Loading...
4.3. SR 06-18-2001MEMORANDUM Item /4.3. TO: FROM: DATE: SUBJECT: Mayor and City Council Scott Harlicker, Senior Planne~ June 18, 2001 Northstar Corridor Update At the NCDA meeting held on June 7th, it was noted that as of June 1't MnDOT has assumed control of the Northstar Corridor project. The NCDA is still evaluating it's future role. It was the consensus of the members that they still wanted to provide input on the project and be informed as to how the project is proceeding and of any changes. The Authority was informed that the commuter rail project cost estimates have been increased by 30 million dollars from 230 million to 260 million. This increase is due to a 10 million dollar increase because of federal safety regulations a 20 million dollar increase in property acquisition costs. MnDOT is planning on starting construction this summer on the park and ride facility located at the proposed commuter rail station site. There will be no meeting in July. The next meeting of the NCDA will be in August. S:\PLAN NING~SCOTT~NCDA JUNE. DOC Northstar Corridor Development Authority Thursday, June 7, 2001 4:30 p.m. Sherburne County Government Center Elk River, MN Action Requested Minutes of May 3, 2001 Meeting* Executive Committee Report a. Report on 2000 Legislative Session b. Local Share of Capital Costs* c. Procurement Plan* Report on Completion of Preliminary Engineering Survey Findings of Residents Along the Northstar Commuter Rail Corridor* Transition Documents: Report on Status of Northstar Corridor Commuter Rail Project* Future Role of NCDA Other a. Next Meeting Date Approval Information Recommendation to Counties and County RRA's Information Information Information Approval Discussion * Documentation Attached Northstar Corridor Development Authority Regular Meeting Minutes May 3, 2001 Page 1 DRAFT DRAFT DRAFT DRAFT NORTHSTAR CORRIDOR DEVELOPMENT AUTHORITY Regular Meeting Minutes May 3, 2001 The Northstar Corridor Development Authority met in regular session on May 3, 2001, in the Board Room at the Sherburne County Government Center, Elk River, Minnesota. Present were: Betsy Wergin, Tim Yantos, Lynn George, Eugene Young, Jeff Schilling, Tim Houle, Ken Stevens, Paul Danielson, Elliott Perovich, Mike Schadauer, Jean Keely, Kate Garwood, Kirsti Marohn, Ann- Therese Schmid, Linda Jungwirth, Vic Oviatt, David Hampton, Luci Botzek, Jim Barton, Scott Harlicker, Robert Kirchner, Bob Johnson, Patrick Cairns, Woody Bissett, Duane Cekalla, John Ellenbecker, Lewis Stark, Duane Grandy, David Loch, Jeff Dehler, Mary Richardson, Ewald Petersen, Terry Nagorski, John Norgren, Gary Hammer, Ken Paulson, Steve Billings, Paul McCarron, Tom Gamec, Paul Ostrow, Renee Zeleny, Patrick Wussow 1. The meeting was called to order at 4:30 p.m. by Chairperson Betsy Wergin. New representatives Patrick Wussow, City of Big Lake, and Renee Zeleny, Watab Townhip, were introduced as new members to the Authority. o A motion was made by Patrick Cairns, seconded by Lewis Stark and carried unanimoasly to approve the agenda of Thursday, May 3, 2001, and the meeting minutes of April 5, 2001, as presented. Executive Committee Report: a) Paul McCarron provided an update on the congressional and legislative activities. o Jeff Dehler, Anoka County, reviewed the results of a short survey which was conducted by Decision Resources, Ltd. by telephone of 400 random selected households between April 26 - 28, 2001. Results of this short survey indicated that the majority (60%) would use the rail line. A larger, more detailed survey will be conducted in the near future. Jeff distributed a copy of the Northstar Corridor Commuter Rail News (Spring 2001) to all members along with a list of Legislators and urged all members and citizens to contact their respective Legislator now urging their support of the Northstar Corridor rail line. A demonstration was provided on the updated website (www.NorthstarTrain.org) which now includes information on station locations, rail schedule and costs, news updates and an opportunity to register and become involved in the project. 6. Executive Committee Report (Con't): b) A motion was made by Ewald Peterson, seconded by Duane Grandy and carried unanimously to approve the recommendation of the Executive Committee to approve Resolution #2001-05 authorizing the Chair or Vice-Chair of the Northstar Corridor Development Authority to execute agreements and other documents necessary to accomplish Page I Northstar Corridor Development Authority Regular Meeting Minutes May 3, 2001 Page 2 the assignment as of June 1, 2001 to tile Minnesota Department of Transportation of the NCDA professional services agreements with tile following contractors: URS/BRW - Preliminary Engineering URS/BRW - Phase II Technical Services Himle Homer Incorporated - Public Information c) A motion was made by Duane Grandy, seconded by Patrick Cairns and carried unanimously to approve the recommendation of the Executive Committee to approve Resolution #2001-06 authorizing termination of the Agreement for Coordination of Commuter Rail Activities, Mn/DOT Agreement # 80272-R, effective 60 days after written notice to Mn/DOT, and forward a copy of this Resolution to the Director of Mn/DOT Office of Passenger Rail, Mn/DOT's authorized agent to receive notices under tile Agreement. d) A motion was made by John Ellenbecker, seconded by Ewald Peterson and carried unanimously to approve the recommendation of the Executive Committee to approve Resolution #2001-07 authorizing the Northstar Corridor Development Authority to enter into Agreement No. 2 to Grant Agreement No. 78569 with the Minnesota Department of Transportation and authorize the Chair or Vice-Chair of the Northstar Corridor Development Authority to finalize negotiations and to execute the aforementioned Amendment. e) A motion was made by Paul McCarron, seconded by Lewis Stark and carried unanimously to approve the recommendation of the Executive Committee to approve the termination of the below listed contracts as of June 1, 2001, and authorize the Chair or Vice-Chair to sign the necessary documents: 1) 2) 3) 4) Ken Stevens Agreement, as amended Richardson, Richter & Associates Agreement, as amended David Loch Agreement, as amended Lindquist & Vennum Agreement, as amended A motion was made by John Ellenbecker, seconded by Duane Grandy, and carried unanimously to approve the recommendation of the Executive Committee to approve the execution of the following new Agreements for professional services and authorize the Chair and Vice-Chair to sign the necessary documents: 1) 2) 3) Ken Stevens, in the amount of $40,000 for the term June l, 2001 through December 31,2001 Richardson, Richter & Associates in the amount of $60,000 for the term June 1, 2001 through December 31, 2001 David Loch & Associates, in the amount of $20,000 for the term June 1, 2001 through December 31, 2001 g) A motion was made by Paul McCarron, seconded by Lewis Stark and carried unanimously to approve a new grant agreement with Mn/DOT to provide funding costs incurred in operations of the Commuter Rail Corridor Coordinating Committee (CRCCC) and the Northstar Corridor Development Authority (NCDA) for the period of June 1, 2001 through December 31,2002, in the amount of $250,000. Page 2 Northstar Corridor Development Authority Regular Meeting Minutes May 3,200 I Page 3 o I0. 11. 12. Discussion was held regarding the qualifications and experience of the individuals who have been assigned to the Northstar Corridor project by Mn/DOT. Duane Cekalla requested that Mn/DOT provide background information including the qualifications and experience of the Mn/DOT appointed team to the Authority. A request will be sent to Mn/DOT. Chairperson Betsy Wergin read aloud a letter received from Commissioner of Transportation Elwyn Tinklenberg requesting that a representative from Mn/DOT be appointed as an ex-officio member to the Executive Committee and Northstar Board of Directors. A motion was made by Paul McCarron, seconded by Duane Grandy and carried unanimously to appoint a Mn/DOT representative to the Northstar Executive Committee and the Board of Directors as a non-voting ex-officio member. NCDA members requested that Ann-Therese Schmid and Mike Schadauer express the Authority's desire and concern to Mn/DOT that communication lines with the Authority and Mn/DOT remain open and continual and that the Authority has input into decisions made by Mn/DOT. A motion was made by Steve Billings, seconded by John Norgren and carried unanimously to approve Resolution #2001-03 as recommended by the Executive Committee that the NCDA recommends to the Commissioner of the Minnesota Department of Transportation that the design of commuter rail stations provides for the multi-modal enhancements contemplated in the MIS; and, in particular, that underpasses at stations allow for use by bicyclers and pedestrians and not be restricted to commuters. Steve Billings requested that a copy of Resolution #2001-03 be sent with a cover letter to Congressman Oberstar. A motion was made by Paul Ostrow, seconded by John Ellenbecker and carried unanimously that the NCDA approve for distribution the Preliminary Engineering of the Northstar Commuter Rail Project and authorize its distribution to the cities for review and comment in accordance with the above schedule. ' Mike Schadauer, Mn/DOT, reviewed the proposed downtown Minneapolis connection to the Northstar Corridor from the Hiawatha Rail Line. No action taken. The Authority reviewed the schedule for completion of the EIS with the Record of Decision due September, 2001. The Final EIS will: a) b) Document resolution of outstanding issues, including the selection of the Preferred Alternative, and Include responses to substantive comments received during circulation of the Draft EIS. A motion was made by Ewald Peterson, seconded by Patrick Cairns and carried unanimously to approve Resolution #2001-04 recommending that the Final Environmental Impact Statement (Final EIS) include commuter rail as the locally preferred alternative, and that the FEIS document the preferred alternative, the preferred alternative decision-making process, the impacts and proposed mitigation measures of the preferred alternative and response to comments made on the Draft EIS. Page 3 Northstar Corridor Development Authority Regular Meeting Minutes May 3, 2001 Page 4 13. Tile next meeting is scheduled for June 7, 2001, at 4:30 p.m. at tile Sherbume County Government Center. 14. The Authority adjourned by unanimously consensus to adjourn the meeting at 6:20 p.m. Betsy Wergin Chairperson Date \\FS I\SYS I\DEPTXAdministrationk4dmndata\COMMITTE\CORRIDOR~001\Minutes\050301 NCDA draft.doc Page 4 Agenda Item #2b MEMORANDUM Date: To: From: Subject: June 1, 2001 NCDA Executive Committee/Capital Budget Committee Local Contributions to Capital Costs In August 1999, the NCDA members (Anoka County Regional Railroad Authority, Hennepin County Regional Railroad Authority, Sherburne County and Benton County) adopted resolutions committing each entity to a portion of the total local contribution of 10% of $180,000,000 or $18 million. These actions were taken prior to the development of the preliminary cost estimates for the Northstar feasibility study and major investment study. The purpose of these early actions was to demonstrate to the U.S. Congress and the State of Minnesota that the NCDA was strongly committed to the Northstar Corridor Commuter Rail Project. These resolutions are attached. In October 1999, the NCDA released a preliminary cost estimate as an element of the Major Investment Study. The total capital cost shown in the October, 1999 estimate was $196,270,000 (1999 Dollars) or $231,000,000 (2004 Dollars). The inflation rate used was 3.5% per year. The following chart shows the commitment of each county or county regional railroad authority. 2001 Project Revenue Options County/RRA Benton Sherburne % of Population 18M (1999) 8.10% $1,458,000.00 12.40% 2,232,000.00 HCRRA 14.50% 2,610,000.00 ACRRA 65.00% 11,700,000.00 100.00% $18,000,000.00 Northstar Corridor Develop~nent Authority 2100 3'" Avenue, Anoka, Minnesota 55303-2265 (763) 323-5700 Fax: (763) 323-5682 www. northstartrain.org Notes: 1. Percentage of contribution was determined by the population of each County within five miles on either side of the BNSF Railway unless bounded by the Mississippi River. As a part of preliminary engineering, the NCDA's technical consultants are preparing new cost estimates that reflect the additional engineering that has been performed over the last year. At a joint meeting on May 17, the Executive Committee/Capital Budget Committee considered a motion to recommend to the contributing members that they increase their commitment to cover 10% of the capital cost estimate, not to exceed $30 million. The motion was progressed to the NCDA without Executive Committee action. At the June 7 NCDA meeting, the preliminary engineering cost estimates will be presented and the NCDA will consider a recommendation to the contributing members (Anoka, Hennepin Sherburne and Benton Counties) that their contributions be revised to total 10% of the new capital cost amount. Action Requested: Recommendation to Sherburne and Benton Counties and Anoka and Hennepin County Regional Railroad Authorities. Agenda Item #2c PRELIMINARY ENGINEERING SP 9901-01 VOLUME III SYSTEMWIDE COMPONENTS PROCUREMENT PLAN Prepared For: Northstar Corridor Development Authority Minnesota Department of Transportation Prepared By: URS/BRW, Inc. June 1, 2001 TABLE OF CONTENTS 1.1 PROJECT DEFINITION .................................................................................................. 1 1.1.1 Introduction ............................................................................................................... 1 1.1.2 Cost ............................................................................................................................. 2 2.1 PROCUREMENT APPROACH ...................................................................................... 2 2.1.1 Contracting Strategy ................. : ............................................................................... 2 2.1.2 Project Packaging ........................................................... ; .......................................... 2 2.1.3 Procurement Guidelines ............................................................................................ 3 2.1.4 Contracting Methods ................................................................................................. 4 2.1.5 Procurement Alternatives ......................................................................................... 5 3.1 STATE LAW ..................................................................................................................... 7 3.1.1 Mn/DOT Authority ................................................................................................... 7 3.1.2 Contracting Authority ............................................................................................... 7 4.1 EVALUATION OF ALTERNATIVES ........................................................................... 9 5.1 RECOMMENDATIONS .................................................................................................. 9 5.1.1 5.1.2 5.1.3 5.1.4 5.1.5 5.1.6 5.1.7 5.1.8 Railroad Track Improvements and Control System .............................................. 9 Multi-Modal Connection ......................................................................................... 10 Rolling Stock ............................................................................................................ 10 Stations and Maintenance Facility ......................................................................... 10 Fare Collection Equipment ..................................................................................... 11 Professional Services ............................................................................................... 11 Operations ................................................................................................................ 11 Maintenance Services .............................................................................................. 11 Northstar Corridor Preliminary Engineering Volume III - June 1,2001 Procurement Plan Page i 1.1 PROJECT DEFINITION The Minnesota Department of Transportation (Mn/DOT), which is responsible for administering the program and funds for the Northstar Corridor Rail Project, has experience with procuring the necessary services and products to implement the Northstar Corridor Rail Project, and has in place adequate policies, procedures, and approval authority to handle such procurements. 1.1,1 Introduction The proposed Northstar Corridor commuter rail system includes the fol.10w, ing. major components: · Eighty-two miles of commuter rail along the Burlington Northern Santa Fe Railway (BNSF) corridor between Minneapolis and the St. Cloud area; · Shared BNSF trackage, track and signal upgrades, and separate commuter tracks; · Rolling stock - five locomotives, six cab coaches, and twelve trailer coaches; · Eleven stations with pack-and-rides; and · A vehicle storage/maintenance facility and end-of-line layover facility. The Northstar Corridor is a part of the BNSF transcontinental mainline railway. The freight trackage is Class 4 with primarily continuously welded rail. The majority of the mainline is equipped with Centralized Traffic Control (CTC) signaling, with Automatic Block Signals in an intermediate section of the corridor. Commuter rail would share the existing tracks with 35 to 50 freight trains a day. To support passenger rail service, the following track improvements may be implemented along various sections of the corridor: · Increasing the number of existing traCks by double- or triple-tracking; · Increasing track capacity passing through the Northtown Yard; · Additional crossovers; · Additional access roads to trackway; · Sidings at selected locations; and · Signal system enhancements. The Northstar Corridor Rail Project will connect to an extended Hiawatha Light Rail Transit (LRT) line at an intermodal station in downtown Minneapolis. The Northstar Corridor Rail Project was planned by Mn/DOT in concert with the Northstar Corridor Development Authority (NCDA). Mn/DOT will also design, build, operate, and maintain the commuter rail line. Northsta~ Corridor Preliminary Engineering Volume III- June I, 2001 Procurement Plan Page 1 Trackway, signals, and train control improvements on BNSF right-of-way will be constructed by railroad forces, with trackway facilities to be maintained by BNSF, under a contract with Mn/DOT. 1.1.2 Cost The estimated capital costs for the 82-mile commuter rail system and for the multi-modal connection (First Avenue North to Fifth Avenue North) are presented in Northstar Corridor Preliminary Engineering Volume V. The estimate includes costs for the following: Trackwork and signal systems; · Downtown Minneapolis inter-modal station; · Suburban stations; · Locomotives and coaches; · Maintenance and layover facilities; · Engineering and design; · Right-of-way acquisition; · Testing and start-up; and · Contingencies. 2.1 PROCUREMENT APPROACH 2.1.1 Contracting Strategy The Northstar Corridor Rail Project contracting strategy accommodates the project schedule, ensures an integrated system, anticipates the capabilities and limitations of the local contracting community, and satisfies federal, state, and local codes as well as requirements for Disadvantaged Business Enterprise (DBE) participation. Construction and other procurements will be packaged imo contracts that satisfy these objectives. 2.1.2 Project Packaging The Northstar Corridor Rail Project will be implemented according to a number of discrete "packages." Packages are configured to include project elements that are common to construction of fixed facilities, furnishing and installation, fabrication and furnishing, or design and other professional services. These are described in more detail below. Northstar Corridor Preliminary Engineering Volume III - June I, 2001 Procurement Plan Page 2 2.1.2.1 Professional Services Contracts may be procured for professional services consisting of one or more of the following: program management, engineering and architectural design, environmental services, financing, transit operations consulting, real property acquisition, legal services, and risk management and insurance. 2.1.2.2 Trackwork and Signals These are demolition and construction elements within the Northstar Corridor that will affect the operations of the BNSF railroad. They include track and signal improvements, drainage and utility work, and grade crossings. 