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METRO - IG183004-Wall St Extension Metro 600 NE Grand Ave. Intergovernmental Agreement Portland,OR 97232-2736 Metro Contract No. 935397 THIS AGREEMENT is between Metro, a metropolitan service district organized under the laws of the State of Oregon and the Metro Charter, located at 600 N.E. Grand Avenue, Portland, Oregon 97232-2736, and City of Tigard, referred to herein as"the City," located at 13125 S.W. Hall Boulevard, Tigard, Oregon 97223. A. Background 1. Metro is the federally mandated metropolitan planning organization (MPO) designated by the Governor to develop an overall transportation plan for the region. The Metropolitan Transportation Improvement Program (MTIP) documents how all federal transportation money is spent in the Portland metropolitan area. It also documents state-and locally- funded projects that may significantly affect the region's air quality. As the MPO for the Portland region, Metro is required to prepare the MTIP documenting funded projects scheduled for the next four years. 2. Regional flexible funds are money from the federal government that may be used for a wide range of projects. These funds come from three federal grant programs. Surface Transportation Block Grant Program (STBG) funds may be used for projects to preserve and improve conditions and performance on public roads, pedestrian and bicycle infrastructure, and transit capital projects. Congestion Mitigation/Air Quality Program (CMAQ) funds may be used for surface transportation projects and other related efforts that contribute air quality improvements and provide congestion relief. STBG -Transportation Alternatives set aside funds may be used for programs and projects defined as transportation alternatives, including on-and off-road pedestrian and bicycle facilities, infrastructure projects for improving non-driver access to public transportation and enhanced mobility, community improvement activities and environmental mitigation. 3. TriMet and Metro have entered into an Intergovernmental Agreement to provide for the exchange between Metro and TriMet of STBG funds allocated to Metro for TriMet general funds, to fund projects identified by Metro. The purpose of the fund exchange is to improve the purchasing power of transportation funds by consolidating federal funds on fewer, larger projects that can efficiently document their compliance with federal requirements. The City has a project("the Project") to be funded by the exchanged TriMet general funds. 4. The purpose of this Agreement is to facilitate funding of the Project by providing the City with TriMet general funds in an amount that equals the STBG funds awarded to the Project, minus an administration fee. B. Effective Date and Duration The effective date of this Agreement is July 1, 2018, and will remain in effect until and including September 30, 2021 unless terminated or extended as provided in this Agreement. Costs incurred on or after July 1, 2018 and that Metro deems allowable costs for this project will be reimbursed once all parties have signed this Agreement and Metro has been presented with the appropriate invoice and documentation. C. Scope of Work The City must perform all activities specified in the attached "Exhibit A—Scope of Work,"which is incorporated into this Agreement by this reference as if set forth in full. The City, in accordance with the Scope of Work, must provide all services and materials, in a competent and professional manner. To the extent that the Scope of Work contains additional Agreement provisions or waives any provision in the body of this Agreement, the Scope of Work controls. D. Compensation The total Agreement amount is TWO MILLION THREE HUNDRED FORTY-SEVEN THOUSAND SIX HUNDRED TWENTY-TWO DOLLARS ($2,347,622.00). This amount includes (1) Metro funds to be dispersed to the City not to exceed ONE MILLION SEVEN HUNDRED THIRTY-THOUSAND FIVE HUNDRED SIXTEEN DOLLARS ($1,730,516.00); Revised March 2018 1 of 41 OMA/MB i _ Metro 600 NE Grand Ave. Intergovernmental Agreement Portland,OR 97232-2736 Metro Contract No. 935397 and (2) the City's non federal local match of SIX HUNDRED SEVENTEEN THOUSAND ONE HUNDRED SIX DOLLARS ($617,106.00). Metro will reimburse the City only for work completed on the Project after the effective date of the Agreement. The Agreement amount is the total of the SBTG funds awarded to the Project, exchanged for TriMet general funds and minus a 2% administrative fee. Pursuant to the agreement between Metro and TriMet, Metro may charge a fee of 2% of the total project cost to administer the TriMet general funds for RFFA projects. Metro may use TriMet general funds, or interest on those funds, as reimbursement for administrative costs. E. Payment Metro will reimburse the City as set forth in the Scope of Work. F. Excess Funds The intent of the language of Metro Resolution No. 16-4756, conditions of approval, apply to the exchange funds that are the subject of this Agreement. The City's project was awarded funding as a JPACT-recommended project for the 2019-21 Regional Flexible Fund Allocation ("RFFA"). Through an agreement between Metro and TriMet the flexible funds are exchanged for TriMet general funds. If the Project is determined to be infeasible or if the City completes the Project without expending all of the funds that were awarded and exchanged with TriMet funds, any remaining exchange funds for the Project shall be considered to be excess flexible funds. These excess funds will revert to the regional pool for the next flexible fund allocation (2022-24), to be distributed among the region, per MTIP/RFFA policy. Or, the Project sponsor/local jurisdiction receiving the exchange funds may request that JPACT reallocate the funds per the MTIP amendment process. G. Funding Recognition The City must recognize Metro in any publications, media presentations, or other presentations referencing the Project produced by or at the direction of the City, including, without limitation, any on-site signage. H. Records Maintenance—Access 1. The City must maintain all fiscal records relating to this Agreement in accordance with generally accepted accounting principles("GAAP")_In addition, the City must-maintain any other records pertinent to this_Agreement in such_a manner as to clearly document the City's performance. 2. The City acknowledges and agrees that Metro and/or their duly authorized representatives will have access to such fiscal records and other books, documents, timesheets, papers, plans and writings of the City that are pertinent to this Agreement to perform examinations and audits and make excerpts and transcripts. 3. The City must retain and keep accessible all such fiscal records, books, documents, timesheets, papers, plans, and writings for a minimum of six(6) years, or such longer period as may be required by applicable law, following final payment and termination of this Agreement, or until the conclusion of any audit, controversy or litigation arising out of or related to this Agreement, whichever date is later. I. Indemnity The City is an independent contractor and assumes full responsibility for the performance of the Scope of Work and the content of its work and performance. To the extent permitted by Oregon law and subject to the limitations of the Oregon Tort Claims Act and the Oregon Constitution, the City agrees to indemnify and defend Metro and hold Metro, its agents, employees and elected officials harmless from any and all claims, demands, damages, actions, losses, and expenses, including attorney's fees at trial and on appeal, arising out of or in any way connected with its performance of this Agreement. Revised March 2018 2 of 41 OMA/MB Metro 600 NE Grand Ave. Intergovernmental Agreement Portland,OR 97232-2736 Metro Contract No. 935397 J. Termination for Cause 1. Subject to the notice provisions set forth in Section 2 below, Metro may terminate this Agreement, in full or in part, at any time during the term of the Agreement if Metro reasonably determines that the City has failed to comply with any provision of this Agreement and is therefore in default. 2. Before terminating this Agreement in accordance with Section 1 above, Metro will provide the City with written notice that describes the reason(s) that Metro has concluded that the City is in default and includes a description of the steps that the City must take to cure the default. From the date that such notice of default is received by the City, the City will have 30 days to cure the default. If the default is of such a nature that it cannot reasonably be cured within 30 days, the City will have such additional time as required to cure the default, as long as it is acting in a reasonable manner and in good faith to cure the default. In the event the City does not cure the default within the 30-day period, Metro may terminate all or any part of this Agreement, effective on any date that Metro chooses following the 30-day period. Metro will notify the City in writing of the effective date of the termination. 3. The City will be liable to Metro for all reasonable costs and damages incurred by Metro as a result of and in documentation of the default. Following such termination, should Metro later determine or a court find that the City was not in default or that the default was excusable (e.g., due to a labor strike, fire, flood, or other event that was not the fault of, or was beyond the control of, the City) this Agreement will be reinstated or the parties may agree to treat the termination as a joint termination for convenience whereby the rights of the City will be as set forth below in Section K. K. Joint Termination for Convenience Metro and the City may jointly terminate all or part of this Agreement based upon a determination that such action is in the public interest. Termination under this provision will be effective only upon the mutual, written termination agreement signed by both Metro and the City. L. Insurance 1. The City must purchase and maintain at the City's expense, the following types of insurance, covering the City, its employees, and agents: a) The most recently approved ISO (Insurance Services Office) Commercial General Liability policy, or its equivalent, written on an occurrence basis, with limits not less than $1,000,000.00 per occurrence and $1,000,000.00 aggregate. The policy will include coverage for bodily injury, property damage, personal injury, contractual liability, premises and products/completed operations. The City's coverage will be primary as respects Metro. b) Automobile insurance with coverage for bodily injury and property damage and with limits not less than minimum of$1,000,000.00 per occurrence. c) Workers' Compensation insurance meeting Oregon statutory requirements including Employer's Liability with limits not less than $500,000.00 per accident or disease. 2. Metro, its elected officials, departments, employees, and agents must be named as ADDITIONAL INSUREDS on Commercial General Liability and Automobile policies. 