HomeMy WebLinkAboutDocuSign_Contract_No_C46970_-_Alta_PlanningContract No. C46970
1
Revised 07-2023 BBK 72500.00001\32374915.1
CITY OF PALM DESERT PROFESSIONAL SERVICES AGREEMENT
1.Parties and Date. This Agreement is made and entered into this 11th day of January, 2024, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California 92260-2578 (“City”) and ALTA PLANNING + DESIGN, INC., a Corporation, with its principal place of business at 101 SW MAIN STREET, SUITE 2000 PORTLAND, OR 97204 ("Vendor"). The City and Vendor are sometimes individually referred to herein as "Party" and collectively as "Parties."
2.Recitals.
2.1 Project.
The City is a public agency of the State of California and is in need of professional servicesfor the following project:
Palm Desert Vision Zero Strategy (hereinafter referred to as “the Project”).
2.2 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Consultant is duly licensed and has the necessary qualifications to provide such services.
3.Terms.3.1 Scope of Services and Term.3.1.1 General Scope of Services. Consultant promises and agrees to furnish to
the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations. Additionally, Consultant shall comply with all Federal requirements applicable to the Services as set forth in Exhibit “A-I” and attached hereto and incorporated herein by reference (“Federal Requirements”). With respect to any conflict between such Federal Requirements and the terms of this Agreement and/or the provisions of state law, the more stringent requirement shall control.
3.1.2 Term. The term of this Agreement shall be from January 11, 2024,
to July 31, 2025, unless earlier terminated as provided herein. Contractor shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines.
3.2 Responsibilities of Consultant. 3.2.1 Independent Contractor; Control and Payment of Subordinates. The Services shall be performed by Consultant or under its supervision. Consultant will determine
the means, methods, and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Any personnel performing the Services shall not be employees of City and shall at all times be
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
2
Revised 07-2023 BBK 72500.00001\32374915.1
under Consultant's exclusive direction and control. Neither City, or any of its officials, officers, directors, employees, or agents shall have control over the conduct of Consultant or any of Consultants officers, employees or agents, except as set forth in this Agreement. Consultant shall
pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.
3.2.2 Schedule of Services. Consultant shall perform the Services in a prompt and timely manner in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services expeditiously. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel. Consultant has represented to City
that certain key personnel will perform and coordinate the Services. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as
to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. The key personnel for performance of this Agreement are as follows: SAM CORBETT, PRINCIPAL IN CHARGE AND LES BROWN, PROJECT MANAGER.
3.2.5 City's Representative. The City hereby designates CHRIS GERRY, PROJECT MANAGER, or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the scope of Services or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the scope of services or change the Consultant's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee.
3.2.6 Consultant's Representative. Consultant hereby designates SAM
CORBETT, PRINCIPAL IN CHARGE, or his/her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under
this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services
under this Agreement.
3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants, and other staff at all reasonable times.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
3
Revised 07-2023 BBK 72500.00001\32374915.1
3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the
State of California practicing in the same or similar locality, under the same or similar circumstances during the same period of time. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant
and shall not be re-employed to perform any of the Services or to work on the Project.
3.2.9 Period of Performance. Consultant shall perform and complete all Services under this Agreement within the term set forth in Section 3.1.2 above (“Performance
Time”). Consultant will perform its duties as expeditiously as is consistent with professional care and skill and the orderly progress of the project Consultant agrees that if the Services are not completed within the aforementioned Performance Time and/or pursuant to any such
Performance Milestones developed pursuant to provisions of this Agreement, it is understood, acknowledged and agreed that the City will suffer damage.
Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects a Party’s performance and is one or more of the following: (1) Acts of God or other natural disasters; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the services); (4) strikes and other organized labor action occurring at the site and the effects thereof on the services, only to the extent such strikes and other organized labor
action are beyond the control of Consultant and its subcontractors, and to the extent the effects thereof cannot be avoided by use of replacement workers; and (5) pandemics, epidemics or quarantine restrictions. For purposes of this section, “orders of governmental authorities,” includes
ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of a public agency applicable to the services and Agreement.
Should a Force Majeure Event occur, the non-performing Party shall, within a reasonable time of
being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. Force Majeure Events and/or delays, regardless of the Party responsible for the delay, shall not entitle Consultant to any additional compensation. Notwithstanding the foregoing in this section, the City may still terminate this Agreement in accordance with the termination provisions of this Agreement.
3.2.10 Laws and Regulations; Employee/Labor Certification. Consultant shall
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
4
Revised 07-2023 BBK 72500.00001\32374915.1
keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations
in connection with the Services and this Agreement. All violations of such laws and regulations shall be grounds for the City to terminate the Agreement for cause.
3.2.10.1 Employment Eligibility; Consultant. Consultant certifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time and shall require all subconsultants and sub-subconsultants to comply with the same. Consultant certifies that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement and shall not violate any such law at any time during the term of the Agreement.
3.2.10.2 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer, and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, physical disability, ancestry, sex, age, marital status, gender, gender identity, gender expression, sexual
orientation, reproductive health decision making, veteran or military status, or any other consideration made unlawful by federal, state, or local laws. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion,
transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3.2.10.3 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed.
3.2.11 Insurance.
3.2.11.1 Minimum Requirements. Without limiting Consultant’s indemnification of City, and prior to commencement of the Services, Consultant shall obtain, provide, and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form that is satisfactory to City.
(A)General Liability Insurance. Consultant shall maintaincommercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include
contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
(B)Automobile Liability Insurance. Consultant shall maintain
automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
5
Revised 07-2023 BBK 72500.00001\32374915.1
accident. The City’s Risk Manger may modify this requirement if it is determined that Consultant will not be utilizing a vehicle in the performance of his/her duties under this Agreement.
(C)Professional Liability (Errors & Omissions) Insurance.
Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three years after completion of the Services required by this Agreement.
(D)Workers’ Compensation Insurance. Consultant shallmaintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). Consultant shall submit to City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its officers, agents, employees, volunteers, and representatives.
(E)Umbrella or Excess Liability Insurance. Consultant may optto utilize umbrella or excess liability insurance in meeting insurance requirements. In such circumstances, Consultant shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability
coverage at least as broad as the primary coverages set forth above, including commercial general liability and employer’s liability. Such policy or policies shall include the following terms and conditions:
(1)A drop-down feature requiring the policy to respond ifany primary insurance that would otherwise haveapplied proves to be uncollectible in whole or in part for
any reason;
(2)Pay on behalf of wording as opposed to reimbursement;
(3)Concurrency of effective dates with primary policies; and
(4)Policies shall “follow form” to the underlying primarypolicies.
(5)Insureds under primary policies shall also be insuredsunder the umbrella or excess policies.
(F)Fidelity Coverage. [Reserved]
(G)Cyber Liability Insurance. Consultant shall procure andmaintain Cyber Liability insurance with limits of $1,000,000 per occurrence/loss, which shall include the following coverage:
(1)Liability arising from the theft, dissemination and/or useof confidential or personally identifiable information;including credit monitoring and regulatory fines arising
from such theft, dissemination, or use of the confidentialinformation.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
6
Revised 07-2023 BBK 72500.00001\32374915.1
(2)Network security liability arising from the unauthorizeduse of, access to, or tampering with computer systems.
(3)Liability arising from the failure of technology products
(software) required under the contract for Consultant toproperly perform the services intended.
(4)Electronic Media Liability arising from personal injury,plagiarism or misappropriation of ideas, domain nameinfringement or improper deep-linking or framing, andinfringement or violation of intellectual property rights.
(5)Liability arising from the failure to render professionalservices
If coverage is maintained on a claims-made basis, Consultant shall maintain such coverage for an additional period of three (3) years following termination of the Agreement.
3.2.11.2 Other Provisions or Requirements.
(A)Proof of Insurance. Consultant shall provide certificates ofinsurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements
must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance
policies, at any time.
(B)Duration of Coverage. Consultant shall procure andmaintain for the duration of the Agreement insurance against claims for injuries to persons or
damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, his/her agents, representatives, employees or subconsultants.
(C)Primary/Non-Contributing. Coverage provided byConsultant shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or self-insurance shall be called upon to protect it as a named insured.
(D)City’s Rights of Enforcement. In the event any policy ofinsurance required under this Agreement does not comply with these specifications, or is
canceled and not replaced, City has the right, but not the duty, to obtain the insurance it deems necessary, and any premium paid by City will be promptly reimbursed by Consultant, or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City
may terminate this Agreement.
(E)Acceptable Insurers. All insurance policies shall be issuedby an insurance company currently authorized by the Insurance Commissioner to transact
business of insurance or is on the List of Approved Surplus Line Insurers in the State of California,
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
7
Revised 07-2023 BBK 72500.00001\32374915.1
with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager.
(F)Waiver of Subrogation. All insurance coverage, except forprofessional liability, maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the City, its elected or appointed officers, agents, officials, employees, volunteers, and representatives or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City, its elected or appointed officers, agents, officials, employees, volunteers and representatives and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(G)Enforcement of Contract Provisions (non estoppel).Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder.
(H)Requirements Not Limiting. Requirements of specificcoverage features or limits contained in this Section are not intended as a limitation on coverage,
limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of
other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified
minimum limits of insurance and coverage shall be available to the City.
(I)Notice of Cancellation. Consultant agrees to oblige itsinsurance agent or broker and insurers to provide City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
(J)Additional Insured Status. General liability, automobileliability, and if applicable, pollution liability and cyber liability, policies shall provide or be endorsed to provide that the City and its officers, officials, employees, agents, volunteers and representatives shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement, under such policies. This provision shall also apply to any excess/umbrella liability policies.
(K)Prohibition of Undisclosed Coverage Limitations. None ofthe coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in
writing.
(L)Separation of Insureds. A severability of interests provisionmust apply for all additional insureds ensuring that Consultant’s insurance shall apply separately
to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
8
Revised 07-2023 BBK 72500.00001\32374915.1
(M)Pass Through Clause. Consultant agrees to ensure that itssubconsultants, subcontractors, and any other party involved with the Project who is brought onto or involved in the Project by Consultant, provide the same minimum insurance coverage and
endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subconsultants, subcontractors, and others engaged in the Project will be submitted to City for review.
(N)City’s Right to Revise Specifications. The City and the City’sRisk Manager reserve the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in additional cost to the Consultant, the City and Consultant may renegotiate Consultant’s compensation. If the City reduces the insurance requirements, the change shall go into effect immediately and require no advanced written notice.
(O)Self-Insured Retentions. Any self-insured retentions mustbe declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to
comply with these specifications unless approved by City.
(P)Timely Notice of Claims. Consultant shall give City promptand timely notice of claims made or suits instituted that arise out of or result from Consultant’s
performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.
(Q)Additional Insurance. Consultant shall also procure and
maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Services.
3.2.12 Water Quality Management and Compliance. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City’s ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. §1251, et seq.); the California Porter-Cologne Water Quality Control Act (Water Code § 13000et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority.Consultant must comply with the lawful requirements of the City, and any other municipality,drainage district, or other local agency with jurisdiction over the location where the Services are
to be conducted, regulating water quality and storm water discharges. Failure to comply with laws,regulations, and ordinances listed in this Section is a violation of federal and state law. Consultantwarrants that all employees and subcontractors shall have sufficient skill and experience to
perform the work assigned to them without impacting water quality in violation of the laws,regulations, and policies of this Section.
3.3 Fees and Payments.
3.3.1 Compensation. Contractor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed NINE HUNDRED FORTY-EIGHT THOUSAND NINE HUNDRED TWENTY
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
9
Revised 07-2023 BBK 72500.00001\32374915.1
DOLLARS ($948,920.00) without written approval of the City Council or City Manager, as applicable.
3.3.2 Payment of Compensation. Consultant shall submit to City monthly
invoices which provide a detailed description of the Services and hours rendered by Consultant. City shall, within 30 days of receiving such invoice, review the invoice and pay all non-disputed and approved charges. If the City disputes any of Consultant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein. Consultant shall submit its final invoice to City within thirty (30) days from the last date of provided Services or termination of this Agreement and failure by the Consultant to submit a timely invoice may constitute a waiver of its right to final payment. Payment shall not constitute acceptance of any Services completed by Consultant. The making of final payment shall not constitute a waiver of any claims by the City for any reason whatsoever.
3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City or included in Exhibit "C" of this Agreement.
3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the
Parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City.
3.4 Labor Code Requirements.
3.4.1 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations,
Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Consultant shall therefore comply with such Labor Code
sections to the fullest extent required by law. Consultant shall defend, indemnify, and hold the City, its officials, officers, employees, agents, volunteers and representatives, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing
Wage Laws.
3.4.2 Registration/DIR Compliance. If the Services are being performed on a public works project of over $25,000 when the project is for construction, alteration, demolition,
installation, or repair work, or a public works project of over $15,000 when the project is for maintenance work, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1, the Consultant and all subconsultants must be registered with the Department of Industrial Relations (“DIR”). Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants. This Project may also be subject to compliance
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
10
Revised 07-2023 BBK 72500.00001\32374915.1
monitoring and enforcement by the DIR. It shall be Consultant’s sole responsibility to comply with all applicable registration and labor compliance requirements, including the submission of payroll records directly to the DIR. Any stop orders issued by the DIR against Consultant or any
subconsultant that affect Consultant’s performance of Services, including any delay, shall be Consultant’s sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City. Consultant shall defend, indemnify, and hold the City, its officials, officers, employees, agents, volunteers and representatives free and harmless from any claim or liability arising out of stop orders issued by the DIR against Consultant or any subconsultant.
3.4.3 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code and agrees to comply with such provisions before commencing the performance of the Services.
3.5 Accounting Records.
3.5.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such
records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data,
documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
3.6 General Provisions.
3.6.1 Termination of Agreement.
3.6.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. The rights and remedies of the City provided in this section shall not be exclusive and are in addition to any other rights and remedies provided by law, equity or under this Agreement.
3.6.1.2 Effect of Termination. If this Agreement is terminated as
provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and
other information within fifteen (15) days of the request.
3.6.1.3 Early Termination. Notwithstanding any provision herein to the contrary, if for any fiscal year of this Agreement the City Council fails to appropriate or allocate
funds for future payment under the Agreement after exercising reasonable efforts to do so, the City may upon seven (7) days’ written notice, order work on the Project to cease. Upon
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
11
Revised 07-2023 BBK 72500.00001\32374915.1
termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation.
3.6.1.4 Additional Services. In the event this Agreement is
terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.
3.6.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:
Consultant: ALTA PLANNING + DESIGN, INC. 101 SW MAIN STREET, SUITE 2000 PORTLAND, OR 927204 ATTN: CONTRACTS (CONTRACTS@ALTAGO.COM)
City: City of Palm Desert 73-510 Fred Waring DrivePalm Desert, CA 92260-2578ATTN: CHRIS GERRY, PUBLIC WORKS
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice
occurred, regardless of the method of service.
3.6.3 Ownership of Materials and Confidentiality.
3.6.3.1 Documents & Data; Licensing of Intellectual Property. This
Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). All Documents & Data shall become and remain the property of City, upon full payment to Consultant for Services rendered and accepted, and shall not be used in whole or in substantial part by Consultant on other projects without the City’s express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Consultant shall provide to City reproducible copies of all Documents & Data, in a form and amount required by City. City reserves
the right to select the method of document reproduction and to establish where the reproduction will be accomplished. The reproduction expense shall be borne by City at the actual cost of duplication. In the event of a dispute regarding the amount of compensation to which the
Consultant is entitled under the termination provisions of this Agreement, Consultant shall provide all Documents & Data to City upon payment of the undisputed amount. Consultant shall have no right to retain or fail to provide to City any such documents pending resolution of the dispute. In
addition, Consultant shall retain copies of all Documents & Data on file for a minimum of seven (7) years following completion of the Project and shall make copies available to City upon thepayment of actual reasonable duplication costs. Before destroying the Documents & Data
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
12
Revised 07-2023 BBK 72500.00001\32374915.1
following this retention period, Consultant shall make a reasonable effort to notify City and provide City with the opportunity to obtain the documents.
3.6.3.2 Subconsultants. Consultant shall require all subconsultants
to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by professionals other than Consultant or its subconsultants, or those provided to Consultant by the City.
3.6.3.3 Right to Use. City shall not be limited in any way in its use or reuse of the Documents and Data or any part of them at any time for purposes of this Project or another project, provided that any such use not within the purposes intended by this Agreement or on a project other than this Project without employing the services of Consultant shall be at City’s sole risk. If City uses or reuses the Documents & Data on any project other than this Project, it shall remove the Consultant’s seal from the Documents & Data and indemnify and hold harmless Consultant and its officers, directors, agents, and employees from claims arising out of the negligent use or re-use of the Documents & Data on such other project. Consultant shall be
responsible and liable for its Documents & Data, pursuant to the terms of this Agreement, only with respect to the condition of the Documents & Data at the time they are provided to the City upon completion, suspension, abandonment, or termination. Consultant shall not be responsible
or liable for any revisions to the Documents & Data made by any party other than Consultant, a party for whom the Consultant is legally responsible or liable, or anyone approved by the Consultant.
3.6.3.4 Indemnification – Documents and Data. Consultant shall defend, indemnify and hold the City, its directors, officials, officers, employees, volunteers, agents and representatives free and harmless, pursuant to the indemnification provisions of this Agreement, for any alleged infringement of any patent, copyright, trade secret, trade name, trademark, or any other proprietary right of any person or entity in consequence of the use on the Project by City of the Documents & Data, including any method, process, product, or concept specified or depicted.
3.6.3.5 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such
materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing
furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or
the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.
3.6.3.6 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
13
Revised 07-2023 BBK 72500.00001\32374915.1
jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information. Consultant shall have five (5) working days after receipt of the release notice to give City written notice of Consultant's objection to the City's release of Proprietary Information.
Consultant shall indemnify, defend, and hold harmless the City, and its officers, directors, employees, agents, volunteers and representatives from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of an objection notice unless either: (1) Consultant fails to fully indemnify, defend, and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non-appealable order by a court of competent jurisdiction requires that City release such information.
3.6.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another and shall take any additional acts or sign any additional documents as may be necessary, appropriate, or convenient to attain the purposes of this Agreement.
3.6.5 [Reserved]
3.6.6 Indemnification.
3.6.6.1 To the fullest extent permitted by law, Consultant shall defend, indemnify and hold the City, its officials, officers, employees, volunteers, agents,
and representatives harmless from claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, to the extent caused by any negligent acts, errors or omissions,
or willful misconduct of Consultant, its officials, officers, employees, subconsultants or agents in connection with the performance of the Consultant’s Services, the Project or this Agreement, including without limitation the payment of all expert witness fees, reasonable
attorney’s fees and other related costs and expenses except such loss or damage caused by the sole negligence or willful misconduct of the City. Consultant's obligation to indemnify shall survive expiration or termination of this Agreement and shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees, agents, volunteers, or representatives.
3.6.6.2 If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of
competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.
3.6.7 Entire Agreement. This Agreement contains the entire agreement of the
Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings, or agreements.
3.6.8 Governing Law. This Agreement shall be governed by the laws of the State
of California. Venue shall be in Riverside County.
3.6.9 Time of Essence. Time is of the essence for each and every provision of this Agreement.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
14
Revised 07-2023 BBK 72500.00001\32374915.1
3.6.10 City's Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project.
3.6.11 Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the Parties.
3.6.12 Assignment; Subcontracting. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Consultant shall not subcontract any portion of the Services required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.
3.6.13 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not workdays. All references to Consultant include all personnel, employees, agents, and
subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, volunteers, and representatives except as otherwise specified in this Agreement. The captions of the various articles and
paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
3.6.14 Amendment; Modification. No supplement, modification, or amendment of
this Agreement shall be binding unless executed in writing and signed by both Parties.
3.6.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.
3.6.16 No Third-Party Beneficiaries. There are no intended third-party beneficiaries of any right or obligation assumed by the Parties.
3.6.17 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.6.18 Prohibited Interests. Consultant maintains and warrants that it has not
employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid, nor has it agreed to pay any company or person, other than a bona fide employee working
solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term
of this Agreement, no member, officer, or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
15
Revised 07-2023 BBK 72500.00001\32374915.1
3.6.19 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and
authority to make this Agreement and bind each respective Party.
3.6.20 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
3.6.21 Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination.
[SIGNATURES ON NEXT PAGE]
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
16
Revised 07-2023 BBK 72500.00001\32374915.1
SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE CITY OF PALM DESERT AND ALTA PLANNING + DESIGN, INC.
IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written.
CITY OF PALM DESERT
By:
L. Todd Hileman City Manager
Attest:
By:
Anthony J. Mejia City Clerk
Approved as to form:
By:
Isra Shah Best Best & Krieger LLP
ALTA PLANNING + DESIGN, INC., A CORPORATION
By:
Steven Frieson Chief Operating Officer
By: Natalie Lozano Assistant Corporate Secretary
QC:
Insurance:
_____ Initial Review _____
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
Exhibit “A” Revised 07-2023 BBK 72500.00001\32374915.1
EXHIBIT “A” SCOPE OF SERVICES
(See Following Pages)
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
31ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Strategy 1: Safe Routes to School Plan
The Palm Desert Safe Routes to School Plan
(School Plan) will provide clear implementable
recommendations to create safer, more comfortable
walking and bicycling options for students, their
families, and residents. Through authentic and robust
stakeholder engagement combined with targeted
analysis of relevant data, the School Plan will identify
safety, infrastructure, and programmatic barriers to
walking and bicycling to, from, and around school. The
School Plan development process itself will provide
opportunities to educate and encourage families at
schools in Palm Desert and surrounding communities to
walk and bike to school safely and often.
