203 North LaSalle Street, Suite 2100 Chicago, IL 60601 (312) 558-1345 Fax: (312) 346-9603 E-Mail: cquandel@quandelconsultants.com www.quandel.com Scope of Services January 26, 2010 Project Development and Conceptual Engineering for City of Lake Forest Amtrak Station Purpose The purpose of this study is to undertake project development and conceptual engineering for a proposed intermodal station located at the existing Lake Forest station served by Amtrak. Currently, the Amtrak Hiawatha service operates seven (7) round trips between Chicago and Milwaukee without stopping at the Lake Forest Station located at Everett Rd. and Waukegan Rd, and currently is used as a stop on Metra s Milwaukee District North (MD-N) line. This study analyzes the impact of the new Amtrak stop on existing Metra MD-N rail traffic, and performs conceptual engineering for rail infrastructure, the Lake Forest station, and the surrounding area. Conceptual engineering design develops improvements to a 5% completion level. The proposed Amtrak Hiawatha service at Lake Forest is analyzed in this project considering two service alternatives. These alternatives are: 1) all seven Amtrak Hiawatha trains stopping at the Lake Forest Station, and 2) four of seven Amtrak Hiawatha trains stopping at the Lake Forest Station. Since Phase 1 of the Midwest Regional Rail Initiative increases the Amtrak Hiawatha service to ten (10) round trips, a third alternative, at the City s option, will be analyzed with ten trains stopping at the Lake Forest Station. Task 1 - Project Management The purpose of this task is to coordinate between parties that have an interest in establishing Amtrak Hiawatha service to the Lake Forest Station. As part of this task, the Consultant shall: Organize and attend meetings with the City of Lake Forest to refine study goals and understanding, review progress, and receive input Organize and attend meetings with Amtrak, Metra, IDOT, or other agencies to coordinate efforts with other projects that could impact the development of a Lake Forest Amtrak stop Prepare a Project Management Plan The Consultant shall schedule and attend up to four meetings with the City or other agencies, and will provide meeting agendas and records for all meetings. Task 1 Deliverables Meeting Agendas and Meeting Minutes Project Management Plan Task 2 - Rail Operations Analysis The purpose of this task is to use stringline analysis to assess the impact that a new Lake Forest Amtrak stop would have on existing rail traffic. A stringline diagram is a plot of the rail traffic in a corridor on a time-space diagram, and shows where scheduled trains are located in the corridor at a particular point in time. In order to investigate conflicts that the new Amtrak stop may impose on existing Metra schedules, the Consultant shall perform a stringline analysis using the baseline scenario and the proposed service alternatives. The third service alternative will also be analyzed at the City s option. The Consultant will collect existing Amtrak schedules, Metra schedules, and Canadian Pacific freight movements in the MD-N A Quandel Enterprises Company Additional Office Locations in Harrisburg, Minersville, Scranton & Reading, PA Columbus & Cincinnati, OH 90
Page 2 and Chicago-Milwaukee Corridor. The Consultant will develop stringline diagrams that present the impacts of the service alternatives. Conflicts shall be analyzed and possible Amtrak schedule changes will be developed to accommodate the new stop. The Consultant will develop new stringline diagrams that show the recommended schedule changes. The Consultant will identify conceptual engineering improvements along track rights-of-way in the Chicago-Milwaukee corridor that mitigate any adverse impacts the new stop may have, or that may be required to accommodate the recommended schedule change. Stringline diagrams and analysis, and a description of the improvements and estimated capital costs will be included in a technical report. The locations of improvements will be shown on track schematic diagrams. Task 2 Deliverables Technical Report Rail Operations Analysis Task 3 - Ridership Forecasts The Consultant shall prepare ridership forecasts for the City using AECOM as a subconsultant. AECOM s scope agreement with the Consultant is included as Appendix A. Task 4 Lake Forest Station Conceptual Engineering The results of the Rail Operations Analysis and the Ridership Forecasts in Tasks 2 and 3 shall identify the need for improvements to the station and the surrounding area. Additional changes are also needed to increase commuter safety in the area surrounding the station. These improvements and upgrades are analyzed in Task 4 as part of conceptual engineering. 