2.1.2.3 Stations Passenger stations for the commuter rail line and the inter-modal station in downtown Minneapolis will include platforms, passenger amenities, access points, and any necessary improvements to the adjacent public right-of-way. 2.1.2.4 Maintenance and Layover Facilities This infrastructure includes a maintenance facility to be built near the Elk River, Minnesota, station to handle operations, storage, and routine maintenance of the vehicles, and a two-track storage yard at the end-of-line Rice station for dispatching trains in the morning and for layovers during off-peak hours. 2.1.2.5 Rolling Stock New locomotives, cab cars, and trailers will be procured for the system's required train sets. 2.1.2.6 Fare Collection Equipment The commuter rail line will employ a self-service proof-of-payment system, consisting of ticket vending machines and validators to be installed at all stations. 2.1.2.7 Multi-Modal Connection The Northstar Corridor Rail Project also includes the multi-modal connection between the terminus of the Hiawatha Corridor to the Northstar Corridor. The Hiawatha Light Rail Transit (LRT) Project will be responsible for final design of the LRT system to Third Avenue in Minneapolis, Minnesota, while the design for the segment from Third to Fifth Avenues and the multi-modal station will be included as a part of the Northstar Corridor Rail Project. The construction of the multi-modal connection from First Avenue to Fifth Avenue will be sponsored by the Northstar Corridor Rail Project. 2.1.3 Procurement Guidelines All major procurement transactions will be conducted in accordance with the latest revisions of the Federal Transit Administration's (FI'A) Circular 4220.1D, Third Party Contracting Guidelines, the Code of Federal Regulations (49CFR 18), Uniform Administrative Requirements Northstar Corridor Preliminary Engineer/ng Volume III - Iune 1,2001 Procurement Plan Page 3 for Grants and Cooperative Agreements to State and Local Governments, and in a manner that provides full and open competition between contractors and suppliers. In general, the Northstar Corridor Rail Project will be covered under the following three contract categories: Professional Services; Construction Services; and Equipment/Materials. The manner in which these items are procured can vary according to the category, the estimated dollar value of the contract, schedule, and unusual circumstances. 2.1.4 Contracting Methods There are several contracting methods that Mn/DOT may employ to obtain the necessary services and products for designing, building, and administering the Northstar Corridor Rail Project. They represent the current industry practices from the perspective of the public agency-owner, and include contracts resulting from proposals, competitive bids, and sole-sources. 2.1.4.1 Proposals Competitive proposal procurements are used for negotiated contracts, including professional and personal services contracts and rail vehicle acquisitions. "Requests for Proposals" (RFPs) are advertised to maximize competition. Professional consulting services are obtained through a best value procurement where negotiations are subject to fair and reasonable compensation and limited only to the most technically qualified firm. Highly specialized equipment also may be procured through a process where price is not the only consideration. This type of procurement may be handled through an RFP process where technical qualifications are determined by ranking responses against published criteria, along with cost as another, but not sole, consideration. 2.1.4.2 Bids A sealed-bid procurement is obtained through an Invitation for Bid (IFil) process. This requires advertising with complete and explicit contract documentation for the services and materials desired, such as plans and specifications for furnishing materials and/or construction services. Contract award is typically made to the lowest responsible bidder. Where it is not possible to fully detail the scope or quantity of the services or goods to be obtained, competitive proposals are typically requested, as discussed in Section 2.1.4.1 above. Northstar Corridor Preliminary Engineering Volume III - June 1, 2001 Procurement Plan Page 4 L~UUO 2.1.4.3 Sole-source Non-competitive procurement contracts may be awarded for goods and services, but only on an exceptional and fully-documented basis. More specifically, non-competitive procurements are permitted in the following circumstances: Only one responsible source and no other supplier or services will satisfy Mn/DOT's project requirements; · There is unusual and compelling urgency caused by other than lack of advance planning; · There is inadequate competition after solicitation of competitive proposals; and · A capital maintenance item or compatibility with an existing system investment can only be obtained directly from the original equipment manufacturer. 2.1.5 Procurement Alternatives Once the planning is completed for a project, and the general components for its implementation are defined sufficiently to gain approval from the funding authority(ies) to proceed, then there are several alternatives for procurement that can be used. 2.1.5.1 Design-Bid-Build This is the conventional industry practice involving complete control by the public agency-owner of the steps leading up to the bid award in the procurement process. The public sector is responsible for the following: · Planning and preliminary design; · Environmental clearance; · Preliminary engineering of infrastructure and performance specifications for system-wide elements and equipment; · Final design of infrastructure; · Right-of-way acquisition; and · Funding. The vendors and contractors prepare bids for the various construction packages. The lowest responsible bidder is selected and a contract is awarded. The vendors and contractors fabricate, construct, install, and test the system under the observation of the public agency. After system acceptance, the public sector operates the system. Northstar Corridor Prelim/nary Engineering Volume HI - June 1, 2001 Procurement Plan Page 5 Some of the limitations of this process include the following: · The vendors and contractors do not have opportunities to offer any ideas they may have on how to improve the product or process. · The steps are sequential and, therefore, take a fairly fixed, typical amount of time. · System integration is the responsibility of the owner. · Coordination during construction among the independent low bidders can be difficult. " · Total costs are not known until all contracts are awarded. 2.1.5.2 Limited Turnkey This procurement alternative is similar to the conventional industry practice, except that a single vendor is selected for the systems element. This is different from "sole-source" in that the contract is awarded pursuant to competitive bids. The contractor, however, assumes total control and responsibility for vehicles, trackwork, signals and communications, the control facility, and all other equipment necessary to make the system work. The systems element of a fixed guideway transit project generally requires the most integration; limited turnkey places that integration responsibility with a single vendor. The systems element may be procured by using this alternative with a performance specification. All environmental clearances, design and construction of the civil infrastructure, and system operation remain the responsibility of the public agency-owner. 2.1.5.3 Design-Build This "turnkey" alternative addresses the system integration issue and presents the opportunity for the vendors and contractors to provide input to the design process. The approach consists of the following: A single contractor (design-build team) is selected to implement the project after Preliminary Engineering, environmental clearance, and a "clean" right-of-way is available. All coordination and systems integration is the responsibility of the design-build contractor. Any cost overruns due to design error or technology/system integration are the design-build contractor's responsibility. The design-build contractor completes final design consistent with the Preliminary Engineering definition of the project (typically 30% design level). This provides the design-build contractor with the opportunity to incorporate innovative ideas in the final design. Such a process may result in more efficient techniques during construction, comparable improvements at cost savings, and a fast-tracked implementation schedule. Northstar Corridor Preliminary Engineering Volume IH - June 1, 2001 Procurement Plan Page 6 · The design-build contractor may operate the transit system for a limited initial period, with the option, at the choice of the public agency, to extend the contract at fixed rates with appropriate escalation. With the design-build alternative, the public agency is still responsible for defining the system sufficiently for final design, environmental clearance, right-of-way acquisition, funding, and ultimate operations and maintenance. 3.1 STATE LAW 3.1.1 Mn/DOT Authority Mn/DOT will be the federal grantee for purposes of the Northstar Corridor Rail Project. Mn/DOT will comply with federal roles and regulations in its procurements related to the Northstar Corridor Rail Project and will require its sub-grantees and third party contractors to do the same. Under Minnesota Statutes Section 174.82, the Commissioner of Transportation is responsible for the planning, developing, constructing, operating, and maintaining of commuter rail in the State of Minnesota. The Commissioner may enter in agreements with any public or private entity, including a railroad, to carry out this authority. Mn/DOT also has the legislative authority for the planning, designing, acquisition, construction and equipping of LRT in the State of Minnesota (Minn. Stat. Section 174.35). 3.1.2 Contracting Authority Minnesota Statutes Chapter 16C generally governs procurements made by the State of Minnesota. All acquisitions made by the State must be made by a best value procurement, except for building and construction acquisitions, which use a low bid procurement (Minn. Stat. Section 16C.03, sub& 3). The legislature has defined "best value" as a procurement that takes cost into account, as well as other areas such as environmental considerations, vendor performance, and quality (Minn. Stat. 16C.02, subd. 4). Under state statute, contracts entered into by the State cannot exceed five years. However, the Department of Administration, the state agency charged with oversight of state acquisitions, may waive the five year limitation on contracts where a five year limitation is impractical or not of benefit to the citizens of the State of Minnesota. All contracts entered into by the State are also subject to audit by the State and Legislative Auditors. 3.1.2.1 Proposals Under Minnesota Statutes, acquisitions for professional services are broken into the following two procurement thresholds: under $25,000 and $25,000 and above (Minn. Stat. Section 16C.06, subd. 2). Professional services include services that are intellectual in nature, including, but not Northstar Corridor Preliminary Engineering Volume IH - June 1, 2001 Procurement Plan Page 7 limited to, consultation, analysis, evaluation, prediction, planning, programming, and recommendation. Professional service contracts generally result in a report or a completion of specific tasks. (Minn. Stat. Section 16C.08, subd. 1). Procurements under $25,000 may use an informal solicitation process. The informal solicitation process has been defined by the Commissioner of Administration as a solicitation of three informal proposals, with the award going to the best value. If the procurement is under $5,000, a direct selection of a contractor may occur. Procurements at $25,000 and above must use a formal solicitation process, inCluding'a sealed cost proposal. Public notice must be made of the solicitation in the State Register and may be made in other pertinent periodicals and trade journals. Notice must be given for a minimum of 21 days. Again, the award is based on best value, with the solicitation documents containing the importance of cost and other factors evaluated. (Minn. Stat. Section 16C.06.) 3.1.2.2 Bids Under Minnesota Statutes Section 16C.03, subdivision 3, an IFB must be used for building and construction procurements. When using an IFB, the award must be made to the lowest responsible and responsive bidder, while also considering conformity with specifications, ability to deliver, the purpose for which the IFB was intended, the availability and capability of the vendor, and any other considerations identified in the IFB. Life cycle costing may be used in determining the lowest bid. 3.1.2.3 Sole-source The State of Minnesota does have the authority to make sole-source, or "single source," selections. A single source selection is defined as an acquisition where, after a search, only one contractor is determined to be reasonably available (Minn. Stat. Section 16C.02, subd. 18). A single source selection is only available if there is clearly and legitimately only one source for the services and the cost has been fairly and reasonably established (Minn. Stat. Section 16C. 10, subd. 1). 3.1.2.4 Negotiated Procurement Under Minnesota Statutes Section 174.82, the Commissioner of Transportation is given the authority to negotiate with railroads in order to facilitate the design, construction, operations, and maintenance of the commuter rail system. In consideration of the fact that the Northstar Corridor commuter rail line will operate on existing, privately owned, BNSF right-of-way, it will be necessary for the Commissioner to negotiate directly with 'the railroad for such services 'as final design review, construction of infrastructure within the BNSF right-of-way, operations of the commuter rail service, and some maintenance of the commuter rail system. Northstar Corridor Preliminary Engineering Volume III - June 1, 2001 Procurement Plan Page 8 Lg, L~. U J. ;" 4.1 EVALUATION OF ALTERNATIVES In evaluating the procurement alternatives and contracting strategies for the best ways to implement the Northstar Corridor Rail Project, several factors need to be considered. Each factor's influence on the selection process is described as follows: Control/Accountability - the ability of the owner to control the system implementation process, and, therefore, be accountable for the success of the project. Risk - contractor performance risk is based on the impact on the project by the nonperformance of the contractor(s) and/or vendor(s). The success of the project is also based on minimizing the risk inherent in construction integration. Such risks are largely transferred to the contractor in a design-build procurement. · Quality - Whatever the procurement process, quality must be written in to require the contractor to deliver the highest quality system reasonable. · Schedule - Funding arrangements and total costs for a project are often tied to the schedule and the ability to deliver the built system in the least amount of time. Staff Capacity - The procurement type will dictate the staffing requirements for the contract parties; the less risk and responsibility for delivering the various phases of a project, the less impact on the public agency staff to administer, perform, and manage the project. Legislative/Legal Constraints - Federal regulations and state statutes may limit the authority of the public agency to pursue certain procurement strategies and comply with legal regulations. 5.1 RECOMMENDATIONS Based on the consideration of the influencing factors for procurement and the understanding of Mn/DOT's resources and abilities, the following recommendations are made for the various elements of the Northstar Corridor Rail Project. 5.1.1 Railroad Track Improvements and Control System Track improvements within the-railroad corridor will affect BNSF's freight operations, and the raikoad will perform the construction with its own forces. However, the commuter rail agency- owner can still maximize control by negotiating and agreeing to the necessary capacity upgrades. Upon the memorializing of project responsibilities, coordination, and funding arrangements in a legal master construction agreement between the agency and the raikoad, the completed plans are turned over to the railroad. BNSF would then accompany the track improvement plans with its standard specifications for construction and a corresponding signal (control system) modification package for their own forces or contractor to comply with in performing the work. Northstar Corridor Preliminary Engineering Volume III - lune 1, 2001 Procurement Plan Page 9 This arrangement is a negotiated procurement. While any final design completed on the railroad infrastructure would be procured under a best value procurement, the construction of the infrastructure improvements themselves will be performed by the BNSF directly as the current and ultimate owner of any of the capital improvements made. BNSF will also procure its own materials for use in the capital improvement construction. Such procurements must be made in compliance with both state and federal statutes, rules, regulations, and policies. BNSF's current materials acquisition process is highly competitive and substantially in compliance with the pertinent state and federal guidelines. 5.1.2 Multi-Modal Connection Construction of the multi-modal connection between the Hiawatha Corridor and the Northstar Corridor is to be accomplished through a conventional IFB process. Certain track and systems elements with long lead times for fabrication and delivery, such as special trackwork and the additional traction power substation, may be procured through the desigu-build contract currently underway for the Hiawatha Corridor. Mn/DOT would negotiate through Metro Transit for a contract amendment to procure the materials only. The construction contractor for the multi- modal connection would then be responsible for incorporating the installation and testing of those items furnished by Mn/DOT. If acquisition of certain track and systems elements in not feasible through the current Hiawatha I JRT Project design-build contractor, it will be the responsibility of the contractor for the multi-modal connection to provide all materials necessary to accomplish this portion of the Northstar Corridor Rail Project. 5.1.3 Rolling Stock Locomotives may be procured once performance specifications are completed by Mn/DOT for the desired vehicles. The specifications become the contract documents for competitive bidding, and the contract is negotiated and awarded to the most qualified manufacturer with the lowest responsible cost proposal for a product(s) that meets all the stipulated performance requirements. Coaches may be procured in the same manner as locomotives or may be procured though an IFB once complete specifications are produced by Mn/DOT. 5.1.4 Stations and Maintenance Facility The stations and the maintenance/layover facility for the Northstar Corridor Rail Project may be included under one contract package or constructed separately. In either case, it is recommended that Mn/DOT prepares the final design plans and specifications for both the stations and maintenance facility, and advertises the work under a conventional IFB process. Specific in-place maintenance equipment may be procured with performance specifications under individual or collective competitive bidding or sole-sourcing. Installation may then be performed by the supplier or by the general contractor for the maintenance/layover facility. Northstar Corridor Preliminary Engineering Volume III - June 1, 2001 Procurement Plan Page 10 5.1.5 Fare Collection Equipment Metro Transit is procuring the fare collection equipment for the Hiawatha LRT Project as well as for a systemwide change-out of the equipment for the bus system. It is anticipated that the needs for the Northstar Corridor commuter rail Line and the multi-modal connection can be met with a change order or amendment to that procurement contract through an agreement with Metro Transit. However, if it is not feasible for the Metro Transit contract to be changed or amended, the Northstar Corridor Rail Project will provide performance specifications for the required fare collection system and procure the. equipment. 5.1.6 Professional Services Professional consulting design and/or construction management services are to be procured through a Request for Proposals (RFP) process (see Volume IV, Section 9.3.1). The award is made on a best value selection process, where cost is not the sole consideration for selection. 5.1.7 Operations Operations of the Northstar Corridor commuter rail system will be performed by BNSF or one of its contractors. Mn/DOT will negotiate with BNSF for operations services and have a long-term contract (approximately 20 years) with BNSF for such services. 