The City has demonstrated its commitment to active
transportation through its Local Road Safety Plan, which
highlighted the need to improve safe access to schools
for walking and biking for the school commute. Palm
Desert’s further commitment to the health and safety of
its students will be realized through the completion of
the School Plan by identifying clear and actionable next
steps to improve school routes and promote their use,
including for those with mobility challenges.
The School Plan project includes 8 schools serving
more than 7,000 students across one school district and
three cities. The Alta team understands that working
with school communities presents unique opportunities
for deep and personal engagement into highly localized
issues around neighborhood infrastructure and travel
behavior. At the same time, we are sensitive to the
value of participants’ time and seek to structure a
multi-layered outreach that gives stakeholders multiple
channels for engagement throughout the process, and
aligns with existing meetings and events as much as
possible.
Based on our experience working on similar SRTS
efforts and guided by the City of Palm Desert,
neighboring cities, and Desert Sands Unified School
District, Riverside County’s Department of Public Health,
and school and community stakeholders, Alta will create
a School Plan that addresses the following objectives:
• Develop a School Plan that incorporates infrastructure
and non-infrastructure recommendations.
• Engage with stakeholders to identify school
community-supported SRTS projects that will result in
improved safety, public health, and connectivity.
• Provide actionable recommendations geared toward
grants and implementation.
The following describes the Alta team’s anticipated
scope of work for the School Plan. For all deliverables,
we assume the City will circulate drafts to any potential
additional reviewers and provide one round of
consolidated and internally-consistent comments.
Technical and Management Approach
Alta supported Walking School Buses in Rialto, CA.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
32ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 1.1 Existing Conditions
The Alta team will begin the work on the School Plan
by conducting a project kickoff meeting followed by
collection of a variety of data to inform the planning
effort.
Task 1.1.1 Project Management
Throughout the project, there will be ongoing
coordination between Alta’s Project Manager and
City of Palm Desert staff including in-person, e-mail,
and phone communication to keep staff up to date.
In addition, we will conduct bi-weekly calls to review
progress, schedule, budget, and next steps covering
active tasks.
Alta will use the following communication and reporting
approach:
• Project Kickoff Meeting. Alta will facilitate a virtual
project kickoff meeting that will include:
»Introductions
»Review of project schedule to identify key tasks,
milestones, critical path items, deliverables, and
due dates
• Regular Team Meetings. Throughout the project,
Alta will host virtual bi-weekly meetings to keep the
project moving forward on schedule and budget.
• Consolidated Comments. Unless otherwise stated,
Alta has assumed one round of City review of draft
deliverables including consolidated and internally
consistent comments to maintain efficiency and
adhere to the project schedule.
• Monthly Progress Reports. We will produce monthly
progress reports that summarize tasks completed, and
outline tasks to be completed in the coming month.
• Meeting Summaries and Action Items. Alta will
produce detailed meeting summaries covering the
discussion items and will include a list of follow-up
tasks and the responsible party for each task in a
Status of Open Items format.
Budget for these activities have been distributed
throughout the project commensurate with the
anticipated level of administration, oversight,
coordination, and reporting effort required for each task.
Task 1.1.2 Plan Review
The Alta team, in collaboration with the City, will collect
and review existing plans, policies, programs, and data.
Existing plans will likely include, but not be limited to:
• General Plan
• Envision Palm Desert Strategic Plan
• Local Road Safety Plan
• SCAG’s Connect SoCal
Findings will be included in an Existing Conditions
Memo.
Task 1.1.3 Data Collection
Alta will gather existing conditions and background data
for each school, identify opportunities and constraints
as well as standards by which recommended updates
will be set to guide the preparation of the School Plan,
and include existing land uses, current and projected
housing and land use development, population
characteristics, and travel projections.
Alta will prepare a data request memo identifying key
data needs such as existing conditions information
that includes existing and proposed facilities, current
mode share, description of land use and destinations,
existing bicycle parking, existing wayfinding and
existing non-infrastructure programs. This memo will
be shared with the City Project Manager and the City
will supply available data and documents that are not
publicly available or that the project team does not have
from previous work in Palm Desert. The findings of the
existing conditions and background data review will be
compiled into an Existing Conditions Memo.
Task 1.1.4 Traffic Counts
Alta team will collect traffic counts at up to three (3)
locations near each school, including bicyclist and
pedestrian counts conducted in three-hour blocks
around school pick-up and drop-off times. The count
information will be used to assess demand that can
inform areas for improvement and prioritize potential
projects. The findings of the traffic counts will be
provided in the Existing Conditions Memo. Additionally,
the count information will also be used to inform the
Crossing Guard Analysis (further details provided in
Task 1.5). If desired, Palm Desert can reserve some of
the proposed counts to use later in the project to help
inform conceptual design decisions.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
33ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 1.1.5 Existing Conditions Maps and
Memorandum
Alta has extensive experience preparing
comprehensive base maps for SRTS projects that
illustrate important information in a cohesive and clear
manner. We will prepare a base map for each school to
show the school location, physical conditions, and travel
information such as enrollment boundaries, school bus
routes, transit lines, improvement plans, and crossing
guard locations. We will further compile all materials
developed in other tasks into an Existing Conditions
Memo.
Task 1.1 Deliverables
• Kickoff Meeting and Meeting Notes
• Monthly Progress Reports
• Bi-Weekly Team Meetings
• Data request memorandum
• Traffic counts around project schools
• Existing Conditions Memo, draft and final
• Base maps for project schools
Task 1.2 Collisions and Gaps Analysis
Task 1.2.1 Collisions Analysis
Alta will conduct a bicycle and pedestrian collision
analysis using the latest available 10-year SWITRS
data. This analysis will be focused within a half-mile
radius of each school and will include the total number
of collisions by mode. We will document the top five
intersections with the highest bicycle and pedestrian
collisions and corresponding schools, and include the
top five most common collision factor causes. Alta
team will combine the collision data analysis performed
through the 2016 Local Road Safety Plan with the most
recent SWITRS data and supplemental data provided by
City staff for each school (if available). The findings will
be summarized and included in the Collisions and Gaps
Analysis Memo.
Task 1.2.2 Challenges, Needs, and Gaps Analysis
and Memo
Alta will conduct an assessment of infrastructure gaps
and needs. This assessment will quantify factors that
impact walking and bicycling activity, locate network
gaps as potential projects, and identify areas with
specific characteristics, such as areas that have both
significant active transportation gaps and a high
demand for walking and bicycling. This analysis will
consider both roadways and trails within the City. Alta
will use data about existing multimodal infrastructure to
develop an understanding of how well destinations and
areas of demand are connected for people who want
to walk and bike for both transportation and recreation.
Our analysis will also consider how the City’s networks
connect regionally to destinations throughout the
Coachella Valley.
Alta will apply the results of these analyses to identify:
• Gaps in existing bicycle networks, intersection
crossing needs, and other conflict points;
• Gaps in pedestrian networks, such as sidewalk gaps;
• Crossing needs in areas of pedestrian activities or at
crossings of streets and other public rights-of-way;
and
• New trail opportunities along drainage channels,
other infrastructure rights-of-way, or adjacent to public
street right-of-ways.
Alta will produce maps, tables, and narrative that
describe gaps and needs synthesizing this information
into critical needs and gaps that can be addressed by
the City. Information from the public outreach process
will also be integrated into this process. Alta will compile
the collision data and analysis into the Collisions and
Gaps Analysis Memo. Building on the base maps
created in Task 1.1, we will identify challenges, needs,
and gaps in the bicycle and pedestrian networks.
The findings will be summarized and included in the
Collisions and Gaps Analysis Memo.
Task 1.2 Deliverables
• Collisions and Gaps Analysis Memo (Draft and Final)
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
34ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 1.3 Outreach and Engagement
Task 1.3.1 Outreach and Engagement Plan
The Alta team brings our experience conducting
outreach in Palm Desert and the surrounding
communities and understands the importance of
developing material and notices in English and Spanish.
With that in mind Alta, with input from the City, will
prepare a detailed Outreach and Engagement Plan that
will include school and community engagement tools
and events to be used throughout the development of
the School Plan. The Outreach and Engagement Plan
will consist of a strategy to fully engage underserved
communities, including outreach in multiple languages
and means to reach groups that may not participate in
traditional planning events.
Task 1.3.2 Website and Social Media
Alta is experienced in developing engaging content that
supports the SRTS planning process. We will develop
content for a School Plan project webpage on the
City’s website and social media platforms. The purpose
of this content is to promote outreach and education
materials, document workshops, promote parent
surveys, workshops, walk audits, the Draft School Plan,
and eventually the Final School Plan. The website will
also allow stakeholders to submit feedback without
attending meetings.
Task 1.3.3 Student Data
Alta understands the importance of student and partner
input into the planning process. Alta has created
modified data collection forms for the standardized
Student Travel Tally and Parent Survey questionnaires
from the National Center for Safe Routes to School that
streamline and simplify that data collection. With the
closure of the National Center, Alta uses SurveyMonkey
to collect this data, and has developed template data
analysis spreadsheets that easily analyze the data
on student travel modes and parent attitudes about
walking and bicycling to school. Data collection will
be conducted twice, once at the beginning of the
School Plan project and once at the end. The team
will summarize these findings into the Outreach and
Engagement Memo.
Task 1.3.4 SRTS Workshops
The Alta team will conduct up to four (4) virtual SRTS
Workshops (or in-person if requested) for school
staff, parents, law enforcement, fire department, and
other stakeholders. The workshops will be based on
the National SRTS Course from the National Center
for Safe Routes to School, of which SRTS Specialist
Kristin Haukom is a National Instructor. The workshops’
purpose will be to introduce the School Plan project
and educate on the 6 E’s of SRTS (Engagement,
Equity, Encouragement, Education, Engineering, and
Evaluation). The COVID-19 pandemic has taught us
that virtual meetings, broadcasted through various
platforms, are the best way to engage with project
stakeholders, including those who are typically
unable to attend community events due to lack of
transportation, childcare, work conflicts, or language
barriers. All workshops will be conducted in English with
Spanish interpretation available.
Alta excels at community outreach and
engagement whether it is in-person at
public events and open house workshops,
or through online open houses, maps
and surveys, and virtual stakeholder
meetings. Our expertise with virtual
engagement will see that participants
feel connected to the project and each
other while maintaining energy and
focus on project needs.
Alta created a suite of outreach materials for the Pacific Electric Trail Expansion Feasibility Study that were used to engage with community stakeholders at a variety of events, including Rialto’s Annual Bike Rodeo.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
35ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 1.3.5 School Walk Audits
Alta will lead school and City staff, parents/caregivers,
residents, and other interested stakeholders on a
walking audit of each of the eight (8) School Plan project
school sites during the morning arrival or afternoon
dismissal period. The purpose of these walk audits
is to observe conditions and behaviors and identify
challenges or impediments that currently limit walking
and biking. The walk audits will be an opportunity
to verify existing conditions of facilities and will be
supported by Spanish-speaking staff when appropriate.
Alta will work with each school community to notice
these walk audits through their normal communication
channels (i.e., e-blasts, flyers, PeachJar, etc.).
In addition to the in-person walk audits, Alta will provide
community members who are unable to participate
in the walk audit with another way to provide input,
such as through a web-based mapping tool where
participants can “pin” locations and write the issues or
concerns for the marked location. The findings from
each walk audit, including stakeholder feedback and
photos, will be incorporated into a Walk Audit Report.
Task 1.3.6 Pop-Up Workshops
Alta knows the importance of meeting people where
they are at and will conduct “pop-up workshops” at up
to three (3) public events, such as farmer’s markets,
community fairs, or local parks, to provide information
and solicit feedback from the community on the School
Plan.
Task 1.3.7 Outreach and Engagement Summary
Memo
Alta will compile an Outreach and Engagement
Summary Memo that will have a description of the
outreach and engagement and stakeholder involvement
in development of the plan, including outreach to
defined underserved communities, number and location
of meetings, number of attendees, interpretation
services provided, and summary of feedback received.
The Outreach and Engagement Summary Memo will
be designed to allow components/feedback to be
easily incorporated into future grant applications and
be structured as a framework to be updated throughout
the course of the project, incorporating input as
engagement tasks are completed.
Task 1.3 Deliverables
• Outreach and Engagement Plan
• Project website, survey, and Memo on Virtual
Engagement
• PowerPoint presentation and photos
• Student Travel Tallies and Parent Surveys Analysis
Memo
• Four (4) virtual SRTS Workshops
• Walk Audit Reports for project schools
• Photos, outreach materials
• “Pop-up workshops” at up to three (3) public events
• Outreach and Engagement Summary Memo, draft and
final
Alta has extensive experience leading walking audits. These audits allow us to closely observe pick-up and drop-off circulation patterns and gather first-person information about people’s experiences walking and bicycling near school campuses. We will use this input to identify safety issues and countermeasures to address the problems.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
36ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Alta’s Stakeholder Engagement Approach
Our team of professionals are experts at listening
to the public, conveying technical issues in a clear
manner, offering distinct choices and options to
the public, and explaining trade-offs. We use a
variety of innovative techniques, ranging from
online surveys, the use of photo-simulation,
videotaped interviews, field reviews, GIS mapping,
and interactive public workshops—led virtually or
in-person. We make contact with the community
early and build confidence by addressing
specific issues with a documented approach. Our
engagement approach will focus on the following
objectives:
• Leveraging relationships and the team’s existing
community connections to engage the public.
• Creating excitement around the project through
consistent and agile media engagement on both
traditional and digital platforms.
• Communicating in clear and simple language
that is accessible to all levels of English
proficiency and easily translatable to other
languages.
• Prioritizing transportation equity for vulnerable
populations including the young or the elderly,
those with physical disabilities, or with social
constructs such as race, ethnicity, poverty, or
people who speak different languages.
• Keeping stakeholders informed throughout the
process and creating a feedback loop so they
can clearly identify where and how their input
was used.
• Developing a vision for Palm Desert that is
founded in community input and transparent
decision-making.
• Setting the groundwork for implementation by
strengthening connections between the City of
Palm Desert and Stakeholders.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
37ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 1.4 Advisory Committee
Early stakeholder engagement in the School Plan
development is crucial to building buy-in and hearing
about concerns from the community. Therefore, Alta will
facilitate convening a School Plan Advisory Committee
within a few months of the project kick-off. Alta will be
responsible for creating and disseminating agendas,
outlining the role the committee will serve over the
course of the project, and preparing presentations that
will help committee members make decisions on key
project outcomes, such as project prioritization. We will
also use these meetings as opportunities to provide
SRTS technical assistance related to quick and easily
implementable SRTS strategies that will serve as “early
wins.”
In collaboration with the City, Alta will compile a list
of invitees to participate in a School Plan Advisory
Committee. The list will likely include, but is not limited
to:
• Indian Wells and La Quinta City staff
• Caltrans District 8 staff
• Riverside County Transportation Commission
• Riverside University Health System (Riverside
County’s public health department)
• School and district staff
• Law enforcement
• Coachella Valley Association of Governments (CVAG)
• Community non-profits
Alta will prepare School Plan Advisory Committee
meeting agendas and meeting notes. The School Plan
Advisory Committee will meet a maximum of six times
throughout the project. The School Plan Advisory
Committee will advise the project team on potential
project and programmatic recommendations that align
with their goals.
The School Plan Advisory Committee will also provide
input prior to major engagement activities and will
review key project deliverables prior to posting to the
public or decision-makers.
Task 1.4 Deliverables
• School Plan Advisory Committee invite list
• School Plan Advisory Committee meetings,
presentations, agendas, and notes for up to six (6)
meetings
Task 1.5 Crossing Guard Analysis
Alta understands the importance of school Crossing
Guards to help students safely cross the street at
key locations and remind drivers of the presence
of pedestrians. Alta is a leader in Crossing Guard
assessment, prioritization, and training. Our SRTS
Specialist, Kristin Haukom, is the lead author of
the California School Crossing Guard Training
Guidelines from the California Department of Public
Health (CDPH) and Caltrans. Kristin is also their lead
Crossing Guard instructor, which includes conducting
trainings for Crossing Guards throughout California
and advising CDPH and Caltrans on Crossing Guard
training and assessment procedures. With Kristin’s
expertise, along with technical support from our
accomplished engineers, Alta will help the City develop
a methodology to prioritize the quantity and locations of
Crossing Guards that meets the needs and constraints
of the City and the school district, while also aligning
with the CAMUTCD. Using this methodology, the team
will conduct an in-depth analysis of current locations
of Crossing Guards and make recommendations for
maintaining, changing, or adding Crossing Guard
locations. The team will use the California School
Crossing Guard Training Guidelines to identify and
assess Crossing Guard training needs. The Guidelines
will be referenced and included as a resource in the
Crossing Guard Prioritization Memo.
Task 1.5 Deliverables
• Crossing Guard Prioritization Memo
Alta Senior Advisor/SRTS Expert, Kristin Haukom, promoted safety initiatives through Rialto's Safe Routes to School Program
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
38ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 1.6: Recommendation and Prioritization
Task 1.6.1 Recommendations and Cost Estimates
Alta has over 20 years of experience developing SRTS
recommendations. We will lean on that experience
to integrate the information collected throughout
the project, including existing conditions analyses,
information from the School Plan Advisory Committee
and stakeholder outreach and engagement, to develop
infrastructure improvement recommendations within a
half-mile radius of each project school.
Our team will make feasible, implementable
recommendations that will improve the non-motorized
transportation network for students and parents to walk
and bike to school safely and conveniently.
Recommendations will include preliminary cost
estimates that align with the requirements of the
Caltrans Active Transportation Program and SS4A, so
that the recommendations can be incorporated into
future grant applications for implementation.
Task 1.6.2 Project Prioritization
Understanding the importance of equity and to ensure
that underserved communities are prioritized, we
will create an equity-framed and data-driven Project
Prioritization Methodology that meets the needs of
the City and school districts, as well as yields projects
that are positioned well for SRTS project funds through
Caltrans ATP, or other funding mechanisms such as
City funds. The Project Prioritization Methodology may
also be used to identify “bundled” projects (projects
combined for safety need or to facilitate implementation)
or school-specific projects, depending on input from
stakeholders and engineering judgment.
Alta’s specialized planning and engineering staff
will coordinate to develop a series of on-street and
on-campus infrastructure recommendations. Alta
will assess each school for four different scales of
recommended improvements:
1. Low-cost on-campus improvements that can
enhance safety and SRTS visibility.
2. On-campus improvements that require additional
funding/coordination.
3. Low-cost, on-street changes that require minimal
coordination and are relatively simple to implement.
4. Large scale, on-street changes that require great
coordination, community engagement, or funding.
All infrastructure recommendations will be informed by
existing conditions information, walk audits, stakeholder
input, and professional judgment. This process will
result in infrastructure recommendations that, once
implemented, will support access to safe, convenient,
and healthy modes of transportation for students,
families, and residents.
Task 1.6.3 Suggested Route Maps
Using the School Plan Advisory Committee and
stakeholder input, school recommendations, and
walk audit observations, Alta will develop Suggested
Routes Maps for each project school with suggested
routes for families to walk or bicycle to and from school.
The maps will show suggested walking routes for
elementary schools and suggested walking and biking
(as appropriate) routes for middle and high schools. The
suggested routes-to-school maps will display school
locations, surrounding streets, sidewalks and pathways
within a half-mile from school, as well as other relevant
information such as stop signs, crossing guard locations,
and park and walk locations. Maps will also include
safety tips for drivers and active transportation users.
Alta will solicit feedback on the suggested school
routes maps from City and school staff via email. Once
feedback is received, Alta will finalize the suggested
school routes map. The Suggested Routes Maps will be
available in English and Spanish and will be shared with
the schools digitally.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
39ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 1.6.4 Programmatic Recommendations
Alta will prepare engagement, equity, encouragement,
education, and evaluation program recommendations
to complement the infrastructure recommendations to
promote a culture that embraces active transportation
throughout Palm Desert. These recommendations may
include, but are not limited to: park and walk drop-off
locations; walking school buses; bicycle trains; walk/
bicycle to school days; and/or in-classroom pedestrian/
bicycle safety and encouragement education. Programs
will be informed through the outreach and engagement
described in Task 1.3 and will address any projects the
City and school district will be implementing that will
affect any recommendations. They will also consider
countermeasures to address behaviors that cause
collisions, based on behavior change theory and the
crash data analyzed in Task 1.2.
Task 1.6 Deliverables
• Infrastructure improvement recommendations, maps,
and cost estimates
• Project Prioritization Methodology and prioritized
network map
• Suggested Routes Maps
• Programmatic recommendations
Task 1.7 Draft and Final Strategy
Alta will prepare a Draft School Plan for City staff review.
The Draft School Plan will be aligned with the Caltrans
Active Transportation Program and SS4A guidance, so
that the projects are “grant ready,” and will include a
summary of actionable next steps for implementing the
project recommendations. The Draft School Plan will
provide a framework and guide for future SRTS efforts.
