FFY21 TRP MAG TRP AGREEMENT 9.14.20 MCAO SIGNED.PDF
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September 14, 2020
Ms. Tina Wesoloskie, Manager
Travel Reduction and Outreach Division
Maricopa County Air Quality Department
3800 North Central Avenue, Suite 1400
Phoenix, Arizona 85012
Dear Ms. Wesoloskie:
In May 2019, the Maricopa Association of Governments Regional Council, approved the
FY 2020-2021 Unified Planning Work Program (UPWP) and Annual Budget that includes
$962,347 for the Trip Reduction Program for FY 2021. We are forwarding an amendment
for your consideration to provide this funding to your agency.
Attachment One contains a new Appendix A-1 for the FY 2020-2021 Work Program
element and a new Appendix A-2 for a revised scope of services, schedule, and budget
for work to be conducted by Maricopa County. We have included the revised scope of
services that you sent to us on September 14, 2020.
To expedite the amendment process, the work element from the UPWP is used to revise
the scope of services, schedule and budget for the program. Please sign and return to
the MAG office both copies of Attachment Two containing Amendment 1 to
Agreement 1024. A fully executed amendment will be transmitted to your office.
If you have any questions, please contact Dean Giles at (602) 452-5013.
Sincerely,
Eric J. Anderson
Executive Director
Enclosures
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2
Attachment One
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2
Appendix A-1
FY 2020-2021 Unified Planning Work Program
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2
302 North 1st Avenue, Suite 300, Phoenix, Arizona 85003
FY 2020-2021 Unified Planning
Work Program & Annual Budget
May 2019
SAFE &
SMART TRAVEL
IMPROVE QUALITY
OF LIFE
ECONOMY &
GROWTH
ENVIRONMENT &
SUSTAINABILITY
EFFICIENT &
EFFECTIVE MAG
OPERATIONS
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2
Support the implementation of the Maricopa County Trip Reduction Program. The Maricopa County Air Quality Department administers the Trip Reduction Program to reduce single
occupancy vehicle use by all major employers, and schools with 50 or more employees or students, based on the Trip Reduction Ordinance. The Trip Reduction Program is a
transportation control measure in several MAG air quality plans.
Increase by two percent the number of alternative Vehicle Miles Traveled by Trip Reduction Program participants from the level achieved in FY 2018.
FY 2019 Results:
•
Based on the results of Survey Analyses through the first two months of FY 2019, alternative Vehicle Miles Traveled by TRP commuters increased by 108 percent for "All" site types when
compared to the same period of FY 2018.
Increase by two percent the “tons of pollution saved” for those commuters using an alternative mode of travel to get to their workplace from the level achieved in FY 2018.
FY 2019 Results:
•
Based on the results of Survey Analyses through the first two months of FY 2019, "tons of pollution saved" for "All" site types by TRP commuters using an alternative mode of travel increased
100 percent when compared to the same period of FY 2018.
Increase by 36 percent the annual commuter use of alternative modes one or more days per week from the level achieved in FY 2018 based on the TRP survey.
FY 2019 Results:
•
Based on the results of Survey Analyses through the first two months of FY 2019, commuter use of alternative modes for one or more days per week increased from 34.57 percent to 37.66
percent when compared to the same period of FY 2018.
Increase by five the annual number of employers who subsidized the bus/light rail for employee commuter programs from the number achieved in FY 2018.
FY 2019 Results:
•
The number of employer plans approved by the TRP Task Force during the first two months of FY 2019 that included a bus subsidy (new or ongoing) increased from 399 to 530 when
compared to the same period of FY 2018.
Increase by two the annual number of subsidized vanpools for employee commuter programs from the number achieved in FY 2018.
FY 2019 Results:
•
The number of employer plans approved by the TRP Task Force during the first two months of FY 2019 that included subsidized vanpools (new or ongoing) increased from 59 to 71 when
compared to the same period of FY 2018.
FOLLOW UP ON FY 2019 OUTCOME MEASURES*
* IN THE FY 2019 UNIFIED PLANNING WORK PROGRAM & ANNUAL BUDGET, MAG'S CORE AREAS HAD NOT YET BEEN INTRODUCED. GOING FORWARD, ALL OBJECTIVES, OUTCOME MEASURES,
AND RESULTS WILL BE LINKED TO THE IDENTIFIED CORE AREAS.
100: Environment Division: Environment & Sustainability Projects
TRIP REDUCTION PROGRAM
Project #: 0500-0110
88
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2
Increase by five the annual number of employers that start telecommuting programs from the number achieved in FY 2018.