5.1.8 Maintenance Services Maintenance services will be broken into two different levels. Light maintenance services, including running repairs, emergency road repairs, and heavy repairs, will be provided by Mn/DOT crews or its contractor. If these services are contracted, they will be procured through an RFP process. Out-sourced maintenance is more intensive fleet maintenance and will be performed by Mn/DOT contractors. Such out-sourced maintenance will be procured through an RFP. See Volume IV, Section 16.4 for more information on maintenance services. Northstar Corridor Preliminary Engineering Volume IH - June 1, 2001 Procurement P! an Page 11 DRAFT 1 (May 30, 2001) Agenda Item #4 SURVEY FINDINGS OF RESIDENTS ALONG NORTHSTAR COMMUTER RAIL CORRIDOR KEY FINDINGS: Residents in Area Concerned about Transportation Problems In an open-end question, residents surveyed cited traffic as the third most important issue facing their area behind education funding and taxes. Perhaps due to the growth in the Northwest metro area to St. Cloud, 76% said that highway congestion in the area had become worse in the last five years while only 4% said better. Looking ahead, only 9% felt the current highway and transit system in the region will be sufficient to support growth over the next ten years. Solution Requires More than Just Highway Improvements 67% said that both highways and transit will need to be improved over the next ten years and 5% said to focus only on the transit system. Only 17% said that highways, alone, should be the focus of transportation system improvements. Strong Local Support for Northstar Commuter Rail 80% said the Northstar Commuter Rail project was a good idea while only 15% said it was a bad idea. 92% of those surveyed said they had some level of awareness of the Northstar Commuter Rail project. Strong Support Among All Political Party Affiliations Support for the Northstar Commuter Rail service was very strong regardless of a respondent's political affiliation. 82% of DFL, 72% of Republican and 83% of Independent respondents thought the Northstar Commuter Rail lines thought it was a "good" or "very good" idea. Residents Perceive Multiple Uses for Northstar 70% of those surveyed said they were very likely (31%) or somewhat likely (39%) to use the Northstar Commuter Rail service if it becomes operational. Only 15% said they were not at all likely to use the service. 23% indicated they might use Northstar to commute to and from work (which is significantly greater than what is required for project to be successful). 72% said they might use the rail system to go to the MSP airport; 18% may use it to commute to school or college; 32% to visits friends or relatives. 66% said their most frequent destination on Northstar would be Minneapolis, while 11% cited St. Cloud, followed by Fridley (4%), Anoka (4%), Elk River (3%) and Coon Rapids (2%). Survey Methodology: 600 randomly selected households within a five-mile radius of the proposed Northstar Commuter Rail Line were interviewed by telephone between May 18th and 24th, 2001. The survey was conducted by Decision Resources Ltd. of Minneapolis. The average interview time was nine minutes. The results of this survey are projectable to the universe of all adult residents living in the designated area within +/- 4.1% in 95 out of 100 cases. Agenda Item #5 MEMORANDUM Date: June 1, 2001 To: NCDA From: Administrative Team Subject: Transition Documents: Status Report on the Northstar Corridor Commuter Rail Project As directed in NCDA Resolution #2001-01 (attached), the NCDA staff have prepared the documents necessary to transfer the Northstar Corridor Commuter Rail Project to Mn/DOT. At the NCDA meeting on June 7, staff will present to the Authority the following: a) b) c) d) A complete report of the status of all project elements as of the assignment date of June 1; An assessment of the risk and liability position of the NCDA; Program audit prepared by Anoka County Finance Department; and All legal documents required to assign project contracts. Action Requested: Information. Northstar Corridor Development Authority 2100 3'° Avenue, Anoka, Minnesota 55303-2265 (763) 323-5700 Fax: (763) 323-5682 www. northstartrain.org Northstar Corridor Development Authority Resolution 2001 WHEREAS, the Northstar Corridor Development Authority (NCDA) is a joint powers board established in May 1997 and is comprised of 30 local units of government; and WHEREAS, the NCDA has worked for nearly four years to analyze transportation needs and alternative solutions for the Corridor, has completed A Major Investment Study and has identified commuter rail as the centerpiece of the locally preferred transportation investment strategy, In accordance with federal requirements; and WHEREAS, Congress and the State Legislature have appropriated funding for the Northstar Corridor for the planning, engineering and implementation of the Northstar Project; and WHEREAS, in October 2000, the NCDA and the Minnesota Department of Transportation (Mn/DOT) entered into an agreement assigning to the NCDA the responsibility to develop the commuter rail project through construction, in cooperation with and under the supervision of Mn/DOT; and WHEREAS, the Federal Transit Administration (FTA) has approved the NCDA's management of the project through preliminary engineering; and WHEREAS, the NCDA has completed a DEIS and is midway through the preliminary engineering process; and WHEREAS, the NCDA has a decision- making and staff structure in place to complete this phase of the Northstar Project; and WHEREAS, the political support and unity of the 30 units of government, acting in concert with Mn/DOT, is critical for the success of the project, and in particular in obtaining funding from the State Legislature this session; and WHEREAS, the Mn/DOT has requested that control and management of the project, as well as certain of the associated contracts, be assigned to Mn/DOT by March 26, 2001; and WHEREAS, the NCDA and Mn/DOT share a common purpose of securing funding for the Northstar Corridor Rail Project and implementing the project as professionally and expeditiously as possible. NOW THEREFORE BE IT RESOLVED THAT: 1. The NCDA will retain decision-making authority, its current management structure, its legislative and ooagress[on~[ responsibilities, and ali associated contracts until at least Sune l, 2001. The NCDA hereby renews its request ~at Mn/DOT transfer [o the NCDA the State and federal funds appropriated for the Northstar Corridor for work on the project. The NCDA directs its staff to prepare the necessary transition documents including: a) a complete report of the status of all elements of the project as of the assignment date of June 1; b) an assessment of the risk and liability position of the NCDA; c) completfon of a program audit; and, d) all legal documents required to assign project contracts. The NCDA directs staff to work with Mn/DOT to ensure an orderly transition and report at the February 15 Executive Committee meeting and the March I NODA meeting. As of the June 7, 2001 meeting of the NCDA, the Board will commence operation as a commuter rail corridor coordinating committee ("CRCCC") as set forth in Minn. Stat. § 174.86. subd. 5. The NCDA respectfully requests Mn/DOT to prepare description of the roles and responsibilities of the NCDA acting as a CROCC. The NODA further directs staff to evaluate whether the new role of the NCDA requires an amendment to its Joint Powers Agreement and to' report back to the February 15 Executive Committee meeting and the March 1 NCDA meeting. This change in project management is subject to the approval of the FTA and will be submitted as part of the changes required in on-going approval process of the Project Management Plan. 8et~y WeJ~ir~, Chalrp~r'so-n z¢ Dated: ~'_-..~._/_-7.. ~,,"Z:)/" Certification I hereby certify that the above resolution is a true copy of the Resolution duly passed, adopted, and approved by the Northstar Corridor Development Authority on February 1, 2001. ~// Northstar Corridor Development Authority Preliminary Financial Program Audit June 7, 2001 Prepared by Anoka County Finance Dept. Draft COUNTY OF ANOKA FINANCE AND CENTRAL SERVICES DIVISION GOVERNMENT CENTER · 2100 3RD AVENUE · ANOKA, MN 55303-2265 (763) 323-5300 · Fax (763) 422-7505 E-mail: finance @ co. anoka.mn, us · Accounting · Word Processing - Safety · Budgeting · Property Management · Construction Management · Treasury · Purchasing · Debt Management · Payroll · Risk Management · Financial Management June 7,2001 TO: FROM: RE: Tim Yantos, Project Director Northstar Corridor Development Authority Cevin Petersen, Director Accounting and Budget Interim Financial Report We have prepared at your request the accompanying financial report of the Northstar Corridor Development Authority (NCDA) as of May 31, 2001. This is an interim financial report. The NCDA report was prepared by Anoka County's Finance & Central Services Division. The responsibility for both the accuracy of the presented data and the completeness and fairness of the presentation, rests with the county. We believe the data is presented in a manner designed to fairly set forth the financial position and results of the operations of the NCDA. We have prepared this report in accordance with Generally Accepted Accounting Principles. The report presents the unaudited financial position of the NCDA as of May 31, 2001, and the results of its operations and activities through that date. CP/pa AEach. Affirmative Action / Equal Opportunity Employer Northstar Corridor Development Authority MN DOT Grant Funds 1998 1999 2000 Revenues Intergovemmental 55100 Federal Revenue - Misc. $ 39,500.54 $ 967,361.65 $ 2,741,481.57 Revenue Accrual 37,283.69 712,642.72 545,911.63 Prior Year Reversal (37,283.69) (712,642.72) 2001' $ 818,122.89 715,275.06 1545,911.63) Total $ 4,566,466.65 2,011,113.10 (1,295,838.04) Total Revenue 76,784.23 1,642,720.68 2,574,760.48 987,486.32 5,281,74t .71 Expenditures Departmental 61102 Printing 180.90 607.50 788.40 61476 Other Travel Expense 10,801.48 - 10,801.48 61549 Misc. Program Expense 944.18 1,747.59 - 2,691.77 61558 Advertising 2,236.34 124.00 2,360.34 Operating 62365 Insurance 6,328.00 3,548.00 9,876.00 Contracts and Fees 63010 Professional Services 1,633,387.96 2,533,167.54 63977 Misc. Administrative Expense 76,784.23 8,207.64 19,862.03 Total Expenditures 76,784.23 1,642,720.68 2,574,750.48 Revenues Less Expenditures $ $ $ 983,050.53 5,149,606.03 763.79 105,617.69 987,486.32 5,281,741.71 $ $ * As of May 31, 2001; additional expenditures are still outstanding for the months of April and May 2001. MN DOT Reimbursements Outstanding: March 01 $ 381,240.97 April 01 334,034.09 $ 715,275.06 Total MN DOT Grant Funding: $ 350,000.00 5,000,000.00 1,800,000.00 $ 7,150,000.00 MN DOT Grant Funds Remaining: Total Grant Funding Reimbursements: Through May 31, 2001 Outstanding Grant Funds Remaining $ 7,150,000.00 4,566,466.65 715,275.06 $ 1,868,258.29 JUN. 7. 200] 3:49PM REP 0BERSTAR ~,30~ R~Y~URN HOUSE 0¢¢1CE BUI~ING WA~Ht~GTgN, ~C ZOO1 (2OQ) 22~211 FAX: (202) ~N~NG OEMO~AT; COMM~EE ON AND IN~AS~UC~RE June 6, 2001 Dear Northstar Corridor Development Authority friends: NO. 3753 P. 2 BRAINERD Cll'Y HALL g0q L*,UnEL 31~ LAKE C-,~g~M, ~N 55718 ~1 ~EDERAL ~UILDIN~ DULUTh, MN i21B] 727-7474 130~ ORONO E~ Rm~, MN 55330 5~81 BT. CRO~X TR~ The 90-plus miles from Anoka COunty to St. Cloud cover the 3a fastest pOpulation growth center in the United States. This growth presents an enormous trangportation el~allenge to the people and their cities throughout the corridor as well as to the entire State of Minnesota. The Northstar Corridor Project was born as a creative, visionary response to the transportation challenges posed by this ¢xtraordinary growth. It has been a pleasure for me to work with the talented men and women of the NCDA, since inceptio~ in 1997, toward the realization of thc dream of this exceptional transportation irdtiative. Your dedication, your hard work, and your success in earryi~lg this project forward have been exemplary. I have great admiration for thi~ organization of 30 governmental units which has proven its ability tO apply sound judgment, collaborative decision-making, and inclusive action to tho complexity of issues affecting each of the governmental units throughout the Northstar Corridor. NCDA is recognized throughout the country as a model organization capable of high quality work. I have seen sensible NCDA policy makers look at all transportation options, select an integrated transportatJ01t solution with commuter rail as its centerpiece, and then move carefully and swiftly forward with planning, engineering, and environmental work. NCDA took thc courageous first step as the only local ~nding partner with tho fexteral government to commit capital funds to this worthy project. Your work has paid off, four out of five residents in the Corridor now support the idea of commuter rail. This is a testament both to your willingness to listen to your constituency and your ability to communicate the benefits of commuter rail to the public. Congratulations on your success in completing Preliminary Engineering and the Final Environmental Impact Statement. As the Minnesota Department of Transportation moves on to the next ph~e of project development, your cominuing cooperation, support, and advocacy will be essential to thc succes~ of the final design, eons'truetion, and operations, as well ms in overcoming the significant hurdles of obtaining funding at tho state and federal levels. I am confident you will meet these challenges with the same passion that you have exhibited thus far. Congratulations, and thank you for your visionary leadership in bringing commuter rail in the Northstar Coaidor eloper to reality. With all best wishes. JLOlfm Northstar Corridor Development Authority A Report on the Status of the Northstar Corridor Commuter Rail Project June 7, 2001 ~,,.aft Status Report on the Northstar Commuter Rail Project. June 7. 2001 TABLE OF CONTENTS I. Introduction II. Federal Transit Administration (FTA) A. Introduction B. Request to Enter into Preliminary Engineering C. Results III. Major Investment Study A. Introduction B. Purpose and Need C. Goals and Objectives D. Alternatives E. Evaluation Criteria F. Evaluation G. Results IV. Environmental Impact Statement Do Introduction Environmental Impact Statement (ELS) Scoping Draft Environmental Impact Statement (DEIS) and Supplemental Environmental Documentation Final ElS and Next Steps VI. VII. Station Area Planning A. Introduction B. Interactive Workshop on Land Use and Station Area Planning C. Station Area Planning Activities Advanced Corridor Plan A. Introduction B. NCDA Resolution Approving the Advanced Corridor Plan C. Comments from Cities and Townships D. Resolutions from Cities with Stations E. Responses to City Resolutions from the NCDA and the Commissioner of Transportation F. Review of the Advanced Corridor Plan by the Saint Cloud APO and the Metropolitan Council G. Continued Development Preliminary Engineering A. Introduction B. Track and Signal Improvements 2 2 4 4 5 5 5 6 6 7 7 9 10 10 '10 11 13 13 13 13 16 16 18 18 18 19 19 2O 21 21 21 1~. ~rthstar Corridor Development Authority Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 BNSF Preliminary Engineering Agreement Preliminary Engineering on Stations, Maintenance Facility, Communication and Control Center, Layover Facility and Related Trade Work 22 23 BNSF A. B. C. Do Negotiations Commuter Rail Demonstration Projects Preliminary BNSF Negotiations Identification of Necessary Capacity Improvements for Northstar Commuter Rail BNSF Construction and Operating Agreements 29 29 29 3O 35 IX. Public A. B. C. D. E. F. G. Information and Involvement Activities 40 Introduction 40 Federal Requirements 41 Procurement of Services 41 Results: Strategic Plan for Public Information and Involvement 41 Results: Public Information Tools 42 Results: Public Involvement Tools 45 Results: Public Involvement Regarding the Development of the Environmental Impact Statement 52 Results: Public Involvement Regarding the Development of the Advance Corridor Plan 54 Funding 55 Background 55 Results 55 Xl. Additional Activities A. Multi-modal Connection B. Multi-modal Facility Development C. Multi-modal Facility Description and Location D. Commuter Bus Service Demonstration Project 56 56 57 58 58 Appendices Appendix A - Introduction Mn/DOT Correspondence and NCDA Resolutions Relating to the Transition Appendix B - MIS NCDA Resolution 1999-06 Appendix C - ElS NCDA Resolution 2000-04 Northstar Corridor Development Authority ,~aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 Appendix D - Station Area Planning D,1 Guiding Principles for Station Area Location D.2 Handbook Appendix E - Advanced Corridor Plan E. 1 City Resolutions Approving the Advanced Corridor Plan E.2 NCDA and Mn/DOT Responses E.3 Saint Cloud APO and the Metropolitan Council Responses E.4 Presentation on the Advanced Corridor Plan Appendix F - PE Engineering F.1 NCDA Resolution 2001-03 Appendix G- BNSF Negotiations G. 1 BNSF Letter G.2 Capacity Improvement Documents Appendix H - Public Information and Involvement H.1 H.2 H.3 H.4 H.5 H.6 H.7 Strategic Plan for Public Information and Involvement Sample NCDA Project Update Sample NCDA Newsletter Sample NCDA Corridor Wide Mailing Sample Fact Card and Fact Sheet List of Presentations Sample NCDA PowerPoint Presentation Appendix I - Funding I. 1 County Resolutions ~,_rthstar Corridor Development Authority , ~-~-raft Status Report on the Northstar Commuter Rail Project. June 7, 2001 INTRODUCTION Introduction At its meeting on February 1, 2001, the Northstar Corridor Development Authority CNCDA") adopted Resolution 2001-01 transferring to the Minnesota Department of Transportation CMn/DOT") the responsibility for the development of the Northstar Corridor Commuter Rail Project. This resolution was adopted in response to direction from Mn/DOT, set forth in a letter dated January 5, 2001. The purpose of this document is to provide a detailed report on the status of all elements of the project, as of the date of assignment to Mn/DOT. As set forth in the resolution, the NCDA contemplated that the transition would be complete as of June 1, 2001. In order to accomplish a smooth and orderly transition to Mn/DOT, the NCDA adopted a phased approach. On April 5, 2001, the NCDA adopted Resolution 2001-2 assigning all contracts and management responsibilities relating to the Burlington Northern Santa Fe Railway Company CBNSF") negotiations to be effective immediately. The second phase of the transition was approved by the NCDA on May 3, 2001, as set forth in Resolution 2001-05, assigning contracts relating to preliminary engineering and other technical services, as well as public information services, effective June 1, 2001. In addition, the NCDA terminated its contracts for project management services effective June 1, 2001. Finally, the NCDA terminated its Agreement for the Coordination of Commuter Rail, Resolution 2001-06. (See Appendix A for Mn/DOT correspondence and NCDA Resolutions relating to the transition). This report will describe each of the major elements of the Northstar Corridor Commuter Rail project development process undertaken by the NCDA, summarizing key products, activities and results. The summary includes key components of the Project completed during the period of May 1997-May 2001. Northstar Corridor Development Authority Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 Federal Transit Administration Federal Transit Administration (FTA) A. Introduction On June 9, 1998, the Transportation Equity Act for the 21st Century (TEA-21) was enacted. It requires the U.S. Department of Transportation to submit an annual report to Congress that includes its recommendations for allocating funding for candidate New Starts projects. In addition, TEA-21 requires that FTA evaluate and rate candidate New Starts projects as the basis for approving project entry into the preliminary engineering and final design phases of project development, as well as for approving projects for full funding grant agreements. Because federal funding is being sought for the Northstar Commuter Rail Project, the Project is considered a federal New Start Project, and it must comply with the planning and project development process required by the FTA. The process is set forth in the following flow chart. (Chart 1) The NCDA has closely followed each step of the process from system planning through the completion of preliminary engineering. Specifically, it performed the Major Investment Study, (see Section III), selected the Locally Preferred Transportation Investment Strategy requested and secured approval by the St. Cloud