The Draft School Plan process begins with a detailed
outline. Alta will submit the outline to City staff for
review. The Draft School Plan outline is expected to
include, but not be limited to:
• Introduction
• Project Background and Need
• Summary of Data Collection Activities and Findings
• Summary of Outreach and Engagement Strategies
and Findings
• School-Specific Findings and Recommendations
• Crossing Guards Assessment
• Short-Term/Low-Cost Recommendations and Long-
Term/Higher Cost Recommendations
• Implementation and Next Steps
• Priority Projects by School (including description,
location, cost estimates, and timeline)
• Recommended Next Steps (including Short-Term/
Low-Cost Recommendations, such as policy and
procedure recommendations)
• Potential Funding Sources
Once the City has approved the outline, Alta will
develop the Draft School Plan document in MS Word
and submit it to the City for review. Alta will review one
set of consolidated internally consistent comments in a
track changes MS Word document. Based on City staff
comments on the Draft School Plan, Alta will address
any outstanding issues in order to complete the Final
School Plan.
Task 1.7 Deliverables
• Draft School Plan Outline
• Draft School Plan
• Final School Plan
Task 1.8: City Council Review and Approval
In collaboration with the City, Alta will prepare a
PowerPoint presentation highlighting the data
collection, outreach and engagement, and prioritization
processes used to compile the Final School Plan. Alta
will conduct one (1) presentation to the City Council.
Alta will solicit feedback during this presentation and
respond to questions. This presentation and supporting
documentation will serve as the basis for the City
Council to adopt the Final School Plan.
Per direction from City staff, Alta will provide relevant
content for staff to complete staff reports in advance of
this presentation.
Task 1.8 Deliverables
• Presentation
• City Council adoption of the Final School Plan
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
40ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Strategy 2: Safe Routes for Seniors Plan
The Palm Desert Safe Routes for Seniors Plan (Seniors
Plan) will establish innovative and implementable
recommendations for creating safer, more comfortable
transportation options for older adults, including
walking, bicycling, public transit, and other alternatives
for aging drivers. Through targeted, meaningful
community engagement and analysis of existing
conditions, the Seniors Plan will identify barriers that
seniors face when getting to and from their destinations.
Throughout the planning process, key stakeholders and
Palm Desert seniors will have opportunities to share
their concerns, experiences, and ideas for improving
mobility in the city.
The City’s Local Road Safety Plan indicates that 50%
of collisions involve aging drivers (age 65 years or
older), much higher than the State average of 13%.
Given the city’s large population of seniors and retirees,
this Seniors Plan will be key in helping reduce these
collisions and improving safety for all road users
citywide.
Based on our experience working on similar Safe
Routes for Seniors efforts, Alta will create a Seniors Plan
that addresses the following objectives:
• Analyze existing transportation infrastructure and
programs for seniors in Palm Desert
• Engage with a diverse group of stakeholders and
senior community members to shape the Seniors Plan.
• Develop a Seniors Plan that includes both
infrastructure and programmatic recommendations
that are primed for grants and implementation.
The following tasks provide an overview of Alta’s scope
of work for the Seniors Plan. For all deliverables, it is
assumed that the City will circulate drafts to all relevant
departments and agencies for one consolidated and
consistent set of comments.
Task 2.1 Existing Conditions
Alta will begin work on the Seniors Plan by collecting
and analyzing a variety of data.
Task 2.1.1 Plan, Policy, and Program Review
With input from the City, Alta will collect and review
existing plans, policies, and programs related to older
adult mobility in Palm Desert. Existing plans will likely
include, but not be limited to:
• Palm Desert General Plan
• Envision Palm Desert Strategic Plan
• Palm Desert Local Road Safety Plan
• SCAG’s Connect SoCal
• The State’s Master Plan for Aging
Findings will be included in the Existing Conditions
Memorandum.
Task 2.1.2 Data Collection
Alta will compile background and existing conditions
data on seniors (e.g., key destinations, demographics,
health), identify opportunities and constraints as well
as standards by which recommended updates will
be set to guide the preparation of the Seniors Plan,
and include existing land uses, current and projected
housing and land use development, population
characteristics, and travel projections.
At the outset of the project, Alta will prepare a data
request memo identifying key data needs such as
existing and previously proposed infrastructure
projects, current mode share, description of land
use and destinations, existing public transit, existing
wayfinding, and existing non-infrastructure programs.
This memo will be shared with the City Project Manager
and the City will supply available data and documents
that are not publicly available or that the project team
does not have from previous work in Palm Desert. The
findings of these analyses will be compiled into the
Existing Conditions Memorandum.
As part of the Santa Monica Active Aging Program, Alta conducted a transit outing and bicycle outing to promote and demonstrate safe active transportation for seniors.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
41ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 2.1.3 Traffic Counts
Alta will collect traffic counts at three (3) locations in
Palm Desert frequented by senior pedestrians and
bicyclists. Count collection will be scheduled based on
seasonal fluctuations to capture the maximum number
of active trips made by seniors and include at least 12
hours of counts per location on a typical weekday and
a Saturday. Locations will be identified with input from
the City, ideally in senior priority areas that feature key
destinations such as senior centers, senior housing,
and more. Additionally, when relevant, counts data from
Task 1.1.4 (Data Collection for the School Plan) may also
be used to capture senior activity in school areas. Traffic
counts information will be used to assess demand
that can inform areas for improvement and prioritize
potential projects. The findings of the traffic counts will
be provided in the Existing Conditions Memo.
Task 2.1.4 Existing Conditions Maps and
Memorandum
Alta has extensive experience preparing
comprehensive base maps that illustrate important
information in a cohesive and clear manner. We will
prepare base maps for the three (3) areas surrounding
the traffic count locations to show the physical
conditions and travel information such as transit routes,
improvement plans, and key destinations. We will further
compile all materials developed in other tasks into the
Existing Conditions Memorandum.
Task 2.1 Deliverables:
• Existing Conditions Memorandum
• Traffic counts at three (3) locations
• Base maps for three (3) traffic counts areas
Task 2.2 Collisions and Gaps Analysis
Task 2.2.1 Collisions Analysis
Alta will conduct a bicycle and pedestrian collision
analysis using the most currently available 10-year
Statewide Integrated Traffic Records System (SWITRS)
data available. This analysis will include the total number
of collisions by user type (bicyclist or pedestrian),
document the top five intersections with the highest
bicycle and pedestrian collisions, and include the top
five most common collision factor causes. Building
on this, the Alta team will combine the collision data
analysis performed through the Local Road Safety Plan
with the most recent SWITRS data and supplemental
data provided by City staff. The findings will be
summarized and included in the Collisions and Gaps
Analysis Memorandum.
Task 2.2.2 Challenges, Needs, and Gaps Analysis
and Memo
Building on the deliverables from Task 2.1, Alta will
conduct an analysis of infrastructure gaps and needs.
This analysis will quantify factors that impact walking
and bicycling activity, locate network gaps as potential
recommendations (Task 2.5), and identify areas with
specific characteristics. This analysis will consider
roadways and trails within the city. Alta will use data
about existing multimodal infrastructure to develop an
understanding of how well destinations and areas of
demand are connected for seniors who want to walk
and bike for both transportation and recreation. It will
also consider how the City’s local networks connect to
regional networks.
Alta will use these analyses to identify:
• Gaps in existing bicycle networks, intersection
crossing needs, and other conflict points;
• Gaps in pedestrian networks, such as sidewalk gaps,
crossing needs in areas with pedestrian activity or at
crossings of streets and other public rights-of-way;
and
• New trail opportunities along waterways, other
infrastructure rights-of-way, or adjacent to public
street rights-of-way.
Alta will synthesize the gaps and needs into maps,
tables, and narrative that describe these gaps and
needs. Information from the public outreach process will
also be integrated into this process. This gap analysis
will be summarized in the Collisions and Gaps Analysis
Memorandum.
Task 2.2 Deliverables:
• Collisions and Gaps Analysis Memorandum (Draft and
Final)
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
42ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 2.3 Outreach and Engagement
Task 2.3.1 Outreach and Engagement Plan
Alta has extensive experience with outreach and
engagement in Palm Desert and surrounding
communities and understands the importance of
developing materials and conducting activities in
English and Spanish. The Alta team, with input from the
City, will prepare a detailed Outreach and Engagement
Plan that includes community engagement tools to
be used and activities to be held throughout the
development of the Seniors Plan. The Outreach and
Engagement Plan will consist of a strategy to fully
engage underserved communities, including outreach
in multiple languages and means to reach groups
that may not participate in traditional planning events.
The Plan will also include key stakeholders and target
audiences, anticipated outcomes, and proposed
engagement strategy timelines.
Task 2.3.2 Engagement Tools
The Alta team will develop written content for a Seniors
Plan project webpage on the City’s website and social
media platforms. The purpose of this content will be to
promote outreach and education materials, surveys,
workshops, walk audits, the Draft Seniors Plan, and
eventually the Final Seniors Plan.
The website will also allow stakeholders to submit
feedback through a community survey and an online
mapping tool. Alta will leverage our experience working
on other Safe Routes for Seniors projects to develop
a survey that asks about senior needs, priorities, and
ideas for improving mobility and transportation in Palm
Desert. The survey will be available in English and
Spanish, both on the webpage and in paper format.
Surveys may be distributed at key destinations and
with help from key partners, such as The Joslyn Center.
Additionally, Alta will develop an online mapping tool,
to be embedded on or linked to on the webpage,
that allows community members and stakeholders to
identify barriers and ideas for improvements in Palm
Desert. Participants will be able to leave comments,
draw in preferred routes, and more.
Task 2.3.3 Community Workshops
Alta will conduct up to four (4) in-person and virtual
workshops for seniors and other Seniors Plan
stakeholders. The purpose of the workshops will be
to introduce the Seniors Plan project, gather input on
barriers and opportunities for improvements, keep
people informed about the planning process, and later
in the project, confirm that recommendations address
stakeholder concerns and gap/safety issues. The
COVID-19 pandemic taught us that virtual meetings,
broadcasted through various platforms, are the best
way to engage with project stakeholders, including
those who are typically unable to attend community
events due to lack of transportation, work conflicts, or
language barriers. However, we also know, through our
experience working on related Safe Routes for Seniors
projects, that many older adults face technological
barriers and prefer in-person engagement. With that
said, we propose that two (2) of the workshops be held
in-person and two (2) be held virtually to reach a wider
audience.
The structure of the workshops will likely include a brief
presentation on the project background, goals, and
planning process, and stations or breakout rooms where
participants can learn more about specific Seniors Plan
components, such as existing conditions. All workshops
will be conducted in English with Spanish and sign
language interpretation will be available if needed.
Alta assisted the City of Santa Monica with the development of their website for their Active Aging Pilot Program utilizing the City’s website to communicate updates on the pilot and ways the community could participate.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
43ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 2.3.4 Senior Walk Audits
The Alta team will lead three (3) walk audits of each of
the senior areas identified in Task 2.1.3 and Task 2.1.4.
Walk audit participants will include senior residents,
partners, City staff, and other key stakeholders. The
purpose of these walk audits is to observe conditions
and behaviors and identify challenges or impediments
that currently limit walking, biking, and taking public
transit. The walk audits will be an opportunity to verify
existing conditions and will be supported by Spanish-
speaking staff when appropriate.
In addition to the in-person walk audits, the Alta team
will provide community members who are unable to
participate in the walk audit with another way to give
input, such as through the mapping tool described in
Task 2.3.2. The findings from each walk audit, including
feedback and photos, will be incorporated into a Walk
Audit Report.
Task 2.3.5 Pop-Up Workshops
The Alta team knows the importance of meeting people
where they are, particularly to reach those seniors who
may not typically attend City events and meetings.
Because of this, we will conduct “pop-up workshops” at
up to three (3) public events, such as farmer’s markets,
community/resource fairs, or local parks, to inform and
solicit feedback from the community on the Seniors
Plan.
Task 2.3.6 Outreach and Engagement Summary
Memorandum
Alta will develop an Outreach and Engagement
Summary Memorandum that will have a description
of stakeholder involvement in development of the
plan, including outreach to defined underserved
communities, number and location of meetings,
number of attendees, translation services provided,
and summary of feedback received. The Outreach
and Engagement Summary Memorandum will be
designed to allow components/feedback to be easily
incorporated into future grant applications and be
structured as a framework to be updated throughout
the course of the project, incorporating input as
engagement tasks are completed. Findings from the
memo will feed directly into recommendations and
prioritization (Task 2.5).
Task 2.3 Deliverables:
• Outreach and Engagement Plan
• Project website
• Survey
• Virtual Engagement Memorandum
• PowerPoint presentation and photos
• Four (4) Senior Workshops
• Walk Audit Reports
• Photos
• Outreach materials
• “Pop-up workshops” at up to three (3) public events
In Santa Monica, Alta staff facilitated a series of walk audits with senior residents to get input on challenges and barriers to walking, biking, and taking transit in the city.
As part of the Santa Monica Active Aging Pilot Program, Alta staff conducted a series of pop-up tabling events at key destinations for seniors, such as the Santa Monica Public Library, WISE, and Healthy Aging senior center.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
44ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 2.4 Advisory Committee
Stakeholder engagement early in the Seniors Plan
development is crucial to building buy-in and hearing
about concerns from the senior community. Therefore,
the Alta team will convene a Safe Routes for Seniors
Advisory Committee within a few months of the project
kick-off. Alta will be responsible for creating and
disseminating agendas, outlining the role the committee
will serve over the course of the project, and preparing
presentations that will help committee members make
decisions on key project outcomes, such as project
prioritization.
In collaboration with the City, we will compile a list
of invitees to participate in the Advisory Committee.
The list will likely include, but is not limited to,
representatives from:
• City staff, such as from Public Works and Housing
• Caltrans District 8 staff
• Riverside County Transportation Commission
• Riverside University Health System (Riverside
County’s public health department)
• Coachella Valley Association of Governments
• Local community-based organizations, such as The
Joslyn Center
• Senior residents of Palm Desert
• SunLine Transit Agency
• Law enforcement
Alta will prepare Safe Routes for Seniors Advisory
Committee meeting agendas and meeting notes. The
Advisory Committee will meet virtually a maximum of
six (6) times throughout the project and will advise the
project team on potential projects and programmatic
recommendations that align with their goals. The
Advisory Committee will also provide input prior to
major engagement activities and will review key project
deliverables prior to sharing them with the public or
decision-makers.
Task 2.4 Deliverables
• Safe Routes for Seniors Advisory Committee invite list
• Safe Routes for Seniors Advisory Committee
meetings, presentations, agendas, and notes for up to
six (6) virtual meetings
Task 2.5 Recommendation and Prioritization
Task 2.5.1 Recommendations and Cost Estimates
Building on the existing conditions analyses, feedback
from the Safe Routes for Seniors Advisory Committee,
and input from extensive stakeholder engagement,
Alta will develop infrastructure recommendations within
each area identified for Task 2.1.3 (Traffic Counts) and
2.1.4 (Existing Conditions Maps and Memorandum).
Our team will make feasible, implementable
recommendations that will improve the existing active
transportation network for seniors to walk, bike, and
take transit to their destinations safely and conveniently.
Recommendations will be provided in project lists
(tables) and shown in maps.
All infrastructure recommendations will be informed
by existing condition data, walk audits, stakeholder
input, and Alta’s professional expertise. The result
of will be infrastructure recommendations that, once
implemented, will support access to safe, convenient,
and healthy modes of transportation for students,
families, and residents. Recommendations will
include preliminary cost estimates that align with the
requirements of the Caltrans Active Transportation
Program and Safe Streets for All, so that the
recommendations can be easily incorporated into future
grant applications for implementation.
Older adults in Santa Monica were assisted with reading transit maps, using transit passes, planning trips, and more during group outings over the course of the Santa Monica Active Aging Program.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
45ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 2.5.2 Project Prioritization
Understanding the importance of equity and to ensure
that underserved communities are prioritized, the team
will create an equity-framed and data-driven project
prioritization methodology that meets the needs of the
City. The methodology may include, but not be limited
to, the following criteria:
• Safety
• Connectivity
• Gap Closure
• Equity
• Feasibility
• Cost
The list of prioritized projects will serve as a guide for
the City when implementing improvements in future
years. This list will yield projects that are positioned
well for funding through Caltrans ATP and other funding
mechanisms. The project prioritization methodology
may also be used to identify “bundled” projects
(projects combined for safety need or to facilitate
implementation), depending on input from stakeholders
and engineering judgment.
Task 2.5.3 Suggested Route Maps
Using the Safe Routes for Seniors Advisory Committee
and stakeholder input, infrastructure recommendations,
and walk audit observations, Alta will develop
Suggested Routes Maps for the senior areas identified
in Task 2.1.3 and 2.1.4 to help seniors more easily and
safely walk, bicycle, and take transit throughout the
City. The Suggested Routes Maps will display key
destinations like libraries, parks, and pharmacies;
streets, sidewalks, and pathways; transit routes; existing
and proposed bikeways; and more. Maps will also
include safety tips for aging drivers and senior active
transportation users.
Alta will solicit feedback on the Suggested Routes Maps
from City and Advisory Committee before finalizing the
maps. The Suggested Routes Maps will be available in
English and Spanish and will be shared with the public
both digitally and in paper copies. Alta assumes that the
City will handle printing of the maps.
Task 2.5.4 Programmatic Recommendations
Alta will prepare engagement, equity, encouragement,
education, and evaluation program recommendations
to complement the infrastructure recommendations
and promote a culture that embraces active
transportation throughout Palm Desert. Programmatic
recommendations will be informed through the outreach
and engagement described in Task 2.3 and may include
but are not limited to:
• Education for aging drivers
• Pedestrian/bicycle/transit safety classes
• Transportation technology classes (e.g., trip planning)
• Group walks, bike rides, and transit outings
• Direct support programs
• Senior mobility resources fair
Task 2.5 Deliverables
• Infrastructure improvement recommendations, maps,
and cost estimates
• Project Prioritization Methodology and prioritized
network map
• Suggested Routes Maps
• Programmatic recommendations
Alta developed a Walk, Bike, & Transit map tailored to Santa Monica seniors, which included suggested routes, safety tips, and other resources.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
46ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 2.6 Draft and Final Strategy
Based on Tasks 2.1 through 2.5, Alta will prepare a Draft
Seniors Plan for City staff review. The Draft Seniors
Plan will be aligned with Caltrans Active Transportation
Program and SS4A requirements and will include a
summary of actionable next steps for implementation.
The Draft Seniors Plan will provide a framework and
guide for future Safe Routes for Seniors efforts.
The Draft Seniors Plan process will begin with a
detailed outline, to be submitted to City staff for review,
expected to include but not limited to:
• Project Background and Need
• Summary of Data Collection Activities and Findings
• Summary of Outreach and Engagement Strategies
and Findings
• Infrastructure and Programmatic Recommendations
• Short-Term/Low-Cost Recommendations and Long-
Term/Higher Cost Recommendations
• Priority Projects (including description, location, cost
estimates, and timeline)
• Implementation and Next Steps, including Potential
Funding Sources
Once the City has approved the outline, Alta will
develop the Draft Seniors Plan and submit it to the
City for review in MS Word. Alta will review one set
of consolidated and consistent comments using
track changes and commenting in MS Word. Once
these revisions are received, Alta will address any
outstanding issues and develop a Public Draft Seniors
Plan in Adobe InDesign. The Public Draft will be
shared with community members and stakeholders
through the project webpage and at outreach events,
and it will be shared with the Safe Routes for Seniors
Advisory Committee. Based on input received through
engagement and the Advisory Committee, Alta will
update and export a Final Seniors Plan.
Task 2.6 Deliverables
• Draft Seniors Plan
• Public Draft Seniors Plan
• Final Seniors Plan
Task 2.7 City Council Review and Approval
In collaboration with City staff, Alta will prepare
a PowerPoint presentation highlighting the data
collection, outreach and engagement, and prioritization
processes used to compile the Final Seniors Plan. Alta
will conduct one (1) presentation to the Palm Desert City
Council. Alta will solicit feedback on the Plan during this
presentation and respond to any questions from Council
Members. This presentation will serve as the basis
for the City Council to adopt the Final Seniors Plan.
Per direction from City staff, Alta will provide relevant
content for staff to complete staff reports in advance
of this presentation. Following adoption of the Plan, a
resolution will be added to the Final Seniors Plan.
Task 2.7 Deliverables
• Presentation
• City Council adoption of the Final Seniors Plan
Alta’s dynamic in-house graphic design team creates plan documents that are easy-to-read and visually engaging. Alta’s final plan documents are functional guidebooks for implementation with user-friendly graphics.
WALK.
BIKE. THRIVE!
RECOMMENDATIONS
A regional vision for a more w
a
l
k
a
b
l
e
,
b
i
k
e
a
b
l
e
,
and livable metropolitan Atlant
a
PART 1
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
47ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Strategy 3: Public Engagement and Activation
As creative partners with extensive experience in
the City of Palm Desert, Idea Peddler understands
and appreciates the breadth of Palm Desert’s unique
audiences. With full-time and seasonal residents,
visitors old and new, Idea Peddler recognizes that to
change the culture of driving, walking, and biking for
better safety, they will need to develop an audience-
centered approach.
Idea Peddler’s creative approach and media savvy
will work in tandem with Alta’s traffic safety expertise
to build and deliver a campaign that both resonates
with community members and is backed by research
and best practices. Alta’s Programs Team, which is
dedicated to transportation behavior change and traffic
safety campaigns, will support Idea Peddler throughout
Strategy 3, bringing together the best of both worlds.
Tapping into the successful approaches that created
the award winning UNITE Palm Desert campaign,
Idea Peddler, in partnership with the City and Alta, will
create a campaign that is deeply rooted in community,
informed by data, and ultimately results in tangible
outcomes to improve safe active transportation in Palm
Desert.