3. The City must provide to Metro thirty (30) days' written notice of any material change or policy cancellation. Revised March 2018 3 of 41 OMA/MB L14 Metro 600 NE Grand Ave. Intergovernmental Agreement Portland,OR 97232-2736 Metro Contract No. 935397 4. The City must provide Metro with a Certificate of Insurance complying with this article upon return of the City's signed Agreement to Metro. The Certificate of Insurance must identify the Metro Contract No. 935397. M. Right to Withhold Payments and Retainage Metro will have the right to withhold from payments due to the City such sums as necessary, in Metro's sole opinion, to protect Metro against any loss, damage or claim which may result from the City's performance or failure to perform under this Agreement or the failure of the City to make proper payment to any suppliers or subcontractors. Additionally, to ensure project completion and delivery Metro will withhold 15% of the Project funds provided by Metro. Metro will release the retained funds to the City upon substantial completion of the Project as described in the Scope of Work. N. State and Local Law Compliance 1. The City must comply with the public contracting provisions of ORS chapters 279A, 2798 and 279C and the recycling provisions of ORS 27913.025 to the extent those provisions apply to this Agreement. All such provisions required to be included in this Agreement are incorporated herein by reference. The City must comply with all applicable requirements of state civil rights and rehabilitation statutes, rules and regulations. 2. The City must comply with state and local laws, statutes, and ordinances relative to, but is not limited to, non- discrimination, safety and health, environmental protection, waste reduction and recycling, fire protection, permits, fees and similar subjects. O. Discrimination Prohibited No recipient or proposed recipient of any services or other assistance under the provisions of this Agreement or any program related to this Agreement may be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity funded in whole or in part with the funds made available through this Agreement on the grounds of race, color, or national origin, 42 U.S.C. §2000d (Title VI), or on the grounds of religion, sex, ancestry, age, or disability as that term is defined in the Americans with Disabilities Act. For purposes of this section, "program or activity" is defined as any function conducted by an identifiable administrative unit of the City receiving funds pursuant to this Agreement. P. Project Information The City must share all major project information and fully cooperate with Metro, informing Metro of all key aspects of the Project including actual or potential problems or defects. Metro and the City will determine the aspects of the Project that trigger this information sharing requirement. The City must abstain from releasing any information or project news without the prior and specific written approval of Metro. Q. Independent Contractor Status 1. The City is an independent Contractor for all purposes and is entitled only to the compensation provided for in this Agreement. Under no circumstances will the City be considered an employee of Metro. 2. The City must provide all tools or equipment necessary to carry out this Agreement, and will exercise complete control in achieving the results specified in the Scope of Work. 3. The City is solely responsible for its performance under this Agreement and the quality of its work; for obtaining and maintaining all licenses and certifications necessary to carry out this Agreement; for payment of any fees, taxes, Revised March 2018 4 of 41 OMA/MB Metro 600 NE Grand Ave. Intergovernmental Agreement Portland,OR 97232-2736 Metro Contract No. 935397 royalties, or other expenses necessary to complete the work except as otherwise specified in the Scope of Work; and for meeting all other requirements of law in carrying out this Agreement. 4. The City must identify and certify tax status and identification number through execution of IRS form W-9 prior to submitting any request for payment to Metro. R. Notice and Parties Representatives The parties must address any notices permitted or required by this Agreement to the other party's representative(s) as set forth below and will be deemed received (a) on the date they are personally delivered, (b) on the date they are sent via facsimile, or (c) on the third day after they are deposited in the United States mail, postage fully prepaid, by certified mail return receipt requested. Either party may change its representative(s) and the contact information for its representative(s) by providing written notice to the other party. City's Designated Representative: Andrew Newbury Sr. Project Engineer 13125 S.W. Hall Boulevard Tigard, OR 97223 Email: and rewn(o)tigard-or.gov Metro's Designated Representative: Grace Cho Associate Transportation Planner Metro 600 N.E. Grand Avenue Portland, OR 97232-2736 Grace.cho(ooregonmetro.gov with copy to; Metro Attorney Metro 600 N.E. Grand Avenue Portland, OR 97232-2736 S. Assignment The City may not assign or transfer this Agreement without written permission from Metro. T. Choice of Law The situs of this Agreement is Portland, Oregon. Any litigation over this Agreement will be governed by the laws of the State of Oregon and will be conducted in the Circuit Court of the State of Oregon for Multnomah County, or, if jurisdiction is proper, in the U.S. District Court for the District of Oregon. U. No Waiver of Claims The failure to enforce any provision of this Agreement does not constitute a waiver by Metro of that or any other provision. Revised March 2018 5 of 41 OMA/MB ® Metro 600 NE Grand Ave. Intergovernmental Agreement Pordland,OR97232-2736 Metro Contract No. 935397 I V. Modification Notwithstanding and succeeding any and all prior agreements or practices, this Agreement constitutes the entire agreement between the parties, and may only be expressly modified in writing,signed by both parties. W. Severability If any clause, sentence or any other portion of the terms and conditions of this Agreement becomes illegal, null or void for any reason, the remaining portions will remain in full force and effect to the fullest extent permitted by law. X. No Special or Consequential Damages The City expressly waives any claims against Metro regarding the Scope of Work under this Agreement. Metro's liability under this Agreement will be limited to payment of the Funds, to the extent that the City has fully and completely complied with all terms and conditions of this Agreement. In no event will Metro be liable for and the City specifically releases Metro from any liability for special, punitive, exemplary, consequential, incidental or indirect losses or damages(in tort, contract or otherwise) under or in respect of this Agreement or for any failure of performance related to the Scope of Work or this Agreement, however caused, whether or not arising from Metro's sole,joint or concurrent negligence. THE CITY, BY EXECUTION OF THIS AGREEMENT TO AGREE, HEREBY ACKNOWLEDGES THAT THE CITY HAS READ THIS AGREEMENT TO AGREE, UNDERSTANDS IT,AND AGREES TO BE BOUND BY ITS TERMS AND CONDITIONS. City of Tigard ,Metro BY: 8. �-f_�' Printed: '" ,am, L, rn� Printed:Martha Bennett Title: �4t-L MQvia(1 Title: Chief Op—eratina Officer- Date: I / 3 I ZO t Date: Revised March 2018 6 of 41 OMA/MB - - M M et ro 600 NE Grand Ave. Exhibit A — Scope of Work Portland,OR 97232-2736 Metro Contract No.935397 Project Title: SW Wall St Extension to SW Tech Center Drive (Hunziker) MTIP ID: 70888 This project will connect Tigard's Tech Center Drive to the end of the S.W. Wall Street Phase 1 improvements with more than 3,500 feet of new 36 foot width paved public road. The road will include curb and gutter, 5 foot sidewalks on one side with storm water planters for water quality treatment and a retaining wall constructed on the other side that runs parallel to a heavy rail line and switching yard. The road will include all underground utilities (water, sewer, storm, franchise) to support future and existing development. The work will also include a new traffic signal at the intersection of S.W. Tech Center Drive and S.W. 72nd Avenue. 1. Estimated budget at time of award: Total Cost of Project $ 2,347,622 Metro Award $ 1,730,516 City Match $617,106 2. Budget by phase: Preliminary Engineering $272,491 Right-of-Way $ 167,700 Construction $ 1,907,434 Preliminary Engineering Metro Award: $244,506 Right-of-Way Metro Award: $ 0 Construction Metro Award: $ 1,486,010 3. Preliminary Project Schedule: Preliminary Engineering - March 2019–January 2020 —Bidding=- - February---April 2020 Construction - July 2020–June 2021 4. Project Location: Tigard, Oregon, Tech Center Drive connection to Wall Street/Hunziker Road as alternative route to Hunziker Road/72nd Avenue and Highway 217 intersections. 5. Project Deliverables: Phase 1: Pre-construction activities including design, permits, construction documents and contractor selection: • The City will submit 30% (already completed), 60%, 90% and final design documents to Metro staff for review and notify Metro when permits are acquired. o The City will submit an updated cost estimate with each plan set. o The City will submit an updated timeline based on final design documents. • The design of the Project must be generally consistent with ODOT design standards. Revised March 2018 7 of 41 OMA/MB SMetro 600 NE Grand Ave. Exhibit A — Scope of Work Portland,OR 97232-2736 Metro Contract No. 935397 Phase 2: Right-of-way easements and acquisition completed. • The City will submit the final adopted survey filed with assessment OR document of legal conveyance of easement. • The City must substantially comply with the Federal Acquisition Guidelines. • Metro will provide guidance and direction for the Right-of-Way phase as it pertains to temporary construction easements and permanent right-of-way, by request. Phase 3: Construction: • Metro and the City will negotiate Construction phase deliverables after completion of the preliminary engineering phase. . • The City will submit construction deliverables on a quarterly basis unless Metro agrees in writing to a different time frame. • The City must document expenses incurred for reimbursement by Metro as well as expenses for match. • The City must ensure that each construction deliverable includes: Percent(%) complete by bid item from the final design cost estimation and cost tracking sheet. 6. Publicity: If the City places signage at the Project's location during the construction phase, the City should acknowledge Metro as a sponsor. As a courtesy, the City will inform and invite Metro to any public opening ceremony and/or event. The City must recognize Metro in any publications, media presentations, or other presentations referencing the Project. 7. Reporting Requirements: a) Quarterly Progress Reports: In addition to the Project Deliverables set forth above, once work has begun, the City must pgr provide to Metro aproess report, documenting the status of the Project. For the pre-construction and right of way phases, the City must submit the progress report to Metro quarterly and when Project Deliverables are met. For the construction phase the City must submit the progress report with the quarterly request for reimbursement. b) The City must include the following details in all progress reports: i. An account of the work accomplished to date. Ji. A statement regarding the City's progress on the Project. iii. The percentage of the Project completed. iv. A statement as to whether the Project is on schedule or behind schedule. v. A description of any unanticipated events, and data regarding success indicators. c) The City must submit all progress reports in a memorandum format with the title of"Progress Report: SW Wall St Extension to SW Tech Center Drive (Hunziker)" or in another Metro approved and documented reporting method. d) Final Report: The City must submit a final report and final reimbursement request within sixty (60) days of the earlier of(a) the Project completion date or(b) the expiration date of the Intergovernmental Agreement. The final report must include: i. Full and final accounting of all expenditures. ii. The value and source of all matching funds. Revised March 2018 8 of 41 OMA/MB _ �tro 600 NE Grand Ave. Exhibit A — Scope of Work Portland,OR 97232-2736 Metro Contract No. 935397 iii. A description of work accomplished. iv. Volunteer hours and participation (if applicable). v. Project photos (including a photo of the signage acknowledging Metro during construction), if used. vi. Data on success indicators. e) The final report submitted by the City must be in the Final Report Form provided by Metro unless Metro approves in writing another reporting method. 