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Home My WebLink About022669 ORD - 08/27/1996ORDINANCE APPROPRIATING A $600,000 GRANT FROM THE TEXAS DEPARTMENT OF TRANSPORTATION FOR THE STATE PLANNING AND RESEARCH TRAVEL SURVEY; ADDING $600,000 TO THE NO. 162 FEDERAL/STATE GRANTS FUND; AND DECLARING AN EMERGENCY. The Texas Department of Transportation ("TXDOT") has provided a $600,000 grant to pay for a travel survey. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS: SECTION 1. There is appropriated a $600,000 grant from TXDOT for the State Planning and Research Travel Survey. SECTION 2. $600,000 is added to the No. 162 Federal/State Grants Fund. SECTION 3. That upon written request of the Mayor or five Council members, copy attached, to find and declare an emergency due to the need for immediate action necessary for the efficient and effective administration of city affairs, such finding of an emergency is made and declared requiring suspension of the Charter rule as to consideration and voting upon ordinances at two regular meetings so that this ordinance is pa sed and shall take effect upon first reading as an emergency measure this the day of art (t , 1996. ATTEST: THE CITY OF CORPUS CHRISTI Armando Chapa, City Secretary MAYO , MA RHODES APPROVED: 0V -51 -DAY OF Ag , 1996. JAMES R. BRAY JR.,.CITY ATTORNEY By: riicka)- ' Michael L. Scanlon Assistant City Attorney MLS/bak MS5000.086 T1s(bak) August 21, 1996 (8.3Bam) 0 22669 oilc ILMEt' Corpus Christi, Texas day of appl- TO THE MEMBERS OF THE CITY COUNCIL Corpus Christi, Texas 19 For the reasons set forth in the emergency clause of the foregoing ordinance an emergency exists requiring suspension of the Charter rule as to consideration and voting upon ordinances at two regular meetings: I/we, therefore, request that you suspend said Charter rule and pass this ordinance finally on the date it is introduced, or at the present meeting of the City Council. Respectfully, Respectfully, Council Members MAYOR THE CITY OF CORPUS CHRISTI The above ordinance was passed by the following vote: Mary Rhodes Dr. Jack Best Betty Black Melody Cooper Tony Heldenfels Betty Jean Longoria John Longoria Edward A. Martin Dr. David McNichols \forma\045 0226(39 100 trans February 5, 1996 Mohammed Amin Ulkarim Transportation Planning Director Corpus Christi Metropolitan Planning Organization City Hall - 1201 Leopard Corpus Christi, Texas 78469-9277 Parsons Barton Oaks Plaza Two Brinckerhoff 901 Mopac Expressway South Suite 595 Austin, TX 78746-5748 (512) 328-1012 Fax (512) 328-3609 Reference: Corpus Christi Travel Survey - Contract between the Corpus Christi Metropolitan Planning Organization and Parsons Brinckerhoff Quade & Douglas, Inc. Dear Mr. Ulkarim: Enclosed are two signed contracts between the Corpus Christi MPO and Parsons Brinckerhoff for work on the Corpus Christi Travel Survey. There have been changes made and initialed. These changes were faxed to Ken Mora at TxDOT for their concurrence. Please return one fully executed contract for our files. If you have any questions, please call me or Phillip Reeder at (512) 328-1012. Sincerely, PARSONS BRINCKERHOFF QUADE & DOUGLAS, INC. Rose Mesa Administrative Manager Enclosures (2 original contracts) A r H ,t aslet sotknieraa •kr' Over a Century o/ Engineering Excellence THE STATE OF TEXAt. THE COUNTY OF NUECES KNOW ALL MEN BY THESE PRESENTS This contract is made, entered and executed between the Corpus Christi Metropolitan Planning Organization hereinafter called MPO and Parsons-Brinckerhoff Quade & Douglas, Inc. hereinafter called the Consultant. WITNESSETH WHEREAS, pursuant to provisions of 23 USC 134, the Governor of the State of Texas has designated the MPO to be the single -focus planning organization for the Corpus Christi Urbanized Area and has executed an agreement to effectuate the designation; and, WHEREAS, pursuant to the Governor's designation and in compliance with applicable federal, state and local laws, regulations and ordinances, the MPO has developed and maintains the FY 1996 Unified Planning Work Program which outlines work tasks and estimated expenditures; and, WHEREAS, the FY 1996 Unified Planning Work Program has been approved by the State of Texas, acting by and through the Texas Department of Transportation and the U.S. Department of Transportation, acting by and through the Federal Highway Administration; and, WHEREAS, the FY 1996 Unified Planning Work Program authorizes the MPO to engage a consultant to perform a Travel Survey Study and the Consultant has proposed to complete the task and the MPO has accepted the proposal; NOW, THEREFORE, in consideration of the premises and of the mutual covenants and agreements of the parties hereto, the MPO and the Consultant do mutually agree as follows: AGREEMENT Article 1. Contract Period This contract becomes effective when fully executed by all parties hereto or on 2/01/96 whichever occurs later and shall terminate upon the MPO's final approval of work completed by the Consultant or on 12/31/96 , whichever occurs earlier, unless otherwise terminated or modified as hereinafter provided. Article 2. Responsibilities of the Parties The Consultant shall undertake and complete the task as described in Attachment A, Approved Project Description and in accordance with all terms and conditions included hereinafter. The MPO shall provide assistance as appropriate and as specified in said Attachment A, including approval of alf'ork. Article 3. Compensati,n The maximum amount payable under this contract shall not exceed the amount of $ 599,097.22 , which includes estimated costs in the approximate amount of $ 566,609.45 as well as fixed fee of S 32,487,77 . The MPO may make partial proportionate payments of the Direct Expenses invoices submitted by the Consultant to the MPO every four (4) weeks and shall be paid to the Consultant by the MPO within 30 days of the presentation to the MPO. The MPO agrees to compensate the Consultant in a timely manner for all deliverable units specified in attached Schedule of Payments, Attachment C. However, the deliverable units must first meet approval by the MPO and the Texas Department of Transportation's Transportation Planning and Programming Division. Once the deliverable units have been approved, the MPO agrees to compensate the Consultant according to attached Schedule of Payments, Attachment C. However, these deliverable units do not include the cost of direct expenses. All costs incurred under direct expenses will be reimbursed on the basis of actual costs incurred and will not exceed the limits authorized in Attachment B, Approved Project Budget and the fixed fee specified above. To be eligible for reimbursement, a cost must incurred within the contract period specified in Article 1 above and be authorized or not prohibited in Attachment B, Approved Project Budget. All cost must be supported by source documents which comply with generally accepted accounting practices. Payment of costs incurred is further governed by costs principles outlined in the Federal Acquisition Regulation, Part 31, Subpart 31.2, Contracts with Commercial Organizations. Article 4. Contract Amendments Significant changes in the terms and conditions of this contract can be made only by written amendment executed by the parties hereto prior to the changes being made. Any such amendment must be approved by the Texas Department of Transportation (TxDOT) and U.S. Department of Transportation before the changes are made. Article 5. Additional Work If the Consultant is of the opinion that any work it has been directed to perform is beyond the scope of this contract and constitutes additional work, the Consultant shall promptly notify the MPO in writing. In the event that the MPO finds such work does constitute additional work, the MPO shall so advise the Consultant and provide compensation for doing the work on the same basis as the original work or the M PO shall advise the Consultant not to perform the work. If the compensation for the additional work will cause the maximum amount payable to be exceeded, written amendment will be executed. Any amendment so executed must be approved within the contract period specified in Article 1. Article 6. Changes in Work When the approved project description requires a completed work product, the MPO will review the work as specified in the approved project description. If the M PO finds it necessary to request changes in previously satisfactorily completed work or parts thereof, the Consultant will make such revisions as requested and directed by the MPO. Such work will be considered as additional work and subject to the requirements established in Article 5. If the MPO finds it necessary to require the Consultant to revise completed work to correct errors appearing therein, the Consultant will make such corrections and no compensation will be paid for the corrections Article 7. Indemnification The Consultant shall save harmless the MPO from all claims and liability but only to the extent due to the negligent acts or omissions of the Consultant, its agents or employees. The Consultant also agrees to save harmless the MPO from any and all expenses, including attorney fees, all court costs and awards for damages, incurred by the MPO in litigation or otherwise resisting such claims or liabilities but only to the extent they result from any negligent act or omission on the part of the Consultant, its agents or employees. Mpo F,2c" Further, the Consultant agrees to protect, indemnify and save harmless the 44gaoand against all claims, demands and causes of action of every kind and character brought by any employee of the Consultant against the MPO due to personal injuries and/or death to such employees but only to the extent they result from any alleged negligent act, by either commission or omission on the part of the Consultant, Additionally, the Consultant agrees to protect, indemnify and save harmless the MPO from and against all claims for compensation not authorized by a properly executed contract amendment, claims for additional work not approved as additional work by the Mpo, claims arising out of required revisions to completed work directly resulting from Consultantorrors or omic„ionc, claims raising out of the MPO's duty to referee disputes and claims arising out ff the MPO's decision to terminate this contract. Ale et_,Ge,'r Article 8. Inspection of Work The MPO, the State of Texas and the U.S. Department of Transportation, and any authorized representative thereof, has the right at all reasonable times to inspect or otherwise evaluate the work performed or being performed hereunder and the premises on which it is being performed. If any inspection or evaluation is made on the premises of a subcontractor, the Consultant shall provide and require his subcontractor to provide all reasonable facilities and assistance for the safety and convenience of the inspectors in the performance of their duties. All inspections and evaluations shall be performed in such a manner as will not unduly delay the work. Article 9. Disputes The Consultant shall be responsible for the settlement of all contractual and administrative issues arising out of procurement entered into in support of contract work. The MPO shall act as referee in all disputes regarding procurement issues and the MPO's decision shall be final and binding. Article 10. Noncollusion The Consultant warrants that he has not employed or retained any company or person, other than a Nor/—Er>1PLei bona fide e�rtployee working for him, to solicit or secure this contract and that he has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon or resulting from the award or making this contract. If the Consultant breaches or violates this warranty, the MPO shall have the right to annual this contract without liability or, in its discretion, to deduct from the contract price or consideration, or otherwise recover the full amount of such fees, commission, brokerage fee, gift or contingent fee. Arial_ Article 11. Reporting The Consultant shall submit monthly progress reports as stated in the Scope of Work Subtask 0.2. The Consultant shall submit a final survey report(s) within the schedule outlined for each survey in the unit costs / Schedule of Payments. The Consultant shall promptly advise the MPO in writing of events which have a significant impact upon the contract, including: 1. Problems, delays or adverse conditions which will materially affect the ability to attain program objectives, prevent the meeting of time schedules and goals, or preclude the attainment of project work units by established time periods. This disclosure shall be accompanied by a statement of the action taken, or contemplated and any assistance needed to resolve the situation. 2. Favorable developments or events that enable meeting time schedules and goals sooner than anticipated or producing more work units than originally projected. Article 12. Records The Consultant agrees to maintain all books, documents, papers, accounting records and other evidence pertaining to costs incurred and work performed hereunder and shall make such materials available at its office during the contract period and for three years from the date of final payment under the contract. Such materials shall be made available during the specified period for inspection by the authorized representatives of the MPO, the State of Texas, the U.S. Department of Transportation and the Office of the Inspector General, for the purpose of making audits, examinations, excerpts, and transcriptions. Article 13. Subcontracts Any subcontract for professional services rendered by individuals or organizations not a part of the Consultant's organization shall not be executed without prior authorization and approval of the subcontract by MPO, Texas Department of Transportation and the U.S. Department of Transportation. Subcontracts in excess of $25,000 shall contain all required provisions of the contract. No subcontract will relieve the Consultant of his responsibility under this contract. Article 14. Termination The contract may be terminated under the following conditions: 1. The MPO may terminate this contract in a part or in whole at any time before the date of completion whenever it is determined that the Consultant has failed to comply with the material conditions of the contract. The MPO shall give written notice to the Consultant at least thirty (30) days prior to the effective date of termination and specify the effective date of termination and thereason for termination. 2. By either party, upon the failure of the other party of fulfill its obligations as set forth in the "Scope of Services." 3. By the MPO for reasons of this own and not subject to the mutual consent of the Consultant upon not less than 30 days' written notice to the Consultant. 4. By satisfactory completion of all services and obligations described herein. If both parties of this contract agree that the continuation of the contract in whole or in part would not produce beneficial results commensurate with the further expenditure of funds, the parties shall agree upon the termination conditions, including the effective date and, in the case of partial terminations, the portion to be terminated. Upon termination of this contract, whether for cause or at the convenience of the parties hereto, all finished or unfinished documents, data, studies, surveys, reports, maps, drawings, models, photographs, etc., prepared by the Consultant shall, at the option of the MPO be delivered to the MPO. The MPO shall compensate the Consultant for those eligible expenses incurred during the contract period which are directly attributable to the completed portion of the work covered by this contract, provided that the work has been completed in a manner satisfactory and acceptable to the MPO. The Consultant shall not incur new obligations for the terminated portion after the effective date of termination. Except with respect to defaults of subcontractors, the Consultant shall not be in default by reason of any failure in performance of this contract in accordance with its terms (including any failure by the Consultant to progress in the performance of the work) if such failure arises out of causes beyond the control and without the default or negligence of the Consultant. Such causes may include but are not limited to acts of God or the public enemy, acts of Government in either its sovereign or contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, freight embargoes and unusually severe weather. In every case, however, the failure to perform must beyond the control and without the fault or negligence of the Consultant. Article 15. Remedies Violation or breaches of any of the material contract terms by the Consultant shall be grounds for termination of the contract, and any increased cost arising from Consultants's default, breach of contract or violation of terms shall be paid by the Consultant. This agreement shall not be considered as specifying the exclusive remedy for any default, but all remedies existing at law and in equity may be availed of by either party and shall be cumulative. Article 16. Compliance with Laws The Consultant shall comply with all Federal, State and local laws, statutes, ordinances, rules and regulations and the orders and decrees of any courts or administrative bodies or tribunals in any matter affecting the performance of its service including, without limitation, workers' compensation laws, minimum and maximum salary and wage statutes and regulations, and licensing laws and regulations. When required, the Consultant shall furnish the MPO with satisfactory proof of its compliance therewith. Article 17. Successors and Assigns The MPO and the Consultant each binds it, its successors, assigns and administrators to the other party to this agreement and to the successors, executors, assigns and administrators of such other party in respect to all covenants of this agreement. Neither the MPO nor the Consultant shall assign, sublet or transfer his interest in the agreement without written consent of the other. Article 18. Ownership of Documents ign Upon completion 64 termination of this contract, all documents prepared by the Consultant or furnished to the Consultant by the MPO shall be delivered to become the property of the MPO. All sketches, photographs, calculations and other data prepared under this contract shall be made available, upon request, to the MPO and reuse of the dame shall be at MPO's sole risk. 5.4j M (� Article 19. Signatory Warranty The undersigned signatory for"the Consultant hereby represents and warrants that he is an officer of the organization for which he has executed this contract and that he has fullyafj complete authority to enter into this contract on behalf of his firm. � ,^3 Article 20. Consultant Resources The Consultant states that it presently has adequate qualified personnel in its employment for performance of services required under this contract, or will be able to obtain such personnel from sources other than the MPO. Unless otherwise specified, the Consultant shall furnish all equipment, materials and supplies required to perform the work authorized herein. All employees of the Consultant shall have knowledge and experience as will enable them to perform the duties assigned to them. Any employee of the Consultant who, in the opinion of the MPO, is incompetent, or whose conduct becomes detrimental to the work, shall immediately be removed from association with the project. Article 21. Equal Employment Opportunity The Consultant agrees to comply with Executive Order 11246 entitled "Equal Employment Opportunity" as amended by Executive Order 11375 and as supplemented in Department of Labor Regulations (41 CFR 60). Article 22. Nondiscrimination During the performance of this contract, Consultant, its assigns and successors in interest, agrees as follows: 1. Compliance with Regulations: The Consultant shall comply with the regulations relative to nondiscrimination in federally -assisted programs of the U.S. Department of Transportation, Title 49, Code of Federal Regulations, Part 21 and Title 23, Code of Federal Regulations, Part 710.405(b), as they may be amended from time to time (hereinafter referred to as the Regulations), which are herein incorporated by reference and made a part of this contract. 