FY 2019 Results:
•
The number of employer plans approved by the TRP Task Force during the first two months of FY 2019 that included a telecommuting program (new or ongoing) increased from 373 to 484
when compared to the same period of FY 2018.
Increase by five the annual number of employers that start compressed work week programs from the number achieved in FY 2018.
FY 2019 Results:
•
The number of employer plans approved by the TRP Task Force during the first two months of FY 2019 that included a compressed work week program (new or ongoing) increased from
488 to 691 when compared to the same period of FY 2018.
Increase by three percent the annual number of TRP employees and driving-age students and an increase of ten in the number of TRP employers utilizing the electronic e-survey version of the
annual TRP survey from the level achieved in FY 2018.
FY 2019 Results:
•
Through the first two months of FY 2019, the number of TRP employees and driving-age students using the e-survey version increased by 11.6 percent, and the number of TRP employers
utilizing the e-survey version of the annual TRP survey increased from 117 to 128, when compared to the same period of FY 2018.
FOLLOW UP ON FY 2019 OUTCOME MEASURES*
* IN THE FY 2019 UNIFIED PLANNING WORK PROGRAM & ANNUAL BUDGET, MAG'S CORE AREAS HAD NOT YET BEEN INTRODUCED. GOING FORWARD, ALL OBJECTIVES, OUTCOME MEASURES,
AND RESULTS WILL BE LINKED TO THE IDENTIFIED CORE AREAS.
100: Environment Division: Environment & Sustainability Projects
TRIP REDUCTION PROGRAM
Project #: 0500-0110
89
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2
OBJECTIVE: Provide employers with training, technical assistance, and promotion of alternative transportation modes and strategies to reduce single occupancy vehicle travel
and achieve Trip Reduction Program goals.
CORE AREA
AREA
FY 2020 & 2021 OUTCOME MEASURES
MEASURE(S)
ENVIRONMENT
&
SUSTAINABILITY
•
Increase by two percent the number of alternative Vehicle Miles Traveled by Trip Reduction Program participants from the level achieved in FY 2019.
•
Increase by two percent the "tons of pollution saved" for those commuters using an alternative mode of travel to get to their workplace from the level achieved
in FY 2019.
•
Increase by 36 percent the annual commuter use of alternative modes one or more days per week from the level achieved in FY 2019 based on the TRP survey.
•
Increase by five the annual number of employers who subsidize the bus/light rail for employee commuter programs from the number achieved in FY 2019.
•
Increase by two the annual number of subsidized vanpools for employee commuter programs from the number achieved in FY 2019.
•
Increase by five the annual number of employers who subsidize a carpool for employee commuter programs from the number achieved in FY 2019.
•
Increase by five the annual number of employers that start telecommuting programs from the number achieved in FY 2019.
•
Increase by five the annual number of employers that start compressed work week programs from the number achieved in FY 2019.
FY 2020-21 OBJECTIVES & RELATED MEASURES BY CORE AREA
100: Environment Division: Environment & Sustainability Projects
TRIP REDUCTION PROGRAM: 0500-0110
90
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2
ENVIRONMENT DIVISION FY 2021 PROJECT ALLOCATIONS - FUNDING SOURCES
Environmental Revenue Summary
Project
FY 2021 Revenue
Non-Fed
Number
By Activity
Match ($)
Federal ($)
Sales Tax ($)
Member ($)
Total ($)
0100-0110
Regional Solid Waste Planning
44,361
44,361
0100-0210
Regional Water Quality Planning
6,500
45,767
52,267
0100-0310
Air Quality Planning and Monitoring
42,636
705,357
705,357
0100-0330
Ozone Planning
25,639
424,174
424,174
0100-0340
Particulate Matter Planning
17,251
285,404
285,404
0100-0350
Conformity Analysis
7,684
127,105
127,105
0100-0410
Air Quality Modeling and Analysis
126,992
1,428,832
1,428,832
0500-0110
Trip Reduction Program
979,918
979,918
0500-0120
Travel Reduction Program
148,149
148,149
0500-0150
Regional Rideshare and Telework Program
619,280
619,280
$
220,202
$ 4,724,719
-
$
$
90,128
$
4,814,847
Non-Fed
Match ($)
Federal ($)
Sales Tax ($)
Member ($)
Total ($)
53,581
214,325
214,325
2021 STP FHWA Planning Funds
86,930
1,438,152
1,438,152
2021 PL FHWA Planning Funds
79,691
1,318,395
1,318,395
2021 CMAQ Match FHWA Planning Funds
-
-
-
CMAQ Match Carry Forward FHWA Planning Funds
-
-
-
