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Ordinance No. 9,10420010208 -1 ORDINANCE NO. 9104 ® AN ORDINANCE AUTHORIZING AND DIRECTING THE CITY MANAGER AND THE CITY CLERK OF THE CITY OF BAYTOWN TO EXECUTE AND ATTEST TO AN AGREEMENT WITH MKP CONSULTING TO PERFORM PROFESSIONAL SERVICES FOR THE BAYTOWN LOW -INCOME TRANSPORTATION STUDY; AUTHORIZING PAYMENT BY THE CITY OF BAYTOWN, THE SUM OF TWENTY -SEVEN THOUSAND TWENTY AND NO /100 DOLLARS ($27,020.00); MAKING OTHER PROVISIONS RELATED THERETO; AND PROVIDING FOR THE EFFECTIVE DATE THEREOF. ************************************************************* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * ** BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF BAYTOWN, TEXAS: Section 1: That the City Council of the City of Baytown, Texas, hereby authorizes and directs the City Manager and the City Clerk of the City of Baytown to execute and attest to an agreement with MKP Consulting to perform professional services for the Baytown Low - Income Transportation Study. A copy of said agreement is attached hereto, marked Exhibit "A," and made a part hereof for all intents and purposes. Section 2: That the City Council of the City of Baytown authorizes payment to MKP Consulting to perform professional services for the Baytown Low - Income Transportation Study of the sum of TWENTY - SEVEN THOUSAND TWENTY AND NO /100 DOLLARS ($27,020.00), pursuant to the Agreement. Section 3: That pursuant to the provisions of Texas Local Government Code Annotated § 252.048, the City Manager is hereby granted general authority to approve any change order involving a decrease or an increase in costs of TWENTY -FIVE THOUSAND AND NO / 100 DOLLARS ($25,000.00) or less, subject to the provision that the original contract price may not be increased by more than twenty -five percent (25 %) or decreased by more than twenty -five percent (25 %) without the consent of the contractor to such decrease. Section 4: This ordinance shall take effect immediately from and after its passage by the City Council of the City of Baytown. INTRODUCED, READ and PASSED by the affirmative vote of the City Council of the City of Baytown this the 8t' day of February, 2001. x� c. PETE C. ALFARO, Mayor F.'"M a N I z2 G Y SMITH, City Clerk APPROVED AS TO FORM: 4ATIO—RAMIRE , SR., City Attorney dA\MyDocuments \Counci1\00 -01 \ February\ AwardLowIncomeTransportationStudyContract L11 C] PROFESSIONAL SERVICES AGREEMENT STATE OF TEXAS § COUNTY OF HARRIS § KNOWN BY THESE PRESENTS: This Agreement is made this day of , 200_, by and between the City of Baytown, Texas, acting by and through its City Council of the City of Baytown, Texas hereinafter referred to as the "City," and MKP Consulting a corporation authorized to do business in Texas, hereinafter referred to as the "Consultant "; and the Parties do hereby make and enter into the following agreement: ARTICLE I. Consultant 1.1 The Consultant as an independent contractor covenants and agrees to perform professional services for the Baytown Low - Income Transportation Study as described in Article II. Such services shall be performed by the Consultant in accordance with the terms of this Agreement and for the consideration herein stated. The Consultant covenants and agrees to perform the services in a professional manner. The Consultant shall complete the scope of work and shall submit reports to the City as required. 1.2 The Consultant shall provide its services under this Agreement with the same degree of care, skill and diligence as is ordinarily provided by such professional under similar circumstances for the preparation of the Baytown Low - Income Transportation Study and to which this Agreement applies. The Consultant will further give professional consultations and advice to the City during the performance of the services under this Agreement. ARTICLE II. Scope of Work 2.1 The Consultant will perform the professional services related to the Baytown Low - Income Transportation Study as set for in Exhibit "A," which is attached and made a part of this Agreement for all intents and purposes. 2.2 Pursuant to this Agreement, the City shall have the option to obtain the services of the Consultant to perform additional services. Such additional services shall be described in a written amendment to this Agreement, as agreed mutually by the City and the Consultant, including a description of the additional work, associated compensation, and time schedule as applicable. NI�IT � Professional Services Agreement, Page 1 ARTICLE III. Consultant Personnel 3.1 The Consultant represents that it has or will secure at its own expense, all personnel required in performing the services under this Agreement. Such personnel shall not be employees of or have any contractual relationship with the City. 3.2 The Consultant may contract with subconsultants for portions of the work or services under this Agreement with the prior written approval of the City. Any work or services subcontracted hereunder shall be specified by a written Agreement and shall be subject to the provisions of this Agreement. ARTICLE IV. Support Services 4.1 The City agrees to provide the Consultant with support services during conduct of the services listed in Article II. Support services will include the services described in Exhibit `B," which is attached hereto and made a part of this Agreement. 4.2 To the extent authorized by law, the readily available existing data and documentation obtained by the City that are relevant to the accomplishment of the Scope of Work specified in Article II shall be made available by the City for use by the Consultant. However, in providing such data and documentation, the City makes no warranty as to the accuracy or reliability of the same. 4.3 The City shall consider and act on all documents and project work items submitted by the Consultant that require review, comments or approval by the City within a reasonable period of time so as to enable the Consultant to compete the work on schedule as provided in Article V of this Agreement. 