07/15/2015 Task Order TASK ORDER FOR ON CALL PROFESSIONAL SERVICES BETWEEN
MONROE COUNTY AND HDR ENGINEERING, INC.
FOR
CARD SOUND TOLL AUTHORITY LONG RANGE BUSINESS PLAN
DEVELOPMENT
In accordance with the Continuing Contract for On Call Professional Engineering
Services made and entered on the 16th day of January 2014 between Monroe County
hereinafter referred to as the"County"and HDR Engineering, Inc. hereinafter referred
to as"Consultant"where design services are allowed if construction costs do not exceed
$2,000,000.
All terms and conditions of the referenced contract for On Call Professional Engineering
Services apply to the Task Order, unless the Task Order modifies an Article of the
Agreement of which will be specifically referenced in this Task Order and the
modification shall be precisely described.
This Task Order is effective on the 15th Day of July, 2015.
Article II Scope of Basic Services, Paragraph 2.1.1 is amended as follows:
The scope of services for the Card Sound Toll Authority Long Term Business Plan
Development will include development of the design criteria package to construct
automated toll facilities at Card Sound, information to procure automated toll operations
services, and development of a long range business plan that considers future capital
improvement and maintenance obligations and revenue forecasts.
Details of the scope of services are outlined below and included in the Consultant's
proposal that is attached to this task order as Exhibit A.
Article VII, Paragraph 7.1 is amended to include the following:
The Consultant shall be paid monthly; the following lump sum amounts will apply for
each task(except where noted):
Task 1: Design Criteria Package $ 63,988.00
Task 2:Toll Equipment Procurement, Operations
and Maintenance $ 15,326.00
Task 3: Develop Long Range Business Plan $113,630.00
Reimbursables(Not to Exceed) $ 6,419.00
Total $ 199,363.00
Card Sound Toll Authority
HDR Engineering,Inc.
July 15,2015
Article IX Miscellaneous, Paragraph 9.21 is amended to add the following:
Pursuant to F.S. 119.0701, Contractor and its subcontractors shall comply with all public
records laws of the State of Florida, including but not limited to:
(a) Keep and maintain public records that ordinarily and necessarily would be required
by Monroe County in order to perform the service.
(b) Provide the public with access to public records on the terms and conditions that
Monroe County would provide the records and at a cost that does not exceed the cost
provided in Florida Statutes, Chapter 119 or as otherwise provided by law.
(c) Ensure that public records that are exempt or confidential and exempt from public
records disclosure requirements are not disclosed except as authorized by law.
(d) Meet all requirements for retaining public records and transfer, at no cost,to
Monroe County all public records in possession of the contractor upon termination of the
contract and destroy any duplicate public records that are exempt or confidential and
exempt from public records disclosure requirements.All records stored electronically
must be provided to Monroe County in a format that is compatible with the information
technology systems of Monroe County.
Article IX Miscellaneous, Paragraph 9.30 Federal Highway Administration
Requirements do not apply to this project.
IN WITNESS WHEREOF, each party caused the Task Order to be executed by its duly
authorized representative.
Consultant Witness:
HDR/}^Engineering, Inc. Wile
Sig Signature D Signature pate I
SR wr,: GRc3i41.9311--
Title
e
I BOARD OF COUNTY COMMISSIONERS
Heavilin, Cllleerkbat
" 1 OF MON�ROOEE]COUNTY, FLORIDA
e / erk Mayor/Ch Irma
ill by:
Date: 7//5//`5
MONROE COUNTY ATTORNEY
PRO',EC AS TO F M: Card Sound Toll Authority
P HDR Engineering,Inc.
NATILEENE W CA SEL July 15,2015
ASSISTANI COUNTY ATTORNEY
Date— 7 _ / Z6is -
EXHIBIT A
CONSULTANT'S PROPOSAL FOR SERVICES
Card Sound Toll Authority
HDR Engineering,Inc.
July 15,2015
Proposal
Development of a Design Criteria Package and a
Long Term Business Plan for the Card Sound
Toll Authority
Purpose of the Study
Monroe County desires to develop a criteria design package and a long-term business plan for the Card
Sound Toll Authority(CSTA). The criteria design package will provide a preliminary level of design and
define the applicable constraints for the upgrade of the Card Sound Road toll plaza and operating
system.The business plan will provide a framework for which the CSTA will operate and maintain the
bridge and roadway system for a planning horizon of 30 years with consideration for Card Sound Bridge
replacement.
This Scope of Services includes planning and engineering tasks that will result in the development of the
Design Criteria Package and the Long Term Business Plan. The objectives include:
• Assess and determine current physical and operating conditions of the system
• Conduct a study of the historical and projected future traffic and revenue
• Develop Design Criteria package to convert to Automated Tolling
• Evaluate the design criteria implementation of installing an automated tolling system
• Evaluate the design criteria of constructing alternative amenities to the system (i.e.Bicycle
Lanes)
• Research and present information regarding potential System Integration contracts and Back
Office Service contracts.