Task 3.1 Campaign Goals and Objectives
The City of Palm Desert is not just a geographic
location; it’s a tapestry of diverse lifestyles, cultures, and
experiences. Its streets see the hustle of residents, the
leisurely pace of vacationers, and the curiosity of first-
time visitors. Just as each group interacts with the city differently, their perception, habits, and understanding
of the infrastructure are unique. This context forms the
foundation of our approach.
To create a memorable and effective campaign aimed
at promoting safe and comfortable active transportation within Palm Desert, the approach will focus on
raising awareness, educating residents and visitors,
and encouraging the use of active transportation
infrastructure. Idea Peddler will launch a Discovery
Meeting with key City staff and stakeholders to ensure alignment and synchronicity from inception to
execution. The agenda for this meeting will including
the following, resulting in a clear list of objectives,
opportunities, and a roadmap to the next steps:
• Initial presentation: An overview of existing active transportation campaigns regionally and globally,
showcasing successes and lessons learned.
• Open dialogue: City staff to share their vision,
concerns, expectations, and any preliminary data.
• Stakeholder perspective: Invite a few representatives from different demographics (full- and part-time
residents, a regular visitor) for a quick panel
discussion. Their insights will offer a preview of the
larger audience sentiment.
Moreover, we propose that a strong creative brief (the desired deliverable for this task) include insights
from this diverse mix of residents and visitors. It is
important that we hear directly from the audience about
their current awareness, perceptions and barriers to
walking and bicycling in Palm Desert. With this first-hand research, we will be prepared with the insights to
create an impactful and actionable Creative Brief. Our
approach for gathering these insights will include:
• Surveys: Digital surveys targeting different
demographic segments. Questions gauge their current active transportation habits, awareness of
existing active transportation infrastructure, safety
concerns, and barriers to active transportation.
• Best Practices Collaboration: Working in collaboration
with Alta, we’ll have a workshop to dive into the success and barriers to consumer behaviors around
safe biking in Palm Desert.
• Data Driven: Using data Alta has compiled for Safe
Routes plans, we will consider factors limiting use of
active transportation in Palm Desert.
As part of the UNITE Palm Desert campaign, Idea Peddler partnered with a local artist to create a beautiful mural to launch the campaign.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
48ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Using insights from the Discovery Meeting and
Consumer Insight Mining, we’ll draft a Creative Brief.
This document will serve as the blueprint for the entire
campaign. It will outline:
• Key insights about Palm Desert’s demographics and
active transportation characteristics.
• Main objectives of the campaign, both qualitative (e.g.,
change in perception or awareness) and quantitative
(e.g., increase in bike and walk counts by a given
percentage).
• Targeted strategies for each demographic (age,
house-hold income, etc.) and audience (residents,
visitors, part-time residents, etc.) ensuring each
message is tailored and relevant.
• Creative guidelines to maintain consistency and
resonance in all campaign materials.
City staff will have an opportunity to provide feedback
and revisions. We believe in a collaborative approach,
ensuring all voices are heard and incorporated. The
final draft of the Creative Brief Memorandum will
incorporate City staff feedback and be enriched with
insights directly from Palm Desert’s road users, ready to
guide a tailored, effective, and memorable Vision Zero
Campaign for the city.
Task 3.1 Deliverables
• Creative Brief Memorandum
Task 3.2 Ideation and Concept Development
To appeal to the City’s unique audiences, we will
develop a unifying voice that echoes the aspirations of
your community. Our approach to concept development
seeks to marry the ethos of Palm Desert with industry
best practices in a truly local campaign. Not only will we
aim to increase the awareness and education of where
and how to use the active transportation network in and
around Palm Desert, we will inspire behavior change
to promote a more safe and sustainable transportation
system. Our steps to success include:
• Organizing Community Listening Sessions: Using
workshops, surveys, or even digital engagement
platforms building on public and stakeholder
engagement activities conducted in Task 3.1. These
listening sessions with local residents will amplify
our knowledge of barriers, opportunities, and
perspectives related to active transportation in the
City and region, providing foundational knowledge for
the creative concepts we will develop in this task.
• Trend Analysis and Historic Immersion: We will
delve into current global and local advertising trends,
ensuring our campaign feels fresh and relevant. This
utilizes macro and micro trends both within the active
transportation safety sector as well as campaigns
rooted in similar ideas around engagement, health,
sustainability and connection. Moreover, we will
reflect on past campaigns, successes, and challenges
specific to Palm Desert. This will ensure continuity and
avoid redundancies. Given our breadth of work for
Palm Desert over the past 5 years, we have a trove of
information and assets to pull from to help continue
the unified look and feel for Palm Desert promotional
assets. This consistency will also be integral to
reaching each of the respective audiences of Palm
Desert and result in an expansive understanding of
what works and what does not.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
49ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
• Concept Development: Using insights from
community interactions, trend analysis, and historic
immersion, our creative team will craft three
conceptual strategic approaches. These approaches
range from consumer challenges to benefit-focused
initiatives and potentially into aspirational efforts. Each
concept territory will encompass:
»Strategic Communication Anchor: The core
message that holds the campaign together. What
problem does it solve? What message does it
deliver? What is the core reason for being for the
campaign?
»Theme: The overarching narrative that weaves
various campaign elements coherently. This is
a moniker that holds the idea together for easy
understanding and reference.
»Visual Language: Color schemes, designs,
photographic styles, and iconographies that
resonate with Palm Desert’s spirit. What does it
borrow from? What is its antithesis? Where does
it intersect and digress from existing Palm Desert
work?
»Copy Treatment: The language, tone, and style
of communication. This may involve personifying
the brand to help understand the communication
style as though the campaign were a person.
»Mood Boards: A visual representation that
captures the essence of each theme. This may
include font, colors, existing campaigns in the
same sector or for the city itself or aspirational
tones and campaigns from other sectors.
These steps will result in the development of three
(3) robust and diverse creative approaches that we
will present to City staff. Our presentation will seek
to engage City staff in a feedback loop, and refining
concepts accordingly. Once a final concept is zeroed
in on, we will delve deeper into its execution strategy,
crafting scripts, planning shoots, and laying out a
roll-out plan. The ultimate outcome of this task will
be a chosen creative concept that feels right for Palm
Desert, refined and ready for execution. In the Creative
Concepts Memorandum, we will detail this chosen
concept, its various elements, execution strategy, and
showcasing how it will come alive in the streets of Palm
Desert, ensuring residents feel a sense of ownership
and pride every time they encounter it.
Task 3.2 Deliverables
• Finalized Creative Concepts Memorandum
Task 3.3 Content Creation
Palm Desert is not just a city; it’s a place of significance
to a range of unique audiences. Translating this into
effective and engaging content requires both strategic
foresight and creative brilliance. Drawing from our rich
history of partnering with Palm Desert, we are poised to
ensure the success of the City’s Vision Zero campaign.
Our content development process will include:
• Expertise and Collaboration: The campaign and
content creation will benefit from Alta’s unique subject
matter expertise in transportation behavior change
and more than a decade of experience implementing
traffic safety campaigns for public agency clients.
• Varied Mediums: We will develop a range of content
from striking visuals, captivating copy, to immersive
videos. Our in-house team will seamlessly produce
the entire content spectrum, ensuring consistency
in quality and brand voice across all channels. Our
creativity will be boundless across media; starting
with a video-first approach but creating a container
that can be translated to everything from social media
to city murals and even wayfinding signage and/or
murals.
• Asset Reuse and Reiteration: With an expansive
library from our prior campaigns, we are well-
equipped to leverage the existing resources and
create fresh content that feels familiar yet novel.
Excerpt from a creative territory developed for the Palm Desert Pocket Guide.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
50ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Our content development will also be efficient,
adaptable, diverse, and inclusive, leveraging the
following strategies:
• Hero Shoots: We are experts at conducting efficient,
high-impact photoshoots that yield a multitude
of adaptable content. By planning meticulously,
we will capture diverse scenes in concise shoot
periods, maximizing resource utilization. During a
2-3 day shoot, our team of still photographers and
videographers will work with existing infrastructure
and local talent to shoot content that is both timely
and timeless.
• Adaptability: The content will be designed for easy
adaptation, ensuring a long shelf-life and versatility to
meet emerging needs or channels as the campaign
progresses. In post-production, we will utilize our
in-house animators and designers to develop 3D
animation and environment rendering, or to draw
attention to important and relevant information such
as wayfinding and signage.
• Diversity and Inclusivity: To ensure our campaign is
for the community and by the community, we will need
to create a campaign where they can see themselves.
To reflect the broad range of appearances and
abilities that make up Palm Desert, and secure
resident enthusiasm and engagement, it is imperative
that our campaign is representative. To enhance
accessibility, we will utilize high-contrast colors and
larger fonts for readability, and incorporate captions
in videos to accommodate deaf and hard-of-hearing
individuals. Additionally, we’ll ensure that all digital
platforms are compatible with assistive technologies
like screen readers. Alt-text will be provided for all
images, ensuring that visually impaired users receive
comprehensive information. We will also ensure
content is crafted in multiple languages with special
emphasis on Spanish to resonate with a broader
audience. Additionally, visual design elements will
capture the rich tapestry of cultures, histories, and
groups living in the city to ensure every Palm Desert
resident sees a reflection of themselves in our
campaign.
Additionally, our content creation will include targeted
outreach and multi-platform integration strategies to
maximize the campaign’s reach and impact:
• Audience Segmentation: Drawing from our qualitative
listening sessions, we will tailor our content strategy
to address the specific needs, preferences, and pain
points of distinct audience segments of all ages. Used
in a number of ways, the city’s active transportation
network will be promoted in a variety of edits, each
cut to support and represent the different segments
and use cases in Palm Desert’s audience.
• Engagement Channels: Recognizing that each
demographic interacts differently, we’ll deploy multi-
channel strategies across a spectrum from digital to
grassroots. Digital might include social and CTV for
digital natives while grassroots may tap into influential
locals like city officials, business owners, and various
community leaders. Traditional media may leverage
out-of-home to reach visitors and residents alike
or borrow local authenticity and community from
beloved radio DJs or print columnists. Opportunities
may exist for Alta and/or media partners to participate
in or lead culturally resonant events that create buzz
and community spirit such as Farmer’s Markets or
other community events at Civic Center Park or even
on CV Link itself.
• Digital Dominance: In tandem with other promotional
efforts, developing a strong online presence through
strategically placed digital video ads and vibrant
social media content will ensure Palm Desert’s
message reverberates in every digital corner.
Every content piece will be submitted to City staff for
review to ensure the content remains aligned with the
City’s vision and resonates with its inhabitants. The
Campaign Content Memorandum produced as the
product of this collaborative process will serve as a
comprehensive guide detailing major content pieces
created for the campaign. From high-resolution visuals,
copy drafts, video links, to a strategic recommendation
of intended platforms and usage, this document will be
the touchstone for all campaign-related content.
Task 3.3 Deliverables
• Campaign Content Memorandum (including campaign
content)
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
51ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Palm Desert Media Market Estimates
We have developed the following hard cost media estimates and metrics for the Palm Desert market.
This budget will include a minimum of $185,000 for media buys supporting at least 8 months of working
media including a range of channels such as those listed below. Should the City wish to forego in-person
engagements conducted by Alta in the Campaign Implementation phase (Task 5), we can allocate an
additional $15,000 to these media buys. We will work closely with the City in the process of developing Task
3.2 and Task 3.3 memos to select the appropriate channels to maximize the campaign’s reach and impact.
• Billboards and digital OOH (estimated at $2,500-$5,000/board). Examples include Hwy 111 Rotary
billboards, digital screens around pedestrian walking areas, airports, gas stations or other out of home
environments)
• Social media (estimated at $10-20 CPM). Examples include Facebook and Instagram video and static
ads.
• Search (estimated at $0.50-$1.25 CPC). Examples include keywords on “getting around Palm Desert”,
“bike routes Palm Desert”, on Google.
• Local Print (estimated at $40-$75 CPM). Examples include The Desert Sun News, Palm Springs Life,
Inland Empire Magazine, Coachella Valley Weekly, Coachella Valley Independent, The Desert Magazine,
etc.)
• Non-traditional (estimated at $3,000-$15,000/execution). Examples include Murals, Pole Banners
• Digital Community News (estimated at $2,500-$5,000/execution). Examples include Nextdoor, Patch,
Uber/Lyft ads)
• Local Broadcast (TV and/or Radio) (estimated at $8-$30 CPM). Examples include KPSC-FM 88.5, Mix
100.5, KUNA, KGAY, KNWZ, etc.)
Unite Palm Desert Mural, Painted by John Cuevas in collaboration with Idea Peddler on behalf of the City of Palm Desert.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
52ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 3.4 Campaign Workflow
Our team takes project delivery and client satisfaction
seriously. We pride ourselves on clear communication,
professionalism, and smart work. We are committed
to on-time performance. Idea Peddler will coordinate
closely with Alta’s PM throughout the duration of the
project to ensure our well-ordered and integrated
workflow that builds upon and leverages our team’s
respective strengths to produce synergies and amplify
impacts.
Drawing upon our team’s wealth of effective campaign
and project delivery experience, we understand that
the success of any campaign is not just rooted in
the creativity of its content but in the precision of its
execution. Therefore, the Campaign Workflow is not just
a roadmap but a blueprint for our shared success.
Idea Peddler and Alta will employ some of the following
time-tested methods and strategies to ensure a well-
ordered, transparent, and accountable campaign
workflow with a steady cadence of milestones:
Scheduling Strategies:
• Initiation: Each task will have a firm start date following
approvals.
• Phased Campaigns: Our work will be structured in
sprints, with each phase focusing on a different facet
of the campaign, ensuring consistent engagement
and maximum impact.
• Rolling Launch: When appropriate we will test
campaign elements in limited capacities to refine
before the primary launch.
• Periodic Milestones: Such as major community
events, influencer partnerships, or any notable city
celebrations will be tracked to leverage and dovetail
with our campaign.
• Buffer Periods: These will be allocated for both
creation and review, ensuring content is always top-
notch and in line with the City’s vision while avoiding
schedule slippage.
• Detailed Gantt Chart: We will use our cloud-based
tools to develop an interactive Gantt chart assigning
responsibilities, deadlines, and dependencies
for every task, from ideation, content creation, to
community engagement events. The Gantt chart will
be aligned with our multi-channel approach detailing
how each content piece will be leveraged, from
Facebook posts to city-wide banners and community
events.
• Staggered Rollouts: Will be used to space content
releases and keep the campaign fresh and continually
in the audience’s mind.
• Sequential Workflow: Highlighting tasks that are
contingent on prior tasks’ completion ensures smooth
transitions and helps avoid bottlenecks.
• Periodic Updates: Our Gantt chart will be periodically
updated to reflect approved schedule changes and/
or critical path impacts beyond the project team’s
control. This schedule will be integrated with the
overall project schedule and inform regular project
reporting to City staff.
Monitoring, Evaluation, and Reporting Strategies:
• Clear Roles: Every team member from Idea Peddler
and Alta will know their precise role, fostering
accountability.
• Feedback Loops: We will schedule quick feedback
sessions after major campaign milestones to enable
continuous improvement.
• Regular Dashboards: We will develop dashboards for
use in the implementation phase that provide a visual
representation of the campaign’s impact, from reach
to engagement, shared periodically.
This collection of strategies will feed into the Campaign
Workflow Memorandum, which will be a well-crafted
document detailing all aspects of the workflow.
Accompanied by a visual timeline, this memorandum
will serve as the shared reference point for both Idea
Peddler and the City of Palm Desert, ensuring alignment
at every step.
Task 3.4 Deliverables
• Campaign Content Memorandum (including campaign
content)
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
53ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 3.5 Campaign Implementation
The Alta team’s strength lies not just in crafting strategic
campaigns, but in ensuring their quality execution. In
addition to delivering the best in media, our team will
activate the campaign by reaching residents where
they live and play to send the messages home and
connect on a deeper, more personal level. With input
from stakeholders and the City, we will identify up to 4
events and/or community hubs for campaign activation.
Example event venues include the Farmers Market,
Community Center, Joslyn Center, Concerts in the Park,
or other frequented and trusted locations where we
can talk with residents about active transportation and
safety.
We want to go beyond reaching the self-selected
community members who might attend a workshop
or webinar to engage with the broader community
who may not seek out information on their own. At
these events or pop-ups, the Alta Team will invite
engagement through interactive activities with a focus
on active transportation and safety: this could include
anything from field day games to trivia with prizes to a
community art project, all designed with the intention
of educating, building community norms, and ultimately
changing transportation culture. From the outset the
City of Palm Desert can expect the following from Idea
Peddler and Alta’s engagement and activation efforts:
• Campaign Oversight: Our dedicated team ensures
every component aligns with the strategic vision.
We believe in the details and ensure nothing is
overlooked.
• Content Coordination: Our in-house content creators
and coordinators will ensure a consistent narrative
across all platforms, enhancing the City’s brand
presence.
• Quality Control: The assurance of quality is not just a
line item for us; it is an ethos. Every piece of content
undergoes rigorous checks for consistency, tone, and
alignment with campaign objectives.
• Channel Management: With expertise in multi-channel
campaigns, we ensure that the right content reaches
the right audience on the right platform. In fact, our
robust in-house media capabilities have historically
saved Palm Desert thousands of dollars in past
campaigns from limiting wasted impressions in bot
or other irrelevant traffic, as well as improved digital
programmatic bidding prices.
• Performance Monitoring and Real Time Engagement:
Using customized and on-demand reporting tools, we
track the campaign’s pulse in real-time, ensuring we’re
always in tune with its health and effectiveness. We
will make our client-facing dashboard readily available
for maximum transparency. This dashboard provides
reporting on a wide variety of trends and metrics
such as ranking of ad performance, impressions, click
through rates, comments, shares, reactions, video thru
play, and costs across a multitude of digital channels.
• Adaptation to Trends: In the ever-evolving digital
landscape, we stay ahead of the curve, tweaking
the campaign to harness emerging trends and
opportunities. In collaboration with Alta, we’ll continue
to ingest and deploy campaign optimizations and
trends based on both local and global findings as it
relates to this campaign as well as the Vision Zero
Strategy overall.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
54ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Our collective efforts in Task 3.5 will culminate in a
far-reaching yet targeted and tailored campaign that
catalyzes a cultural shift in Palm Desert’s transportation
landscape bringing awareness to the costs of the status
quo and the appeals of alternatives. We will document
the campaign’s planned channels, spend, tactics,
partners and estimated performance benchmarks in the
Campaign Implementation Memorandum that will serve
as the deliverable for this task.
Task 3.5 Deliverables
• Campaign Implementation Memorandum
Task 3.6: Performance Evaluation
Success isn’t linear, and neither is changing the culture
of transportation in Palm Desert. To deliver on the city’s
goals to make an immediate and memorable impact
on the community safely and comfortably using current
active transportation infrastructure, we must measure
the reach and impact of our campaign to understand its
effectiveness and contributions to the City’s task- and
project-level goals, objectives, and metrics, including
those established in collaboration with the City and
documented in earlier meetings and memoranda. This
evaluation will also guide campaign refinements in real-
time and serve as a guidepost for future campaigns in
the post-implementation phase.
Our Performance Evaluation strategies will include:
• Data Collection: Leveraging the best available digital
tracking tools, we’ll tag and capture all data points
from web to creative to understand the deepest
levels of every interaction, ensuring a comprehensive
understanding of audience behavior and creative
impact.
• Conversion Analysis: Beyond engagements, we focus
on tangible results, understanding how interactions
translate to real-world outcomes. We’ll incorporate a
post-campaign qualitative analysis to understand if we
achieved our goals and objectives outlined in the first
Task.
• Channel Effectiveness: Using granular data, we
identify the most effective channels, ensuring better
ROI in subsequent phases.
• Content Assessment: Through a combination
of sources including web, media and audience
engagement, we determine which content pieces
resonated the most.
• Lessons Learned: Every campaign is a treasure trove
of insights. We ensure every challenge and success
is documented, refining our strategy for subsequent
campaigns. Be it creative learnings, media channel, or
audiences, we are always crafting campaign reporting
that illuminates insights for future efforts.
• Reporting: We will create a detailed, yet digestible
Campaign Performance Evaluation Memorandum,
encapsulating the campaign’s journey from inception
to conclusion.
• Client Presentation: We believe in transparent, candid
conversations. Our post-campaign presentation to
the City will not just highlight successes, but also offer
insights into challenges and a roadmap for the future
helping chart next steps to achieving Vision Zero.
Task 3.6 Deliverables
• Campaign Performance Evaluation - Memorandum
• Campaign Performance Evaluation - Presentation
The Alta team has extensive experience leading strategy, implementation, and evaluation for media campaigns, including social media and communications.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
55ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Strategy 4 Investment Strategy
Alta understands the critical importance of identifying
and prioritizing bicycle and pedestrian projects
that meet the City’s strategic objectives, include
broad support, are feasible, and are primed to win
discretionary funding opportunities such as those
available through USDOT’s SS4A Program and Caltrans‘
Active Transportation Program. Our work in Strategy
4 will focus on (1) consolidating active transportation
projects in existing plans and new ones from the School
and Seniors plans (2) developing a robust and equitable
project prioritization process informed by stakeholders
and grant criteria and (3) applying this process to
produce an Investment Strategy with at least $10 million
in improvements for the City Council’s ultimate approval
including accompanying project descriptions, cost
estimates, and preliminary concept maps for use in
future grant applications.