APO and the Metropolitan Council to include the Northstar Project in the long-range transportation plans, requested and secured approval from the FTA to begin Preliminary Engineering and conducted the necessary environmental (NEPA) evaluation including the preparation of a Final Environmental Impact Statement. Over the course of its work, the NCDA has worked to keep the FTA fully informed of its activities and progress. The NCDA provided formal briefings to the FTA on: February 26, 1999 March 23, 1999 September 30, 1999 October 28, 1997 February 1, 2000 March 17, 2000 In addition, NCDA staff and consultants were in close contact with FTA Region 5 during the preparation of the Draft Environmental Northstar Corridor Development Authority 2 Chart 1 FTA New Starts Planning and Project Development Proce§s System Planning Corridor Study Altematives Analysis (MIS) MPO adopts the LPA into the Regions Long Range Plan + Preliminary Engineering Complete NEPA Documentation Implement Financial Plan Final Design Financial Commitment Construction Plans, Estirnatas ROW, FFGA Negotiations System Planning · LPA in Regional Long Range Plan Preliminary Engineering Final Design Full Funding Grant Agreement Begin Construction co.,t~o. M,.,geme.t Construction VehicleStart-up Procurement NCDA Mn~OT FTA Action Decision Point TPL-22, 3/1/99 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 Impact States (DEIS). Note that the FTA is the lead federal agency for the ElS. Mn/DOT and the NCDA are joint local lead agencies. (For more detail on the ElS, see Section IV of this Report). B. Request to Enter Preliminary Engineering ('PE") On March 15, 2000, the NCDA submitted to the FTA a Request to Enter Preliminary Engineering. (Document on file at the Anoka County Government Center.) The document was prepared to respond to the FTA "Guidance and Requests for New Starts Projects and Enter Preliminary Engineering and Final Design", September, 1999. As required, the document demonstrated that the MIS was completed, the locally preferred alternative selected and the project included in the regional long-range plan. A Project Management Plan was included, showing the technical capability and capacity of NCDA and Mn/DOT to carry out PE. In addition, the Request included an evaluation of the project with respect to the New Starts criteria, showing that commuter rail will be a significant and cost-effective benefit to the corridor. The Request contained a comprehensive land use assessment documenting that the Northstar commuter rail will serve as a catalyst for transit oriented development throughout the corridor. Finally, the Plan demonstrated the local financial commitment to the Project. Most significantly, the NCDA was able to show the commitment of 10% of the capital costs by its member counties and regional railroad authorities. This commitment has been an influential first step in convincing the other funding partners (State of Minnesota and Congress) that the Northstar Commuter Rail Project is a serious candidate for implementation. C. Results: "Recommended" Rating On June 22, 2000, the FTA notified the NCDA that it had approved its request to enter into preliminary engineering. Further, in accordance with the New Starts Criteria, the FTA assigned an overall project rating of "recommended". The NCDA commenced the PE process on July of 2000. (See Section VII of this report.) Note that Mn/DOT submitted all PE documentation to FTA on June 1, 2001. Within the next few weeks, Mn/DOT will submit an application to FTA to begin final design, the next phase of project development. Northstar Corridor Development Authority 4 ~'-aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 MAJOR INVESTMENT STUDY Major Investment Study A. Introduction In 1998, the Northstar Corridor Development Authority (NCDA) initiated a Major Investment Study (MIS) to evaluate and select the most appropriate transportation improvements for the TH 10/47 corridor between downtown Minneapolis and the St. Cloud area. The MIS is the first step in the FTA's project development process. The MIS was conducted in two phases. The Phase I MIS defined and evaluated the universe of alternative transportation improvements in the corridor and identified five multi-modal strategies for further consideration. The Phase II MIS further refines the five strategies, evaluates the strategies, and identifies a Locally Preferred Transportation Investment Strategy (LPTIS). (Document on file at the Anoka County Government Center.) B. Purpose and Need The need for transportation improvements in the TH 10/47 corridor is based on the following factors: Imbalance Between Travel Demand and Travel Supply- The Minnesota Department of Transportation (Mn/DOT) projects peak period congestion on TH 10 from Elk River to the east and capacity deficiencies on highways and bridges throughout the corridor by 2020. Lack of Multi-Modal Transportation Choices - An effective, long- term, coordinated response to congestion will require a commitment by affected governmental units to implement strategies that provide alternative modes of travel and encourage behavioral and land use changes that reduce travel demand. Lack of Coordination Between Transportation Investments and Land Use Development - At present there is no system in place to address corridor-wide changing land use and transportation conditions. High Accident Rate Along the TH 10/47 Corridor - Accident rates in the majority of the corridor are currently higher than the Mn/DOT statewide average for the same type of roadway. Increase Mobility on TH 10/47 - Many segments of TH 10 have closely spaced signalized intersections and access driveways that conflict with the mobility function of a principal arterial. Northstar Corridor Development Authority 5 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 Lack of Corridor-Wide Transit Service - Currently there is no corridor-wide transit service between the Twin Cities and St. Cloud metropolitan areas. Lack of Non-Motorized Facilities - There is a lack of alternative facilities such as recreational trails for non-motorized travel. C. Goals and Objectives In response to the identified transportation needs in the corridor, the overall goal of the project is to identify a transportation investment strategy that meets the future transportation needs of the Northstar Corridor. The following goals were adopted by the NCDA to guide the selection of a transportation strategy: · Improve mobility and safety in the corridor. · Minimize adverse environmental impacts and foster positive environmental effects. · Encourage transportation supportive land use development patterns. · Provide a cost effective and efficient transportation system. D. Alternatives The Phase I MIS defined and evaluated a wide variety of transit and highway improvements for the corridor. Transit technologies considered included bus system improvements, commuter rail, light rail, diesel multiple units, heavy rail, monorail, automated guideway transit and personal rapid transit. Highway options considered included HOV lanes, freeway upgrades, bypasses, additional Mississippi River crossings, and minor highway upgrades such as adding turn lanes, access consolidation, development of frontage roads, construction of interchanges and selected lane additions. An initial screening process was used to focus on the most promising modal elements. The individual elements were then combined to form multi-modal strategies. A more detailed evaluation of those strategies led to the selection of the following five strategies recommended for further study in the Phase II MIS: · No-Build · Transportation Management and Bus Improvements · Commuter Rail and Feeder Bus Northstar Corridor Development Authority 6 Status Report on the Northstar Commuter Rail Project. June 7, 2001 Commuter Rail, Feeder Bus and TH 10 Minor Upgrades Commuter Rail, Feeder Bus, TH 10 Minor Upgrades and River Crossings E. Evaluation Criteria The goals of the Northstar Corridor project were used to define the following criteria for evaluation of the project alternatives. · Transit system usage · Roadway system operations · Safety · Proximity impacts (displacements, parks, wetlands, floodplains, historic properties) · Air quality · Energy · Noise · Environmental justice · Land Use · Development form · Economic development · Cost · Cost effectiveness F. Evaluation The results of the evaluation process are summarized below. Relative to the No-Build Alternative: Alt. 2 Transportation System Management · Increases 2020 transit ridership by 4,900 trips per day · Insignificant change in roadway system operations and safety · No significant environmental effects · Promotes environmental justice by providing reverse commute · No significant influence on land use development · Capital cost approximately $43 million + $6 million for right-of- way (19995) Alt. 3 Commuter Rail and Feeder Bus · Increases 2020 transit ridership by 10,000 trips per day · Small decrease in vehicle miles of travel · Reduction in regional air pollutant emissions and energy Northstar Corridor Development Authority 7 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 consumption · No perceptible change in noise levels · No significant negative environmental effects · Promotes environmental justice by providing reverse commute · Provides opportunity to focus economic growth · Capital cost approximately $190 million + $6 million for right-of- way (19995) Alt. 4 TH 10 Improvements, Commuter Rail and Feeder Bus · Increases 2020 transit ridership by 9,800 trips per day · Small decrease in regional vehicle miles of travel · Reduces traffic in the 1-94 corridor · Reduced highway accident potential · Reduction in regional air pollutant emissions and energy consumption · No perceptible change in noise levels · Potential parkland and floodplain impacts · Promotes environmental justice by providing reverse commute · Provides opportunity to focus economic growth · Capital cost approximately $304 million ($190 million rail + $114 million roadways) + $6 million for rail right-of-way + $52 million for roadway right-of-way (19995) Alt. 5 New River Crossings, TH 10 Improvements, Commuter Rail and Feeder Bus · Increases 2020 transit ridership by 9,750 trips per day · Small decrease in regional vehicle miles of travel · Reduces traffic in the 1-94 corridor · Reduced highway accident potential · Small reduction in vehicle hours of travel and delay · Provides additional river crossing capacity · Reduction in regional air pollutant emissions and energy consumption · No perceptible change in noise levels · Potential parkland and floodplain impacts including severance of a portion of Elm Creek Park · Promotes environmental justice by providing reverse commute · Provides opportunity to focus economic growth · Capital cost approximately $361 million ($190 million rail + $114 million roadways + $57 million river crossings) + $6 million for rail right-of-way + $54 million for roadway right-of-way (19995) Northstar Corridor Development Authority ~ft Status Report on the Northstar Commuter Rail Project. June 7, 2001 G. Results Locally Preferred Transportation Investment Strategy (LPTIS) Considering the results of the evaluation of the alternatives, the NCDA concluded that a comprehensive, multi-modal transportation investment strategy best meets the goals and objectives of the Northstar Corridor. The recommended elements of the LPTIS are as follows: · Commuter Rail between Downtown Minneapolis and St. Cloud/Rice · Expanded Feeder Bus Service · Roadway Improvements in the TH 10 Corridor · Two New River Crossings · Intelligent Transportation System (ITS) Initiatives · Bicycle/Pedestrian Improvements In addition to these specific elements, the NCDA recommended that the appropriate governmental entities work to implement additional transportation connections at both ends of the Northstar Corridor to ensure safe and efficient travel throughout the Twin Cities and St. Cloud metropolitan areas. (See Resolution 1999-06 in Appendix B) Northstar Corridor Development Authority 9 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 V ENVIRONMENTAL IMPACT STATEMENT Environmental Impact Statement A. Introduction The National Environmental Policy Act CNEPA") and the Minnesota Environmental Policy Act ("MEPA") prescribe procedures that are separate and distinct from the Advanced Corridor Planning Process. To satisfy these environmental review procedures, the NCDA decided to prepare an Environmental Impact Statement CEIS") as part of the commuter rail development process. An ElS is a comprehensive study of the various potential environmental consequences of a proposed land use development. (Northstar ElS Documents are on file in the Anoka County Government Center. B. Environmental Impact Statement (ELS) Scoping The initiation of the ElS for the Northstar Corridor project began with a formal scoping process. The scoping process is used to publicly announce the alternatives being considered for inclusion in the Draft ElS and to seek out additional options which could be examined. The purpose of scoping is to determine the scope and significance of social, economic, and environmental issues associated with the potential alternatives and the proposed action. The process provides opportunities to inform the public, government agencies, elected officials, organizations and businesses that the ElS process is commencing and to hear about issues of concern to notified participants. In addition to initiating dialogue on the alternatives, scoping is instrumental in identifying issues to be considered and/or resolved during the ElS. The Notice of Intent to prepare an ElS on the project was published in the Federal Register on June 7, 1999. In addition, the Notice of Availability of the Scoping Booklet and announcements of the Scoping Meetings were published in the Minnesota EQB Monitor on June 28, 1999 which began the scoping period. The formal scoping comment period extended from June 28 to August 20, 1999. The NCDA distributed over 1,000 Scoping Booklets to federal, state and local agencies having jurisdiction in the project, all interested parties on the NCDA mailing list, elected officials, neighborhood organizations and civic groups. The Scoping Booklet included descriptions of the project, alternatives, and issues identified for consideration in the ElS. Northstar Corridor Development Authority 10 · aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 Four scoping meetings were held to review the background materials distributed in the Scoping Booklet. For more information on the scoping meetings, see Section IX.G C. Draft Environmental Impact Statement (DEIS) and Supplemental Environmental Documentation Mn/DOT and the NCDA widely circulated the DEIS and Supplemental Environmental Document to affected local jurisdictions, regional, state and federal agencies, Native American tribes, and interested groups. The DEIS was issued on November 13, 2000. The DEIS comment period ran through January 12, 2001. During that review and comment period, three public hearings were held at various locations along the project corridor to take oral testimony. On February 5, 2001 a Supplemental Environmental document to the DEIS was distributed that identified the potential impacts associated with a proposed commuter rail station at 7th Street Northeast in northeast Minneapolis. The DEIS review and comment period was therefore reopened from February 7 to March 7, 2001. An additional public hearing was also held on February 27, 2001, which focused on the proposed Minneapolis Northeast station. As presented in Section III, the following project goals were adopted for the project during the MIS process: · Improve mobility and safety within the corridor · Minimize adverse environmental impacts and foster positive environmental effects · Encourage transportation-supportive land use and development patterns · Provide a cost-effective and efficient transportation system Section 6.2 of the October 2000 DEIS summarized the results of the impact evaluation against the measures used to establish the effectiveness of the alternatives in satisfying the goals of the Northstar project. The identification of a Preferred Alternative for the Northstar Corridor is a specific step in the project development process following the public review and comment period on the Draft ElS. The preferred alternative is based on balancing the design and environmental information, goals and objectives of the project, community comments, and technical data (such as ridership, Northstar Corridor Development Authority l l Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 integration with other transit systems, cost-effectiveness, and financial feasibility). This step identifies the commuter rail route, station locations, maintenance and layover facility locations, feeder bus operations, and connection to the Hiawatha Light Rail Transit line. The NCDA recommended a preferred alternative to the Minnesota DOT commissioner on May 3, 2001. (See Resolution 2001-04 in Appendix C.) D. Final ElS and Next Steps The FEIS evaluates the Preferred Alternative, using the No-Build Alternative as a baseline for comparison. The impact evaluation and mitigation measures presented in the FEIS reflect the identified commuter rail system changes documented in the previous section. The changes have taken place in response to public and agency comments, newly available engineering information, financial constraints of the system and efforts to avoid and minimize potentially adverse impacts to the greatest extent possible. The FEIS was prepared concurrently with preliminary engineering. Preliminary engineering advances the level of design detail to incorporate committed mitigation measures into the project design and to more closely estimate project costs. The FEIS documents and responds to comments received on the DEIS and the Supplemental Environmental document. The FEIS will be submitted to FTA on June 7, 2001. Following FTA's review, there will be a 30 day review and comment period (anticipated to be August 1-September 5, 2001.) The final step in the ElS process is the issuance of the Record of Decision by FTA, in September, 2001. Northstar Corridor Development Authority 12 · aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 STATION AREA PLANNING Station Area Planning A. Introduction One of the key criteria that the FTA uses to determine whether a project is justified is an assessment of the project's transit supportive existing land use and future patterns. Since 1998, the NCDA has worked with communities on station area planning activities and on the adoption of transit supportive land use policies. The NCDA recognized that the development of land use policies and tools should take place as early in the planning process as possible. As discussed below, the policies and tools have become more concrete as the Project progressed from planning though preliminary engineering. B. Interactive Workshop on Land Use and Station Area Planning A Land Use/Station Area Planning Forum was held on Friday, June 26, 1998 from 8:00 AM to 11:30 AM at the Sherburne County Courthouse in Elk River. Over 70 people attended representing all the communities along the Corridor. The format for the day included speakers from San Diego who shared their experiences in implementing and operating commuter rail. This was followed by breakout sessions where each of the small groups focused on identifying potential station locations for each of the communities along the Corridor. The results of the workshop were presented at the July 9, 1998, NCDA meeting where the NCDA approved the initial proposed station locations for the preliminary technical analysis of ridership forecasting and capacity modeling. C. Station Area Planning Activities On June 3, 1999, NCDA adopted Guiding Principles for Station Area Location and Planning. The Principles include a Land Use element. (See Appendix D. 1) Throughout May-June 1999, NCDA/BRW conducted meetings with each city staff along the Corridor to discuss/review station location options. A summary of meeting dates and attendees is recorded in memo from BRW date June 16, 1999. On September 2, 1999 NCDA approved fourteen station sites. The approval was based upon previously adopted principles for station locations and community discussions. To assist the Northstar Corridor Development Authority 13 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 communities in the development of land use tools, the NCDA retained the law firm of Lindquist & Vennum and renowned land use lawyer Dick Nowlin. Legal serviced included the development of potential land ordinances, moratoriums and the research necessary to implement land use tools in accordance with Minnesota law. In February 2000, NCDA published a document entitled Transit Supportive Existing Land Use and Future Pattern. It includes documentation of existing land use, planned land use and a description of policies necessary to support transit. The document was included in the March 15, 2000, PE application to FTA. A supporting handbook, Station Neighborhood Development Principles and Guidelines, was also produced in February 2000. The handbook was developed by NCDA/BRW and distributed to cities throughout the Corridor. The intent was to educate city staff, planning commissions, and councils about Transit Oriented Development (TOD) potential, process, and tools. In addition the document was meant to encourage cities to be proactive and supportive in modifying planning and zoning ordinances and comprehensive plans in consideration of transit supportive development. The handbook includes the following: 1. Principles of Station Neighborhood Development 2. Station Neighborhood Classification System 3. Guidelines for Neighborhood Development 4. Implementation Tools (See Appendix D.2) On March 2, 2000, NCDA authorized a contract for land use planning assistance with IBI Group and Hoisington Koegler Group inc. On May 9, 2000, IBI/HKGi began work in the Northstar Corridor. Their work plan included the following: 1. Facilitate better understanding by planing professionals and city staff throughout Northstar Corridor of Station Area Planning and TOD. 2. Generate enthusiasm for TOD principles. 