8. Reimbursement- Limitations: a) Payments may not exceed the amount budgeted per phase identified in the Scope of Work. i. In the event a phase does not expend its entire budget, funds may be carried over to the next phase. ii. In the event of cost overrun, no additional funding will be granted. b) Before the first reimbursement request, the City must provide a written explanation on the strategy to be deployed to address the possibility of cost overruns on the Project. c) The City should expend awarded amount of funding according to the timeline and schedule determined through the preliminary engineering phase. If awarded amount of funding is not expended according to schedule, then a change management request must be made to Metro. Otherwise, if timely expenditure is not made, Metro may terminate the Agreement. d) Pre-Construction: i. Pro-rated amount by design deliverable (i.e., 30%, 60%, 90%, Final) based on agreed upon budget for the preliminary engineering phase. e) Right-of-Way: i. Reimbursements limited to cost-basis (e.g., professional services, property acquisition, and recording). f) Construction: i. Deliverables to be negotiated for the construction phase after the completion of preliminary engineer and final design, with cost estimates. ii. Reimbursement amount based on percent(%) completed of construction activities based on deliverable or by every quarter. a. Percent complete of construction activity to be itemized and shown through the bid sheet. iii. During the construction phase, reimbursement billing may shift to a quarterly schedule. g) Retainage: Metro will reserve as retainage an amount equal to 15% of the total funds Metro has committed to the Project. Metro will reimburse the City in full for Project expenditures until Metro has released 85% of the funds, and will reserve the remaining 15% as retainage. The retainage will not be disbursed to the City until the Project is fully completed and approved by Metro. Following completion of the Project and approval by Metro, Metro will deliver to the City the entire retainage as part of the final reimbursement payment. For the purposes of this section, completion of the Project means that(1) the City has issued a notice of substantial completion to all construction contractors; and (2) Metro has verified in writing to the City that the Project is substantially complete. Revised March 2018 9 of 41 OMA/MB Metro 600 NE Grand Ave. ExhibExhibit A _ Scope of Work Portland,OR 97232-2736 it�✓ lJ Metro Contract No. 935397 9. Change Management: a) Metro will shift funds that the City did not use in earlier stages of the Project to later phases of ' the Project(e.g., funds savings from pre-construction moved to construction) without a change request. The City may not advance or move funds budgeted for later phases of the _ Project to an earlier phase. = b) The City must make a request for the following changes to the Project: i. A revision to the Project scope of work and/or timeline. ii. Addition of local funds to the Project. -- c) Change requests to reduce the scope of the Project will not change local match commitment on the Project. d) The City must submit change requests to Metro in writing. 10. Reimbursement—Invoicing: a) The total Agreement amount is TWO MILLION THREE HUNDRED FORTY-SEVEN THOUSAND SIX HUNDRED TWENTY TWO AND NO1100th's DOLLARS ($2,347,622.00). This amount includes (1) Metro funds to be dispersed to The City not to exceed ONE MILLION SEVEN HUNDRED THIRTY THOUSAND FIVE HUNDRED SIXTEEN AND NO/100t"$DOLLARS ($1,730,516.00); (2) The City's local match of SIX HUNDRED SEVENTEEN THOUSAND ONE HUNDRED SIX AND NO/100t"s DOLLARS ($617,106.00). b) The City is solely responsible for paying the City's subcontractors and nothing contained herein will create or be construed to create any contractual relationship between any contractor or subcontractor and Metro. c) All invoice payments are conditional upon Metro's Project Manager's approval of the Progress Reports. For phases 1 and 2, the City must present progress reports to Metro's Project Manager on a quarterly basis and when Project Deliverables are met. For phase 3, the City must include reimbursement requests with its quarterly progress report. d)-The-City's-invoices-must-display-one-hundred-percent-(100%)-of-the-total-project-costs incurred during the period of the invoice, and identify any required matching amounts. Documentation includes without limitation copies of receipts for expenditures, timesheets, or system-generated accounting reports documenting the actual expense. Metro must receive and accept the documentation before Metro makes payment. e) The City must include in the invoice: • Metro Contract No.935397 • City name • Remittance address • Invoice date • Invoice number • Invoice amount • Local Match amount • Itemized statement of work performed and expenses incurred during the invoice period • Required to be submitted quarterly Revised March 2018 10 of 41 OMA/MB Metro 600 NE Grand Ave. Exhibit p H — Scope Or Work Portland,OR 97232-2736 R T Metro Contract No. 935397 f) The City must send the invoice to.- Metro o:Metro Grace Cho— Project Manager 600 N.E. Grand Avenue Portland, Oregon 97232-2736 Or: grace.cho@oregonmetro.gov g) The City must reference the Metro Contract No. 935397 in the email subject line. h) Pursuant to Metro's fiscal year end, the City's invoices for services through June 30 of each year of the contract period must be submitted to Metro no later than July 15. Metro will make payment on a Net(thirty) 30 day basis upon approval of The City's invoice and quarterly progress report. 11. Success Indicators: The City agrees to monitor the Project for three(3) consecutive years following the completion of the Project and the City agrees to report the following information to Metro upon completion of the Project: a) Tracking increases in freight travel along the newly connected road. b) Measuring private sector financial investment measure in dollars and property value, square footage of new production/manufacturing space, and increases in employment at firms located adjacent to new road construction. Revised March 2018 11 of 41 OMA/MB i Metro 600 NE Grand Ave. Exhibit A — Scope of Work Portland,OR 97232-2736 Metro Contract No. 935397 ATTACHMENT 1 FUND APPLICATION (to follow) Revised March 2018 12 of 41 OMA/MB ___C�_ Metro Regional Freight Investments Projects Name of Project Hunziker Industrial Core Connective Infrastructure Project application The project application provides in depth process, location and project definition details and serves as the nomination form for project funding consideration. Project applications should be kept to 12 pages total per project.The application form is available electronically at: http://www.oregonmetro.gov/rffa. Please complete the following: Project Definition Project Description • Facility or area:street(s),intersection(s),or area.Tech Center Drive connection to Wall Street/Hunziker Road as alternative route to Hunziker Rd/72nd Ave&Hwy 2-17 intersections. • Beginning facility or milepost(west or north end). Hunziker Road(west) • Ending facility or milepost(east or south end).Tech Center Drive(east) • Provide a brief description of the project elements. With this investment,Tigard's Tech Center Drive, (home to firms like Seagate/Lacie, Port Plastics, Solutions Yes and others) will connect to SW Wall Street(home to firms like Agilyx,Charter Mechanical and others) as well as a new Trammell Crow commercial development with more than 3,500 linearfeet of new public road. Primary project components include a 36' paved width road and a short retaining wall parallel to a%mile heavy rail line and switching yard. Within the new road alignment,an 8"sewer, 12"waterline and an 18"storm line will serve business in the area.This complete street serves as an alternative freight route to the overburdened Hunziker Rd/72"d Ave and Hwy 217 intersection. • City(ies).City of Tigard • County(ies).Washington County Base project information • Corresponding RTP project number(s)for the nominated project.This project is related to the following RTP projects: 10599, 10751, 11223,and 10755. • Attach a completed Public Engagement and Non-discrimination checklist(Appendix A). a. Attached to email. 2019-21 RFFA Regional Freight Investments application Page I 1 Purpose and need statement(The purpose and need statement should address the criteria as they apply to the project,for example:decrease delay for freight vehicles in accessing the X industrial area from Interstate 205 to accommodate expected growth in the consolidation and distribution of A, B,C commodity sectors.Project will have co-benefit of reducing transit delay on the ZZ Frequent Bus line from the Y area that has significant populations of persons with low-income). This project completes a road connection for freight and commercial vehicles to route around the overloaded Hunziker Road/72"d Avenue and HWY 217 intersections in Tigard.This is the main surface road connection to Hwy-217 and 1-5 for the Tigard Triangle to the north and Oregon Business Park to the south. The Hunziker Industrial Core and 72nd Avenue Industrial Corridor are home to more than 300 freight depended manufacturers,warehousing,and distribution facilities and commercial businesses serving regional and national clients. This investment also supports new development by unlocking access to more than 40 undeveloped acres of industrial/commercial property in the Hunziker Industrial Core. Use of this undeveloped industrial area reduces pressure on the urban growth boundary,ensuring existing, but currently empty, industrial sites in can be used for industrial activities without the current limits imposed by an incomplete and undersized road network. Developer Trammell Crow is proposing a 2017 development of about 225,000 SF in multi- tenant commercial facilities in this investment area.Completed road connections will provide access for at least two new tenants employing at least 150 people from around the region (based upon forecasts)and an adjacent 20 acre site which is required to support more than 280 employees. This development brings jobs to a part of the region where per capita income is less HON Developer Trammell Crow is 0M 1111 proposing a 2017 development of than 80%of the national average ""°""""` +/-225,000 SF in multi-tenant according to US Census ACS data. ,o,Row - commercial facilities. Within the regional labor pool of more than 1 million residents,just over 8,000 people are employed by a manufacturing Adjacent site to support 280 or supply-chain firm in Tigard.This low jobs. F level of employment is due to a lack of accessible industrial property.The Hunziker Industrial Core is%of a mile from � •t RG,L" i HWY 217 and 1-5 access and immediately ,,. accessible by heavy rail,well suited to ° $1.7M gap on$6.3M project. manufacturing and distribution. With improved access to these sites,Tigard can 5:'po* e� x t•�.11 H L.L'IE more realistically achieve its regional share of employment and improve operations for an overburdened pinch point in the freight system. 