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HomeMy WebLinkAboutItem 19 - Agreement for Pavement Managment Program UpdatePublic Works Agency www.santa-ana.org/pw Item # 19 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report April 1, 2025 TOPIC: Pavement Management Program Update AGENDA TITLE Agreement with Bucknam Infrastructure Group, Inc. for the Measure M2 Required Pavement Management Program Update (Project No. 25-6898) (Non -General Fund) RECOMMENDED ACTION Authorize the City Manager to execute an agreement with Bucknam Infrastructure Group, Inc. for Pavement Management Program Update services, for an amount not to exceed $135,000, which includes the base amount of $119,395 and contingency of $15,605, for a term beginning April 1, 2025 and expiring March 31, 2028, with provisions for two, one-year extensions (Agreement No. A-2025-XXX). GOVERNMENT CODE §84308 APPLIES: Yes DISCUSSION The Public Works Agency's (PWA) Engineering Division is responsible for the administration and oversight of all Capital Improvement Projects in the City. The City's Pavement Management Program (PMP) is an essential tool in determining the condition, expected life, recommended improvements, and associated costs of the City's pavement assets. The program enables the City to prioritize pavement rehabilitation projects where they are most cost effective and appropriately scheduled. Additionally, the Orange County Transportation Authority (OCTA) requires that Cities update their PMPs every two years in order to remain eligible for Measure M2 funding programs. The City last completed a PMP submission accepted by OCTA in May 2024 (Exhibit 1). The City's roadways consist of approximately 450 miles of paved streets and alleys. The roadways are divided into three networks: Arterials, Local Streets, and Alleys. Network Approximate Miles Arterials 105 Local Streets 317 Alleys 28 Total 450 Pavement Management Program Update April 1, 2025 Page 2 A Pavement Management Program must be periodically updated with current street pavement assessment data to be effective and compliant. City streets were last assessed and inventoried in 2023/2024 for the 2024 PMP update. A significant portion of the proposed scope of work involves in -field, individual street assessments performed by skilled technicians and engineers. Once this data is collected, the consultant will analyze the data and prepare a report and recommendations for future street improvements. The proposed services also include mapping and Geographic Information System (GIS) support to integrate into the City's current mapping systems. The mapping and GIS will be compatible across all other City infrastructure, while also supporting internal- and public -facing dashboards and required reporting mechanisms. When complete, the refreshed PMP will be utilized by staff to recommend street improvement projects for City Council consideration via the annual budget and capital improvement program adoption process. Additionally, the City will be able to produce reports for submission to OCTA to ensure continued eligibility with Measure M2. The City's biennial PMP submittal is due by June 2026. Staff recommends retaining the consultant through 2028 in order to revise the Pavement Management analysis on an as -needed basis as may be requested by OCTA or by State and Federal grant funding agencies, in order to assure the City maintains maximum funding eligibility. PWA released a Request for Proposal (RFP) No. 24-133 on November 26, 2024, by which it sought a qualified consultant to perform pavement condition surveys and budgetary analysis to produce the City's PMP in compliance with the upcoming 2026 grant requirement. The RFP was advertised on the City's online procurement management and publication system, with proposals due on December 19, 2024. A summary of vendor participation is as follows: 2,280 Vendors notified 97 Santa Ana vendors notified 46 Vendors downloaded the bid packet 3 Bids Received 0 Bids received from Santa Ana vendors In order to be deemed compliant by OCTA's Countywide Pavement Management Plan Guidelines (Exhibit 2), the selection of a consultant award requires at least one inspector from a consultant firm to be prequalified by OCTA for a submitted Pavement Management Plan. This ensures adherence to proper procedures and ensures the results are within acceptable variability ranges. Thus, three proposals were received and evaluated by a selection committee. Ninety-seven Santa Ana vendors were notified and zero bids were received by Santa Ana vendors. Based on criteria outlined in the RFP, the following summarizes the three responding firms and their ranking: Pavement Management Program Update April 1, 2025 Page 3 Firm City Rank Bucknam Infrastructure Group, Inc. Oceanside, California 1 Nichols Consulting Engineers Fountain Valley, California 2 Quality Engineering Solutions, Inc. Glendale, California 3 Staff recommends awarding an agreement to Bucknam Infrastructure Group, Inc. to provide services for Pavement Management Program Update based upon the scope of work and selection criteria outlined in RFP 24-133 (Exhibit 3). Their proposal demonstrated the firm has the necessary labor capacity and experience to complete the required services for the City. Bucknam Infrastructure Group, Inc. has most recently completed the City's PMP Update in May 2024, meeting all deliverables for the City. They received the highest score in this cycle, and upon City Council approval, will assist in completing the upcoming PMP cycle in 2026. ENVIRONMENTAL IMPACT There is no environmental impact associated with the action. FISCAL IMPACT The following table summarizes the funds budgeted and available for expenditure in current FY 2024-25. Any unspent budget in FY 2024-25 will be included in future -year carryforwards for City Council consideration. Accounting Fiscal Unit — Fund Accounting Unit, Amount Year Account # Description Account Description No. 03217662- Measure M- Measure M2 Local 2024-25 66220 Street Fairshare St,Improvements $135,000 (25-6898) Construction Other than Buildings TOTAL $135,000 EXHIBIT(S) 1. City of Santa Ana 2024 Pavement Management Program 2. OCTA Countywide Pavement Management Plan Guidelines 3. Agreement with Bucknam Infrastructure Group, Inc. Submitted By: Nabil Saba, P.E., Executive Director — Public Works Agency Approved By: Alvaro Nunez, City Manager EXHIBIT 2 Countywide Pavement Management Plan Guidelines March 2024 )� OCTA OCGO Local Tax Dollars at Work OCTA &GO Local Tax Dollars at Work TABLE OF CONTENTS Countywide Pavement Management Plan Guidelines Chapter1 — Introduction........................................................................................ 1-1 Background......................................................................................................... 1-1 Eligibility Requirements......................................................................................... 1-2 Local Match Reduction.......................................................................................... 1-2 Chapter 2 — Pavement Management Plan Guidelines ............................................. 2-1 Condition Survey Protocols.................................................................................... 2-1 Inspection Frequency........................................................................................... 2-4 Countywide Assessment Standards........................................................................ 2-5 Quality Assurance/Quality Control (QA/QC) Plan ..................................................... 2-5 Re-inspections..................................................................................................... 2-6 Prequalification/Calibration of Inspectors................................................................ 2-7 Pavement Management Software Training.............................................................. 2-8 Pavement Management Data Files......................................................................... 2-9 Chapter 3 — Agency Submittals............................................................................... 3-1 APPENDICES Appendix A — Pavement Management Plan Submittal Template ............................ A-1 Appendix B — Prequalified Pavement Inspection Consultants and Local Agencies B-1 AppendixC — Recommendations for Pavement Inspectors .................................... C-1 Effective March 2024 OCTA &GO Local Tax Dollars at Work Effective March 2024 Countywide Pavement Management Plan Guidelines This Page Intentionally Left Blank o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work Chapter 1— Introduction On November 6, 1990, the voters in Orange County approved a 1/2-cent sales tax for transportation improvements known as Measure M. This sales tax includes funding for streets and roads that is available to local agencies through both a formula distribution and a competitive process. On November 6, 2006, voters approved a renewal of Measure M to continue the 1/2-cent sales tax for thirty years, beginning in 2011. Background The primary goal of these guidelines is to ensure consistent field data collection and reporting procedures so that countywide funding allocations can be based on agency comparable pavement conditions. Given that all agencies are using uniform data collection procedures, the Orange County Transportation Authority (OCTA) can answer typical questions such as: What is the average countywide condition of local streets and roads? For individual streets? For Arterial Highways? • Which streets have a higher priority and need to be funded first? How much does it cost to bring them up to an acceptable condition? How much will it cost to maintain them in an acceptable condition over the next seven years or more? • What are the impacts on pavement condition at the existing funding levels? Training is provided, periodically, by OCTA to maintain consistency in data collection procedures and assist local agencies in the use of pavement management software. The goal is to ensure a reliable, consistent, and uniform approach to data collection and reporting. Effective March 2024 1-1 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work Eligibility Requirements One of the eligibility requirements included in Measure