3. To provide direct assistance to communities in understanding Northstar Corridor Development Authority -aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 principles, guidelines, and implementation tools. On June 7 and July 12, NCDA/IBI hosted Workshops for City/County staff. The Goals of the Workshop were: 1. Generate a better understanding of TOD 2. Develop station area plans (concept) During the months of August - March 2001 HKGi met with City Planning Commission/Council throughout the Corridor to assist the station cities with planning, zoning, and comprehensive plan issues supportive of TOD. In December, 2000 an Economic Feasibility Report was developed by IBI. The report evaluates the economic feasibility of Transit Oriented Development in the Northstar Corridor. Result: The IBI conclusion was that the potential for TOD in the Northstar Corridor varied greatly by station location. Also, it would likely take a concerted effort to realize TOD potential in the Northstar Corridor. Metropolitan council staff have continued to work with all Northstar station cities within the Metropolitan area to encourage and assist them with planning, zoning, and comprehensive plan modifications to support transit oriented development. David Loch and Hoisington Koegler Group have continued to work with all Northstar station cities outside the Metropolitan area. Result: The following cities have passed resolutions committing to comprehensive plan amendments that support transit oriented development: (to be developed) Northstar Corridor Development Authority 15 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 ADVANCED CORRIDOR PLAN Advanced Corridor Plan A. Introduction and Statutory Requirements The Advanced Corridor Plan is the first of three documents (advanced corridor plan, preliminary engineering plan, and final design plan) to be developed in the State commuter rail planning process. According to Minn. Statutes {}174.80, the Advanced Corridor Plan contains the following components: (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) contains a physical design component that identifies the physical design of facilities, including: (a) location, length, and termini of routes; (b) maintenance facility locations; (c) station locations and design; (d) related park and ride, parking, and other transportation facilities; specifies track and signal improvements; addresses handicapped access; specifies intermodal coordination and connections with bus and light rail transit operation and routes; projects ridership, capital costs, operating costs, and revenues; identifies sources of funds for operating subsidies and funding for final design, construction, and operation; describes an implementation method; describes a plan for public involvement and public information; defines anticipated agreements with the railroads; and addresses land use impacts The advanced corridor planning process, outlined in Minn. Statutes [}174.86, provides a process to develop commuter rail physical design components. The process affords opportunities for public involvement at many junctures, both to solicit input from cities, counties and planning organizations and to conduct public hearings, at which affected parties have opportunity to present their views. NCDA staff and consultants worked with city staffs throughout the Corridor to respond to questions regarding the ACP. In addition, staff was available for presentations and questions at city planning commission, council, and public information meetings. An overview of this process can be found on the next page. (Chart #2) The Northstar Corridor Development Authority took every opportunity for community involvement in the development of the Advanced Corridor Plan. Northstar Corridor Development Authority 16 o~E 8 T Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 B. NCDA Action Approving the Advanced Corridor Plan The NCDA unanimously approved the Advanced Corridor Plan on August 3, 2000. C. Comments from Counties, Cities and Towns Without Stations As outlined on the previous page, Minn. Statutes §174.86 require the submission of the physical design component of the Advanced Corridor Plan to the governing body of all counties, cities, and towns along the Corridor for review and comment. The Northstar Corridor Commuter Rail Advanced Corridor Plan was submitted to each of the governing bodies on August 4, 2000. Following the submission, a public hearing on the Advanced Corridor Plan was held on September 7, 2000. For information on the public hearing, see Section IX.H. In addition, many cities chose to hold their own public hearings. Comments from the cities and counties were due on October 23, 2000. Positive comments were received from Anoka, Hennepin and Sherburne Counties. D. Resolutions from Cities with Stations As part of the Advanced Corridor Planning process, cities with stations were to approve, approve with conditions, or disapprove with specific amendments, the location and design of the station proposed to be located in their city or town. The deadline for issuance of local resolutions was October 23, 2000. Each of the following cities/towns approved its station location and design with conditions: Rice, St. Cloud/Haven Township, Becker, Big Lake, Elk River, Anoka, Coon Rapids, and Minneapolis. The cities of Clear Lake and Fridley did not approve their proposed station locations and designs and specified the amendments that would cause the withdrawal of the disapproval. Copies of the resolutions can be found in Appendix E.1. A description of the follow-up to responses from the cities of Fridley, Clear Lake and Minneapolis are described below. City of Clear Lake In its resolution, the City of Clear Lake identified a preference for "no-build" at this time, with the option of exploring a station at a later date. The Commissioner of Transportation has agreed to this approach, conditional on future funding. Therefore, a commuter rail station at Clear Lake is not included in the Preferred Northstar Corridor Development Authority 18 '-aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 Alternative. City of Fridley In its resolution, the City of Fridley requested that Mn/DOT further study various issues. Some issues have been reviewed with the City and modifications have been made. Mn/DOT is in the process of resolving the remaining issues with the City. City of Minneapolis In a resolution dated October 13, 2000, the City of Minneapolis requested that Mn/DOT and the NCDA evaluate the feasibility of locating the Northeast Minneapolis station site at 7th Street Northeast. The Metropolitan Council requested the same evaluation based on the sites better connections with buses, and a link to a future commuter rail line to St. Paul and Hastings. Following this action, the City of Minneapolis held several community meetings and over the course of time introduced a conceptual site plan. This plan was then revised according to public comment and technical review. In December 2000, the city council issued a resolution which approved the proposed 7th Street Northeast station location, pending the findings of a supplemental environmental document and subject to the provision of a 30-day review and public comment period. The Supplemental Environmental Information document to the Northstar Corridor DEIS was issued on February 6, 2001. See Section IV for more information on the DEIS. E. Responses to City Resolutions from the NCDA and the Commissioner of Transportation Although not required to by state law, the NCDA and Mn/DOT issued a joint response to each city's resolution. Responses can be found in Appendix E.2. F. Review of the Advanced Corridor Plan by the Saint Cloud APO and the Metropolitan Council According to Minn. Statutes §174.86, the NCDA and Mn/DOT must submit the Advanced Corridor Plan to the Saint Cloud APO and the Metropolitan Council for review and to ensure consistency with their regional development guides. The Advanced Corridor Plan was submitted to Saint Cloud APO and the Metropolitan Council on December 14, 2000. The Saint Cloud APO held a public hearing on January 2, 2001, and approved the Advanced Corridor Plan on Northstar Corridor Development Authority 19 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 January 25, 2001. The Metropolitan Council held a public hearing on January 25, 2001, and approved the Advanced Corridor Plan on February 14, 2001. Saint Cloud APO and Metropolitan Council responses can be found in Appendix E.3. G. Continued Development Together with the Draft Environmental Impact Statement, the Advanced Corridor Plan became part of the foundation for the next phase of project development, the Preliminary Engineering Plan. According to Minn. Statutes §174.80 subd. 3, Preliminary Engineering Plan means a commuter rail plan that includes all the items in the Advanced Corridor Plan that relate to the facilities proposed for construction, but with additional detail and specificity as needed for construction and operation. NCDA received approval to enter into preliminary engineering on June 22, 2000. See Section VII for a description of preliminary engineering activities. Mn/DOT has agreed that the preliminary engineering plans for stations will be submitted to the cities for review and comment for consistency with the resolutions and other city concerns. Northstar Corridor Development Authority 20 -aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 PRELIMINARY ENGINEERING Preliminary Engineering A. Introduction Upon completion of the planning steps required by the FTA and by the State of Minnesota, the NCDA received approval to commence preliminary engineering ("PE"). This phase is intended to take the project from conceptual design to a 30% design level. For the Northstar Project, the NCDA divided the work into three elements as summarized below. The elements include: the PE on track and signal improvements, BNSF preliminary engineering agreement and PE on the stations, maintenance facility, communications and central control facility, layover facilities and related track work. B. Track and Signal Improvements. 1. Background On February 3, 2000, NCDA authorized the issuance of a Request for Proposals for Preliminary Engineering of Track and Signal improvements on the BNSF railroad. Three responses were received and evaluated. A contract with Toltz, King, Dural, and Anderson (TKDA) was approved by NCDA on April 6, 2000. The work plan for TKDA includes development of plans, specifications and estimates for the full list of fifteen track capacity improvements as proposed by BNSF. It was anticipated, however, that the list of projects actually developed to full PE would be reduced based upon the capacity modeling completed by Mainline Management, Inc. and ultimately agreed to by BNSF. The project timeline was six months beginning with Notice to Proceed. The contract work effort began with a kickoff meeting on September 6, 2000. The startup work included preparing base mapping and general signal layouts which would accommodate all improvements contemplated by either list. Since the BNSF and NCDA had not reached agreement on the list of capacity improvements, BNSF declined to provide input or review the design of the track and signal improvements. In February, 2001, the Project Team reviewed both lists of improvements in an attempt to define overlap or similar projects from each list in order to continue cost effective development of engineering plans that would serve both lists. It was apparent that while the base mapping, profiles, plan sheets, and signal Northstar Corridor Development Authority 21 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 specifications developed to date were necessary and supportive of both lists, there were few, if any, projects that were fully correlated with both lists. The Project Team agreed that it would not be cost effective to proceed to full PE development of both lists of improvements. It was therefore determined that PE work for track and signals would continue to develop as much background information and plan sheets as possible yet stop short of full PE for either list pending some agreement with BNSF. On April 5, 2001 the contract for Track and Signal improvements was assigned by NCDA to Mn/DOT. 2. Results Mn/DOT directed TKDA and sub-consultants to proceed to develop a PE package for both lists of projects simultaneously. The exception was to exclude two projects, i.e. Third Main Track and the Siding at Coon Creek from the full list of BNSF proposed improvements. Such development would enable Mn/DOT to submit a dual package of PE defined improvements to FTA by the newly imposed FTA deadline of June 1, 2000. C. BNSF Preliminary Engineering Agreement 1. Background Capacity improvements undertaken on the BNSF railroad will be designed through preliminary engineering by NCDA/Mn/DOT. Construction may commence for many of the improvements without further design effort. More complex projects will require additional design refinement beyond PE. In order to assure that BNSF, the ultimate owner of the improvements, is satisfied that appropriate standards and design criteria are met, an agreement between NCDA and BNSF was developed. The agreement proposed to compensate BNSF for engineering staff time spent in reviewing engineering drawings and providing input into design criteria and decisions. After lengthy negotiations, contract language was agreed upon by BNSF and NCDA staff and the agreement was submitted to BNSF for execution on November 17, 2000. In letter from Carl Ice, BNSF dated December 5, 2000, NCDA staff learned that BNSF would not sign the document pending agreement on the final list of capacity improvements for the Northstar Corridor. Northstar Corridor Development Authority 22 'aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 2. Results Preliminary engineering for capacity improvements to the BNSF railroad have been developed essentially by TKDA and their sub- consultant, Twin City Signal, based upon their respective extensive knowledge and experience with the BNSF system and standards and without any formal BNSF input or review. D. Preliminary Engineering on Stations, Maintenance Facility, Communication and Control Center, Layover Facility and Related Trade Work. 1. Background On June 28, 2000, NCDA authorized the issuance of a Request for Proposals for Preliminary Engineering of commuter rail stations, maintenance facility, communication and control center, layover facilities, and related track work. Two responses were received and evaluated. A contract with URS/BRW was approved by NCDA on September 7, 2000. The work plan for URS/BRW includes development and packaging of all documentation necessary to complete preliminary engineering (approximately 30 percent completion of design) for 12 commuter rail stations, central control facility, vehicle maintenance, layover facilities, and accompanying track work for the Northstar Corridor between downtown Minneapolis and Rice. In addition, the concept plans for system elements such as train operations, system safety and security, and general communications would be refined to PE level. The work plan also included development of a refined cost estimate and a Project Management Plan. Finally, all work would be fully documented and packaged, including work developed by BRW in a previous contract with NCDA and track and signal engineering developed by TKDA under separate contract with NCDA, and submitted to FTA. The project timeline was 6 months beginning with URS/BRW receipt of Notice to Proceed on October 19, 2000. Per NCDA direction, very specific project deliverable milestones were established for the various project tasks. A monthly project Status of Design report was submitted by the Consultant with detail information regarding project progress, schedule, and issues by task. As directed by NCDA Resolution 2001-06, Mn/DOT assumed project control on June 1, 2001. Northstar Corridor Development Authority 23 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 = Results a. On June 1, 2001, the Preliminary Engineering package for the Northstar Corridor Project was submitted to the FTA by Mn/DOT. (Note: All PE Documents are on file in the Anoka County Government Center). The engineering and project design to date includes the following documents: VOLUME 1 A. Rail Stations: Standard Directive Drawings:Drawings of station elements that are consistent throughout the system. Examples include civil directives; landscape details; platform drawings; architectural drawings; mechanical, electrical, and structural drawings. Configuration Drawings: Detailed plan sheets for each station reflecting the distinct design of the station. Examples include: existing conditions; station layout; grading; utilities; platform; site lighting; platform electric; landscape; overpass/underpass. B/C.Track and Signal Improvements Plan sheets showing construction detail for track and signal improvements that increase track capacity. D. Multimodal Connection: Alignment, profile, and construction details for the Northstar-Hiawatha multimodal connection. E. System Signage and Graphics: Directive drawings of signs that provide information on the station site, wayfinding, and system utilization. Includes specific station site configuration drawings indicating sign location. F. Outline Specifications for Rail Stations and Track and Signal Improvements: Rail stations: Design criteria for station site development including all circulation systems, hard surface elements, landscaping and site amenities. The criteria are based upon standards related to vehicle and pedestrian Northstar Corridor Development Authority 24 __. -aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 circulation, visual aesthetics, urban development, civil and environmental engineering, and systems maintenance. They are generally applicable to all stations. The Design Criteria are also based upon goals and objectives for station development adopted by the NCDA Board on June 3, 1999. The NCDA also approved the Station Design Criteria on May 3, 2001. (See Resolution 2001-03 in Appendix F.1)Additionally, the BNSF has reviewed and provided comment on the Design Criteria. Track and Siqnal Improvements: Includes outline specifications for construction of the various components of the capacity improvement projects. VOLUME II A. Maintenance Operations/Facilities Program Report and Design Report: The Maintenance Service and Inspection Facility is located at the "Cargill south" site in Elk River, about ¼ mile south of the Elk River Station on the southerly side of the BNSF tracks. The Program Report provides the basis for facility design. It describes space requirements and relationships for the activities planned for the facility. The Design Report builds on the Programming Report by describing the activities that will occur at the S & I facility at Elk River and the Layover facility at Rice. It provides information on the site and track layout; lighting; landscaping; structural; architectural; mechanical; electrical codes; and outline specifications. A detailed cost estimate and equipment catalog cut sheets are included. B. Maintenance/Operations Facilities: Drawings Preliminary engineering drawings of the Service and Inspection and Layover Facilities. The detailed site plans include: existing conditions; site