HomeMy WebLinkAbout15-Development Services
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
File No.
QR\G\NJ\L
MCC Date:
Subject: Resolution approving Agreement
for Professional Services with TY Un
International to provide a Project Study
Report/Project Report and the supporting
studies and documents for the University
Parkway/Interstate 215 Interchange
Southbound Loop entrance ramp project
From: James Funk, Director
Dept: Development Services
Date: November 29,2004
December 6, 2004
Synopsis of Previous Council Action:
09/0712004 Adopted FY 2004-2009 Five Year Capital Improvement Program (CIP).
Recommended Motion:
1) That the Community Development Commission authorize $100,000 of State College
Bond Proceeds be utilized for funding the preparation of the Project Study
Report/Project Report (PSR/PR) for the University Parkway/Interstate 215 Interchange
Loop Ramp Project.
2)
Adopt Resolution.
-~aY-
Contact person: Mark Lancaster, Deputy Director/City Engineer
Phone:
3305
Staff Report, Vicinity Map
Supporting data attached: Reso.& Agreement
Ward:
5
FUNDING REQUIREMENTS: Amount:
$ 249,050.00
Source
(Acct. No.) 126-369-5504-7542
Acct. Description: Streets & Street Lighting - 2004-05 CIP
Finance:
Council Notes:
RE~ ~2U::A- 3t.3
Agenda Item No.
/:1./& /DLj
15. I
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
STAFF REPORT
Subject:
Resolution approving Agreement for Professional Services with TY Lin International to
provide a Project Study Report/Project Report and the supporting studies and documents for
the University Parkway/Interstate 215 Interchange Southbound Loop entrance ramp project.
Background:
On September 24, 2004, a Request for Proposals (RFP) was issued to 14 qualified firms
soliciting proposals to provide professional engineering services for the preparation of a Project
Study ReportlProject Report (PSR/PR) for the University Parkway/Interstate 215 Interchange
Southbound Loop entrance ramp project.
The City's Development Services Department received four proposals by the deadline of
October 15, 2004. Proposals were received from the following consultant firms:
Location
San Bernardino
Riverside
San Bernardino
San Bernardino
The proposals were evaluated (Phase I Rating - evaluation of proposals) by staff on a rating
system previously approved by the Mayor and Common Council for public works projects
utilizing local (non-federal) funds. The Phase I Rating system includes, but is not limited to,
such factors as past experience with similar types of projects, adequacy and experience of
staff, completeness of proposal, past experience working with the consultant, understanding the
requirements of the project, local preference and price. LAN Engineering Corporation, HDR
Engineering Inc., and TY Lin International were rated the top three consultants for this project
based on the evaluation of proposals. Therefore, interviews were conducted with these three
firms (Phase II Rating - interview) on November 8th, 2004.
A selection committee interviewing the three consultant firms consisted of: Development
Services Director James Funk; Assistant City Administrator Lori Sassoon; Deputy
Director/City Engineer Mark Lancaster; Principal Planner Terri Rahhal; Engineering
Manager/Field Engineer Mike Grubbs; Caltrans Project Manager Theresa Sasis; and California
State University, San Bernardino Vice President for Administration and Finance David
DeMauro.
The reviewers/evaluators selected the team of TY Lin International based on their
qualifications, previous experience on similar projects, understanding of the project,
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CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
STAFF REPORT (Continued)
completeness of the proposal, local preference and other criteria established ill the City
Council's approved evaluation criteria and rating system.
The team of TY Lin International and their sub-contractors Transtech Engineers, Inc., Lilburn
Corporation, MAPCO, and Earth-Mechanics are all local San Bernardino firms providing
capital improvement project design and management services, environmental document
preparation, surveys and mapping and geotechnical engineering services on public works
projects. These companies have extensive public and private sector experiences, with other
projects in the City of San Bernardino.
Proposed fees for services were as follows:
Pro osed Fee
$ 242,257
$ 249,050
$ 357,826
Although HDR Engineering Inc. submitted the proposal with the lowest price, the proposal
submitted by TY Lin International was superior based on all of the rating factors.
Financial Impact:
With the inclusion of the $100,000 in CDC funding from State College Bond Proceeds,
sufficient funding for this project (identified as SS04-19 in the CIP) is available in Account No.
126-369-5504-7542 in the 2004/05 Capital Improvement Program Budget.
Recommendation:
1. That the Community Development Commission authorize $100,000 of State College Bond
Proceeds be utilized for funding the preparation of the Project Study Report/Project Report
(PSR/PR) for the University Parkway/Interstate 215 Interchange Loop Ramp Project.
2. Adopt Resolution.
3
City of San Bernardino, California
Department of Public Works, Division of Engineering
CIP No. 8804-19
SOUTHBOUND LOOP ENTRANCE RAMP
AT
UNIVERSITY PARKWAY
AND
INTERSTATE 215
2200
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VICINITY MAP
N.T.S.
SS04-19
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RESOLCTlO~<<;; ~~:~:-; BERNARDI:-;O APPROVI:-;G A
SERVICES AGREEMENT WITH TY UN INTER~A TIOl\'AL FOR THE
PREPARATION OF A PROJECT STUDY REPORT/PROJECT REPORT FOR
THE UNIVERSITY PARKWAY/INTERSTATE 215 INTERCHA~GE LOOP
ENTRANCE RA~1P PROJECT.
BE IT RESOLVED BY THE MAYOR AND COMMO!\" COUNCIL OF
THE CITY OF SAN BER"\ARDINO AS FOLLOWS:
SECTION 1. TY UN International, 198 N. Arrowhead, Suite ''I'', San
9 Bernardino, California 92408, is competent, experienced and able to perform the
1 0 preparation of the Project Study Report/Project Report (PSR/PR) and has provided the
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most advantageous and best proposal for the preparation of a PSR/PR for the
University Parbvay!Interstate 215 Interchange Loop Entrance Ramp (City-Funded
Project) per Agreement for Professional Services, attached hereto as Attachment A, for
the amount of $249,050. Pursuant to this determination, the Purchasing Manager is
hereby authorized and directed to issue Purchase Orders for said services to said firm.
The t\layor is hereby authorized and directed to execute said Agreement on behalf of
the City.
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SECTION 2. The authorization to execute the above-referenced Agreement is
rescinded if it is not executed within sixty (60) days of the passage of this Resolution.
III
III
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1 RESOLUTION OF THE CITY OF SAN BERt"lARDINO APPROVING A
2 SERVICES AGREE:\1El\T WITH TV UN INTERNA TIONAL FOR THE
PREPARATION OF A PROJECT STUDY REPORT/PROJECT REPORT FOR
3 THE UNIVERSITY PARKWAY/INTERSTATE 215 INTERCHANGE LOOP
ENTRANCE RAMP PROJECT.
4
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the
5
6 Mayor and Common Council of the City of San Bernardino at a
7
meeting thereof, held on the _ day of
, 2004, by the following \'ote. to
Rachel Clark. City Clerk
The foregoing Resolution IS hereby approved this
,2004.
day of
Judith Valles, Mayor
City of San Bernardino
Approved as to
Forn1 and legal content:
By: .
2
JA\1ES F.ip I\NIAl\',
City Atto . ,
'" i ..
./
A TTACHME~T "A"
AGREEI\IENT FOR PROFESSIONAL SERVICES
(FOR NON-FEDERALLY FUNDED PROJECTS)
This AGREEMEl'\T is made and entered into this day of
200-i. by and bet\\.een the CITY OF SAN BERNARDr\O, California, a municipal
corporation, hereinafter referred to as the "City" and TY Lin International, hereinafter
referred to as "Consultant."
WITNESSETH:
A. WHEREAS, City has need for Civil Engineering Services; and,
B. WHEREAS, Consultant is competent, experienced and able to perform said
services; and,
C. WHEREAS, Consultant has provided the most advantageous and best
proposal for the provision of such services;
NOW THEREFORE, the parties hereto agree as follO\vs:
1. SCOPE OF SERVICES
Consultant shall per[orn1 those services specified in the Request for Proposal
(RFP), dated September 24. 2004, to provide Civil Engineering Services for the
preparation of a project study report/project repon for the University
Parkway/Interstate 215 Interchange southbound loop entrance ramp, SS04-19
(City funded project) and Consultant's proposal, dated October 15, 2004. all of
which are attached hereto and incorporated herein as Exhibits I and 2.
") TERM OF AGREE:\JE1\T
The services of Consultant are to commence after the City has authorized work to
start by issuance of a Notice to Proceed. This Agreement shall expire one year
from the date of this Agreement, unless extended by written agreement of the
parties.
3. STANDARD OF PERFOR'\JANCE
Consultant shall complete all work product and design in conforn1ance with City
of San Bernardino Standard Specifications and Standard Drawings.
4. CHANGES/EXTRA SERVICES
A. Perforn1ance of the work specified in the Proposal is made an obligation of
Consultant under this Agreement. subject to any changes made
-1-
Agreement for Professional Sen'ices with TY LIIl International.
subscLjuently upon mutual written agreement of the parties. Any change,
which has not been so incorporated, shall not be binding on either party.
5. CO'tPE:\'SA TIO:\'
A. The City shall reimburse the Consultant for actual costs (including labor
costs, employee benefits, overhead, profit, other direct and indirect costs)
incurred by the Consultant in performance of the work, in an amount not
to exceed S~49,050.UO, as indicated in Exhibit 3, \vhich is attached and
made a part hereof, except that reimbursement shall not include courier
services, mileage or reimbursement for travel to the City to attend
meetings or conduct the activities. Actual costs shall not exceed the
estimated wage rates and other costs as set forth in the Proposal.
B. Said compensation shall not be altered unless there is significant alteration
in the scope, complexity or character of the work to be performed.
Any adjustment of the total cost of services will only be pelmitted when
the Consultant establishes and City has agreed, in \\Titing, that there has
been, or is to be, a significant change.
C. The Consultant is required to comply with all federal, State and local laws
and ordinances applicable to the work.
6. PA YMENT BY CITY
A. The billings for all services rendered pursuant to this Agreement shall be
submitted monthly by Consultant to City and shall be paid by City within
thirty (30) days after receipt of same, excepting any amounts disputed by
City. City retains the right to challenge all or any part of an invoice. All
tasks as specified in Proposal shall be completed prior to final payment.
7. SL'PERVISION AND ACCEPTANCE OF SERVICES
A. The Director of Development Services of City or his designee, shall have
the right of general supervision O\er all work performed by Consultant
and shall be City's agent with respect to obtaining Consultant's
compliance hereunder. No paY111ent for any services rendered under this
Agreement shall be made without prior approval of the Director of
Development Sef\ices or his designee.
- 2-
Agreement for Professional Services with TY Lmlntemational
8. COMPLIANCE WITH CIVIL RIGHTS LAWS AND A'IERJCANS WITH
DISABILITIES ACT
Consultant hereby certifies that it will not discriminate against any employee or
applicant for employment bccause of race, color, religion, sex, marital status,
national origin or disability. Consultant's hiring practices and employee policies
shall comply with applicable Fcderal, Statc and local laws. Such action shall
include, but not be limited to. the following: Recruitment and recruitment
advcrtising. employment. upgrading and promotion.
9. TERMINATION OF AGREEMENT
A. This Agreement may be terminated by either party upon thirty (30) days
written notice in the event of substantial failure of the other party to
perform in accordance with the terms of this Agreement. Each party shall
have t\venty (20) days following date of such notice within which to
correct the substantial failure giving rise to such notice. Consultant hereby
covenants and agrees that upon ternlination of this Agreement for any
reason, Consultant will preserve and make immediately available to City,
or its designated representatives, maps, notes, correspondence, or records
related to work paid for by the City and required for its timely completion,
and to fully cooperate with City so that the work to be accomplished may
continue. Any subsequent use of such incomplete documents shall be at
the sole risk of the City and City agrees to hold harmless and indemnify
Consultant from any claim, losses, costs, including attorney's fees, and
liability arising out of such use.
B. This Agreement may be ternlinated for the convenience of the City upon
thirty (30) days written notice to Consultant. Upon such notice,
Consultant shall provide work product to City and City shall compensate
Consultant in the manner set forth above.
C. Following the effective date of termination of the Agreement pursuant to
this Section, the Agreement shall continue until all obligations ansmg
from such termination are satisfied.
J O. CONTI:\TGENCIES
In the event that, due to causes beyond the control of and without the fault or
negligence of Consultant, Consultant fails to meet any of its obligations under this
Agreement. and such failure shall not constitute a default in performance, the City
may grant to Consultant such extensions of time and make other arrangements or
additions, excepting any increase in payment, as may be reasonable under the
circumstances. Increases in payment shall be made only under the "changes"
provision of the Agreement.
- 3 -
Agreement for Professional Services with TY Lin International
II. INDEPE"iDENT CONTRACTOR
Consultant shall act as an independent contractor in the performance of the
services prO\ided for under this Agreement. Consultant shall furnish such
services in its own manner and in no respect shall it be considered an agent or
employee of the City.
12. ASSIGI'i'MENT OR S{TBCONTRACTING
:\either this Agreement. nor any portion thereof, may be assigned by Consultant
\\ithout the written consent of City. Any attempt by Consultant to assign or
subcontract any performance of this Agreement without the written consent of the
City shall be null and void and shall constitute a breach of this Agreement.
13. NOTICES
All official notices relatiw to this Agreement shall be in writing and addressed to
the follo\\ing representatives of Consultant and City:
CO:\SULTAKT
TY Lin International
198 ?\o. Anowhead. Suite 1
San Bernardino. CA 92-108
Ph: (909) 595-8599
Fax: (909) 595-8863
CITY
Mr. James Funk. Director
Development Services Department
City of San Bernardino
300 North "D" Street
San Bernardino. CA 92418
14. RESPONSIBILITIES OF PARTIES
Upon tern1ination. or completion of all work under this Agreement, Consultant
will transfer O\\I1ership and title to City of all programs, reports. documents, plans
and specifications.
15. INDEMNITY
Consultant shall indemnit\. defend and hold City. its ot1icers. employees and
agents harmless from and against any and all claims. demands. suits. actions.
proceedings. judgments. losses. damages. injuries. penalties, costs, expenses
(including attorney's fees) and liabilities, of, by, or with respect to third parties,
which arise from Consultant's negligent performance of services under this
Agreement. Consultant shall not be responsible for. and City shall indemnit)"
defend and hold harmless Consultant from and against. any and all claims.
demands. suits. actions. proceedings. judgments. losses. damages. injuries,
penalties. costs. expenses (including attorneys' fees) and liabilities of. by or with
respect to third parties, which arise from the City's negligence, With respect to
any and all claims. demands, suits. actions, proceedings. judgments. losses.