2021 CMAQ No-Match FHWA Planning Funds
1,324,511
1,324,511
CMAQ No-Match Carry Forward FHWA Planning Funds
422,836
422,836
Sales Tax Carry Forward
-
2021 Member Dues
32,550
32,550
2021 ADEQ Qater Quality
6,500
6,500
2021 Solid Waste Assessment
11,811
11,811
2021 Water Quality Assessment
45,767
45,767
$
220,202
$ 4,724,719
-
$
$
90,128
$
4,814,847
Total Environmental Projects
Total Environmental Projects
FY 2021 Revenue
By Funding Source
2021 SPR FHWA Planning Funds
Environmental Consultants
Project
Number
FY 2021 New Consultants
By Activity
Federal ($)
Sales Tax ($)
Member ($)
Total ($)
0100-0310
100,000
100,000
Total Environmental Projects
100,000
$
-
$
100,000
$
Project
Number
FY 2021 Carry Forward Consultants
By Activity
Federal ($)
Sales Tax ($)
Member ($)
Total ($)
0100-0310
2020 Air Quality Technical Assistance On-Call
70,000
70,000
Total Environmental Projects
70,000
$
-
$
70,000
$
Project
Number
FY 2021 New Pass-Through
Agreements by Activity
Federal ($)
Sales Tax ($)
Member ($)
Total ($)
0500-0110
721,761
721,761
0500-0120
101,250
101,250
0500-0150
445,500
445,500
Total Environmental Projects
$ 1,268,511
-
$
1,268,511
$
Project
Number
FY 2021 Carry Forward Pass-Through
Agreements by Activity
Federal ($)
Sales Tax ($)
Member ($)
Total ($)
0500-0110
2020 Trip Reduction Program
240,586
240,586
0500-0120
2020 Travel Reduction Program
33,750
33,750
0500-0150
2020 Regional Rideshare and Telework Program
148,500
148,500
Total Environmental Projects
422,836
$
-
$
422,836
$
Project
FY 2021 Total Pass-Through Agreements
Number
Federal ($)
Sales Tax ($)
Member ($)
Total ($)
0500-0110
2021 Trip Reduction Program
962,347
962,347
0500-0120
2021 Travel Reduction Program
135,000
135,000
0500-0150
2021 Regional Rideshare and Telework Program
594,000
594,000
Total Environmental Projects
$ 1,691,347
-
$
1,691,347
$
2021 Air Quality Technical Assistance On-Call
2021 Trip Reduction Program
2021 Travel Reduction Program
2021 Regional Rideshare and Telework Program
98
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2
Appendix A-2
FY 2021 Scope of Services
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2
Travel Reduction and Outreach Division
Phone: 602.506.6010
Email: AQMail@mail.maricopa.gov
Maricopa.gov/AQ
CleanAirMakeMore.com
SCOPE OF SERVICES
TRIP REDUCTION PROGRAM
October 1, 2020 – September 30, 2021
Task 1: Trip Reduction Program
Maricopa County staff will:
Administer the Travel (Trip) Reduction Program (TRP) to major employers within Maricopa County
who have 50 or more employees.
Issue approximately 825,000 surveys to employers taking part in the TRP during the fiscal year.
Process and analyze TRP surveys for participating employers.
Provide summary analyses to employers participating in the TRP regarding their employee
commuting habits based on the employee survey results and assist employers in formulating annual
plans that will reduce single occupancy vehicle (SOV) trips and single occupancy vehicle miles
traveled (SOVMT).
Research and identify new major employers that are legally required to take part in the TRP.
Submit completed trip reduction plans to the Maricopa County Travel Reduction Program Regional
Task Force for approval.
Review and monitor employer trip reduction plans, conduct program audits, and provide technical
and program assistance.
Task 2: Trip Reduction Program Training and Assistance
Maricopa County staff will negotiate a sub-award agreement with the Regional Public
Transportation Authority (RPTA)/Valley Metro Commute Solutions for assistance with training,
technical assistance, and promotion of the TRP, including promotion of alternative transportation
modes and strategies.
RPTA Commute Solutions staff will:
Provide technical assistance to TRP employers in achieving the prescribed reductions in SOV trips
and SOVMT through one-on-one assistance, promotion, and informational and educational
materials.
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2
Maricopa County Travel Reduction Program
FY21 Scope of Services
Page 2 of 3
Provide general training to TRP employers’ transportation coordinators (TCs) on the requirements
of the law including the survey process, trip reduction plans, and associated documentation; types of
alternative modes; and trip reduction strategies. Design and provide additional training to address
changes and updates to the Ordinance.
Form and facilitate TC monthly webinars.