layout; grading; utilities; and landscaping. Additionally, there are track work plans; building architectural plans; structural, mechanical, Northstar Corridor Development Authority 25 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 electrical, and equipment drawings. VOLUME III SYSTEM WIDE COMPONENTS Provides a summary of six system wide elements including: A. Initial Operations Plan Describes train operating assumptions; service schedule; equipment utilization and the initial staffing plan. B. Fleet Procurement and Cost Estimate: Describes the equipment concept and fleet size: 5 locomotive, 12 trailer coaches, and 6 cab cars. Includes a detailed procurement schedule commencing in October, 2001 and culminating with system startup in December, 2004. C. Fare Collection Plan: Provides general design criteria for fare collection media and equipment; procurement strategies and a cost estimate. The general concept is that equipment be compatible with Metro Transit and Hiawatha LRT to capitalize on economies of scale in equipment procurement and maintenance as well as provide familiar equipment and seamless service to patrons. D. Operations Center and Communications: Describe the communication requirements, functions and design. Includes communication with BNSF dispatchers, train crews, passenger information, Mn/DOT, and emergency services. E. Preliminary System Startup: Defines system start up needs and cost estimate. F. Procurement Plan: Defines and evaluates various procurement strategies and makes recommendations for procurement of the various elements of the Northstar Project. VOLUME IV PROJECT MANAGEMENT A sixteen chapter description of the project and organizational structure developed to manage the Northstar Project through final design, construction and Northstar Corridor Development Authority 26 r~raft Status Report on the Northstar Commuter Rail Project. June 7, 2001 operations. The Chapters include: 1. Project Overview 2. Project Organization 3. Financial Requirements 4. Quality Management Plan 5. Final Design Program 6. Construction Managements Plan 7. Testing and Start-up Program 8. Program Management and Control 9. Procurement 10. Real Estate Acquisition Program 11. Human Resources and Labor Relations 12. Risk Management and Insurance 13. System Safety and Security 14. Communications and Public Involvement 15. Legal Requirements and Agreements 16. Fleet Management Plan VOLUME V CAPITAL COST ESTIMATE Provides current (2001) and year of construction (End of 2004) capital cost estimates for the Northstar Project. Estimates are provided in both summary and detail. Year 2001 costs are inflated for 3.5 years to end of 2004 at a rate of 3.75 percent per year. The estimate includes engineering and contract administration costs of 20 percent and contingency allowances of 15 percent. The total capital cost estimate for the Northstar Commuter Rail project is $260,693,800 (2004 Dollars). VOLUME VI MINIMAL OPERABLE SEGMENT (MOS) As requested by FTA, the project was divided into shorter segments and analyzed for cost impacts. The segments reviewed include Minneapolis to Elk River with incremental additions of Big Lake, East St. cloud, and finally the full project at Rice. The segments are reviewed for the incremental change in capital cost, operating cost, and ridership to determine an annualized cost per rail rider and a cost effectiveness indicator for the initial segment to Elk River, and for each subsequently longer section. Northstar Corridor Development Authority 27 Draft Status Report on the Northstar Commuter Rail Project. June 7, 200'/ The NCDA Board is on record in support of the full length project between downtown Minneapolis and Rice. (See NCDA Resolution 2001-4 Locally Preferred Alternative) VOLUME VII FINANCIAL PLAN The plan identifies sources and uses of funds to support both capital and operating plans. It also includes a cash flow analysis. bo Expenditures through May 31, 2001, are , of a total contract amount of $998,210. It is expected that the final invoice amount including a significant effort to finalize and assemble all of the documentation for FTA submittal during the month of May will result in a very minimal contract balance. Northstar Corridor Development Authority 28 . ~ -aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 VIII BNSF NEGOTIATIONS BNSF Negotiations A. Commuter Rail Demonstration Projects 1. Background The NCDA had discussions with BSNF regarding the two commuter rail demonstration projects that the NCDA sponsored in the corridor in July, 1997 and August, 2000. The NCDA had extensive negotiations with BNSF regarding dispatching services and the right to use the BNSF freight mainline between St. Cloud and Minneapolis for these two demonstration projects. 2. Results Successful demonstration projects in July, 1997, and August, 2000, utilizing the BNSF right of way. For more information on the demonstration projects, see Section IX.F. Preliminary BNSF Negotiations Letter of Commitment The first step in the process of developing a partnership with BNSF was to determine whether BNSF was willing to work with the NCDA to develop the commuter rail service on the BNSF railway. Congressman Jim Oberstar, a key proponent of the project, requested that BNSF sign a letter of commitment to the Northstar Project; and on May 13, 1999, Congressman Oberstar and Northstar officials met with BNSF officers. Matthew Rose, Chief Operating Officer, presented a letter stating BNSF's commitment to work with the NCDA and the conditions or principles that BNSF will apply when commuter service is proposed on a line that BNSF intends to continue to own. Commuter Rail Principles (a) In the letter of commitment, dated May 13, 1999, Mr. Rose included the BNSF Commuter Rail Principles (See Appendix G.1 for BNSF Correspondence and Commuter Rail Principles). BNSF's fundamental principle is that commuter service cannot degrade freight service and all costs and liabilities arising out of the commuter service must be borne by the public. On August 18, 1999, BNSF officials presented its Commuter Rail Principles to the NCDA Negotiating Team. Northstar Corridor Development Authority 29 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 On September 28,1999, the NCDA team presented to BNSF the Northstar's Commuter Rail Guiding Principles. This document is intended to have the negotiating parameters from the public perspective. Northstar's principles set forth its expectations for service, allocation of cost and liability, capital investments and roles and responsibilities. (b) Result: BNSF and NCDA representatives generally agreed to the principles, recognizing that the real negotiations will occur in the translation of the principles into contract terms and conditions. Identification of Necessary Capacity Improvements for Northstar Commuter Rail Project All reports and correspondence referenced in Vll.C are included in Appendix G. BNSF Capacity Modeling Services. (a) Background On June 5, 1998, the NCDA entered into an agreement with BNSF to complete a rail capacity study as part of an assessment of the feasibility of the commuter rail service between St. Cloud and Minneapolis. As part of the analysis, BNSF simulated current (1998), projected 2003, and projected 2020 freight traffic and then added the proposed commuter rail service to the system. The analysis resulted in a list of capacity improvements necessary to maintain base levels of freight service while accommodating the proposed commuter service. (b) Results BNSF concluded that addition of commuter rail service to the BNSF line is feasible for both the 2003 and 2020 Freight/Amtrak cases subject to the implementation of the BNSF developed list of fourteen capacity improvements. The "Capacity Analysis for the Northstar Corridor Commuter Rail Study", March 31, 1999, is included as reference. Mainline Management Modeling Services (a) Background A thorough review of the BNSF capacity analysis was Northstar Corridor Development Authority 30 -aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 completed by Mr. David Mahle, BRW and reported on April 12, 1999. The conclusions reached were that the BNSF Feasibility Study indicated more capacity upgrades than should be required to accommodate BNSF freight growth and the proposed commuter rail schedule. It was, therefore, recommended that further simulation analysis by a separate independent consultant be completed in order to assure NCDA of the modeling results and required capacity improvements. On May 6, 1999 the NCDA retained Mainline Management, Inc. to review all assumptions and inputs used by BNSF for its simulation work and to independently simulate and analyze BNSF current and projected future freight operations as well as the proposed commuter rail service. MLM reviewed BNSF results through state of the art computer simulation using the Railway Analysis & Interactive Line Simulator (RAILS). During review of the BNSF Capacity Analysis, MLM disagreed with a number of BNSF assumptions regarding freight operation and dispatching methodology. Consequently, BNSF, upon internal review of their own March, 1999 Capacity Analysis decided that several modifications to their initial study analysis and simulation needed to be made. In essence, the study area was expanded; delay at Northtown yard was arbitrarily increased; and the refueling and inspection scheduled to move to Minor, North Dakota, would be retained at Northtown. (b) Results: (i) The BNSF issued a revised Capacity Analysis Reports dated August 27, 1999, which documents the revised assumption and expands the March, 1999 list was expanded to twenty-nine improvements required to implement the 2003 Freight/Amtrak and Commuter Rail System. Also, BNSF identified a total of thirty-six capacity improvements that would be required by 2018 FreightJAmtrakJcommuter Rail system. See report BNSF August 27, 1999. The report provides documentation for a June 30, 1999, BNSF memo summarizing the analysis and providing a Northstar Corridor Development Authority Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 consolidated list of fifteen required improvements for the 2003 Freight/AmtraldCommuter Rail System. (ii) On December 1, 1999, MLM issued an Interim Report Capacity Simulation for the 1998 and 2003 Base case between E. St. Cloud and Minneapolis. MLM found that the addition of the capacity upgrades (BNSF list of 15) proposed by BNSF would improve overall freight transit time by 8.8 percent and reduce freight delay by 30.2 percent. MLM stated, "The freight performance improvements are an indication that the capacity enhancement list provided by BNSF is more extensive than required to mitigate the effects of commuter operation or freight mobility across the network." (iii) On February 18, 2000, MLM issued a full report on their capacity simulations for the Northstar Corridor. The conclusion was that seven projects included in the BNSF list could be eliminated while still improving the overall functionality and capacity of the corridor for freight and the proposed commuter rail schedule. (iv) On March 14, 2000, BNSF responded to the MLM report. After several meetings and discussions, BNSF concluded that the simulation program (RAILS) utilized by MLM could not be effectively analyzed by BNSF nor offered valid comparison to the Dispatch Planing Model (DPM) utilized by BNSF. BNSF further suggested that it would be possible to compare and reconcile the two studies if MLM were to model the project with DPM. (BNSF letter from Larry Hahn to David Mahle, MLM dated March 14, 2000.) NCDA agreed to model the network using DPM. (April 25, 2000, letter from Tim Yantos to D.J. Mitchell, BNSF.) (v) On May 4, 2000, MLM reported preliminary results of the DPM computer simulations of the 2003 freight only and 2003 freight and commuter rail service. As expected, the DPM results using the same improvements MLM had previously modeled in RAILS, showed even greater improvement in freight Northstar Corridor Development Authority 32 'r~raft Status Report on the Northstar Commuter Rail Project. June 7, 200f delay and transit time. The DPM modeling showed that adding the capacity improvements proposed by MLM would reduce freight delay by 22.4 percent and reduce total transit time by 6.5 percent. (D. Mahle memo dated May 4, 2000.) (vi) On May 30, 2000, a meeting with BNSF and MLM was held at BNSF headquarters in Fort Worth, TX to discuss results of MLM's most recent simulations of the Northstar Corridor. (vii) BNSF and MLM continued to meet and exchange memoranda regarding disagreement with model inputs, assumptions, dispatching, operations, and physical plant. One additional important factor is that BNSF continued to simulate using DPM version 5.27 while MLM used the latest DPM version 5.37. The earlier version used by BNSF was no longer supported by the vendor due to improvements made to later releases. The earlier versions was therefore not available to MLM because it had become obsolete. The later version was available to BNSF, however, they chose not to use it. 3. Final Phase of NCDA Capacity Negotiations The final phase of the NCDA~s capacity negotiation occurred in the Fall of 2000. The intent of this phase to reach a level of policy agreement over the necessary improvements and to settle the disagreements between the modelers by closing out the capacity modeling exercises. The following summarizes the steps taken and the exchange of positions between the NCDA and BNSF. Results (a) November 17, 2000. Meeting at BNSF in Chicago with DJ Mitchell and Pat Casler. BNSF agreed to use Mainline Management list of 14 - 15 projects as the "base". DJ Mitchell agreed that we need to close out the capacity modeling, but indicated that there were additional improvements that were likely to be necessary at the Minneapolis Junction. (b) Telephone conversation between DJ Mitchell and Tim Yantos. DJ said that the NCDA did not need to worry about any improvements north of Northtown. The NCDA should focus on Northstar Corridor Development Authority 33 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 Minneapolis Junction. (c) December 5, 2000. Conference call with Matt Rose, et al., confirming that the key omissions include improvements around Minneapolis Junction and that the focus of negotiations should be on the scope and not the costs of the project. (See also letter from Carl Ice, BNSF, dated December 5, 2000 and response from Yantos and Mukhtar Thakur, dated December 13, 2000.) (d) January 5, 2001. Letter to Betsy Wergin from Cecil Selness, Mn/DOT, notifying the NCDA of Mn/Dot's intent to take over the control and project management of the Northstar commuter rail project. Mn/DOT copied Matt Rose, Carl Ice, and DJ Mitchell at BNSF. (e) January 19, 2001. Mn/DOT and NCDA team met with BNSF in Fort Worth. BNSF changed its position asserting that the entire BNSF list of previously identified capacity improvements were necessary for commuter rail. The parties agreed that additional modeling was necessary to resolve disputes over modeling practices and inputs. It was further agreed that the parties would utilize yet another new simulation model. "Rail Traffic Coordinator, (RTC), and would identify and agree to procedures for resolving disputes. (f) On February 23, 2001, MLM met with BNSF to discuss the BNSF data conversion and standards development for modeling the Northstar Corridor with Rail Traffic Coordinator (RTC). MLM found the model conversion incomplete and the standards lacking in clarity. In general, operating restrictions and assumptions were deemed overly restrictive. The Feb. 26 memorandum to T. Yantos from Bob Patton, MLM< provides the BNSF Northstar Operating Assumptions and the MLM analysis. (g) On March 28, MLM again met with BNSF to review RTC model criteria. The updated BNSF Northstar Operating Assumptions as well as MLM analysis and critique of those assumptions is included in the March 29 memo from Bob Patton, MLM to Mukhtar Thakur, Mn/DOT. The MLM conclusion is that "BNSF's latest requirements are more stringent than any we have previously received." Northstar Corridor Development Authority 34 '~raft Status Report on the Northstar Commuter Rail Project. June 7, 2001 D BNSF Construction and Operating Agreements 1. Background In early discussions regarding the Northstar Commuter Rail Project, BNSF representatives stated that a fundamental condition was that BNSF would dispatch and operate any commuter service operating on its railway and it would construct the necessary capacity requirements to its property. The NCDA agreed, after clarifying with the FTA that this approach was permissible in light of federal procurement requirements. Recognizing the complexity of the construction and operating agreement, the NCDA undertook a variety of steps to prepare for negotiations. This section of the report will summarize the steps taken and the preliminary discussions with BNSF. 2. Discussions with other Commuter Rail Systems The NCDA's first step in preparing for negotiations was to understand the parameters of commuter rail service, thus NCDA officials and staff met with elected and staff representatives of the following commuter rail systems: (a) (b) (c) (d) (e) (f) (g) (h) (i) (J) (k) North County Transit District Coaster (San Diego) Los Angeles Metrolink San Jose ACE Chicago Metra Seattle Sound Transit Vancouver West Coast Express Philadelphia SEPTA Dallas/Fort Worth Trinity Railway Express Long Island Railroad Toronto GO Transit San Francisco Caltrans. Results: These meetings provided valuable information regarding the negotiation process, key terms and conditions, performance standards, political considerations, community involvement and risk and liability issues. The Seattle system proved most closely analogous, because Sound Transit was in the process of completing its negotiations with BNSF in 1999-2000 for the construction and operations of the Sounder. Seattle's Agreements were finalized in the summer of 2000. Further, BNSF indicated that it believed the Seattle Agreements would be useful models for the Northstar Project. As a result, NCDA officials and staff have had numerous discussions Northstar Corridor Development Authority Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 with Paul Price and other Sounder officials to garner as much information as possible regarding negotiations and the resulting agreements. 3. Legal research In 1999, the NCDA issued a RFP for Legal Services to assist in negotiating and drafting the Agreements. The NCDA retained Harkins Cunningham and Bob Kessler, the attorneys that represented Seattle in its negotiations with BNSF. In addition, the NCDA retained Byron Olsen of the Fellhaber Larson & Fenlon law firm to act as local legal counsel. When Mr. Olsen retired, Lindquist & Vennum was retained to address issues of Minnesota law. Results: To build the foundation for the Agreements, the NCDA requested its legal advisors to prepare a number of opinions, addressing issues relating to: · Bonding Restrictions and Financing · State and Local Taxation · Liability and Insurance Issues · Amtrak Reform and Accountability Act · Whistleblowing at railway/highway grade crossings. 4. Agreement in Principle In the Oct.