4.4 The City agrees to provide the Consultant with support services needed to organize, schedule, notify, provide, meet, locate, conduct meetings, and prepare minutes of meetings for the Baytown Low - Income Transportation Study, including committees, workshops, public meetings and public hearings as described in Article II. The Consultant will advise and coordinate with the City to accomplish these support services. ARTICLE V. Time of Performance 5.1 The Consultant shall commence services upon execution of this Agreement and receipt of written notice to proceed from the City. Professional Services Agreement, Page 2 5.2 The Consultant shall complete the services described in Article II within two (2) months from receipt of written authorization to proceed by the City, unless the scope of work and time of performance are changed in accordance with Article X. 5.3 The completion schedule set forth in Section 5.2 may not be subject to causes that result in delay over which neither the Consultant nor the City has any control. Notification and justification of any such delays identified by the Consultant must be made in writing and approved by the City. The schedule of work will be extended to include any such delays pursuant to Article X. 5.4 Except for the indemnity provided for in Section 13.2 and the tail coverage required in Section 13.1, this Agreement shall terminate upon the City's final acceptance of work completed by the Consultant, unless otherwise terminated or modified as hereinafter provided. ARTICLE VI. Compensation to Consultant 6.1 The City shall compensate the Consultant for the professional services performed under this Agreement. For the basic services described in Exhibit "A," the City shall pay the Consultant in full payment for services rendered a sum not to exceed twenty -seven thousand and twenty dollars ($27,020). The maximum amount is based upon the project budget contained in Exhibit "C," which is attached and made a part of this Agreement for all intents and purposes. The maximum amount may be modified pursuant to Article X, in the even of increased cost, change in the scope of work, time of performance, delays or increase or decrease in the complexity or character of the work. 6.2 For additional services rendered pursuant to Section 2.2, the City shall compensate the Consultant in the manner similar to the basic services and in accordance with the maximum amount payment and other terms as specified in the amendatory agreement providing for the additional services. 6.3 Payment shall be made only after receipt of a detailed statement showing the percentage of the project completion and the amount payment less any previous payment made by the City and a monthly progress report letter containing a report of work completed and the percentage completion by task and for the overall project. The progress report letter will describe the basic or additional services performed and the work accomplished during the report period, as well as any problems or delays encountered and actions taken or to remedy them. Each statement shall be certified as true and correct by an officer of the Consultant. Each invoice is due and payable by the City within thirty days following the date of its receipt by the City or within thirty days of receipt of the invoiced services, whichever is later. However, the City shall not be obligated to pay the full amount of an invoice if there is a dispute in the bill tendered by the Consultant to the City for payment. In such case, the City shall pay only the undisputed amount. Professional Services Agreement, Page 3 El When approximately 60 percent of the sum specified in Section 6.1 has been invoiced by the Consultant, the Consultant shall provide, with the monthly progress report, an assessment of the project to -date, including recommended modifications to the scope of work and/or the expected need for additional authorizations, if any. The Consultant will not exceed the maximum fee specified in Section 6. 1, unless authorized in writing by the City. 6.4 The terms of this Agreement are contingent upon sufficient appropriations and authorization being made by the City for the performance of this Agreement. If at any time during the period of performance under this Agreement, the City does' not make sufficient appropriations and authorizations, this Agreement shall terminate upon written notice being given by the City to the Consultant. The City's decision as to whether sufficient appropriations are available shall be accepted by the Consultant and shall be final. ARTICLE VII. Product of Services, Copyright 7.1 The Consultant and the City mutually agree that reports, maps and materials prepared or developed under the terms of this Agreement shall be delivered to and become the property of the City. The Consultant shall have the right to retain copies and to utilize the product of its services for marketing purposes, except for any confidential information, as defined in Article XI hereof. 7.2 The Consultant shall fiunish the City with the number of copies of reports as indicated in Article. Il. 7.3 Nothing produced in whole or in part by the Consultant under this Agreement shall be subject to application for copyright by or for the Consultant. 7.4 The Consultant hereby grants and conveys an ownership interest to the City in all work products relating to the services required to be performed in this Agreement without additional compensation. ARTICLE VIII. Private Interest of Public Officials and Consultant 8.1 No employee, agent or member of the City Council of the City shall have any financial interest, direct or indirect, in this Agreement or the proceeds thereof. Professional Services Agreement, Page 4 ARTICLE IX. Certifications of Consultant 9.1 The Consultant has not employed or retained any company or person, other than a bona fide employee working solely of the Consultants, to solicit or secure this Agreement, and that it has not been paid or agreed to pay any company or person other than a bona fide employee working solely for the Consultant, any fee, commission, percentage, brokerage fee, or any other consideration contingent upon or resulting from the award or making of this Agreement. 