Conduct a year-round campaign for Valley employees that encourages weekly use of trip reduction
solutions undertaken by RPTA and designed to meet the outcomes of the scope of work, which may
include print materials, paid advertising, public relations, and events.
Design and implement additional enhancements for the new ShareTheRide.com TDM platform to
support TC’s trip reduction plan tracking and record keeping. Continue promotion of online
contests that encourage commuters to register with the new online matching system. Implement up
to three employer challenge contests per year.
Activities covered under the sub-award will include: online and in-person training, support and
technical assistance, e-newsletters and webinars, development of promotional materials, and
production and distribution of kits that encourage the use of alternative modes for employers up to
four times per year. Brochures, informational, and promotional materials and items to promote trip
reduction strategies will be developed pursuant to MAG Considerations Guidelines for Promotional Items
(Attachment B).
In response to the COVID-19 pandemic, explore feasibility of establishing Transportation
Management Association (TMA)-style of TC groups to collaborate and share best practices in
TDM/returning to work strategies, addressing trip reduction plan challenges, and location
transitions throughout Maricopa County.
Reporting
Maricopa County staff will:
Send monthly progress reports and invoices to MAG in the prescribed format and document work
performed in each task.
Deliver quarterly reports regarding achievement of Outcome Measures to MAG 45 days following
the end of the quarter (e.g., first quarterly report for the period October 1 – December 31, 2020 is
due February 15, 2021). At a minimum, the quarterly report will include documentation regarding
the following:
• Accomplishments
• Methods used to achieve outcome measures
• Status of achieving outcome measures
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2
Maricopa County Travel Reduction Program
FY21 Scope of Services
Page 3 of 3
• Methodology used to quantify measures
• Comparison of status in achieving the outcome measures for FY2021 versus FY2020
Deliver a draft TRP annual report by November 3, 2021 for the period October 1, 2020 –
September 30, 2021. In general, the annual report will be a compilation of the quarterly reports. In
addition, the following items will be addressed:
• Methodology used to quantify outcome measures and status of achieving outcome
measures. A comparison will be provided regarding the status of achieving the
outcome measures for FY2021 versus FY2020.
• Estimated program effectiveness including dollars per trip reduced.
• Comparison with similar programs being implemented in other urban areas.
• Impacts of program on characteristics of peak commute travel in Maricopa County.
Deliver the final TRP annual report by November 30, 2021.
Section II of the Agreement, Project Costs and Billing Procedures, indicates that “all costs incurred
in preparing invoices and progress reports shall be included in the general and administrative
expenses or the overhead.”
Schedule
• TRP implementation – ongoing
• Negotiate sub-award agreement with the Regional Public Transportation Authority -
October – December 2020
• Submit quarterly progress reports – 45 days following close of quarter (1st quarter
October 1 through December 31, 2020)
• Program annual report – draft – November 3, 2021
• Program annual report – final - November 30, 2021
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2
TASK 1 CONTRACTOR - MCAQD/TRP
Hours by Personnel & Task
Period: October 1, 2020 - September 30, 2021
Raw Direct
Task 1
Labor
Trip Reduction
Total
Total
Personnel
Hourly Rate
Program
Hours
Cost
Appelo,Regan C
26.99
440.19
440.19
$11,880.73
Fowler,Joel E
18.45
880.37
880.37
$16,242.83
Haddad Vaughan Jennings,Soraya
19.80
880.37
880.37
$17,431.33
Jannett,Ernest J
25.22
880.37
880.37
$22,202.93
Martinez,Sylvia Arredondo
22.75
880.37
880.37
$20,028.42
Moeller,Gregory A
23.94
880.37
880.37
$21,076.06
Richey,Lisa A
20.81
880.37
880.37
$18,320.50
Starr,Sheila J
22.75
880.37
880.37
$20,028.42
Wesoloskie,Tina M
40.35
440.19
440.19
$17,761.67
Weston-Smith,Kristen M
35.35
880.37
880.37
$31,121.08
Wohlbrandt,Morgan B
19.00
880.37
880.37
$16,727.03
[Vacant]
14.83
440.19
440.19
$6,528.02
[Vacant]
33.35
659.45