Task 4.1 Review and Consolidate Planning Documents
In this task the Alta team will review city, regional,
and state planning documents to identify active
transportation projects that are outstanding. In addition
to documents listed in the RFP, covering plans and
studies from the City and CVAG, our review will include
an exhaustive search of relevant documents such as:
• Caltrans District 8 Active Transportation Plan (2022)
• Riverside County Transportation Commission’s (RCTC)
Long Range Transportation Study (2019)
• RCTC Inland Empire Comprehensive Multimodal
Corridor Plan (2022 Update)
• Southern California Association of Government’s
Connect SoCal 2024 (plan due for public review and
comment in fall 2023)
Findings from this review will be combined in a
spreadsheet with newly produced recommendations
from the School and Seniors plans. As available,
each recommendation will be sorted by a variety of
attributes such as referenced planning document,
mode (ped, bike or both), facility type, project extent,
roadway segment and jurisdiction, estimated cost,
project development phase, HIN alignment, application
of Crash Modification Factors (CMF), and equity (e.g.,
whether the project is located in an area of Palm
Desert experiencing elevated levels of housing burden,
linguistic isolation, poverty, and/or environmental
burden). We will also seek to identify overlaps between
recommendations and whether such recommendations
were developed independently or through earlier
consolidation efforts. Attributes that support
assessment of feasibility and connectivity may also be
included.
This key information will be selected and refined
in close consultation with City staff. We propose to
conduct this review process concurrent with the
selection of project prioritization criteria in Task 4.2
(discussed in detail below) to maximize the efficiency
of information gathering. Additionally, we propose
to complete the High Injury Network (HIN) and
countermeasure analyses discussed in Task 5.1 (Identify
and Develop Content for Dashboard and Monitoring
Tool) prior to initiating our review and consolidation
process in Task 4.1. This step will allow our review to be
informed by these important analytical findings that may
have significant bearing on project prioritization.
Task 4.1 Deliverables
• Capital Project Spreadsheet (without prioritization
Alta’s prioritization process will help to ensure capital improvements submitted for grant funding include broad support, are feasible, and are primed to win discretionary funding opportunities
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
56ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Task 4.2 Prioritize Capital Projects
Prioritization balances Palm Desert’s values and grant
funding criteria with available data and tradeoffs to
understand which projects will provide the greatest
return on investment. Our criteria development process
will be aligned with the review and consolidation
process discussed in Task 4.1 and be informed by the
systemic safety analyses conducted in Task 5.1. It will
carefully consider community values, feasibility, and
fundability. Like the prioritization processes used in the
School and Seniors plans, our selection of metrics and
methods will be informed by equity and work to ensure
the benefit of underserved communities and the City as
a whole.
Implementation grant selection criteria in the FY23
SS4A NOFO included five merit criteria: #1 Safety
Impact; #2 Equity, Engagement, and Collaboration;
#3 Effective Practices and Strategies; #4 Other DOT
Strategic Goals; and #5 Supplemental Planning and
Demonstration Activities. These will be carefully
reviewed to inform criteria selection in our process and
to develop a streamlined set of prioritization criteria
taking other considerations and input from City staff into
account. We will also review previously awarded SS4A
Implementation Grant applications to glean information
that may further strengthen future applications and
merit inclusion in the prioritization process.
Alta’s Civic Analytics team has developed tools to
streamline metric creation, score development, and
overlay processes to efficiently deliver prioritization
analysis. Based on the types of data available Alta can
use qualitative scoring or percentile-based scores for
comparing different metrics of success for projects. In
consultation with City staff, Alta will establish weighting
schemes for different prioritization scenarios and
provide draft results for review by relevant stakeholders.
The project prioritization methodology may also be
used to identify “bundled” projects (projects combined
for safety need or to facilitate implementation),
depending on input from stakeholders and engineering
judgment. Based on stakeholder review and a
sensitivity analysis of results based on different weights,
Alta will develop a preferred prioritization approach that
will be documented in the Prioritization Methodology
Memorandum. We will apply the adopted method(s)
to the Capital Project Spreadsheet to produce the
Updated Capital Project Spreadsheet with Prioritization.
Task 4.2 Deliverables
• Meet with City staff to discuss prioritization
methodology.
• Prioritization Methodology Memorandum
• Updated Capital Project Spreadsheet (with
Prioritization)
Task 4.3 Draft and Final Investment Strategy
Using the Updated Capital Project Spreadsheet with
Prioritization, Alta will compile a list of Comprehensive
Recommendations. These recommendations will
include preliminary cost estimates that align with the
requirements of the Caltrans Active Transportation
Program and SS4A, so that the recommendations can
be easily incorporated into future grant applications
for implementation. Based on the ranking and cost of
the Comprehensive Recommendations, along with the
potential to bundle improvements to address specific
needs or gain efficiencies, Alta will select $10 - $15
million in priority capital projects that align with previous
SS4A implementation grant guidelines. We will work
closely with City staff to select and refine this list of
Grant Recommendations.
We will compile the Comprehensive Recommendations
and Grant Recommendations along with the preliminary
concept maps and other supporting materials in the
Draft Public investment Strategy (Strategy).
The Draft Strategy will also include a concise
introduction acknowledging the USDOT and providing
background on the SS4A program and indicating the
City’s intent to use the Strategy document to pursue
funds from this program. Further, the Draft Strategy will
detail the project review and consolidation process and
provide a chapter on the methodology used to prioritize
projects for investment. Alta will meet with City staff
to review this draft and garner feedback. Following
resolution of comments, we will submit the Final
Investment Strategy that will provide a clear roadmap
for future funding pursuits and programming efforts
once adopted by City Council.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
U.S. DEPARTMENT OF TRANSPORTATION
EXHIBITS TO FHWA GRANT AGREEMENTS UNDER THE FISCAL YEAR 2022 SAFE STREETS AND ROADS FOR ALL GRANT PROGRAM February 8, 2023
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
A-1
EXHIBIT A APPLICABLE FEDERAL LAWS AND REGULATIONS
By entering into this agreement for a FY 2022 Safe Streets and Roads for All Grant, the Recipient assures and certifies, with respect to this Grant, that it will comply with all applicable Federal laws, regulations, executive orders, policies, guidelines, and requirements as they relate to the application, acceptance, and use of Federal funds for this Project. Performance under this
agreement shall be governed by and in compliance with the following requirements, as
applicable, to the type of organization of the Recipient and any applicable sub-recipients. The applicable provisions to this agreement include, but are not limited to, the following: General Federal Legislation
a. Federal Fair Labor Standards Act – 29 U.S.C. 201, et seq.
b. Hatch Act – 5 U.S.C. 1501, et seq. c. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 – 42 U.S.C. 4601, et seq. d. National Historic Preservation Act of 1966 - Section 106 – 54 U.S.C. 306108
e. Archeological and Historic Preservation Act of 1974 – 54 U.S.C. 312501, et seq.
f. Native American Graves Protection and Repatriation Act – 25 U.S.C. 3001, et seq. g. Clean Air Act, P.L. 90-148, as amended – 42 U.S.C. 7401, et seq. h. Section 404 of the Clean Water Act, as amended – 33 U.S.C. 1344 i. Section 7 of the Endangered Species Act, P.L. 93-205, as amended – 16 U.S.C. 1536
j. Coastal Zone Management Act, P.L. 92-583, as amended – 16 U.S.C. 1451, et seq.
k. Flood Disaster Protection Act of 1973 - Section 102(a) – 42 U.S.C. 4012a l. Age Discrimination Act of 1975 – 42 U.S.C. 6101, et seq. m. American Indian Religious Freedom Act, P.L. 95-341, as amended n. Drug Abuse Office and Treatment Act of 1972, as amended – 21 U.S.C. 1101, et seq.
o. The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and
Rehabilitation Act of 1970, P.L. 91-616, as amended – 42 U.S.C. 4541, et seq. p. Sections 523 and 527 of the Public Health Service Act of 1912, as amended – 42 U.S.C. 290dd through 290dd-2 q. Architectural Barriers Act of 1968 – 42 U.S.C. 4151, et seq.
r. Power Plant and Industrial Fuel Use Act of 1978, P.L. 100-42 - Section 403 – 42 U.S.C.
8373 s. Contract Work Hours and Safety Standards Act – 40 U.S.C. 3701, et seq. t. Copeland Anti-kickback Act, as amended – 18 U.S.C. 874 and 40 U.S.C. 3145 u. National Environmental Policy Act of 1969 – 42 U.S.C. 4321, et seq.
v. Wild and Scenic Rivers Act, P.L. 90-542, as amended – 16 U.S.C. 1271, et seq.
w. Federal Water Pollution Control Act, as amended – 33 U.S.C. 1251-1376 x. Single Audit Act of 1984 – 31 U.S.C. 7501, et seq. y. Americans with Disabilities Act of 1990 – 42 U.S.C. 12101, et seq. z. Title IX of the Education Amendments of 1972, as amended – 20 U.S.C. 1681 through
1683 and 1685 through 1687
aa. Section 504 of the Rehabilitation Act of 1973, as amended – 29 U.S.C. 794 bb. Title VI of the Civil Rights Act of 1964 – 42 U.S.C. 2000d, et seq.
cc. Title IX of the Federal Property and Administrative Services Act of 1949 – 40 U.S.C.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
A-3
e. Contractors and subcontractors on public building or public work financed in whole or part by loans or grants from the United States – 29 C.F.R. Part 3
f. Labor standards provisions applicable to contracts governing federally financed and
assisted construction (also labor standards provisions applicable to non-construction contracts subject to the Contract Work Hours and Safety Standards Act) – 29 C.F.R. Part 5 g. Office of Federal Contract Compliance Programs, Equal Employment Opportunity,
Department of Labor (Federal and federally assisted contracting requirements) – 41
C.F.R. Parts 60, et seq. h. New Restrictions on Lobbying – 49 C.F.R. Part 20 i. Nondiscrimination in Federally Assisted Programs of the Department of Transportation –Effectuation of Title VI of the Civil Rights Act of 1964 – 49 C.F.R. Part 21
j. Uniform relocation assistance and real property acquisition for Federal and Federally
assisted programs – 49 C.F.R. Part 24 k. Nondiscrimination on the Basis of Sex in Education Programs or Activities Receiving Federal Financial Assistance – 49 C.F.R. Part 25 l. Nondiscrimination on the Basis of Handicap in Programs and Activities Receiving or
Benefiting from Federal Financial Assistance – 49 C.F.R. Part 27
m. DOT’s implementation of DOJ’s ADA Title II regulations compliance procedures for all programs, services, and regulatory activities relating to transportation under 28 C.F.R. Part 35 n. Enforcement of Nondiscrimination on the Basis of Handicap in Programs or Activities
Conducted by the Department of Transportation – 49 C.F.R. Part 28
o. Denial of public works contracts to suppliers of goods and services of countries that deny procurement market access to U.S. contractors – 49 C.F.R. Part 30 p. Governmentwide Requirements for Drug-Free Workplace (Financial Assistance) – 49 C.F.R. Part 32
q. DOT’s implementing ADA regulations for transit services and transit vehicles, including
the DOT’s standards for accessible transportation facilities in Part 37, Appendix A – 49 C.F.R. Parts 37 and 38 r. Participation by Disadvantaged Business Enterprises in Department of Transportation Financial Assistance Programs – 49 C.F.R. Part 26 (as applicable under section 18.3 of
this agreement)
Office of Management and Budget Circulars a. Any applicable OMB Circular based upon the specific FY 2022 Safe Streets and Roads for All Grant Recipient.
Highway Federal Legislation a. Agreements relating to the use of an access to rights-of-way—Interstate System, 23 U.S.C. 111 b. Planning, 23 U.S.C. 134 and 135 (except for projects that are not regionally significant
that do not receive funding under Title 23 or Chapter 53 of Title 49)
c. Tolls, 23 U.S.C. 301 (to the extent the recipient wishes to toll an existing free facility that has received Title 23 funds in the past); except as authorized by 23 U.S.C. 129 and 166. d. Efficient Environmental Reviews - 23 U.S.C. 139
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
A-4
e. Policy on lands, wildlife and waterfowl refuges, and historic sites - 49 U.S.C. 303
Federal Highway Regulations
a. Planning – 23 C.F.R. Part 450 (except for projects that are not regionally significant that do not receive funding under Title 23 or Chapter 53 of Title 49) b. National Highway System Design Standards – 23 C.F.R. Part 625 c. Location and Hydraulic Design of Encroachments on Flood Plains – 23 C.F.R. Part 650
Subpart A
d. Manual on Uniform Traffic Control Devices – 23 C.F.R. Part 655 e. Length, Width and Weight Limitations – 23 C.F.R. Part 658 f. Environmental Impact and Related Procedures – 23 C.F.R. Part 771 g. Parks, Recreation Areas, Wildlife and Waterfowl Refuges, and Historic Sites (Section
4(f)) – 23 C.F.R. Part 774
h. Permitting Requirements under the National Pollutant Discharge Elimination System – 40 C.F.R. Part 122 Specific assurances required to be included in the FY 2022 Safe Streets and Roads for All Grant
agreement by any of the above laws, regulations, or circulars are hereby incorporated by
reference into this agreement.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
57ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Funding Expertise
Funding Expertise
Funding Source Awarding Agency Amount Procured
Affordable Housing and Sustainable Communities California Department of Housing and Community Development $618,139,626
Round 3 $44.8M
Round 4 $103.9M
Round 5 $131.3M
Round 6 $181.5M
Round 7 $156.5M
Active Transportation Program Caltrans $186,392,305
Cycle 1 $26.7M
Cycle 2 $24.2M
Cycle 3 $24.9M
Cycle 4 $28.3M
Cycle 5 Quick-Build Pilot Program $874K
Cycle 5 $39M
Cycle 6 $34.2M
Highway Safety Improvement Program Caltrans $2,600,000
Sustainable Transportation Grants Caltrans $3,306,877
TIGER USDOT $48,722,700
TIGER II $15M
TIGER IV $23.2M
TIGER V $10.5M
BUILD USDOT $41,000,000
RAISE USDOT $110,369,423
SMART USDOT $2,000,000
Local Grants (includes funding sources for bicycle and pedestrian facilities, Safe Routes to School, trails and greenways, Complete Streets and Green Streets, and more)
Various (awarding agencies include cities, counties, transportation authorities, associations of government, and more $84,316,430
Total Funding Awarded: 1,096,847,361
Alta staff have assisted jurisdictions across the country to secure more than $1 billion
in grant funding for multimodal projects.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
58ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Funding Expertise
Our schedule for this Strategy will prepare the City to
submit transformative improvements in the anticipated
spring 2025 SS4A Implementation Grant cycle while
our robust and inclusive planning process will help to
ensure they are highly competitive for funding. Alta
has an impressive track record of winning high-value
capital improvement grants such as this for clients. For
instance, our design, engagement, and grant writing
support for the Pacific Electric Trail Expansion Feasibility
Study led to the City of Rialto winning nearly $7 million
in Active Transportation Program funding to build the
Pacific Electric Trail extension. We bring that same
commitment to excellence and implementation to this
effort.
Task 4.3 Deliverables
• Draft Investment Strategy including Preliminary
Concept Maps
• Meet with City staff to discuss Draft Investment
Strategy
• Draft Public Investment Strategy
• Final Investment Strategy
Task 4.4 City Council Review and Approval
The Alta team will prepare a PowerPoint presentation
highlighting the extent of plans reviewed; the
prioritization process including criteria and weighting
selection informed by inputs from City staff; and the
purpose and findings of the investment strategy
including presentation of Grant Recommendations
along with cost estimates, descriptions, and preliminary
concept maps from one or more highlighted projects.
The structure and content of this presentation will be
refined in consultation with City staff. This presentation
will serve as the basis for the City Council to adopt the
Final Investment Strategy. Per direction from City staff,
Alta will provide relevant content for staff to complete
staff reports in advance of this presentation. Following
adoption of the Plan, a resolution will be added to the
Final Investment Strategy.
Task 4.4 Deliverables
• City Council Meeting - Presentation
Alta staff frame our work so that clients win implementation funding.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
59ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Funding Expertise
Strategy 5 Dashboard and Monitoring Tool
The Alta team will leverage our industry-leading
expertise in safety analytics and visualization to develop
a Dashboard and Monitoring Tool that illustrates the
current state of safety in Palm Desert and identifies
initiatives that move the City closer to its targets. This
dashboard is also envisioned to provide City staff with
a highly automated mechanism to maintain their safety
dashboard, track progress, and take ownership of how
data informs their efforts.
Task 5.1 Identify and Develop Content
Task 5.1.1 Systemic Safety Analysis Methodology
Memo
Alta will conduct an initial review of available data
sets prior to meeting with City staff. This review will
incorporate Transportation Injury Mapping System
(TIMS) or SWITRS data utilized for Collision and Gap
Analysis tasks and other available data relating to
infrastructure, safety conditions, and demographics
such as OpenStreetMap and American Community
Survey. The availability of Sheriff’s Department data
and traffic operations center data will be assessed
specifically for severe crashes that have yet to be
processed through SWITRS. Additionally, Alta staff
will review relevant planning documents such as the
Local Roadway Safety Plan (2016) and Walk & Roll
Bicycle & Pedestrian Gap Analysis (2022) to understand
community needs and concerns along with relevant
public input gathered in tasks 1 – 3.
The Alta team will share the findings of this initial scan
in a meeting with City staff along with any potential
analysis implications based on data availability or
fidelity. The Alta team will also solicit input on additional
datasets available to the City and discuss potentially
sensitive data that may require data sharing agreements
or application of data scrubbing techniques in order
to be incorporated into subsequent analysis and
visualization tasks. For efficiency, Alta’s budget for this
task assumes the use of readily available datasets.
Following these discussions, Alta will develop the
Systemic Safety Analysis Methodology Memo which
details the data inputs, methodologies, background
information, data assumptions, and analysis outputs for
each proposed analysis task and data deliverable in
Task 5.
Task 5.1.2 High Injury Network Development
High injury networks (HINs) identify streets with the
largest concentration of FSI collisions. These networks
often illustrate that a small amount of improvable
network can address the majority of FSI collisions. Alta
will develop a HIN for the study area based on the risk
implied from the intersection of the collision history with
the street network to be cross referenced with related
analyses included in the 2016 LRSP. These networks
are often developed by a staged process of developing
a risk index based on the collision types and severities
and their intensity. Then, Alta will accumulate collisions
to the network in the order of that index to identify
a network with a significant proportion of collisions
relative to the improvable length being targeted. Based
on the appropriate threshold developed in coordination
with feedback from City staff, Alta will create maps of
a finalized HIN. Based on the HIN, Alta will take any
analysis or available context and provide tabulations
that explain the composition of streets, built form, and
communities identified to be proximal to the HIN. In
addition to supporting Dashboard and Monitoring Tool
development, this analysis will also be used to inform
the investment strategy prioritization in Task 4.2.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
60ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Funding Expertise
Task 5.1.3 Countermeasure Identification &
Evaluation
Alta will conduct an evaluation of citywide collision
patterns in Palm Desert with an aim to identify a short-
list of countermeasures that could mitigate the risk
of severe collisions. Leveraging this short list, Alta
will pinpoint 2-4 countermeasures founded on either
collision attributes or risk factors pertinent to the
contextual scenario of a collision. Collision factors could
encompass the nature of vehicle code violations, or
the modes of transportation involved in the incident,
whereas potential contextual risk assessments could
span vehicle, bicycle, and pedestrian risk factors.
These risk factors may comprise data on the number
of traffic lanes, posted speed limits, types of bicycle
facilities, the built environment, lighting presence,
transit stops, median widths, horizontal curvature of the
road, intervals between crossing opportunities, and
intersection characteristics like traffic control types and
signal presence or phasing. Alta acknowledges that
not all risk factors may be thoroughly inventoried in
available data and will adapt our approach accordingly.
Following this analysis, Alta will allocate
countermeasures to either specific collisions or broader
areas identified as candidates for potential deployment.
The final mapping approach will be tailored based
on City staff preferences and the intrinsic needs of
the project. Crash Modification Factors (CMF) and/or
Crash Reduction Factors (CRF) that are widely used
in the traffic safety field and readily available on the
CMF Clearinghouse will be applied to the selected
countermeasures to provide an estimated effect size
for each. As appropriate, these countermeasures and
their CMF/CRF attributes can be incorporated as a
layer in the Data Dashboard to provide a useful safety
improvement tool for the City and its stakeholders.
Additionally, our identification and evaluation of
countermeasures will be used to inform the investment
strategy prioritization in Task 4.2.
Task 5.1 Deliverables
• Systemic Safety Analysis Methodology Memo
• HIN Maps and Tabulations
• Countermeasure Maps and CMF/CRS Assessment
Collision cause analysis conducted for San Mateo County jurisdictions highlighting some of the most egregious factors.