M2 (M2) specifies that each local jurisdiction must adopt and update a Pavement Management Plan (PMP) every two years. All agencies must use a common format as part of the countywide pavement management effort conforming to American Society for Testing and Materials (ASTM) Standard D6433. In 2010, the OCTA adopted MicroPaver as the countywide standard PMP software and all agencies participating in M2 were required to adopt this software for consistency in reporting pavement management conditions. In 2011, all local agencies submitted PMPs that were in conformance with the requirements in the PMP Guidelines. Local agencies may now also utilize StreetSaver, since it is in conformance with ASTM Standard D6433. The PMP must include: The current status of road pavement conditions; • A seven-year plan for road maintenance and rehabilitation (including projects, funding, and any unfunded backlog of pavement needs); • The projected pavement condition resulting from the maintenance and rehabilitation plan; and • Alternative strategies and costs necessary to improve road pavement conditions. Local Match Reduction In addition to the above requirements, a local agency match reduction of 10% of the eligible cost for projects submitted for consideration of Project 0 funding through the Comprehensive Transportation Funding Programs (CTFP) call for projects is available if the local jurisdiction either: a. Shows measurable improvement of paved road conditions during the previous reporting period defined as an overall weighted (by area) average system improvement of one Pavement Condition Index (PCI) point with no reduction in the overall weighted (by area) average PCI in the Master Plan of Arterial Highways (MPAH) or local street categories; or b. Road pavement conditions during the previous reporting period within the highest 20% of the scale for road pavement conditions in conformance with OCTA Ordinance No. 3, defined as a PCI of 75 or higher, otherwise defined as in "good condition". Effective March 2024 1-2 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work Chapter 2 - Pavement Management Plan Guidelines These guidelines and procedures are necessary for Orange County agencies to implement and update their PMPs with respect to conducting condition surveys. This is required to certify conformance with the criteria stated in OCTA's Ordinance No. 3. This ordinance requires that a PMP be in place and maintained to qualify for an allocation of net revenues generated from M2. A copy of Ordinance No. 3 is available from OCTA. PMP Certification is part of the submittal required for each agency (see Appendix A). The pavement management guidelines are discussed under the following categories: 1. Condition Survey Protocols 2. Inspection Frequency 3. Countywide Assessment Standards 4. Quality Assurance/Quality Control (QA/QC) Plan 5. Re -inspections 6. Prequalification/Calibration of Inspectors 7. Pavement Management Software Training 8. Pavement Management Data Files Condition Survey Protocols In 1998, OCTA adopted condition survey protocols that required the collection of certain surface distresses as a minimum for both asphalt concrete and Portland cement concrete pavements. These distresses were common to the variety of pavement management systems then in use by Orange County local agencies. Based on the usage of a common county -wide software, it is now possible to include all of the distresses in ASTM Standard D6433 "Standard Practice for Roads and Parking Lots Pavement Condition Index Surveys" in these Guidelines. These surface distresses are as follows: Asphalt Concrete (AC) 1. Alligator or Fatigue Cracking 2. Bleeding 3. Block Cracking 4. Bumps and Sags 5. Corrugation 6. Depression 7. Edge Cracking 8. Joint Reflection Cracking 9. Lane/ Shoulder Drop-off 10. Longitudinal Cracking 11. Patching and Utility Cut Patching 12. Polished Aggregate 13. Potholes 14. Railroad Crossing Portland Cement Concrete (PCC) 1. Blowup/ Buckling 2. Corner Break 3. Divided Slab 4. Durability ("D") Cracking 5. Faulting 6. Joint Seal Damage 7. Lane/ Shoulder Drop -Off 8. Linear Cracking 9. Patching, Large And Utility Cuts 10. Patching, Small 11. Polished Aggregate 12. Popouts 13. Pumping 14.Punchout 15. Rutting 15. Railroad Crossing 16. Shoving 16. Scaling 17. Slippage Cracking 17. Shrinkage Cracks 18. Swell 18. Spalling, Corner 19. Raveling 19. Spalling, Joint 20. Weathering (Surface Wear) Effective March 2024 2-1 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work The distress definitions, severity levels, and measurement methods are based on criteria described in Pavement Management for Airports, Roads and Parking Lots'. This reference has been formalized as ASTM Standard D64332. ASTM's copyright does not allow for electronic distribution or copying of this standard. However, a link to purchase the standard is included in the footnote. OCTA's guidelines follow ASTM D6433, with a few minor exceptions. In addition, field manuals are available from the military Tri-Services (US Army Corps of Engineers, Naval Facilities Engineering Command, and Air Force Civil Engineer Center)3,4. The field manuals include photographs of distress types and detailed descriptions and definitions, and are intended for the field inspector. All personnel involved with inspection or performing condition surveys must have read and understood these manuals. CONCRETE SURFACED R4A�5 8� PARKING LOTS ASPHALT SURFACED PAVEF2 "DISTRESS IOEN71FICATION ROADS & PARKING LOTS MAN UALL _ _ PAVER" DISTRESS IDENTIFICATION MANVAt DEVELOPED BY: CORPS 1 VS AR OF ENGINEERS 1 1 1 Efi'8G-CER L DEVELOPED BY.- — . 1 1 VS ARMY CORPS OF ENGINEERS — i � � f 1 FROC-CFAL SPONSORED 8v SPONSORED 8!'.• _ T' •.. —1 Note that both ASTM D6433 and these field manuals contain 20 distresses and 19 distresses for AC and PCC pavements, respectively. These distresses are now required for data collection. Shahin, M.Y. Pavement Management for Airports, Roads and Parking Lots, Chapman & Hall, 1994. 2 ASTM D6433 — Standard Practice for Roads and Parking Lots Pavement Condition Index Surveys. A copy may be purchased at https://www.astm.org/d6433-23.html. 3 Paver Distress Identification Manual: Asphalt -Surfaced Roads and Parking Lots, U.S. Army Corps of Engineers, Construction Engineering Research Laboratories, June 2009. To purchase, go to https://transportation.erdc.dren.mil/paver/index.htm. 4 Paver Concrete Distress Identification Manual: Concrete Surfaced Roads and Parking Lots, U.S. Army Corps of Engineers, Construction Engineering Research Laboratories, June 2009. To purchase go to https://transr)ortation.erdc.dren.mil/r)aver/index.htm. Effective March 2024 2-2 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work OCTA allows windshield, walking, and calibrated automated surveys. It is recommended that windshield surveys be supplemented with walking surveys. In a windshield survey, the inspector travels in a vehicle at slow speeds (5 to 10 mph) and observes the pavement condition from within the vehicle. The entire length of the pavement section is driven and observed. A driver is required for safety reasons, with the inspector/recorder in the passenger side of the vehicle. The inspector should have a list of street sections to be surveyed and a planned route. The entire pavement section is surveyed, and the distress data are estimated and recorded. In situations where the distresses need closer examination, or where there are difficulties in observation, the inspector should stop the vehicle and walk the pavement section to verify the distresses observed from the vehicle. All field data collection procedures should conform to the local agency's safety practices and should be included in the QA/QC Plan (see Appendix A). When walking surveys are used, the following procedure should be followed: 1. Each pavement section must be inspected using sample units. Individual sample units should be representative of the pavement section conditions and may be marked or identified to allow easy location for quality control purposes. Paint marks along the edge or sketches with locations connected to physical pavement features are acceptable. The figure below illustrates the definition of a pavement section and a representative sample unit. Pavement section Representative sample unit Zft 1000 ft 2. The area of AC sample units should be 2500±1500 square feet, and for PCC sample units, this should be 20±8 slabs. The total inspected area or slabs for a pavement section must be at least 10% of the total pavement section area or slabs. This is an exception to the procedure described in ASTM D6433. For example, a pavement section 950 feet long and 32 feet wide must have at least one sample unit (typically 100 feet long x 32 feet wide = 3200 sf). Longer sections will require multiple sample units. 3. Additional sample units are to be inspected only when non -representative distresses are observed. Typically, these will be distresses that are localized in nature and not representative of the entire pavement section e.g. high severity alligator cracking found near bus pads, rutting in intersections, distresses due to landscape watering/ponding etc. Effective March 2024 2-3 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work 4. Conduct the distress inspection by walking on the pavement shoulder or sidewalk adjacent to the sample unit being surveyed, measuring the quantity of each severity level of every distress type present, and recording the data. Each distress must correspond in type and severity to that described in the Paver Distress Identification Manuals. 