4.1 Traffic and Parking Analysis The results of the ridership model will show changes in the number of commuters and vehicles accessing the station, station parking lots, and surrounding streets. The Consultant shall perform an analysis of the impact of new commuters at the station and surrounding roadway network for each of the alternatives. Everett Rd, Telegraph Rd, Waukegan Rd, existing parking lots, and existing Pace bus facilities shall be assessed for the ability to accommodate increases in traffic and provide efficient and safe vehicle and pedestrian movement. The City will provide existing vehicle and traffic data around the station, including ADT s and parking lot usage data. The Consultant shall also identify the need for further studies, such as arterial or parking capacity analysis, intersection studies, or signal warrants. 4.2 Station Analysis The Consultant will evaluate the ability of the existing station (depot) and the station platform to accommodate new ridership, and meet Amtrak design standards for criteria such as platform dimensions, ticketing, waiting areas, or system communications. Details of this analysis will be discussed in a technical report. 4.3 Analysis of Safety Improvements The Consultant shall identify opportunities to increase the safety of vehicles and pedestrians at the area surrounding the station. Potential opportunities may include grade separation of the Metra track from pedestrian or vehicle crossings, pedestrian overpasses, fencing, or other improvements. The Consultant shall investigate best practices, previous studies, and federal guidelines for improving safety at commuter rail stations. These improvements shall be detailed in a technical report and shown on concept engineering drawings. 4.4 Conceptual Plans and Cost Estimates 91
Page 3 Based on the analysis done in Tasks 4.1, 4.2, and 4.3, the Consultant shall prepare conceptual engineering plans for the station and surrounding area. Plans will identify potential rights-of-way acquisition, station area expansion needs, additional capacity needs along Waukegan Rd, Telegraph Rd, and Everett Rd, and potential safety improvements. The City of Lake Forest will provide the Consultant with land parcel data in CADD format (.dgn or.dwg), and base mapping or aerial photography to be used for developing the concept plans. The Consultant will produce plans at a 50 :1 scale. The Consultant shall develop concept level capital cost estimates associated with the conceptual engineering improvements. 4.5 Technical Report Lake Forest Amtrak Station Concept Report The Consultant shall prepare a technical report that includes the operations analysis, results of the ridership forecasts, conceptual engineering improvement plans, and a concept capital cost estimate. The report will summarize the findings of the study, and recommend the next steps needed for the development of the Lake Forest Station needed for the Amtrak Hiawatha service. Task 4 Deliverables Technical Report Lake Forest Amtrak Station Conceptual Report 92
APPENDIX A AECOM SCOPE OF WORK Task 3 - Lake Forest Station Ridership Forecasting Scope of Work AECOM will prepare intercity passenger rail ridership forecasts for proposed service alternatives that add a stop at Lake Forest, IL on the Hiawatha (Chicago-Milwaukee) route. A maximum of 3 such alternatives will be addressed in addition to baseline (no intercity service at Lake Forest) service. The alternatives will include: Four Hiawatha trains stopping at Lake Forest (and 3 not stopping) All seven existing Hiawatha trains stopping at Lake Forest With future Phase 1 MWRRI development, all 10 trains stopping at Lake Forest The third alternative would be addressed as an optional task and would also require the analysis of a future baseline 10 train scenario not