2. Nondiscrimination: The Consultant, with regard to the work performed by it during the contract, shall not discriminate on the grounds of race, color, sex or national origin in the selection and retention of subcontractors, including procurements of materials and leases of equipment. The Consultant shall not participate wither directly or indirectly in the discrimination prohibited by Section 21.5 and Part 710.405(b) of the Regulations, including employment practices when the contract covers a program set forth in Appendix B of the Regulations. 3. Solicitations for Subcontracts, Including Procurements of Materials and Equipment: In all solicitations either by competitive bidding or negotiation made by the Consultant for work to be performed under a contract, including procurements of materials or leases of equipment, each potential subcontractor or supplier shall be notified by the Consultant of the Consultant's obligations under this contract and the Regulations relative to nondiscrimination on the grounds of race, color, sex and national origin. 4. Information and Reports: The Consultant shall provide all information and reports required by the Regulations, or directives issued pursuant thereto, and shall permit access to this books, records, accounts, other sources of information and its facilities as may be determined by the Texas Department of Transportation or the U.S. Department of Transportation to be pertinent to ascertain compliance with such Regulations or directives. Where any information required of the Consultant is in the exclusive possession of another who fails or refuses to furnish this information, the Consultant shall so certify to the Texas Department of Transportation or the U.S. Department of Transportation as appropriate, and shall set forth what efforts it has made to obtain the information. 5. Sanctions of Noncompliance: In the event of the Consultant's noncompliance with the nondiscrimination provisions o the contract, the Texas Department of Transportation shall impose such contract sanctions as it or the U.S. Department of Transportation may determine to be appropriate, including but not limited to: 1. withholding of payments to the Consultant under the contract until the Consultant complies, and/or 2. cancellation, termination, or suspension of the contract in whole or in part. . 6. Incorporation of Provisions: The Consultant shall include the provisions of Paragraphs 1 through 6 in every subcontract, including procurements of materials and lease of equipment, unless exempt by the Regulations or directives issued pursuant thereto. The Consultant shall take such action with respect to any subcontractor or procurement as the MPO may direct as a means of enforcing such provisions including sanctions for the noncompliance; provided, however, that in the event a Consultant becomes involved in. or is threatened with litigation with a subcontract or supplier as a result of such direction, the Consultant may request the MPO to enter into such litigation to protect the interests of the MPO; in addition, the consultant may request the United States to enter into such litigation to protect the interests of the United States. Article 23. Minority Business Enterprises It is the policy of the U.S. Department of Transportation that Minority Business Enterprises as defined in 49 CFR 23, Subpart A, shall have the maximum opportunity to participate in the performance of contracts financed in whole or in part with Federal funds. Consequently, the Minority Business Enterprise requirements of 49 CFR 23, exclusive of Subpart d, apply to this contract as follows: 1. The Consultant agrees to insure that Minority Business Enterprises as defined in 49 CFR 23, Subpart A, have the maximum opportunity in the performance of contracts and subcontracts financed in whole or in part with Federal funds. In this regard, the Consultant shall take all necessary and reasonable steps in accordance with 49 CFR 23, exclusive of Subpart D, to insure that Minority Business Enterprises have the maximum opportunity to compete for and perform contracts. 2. The Consultant and any subcontractor shall not discriminate on the basis of race, color, national origin, or sex in the award and performance of contracts funded in whole or in part with Federal funds. These requirements shall be physically included in any subcontract. Failure to carry out the requirements set forth above shall constitute a breach of the contract and, after the notification of the MPO, may result in termination of the contract by the MPO or other remedy as the MPO deems appropriate. Article 24. Debarment Certification The Consultant and any subcontractor shall submit a signed certification form to the MPO which affirmatively states neither the consultant nor nay subcontractor has been debarred and thus ineligible to work on federally funded construction projects. Article 25. Certification for Contracts, Grants, Loans and Cooperative Agreements The undersigned certifies to the best of his or her knowledge and belief, that: 1. No federal appropriated funds have been paid or will be paid by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee o Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan or cooperative agreement. 2. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form -LLL, "Disclosure form to Report Lobbying," in accordance with its instructions. 3. The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans and cooperative agreements) and that all subrecipients shall certify and disclosure accordingly. Article 26. Delinquent Tax Certification Pursuant to Article 2.45 of the Business Corporation Act, Texas Civil Statutes, which prohibits the State from awarding a contract to a corporation that is delinquent in paying taxes under Chapter 171, Tax Code, the Consultant hereby certifies that it is not delinquent in its Texas franchise tax payments, or that it is exempt from or not subject to such tax. A false statement concerning the corporation's franchise tax status shall constitute grounds for cancellation of the contract at the sole option of the State. IN WITNESS WHEREOF, THE PARTIES HERETO HAVE EXECUTED DUPLICATE COUNTERPARTS TO EFFECTUATE THIS AGREEMENT. CORPUS CHRISTI METROPOLITAN PLANNING ORGANIZATION Signature�V�\ (M/+RY KNoDEs) V V V Nt9\ 5 l'r/ as drt tti 4.\(\.\(% Title Date Witness (niutnrv1MRD OLkFl2lh)) Approved as to form the...TPA day of July 1996. Michael L. Scanlon Assistant City Attorney PARSONS BRINCKERHOFF QUADE & DOUGLAS, INC. Signature %/c -e /92G---5 0 7 Title .)-75---/ >4 Date Witness ATTACHMENT A APPROVED PROJECT DESCRIPTION Task 0.0: Project Management, Administration, and Public Awareness Purpose: The purpose of this task is to finalize a project and management plan. The plan will track resources (people, materials, and assignments), costs, schedules, and survey milestones. It will also allow management of the activities to be completed to keep the entire project on schedule. It also covers the important public awareness element, which is critical to survey participation. Project management will begin with updating the schedule and activities chart presented in this proposal. To allow the project to begin quickly, the propcsed project management plan has been effectively integrated into the scope of work. Each work component will be defined and presented to the Corpus Christi Metropolitan Planning Organization (hereinafter referred to as MPO) project manager and/or its designated representative, along with the schedule and resources required for each task. The project management system will allow the resources, cost, and schedules to be updated on a continuing basis, as necessary. The project management system will also include a complete file and paperwork control system 10 manage documents such as: • Contract and financial control documents • Correspondence • Administrative memoranda • Study documents • Technical memoranda • Working papers • Draft reports • Final reports • Quality review comments • Quality control sign -offs • Computer-based information • Graphics Corpus Christi Travel Survey Contract Scope • Handouts and materials for publicity, as appropriate • Other documents, as appropriate This system will be assembled in the Consultant Team's project office in the study area, where all master files will be maintained for easy access by the study Team and the MPO participants. We have found that establishing a project office is critical in coordinating and communicating information on the survey. The project office will remain open during the survey data gathering period. For project management purposes, we have divided this task Info subtasks: repolliria, schedule control, and subcontract administration; quality assurance; and a public awareness campaign. A brief description of each subtask follows: Proj -^ Administration Subtask 0.1: Partnering Workshop Purpose: The purpose of the workshop is to improve working relationships and to support and accelerate the decision making process. Activities: The Consultant Team will sponsor a two-day partnering workshop. A mutually agreed upon partnering facilitator will conduct the workshop in Austin, Texas. During the course of the workshop the facilitator will assist MPO, TxDOT, TTI, and Consultant Team personnel develop travel survey goals and a methodolocy or framework for addressing travel survey issues and problems. The preliminary list of identified issues are as follows: • Establish overall timetable and detailed schedules • Identify concurrent and overlapping tasks • Establish time frame for receiving technical guidance from TPP/TTI on survey instrument design by task • Establish field resolution process for unanticipated questions/events Determine what constitutes travel days by survey type • Establish who with TPP/TTI/NPO will process acceptance of data and coordinate all comments back to the Consultant Team • Determine what constitutes acceptable data • Determine what degree of accuracy will be acceptable • Determine what constitutes acceptable ceocoded data • Determine what constitutes geocoding errors • Determine what backup records are required • Determine which coordinate system will be used • Establish format in which error messages will be given to the Consultant Team by TPP/TTI • Establish time frame for review of data and receipt of error messages • Household Survey: Discuss issues retarding changing of sample sizes and establish criteria for doing so • Household Survey: Establish acceptable sample design and methodology by task • Special Generator Survey: Establish how access to military sites will be handled (likely MPO intervention) • Special Generator Survey: Determine whether bus stop information will be included Corpus Christi Travel Survey Contract Scope • External Station Survey: Review existing procedural specification and establish time frames • External Station Survey: Establish trip definitions • External Station Survey: Evaluate effectiveness of pilot survey methods (mailback vs. intercept) and determine approach to be used • External Station Survey: Establish physical size of mailback instruments (if used) • External Station Survey: Determine whether commuter trip chaining information will be captured • Vehicle Operating Characteristics Survey: Determine deliverables payment method for data collected on Household survey instrument that will be reported with the Vehicle Operating Characteristics Survey report documentation • On -Board Transit Survey: Establish use of bus vs. driver paddles information Work Product: Resolution of existing travel survey issues and a mutually agreed upon framework for addressing/solving future problems. Subtask 0.2: Reporting, Schedule Control, and Subcontract Administration Purpose: The purpose of this subtask is to monitor and report the project's progress and schedule; to provide for project coordination meeiinos; to administer the subconsultants' work and contracts; and to administer project -related financial responsibilities. Activities: Initially, the Consultant Team will update the project schedule and the list of deliverables presented in this work scope, as necessary. We will monitor each survey and ensure that sufficient resources are allocated to produce the work required. On a monthly basis, the Consultant Team will produce a consolidated progress report that will be combined with data from the subcontractor. The project report will document study efforts expended in the preceding month. In addition, we will forecast activities upcoming in the next month, estimate percentage of work completed. and identify any Proje administration specific actions needed from the MPO and/or the Texas Department of Transportation, hereinafter referred to as TxDOT. In addition, during the survey data gathering phase, the Consultant Team will meet a maximum of every two weeks (a maximum of 14 meetinos total) with the MPO project manager and/or the MPO's designated representative(s) and representatives of TxDOT to review work underway and to discuss any problems or issues that need addressing. At each of these meetings, the project schedule will be reviewed and a status report on each survey will be provided that includes the work completed to date. The status report will also include the up-to-date coverage of survey responses by cell for the household activity travel survey. Action plans will be identified to address problems or issues that cannot be easily resolved; problems or issues previously identified during the partnering workshop will be addressed/solved as specified in the partnering workshop agreement. In addition to these progress meetings, the Consultant Team will attend up to two MPO Technical Advisory Committee or other agency meetinos and present the final draft reports. We will prepare the subcontracts and administer contract terms and conditions, monitor technical work, obtain appropriate inputs into progress reports, review and pay invoices, and conduct final acceptance of work products at completion. Following sound design methodology underscored in previous surveys, we will not collect field survey data during the following days: November 22-24 Dec. 18 - Jan. 15 March 11-15 March 18-22 April 5 April 8 May 27 Thanksgiving Christmas/New Years Spring Break Spring Break Good Friday Monday after Easter Memorial Day Work Product: Monthly progress reports and an updated study schedule will be prepared. A maximum of 14 progress study meetings will be held with the MPO administration and TxDOT, and status reports conveyed at these meetings. The draft final reports will be presented to the MPO Technical Advisory Committee. In addition, this Corpus Christi Travel Survey Contract Scope subtask will result in subcontracts, including administration of the DBE project participation. Subtask 0.3: Quality Assurance Purpose: The purpose of this subtask if to ensure quality of the survey products. Activities: Early in the study the we will prepare a quality assurance plan for internal, MPO, and TxDOT approval. The Consultant produces quality assurance plans as part of each project undertaken. It will specify duties and responsibilities, project milestones, and establish appropriate review cycles. Within 30 days of survey design, methodolocy, and survey instruments being finalized TxDOT will provide a copy of each edit -check program to be used in the survey; this will help insure the delivery of error -free data. Work Product: A quality assurance plan will be produced and implemented. Subtask 0.4: Public Awareness Campaign Purpose: The purpose of this subtask is to acquaint the public with the project, its purpose and general components, and to develop necessary materials to gain widespread survey participation. Activities: The public awareness campaign will be a cooperative effort between the MPO, TxDOT, and the project Consultant Team. At the project's initiation, we will prepare a draft press release regarding the surveys and data gathering efforts. The press release will be distributed using a list of recipients developed in cooperation with the MPO and TxDOT. It is also envisioned that the press release will be forwarded to local newspapers and radio and television stations and will use media relationships TxDOT and MPO have developed to publicize the surveys. Also, the news media will be periodically appraised of the project's progress and invited to the external survey locations. (The media will not receive prior knowledge of survey locations and/or dates so that exposure does not bias the survey execution.) Proj'^Administration Since the study area encompasses two counties and numerous cities, all survey information packages will include a letter from either the president or executive director of the MPO and copies of any survey newspaper articles that are written. The survey information package letters will identify the consultant Team, the consultant Team's project manager, and the project office location and phone number. This method was used successfully in the San Antonio-Bexar County, Amarillo, Brownsville, Jefferson -Orange - Hardin Counties and Houston -Galveston Area travel surveys. Additionally, the MPO and TxDOT-Corpus Christi District could field questions. Once the travel survey is complete and all of the survey repons have been written the Consultant will develop a pamphlet written in non-technical language which provides a succinct summary cf the six surveys. Corpus Christi Travel Survey Contract Scope Work Product: Up to five press releases will be prepared and distributed to the appropriate news media or through the MPO and/or TxDOT District office. Draft survey information package letters will be prepared for review and approval by the MPO and TxDOT. If requested, the Consultant Team members will be available to meet with the media at designated locations to assist the MPO, if appropriate. The Consultant Team will prepare a four-page pamphlet --first, a