-..\ -
Agreement tor ProfessIOnal Seryices with TY LIl1 International.
damages, injuries. penalties. costs, expenses (including attomeys' fees) and
liabilities of. by or with respect to third parties. which arise from the joint or
concurrent negligence of Consultant and City, each party shall assume
responsibility in proportion to the degree of its respective fault.
16. LlABILlTY/I~SUR.\:\CE
The Consultant will be required to maintain in force at all times during the
performance of their \\ork the follO\ving policy or policies of insurance covering
its operations:
A. Comprehensive General Liability, including contractual liability, products
and completed operations and business automobile liability. all of which
will include coverage for both bodily injury and property damage with a
combined single limit of two million dollars. The City shall be named as
"additional insured" on all policies required to be fumished.
B. Professional liability coverage with limits not less than two million
dollars.
C. Workers' Compensation co\erage at statutory limits.
] 7. VALIDITY
Should any provision herein be found or deemed to be invalid, this Agreement
shall be construed as not containing such provision, and all other provisions
which are othel\\'Jse lawful shall remain in full force and effect, and to this end
the provisions of this Agreement are declared to be severable.
18. E:\TIRE AGREE:\IE:\'T
This Agreement represents the entire and integrated understanding bet\veen the
parties hereto and supersedes all prior and contemporaneous negotiations.
representations, understandings and Agreements, whether written or oral. with
respect to the subject matter thereof. This Agreement may be amended only by
written instrument signed by both parties.
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Agreement for ProfessIOnal Senices \\ith TY Lin IntermtIonal.
IN \VITNESS \\'HEREOF, the parties hereto ha,"e executed this Agreement on
the date shown below,
Date:
Date:
ATTEST:
Rachel Clark, City Clerk
Approved as to [orn1
and legal content:
Bv:
TY UN INTERNATIONAL
by:
Signature
Print i\ame/Title
CITY OF SAN BERI'iARDINO
by:
Judith Valles
Mayor
City of San Bernardino
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~
E~hibl1 ]
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City of San Bernardino
Development Services Department
PUBLIC WORKS DIVISION
REQUEST FOR PROPOSAL
-
TO
PROVIDE PROFESSIONAL ENGINEERING SERVICES
FOR
THE PREP ARA TION OF A COMBINED PROJECT STUDY REPORT AND
PROJECT REPORT (PSR/PR) FOR 1-215 FREEWAYIUNIVERSITY PARKWAY
LOOP ENTRANCE RAMP
ISSUED ON: SEPTEMBER 24, 2004
DUE ON: OCTOBER 15,2004
REQUEST FOR PROPOSALS
Professional Engineering Services
For the preparation of a combined Project Study Report/Project Report
For 1-215/University Parkway Loop Entrance Ramp in the City of San Bernardino
Issued: September 24, 2004
The City of San Bernardino is soliciting proposals from qualified firms to provide professional
engineering services for the preparation of a combined Project Study Report/Project Report for
the subject project.
1. PROJECT DESCRIPTION
. Project Location: West of the intersection of the 1-215 Freeway and University
Parkway, San Bernardino, California.
Description:
The objective is to complete and obtain approval of a PSR/PR for
construction of a loop ramp from westbound University Parkway
onto southbound 1-215 Freeway. With the loop ramp, the existing 1-
215 Freeway southbound entrance ramp would be converted to
right-turn only access from eastbound University Parkway.
Construction of the project will require acquisition of a fast-food
restaurant and a portion of a parking lot serving a Wal-Mart store.
Project Construction Cost:
PSRlPR Professional Services Cost Estimate: $200,000 to $250.000
Construction Estimate: $3,000,000 to $5,000,000
Property Acquisition and Relocation cost Estimate $2,500,000 to $5.000,000
Funding Source:
PSRlPR:
Engineering and Administration:
Property Acquisition, Relocation, and Construction:
Local Funds
Local Funds
Local Funds
2. SCOPE OF SERVICES
The scope of services is intended to cover the preparation and successful processing of a
PSR/PR, which includes approval/acceptance of the PSR/PR by Caltrans, City, and
appropriate involved agencies/stakeholders.
A PSR/PR is an engineering report, the purpose of which, among other things. is to document
agreement on the scope, schedule, and estimated cost of a project. The project development
process prescribed by Caltrans are guidelines providing a framework for preparation of
PSR/PR, describing a quality and breadth of examination and information that the involved
reviewing and approving parties expect to see for scope, schedule, and cost estimates for
projects. A PSR/PR must be prepared at the front end of the project development process,
2
including environmental evaluation but before detailed design, and that it must provide a sound
basis for commitment of future funding. It also provides a key opportunity to achieve
consensus on project scope, schedule, and proposed cost among Caltrans and involved
regional and local agencies. To prepare an efficient and successful PSR/PR, these guidelines
should be applied in a flexible manner using common sense judgment appropriate for the
complexity of this specific project.
The following is a summary of various tasks and components involved in preparation of a
PSR/PR. This information is provided as a Quideline. It is the consultant's
responsibility to identify all necessary tasks and components, and provide a complete
PSRlPR in conformance with applicable reQuirements.
A PSRlPR PREPARATION GENERALLY INCLUDES:
A. Meetings. with Caltrans, City and other involved agencies and impacted parties,
including presentations to the Development/Environmental Review Committee,
Planning Commission, and City Council.
B. Field Review to identify project features, and in particular, focus on factors that
could affect the project.
C. Obtaining and reviewing existing reports, studies, mapping and other information.
Prepare complete mapping of the project limits to include in the analysis.
D. Identifying and analyzing additional data to prepare the PSRlPR, such data may
include, but is not limited to:
. hazardous material/waste information
· preliminary materials (geotechnical) information
· environmental resources inventory and issues
. landscape information
· traffic data (existing and forecasted traffic, level of service, capacity adequacy,
operational analysis, accidents, etc.)
. preliminary structure studies
. right of way and utility considerations
. land use
. scheduling
E. Performing Initial Engineering Studies, Development of Alternatives, Cost
Estimates, and Schedules. Alternatives must meet project goals, be cost
effective, and avoid or minimize environmental and right-of-way impacts.
F. Preparation of Geometric Approval Drawings (GAD) and a Modified Access Report
(MAR) to be approved by Caltrans and FHWA.
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G. Cost estimates for each alternative, including examining impacts and associated
mitigating costs for:
. Environmental/Hazardous Materials
. Traffic
. Electrical
. Structures
. Materials
. Landscaping
. Permits
. Local and Regional Input
. Right of Way
. Design Standards
. Roadway Improvements
H. Completing the PSRlPR after developing feasible alternatives and analyzing
impacts, with such alternatives included in the PSRlPR.
I. PSRlPR review and including necessary revisions to obtain approval from
Caltrans, City, and other impacted agencies and parties (see Appendix
"A").
J. Environmental Documentation
Among the purposes for the Scope of Work is to produce a combined PSRJPR. By
definition for this combination the project must be cleared by a NEPA Categorical
Exclusion and a CEQA Categorical Exemption. The consultant will provide reports and
research necessary. including completing the Environmental Significance Checklist (see
Appendix "B"), as early as possible, for Caltrans to make that determination. If the
review of this data reveals the necessity to take additional steps to obtain the
environmental clearance for the project, and a Categorical Exclusion is not possible, the
consultant will be given additional direction with regard to project scope.
K. Quality Assurance
CONSUL T ANT has total responsibility for the accuracy and completeness of all reports,
calculations, and related documents furnished under this Scope of Services.
3. PROPOSAL FORMAT
Please submit your proposal in the format specified below:
Cover Letter
This should be a summary emphasizing the strong points of the project team and the firm's
experience.
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Contents
Include contents of proposal.
Scope of Work
While the City's RFP includes a scope of work expected of the Consultant, it shall be the
consultant's responsibility to provide all necessary services, whether listed or not in the RFP.
The consultant shall provide a detailed scope of work for its services associated in preparation
and successful processing of a PSR/PR; including presentation of CEQA and NEPA
documents for adoption by the lead agency.
Schedule
Provide a detailed schedule showing tasks and milestone completion dates.
Project Team and Resumes
Provide information on project team members, an organization chart showing the names and
responsibilities of key personnel, and resumes of key personnel. .
Relevant Experience and References
Provide references by 3 government agencies
Fee
Provide in a separate sealed envelope a proposed fee, broken by tasks and personnel for the
project.
4. EVALUATION CRITERIA
The proposals will be evaluated based upon several factors. These factors include the format,
organization, and presentation of the proposal, the qualification and experience and knowledge
of the project staff, and the experience in the processes and procedures of the involved in
preparing and successfully securing approval of RFP's.
The following is the types of items, which will be used to evaluate and select the consultant:
Understanding of the work to be done
Experience and Qualifications of proposed staff
References/Performance on previous projects
Compliance with RFP requirements
5. SELECTION PROCESS
City and Caltrans staff will review all proposals. Based upon the individual evaluations of
those reviewing the proposals, the top three ranking proposals may be invited to an interview
by the City. After selection, staff recommendation will be forwarded to the City Council for
action.
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6. INSURANCE REQUIREMENTS
The Consultant will be required to maintain in force at all times during the performance of their
work the following policy or policies of insurance covering its operations:
a. Comprehensive General Liability, including contractual liability, products and completed
operations and business automobile liability, all of which will include coverage for both
bodily injury and property damage with a combined single limit of two million dollars.
The City shall be named as "additional insured" on all policies required to be furnished.
b. Professional liability coverage with limits not less than two million dollars.
c. Workers' Compensation coverage at statutory limits.
7. AGREEMENT
The selected Consultant shall execute the attached Agreement with the City.
8. PROPOSAL SUBMITTAL PROTOCOL
Five (5) copies of proposals must be Proposals must be submitted to:
Mark Lancaster, Deputy Director/City Engineer
City of San Bernardino
Development Services Department
300 North "0" Street
San Bernardino, CA 92418
In order to be considered in the selection process, the proposals shall be received by the City
at the above address no later than 3:00 p.m., October 15, 2004.
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APPENDIX "A"
The following is an outline of a PSRlPR: (See Appendix "A")
· Introduction
· Background
· Need and Purpose
· Alternatives
· System Planning
· Hazardous MaterialiWaste
· Traffic Management Plan (TMP)
· Funding/Scheduling
· Caltrans District Contact
· Registered Civil Engineer Stamp/Certification
· Environmental documentation
· Environmental Clearance
AppcDdix A
Combined Project Study ReportlProject Report
APPENDIX A - Preparation Guidelines for
Combined Project Study Report/Project Report
ARTICLE 1 - Overview
Use of Combined PSRlPR
"
':JI~.:
These guidelines provide a shonened form _and outline to be used with the
procedure desaibed in Chapter 9, Article 12, of this manual. They satisfy the
requirements for both a Project Study Report (PSR) and a Project Report (PR).
For SpedaI Funded Projects
The Combined Project Study Report/Project Report (Combined PSRlPR) was
developed in an effort to stn'-.am1ine the project development process for non
complex, non controversial projects on State highways that are 100 percent funded
by others. It applies to projects that have an esrimllfl'(f construction cost over
$1,000,000 for work within the existing or to be dedicated Stale right of way. In
addition , the project must comply with the staled criteria i~i7.ed in Chapter 9,
Article 12, of this manual. It may also be used as a project report for some projects
costing more than $300,000 that are too complex to use a PEER format
Can be Used for Some Caltrans Projects
The Combined PSRlPR may also be used for Caltrans' projects that meet the same
stated criteria in Otapter 9, Article 12, provided they also meet the criteria necessary
for programming of the project; i.e., justification for the project, a good cost
estimate, identification of support costs, and proposed funding. In both cases, the
District Directors have approval authority of the document
Applicant Completes Combined PSRlPR
For special funded projects. it is intended that the sponsor prepare the Combined
PSRlPR. However, this is not intended to preclude the district from preparing a
Combined PSRlPR instead of the sponsor, provided the disaict has sufficient
resources and PYs to meet the applicant's schedule and thaI there is no significant
difference in the amount of work required to do a PSR and that needed to do a
Combined PSRlPR.
Further, even if a project does not meet the criteria stated in Chapter 9, Article 12,
for using the Combined PSRlPR fOrmal, there is no intent to preclude the disaict or
a sponsor from combining the content required for a PSR and that required for a PR
into a single report, as described in Chapter 9, Article 17, provided circumstances
are such that two reports are not necessary, and the PO Coordinator concurs.
When the Permit Engineer determines that an applicant's proposed project meets the
....~teria ior a Combined PSRJPR, a Special Funded Project Coordinator should be
Project Development Procedures Manual
111197
A.)
~'n
. Project Development InitiatiOD IDd Approval Reporu
designated. This Coordinator will be the contact person for the applicant The
SpcciaJ Funded Project Coordinator and other potentially involved Caltrans'
functional units should meet with the applicant and appropriate local agency
personnel to discuss the project and Caltrans' process. Following this meeting, the
applicant will prepare a Combined PSRlPR
Although the applicant is to submit the permit application with the Combioed
PSRlPR. the application will Dot be considered complete until the Combined
PSRIPR is approved. The approved Combined PSRlPR is then the authorization to
enter into a Cooperative or Highway Improvement ~t applicable, as
appropriate, for the design and construction of the State Highway.
FoUowiDg the Outline
In completing this document, it should be recognized that only the infomwion that
is "M-upIiate for the proposed project needs to be included. In addition, in
JRparing a PR Cost Estimate for the project, as described in Chapter 20, Section 2,
Article 5. and in Appendix AA, Dot all of the items listed in the "Cost Ectimllf.."
foanat will be present Therefore, it may Dot always be appropriate to attach the
staadard estimate form. Quantities can be slUlUDarized as 10Dg as there is sufficient
detail to verify the project scope and COSt Likewise, the "Right of Way Data Sheet"
mayor may not be appropriate for all projects.
The Combined PSRlPR is to be prepared and submitted using the outline included
It the end of this Appendix. The following he2i1ings in Article 2 correspond to
specific topics thaI are to be di~lSsed in the submittal.
ARTICLE 2 - Item-by-Item Guidelines for Using
Combined PSRlPR
~~
'.~
Cover Sheet
AD Combined PSR/PRs should have a standard Cover sheet to provide project
identification information and signatures. Information to be provided includes the
following:
Applicant Portion
The Applicant completes the following items all in the white portion of the form:
· Applicant
Name of agency or organization submitting permit proposal.
· Date
· Date of submittal
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AppeDdix A
Combined Projecl Study Repon/Projecl RCpon
· District-County-Route-Kilometer Post (post Mile) [Dist-CO-Rte-
KP(PM) ]
The Kilometer Post should be given to the nearest 0.1 kilometer; if the
project is 0.2 kilometers or more in length, give both the beginning aud
ending Kilometer Posts. Post Miles should follow the Kilometer Posts
if needed for continuity of f1le references or other reasons.