9.2 The Consultant presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of services under this Agreement. ARTICLE X. Changes or Termination 10.1 This Agreement may not be altered, changed or amended except by instrument in writing executed by the parties hereto. 10.2 The City may, from time to time, request changes in the scope of work and time of performance for the services of the Consultant to be performed hereunder. Such changes, including any increase or decrease in the amount of the Consultant's compensation, which are mutually agreed upon by and between the City and the Consultant, shall be incorporated in written amendments to this Agreement. 10.3 This Agreement, with the exception of Section 13.2 and the tail coverage required in Section 13.1 may be terminated before the expiration date specified in Article V by any of the following conditions a. Right of either parry to terminate for cause. This Agreement may be terminated by either of the parties hereto for failure by the other party to perform in a timely and proper manner its obligation under this Agreement. A signed written notice of such termination shall be delivered to the other party by registered or certified mail and such termination shall take effect twenty days after the notice is deposited in the mail provided that the failure to perform has not been remedied in full prior to the expiration of the twenty -day period. By such termination, either party may nullify obligations already incurred for the performances or failure to perform before the termination date. b. Right of the City to terminate for convenience. This Agreement may also be terminated by the City for reasons other than failure by the Consultant to perform in a timely and proper manner its obligations under this Agreement. A signed, written notice of such termination shall be delivered to Consultant by registered or certified mail and such termination shall take effect not less than seven day Professional Services Agreement, Page 5 following the date that the notice is deposited in the mail or at 5:00 p.m. on the date the notice is received by the Consultant, whichever is sooner. 10.4 Upon receipt of a notice of termination under any of the conditions under Section 10.3, the Consultant shall, unless the notice otherwise directs, immediately discontinue all services in connection with the performance of this Agreement. Within thirty (30) days after the conditions specified in Section 10.3 and 10.4 being met or within thirty (30) days after the Consultant submits a statement of the actual services performed and payment requested, or within thirty (30) days after the City's receipt of all data, study products and all other work products required to be tendered to the City, whichever is later, the City shall pay the Consultant allowable costs incurred, less previous payments. The City will only be obligated to compensate the Consultant in a just and equitable manner for those services actually performed prior to the effective date of termination. Data, study products and all other work product prepared by Consultant under this Agreement shall be delivered to the City within thirty (30) days after the receipt of the notice of termination if terminated by the City or within thirty (30) days after tendering the notice of termination if terminated by the Consultant. 10.5 Notwithstanding the provisions of Section 10.5 above, Consultant shall not be relieved of liability to the City for damages sustained by the City by virtue of any negligent act or omission or any breach of the Agreement. ARTICLE XI. Confidentiality 11.1 Any information determined to be confidential pursuant to the Texas Public Information Act that is provided to or developed .by the Consultant in the performance of this Agreement shall be kept confidential and shall not be made available to any individual or organization by the Consultant without prior written approval of the City. ARTICLE XII. Inspection of Records 12.1 The Consultant shall maintain accounts and records, including personnel, property and financial records, adequate to identify and account for all costs pertaining to this Agreement and such other records as may be deemed necessary by the City to assure proper accounting for all project funds. These records will be retained for three years after the expiration of this Agreement. 12.2 Any time during normal business hours and as requested by the City, the Consultant shall make available to the City for examination all of its project records with respect to all matters covered by this Agreement and will allow the City to review, examine and make excerpts from such records, and to make copies of all contracts, invoices, materials, payrolls, records of personnel, conditions of employment and other data relating to all Professional Services Agreement, Page 6 matters covered by this Agreement. The financial records of the Consultant will be available upon request by the City's representative in a timely manner in its office located in Bellaire, Texas, for audit purposes to the City or its authorized representative. In any event, the financial records shall be made available to the City in the Consultant's office within (10) days of the City's request for the same. All copies made by the City pursuant to this Section shall be made at the sole cost and expense of the Consultant. ARTICLE XIII. Insurance and Indemnification 13.1 Throughout the term of this Agreement, the Consultant at its own expense shall purchase, maintain and keep in force and effect insurance against claims for injuries to or death of persons or damages to property which may arise out of or result from the Consultant's services, whether such services be by the Consultant, its agents, representatives, volunteers, employees or subconsultants or by anyone directly or indirectly employed by any of them, or by anyone for whose acts any of them may be liable. 