draft for review, and then a final version after review. This pamphlet will be written in an attractive format for distribution of 500 copies to a lay audience (non-technical language) and will be made visually attractive and could be similar to our proposal cover. Graphs and tables, as illustrative, will be generously used throughout. Task 1.0: Household Activity Travel Survey Purpose: Given the growth and change in the Corpus Christi metropolitan area, the MPO and TxDOT desire updated data for their transportation and air quality models. The data collected through the Household Activity Travel Survey is but a part of a comprehensive effort proposed to provide accurate information for planning efforts. The proposed study entails the collection of activity and travel information for members (age 5 and older) of 1,550 households in Nueces and San Patricio counties, for a specific 24-hour period. In addition to basic information about households and the members thereof, the survey needs to document specific characteristics of activities and trips made, including number, purpose, time of day, mode, and questions specific to mode usage. While the methods proposed for the conduct of this survey are similar to those used in previous Texas surveys, there are several challenges put forth in the RFP that require special attention by the consultant. These include the following: • Corpus Christi has a large percentage cf Spanish -dominant households and the challenge will be to establish relevancy of the survey effort in order to garner their participation. The Consultant Team has extensive experience in dealing with Spanish - dominant households and will apply len years of related research to ensure proper representation in the study. • The Corpus Christi MPO and TxDOT desire an oversampling of large families in the low- income cohorts. Given the low incidence of these households, the Consultant Team will purchase sample data that will aid in the identification and recruitment of these households. In addition, they have proprietary sample management techniques that allow them to target these households for special handling throughout the survey process. Specific methods and procedures for the various subtasks will be consistent with the recent synthesis and analysis of Texas household surveys by TTI. Subtask 1.1: Household Sample Size Determination The RFP for the Corpus Christi study recommends household travel survey sample sizes. The sample size determination is based on analysis of prior studies done in other Texas cities using the Consultant Team's sample survey designs. The TTI analysis and recommended sample sizes have been based on a goal of achieving survey data in the 12 percent accuracy range (plus or minus), at the 90 percent confidence level. Eased on the expected distribution of households in the study area (from 1990 Census data) and the trip rate variability in other Texas surveys, a five by five matrix of cell sizes for the household sample has been determined. In this 'natural' or proportional distribution of cell sizes, it is immediately apparent that some cell sizes will be too small to meet the minimal standards of statistical accuracy. Therefore, These cells need to be disproportionately oversarnpled. The basic standard recommended by TTI is that the minimum sample cell size be set at 50 useable, complete household travel records per cell. Normally, cell sizes that need oversampling are these in the outlying ranges of a distribution. In the case of this household sample, these outlying ranges will be the cells in the lower-income groups in addition to cells for one-person, high- income households. The Consultant Team will collect complete, edited, and TxDOT-accepted data records for a maximum of 1,550 households. Because various unforeseen or undetected errors can disqualify a household record substantially - after the data collection period, the Consultant Team will implement a strategy for collecting complete household records for approximately 10 percent more than the specified sample size. Corpus Christi Travel Survey Contract Scope N^sehold Survey The final household sample size distribution for the Corpus Christi project is shown in the following table. Household Persons per Household All Income 1 3 4 5+ Hhs Up to <$10K 50' 100 60' 40' 30' 280 S1OK10 <$20K 50 90 80' 50' 50' 320 520K to <S35K 50 90 80 50 100 370 $35K to <550K 30 90 70 50 70 310 S50K or more 30# 90 50 60 40 270 Total 210 460 340 250 290 1550 ' To be drawn from the core proportionate sample and from a specially designed oversample of telephone exchanoes in lower income neighborhoods. # To be drawn from the core propo.^.ionate sample and from a specially designed oversample of telephone exchanges in high income, small household area. The Consultant Team recognizes the difficulty in recruiting households that fall within problematic over -sampled cells. Experience has shown that the best way to obtain information from these households is through proper sample procurement prior to recruitment and systematic sample manacement prior to retrieval. The sample will be purchased from a reputable supplier (such as Survey Sampling, Inc.) with the over -sample of low-income, 3+ household size represented in the sampling frame. This design step will ensure that a sufficient number of sample pieces are available for cell completion and that the recruitment effort is direct and efficient. To facilitate the retrieval of information from recruited households, we will employ the expertise of survey specialists (interviewers) who concentrate their effort in the collection of data from difficult populations. Low-income households and large size households have proven to be difficult populations, and many of the over -represented cells are comprised of low- income households with three or more persons. We understand the analysis and underlying assumptions about the sample stratification and cell sizes put forth in the RFP. However, our experiences in using alternative sampling plans have resulted in the collection of data that exhibits the same distributions as census data for income and household size, yet also allows oversampling in targeted areas that are of concern in projected transportation plans. We would be willing to present data and discuss implications for the use of any sampling plans. For the purposes of this proposal, we will follow the guidelines of the RFP. Corpus Christi Travel Survey Contract Scope Subtask 1.2: Selecting the Sample The universe for the household activity survey consists of households in the Nueces and San Patricio counties. The study area had an estimated 118,516 households in 1990. Nueces county households comprised 84 percent of the study area households. This density is not surprising as it includes the Corpus Christi urban area. San Patricio county is primarily industrial and rural. It is the responsibility of the consultant to ensure that the sample of households in the data files for the household activity travel survey are representative of the universe and reflective of the stratified sample desicn discussed in Subtask 1.1. The first requirement to accomplishing the above is garnering the participation of (or recruiting) households. Prior experience indicates that we can secure participation of between 50 and 55 percent of the occupied, eligible households within quota. The Consultant Team uses a hard-line definition of a recruited household. Full disclosure is made to potential recruited households of the "burden" entailed in fulfilling the requirements of the study. In this way we avoid recruiting households that are unlikely to complete the diaries and provide the necessary information on travel and related activities. Therefore, we are able to retrieve data from an unusually high percentage of recruited households. These completion rates range from 85 percent for a one -day travel survey, to 75 percent for a Iwo -day activity survey, to 65 percent for a two-day time -use survey. N^sehold Survey Households will be selected for participation in the household survey if the household is in Nueces or San Patricia county and has a telephone number, meaning that the household is in the survey sampling frame. A sampling frame is the list of elements from which a probability sample is selected. Properly drawn samples provide information appropriate for describing the population of elements that comprise the sampling frame - nothing more. The sampling frame will be purchased following an exacting design so that it reflects the cell quotas indicated in Subtask 1.1. The sampling frame for the survey will be directory -listed and unlisted telephone numbers, drawn in proportion to their distribution in the twc- county area. Listed telephone numbers have the name and address of the householder associated with them. Unlisted numbers are venerated using Random Digit Dial (RDD) procedures. The RDD sample used will be the most efficient available_. Each exchange and working block will have a probability of selection equal to its share of listed telephone households. Business and non- working telephone numbers will be screened in a post -production process at the sample supplier (most likely Survey Semplina, Inc.). Because of the sampling frame used as specified by the RFP, non -telephone households will be excluded from the sample. To collect 1,550 completed interviews, approximately 8,000 sample elements will be purchased. These sample pieces will be organized into 10 replicates of 800 telephone numbers randomly selected from the sampling frame. This sample once purchased from supplier will be loaded into the Consultant Team's proprietary sample manacement system. the Consultant Team has developed this proprietary sample management systems (programmed in paradox) that allows for daily updating of all interview attempts and calls to households. This system generated analytical reports and fresh listings for the recruitment phase of the household travel survey. It also allows direct and efficient management of the completion of interviews during the retrieval phase of the data collection. Pre -contact letters (sent to listed sample) will be used in the course of recruitment. The recruitment script is extremely important in the attainment of an acceptable recruitment rate. The script will Corpus Christi Travel Survey Contract Scope contain the following characteristics in as brief a format as possible: • The name of sponsoring agency • The reason for the study and benefits to the respondents • The actual tasks that the household must perform • The confidentiality of the data. We anticipate that low-income, short-term in local residence, or immigrant households will be the most difficult to complete because these households have the least connection to the community. At the same time, these households are significant subgroups of the population universe. Given the importance of including these households in the sample, two focus croup are proposed to test alternative recruitment scripts, the contents of the pre -contact letter, and the contents of the household survey package. The cost of the focus groups will provide efficiencies in the data collection process that have a hich return on investment. While the contents of the script are very important, it is the script delivery by a "recruiter" that makes the difference between a successful and unsuccessful recruitment attempt. We will staff this project with survey specialists who are experts in the recruitment process. The "recruitment" interview will not only solicit participation of the household, but will also collect information on the household, members of the household, and household vehicles. It is expected that the recruitment interview will take approximately 8 to 10 minutes. The information on each household for which a recruitment attempt is made will be kept. The information will be collected and kept even if it is determined that the household falls into a completed cell quota. As the survey data collection reaches 70 percent completion of cells, special monitoring of the cells will be implemented in order to maximize the efficient use of data collection resources in the cells that are lagging behind. The special procedures include the following: • Identifying the sample pieces that are recruited and fall into a hard -to -fill cell. These sample pieces are given special handling. • Identifying the sample pieces that fall into a hard -to -fill cell but have either refused to complete the survey or are lacking data from one- or two -household members. These Houaehold Survey sample pieces are given to a senior survey specialist who is a refusal specialist. Also, as many call attempts as necessary are used to complete the household. • Recruitment is confined to households that are likely to match the characteristics of the hard -to -fill cells. A related issue to the completion of hard -to -fill cells is that of missing household income information. We expect that 10 to 15 percent of all households will refuse to provide household income. With the sample design based on household income and household size, the missing household income can be particularly problematic. The Consultant Team deals with this phenomenon by identifying the recruited households with missing household income and conducting "validation" calls that focus on capturing household income or by "requiring" that the last ten (10) percent of households recruited have household income to participate further in the study. The Consultant Team will run systematic weekly data checks on key variables. These data checks ensure that data collected follows a logical flow in time and mode. A main focus in the data checks are the number of zero -trip households. We will constantly monitor all zero - trip households by examining demographic information to see if the composition of a household is consistent with those households that tend not to travel. To further ensure the accuracy of the data, we validate 100 percent cf zero -trip households and 15 percent of all households in the study by follow-up telephone call. This validation is conducted by a supervising data manager. Subtask 1.3: Conducting the Survey Initially, the Consultant Team in cooperation with TxDOT and TTI will review, finalize, and mutually agree upon the survey instruments and methodologies to be used in this survey. The collection of data begins with the design and testing of survey instruments and respondent materials, followed by the conduct of the actual survey. Each step is discussed below. Corpus Christi Travel Survey Contract Scope Design The design stage is the most critical stage of the process. In addition to the design of the recruitment and retrieval questionnaires, careful consideration needs to be given to establishing relevancy in the mind of the respondent, designing forms and language that are easy for the respondent to use. Recruitment Instrument. Data to be collected during the recruitment interview will include general household and person within household information. Computer-assisted telephone interviewing (CATI) technology will be used for this project phase. For the Corpus Christi study, we will use more sophisticated programming, into the instrument itself, of data checks (e.g., from the TTI program) and pop-up menus of response categories (e.g., vehicle types and models). Respondent Diary. The respondent diaries are important are critical in the collection of complete and accurate data. They must capture the attention of respondents, facilitate the recording of travel information and be easy carry during the travel day; they must be simple and unambiguous; they must be appropriate for limited literacy residents; and they must be easy to use for transmitting the data to the trained Interviewers that will be retrieving the data. The Consultant Team recommends a modification of the Houston -Galveston format to be more checkbook size. This format was tested and successfully used in San Diego and Research Triangle household surveys. Retrieval Instrument. This is a critically important instrument in the collection of quality data. It is the actual repository for the original data regarding activities and trips of household members. The consultant will use CATI for data retrieval. The benefit of CATI at this stage is that the CATI program includes data checks that will alleviate much of the need for edit checks. These pre-programmed checks will incorporate criteria developed by TTI. Translations. All forms and questionnaires will be produced in English and Spanish. For all of the instruments required, the Consultant Team will deliver a comprehensive list of data elements. This type of general menu has proven useful for guiding consideration and for making decisions regarding content. Data Collection H'-wehold Survey Using a telephone -mail -telephone method, the data collection follows the logical sequence of steps: advance letter, recruitment, diary placement, reminder, data retrieval, and diary recovery. All steps are critical to the collection of reliable quality data. Advance Letter. the Consultant Team will use an advance letter for the Corpus Christi survey. The purpose of the letter is to establish relevancy of the project in the mind of the respondent and has been shown to result in a statistical significant increase in response rates. It will be mailed to listed sample households approximately 4 days before the recruitment call is placed. Telephone Recruitment. The objectives of the recruitment call are to ensure participation in the study and to collect relevant household and person demographic information, as well as vehicle data. The call itself is carefully timed with the arrival of the advance letter and up to 6 attempts will be made to recruit a household before a final disposition is assigned to that sample piece. We have found that between 75 to 80 percent Of recruited households actually provide complete, usable travel data. Key in achieving this rale is the need to make the household informant fully aware of his/her responsibilities. Diary Placement. The day following the recruitment call, a packet of respondent materials is prepared and mailed to the household. Typically included in this packet are diaries for each household member age 5 or older; a vehicle information form to record make, model, fuel, and odometer readings; instructions for completing all forms; answers to most commonly asked questions; a reminder sheet for the travel day; and a refrigerator magnet. If the respondents have any questions about the packet, a toll-free number is provided (that is, a travel survey hotline number). Reminder Call. The evening prior to the assigned travel day, a survey specialist contacts the household to ensure that the packet was received, answer any last minute questions, and remind the household informant to record odometer readings of all household vehicles. Corpus Christi Travel Survey Contract Scope Telephone Retrieval. Data retrieval interviews will begin on the day after the assigned travel day. Up to ten attempts will be made to complete data retrieval for each