· Prepared by
Name of individual who prepared this report and who should be
contacted regarding the proposal.
· Title
Title of individual preparing the proposal.
· Brief Project Description
A brief written description of the project limits that corresponds to the
Kilometer Posts given above aud ties the limits to commonly known
physical features on the ground that can be identified on available
mapping.
..,....
(:S:~~
· Registered Engineer Stamp
The Combined PSRlPR must be prepared by a California registered civil
engineer. The stamp or seal and signature must be placed on the first
page of the report, in the space provided.. The stamp aud signature is
that of the registered engineer representing the local agency or applicant
and who is in responsible charge of the proposed project.
Caltrans Portion
The gray portion of the form is completed by Caltrans:
· Permit Number (If appropriate)
Permit number assigned to permit application by District Permit Office.
· FA
The multiphase Expenditure Authorization (EA), using the "0" phase for
the project. However, if the project is an encroachment permit project.,
as defmed in Chapter 2, Section 5, costing $1 million or less, for which
a PEER is not appropriate, the charges should be treated as for an
encroachment peIlllit project. An encroachment permit EA should be
used to charge costs for the permit review process as spelled out in
Chapter 2 of the En4Toachment Permits ManuaL
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A-S
App-tfi.....
Project Development Initiation and Approval Repons
· Caltrans Responsible Unit
"')
The unit source code of the registered engineer in the ftmctional unit
assigned to review the project, or the unit source code of the Caltrans
Special Funded Projects Coordinator or the Caltrans Project Manager.
· Project Manager Recommendation
The signature of the Project Manager recommending approval and
indicating thaI all needed engineering and environmental studies have
been completed.
· Environmental Status
A statement signed by the Environmental Branch Chief with the
lplJlopliate box checked indicating the environmental status of the
process.
. Right of Way Statement
A ~lIt'"'"""t signed by the District Division Chief for Right of Way
indicating the review of the right-of-way information contained in the
PR and the R/W data meet attached to it, and a finding that the data is
complete. current and accurate.
. Project Approval
The approval of the State highway portion of the project with the
appropriate box checked, signed and dated by the District Director or by
a District Division Olief to whom thaI authority has - been officially
delegated. Indicate the title or position of the individual who signs.
Indicate which loca1agency approved the EIR or ND if appropriate.
The date of signing becomes the official project approval date for
considering the application to be complete. The approval is the
authorization to enter into any described preapproved Cooperative or
Highway Improvement Agreement . as appropriate. for the desi~ and
construction of the Stale Highway.
Q1
1. PROPOSAL
Describe the proposal, esrimllt~d cost, and schedule for completion.
2. EXISTING FACILITY
Descn"be the existing highway facility and the impact of proposed work on future
State highway operation and safety, as well as future maintenance costs and
responsibilities.
3. DEFICIENCIES
Describe the deficiencies or concerns being addressed. Discuss any issues and
adjacent land-use proposals.
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Appendix A
Combined Project SlUdy Rcpon/Projec:t ~
4. ENVIRONMENTAL STATUS
Discuss the environmental status. If a city, county, or otbcr agency is involved in
environmental process, attach the approved copy of the Categorical Exemption
Detennination. Negative Declaration or Environmental Impact Repon, and if a NOD
is required to be filed, the date of such filing.
If Caltrans is the lead agency for CEQA. attach an Environmental Significance
Oecklist, to assist Caltrans in making the environmental determination. . If Fedcra1
environmental approval is required, this approval shall be obtained prior to approval
of the Encroachment Permit .
5. TRAFFIc AND ACCIDENT DATA
Traffic and accident data shall be provided for projects that have the p"....tial to
~ Stare highway capacity, safety, or that ~ Caltrans flexibility to provide
for future capacity. The traffic data should provide current and forecasted (design
year) values for Average Annual Daily Traffic (MDl), peak hours, and peak-hour
directional split. (Include percentage of trucks, if applupliate.) Caltrans will
provide the most recent tine-year accident histoI)' upon request The accident data
shou1d appear in the report as follows:
:.~~~
.-~~
TOTAL ACTUAL RATES A VERAGE ItA TES
LOCA. nON No. .Jper million vehicle 1ci1ometetll ~ million vehicle lciJometers)
(XP to 10') or F. F + I .. Total... F. F + I .. Total...
Ace.
.
..
...
Fatalities
Fatalities plus Injuries
All reponed accidents
6. TRAFFIC SIGNALS
If new or revised traffic signals are involved, discuss the following:
· Signal Warrants
· Capacity analysis
· Safety analysis
· Ownership and maintenance provisions
7. NON STANDARD DESIGN FEATURES
If nonstandard mandatoI)' and/or advisory design features are involved, discuss any
exceptions requested. PrOvide date of Fact Sheet approval.
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AJI'P"O)di,{ef
Pro;ect Development Initiation and Approval Reports
8. IMPACT ON RAILROADS
....
Discuss any railroad involvement.
9. IMPACT ON UTILITIES
Discuss any impact on utilities. Exceptions to Calr:rans enaoachment policy shall
be approved prior to approval of the Combined PSRlPR.
10.. STRUCTURES
Describe any proposed work on, or around, existing structures.
11. mGHWAY PLANTING
Describe any proposed new or replacement highway 'planting, or the extent or"
existing planting that will be removed.
12. PERMITS
Discuss status of any required permits from other agencies relating to the proposed
work within the State right of way.
13. RIGHT OF WAY REQUIRED
Describe the need for, and the status of, any additional right of way to be acquired t!)
for Stale highway purposes.
14. HAZARDOUS MATERIALS
If dedicated right of way, excavation, and/or structure demolition or modification
are involved, discuss potential hazardous materials and attach an Initial Site
Assessment (ISA).
15. REMARKS
Discuss any additional items that are important to the project If significant
CODSbUCtion delays ~ anticipated, discuss mitigating construction traffic handling
practices. such as lane closures, detours, and work-hour restrictions.
Anaclunents
The following attachments shall be included with the Combined PSRlPR:
· Appropriate maps (location, geometric, etc.)
· Typical cross section(s)
· Appropriate environmental documentation. as outlined above
· PR Cost Estimate (see Chapter 20, Section 2, Article 5 and Appendix
AA)
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App-di~ A
Combined Project Study ReportIProjcct Report .
· Executed Preapproved Cooperative or Highway Improvement and
Escrow Agreement
. Signal Warrants, if appropriate
· Right afWay Data Sheet, if appropriate (see Appendix JJ)
· Initial Site Assessment, if applopriate
~~;
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A-9
Aw-"i"-
Project Development Initiation and Approval Repons
STATE OF CALIFORNIA. DEPARTMENT OF TIlANSPORTATION
COMBINED PROJECf S111DY REPORTIPROJECT REPORT (PSRlPR)
APPUCANT
DA1E
DISTICOIRTEIKP(PM)
')
PREPARED BY
BRIEf PROJECT DESCRIPTJON
1ll1..E
RECiS'l'BED ENGINEER Sf AMP
PERMIT NO. (If 1ppI'llpria&c)
fA
CALTRANS RESPa6IBLE UNIT
PROJECTMANACifR RECOMMENDATION 0\1E
1TIlZJPOSITJON UNIT
ENVIRONMR\1r.u STAnJS
Based OD tile informariOD submi1ud, 1 hne defmnioecl
-. Projea is c:atqurially Cllempt WJdc:r tile Sure CEQA
- c:iuiddiDes
· FiaaI EIR (or NO) .....-..d for die projeCl compIics
with CEQA aDd me Stare CEQA Gui~Im-
"Q-
;. .~.
~L
EaYinmmeDlaI BBDCh Cbief
RIGHT OFW A Y cz.x I lI-l("'....AnoN
1 ItleSt 10 the lechDial iDformation contained
berei..D and the cn(iDccriDc data upon whic:h
recommendations. conclusions. and dec:isions
were based.
"I have rcvicwl/lCl me riJbt~(--r infonnaDoo c:ootainl/lCl
in this Projea R.epon and the Right ofWIY Data Sbeet
m.cbed hc:zeco. aacI fiDd me data 10 be compIecc. c:um:nl.
IDd acxurze."
Disaic:t DivisiOD OIid for Right of WIY
SDiAllJRE
PROJF.r.r APflRnv AI.
· I have ~Iidcnd tbe infllnlWicm CODtaiDed in the
FiaaI ElK or NO prepand by
Ooc:al aceucy) IDd 1 IpprOve lbe Sure highway
lEGISmlED CIVIl.. ENGINEEIl ponioo of the project.
· 1 approve the project.
SlGNAnJRE
DAn
1TI1EPOSJTION
Dot. n
7his form is 10 b~ llSed ar Ih~ cover shut for the Combined PSR/PR. The shaded area is to be
fiUed in by Caltran.s. Pleare uu the outline on the following page to complete the repon.
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Project Development Procedures ManlW
I. PROPOSAL
2. EXISIlNG F ACII..!TY
3. DEFICENaES
4. ENVIRONMFNrALSTAnIS
s. O'THER INR:lRMATION (WHEN APPROPRlA TE)
11W'FlC AND ACClDENTDATA
lRAFFlC SIGNALS
NONSI'ANDARD DESIGN FEA TIJRES
IMPACT ON RAIlROADS
IMPACT ON UJ1UI1ES
sn.UCTIJRES
HIGHWAY R.ANI1NG
PERMITS
RIGHTOFW A Y REQUIRED
REMARKS
ATTAOfMENTS
&. LOCAilON MAP
b. GEOME'I1UC PLAN(S)
c. TYPICAL CROSS SECllON(S)
d. ENVIRONMENrAL DOCUMENTATION
e. PR COSTESIlMAlE
- Outline
AppeDdix A
Combined Project Study ReponlProject Report
f. EXEClTIED PREAPPROVED COO~TIYE OR HIGHWAY IMPROVEMFNT AND ESCROW
A~
h. R/WDATASHEET
g. SIGNAL WARRANTS (IF APPROPRlA TE)
ornER: (list)
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A-II
Pan 2 - The Project Development Process
site basis. Standard Plan H8 should be considered for use as 4
appropriate. The geometric design shall be reviewed by either the
Geomeuic Reviewer or the PD Coordinator to obtain their design
concurrence and approval of any nonstandard mandatory design fearures
proposed. The structural section for the pullout should be consistent
with the shoulder structural section.
ARTICLE 12 - Combined PSRlPR for Certain 100%
Local-Funded Projects
Applicability
The purpose of the Combined Project Study ReportlProject Report (PSR/PR) is to
streamline the project development process by providing for the preparation of a
single engineering report for noncomplex, noncontroversial State highway projects
that an: funded by others and that cost over $1,000,000 for constrUction. The
Combjned PSR/PR documents agreement on the scope and estimated cost. The
Combined PSRlPR eIiminates the separate processing of a PSR and should
expedite project delivery. It constitutes project approval to proceed with design and
as such serves as the Project Report. Although one report is prepared, it is
expected that the report will address issues affecting operation, maintenance, and
any potential tort liability on the State highway, and that the proposed work will
conform to current Caltrans policies, practices, and standards.
A Permit Engineering Evaluation Report (PEER) is 'normally used for projects
costing SI.000,OOO or less (see Article 13). However, for pennit proposals that are
too complex to be adequately documented in a PEER, the District may utilize the
Combined PSR/PR format as a Project Report instead of a PEER.
Neither a Combined PSR/PR nor a PEER is required for utility and drainage
encroachment work within the right of way. This work is handled by the normal
encroachment permit process.
e
Format for Combined PSR I PR Report
The format for a Combined PSR/PR is included in Appendix A of this manual.
Combined PSR I PR Usage Criteria
A Combined PSR/PR may be used for projects funded by others if the project
complies with the following criteria:
· Project is not capacity increasing (will not add through-mixed-flow
lanes, other than short gap closures).
· Project qualifies as a Categorical Exemption (if Caltrans will be the Lead
Agency for the CEQA).
e
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'.
~_:c,~~
"..,.-~
~:~
e
i
..;~,
e
Chapter 9 - Project Initiation
Anicle 12 - Combined PSRlPR for Certain 100% Local-Funded Projects
· There must be only one "build" alternative.
OR
The local agency is the Lead Agency for Environmental Clearance and
has filed a Notice of Detennination (NOD).
· Exceptions to mandatory and advisory design standards shall be
approved prior to approval of the Combined PSRJPR. Any nonstandard
features identified after approval of the Combined PSRlPR shall be
approved prior to approval of the contract plans by the State, and prior
to issuance of the encroachment permit.
· No right of way acquisition by Caltrans or Relocation Assistance
Program (RAP) involvement.
· No California Transportation Commission (CTC) approval required for
route adoption or new public road connections to access controlled
highways.
· Exceptions to Caltrans encroachment policy shall be approved prior to
approval of the Combined PSRlPR.
Typically, "noncomplex, noncontroversial projects" will not involve new, non-
dedicated right of way, hazardous waste, significant environmental impacts, public
hearings for consideration of State highway improvements, non-standard
maintenance agreement features, or ton liability concerns.
A Combined PSR/PR may generally be used for the following types of
noncomplex, noncontroversial projects: channelization and restriping, widening,
curbs and gutters, auxiliary and turning lanes, signal installation or modification,
ramp modifications, landscaping, minor vertical and horizontal realignments,
retaining walls, most interchange modifications, and overcrossings or
undercrossings that are not part of an interchange.
Right of Way and Access Control
If the proposed permit work involves dedication of additional right of way along the
access control line - without any reduction in access restrictions _ separate District
Director concurrence is not needed. mvolvement of the PD Coordinator or
Geometric Reviewer should be sought when substantial modifications in the access
control are proposed Where access control is involved, the dedication shall
specifically provide for access control, and right of way record maps shall be
updated. A map or paper shifting of the access control line is nOl legally binding.
The restriction must be contained in the deed or quit claim between local agencies
and Caltrans. For changes in access control and disposal of right of way, refer to
the Chapter 26 of this manual, entitled "Disposal of Rights of Way."
Combined PSR / PR Procedure
Upon receiving the "Standard Encroachment Permit Application", the district's
single point of contact (usually the- District Permit Engineer) will verify that the
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Pm 2 - The Project Development Process
project cost is more than $1,000,000 or that it is otherwise not appropriate for C
processing as a PEER. A critical review of proposed PEER projects costing les~
than $1,000,000 should be made to assure that PEER processing won't be nullified
at a later date due to cost increases resulting from required scope changes, bener
estimates, or some other reason, or that PEER processing is not appropriate
because the proposal is too complex.
Once verified, the district responsible unit assigned by the District Permit Engineer
will be notified so that a Special Funded Project Coordinator (SFPC) can be
assigned to coordinate the project approval. Communication between the SFPC.
the District Permit Engineer, the applicant, and appropriate district functional units
such as the environmental, sttuctures and traffic units is essential to expedite this
process.