13.2 The Consultant's insurance coverage shall be primary insurance with respect to the City, its officers, agents and employees. Any insurance or self - insurance maintained by the City, its officials, agents and employees shall be considered in excess of the Consultant's insurance and shall not contribute to it. All coverage for subconsultants shall be subject to all of the requirements stated herein. 13.3 The errors and omissions coverage herein shall, at a minimum, meet the following requirements: Errors & Omissions (E &O) Limit: $500,000 ➢ For all architects, engineers, consultants, and/or design companies. ➢ Claims -made form is acceptable. ➢ Coverage will be in force for two (2) years after project is completed. 13.4 Prior to any work being performed on the site, the Consultant sha1T file with the City valid Certificates of Insurance and endorsements acceptable to the City. Such Certificates shall contain a provision that coverage afforded under the policies will not be canceled, suspended, voided, or reduced until at least thirty (30) days' prior written notice has been given to the City via certified mail, return receipt requested. 13.5 The Consultant shall also file with the City valid Certificates of Insurance covering all subconsultants. 13.6 The following are general requirements applicable to all policies: ➢ AM Best Rating of A; VII or better. ➢ Insurance carriers licensed and admitted to do business in State of Texas will be accepted. Professional Services Agreement, Page 7 13.7 ➢ Upon request of and without cost to City of Baytown, certified copies of all insurance policies and/or certificates of insurance shall be furnished to City of Baytown's representative. Certificates of insurance showing evidence of insurance coverage shall be provided to City of Baytown's representative prior to any work being performed at the site. ➢ Upon request of and without cost to City of Baytown, loss runs (claims listing) of any and/or all insurance coverage shall be furnished to City of Baytown's representative. THE CONSULTANT AGREES TO AND SHALL INDEMNIFY, HOLD HARMLESS, AND DEFEND THE CITY, ITS OFFICERS, AGENTS AND EMPLOYEES (HEREINAFTER COLLECTIVELY REFERRED TO AS THE "CITY "), FROM AND AGAINST ANY AND ALL CLAIMS, LOSSES, DAMAGES, CAUSES OF ACTION, SUITS AND LIABILITY OF EVERY HIND, INCLUDING, BUT NOT LIMITED TO, ALL EXPENSES OF LITIGATION, COURT COSTS, AND ATTORNEYS' FEES, FOR INJURY TO OR DEATH OF ANY PERSON, OR FOR ANY AND ALL DAMAGES ARISING OUT OF OR IN CONNECTION WITH THE SERVICES PROVIDED BY THE CONSULTANT PURSUANT TO THIS AGREEMENT, THE CONDUCT OR MANAGEMENT OF THE CONSULTANT'S BUSINESS OR ACTIVITIES, OR FROM ANY OTHER ACT OR OMISSION BY THE CONSULTANT, ITS AGENTS, AND EMPLOYEES, WHEN PERFORMING SERVICES IN ACCORDANCE WITH THIS AGREEMENT, WHERE SUCH INJURIES, DEATH .OR DAMAGES ARE CAUSED BY THE JOINT NEGLIGENCE OF THE CITY AND ANY OTHER PERSON OR ENTITY AND /OR BY THE JOINT OR SOLE NEGLIGENCE OF THE CONSULTANT. IT IS THE EXPRESSED INTENTION OF THE PARTIES HERETO, BOTH THE CONSULTANT AND THE CITY, THAT THE INDEMNITY PROVIDED FOR IN THIS PARAGRAPH IS INDEMNITY BY THE CONSULTANT TO INDEMNIFY AND PROTECT THE CITY, ITS OFFICERS, AGENTS AND EMPLOYEES FROM THE CONSEQUENCES OF (I) THE CITY'S OWN NEGLIGENCE, WHERE THAT NEGLIGENCE IS A _CONCURRING CAUSE OF THE - RESULT -ING - INJURY, DEATH OR DAMAGE AND /OR (II) THE CONSULTANT'S JOINT AND /OR SOLE NEGLIGENCE. FURTHERMORE, THE INDEMNITY PROVIDED FOR IN THIS PARAGRAPH SHALL HAVE NO APPLICATION TO THE CITY FOR ANY CLAIM, LOSS, DAMAGE, CAUSE OF ACTION, SUIT AND LIABILITY WHERE THE INJURY, DEATH OR DAMAGE RESULTS FROM THE SOLE NEGLIGENCE OF THE CITY, UNMIXED WITH THE FAULT OF ANY OTHER PERSON OR ENTITY. IN THE EVENT THAT ANY ACTION OR PROCEEDING IS BROUGHT AGAINST THE CITY BY REASON OF ANY OF THE ABOVE, THE CONSULTANT FURTHER AGREES AND COVENANTS TO DEFEND THE ACTION OR PROCEEDING BY LEGAL COUNSEL ACCEPTABLE TO THE CITY. The indemnity provided hereinabove shall survive the termination and/or expiration of this Agreement. Professional Services Agreement, Page 8 ARTICLE XIV. Miscellaneous Provisions 14.1 Neither the City nor Consultant shall be required to perform any term, condition or covenant of this Agreement while such performance is delayed or interrupted by acts of God, material or labor restrictions by any governmental authority, civil riot, flood, hurricanes or other natural disasters, any other cause not within the control of the City or Consultant that by the exercise of due diligence the City or Consultant is unable wholly or in part, to prevent or overcome and supersedes all prior agreements and understandings between City and Consultant concerning the subject matter of this Agreement. Any such delay in performance shall be excused only for the same amount of time as the occurrence giving rise to the delay shall have lasted or such period of time as is reasonably necessary after such occurrence abates for the effects thereof to have dissipated as determined in the sole discretion of the City. 14.2 This Agreement constitutes the entire agreement between the City and Consultant. No agreements, amendments, modifications, implied or otherwise, shall be binding on any of the parties unless set forth in writing and signed by both parties. 14.3 If one or more of the provisions of this Agreement or the application of any provision to any party or circumstance, is held invalid, unenforceable or illegal in any respect, the remainder of this Agreement and the application of the provision to other parties or circumstances shall remain valid and in full force and effect. 14.4 Any notice required to be given pursuant to the terms and provisions of this Agreement shall be in writing and shall be mailed by certified or registered mail addressed as set forth below or at such other address as may be specified by written notice: CONSULTANT MKP Consulting Attn. M.K. Purser, Owner 8950 Shoreview Lane Humble, Texas 77346 CITY City of Baytown Attn: City Manager P.O. Box 424 Baytown, TX 77522 14.5 The waiver by either party of a breach of any provision of this Agreement shall not constitute a waiver of any subsequent breach of this Agreement. 