-Dec. of 2000, the NCDA negotiating team developed a draft list of major business terms and a detailed outline of key terms for the BNSF Construction and Operating Agreements. This document was intended to form the basis for an Agreement in Principle with BNSF and was viewed as a tool to further the negotiating process. The terms and conditions were based on the Seattle Agreements, but modified to reflect the Northstar Project. Result: This document was not presented to BNSF, due to the changes in project management and negotiating responsibility. (a) Risk Management Goals BNSF's Expectations. In preliminary discussions in 1999, BNSF representatives stressed their company's position that the risk and liability aspects of the project would need Northstar Corridor Development Authority 36 *aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 (b) (ii) to be managed so that BNSF would be protected against any liability that in any way resulted from the Northstar commuter rail project. NCDA's Goals. The NCDA wished to address BNSF's expectations, while protecting the NCDA, all of its members and other interested stakeholders. The NCDA, its members and Mn/DOT needed to cover risks associated with the design and construction of the project. It was assumed that Mn/DOT would also need to cover risks arising from operations. The NCDA wanted to establish a cost-effective and comprehensive risk management program that address these risks and avoid the need to rely on a patchwork of contractors' insurance policies. Risk Management Program (i) From the inception of the project, the NCDA has required that its contractors carry insurance naming the NCDA and its members as additional insureds on contractors' general liability insurance policies. Whenever possible, the NCDA has obtained indemnification from the contractors. In addition, the NCDA purchased liability insurance through the League of Minnesota Cities Insurance Trust to protect the NCDA and its members for claims arising out of NCDA operations. Coverages include Directors and Officers and Land Use claims. (ii) In 1999, the NCDA began to explore options for a formal risk management program for the commuter rail project. Because federal law caps BNSF's liability at $200,000,000 per accident, the NCDA wished to explore options that would provide coverage at that level. For purpose of planning, the NCDA divided the risk management program into two phases: the design and construction phase and the operations phase. On March 16, 2000, the NCDA submitted a Request to Enter Preliminary Engineering to the Federal Transit Administration (FTA). This request included a Project Management Plan which committed the NCDA to develop a risk management plan during the Northstar Corridor Development Authority 37 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 (iv) preliminary engineering phase of the project. The Project Management Plan divided the project into three risk management phases: the design period, the construction/installation period and the operational period. Design and Construction Phases: (1) The NCDA stated that it would explore the feasibility of establishing an owner-controlled insurance program (OCIP) or "wrap-up" program for the final design and construction periods. This was an attractive option to the NCDA because it offered the possibility of providing comprehensive, cost- effective coverage that would facilitate the participation of DBE businesses in the project. (2) In May 2000, NCDA staff met with representatives of Minnesota Department of Administration and Mn/DOT to discuss and coordinate the risk management aspects of the project. At the meeting, discussions focused on BNSF's expectations that it would be indemnified and insured by the State, as well as on the NCDA's desire to establish a comprehensive risk management program for the design and construction phase of the project. The result of the meeting was that the NCDA was free to explore whatever insurance program it believed was in its best interest. (3) The NCDA continued to explore the possibility of an OCIP or wrap-up insurance program and determined that it needed additional expert advice to determine whether this would be feasible. If such a program was feasible, the NCDA wished to implement the program prior to entering final design of the project. (4) NCDA staff drafted a Request for Qualifications for Insurance/Risk Management Services designed to establish a list of insurance consultants or brokers experienced in the OCIP or wrap-up programs. The NCDA staff proposed that the NCDA would then issue a Request for Proposals Northstar Corridor Development Authority 38 ~raft Status Report on the Northstar Commuter Rail Project. June 7, 2001 to the pre-qualified list of vendors that would require a more comprehensive description of the risk management program being proposed. (5) On December 27, 2000, NCDA staff met with representatives of Minnesota Department of Administration and Mn/DOT to discuss the risk management aspects of the project and the proposed RFQ. The Department of Administration staff believed that selection of an insurance broker was premature and Mn/DOT refused to authorize issuance of the RFQ. (v) Operations Phase. BNSF's expectation that it will be indemnified and insured for all risk associated with operation of commuter rail service has been discussed with representatives of Mn/DOT, the Department of Administration and the Attorney General's Office. This is an issue that Mn/DOT must address prior to entering into the operating agreements. Northstar Corridor Development Authority 39 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 PUBLIC INFORMATION AND INVOLVEMENT ACTIVITIES Public Information and Involvement Activities. A. Introduction The NCDA was created, in part, as a direct means to ensure community representation and participation in all aspects of the Northstar commuter rail project. As set forth in the Joint Powers Agreement as amended, the NCDA represents all counties, cities and townships in the Northstar Corridor, which provides these communities the opportunity to be directly involved in the decisionmaking process. In addition, the NCDA has conducted a variety of public information and involvement activities to provide residents and businesses in the Northstar Corridor an opportunity to access information and provide input. In summary the Northstar Corridor approach is to: communicate with and involve local residents in refining the proposed alternatives, especially for locating stations and planning the land use/development around the commuter rail alternative stations; communicate with and educate the public, neighborhoods, and agencies along the corridor study area on the opportunities and impacts the project presents for their community and/or area of interest; involve local residents in the NCDA decision-making process thereby creating a sense of public ownership of the project; gain insights into issues of greatest concern or interest to the public and municipalities of the study Corridor and incorporate them into decision-making factors; and meet or exceed the requirements and intent of federal, state, and local public involvement policies in a manner that is consistent with the National Environmental Policy Act (NEPA) process. The NCDA can say with confidence that its public information and involvement activities have been hugely successful. This success is quantified by the fact that 92% of corridor residents are aware of the Northstar Corridor Rail Project and 80% think that it's a good idea. These activities and their outcomes are outlined in Section IX.E. through IX.H. Northstar Corridor Development Authority 40 ~raft Status Report on the Northstar Commuter Rail Project. June 7, 2001 B. Federal Requirements NCDA recognizes that the FTA places high priority on public information and involvement. NCDA has repeatedly designed highly effective public information and involvement strategies to meet FTA requirements and serve the residents and businesses of the Northstar Corridor. Specifically, these requirements state: "effective public involvement process provides for an open exchange of information and ideas between the public and transportation decisionsmakers. The overall objective of an area's public involvement process is that it be proactive, provide complete information, timely public notice, full public access to key decisions, and opportunities for early and continuing involvement (23 CFR 450.212(a) and 450.316(b)(1))... A good indicator of an effective public involvement process is a well informed public which feels it has opportunities to contribute input into transportation decisionmaking processes through a broad array of involvement opportunities at all stages of decisionmaking...The ISTEA specifically identifies various segments of the public and the transportation industry that must be given the opportunity to participate, including citizens, affected public agencies, representatives of transportation agency employees, other affected employee representatives, private providers of transportation and other interested parties (e.g., U.S.C. 134(h))." C. Procurement To carryout NCDA public information and involvement activities, the NCDA contracted with firms astute in both public information and involvement strategy and implementation. The NCDA contracted with Shandwick International, Inc. for the period of May 1999 through August 2000. The NCDA contracted with Himle Horner for the period of November 2000 through December 2001. D. Strategic Plan for Public Information and Involvement Shandwick International developed the Strategic Plan for Public Information and Involvement for June 1999 through December 2000, attached in Appendix H.I. The primary objective of the plan was to involve the public in the development of the Major Northstar Corridor Development Authority Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 Investment Study and the Draft Environmental Impact Statement, while at the same time adequately explaining the process and keeping the public informed. The Plan outlines goals, key audiences and key messages, as well as specific public information and involvement strategies. E. Results: Public Information Tools 1. Project Updates The Project Update is published following each monthly NCDA meeting. It keeps people informed about the Northstar commuter rail project and the actions taken by the NCDA. It also acts as a briefing for representatives to take to their local jurisdictions. The Project Update is sent to approximately 1,000-1,500 names/addresses on a mailing list of public officials and other interested parties. Requests to be added to the list occur frequently. Thirty-five Project Updates have been completed as of May 15, 2001. An example of the Project Update can be found in Appendix H.2. 2. Newsletters The NCDA has issued nine newsletters to its distribution list of approximately 1,000-1,500 names/addresses. In many cases, the newsletter served as a vehicle to inform the public of upcoming public involvement opportunities. A sample newsletter can be found in Appendix H.3. An example of the content of two such newsletters is as follows: Northstar News, Number 4 was issued in September 1998. This newsletter focused on inviting the public to the October 1998 Open Houses, the schedule for the commuter rail feasibility study, and the major investment study. It also described the transit technologies to be considered, identified the initial potential station locations along the Corridor, and summarized coordination activities with BNSF Railroad. Northstar News, Number 5 was issued in April 1999. Topics included: highlighting additional support for commuter rail, feasibility of commuter rail, connection of the Northstar Corridor with the Hiawatha LRT, upcoming station area planning workshops, and next steps. 3. Corridor-wide Mailing The NCDA has completed two corridor-wide mailings, which were Northstar Corridor Development Authority 42 -aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 distributed to approximately 300,000 names/addresses along the Corridor. The subject of the corridor-wide mailings are described below. See Appendix H.4 for a sample corridor-wide mailing. Northstar News, Number 6 was issued in February 2000 to invite the public to the Public Information Open Houses in February/March 2000 and update the public on the status of the project. Northstar News, Number 9 was issued in May 2001. It announced support for the project from the governor, an update of project progress and detailed background information from the Advanced Corridor Plan. 4. Fact Sheets The Northstar Corridor fact card and fact sheet provides basic information about the Northstar commuter rail route, stations, estimated daily ridership, project timeline, funding, rail cars and contact information. The fact card is wallet size for easy reference, while the fact sheet provides more detail. Both information pieces have been updated routinely and distributed at open houses, workshops, presentations and events. A sample fact card and fact sheet can be found in Appendix H.5. 5. Web Site The Northstar Corridor Web site, created in 1998, has been an efficient and effective way to communicate information about Northstar commuter rail. The Web site posts information about the Northstar transportation corridor, a route map, answers to frequently asked questions, a selection of public comments about the project and updates on news and events. The Web site also encourages people to get involved in the project and contact NCDA staff with their questions. It was overhauled in the spring of 2001 for improved ease of use and navigation and to make information more accessible for those wishing to learn more about the project. A new function was included that would allow people to sign up to be sent electronic updates as new information because available. The Web site is routinely updated to provide current information. Visit www.northstartrain.orq to view the Web site. 6. Media Alerts and News Releases Dozens of news releases or media alerts have been submitted to media along the Northstar Corridor since the inception of the Northstar Corridor Development Authority 43 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 project. The subjects have ranged from results of major studies, to the announcement of the selection of commuter rail as the major component of a transportation strategy in the corridor, to the announcement of upcoming public meetings. The last two years of news releases are posted on the web site at www.northstartrain.orR. 7. Newspaper, Radio and Television Coverage The Northstar commuter rail project has received extensive media coverage. Frequently in the news, opinion and editorial sections of the Minneapolis Star Tribune, St. Paul Pioneer Press and St. Cloud Times, the Northstar project was also discussed on WCCO-am, MPR (specifically the St. Cloud station) and other Corridor radio stations. Corridor daily and weekly newspapers ran innumerable articles on the continuing developments of the project. Occasional mentions on television also occurred. A recent survey showed that 92 percent of Northstar Corridor residents were aware of the project with 80 percent approving it. Clearly, this project is an important one to residents, media and elected officials alike. Commuter rail demonstrations in 1997 and 2000 resulted in saturation coverage by all television news channels as well as numerous radio stations and print outlets. 8. Crisis Communications Plan The purpose of the Crisis Communication Plan is to ensure that the public would be fully informed in a reasonable manner in the event of crisis in the Northstar Corridor. The Crisis Communications Plan provides guidelines, techniques, reference information and prepared documents to expedite the crisis communications process. As a practical document, the Plan provides: · Policies and procedures incorporating best practices from other organizations that are adapted to NCDA's unique situations. · A description of the Project Administration Team and responsibilities of members of a Crisis Communication's Team. · A checklist of basic steps and a compilation of information needed in the event of a crisis situation. Northstar Corridor Development Authority 44 ~raft Status Report on the Northstar Commuter Rail Project. June 7, 2001 F. Results: Public Involvement Tools 1. Commuter Rail Demonstration Projects Two commuter rail demonstration projects provided Northstar Corridor residents and businesses the opportunity to learn about commuter rail and ride the train. Both events acted as a catalyst for media coverage and future public involvement events. (a) July 1997 The first Demonstration Project was held on July 1, 1997, and acted as a kick-off for Northstar Corridor public involvement activities. More than 1,500 people rode a commuter train (the Flexliner) and attended events in St. Cloud, Becker, Elk River, Coon Rapids, and Minneapolis. This demonstration project served to ignite the public and is the foundation of the on-going public involvement program. (b) August 2000 On August 10, 2000, the second Demonstration Project was held. It offered one VIP and three general public trips on two bi-level commuter rail cars provided by Bombardier and Seattle's Sound Transit. AMTRAK provided one locomotive, and Burlington Northern Sante Fe, the owner operator of the rail system in the Northstar Corridor, provided the other. The Demonstration Project achieved its goal to inform the public about Northstar Corridor commuter rail and allowed nearly 2,000 people to ride the train. The Demonstration Project consisted of four trips and included stops at the following proposed station sites: Downtown Minneapolis, Coon Rapids (Foley), Fridley, Elk River, Big Lake, and St. Cloud. The public information materials helped make the event a huge success. Handout materials included: · Cardboard train cutout, · Fact card about Northstar Corridor commuter rail, · Northstar Corridor button (noting the Web site), · Brochure about the Twin Cities' Commuter Rail System Plan, written by Mn/DOT, · Fact sheet about the Regional Transit Master Plan, written by the Metropolitan Council, Northstar Corridor Development Authority 45 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 Fact sheet about light rail transit, written about the Hiawatha LRT Corridor, Bag to hold the materials (noting the NCDA phone number and Web site). Event Participation and Description Including VIPs and the general public, approximately 2,000 people attended events and toured or rode the train. Everyone who wanted to ride the train was allowed. The following information briefly describes each event. Over 600 VIPs were invited by formal invitation to a continental breakfast held in downtown Minneapolis. Approximately 425 VIPs attended the breakfast and toured or road the train. The breakfast included a brief program, at which the following officials spoke: Betsy Wergin, Chair, Northstar Corridor Development Authority; Commissioner Elwyn Tinklenberg, Minnesota Department of Transportation; Merna Pease, State Director, Office of Senator Rod Grams; Corrine Hoeft, District Director, Office of Congressman Bill Luther; Phil Riveness, Co-Chair, Metropolitan Council Rail Transportation Committee. The VIP event was considered a great success, Approximately 800 people attended the ice cream social in Saint Cloud. Ice cream and lemonade were served as attendees listened to a Dixie Land band, toured the train, and had their faces painted. The event also included a short program, at which the following individuals spoke: Minnesota Representative Collin Peterson, Benton County Commissioner Duane Grandy, and Sherburne County Commissioner Betsy Wergin. Rick Speak, Benton County Administrator, was the Master of Ceremonies for the event. Approximately 650 people attended the ice cream social in Minneapolis. Ice cream and lemonade were served as attendees listened to a Dixie Land band, toured the train, and had their faces painted. The Minneapolis Ice Cream Social did not include a program, but the excitement generated at this event was apparent to all that attended. Media Coverage Shandwick International and Anoka County managed media Northstar Corridor Development Authority 46 =ft Status Report on the Northstar Commuter Rail Project. June 7, 2001 involvement, resulting in an extremely successful media campaign, including day long television and radio coverage, as well as 17 articles in the major and local newspapers. Several television stations provided live coverage of the VIP event in the morning. Public Outreach (a) Presentations An extensive public outreach program has been ongoing throughout the Northstar project. Approximately 40 presentations have been given to entities, such as community organizations, public agencies, planning organizations, student associations, business associations, elected officials, and professional transportation organizations. For a complete list of presentations, see Appendix H.6. Typically, a PowerPoint presentation, adapted to each audience, was the primary presentation tool. See Attachment H.7 for a sample presentation. Presentations have provided a means to disseminate information and receive the public's input. For example, presentations have lead to the passage of five Chamber of Commerce resolutions, a resolution from the Minneapolis Downtown Council, a resolution from the Minnesota American Legion, 10t' District and three letters of support from Medtronic, Hoffman and American Payment Centers. (b) 1998 Public Information Open Houses A series of three Public Information Open Houses were held in late October 1998 to provide the public with an opportunity to discuss the Northstar Corridor project one-on-one with the technical staff. The topics included information on the 70- mile Northstar Corridor, the NCDA Joint Powers Board, the MIS process, and the commuter rail service including typical train schedules, possible commuter rail stations and intermodal connections to bus and LRT. For coordination amongst agencies, the Open House included information on the progress of Mn/DOT's Commuter Rail Feasibility Study. The Open Houses were held from 6:00 to 9:00 PM at: · Elk River Sherburne County Courthouse · Fridley Fridley City Hall October 20, 1998 OCtober 22, 1998 Northstar Corridor Development Authority 47 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 · St. Cloud October 27, 1998 Whitney Senior Community Center Approximately 300 people attended the Open Houses. There were a number of comments made, mostly in support of the project with a sense of urgency for implementation. (c) 2000 Public Information Open Houses A series of three Public Information Open Houses were held in February/March 2000 to inform the public on the status of the Northstar Corridor Commuter Rail project and to provide an opportunity for public input. Information was presented on: the Commuter Rail Alternative with the 14 potential stations and connection to Hiawatha LRT; prototypical station drawings; operating and maintenance costs, capital costs and funding sources; photos of existing commuter rail systems in use; results of the MIS and the environmental review process; linkages within the regional transportation system; and how to contact the NCDA with comments and issues to consider. · Fddley February 29, 2000 Fridley City Hall · St. Cloud March 1, 2000 Whitney Community Center · Elk River March 2, 2000 Sherburne County Government Center 3. Surveys NCDA has conducted three surveys of Northstar Corridor residents. Survey results are based on telephone interviews conducted with a randomly selected sample of adults who live within five miles of the proposed Northstar Corridor commuter rail line. The results of all three surveys show tremendous support for Northstar commuter rail. The purpose of the surveys is to monitor support, evaluate the effectiveness of the NCDA's public information campaign and gather information for system planning purposes. (a) 1999 Survey Results Most Say They Will Benefit From Commuter Rail More than one-third of residents (36 percent) say they would personally benefit from the Northstar Corridor commuter rail Northstar Corridor Development Authority 48 ~raft Status Report on the Northstar Commuter Rail Project. June 7, 2001 line. In addition, 70 percent of residents believe commuting workers would benefit from a commuter rail line. A Wide Variety Of People, Groups and Communities Will Benefit Survey respondents agree that a wide variety of people, groups and communities will benefit from commuter rail. Approximately half of survey respondents say the following will benefit: - St. Cloud (50 percent) - Students (50 percent) - Small towns along the corridor (47 percent) - Northern suburbs of Minneapolis (47 percent) - Businesses along the corridor (46 percent) - Senior citizens (45 percent) - Families (42 percent) - Minneapolis (41 percent) Residents Perceive Multiple Uses for Northstar Commuter Rail Nearly 40 percent of survey respondents (37 percent) say they would use the commuter rail line for social or cultural activities, and one in four say they would use it to visit friends and relatives. Nearly one in five respondents indicates they would use the commuter as their primary method for commuting to work (17 percent) and as a back-up method for getting to work (19 percent). Park-and-Ride Facilities And Cost of Fare Are Most Influential Factors Survey respondents point to two factors that would most influence their use of the Northstar Corridor commuter rail line: availability of park-and-ride facilities (40 percent) and cost of fare (30 percent). Many Residents Confused About the Differences Between Light Rail and Commuter Rail Many residents do not understand the significant differences between light rail and commuter rail. Only one in five people (22 percent) say there is a difference between "light rail" and "commuter rail." Unlike light rail systems, which only carry passenger cars, the Northstar Corridor commuter rail line Northstar Corridor Development Authority 49 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 would share existing tracks with the Burlington Northern Santa Fe freight rail line. (b) 2001 Short-survey Results Most Say Traffic Congestion Has Gotten Worse Seventy percent felt highway traffic congestion had "gotten worse" during the past five years. Only twenty-five percent thought it had "stayed the same," and a very small two percent felt it had "gotten better." A majority of respondents in each county indicated that congestion had worsened during that time frame. Residents Reveal Mixed Levels of Satisfaction About Commute To Work Fifty-four percent of the respondents reported "satisfaction" with their commute to work, while twenty-four percent were "dissatisfied." Twenty percent stated they did not commute, either staying or working at home. Majority Say Commuter Rail Is A "Very Good Idea" Or A "Good Idea" A solid sixty-eight percent thought the Northstar Commuter Rail proposal was either a "very good idea" or a "good idea." Twenty-three percent saw it as "not a good idea" or a "bad idea.," while ten percent were uncertain. Benton and Wright County residents proved to be particularly favorable toward the plan. Residents Perceive Multiple Uses for Northstar Commuter Rail The most often cited destination for using Northstar Commuter Rail was "the airport or the Mall of America," at sixty-one percent. Fifty-three percent also indicated they would use this service to "go to and from sports, cultural, or entertainment events." Twenty-eight percent thought they would use the service to "visit friends or relatives." Eighteen percent would use the rail service to "commute to and from work," while seventeen percent would use it to "run errands" and eleven percent, to "go to and from school or college." Majority Are "Very Likely" or "Somewhat Likely" To Use Northstar Commuter Rail Twenty-three percent were "very likely" to use the Northstar Northstar Corridor Development Authority 50 ~-aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 Commuter Rail service if it became operational in their area. Another thirty-seven percent were "somewhat likely" to do so. Using standard market projection techniques, twenty percent of the households along the corridor could be expected to use this commuter rail service. (c) 2001 Survey Results Residents in Area Concerned about Transportation Problems In an open-end question, residents surveyed cited traffic as the third most important issue facing their area behind education funding and taxes. Perhaps du6 to the growth in the Northwest metro area to St. Cloud, 76% said that highway congestion in the area had become worse in the last five years while only 4% said better. Looking ahead, only 9% felt the current highway and transit system in the region will be sufficient to support growth over the next ten years. Solution Requires More than Just Hiqhway Improvements 67% said that both highways and transit will need to be improved over the next ten years and 5% said to focus only on the transit system. Only 17% said that highways, alone, should be the focus of transportation system improvements. Strong Local Support for Northstar Commuter Rail 80% said the Northstar Commuter Rail project was a good idea while only 15% said it was a bad idea. 92% of those surveyed said they had some level of awareness of the Northstar Commuter Rail project. Stronq Support Amonq All Political Party Affiliations Support for the Northstar Commuter Rail service was very strong regardless of a respondent's political affiliation. 82% Residents Perceive Multiple Uses for Northstar Commuter Rail 70% of those surveyed said they were very likely (31%) or somewhat likely (39%) to use the Northstar Commuter Rail service if it becomes operational. Only 15% said they were not at all likely to use the service. 23% indicated they might use Northstar to commute to and from work (which is significantly greater than what is required for project to be Northstar Corridor Development Authority 51 Draft Status Report on the Northstar Commuter Rail Project. June 7', 2001 successful). 72% said they might use the rail system to go to the MSP airport; 18% may use it to commute to school or college; 32% to visits friends or relatives. 66% said their most frequent destination on Northstar would be Minneapolis, while 11% cited St. Cloud, followed by Fridley (4%), Anoka (4%), Elk River (3%) and Coon Rapids (2%). G. Results: Public Involvement Regarding the Development of the Environmental Impact Statement 1. July 1999 Scoping Meetings The initiation of the ElS for the Northstar Corridor project began with a formal scoping process, one of the very specific outreach activities required by NEPA. The scoping process is used to publicly announce the alternatives being considered for inclusion in the Draft Environmental Impact Statement (DEIS) and to seek out additional options which could be examined. The purpose of scoping is to determine the scope and significance of social, economic, and environmental issues associated with the potential alternatives and the proposed action. The process provides opportunities to inform the public, government agencies, elected officials, organizations, and businesses that the ElS process is commencing and to hear about issues of concern to notified participants. In addition to initiating dialogue on the alternatives, scoping is instrumental in identifying issues to be considered and/or resolved during the ElS. The Notice of Intent to prepare an ElS on the project was published in the Federal Register on June 7, 1999. In addition, the Notice of Availability of the Scoping Booklet and announcements of the Scoping Meetings were published in the Minnesota Environmental Quality Board (MnEQB) Monitor on June 28, 1999, which began the scoping period. The formal scoping comment period extended from June 28 to August 20, 1999. The NCDA distributed over 1,000 Scoping Booklets to federal, state, and local agencies having jurisdiction in the project, all interested parties on the NCDA mailing list, elected officials, neighborhood organizations, and civic groups. The Scoping Booklet included descriptions of the project, alternatives, and issues identified for consideration in the ElS. Four scoping meetings were held to review the background materials distributed in the Scoping Booklet. Meeting locations and participation are summarized in Table IX. 1. Northstar Corridor Development Authority 52 ~raft Status Report on the Northstar Commuter Rail Project. June 7, 2001 Table IX.1. Scoping Meeting Participation. Place - Date- Tinge # Of # Of Attendees Speakers Whitney Senior July 27, 4:00 to 7:00 32 5 Community Center 1999 PM 1527 Northway Drive St. Cloud Sherburne County July 28, 4:00 to 7:00 34 6 Courthouse 1999 PM 13380 TH 10 Elk River Fridley City Hall July 29, 4:00 to 7:00 21 3 6431 University 1999 PM Avenue Fridley Interagency Meeting July 29, 1:00 to 3:00 11 3 at: 1999 PM Fridley City Hall 6431 University Avenue Fridle¥ TOTALS 98 17 2. December 2000 and February 2001 Public Hearings The Northstar Corridor DEIS was distributed in November 2000. The comment period for the DEIS ran from November 13, 2000, to January 12, 2001. As a result of actions taken through the Advanced Corridor Planning Process and comments received on the October 2000 DEIS, a Supplemental Environmental Information document was distributed in January 2001 which evaluated the impacts of a proposed Minneapolis Northeast Station at 7th Street NE. The DEIS public review and comment period reopened to accommodate this document. The comment period ran from February 5, 2001, to March 7, 2001. Northstar Corridor Development Authority 53 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 During both of these comment periods, four public hearings were held throughout the Corridor: St. Cloud, December 12, 2000, Whitney Community Center Elk River, December 13, 2000, Sherburne County Government Center Fddley, December 14, 2000, Fridley City Hall Minneapolis, February 27, 2001, Webster Elementary School Comments received in the second comment period and at the February 27, 2000, public hearing were considered equally with those received in the original DEIS comment period. In the two comment periods, 49 written comments were received, for a total of approximately 220 separate comments from federal, state and local agencies; businesses; local organizations; and private citizens. Approximately 60 additional comments were made at the four public hearings, for an overall total of approximately 280 comments made on the October 2000 DEIS and Supplemental Environmental Information document. H. Results: Public Involvement Regarding the Development of the Advanced Corridor Plan In compliance with Minnesota Statues {}174.86, the Mn/DOT Commissioner and the NCDA held a public hearing on the Advanced Corridor Plan for the Northstar Corridor from Downtown Minneapolis to the St. Cloud Area. The hearing was held on September 7, 2000, at the Sherburne County Government Center. Representatives from Mn/DOT and the NCDA were at the meeting to answer questions regarding the system. The Plan documents were available for review 30 days prior to the public hearing. Northstar Corridor'Development Authority 54 ',aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 FUNDING Funding A. Background One of the most significant contributions of the NCDA to the implementation of commuter rail on the Northstar Corridor was its success in securing funding for the initial phases of project development. This success, on a federal level, was due in large part to the advocacy of Congressman Jim Oberstar and the support of Congressman Martin Sabo. In addition, the NCDA has worked to secure funding from the State Legislature to match federal funds. Bo Results: 1. In TEA-21, Sections 3030(a)(90) and (91), the Northstar Corridor was "fully" authorized for construction, individually and as one of the Twin Cities Transitway Corridors. 2. In addition, Congress appropriated to Northstar Corridor the following amounts: FY 2001 $3 million Twin Cities Transitway New Start Funds (Northstar's portion: $1.4 million). FY 2000 - $5 million Twin Cities Transitway New Start Funds (Northstar's portion: unallocated) FY 2000 - $10 million Intermodal Facility Capital Funds FY 1999- $6 million Intermodal Facility Capital Funds FY 1998 - $350,000 Northstar New Start Funds On the State level, the Legislature appropriated $1.5 million for planning and engineering for the Northstar Corridor in 1999. 3. On a local level, in 1999, NCDA county and regional railroad authority members (Anoka, Benton, Sherburne and Hennepin) committed 10% of the 1999 estimated capital costs of $180,000,000. (See County resolutions in Appendix 1.1 .) Northstar Corridor Development Authority 55 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 ADDITIONAL ACTIVITIES Additional Activities A. Multi-modal Connection The Northstar Corridor Draft Environmental Impact Statement (DEIS) developed by the NCDA includes analysis of the Light Rail Transit (LRT) connection between the Northstar commuter rail station in downtown Minneapolis at 5th Street North and 5th Avenue North easterly to 5t' Street North and third Avenue North. The Hiawatha LRT Environmental Analysis ended at Third Avenue North, thereby providing complete analysis of both projects. In June, 2000, the FTA approved initiation of Preliminary Engineering for the Northstar Corridor Project. The approval also included initiation of PE for the Hiawatha LRT extension from the Northstar Commuter Rail Station to its planned termini in downtown Minneapolis at Ist Avenue North. The August, 2000 Advanced Corridor Plan includes a cross- platform transfer between the Northstar Commuter Rail service and the Hiawatha LRT service. The alignment was developed through a cooperative effort by representatives of Mn/DOT, Metro council, Metro Transit, city of Minneapolis Planning and Engineering departments, Hennepin County, and NCDA. The Northstar Commuter Rail PE was completed under direction of NCDA. The Hiawatha LRT PE was completed under direction of Mn/DOT. The work plan for the Hiawatha PE included a reevaluation of alignment alternatives previously considered and adopted during development of the Advanced Corridor Planning process for the LRT/Commuter Rail connection. Results (1) Preliminary Engineering for the Hiawatha LRT connection to the Northstar Corridor Commuter Rail station in downtown Minneapolis has been completed under Mn/DOT direction and included with the Preliminary Engineering submittal for the Northstar Project to the FTA (Northstar-Hiawatha Multi-modal Corridor). (2) The alignment for the Northstar-Hiawatha Multi-modal connection was further evaluated by Mn/DOT, Metro Transit, City of Minneapolis Planning and Engineering Departments, Hennepin county, and NCDA. The proposed alignment is now changed to intersect the Northstar Corridor from the 5t~ Street North bridge Northstar Corridor Development Authority 56 '-aft Status Report on the Northstar Commuter Rail Project. June 7, 2001 creating a two level station. The revised alignment better serves the Hiawatha LRT operations and potential future extensions. It also provides improved opportunities for commuter rail train staging and potential future commuter rail service additions. The Northstar Commuter rail platform remains at BNSF track level between 5th Street North and 7th Street North. B. Multi-modal Facility Development 1. Introduction At its March 2000 meeting, the NCDA requested that the Anoka County Regional Rail Authority (ACRRA) act on behalf of the NCDA to manage the design and construction of two multi-modal facilities to be located in Anoka County. The design, acquisition and construction of these facilities is funded by a congressional appropriation to the Northstar Corridor in the amount of $10 million. Congressman Jim Oberstar was instrumental in securing this funding for the Corridor. Multi-modal facilities will be constructed at potential commuter rail station locations in Elk River, Coon Rapids (Riverdale) and possibly Ramsey. The facilities will be park-and- ride locations serving the Commuter Bus Demonstration Project. To relieve congestion in the Northstar Corridor and provide travelers with an attractive alternative to single occupancy vehicles, the Northstar Commuter Bus Service Demonstration Project will begin in fall 2001. The Demonstration Project will provide commuter bus service between Elk River and Downtown Minneapolis (approximately 33 miles) during peak commuting periods. Commuter buses will stop at the locations described in Section XI.3 below. The service will help shape ridership behaviors that will allow for a smooth transition to Northstar commuter rail. 2. Procurement of Multi-modal Facility Engineering and Design Services On March 30, 2000, the NCDA and the ACRRA released an RFP for engineering and design services for multi-modal facilities to be located in the City of Ramsey and the City of Coon Rapids (Riverdale). Based on its experience providing engineering and design services, its understanding of the tasks needed to complete the project, and its allocation of costs, the ACRRA selected URS/BRW on December 7, 2000. Northstar Corridor Development Authority 57 Draft Status Report on the Northstar Commuter Rail Project. June 7, 2001 Multi-modal Facility Description and Location At a minimum, each multi-modal station will consist of a park-and-ride facility and a bus shelter. Stations will be designed and constructed to allow for easy conversion to commuter rail stations in the future. The stations will be constructed on future commuter rail stations sites at the following locations: · Big Lake, Park and Ride Facility, immediately south of Hwy. 10 -100 vehicles · Elk River, Park and Ride Facility, East of Hwy. 10 at 171st Avenue - 250 parking spaces · Ramsey, Park and Ride Facility, Intersection of Ramsey Blvd. and Highway 10 - 310 parking spaces · Coon Rapids at the Riverdale Shopping Complex -440 parking spaces Commuter Bus Service Demonstration Project ACRRA will operate the commuter bus service on behalf of the NCDA. Laidlaw Transit Service, Inc. was retained to provide all necessary personnel, equipment and facilities, and participate in regional transit planning activities. At the time of this report, the ACRRA was in the process of reviewing proposals to conduct marketing and public information services for the Demonstration Project. The ACRRA and Mn/DOT have established the following objectives for the demonstration project: · attract and maintain ridership, · offer commuters a safe, convenient, and economical transportation alternative to driving their personal automobile, · generate enthusiasm, support and a positive perception of public transportation as a travel alternative along the corridor, · increase public awareness of the importance of a multi- modal transportation system, · improve mobility within the corridor, · develop travel patterns to and from park-and-ride locations along the corridor, and · coordinate with existing transit services to ensure a seamless network of services. Northstar Corridor Development Authority 5 8