"
"
~
.~
A meeting of the applicant and all involved units should be held to determine the
type of project approval and environmental documentation needed and to defme.
. roles and responsibilities.
The SFPC will provide a copy of the Combined PSRJPR outline to the applicant.
The appropriate type of pre-approved cooperative or highway improvement
agreement should be identified and given to the applicant for completion, execution.
and submittal with the combined PSR/PR. The SFPC should document this
meeting with a letter to the applicant. Once the applicant completes and submits the
Combined PSR/PR, the SFPC should distribute the document for review by all
involved Caltrans units.
The time needed to review and approve the Combined PSR/PR will depend on the e
completeness, scope, and complexity of the work. If a Combined PSRJPR is
appropriate, the application is not considered complete until the approval of the
PSR/PR. The responsible SFPC will notify the applicant of the expeCted
completion date and whether additional information is needed.
The District Director (or designee) is responsible for the approval of the Combined
PSR/PR. After approval, two copies of the final document should be forwarded to
DLPP, Attention: Project Report.
The approved Combined PSRlPR is the authorization to enter into a preapproved
cooperative or highway improvement agreement for the design and consttuction of
the State highway. Refer to the Cooperative Agreement Manual for the appropriate
preapproved document:
ARTICLE 13 - PEER for Encroachment Pennit Projects
Choosing the Correct Report
A Project Study Report (PSR) is not required if a State highway improvement to be
funded by others has an escalated construction cost of $1.000,000 or less for
projects where the local entity or a developer undertakes prelirninaryand
consttuction engineering via the encroachment permit process. Instead, a Permit _
Engineering Evaluation Report (PEER), or occasionally a Combined PSRlPR or .
Project Report (PR), should be prepared, The following paragraphs describe the
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Project Development Procedures Manuai
ENVIROl't1\1ENTAL SIGNIFICANCE CHECKLIST
APPE~DIX "B"
This checklist identifies physical, biological, social and economic factors that might be
affected by the proposed project. In many cases, background studies performed in connection with
the projects indicate no impacts. A NO IMPACT answer in the last column reflects this
determination. Where there is a need for clarifying discussion, the discussion is included in Section
VI following the checklist. The words "significant" and "significance" used throughout the
following checklist are related to CEQA, not NEP A, impacts.
I. AESTHETICS -- Would the project:
a) Have a substantial adverse effect on a scenic vista?
b) Substantially damage scenic resources, including, but
notlirnited to, trees, rock outcroppings, and historic
buildings within a state scenic highway?
c) Substantially degrade the existing visual character or-
quality of the site and its surroundings?
d) Create a new source of substantial light or glare which
would adversely affect day or nighttime views in the
area?
II. AGRICULTURE RESOURCES: In determining
whether impacts to agricultural resources are significant
environmental effects, lead agencies may refer to the
CalifomiaAgricultural Land Evaluation and Site
Assessment Model (1997) prepared by the California
Dcpt. of Conservation as an optional model to use in
assessing impacts on agriculture and farmland. Would
the project:
a) Convert Prime Farmland, Unique Farmland, or
Farmland of Statewide Importance (Farmland), as shown
on the maps prepared pursuant to the Farmland Mapping
and Monitoring Program of the California Resources
Agency, to non-agricultural use?
b) Conflict with existing zoning for agricultural use, or a
Williamson Act contract?
c) Involve other changes in the existing environment
which. due to their location or nature, could result in
conversion of Farmland, to non-agricultural use?
III. AIR QUALITY -- Where available. the significance
criteria establIshed by the applicable air quality
management or air pollution control district may be
relied upon to make the following determinations_ Would
the project: .
Less Than
Significant
Potentially With Less Than
Significant Mitigation Significant No
Impact Incorporation Impact Impact
D D D D
D D D D
D D D D
D D D D
D
D
D
D
D
D
D
D
D
D
D
D
Less Than
Significant
Potentially With Less Than
Significant Mitigation SIgnificant No
Impact Incorporation Impact Impact
a) Conflict with or obstruct implementation of the D D D D
applicable air quality plan?
b) Violate any air quality standard or contribute 0 0 0 0
substantially to an existing or projected air quality
violation?
c) Result in a cumulatively considerable net increase of D D D D
any criteria pollutant for which the project region is non-
attainment under an applicable federal or state ambient
air quality standard (including releasing emissions which
exceed quantitative thresholds for ozone precursors)?
d) Expose sensitive receptors to substantial pollutant D 0 D D
concentrations?
e) Create objectionable odors affecting a substantial D D D D
number of people?
IV. BIOLOGICAL RESOURCES -- Would the project:
a) Have a substantial adverse effect. either directly or _ D D D D
through habitat modifications, on any species identified
as a candidate, sensitive. or speciaJ status species in
local or regional plans, policies, or regulations, or by the
California Department of Fish and Game or U.S. Fish and
Wildlife Service?
b) Have a substantial adverse effect on any riparian D D D 0
habitat or other sensitive natural community identified in
locaJ or regional plans, policies, regulations or by the
California Department ofFish and Game or US Fish and
Wildlife Service?
c) Have a substantial adverse effect on federally D D D D
protected wetlands as defined by Section 404 of the
Clean Water Act (including, but not limited to, marsh,
vernal pool, coastal, etc.) .through direct removal, filling,
hydrological interruption, or other means?
d) Interfere substantially with the movement of any native D D D D
resident or migratory fish or wildlife species or with
established native resident or migratory wildlife corridors,
or impede the use of native wildlife nursery sites?
e) Conflict with any local policies or ordinances D 0 D D
protecting biological resources, such as a tree
preservation policy or ordinance?
f) Conflict with the provisions of an adopted Habitat D D D D
Conservation Plan, Natural Community Conservation
Plan, or other approved local. regional, or state habitat
conservation plan?
Less Than
Significant
Potentially With Less Than
Significant Mitigation Significant No
Impact Incorporation Impact Impact
V. CULTURAL RESOURCES h Would the project:
a) Cause a substantial adverse change in the D D D D
significance of a historical resource as defined in
S 15064.5?
b) Cause a substantial adverse change in the D D D D
significance of an archaeological resource pursuant to
S 15064.5?
c) Directly or indirectly destroy a unique paleontological D D D D
resource or site or unique geologic feature?
d) Disturb any human remains, including those interred D D D D
outside of formal cemeteries?
VI. GEOLOGY AND SOILS -- Would the project:
a) Expose people or structures to potential substantial
adverse effects, including the risk of loss, injury, or death
involving:
-
i) Rupture of a known earthquake fault, as delineated on D D D D
the most recent Alquist-Priolo Earthquake Fault Zoning
Map issued by the State Geologist for the area or based
on other substantial evidence of a known fault? Refer to
Division of Mines and Geology Special Publication 42.
ii) Strong seismic ground shaking? 0 D D 0
iii) Seismic-related ground failure, including 0 D D 0
liq uefaction?
iv) Landslides? 0 D D 0
b) Result in substantial soil erosion or the loss of topsoil? D D D D
c) Be located on a geologic unit or soil that is unstable, 0 D D D
or that would become unstable as a result of the project,
and potentially result in on- or off-site landslide, lateral
spreadmg, subsidence, liquefaction or collapse?
d) Be located on expansive soil, as defined in Table 18- 0 D D D
I-B of the Uniform Building Code (1994), creating
substantial risks to life or property?
e) Have soils incapable of adequately supporting the use 0 D D D
of septic tanks or alternative waste water disposal systems
where sewers are not available for the disposal of waste
water?
Less Than
Significant
Potentially With Less Than
Significant Mitigation Significant No
Impact Incorporation Impact Impact
VII. HAZARDS AND HAZARDOUS MATERIALS-
Would the project:
a) Create a significant hazard to the public or the 0 D D D
environment through the routine transport, use, or
disposal of hazardous materials?
b) Create a significant hazard to the public or the D 0 D D
environment through reasonably foreseeable upset and
accident conditions involving the release of hazardous
materials into the environment?
c) Emit hazardous emissions or handle hazardous or 0 0 0 D
acutely hazardous materials, substances, or waste within
one-quaner mile of an existing or proposed school?
d) Be located on a site which is included on a list of 0 0 0 D
hazardous materials sites compiled pursuant to
Government Code Section 65962.5 and, as a result,
would it create a significant hazard to the public or the _
environment?
e) For a project located within an airport land use plan 0 D D D
or, where such a plan has not been adopted, within two
miles of a public airport or public use airport, would the
project result in a safety hazard for people residing or
working in the project area?
t) For a project within the vicinity of a private airstrip, 0 0 D D
would the project result in a safety hazard for people
residing or working in the project area?
g) Impair implementation of or physically interfere with D 0 D D
an adopted emergency response plan or emergency
evacuation plan?
h) Expose people or structures to a significant risk of loss, 0 D D D
injury or death involving wildland fires, including where
wildlands are adjacent to urbanized areas or where
residences are intermixed with wildlands?
VIII. HYDROLOGY AND WATER QUALITY -- Would the
project:
a) Violate any water quality standards or waste discharge D D D D
requirements ?
b) Substantially deplete groundwater supplies or interfere 0 D D D
substantially with groundwater recharge such that there
would be a net deficit in aquifer volume or a lowering of
the local groundwater table level (e.g., the production
rate of pre-existing nearby wells would drop to a level
which would not support existing land uses or planned
uses for which permIts have been granted)?
Less Than
Significant
Potentially With Less Than
Significant Mitigation Significant No
Imp~ct Incorporation Impact Impact
c) Substantially alter the existing drainage pattern of the D 0 D D
site or area, including through the alteration of the
course of a stream or river, in a manner which would
result in substantial erosion or siltation on- or off-site?
d) Substantially alter the existing drainage pattern of the 0 0 0 0
site or area, including through the alteration of the
course of a stream or river, or substantially increase the
rate or amount of surface runoff in a manner which would
result in flooding on- or off-site?
e) Create or contribute runoff water which would exceed 0 0 0 D
the capacity of existing or planned stormwater drainage
systems or provide substantial additional sources of
polluted runoff?
f) Otherwise substantially degrade water quality? 0 0 0 D
g) Place housing within a lOO-year flood hazard area as 0 D 0 D
mapped on a federal Flood Hazard Boundary or Flood _
Insurance Rate Map or other flood hazard delineation
map?
h) Place within a lOO-year flood hazard area structures 0 0 D 0
which would impede or redirect flood flows?
i) Expose people or structures to a significant risk of loss, 0 0 0 D
injury or death involving flooding, including flooding as a
result of the failure of a levee or dam?
j) Inundation by seiche, tsunami, or mudflow? D 0 D 0
IX. LAND USE AND PLANNING - Would the project:
a) Physically divide an established community? D D 0 D
b) Conflict with any applicable land use plan, policy, or 0 D 0 0
regulation of an agency with jurisdiction over the project
(including, but not limited to the general plan, specific
plan, local coastal program, or zoning ordinance)
adopted for the purpose of avoiding or mitigating an
environmental effect?
c) Conflict with any applicable habitat conservation plan 0 0 0 0
or natural community conservation plan?
X. MINERAL RESOURCES -- Would the project:
a) Result in the loss of availability of a known mineral 0 0 0 0
resource that would be of value to the region and the
residents of the state?
b) Result in the loss of availability of a locally-important D D 0 0
mineral resource recovery site delineated on a local
general plan. specific plan or other land use planry
Less Than
Significant
Potentially With Less Than
Significant Mitigation Significant No
Impact Incorporation Impact Impact
XI. NOISE-
Would the project result in:
a) Exposure of persons to or generation of noise levels in D D D D
excess of standards established in the local general plan
or noise ordinance. or applicable standards of other
agencies?
b) Exposure of persons to or generation of excessive D D D D
groundbome vibration or groundbome noise levels?
c) A substantial permanent increase in ambient noise 0 D D D
levels in the project vicinity above levels existing without
the project?
d) A substantial temporary or periodic increase in D D D D
ambient noise levels in the project vicinity above levels _
existing without the project?
e) For a project located within an airpon land use plan 0 D D D
or. where such a plan has not been adopted. within two
miles of a public airpon or public use airpon. would the
project expose people residing or working in the project
area to excessive noise levels?
f) For a project within the vicinity of a private airstrip. 0 D D D
would the project expose people residing or working in
the project area to excessive noise levels?
XII. POPULATION AND HOUSING -- Would the project:
a) Induce substantial population growth in an area, D D D D
either directly (for example. by proposing new homes and
businesses) or indirectly (for example. through extension
of roads or other infrastructure)?
b) Displace substantial numbers of existing housing. 0 D D D
necessitating the construction of replacement housing
elsewhere?
c) Displace substantial numbers of people. necessitating 0 D D D
the construction of replacement housing elsewhere?
Less Than
Significant
Potentially With Less Than
Significant Mitigation Significant No
Impact Incorporation Impact Impact
XIII. PUBLIC SERVICES
a) Would the project result in substantial adverse
physical impacts associated with the provision of new or
physically allered governmental facilities, need for new
or physically altered governmental facilities, the
construction of which could cause significant
environmental impacts, in order to maintain acceptable
service ratios, response times or other performance
objectives for any of the public services:
Fire protection? 0 0 0 0
'. Police protection? 0 0 0 0
~. ,:1 0 0 0 0
Schools?
Paries ? 0 0 0 0
Other public facilities? 0 0 0 0
XIV. RECREATION-
a) Would the project increase the use of existing 0 0 0 0
neighborhood and regional parks or other recreational
.' facilities such that substantial physical deterioration of
the facility would occur or be accelerated?
b) Does the project include recreational facilities or 0 0 0 0
require the construction or expansion of recreational
facilities which might have an adverse physical effect on
the environment?
XV. TRANSPORTATIONrrRAFFIC -- Would the project:
a) Cause an increase in traffic which is substantial in 0 D 0 0
relation to the existing traffic load and capacity of the
street system (i.e., resull in a substantial increase in either
the number of vehicle trips, the volume to capacity ratio
on roads. or congestion at intersections)?
b) Exceed, either individually or cumulatively, a level of 0 0 0 0
service standard established by the county congestion
management agency for designated roads or highways?
c) Result in a change in air traffic patterns, including 0 0 0 0
either an increase in traffic levels or a change in location
that results in substantial safety risles?
d) Substantially increase hazards due to a design feature D 0 0 0
(e.g., sharp curves or dangerous intersections) or
incompatible uses (eg., farm equipment)?
e) Result in inadequate emergency access? D 0 0 0
f) Result if! inadequate parking capacity? 0 0 0 0
Less Than
Significant
Potentially With Less Than
Significant Mitigation Significant No
Impact Incorporation Impact Impact
g) Contlict with adopted policies, plans, or programs D D D 0
supporting alternative transportation (e.g., bus turnouts,
bicycle racks)?