14.6 The Consultant shall not assign any interest in this Agreement and shall not transfer any interest in the same without the prior written consent of the City thereto. Professional Services Agreement, Page 9 14.7 The City and Consultant each bind itself and its successors, executors and administrators and assigns of such other parties, in respect to all covenants of this Agreement. Nothing herein shall be construed as creating any personal liability on the part of any officer, board member, commissioner, employee or agent of the City. 14.8 The Consultant at such times and in such forms as the City may require, shall furnish the City such periodic reports as it may request pertaining to the work or services undertaken pursuant to this Agreement. 14.9 Each provision and clause required by law to be inserted into the Agreement shall be deemed to be included herein and this Agreement shall be read and enforced as though each were included herein. If through mistake or otherwise any such provision is not inserted or is not correctly inserted, the Agreement shall be amended to make such insertion on application by either party. 14.10 The failure on the part of any party herein at any time to require the performance by the other party of any portion of this Agreement shall not be deemed a waiver of or in any way affect that party's rights to enforce such provision or another provision in the future. Any waiver by any party herein of any provision hereof shall not be taken or held to be a waiver of any other provision hereof or any other breach hereof. 14.11 Any and all representations and conditions made by the Consultant under this Agreement are of the essence of this Agreement and shall survive the execution, delivery and termination of it, and all statement contained in any documents required by the City, whether delivered at the time of execution or at a later date, shall constitute representations hereunder. 14.12 In the event of default by any party herein, all other parties shall have all rights and remedies afforded to it at law or in equity to recover damages and to interpret or enforce the terms of this Agreement. The exercise of any one right or remedy shall be without prejudice to the enforcement of any other right or remedy allowed at law or in equity. 14.13 This Agreement is performed in Harris County, Texas, and is subject to all applicable Federal and State laws, statutes, codes, and any applicable permits, ordinances, rules, orders and regulations of any local, state or federal government authority having or asserting jurisdictional. 14.14 In the performance of this Agreement, the Consultant will not discriminate against any employee or applicant for employment because of race, color, religion, age, sex or national origin. The Consultant will, in all solicitations or advertisements for employees placed by or on behalf of it, state that it is an equal opportunity employer. 14.15 Two copies of this Agreement are executed; each shall be deemed an original. Professional Services Agreement, Page 10 9 14.16 The parties acknowledge that they have read, understand and intend to be bound by the terms and conditions of this Agreement. 14.17 The section headings are used in this Agreement for convenience and reference purposes only and are not intended to define, limit or describe the scope or intent of any provision of this Agreement and shall have no meaning or effect upon its interpretation. 14.18 Words of any gender used in this Agreement shall be held and construed to include any other gender, and words in the singular number shall be held to include the plural, and vice versa, unless context requires otherwise. 14.19 The officers executing this Agreement on behalf of the parties hereby confirm that such officers have full authority to execute this Agreement and to bind the party he /she represents. IN WITNESS HEREOF, the parties have executed this agreement in duplicate originals at Baytown, Harris County, Texas. CITY OF BAYTOWN MONTE MERCER, City Manager ATTEST: GARY W. SMITH, City Clerk APPROVED AS TO FORM: A C RAMIREZ, S ,City Attorney CONSULTANT Signature Printed Name Title Professional Services Agreement, Page 11 C STATE OF TEXAS § COUNTY OF HARRIS § Before me, personally appeared Consulting, on behalf of such company known to me; the undersigned notary public, on this day the . of MKP proved to me on the oath of ; or proved to me through his/her current {description of identification card or other document issued by the federal government or any state government that contains the photograph and signature of the acknowledging person} (✓ one) to be the person whose name is subscribed to the foregoing instrument, and acknowledged to me that he /she executed that instrument for the purposes and consideration therein expressed. Given under my hand and seal of office this day of My commission expires: c: kl h26\ Contracts\ Tansportation\ ProfessionalServicesAgreementRevised Professional Services Agreement, Page 12 2001. Notary Public in and for the State of Texas Baytown Low - Income Transportation Study Work Program 0 Introduction MKP Consulting proposes to develop and implement a needs assessment and implementation plan for low- income transportation services in the City of Baytown. Currently, the primary public transportation available in Baytown is a vouchered taxi service for the seniors and disabled. This program has been significantly constrained due to the funding limitations posed by HUD under Community Development Block Grants. As a result, the City of Baytown is in need of a comprehensive approach to providing transportation to its low- income residents, particularly the elderly, disabled, homeless and other special populations. As can be seen in the Work Program section, MKP Consulting will develop a proactive guide for the development and implementation of transportation alternatives for the City of Baytown's low - income residents, including special populations. Within