household. A completed household is defined as one from which diary information has been obtained from all household members aged five and older; diary information for all household members is provided by one household member. If a household has not been contacted (for whatever reason) within four days after their designated travel date, the household will be replaced. If a household reports that no trips were made on their travel day, the interviewer will ask for additional clarification to determine if there were adequate reasons for not participating in any activities and record information on the survey form. The survey information for households reporting zero trips will be reviewed by a supervisor to determine if the response was reasonable. If the supervisor determines that the response is not reasonable, the household will be considered a non -respondent and will be replaced. The Consultant Team will validate approximately 15 percent of each interviewer's work by conducting a follow-up call to the respondents. A random sample of completion's collected from each interviewer's work will be selected for validation. Respondents will be asked specific questions from the questionnaire and strategic questions about the interview process. To provide documentation of the process, a validation questionnaire is retained for each validated interview. If, at any time, validation indicates the possibility of systematic errors or falsification of any type, a 100 percent validation of the interviewer's work is conducted and the interviewer will be asked to stop work. Interviewers on the project will be well trained and experienced in conducting phone interviews. Diary Recovery. Because the actual diaries used by household members on their travel day can be a useful check on quality, we will request the return of the diaries. This will be facilitated by the inclusion of a business reply envelope in the packet of survey materials. In addition, at the completion of the retrieval call, the survey specialist will remind the household members to return the diaries. He^ehold Survey Data Checks. During the first three days of data collection, data will be checked daily by the project manager or a senior professional staff member. Any item exhibiting an usually high non- response is immediately flanged and adjustments are made in the process to alleviate the problems. Subsequently, checks of key variables will be conducted, the results of which will be submitted to the MPO and TxDOT every two weeks for review and discussion. Included in these checks are a comparison of key demographic variables to census data, an update on progress by sample strata, and reporting on zero -trip households. In addition to the communication of data via these reports, the Corpus Christi MPO and TxDOT staff will be able to access the data on a daily basis via an electronic bulletin board established by the Consultant Team. The bulletin board will be accessible with a 14.4 baud modem, and supports most communication software packages. Subtask 1.4: Editing and Correcting Survey Data The use of CATI for the recruitment and retrieval interviews will greatly reduce the need for editing and correcting of survey data. Throuoh the use of paradox programming software, The Consultant Team can program checks within the information (across data files) reported by an individual household member and also among household members (particularly if household members travel together). The use of CATI can not only cut down on editing and corrections, but can also reduce the time it takes to retrieve data. The impact on the survey will be higher response rates, more accurate data, and a faster flow of data from collection to analysis. The most important item to be checked in this immediate quality control procedure is the number of trips reported by person and household. In every instance where no trips are reported for the entire household or for persons who are expected to travel (such as students and employed individuals), a supervisor will be required to check with the respective interviewer to confirm that the household was fully queried regarding trips. In any doubtful cases, a confirmation call will be made to the household to validate the no -trip report. In the biweekly reporting from the survey, a tally of no -trip Corpus Christi Travel Survey Contract Scope households will be submitted, including both absolute numbers and percent of households to dale. A second editing and correction check will be done internally after data has been computer entered. The consistency checks are similar to those that TxDOT TP&P will implement. This will allow for checking of data every two or three days and more immediate corrections and call backs for completion. A third and definitive quality control check will be done at TxDOT TP&P. The Consultant Team will be responsible for correcting and completing all data that do not pass the TxDOT edit and consistency checks during the survey period and within 60 days after completion of the actual survey data collection in the Corpus Christi study area. To compensate for any household records that are ultimately rejected in the edit checks, we will collect a five to ten percent excess of data in each sample cell. As in past surveys, the survey manager or firm principal will certify the batches as corrected and useable. Subtask 1.5: Processing and Geocoding Survey Data This subtask will involve close collaboration between TxDOT and the Consultant Team. We plan to deliver to TxDOT in a timely and accurate form, all the data required to provide cross - classified data for all the key statistical reporting elements. The major effort the we will undertake in this sublask is the geocoding. The Consultant Team will geocode all trip destination responses to traffic serial zones (TSZs) in the Corpus Christi study area. The actual geocoding will be performed using the mapping data on the traffic serial zone structure provided by the MPO and TxDOT. The MPO will coordinate securing a complete and up-to-date set of serial zone maps. In addition, the Consultant Team will secure commercial maps and other tools that will facilitate the geocoding of addresses. To the extent possible, electronic versions of geocoding materials will be obtained and used by the consultant. A geocoding manual will be prepared to document the actual procedures to be used and to deal with the various patterns that are anticipated in the study. For example, dealing H^,ehold Survey with landmarks and intersections will be important. For that reason, the Consultant Team will prepare a listing of landmarks (a city hall, a specific school, a shopping center, etc.) and provide the particular TSZ for that landmark. For intersections which overlap TSZs, we will implement a procedure for assigning a quadrant to a trip record. This can be done in a random manner, except for frequently appearing intersections that might be related to a common destination such as a bank or school. Trips not codeable will be identified with a code of 8888. External trips (originating or terminating outside the study area) will be coded 9999. The Consultant Team will coordinate this geocoding with the external survey procedures. The final product for deliveryto TxDOT will include a TSZ code for every survey trip record. Subtask 1.6: Survey Documentation and Reporting A report presenting all methodological and procedural details of the survey will be prepared and submitted to the MPO. The report will also include the actual results of the survey and analysis of the survey data. In addition, the deliverables for the survey will include all household survey forms completed by interviewers and those returned by households in the study area. These forms will be sorted by ID number and will have a computerized listing to identify content in each container (storage boxes). The final report will contain sections covering the following topics: • Household Samples, including original sample cell sizes coals, final results by cell, difference between goal and final results, detailed documentation of the recruitment effort, tables describing the total original sample, the sample for which characteristics were collected or imputed, the actual Corpus Christi Travel Survey Contract Scope recruited households, and the actual participating households. • Survey Design, including original copies of all materials, documentation of recruitment and data collection materials, procedures and results on participation and refusals, procedures and results on reported '0 trip' travel diaries, callback/data collection procedures, technical information on oversampling of lower -incidence cells, and results of materials recovered by mail back from households. • Survey Implementation (data collection), including quality controls, editing and corrections, production by travel date, and summary tables for household participation. • Geocodina, including training and procedures, materials, and results of effort. • Summary of Statistical Results, including tables reporting trip rates by household types, auto occupancies, time -of -day travel distribution, trip lenoth frequency distribution (provided by TxDOT), travel mode, transit fares, and parking costs. Additional air quality data will be reported, including vehicle ace and mileage for households. Most of these results will be cross -tabulated, relating characteristics like vehicle ace by household income, etc. The consultant will submit a draft report in twelve copies, allowing appropriate time for review and critique. After receipt of a consolidated copy of the draft report with comments from the MPO, we will prepare a final report and submit fifty copies of a final report in an attractively covered and formatted version. The Consultant Team will provide fifty copies of the report, one camera- ready original, and one copy on floppy disk in Word Perfect 6.0 format to the MPO. Task 2.0: Special Generator Survey Purpose: This task's purpose is to provide information on those unique land uses having special trip generating characteristics which normal trip attraction rates do not adequately reflect. The special generator survey emphasizes the generating establishment's noteworthy and distinouishing characteristics. The information developed from the special generator survey will enable the MPO and TxDOT to determine trip attraction rates, both person and vehicular, for internal person, auto -driver, and truck -taxi rates. This survey will consist of four pieces: establishment features; employee characteristics survey; survey of travelers' characteristics coming to the facility, including by truck -taxi; and total travel characteristics. The following describes the approach to and analyses of the special generator travel surveys. Subtask 2.1: Selecting Special Generators One establishment, Driscoll Children's Hospital, will be fully surveyed. The site will need to be evaluated prior to recruitment to determine survey feasibility. A site plan will be reviewed for logistical considerations and also to ascertain whether collection of survey data will provide accurate and reasonable trip attraction results. (Hospitals were reluctant to participate in the San Antonio special generator survey and replacement sites had to be substituted.) If Driscoll Children's Hospital refuses to participate, a suitable similar generator agreed to by the Consultant Team, the MPO and TxDOT will be surveyed instead. Three establishments will be partially surveyed: • Corpus Christi Naval Air Station • Ingleside Naval Station • Texas A&M University at Corpus Christi A site plan will be reviewed for logistical considerations and also to ascertain whether person counts or vehicle counts will provide accurate data. If any of the three establishments refuse to participate, a suitable similar generator Corpus Christi Travel Survey Contract Scope agreed to by the Consultant Team, the MPO and TxDOT will be partially surveyed instead. Subtask 2.2: Recruiting and Screening The methods used to solicit special generator participation will be to contact the special generator by telephone. The questionnaire will be similar to that described in the RFP where the questions will center on characteristics of the generator itself: employees, students, personnel living on base, activities (stores, beds, hours of operation, etc.) This will also include soliciting information regarding the layout of the generator: parking lots, parking costs (if any), driveways, delivery areas, bus stops, any planned special events, etc. In addition, information packets will be distributed to all special venerator manacers during the initial recruitment contact. A request for truck delivery information (existing trip logs or delivery schedules) and truck driver participation will be included as part of the contact with each special generator. Senior professional staff will contact the manager director of the special generators lo acquaint him,Ther with the proposed full or partial surveys and to request their cooperation with distributing and collecting the surveys to and from their employees (for the full survey of Driscoll Children's Hospital), as well as to permit surveyor access to their facility. In cooperation, the MPO will send letters directly or provide signed copies of letters in advance to the site managers on city, MPO, TxDOT, Chamber of Commerce, or other official stationery requesting the establishments' participation (the consultant will provide sample text for these letters). Building on the Team's local community strengths and relationships, we will also use personal contacts to help convince the managers of the usefulness of the study if they are reluctant to participate. Special r—" erator Survey Subtask 2.3: Conducting the Survey Initially, the Consultant Team in cooperation with TxDOT and TTI will review, finalize, and mutually agree upon the survey instruments and methodologies to be used in this survey. Surveys of the special generators will be held during the hours of normal operation on weekdays when the special generator has regular operations. At Driscoll Children's Hospital, employees will be sampled in order to obtain a representative trip attraction potential for the site. This will involve distributing employee surveys to all employees, but only a sample of the returned surveys will be processed. We will include survey records for 20 percent of the total employees on- site during the survey day. The employee surveys delivered previously will be distributed through the personnel office and collected within a week after the survey. If the number of employee surveys returned is less than 20 percent of the total employees cn-site during the survey day the special generator contact person will be contacted several times and asked to persuade employees to return their surveys. If repeated contacts does not elicit additional surveys to achieve the 20 percent threshold we would ask the MPO to intervene on our behalf. The Consultant Team will send crews to administer the non-employee (visitor) survey to travelers coming to the site in automobiles, pickup trucks, buses, Taxis, trucks, bicycles, and/or pedestrians (walk trips). The schedule for conducting non-employee interviews will be based on collecting both peak and off peak travel so that trip purpose and auto occupancy data will be representative of the 24-hour period. Since the Hospital operates 24 hours per day, the visitor survey will be conducted between 6 a.m. and 12 midnight. Since the full special generator survey focuses on trip attraction and production characteristics of the site, the Consultant Team will survey representative numbers of non- employees. The Consultant Team proposes to survey every nth trip entering the site so that the number of total samples returned will be sufficient to provide statistically valid results. We will attempt to collect at least 30 trips for each trip purpose and mode - at least 100 auto -driver and auto -passenger - and a representative sample of truck -taxi and bus (if transit service is provided) Corpus Christi Travel Survey Contract Scope surveys for the Hospital. Truck trip information will be collected either through trip logs or delivery schedules, or the truck drivers will complete our survey questionnaire upon arriving on-site. A truck count will also be taken. The full special generator employee survey will cover general questions about the employee household, including address, household size, employment, vehicle availability, and income. It also covers specific trip making questions on mode of travel to work, number of occupants if the employee is an auto -driver, parking lot used and cost for parking, average household income, transit bus fare if the employee is a bus passenger, arrival and departure times, and information on the return trip home. In addition, questions regarding non -home-based travel to the site will be asked, including walk and bicycle ride to generator. TTI will provide the survey form to be utilized. The full non-employee survey vrill cover visitors traveling to the special generator. The information solicited will cover the same data as the employee survey, except the travel to the site will cover trip origin, trip purpose, and time of day for one trip with the special generator as it's origin or destination. Again, the questions on walk and bicycle trips to the site will be asked. This survey also includes travelers arriving by commercial truck or taxi. We will use the survey instrument titled Work Place Freestanding Non-employee Survey for all non-employee special generator surveys. Interviewers will be instructed, prior to the survey, to scratch out any questions that should not be asked. For example, before surveying visitors to the hospitals in San Antonio, question 5: (What is the reason for coming here today?) had to be omitted by the interviewers and no problems were encountered. Hospital administrators felt the question was too sensitive and could upset visitors. Any such decisions to modify the questionnaire will be made in conjunction with MPO and TxDOT staff prior to survey execution. All modified survey questionnaires will be pre- tested. If only minimal changes and additions to the questionnaires are proposed , we will pre-test using a mutually agreed upon number of MPO, and TxDOT District staff. The final full survey component will cover actual travel to the site in the aggregate. It will include Special rerator Survey total travel of either person or vehicle trips, commercial truck and taxi travel, employees present the day of the survey, and bus service to the facility, if any. Twenty-four hour mechanical traffic counts will be taken at each of the driveways serving the special generator: if site and/or driveway layout prevents using mechanical traffic counters Then surveyors will be stationed at site entrances to conduct person counts for up to 12 hours. Truck and taxi arrivals at the surveyed special generator will be counted and interviewed where possible to determine percentage of truck -taxi to total trips. Taken together, these data will enable TxDOT