• Develop a 30 year budget for O&M and Capital Improvements
• Identify and evaluate potential revenue and funding sources
• Prepare and present a DRAFT Business Plan document for the County Commission
All services provided by Consultant will be under the direction of County staff.
Background
Monroe County,through the Card Sound Toll Authority(CSTA) has primary responsibility for maintaining
and operating the roadway system that includes Card Sound Road (CR 905A) and a portion of CR 905.
The CSTA operates the toll booth 24 hours a day,seven days a week,and also maintains the toll facilities
Scope a/Sen/lcco Jot Curd.Sound Toll Aal huriry.
and grounds,and mows and cuts brush on the right-of-way along the CSTA roadway system. This
roadway system is required to be maintained as an alternative route for hurricane evaluation.
Built in 1960s,Card Sound Road (CR 905A)provides a direct connection between the mainland and the
northern Monroe County barrier island and the community of Ocean Reef. Card Sound Road is a two-
lane highway with unpaved shoulders,and includes five Bridges--four smaller low clearance bridges
over shallow waterways,and the Card Sound Bridge,a high level bridge spanning over a navigable
waterway. A single manually operated toll booth is located near the midpoint of Card Sound Road just
west of the Card Sound Bridge. The road intersects US-1(also referenced as SR-5 and Overseas
Highway)just south of Florida City(approximate MM 127),and runs south and east approximately 12.5
miles to the toll booth located on the west end of the Card Sound Bridge. The road continues east of
the bridge for approximately 4.0 miles and intersects with CR 905 south of Ocean Reef.
CR 905 is also a two lane roadway that intersects US-1 to the south in Key Largo(approximate MM 106)
and runs northward approximately 12.0 miles up the barrier island,past the intersection with Card
Sound Road,and continues up to the Community of Ocean Reef.
The CSTA was created in the 1960s,and since that time has maintained this bridge and roadway system
utilizing toll revenue and other state and county funding. The CSTA maintains historical records of tolls
collected as well as expenditures for maintenance and capital improvement projects.
Scope of Services
Task 1.0 - Develop Design Criteria Package
1.1 -Condition Assessment
Consultant will review the history related to the construction,operation and maintenance of the system,
and conduct an assessment of the current physical conditions.
1.1.1 -Ri'V iew Ili:dory of the Card 5oun£Roadway SbsRau
Consultant will review and prepare a summary of the history of the development and construction of
the system for the purposes of presenting a historical reference. Activities under this task will be limited
to general research,review of previous reports and drawings, and interviews with County staff.
I I -'..- Conduct on Assessment of the Physical Conditions of CST4 I rcilities
Consultant will conduct a condition assessment of the facilities in the Card Sound roadway system.
Assessment will include:
Roadway Pavements
Consultant understands that a pavement assessment was recently conducted for CR 905 by another
consultant and should be suitable for the purposes of this study. Consultant will utilize the results of the
CR 905 pavement assessment and,as such, no additional field assessment will be performed by
Consultant.
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Scope ofTervice5Joe Corti.Sound Toll Authority
There has been no recent pavement assessment performed for Card Sound Road(CR 905A);therefore,
as part of this study,Consultant will perform a pavement assessment to the same level as performed for
CR 905 and utilize that new information for this study for the Card Sound Road portion of the system.
Bridge Structures
Consultant understands that,as part of a countywide bridge inspection program,all five bridges on Card
Sound Road have been recently inspected. The results of those inspections will be utilized for this study
and no additional field inspection will be performed by Consultant.
Roadway Shoulders and Shoreline Area
Consultant will perform a limited field reconnaissance assessment of the roadway shoulders and
adjacent shoreline areas. This will be performed through a windshield survey,noting only areas of
deterioration or potential to impact safe operations of the roadway system.
Facilities and Buildings
Consultant will perform a limited inspection of existing facilities,buildings,and structures maintained by
the CSTA. These inspections will not include assessment of structural integrity or mechanical systems
beyond noting general physical and operating conditions.
Rev Assumptions
1. Historical Review of Card Sound roadway system will not include an exhaustive document search, but
rather be limited to desktop research and staff interviews.
2. Review of previous studies, assessments and inspection reports will utilized in lieu of conducting
additional field inspections. Field activities to be performed by Consultant will be limited to those
identified above.
3.Another consultant is currently contracted to produce a Design Development Report for the
rehabilitation of the Card Sound Bridge.