the scope of this project, we will: • Assess current and projected transportation needs; • Evaluate transportation services in similar cities around the United States; • Identify current and potential funding sources; • Develop transportation alternatives along with an implementation plan; and • Initiate multi- agency collaborations to better facilitate the implementation. The project team will incorporate current and projected demographic and socioeconomic data; previous local and regional transportation studies; the transportation chapter for the new Baytown 2020 Comprehensive Plan, and staff and public input to address the issue and its solutions. The scope of the project will involve the tasks and elements outlined in the flow chart on the next page. Baytown low - Income Transportation Study Work Program Aggregate Demographic (short survey ofSF residents Existing Studies Socioeconomic Data Agency (NGAC Trans. Plan; (1990 Census -- Blk Grp; Baytown Trans. Studies; 1997, 2002, 2007 Community Baytown 2020 Camp. Plan; .'ong survey �r 2020 -- Blk Grp; Baytown Consolidated Plan; 1990 Journey to Work •- TAZ; METRO studies; NGAC 2020- TAZ; plans from other cities) 1990 PE MS Cross -tabs - CiM rrailicnr!•back) Resident Surveys (short survey ofSF residents Agency - water bill enclosure; Su rveys short survey of unsubsidized .'ong survey �r MF managers - direct mail; _ subsidized housing long survey of those on Taxi and service Program list and those ;iroviders - direct requesting info on Taxi rrailicnr!•back) Program) Analysis of Analysis of Potential Existing Resources Resources Analysis of Potential Collaborations Existing Information Analysis A review of all existing information will be conducted. Such information will fall into to major categories: demographic data and other studies. Demographic and Socioeconomic Assessment: Using Geographic Information Systems (GIS), MKP Consulting will integrate existing data at various geographic levels into a single data base at the Census Block Group level. The map on the next page illustrates the division of the City of Baytown into Census Block Groups. The data that will be integrated will include: • 1990 Census of Population and Housing at the Block Group level • 1990 Public Use Microdata Sample (PUMS) at the City level 1997, 2002 and 2007 HUD Community 2020 estimates /forecasts at the Block Group level • 1990 Census Journey to Work data at the Traffic Analysis Zone (TAZ) level • 2000, 2010 and 2020 HGAC data at the Traffic Analysis Zone level • 2000 Census PL94 -171 redistricting data at the Census Block and Block Group levels MKP Consulting Page 5 Baytown Low - Income Transportation Study Work Program The data collected will include aggregate information on population by age and ethnicity; households by income and family structure; households by number of vehicles available; households by mode of transportation to work; population by disability; and other relevant available information about the socioeconomic status of residents. The data will be mapped to show pockets of potential need. The map to the right shows the 1990 Census Block Group boundaries, for C which all Block Group level data have C been collected. However, once the Census 2000 geographic boundary files are available, the data will be restructured to conform to the new boundaries. Existing Studies: A number of studies will be reviewed and assessed to determine (1) what has been planned and /or predicted for the Baytown area and (2) what works in similar cities. There are a number of studies currently existing for Baytown, including previous transportation studies; the Baytown 2020 Comprehensive Plan; the Baytown 5 -Year Consolidated Plan; and HGAC's Metropolitan Transportation Plan. In addition, MKP Consulting will investigate other possible studies conducted for METRO, Harris County, Texas Department of Transportation or other entities. The information collected from the studies will include possible solutions, impediments to public transportation, cost estimates and public opinions. A literature review also will be conducted and the programs implemented in other cities of similar size will be analyzed and assessed. Special Populations Data: While general low- income data will be analyzed for small areas within Baytown, specific data concerning special populations will also be collected and analyzed. Data about the elderly, disabled, homeless, veterans, battered women, people living with.HIV /AIDS and people living in public housing or other subsidized housing are critical to the assessment of transportation needs. Therefore, data specific to these sub - populations will be collected, analyzed and mapped. See the 'Survey-based Information' section below for additional explanation of the role special populations will play in the study. Survey -based Information With most of the available data being a decade old and consisting of sub -area aggregates, it is not possible to accurately assess the magnitude and type of needs for transportation. Therefore, four surveys will be conducted in Baytown. The first survey that MKP Consulting plans to develop includes a short 3- to 5 -item questionnaire to be included in the water bills of residential customers. The information requested will be: MKP Consulting Page 6 Baytown Low - Income Transportation Study Work Program Ol household income, number of adults in household, number of working vehicles in household, number of elderly or disabled in household. The survey will be provided in English and Spanish. MKP Consulting will request that the Water Department allow the surveys to be returned with the monthly payments. We will then collect the surveys and enter the responses into a database. Another short survey will be sent to the managers of unsubsidized apartment complexes. The anticipated questions include: rent by number of bedrooms; number of units by number of bedrooms; estimated number of elderly or disabled; estimated number of households with no working vehicle. These surveys, again in English and Spanish, will be mailed