to calculate trip production/attraction rate information for each variable of interest. Both the employee and visitor survey forms will be provided in English and, if necessary, Spanish- speaking interviewers will be on hand. While the survey is in progress, a senior staff person will be on site to supervise data collection. This supervisor will oversee the survey data collection effort and when needed, will talk to people interested in explicit survey details and provide them with business cards. The partial survey for the three designated sites will consist of a General Information survey and 24-hour vehicle and/or person counts in addition to commercial vehicle counts. The General Information survey will elicit pertinent trip generating characteristics including: • Number of employees (both military and civilian) • Number of people residing at the special generator ( i.e. base housing or student dormitories) • Number of students • Number of full and part-time faculty Subtask 2.4: Editing and Correcting Survey Data The Consultant Team will collect the survey forms from the day's survey and from the personnel office (collection completed within one week). As the completed surveys arrive, we will review them to check for obvious inaccuracies or omissions. We will begin manual editino, data entry, and geocoding as the full generator survey is completed. Survey data will then be provided to TxDOT for computer editing. Corpus Christi Travel Survey Contract Scope TxDOT will provide the Consultant Team documentation of the batch edit results within a mutually agreed upon time frame so that we can make any corrections necessary to the base data file. After editing, the geocodes will be appended to the base data file. Subtask 2.5: Processing and Geocoding Survey Data We will geocode employee surveys for each special generator trip with a special generator trip end that includes identifiable cross streets or street address. Surveyed visitor trips will be geocoded. The computer analysis will be performed by TxDOT and results provided to the Consultant Team within a mutually agreed upon time frame. We will incorporate the results into the Special Generator Report. Subtask 2.6: Survey Documentation and Reporting The special generator technical memorandum will document the survey methodology and results. As requested in the RFP, it will include graphics and tables representing survey instruments and methods, and summarizing survey results. Specific technical memorandum sections will include the following: • Survey desion - Survey instruments - Recruiting procedure - Surveyor training • Survey administration • Survey implementation Timetable Quality control • Geocoding • Trip linking - TxDOT to perform analysis • Special generator summaries (per generator) - Descriptions - General information form - Site layout • Survey results (per generator) •- TxDOT to perform following analysis: Special ' -Therator Survey Trip attract rates by purpose (general and detailed) Employee mode of travel, time of day distribution and vehicle occupancy Non-employee mode of travel, time of day distribution and vehicle occupancy Trip length frequency by purpose Trip orientation (sector to sector) by purpose Twelve draft copies of the technical memorandum will be furnished to the MPO for review comments. The MPO will return a copy with one set of consolidated review comments for making the revisions. Upon receipt of the comments, the Consultant Team will make a final technical and Corpus Christi Travel Survey Contract Scope upon MPO acceptance, we will send 20 copies to the MPO. In addition, we will send one camera- ready original and a copy of the technical memorandum on floppy disk in Word Perfect 6.0 format. Copies of the surveys themselves (sorted by ID number prior to submission) will also be provided to the MPO. Because of the sensitive nature of these data, reporting format will be discussed with MPO and TxDOT personnel to prevent unwanted distribution of the confidential survey results from individual employers. Task 3.0: External Travel Survey Purpose: This task's purpose is to collect data on the number and characteristics of person and vehicle trips, including trucks, through the study area (external -through trips) and from the local study area to outside the study area (external - local trips). Eighteen external station locations have been identified by the MPO and TxDOT personnel, and these locations are listed on Table 3.01. The inbound trips are assumed to mirror the outbound ones. Table 3.01 Corpus Christi Study Area External Station Locations FM 3024 at the Live Oak County line IH 37 at the Live Oak County line SH 359 at the Bee County line US 181 at the Bee County line US 77 at the Aransas River / San Patricia County line FM 136 at the Aransas County line SH 188 at the Aransas County line FM 1069 at the Aransas County line SH 35 at the Aransas County line Park Road 22 at the Kleberg County line US 77 at the Kleberg County line BUS 77 at the Kleberg County line FM 665 at the Jim Wells County line SH 44 at the Jim Wells County line FM 1833 at the Jim Wells County line FM 624 at the Jim Wells.County line FM 70 at the Jim Wells County line SH 359 at the Nueces River / Jim Wells County line Subtask 3.1: External Pilot Surveys The Consultant Team will conduct three pilot surveys to determine whether mailback or intercept surveys provide valid data on commuter travel patterns and overnight visitor travel patterns. The three pilot surveys will be conducted at one external station. Corpus Christi Travel Survey Contract Scope The three external pilot surveys will test the following: • A survey instrument and methodology to collect data on the number and geocoded locations of trips made internally by persons that make trips into the Corpus Christi study area on a regular ( or frequent basis) or were traveling into the study area just for the day. Two methods will be tested; an intercept survey at the external station and the use of a mail -back survey instrument. The interview method will be used to collect data from 50 outbound vehicles and mail -back survey instruments will be distributed to 100 outbound vehicles. Only vehicles with persons identified as regularly making trips into the Corpus Christi study area or who were just there for the day would be included in this pilot test. • A survey instrument and methodology to collect data on the number of trips made internally by persons who were overnight visitors to the Corpus Christi study area. These persons include tourists, relatives, and/or business travelers. Two methods will be tested; an intercept survey at the external station and the use of a mail -back survey instrument. The interview method will be used to collect data from 50 outbound vehicles and mail -back survey instruments will be distributed to 100 outbound vehicles. Only vehicles identified as overnight visitors to the Corpus Christi study area would be included in this pilot test. • A survey instrument and methodology to collect data on the number of trips made internally by persons that make trips into the Corpus Christi study area on a regular ( or frequent basis) or were traveling into the study area just for the day. Two methods will be tested; an intercept survey at the external station and the use of a mail -back survey instrument. The interview method will be used to collect data from 50 outbound vehicles and mail -back survey instruments will be distributed to 100 outbound vehicles. Only Exte ^1 Travel Survey vehicles with persons identified as regularly making trips into the Corpus Christi study area or who were just there for the day would be included in this pilot test. The additional questions and survey form modifications will be developed cooperatively with the MPO, TxDOT, and TTI. The pilot surveys will be structured and administered as described in the following external survey subtasks. Subtask 3.2: Site Selection At each of the 18 external stations, the Consultand Team will develop a traffic control plan to promote safety at the site and provide for smooth traffic flow. The individual plans to be used in the Corpus Christi survey are found in Ficures 3.01 and 3.02. Existing condition diagrams of the sites provided by TxDOT, if available, will be used for revising these plans, which we will field verify with the MPO and TxDOT. These diacrams will include information on geometries, driveway locations (if any), and travel lane and shoulder dimensions and designations. The actual survey site will be selected jointly with the TxDOT Corpus Christi District staff considering safety, location, and requirements of the Texas Manual on Uniform Traffic Control Devices. The external station traffic control plans will be submitted to TxDOT's Corpus Christi District office for approval prior to conducting the external station surveys. Generally, the plans will outline the procedures fcr narrowing the travel lanes down to one through lane in the outbound direction. Depending on the crew size (ranging from one to four surveyors, one or two sheriff's officers, and up to two vehicle classification counters), one to four vehicles will be moved out of the travel lane onto the shoulder for the surveyors to conduct the surveys, and the rest of the traffic will resume its regular flow. Our experience shows that the survey takes approximately two minutes, including the time spent diverting the vehicles to the shoulder (the pilot intercept surveys may lake four minutes). After the group has finished its survey, the vehicles will resume their travel, and the next group of vehicles will be directed to the shoulder for personal interviews. Traffic congestion could occur during the survey at the external stations with high traffic volumes (IH -37, US 77, etc.). When traffic congestion occurs one eighth of a mile from the survey site, the interviewers will be Corpus Christi Travel Survey Contract Scope pulled off the road and traffic will be flagged through the site. The survey will resume when the congestion diminishes. This will lessen safety concerns and possible bias of the survey because of irritated motorists being unduly delayed. As part of the public and interagency coordination procedures, we will discuss the plans for the external survey with TxDOT- Corpus Christi District personnel and representatives of the sheriffs' departments early in the process. Also, the Consultant Team will develop adequate public notification procedures in coordination with the TxDOT- Corpus Christi District Public Information Office, as the Consultant Team has done in San Antonio, Amarillo, Brownsville, Jefferson -Orange -Hardin counties, Houston - Galveston, and elsewhere. Subtask 3.2: Survey Training and Pre-test Based upon experience with external station surveys, the Consultant Team will build on the previous training manuals for use in conducting the Corpus Christi surveys. They will provide a definition of vehicle types, and procedures and checklists for survey set-up, administration, and take-down. Safety procedures will also be covered. We will also add a supplementary questionnaire and map to obtain truck travel patterns and truck classification data for surveyed trucks. A pilot survey will be conducted to accomplish three primary functions. First is to coordinate and familiarize the project Team with the survey process and operation. The project Team includes not only the surveyors and District set-up crew but also the sheriffs, MPO, and TxDOT personnel interested in the survey. The second function is to familiarize the surveyors with the survey instrument itself. Thirdly, it will also provide a pre-test of the truck survey and map routing procedures. Exte Travel Survey Subtask 3.3: Conducting the Survey Initially, the Consultant Team in cooperation with TxDOT and TTI will review, finalize, and mutually agree upon the survey instruments and methodologies to be used in this survey. The Consultant Team has used the personal interview successfully in Houston -Galveston, Jefferson -Orange -Hardin counties, San Antonio, Amarillo and Brownsville, Texas; Phoenix, Yuma, and Flagstaff, Arizona; Tampa, Florida; and Istanbul, Turkey. Using crews of surveyors, we will administer the survey to each of the stopped vehicles. The data will include, at minimum, trip origin and destination, vehicle occupancy, and vehicle classification (auto -driver automobiles, auto -driver pickup trucks, and commercial vehicles). If any driver does not want to participate, the driver will be allowed to resume travel as soon as a safe departure time is determined. The survey will be conducted during daylight hours on Mondays through Fridays. A videotape will be taken of the survey site once the traffic control devices are set up and before surveying begins. The survey will be conducted for up to 12 continuous daylight hours or total daylight hours at each site. The accuracy and sample size will vary by site. For those sites with low traffic volumes, the sample size will be high relative to the universe of traffic at that site, lowering the resulting error. For the sites with large traffic volumes, the percentage of the sample size relative to the universe will be high; however, the error will also be small since the larger the universe, the lower the error. A minimum of 300 useable surveys will be taken at external stations having 12 -hour volumes of 1,000 or greater in the outbound direction. For stations with 12 -hour outbound volumes less than 1,000 an attempt will be made to survey all outbound vehicles. In addition to the sample survey of vehicles exiting the study area, the Consultant Team will perform 24-hour traffic counts for both the inbound and outbound traffic lanes and 15 minute interval traffic counts on the survey day using vehicle classification counters. Extra counts will be taken if counting problems, such as broken Corpus Christi Travel Survey Contract Scope tubing, occur during the survey travel day. The Consultant Team will use information gained during previous surveys to determine with accuracy the correct crew size by traffic volume needed for efficient and safe survey execution. To assemble a good external -local and extend through the truck trip table, we will ask truckers to complete a supplemental questionnaire. It will cover fleet classification, based on on -road fleet regulated vehicle classes, vehicle age, plus a map for truckers to highlight his/her routing for the trip. Task 4.0 describes this in more detail. The pre-test will allow refinements to the questionnaires, maps and survey methodology prior to full survey implementation. Subtask 3.4: Editing and Correcting Survey Data As the survey results come in, the Consultant Team will enter the information in the specified format and forward to TxDOT to have the edit and logic checks performed. If records are identified as incomplete they will be returned for further editing and correction. We will correct the errors in a timely manner. Once corrected, a senior staff manager will certify the batch of data as complete as part of the quality control procedures used for each survey. Subtask 3.5: Processing and Cseocoding Survey Data After the surveys have been run through the final edit checks, we will becin geocoding the origin - destination information. The geocoding is generally best performed by people with knowledge of the study area. The basic elements of the geocoding process follow. The first step is to relate the address (or place) on the survey record to a map where the traffic serial zones (TSZs) have been identified. The TSZ number is then transferred back to the survey record. As places are geocoded, a list of common sites with their associated TSZ will be developed. This listing helps to save time and improve accuracy since those repeated addresses will not have to be located on the map every time. Those records that can not be geocoded will be assigned a TSZ of 8888. Those survey records indicating a trip originating outside of the study area but entered Exter" Travel Survey on an unknown external station will be assigned a TSZ of 9999. The geocoding booklet/file will be available for use in all surveys. The geocoding for the truck surveys will include not only origin -destination codes, but also a route code. Only after an atlas of routes is developed from the surveys can we develop a secondary code to key major truck routes for external truck movements. The Consultant Team will add this field(s) to the data set early to coordinate with TxDOT editing procedures. TxDOT will perform the computer analysis and the results will be provided to the consultant. We will . incorporate the results into the External Travel Survey Report. Subtask 3.6: Survey Documentation and Reporting The results of the external station findings will be documented in a draft report. It will include survey design and implementation (study procedures and methodology), geocoding, and a Corpus Christi Travel Survey Contract Scope summary of survey results. Specifically, small sample external -local and external -through matrices, refusal summaries, trip purpose, auto occupancy, mode of travel, vehicle classifications, vehicle occupancy and trip length frequency, will be provided by station. More detailed data on truck routes and vehicle type and age will also be documented. The Consultant Team will provide 12 copies of the draft final report. The MPO will, in turn, consolidate review comments and provide one set of comments for our use in revising the draft. The Consultant Team will prepare a final report. Fifty copies of the final report will be provided to the MPO together with one camera-ready original of the final report. Attractive covers will be used and graphics used liberally throughout the report. We will provide a final corrected version on floppy disk in WordPerfect 6.0 format. The data set and original surveys, sorted by ID number, will aiso be provided. Compiled for all the surveys, the Consultant Team also will provide a copy of the geocoding file and accompanying instructions. Task 4.0: Commercial Truck Survey Purpose: With the 1990 Clean Air Act Amendments and the 1991 passace of the Inver modal Surface Transportation Efficiency Act have come increased pressure on metropolitan areas to develop congestion management plans and transportation plans in compliance with the State Implementation Plan for air quality. Among the ensuing results has been a need to develop more accurate and complete information on area trucking patterns. This task includes several elements to achieve this goal: • Developing a total estimate of commercial trucks operating in Nueces and San Patricio counties against which regional truck trip rates can be applied • Estimating proportions of commercial vehicles operating in the study area by vehicle weicht, fuel type, and more traditional vehicle classification data • Developing local truck trip rates by vehicle classification (explained below) • Determining average truck trip length (in miles and minutes) • Estimating proportions of commercial truck trips occurring by time of day • Estimating commercial truck vehicle miles traveled (VMT) • Developing origin -destination data for creating a truck trip table (these data include local, external -through, and external -local trip matrices) and determining the likely routing cf commercial vehicles on the roadway network • Determining truck trip ends by type of land use activity Subtask 4.1: Survey Design, Methodology and Pre-test Initially, the Consultant Team in cooperation with TxDOT and TTI will review, finalize, and mutually agree upon the survey instruments and methodologies to be used in this survey. Corpus Christi Travel Survey Contract Scope Developing the estimate of total commercial trucks operating in the two -county area presents a challenge since county vehicle registration data include trucks registered in the area but not necessarily operating there. In addition, trucks operate in the area that are registered elsewhere. Our approach is to begin with the motor vehicle registration data for the two counties. These need to be classified into the on -road regulated fleet categories for the relevant types of vehicles. Only trucks with six or more wheels on the ground and weighing 6,000 pounds or more will be classified as commercial vehicles. Although other types of commercial vehicles operate in any urban area, inclusion of these vehicles in the survey increases the probability of double -counting trips in both the household travel activities and commercial vehicle surveys. The commercial vehicle sample will be selected at random from vehicle registration data for vehicles classified as: light- duty gasoline vehicles weighing over 6,000 but less that 8,500 pounds, heavy-duty Gasoline vehicles (over 8,500 pounds), and heavy-duty diesel vehicles (over 8,500 pounds). TxDOT has provided the consultant with the TxDOT Division of Motor Vehicle Titles and Registration data. With the list of vehicles and accompanying registration/ownership data, the Consultant Team will sort these and create a data base from which we can select businesses to sample. We will sample approximately 500 vehicles with proportionate representation of each vehicle class. In brief, the Consultant Team plans to stratify the list and rank these according to numbers of vehicles registered. Then, we will select the sample using a weighted systematic sampling procedure. During the survey, the Consultant Team will ask vehicle owner/operators to record all of their trips during one weekday (Monday through Friday). Vehicles not operating in the Corpus Christi study area on the selected weekday would be replaced in the survey. Commer.iel Truck Survey Data gathered about the use of the vehicle in the two -county area will include: • Origin and destination of each truck trip, indicating whether the trip is internal, external - local, or external -through • Type of land use present at each destination (such as residential, office, retail, industrial, public, institutional, etc.) • Type of truck, classified according to seven categories based on number of axles (three to six) and the number of units (single, semi, semi -double) (Figure 4.03) • Odometer reading at the beginning and end of each travel day • Model year of truck and type of fuel used • Arrival and departure time of each truck trip The Consultant Team will also ask about whether the vehicles are in the shop for repair or are operating. Since these firms may also use vehicles registered elsewhere, we will ask about these and obtain detailed vehicle characteristic information. The questionnaire the Consultant Team uses will be furnished by TTI. For advanced publicity on this part of the survey, the Consultant Team will enlist the help of the area's trucking association representative(s). Estimates of average truck trip lenoth and trip length frequency distribution will be derived by geocoding sampled truck trips. Truck trips will be stratified by classification and weight to determine variations in trip length frequencies. Trip length frequency analysis will be performed by TxDOT. The survey data will be collected using a call- back telemarketing procedure similar to the one used in the household activity survey. The Consultant Team plans to use the two -county motor vehicle registration list from which to draw the samples. We will gather the samples through a three-part screening process which determines (1) if the truck is either a commercial or public agency vehicle or if it is a personal use vehicle (vehicles not used for commercial purposes will not be surveyed); (2) if it is a light-duty gasoline truck (6,000 to 8,500 pounds), heavy-duty gasoline truck, or heavy-duty diesel truck; and (3) whether the truck owner would agree to provide one day's travel record. The Consultant Team plans to use a random statistical method as Corpus Christi Travel Survey Contract Scope the basis of our survey sample. If the truck driver agrees to participate and already keeps a daily log (complete with travel times of the day), the recruiter would make a call-back appointment to collect the data and input it onto an approved truck data form (See Figure 4.02). If the truck driver does not ordinarily keep a tog, the official truck form would be mailed to him or her. The completed information would then be collected via a telephone call-back or meeting to transcribe data from their logs, plus we will send a post paid envelope for the trucker to return the map indicating on which trips correspond to a designated truck route. The trip logs will be reviewed to ensure that the Zoos reflect travel by time of day. From this set of data, average trip rates can be developed and applied to the universe of trucks. The issue of truck routing bears discussion. Early in the study, we will meet with local, county, and state officials 10 determine the location and designation of truck routes throughout the study area. Once plotted on maps, we will oeocode them with a separate designator which will a allow additional analysis to be conducted. Thus, when a truck log shows an origin and destination, we can also add the routing code to this Geographic data field if the trucker has indicated he/she used an official route. We plan to use these maps for the external survey of truckers as well. An estimate of commercial truck VMT will be developed from vehicle classification counts and reported by functional roadway classification. This work is included and explained in the air quality survey (Task 5.0). External truck traffic will be inventoried as part of the external travel survey (Task 3.0). The estimated truck VMT made by trucks passing through the external cordon of the study area will be removed, and the resulting total truck VMT will be divided by surveyed sample truck VMT which will yield an expansion factor. Sample truck trips will then be multiplied by the expansion factor to yield an estimated total truck trips which will then be divided by the sample average trips per truck to compute an estimate of total trucks operating in the Corpus Christi study area. The surveyed sample truck VMT required to calculate an expansion will be provided by TxDOT after the consultant team has provided TxDOT the truck trip file necessary to build the sample truck trip matrix. Commer'l Truck Survey Subtask 4.2: Training As with the household activity travel survey, the Consultant Team will conduct training for the surveyors on proper telephone screening procedures for the commercial truck survey. Emphasis will be placed on courtesy and accuracy. We will also spend time discussing the use of truck route maps. The Consultant Team will explain how the data are to be used and the confidentiality of collected information so the individual surveyor can answer questions and handle any participation reluctance he or she may encounter. Subtask 4.3: Survey Administration, Geocoding, and Analysis Following the procedures developed in Subtasks 4.1 and 4.2, the Consultant Team will conduct the surveys for determining the two -county truck population and for establishing the trip rates, trip lengths, and routing. Trip rates by on -read vehicle classes will be calculated, using a maximum sample size of 500, with a proportionate sampling per class. Geocoding will commence upon receiving the surveys collected. This early work will also permit any missing or unusual data to be double-checked in a timely way. When we have sufficient truck route data to develop a truck route code, the Consultant Team will assign the O -D code plus the route designator. This may be used to assist the MFFO and TxDOT develop and further refine truck routes. TxDOT may want to use the data to help develop a truck route network on which to model truck flows. We envision that this could be done similarly to how transit travel is replicated and forecast. Truck trip rates (for reporting purposes only) will be determined for each truck classification. Also, the Consultant Team will analyze the truck trip data developed in Task 3.0 and develop statistically reliable trip rale and routing data. The average trip lengths and trip length frequency distribution curves provided by TxDOT will cover all commercial trucks (as defined above) and be broken into the relevant vehicle classes. The' results will be described in statistical and Corpus Christi Travel Survey Contract Scope geographical forms. As previously noted, the data will be analyzed by TxDOT. Data files will be furnished to TxDOT so editing can be accomplished. Using the geocoded truck origin -destination survey data, the Consultant Team will create three truck trip matrices: local, external -local, and external -through. This will permit a greater flexibility in using the truck data later for various purposes. Our survey to estimate the two -county universe of trucks will permit the sampled trip table to be factored by TxDOT to the total. (The Consultant Team will track external -local and external -through responses separately to allow factoring the local universe separately from the external trips.) Subtask 4.4: Survey Documentation and Reporting The Consultant Team will prepare a report presenting the survey design with the survey instruments, screening scripts, and refusal data. It will also cover the survey implementation procedures, including the schedule and quality control procedures used. Complete geocoding procedures will be covered along with the supplemental coding for designated truck routes. Finally, the reports will provide the findings. This will cover both average trip rates and trip length frequency distribution. The geocoded truck surveys will be reported in matrix format for further trip lenoth and trip length frequency distribution analysis by TxDOT. We will present much of the data in graphical form. Twelve copies of the draft report will be furnished for review and comment. Map(s) will be used in the report. After receiving one consolidated set of review comments, we will prepare a final report. Fifty copies of the final report and one camera- ready original will be furnished to the MPO together with the survey forms and data sets. The report covers will be attractive and may be similar to the one used for the proposal as the Consultant Team has done on our past travel surveys. The final report with all corrections incorporated will be delivered on a floppy disk in WordPerfect 6.0. Task 5.0: Vehicle Operating Characteristics (Air Quality) Purpose: Since Corpus Christi has been identified as a possible air quality non -attainment area, this data collection effort has been designed to quantify mobile source emissions of nitrogen oxides, hydrocarbons, and carbon monoxide. This proposed data collection effort will develop relevant traffic -related parameters necessary to conduct region -wide or mesoscale emissions studies. Information necessary to compute thermal state data will focus on region - wide data averaged over a 24-hour period. The proposed air quality data collection effort is also designed to be integrated into The travel survey and data gathering and forecasting effort. Data necessary for air quality purposes will be obtained from existing sources (e.g., motor vehicle registration data); air quality -related questions incorporated into home, special generator, commercial truck, and external survey forms; and the travel speed and delay surveys. A discussion of specific air quality data requirements, data collection methodologies and analyses follow. Initially, the Consultant Team in cooperation with TxDOT and HI will review, finalize, and mutually agree upon the survey instruments and methodologies to be used in this survey. Subtask 5.1: Vehicle Mix The Consultant Team will obtain vehicle mix data primarily from the TxDOT Division of Motor Vehicle Titles and Registration data for the two counties. We will supplement the registered vehicle information with information gained from questions added to the Household, External, and Commercial Truck field surveys. According to the RFP, no data on light duty diesel vehicles are available. However, these data will be estimated from the air quality questions on the home and special generator questionnaires. An estimate of this information will be sufficient for air quality purposes since the percentages of light duty diesel vehicles in the study area are not expected to be high, and the effect of this small percentage of light duty diesel vehicles on regional air quality will not likely be very significant. Corpus Christi Travel Survey Contract Scope A separate requirement is VMT Mix, this is addressed in subtask 5.5. Subtask 5.2: Vehicle Age Distribution and Mileage Accruals The Consultant Team plans to obtain the vehicle age and mileage accrual data from questions added to the questionnaire forms used in the Household, External, and Commercial Truck surveys. We will use the survey questionnaires provided by TxDOT which include questions on vehicle year, make, model, and odometer readings. The Consultant Team will then develop a summary table of vehicle ages cross -classified by accrued vehicle miles for each of the surveyed eight EPA vehicle types. Subtask 5.3: Vehicle Operating Modes The transient mode, including 'cold -start' and 'hot -start' operation, applies lo the first 505 seconds of vehicle operation. For a catalytic equipped vehicle (most vehicles on the road today are catalytic), a 'cold start' occurs when the engine has been turned off for more than an hour. The percentage of time that a vehicle is in a transient mode depends on trip duration. For example, a trip of 1,010 seconds that starts cold will exist 50 percent in the cold mode and 50 percent in the stable mode. It is expected that the traffic in local road and arterials •will have a greater percentage of cold -starts than the traffic on main highways and expressways. This subtask requires no additional effort on the part of the Consultant Team since the number of hot -starts and cold -starts will be estimated as part of TTI's analysis of the household survey data. Vehicle Operatir ^'haracteristics Subtask 5.4: Speed Delay Survey The RFP requests speed data by peak/off-peak period and facility and five area types to validate the speed data input to trip distribution and trip assignment models. These ten facility types will include: • Centroid connectors • Freeways with frontage roads • Freeways without frontage roads (parkways) • Principal arterials divided with grade separations at intersections (superstreets/expressways) • Principal arterials - divided • Principal arterials - undivided • Minor arterials - divided • Minor arterials - undivided • Collectors - divided • Collectors - undivided The following presents our detailed work proorar n for the speed delay survey. The study approach involves the performance of three tasks: • Survey design • Data Collection • Data Analysis Survey design will commence about one month prior to data collection. A well thought out survey design will permit efficient and complete data collection. Data collection is perhaps the focal point of the project because accurate and reliable data is necessary to provide meanineful and useable results. Data analysis will include summaries of surveyed speeds by surveyed network links and also consolidated by area type and facility type. The final report will include a complete presentation of the results using appropriate tables, charts, and oraphics. Survey Design For this survey we are assuming a permitted error of ± 3 rnph in travel speeds with a confidence level of 95 percent as defined in the first edition of Manual of Transportation Engineering Studies (MTES). Travel times will be collected using the floating car method as specified in the MTES. As seen in Table 5.1 (following page) which has been reproduced from MTES, the number of travel runs necessary to obtain the required accuracy depends on the variation in speed between the travel runs. Three travel runs would Corpus Christi Travel Survey Contract Scope permit a range of 5 mph in travel speed between the three runs while five travel runs would permit a range of 10 mph between the runs. The Consultant Team will sample approximately 250 links within the network such that there will be a maximum of 25 links surveyed within each of the ten functional classifications noted above and peak and off-peak time periods will be sampled. These links will be selected in conjunction with MPO and TxDOT staff; TxDOT will provide a map that indicates the ten facility types by the five area types. Three travel runs will be made in both directions during each time period for a maximum of six runs during each time period. However, the early travel runs will be reviewed and analyzed immediately to determine if the speed variation is greater than 5 mph and an adjustment is necessary in the number of runs. The Consultant Team will mutually agree upon them with TxDOT and MPO staff. The survey plan will detail the time periods and location of data collection. The survey plan will be continually monitored and updated to ensure that the data collection assumptions are valid. The survey plan will provide the format for the data collection and Guide the data collection to a thorouch completion. Vehicle Operati,- Characteristics Table 5.01 Approximate Minimum Sample Size Requirements for Travel Time and Delay Studies with Confidence Level of 95 Percent •veiage,� -tinge ino peeif ed ar vell•Speed rmmum Runs?' ori - ermitted s .*n rror IIL ,:•-,o- s'?'