MEMORANDUM
Alta Planning + Design, Inc. San Mateo County Department of Education 2
Table 1. Collision Causes by Severity & Vulnerable Road Users
Primary Collision Causes Grand Total
(%)2 Active Motor
Vehicle Total Active Motor
Vehicle Total
Unsafe Speed 12.2% 20.9% 17.2% 10.0% 30.7% 25.7% 25.0%
Automobile Right of Way3 7.5% 14.2% 11.4% 11.6% 19.3% 17.4% 16.9%
Improper Turning 8.6% 17.4% 13.7% 12.6% 15.6% 14.9% 14.8%
Traffic Signals and Signs 3.9% 6.5% 5.4% 5.8% 8.5% 7.8% 7.6%
Driving Under the Influence 2.7% 21.9% 13.8% 1.3% 8.5% 6.8% 7.4%
Pedestrian Right of Way3,4 28.8% 0.0% 12.2% 26.5% 0.0% 6.3% 6.8%
Wrong Side of Road 1.8% 6.0% 4.2% 6.5% 2.0% 3.1% 3.2%
Following Too Closely 0.0% 0.8% 0.5% 0.5% 4.1% 3.2% 3.0%
Other Improper Driving 1.6% 2.2% 1.9% 2.4% 3.2% 3.0% 2.9%
Pedestrian Violation 21.1% 0.0% 9.0% 9.3% 0.0% 2.2% 2.8%
Unknown 4.3% 2.3% 3.2% 4.3% 2.2% 2.7% 2.8%
Other Hazardous Violation 3.6% 0.0% 1.5% 3.7% 0.9% 1.6% 1.6%
Not Stated 1.6% 2.2% 1.9% 2.2% 1.2% 1.5% 1.5%
Other Than Driver (Or Pedestrian) 0.7% 2.5% 1.7% 0.7% 1.3% 1.2% 1.2%
Unsafe Lane Change 0.5% 0.5% 0.5% 0.5% 1.4% 1.2% 1.2%
Improper Passing 0.7% 1.3% 1.1% 1.5% 0.8% 0.9% 0.9%
Hazardous Parking 0.2% 0.8% 0.6% 0.1% 0.1% 0.1% 0.2%
Impeding Traffic 0.0% 0.3% 0.2% 0.1% 0.1% 0.1% 0.1%
Other Equipment 0.0% 0.0% 0.0% 0.1% 0.0% 0.1% 0.1%
Lights 0.0% 0.0% 0.0% 0.2% 0.0% 0.0% 0.0%
Brakes 0.2% 0.0% 0.1% 0.0% 0.0% 0.0% 0.0%
1. Percentages will add up to approximately 100% within each column. They indicate the relative propensity for common collision types with respect to severity
and whether vulnerable road users are involved.
2. Table is sorted by the percentage of all collisions attributed to each primary collision cause.
3. Right of Way collisions typically refer to collision causes that result from improper yielding by the appropriate party.
4. Pedestrian collisions make up most of the active collisions observed, and TIMs does not have categories for bicycle right of way violations.
FSI Non-FSI
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
61ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Funding Expertise
Task 5.2 Design Data Dashboard
The dashboard design process will kick off with a
meeting with the relevant staff to grasp the desires
and expectations for the dashboard, aiming to unify
understanding of design objectives, functional
requirements, and data metrics to be visualized.
Following this dialogue, a design document will
be crafted for review, featuring screenshots of the
expected user interface, tabs, and pages, alongside
a narrative outlining the backend infrastructure,
anticipated APIs, web interface design, and overall
application architecture.
Upon receiving feedback on the initial design
document, a finalized version will be developed. This
document will reflect the design refinements based on
the feedback and serve as a definitive blueprint for the
dashboard design, marking a significant step towards its
development and deployment.
We propose to build the Safety Data Dashboard using
ArcGIS’s Online (AGOL) Experience Builder using a
guest login provided by the city to their ArcGIS Online /
Portal infrastructure. Alta has used Experience Builder
extensively to build highly effective and user-friendly
data dashboards such as Nashville’s Vision Zero Data
Dashboard. In Alta’s experience, AGOL provides a cost-
effective deployment solution for cities to maintain and
host their own applications over time and aligns with the
City’s existing use of Esri products. If desired, Alta can
explore alternative solutions in close collaboration with
City staff and assess feasibility for implementation in
alignment with allotted budget.
Task 5.2 Deliverables
• Data Dashboard Technical Architecture Memorandum
Task 5.3 Develop and Implement Data Dashboard
Alta will build a Safety Data Dashboard that will contain
key findings and narratives that illustrate the current
state of safety in the region, identifies performance
measures to track progress, and identifies solutions
and countermeasures that can be implemented to
move the city closer to meeting their Vision Zero goals.
This dashboard is envisioned to provide the city with
a highly automated mechanism to maintain their safety
dashboard, track progress, and take ownership of how
data informs their Vision Zero efforts. Alta will also
develop a Technical Documentation Memorandum to
accompany the Data Dashboard which synthesizes the
Systemic Safety Analysis Methodology Memorandum
developed in Task 5.1 and the Data Dashboard
Technical Architecture Memorandum developed in Task
5.2 supplemented with basic instructions for end users
of the Data Dashboard.
Task 5.3 Deliverables
• Data Dashboard
• Technical Documentation Memorandum for Data
Dashboard
Alta created a Safety Data Dashboard for the City of Nashville that enables intuitive and transparent tracking of its Vision Zero Action Plan performance.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
Exhibit “A-I”
Revised 07-2023 BBK 72500.00001\32374915.1
EXHIBIT "A-I" FEDERALLY REQUIRED PROVISIONS FOR SERVICES
(See Following Pages)
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
U.S. DEPARTMENT OF TRANSPORTATION
EXHIBITS TO FHWA GRANT AGREEMENTS UNDER THE FISCAL YEAR 2022 SAFE STREETS AND ROADS FOR ALL GRANT PROGRAM February 8, 2023
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
A-1
EXHIBIT A APPLICABLE FEDERAL LAWS AND REGULATIONS
By entering into this agreement for a FY 2022 Safe Streets and Roads for All Grant, the Recipient assures and certifies, with respect to this Grant, that it will comply with all applicable Federal laws, regulations, executive orders, policies, guidelines, and requirements as they relate to the application, acceptance, and use of Federal funds for this Project. Performance under this
agreement shall be governed by and in compliance with the following requirements, as
applicable, to the type of organization of the Recipient and any applicable sub-recipients. The applicable provisions to this agreement include, but are not limited to, the following: General Federal Legislation
a. Federal Fair Labor Standards Act – 29 U.S.C. 201, et seq.
b. Hatch Act – 5 U.S.C. 1501, et seq. c. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 – 42 U.S.C. 4601, et seq. d. National Historic Preservation Act of 1966 - Section 106 – 54 U.S.C. 306108
e. Archeological and Historic Preservation Act of 1974 – 54 U.S.C. 312501, et seq.
f. Native American Graves Protection and Repatriation Act – 25 U.S.C. 3001, et seq. g. Clean Air Act, P.L. 90-148, as amended – 42 U.S.C. 7401, et seq. h. Section 404 of the Clean Water Act, as amended – 33 U.S.C. 1344 i. Section 7 of the Endangered Species Act, P.L. 93-205, as amended – 16 U.S.C. 1536
j. Coastal Zone Management Act, P.L. 92-583, as amended – 16 U.S.C. 1451, et seq.
k. Flood Disaster Protection Act of 1973 - Section 102(a) – 42 U.S.C. 4012a l. Age Discrimination Act of 1975 – 42 U.S.C. 6101, et seq. m. American Indian Religious Freedom Act, P.L. 95-341, as amended n. Drug Abuse Office and Treatment Act of 1972, as amended – 21 U.S.C. 1101, et seq.
o. The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and
Rehabilitation Act of 1970, P.L. 91-616, as amended – 42 U.S.C. 4541, et seq. p. Sections 523 and 527 of the Public Health Service Act of 1912, as amended – 42 U.S.C. 290dd through 290dd-2 q. Architectural Barriers Act of 1968 – 42 U.S.C. 4151, et seq.
r. Power Plant and Industrial Fuel Use Act of 1978, P.L. 100-42 - Section 403 – 42 U.S.C.
8373 s. Contract Work Hours and Safety Standards Act – 40 U.S.C. 3701, et seq. t. Copeland Anti-kickback Act, as amended – 18 U.S.C. 874 and 40 U.S.C. 3145 u. National Environmental Policy Act of 1969 – 42 U.S.C. 4321, et seq.
v. Wild and Scenic Rivers Act, P.L. 90-542, as amended – 16 U.S.C. 1271, et seq.
w. Federal Water Pollution Control Act, as amended – 33 U.S.C. 1251-1376 x. Single Audit Act of 1984 – 31 U.S.C. 7501, et seq. y. Americans with Disabilities Act of 1990 – 42 U.S.C. 12101, et seq. z. Title IX of the Education Amendments of 1972, as amended – 20 U.S.C. 1681 through
1683 and 1685 through 1687
aa. Section 504 of the Rehabilitation Act of 1973, as amended – 29 U.S.C. 794 bb. Title VI of the Civil Rights Act of 1964 – 42 U.S.C. 2000d, et seq.
cc. Title IX of the Federal Property and Administrative Services Act of 1949 – 40 U.S.C.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
A-2
1101 -1104, 541, et seq. dd. Limitation on Use of Appropriated Funds to Influence Certain Federal Contracting and
Financial Transactions – 31 U.S.C. 1352
ee. Freedom of Information Act – 5 U.S.C. 552, as amended ff. Magnuson-Stevens Fishery Conservation and Management Act – 16 U.S.C. 1855 gg. Farmland Protection Policy Act of 1981 – 7 U.S.C. 4201, et seq. hh. Noise Control Act of 1972 – 42 U.S.C. 4901, et seq.
ii. Fish and Wildlife Coordination Act of 1956 – 16 U.S.C. 661, et seq.
jj. Section 9 of the Rivers and Harbors Act and the General Bridge Act of 1946 – 33 U.S.C. 401 and 525 kk. Section 4(f) of the Department of Transportation Act of 1966 – 49 U.S.C. 303 ll. Comprehensive Environmental Response, Compensation, and Liability Act of 1980
(CERCLA), as amended – 42 U.S.C. 9601, et seq.
mm. Safe Drinking Water Act – 42 U.S.C. 300f to 300j-26 nn. Wilderness Act – 16 U.S.C. 1131-1136 oo. Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act of 1976 – 42 U.S.C. 6901, et seq.
pp. Migratory Bird Treaty Act – 16 U.S.C. 703, et seq.
qq. The Federal Funding Transparency and Accountability Act of 2006, as amended (Pub. L. 109–282, as amended by section 6202 of Public Law 110–252) rr. Cargo Preference Act of 1954 – 46 U.S.C. 55305 ss. Section 889 of the John D. McCain National Defense Authorization Act for Fiscal Year
2019, Pub. L. 115-232
Executive Orders a. Executive Order 11246 – Equal Employment Opportunity b. Executive Order 11990 – Protection of Wetlands
c. Executive Order 11988 – Floodplain Management
d. Executive Order 12372 – Intergovernmental Review of Federal Programs e. Executive Order 12549 – Debarment and Suspension f. Executive Order 12898 – Federal Actions to Address Environmental Justice in Minority Populations and Low-Income Populations
g. Executive Order 13166 – Improving Access to Services for Persons With Limited
English Proficiency h. Executive Order 13985 – Advancing Racial Equity and Support for Underserved Communities Through the Federal Government i. Executive Order 14005 – Ensuring the Future is Made in All of America by All of
America’s Workers
j. Executive Order 14008 – Tackling the Climate Crisis at Home and Abroad General Federal Regulations a. Uniform Administrative Requirements, Cost Principles, and Audit Requirements for
Federal Awards – 2 C.F.R. Parts 200, 1201
b. Non-procurement Suspension and Debarment – 2 C.F.R. Parts 180, 1200 c. Investigative and Enforcement Procedures – 14 C.F.R. Part 13 d. Procedures for predetermination of wage rates – 29 C.F.R. Part 1
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
A-3
e. Contractors and subcontractors on public building or public work financed in whole or part by loans or grants from the United States – 29 C.F.R. Part 3
f. Labor standards provisions applicable to contracts governing federally financed and
assisted construction (also labor standards provisions applicable to non-construction contracts subject to the Contract Work Hours and Safety Standards Act) – 29 C.F.R. Part 5 g. Office of Federal Contract Compliance Programs, Equal Employment Opportunity,
Department of Labor (Federal and federally assisted contracting requirements) – 41
C.F.R. Parts 60, et seq. h. New Restrictions on Lobbying – 49 C.F.R. Part 20 i. Nondiscrimination in Federally Assisted Programs of the Department of Transportation –Effectuation of Title VI of the Civil Rights Act of 1964 – 49 C.F.R. Part 21
j. Uniform relocation assistance and real property acquisition for Federal and Federally
assisted programs – 49 C.F.R. Part 24 k. Nondiscrimination on the Basis of Sex in Education Programs or Activities Receiving Federal Financial Assistance – 49 C.F.R. Part 25 l. Nondiscrimination on the Basis of Handicap in Programs and Activities Receiving or
Benefiting from Federal Financial Assistance – 49 C.F.R. Part 27
m. DOT’s implementation of DOJ’s ADA Title II regulations compliance procedures for all programs, services, and regulatory activities relating to transportation under 28 C.F.R. Part 35 n. Enforcement of Nondiscrimination on the Basis of Handicap in Programs or Activities
Conducted by the Department of Transportation – 49 C.F.R. Part 28
o. Denial of public works contracts to suppliers of goods and services of countries that deny procurement market access to U.S. contractors – 49 C.F.R. Part 30 p. Governmentwide Requirements for Drug-Free Workplace (Financial Assistance) – 49 C.F.R. Part 32
q. DOT’s implementing ADA regulations for transit services and transit vehicles, including
the DOT’s standards for accessible transportation facilities in Part 37, Appendix A – 49 C.F.R. Parts 37 and 38 r. Participation by Disadvantaged Business Enterprises in Department of Transportation Financial Assistance Programs – 49 C.F.R. Part 26 (as applicable under section 18.3 of
this agreement)
Office of Management and Budget Circulars a. Any applicable OMB Circular based upon the specific FY 2022 Safe Streets and Roads for All Grant Recipient.
Highway Federal Legislation a. Agreements relating to the use of an access to rights-of-way—Interstate System, 23 U.S.C. 111 b. Planning, 23 U.S.C. 134 and 135 (except for projects that are not regionally significant
that do not receive funding under Title 23 or Chapter 53 of Title 49)
c. Tolls, 23 U.S.C. 301 (to the extent the recipient wishes to toll an existing free facility that has received Title 23 funds in the past); except as authorized by 23 U.S.C. 129 and 166. d. Efficient Environmental Reviews - 23 U.S.C. 139
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
A-4
e. Policy on lands, wildlife and waterfowl refuges, and historic sites - 49 U.S.C. 303
Federal Highway Regulations
a. Planning – 23 C.F.R. Part 450 (except for projects that are not regionally significant that do not receive funding under Title 23 or Chapter 53 of Title 49) b. National Highway System Design Standards – 23 C.F.R. Part 625 c. Location and Hydraulic Design of Encroachments on Flood Plains – 23 C.F.R. Part 650
Subpart A
d. Manual on Uniform Traffic Control Devices – 23 C.F.R. Part 655 e. Length, Width and Weight Limitations – 23 C.F.R. Part 658 f. Environmental Impact and Related Procedures – 23 C.F.R. Part 771 g. Parks, Recreation Areas, Wildlife and Waterfowl Refuges, and Historic Sites (Section
4(f)) – 23 C.F.R. Part 774
h. Permitting Requirements under the National Pollutant Discharge Elimination System – 40 C.F.R. Part 122 Specific assurances required to be included in the FY 2022 Safe Streets and Roads for All Grant
agreement by any of the above laws, regulations, or circulars are hereby incorporated by
reference into this agreement.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-1
EXHIBIT B ADDITIONAL STANDARD TERMS
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-2
TERM B.1 TITLE VI ASSURANCE
(Implementing Title VI of the Civil Rights Act of 1964, as amended) ASSURANCE CONCERNING NONDISCRIMINATION IN FEDERALLY-ASSISTED PROGRAMS AND ACTIVITIES RECEIVING OR BENEFITING FROM FEDERAL FINANCIAL ASSISTANCE
(Implementing the Rehabilitation Act of 1973, as amended, and the Americans With Disabilities Act, as amended) 49 C.F.R. Parts 21, 25, 27, 37 and 38
The United States Department of Transportation (USDOT) Standard Title VI/Non-Discrimination Assurances
DOT Order No. 1050.2A By signing and submitting the Technical Application and by entering into this agreement under the FY 2022 Safe Streets and Roads for All (SS4A) grant program, the Recipient HEREBY
AGREES THAT, as a condition to receiving any Federal financial assistance from the U.S.
Department of Transportation (DOT), through the Federal Highway Administration (FHWA), it is subject to and will comply with the following: Statutory/Regulatory Authorities
• Title VI of the Civil Rights Act of 1964 (42 U.S.C. § 2000d et seq., 78 stat. 252), (prohibits discrimination on the basis of race, color, national origin);
• 49 C.F.R. Part 21 (entitled Non-discrimination In Federally-Assisted Programs Of The
Department Of Transportation—Effectuation Of Title VI Of The Civil Rights Act Of
1964);
• 28 C.F.R. section 50.3 (U.S. Department of Justice Guidelines for Enforcement of Title VI of the Civil Rights Act of 1964);
The preceding statutory and regulatory cites hereinafter are referred to as the “Acts” and “Regulations,” respectively. General Assurances
In accordance with the Acts, the Regulations, and other pertinent directives, circulars, policy, memoranda, and/or guidance, the Recipient hereby gives assurance that it will promptly take any measures necessary to ensure that:
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-3
“No person in the United States shall, on the grounds of race, color, or national origin, be excluded from participation in, be denied the benefits of, or be otherwise
subjected to discrimination under any program or activity,” for which the
Recipient receives Federal financial assistance from DOT, including the FHWA. The Civil Rights Restoration Act of 1987 clarified the original intent of Congress, with respect to Title VI and other Non-discrimination requirements (The Age Discrimination Act of 1975, and
Section 504 of the Rehabilitation Act of 1973), by restoring the broad, institutional-wide scope
and coverage of these non-discrimination statutes and requirements to include all programs and activities of the Recipient, so long as any portion of the program is Federally assisted. Specific Assurances
More specifically, and without limiting the above general Assurance, the Recipient agrees with and gives the following Assurances with respect to its Federally assisted FY 2022 SS4A grant program:
1. The Recipient agrees that each “activity,” “facility,” or “program,” as defined in §§ 21.23
(b) and 21.23 (e) of 49 C.F.R. § 21 will be (with regard to an “activity”) facilitated, or will be (with regard to a “facility”) operated, or will be (with regard to a “program”) conducted in compliance with all requirements imposed by, or pursuant to the Acts and the Regulations.
2. The Recipient will insert the following notification in all solicitations for bids, Requests For Proposals for work, or material subject to the Acts and the Regulations made in connection with the FY 2022 SS4A Grant and, in adapted form, in all proposals for negotiated agreements regardless of funding source:
“The Recipient, in accordance with the provisions of Title VI of the Civil Rights
Act of 1964 (78 Stat. 252, 42 U.S.C. §§ 2000d to 2000d-4) and the Regulations, hereby notifies all bidders that it will affirmatively ensure that for any contract entered into pursuant to this advertisement, disadvantaged business enterprises
will be afforded full and fair opportunity to submit bids in response to this
invitation and will not be discriminated against on the grounds of race, color, or
national origin in consideration for an award.” 3. The Recipient will insert the clauses of Appendix A and E of this Assurance in every
contract or agreement subject to the Acts and the Regulations.
4. The Recipient will insert the clauses of Appendix B of this Assurance, as a covenant running with the land, in any deed from the United States effecting or recording a transfer of real property, structures, use, or improvements thereon or interest therein to a
Recipient.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-4
5. That where the Recipient receives Federal financial assistance to construct a facility, or part of a facility, the Assurance will extend to the entire facility and facilities operated in
connection therewith.
6. That where the Recipient receives Federal financial assistance in the form, or for the acquisition of real property or an interest in real property, the Assurance will extend to rights to space on, over, or under such property.
7. That the Recipient will include the clauses set forth in Appendix C and Appendix D of this Assurance, as a covenant running with the land, in any future deeds, leases, licenses, permits, or similar instruments entered into by the Recipient with other parties:
a. for the subsequent transfer of real property acquired or improved under the
applicable activity, project, or program; and b. for the construction or use of, or access to, space on, over, or under real property acquired or improved under the applicable activity, project, or program.
8. That this Assurance obligates the Recipient for the period during which Federal financial
assistance is extended to the program, except where the Federal financial assistance is to provide, or is in the form of, personal property, or real property, or interest therein, or structures or improvements thereon, in which case the Assurance obligates the Recipient, or any transferee for the longer of the following periods:
a. the period during which the property is used for a purpose for which the Federal financial assistance is extended, or for another purpose involving the provision of similar services or benefits; or b. the period during which the Recipient retains ownership or possession of the
property.
9. The Recipient will provide for such methods of administration for the program as are found by the Secretary of Transportation or the official to whom he/she delegates specific authority to give reasonable guarantee that it, other recipients, sub-recipients, contractors,
subcontractors, consultants, transferees, successors in interest, and other participants of
Federal financial assistance under such program will comply with all requirements imposed or pursuant to the Acts, the Regulations, and this Assurance. 10. The Recipient agrees that the United States has a right to seek judicial enforcement with
regard to any matter arising under the Acts, the Regulations, and this Assurance.
By signing this ASSURANCE, the Recipient also agrees to comply (and require any sub-recipients, contractors, successors, transferees, and/or assignees to comply) with all applicable provisions governing the FHWA’s access to records, accounts, documents, information,
facilities, and staff. You also recognize that you must comply with any program or compliance
reviews, and/or complaint investigations conducted by the FHWA. You must keep records, reports, and submit the material for review upon request to FHWA, or its designee in a timely,
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-5
complete, and accurate way. Additionally, you must comply with all other reporting, data collection, and evaluation requirements, as prescribed by law or detailed in program guidance.