directly to the apartment complexes and will include a stamped envelope for returning the completed forms. Surveyors will call to follow -up with surveys not returned. The above surveys will be used to assess general conditions of the population and the geographic distribution of potential need. More detailed data will be collected through two additional surveys. The third survey will be a longer, detailed questionnaire mailed to all residents on the existing service and waiting lists for the Senior and Disabled Residents Taxi Program. The questions will deal with income, age, disability, trip origins /destinations, number of trips needed per week, mode of transportation when taxi not available and other questions agreed upon by the City staff and MKP Consulting. The surveys will be in English and Spanish. Stamped addressed envelopes will be included and results of returned surveys will be entered into a database for analysis. The final survey will be developed and mailed to subsidized housing and supportive service agencies, including the Baytown Housing Authority, homeless providers, battered women's programs, housing for the disabled, and off -site supportive services. The survey will ask for number of clients by age and income and disability status, estimated number with no reliable transportation, existing transportation provided by responding agency or other agency (such as American Red Cross), number of trips by origin /destination provided by a responding transportation provider, received requests for transportation and other information to indicate current levels of service and current needs. Another key element of the agency survey will be a section requesting information about current funding levels and sources for transportation programs. Information on current and proposed multi- agency collaborations will also be requested. Surveyors will contact non - responding agencies by phone to ensure high response rates. The results will be entered into a database for analysis. It is recognized that there will be considerable duplications as residents and their service providers are both answering questions. However, the surveys will be analyzed independently and the results will be compared and conclusions drawn. Community Input /Public Participation The most intensive form of community input and public participation will come from the surveys - both general information from all residents and detailed needs and conditions from those on the ® taxi program list. However, public forums are also critical to the success of the study. As stated in the RFP, "the acceptance and success of the Baytown Low - income Transportation Study rests on direct involvement, support and effort of the citizens of Baytown." As a result, it will be critical for MKP Consulting to involve City staff, Community Development Advisory Council members and MKP Consulting Page 7 Baytown Low - Income Transportation Study Work Program residents in the process. Once the aggregate and survey data are collected and analyzed, the results will be provided to the City staff and will be released in a series of public meetings. Staff, Community Development Advisory Council members and residents will be encouraged to comment on the results of the data collection and surveys. Recommendations and needs will be solicited from the residents and CDAC members. Current policies, goals and objectives will be requested from staff and CDAC members. The number and location(s) of meetings will be jointly determined by City staff and MKP Consulting with broadest based participation being the goal. The meetings will be in the form of planning charettes, with the focus being the input from the audience as opposed to information provided by the consultants. Comments and recommendations from City staff, CDAC and residents will be distilled and incorporated in the implementation strategies and included as appendices in the final Low - Income Transportation Study. The draft of the final study will also be presented in a public forum with comments solicited and given consideration before the final document is produced. In addition to the public participation for the development of this study, the study itself will include a Public Participation section to provide direction to the City staff in the inclusion of residents in program implementation and on -going updates. Resource Identification and Integration In concert with the development of the needs assessment and implementation recommendations is the analysis of existing and potential resources. Through surveys and interviews with public and private service providers, the team will ascertain existing transportation programs along with existing funding for those programs in Baytown. The availability of existing CDBG funds and City general funds will also be determined. A matrix of programs and funding will be developed and compared to the needs assessment matrix. The result will be the gaps analysis matrix - need minus resources. MKP Consulting will develop a strategic funding plan to identify accessible public and private funds available to the City of Baytown and various service providers. The team will develop a list of potential funders by applicant type, program type, potential funding amount and method of access. In addition to the identification of potential funds, the team will propose ways of blending funds from multiple sources, ways of using matching and leveraging funds and ways of building multi- agency collaboratives for fund - blending and program sharing. The team will develop strategies for the City of Baytown to encourage and enhance these multi- agency collaborations at no financial impact on the CDBG or general funds. Due to the location of Baytown, the team will assess the potential of providing ways for county, Houston and /or Pasadena programs to expand into Baytown. MKP Consulting will contact Houston Galveston Area Council (HGAC) and the consulting team recently hired to produce an update to the HGAC 2025 Metropolitan Transportation Plan.. We will work with