^ r±�,,, r M: r t c-7,. M + 1.0m•h +2.0 +3.0 +4.0 +5.0 2.5 4 2 2 2 I 2 5.0 8 4 I 3 2 2 10.0 21 8 5 4 3 15.0 38 14 18 6 I 5 20.0 59 21 I 12 8 6 Source: Manual of Transportation Engineering Studies, Institute of Transportation Engineers, 1994, p. 55 Data Collection/Quality Control Activities: The purpose of this task is to perform the actual travel time and delay studies for approximately 250 network links. The data to be collected includes total time to traverse each link, time stopped and the reason for the step along each link, and the posted speed limit. A survey sheet similar to the one shown in Figure 5.01 will be used for the data collection. This field sheet enables three runs to be recorded on one sheet which will facilitate computer input. It is anticipated that two two -person crews will be utilized for the data collection. The data collection will be performed by trained personnel. A supervisor will conduct spot checks of the Team's data collection efforts while the field work is in progress to guarantee consistent valid techniques. All data will be collected Monday through Thursday between 7:00 a.m. and 6:00 p.m. Peak versus non -peak survey time periods will be mutually agreed upon with TxDOT and MPO staff members. For the actual data collection, the Consultant Team will make one run in both directions on each street surveyed. Then each roadway run segment will be repeated to provide the number of runs (maximum of six per segment) required for the specified accuracy of ± 3 mph and a confidence limit of 95 percent. In addition: Corpus Christi Travel Survey Contract Scope • A supervisor will be directly involved in collecting the data • The data will be reviewed daily and any links exceeding ±5 mph will be re -surveyed • The data will also be reviewed for consistency, completeness, and accuracy, and results calculated routinely to meet required statistical tests. Data Analysis The survey data will be computer input directly from the field data sheets. A compatible computer prooram will be designed specifically for this analysis. The program output will include travel speed, running speed and stopped delay for each street segment according to facility type and area type. The following specific measures will be identified and/or calculated: • Distance D: the length of individual roadway segments in miles • Vehicle Miles Traveled: this is the average daily traffic (ADT) for a segment multiplied by the length (D) of the segment • Travel Time (Ti): the time taken to travel a segment for each travel time run i. The time is measured from mid -point to mid -point of the intersections defining the segment • Average Travel Time (T): the average of the travel times for all the travel time runs for a segment Vehicle Operati Characteristics • Stopped Delay (SDi): this is the total amount of time the vehicle is stopped for traffic controls, congestion etc., along each segment. • Average Stopped Delay (SD): the average of the stopped delay for each segment for all travel time runs • Average Travel Speed (TS): the segment length (D) divided by the average travel time (T) for a segment • Average Running Speed (RS): the length of a segment divided by the average travel time minus the average stopped delay for each segment • Average Speed by Jurisdiction (SJ): this is the weighted average of the individual speeds for the segments in a jurisdiction; it represents the average speed traffic is traveling on the street network surveyed in a jurisdiction The following statistical results will be summarized for peak and off-peak periods in tabular form. Travel time by time period by facility type and area type: • Travel speed by time period by facility type and area type • Running speed by time period by facility type and area type • Stopped delay by time period by intersection approach, facility type, and area type • Stopped delay by time period by street segment, facility type, and area type. The facility type and area type designations are important parameters because they represent two categories that describe highway links coded into the Corpus Christi travel model. The survey results could help TxDOT identify if any changes are necessary to the link speeds presently used in the model. Subtask 5.5: VMT Mix and VMT Estimates Estimates of vehicle miles traveled (VMT) by six facility types and by eight EPA vehicle types are to be calculated for the two counties, Nueces and San Patrick), comprising the Corpus Christi study area. A maximum of 50 vehicle classification counts will be collected for the following functional classifications: • Interstate highways • Other freeways and expressways • Major arterials (divided and undivided) Corpus Christi Travel Survey Contract Scope • Minor arterials (divided and undivided) • Collectors (major and minor) • Local and city streets The 50 vehicle classification counts will be supplemented with count data from the following TxDOT provided sources: • TxDOT Vehicle Classification Report 1994 • TxDOT 1994 Vehicle Classification Design Data • TxDOT maps indicating station locations Each of the 50 counts will be performed for 24 - hours using vehicle classification counters. Though the 50 counts will not be stratified by area type they will be collected throughout the two counties. Similarly, a sampling plan stratified by facility type is not required, however vehicle classification counts will be provided for each facility type with greater emphasis placed on the !ower facility types as recommended by TxDOT. In addition motorcycle counts will be collected manually at three of the fifty sites; the manual counts will be for a two hour period, one hour during peak period travel and one off-peak hour. Total VMT by the six facility types by vehicle type will be estimated using total mileage for the two counties from the 1994 HPMS data and 1994 TT Tables provided by TxDOT. VMT by vehicle type will be converted to the eight EPA vehicle classifications based on a methodology developed by Dennis Perkinson at TTI. The resulting data will be an estimate of VMT Mix for the following eight EPA vehicle classifications: • LDGV • LDGT1 • LDGT2 • HDGT • LDDV • LDDT • HDDV • MC The VMT estimates will also be used to calculate total commercial trucks operating in the two county area. For estimation purposes it has been mutually agreed that a commercial truck is defined as a vehicle with six (6) or more wheels and weighing at least 6,000 pounds. Total truck VMT will be divided by surveyed sample truck VMT which will yield an expansion factor. Sample truck trips will then be multiplied by the expansion factor to yield an estimated total truck trips which will then be divided by the sample average trips Vehicle Operati--"".tharacteristics per truck to compute an estimate of total trucks operating in the Corpus Christi study area. The surveyed sample truck VMT required to calculate an expansion will be provided by TxDOT after the consultant team has provided TxDOT the truck trip file necessary to build the sample truck trip matrix. Subtask 5.6: Survey Documentation and Reporting The Consultant Team will prepare a report outlining our methodology, procedures, and quality control efforts. The report will present findings on the Corpus Christi vehicle mix, ace, and mileage accrual and vehicle operation modes. Included in the report will be a section which describes the TTI methodology for converting vehicle classification counts to the Corpus Christi Travel Survey Contract Scope eight EPA categories and the results from the Corpus Christi data conversion. We will make extensive use of graphic presentations. The report will explicitly outline data sources, assumptions and findings. We will provide twelve draft copies of the report. After receiving a consolidated set of review comments, we will prepare and print fifty copies of the report bound in attractive covers and provide one camera-ready original, and one copy on floppy disk in Word Perfect 6.0 format to the MPO. The Consultant Team will deliver data sheets from the speed delay survey and VMT estimation process to the MPO and TxDOT which will be sorted by ID number and neatly bcxed. Task 6.0: Stated Preference Pilot Survey Purpose: A stated preference survey (SP) will provide additional travel characteristics data that supplement the data collection associated with the revealed preference (RP) surveys. The SP techniques will provide the MPO and TxDOT an accurate picture of the likely effects of traffic control measures or congestion management policies. The main feature of the technique is that it allows policymakers to "experiment" by constructing a series of alternative hypothetical situations and asking respondents to indicate how they would respond if these =situations faced them in reality (that is, to slate their preferences toward the choices offered). Subtask 6.1: Pilot Survey Design and Methodology SP survey design requires several decisions that are best made in cooperation with TxDOT, TTI, and the MPO. These decisions pertain to the following elements: the sample, the instrument, and the survey mode. Typically, SP questionnaires are administered to subgroups (or market segments) in the population universe, and then the models are transferred to broader geographic or demographic populations. In the SP approach, respondents are asked to examine choice tasks presented to them and to pick the one alternative they prefer most in the choice set. This approach deals with hypothetical situations involving stated or intended behavior. Usually, each respondent is asked to examine eight to 27 choice tasks depending on the number of attributes and number of value levels for each design variable. Usually, a fractional factorial experimental design is used lo produce a set of orthogonal design variables where each design variable is comprised of Iwo or three value levels. An SP survey instrument has two important requirements: (1) it should contain reliable measures of effectiveness and acceptance of traffic control measures or congestion management policies, and (2) it should contain Corpus Christi Travel Survey Contract Scope items (attributes and levels) that are relevant to the intended respondents' situations. A first task in survey design is to select the set of variables which is likely to be the most important in predicting effects of traffic control measures or congestion management policies. In this case, rather than select a set of variables as discussed previously, the Corpus Christi Technical Advisory Committee (TAC) Focus Group will be asked to identify transportation issues pertinent to the Corpus Christi study area which could subsequently be evaluated through the use of slated preference surveys. The Consultant Team will conduct the focus group with the TAC; it is understood that a few additional people may be included on the committee ( or TAC Focus Group). The Consultant Team will act as the focus group facilitator 10 elicit and promote discussion on transportation issues pertinent to the Corpus Christi study area which could subsequently be evaluated through the use of staled preference surveys. Subtask 6.2: TAC Focus Group Debriefing Memo Following the TAC Focus Group, a debriefing and decision-making memorandum will be written. The transportation issues discussed and identified by the focus croup will be summarized and variables which could be included in an SP survey that could predict effects of traffic control measures or congestion management policies will be listed for transportation issues identified by the focus group. The Consultant Team will submit a draft memo in twelve copies, allowing appropriate time for review and critique. After receipt of a consolidated copy of the draft memo with comments from the MPO, we will prepare a final report and submit 20 copies of a final Technical Debriefing Memorandum. We will provide one camera-ready original, and one copy on floppy disk in Word Perfect 6.0 format to the MPO. Task 7.0: On -Board Transit Survey Purpose: This task's purpose is twofold: first, to collect data about the characteristics of current bus riders and use that data for short-term service planning; second, to collect data about the travel patterns of current bus riders that can be used to refine travel models. The models may be traditional mode split types or specialized types like those used to forecast high -occupancy vehicle use. Subtask 7.1: Survey Design Initially, the Consultant Team in cooperation with TxDOT and TTI will review, finalize, and mutual y agree upon the survey instruments and methodologies to be used in this survey. To discuss the study purpose and gather input, the Consultant Team has contacted the Regional Transit Authority of Corpus Christi (RTA). The RTA system includes 23 fixed routes averaging 16,000 weekday passenger trips. Eight contract fixed routes average 1,100 weekday trips. Weekdays the RTA utilizes 51 vehicles on RTA fixed -routes, eioht vehicles for the contract fixed - routes, 25 for demand responsive patrons, and one water taxi. The survey will be conducted on Tuesdays through Thursdays, in a four-week period. The Consultant Team will inventory transit riders over the ace of five with a self-administered questionnaire. Traffic checkers will ride on the buses operating weekdays. (This survey excludes the demand response buses). Surveys will not be conducted during inclement weather or on holidays. Subtask 7.2: Questionnaire Design The questionnaire will be desioned to be filled out by the bus riders themselves. Sample surveys in Figures 7.01 and 7.02 will be modified to ensure all the relevant information is obtained. Specific questions will be asked to collect sufficient information to provide linked and unlinked data sets. A pilot survey will be performed to pre-test the survey questionnaire and methods and Corpus Christi Travel Survey Contract Scope provide training for survey checkers. The pilot will include several peak hour route trips. The final questionnaire will be approved by the MPO, TxDOT, and RTA staffs. To work effectively as a self -enumeration questionnaire, large and bold faces with an easy to follow format of questions and answers will be used. The Consultant Team will include a question which encourages riders who had already completed a survey on another bus to answer the questions again. The questionnaire will collect principal information about the characteristics of the trip that the rider is making when he/she received the questionnaire, such as boarding and alighting locations, trip origins and destinations, trip purpose, automobile availability, and General characteristics of the riders or their households. Additional information collected will pertain to access and egress modes, fares, and bus use habits. Each questionnaire will be printed with a serial number. The serial numbers will be used during the survey to associate questionnaires with individual bus trips. Subtask 7.3: Survey Organization The survey will begin with a training class. The Consultant Team will also invite RTA staff to participate so technology transfer opportunities can be maximized. Survey procedures will be presented by a survey task leader during the training class and each surveyor will be given a survey procedures manual which outlines in -field survey work requirements. The surveyors will also be given their first day's work assignment and survey materials. The survey materials include survey questionnaires, pencils, a return survey box, a trip control log envelope for each trip, a clip board with a survey procedure check list taped on one side and a transit system route map taped to the other side, and a 'SURVEY TODAY' sign which is to be placed on the fare box. The trip control log envelope will be used to return the survey questionnaires and trip logs after each run to the office. Examples of a trip control log and On -Bon ^Transit Survey procedure check list are shown in Figures 7.03 and 7.04, respectively. Surveyor responsibilities consist of distributing the surveys and counting the riders for each assigned bus trip. The counts will be segmented by a minimum of three time points. An example assignment sheet is located in Figure 7.05. For each bus trip assigned to the surveyor, the surveyor will be given a trip log. •The surveyor will use the trip log to document the survey questionnaire numbers which were distributed and the ridership counts taken between the indicated time points. An example trip log is shown in Figure 7.03. The assignment sheets and trip logs will be used not only to collect the required trip data, but also to serve as quality control instruments. A copy cf the surveyor's assignment sheet is filed at the office so that if problems arise such as a missed bus, a supervisor can refer to the assignment sheet and determine the best course of action. The assignment sheet also alerts the supervisor of any scheduled personnel pick ups or deliveries which need to be made. Some schedules might not allow for the surveyor to return to their starting point at the end of the survey day and, therefore, a supervisor will be scheduled to pick up the surveyor and deliver them back to a requested location. The assignment sheet will be checked as surveyors turn -in their survey questionnaire envelopes to account for any missing trip data. The Consultant Team will conduct a pilot survey. The pilot will test the training and field procedures and the questionnaire design. Results from the pilot will be reviewed to identify if changes need to be made. Subtask 7.4: Conducting the Survey The Consultant Team has conducted on -board surveys successfully in numerous cities. Staff members named on this project have most recently conducted on -board surveys in Beaumont and Port Anhur, Texas, Salt Lake City, Utah, and Tucson, Arizona. The survey will be conducted as described in the preceding tasks. As part of our on-going public awareness Corpus Christi Travel Survey Contract Scope campaign we will publicize the on -board transit survey in the local media as well as on buses. An important part of this data collection effort is developing and implementing quality control measures. For this survey these measures include in -field supervisors who will be present during survey shift times (beginning, ending, and changes) so that survey checkers board their scheduled buses. The field supervisor will alert the office manager of any no-shows so substitute personnel can be contacted or a particular trip can be rescheduled. The surveyors will also be provided an office number which they can call to report any problems they encounter. In previous on -board surveys, the survey checker has been able to relay messages through the transit authorities' dispatchers while the bus survey was in progress. This communication method is helpful when a bus has mechanical problems or if a surveyor is running out of survey questionnaires. This survey quality control measure will be discussed With RTA prior to survey execution. As mentioned earlier, our surveyor's assignment sheets and trip Togs serve as quality control instruments. The surveyor assignment sheet for each day holds the surveyor accountable for a range of questionnaires and associated data collected during the assigned bus run. The trip log provides an additional and specific cross- check of survey questionnaires, distribution, refusals, and boarding counts. The boarding counts collected will also be checked for reasonability against RTA boarding counts. Subtask 7.5: Coding and Correcting Survey Data The editing, data entry, and geocoding comprise the last stage of survey execution. A preliminary manual edit will be conducted as the route trip data are returned by the surveyors. This immediate edit allows for any data problems to be corrected while the in -field survey is still in progress. During this preliminary edit, the editors check for questionnaire usability, cross-check the ranoe of survey forms and passenger