The Recipient gives this ASSURANCE in consideration of and for obtaining any Federal grants, loans, contracts, agreements, property, and/or discounts, or other Federal-aid and Federal financial assistance extended after the date hereof to the recipients by the U.S. Department of Transportation under the FY 2022 SS4A grant program. This ASSURANCE is binding on the
Recipient, other recipients, sub-recipients, contractors, subcontractors and their subcontractors’,
transferees, successors in interest, and any other participants in the FY 2022 SS4A grant program.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-6
APPENDIX A
During the performance of this contract, the contractor, for itself, its assignees, and successors in interest (hereinafter referred to as the “contractor”) agrees as follows:
1. Compliance with Regulations: The contractor (hereinafter includes consultants) will comply with the Acts and the Regulations relative to Non-discrimination in Federally-assisted programs of the U.S. Department of Transportation, Federal Highway Administration (FHWA), as they may be amended from time to time, which are herein incorporated by reference and made a part of this contract.
2. Non-discrimination: The contractor, with regard to the work performed by it during the contract, will not discriminate on the grounds of race, color, or national origin in the selection and retention of subcontractors, including procurements of materials and leases of equipment. The contractor will not participate directly or indirectly in the discrimination
prohibited by the Acts and the Regulations, including employment practices when the contract covers any activity, project, or program set forth in Appendix B of 49 C.F.R. Part 21. 3. Solicitations for Subcontracts, Including Procurements of Materials and Equipment:
In all solicitations, either by competitive bidding, or negotiation made by the contractor for work to be performed under a subcontract, including procurements of materials, or leases of equipment, each potential subcontractor or supplier will be notified by the contractor of the contractor’s obligations under this contract and the Acts and the Regulations relative to Non-discrimination on the grounds of race, color, or national origin.
4. Information and Reports: The contractor will provide all information and reports required by the Acts, the Regulations, and directives issued pursuant thereto and will permit access to its books, records, accounts, other sources of information, and its facilities as may be determined by the Recipient or the FHWA to be pertinent to ascertain
compliance with such Acts, Regulations, and instructions. Where any information required of a contractor is in the exclusive possession of another who fails or refuses to furnish the information, the contractor will so certify to the Recipient or the FHWA, as appropriate, and will set forth what efforts it has made to obtain the information.
5. Sanctions for Noncompliance: In the event of a contractor’s noncompliance with the Non-discrimination provisions of this contract, the Recipient will impose such contract sanctions as it or the FHWA may determine to be appropriate, including, but not limited to:
a. withholding payments to the contractor under the contract until the contractor
complies; and/or b. cancelling, terminating, or suspending a contract, in whole or in part. 6. Incorporation of Provisions: The contractor will include the provisions of paragraphs one
through six in every subcontract, including procurements of materials and leases of
equipment, unless exempt by the Acts, the Regulations and directives issued pursuant
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-7
thereto. The contractor will take action with respect to any subcontract or procurement as the Recipient or the FHWA may direct as a means of enforcing such provisions including
sanctions for noncompliance. Provided, that if the contractor becomes involved in, or is
threatened with litigation by a subcontractor, or supplier because of such direction, the contractor may request the Recipient to enter into any litigation to protect the interests of the Recipient. In addition, the contractor may request the United States to enter into the litigation to protect the interests of the United States.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-8
APPENDIX B
CLAUSES FOR DEEDS TRANSFERRING UNITED STATES PROPERTY The following clauses will be included in deeds effecting or recording the transfer of real property, structures, or improvements thereon, or granting interest therein from the United States pursuant to the provisions of Specific Assurance 4:
NOW, THEREFORE, the U.S. Department of Transportation as authorized by law and upon the condition that the Recipient will accept title to the lands and maintain the project constructed thereon in accordance with the Infrastructure Investment and Jobs Act, Pub. L. No. 117-58 (Nov. 15, 2021), the Consolidated Appropriations Act, 2022, Pub. L. No. 117-103 (Mar. 15, 2022), 49
U.S.C. § 6702, the Regulations for the Administration of FY 2022 SS4A grant program, and the
policies and procedures prescribed by the Federal Highway Administration (FHWA) of the U.S. Department of Transportation in accordance and in compliance with all requirements imposed by Title 49, Code of Federal Regulations, U.S. Department of Transportation, Subtitle A, Office of the Secretary, Part 21, Non-discrimination in Federally-assisted programs of the U.S. Department
of Transportation pertaining to and effectuating the provisions of Title VI of the Civil Rights Act
of 1964 (78 Stat. 252; 42 U.S.C. § 2000d to 2000d-4), does hereby remise, release, quitclaim and convey unto the Recipient all the right, title and interest of the U.S. Department of Transportation in and to said lands described in Exhibit A attached hereto and made a part hereof.
(HABENDUM CLAUSE) TO HAVE AND TO HOLD said lands and interests therein unto Recipient and its successors forever, subject, however, to the covenants, conditions, restrictions and reservations herein contained as follows, which will remain in effect for the period during which the real property or
structures are used for a purpose for which Federal financial assistance is extended or for another
purpose involving the provision of similar services or benefits and will be binding on the Recipient, its successors and assigns. The Recipient, in consideration of the conveyance of said lands and interests in lands, does hereby
covenant and agree as a covenant running with the land for itself, its successors and assigns, that
(1) no person will on the grounds of race, color, or national origin, be excluded from participation in, be denied the benefits of, or be otherwise subjected to discrimination with regard to any facility located wholly or in part on, over, or under such lands hereby conveyed [,] [and]* (2) that the Recipient will use the lands and interests in lands and interests in lands so conveyed, in
compliance with all requirements imposed by or pursuant to Title 49, Code of Federal
Regulations, U.S. Department of Transportation, Subtitle A, Office of the Secretary, Part 21, Non-discrimination in Federally-assisted programs of the U.S. Department of Transportation, Effectuation of Title VI of the Civil Rights Act of 1964, and as said Regulations and Acts may be amended[, and (3) that in the event of breach of any of the above-mentioned non-discrimination
conditions, the Department will have a right to enter or re-enter said lands and facilities on said
land, and that above described land and facilities will thereon revert to and vest in and become the absolute property of the U.S. Department of Transportation and its assigns as such interest existed prior to this instruction].*
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-9
(*Reverter clause and related language to be used only when it is determined that such a clause is
necessary in order to make clear the purpose of Title VI.)
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-10
APPENDIX C
CLAUSES FOR TRANSFER OF REAL PROPERTY ACQUIRED OR IMPROVED UNDER THE ACTIVITY, FACILITY, OR PROGRAM The following clauses will be included in deeds, licenses, leases, permits, or similar instruments entered into by the Recipient pursuant to the provisions of Specific Assurance 7(a):
A. The (Recipient, lessee, permittee, etc. as appropriate) for himself/herself, his/her heirs, personal representatives, successors in interest, and assigns, as a part of the consideration hereof, does hereby covenant and agree [in the case of deeds and leases add “as a covenant running with the land”] that:
1. In the event facilities are constructed, maintained, or otherwise operated on the property described in this (deed, license, lease, permit, etc.) for a purpose for which a U.S. Department of Transportation activity, facility, or program is extended or for another purpose involving the provision of similar services or benefits, the (Recipient,
licensee, lessee, permittee, etc.) will maintain and operate such facilities and services
in compliance with all requirements imposed by the Acts and Regulations (as may be amended) such that no person on the grounds of race, color, or national origin, will be excluded from participation in, denied the benefits of, or be otherwise subjected to discrimination in the use of said facilities.
B. With respect to licenses, leases, permits, etc., in the event of breach of any of the above Non-discrimination covenants, Recipient will have the right to terminate the (lease, license, permit, etc.) and to enter, re-enter, and repossess said lands and facilities thereon, and hold the same as if the (lease, license, permit, etc.) had never been made or issued.*
C. With respect to a deed, in the event of breach of any of the above Non-discrimination covenants, the Recipient will have the right to enter or re-enter the lands and facilities thereon, and the above described lands and facilities will there upon revert to and vest in and become the absolute property of the Recipient and its assigns.*
(*Reverter clause and related language to be used only when it is determined that such a clause is necessary to make clear the purpose of Title VI.)
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-11
APPENDIX D
CLAUSES FOR CONSTRUCTION/USE/ACCESS TO REAL PROPERTY ACQUIRED UNDER THE ACTIVITY, FACILITY OR PROGRAM The following clauses will be included in deeds, licenses, permits, or similar instruments/agreements entered into by Recipient pursuant to the provisions of Specific
Assurance 7(b):
A. The (Recipient, licensee, permittee, etc., as appropriate) for himself/herself, his/her heirs, personal representatives, successors in interest, and assigns, as a part of the consideration hereof, does hereby covenant and agree (in the case of deeds and leases add, “as a covenant
running with the land”) that (1) no person on the ground of race, color, or national origin,
will be excluded from participation in, denied the benefits of, or be otherwise subjected to discrimination in the use of said facilities, (2) that in the construction of any improvements on, over, or under such land, and the furnishing of services thereon, no person on the ground of race, color, or national origin, will be excluded from participation in, denied the benefits
of, or otherwise be subjected to discrimination, (3) that the (Recipient, licensee, lessee,
permittee, etc.) will use the premises in compliance with all other requirements imposed by or pursuant to the Acts and Regulations, as amended, set forth in this Assurance. B. With respect to (licenses, leases, permits, etc.), in the event of breach of any of the above
Non-discrimination covenants, Recipient will have the right to terminate the (license, permit,
etc., as appropriate) and to enter or re-enter and repossess said land and the facilities thereon, and hold the same as if said (license, permit, etc., as appropriate) had never been made or issued.*
C. With respect to deeds, in the event of breach of any of the above Non-discrimination
covenants, Recipient will there upon revert to and vest in and become the absolute property of Recipient and its assigns.* (*Reverter clause and related language to be used only when it is determined that such a clause is
necessary to make clear the purpose of Title VI.)
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-12
APPENDIX E
During the performance of this contract, the contractor, for itself, its assignees, and successors in
interest (hereinafter referred to as the “contractor”) agrees to comply with the following non-discrimination statutes and authorities; including but not limited to: Pertinent Non-Discrimination Authorities:
• Title VI of the Civil Rights Act of 1964 (42 U.S.C. § 2000d et seq., 78 stat. 252), (prohibits discrimination on the basis of race, color, national origin); and 49 C.F.R. Part 21.
• The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, (42 U.S.C. § 4601), (prohibits unfair treatment of persons displaced or whose property has been acquired because of Federal or Federal-aid programs and projects);
• Section 504 of the Rehabilitation Act of 1973, (29 U.S.C. § 794 et seq.), as amended,
(prohibits discrimination on the basis of disability); and 49 C.F.R. Part 27;
• The Age Discrimination Act of 1975, as amended, (42 U.S.C. § 6101 et seq.), (prohibits discrimination on the basis of age);
• Airport and Airway Improvement Act of 1982, (49 U.S.C. § 471, Section 47123), as
amended, (prohibits discrimination based on race, creed, color, national origin, or sex);
• The Civil Rights Restoration Act of 1987, (PL 100-209), (Broadened the scope, coverage and applicability of Title VI of the Civil Rights Act of 1964, The Age Discrimination Act of 1975 and Section 504 of the Rehabilitation Act of 1973, by expanding the definition of
the terms “programs or activities” to include all of the programs or activities of the
Federal-aid recipients, sub-recipients and contractors, whether such programs or activities are Federally funded or not);
• Titles II and III of the Americans with Disabilities Act, which prohibit discrimination on
the basis of disability in the operation of public entities, public and private transportation
systems, places of public accommodation, and certain testing entities (42 U.S.C. §§ 12131 – 12189) as implemented by Department of Transportation regulations at 49 C.F.R. Parts 37 and 38;
• The Federal Aviation Administration’s Non-discrimination statute (49 U.S.C. § 47123)
(prohibits discrimination on the basis of race, color, national origin, and sex);
• Executive Order 12898, Federal Actions to Address Environmental Justice in Minority Populations and Low-Income Populations, which ensures nondiscrimination against minority populations by discouraging programs, policies, and activities with
disproportionately high and adverse human health or environmental effects on minority and low-income populations;
• Executive Order 13166, Improving Access to Services for Persons with Limited English Proficiency, and resulting agency guidance, national origin discrimination includes
discrimination because of limited English proficiency (LEP). To ensure compliance with Title VI, you must take reasonable steps to ensure that LEP persons have meaningful access to your programs (70 Fed. Reg. at 74087 to 74100);
• Title IX of the Education Amendments of 1972, as amended, which prohibits you from
discriminating because of sex in education programs or activities (20 U.S.C. § 1681 et
seq).
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-13
TERM B.2 CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER
RESPONSIBILITY MATTERS -- PRIMARY COVERED TRANSACTIONS
2 C.F.R. Parts 180 and 1200
These assurances and certifications are applicable to all Federal-aid construction contracts,
design-build contracts, subcontracts, lower-tier subcontracts, purchase orders, lease agreements,
consultant contracts or any other covered transaction requiring FHWA approval or that is estimated to cost $25,000 or more – as defined in 2 C.F.R. Parts 180 and 1200. By signing and submitting the Technical Application and by entering into this agreement under
the FY 2022 SS4A grant program, the Recipient is providing the assurances and certifications for
First Tier Participants and Lower Tier Participants in the FY 2022 SS4A Grant, as set out below.
1. Instructions for Certification – First Tier Participants:
a. The prospective first tier participant is providing the certification set out below.
b. The inability of a person to provide the certification set out below will not necessarily result in denial of participation in this covered transaction. The prospective first tier participant shall submit an explanation of why it cannot provide the certification set out below. The
certification or explanation will be considered in connection with the department or agency’s
determination whether to enter into this transaction. However, failure of the prospective first tier participant to furnish a certification or an explanation shall disqualify such a person from participation in this transaction.
c. The certification in this clause is a material representation of fact upon which reliance was
placed when the contracting agency determined to enter into this transaction. If it is later determined that the prospective participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the contracting agency may terminate this transaction for cause of default.
d. The prospective first tier participant shall provide immediate written notice to the contracting agency to whom this proposal is submitted if any time the prospective first tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances.
e. The terms “covered transaction,” “civil judgment,” “debarred,” “suspended,” “ineligible,” “participant,” “person,” “principal,” and “voluntarily excluded,” as used in this clause, are defined in 2 C.F.R. Parts 180 and 1200. “First Tier Covered Transactions” refers to any covered transaction between a Recipient or subrecipient of Federal funds and a participant (such as the
prime or general contract). “Lower Tier Covered Transactions” refers to any covered transaction
under a First Tier Covered Transaction (such as subcontracts). “First Tier Participant” refers to the participant who has entered into a covered transaction with a Recipient or subrecipient of
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-14
Federal funds (such as the prime or general contractor). “Lower Tier Participant” refers to any participant who has entered into a covered transaction with a First Tier Participant or other
Lower Tier Participants (such as subcontractors and suppliers).
f. The prospective first tier participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily
excluded from participation in this covered transaction, unless authorized by the department or
agency entering into this transaction. g. The prospective first tier participant further agrees by submitting this proposal that it will include the clause titled “Certification Regarding Debarment, Suspension, Ineligibility and
Voluntary Exclusion-Lower Tier Covered Transactions,” provided by the department or
contracting agency, entering into this covered transaction, without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions exceeding the $25,000 threshold.
h. A participant in a covered transaction may rely upon a certification of a prospective
participant in a lower tier covered transaction that is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant is responsible for ensuring that its principals are not suspended, debarred, or otherwise ineligible to participate in covered transactions. To verify the eligibility of
its principals, as well as the eligibility of any lower tier prospective participants, each participant
may, but is not required to, check the System for Award Management website (https://www.sam.gov/), which is compiled by the General Services Administration. i. Nothing contained in the foregoing shall be construed to require the establishment of a
system of records in order to render in good faith the certification required by this clause. The
knowledge and information of the prospective participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. j. Except for transactions authorized under paragraph (f) of these instructions, if a participant
in a covered transaction knowingly enters into a lower tier covered transaction with a person who
is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default.
Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion – First Tier Participants:
a. The prospective first tier participant certifies to the best of its knowledge and belief, that it and its principals:
(1) Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participating in covered transactions by any Federal department or agency;
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-15
(2) Have not within a three-year period preceding this proposal been convicted of or had
a civil judgment, including a civil settlement, rendered against them for commission of fraud
or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property;
(3) Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State or local) with commission of any of the offenses enumerated in paragraph (a)(2) of this certification; and
(4) Have not within a three-year period preceding this application/proposal had one or
more public transactions (Federal, State or local) terminated for cause or default. b. Where the prospective participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal.
2. Instructions for Certification - Lower Tier Participants: (Applicable to all subcontracts, purchase orders and other lower tier transactions requiring prior FHWA approval or estimated to cost $25,000 or more - 2 C.F.R. Parts 180 and 1200)
a. The prospective lower tier participant is providing the certification set out below. b. The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective lower
tier participant knowingly rendered an erroneous certification, in addition to other remedies
available to the Federal Government, the department, or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. c. The prospective lower tier participant shall provide immediate written notice to the person
to which this proposal is submitted if at any time the prospective lower tier participant learns that
its certification was erroneous by reason of changed circumstances. d. The terms “covered transaction,” “civil settlement,” “debarred,” “suspended,” “ineligible,” “participant,” “person,” “principal,” and “voluntarily excluded,” as used in this clause, are
defined in 2 C.F.R. Parts 180 and 1200. You may contact the person to which this proposal is
submitted for assistance in obtaining a copy of those regulations. “First Tier Covered Transactions” refers to any covered transaction between a Recipient or subrecipient of Federal funds and a participant (such as the prime or general contract). “Lower Tier Covered Transactions” refers to any covered transaction under a First Tier Covered Transaction (such as
subcontracts). “First Tier Participant” refers to the participant who has entered into a covered
transaction with a Recipient or subrecipient of Federal funds (such as the prime or general contractor). “Lower Tier Participant” refers any participant who has entered into a covered
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-16
transaction with a First Tier Participant or other Lower Tier Participants (such as subcontractors and suppliers).
e. The prospective lower tier participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or
agency with which this transaction originated.
f. The prospective lower tier participant further agrees by submitting this proposal that it will include this clause titled “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion-Lower Tier Covered Transaction,” without modification, in all lower tier
covered transactions and in all solicitations for lower tier covered transactions exceeding the
$25,000 threshold. g. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that is not debarred, suspended, ineligible, or
voluntarily excluded from the covered transaction, unless it knows that the certification is
erroneous. A participant is responsible for ensuring that its principals are not suspended, debarred, or otherwise ineligible to participate in covered transactions. To verify the eligibility of its principals, as well as the eligibility of any lower tier prospective participants, each participant may, but is not required to, check the System for Award Management website
(https://www.sam.gov/), which is compiled by the General Services Administration.
h. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of participant is not required to exceed that which is normally
possessed by a prudent person in the ordinary course of business dealings.
i. Except for transactions authorized under paragraph e of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction,
in addition to other remedies available to the Federal Government, the department or agency
with which this transaction originated may pursue available remedies, including suspension and/or debarment. Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion --
Lower Tier Participants:
1. The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participating in covered transactions by any Federal department or
agency.
2. Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-17
TERM B.3 REQUIREMENTS REGARDING DELINQUENT TAX LIABILITY OR A FELONY
CONVICTION UNDER ANY FEDERAL LAW
As required by sections 744 and 745 of Title VII, Division E of the Consolidated Appropriations Act, 2023, Pub. L. No. 117-328 (Dec. 29, 2022), and implemented through USDOT Order 4200.6, the funds provided under this award shall not be used to enter into a contract,
memorandum of understanding, or cooperative agreement with, make a grant to, or provide a
loan or loan guarantee to, any corporation that: (1) Has any unpaid Federal tax liability that has been assessed, for which all judicial and administrative remedies have been exhausted or have lapsed, and that is not being paid in
a timely manner pursuant to an agreement with the authority responsible for collecting
the tax liability, where the awarding agency is aware of the unpaid tax liability, unless a Federal agency has considered suspension or debarment of the corporation and made a determination that suspension or debarment is not necessary to protect the interests of the Government; or
(2) Was convicted of a felony criminal violation under any Federal law within the preceding 24 months, where the awarding agency is aware of the conviction, unless a Federal agency has considered suspension or debarment of the corporation and made a determination that suspension or debarment is not necessary to protect the interests of the
Government.
The Recipient therefore agrees: 1. Definitions. For the purposes of this exhibit, the following definitions apply:
“Covered Transaction” means a transaction that uses any funds under this award and that is a contract, memorandum of understanding, cooperative agreement, grant, loan, or loan guarantee.
“Felony Conviction” means a conviction within the preceding 24 months of a felony
criminal violation under any Federal law and includes conviction of an offense defined in a section of the United States Code that specifically classifies the offense as a felony and conviction of an offense that is classified as a felony under 18 U.S.C. 3559.
“Participant” means the Recipient, an entity who submits a proposal for a Covered
Transaction, or an entity who enters into a Covered Transaction. “Tax Delinquency” means an unpaid Federal tax liability that has been assessed, for which all judicial and administrative remedies have been exhausted, or have lapsed, and that is not
being paid in a timely manner pursuant to an agreement with the authority responsible for
collecting the tax liability.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-18
2. Mandatory Check in the System for Award Management. Before entering a Covered Transaction with another entity, a Participant shall check the System for Award Management
(the “SAM”) at http://www.sam.gov/ for an entry describing that entity.