5. A copy of the recorded distress data should be provided on a weekly basis to the responsible agency personnel for quality assurance. It should be noted that windshield surveys, while reasonably fast and inexpensive, do have shortcomings. Chief among these are that low severity distresses are difficult to identify in this procedure, and consequently, the PCI may be significantly higher than it ought to be. A pavement may therefore be selected for a slurry seal when a thin overlay is more appropriate or for a thin overlay when a thick overlay is more appropriate. This may result in treatments that are not cost- effective. When certain pavements are a high priority (usually those with high traffic volumes or other distinctive features) for a local agency, walking surveys are preferred to ensure that all pertinent distresses are captured, although windshield surveys are the minimum standard. For residential or local streets, windshield surveys are acceptable. When automated or semi -automated surveys are used, the following procedure should be followed. The Local Agency should: Establish a series of test sites Determine the distress data on those sites using a walking survey Compare the data from the automated equipment with the walking survey data. It is desirable for the PCI values from the automated survey to be within plus or minus five PCI points of the values obtained from the walking survey. However, plus or minus ten PCI points is generally considered acceptable. Any site with a difference greater than ten PCI points should be carefully rechecked to determine the cause for the discrepancy. The agency must then make a judgement whether the automated data is acceptable. OCTA's role is limited to the evaluation of the distress data submitted by the agencies and does not include a verification or evaluation of the automated equipment or procedure used by the agency submitting the automated survey. Inspection Frequency All streets identified on the MPAH must be surveyed at least once every two years. All local streets must be surveyed at least once every six years. This is a requirement of OCTA's PMP certification program. Effective March 2024 2-4 OCTA &GO Local Tax Dollars at Work Countywide Pavement Management Plan Guidelines Countywide Assessment Standards In 1998, OCTA adopted the countywide pavement condition assessment standards for treatments as shown in Table 2.1. Table 2.1 Pavement Condition Assessment Standards Pavement Quality PCI Thresholds Funded Treatment Very Good 86-100 None Good 75-85 Surface seal* Fair 60-74 Thin overlay Poor 41-59 Thick overlay Very Poor 1 0-40 Reconstruction * Not eligible for CTFP competitive funding program Note that Table 2.1 does NOT preclude other treatments that a local agency may choose to select or use. Indeed, there have been many new pavement technologies and techniques introduced since 1998 that a local agency should consider for preventive maintenance, and which may be funded under the M2 Fair Share program. The treatments in Table 2.1 are intended to identify the types of treatments that OCTA will fund under the competitive grant program only. Quality Assurance/Quality Control (QA/QC) Plan A QA/QC plan must be prepared by all agencies. The purpose of the QA/QC plan is to ensure that all procedures used to collect distress data comply with OCTA's guidelines and result in the delivery of a quality data product. The QA/QC plan should also provide for corrective actions when deficiencies are encountered. As a minimum, the following components must be included: a. Description of condition survey procedures (distress types, severities) or reference to the relevant documents in Chapter 3. All procedures, changes or modifications should be well documented in the QA/QC plan so that future updates will be consistent. In particular, unique situations are especially important and their documentation should be included. b. How data will be collected (windshield, walking, automated or combination of methods). C. Accuracy required for data collection. d. Description of how data will be checked for accuracy by agency (e.g. re -inspections). e. Schedule for when data will be submitted to local agency staff. f. Experience of inspectors including past training on condition surveys or calibration procedures. g. Field data collection safety procedures. Effective March 2024 2-5 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work Any findings that may compromise data integrity and consistency should be discussed and corrected. Examples of these include differences in survey methods from the last update (e.g. changing from windshield to walking surveys), collecting additional distress types and unique situations that may not lend themselves to existing condition survey procedures (e.g. gap -graded mixes, edge cracking with unpaved shoulders). Prior to performing any work, local jurisdictions must review the QA/QC plan with inspection personnel. A copy of the QA/QC plan must be submitted to OCTA together with the PMP certification. Re -inspections As part of any QA/QC process, it is essential to re -inspect portions of the network with different personnel than those performing the condition surveys. Re -inspections should be performed within one month of the original date of collection as pavement data will change with time, and during the winter, may change very rapidly. The data to be re -inspected should include distress types, severities and quantities collected during the survey. At least 5% of the pavement sections should be re -inspected. The selected sections for re -inspections should be representative of the local agency's network. This should include sections from: • All functional classifications (i.e. MPAH and residential/local) All surface types (i.e. AC and PCC) • Entire range of pavement conditions ( i.e. good, fair, poor) • All significant changes in PCI (i.e. sections with more than ±10 PCI points a year with no plausible explanations should be targeted for re -inspections) • All inspectors • Different geographical areas Acceptability Criteria In general, inspectors should identify distress types accurately 95% of the time. Linear measurements should be considered accurate when they are within ±10% if re -measured, and area measurements should be considered accurate when they are within ±20% if re -measured. For the data to be acceptable, 90% of the re -inspected sections must be within ±10 PCI points. If the results of the re -inspections do not meet the above criteria, all inspections should be immediately halted and any differences should be identified and discussed. Corrective actions should be taken immediately. The local jurisdiction should then perform re -inspections of an additional 5% of the pavement sections. Effective March 2024 2-6 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work Prequalification/Calibration of Inspectors Prequalification or calibration of inspectors ensures that proper procedures are followed and that the results obtained are within acceptable variability ranges. This will be implemented by OCTA. Briefly, the procedures to prequalify or calibrate inspectors are as follows: a. OCTA will select approximately 20 pavement sections to be used as control or test sites. Collectively, the control sites should exhibit common distress types and levels of severity that will be encountered in the pavement network and should be across all functional classes, pavement age, surface type, pavement condition and distresses. b. Inspect the sections manually (walking survey) using at least two different experienced inspectors and the established survey protocols (Appendix A and ASTM D6433), including any modifications. This will establish the baseline PCI for each control section. C. The candidate inspectors should then survey the same pavement sections within one month of the control surveys established in Step (b). The data for the sections should be collected and submitted to OCTA as soon as they are completed. d. OCTA will calculate the PCIs based on the survey data collected by inspectors. e. Compare the control PCI data with survey results by candidate inspectors. Identify the differences and areas of variability. Acceptability Criteria The criteria for acceptability are: a. nRMSE 5 1.4 where: n RPCII — BPCII z nRMSE = 1 SDPCI n Where: nRMSE = Normalized root mean square error or deviation RPCI; = Reported PCI for control section i BPCI; = Baseline PCI for control section i n = Number of control sections and SDPCI = 100 + 3(5.29 — BPCI) 5.29 b. Inspectors that obtain nRMSE values higher than 1.4 will be allowed to re -inspect and re -submit PCI values for three control sections. OCTA will indicate the three control sections where the inspectors showed the highest deviations from the baseline survey. Re -inspections are allowed only once. The normalized root mean square error (nRMSE) will be recalculated and the criteria described at point (a) applied. c. All inspections must be performed independently by each inspector. Effective March 2024 2-7 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work d. Inspectors will be individually prequalified e. At least one inspector of a consultant firm or local agency staff must be prequalified for a submitted Pavement Management Plan to be considered compliant with these Guidelines. Pavement Management Software Training Local agencies may utilize either MicroPAVER or StreetSaver® software for their PMPs, as long as they conform to ASTM D6433 and these guidelines. At least one representative of the local agency must be familiar with the PMP software utilized and have attended one training class. In the case of MicroPAVER, training classes are conducted regularly. The American Public Works Association (APWA) conducts "hands-on" MicroPAVER training for a fee, at least once a year (see www.apwa.org for more information). Web -based training programs on specific modules are also available for a fee and broadcast schedules are periodically posted on the APWA website. The Metropolitan Transportation Commission (MTC) provides free training classes on their StreetSaver® software program as well as field condition surveys. Typically, two field training classes are conducted annually; one in Northern California and one in Southern California (see mtc.ca.gov for more information). There are enough similarities between StreetSaver's and MicroPAVER's condition surveys that this training class will benefit any inspector new to the process. OCTA offers limited software and field training focusing on those items to be included in the biennial PMP submittals. However, the training is not mandatory but highly recommended for any local agency submitting a Pavement Management Plan to OCTA. This training is sufficient to satisfy the training requirement of these Guidelines. Both software and field training may be offered online at the discretion of OCTA. Pavement Management Data Files The Pavement Management data files shall be submitted to OCTA in spreadsheet and Geographic