counts aoainst the trip logs. They also calculate the percent return of usable survey questionnaires, calculate the number of refusals, and the number of questionnaires which are missing from the On-Boa ransit Survey control envelope. All of these calculated data items are then noted on the envelope control log for review by a supervisor. As part of the survey quality control measures, a supervisor will review the survey control log and trip logs to determine if the data collected meets survey requirements. If the surveyed trip data passes the supervisor's inspection, then the usable surveys continue into a final edit which prepares them for data entry. If the trip data did not satisfy survey criteria because the count did not look reasonable or some survey mishap occurred, then the supervisor will schedule the trip for another survey. Since a sampling procedure is not required and the Consultant Team will be surveying the universe of bus riders on all routes, we expect the response rate to be high. Due to the local literacy rale the Consultant Team will survey to attempt to achieve a minimum twenty percent response rate by bus run. Once the final manual edit is complete, the data will be ready for entry. After a batch of surveys are entered in a pre -specified format. they will be provided in ASCII data file format to TxDOT for a computer edit. TxDOT will provide the edit results back to the Consultant Team within a mutually agreed upon time frame. Geocoding will most likely be manual, because cf consistency of street spelling requirements necessary to receive a good address match. Pre-sorting the addresses by data entry batch, developing a geocoding cross-reference manual for common locations such as colleges, and using geocoders who are familiar with the area will increase the efficiency cf the manual geocoding task. Subtask 7.6: Processing Survey Data Survey questionnaires will be distributed to the RTA system riders over five years of age. Up to 50 percent more surveyors will be assigned to routes that the RTA has previously found to have low response rates; this will done in an effort to raise response rates. However, given the level of literacy, the Consultant Team expects that only 20 to 30 percent of these surveys will be usable. Because of this, an expansion factor 'A' will need Corpus Christi Travel Survey Contract Scope to be calculated such that the surveyed records can duplicate the RTA system riders counted during the surveyed bus trips. Expansion Factor 'A' = Totcnt / Ret where Totcnt = total number of boarding passengers counted from the specific bus route and segment combination, Ret = total number of valid survey forms/records returned from the riders who are included in the Totcnt on the route trip segment. Factor 'A' will expand the sample to the total universe of trips by route segments. For the transit demand modeling process, one transit trip is defined as a person trip leaving from a real origin to an ultimate destination using the transit mode. For example, one trip may include one or more boardings depending on the number of buses needed to reach the destination. To convert the unit from boarding to person trip, the final expansion factor needs to be divided by the number of buses used as reported in each survey record. The equation used to calculate the final expansion factor 'B' for each survey record is Expansion Factor 'o = A / Totbuses where Totbuses = reported total number of buses used in each survey record. The survey variables including expansion factors and geocodes will be included in the base data file. The linked production and attraction trip matrix by purposes of HBW, HBNW, and NHB will be summarized by district for use in mode choice models. The aggregation to districts will be provided by TxDOT. Other survey variables such as reported trips per route by time of day, trip purposes, age, gender, auto availability, access and egress modes, fares, and transfers will be tabulated as percentages or totals. Frequency cf riders will be cross -tabulated by household size and vehicle availability and by income level and workforce participation. On -Bo; --Transit Survey Subtask 7.7: Survey Documentation and Reporting The results of the on -board survey findings will be documented in a draft report. It will include survey design and implementation, geocoding, trip linking and a summary of survey results. As noted in previous Tasks, we will include graphics and tables representing survey instruments and methods, and summarizing survey results. The Consultant Team will provide twelve draft copies of the draft final report. The MPO will, in Corpus Christi Travel Survey Contract Scope turn, consolidate review comments and provide one set of comments for us to use in revising the draft. We will prepare a final report. Fifty copies of the final report bound in attractive covers will be provided to the MPO together with one camera-ready original and report file in Word Perfect 6.0 format. The data set and original surveys sorted by ID number and neatly boxed will also be provided to the MPO and TxDOT TP&P. The Consultant Team plans to bind the reports attractively, perhaps using a cover much like that in our proposal. Figures TRAFFIC CONTROL PLAN Four -Lane Roadway Typical Survey Station Layout 60' Typical 4 Pi 1/2 mile 40' on Taper. T 14' • •In 711 U.••U a 4• s •• Y• 4•• Y • • 6.tt S Y• W• •.I ••J,l• Y• a••� • ----xX X •• —� -I 4 -1 -I 4 4 LOX'I 500' 660' 1,320' 100' 663' 500' Suffer Area Survey r r r r Tra.Tic Right Right Lane Survey Lane Lane Ends Ahead Closed Closed Ahead 1.2 Mile 1,_40011. SIGNS: NI Waning Signs are Orange with Slack legend and Diamond Shaped STOP is 45' x 45' and is Fed with White Text 'Thank You' 24' x 45' and is While and Horizontal Source: Parsons Srinckerhoff Quade & Douglas, Inc„ 1990. 1 Stop Mead r r Stop Thank You For Your Cocpe:ation Legend: .I Temporal,/ Warning Sign (45' x 46') Traffic Cone (2r) Survey Personnel X Parsons P g n"n dicer of ?.n.,. $riari.rbdf Qv.d. Enennn • Arrbitrn. • llann.n Corpus Christi Travel Survey Figure Four Lane Traffic Control Plan 3.01 SIGNS: /JI Warning Signs ao Orange with Slack legend and Die and Shaped STOP 649' x 4S' and is Red with While Text 'Thank You' 0 24' x 45' and Is While and Horizonte/ Thank You For Your Coopmrion l SX reef TRAFFIC CONTROL PLAN Two -Lana Roadway Typical Survey Station Layout Survey only OUT 5OUND Direct on 1.2 1.111e (2.640 Feet) LDC Feel 10_1: Feel 50o Fee 1x Fee 20.' IIX'r 3 Ertl T:ads S g.. S S4 T.c. Stop a� i z 3 A 0 5e Treat Surrey F•.egeree Mea' Stop 70 15b3 Feet Me.: S:o (saes) -i 4 -1 T:a15c Surrey A.hea 1.2 Mlle te'+c=) Oebuod 'never Lax ...... Inbound Tr aye: Lore T.a.:c Study r Tzars Study F Meed I Mead I 1500 Feet 00 MPH (1F.;,) Co r Nal Peso 7S: Stec 1.502 Feet 1.000 lee i Source: Parsons Erinckerhotf Quade & Douglas, Inc., 1990. Legend: -I Temporary Waning Sign (4a' x45 . Tra'ic Cone (25) x Survey Parsonral Parsons a1 IIit i)ckeN 'h©CI l•nw Sriack•r%dr Q.•de y Dever, rae. Caine... • As (them • llen.m Corpus Christi Travel Survey Figure Two Lane Traffic Control Plan 3.02 Figure 4.02 JEFFER )N-ORANGE-HARDIN COUNTY TRAVEL t-..JRVEY ATTENTION TRUCK DRIVER: DON'T MISS YOUR CHANCE to participate in the Jefferson -Orange -Hardin County Travel Survey conducted by the South East Texas Regional Planning Commission. Decisions about highway and transit improvements in this area will be based upon YOUR survey answers. This survey applies only to your trips made in a commercial vehicle. Thank you for your cooperation I Please Enter your Travel Day: Odometer Reading on Travel Day: Beginning Ending Month Day Type of Vehicle: Make Model Year Payload £Axles Description Weight (Empty) Type of Fuel (Circle One): Gas Diesel Other (Specify): 1) FIRS. I WENT TO: 2) THEN I WENT TO: 3) THEN !WENT TO: 4) THEN 1 W ENT TO: 5) THEN I WENT TO: 6) THEN I WENT TO: 7) THEN I WENT TO: MY FIRST TRIP TODAY BEGAN AT: at ant/p.m. Location Departure Time Arrival a.m. Time P.m. First Locaon Address (Place/address or nearest intersection/city/state/fp code) 1 Departure a.m. Time P.m. Arrival a.m. Time P -m• Second Location Address (Place/address or nearest intersection/city/state%p code) Departure a.m. Time P.m. Arrival a.m. Time Pm• Third Locaon Address (Placeaddress or nearest intersection/city/state/zp code) Departure a.m. Time p.m. Arrival a.m. Time P.m. Fourth Location Address (Place address or nearest intersection/city/state/zip code) Departure a.m. Time P.m. Arrival a.m. Time p.m. Fifth Location Address (Place/address or nearest intersection/city/state/ap code) Departure a.m. Time P.m. Arrival a.m. Time P.m. Sixth Location Address (Place/address or nearest intersection/city/stateMp code) Departure a.m. Time p.m. Arrival am. Time P.m- Seventh Location Address (Place/address or nearest intersection/city/state/zip code) Departure a.m. Time P.n. (Over —0—) STATION # # 05-kANES NAME OF RC.L WAY Figure 4.03 PASSENGER CARS PANEL & PICKUP TRUCKS . a oliar BUSES •■" S I 1'j 2 AXLE, 6-71R'c T GC E U C 3 AXLE inert U S N 1 4 OR MORE AXLE T 3 AXLE;-. SINGLE TRAILER _ _. '-'-'� R U 4 AXLE SINGLE TRAILER C K C0 Ni B 5 AXLE SINGLE TRAILER 3 II A 6 OR MORE AXLE SINGLE TRAILER - l =' T I N 5 OR LESS AXLE MULTI -TRAILER S 6 AXLE MULTI - TRAILER - r & MOTORSCOOTERS j` �' _\/ 4"i* fMOTORCYCLES 1 TOTAL 1. I MACHINE NUMBER BEGINNING NUMBER TRAVEL TIMI FIELD WORKSHEET Ar i} Dt!e Dry, r Precede Drkt-tion SIGNAL LOCAi7QJ DIST (cc) Run tic_ Ti -e CUM TT (scc) ft= Na— R•.:_n tin_ Tune Tine STO? C24 STOP CLL.% 570 Till/ TT rid E TT 71u= (sec) (i.c) (Se) (Se:) (Se) I I I ..............1:..- -.. t t S—S E.L (ore ba) LT—Lc It 7.4 -rt (:pc bac) P—Rder�i. (tcpe ba) PK—Pad (ppc ba) W--t-Wry Et'? (ripe be) Parsons 3i 1nckencor(-lC l.nm 8ri.h.ri cC Qv.e. it Deuess.,t.c Gpn..n • Ar.Aitart. • l'L....n Corpus Christi Travel Survey Figure Travel Time Field Worksheet 5.01 Date Surveyor Departure lime Route Number Route Name Location TRIP LOG Day Assignment Block Number/Trip Number Direction Instructions Passenger Departure Beginning Ending Boarding Time Survey No. Survey No. Count Comments Pazsoils 3r ncken hof Parsons ari..kerLef Qu.4. a D.,... i... GGnnn• Ar.MWY•r6nn.r. Corpus Christi Travel Survey Figure Trip Log 7.03 SURVEYOR ASSIGNMENT SHEET Assigment Number Surveyor Assigned Questionnaires to Start Location Prepared by Checked by Report Date Report Time Report Location Blklrrlp Route Departure End Arrival Number Number Time Location Time Instructions Date Surveyor Comments: Date Pars ©l l s Brinekerhoff TA mans trin.t.rk&T Q..t a D..J.a In. Endears • At Akers • rl.nnn Corpus Christi Travel Survey Figure Surveyor Assignment Sheet 7.05 ATTACHMENT B APPROVED PROJECT BUDGET Corpus Christi Travel Survey ESTIMATE OF HOURS.AND COST Date: 10/04/95 1 Total Mrs PB Nustats •Olwam Total Cost Total Hours Total Cost If 1 1 I 1 by Task by Task 1 (inducting profit i 1 I 1 I 1 I 24 I 52,629.08 . Partnering Workshop i 24 52.34739: 1 (Task 0.0 • Project and Management Plan 50.001 50.00 ! 52.347.391 0,1 - Reporting, Schedule Control, and 375' 527,724.99 50,00 1 50, 00 I .47./A4 .9 1 Subcontract Administration 0.2 - Establish office. hire temps 1 1172 1 531,739.76: 50.00 50.001 531,549./6 0.3 - Quality Assurance 1 68: 56.064.53 50.00 ! 50.00 1 56,064.53 0.4 • PublicAwareness Campaion 24 1 50.00 50, 00 52,400.00 1 52 400.00 Task 1.0 • Household Activity Travel Survey 1.1 - Household Sample Sae Determination 1,2 - Selecting the Sample 1.3 - Conducting the Survey 1.4 • Edhing and Correcting Survey Data 1.5 - Processing and Ge000ding Survey Data 1.6 - Survey Documentation and Reporting 1 555 54927 i 50.00 I 52,400.00! 565.049.27: 1639 . 575 927 18 68 50.00 , 52,244,00 1 50.00 1 52,244.00 66 1 50.00 I 52.178.00 I 50.00 52,178.00 3827: ...•08.541 5126,027.001 50.00' 5126.735.54 . 918 50.001 530,294.00 1 50.001 530,254.00 i 454: 50.00] 514,952.00 50.00! 514,552,00; 132 5/09.54: 54,092.001 50.00 i 54,800.54 : _1,417.08 5179,517.00 ! 50,00 1 5167234.08 • 54E5 • '1E1404.13, Task 2.0 -Special Generator Survey 2.1 - Selecting Special Generators & Training 2,2 - Recruiting and Screening 2.3- Conducting the Survey 2.4 - Editing and Correcting Survey Data 2.5 - Processingand Geocoding Survey Data 44 52.005142' 50.00' 50,00 52051,42: 34 51.526.40 50.00 ' 51.000.001 52,53640. 138 • 53.520.09' 50.00' 52.600,00' 56.420.09 24 51 673.10 50.03 50.00, 51,073.10 68. 51,4'-5.30 51,320.00' 50.00' 52 775.30 2.6 - Survey Documentation and Repo^,inp 58 • 55437.04' 50.00 50.001 55,457.04 515.413.34. 51,320.00 53,500.00'. 520,333,34 416 522,152.54 ,'ask 3.0 •External Travel Survey 3.1 - PIlot Surveys Design 3.2 • Conduct Pact Surveys 3.3 • Site Selection 32 52.210.00 144 53.234,15 32 52052.19 34 - Survey Training and Pre-test 95 54.004.55 50.00 50.00 50.00 50.00 50.00 52.210 00 50.00'. 53.234,15 50.00' 52,052.79 50.00 54,074.55 3.5 • Conducting the Survet 1528 57.256.95' 5000 52400.00. 537656.55 3.6 • Editing and Correcting Survey Dasa 252 55.551.32 50.00 50.00 56,5E1.32 3.7 • Processing and Ge000ding Survey Data 510 .511.35 52.640.00 50.00 512.2551.35 3.8 - Survey Documentation and Reponin 124 7./4327 50.00. 50.00 57,743.27 -73.15<.39 52.640.00 52400.00 • 578,254 59 311E 557,017,71 Task 4.0 -Commercial Truck Survey 4.1 • Survey Design. Methodology and Pre -:est 64 52 91060 50.00 50.00 ' 52910.60 4.2 • Training 60 52 219.70 50.00 50.00: 52,219.70 4.3 - Survey Administration, Geocoding and Anal 14041 52/.565.30 52,504.00 516.000.00: 545,7 10.20' 4.4 - Survey Documentation and Reponing 66 54.5'_2.05 50.00 50.00 • 54,952.05 557,64E.55 52,504.00: 516,000.00! 556,552.65 1614 551406.50 Task 5.0 • Vehicle Operating Characteristics (Air Quality) 5.1 Vehicle, Aix : 32 ,200.50' 5526.00 50.03 51,728,50 5.2 - Vehicle Age Distribution and Mileage Accra 24 5530.25 5525.00: 50.00. 51.125.25 5.3 - Vehicle Operating Modes 4 50.00 515200. 50.00 ' 5132.00 5.4 - Speed Delay Survey Surve Desi n 43 55 301.25 50.00 50.00 53,031.25 Data Collection/Quality Control 408 5745700 50.00 516,030.00. 524,455.00 Data Analysis 40 53.501.25 50.00. 50.03 • 53,001.25 5.5 • VMT Estimates • 2E7 59 634.53 50.00 50.00 ' 59,634.53 5.6 - Survey Documentation and Reponing 64 54672.00 50.00 50.00 54.50200 525,707.78 51,155.00' 518.000.00- 547,555.78. 799 551,340.71 Task 6,0 • Stated Preference Survey 6.1- Tech Comm Focus Group 58 ' 5500.25 52,970.00'. 50.00 57.570.25. 6.2• Focus Group Summary Memo 34 5330.13 5990.00 50,001 51,250.13'. 59000.38: 53,960.00'. 50.00' 54.55058 122 54,568.42 Task 7.0 -On-Board Transit Survey: 7.1- Survey Design - 72. 51,41705 51,548.001 50.00 53,265.08' 7.2. Questionnaire Design 44 51.417.081 5924.001 50.001 52,341.08 7.3- Survey Organization 92 53.130.67'. 50.00 5500.03 53,930,57 7.4 • Conducting the Survey 553'. 517.348,26' 50.00 1 50.00 1 517, 348.25 7.5 - Coding and Correcting Survey Data 229 , 52.767.291 52,640.00 ! 50.00 I 55,407.29 , 7.6 - Processing Survey Data 1 5001 511,025.10 52,640.00 ! 50.001 513.665.10 7.7 . Survey Documentation and Reporting 1801 55,04747:. 50.00 1 50.00 :. 55,047.47 1 545.153.16' 58,052,001 5500.001 '54 005,16 1570, 559423.54 Tula! Hours: - 15277 . 5110,502.63 Overhead 516022871 Salary•Cverhead 1 ' 1 5270,731.451 5270731,45' 5155.851.001 543,200.001 5513,51245 15277' Profit 1 5524E7.771 ! 1 5513,612.451 Sub -Total : Direct Expenses Partnering Workshop Consultant Sherif 1 Subconsulans 1 :Estimated Total 1 5303,219.22 1 • 544.607.00 53,750.00 I 5546.300.22 54440.001 1 -243,0E1.001 15559,097.221 ATTACHMENT C APPROVED SCHEDULE OF PAYMENTS (Deliverable Units) • '1 it li • • sma r — v 4.4 III 11 1 I 1 I 11 1 I 1 •I1. I -1 I I I ,I i_I:: 1_i; �- ii 1FI Ei I •01 I 1' 1 ::1; II Ij II I9I .I 1 _ I .I .I 1 _=i = rii I I -I -.I =1 -- 1 I I I I _ 1 --I „j cl- = 2 = I I - .: I • _ 1 — _ i ' - - I 3 1 — — - I 1 �1 '1 _ 1 I _s.� -I —1 I -I i— J;:;;5t:i±:: 0 J • ` T U 3 -0 0 0 0 0 0 = I I , _ I I 1 1 1 1 1. , 1 c1 2' > I 'i I I -j I - - I7. r f 1 I I •;.1' 15 1 i< — - ' 2. i = I II c3 = I I • Household Survey v 1 n 0 0D rs 0_ II • Pim CORPUS CIIR • 0 4. i I To bo Dolonniucd ET- 0 271 0 n N 0 0• a9 0 tri 0 4.4 J 0 0 C. 0 a9 a -▪ i - j _ S 5 :4 L O T • -a 0 C' — r C 3 O E a 1J] y -a C •C = 0 n a 11.. 0 o= 0 c0 : I ) 0 0 J ; 1 1 i :1 0 0 >-• 0'. 0 0 .z... • -. •,_. .- LI -• g. .0 0 — 0 o r: •-- c = i_. r. in — — _ .... c3 ,... o co o r.. < a ::: c ;..1 -o 0 0 Z z cn h. c.) o t.: O 0 -6 :5 • :j • • • •C • r. 0.1 I% 04 0 0- er CO 0 ..» [ q Cf.) k torAw bin b • = . • gem P ea▪ l cct co 3.6 4-4 age w set eer 0 0 • _§ § — k \ ) fel '0 0 > A E&g 0 37 ƒt/ =�>u= ) / k§2 O . ung %§07* e�ur� \/ e.oA F2 \& LO g C— \�ƒ \\\ cc/ CORPUS Cl IR1511 WAVE! • X Eon CORPUS CIIRISTI •• ejr :x I 0 .4 0 ri 6 • -1, I. I I %.2 !.J Cr 0 E xoz LLJOC/) 01% • • S id M • J▪ : ti G▪ :▪ " f a ti Co;LEI — J sr:‘, C v J O 0 0 0 — Ili•li►er.iblv sow Eme V tor • emi • C. 7 • Y • • � s amiVIEWEI- EmsEmsNNWnom MEI mil rm. • Li 1)e htrr.11;le •••• .7: iLI C.) :a; 0 \ 0 0 l 0 4-41 sm. - 771 .l N 1•• C7.I Deliverable N • IA o 744 .4 rl ✓) !.I ii 'I In �)I -1 - e - -I =I 1 = c :.` C: _ E.:::: Iue '73 7.7 4 0 • I : { -s c tom None 7 lea /9 re a a T— ference Surveys \ 0 ri 44 9 a. 01 44 co 44 44 4,4 0 O. 49 & j \ } / \ 0 cc ro 0 car 0 0 0 0 0 0 ) a \ § 0o 7« £J 0 r. wg 3) )\ ro y } 0 0 \ 0 0 0 0 0 0 0 0 Geocodod Data \ 0 0 ATTACHMENT D OVERHEAD RATES PA.RSCNS ERINCKERHOFF OUADE & DOUGLAS, INC. AND CERTAIN SUBSIDIARIES (SEE NOTE 1) SCHEDULE OF GENERAL SERVICE OFFICE OVERHEAL FOR THE FISCAL YEAR ENDED OCTOBER 28, 1994 Direct Labor Base Fringe Benefits (Direct Labor) Payroll Taxes Group Insurance and Workers' Compensation Fringe Salaries Additional Compensation Other Employee Benefits Total Fringe Benefits (Direct Labor) Total Costs (See Note 2) Percentage of S 44.174,306 Direct Labor 3,794,155 3,330,580 5,4 54,155 2,289,935 2,642,820 8.6 7.5 12.3 5.2 6.0 17,511,645 39.6 % General Overhead Expenses Office Fent 7,431,401 16.8 Depreciation 2,227,739 5.0 Amortization 425,953 1.0 Repairs and Maintenance 1,066,659 2.4 Indirect Salaries 12,052,174 27.4 Fringe Benefits (Administrative) 4,930,780 11.2 Computer, Supplies, Reproduction 1,589,870 3.8 Travel and Related Expenses 2,107,314 4.8 Office Relocation and Moving 177,941 0.4 Communications 1,139,425 2.5 Subscriptions, Books, Publications 356,3.52 0.8 Consultant Fees 1,329,593 3.0 Miscellaneous Expenses 1,702,464 3.9 ' General Insurance 3,298,225 7.5 State & Local Income & Other Taxes 1,257,730 2.8 Audit and Legal 477,847 1.1 Bids and Proposals/Research and Development 4,305,952 9.7 Facilities Cost of Capital 533,054 1.2 Total General Overhead Expenses Total Allowable Overhead Non -Allowable Expenses: Interest Expense Bad Debts Professional Listings Charitable & Unallowable FAR Costs Entertainment State Tax Expense Federal Tax Expense Total Won -Allowable Overhead Expenses Total General Service Office Overhead 46.550.568 105.4 64.062.213 145.0 7,414 0.0 570,005 1.3 5,940 0.0 587,995 1.3 35,153 0.1 137,351 0.3 1,656,704 3.8 3.000.567 6_8 S 67.062.780 151.8 % ; INCLUDES FEC&D, INC.; CENTEC, INC.; PB MICHIGAN, INC.; PB OHIO, INC. EPRESENTS ACTUAL GENEPAL SERVICE OFFICE OVERHEAD ADJUSTED 0 COMPLY WITH PART 31, SUBPARTS 31.0, 31.1 AND 31.2 OF THE FEDERAL COUISITION REGULATION.