serving Lake Forest, for comparison. These optional analyses would also consider improved highway access to/from I-94 and the impact of improved MWRRI service to additional markets beyond the Chicago- Milwaukee segment that offered by Phase 1 MWRRI development (e.g., direct service extensions to Madison and other points beyond Milwaukee as well connections in Chicago to improved services to/from St. Louis and Detroit). AECOM will use the travel demand model approach it has developed and applied to many states and Amtrak. Using currently available sources, three sets of data inputs will be assembled, including: Travel market data (from MWRRI, state, and local sources as may be available) Socio-economic data and forecasts (official population, employment, etc. by area from local, state, and national sources, as needed) Service characteristics by mode (highway network data, published timetables, cost and fare data, etc.) Once all the new inputs and data have been assembled and loaded into the model, AECOM will first validate the model against existing baseline conditions. AECOM will then apply the model to each of the proposed alternatives and produce ridership forecasts. Schedule AECOM proposes the following schedule for completing the above: Assemble data and validate model to Baseline conditions o within 4-6 weeks of notice to proceed Prepare draft forecasts for all Baseline and Proposed alternatives o within 7-9 weeks of notice to proceed 93
Prepare final forecasts and documentation o within 9-11 weeks of notice to proceed 94
Lake Forest Proposal 1/26/2010 Base Proposal Project 906 Principal Proj Mgr Op. Eng Sr Eng Proj Eng Clerical Total Expenses Task Description $ 120 $ 100 $ 100 $ 43 $ 35 $ 20 1 Project Management 1.1 Meeting with Lake Forest (6) 48 24 1.2 Meetings with CP (1) 0 0 1.3 Meeting with Amtrak, Metra (2) 0 0 1.4 Preparation of PMP 2 8 4 1.5 Quality control 2 Subtotal Hours Task 1 PM 2 50 0 0 32 4 88 Subtotal Labor Task 1 PM $ 240 $ 5,000 $ - $ - $ 1,120 $ 80 $ 6,440 2 Rail Operations Analysis 2.1 Prepare Stringlines 4 8 20 2.2 Modify to depict add stops 4 8 20 2.3 Analyze impacts and mitigate 4 8 20 2.4 Review Results w/stakeholders 24 16 2.5 Prepare Report 4 8 2 2.6 Quality Control 2 Subtotal Hours Task 2 2 40 24 0 84 2 152 Subtotal Labor Task 2 $ 240 $ 4,000 $ 2,400 $ - $ 2,940 $ 40 $ 9,620 3 Ridership Forecasts $ 35,000 4 Conceptual Engineering 4.1 Traffic and Parking Analysis 6 8 72 4.2 Station Analysis 4 0 14 40 4.3 Analysis of Safety Improvement 8 6 32 4.4 Conceptual Plans/Cost Estimates 4 6 8 84 4.5 Technical Report 4 16 40 0 8 Subtotal Hours Task 4 4 38 6 76 228 8 360 Subtotal Labor Task 4 $ 480 $ 3,800 $ 600 $ 3,268 $ 7,980 $ 160 $ 16,288 Total Labor $ 32,348.00 Overhead @ 115% $ 37,200.20 Labor and Overhead $ 69,548.20 Fee@ 15% $ 10,432.23 Labor, Overhead, and Fee $ 79,980.43 Sub consultant $ 35,000.00 Expenses $ 1,068.40 Total Contract Base Amount $ 116,048.83 Expenses Unit Unit Cost Total Mileage 300 $ 0.50 $ 150.00 B/W copies 500 $ 0.14 $ 70.00 Color Copies 500 $ 1.55 $ 775.00 B/W Plots 50 $ 0.58 $ 29.00 Postage 10 $ 0.44 $ 4.40 Overnight 2 $ 20.00 $ 40.00 Total Expenses $ 1,068.40 95
Lake Forest Proposal 1/26/2010 Alternative for 10 trains - addition to Base Contract Project 906 Principal Proj Mgr Op. Eng Sr Eng Proj Eng Clerical Total Expenses Task Description $ 120 $ 100 $ 100 $ 43 $ 35 $ 20 1 Project Management 1.1 Meeting with Lake Forest (6) 1.2 Meetings with CP (1) 1.3 Meeting with Amtrak, Metra (2) 1.4 Preparation of PMP 1.5 Quality control Subtotal Hours Task 1 PM 0 0 0 0 0 0 0 Subtotal Labor Task 1 PM $ - $ - $ - $ - $ - $ - $ - 2 Rail Operations Analysis 2.1 Prepare Stringlines 2 4 10 2.2 Modify to depict add stops 2 4 10 2.3 Analyze impacts and mitigate 2 4 10 2.4 Review Results w/stakeholders 8 8 2.5 Prepare Report 2 2 1 2.6 Quality Control 1 Subtotal Hours Task 2 1 16 12 0 40 1 70 Subtotal Labor Task 2 $ 120 $ 1,600 $ 1,200 $ - $ 1,400 $ 20 $ 4,340 3 Ridership Forecasts $ 15,000 4 Conceptual Engineering 4.1 Traffic and Parking Analysis 4.2 Station Analysis 4.3 Analysis of Safety Improvement 4.4 Conceptual Plans/Cost Estimates 4.5 Technical Report Subtotal Hours Task 4 0 0 0 0 0 0 0 Subtotal Labor Task 4 $ - $ - $ - $ - $ - $ - $ - Total Labor $ 4,340.00 Overhead @ 115% $ 4,991.00 Labor and Overhead $ 9,331.00 Fee@ 15% $ 1,399.65 Labor, Overhead, and Fee $ 10,730.65 Sub consultant $ 15,000.00 Expenses $ 198.58 Total Alternative 1 Add $ 25,929.23 Expenses Unit Unit Cost Total Mileage 0 $ 0.50 $ - B/W copies 100 $ 0.14 $ 14.00 Color Copies 100 $ 1.55 $ 155.00 B/W Plots 15 $ 0.58 $ 8.70 Postage 2 $ 0.44 $ 0.88 Overnight 1 $ 20.00 $ 20.00 Total Expenses $ 198.58 96