Information System (GIS) format (Appendix A). This must include the following information: • Street name and limits for all public streets • Street identifiers (Branch ID, Section ID) • Direction (if applicable) • Beginning and ending of each section Length, widths and true areas • Functional Classification (MPAH, local) Number of travel lanes • PCI and date of inspection • Type of recommended treatment • Cost of recommended treatment • Street geometry as linear features Public alleys formally accepted as part of the local agency's street system may be included in the PMP submittal at the local agency's option. Public parking lots and private streets shall not be included in this submittal. Effective March 2024 2-8 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work If the agency is unable to provide pavement data in the requested GIS format, a request for exception must be submitted by the agency. When requesting an exception, the agency must provide a letter signed by the Public Works Director with an explanation and a timeline of when the agency will have capabilities of providing pavement data in the required GIS digital format. Cost to convert pavement data to GIS digital format is an eligible expense under Local Fair Share. Effective March 2024 2-9 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work Chapter 3 — Agency Submittals Local agencies must submit to OCTA the following as part of the biennial certification: 1. PMP Agency Submittal Template (See Appendix A) 2. PMP certification (see Page A-5) 3. QA/QC plan (see Pages A-17 — A-21) 4. Pavement management data files in a form useable by OCTA (see Page 2-7) 5. PMP "hard copies" which include the following: a. Average (weighted by area) PCI as of June 30 of the submittal year for: i. Entire pavement network ii. MPAH roadways iii. Local streets b. Projected PCI under existing funding levels, by year, over the next seven years for: i. Entire pavement network ii. MPAH roadways iii. Local streets c. Seven-year plan for road maintenance and rehabilitation based on current and projected budget, identifying street sections selected for treatment. Specific data to be submitted are: i. Street name ii. Limits of work iii. Lengths, widths iv. Pavement areas 1. Each street 2. Total area for local streets 3. Total area for MPAH roadways 4. Total area for entire public streets network V. Functional classification (i.e. MPAH or local street) vi. PCI and most recent date of inspection vii. Type of treatment viii. Cost of treatment ix. Year of treatment d. Alternative funding levels required to: i. Maintain existing average network PCI ii. To improve average network PCI e. Backlog by year of unfunded pavement rehabilitation, restoration, and reconstruction needs. f. Centerline mileage for MPAH, local streets, and total network. g. Percentage of total network in each of the five condition categories based on centerline miles. 6. In order to be eligible for the local match reduction of 10%, the local jurisdiction must either: Effective March 2024 3-1 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work a. Show measurable improvement of paved road conditions during the previous reporting period defined as an overall weighted (by area) average system improvement of one PCI point with no reduction in the overall weighted (by area) average PCI in the MPAH or local street categories; or b. Have road pavement conditions for the overall network during the previous reporting period within the highest 20% of the scale for road pavement conditions in conformance with OCTA Ordinance No. 3, defined as a PCI of 75 or higher. Effective March 2024 3-2 OCTA &GO Local Tax Dollars at Work Countywide Pavement Management Plan Guidelines This Page Intentionally Left Blank Effective March 2024 3-3 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work Appendix A — Pavement Management Plan Submittal Template The following template shall be used to submit the required Pavement Management Plan to OCTA. The Word document is available for download at octa.net/OCGoEligibility. Effective March 2024 A-1 OCTAm &GO Local Tax Dollars at Work Countywide Pavement Management Plan Guidelines This Page Intentionally Left Blank Effective March 2024 A-2 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work OCTA Agency Pavement Management Plan Prepared by: [Author Name] Submitted to OCTA: [Date] Effective March 2024 A-3 OCTAm &GO Local Tax Dollars at Work Countywide Pavement Management Plan Guidelines This Page Intentionally Left Blank Effective March 2024 A-4 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work I. Pavement Management Plan Certification The City/County of Type Here certifies that it has a Pavement Management Plan in conformance with the criteria stated in the Orange County Transportation Authority Ordinance No. 3. This ordinance requires that a Pavement Management Plan be in place and maintained to qualify for allocation of revenues generated from renewed Measure M2. The plan was developed by Type here* using Type here, a pavement management system, conforming to American Society of Testing and Materials (ASTM) Standard D6433, and contains, at a minimum, the following elements: • Inventory of MPAH and local routes reviewed and updated biennially. The last update of the inventory was completed on Month, Year for Arterial (MPAH) streets and Month, Year for local streets. • Assessment of pavement condition for all routes in the system, updated biennially. The last field review of pavement condition was completed on Month, Year. • Percentage of all sections of pavement needing: o Preventative Maintenance: Type here% o Rehabilitation: Type here% o Reconstruction: Type here% • Budget needs for Preventative Maintenance, Rehabilitation, and/or Reconstruction of deficient sections of pavement for: o Current biennial period $Type here o Following biennial period $Type here • Funds budgeted or available for Preventative Maintenance, Rehabilitation, and/or Reconstruction: o Current biennial period $Type here o Following biennial period $Type here • Backlog by year of unfunded pavement rehabilitation, restoration, and reconstruction needs. • The Pavement Management Plan is consistent with countywide pavement condition assessment standards as described in the OCTA Countywide Pavement Management Plan Guidelines adopted by the OCTA Board of Directors. *An electronic copy of the Pavement Management Plan (with Micro Paver or StreetSaver compatible files) has been, or will be, submitted with the certification statement. A copy of this certification is being provided to the Orange County Transportation Authority. Submitted by: Click here to enter text. Name (Print) Signed Click here to enter text. Title (Public Works Director and/or City Engineer) Click here to enter text. Jurisdiction Click here to enter a date. Date Effective March 2024 A-5 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work II. Executive Summary Click here to enter text. Effective March 2024 A-6 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work III. Background (Optional) Click here to enter text. Effective March 2024 A-7 OCTA &GO Local Tax Dollars at Work ITA V. Countywide Pavement Management Plan Guidelines Current Pavement Conditions (PCI) Click here to enter Click here to enter Click here to enter Projected Pavement Conditions (PCI) Should be by projected PCI by year under existing or expected funding levels for next seven fiscal years ("Today" is before June 30, 2024). z6l Year Current Funding PCI PA Click here to Click here to Click here to Click here to Today enter enter enter enter Click here to Click here to Click here to Click here to 2024-25 enter enter enter enter Click here to Click here to Click here to Click here to 2025-26 enter enter enter enter Click here to Click here to Click here to Click here to 2026-27 enter enter enter enter Click here to Click here to Click here to Click here to 2027-28 enter enter enter enter Click here to Click here to Click here to Click here to 2028-29 enter enter enter enter Click here to Click here to Click here to Click here to 2029-30 enter enter enter enter Click here to Click here to Click here to Click here to 2030-31 enter enter enter enter Effective March 2024 A-8 OCTA &GO Local Tax Dollars at Work VI. Alternative Funding Levels Countywide Pavement Management Plan Guidelines Maintain Existing Average Network PCI Fiscal Year Maintain Func Entire Network PCI MPAH Local Click here to Click here to Click here to Click here to Today enter enter enter enter Click here to Click here to Click here to Click here to 2024-25 enter enter enter enter Click here to Click here to Click here to Click here to 2025-26 enter enter enter enter Click here to Click here to Click here to Click here to 2026-27 enter enter enter enter Click here to Click here to Click here to Click here to 2027-28 enter enter enter enter Click here to Click here to Click here to Click here to 2028-29 enter enter enter enter Click here to Click here to Click here to Click here to 2029-30 enter enter enter enter Click here to Click here to Click here to Click here to 2030-31 enter enter enter enter Improve Average Network PCI Fiscal Year Current Entire Network MPAH Local Funding PCI Click here to Click here to Click here to Click here to Today enter enter enter enter Click here to Click here to Click here to Click here to 2024-25 enter enter enter enter Click here to Click here to Click here to Click here to 2025-26 enter enter enter enter Click here to Click here to Click here to Click here to 2026-27 enter enter enter enter Click here to Click here to Click here to Click here to 2027-28 enter enter enter enter Click here to Click here to Click here to Click here to 2028-29 enter enter enter enter Click here to Click here to Click here to Click here to 2029-30 enter enter enter enter Click here to Click here to Click here to Click here to 2030-31 enter enter enter enter Effective March 2024 A-9 OCTA &GO Local Tax Dollars at Work VII. no Countywide Pavement Management Plan Guidelines Current and Projected Backlog by Year of Pavement Maintenance Needs Fiscal Year Ir""B"acklog qr" Click here to enter 71, Backlog adb Click here to enter Increase PCI Ba djo Click here to enter Current 2024-25 Click here to enter Click here to enter Click here to enter 