XVI. UTILITIES AND SERVICE SYSTEMS -
Would the project:
a) Exceed wastewater treatment requirements of the D D D D
applicable Regional Water Quality Control Board?
b) Require or result in the construction of new water or 0 D D 0
wastewater treatment facilities or expansion of existing
facilities, the construction of which could cause
significant environmental effects?
c) Require or result in the construction of new storm 0 D D D
water drainage facilities or expansion of existing
facilities, the construction of which could cause
significant environmental effects?
d) Have sufficient water supplies available to serve the- D D D 0
project from existing entitlements and resources, or are
new or expanded entitlements needed?
e) Result in a determination by the wastewater treatment 0 0 0 D
provider which serves or may serve the project that it has
adequate capacity to serve the project's prOjected
demand in addition to the provider's existing
commitments?
f) Be served by a landfill with sufficient permined D D D D
capacity to accommodate the project's solid waste
disposal needs?
g) Comply with federal, state, and local statutes and D D D D
regulations related to solid waste?
XVII. MANDATORY FINDINGS OF SIGNIFICANCE-
a) Does the project have the potential to degrade the 0 0 0 D
quality of the environment, substantially reduce the
habitat of a fish or wildlife species. cause a fish or wildlife
population to drop below self-sustaining levels, threaten
10 eliminate a plant or animal community. reduce the
number or restrict the range of a rare or endangered plant
or animal or eliminate important examples of the major
periods of California history or prehistory?
b) Does the project have impacts that are individually D D D D
limited, but cumulatively considerable? ("Cumulatively
considerable" means that the incremental effects of a
project are considerable when viewed in connection with
the effects of past projects. the effects of other current
projects. and the effects of probable future projects)?
c) Does the project have environmental effects which D D 0 0
will cause substantial adverse effects on human beings.
either directly or indirectly?
AGREEMENT FOR PROFESSIONAL SERVICES
(FOR NON-FEDERALL Y FUNDED PROJECTS)
This AGREEMENT is made and entered into this
2004, by and between the CITY OF SAN BERNARDINO,
corporation, hereinafter referred to as the "CITY" and
hereinafter referred to as "CONSULTANT."
day of
California, a municipal
1. SCOPE OF SERVICES
Consultant shalI perform those services specified in the Proposal dated
for Professional Engineering Serv,ices attached and
incorporated herein Exhibit 1, anc;l as directed by thrCity of San Bernardino..
2. TERM OF AGREEMENT
........
....
The services Of Consultant are to corruherice after the City has authorized work to
start by issuance of a Noticeto Proceed. This Agreement shall expire one year
from the date of this Agreement unless extended by Written \agreement of the
. ,. . .
. . - - .
'. ..., .. .
parties. .
3. ST ANDARDOF PERFORMANCE
'.' .. .
. ...
Consultant shalIcompl~te allworkproduct and design in conformance with City
of San BemardinoStandard Specififatjonsand Standard Dra\\lngs.
. . .
4. CHANGES/EXTRA SERVICES
. .
, .
. . .
A. Performance of the work specified in the Proposal is made an obligation of
Consultant under this Agreement, subject to any changes made
subsequently upon mutual written agreement of the parties. Any change,
which has not been so incorporated, shall n~t be binding on either party.
5. COMPENSATION
A. The City shall reimburse the Consultant for actual costs (including labor
costs, employee benefits, overhead, profit, other direct and indirect costs)
incurred by the Consultant in performance of the work, in an amount
based on the Consultant's rate schedule attached hereto, except that
reimbursement shall not include courier services, mileage or
reimbursement for travel to the City to attend meetings or conduct the
activities. Actual costs shall not exceed the estimated wage rates and
other costs as set forth in the Proposal.
B. Said compensation shall not be altered unless there is significant alteration
in the scope, complexity or character of the work to be performed.
1-
\\caslor'<J,I]ubllc Works\RFP"2004\Draft Agre<:menl./.2 I S UOIV Loop On.lUmp doc
Agreement for Professional Services with
B. Said compensation shall not be altered unless there is significant alteration
in the scope, complexity or character of the work to be perfonned.
Any adjustment of the total cost of services will only be pennitted when
the Consultant establishes and City has agreed, in writing, that there has
been, or is to be, a significant change.
C. The Consultant is required to comply with all Federal, State and local laws
and ordinances applicable to the work. .
....
6.
PAYMENT BY CITY
A. Th~ billings for all serviceSrendered'.pursuarit to. this Agreement shall be
submitted mol1thlybyConsuJtantto City and shall be paid by City within
thirty (3.0) day~ after receipt Of s~, except~ng~y amoUnts disputed by
City,/Ali tasks as spt:cified inPrQposal shall bec:ompktedprior to final
pay~ent. '
. .... .
A. The DirectorofDevel9pment 'Servi(:es of Cityo~ his designee"sh~l have
the right Of general superVision'over all work perfonned by COnsultant
and shall . be City's agent_\~ithtespec(toobtai~ing Consultant's
compliance herehnder. 'NQ paymentfor any services 'rendered Under this
Agreement shall\be' made\ without prior,approval of the Director of
Development Services or hisdesignee../\
. .".", . . ", - - . ", .
7. SUPERVISION AND ACCEPT ANCEOFSERVICES
. .' .,"
8. COMPLIANCE WITH CIVIL RIGHTS LAWS AND AMERICANS WITH
DISABILITIES ACT
Consultant hereby certifies that it will not discriminate against any employee or
applicant for employment because of race, color, religion, sex, marital status,
national origin or disability. Consultant's hiring practices and employee policies
shall comply with applicable Federal, State and local laws. Such action shall
include, but not be limited to, the following: Recruitment and recruitment
advertising, employment, upgrading and promotion.
9. TERMINATION OF AGREEMENT
A. This Agreement may be tenninated by either party upon thirty (30) days
written notice in the event of substantial failure of the other party to
perfonn in accordance with the tenns of this Agreement. Each party shall
have twenty (20) days following date of such notice within which to
- 2 -
,
Agreement for Professional Services with
correct the substantial failure giving rise to such notice, Consultant hereby
covenants and agrees that upon termination of this Agreement for any
reason, Consultant will preserve and make immediately available to City,
or its designated representatives, maps, notes, correspondence, or records
related to work paid for by the City and required for its timely completion,
and to fully cooperate with City so that the work to be accomplished may
continue. Any subsequent use of such inco!l1plete documents shall be at
the sole risk of the City and City agre,es1o'hold harmless and indemnify
Consultant from any claim, losses(costs, ihcluding A~fJmey's fees, and
liability arising out of suchuse'~ ,,', '
B. This Agreemerl,t maybe terminated f~r,th~ convenience of the City upon
thirty (30) days written notice t~ Cpn~ltant. Up<m such notice,
C01lSuItaiitshaH provtde workpr~uct taCity and Citysh~l compensate
Consultant irithemaiiner set forth above. ",
'. . , '. . ',. ". "", .,
C. Following\the effectiv~date_ Of terminMion of. the, Agreem~nt pursuant to
this Section, the Agreement 'shall continue tmtilall obligatiorts arising
from such termination are satisfied.
,,'
10. CONTINGENCIES
'. ..._","... ..,
In the event that, due tOi;auses, beyohdthe co,ntrol o(~d without the fault or
negligence of Consultant, Consultantfail~ to!lleet'any of its obligations under this
Agreement, and such failure shall not't:<mstitute a default in performance, the City
may grant to Consultant such extensions of time and make other arrangements or
additions, excepting any increase in payment, as may be reasonable under the
circumstances. Increases in payment shall be made only under the "changes"
provision of the Agreement.
\.-
II. INDEPENDENT CONTRACTOR
Consultant shall act as an independent contractor in the performance of the
services provided for under this Agreement. Consultant shall furnish such
services in its own manner and in no respect shall it be considered an agent or
employee of the City.
12. ASSIGNMENT OR SUBCONTRACTING
Neither this Agreement, nor any portion thereof, may be assigned by Consultant
without the written consent of City, Any attempt by Consultant to assign or
- 3 -
Agreement for Professional Services with
subcontract any performance of this Agreement without the ,"TItten consent of the
City shall be null and void and shall constitute a breach of this Agreement.
13. NOTICES
All official notices relative to this Agreement shall be in \\Titing and addressed to
the following representatives of Consultant and City:
Consultant
City
Mr. Jam~sFunk, Director.
Develppment Services Department
./ City of San Berriar,... .. diQo ..
\ 300 North "D"Street \ \
\.SanBemardiho, CA 92418\
14.
RESPONSIBILITIES OF PARTIES
.. ... '. "-.. ... ... ... ... ... '- -'. .....;. "'.
Upon termination, or completion of all work under. thisAgreenien~.Consultant
will transfer bvmeiship andtitIe to pty of all Pr:ograrns, reports, do6unents, plans
and specifications. .
15.
;,.."
INDEMNITY
... .... \...... ..... \. "-..', .:.,- ". ....
. . . .
Consultant shall indbnn:ify,defend. artdholdharrnless{:ityfiom and against any
and all claims, demands,suits, actions;prQceedings, judgments, losses, damages,
injuries, penalties, costs, expenses (includingahorney's fees) and liabilities, of,
by, or with respect to third parties,.':Vhich arise from Consultant's negligent
performance of services\ under. this Agreement. Consultant shall not be
responsible for, and City shaH indemnify, defend and hold harmless Consultant
from and against, any and all claims, demands, suits, actions, proceedings,
judgments, losses, damages, injuries, penalties, costs, expenses (including
attorneys' fees) and liabilities of, by or with respect to third parties, which arise
from the City's negligence. With respect to any and all claims, ~emands, suits,
actions, proceedings, judgments, losses, damages, injuries, penalties, costs,
expenses (including attorneys' fees) and liabilities of, by or with respect to third
parties, which arise from the joint or concurrent negligence of Consultant and
City, each party shall assume responsibility in proportion to the degree of its
respective fault.
16. LIABILITYIINSURANCE
A. Consultant's liability to the City for injury or damage to persons or
property arising out of work performed by the Consultant and for which
legal liability may be found to rest upon Consultant other than for
.4-
Agreement for Professio~al Services with
professional errors and omissions, shall be a minimum of $1,000,000. For
any damage or injury on account of any error, omission or other
professional negligence, Consultant's liability shall be limited to a sum not
to exceed $50,000 or Consultant's fee, whichever is greater.
B. The City will require the Consultant to provide Worker's Compensation
and Comprehensive General Liability Insurance, with coverage sufficient
to insure the Consultant's liability, as above required; and, such insurance
shall include the City, and each of it's offic.eFs;ligents and employees as
additional insured with exception toadditi~nal insur~ under Worker's
Compensation. / ....~
. - \ -- ......
C. Consultant shall provide evideilce of insuraiice~it!t ~.. 10-day notice to
City ofterminatiorio'i;~aterial change.. .
] 7.
V ALInITY'
\
Should any provisionhereinbe1ound Or deemed t~ bein~alid, Ihis.Agreement
shall be conStruei:f' ~ riofcontaintng such\Pr:ovisioJ.1, and all other .provisions
which are otherwiSe lawt'ulshall remain in fulj. force and effect, and tdthis end
the provisions ofthisA~eement are declared to be severable.
18. ENTIRE AGREEMENT
II
1/
. '. 0... '. . . .,"
This Agreement represeritsthe entireandintegratcd understanding between the
parties hereto and supersedes all. priorC:llld' contemporaneous negotiations,
representations, understandings and Agreements, whether written or oral, with
respect to the subject matter thereof. This Agreement may be amended only by
written instrument signed hyboth parties.
- 5 -
\"
~ '
.
Agreement for Professional Services .....ith
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on
the date shown below.
Date:
CONSULTANT
by:
Signa~re
."
Date:
\ PrintNarnerritle
\
- CITYOFSAN BERNARDINO
<-
by: _
Judith Valles
. Mayor \ \ '"
'City M San Bernardin"\? '.
A TrEST:
"
"
\......-
Rachel Clark, City Clerk
Approved as to form
and legal content:
James F. Penman
City Attorney
By:
III
- 6 -
Exhibit 2
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Submitted by:
TYllN and TRANSl'ECH
in association with
Ulbum Environmental
MAPCO Mapping and Surveying
Earth-Mechanics
~:J=~m:.l~i.:,~:.~r:O~:.'~
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SECTION 1: EXECUTIVE SUMMARY
PROPOSAL FOR PROFESSIONAL ENGINEERING SERVICES
For the preparation of a combined PSRlPR (Project Study Report/Project Report)
for 1-215/University Loop On-Ramp and Off-Ramp in the City of San Bernardino
This proposal is submitted by TYLin- Transtech JV in association with Lilburn
Corporation (Environmental), MAPCO (Surveying and Mapping), and Earth-Mechanics
(Geo-technical Engineering), hereinafter referred to as the Team.
LOCAL TEAM:
The Team is comprised of local San Bernardino firms, and has extensive specialized
expertise in all aspects of the services required to prepare and obtain approval from
Caltrans/FHW A and City of a combined PSR/PR and Environmental Clearance for the
construction of a loop ramp from westbound University Parkway onto southbound 1-215
Freeway.
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LOCAL KNOWLEDGE AND PROJECT UNDERSTANDING:
The Team understands the complex issues that will be involved in this project. This
interchange is used as primary access by a number of businesses (Walmart, The Sun
News Paper, Offices, Retail and Shopping Center east of Interchange), University of
San Bernardino (which has approximately 15,000 students and is planning to expand
the student body to 25,000 in the next 10 years), and several thousand area residents.
The proposed loop ramp will provide the much needed operational enhancement to
improve the level of service for current traffic conditions as well as for the future
proposed development (such as Culligan Development-1.2 m SF distribution center,
Lowes, Sun Expansion and other potential developments).
There are number of issues that will be analyzed to develop the most efficient and cost
effective alternative with minimum impacts.
PSRJPR for 1.215/Univers' Parkwa Loo Ram PROPOSAL, Executive Summa ,Pa e 1
TYLIN
translech
Submmec
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Right-at-Way: The loop ramp may impact a portion of the Walmart parking lot, and
may require the full take of Jack-in-the-Box. While extra parking spaces were provided,
Walmart's sales and patronage have exceeded forecasts, and the parking lot is fully
utilized. Taking parking spaces from Walmart will have adverse impacts on their
business. Therefore, it is important to develop a design that would minimize parking
removal on Walmart lot. This can be achieved in a number of ways, including, but not
limited to:
· Using the minimum allowable radius for the loop ramp.
· Constructing retaining walls to eliminate slope requirements.
· Reconfiguring Walmart parking lot.