Deliverables
1. Descriptive text with appropriate graphics to be included as a section in the final report.
2. Reference list of cited documents and sources.
3. Copies of documents and exhibits to be included as appendices to Report as appropriate.
1.2 - Design Criteria to Convert to Automated Tolling
E2.1 -Evaluate Available Technoloav
County will provide to Consultant all toll studies previously conducted. Consultant will research and
evaluate available automated tolling technology for applicability to Card Sound Road. Research will
include identifying potential vendors and service providers.
Consultant and County will visit with other similar tolling agencies in the South Florida and the Florida
Turnpike area either in person or via teleconference. Purpose is to understand the experience of these
agencies with automated tolling technologies and challenges,advantages,and disadvantages associated
with each.
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Scope of Services/or Card.Sound Toll,lutliority
1.2.2 - Roadway Desiun Cnfe17u
Consultant will conduct a review of the existing conditions for the project vicinity to determine design
constraints.Site and desktop reviews will be conducted to gather all available information concerning
the existing roadway geometry,pavement,and adjacent buildings including the toll gantry.Federal,
State,and County criteria will be evaluated and applied accordingly to provide a design that is both
feasible and meets criteria requirements. Geometric design principles will be used to establish the
horizontal and vertical alignment, including consideration of the driver,the vehicle,and roadway
characteristics.
1.2.3—Enwronmentul Requirements
Consultant will conduct a review of existing conditions for the project vicinity to determine
environmental constraints.A desktop review will identify estuarine resources including wetlands,
waters,and protected areas such as the Biscayne Bay Aquatic Preserve.Protected species records will
be searched on state,federal,and scientific data bases.The South Florida Water Management District
(SFWMD) land use mapping will be evaluated.Available information will be evaluated and used to begin
preparation of an environmental features map and description of resources in the project area.
Consultant will conduct a site review to assess environmental conditions in the project area.An estimate
of estuarine waters and wetlands limits,including state and federal wetland jurisdiction will be
completed.The assessment will evaluate the presence of state and federal protected species,and map
and characterize nearby mangroves,seagrasses, and upland vegetation communities.
Consultant will evaluate the federal,state, and local environmental permits,clearances,and associated
fees that may be required for construction of the proposed project improvements. Potential mitigation
opportunities will be evaluated based on the anticipated extent of any habitat impacts caused by the
project. Permits that may be required include a federal Section 404 permit,a state Environmental
Resource Permit,and possibly a Monroe County permit.An environmental features map,description of
resources,and analysis of constraints will be produced for the Client.
1.2.4—Pr-eliuunury Desian
Consultant will develop a range of conceptual plans for necessary physical improvements to
accommodate the automated tolling system. This will include tolling facilities(gantry,space frame,
monotube structure,etc.),facilities to house the hardware,power and communications system,and
improvements to existing roadway system. Budget costs will be developed for a range of options.
1.2.5.-.Prepare Dt_uun Cri feria Inclame
Consultant will compile and produce a report of findings of the study. The report will include the results
of each of the tasks performed as described above.
Consultant will prepare a Draft Report specifying the Design Criteria Package for review and comment
by the County. Upon receipt of comments from the County,the Consultant will finalize the report for
deliver and distribution as directed by the County.
Wage HOP Engineerire iu .
Scope of.Services fir Card Sound Toll Authority
Task 2.0 - Automated Toll Equipment Procurement, Operations, and
Maintenance
Consultant will research and provide information to the County regarding the potential to work with the
Florida Turnpike Enterprise or other available organizations on a System Integrator Contract that would
include the procurement of the required tolling equipment,installation of the equipment, all testing and
commissioning, manuals,training,software and Interface Control Documents.
In addition Consultant will research and provide information to the County regarding the potential to
work with the Florida Turnpike Enterprise or other available organizations regarding a Back Office
Service Contract that would include the processing and reconciliation of all transactions as well as the
escalation of unpaid transactions through violation processing and enforcement.
Consultant will also work with the County to develop a long term operational and maintenance plan to
ensure the tolling equipment and software perform at the highest levels in order to process toll
transactions and ensure revenue collection.
Task 3.0 - Develop Long Range Business Plan
3.1 -Operation and Facility Review
3.1.1 -Evaluate Past and Current Operations and Maintenance
Consultant will review past and current O&M performed on all parts of the Card Sound roadway system.
Consultant will document routine practices and associated periodic and/or annual costs.
3.1.2-Past Capital lrnoravemen is
Consultant will review past capital improvements that have been performed on the Card Sound roadway
system. Consultant will document routine practices and associated periodic and/or annual costs.
Key Assumptions
Review of past and current O&M and capital improvements will be from information provided by County
and from interviews of staff.
Deliverables
Descriptive text with appropriate graphics,charts and tables to be included as a section in the final
report.
3.2-Conduct Customer Survey
Consultant will design and conduct a combined origin-destination(OD)and customer stated preference
survey.The survey will be conducted using an online survey tool as well as onsite survey interviews and
will collect information on origin and destination of the existing patrons of Card Sound Roadway System,
their trip purposes,travel path,and stated preference associated with the tolling.Survey invitations will
be distributed to all users of the toll facility by means of direct intercepts at the toll plaza and by mail
outs.