2025-26 Click here to enter Click here to enter Click here to enter 2026-27 Click here to enter Click here to enter Click here to enter 2027-28 Click here to enter Click here to enter Click here to enter 2028-29 Click here to enter Click here to enter Click here to enter 2029-30 Click here to enter Click here to enter Click here to enter 2030-31 Click here to enter Click here to enter Click here to enter Centerline Mileage Effective March 2024 A-10 OCTAm &GO Local Tax Dollars at Work Countywide Pavement Management Plan Guidelines IX. Percentage of Network in Each of Five Condition Categories Based on Centerline Miles Percent Area of Percent Centerline Categor PCI Network Area of Pavement Centerline Mileage of liftemenf Network Very Good 86-100 MPAH Click here to enter% Click here to enter Click here to enter/o Click here to enter Local Click here to enter% Click here to enter Click here to enter 75-85 MPAH Click here to enter% Click here to enter Click here to enter% Click here to enter Good Local Click here to enter% Click here to enter Click here to enter Fair 60-74 MPAH Click here to enter% Click here to enter Click here to enter% Click here to enter Local Click here to enter% Click here to enter Click here to enter 41-59 MPAH Click here to enter% Click here to enter Click here to enter% Click here to enter Poor Local Click here to enter% Click here to enter Click here to enter IMPAH Very Poor 0-40 Click here to enter% Click here to enter Click here to enter/ Click here to enter Local Click here to enter% Click here to enter Click here to enter Effective March 2024 A-11 o' CT,; &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work X. Reduction in Local Match A local agency match reduction of 10% of the eligible cost for Project 0 submitted for consideration of funding through the Comprehensive Transportation Funding Programs (CTFP) call for projects is available if the local agency either: a. Shows measurable improvement of paved road conditions during the previous reporting period defined as an overall weighted (by area) average system improvement of one Pavement Condition Index (PCI) point with no reduction in the overall weighted (by area) average PCI in the Master Plan of Arterial Highways (MPAH) or local street categories; or b. Have road pavement conditions during the previous reporting period, within the highest 20% of the scale for road pavement conditions in conformance with OCTA Ordinance No. 3, defined as a PCI of 75 or higher, otherwise defined as in "good condition". If applicable, please use the space below to justify the local agency's eligibility for a reduction in Local Match based on the statement above. Click here to enter text. Effective March 2024 A-12 OCTAm &GO Local Tax Dollars at Work Countywide Pavement Management Plan Guidelines XI. Appendix A — Seven -Year Road Maintenance and Rehabilitation Plan Based on Current or Expected Funding Level and Maintenance of Current System PCIs The seven-year plan for road maintenance and rehabilitation should be based on current and projected budget. Street sections selected for treatment should be identified here. Specific data to be submitted should follow the format below: MPAH Limits of Work Street Name From To Length of Segment Width of Segment Pavement Area Type of Treatment Cost of Treatment Year of Treatment LOCAL Limits of Work Street Name From To Length of Segment Width of Segment Pavement Area Type of Treatment Cost of Treatment Year of Treatment Please attach the seven-year road maintenance and rehabilitation plan, following the above template, after this sheet. The plan should be labeled Appendix A. Effective March 2024 A-13 OCTAm &GO Local Tax Dollars at Work Countywide Pavement Management Plan Guidelines XII. Appendix B — Complete Listing of Current Street Conditions A complete listing of current pavement conditions should be included in this report. Specific data to be submitted should follow the format below: MPAH Street Name From To Width of Segment Area Current PCI Most Recent Inspection Date LOCAL Street Name From To Width of Segment Area Current PCI Most Recent Inspection Date Please attach the complete street listing, following the above template, after this sheet. The pages should be labeled Appendix B. Effective March 2024 A-14 o' CT,; &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work XIII. Appendix C — GIS Digital Data Introduction The OCTA GIS Section maintains a spatial inventory of transportation infrastructure which mostly consists of major arterial streets, roads, and highways. A key component of road information is pavement condition. Maintaining an inventory of pavement condition will enhance OCTA's GIS visualization and analysis capabilities and assist in understanding the transportation investment needs throughout the region. Therefore, a GIS dataset in digital format should be included in this report. If the agency is unable to provide pavement data in the requested GIS format, a request for exception must be submitted by the agency. When requesting an exception, the agency must provide a letter signed by the Public Works Director with an explanation and a timeline of when the agency will have capabilities of providing pavement data in the required GIS digital format. Structure of GIS Data The GIS dataset must consist of linear geographic features that represent road/street segments. All segments that are part of the report should be included in the GIS dataset. The attribute information of each segment should generally follow the format of the Complete Listing of Current Street Conditions in Appendix B above. The GIS data requirements are discussed below. Most commercial and open -source GIS software provide industry -standard tools to manage GIS data to meet these requirements. GIS Dieital Data Format The GIS data must be submitted in either one of the following formats: • Esri Shapefile, or • Esri File Geodatabase Matariata The GIS data are required to have associated metadata. The minimum metadata items required are: • Title of Dataset • Tags (A set of words that can be used by GIS to search for the resource. For example: "pavement", "transportation", "roads") • Summary (A brief purpose statement of the dataset) • Description (A brief narrative of the dataset's content) • Credits (A recognition of those who created or contributed to the resource) Effective March 2024 A-15 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work Spatial Geometry Type The spatial geometry of the segment features must be lines that represent the roadway centerline as accurately as possible. Projection The GIS data must have spatial reference information and have its coordinate system identified and embedded in or associated with the data file(s). All GIS data submitted to OCTA should be in the following projected coordinate system: • NAD 1983 State Plane California VI FIPS O406 (US Feet) - More information about this system can be found at: https://spatialreference.org/ref/epsg/nad83-california-zone-6-ftus/ GIS Feature Attributes The required segment attributes are: • Street name • Unique segment identifier (Segment ID from original source if available) • Name of intersecting road at the beginning of a segment • Name of intersecting road at the end of the segment • Current pavement condition index (PCI) • Current PCI inspection date • Length of road segment in feet • Width of road segment in feet • Paved area of road segment in square feet or square yards • Projected PCI at end of Seven -Year Road Maintenance and Rehabilitation Plan Additional attributes such as number of through travel lanes, direction of travel and pavement surface type may be provided. An example of a GIS attribute table for road segments is shown below (Note that there are additional attributes such as surface, functional class, and number of travel lanes). 08JEC7D' Sec IQ Street Name From To PCI Insp Date Length Width Area Surface FuncClass La- 1 I 43 4022 ARBORWOOD HEDGELN CANYONW06D 89 1/11/2013 254 48 12192 AC SECONDARY 2 2 44 4025 ARBORWOOD BETHESDA YALE CT 92 1/11/2013 174 48 17957 AC SECONDARY 2 3 45 4031 ARBORWOOD WINTHROP BETHESDA 89 1/11/2013 966 48 41568 AC SECONDARY 2 4 46 4187 ARBORWOOD VALE CT HEDGE LN 89 1/11/2013 1691 48 31163 AC SECONDARY 2 5 47 4195 ARBORWOOD CITRUSGLEN WINTHROP 90 1/11/2013 434 48 20832 AC SECONDARY 2 6 109 1362 CAMPUSDR CARLSON AVE UNIVERSITY DR 99 12r1912012 3963 58 2O0334 AC SECONDARY 4 7 110 a057 CAMPUSDR MAC ARTHUR BLVD VON KARMAN AVE 93 12/19/2012 1689 30 W70 AC SECONDARY 4 8 111 2053 CAMPUSDR VON KARMAN AVE TELLER AVE 93 12/19/2012 1310 30 393W AC SECONDARY 4 9 112 2950 CAMPUSDR TELLER AVE JAMBOREE RD 96 12/19/2012 700 24 183W AC SECONDARY 4 10 116 9961 CAMPUSDR JAMBOREE RD CARLSON AVE 98 12/19/2012 1161 68 88752 AC SECONDARY 2 11 117 4186 CANYONWOOD MLADOWOO❑ ARBORWOOD 89 1/11/2013 1026 47 48472 AC SECONDARY 2 12 118 1409 CARLSON AVE MICHELSON DR PALATINE 100 12J1912012 1146 55 74490 AC SECONDARY 4 Effective March 2024 A-16 o' CT,; &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work XIV. Appendix D — Quality Assurance/Quality Control Plan Introduction When performing data collection in any field, the need for quality control is paramount as it is essential for accurate planning, analysis and design. This is particularly true for collecting pavement distress data for a pavement management system. The Quality Assurance/Quality Control (QA/QC) Plan establishes minimum quality standards for performance and procedures for updates of the pavement management system. If applicable, utilize the space below to include information on the agency's QA/QC policies: Click here to enter text. Objectives This document constitutes a formal QA/QC Plan for the City/County. It was prepared on Select date and last revised on Select date. Specifically, it is intended for the Year Applicable Pavement Management Plan Update. The focus is on the collection of network -level pavement distress data (defined by National Cooperative Highway Research Program (NCHRP) Synthesis 401 Quality Management of Pavement Data Collection, as "Network -level data collection involves collection of large quantities of pavement condition data, which is often converted to individual condition indices or aggregated into composite condition indices.") This document also addresses the QA/QC plan