161 North LaSalle Street, Suite 2060 Chicago, IL 60601 (312) 634-6201 Fax: (312) E-Mail: cquandel@quandelconsultants.com www.quandel.com October 20, 2011 Mr. Robert R. Kiely City Manager The City of Lake Forest 220 East Deerpath Lake Forest, Illinois 60045 Re: Project Development and Conceptual Engineering City of Lake Forest Amtrak Hiawatha Service Dear Mr. Kiely: The intent of this letter is to set forth recommendations associated the project development and conceptual engineering for the City of Lake Forest proposed Amtrak Hiawatha Service. Quandel Consultants, LLC has completed Phase 1 in accordance with your letter dated March 18, 2010 announcing the award for a Professional Services Agreement with our firm for Project Development and Conceptual Engineering associated with a potential Amtrak Hiawatha service stop in Lake Forest in an amount not to exceed $116,048.83. Your letter provided authorization to undertake project management and ridership studies for a cost not to exceed $40,662.00. The Phase 1 project management activities included oversight of AECOM s services associated with the ridership forecast and professional services to coordinate tasks and attend meetings with Amtrak, Metra, and IDOT associated with the pedestrian grade separation required by Amtrak as a prerequisite for a stop in Lake Forest. Phase 2 included project management and rail operations analysis employing stringline diagrams to evaluate service alternatives. The original Phase 2 budget was $29,447.00. Based on recent progress including the planned implementation of the pedestrian underpass and developments with Metra and Amtrak, we propose to modify the Phase 2 program to implement four tasks as follows: 1. Data collection to understand Amtrak and Metra operations and opportunities for modification, employing stringlines or recent capacity analysis data; 2. Analysis of operation data to identify possible changes; 3. Discussions among stakeholders to explore opportunities for change; and 4. Development of agreements for schedule and operation changes. We recommend that the City of Lake Forest proceed immediately with the Phase 2 scope at a revised cost not to exceed $40,000.00. A Quandel Enterprises Company Additional Office Locations in Harrisburg, Minersville, Scranton & Reading, PA Columbus & Cincinnati, OH 97
Page 2 of 2 Quandel Consultants, LLC 161 North LaSalle Street, Suite 2060 Chicago, IL 60601 (312) 634-6201 Fax: (312) E-Mail: cquandel@quandelconsultants.com www.quandel.com The original scope of Phase 3 included traffic and parking analysis, station analysis, and an analysis of safety improvements at the Lake Forest Station. As you are aware, Amtrak has stated emphatically that a prerequisite for a station stop in the City of Lake Forest is a pedestrian underpass. In order to expedite the engineering design and construction of this pedestrian underpass, we recommend that Phase 3 activities should be modified in order to provide engineering support services for the Pedestrian Underpass Program with the following tasks: 1. Assistance with engineering and construction agreements 2. Project Scope Preparation and RFQ Evaluation 3. Engineer selection 4. Stakeholder Coordination Meetings We further recommend that the City of Lake Forest proceed immediately with Phase 3 at a revised cost not to exceed of $23,500.00. The total upset limit of the cost not to exceed in the March 18, 2010 letter will be $104,162.00, a reduction of $11,886.00. Thank you for the opportunity to submit this information to you. If you have any questions or remarks concerning this proposal, please contact me at your convenience. Respectfully submitted, Quandel Consultants, LLC Charles H Quandel, P.E. A Quandel Enterprises Company Additional Office Locations in Harrisburg, Minersville, Scranton & Reading, PA Columbus & Cincinnati, OH 98