300 Iso " 300 2019-21 RFFA Regional Freight Investments application Page 2 • Description of post implementation measurement of project effectiveness(Metro staff is available to help design measurement methodologies for post-construction project criteria performance). Implementation measures include tracking of increases in freight travel along the newly connected road segments compared to the overloaded Hunziker Road/72"d Avenue and HWY 217 intersections, and decreased congestion at the same intersection. Secondarily measures include private sector financial investment measured in dollars and property value,square footage of new production/manufacturing space, and increases in employment at firms located adjacent to new road connection. Project Cost and Funding Request Summary • Attach a completed Cost Methodology worksheet.Describe how the project cost estimate was determined,including details on project readiness and ability for project funding to be obligated within the 2019-21 timeframe. Reference availability of local match funds,status of project development relative to the requirements of federal-aid projects,and indicators of political and community support. In 2015,the City of Tigard hired MSA to develop 30%plans and costs for the Hunziker Infrastructure Project.Overall the project is anticipated to cost more than$7 million.Work on the first segment (a$4.61VI project) is planned to begin in January 2017. RFFA funding of$1.8 million can help complete the missing segment of the project(a$2.3M expense in 2019 dollars) making a full freight connection.This work can begin concurrently in preparation for the 2019 construction season.A State of Oregon appropriation for $1.5 million will serve as match to cover right-of-way acquisition and some construction costs for this project. Project costs sited below are derived from the City of Tigard's 30% Design estimates. Project Phasing/Budget Breakdown • Total project cost (Include and describe any cost elements beyond those funded by the request+match): The components of the project for which the City has secured funding unlocks industrial sites in the Hunziker Industrial Core—characterized as "Access Segment Costs" below. RFFA funds and local match of 18%will be used to build the Connecting Segment. Costs Access Segment Costs Estimate @ 30%Design $4,698,900 (RFFA ReqMatch) Connecting Segment Cost Estimate @ 30%Design 2 331 654 uest+ Hunziker Infrastructure Project Cost Total $7,030,554 Sources of Funding RFFA Request for Connecting Segment $1,851,740 Project cost covered by city,state, private and other sources $5,178,814 Hunziker Infrastructure Project Funding Total $7,030,554 RFFA Match Freight Connection Segment • RFFA funding request by project phase: (P.E.,Environmental,Construction) RFFA funding for P.E.and Construction of Connecting Segment $1,851,740 • Local match or other funds(minimum match=10.27%of funds requested+match): City Match for Connecting Segment Phase (Non Match 2017 ROW Expense) $150,000 (Local Match) P.E. &Construction $330,000 (18%match to RFFA funds) 2019-21 RFFA Regional Freight Investments application Page 3 Map of project area • Provide a map of the project consistent with instructions in Appendix B. GIS shape files are attached to email.A map exhibit is included for reference as page 12 of this document. Project sponsor agency Contact information (phone#&email)for: • Application lead staff Lloyd Purdy, Economic Development Manager 503.718.2442 • Project Manager(or assigning manager) Lloyd Purdy,503.718.2442 • Project Engineer(or assigning manager)Andy Newbury,503-718-2472 • Describe the agency's record in delivering federal aid transportation projects on time and budget or whether the lead agency has failed to deliver a federal aid transportation project and if so, why. In 2014 the City of Tigard completed a$2.5 million federally funded street upgrade in downtown Tigard known as Main Street/Green Street project.There were no budget or delivery issues with this project. Tigard is currently delivering on the 2013 RFFA funded Fanno Creek Trail gap project.A City of Tigard proposal to the US Department of Commerce EDA is currently under review,announcement expected by September 30,2016. • Describe how the agency currently has the technical,administrative and budget capacity to deliver the project,with an emphasis on accounting for the process and requirements of federal aid transportation projects. Tigard employs a financial analyst in the engineering department who administers all active project grants for the department and has experience with Federal grants.Tigard employs 6 licensed engineers, a transportation planner and 2 engineering project coordinators to oversee all project tasks and processes to ensure the project is successfully managed and constructed. Partial funding for the project has been secured.The project is also on the city's Capital Improvement Plan. Highest priority criteria 1. What additional sources of funding,and the amounts,will be leveraged by an investment of regional flexible funds in the proposed project? This project makes a full road connection building upon in initial investment of more than$4.6 million in road infrastructure initiated by the City of Tigard in 2015 and scheduled to finish in 2018. RFFA funding of $1.8 million will enable the City of Tigard to complete a freight route with a new road connection between Hunziker Road and 72"d Avenue via Tech Center Drive—bypassing the overloaded Hunziker Rd./72nd Ave and Hwy-217 intersections at the Hwy 217 ramp. A$1.5 million State of Oregon appropriation to the City of Tigard from the state's Capital Construction Fund will be used as match. Local funding and match will be used for preliminary architecture and engineering (30%design complete), right of way acquisition (in progress),final design and a portion of construction costs. 2019-21 RFFA Regional Freight Investments application Page 14 2. Describe the freight vehicle delay problem and how the proposed project will reduce this problem. Congestion delays occur throughout the business day,affecting freight haulers'schedules. An alternative route bypassing the overburdened Hunziker Road/72"d Avenue intersection and 217 access point at the southern tip of the Tigard Triangle alleviates congestion that occurs on this arterial freight route at a key access point to Highway 217 (part of the Statewide Highway and Oregon Freight Routes). If left unaddressed,congestion in this area will cause backups onto the mainline of 217 in the near future.As of the a 2009 traffic engineering analysis,the Hunziker/72nd and Hwy 217 area intersection was at 99.9%capacity for traffic volume. More than 24,000 vehicles per day enter or exit Hwy 217 via this confluence of roads.The daily volume of traffic across the adjacent Hwy 217 overpass is over 20,000 vehicles per day. Freight vehicles are hindered by the many curves and corners,tight spaces,confusing configuration of intersections and signals and poor traffic flow in this " intersection/interchange area.A new road l connection allows freight to avoid this bottle neck.This interchange is at 99.9% i; �i capacity as of 2009. ,i HUNZIKER CORE 14"" e-r i MEW OVERALL 80%LAYOUT : EXHIBIT 0-1 -8/22/18 r"'p ua� Hundreds of firms in the Hunziker Industrial Core and Tigard's 72nd Avenue Industrial Corridor truck in raw materials and truck out significant amounts of finished products daily. Examples include Fought Steel,which creates the steel beams used in project ranging from the Park Avenue Tower in downtown Portland to bridges spanning the Deschutes River;Curtis Wright/Williams Controls producing control devices for heavy equipment manufacturers like CAT;Medline,which distributes medical equipment to clients around the region.Tigard is home to a surprising number of traded-sector firms that require efficient freight routes. 2019-21 RFFA Regional Freight Investments application Page 15 New industrial development in the Hunziker Industrial Core and commercial development in the Tigard Triangle will continue to exacerbate this issue.A new road connection will provide an alternative freight route south of this intersection/highway access point and reduces these challenges. 3. How will the proposed project increase freight access to industrial lands,employment centers and local businesses,and/or rail facilities for regional shippers? RFFA funding will help complete a road connection by turning a dead end street into a fully functioning freight route for firms in the Hunziker Industrial Core and the 72nd Street Industrial Corridor as far south as Oregon Business Park. More than 346 firms in manufacturing,trades and commercial services in the immediate area(Tigard Triangle, Hunziker Industrial Core,and 72nd Avenue corridor) rely upon the overloaded Hunziker Road/72nd Ave and Hwy 217 intersections.This number will increase over the next two years as currently inaccessible sites in the Hunziker Industrial Core are unlocked due to the first phase of infrastructure investment. RFFA funding will be needed to complete a road connection that reduces traffic congestion and improves safety at a challenging intersection. Photo shows 138 acres of the Hunziker Industrial Core.Forty acrs on lower left corner of photo are unlocked for development with the first part of this project(`Access Segment"from budget). Tigard's Hunziker Industrial Core includes more than 138 acres of industrial and commercial zoned property located%of a mile from Hwy 217 and 1-5 access. In this area,96 acres are developed but underutilized. More than 40 acres are undeveloped and limited in industrial and manufacturing potential due to lack of access and road infrastructure.The first phase of this project will unlock these undeveloped sites providing limited access. RFFA funding can help make the complete connection on a freight route that avoids a pinch point in the overall freight transportation system. The 2014 regional survey of viable industrial properties excluded industrial land in the Hunziker Core due to lack of access. Inner ring suburbs like Tigard,with an existing supply of industrial lands, need to support infill development that puts vacant and underutilized industrial sites into productive use.Surrounded on all sides by existing development, industrial sites within Tigard will need to support more activity if the city is expected to meet its responsibility as a regional employer over the next 15 years. The project increases 2019-21 RFFA Regional Freight Investments application Page 16 access to industrial property and employment centers and,with RFFA funding, provides a new alternative route for users west and south of the overburdened Hunziker Road/72"d Ave and Hwy-217 intersection. In 2014,with grant support from the DLCD,the City of Tigard retained consulting firm ECONorthwest to develop a public infrastructure finance strategy for the Hunziker Industrial