Also, while it appears unavoidable, the loop ramp design must look into all possible
options to keep Jack-in-the-Box at this location. A full take and relocation of this store
may run into millions depending upon their revenues. It is possible that their revenues
have increased and will substantially increase due to Walmart. This would result in
higher costs to the City for full take and relocation of Jack-in-the Box. Some of the
alternatives to analyze would include:
· If feasible, developing a desi9n to avoid removal of Jack-in-the-Box.
· Exploring possibilities to redesign the building and maintain the business, which
may include coordinating with Walmart for shared parking areas, relocating Jack-
in-the-Box to Walmart, etc.
. Exploring cost efficient alternatives to find a comparable location for Jack-in-the-
Box to avoid paying high loss of business/goodwill/relocation costs, which may
include finding a place on the San Bernardino University Campus, adjacent
areas, etc.
Construction Staging, Traffic Control: Traffic will be impacted during construction
of the project improvements. Construction impacts will be mitigated through
development of a well conceived TMP (Traffic Management Plan) that will be included
in the PSR/PR. In addition, a stage plan will be developed to allow the southbound exit
ramp to be maintained in operation during construction.
Existing Conditions/Uti/ities/DWR Line and Easement: As part of the PSR/PR
development, we will also prepare a utility plan showing location of all existing utilities,
and identify potential conflicts and prepare loop ramp alignment to avoid/minimize such
conflicts. One of the major utility lines-in the vicinity is the DWR water line
(approximately 10' pipe with 100' easement). The DWR line runs along University
Parkway. While no conflict is anticipated with the proposed loop ramp improvements,
we will coordinate with DWR to ensure that we receive any clearances that may be
required for the construction.
Environmental: Environmental Clearance is a critical element of the combined
PSR/PR to enable the City to proceed with the design phase and subsequently
construct the loop ramp. The PSR/PR would not be approved without having
environmental clearance, including a NEPA Categorical Exclusion and a CEQA
Categorical Exemption. As part of our scope of work, we will provide reports and
TYLlN
/rans/ech
research necessary, including completing the Environmental Significance Checklist, as
early as possible, for Caltrans to make the determination that a Categorical Exclusion
for this project is appropriate. However, if the review of this data reveals the necessity
to take additional steps to obtain the environmental clearance for the project, and a
Categorical Exclusion is not possible, an appropriate scope would be developed for the
additional environmental tasks that may be necessary.
Design Standards and Policies: The Highway Design Manual establishes uniform
policies and procedures to carry out the highway design functions of Caltrans. As
stated in the forward of the Highway design Manual, many of the instructions given in
this manual are subject to amendment as conditions and experience seem to warrant.
Special situations may call for variation from policies and procedures, subject to
Caltrans Division of Design approval, or such other approval as may be specifically
provided for. In the development of transportation projects, social, economic, and
environmental effects must be considered fully along with technical issues so that final
decisions are made in the best overall public interest. The Highway Design Manual
provides a guide for the engineers to exercise sound judgment in applying standards,
consistent with the above philosophy, in the design of projects. Chapter 80 of the
Highway Design manual states: The philosophy provides for use of lower standards
when such use best satisfies the concerns of a given situation. Because design
standards have evolved over many years, many existing highways do not conform fully
with current standards. It is not intended that current manual standards be applied
retroactively to all existing State highways; such is neither warranted nor economically
feasible.
Loop Ramp Design Considerations for this project: Normally, loop ramps have one
lane and shoulders unless a second lane is needed for capacity or ramp metering
purposes. It is anticipated that this loop ramp will have one lane, because the existing 1-
215 southbound on-ramp will remain allowing freeway access for the eastbound traffic
on University Parkway, and traffic volumes would not require a second lane on the loop
ramp. Per the Highway Design Manual, radii for loop ramps normally range from 45 m
to 60 m, and curve radii of less than 35 m should be avoided. In summary, it may be a
feasible alternative to design a loop ramp with 35 m radius to minimize the right-ot-way
take area.
PROJECT MANAGER'S EXPERIENCE WITH CAL TRANS, DISTRICT 8 ON SIMILAR
PROJECTS:
Our Project MangerlEngineer, Mr. Gonzalez has more than 14 years ot engineering
experience, of which 12 years are with Caltrans District 8, in the planning and design of
transportation facilities, encompassing urban and interstate highways and freeways. He
has extensive experience with all phases of Caltrans' Project Development Procedures,
including preparation of numerous Project Study Reports, Project Reports, Design
Exception Fact Sheets, and other project approval documents. Some of similar
projects where he served as Project Manager, include:
· La Sierra Interchange at SR-91 (Project Manager for preparation of PSR)
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Main Street Interchange at SR-91 (Project Manager for preparation of PSR,
PA&ED, and final design)
PSR for Main and ~d Streets at SR-1 (Project Manager for a PSR for
construction of locally sponsored improvements to the SR-1 Freeway)
SR-60 HOV Lanes (Project Manager for preparation of PSR, PA&ED, and final
design)
SR-60 HOV and Mixed Flow Lanes (Project Manager for preparation of PSR,
PA&ED, and final design)
Nason Interchange at SR-60 (Project Manager for preparation of PSR, PA&ED,
and final design)
Valley Way Interchange at SR-60 (Project Manager for preparation of PSR,
PA&ED, and final design)
SR-91 Auxiliary Lanes (Project Manager for preparation of PSR, PA&ED, and
final design)
Van Buren Interchange SR-91 (Project Manager for PR, Environmental
Document, and Geometric Approval Drawings)
60/91/215 Interchange (Project Manager for planning, project approval, and final
design of the 60/91/215 "Riverside" Interchange)
SR-91 HOV Lanes (Project Manager of a multidiscipline team for the addition of
High Occupancy Vehicle (HOV) lanes along SR-91 in downtown Riverside)
Magnolia Interchange Modification at SR-91 (Project Manager for construction
of ramp modifications at the Magnolia/I-15 Interchange)
Soto Interchange Modification at 1-10 (Technical Project Manager for ramp
modifications at the Soto/l-1 0 interchange)
EXPERIENCE WITH FHWA PROCESSING:
Since 1-215 is a Federal facility, the work must comply with FHWA requirements. This
includes gdming approval of a MAR, PSR/PR and NEPA. Failure to identify the items to
be prepared for FHWA compliance in early project development stages can lead project
delays. The Team has extensive experience with Federal requirements on this type of
projects. We have prepared MAR's that have been approved at Washington DC. More
specifically, our Project Manager/Engineer Mr. Gonzales has worked with the FHWA
representative Mr. Tay Dam on processing similar projects previously, and is extremely
familiar with the requirements.
EXPERTISE AND APPROACH:
Our expertise includes structural, civil, transportation and traffic engineering,
environmental, right-of-way engineering, surveying, utility mapping and public relations,
which are various expertises that will be necessary to complete this assignment
successfully. Our team also has extensive experience in working with Caltrans/FHWA,
which is the primary agency that will review and approve the PSR/PR.
The Team has worked on a number of similar projects and provided consulting services
from concept development to design through construction, including design, project
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management, value engineering, constructability review, plan check, construction
management, inspection, federal fund management, and coordination with Caltrans,
utility companies, and other regulatory agencies.
Our record keeping and communication flow system is unsurpassed. Throughout the
project, you will receive project updates from us by telephone and by written progress
reports. You will be aware of what is going on at all times. As our staff serve as
Consultant City Engineers for a number of Cities, we understand the importance of
being aware of the progress and issues, so that if questions are asked by City
Manager/Council Members/Public, you have the information promptly.
Our approach is to provide proactive management to control every aspect of a project in
detail to identify potential issues and problems in advance and take corrective actions
before they become problems. This requires extensive hands-on knowledge,
experience and management skills of the people involved in managing and inspecting
the project. As you will see in our proposal, our team members have extensive
experience and proven track record in managing such complex projects and bringing
them to a completion on time and budget. Our staff members have educational
background and are licensed and certified as engineers and inspectors.
Value engineering is an important element in our approach, and is considered as a
continuous and evolving function throughout the entire project development process.
Value engineering is treated as an integral part of developing design criteria and
ultimate incorporation into the project plans, specifications and estimates. Integrating
value engineering throughout the project significantly reduces the chance of a major
design alternative being identified by a "value engineering team" after the project is
designed, which would cause a tremendous redesign effort and considerable time
delays.
QC/QA is also an important process in our project management. This process provides
an objective review of the work done with a different set of eyes. Our extensive in-
house quality assurance and quality control (QC/QA) program is designed to prevent
design errors and construction change orders.
In conclusion, our scope of work includes performing all necessary tasks to
prepare and obtain approval from Caltrans/FHWA and City of a combined PSRlPR
and Environmental Clearance for the construction of a loop ramp from
westbound University Parkway onto southbound 1-215 Freeway.
Our staff and resources are ready to commence with the project with your notice.
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Section 2: SCOPE OF WORK
2.A. PROJECT GOAL
The scope of services for this project is to prepare and obtain approval from
Caltrans/FHW A and City of a combined PSR/PR (Project Study Report/Project Report)
and Environmental Clearance for the construction of a loop ramp from westbound
University Parkway onto southbound 1-215 Freeway.
The construction of the loop ramp will result in the elimination of left turn movement
from westbound University Parkway onto existing southbound 1-215 Freeway onramp.
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2.8. PSR/PR PROCESS
The approved Combined PSR/PR is the authorization to enter into a pre-approved
cooperative or highway improvement agreement for the design and construction of the
State highway. The report documents agreement on the design concept, design scope,
schedule and estimated cost of a project involving State highways.
Caltrans PDPM (Project Development Procedures Manual) describes the policies and
procedures for State highway project development.
The process The Combined Project Study Report/Project Report (Combined PSR/PR)
was developed in an effort to streamline the project development process for non
complex, non controversial projects on State highways that are 100 percent funded by
others. It applies to projects that have an estimated construction cost over $1,000,000
for work within the existing or to be dedicated State right of way. The Combined
PSR/PR eliminates the separate processing of a PSR and should expedite project
delivery. It constitutes project approval to proceed with design and as such serves as
the Project Report.
A Combined PSR/PR may be used for projects funded by others if the project complies
with the following criteria:
. Project is not capacity increasing (will not add through-mixed-flow lanes, other than
short gap closures).
. Project qualifies as a Categorical Exemption (if Caltrans will be the Lead Agency for
the CEQA).
. There must be only one "build" alternative.
OR
The local agency is the Lead Agency for Environmental Clearance and has filed a
Notice of Determination (NOD).
. Exceptions to mandatory and advisory design standards shall be approved prior to
approval of the Combined PSR/PR. Any nonstandard features identified after
approval of the Combined PSR/PR shall be approved prior to approval of the
contract plans by the State, and prior to issuance of the encroachment permit.
. No right of way acquisition by Caltrans or Relocation Assistance Program (RAP)
involvement.
. No California Transportation Commission (CTC) approval required for route adoption
or new public road connections to access controlled highways.
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. Exceptions to Caltrans encroachment policy shall be approved prior to approval of
the Combined PSR/PR.
A Combined PSR/PR may generally be used for the following types of noncomplex,
noncontroversial projects:
. channelization and restriping
. widening, curbs and gutters
. auxiliary and turning lanes
. signal installation or modification
. ramp modifications
. landscaping
. minor vertical and horizontal realignments
. retaining walls
. most interchange modifications
. overcrossings or undercrossings that are not part of an interchange.
The time needed to review and approve the Combined PSR/PR will depend on the
completeness, scope, and complexity of the work. If a Combined PSR/PR is
appropriate, the application is not considered complete until the approval of the
PSR/PR.
Once approved, the combined PSR/PR is the authorization to enter into a pre-approved
cooperative or highway improvement agreement with the local agency funding the
improvement, for the design and construction of the improvement.
The following is a flow chart for PSR process.
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FLOWCHART FOR THE PREPARATION OF
PROJECT STUDY REPORTS
(
Entity Prepares
PrOject pnonry Ust
)
TIME LINE
CE NC EISIEIR
(Calendar Days)
7
15 30"
CT PM meets 'Mlh Entity to review
PROCESS. and agr"" on SCOPE. &
ST ANDARDS
7
60
PSR Preparalion
Assemble basic PDT. Perform Englnee'"lng 76 140
Studies Develop Alternatives Prellffilnary
Environmental Evaluation, Cost Estimates
Schedule. Fact Sheet. Draft Co-Op Agreement
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7
DIstrict Review 30 60 ..
. (comments on PSR Wlthm 60 Days)
14 14
15 30"
District DIrector
Approves
177 days
(6 Months)
3 77 days
(13 Months)
. Informalion In ( ) applIes to other than CT prepared PSRS
.. Maximum time oenoo Identified In statutes
~ote TImes sholMl are "tyPiCal" and may be
)ooger or shorter depending ur;on prOject
complexity
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2.C. OUTLINE AND FORMAT OF PSRJPR
The Combined PSR/PR must be prepared and submitted using the outline included in
Caltrans PDPM as follows:
COVER SHEET
All Combined PSR/PRs should have a standard cover sheet to provide project
identification information and signatures. Information to be provided includes the
following:
.-
......,
APPLICANT PORTION
. Applicant
Name of agency or organization submitting permit proposal.
. Date
. Date of submittal
. District-County-Route-Kilometer Post (Post Mile) [Dist-Co-Rte-KP(PM)]
The Kilometer Post should be given to the nearest O. 1 kilometer; if the project
is 0.2 kilometers or more in length, give both the beginning and ending
Kilometer Posts. Post Miles should follow the Kilometer Posts if needed for
continuity of file references or other reasons.
. Prepared by
Name of individual who prepared this report and who should be contacted
regarding the proposal.
. Title
Title of individual preparing the proposal.
. Brief Project Description
A brief written description of the project limits that corresponds to the
Kilometer Posts given above and ties the limits to commonly known physical
features on the ground that can be identified on available mapping.
. Registered Engineer Stamp
The Combined PSRlPR must be prepared by a California registered civil
engineer. The stamp or seal and signature must be placed on the first page of
the report, in the space provided. The stamp and signature is that of the
registered engineer representing the local agency or applicant and who is in
responsible charge of the proposed project.
CAL TRANS PORTION
. Permit Number (If appropriate)
Permit number assigned to permit application by District Permit Office.
. EA
The multiphase Expenditure Authorization (EA) , using the "0" phase for the
project. However, if the project is an encroachment permit project, as defined
in Chapter 2. Section 5, costing $1 million or less, for which a PEER is not
appropriate, the charges should be treated as for an encroachment permit
project. An encroachment permit EA should be used to charge costs for the
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permit review process as spelled out in Chapter 2 of the Encroachment
Permits Manual.