3. Mandatory Certifications. Before entering a Covered Transaction with another entity, a Participant shall require that entity to:
(1) Certify whether the entity has a Tax Delinquency; and
(2) Certify whether the entity has a Felony Conviction. 4 Prohibition. If
(1) the SAM entry for an entity indicates that the entity has a Tax Delinquency or a Federal Conviction; (2) an entity provides an affirmative response to either certification in section 3; or
(3) an entity’s certification under section 3 was inaccurate when made or became inaccurate after being made then a Participant shall not enter or continue a Covered Transaction with that entity unless
the USDOT has determined in writing that suspension or debarment of that entity are not
necessary to protect the interests of the Government. 5. Mandatory Notice to the USDOT.
(a) If the SAM entry for a Participant indicates that the Participant has a Tax Delinquency or
a Felony Conviction, the Recipient shall notify the USDOT in writing of that entry. (b) If a Participant provides an affirmative response to either certification in section 1, the Recipient shall notify the USDOT in writing of that affirmative response.
(c) If the Recipient knows that a Participant’s certification under section 1 was inaccurate when made or became inaccurate after being made, the Recipient shall notify the USDOT in writing of that inaccuracy.
6. Flow Down. For all Covered Transactions, including all tiers of subcontracts and subawards,
the Recipient shall: (1) require the SAM check in section 2;
(2) require the certifications in section 3;
(3) include the prohibition in section 4; and
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-19
(4) require all Participants to notify the Recipient in writing of any information that would require the Recipient to notify the USDOT under section 5.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-20
TERM B.4 RECIPIENT POLICY TO BAN TEXT MESSAGING WHILE DRIVING
(a) Definitions. The following definitions are intended to be consistent with the definitions in DOT Order 3902.10, Text Messaging While Driving (Dec. 30, 2009) and Executive Order 13513, Federal Leadership on Reducing Text Messaging While Driving (Oct. 1, 2009). For clarification purposes, they may expand upon the definitions in the executive order.
For the purpose of this Term B.4, “Motor Vehicles” means any vehicle, self-propelled or drawn by mechanical power, designed and operated principally for use on a local, State or Federal roadway, but does not include a military design motor vehicle or any other vehicle excluded under Federal Management Regulation 102-34-15.
For the purpose of this Term B.4, “Driving” means operating a motor vehicle on a roadway, including while temporarily stationary because of traffic congestion, a traffic signal, a stop sign, another traffic control device, or otherwise. It does not include being in your vehicle (with or without the motor running) in a location off the roadway where it is safe and legal to remain
stationary.
For the purpose of this Term B.4, “Text messaging” means reading from or entering data into any handheld or other electronic device (including, but not limited to, cell phones, navigational tools, laptop computers, or other electronic devices), including for the purpose of Short Message
Service (SMS) texting, e-mailing, instant messaging, obtaining navigational information, or
engaging in any other form of electronic data retrieval or electronic data communication. The term does not include the use of a cell phone or other electronic device for the limited purpose of entering a telephone number to make an outgoing call or answer an incoming call, unless this practice is prohibited by State or local law. The term also does not include glancing at or
listening to a navigational device that is secured in a commercially designed holder affixed to the
vehicle, provided that the destination and route are programmed into the device either before driving or while stopped in a location off the roadway where it is safe and legal to remain stationary.
For the purpose of this Term B.4, the “Government” includes the United States Government and
State, local, and tribal governments at all levels. (b) Workplace Safety. In accordance with Executive Order 13513, Federal Leadership on Reducing Text Messaging While Driving (Oct. 1, 2009) and DOT Order 3902.10, Text
Messaging While
Driving (Dec. 30, 2009), the Recipient, subrecipients, contractors, and subcontractors are encouraged to: (1) adopt and enforce workplace safety policies to decrease crashes caused by distracted drivers including policies to ban text messaging while driving—
(i) Company-owned or -rented vehicles or Government-owned, leased or rented
vehicles; or (ii) Privately-owned vehicles when on official Government business or when performing any work for or on behalf of the Government.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
B-21
(2) Conduct workplace safety initiatives in a manner commensurate with the size of the business, such as—
(i) Establishment of new rules and programs or re-evaluation of existing programs
to prohibit text messaging while driving; and (ii) Education, awareness, and other outreach to employees about the safety risks associated with texting while driving.
(c) Subawards and Contracts. To the extent permitted by law, the Recipient shall insert the
substance of this exhibit, including this paragraph (c), in all subawards, contracts, and subcontracts under this award that exceed the micro-purchase threshold, other than contracts and subcontracts for the acquisition of commercially available off-the-shelf items.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
C-1
EXHIBIT C QUARTERLY PROJECT PROGRESS REPORTS AND RECERTIFICATIONS:
FORMAT AND CONTENT 1. Purpose. The purpose of the Quarterly Project Progress Reports and Recertifications under this agreement for the FY 2022 SS4A grant program are to ensure that the project scope, schedule, and budget will be maintained to the maximum extent possible.
2. Format and Content. The Recipient shall produce a quarterly cost, schedule, and status report that contains the sections enumerated in the following list. At the discretion of the USDOT, modifications or additions can be made to produce a quarterly reporting format that will most effectively serve both the Recipient and the USDOT. Some projects will have a more
extensive quarterly status than others. For smaller projects, the USDOT may determine that the
content of the quarterly reports will be streamlined and project status meetings will be held on a less-frequent basis. The first quarterly progress report should include a detailed description and, where appropriate, drawings of the items funded.
(a) Project Overall Status. This section provides an overall status of the project’s scope,
schedule and budget. The Recipient shall note and explain any deviations from the scope of work, the schedule, or the budget that are described in this agreement. (b) Project Significant Activities and Issues. This section provides highlights of key
activities, accomplishments, and issues occurring on the project during the previous
quarter. Activities and deliverables to be reported on should include meetings, audits and other reviews, design packages submitted, advertisements, awards, construction submittals, construction completion milestones, submittals related to any applicable Recovery Act requirements, media or Congressional inquiries, value
engineering/constructability reviews, and other items of significance.
(c) Action Items/Outstanding Issues. This section should draw attention to, and track the progress of, highly significant or sensitive issues requiring action and direction in order to resolve. The Recipient should include administrative items and outstanding
issues that could have a significant or adverse effect on the project’s scope, schedule,
or budget. Status, responsible person(s), and due dates should be included for each action item/outstanding issue. Action items requiring action or direction should be included in the quarterly status meeting agenda. The action items/outstanding issues may be dropped from this section upon full implementation of the remedial action,
and upon no further monitoring anticipated.
(d) Project Scope Overview. The purpose of this section is to provide a further update regarding the project scope. If the original scope contained in the grant agreement is still accurate, this section can simply state that the scope is unchanged.
(e) Project Schedule. An updated master program schedule reflecting the current status of the program activities should be included in this section. A Gantt (bar) type chart is probably the most appropriate for quarterly reporting purposes, with the ultimate
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
C-2
format to be agreed upon between the Recipient and the USDOT. It is imperative that the master program schedule be integrated, i.e., the individual contract milestones tied
to each other, such that any delays occurring in one activity will be reflected
throughout the entire program schedule, with a realistic completion date being reported. Narratives, tables, and/or graphs should accompany the updated master program schedule, basically detailing the current schedule status, delays and potential exposures, and recovery efforts. The following information should also be included:
• Current overall project completion percentage vs. latest plan percentage.
• Completion percentages vs. latest plan percentages for major activities such as right-of-way, major or critical design contracts, major or critical construction
contracts, and significant force accounts or task orders. A schedule status description should also be included for each of these major or critical elements.
• Any delays or potential exposures to milestone and final completion dates.
The delays and exposures should be quantified, and overall schedule impacts assessed. The reasons for the delays and exposures should be explained, and initiatives being analyzed or implemented in order to recover the schedule should be detailed.
(f) Project Cost. An updated cost spreadsheet reflecting the current forecasted cost vs. the latest approved budget vs. the baseline budget should be included in this section. One way to track project cost is to show: (1) Baseline Budget, (2) Latest Approved Budget, (3) Current Forecasted Cost Estimate, (4) Expenditures or Commitments to Date, and (5) Variance between Current Forecasted Cost and Latest Approved
Budget. Line items should include all significant cost centers, such as prior costs, right-of-way, preliminary engineering, environmental mitigation, general engineering consultant, section design contracts, construction administration, utilities, construction packages, force accounts/task orders, wrap-up insurance, construction contingencies, management contingencies, and other contingencies. The line items
can be broken-up in enough detail such that specific areas of cost change can be sufficiently tracked and future improvements made to the overall cost estimating methodology. A Program Total line should be included at the bottom of the spreadsheet. Narratives, tables, and/or graphs should accompany the updated cost spreadsheet, basically detailing the current cost status, reasons for cost deviations,
impacts of cost overruns, and efforts to mitigate cost overruns. The following information should be provided:
• Reasons for each line item deviation from the approved budget, impacts
resulting from the deviations, and initiatives being analyzed or implemented
in order to recover any cost overruns.
• Transfer of costs to and from contingency line items, and reasons supporting
the transfers.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
C-3
• Speculative cost changes that potentially may develop in the future, a
quantified dollar range for each potential cost change, and the current status of
the speculative change. Also, a comparison analysis to the available contingency amounts should be included, showing that reasonable and sufficient amounts of contingency remain to keep the project within the latest approved budget.
• Detailed cost breakdown of the general engineering consultant (GEC) services (if applicable), including such line items as contract amounts, task orders issued (amounts), balance remaining for tasks, and accrued (billable) costs.
• Federal obligations and/or disbursements for the project, compared to planned obligations and disbursements. (g) Federal Financial Report (SF-425). The Federal Financial Report (SF-425) is a
financial reporting form used throughout the Federal Government Grant system. Recipients shall complete this form and attach it to each quarterly Project Progress and Monitoring Report. The form is available at https://www.grants.gov/forms/post-award-reporting-forms.html.
(h) Certifications.
i. A certification that the Recipient is in compliance with 2 C.F.R. 200.303 (Internal Controls) and 2 C.F.R. Part 200, Subpart F (Audit Requirements).
ii. The certification required under 2 C.F.R. 200.415(a).
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
D-1
EXHIBIT D FORM FOR SUBSEQUENT OBLIGATION OF FUNDS
The USDOT and [recipient name] entered a grant agreement for the [project name] that was
executed by the USDOT on [date of USDOT signature on original agreement] (the “Agreement”).
This instrument obligates [$XXX] for [insert portion of project listed in the Agreement].
[Recipient name] states that:
(1) the Agreement accurately describe the Project’s activities;
(2) for each completion date listed in the Agreement, the Recipient’s estimate for that milestone is not more than six months after the date listed in the Agreement;
(3) comparing the Project’s current budget with the amounts listed in the Agreement, the “Non-Federal Funds” amount has not decreased and the total eligible project
costs amount has not decreased; and
(4) under the terms of article 21 of the General Terms and Conditions, the Recipient is not presently required to request a modification to the Agreement.
[Recipient name] acknowledges that USDOT is acting in reliance on the Recipient’s statements above.
of Recipient’s Authorized Representative
[insert name]
[insert title]
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
D-2
The USDOT has determined that all applicable Federal requirements for obligating these funds are satisfied.
of USDOT’s Authorized Representative
[insert name]
[insert title]
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
Exhibit “B”
Revised 07-2023 BBK 72500.00001\32374915.1
EXHIBIT "B" SCHEDULE OF SERVICES
(See Following Pages)
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Funding Expertise 62
Schedule
This proposed schedule reflects the scope outlined in this proposal and establishes an expedited yet achievable timeline
to submit high priority capital improvements for FY25 SS4A Implementation Grant funding. The Alta team is flexible in our
approach and looks forward to working with the City to finalize the scope and schedule to meet the needs of the project. Project Schedule
Palm Desert Vision Zero Strategy
Strategy / Task Dec '23 Jan '24 Feb '24 Mar '24 Apr '24 May '24 Jun '24 Jul '24 Aug '24 Sept '24 Oct '24 Nov '24 Dec '24 Jan '25 Feb '25 Mar '25 Apr '25 May '25 Jun '25 Jul '25
1. Safe Routes to School Plan
1.1 Existing Conditions KOM D D
1.2 Collisions and Gaps Analysis D D
1.3 Outreach and Engagement D D W W
1.4 Advisory Committee X X X X
1.5 Crossing Guard Analysis D
1.6 Recommendation and Prioritization D
1.7 Draft and Final Strategy D
1.8 City Council Review and Approval C
2. Safe Routes for Seniors Plan
2.1 Existing Conditions D D
2.2 Collisions and Gaps Analysis D D Legend
2.3 Outreach and Engagement D D W W Strategy Progress2.4 Advisory Committee X X X X Task Progress
2.5 Recommendation and Prioritization D KOM Kickoff Meeting2.6 Draft and Final Strategy D D Final Deliverable(s)
2.7 City Council Review and Approval C X Advisory Committee Meeting
3. Public Engagement and Activtation W Workshop
3.1 Camaign Goals and Objectives D C City Council Meeting
3.2 Ideation and Concept Development D SS4A Anticipated SS4A NOFO Release
3.3 Content Creation D ●Bi-Weekly Team Meetings
3.4 Campaign Workflow D
3.5 Campaign Implementation D
3.6 Performance Evaluation D
4. Investment Strategy SS4A
4.1 Review and Consolidate Planning Documents D
4.2 Prioritize Capital Projects D
4.3 Draft and Final Investment Strategy D
4.4 City Council Review and Approval C
5. Dashboard and Monitoring Tool
5.1 Identify and Develop Content D D
5.2 Design Data Dashboard D
5.3 Develop and Implement Data Dashboard D
Bi-Weekly Team Meetings ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ●
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
Contract No. C46970
Exhibit “C”
Revised 07-2023 BBK 72500.00001\32374915.1
EXHIBIT "C" COMPENSATION
(See Following Pages)
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
iALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
Budget
This proposed lump-sum, not-to-exceed budget reflects the scope outlined in Alta’s proposal. Our proposed funding
allocations reflect the Alta team’s experience delivering similar work products and will provide the most efficient
resources and staffing to deliver the Vision Zero Strategy Scope of Services (Scope) while ensuring excellent quality.
The following table documents our proposed reallocations between funding categories in the Scope to ensure this
efficiency and excellence:
This proposed lump-sum, not-to-exceed budget reflects the scope outlined in Alta’s proposal. Our proposed funding allocations reflect the Alta team’s experience delivering similar work products and will provide the most efficient resources and staffing to deliver the Vision Zero
Strategy Scope of Services (Scope) while ensuring excellent quality. The following table
documents our proposed reallocations between funding categories in the Scope to ensure this efficiency and excellence:
We have also provided a summary of labor hours and total labor costs for each strategy along with associated Reimbursable Expenses and Travel. Alta’s proposal does not include “Additional
Work” as defined in the Agreement. However, we have provided our labor buildup for the existing Scope of Services including calendar year (CY) 2024 and CY 2025 hourly rates for proposed project personnel should the City of Palm Desert choose to authorize Additional Work in the future. The Alta team is flexible in our approach and looks forward to working with the
City to finalize the scope and budget to meet the needs of Palm Desert and the project.
Strategy Funding Categories in Scope Alta’s Proposed Fundin Cate ories Difference from Scope
1) Safe Routes to School Plan $320,000 $257,264 -$62,736
2) Safe Routes for Seniors Plan $80,000 $155,508 +$75,508
3) Public Engagement and Activation $400,000 $403,115 +$3,115
4) Investment Strategy $100,000 $75,780 -$24,220
5) Dashboard and Monitoring Tool $50,000 $57,253 +7,253
TOTAL $950,000 $948,920 -$1,080
Table 1. Alta's proposed funding category reallocations.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
iiALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement)
We have also provided a summary of labor hours and total labor costs for each strategy along with associated
Reimbursable Expenses and Travel. Alta’s proposal does not include “Additional Work” as defined in the Agreement.
However, we have provided our labor buildup for the existing Scope of Services including calendar year (CY) 2024
and CY 2025 hourly rates for proposed project personnel should the City of Palm Desert choose to authorize
Additional Work in the future. The Alta team is flexible in our approach and looks forward to working with the City to
finalize the scope and budget to meet the needs of Palm Desert and the project.
Table 1. Summary fee proposal including labor costs and reimbursable expenses/travel.
Strategy Total
Hours
Labor
Total Total Fee
1 Safe Routes to School Plan 1283 $241,264 $257,264
Reimbursable Expenses & Travel (Strategy 1) $16,000
Traffic Counts $11,500
Online Mapping Tool Hosting/Licensing $1,000
Printing and Materials $1,000
Travel $2,500
2 Safe Routes for Seniors Plan 832 $148,508 $155,508
Reimbursable Expenses & Travel (Strategy 2) $7,000
Traffic Counts $4,000
Online Mapping Tool Hosting/Licensing $1,000
Printing and Materials $500
Travel $1,500
3 Public Engagement and Activation 1270 $215,365 $403,115
Reimbursable Expenses & Travel (Strategy 3) $187,750
Media Buys $185,000
Printing and Materials $1,000
Travel $1,750
4 Investment Strategy 393 $75,780 $75,780
Reimbursable Expenses & Travel (Strategy 4) $250
Travel $250
5 Dashboard & Monitoring Tool 311 $57,253 $57,253
Total 4089 $738,170 $948,920
Table 2. Summary fee proposal including labor costs and reimbursable expenses/travel.
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement) iii
Principal - Planner Senior Associate Associate Senior Associate Engineering Civic Analytics Graphic Design Principal - Senior Programs Project Assoc
Samuel Corbett Leslie Brown Kaitlin Scott Kristin Haukom Ashley Haire Devan Gelle Talia Agazaryan David Wasserman Kim Voros Rohan Oprisko Daniel Olken Christopher
2024 Hourly Rate*
1
1.1
1.2
1.3 Outreach and Engagement 10 46 78 36 2 20 120 80 38 20 12 20 8 490 $86,370
1.4
1.5
1.6
1.7
1.8
2
2.1
2.2
2.3
2.4
2.5
2.6
2.7
3
3.1 66 $11,400
3.2 130 $23,560
3.3 211 $36,100
3.4 67 $11,845
3.5 296 $47,700
3.6 134 $20,500
4
4.1
4.2
4.3
4.4
5
5.1
5.2
5.3
Staff Hours
Labor Total $22,110 $89,915 $53,770 $30,870 $23,370 $12,040 $28,000 $13,475 $1,520 $31,200 $6,760 $68,380 $46,620 $1,200 $36,860 $7,000 $10,290 $12,920 $8,280 $38,500 $41,625 $31,570 $616,275
Project Total $22,110 $89,915 $53,770 $30,870 $23,370 $12,040 $28,000 $13,475 $1,520 $31,200 $6,760 $68,380 $46,620 $1,200 $36,860 $7,000 $10,290 $12,920 $8,280 $38,500 $41,625 $31,570 $616,275
GENERAL NOTES:
* This fee proposal is valid for 90 days from the date submitted.
* Hours and staff assignments can be adjusted by the consultant as needed to implement the tasks described during the course of the project.
* Hourly rates will be adjusted if work is continued into subsequent year(s).
Total Task
Hours
Total Task Fee
Sam Corbett Les Brown Zane TaylorEric
Table 3. CY 2024 Labor Buildup and Personnel Rates
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4
ALTA PLANNING + DESIGN, INC.RFP no. 2023-RFP-212 Vision Zero Strategy(Roadway Safety Planning & Public Engagement) iv
Principal - Planner Senior Associate Associate Senior Associate Engineering Civic Analytics Graphic Design Principal - Senior Programs Project Assoc. Dir
Samuel Corbett Leslie Brown Kaitlin Scott Kristin Haukom Ashley Haire Devan Gelle Talia Agazaryan David Wasserman Kim Voros Rohan Oprisko Samantha Christopher
2025 Hourly Rate*
1
1.1
1.2
1.3 Outreach and Engagement 0 $01.4
1.5
1.6
1.7
1.8
2
2.1
2.2
2.3
2.4
2.5
2.6
2.7
3
3.1
3.2
3.3 115 $20,133
3.4 44 $8,009
3.5 120 $21,309
3.6 78 $12,609
4
4.1
4.2
4.3
4.4
5
5.1
5.2
5.3
Staff Hours
Labor Total $2,426 $20,066 $399 $515 $4,190 $3,822 $3,675 $7,718 $7,980 $5,040 $0 $410 $7,056 $0 $0 $0 $515 $1,596 $0 $20,000 $21,090 $15,400 $121,895
Project Total $2,426 $20,066 $399 $515 $4,190 $3,822 $3,675 $7,718 $7,980 $5,040 $0 $410 $7,056 $0 $0 $0 $515 $1,596 $0 $20,000 $21,090 $15,400 $121,895
GENERAL NOTES:
* This fee proposal is valid for 90 days from the date submitted.
* Hours and staff assignments can be adjusted by the consultant as needed to implement the tasks described during the course of the project.
Task Phase Names
Alta Planning + Design, Inc.Idea Peddler
Total Task Hours
Total Task
Fee
Sam Corbett Les Brown Zane TaylorEric
Table 4. CY 2025 Labor Buildup and Personnel Rates
DocuSign Envelope ID: 03B15AEE-F43C-484D-8E84-7DCCA29292D4