Core.This study explored infrastructure alternatives,costs and benchmarks for infrastructure development. A Hunziker Road to 72nd Ave. connection via Tech Center Drive unlocks immediate access to more than 40 acres of land zoned for commercial and industrial uses. National developer Trammell Crow has expressed interest in developing 19 of these acres along this road alignment,which is expected to support 150 new employees.The adjacent parcel is required to support an additional 280 jobs. 4. How will the proposed project help support economic sectors that are low-carbon and resource efficient?How will the proposed project offer economic opportunities for Environmental Justice or underserved communities? Low Carbon Impact This project supports local firms that serve regional clients,which results in less carbon expenditures. New connections that route traffic around an overburdened intersection reduce freight delay and engine idling. The Hunziker Industrial Core and 72nd Avenue Industrial Corridor originally developed as a warehousing district for firms sourcing to regional accounts.These industrial areas still serves that purpose. Sourcing goods and services from regional suppliers as a preference to out of area suppliers reduces carbon impacts.One firm in this area (Huttig) breaks bulk from a weekly rail shipment—further reducing carbon costs due to rail freight service in the Hunziker Industrial Core.A second Hunziker Industrial Core firm (Agilyx) is pioneering ways to convert plastics back into oil. Environmental Justice This project provides freight connectivity that supports development estimated to provide at least 150 jobs in-the first-phase and-280 jobs in the-second phase-in-an area where-per capita-income-is 80 percent below national average.The map to the right shows low to moderate income(LMI) households near this investment area of the Hunziker Industrial Core,Tigard Triangle and 72nd Ave Industrial Corridor. " Environmental Justice:Ethnic Diversity Analysis-City of Tigard Race% LMI Areas Tigard Oregon White 58.0 79.6 83.6 Black or African American 2.4 1.8 1.8 American Indian or Alaska Native 0.8 0.7 1.4 Asian 3.1 7.2 3.7 Native Hawaiian or Pacific Islander 2.1 0.9 0.3 .. Hispanic or Latino(of any race) 22.8 12.7 11.7 »»" »• » r YYtt Hlll Development in the Hunziker Industrial Core is also eligible for the - City of Tigard's Enterprise Zone program that offers tax abatement to firms when they increase their 2019-21 RFFA Regional Freight Investments application Page 7 workforce by at least 10 percent. This program creates a relationship between a local employer and the local WorkSource office(Oregon Employment Department)and the local WIB, ensuring an employment pipeline for participating firms.According to Oregon WorkSource there are currently 909 residents actively receiving services from WorkSource Partnership programs and 853 firms in Tigard receiving services. Through Tigard's Economic Development program and Enterprise Zone we create a connection between these employers and employment resources.This work will continue as new firms locate in the Hunziker Industrial Core. Tigard's Economic Development team is also working on a Career and Technical Education (CTE)collaboration with Tigard Tualatin School District focused on pairing disadvantaged high-school students with manufacturing career opportunities. New firms locating into the Hunziker Industrial Core will be invited to participate as hosts. Higher priority criteria 5. How will the proposed project improve safety?Describe how conflicts between freight vehicles and active transportation or other modes will be removed or mitigated. The Highway 217 access ramp off of 72nd Street and the Hunziker Road/72nd Ave. intersection pose a safety problem.The lack of sidewalks and bike lanes makes non vehicle users such as pedestrians, bicyclists and people waiting for buses, more vulnerable to getting hit by vehicles.State crash data from 2007-10 shows 64 recorded crashes in this interchange area (not counting crashes on the mainline of 217). Twenty two of these were injury crashes. New bike and pedestrian infrastructure as part of a new road connection will provide a shorter travel distance for commuters circumventing the Hunziker/72nd/Hwy-217 intersections. Table 3 Intersection Crash Rate Assessment OR 99WJSouthbound OR 217 Ramps 36 0.61 0.52 0.45no Highway OR 99W/SW Hall Boulevard 47 0.60 0.52 0S4 Yes SW Hall Boulevard/SW Huntlker Street 3 0.69 0.45 0.09 no SW Hall Boulevard/SW ScofBr»Street 1 0.44 0.45 0.03 no SW HunAer Sbeet/SW Will Street 1 0.32 0.43 0.06 no SW 72nd Avenue/Honntwur�lRR,2.1,7Ji�cw:........ ....JS.... ...D�i... ...R:2.... 0.33 Nun-i er Street/SW 72nd Avenue 6 0.42 0.59 ••0.15•• no •.•'•�L .. SW2 .d • ....il.... Db . ...0.15... ...0.39............ no Southbound 1-5 Ramps/OR 217 31 0.62 0.53 0.46 no Crash data referenced above,from the Wall Street Industrial Park Traffic Impact Analysis August 28,2015, shows the Hunziker Road/72nd Ave Intersection has the highest critical crash rate by volume(0.58) compared to eight nearby intersections.A route alternative with sidewalks and bike lanes that avoid this overloaded intersection could reduce this crash rate. 2019-21 RFFA Regional Freight Investments application Page 18 6. How will the proposed project reduce air toxics or particulate matter in the project area?What is the current air quality condition of the project area?What strategies(e.g.diesel retrofit trucks,engine change outs,etc.)will be used during construction and after the implementation (e.g.diesel retrofit trucks,etc.)of the project to reduce air pollution? By increasing freight route alternatives and efficiency and decreasing travel distance,this project can reduce engine idle times compared to current performance levels at the Hunziker Road/72"d Ave and Hwy- 217 intersections. 7. Describe the EJ communities which are in proximity to the proposed project area. How will the project reduce the impacts of freight movement on these communities(e.g. reduced noise, traffic,land use conflicts,emissions,etc.)? This project routes freight traffic around the Hilltop neighborhood instead of through the Hilltop neighborhood.This includes more than 177 residences in single family and multi story buildings.This project does not displace any residences or businesses and minimizes impacts on existing communities by routing freight traffic through an existing commercial zone. The residential communities most directly impacted by this project have been identified.A public engagement plan will be completed to connect with and work with these communities. 8. Describe the freight reliability issues the proposed project is intended to address.What are the anticipated improvements to reliability this project will deliver? Freight vehicles are hindered by the many curves and corners,tight spaces, confusing configuration of intersections and signals and poor traffic flow in this intersection/interchange area.Congestion delays occur at various times throughout the day,affecting freight haulers'schedules. This intersection/highway access point already ranks"less reliable"on MTIP's 2016-2018 travel reliability network analysis at a.m., mid-day and p.m.travel.The graphic below shows the freight reliability for the am analysis on the related local roads in Tigard. r - ' 21 CL. byGy A freight connection from Hunziker Road to 72nd Ave.can bypass the overloaded intersection (marked in blue circle on left graphic)at Hunziker Rd./72nd Ave.and Hwy 217. Map segment on left i shows ranking of"less reliable"local roads. RTP Freight Map segment above shows local freight connectors Hunziker Rd and 72nd Ave. 2019-21 RFFA Regional Freight Investments application Page 19 Priority criteria 9. Why may the proposed project not be eligible to receive funding from other potential sources? Is the project of an innovative or unique nature such that it is not eligible or typically funded with large,traditional transportation funding sources such as state trust fund pass through to local agencies,local bridge program,or large state funding programs(Modernization, Bridge, Preservation,etc.),or have any other significant sources of funds? The City of Tigard has leveraged several funding sources (city,state,federal and private sector investments totaling more than$4.6 M)to fund this project. This combination of funding still leaves a gap of$1.8 million to connect public infrastructure for a complete road network. 10. Describe how the proposed project reduces the need to expand highway capacity. This project is expected to reduce vehicle conflict and congestion (V/C)at the Hwy 217 on ramp at the Hunziker Road/72"d Avenue intersection.This intersection is at 99%capacity as of 2009. Further increases may cause increased queuing on the mainline of Hwy-217.This proposed new road connection provides an alternative freight route that disburses drivers to other highway access points. 11. Describe how the proposed project addresses issues and improves connectivity among multiple freight modes. The Hunziker Industrial Core and 72nd Avenue Industrial Corridor are home to firms that use both rail and container service for their raw materials and shipping(Fought Steel,Apex Industries and Huttig are examples). International shippers in this area (Kruger Optical and PolyCast are examples)already source to local ports.A new road connection provides a better"first mile/last mile" route avoiding freight container delays at the Hunziker Road/72nd Ave and Hwy-217 intersection. Process • Describe the planning process that led to the identification of this project and the process used to identify the project to be put forward for funding consideration. (Answer should demonstrate that the process met minimum public involvement requirements for project applications per Appendix A) The City of Tigard used a full spectrum approach to identify a project that meets the needs of multiple stakeholders. In 2015,with the assistance of Oregon's Department of Land Conservation and Development (DLCD),the City of Tigard completed a public infrastructure finance strategy for the Hunziker Industrial Core.This provided the city with information needed to consult and involve residents,stakeholders and project partners.The project explored public infrastructure alternatives and economic impacts of public infrastructure and development with these partners.The study's findings were reviewed in collaboration with adjacent businesses,commercial/industrial property owners, property owners and project partners. In order to meet the needs of the residents and stakeholders, a freight/commercial vehicle route directing traffic away from an adjacent neighborhood was proposed as the priority infrastructure investment in the Hunziker Industrial Core. Interested property owners, business owners and residents have been updated on project progress through meetings as progress has been made to secure funding. More stakeholder engagement can be planned and implemented as project funding is secured to move this project into the implementation phase. 