. Caltrans Responsible Unit
The unit source code of the registered engineer in the functional unit assigned
to review the project, or the unit source code of the Caltrans Special Funded
Projects Coordinator or the Caltrans Project Manager.
. Project Manager Recommendation
The signature of the Project Manager recommending approval and indicating
that all needed engineering and environmental studies have been completed.
. Environmental Status
A statement signed by the Environmental Branch Chief with the appropriate
box checked indicating the environmental status of the process.
. Right of Way Statement
A statement signed by the District Division Chief for Right of Way indicating
the review of the right-of-way information contained in the PR and the R/W
data sheet attached to it, and a finding that the data is complete, current and
accurate.
. Project Approval
The approval of the State highway portion of the project with the appropriate
box checked, signed and dated by the District Director or by a District Division
Chief to whom that authority has been officially delegated. Indicate the title or
position of the individual who signs. Indicate which local agency approved the
EIR or NO if appropriate. The date of signing becomes the official project
approval date for considering the application to be complete. The approval is
the authorization to enter into any described preapproved Cooperative or
Highway Improvement Agreement, as appropriate, for the design and
construction of the State Highway.
REPORT
Section 1. Proposal
Describe the proposal, estimated cost, and schedule for completion.
Section 2. Existing Facility
Describe the existing highway facility and the impact of proposed work on future State
highway operation and safety, as-well as future maintenance costs and responsibilities.
Section 3. Deficiencies
Describe the deficiencies or concerns being addressed. Discuss any issues and
adjacent land-use proposals.
Section 4. Environmental Status
Discuss the environmental status. If a city, county, or other agency is involved in
environmental process, attach the approved copy of the Categorical Exemption
Determination, Negative Declaration or Environmental Impact Report, and if a NOD is
required to be filed, the date of such filing. If Caltrans is the lead agency for CEQA,
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attach an Environmental Significance Checklist, to assist Caltrans in making the
environmental determination. If Federal environmental approval is required, this
approval shall be obtained prior to approval of the Encroachment Permit.
Section 5. Traffic And Accident Data
Traffic and accident data shall be provided for projects that have the potential to impact
State highway capacity, safety, or that reduce Caltrans flexibility to provide for future
capacity. The traffic data should provide current and forecasted (design year) values for
Average Annual Daily Traffic (MDT), peak hours, and peak-hour directional split.
(Include percentage of trucks, if appropriate.) Caltrans will provide the most recent
three-year accident history upon request. The accident data should appear in the report
as follows:
LOCATION TOTAL ACTUAL RATES ! AVERAGE RATES
NOOF
(KP to KP) ACC. (per million vehicle kilometers) (per million vehicle kilometers)
F' I F + I .. I Total'" F' I F + I .. I Total'"
I I I I
. Fatalilies
.. Fatalities plus Injuries
... All reported accidents
Section 6. Traffic Signals
If new or revised traffic signals are involved, discuss the following:
. Signal warrants
. Capacity analysis
. Safety analysis
. Ownership and maintenance provisions
Section 7. Non Standard Design Features
If nonstandard mandatory and/or advisory design features are involved, discuss any
exceptions requested. Provide date of Fact Sheet approval.
Section 8. Impact On Railroads
Discuss any railroad involvement.
Section 9. Impact On Utilities
Discuss any impact on utilities. Exceptions to Caltrans encroachment policy shall be
approved prior to approval of the Combined PSR/PR.
Section 10. Structures
Describe any proposed work on, or around, existing structures.
Section 11. Highway Planting
Describe any proposed new or replacement highway planting, or the extent of existing
planting that will be removed.
Section 12. Permits
Discuss status of any required permits from other agencies relating to the proposed
work within the State right of way.
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Section 13. Right Of Way Required
Describe the need for, and the status of, any additional right of way to be acquired for
State highway purposes.
Section 14. Hazardous Materials
If dedicated right of way, excavation, and/or structure demolition or modification are
involved, discuss potential hazardous materials and attach an Initial Site Assessment
(ISA).
Section 15. Remarks
Discuss any additional items that are important to the project. If significant construction
delays are anticipated, discuss mitigating construction traffic handling practices, such as
lane closures, detours, and work-hour restrictions.
Attachments
The following attachments shall be included with the Combined PSR/PR:
. Appropriate maps (location, geometric, etc.)
. Typical cross section(s)
. Appropriate environmental documentation, as outlined above
. PR Cost Estimate (see PDPM Chapter 20, Section 2, Article 5 and Appendix AA)
. Executed Preapproved Cooperative or Highway Improvement and Escrow
Agreement
. Signal Warrants, if appropriate
. Right of Way Data Sheet, if appropriate (see PDPM Appendix JJ)
. Initial Site Assessment, if appropriate
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2.0. IMPORTANT ISSUES
The Team understands the complex issues that will be involved in this project. This
interchange is used as primary access by a number of businesses (Walmart, The Sun
News Paper, Offices, Retail and Shopping Center east of Interchange;, University of
San Bernardino (which has approximately 15,000 students and is planning to expand
the student body to 25,000 in the next 10 years), and several thousand area residents.
The proposed loop ramp will provide the much needed operational enhancement to
improve the level of service for current traffic conditions as well as for the future
proposed development (such as Culligan Development-1.2 m SF distribution center,
Lowes, Sun Expansion and other potential developments).
The loop ramp construction will also present challenges and impacts on existing
conditions. There are number of issues that will be analyzed to develop the most
efficient and cost effective alternative with minimum impacts.
Right-of-Way Takes
The loop ramp may impact a portion of the Walmart parking lot, and may require the full
take of Jack-in-the-Box.
While extra parking spaces were provided, Walmart's sales and patronage have
exceeded forecasts, and the parking lot is fully utilized. Taking parking spaces from
Walmart will have adverse impacts on their business. Therefore, it is important to
develop a design that would minimize parking removal on Walmart lot. This can be
achieved in a number of ways, including, but not limited to:
· Using the minimum allowable radius for the loop ramp.
· Constructing retaining walls to eliminate slope requirements.
· Reconfiguring Walmart parking lot.
Also, while it appears unavoidable, the loop ramp design must look into all possible
options to keep Jack-in-the-Box at this location. A full take and relocation of this store
may run into millions depending upon their revenues. It is possible that their revenues
have increased and will substantially increase due to Walmart. This would resul.Un
higher costs to the City for full take and relocation of Jack-in-the Box. Some of the
alternatives to analyze would include:
· If feasible, developing a design to avoid removal of Jack-in-the-Box.
· Exploring possibilities to redesign the building and maintain the business, which
may include coordinating with Walmart for shared parking areas, relocating Jack-
in-the-Box to Walmart, etc.
· Exploring cost efficient alternatives to find a comparable location for Jack-in-the-
Box to avoid paying high loss of business/goodwill/relocation costs, which may
include finding a place on the San Bernardino University Campus, adjacent
areas, etc.
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Construction Staging and Traffic Control
Traffic will be severely impacted during construction of the project improvements. In
particular, the existing southbound exit ramp will need to be completely eliminated in
order to construct the proposed southbound partial cloverleaf (par-clo) ramps.
Construction impacts can be mitigated through development of a well conceived TMP
(Traffic Management Plan) that will be included in the PSR/PR. In addition, a stage
plan will be developed to allow the southbound exit ramp to be maintained in operation
during construction. This concept will be incorporated in the PSR/PR and GAD's.
Existing Conditions/Utilities/DWR Line and Easement
As part of the PSR/PR development, we will also prepare a utility plan showing location
of all existing utilities, and identify potential conflicts and prepare loop ramp alignment to
avoid/minimize such conflicts.
One of the major utility lines in the vicinity is the DWR water line (approximately 10' pipe
with 100' easement). The DWR line runs along University Parkway. While no conflict is
anticipated with the proposed loop ramp improvements, we will coordinate with DWR to
ensure that we receive any clearances that may be required for the construction.
Design Standards and Policies
The Highway Design Manual establishes uniform policies and procedures to carry out
the highway design functions of Caltrans. As stated in the forward of the Highway
design Manual, many of the instructions given in this manual are subject to amendment
as conditions and experience seem to warrant. Special situations may call for variation
from poiicies and procedures, subject to Caltrans Division of Design approval, or such
other approval as may be specifically provided for.
The manual is not a textbook or a substitute for engineering knowledge, experience, or
judgment. The Project Development process described in the manual seeks to provide
a degree of mobility to users of the transportation system that is in balance with other
values. In the development of transportation projects, social, economic, and
environmental effects must be considered fully along with technical issues so that final
decisions are made in the best overall public interest. Attention should be given to
such considerations as:
· Need for safe and efficient transportation.
· Attainment of community goals and objectives.
· Needs of low mobility and disadvantaged groups.
· Costs of eliminating or minimizing adverse effects on natural resources,
environmental values, public services, aesthetic values, and community and
individual integrity.
· Planning based on realistic financial estimates.
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· The cost, ease, and safety of maintaining whatever is built.
Proper consideration of these items requires that a facility be viewed from the
perspectives of the user, the nearby community, and larger statewide interests. For the
user, efficient travel and safety are paramount concerns. At the same time, the
community often is more concerned about local aesthetic, social, and economic
impacts. The general population, however, tends to be interested in how successfully a
project functions as part of the overall transportation system and how large a share of
available capital resources it consumes.
The Highway Design Manual provides a guide for the engineers to exercise sound
judgment in applying standards, consistent with the above philosophy, in the design of
projects. Chapter 80 of the Highway Design manual states:
The philosophy provides for use of lower standards when such use best satisfies
the concerns of a given situation. Because design standards have evolved over
many years, many existing highways do not conform fully with current standards.
It is not intended that current manual standards be applied retroactively to all
existing State highways; such is neither warranted nor economically feasible.
Structures Overview
The University Parkway Undercrossing is a single span, cast-in-place structure carrying
1-215 over the roadway. Vertical clearance over University is limited (currently 15'-1").
Primary issues with regard to the existing bridge include:
. The bridge site is located in an area known to be subject to fault rupture, as
discussed below
. The tall abutments behind the sidewalks on University will limit potential widening of
the roadway.
. Limited vertical clearance will make widening of the structure more difficult, although
it will be feasible to accomplish widening by use of precast girders or constructing on
high falsework and lowering into place.
. Construction impacts on existing traffic must be considered.
Fault Ruoture
The University Avenue Undercrossing is located in a transitional zone between the San
Jacinto and San Andreas faults. This area has shown historic evidence of ground
surface rupture due to earthquake faulting, thus the bridge analysis will need to include
evaluation of this threat, and develop potential mitigation measures if needed. TYLin
International and Earth Mechanics, Inc. pioneered this issue for Caltrans during design
of the SR210/l-215 Interchange just south of this location. Earth Mechanics also
addressed it during their geotechnical investigation for the nearby State
StreeUUniversity Avenue Grade Separation.
To evaluate this issue, a study of historic data (aerial photos, etc.) can be conducted to
identify any indicators of possible fault rupture hazard. Depending on the results of this
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study, various mitigation or retrofit strategies can be considered. The bridge studies
conducted for the overall PSR/PR will include assessment of rupture potential and
analysis/documentation as appropriate for this stage of project development, and as
needed to satisfy City and Caltrans concerns.
Structures Aooroach
For PSR/PR's, the primary work product for structures is the Advance Planning Study
(APS), with its accompanying cost estimate. The APS serves a vital role in early project
development, by identifying feasible structure types, establishing control for horizontal
and vertical geometry, and providing accurate cost estimates for project planning.
An APS will be prepared for the geometric alternative being considered, in accordance
with the requirements in Caltrans' Bridge Memo to Designers 1-8. Goals of this effort
will be to develop a viable structural solution for the site, and to prepare accurate
construction cost estimates.
........
As-built drawings, bridge maintenance records, and other record data for the existing
structures will be gathered and analyzed. For preparation of the APS, evaluation will be
made of such issues as:
. Fault Rupture
· Span length
· Structure depth
· Falsework opening
. Abutment locations
· Horizontal and vertical clearance
· Stage construction
· Sight constraints
· Foundation conditions
· Utility Requirements
· Construction time
Effort will be made to identify and prevent potential structural conflicts with the proposed
ramp alternative, and to develop cost-effective, constructible solutions. Wherever
possible, recommendations will be made for geometric adjustments that would reduce
or simplify structures work.
Utilizing Caltrans' Bridge Advance Planning Studies Guide, square foot cost factors will
be used to develop cost estimates for the structure.
The APS drawing and cost estimate will be submitted for review and concurrence by the
Caltrans Structures Liaison. Upon approval, they will be incorporated into the PSR/PR
document.
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Soils
Our soils subconsultant EMI will visit the project site to view the topography and other
physical conditions. No intrusive geotechnical field investigations will be performed. EMI
will review available logs of exploratory borings drilled for the existing bridge at the
University Parkway/I-215 interchange.
Geotechnical Evaluation. EMI will address general geologic conditions and hazards and
favorable or unfavorable geotechnical conditions as they relate to the proposed
improvements and design alternatives, based on existing published information. EMI will
address: liquefaction potential, seismicity, and seismic hazards including location of
nearby faults, controlling fault, and fault rupture.
...
.....w.
Fault Rupture. EM I is the geotechnical consultant on the State Street/University
Parkway grade separation project which is located less than 3000 ft from the subject
site. On that grade separation project, the bridge was designed for fault rupture. We
anticipate that fault rupture will also become a critical design issue on this project. As a
result, we propose a lineament analysis. This analysis will be conducted to evaluate
whether there are any features in the project area that could indicate the presence of
active geologic earthquake faults capable of producing ground surface rupture. This
evaluation will be conducted by analyzing stereographic aerial photographs. Based on
our experience on past projects (with fault rupture), it is likely that three options will be
presented in which one of those options will be implemented during PS&E. These three
options could be (1) fault rupture is not an issue, (2) fault rupture is an issue and
existing data can be extrapolated to the subject site for design and (3) fault rupture is an
issue and site-specific trenching and/or geophysical survey will be required. Caltrans is
very much aware of this fault rupture issue along 1-215 and we anticipate that there will
be interaction with Caltrans and any decision on the design criteria will require approval
by Caltrans.
Letter Report. EMI will prepare a letter report presenting the findings from our site visit
and review of available geotechnical information. The letter report will provide general
geotechnical information and how geotechnical conditions relate to the proposed
improvements including results of the fault rupture study. The content of this letter report
will be useful for the environmental document.
Preliminary Foundation Report (PFR) to Support Advanced Planninq Study (APS). The
bridge widening will require a Preliminary Foundation Report (PFR) in support of the
APS. The following scope of work will be performed in order to produce the PFR.
An idealized soil profile and design strength parameters for foundation analysis will be
developed based on existing subsurface data. We will determine the causative fault
and distance between the causative fault and bridge site(s) using the 1996 Caltrans
Seismic Hazard Map. The peak bedrock acceleration based on a maximum credible
earthquake event and the resulting ARS curve will be developed. We will also address
the potential of fault rupture.