requirements of the Orange County Transportation Authority (OCTA)'s "Countywide Pavement Management Plan Guidelines" (section 2.4), originally adopted in May 2010. Structure of QA/QC Plan The following components are addressed in this QA/QC Plan: • Condition survey procedures used • Accuracy required for data collection • Inspector qualifications and experience • Safety Effective March 2024 A-17 o' CTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work Condition Survey Procedures The governing document in performing condition surveys for the Enter agency namFis ASTM D6433 "Standard Practice for Roads and Parking Lots Pavement Condition Index (PCI) Surveys." Both asphalt concrete (AC) and Portland cement concrete (PCC) pavements are included in this protocol. The following distresses are collected for each pavement type. Asphalt Concrete AC Pavements 1. Alligator (fatigue) cracking 2. Bleeding 3. Block cracking 4. Bumps and sags 5. Corrugation 6. Depression 7. Edge cracking 8. Joint reflection cracking 9. Lane/Shoulder drop off 10. Longitudinal & Transverse cracking 11. Patching and utility cut patching 12. Polished aggregate 13. Potholes 14. Railroad crossing 15. Rutting 16. Shoving 17. Slippage cracking 18. Swell 19. Weathering 20. Raveling Portland Cement Concrete (Jointed) 1. Blowup/buckling 2. Corner breaks 3. Divided slab 4. Durability ("D") cracking 5. Faulting 6. Joint seal damage 7. Lane/shoulder drop off 8. Linear cracking 9. Patching (large) and utility cuts 10. Patching (small) 11. Polished aggregate 12. Popouts 13. Pumping 14. Punchout 15. Railroad crossing 16. Scaling, map cracking and crazing 17. Shrinkage cracks 18. Spalling (corner) 19. Spalling (joint) Any exceptions to the above procedures are discussed before any surveys are performed. These are documented in the paragraphs below. [Note to agency: these are usually related to distresses or situations that are not covered in the manuals. Examples include roller check marks or edge cracking on streets with no curbs and gutters. Others include the raveling of surface seals or the use of open -graded asphalt concrete mixes where the surface appears to have large voids present. Any modifications must be documented and included in this document. Photos are extremely helpful.] All surveys are performed as Indicate type of surveys - walking, windshield, semi -automated etc. surveys, and a minimum 10% sampling rate is utilized. Field crews are typically composed of Click here to enter field crew informatic (Typically a one -person crew on residential streets and some collectors, and up to two -person crews for major arterials, depending on traffic volumes and speeds. Edit as appropriate). The safety of field personnel is paramount in all instances. Effective March 2024 A-18 o' CT,; &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work The sample unit selected must be representative of the entire pavement section. This assumes that the section is homogenous; if it is not homogeneous, then the section must be split according to the criteria agreed upon by the agency. Typically, the criteria used are: • Pavement condition • Construction age, if known • Maintenance history, if known • Traffic volumes (or functional classification as a surrogate) • Surface types (e.g. asphalt concrete or Portland cement concrete) • Geometric elements (e.g. widths) Any modifications to the section inventory data are documented in the pavement management report. A sample unit must be between 2,500 ± 1,000 square feet in conformance with ASTM D6433 protocols. Typical sample unit dimensions are 100 feet long by the width of the street. Streets that are wider than 40 feet wide will have shorter lengths (generally 50 feet) or if they are divided by a raised median, separate sample units will be taken in each direction. Any pavement areas that are not representative of the section will be noted and surveyed as an additional sample unit. Accuracy Required for Data Collection The accuracy required for data collection has two components, both of which are further described in the following paragraphs. • Re -inspections • PCI comparisons with past surveys Random and Systematic Re -Inspections Random Re -inspections Random re -inspections will include a representative selection across the following categories: • Functional classes (i.e. MPAH, locals); • Surface types (e.g. asphalt concrete or Portland cement concrete); • Pavement conditions (e.g. good, fair, poor); • Inspectors; • Geographical areas, if applicable. Systematic Re -inspections For systematic re -inspections, this could be due to noticed trends such as specific treatment types (e.g. open -graded mixes), a specific inspector or geographical area. In such cases, more than 5% will be re- inspected. Effective March 2024 A-19 o' CT,; &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work Acceptability Criteria At the time of re -inspection, the actual distresses will be re -inspected and verified, and any corrections made, if necessary. Distress types and severities must be the same and re -measured quantities within ±10% of the original measured quantity. If corrections are required on more than 10% of the re -inspected sample unit, then an additional 5% will be re -inspected. This will continue until more than 95% of the re -inspected sections meet the acceptability criteria. PCI Comparison with Past Surveys As another level of quality control, the new PCIs are compared with the previous PCIs. If they differ by more than ±10 PCI points, these sections are automatically flagged for further investigation. If PCI Increases 10 points The section is investigated to see if a maintenance and rehabilitation event has occurred since the last survey, but has not been recorded. Typically, it may include activities such as: • Crack sealing activities —changes medium or high severity cracking to low severity • Patching activities — alligator cracking that has been removed and patched, so that the resultant PCI is increased. • Surface seals • Overlay • Others Therefore, an up to date maintenance and rehabilitation history file in the pavement management database is desirable, both for historical accuracy as well as to provide additional quality control. If PCI decreases 10 points The section is checked to see if the average deterioration rate (usually 3 to 4 points per year) is exceeded. If the drop in PCI is within range of what is acceptable, no further action is required. If the drop is more than the acceptable range, a re -inspection will be performed. The default performance curves in the pavement management software form the basis for what is acceptable. Effective March 2024 A-20 OCTAm &GO Local Tax Dollars at Work Countywide Pavement Management Plan Guidelines Inspector's Qualifications and Experience The Enter agency here inspectors have attended formal training on pavement condition distress surveys. This training was conducted prior to performing any work using the ASTM D6433 protocols, consistent with OCTA's requirements. Date of ASTM D6433 Inspector Name Training Conducted By: Training Click here to enter Click here to enter Click here to enter Click here to enter Click here to enter Click here to enter Resumes of the technicians utilized on this project are included as an attachment. Safety Procedures The Enter agency here administers a health and safety program in compliance with the Cal Occupational Safety and Health Administration (OSHA) Title Vill, Section 3203. The program is documented in Enter document name herE . Generally, the safety procedures include (Edit as applicable to agency): • Inspectors to wear a Class 2 or 3 safety vest at all times; • Flashing beacon on all vehicles utilized for surveys; and • Stopped vehicles to be parked at locations away from moving traffic (e.g. nearby parking, shoulders, etc.). • Enter safety protocol here. On streets where there is a high volume of traffic or high speeds, additional measures may be necessary, such as: • Surveys to occur during off-peak periods or on weekends; • Additional inspector to watch out for traffic; and • Traffic flaggers in extreme cases. Attachment — Appendix C: Resumes of Field Inspectors ---End of QA/QC Plan Effective March 2024 A-21 OCTAm &GO Local Tax Dollars at Work Countywide Pavement Management Plan Guidelines This Page Intentionally Left Blank Effective March 2024 A-22 OCTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work XV. Appendix E — Pavement Management Data Files The Pavement Management data files shall be submitted to OCTA in spreadsheet format. This must include the following information: • Street name and limits for all public streets • Street identifiers (Branch ID, Section ID) • Direction (if applicable) • Beginning and ending of each section • Length, widths, and true areas • Functional Classification (MPAH, Local) • Number of travel lanes • PCI and date of inspection • Type of recommended treatment • Cost of recommended treatment • Street geometry as linear features The Pavement Management data files are submitted here as an electronic copy sent via email as an attachment, via a link to an online storage device site, such as DropBox and/or OneDrive, or USB drive , and/or included as Appendix E. Effective March 2024 A-23 OCTA &GO Local Tax Dollars at Work Countywide Pavement Management Plan Guidelines This Page Intentionally Left Blank Effective March 2024 A-24 OCTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work XVI. Appendix F — GIS Maps — Current Conditions (Optional) If included, attach and label Appendix F. Effective March 2024 A-25 OCTA &GO Local Tax Dollars at Work Countywide Pavement Management Plan Guidelines This Page Intentionally Left Blank Effective March 2024 A-26 OCTA &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work Appendix B — Prequalified Pavement Inspection Consultants and Local Agencies The Prequalified Pavement Inspection Consultants and Local Agencies can be found on the Eligibility Website: https://www.octa.net/OCGoEligibility Effective March 2024 B-1 OCTA &GO Local Tax Dollars at Work Countywide Pavement Management Plan Guidelines This Page Intentionally Left Blank Effective March 2024 B-2 OCTA M &GO Countywide Pavement Management Plan Guidelines Local Tax Dollars at Work Appendix C — Recommendations for Pavement Inspectors Since 