2019-21 RFFA Regional Freight Investments application Page 110 • Describe how you coordinated with regional or other transportation agencies(e.g.Transit, Port, ODOT, Metro, Freight Rail operators,ODOT Region 1,Regional Safety Workgroup,and Utilities if critical to use of right-of-way)and how it impacted the project location and design. The Hunziker infrastructure Project has been shared with TriMet for input on how this road alignment relates to potential light rail alignments along the Southwest Corridor.The alignment of this segment was shifted to accommodate potential ROW. State agencies represented on the Governor's Regional Solutions Team are aware of this project based upon a presentation with City of Tigard staff.The Hunziker Road/72nd Ave interchange and Hwy 217 overpass area is understate jurisdiction,ODOT has been notified of recent land use changes and planned private sector development in this area. An alternative vehicle route from Hunziker Road to 72nd Ave could significantly improve the current and future traffic flow and safety in this area and maintain the viability of this important connection to Highway 217, preserving the effectiveness of the state's investment in this part of the transportation network. 2019-21 RFFA Regional Freight Investments application Page 11 Map of Project Area (Appendix B) GIS/shape files are included with digital submission.The Hunziker Infrastructure Project provides an alternative freight route bypassing the overburdened Hunziker Road/72nd and Hwy-217 intersections. TIGARD TRIANGLE HWY 217 NORTHBOUND RAMP&SW 72ND AVE INTERSECTION HWY 217 HWY 217 OVERPASS 5W HUNZIKER ROAD Ab r f SW HUNZIKER ROAD& �S 70'ROW SW 72ND AVE INTERSECTION r. TRAMMELL CROW DEVELOPMENT HWY 217 SOUTHBOUND _ RAMP&SW 72ND AVE CHARTER 11, INTERSECTION MECHANICA A O U) IRAMMELL CROW 9G DEVELOPMENT n F i U) PI TRAMMELL CROW AGILYX DEVELOPMENT 3,400 LF UNDEVELOPED NEW ROAD PARCEL 52'ROW y ENGINE i� -f VIGION PMUC OP DDEPA HUNZIKER CORE AMURE —1 PUBLIC WORKB DEPARTMENT `►aTsa sOR W 722. WALL ST. EXHIBIT A—� IIOIRD, OREGON 8722) M3M-50J-639-4171 W1V 5W-0R.G 752 EXHIBIT A-1 - 8/22/16 FLE 950 G NWW.TDG�RO-OR.�v 2019-21 RFFA Regional Freight Investments application Page 12 ' TIGARD TRIANGLE - _ HWY 217 NORTHBOUND RAMP &SW 72ND AVE INTERSECTION HWY 217 HWY 217 OVERPASS SW HUNZIKER ROAD T SW HUNZIKER ROAD&-/ �S 70' ROW SW 72ND AVE INTERSECTION TRAMMELL CROWI DEVELOPMENT HWY 217 SOUTHBOUND RAMP&SW 72ND AVE CHARTER I INTERSECTION / MECHANICA I s� / I p J2 0 O rn TRAMMELL CROW I �L p DEVELOPMENT I DI rl I -i I m - - rn rn TRAMMELL CROWI AGILYX DEVELOPMENT 31400 LFI UNDEVELOPED \ NEW ROA PARCEL I I Off. \ 52' ROW -��--GN cleAl ENGINEPUBLIC RINGWOR D ISIONDEPARTMENT HUNZIKER CORE FIGURE PUBLIC WORKS DEPARTMENT ' 17125 S.W. HALL BLVD. WALL ST. EXHIBIT a nGARD, OREGON 97223 VOICE., 503-639-4171 FAX 503-62EXHIBIT A-1 - 8/22/16 FILE NO w • � ww.ncaRD-oR.GOV R.cov 95047 City of Tigard Hunziker Infrastructure-Freight Connection CONSTRUCTION COSTS ITEM NO. ITEM DESCRIPTION QUANTITY UNIT I UNIT PRICE TOTAL TEMPORARY FEATURES AND APPURTENANCES 0210-0100000A MOBILIZATION 1 LS $ 161,000 $ 161,000 0225-0101000A TEMPORARY WORK ZONE TRAFFIC CONTROL, COMPLETE 1 LS $ 2,000 $ 2,000 0280-0100000A EROSION CONTROL 1 LS $ 12,000 $ 12,000 0290-0100000A [TURBIDITY OLLUTION CONTROL PLAN 1 LS $ 500 $ 500 0290-0200000A MONITORING 1 LS $ 500 $ 500 ROADWORK 0305-0100000A CONSTRUCTION SURVEY WORK 1 LS $ 13,500 $ 13,500 0310-0106000A REMOVAL OF STRUCTURES AND OBSTRUCTIONS 1 LS $ 12,500 $ 12,500 0320-0100000A CLEARING AND GRUBBING 1 LS $ 21,000 $ 21,000 0330-0105000K IGENERAL EXCAVATION 6,595 CUYD $ 17 $ 112,115 0330-0130000K I EXTRA FOR SELECTED EMBANKMENT MATERIAL 9,425 CUYD 1 $ 10 $ 94,250 0350-01050001 ISUBGRADE GEOTEXTILE 3,664 SQYD $ 1.50 $ 5,496 DRAINAGE AND SEWERS 0445-030008BF 8 INCH SANITARY SEWER PIPE, 10 FT DEPTH 1,038 FOOT $ 60 $ 62,280 0445-035010BF 10 INCH STORM SEWER PIPE, 10 FT DEPTH 395 FOOT $ 65 $ 25,675 0445-035012BF 12 INCH STORM SEWER PIPE, 10 FT DEPTH 255 FOOT $ 75 $ 19,125 0445-035015BF 15 INCH STORM SEWER PIPE, 10 FT DEPTH 440 FOOT $ 80 $ 35,200 0445-035018BF 18 INCH STORM SEWER PIPE, 10 FT DEPTH 590 FOOT $ 85 $ 50,150 0470-0100000E CONCRETE SANITARY SEWER MANHOLES 2 EACH $ 3,750 $ 7,500 0470-0101000E CONCRETE STORM SEWER MANHOLES 5 EACH $ 3,750 $ 18,750 0470-9Z90000A CONCRETE INLETS,TYPE BEEHIVE 2 EACH $ 1,100 $ 2,200 0470-9Z90000A CONCRETE INLETS,TYPE METAL 29 EACH $ 650 $ 18,850 0490-0100000E ADJUSTING BOXES 2 EACH $ 475 $ 950 0490-0104000E CONNECTION TO EXISTING STRUCTURES 1 EACH $ 1,250 $ 1,250 0490-0120000E MINOR ADJUSTMENT OF MANHOLES 1 EACH $ 650 $ 650 0495-0100000) ITRENCH RESURFACING 5 SQYD $ 37 $ 185 BRIDGES 0596-9Z90000A IMODULAR RETAINING WALL 1,315 SQFT $ 35 $ 46,025 BASES 1 8/25/2016 City of Tigard Hunziker Infrastructure-Freight Connection CONSTRUCTION COSTS ITEM NO. ITEM DESCRIPTION QUANTITY UNIT UNIT PRICE TOTAL 0641-0112000M 3/4 INCH -0 AGGREGATE BASE 3,922 TON $ 23 $ 90,206 WEARING SURFACES 0730-0100000M EMULSIFIED ASPHALT FORITACK COAT 2 TON 350 $ 700 0744-0302000M LEVEL 3, 1/2 INCH ACP MIXTURE 1,235 TON 75 $ 92,625 0759-0105000F CONCRETE CURBS, CURB AND GUTTER, MODIFIED 1,440 FOOT 30 $ 43,200 PERMANENT TRAFFIC SAFETYAND GUIDANCE DEVICES 0860-0200000E LONGITUDINAL PAVEMENT MARKINGS- PAINT 3,050 FOOT $ 2 $ 6,100 0867-0131000E IPAVEMENT LEGEND,TYPE B-HS: BICYCLE LANE STENCIL 4 EACH $ 275 $ 1,100 PERMANENT TRAFFIC CONTROL AND ILLUMINATION SYSTEMS 0930-9Z90000A TRAFFIC SIGNING 1 LS $ 500 $ 500 0970-9Z90000A UTILITY VAULTS AND CONDUIT 1 LS $ 185,000 $ 185,000 0970-9Z90000A STREET LIGHTING 1 LS $ 77,500 $ 77,500 RIGHT OF WAY DEVELOPMENT AND CONTROL 1030-0103000R TEMPORARY SEEDING 1 LS $ 4,300 $ 2,150 1030-010800R PERMANENT SEEDING 1 LS $ 4,300 $ 4,300 1040-010100K TOPSOIL 326 CUYD $ 40 $ 13,040 1040-OOOOOOOZ LANDSCAPING & ESTABLISHMENT 1 LS $ 37,500 $ 37,500 1050-0135000E JUCHAINLINK FENCE 500 1 FOOT 1 $ 25 1 $ 12,500 TOTALS Construction Subtotal $ 1,290,072 20% Contingency $ 258,014 Construction Total $ 1,548,086 12.49% Escalation $ 193,356 ARCHITECTURAL AND ENGINEERING FEES DESCRIPTION TOTAL GEOTECHNICAL FEES $ 8,000 CULTURAL/ARCHAEOLOGICAL FEES $ 4,000 LANDSCAPE DESIGN FEES $ 14,000 SURVEY FEES $ 10,000 2 8/25/2016 City of Tigard Hunziker Infrastructure-Freight Connection CONSTRUCTION COSTS ITEM NO. ITEM DESCRIPTION QUANTITY UNIT UNIT PRICE TOTAL CIVIL ENGINEERING FEES $ 190,000 Total $ 226,000 12.49% Escalation $ 28,227 PROJECT INSPECTION FEES DESCRIPTION TOTAL INSPECTION FEES $ 70,000 Total $ 70,000 12.49% Escalation $ 8,743 MISCELLANEOUS FEES DESCRIPTION TOTAL CITY PROJECT MANAGEMENT FEES $ 90,000 Total $ 90,000 12.49% Escalation $ 11,241 RIGHT-OF-WAY FEES(2017 PRE-GRANT EXPENSE) DESCRIPTION TOTAL ROW PURCHASE FEES (2017 PRE-GRANT EXPENSE) $ 150,000 Total $ 150,000 4% Escalation $ 6,000 TOTAL PROJECT COSTS $ 2,331,654 3 8/25/2016 Metro Cost Estimation Workbook Page 1 of 8 Instructions for Using This Workbook Password for locking/unlocking this sheet is'metro'.All other sheets have no password. Purpose, This workbook provides a methodology for planning-level cost estimating for transportation infrastructure projects.Alternative methodology of similar or better detail is acceptable. Where agencies propose cost methodology significantly different from this methodology,documentation should be provided. I'' This includes unit costs which vary significantly from that specified here.Consistency of such costs between projects is desirable in that it allows for equitable comparison of projects. Instructions: This workbook or a comparable cost estimate must be completed for each project submitted. Complete the project information below and in Sheets 1 through 5.Worksheets are accessed by tabs at the bottom of the window. Sheet 6 summarizes total estimated cost of the project. Input cells are shaded It hl blue,and should be filled in by the user(where applicable).Other cells are locked and should not be changed. <sam le> Appearance of input cells used throughout this workbook. - Locked cells can be unlocked by selecting Review Unprotect Sheet.This is not recommended in most cases. Password is'metro'. Questions about completing the workbook should be directed to Anthony Buczek,Transportation Engineerwith Metro. Feedback and comments about this workbook are encouraged,and will help to improve it for future updates. phone:503-797-1674 e-mail:anthonvbuaek0onmonmetro.coy These cells are shaded light blue,which means Project Information: they should be filled in. Funding year: PE 2019 ROW 2017 Const 2019 Project name:Hunziker Infrastructure-Freight Connections Corridor and endpoints:Tech Center Drive and Wall StreetlHunziker St. Project description:1/4 mile of roadway with a 36'cross section and retaining walls along heavy rail line/switching and Local plan project#:CIP#95047 RTP project#:10599 10751 11223 and 10755 related ro'ects Submitting agency:City of Tigard Agency contact:Lloyd Purdy Contact phone:503.718.2442 Contact e-mail: Proceed to Sheet i when the above is completed. Unit costs year. 2016 Changed to 2016 Escalation rate Used In Calculations Default Override 2007-2008 100.38% 100.38% Do not override these unless better escalation factors are identified. 2008-2009 84.72% 84.72% 2007-2015 based on FHWA NHCCI 2009-2010 96.78% 96.78% 2016-2021 based on ODOT inflation assumptions 2010-2011 101.04% 101004% 2011-2012 105.05% 105.05% 2012-2013 97.88% 97086% 2013-2014 100.79% 100.79% 2014-2015 100.71% 100.71% 2015-2016 104.00% 104.00% 2016-2017 104.00% 104.00% 2017-2018 104.00% 104.00% 2018-2019 104.00% 104.00% 2019-2020 104.00% 1G4.00% 2020-2021 104.00% 104.00% Escalation Lookup Table v From\To> 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2007 100.00% 100.38% 85.04% 82.30% 83.16% 87.36% 85.49%186.16%186.78% 90.25%193.86%197.61% ##### ##### ##### 2408 100.00% 84.72% 81.99% 82.84% 87.03% 85.17% 85.84% 86.45% 89.91%193.50%1 97.24% ##### ##### ##### 2009 100.00% 96.78% 97.79% ##### ##### ##### ##### ##### ##### ##### ##### ##### ##### 2010 ##### ##### ##### ##### ##### ##### ##### ##### ##### ##### ##### ##### 2011 --- --- --- --- ##### ##### ##### ##### ##### ##### ##### ##### ##### ##### ##### 2012 --- --- --- --- --- ##### 97.86% 98.63% 99.33% ##### ##### ##### ##### ##### ##### 2013 --- --- --- --- --- --- ##### ##### ##### ##### ##### ##### ##### ##### ##### 2014 ##### ##### ##### ##### ##### ##### ##### ##### 2015 --- -- --- --- --- -- -- --- ##### ##### #####.##### ##### ##### ##### 2016 --- --- --- --- -•- -- •-- --- --- ##### ##### ##### ##### ########## 2017 --- --- -- --- --- --- --- --- --- --- ##### ##### ##### ##### ##### 2018 --- --- --- --- --- -- -- --- -- --- --- ##### ##### ##### ##### 2019 --- -- --- --- -- --- -- --- --- --- --- --- ##### ##### ##### 2020 --- -- --- --- --- -- --- -- -- -- --- --- --- ##### ##### 2021 ___ __ ___ ___ __ __ __ ___ __ __ ___ ___ ___ Wwldaaak miebn 19,June V.2016(mtlm) 4 RFFA-Cost Estimate Workbook Tigard-O-Instructions Printed on 8262016 at 8:04 AM Metro Cost Estimation Workbook Page 2 of 8 1.Construction Hunziker Infrastructure-Freight Connections Sections A through E must be completed. Complete Sections F and/or G if applicable. Tech Center Drive and Wall Street/Hunziker St. Projects will not include all elements below,but most will include elements from multiple sections. City of Tigard Enter quantities only for elements actually included in your project. 