PSRlPR for 1-215/University Parkway Loop Ramp PROPOSAL, Seo of Work - Pa e 18
TYLlN
Iranslech
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Using the soil profile and strength parameters, we will provide preliminary foundation
type and foundation design data for bridge widening.' For spread footings, we will
provide allowable and ultimate soil bearing capacities, frictional coefficient and passive
soil resistance. For pile foundations, we will estimate the required pile length based on
preliminary axial demands provided by you.
The above data will be presented in a memorandum known as a PFR. The content and
format of the PFR will follow Caltrans Guidelines for Foundation Investigations and
Reports dated June 2002.
Environmental
Environmental Clearance is a part of the combined PSR/PR effort to enable the City to
proceed with the design phase and subsequently construct the loop ramp from
westbound University Parkway onto southbound 1-215 Freeway. The PSR/PR would
not be approved without having environmental clearance, including a NEPA Categorical
Exclusion and a CEQA Categorical Exemption. As part of our scope of work, we will
provide reports and research necessary, including completing the Environmental
Significance Checklist, as early as possible, for Caltrans to make the determination that
a Categorical Exclusion for this project is appropriate. However, if the review of this
data reveals the necessity to take additional steps to obtain the environmental
clearance for the project, and a Categorical Exclusion is not possible, an appropriate
scope would be developed for the additional environmental tasks that may be
necessary.
Other tasks not specifically listed in the PSR/PR format, but may be required
While not specifically listed in the PSR/PR format, some of the tasks that would be
required are:
. Fact sheets for exceptions to mandatory standards (needs approval from
Caltrans and FHW A)
. Fact sheets for exceptions to advisory standards (needs approval from Caltrans
onlv)
. Geometric Approval Drawings (GAD's) Caltrans approval only
. Modified Access Report (MAR) needs Caltrans and FHW A approvals
. Advance Planning Studies (APS) if structures are involved and need Caltrans
approval
. For the environmental process, the first order of work will be to prepare a PEAR
(Preliminary Environmental Analysis Report), which will dictate what technical
studies are needed (such as Bio, Cultural, Relocation Impact Statement, Noise,
Air, Hazardous Waste, Visual Impacts and Water Quality). The PEAR will also
determine the type of environmental document.
. A utility plan which will show existing utilities that may be impacted and any
necessary mitigations and relocations. For example, the Aquaduct in the area
has to be identified in relationship to the proposed improvements.
PSRlPR for 1-215/Universit Parkway Loo Ramp PROPOSAL, Seo e of Work - Pa e 19
TYLIN
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FHWA Processing
Since 1-215 is a Federal facility, the work must comply with FHW A requirements. This
includes gaining approval of a MAR, PSR/PR and NEPA. Failure to identify the items to
be prepared for FHW A compliance in early project development stages can lead to
project delays.
The Team has extensive experience with Federal requirements on this type of projects.
We have prepared MAR's that have been approved at Washington DC. More
specifically, our Project Manager/Engineer Mr. Gonzalez has worked with the FHWA
representative Mr. Tay Dam on processing similar projects previously, and is extremely
familiar with the requirements.
Loop Ramp Design Considerations for this project
Normally, loop ramps have one lane and shoulders unless a second lane is needed for
capacity or ramp metering purposes. It is anticipated that this loop ramp will have one
lane, because the existing 1-215 southbound on-ramp will remain allowing freeway
access for the eastbound traffic on University Parkway, and traffic volumes would not
require a second lane on the loop ramp.
Per the Highway Design Manual, radii for loop ramps normally range from 45 m to 60 m.
Increasing the radii beyond 60 m is typically not cost effective as the slight increase in
design speed is usually outweighed by the increased right of way requirements and the
increased travel distance. Curve radii of less than 35 m should also be avoided.
it may be a feasible alternative to design a loop ramp with the minimum acceptable
radius (35 m per Highway Design Manual) to minimize the right-of-way take area. We
have prepared a conceptual layout of the loop ramp with 35 m radius. If this layout is
found feasible by FHWA and parking arrangements can be worked out to combine
Jack-in-the-Box, Walmart and vacant land areas, there is a potential to keep Jack-in-
the-Box in business. A current aerial of the project area (aerial was flown last week)
showing existing conditions, and 35 m loop ramp concept are presented on the
following pages. It should be noted that this layout is at very conceptual level, and does
not represent any promise or commitment by our Team that it would be approved. It
should be noted that this layout is at very conceptual level, and does not represent any
promise or commitment by our Team that it would be approved. The purpose of the
concept layout is to demonstrate our approach that we will look at all feasible
alternatives to develop an efficient, cost effective and safe loop ramp layout.
In conclusion, our scope of work includes to perform all necessary tasks to
prepare and obtain approval from Caltrans/FHWA and City of a combined
PSRlPR, and to obtain environmental clearance for the ultimate goal of PA & ED.
for the construction of a loop ramp from westbound University Parkway onto
southbound 1-215 Freeway.
PSRJPR for 1.215/University Parkway Loop Ramp PROPOSAL, Seo e of Work. Pa e 20
TYLIN
Irans/ech
ExhibIt 3
-rYLIN
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~
October 15, 2004
Mr. Mark Lancaster, PE Deputy Director/City Engineer
City of San Bernardino Development Services Department
300 North "0" Street
San Bernardino, CA 92418-0001
Subject:
FEE PROPOSAL FOR PROFESSIONAL ENGINEERING SERVICES
For the preparation of a combined PSR/PR (Project Study Report/Project
Report) for 1-215/University Loop On-Ramp and Off-Ramp in the City of
San Bernardino
Dear Mr. Lancaster:
TYLin- Transtech JV in association with Lilburn Corporation (Environmental), MAPCO
(Surveying and Mapping). and Earth-Mechanics (Geo-technical Engineering),
hereinafter referred to as the Team. is pleased to submit this proposal for the subject
project.
The Team, comprised of local San Bernardino firms, has extensive specialized
expertise in all aspects of the services required to prepare and obtain approval from
Caltrans/FHW A and City of a combined PSR/PR for the construction of a loop ramp
from westbound University Parkway onto southbound 1-215 Freeway.
Our staff and resources are ready to commence with the project with your notice.
Contact person for this proposal is Gary Antonucci, Tel: 909-889-8113, or Ali Cayir, Tel:
909-595-8599, Ext. 121.
Sincerely,
On behalf of the Team
~alNk-
Gary Antonucci, PE Ali Cayir. PE
TYLin International Transtech
F .wPROCESS:PROPOSAL '200424062 58 PREPARATION PSR.PR FOr. ~.2;5 uNIVERSITY LOOP ENTRANCE ,'N SAN8EHN'FEE PRCPSSAL x-:
TYLlN
FEE PROPOSAL FOR PROFESSIONAL ENGINEERING SERVICES
For the preparation of a combined PSR/PR (Project Study Report/Project Report) for 1-
215/University Loop On-Ramp and Off-Ramp in the City of San Bernardino
Submitted by:
TYLin-Transtech JV in association with Lilburn Corporation (Environmental), MAPCO
(Survevinq and Mappinq), and Earth-Mechanics (Geo-technical Enqineerinq),
Qj ...:
Q)
FEE PROPOSAL FOR PROFESSIONAL Ol Q) Qj
III c
ENGINEERING SERVICES-For the preparation c '5> Q) OlC
III .~ C .-
of a combined PSR/PR (Project Study ~ c Ol .;: E
ro UJ c Q)"O Hours Amount
Report/Project Report) for 1-215/University Loop a. 0 ~<( UJ 0 1])<(
'(3 Q) .90 c-
- 0 .- ~
On-Ramp and Off-Ramp in the City of San c '0' c- rn 0lC..l
& c: Q)u Ci5 <( C ill
Bernardino wO U UJf-
$175 $150 $135 $115 $90 $60
1 Project Set-up, initiation, info gathering 20 20 20 20 0 50 130 $14,500
2 Surveys/Base Mapping/Utility Search 2 8 20 40 160 80 310 $28,050
3 Traffic Engineering/Studies 2 4 60 40 10 40 156 $16,950
4 Right of Way 2 4 10 0 20 0 36 $4,1 00
5 Drainage 2 4 40 10 10 0 66 $8,400
6 Fact sheets with exceptions to DeSign 4 20 70 100 40 10 244 $28,850
Standards and GAD
7 Structures Advance Planning Study 4 10 10 50 40 10 124 $13,500
8 Transportation Management Plan 4 10 40 20 40 20 134 $14,700
(TMP)
9 Combined PSR/PR 10 40 40 10 10 10 120 $15,800
10 Modified Access Report (MAR) 4 20 20 0 10 0 54 $7,300
11 Project Management, Admin, 100 40 120 0 0 120 380 $46,900
Coordination. QC/QA
SUBTOTAL 154 180 450 290 340 340 1754 $199,050
SOILS BY ERATH-MECHANICS $12,000
SURVEYING AND UTILITY MAPPING BY MAPCO $24,000
ENVIRONMENTAL BY L1LBURN (Environmental Significance Checklist for Categorical Exclusion) $10,000
REIMBURSABLES (reproduction. printing) $4,000
TOTAL $249,050
TYLIN
r,',ms!ech
** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT **
RESOLUTION AGENDA ITEM TRACKING FORM
Meeting Date (Date Adopted): 12...-(". <:A Item #
Vote: Ayes i ~1 Nays-6
Change to motion to amend original documents 0
I S Resolution #
Abstain .er
2o:::A - 383
Absent -er--
Companion Resolutions
Null/Void After: G:o days I L- Lt-oS
Resolution # On Attachments: 0 Note on Resolution of attachment stored separately: 0
PUBLISH 0
POST 0
RECORD W/COUNTY 0
By:
Date Sent to Mayor:
Date of Mayor's Signature:
Date of Clerk/CDC Signature:
1'2..- 'i - 6 i\-
12. .Q-6l\
Vl.:-<-i - cA
Reso. Log Updated:
Seal Impressed:
g..-
W
Date MemolLetter Sent for Signature:
1st Reminder Letter Sent:
\ 2. - \ 0- 0 <'-\ Date Returned:
2nd Reminder Letter Sent:
Not Returned: 0
Request for Council Action & Staff Report Attached:
Updated Prior Resolutions (Other Than Below):
Updated CITY Personnel Folders (6413,6429,6433, 10584, 10585, 12634):
Updated CDC Personnel Folders (5557):
Updated Traffic Folders (3985, 8234, 655, 92-389):
YesL No By
Yes No~ By
Yes No~ By
Yes NoL By
Yes No / By
Copies Distributed to:
Animal Control 0 EDA 0
City Administrator 0 Facilities 0
City Attorney 6 Finance ff
Code Compliance 0 Fire Department 0
Development Services [jf Human Resources 0
Others:
Notes:
Information Services 0
Parks & Recreation 0
Police Department 0
Public Services 0
Water Department 0
3
Ready to File:
Revised 12/18/03
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
From: James Funk, Director
Subject: Resolution approving Agreement
for Professional Services with TY Lin
International to provide a Project Study
Report/Project Report and the supporting
studies and documents for the University
Parkway/Interstate 215 Interchange
Southbound Loop entrance ramp project
Dept: Development Services
Date: NOVember29,e(2)'P'Y
File No.
MCC Date: December 6, 2004
Synopsis of Previous Council Action:
09/07/2004 Adopted FY 2004-2009 Five Year Capital Improvement Program (CIP).
Recommended Motion:
1) That the Community Development Commission authorize $100,000 of State College
Bond Proceeds be utilized for funding the preparation of the Project Study
Report/Project Report (PSR/PR) for the University Parkway/Interstate 215 Interchange
Loop Ramp Project.
2)
Adopt Resolution.
-~~+
Contact person: Mark Lancaster, Deputy Director/City Engineer
Phone:
3305
Staff Report, Vicinity Map
Supporting data attached: Reso.& Agreement
Ward:
5
FUNDING REQUIREMENTS: Amount:
$ 249,050.00
Source
(Acct. No.) 126-369-5504-7542
Acct. Description: Streets & Street Lighting - 2004-05 CIP
Finance:
Council Notes:
Agenda Item No.
IS
t.v~ lOr
OFFICE OF THE CITY CLERK
RACHEL G. CLARK, C.M.C. - CITY CLERK
300 North "D" Street. San Bernardino. CA 92418-0001
909.384.5002. Fax: 909.384.5158
www.ci.san-bernardina.ca.us
su
December 10, 2004
TY Lin International
198 N. Arrowhead Avenue, Suite I
San Bernardino, CA 92408
Dear Sir or Madam,
At the Mayor and Common Council meeting of December 6, 2004, the City of San Bernardino
adopted Resolution 2004-383 - Resolution approving a services agreement with TY Lin
International for the preparation of a project study report/project report for the University
Parkway/Interstate 215 interchange loop entrance ramp project.
Enclosed is one (1) original agreement. Please sign in the appropriate location and return the
original agreement to the City Clerk's Office, Attn: Michelle Taylor, P.O. Box 1318, San
Bernardino, CA 92402, as soon as possible.
Please be advised that the resolution and agreement will be null and void if not executed
within 60 days, or by February 4, 2005.
If you have any questions, please do not hesitate to contact me at (909)384-5002.
Sincerely, ;
~. !\ I
1 .1 ~'" 'j... ,.
'"{tI)..cl..I;,,tV 'iJ.L"j
Michelle Taylor )
Senior Secretary
Enclosure
CITY OF SAN BERNARDINO
ADOPTED SHARED VALUES: Integrity. Accountability. Respect for Human Dignity. Honesty
'T='ILIN INTERNATIO~'~AL
3550 Vine Street, Suite 120
Riverside, CA 92507 (951) 788-4688 Fax (951) 788-4988
fE
['-
LETTER OF TRANSMITTAL
'04 D,-r 21 (1,9:33
To: City of San Bernardino
PO Box 1318
San Bernardino, CA 92402
PROJECT NO.
ATT
SUBJECT
UNIVERSITY PARKWAV/I-215
Loop ENTRANCE RAMP PROJECT
We are sending the following items via:
o Overnight 0 Messenger
I:8J US Mail
o Hand-Delivered
COPIES DATE NO DESCRIPTION
1 12/6/04 - Fully executed copy of Agreement for Professional Services
These are transmitted as checked below:
D For your review D Approved as submitted
D Resubmit _ copies for approval
[gJ For your use 0 Approved as noted
o Submit _ copies for distribution
[gJ As requested D Returned for corrections
o Return _ corrected prints
D For review and comment
DOther
Remarks:
COpy
AIi Cayir, Transtech
SIGNED
e;A
Gary Antonucci