5 l P a g e HDR E n g i n n e r . n g , Inc .
Srupe of Services for Card Sound Tall Authority
The collected data will be analyzed to gain insights into travel markets,travel modes,travel patterns,
network conditions,traffic and revenue trends,revealed preferences,and other important aspects of
the project.
Deliverables
Executive summary of Customer Survey will be included as a section in the final report.
3.3 -Traffic and Revenue Projection
3.3.1 -Data Collection and 1lnalysi s
Consultant will collect information on socioeconomic conditions, network characteristics,travel
demand,etc.from various sources.Available traffic and revenue data included but not limited to the
following,will be provided to Consultant by the County:
• Existing and historic traffic counts on the roadway system (average annual daily auto and truck
counts for the last 20 years)
• Existing and historic tolling structure(by auto and truck for the last 20 years)
• Existing and historic revenue profile(average annual revenue generated by auto and trucks for
the last 20 years)
• Information on existing seasonal and diurnal variations in traffic and revenue generation
• Information on the bridge rehabilitation project(purpose,cost, phasing,etc.)
• Information on any past bond mechanism utilized or considered(type of bond,requirements,
etc.)
• Past studies or analysis related to tourism projections in the study area
• Past studies or analysis related to development or growth management impacts to the study
area
• Information related to Hurricane evacuation routing or requirements by FDOT or FHWA.
• Prior studies and stakeholder coordination
• List of potential risks or sources of uncertainties in the traffic and revenue forecasts
33.2-Sketch Level Traffic and Revenue Porecafis
The collected information on toll traffic and revenue will be analyzed to identify growth trends,seasonal
variations,revenue leakage, etc.The Southeast Florida Regional Planning Model(SERPM)will be
reviewed for understanding adopted socioeconomic datasets,planned and programmed network
improvements,and how they may potentially impact the toll facility. Growth rates will be developed
using SERPM, regression analysis of historical data,and other methods in order to develop forecast
growth rates.Subsequently,traffic and revenue forecasts will be developed by year for a 30-year period
to support the Business Plan.
61Page . DR ErgHneer ng , Inc .
Scope of Services Tar Card Sound Toll Authority
The future year forecasts include several assumptions related to future growth,transportation network,
and variables like fuel price,value of time, etc.,all of which are subject to considerable uncertainty.
Sensitivity analysis will be conducted by varying traffic growth rate and toll rate assumptions in order to
understand potential revenue impacts and risk exposure of the investment.
3.33- Travel and Revenue Forecast.Memorandum
The analysis methodology and results will be documented in a Traffic and Revenue Forecast
Memorandum that presents the case for the proposed project.The draft memo will be submitted to
County for review.County will provide review comments and Consultant will subsequently finalize the
report within.
Key Assumptions
The County will provide all necessary data mentioned under task 3.3.1. If adequate data is not available
then study and analysis will be adjusted as needed.
Deliverables
Traffic and Revenue Forecast Memorandum will be included as an appendix in final report.
3.4- Develop Long Term Business Plan
3.4.1 -Estimate Future Cost
Costs will be estimated based on needed O&M and Capital Improvement Projects that will be required
to keep the system functional and operating efficiently.
.3.42-Develop Cash Flow Analysis
Based on revenue scenarios develop in the T&R study,and future estimated costs,Consultant will
prepare a 30-year balance sheet for the purpose of conducting a cash flow analysis.The analysis will
identify revenue shortfall or surplus.
3.4,3-Determine Expected Return On Investment
Consultant will develop a budget cost estimate for a range of scenarios and alternatives for conversion
to automated tolling. Consultant will also develop a comparison of costs versus historical and current
manual tolling. An anticipated duration of time for return on the investment for various scenarios will
be determined based on future projections developed in the T&R study.
3.5-Prepare Business Plan
Consultant will compile and produce a report of findings of the study. The report will include the results
of each of the tasks performed as described above.
Consultant will prepare a Draft Report that is to include the Long Term Business Plans for review and
comment by the County. Upon receipt of comments from the County,the Consultant will finalize the
report for deliver and distribution as directed by the County.
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Schedule for Performance of Work
Consultant estimates that the services included in this Scope of Services can be completed within 5
months from issuance of Notice To Proceed (see Attachment 1). Schedule is preliminary and was
developed under the assumption that the Notice to Proceed will be obtained on August 1,2015.
Fee Estimate
Consultant will preform services detailed in the Scope of Services for a fee as detailed in Attachments 2
and 2a and summarized below:
Labor(lump sum) $192,944.00
Reimbursable Expenses $6,419.00
Total Fee $199,363.00
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