1.A-Road Construction.Reconstruction.or Resurfacino Item Unit quaint Unit cost I otal Description Road-new/reconstruct(incl.curb,sidewalk,drainage) SF 4560 $22.5 $1.026,203 Specify SF of pavement,not including sidewalks and curbs(these are assumed in unit cost). Road-resurface SF 0.0 $4 $0 "Specify length and typical width of project 36'width paved cross section with full utilities and sidewalk on side opposite rail line. Section 1.A Subtotal $1,026,203 1.8-Addition of Roadway Elements to Existing Roadway Item Unit t_'J wt:ty Unit cost Total Description Minor widening,no curbs SF 0.0 $15 0 Used for bike lanes,other minor widening. Does not include curbs,sidewalks,or drainage. Remove pavement SF 0.0 $0.75 $0 Curb only LF 0.0 $16 0 For new curb installation. Does not include drainage. Remove curb LF 0.0 $6 0 Median in existing lane no drainage LF 0.0 $86.50 $0 Includes pavement removal,curbs,landscaping for a 12'median in 14'lane. No drainage included. Landscaping only-medians and bulbouts SF 0.0 $4 $0 Install 18"topsoil plus plants Drainage system-both sides LF 0.0 $115 $0 For new installatations. Length is overall project length where drainage is added. Bridge-new or replace SF 0.0 250 $0 Specify length and width of bridge For documentation of assumptions used. Street trees with tree grates LF 0.0 $40 $0 Per side. Irrigation system Provide estimate For irrigation of medians and bulbouts. Specific estimate required if used(describe in Section 1.G). Signing/marking LF 0.0 $2 E$O Use when new pavement markings are to be installed(per line). Clearing SF 0.0 $0.06 Used for new alignments. Grading CY 0.0 $17.50 Provide an estimate of grading and describe assumptions in Section I.G. Retaining walls(by wall area) SF 0.0 $35 Use SF of walls if known. If not,estimate length of walls and describe assumptions in Section 1.G. Retaining walls(by length) LF 0.0 $250 Section 1.6 Subtotal $0 1.0-Addition of Pedestrian Elements to Existing Roadway Item unit Uu.uioty Unit cost Total Description Sidewalk,no curb SF 0.0 $10 0 Includes curb ramps. Remove sidewalk SF 0.0 $1.25 $0 Shared-use path SF 0.0 $5 $0 Includes curb ramps. Street furniture-bench EA 0 $2,275 $0 Street furniture-bike rack EA 0 $330 $0 Street furniture-trash can EA 0 $1,350 0 Section 1.0 Subtotal $0 4 RFFA-Cost Estimate Workbook Tigard-1-Constr. Printed on 8/26/2016 at 8:04 AM Metro Cost Estimation Workbook Page 3 f 8 1.D-Utilities Item Total Description Utility burial Provide estimate $0 If utility burial is included,provide a detailed cost from the appropriate utility. Utility relocation Provide estimate Describe what utilities will or may be relocated. Provide cost estimate and describe assumptions. Description: utility costs are included in road costs above. Railroad impacts Summarize impacts Describe potential impacts to railroads in project area. Summary: None.Work is outside of rail road right of way. Section 1.1)Subtotal $0 1.E-Traffic Signals and Lighting Item Unit Quandt Unit cost Total Description Traffic signals(4-lanes or more) EA 0 $500,000 $0 Use where at least one roadway is 4 lanes or more. Traffic signals(less than 4-lanes) EA 0 $105,000 $0 Use where both roadways are 3 lanes or less. Street lighting-per side LF 28.0 $2,767 $77 476 Lighting,vaults and conduit as of 30%Design. Section 1.E Subtotal $77,476 1,F-Associated Costs Item Basis Total Description Mobilization,staging,traffic control 11% $163 000 Based upon 30%Design estimate Erosion control-enter value to override fixed 1.5% $ $13,000.00 Estimate $13,000 jBased upon 30%Design estimate Description: Based upon 30%Design as of May 2016. Section 1.F Subtotal $176,000 1.G-Additional Information Use the s ace below to provide additional information including items not listed above or to expand on assumptions used. Construction costs are based upon 30%Design,from May 2016. 1 Other Expected Costs Provide estimate 0 Section 1.G Subtotal $0 SUMMARY Total of sections A through G $1,279,679 Section 1 Total 4 RFFA-Cost Estimate Workbook Tigard-1-Constr. Printed on 8/26/2016 at 8:04 AM Metro Cost Estimation Workbook Page 4 of 8 2.Environmental Impact and Mitigation Hunziker Infrastructure-Freight Connections Sections A and B must be completed. Complete Section C if applicable. Contact Metro if information for 2.13 is needed. Tech Center Drive and Wall Street/Hunziker St. City of Tigard 2.A-Status and Information Please place an'X'in the appropriate box. EA not completed;an EIS IS expected. x EA not completed;an EIS is NOT expected. EA not completed;unknown whether EIS is expected. EA has been completed;an EIS IS required. EA has been completed;an EIS is NOT required. Both an EA and an EIS have been completed. Describe expected environmental impacts,assumptions,and unknowns. Description: A phase II ESA has been commissioned-August 2016. 2.13-Environmental Imoacts and Mitigation Item Unit Quant' Unit cost Total Description Estimate acreage of impactImitigation ACRE 0.00 $150,000 Section 23 Subtotal $0 2.0-Additional Information Use the s ace below to provide additional information including items not listed above or to expand on assumptions used. A phase I ESA was completed and phse II ESA is underway.Remaining Environmental is included in design cost. Other Expected Costs Provide estimate Section 2.0 Subtotal $0 SUMMARY Total estimate for environmental mitigation $0 Section 2 Total 4 RFFA-Cost Estimate Workbook Tigard-2-Environ. Printed on 8/26/2016 at 8:04 AM Metro Cost Estimation Workbook Page 5 of 8 3.Right-of-Way Cost Estimation Hunziker Infrastructure-Freight Connections Use either Method'A'or Method'B'. Method'A'is preferred. Complete Section C if applicable. Tech Center Drive and Wall Street/Hunziker Sk. City of Tigard Where the exact SF of ROW is unknown,an estimate must be made. At the most simplistic level,this estimate can be made by calculating the difference between the proposed cross-section width and the existing ROW width,multiplied by the project length. Where ROW width cannot be determined,it should be assumed to be the width of the existing roadway including sidewalks. 3.A-Method'A'(moderate confidence) Item Unit Quandt Unit cost Total Description Estimate area(SF)of ROW taking SF 11797.0 Describe assumptions used in calculating area: Legal description of ROW will be available by September 2016. Estimate unit cost(per SF)of taking $ $9.00 Describe assumptions used in calculating unit cost(s): Based upon 2016 appraisal-ROW,Temporary Construction Easement and Public Utiltity Easement Estimated total cost of taking 1 $106,173 Estimated area multiplied by estimated unit cost. Number of affected parcels: EA $10,000 $10,000 Reflects administrative costs of property acquisition. Section 3.A Subtotal $116,173 3.13-Method'B'(low confidence) Item Unit Quandt Unit cost Total Description Estimate square-feet of high-value ROW taking SF $30 0 Use in urban areas and moderate to high-priced neighborhoods. Estimate square-feet of developed ROW taking SF $20 so Use in other established neighborhoods. Estimate square-feet of undeveloped ROW taking SF 15 0 Use in undeveloped areas. Describe assumptions used in calculating area: Estimated total cost of taking $0 Estimated area multiplied by estimated unit cost. Number of affected parcels: EA $10,000 so Reflects administrative costs of property acquisition. Section 3.B Subtotal $0 3.0-Additional Information Use the space below to provide additional information including items not listed above or to expand on assumptions used. Appraisals of both parcels were completed in 2016.ROW is not counted as match nor part of grant request. SUMMARY Method'A'Right-of-Way estimate(moderate confidence) $116,173 Section 3 Total(moderate confidence) Method'B'Right-of-Way estimate(low confidence) $0 Section 3 Total(low confidence) 4 RFFA-Cast Estimate Workbook Tigard-3-ROW Printed on 8/26/2016 at 8:04�M Metro Cost Estimation Workbook Page 6 of 8 4.Design and Administration Costs Hunziker Infrastructure-Freight Connections Complete input cells in Sections A and B if applicable. Default markup values can be overridden. Tech Center Drive and Wall Street/Hunziker St. City of Tigard 4.A-Design Construction Costs(from Section 1): $1,279,679 Environmental Impact Costs(from Section 2): $0 Item Base Cost ar up Total Description Surveying,design,coordination $1 279 679 15% $191 952 (Default 30%)Typically included in the professional engineering contract Construction Engineering $1 279 679 5% t--$63 984 (Default 20%)Engineering services during constuction Other Expected Costs Provide estimate -� Description of other expected costs: Design expense based upon estimates from existing 30%design. Section 4.A Subtotal $255,936 4.B-Administration Project Administration will be applied throughout project. Administration $1,279,679 G% $79 340 (Default 35%)Project overhead Section 4.6 Subtotal $79,340 4.0-Additional Information Use the space below to provide additional information including items not listed above or to expand on assumptions used. 30%design for this phase is complete. SUMMARY Total of all above items $335,276 Section 4 Total 4 RFFA-Cost Estimate Workbook Tigard-4-Design Printed on 8/26/2016 at 8:04 AM Metro Cost Estimation Workbook Page 7 18 5.Contingency and Risk Hunziker Infrastructure-Freight Connection$ Complete input cells in Section A if applicable. Default markups can be overriden. Section B must be completed. Tech Center Drive and Wall Street/Hunziker SCI. City of Ti ar' 5.A-Continaencv Item Section Total Markup Contingency$ Description Section 1-Construction $1,279.,679 20% $255,936 (Default 20%) I Section 2-Environmental $Q 20% 0 (Default 20%) Section 3.A-Right-of-Way(moderate confidence) $116,173 20% $23,235 (Default 40%) Section 3.6-Right-of-Way(low confidence) $Oi 50% $0 (Default 50%) Section 4.A-Design $255,936 20% $51,187 (Default 20%) Section 4.13-Administration $79,340 No contingency on Administration Other Expected Costs Provide estimate Description of other expected costs: Right of way acquisition is in process. Section 5.A Subtotal $330,357 5.B-Risk Describe project components,impacts,or unknowns that are uncertain in scope at this point. Items might include: environmental issues agency approvals nearby historic or cultural resources existing deficient infrastructure railroad or utility work complex or untested components bridge work other unique elements Description of these items is not intended to affect proiect selection but rather to identify and document key issues that need refinement. Project is currently only scoped/estimated to 30%design. 4 RFFA-Cost Estimate Workbook Tigard-5-Risk Printed on 8/26/2016 at 8:04 kM Metro Cost Estimation Workbook Page 8 of 8 6. Project Summary Sheet Hunziker Infrastructure- Freight Connections Tech Center Drive and Wall Street/Hunziker St. 1/4 mile of roadway with a 36' cross section and retaining walls along heavy rail line/switching yard City of Tigard 6.A-Cost Summary in 2016$ Item Total Phase Total Preliminary Enoineerino(PE) $242,243 Surveying,design,coordination $191,952 Contingency at 20% $38,390 Administration at 6.2% $11,901 Right-of-Way(ROW) $139,408 Right-of-Way(moderate confidence) $116,173 Contingency at 20% $23,235 Right-of-Way(low confidence) $0 Contingency at 50% $0 Construction(Const) $1,695,702 Construction(Section 1) $1,279,679 Contingency at 20% $255,936 Environmental(Section 2) $0 Contingency at 20% $0 Construction Engineering $63,984 Contingency at 20% $12,797 Administration at 6.2% $83,307 Total $2,077,353 6.13 - Funding Summary by Year of Expenditure Phase 2016 Dollars YOE Year Escalation YOE Cost Preliminary Engineering PE $ 242,243 2019 12.49% $ 272,491 Right-of-Way ROW $ 139,408 2017 4.00% $ 144,984 Construction Const $ 1,695,702 2019 12.49% $ 1,907,434 Total $ 2,077,353 $ 2,324,909 4 RFFA-Cost Estimate Workbook Tigard-6-Summary Printed on 8/26/2016 at 8:04 AM APPENDIX A — ENVIRONMENTAL ,JUSTICE COMPLIANCE Public engagement and non-discrimination certification Regional flexible funds 2019-21 Background and purpose Use of this checklist is intended to ensure project applicants have offered an adequate opportunity for public engagement,including identifying and engaging historically underrepresented populations.Applications for project implementation are expected to have analyzed the distribution of benefits and burdens for people of color,people with limited English proficiency and people with low income compared to those for other residents. The completed checklist will aid Metro in its review and evaluation of projects. Instructions Applicants must complete this certification,including a summary of non-discriminatory engagement(see Section B),for projects submitted to Metro for consideration for 2019-21 regional flexible funding. Project sponsors should keep referenced records on file in case of a dispute.Retained records do not have to be submitted unless requested by Metro. Please forward questions regarding the public involvement checklist to regional flexible funds allocation project manager Dan Kaempff at daniel.kaempffftoregonmetro.gov or 503-813-7559. 