2011, OCTA has completed prequalification studies which involved over 60 different pavement control sections. From one prequalification cycle to the next, OCTA made an effort to streamline and improve the process by learning from the observations made during each prequalification cycle. Following are recommendations for inspectors interested in participating in the prequalification program: General • Inspectors should have in their possession the latest edition of the Paver pocket guides for easy reference to distress definitions and severity levels during field surveys. It is important to accurately measure crack width in order to correctly identify the severity of distress. It is strongly advised that inspectors have a second person watch for traffic while they are conducting the surveys. Visually approximating quantities of distress and severities will most certainly result in inaccurate estimates of the PCI. PCC Pavements • There are a limited number of concrete pavements in Orange County. The majority of these pavements are old and in some instances the slabs are more than 50 feet long. According to ASTM D6433, slabs longer than 9m (29.5 feet) must be divided into imaginary joints that are considered to be in perfect condition. Missing joint seal on concrete pavement is recorded as high severity joint seal damage for the entire length of joints affected. Most PCC pavements in the county completely lack joint sealant. When surveying a PCC section, it is very important to make sketch of the slabs being evaluated. Without the sketch, it will be very difficult to correctly count and report distress. Asphalt Concrete Pavements • Several types of distress may occur in the same area. With few exceptions, all types of distress have to be recorded: e.g. raveling and alligator cracking. Measurements of rutting require the use of a straight edge of minimum 6 feet length. Repeated measurements are required to correctly identify the areas of rutting and severity levels. This type of measurement requires the help of a second person to watch for traffic. Remember that OCTA does not provide traffic control. Surface Treatments • ASTM D6433 does not include distresses specific to surface treatment such as slurry seals or chip seals. Inspectors should use their best judgment to evaluate the condition of the original asphalt concrete surface underneath the surface treatment. Effective March 2024 C-1 &GO OCTA M � Local Tax Dollars at Work Countywide Pavement Management Plan Guidelines This Page Intentionally Leff Blank Effective March 2024 C-2 EXHIBIT 3 AGREEMENT WITH BUCKNAM INFRASTRUCTURE GROUP, INC. TO PROVIDE PAVEMENT MANAGEMENT PROGRAM UPDATE SERVICES THIS AGREEMENT is made and entered into on the 1 st day of April, 2025 by and between Bucknam Infrastructure Group, Inc. ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On November 26, 2024 the City issued Request for Proposal ("RFP") No. 24-133, by which it sought qualified consultants to provide pavement management program update services for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the City. Consultant represents that it is able and willing to provide the services described in the scope of work that was included in RFP 24-133. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in the scope of work that was included in RFP No. 24-133, which is attached hereto as Exhibit A and incorporated in full. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City, the rates and charges identified in Exhibit B. The total amount to be expended during the term of this Agreement shall not exceed One Hundred and Thirty -Five Thousand Dollars ($135,000), including any extension periods. b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonable be expected by City. 3. TERM Page 1 of 9 This Agreement shall commence on April 1, 2025 and end on March 31, 2028, unless terminated earlier in accordance with Section 16, below. The term of this Agreement may be extended for up to one (1), two-year period upon a writing executed by the City Manager and the City Attorney. 4. PREVAILING WAGES Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 1600, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the services being performed are part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless form any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 5. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 6. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 7. INSURANCE Page 2 of 9 Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require any subcontractors to obtain and maintain insurance as described below for the entire Term of this Agreement against claims for injuries to persons or damage to property which may arise from or in connection with services, products and materials supplied to City. Total cost of such insurance shall be borne by Consultant. MINIMUM SCOPE AND LIMIT OF INSURANCE 1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence and $4,000,000 aggregate. Required policy limits can be met with primary and umbrella/excess insurance policies. 2. Automobile Liability: Insurance Services Office Form CA 00 01 covering Code 1 (any auto), with limits no less than $1,000,000 combined single limits. In the event Consultant does not maintain commercial automobile liability insurance, City will accept evidence of personal automobile insurance. 3. Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per accident, policy or employee, for bodily injury or disease. Coverage is not required if Consultant has no employees and signs request to waive such insurance. 4. Professional Liability Insurance: with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 aggregate. If Consultant maintains broader coverage and/or higher limits than the minimum requirements for each line of coverage shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City. Other Insurance Provisions The above required insurance policies are to contain or be endorsed to contain the following provisions: 1. City, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds, under Consultant's CGL, Professional Liability, and Automobile Liability policies, with respect to any liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, equipment, and personnel furnished in connection with such work or operations. 2. Consultant's Insurance company(ies) agrees to waive all rights of subrogation against City, its City Council, its officers, officials, employees, agents, and volunteers for losses paid under the terms of any policy which arise from work performed by Page 3 of 9 Consultant under this Agreement. 3. For any claims related to this contract, Consultant's insurance coverage shall be primary and any insurance maintained by City, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it. 4. A severability of interest provision must apply for all the additional insureds, ensuring that Consultant's insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer's limits of liability. 5. Insurance policies required herein shall provide that coverage shall not be canceled, suspended, voided, reduced in coverage or in limits, non -renewed by the carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City for policy cancellation or non -renewal due to non-payment of premium. 6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: Hayley Gilbert, 20 Civic Center Plaza M-36, Santa Ana, CA 92701. The name and location of project must be included in the Description of Operations section of each certificate. Self -Insured Retentions Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. Acceptability of Insurers Insurance is to be placed with insurers authorized to conduct business in the State of California with a current A.M. Best rating of no less than A:VII, unless otherwise acceptable to City. Verification of Coverage Consultant shall furnish City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive Consultant's obligation to provide them. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. Special Risks or Circumstances City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 8. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the Page 4 of 9 negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 9. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 10. RECORDS Consultant shall keep records and invoices in connection with. the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 11. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential Page 5 of 9 information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 12. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 13. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 14. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 15. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other contractors retained by City. Page 6 of 9 16. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 17. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 18. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 19. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 20. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: Page 7 of 9 To City: City Clerk City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-21) P.O. Box 1988 Santa Ana, California 92702 Fax: 714-647-5635 To Consultant: Bucknam Infrastructure Group, Inc. 3548 Seagate Way, Suite 230 Oceanside, CA 92056 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 21. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. Page 8 of 9 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Jennifer Hall City Clerk APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: Kyle , llesen Assistant City Attorney RECOMMENDED FOR APPROVAL: Digitally signed by labil Saba Nabil Saba Da e:2025.03.17 14:31:22-07'00' Nabil Saba Executive Director Public Works Agency CITY OF SANTA ANA Alvaro Nunez City Manager CONSULTANT: Pet J. Bucknam President/Project Manager Page 9 of 9 EXHIBIT A CITY OF SANTA ANA EXHIBIT I SCOPE OF SERVICES Introduction - The City of Santa Ana is seeking a qualified consultant to perform pavement condition surveys and budgetary analysis as part of the update to the City's Pavement Management Program (PMP). The PMP surveys and analysis shall comply with Orange County Transportation Authority (OCTA) guidelines. The City's roadways consist of approximately 450 centerline miles of paved streets and alleys. The roadways are divided into three networks: Master Plan of Arterial Highways (MPAH), Local Street, and Alley. The MPAH Network contains approximately 105 centerline miles of Major Arterial, Primary Arterial, Secondary Arterial, and Collector streets with AC and PCC surfaces. The Local Street Network contains approximately 317 centerline miles of residential and nonresidential/ industrial streets with AC and PCC surfaces. The Alley Network contains approximately 28 centerline miles of alleys with AC and PCC surfaces. The database includes 4,417 street sections in all three networks and these sections were last surveyed from 2023-2024. These data were input into StreetSaver software; therefore, all works for this scope of services shall utilize the latest version of StreetSaver software. Description of Work: The proposal should include the following tasks and fees and any additional tasks and fees deemed necessary by the Consultant shall be clearly identified in the proposal. Additionally, the City reserves the right to provide Notice To Proceed (NTP) for any, all or none of the following optional tasks: Database: Task 1 - Management and Administration The Consultant shall monitor project progress and maintain project files. Other responsibilities include supervising and reviewing the inspection process for conformance with OCTA guidelines. The Consultant shall meet with City staff to review schedule, budget, project documents, project goals, format of deliverables and clarify responsibility of each party. Task 2 - Pavement Condition Surveys Collect and record pavement distress data, as per ASTM D6433 and OCTA guidelines. The pavement distress data shall be collected using the walking survey method; windshield surveys will not be accepted in lieu of walking surveys. Input pavement distress data into the City's database and calculate Pavement Condition Index (PC[) for each segment utilizing the latest version of StreetSaver software. The consultant shall keep a log of any discrepancies between the database information (i.e. surface type, etc.) and actual field conditions, and shall coordinate with City staff to correct the database as necessary. The Consultant shall provide the City with a list of street sections with a difference of more than 10 PCI values since the last inspection and the explanation for such major changes. Corrections/changes to the database shall not be made without prior City staff approval. Task 3 — Customize Database To monitor the progress of various maintenance and rehabilitation (M&R) treatments, the database shall update the customized field to track project updates for example details of treatment types (i.e. 2" AHRM over 3/8" ARAM, over 2" AC over native). Additionally, the Consultant shall coordinate with StreetSaver developer to prepare a customized report to include the following fields (all of these fields are currently in the database but there is no single report output including all of them) in one single report: • Local Street Preventative Maintenance's date • Pavement treatment data in pavement section table • Project number in M&R section • Number of slabs (PCC streets only) • Verify treatment history to be reflected on each pavement section Furthermore, the City frequently prepares various reports for City Council. Therefore, the Consultant shall coordinate with StreetSaver developer to prepare up to five custom maps. Task 4 - Budgetary Analysis The City will provide the list of completed streets over the past two fiscal years to be updated in the database and the list of streets planned for repair over the next seven fiscal years for the budgetary analysis. Forecast future PCI values for each segment and create OCTA-required budget scenarios for each network utilizing the latest version of StreetSaver software. The consultant shall coordinate with City staff to develop a 7-year maintenance & rehabilitation strategy (including but not limited to selecting segments, treatment type, costs, and year of implementation). Task 5 - Final Report The consultant shall prepare a final Pavement Management Program report and any other required submittal items, as per OCTA guidelines. The report shall include, without limitation, the methods, findings and recommendations of the consultant, which shall be presented in a single comprehensive document which, should include findings generated as part of other tasks described herein. Task 6 - Database Update and GIS Map Integration Anticipate approximately 30 or less segments of roadway to be added/deleted/combined from database (City will confirm if this scope is needed and will provide a list). The Consultant shall integrate GIS mapping (ESRI) with StreetSaver database / Generate updated GIS shapefile and provide data upon City request. Consultant to provide recommendation for integrating StreetSaver with City's GIS platform via ESRI. Additionally, as - needed GIS integration services upon request. Run at least five (5) Budget and/or Target -Driven scenario analyses and show the impacts through the use of GIS maps with the StreetSaver GIS toolbox. Two of the five scenarios should include: a. Future pavement condition based on historical funding of pavement maintenance. b. Anticipated annual funding needed to acquire and maintain a minumum PCI of 75 Citywide. General Requirements • All work shall be performed in conformance with the City and OCTA's policies, procedures, and standards. • The Consultant has total responsibility for the accuracy and completeness of all inspections performed and documents prepared. The documents furnished under the Agreement shall be of a quality acceptable to the City. The criteria for acceptance shall be a product of neat appearance, well organized, and technically and grammatically correct. The assumption of the number of review rounds is not allowed. • The City has traditionally used paper distress forms but electronic data collection (using laptop/tablet computers) will be acceptable. The paper distress forms shall be submitted to the City for the City's records or the methodology for upload of electronic data collected shall be clearly defined and a method for data verification provided. Project Deliverables • Updated database in StreetSaver. • Final PMP report, backup documents not limited to spreadsheets, digital file sent via email, and 1 hard copy. • Updated GIS portfolio. Proiect Schedule and Milestones • Kickoff Meeting & Notice To Proceed August 01, 2025 • Complete inspection & submit inspection data for review December 01, 2025 • Complete Budgetary Analysis December 31, 2025 • Submit Draft Pavement Management Report March 2, 2026 • Complete Final Pavement Report May 1, 2026 • City Council Approve PMP Report June 1, 2026 Payment and Invoicing Selected Consultant shall invoice the City based on time and material according to the City's standard invoice template. Tasks and hours shall be clearly identified and all rates must match those included in the approved agreement. City shall retail ten percent (10%) of the invoice amount from each payment until the completed Project has been accepted by the City. EXHIBIT B Fee Proposal Fee Proposal Task Items 1 through 4 can be accomplished on a time and materials, not -to -exceed basis in accordance with the standard hourly rate schedule attached. Our anticipated fee is projected to be $119,395 for the duration of the contract. We have included our fee schedule below for the City's consideration. D—, pti— 2025-26 Base Fee Principal $315/hr Project Manager $225/hr GIS Manager $165/hr Senior Field Technician Technician(s) $155/hr 5310/hr Admin $100/hr Total by Task Task 1 Project Implementation Task 1.1 Project Kickoff _ 2 $605 Task 1.2 Project Status Meetings- QualityControl Program 6 _-1� qi 60 $8 570 Task 2 CRant Satisfactlon Task 2.1 Project Deliverables 1 2 2 1 2 51,405 $1450 Task 3 1 ProJect Schedule — - - Task 3.1 lWorldlow / Project Schedule 4 2 1 2 Task _ Scope of Work _ _ $2,520 $68190 Task 4.1 Update Maintenance and Rehabilitation Activities 2 21 16 Task 4.2 Pavement Condition Surveys _ - Arterial 1 Collector, Local and Alley Su (approx. 450 miles 6 4 _ 4 _5_96 8 Task 4.3 Customize Database and Maps 3 16 1 1 $4,295 $1055 $8 810 $2 495 Pro-bono Task 4.4 Maintenance and Rehabilitation Assessment I Priorities 4 _ _ _ _ _ _ 1 Task 4.5 Ci ide CIP / OCTA Com fiance Bud t Re orts 1 30 3 _ _ 6 2 Task 4.6 PMP - GIS Mapping 1 10 _ 41 Task 4.7 Santa Ana M Roadsa PMP Web -Portal All deliverables will become property of the G of Santa Ana All Tasks are na otlable Total Hours Staff _ 2 60 37 22 685 4 2025-26 Total Base Fee S 630 $ 13,W $ 43os $ 3A30 $ 75,350 S 4W Optional Tasks Optional / As -needed Tasks 520,006 2025-26 Total Base Fee + Optional Tasks Additional services outside of this contract will be negotiated with the City where we will use the Standard Hourly Rate Schedule shown here. 'Notes / Assumptions: All All Tasks - Bucknam and inspectors are qualified through ASTM D64333 / OCTA until FY 2026 All It is Bucknam's understanding that annaul StreetSaver license fees will be paid by the City outsize this contract Task 4.6 Buckram will work with the Cit 's IT/GIS staff to ensure all GIS data is published within StreetSaver and Cit 's GIS Enterprise Should the City desire to increase the service level above the hours outlined above for the Task items 1 through 4 or require other services not described herein, a fee adjustment would be negotiated and mutually agreed upon by both parties. jai I 7-1 Pavement Management Program Update Fee Proaosal Standard Hourly Rate Schedule Category Rate Principal $ 315 Pavement Management Project Manager 225 Senior Project Manager 215 Management Analyst 180 Project Engineer / Planner 170 Sr. Engineer / GIS Manager / Sr. Inspector 165 Assistant Engineer / Sr. Technician / GIS Analyst 155 CADD Operator 120 Field / GIS Technician 110 Administrative Assistant 100 Clerical / Word Processing 100 Reimbursables Mileage $0.77/mile Subconsultant Services Cost + 15% Reproduction Cost + 15% Travel & Subsistence Cost + 15% Fees & Permits Cost + 15% Computer Services (External) Cost + 15% Rates Effective 7/1/24 3548 Seagate Suite nsde CA90230 56 { T:kna -inc.c 29 INFRASTRUCTURE GROUP, www.bu760)2inc.com 7-2 Pavement Management Program Update