the HGAC team to make recommendations into the Baytown elements of the MTP and to MKP Consulting Page 8 Baytown Low - Income Transportation Study Work Program solicit information and recommendations from them for the Baytown Low - Income Transportation Study_ This collaboration between the two agencies and their consultants will help ensure that the Low - Income Transportation Study and the HGAC 2025 Metropolitan Transportation Plan are integrated and compatible. Final Study Elements The final Baytown Low - Income Transportation Study will include the following elements: Goals and Objectives: The team will collaborate with staff and the CDAC to develop a set of goals and objectives under the overarching mission of developing a proactive guide to the assessment, funding and implementation of transportation alternatives for low - income residents, including the elderly, disabled and other special -needs populations. Demographic and Socioeconomic Data: MKP Consulting will access and consolidate small - area and city-wide demographic and socioeconomic data pertinent to transportation issues for the low- income. The final study will include a summary of the data, a set of maps of the geographic distribution of the data and an analysis of the impact and import of the data. Needs Assessment: Using the analysis of the demographic and socioeconomic data in conjunction with the results of the resident and agency surveys, the team will develop a needs matrix outlining the type, magnitude and location of the transportation needs. The final report will quantity the needs and discuss the impact of these needs on the community. Current Transportation Resources: The final report will outline existing agencies providing transportation to low- income residents and /or sub - populations in Baytown. The agencies, their service areas and eligibility criteria will be discussed with a capacity and existing client load included for each. Additionally, funding sources and amounts for each of these providers will be discussed. Gaps Analysis: Based on the area's needs coupled with the area's existing resources, a gaps analysis matrix will be developed and included along with a discussion of the unmet needs by sub - population, sub -area and service type, Potential Resources: Using the gaps analysis and existing resources as the springboard, the team will identify and report on potential funding sources and local and regional agencies with the potential to provide new or expanded transportation services. Maintaining existing services will be addressed in conjunction with expanding services. Program Development and Implementation Plan: Concluding the study will be a strategic funding plan and strategic implementation plan, which will outline strategies for: • ensuring the production of quality and timely funding proposals; • building multi- agency collaboratives to maximize resources and service provision; and ® • developing viable projects MKP Consulting Page 9 ® The City agrees to provide the Consultant with support services during conduct of the services listed in Article II of the Professional Services Agreement. To the extent authorized by law, the readily available existing data and documentation obtained by the City that are relevant to the accomplishment of the Scope of Work specified in Article II of the Professional Services Agreement and Exhibit "A" shall be made available by the City for use by the Consultant. However, in providing such data and documentation, the City makes no warranty as to the accuracy or reliability of the same. The City shall consider and act on all documents and project work items submitted by the Consultant that require review, comments or approval by the City within a reasonable period of time so as to enable the Consultant to compete the work on schedule as provided in Article V of the Professional Services Agreement. The City agrees to provide the Consultant with support services needed to organize, schedule, notify, provide, meet, locate, conduct meetings, and prepare minutes of meetings for the Baytown Low - Income Transportation Study, including committees, workshops, public meetings and public hearings as described in Article II of the Professional Services Agreement. The Consultant will advise and coordinate with the City to accomplish these support services. r1 L Baytown Low- Income Transportation Study Budget and Costs Tasks Hours Per Hour Cost* Total Cost* Develop Survey Instruments 12 $85 $1,020 Translate Instruments into Spanish 12 $40 $480 Collect, analyze, map demographic & socioeconomic information 40 $85 $3,400 Research successes in other cities 32 $85 $2,720 Research funding opportunities /develop strategic funding plan 80 $85 $6,800 Collect and code surveys 60 $40 $2,400 Analyze surveys 32 $85 $2,720 Prepare for and conduct public meetings 24 $85 $2,040 Meet with staff and CDAC 16 $85 $1,360 Produce Plan 48 $85 $4,080 Total Cost $27,020 * Labor Costs include MKP Consulting overhead charges and profit as outlined below. All team members are contractors, therefore no benefits are paid or charged to the project. Below are the hourly rates for each participant: Peg Purser $85 + no overhead (part of hourly rate, including 20% profit, benefits, non - billable related administrative tasks, office space, equipment, mileage, long distance, courier charges) Paula Ralls $60 + $25 MKP profit & overhead (includes 20% profit, travel, long distance charges, MKP administrative tasks) Tom Portwood $60 + $25 MKP profit & overhead (includes 20% profit, long distance charges, inter -team courier charges, MKP administrative tasks) Michael Miller $20 + $20 MKP profit & overhead (includes 20% profit, mileage, MKP administrative tasks) Lucy Weldon $15 + $25 MKP profit & overhead (includes 20% profit, office space /equipment; MKP administrative tasks) No travel costs will be billed to the City of Baytown. As stated in the RFP, the City of Baytown will duplicate documents for distribution, therefore no production costs will be billed to the City of Baytown. MKP Consulting Page 15