1. Checklist Transportation or service plan development Pf"'At the beginning of the agency's transportation or service plan,a public engagement plan was developed to encourage broad-based,early and continuing for public involvement. Retained records_public engagement planan_d/or procedures -_- _ - - - - At the beginning of the agency's transportation or service plan,a jurisdiction-wide demographic analysis was completed to understand the location of communities of color,limited English proficient and low-income populations,disabled,seniors and youth in order to include them in engagement opportunities. Retained records:summary of or maps illustrating jurisdiction-wide demographic analysis Public notices included a statement of non-discrimination(Metro can provide a sample). Retained records:public engagement reports including/or dated copies of notices Throughout the process,timely and accessible forums for public input were provided. Retained records:public engagement reports including/or descriptions of opportunities for ongoing engagement,descriptions of opportunities for input at key milestones,public meeting records, online or community survey results RFFA Project Nomination Process I June 2016 15 Throughout the process,appropriate interested and affected groups were identified and contact information was maintained in order to share project information,updates were provided for key decision points,and opportunities to engage and comment were provided. Retained records:public engagement reports including/or list of interested and affected parties, dated copies of communications and notices sent,descriptions of efforts to engage the public, including strategies used to attract interest and obtain initial input,summary of key findings;for announcements sent by mail or email,documented number of persons/groups on mailing list Ili/Throughout the process,focused efforts were made to engage underrepresented populations such as communities of color,limited English proficient and low-income populations,disabled, seniors and youth.Meetings or events were held in accessible locations with access to transit. Language assistance was provided,as needed,which may include translation of key materials, using a telephone language line service to respond to questions or take input in different languages and providing interpretation at meetings or events. Retained records:public engagement reports including/or list of community organizations and/or diverse community members with whom coordination occurred, description of language assistance resources and how they were used,dated copies of communications and notices,copies of translated materials,summary of key findings Public comments were considered throughout the process,and comments received on the staff recommendation were compiled,summarized and responded to,as appropriate. Retained records:public engagement reports orstaff reports including/or summary of comments,key findings and final staff recommendation,including changes made to reflect public comments Adequate notification was provided regarding final adoption of the plan or program,at least 15 days in advance of adoption,if feasible,and follow-up notice was distributed prior to the adoption to provide more detailed information.Notice included information and instructions for how to testify,if applicable. Retained records:public engagement reports or final staff reports including/or dated copies of the notices;for announcements sent by mail or email document number of persons/groups on mailing list Project development This part of the checklist is provided in past tense for applications for project implementation funding. Parenthetical notes in future tense are provided for applicants that have not completed project development to attest to ongoing and future activities. ❑ At the beginning of project development,a public engagement plan wasis budgeted to be developed to encourage broad-based,early and continuing opportunity for p ent. Retained records:public engagement plan and/or procedures ❑ At the beginning of project development,a demographic analysis was(is budgeted to be) j completed for the area potentially affected by the project to understand i„` '- ea-er' 16 RFFA Project Nomination Process I June 2016 communities of color,limited English proficient and low-income populations,disabled,seniors and youth in order to include them in engagement opportunities. Retained records:summary of or maps illustrating demographic analysis ❑ Throughout project development,project initiation and requests for input werewill be nt at least 15 days in advance of the project start,engagement activity or input opportu Retained records:public engagement reports including/or dated copies of notices ❑ Throughout project development,public notices included; will include)a. tatement of non- discrimination. Retained records:public engagement reports including/or dated copies of notices ❑ Throughout project development,timely and accessible forums for public input were will be)\' provided. Retained records:public engagement reports including/or descriptions of opportunities for ongoing engagement,descriptions of opportunities for input at key milestones,public meeting records,online or community survey results ❑ Throughout project development,appropriate interested and affected groups were ill be) identified and contact information was( ill be) intained in order to share project information,updates were(Wil ovi or key decision points,and opportunities to engage and comment were rovided. Retained records:public engagement reports including/or list of interested and affected parties, dated copies of communications and notices sent,descriptions of efforts to engage the public, including strategies used to attract interest and obtain initial input,summary of keyEndings;for announcements sent by mail or email,documented number of persons/groups on mailing list ❑ Throughout and with an analysis at the end of project development,consideration was flL� given to the benefits and burdens of the project for people of color,people with limited English proficiency and people with low income compared to those for other residents,as identified through engagement activities. Retained records:staff reports including/or description of identified populations and information about benefits and burdens of the projectfor them in relation to other residents; ❑ There was a finding of inequitable distribution of benefits and burdens for people of color, people with limited English proficiency and people with low income Submitted records.-for a finding of inequitable distribution of benefits and burdens,attach analysis,finding and documentation justifying the project and showing there is no less discriminatory alternative. ❑ Public comments we (will be nsidered throughout project development,and comments received on the staff re endation were i be)co fled,summarized and responded to, as appropriate. RFFA Project Nomination Process I June 2016 17 Retained records:public engagement reports or staff reports including/orsummary of comments,key findings and final staff recommendation,including changes made to reflect public comments ❑ Adequate notification was Zasible, ~'ded regarding final adoption of the plan,at least 15 days in advance of adoption,► and follow-up notice was distributed prior to the adoption to provide more detailed information.Notice included (will include)information and instructions for how to testify,if applicable. Retained records:public engagement reports or final staff reports including/or dated copies of the notices;for announcements sent by mail or email document number of persons/groups on mailing list 2.Summary of non-discriminatory engagement Attach a summary(1-2 pages) of the key elements of the public engagement process,including outreach to communities of color,limited English and low-income populations,for this project or transportation or service plan. 3. Certification statement (agency)certifies adherence to engagement and non-discri ination procedu/es developed to enhance public participation and comply with federal civil rights guidance. As attested by: i'�e (signature) (name and title) _ z 1,6 (date) 18 RFFA Project Nomination Process June 2016 - lam City of Tigard August 23,2016 Metro-RFFA C/O Pamela Blackhorse 600 NE Grand Ave. Portland OR,97223 Re: RFFA-Regional Freight Investments Project Nomination City of Tigard RFFA Committee; The City of Tigard is investing in infrastructure to support manufacturing,commerce and business growth in the 138 acres of the Hunziker Industrial Core.Key to this investment is improved freight connectivity.This portion of the city is zoned for industry,manufacturing and commerce but it is under-developed.It lacks sufficient transportation access and road connections limiting mobility for freight traffic generated by local firms with a region-wide service area. In 2014,the City of Tigard used a DLCD technical assistance grant to explore public infrastructure solutions that address economic development and transportation challenges in the Hunziker Industrial Core.In 2015,the city secured a$1.5 million appropriation from the state's capital construction fund to transportation infrastructure in the Hunziker Industrial Core.In 2016,the city submitted a funding request,currently under consideration by the U.S. Department of Commerce,for$1.8 million to improve freight and commercial vehicle access in the Hunziker Industrial Core to catalyze new development.These investments are supported by more than$2 million in related locally funded infrastructure and utility service upgrades.These projects will catalyze private-sector investment of$34 million planned for 2017.- - - -- - The City of Tigard's RFFA-Freight proposal builds upon these investments to create a complete road connection as a freight and commercial vehicle alternative to the Hunziker Road/72nd Ave.and Hwy-217 intersections used by firms in the Tigard Triangle,the Hunziker Industrial Core and the 72nd Avenue Industrial Corridor. The City of Tigard approves this project for nomination and consideration for the RFFA Regional Freight Investment program. yoegardrJ,, WPM ohn Cook City of Tigard Cc: Lloyd Purdy,Economic Development Manager 13125 SW Hall Blvd. • Tigard, Oregon 97223 9 503.639.4171 TTY Relay: 503.684.2772 • www.tigard-or.gov