659.45
$21,992.66
Total Productive Hours
9,903.35
9,903.35
$241,341.68
Total Hourly Cost
$241,341.68
$241,341.68
Fringe Benefit
79.40%
$191,625.29
$191,625.29
Total Labor with Fringe
$432,966.97
$432,966.97
TASK 1 REIMBURSABLE EXPENSES (MCAQD/TRP)
Expenses by Task
Total
Description
Task 1
Cost
Supplies
$5,000.00
$5,000.00
Non-Capital Equipment (Computer/Printer Equipment)
$0.00
$0.00
Services (Rent, Equip Leases, Printing, Shipping, Purchases, Mileage, R&M, Other)
$62,691.11
$62,691.11
Total Reimbursable Expenses
$67,691.11
$67,691.11
TASK 2 SUBCONTRACTOR (RPTA/Valley Metro -QL22 Commute Solutions)
Hours by Personnel & Task
Raw Direct
Task 2
Labor
Training &
Total
Total
Personnel
Hourly Rate
Assistance
Hours
Cost
Williams
Abby
$48.08
540.20
540.20
$25,972.82
Day
Suzanne
$34.48
540.20
540.20
$18,626.10
Duarte
Lillian
$37.93
540.20
540.20
$20,489.79
Lakin
Trish
$27.33
720.26
720.26
$19,684.71
Reid
Jeff
$24.84
540.20
540.20
$13,418.57
Fettig
Annette
$28.85
900.33
900.33
$25,974.52
Subtotal
$124,166.51
Total Productive Hours
3,781.39
3,781.39
Total Hourly Subcontractors Cost
$124,166.51
$124,166.51
Fringe
61.67%
$76,573.49
$76,573.49
Overhead
70.00%
$86,916.56
$86,916.56
Reimbursable Expense (Postage)
$4,000.00
$4,000.00
Reimbursable Expense (Printing)
$12,543.44
$12,543.44
Reimbursable Expense (Promotional)
$4,000.00
$4,000.00
Reimbursable Expense (Meetings/Mileage/Translations/Mail)
$2,800.00
$2,800.00
Reimbursable Expense (Subcontractor - Advertising/Marketing)
$10,000.00
$10,000.00
Reimbursable Expense (Subcontractor – Other)
$35,000.00
$35,000.00
Total Subcontractor Cost
$356,000.00
$356,000.00
GRAND TOTAL
Total Costs by Task
Total
Description
Task 1
Task 2
Cost
Total Labor with Fringe
$432,966.97
-
$432,966.97
Reimbursable Expenses
$67,691.11
-
$67,691.11
Overhead
21.11%
$105,688.92
-
$105,688.92
Subcontractors
-
$356,000.00
$356,000.00
GRAND TOTAL
$606,347.00
$356,000.00
$962,347.00
MAG Contract 1024 Amendment 1
Travel Reduction Program
FY2021 TRP Budget (TRMAG FFY21)
Costs and Hours By Task
Maricopa County Air Quality Department
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2
MAG Considerations/Guidelines for Promotional Items
Should be appropriate to target audience.
Should have call to action - Web site/phone number at minimum.
Should advance the mission.
According to the Cost Principles for State, Local, and Indian Tribal Governments
(2 CFR Part 225, formerly known as OMB Circular A-87), unallowable advertising and
public relations costs include costs of advertising and public relations designed solely to
promote the governmental unit.
Cost considerations – Is the cost appropriate and effective for the number of
impressions/influence achieved? Would an alternate advertising strategy reach more
people for the same or a lesser amount of funding?
Should be items that are business related and could be used in the office, where
feasible.
Should be recyclable or made from recycled or renewable materials, where feasible.
Agencies should exercise good judgment and be sensitive to the appearance and
perception of the item.
Attachment B
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Attachment Two
MAG Agreement No. 1024, Amendment #1
FY 2020-2021 Unified Planning Work Program
The Agreement entered into by and between the Maricopa Association of Governments
and Maricopa County, effective October 1, 2019, states that the scope of work to be
accomplished by the parties pursuant to the agreement will be set forth annually by
MAG in the Unified Planning Work Program and that the element from the Work
Program will be conducted by Maricopa County and the basis for payment shall be
provided to Maricopa County by MAG.
As required by the Agreement, attached is the funding for the elements to be
conducted by Maricopa County from the FY 2020-2021 Unified Planning Work Program
(July 1, 2020 – June 30, 2021). The new Appendix A-1 and Appendix A-2 supersedes the
previous Appendix A-1 and Appendix A-2 to MAG Agreement No. 1024.
ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED.
MARICOPA COUNTY
MARICOPA ASSOCIATION OF
GOVERNMENTS
SIGNATURE
SIGNATURE
Clint Hickman
Eric J. Anderson
NAME PRINTED
NAME PRINTED
Chairman, Maricopa County Board of
Supervisors
Executive Director
TITLE
TITLE
DATE
DATE
ATTEST:
APPROVED AS TO FORM:
CLERK OF THE BOARD
DEPUTY COUNTY ATTORNEY
DocuSign Envelope ID: 5F01A79C-B39B-4EC6-AA44-BB24C11010C2