PORTLAND HARBOR INDUSTRIAL LAND STUDY – PHASE II

Proposal for Services
RFP #BOP-001

Prepared for:

City of Portland

February 19, 2002

Portland Harbor Industrial Land Study – Phase II

Proposal for Services
RFP #BOP-001

Submitted to:

City of Portland
Bureau of Planning
Suite 4100, 1900 SW Fourth Ave.
Portland, OR 97201

Submitted by:

E.D. Hovee & Company
P.O. Box 225
951 Officers Row
Vancouver, Washington 98666
(503) 230-1414

In Cooperation with:

Parsons Brinckerhoff Quade & Douglas, Inc.
Otak, Inc.
The JD White Company, Inc.

February 19, 2002

Table of Contents

I.  PROJECT TEAM  1

II.  TEAM CAPABILITIES  3

III.  PROJECT UNDERSTANDING  6

IV.  APPROACH  8

V.  DIVERSITY  13

VI.  COST  13

VII.  SUPPLEMENTAL INFORMATION  16

I.  PROJECT TEAM

For this assignment, E.D. Hovee & Company has assembled a team that is both knowledgeable and experienced with issues affecting the Portland Harbor and associated industrial lands.

PERSONNEL

The Section IV approach to the project describes base level (including supplemental) services and optional services. In effect, more involvement from a broader team is possible with optional services. Team members who are available for this project are listed to include:

Base Level Services/Core Team:

•  Eric Hovee, Principal, E.D. Hovee & Company, project manager and lead interviewer. Mr. Hovee has 25 years of economic development, planning and implementation experience in the Portland Metropolitan area. A particular strength is conducting one-on-one confidential interviews for industry assessment in business development projects. Mr. Hovee has been directly involved in all of the similar projects cited in this proposal.

•  Paul Dennis, Senior Economic Planner, E.D. Hovee & Company, interview data analysis documentation and interview support, data analysis and documentation. Mr. Dennis conducted the economic feasibility analysis for the Port of Portland Terminal One Reuse Analysis, Port of Vancouver Economic Analysis, and the more recently completed Tacoma Maritime Center Feasibility Study.

Supplemental & Optional Services:

•  Donald Grigg, Director & Senior Ports Planner, Parsons Brinckerhoff, providing input on river-dependent and freight-related industries and their locational requirements, with availability to conduct interviews and analyze industries in cargo-handling industries including grain operators and Port of Portland tenants. Mr. Grigg joined Parsons Brinckerhoff in January 2001 after a 29-year career in the port and consulting industries. He worked for 27 years at the Port of Portland, Oregon where he most recently served as General Manager of Business Development and was responsible for strategic planning, new business initiatives, and rail infrastructure development.

•  Margaret “Peg” Johnson, Supervising Marine Planner, Parsons Brinckerhoff, conduct interviews and analyze selected industries, including sand, gravel and aggregate operators. Ms. Johnson assists port authorities, private industries, and government agencies with dredging and disposal strategies, marine facility planning, project permitting, and economic analysis for marine-related activities.

•  Ogden Beeman, Senior Consultant, Parsons Brinckerhoff, resource to the team as needed on marine industrial location dynamics and related marketing requirements. Mr. Beeman has participated in numerous waterborne transportation planning projects throughout the United States and abroad. Mr. Beeman's expertise in navigation requirements, channel and basin design criteria, open channel hydraulics and dredging strongly complement his experience in port and marine facility project development and management, providing a broad perspective on overall feasibility.

•  Todd Chase, Senior Planner/Economist, Otak, Inc., oversee GIS mapping. Todd Chase is responsible for completing planning activities for regionally significant projects and facilitating the implementation of transportation and land use projects. Todd's economic analysis skills include confirming local and regional trends, identifying market-based development projects and fostering public/private partnerships. Prior to joining Otak, he was a Senior Associate with an international economic development advisory firm and an analyst for DRI/McGraw Hill, Inc.

•  Justin Healy, Planner/GIS Specialist, Otak, Inc., GIS mapping. Mr. Healy is a GIS specialist and environmental scientist with experience ranging from the use of GIS in environmental investigation management to photogrammetric support, database design, and business-to-business Internet applications of GIS products. Mr. Healy has utilized Access to link GIS mapping and analysis to powerful database functionality. A background in Architecture and Fine Arts compliments his production of visually effective map products.

•  John White, President, The JD White Company, Inc., assisting with project meetings and interviews. Mr. White has provided professional planning services to clients throughout the Pacific Northwest for more than 20 years. Currently, Mr. White is initiating the business-oriented community outreach program for the Portland/Vancouver I-5 Transportation and Trade Partnership Project, which is studying freight and auto congestion issues on the I-5 corridor.

•  Corrinne Humphrey, Senior Planner, The JD White Company, Inc., assisting with project meetings and interviews. Ms. Humphrey is a professional environmental planner with over 10 years of natural resource, land use, growth management, and public involvement experience. Ms. Humphrey’s recent project experience includes managing the firm’s substantial involvement in the three-phase Padden Parkway project and the land use and public involvement components for the Port of Vancouver’s Environmental Impact Statement, and use and transportation policy development for the I-5 North Corridor Study.

Time allocations for base level services and budget allocations for base level and optional services are as listed with the Section VI Cost Proposal. Time allocations for optional services have not been specifically determined at this time but would be made as a result of further client discussion and determination of the mix of an expanded set of interviews to be conducted.

PRINCIPAL INVOLVEMENT

As noted, Eric Hovee will serve as project manager. Mr. Hovee also will have responsibility for conduct of a significant share of in-person interviews and for client contact/liaison.

RELATED PROJECT EXPERIENCE

The following section details the relevant project experience for the consultant team.

II.  TEAM CAPABILITIES

E.D. HOVEE & COMPANY

Established in 1984, E. D. Hovee & Company (EDH) provides consulting ranging from the planning to the completion of strategic public, business and real estate investments. Clients include public agencies and non-profits, private firms and individual investors. Economic and development services provided include economic research, market and feasibility assessments, development planning and strategic services, and development packaging and marketing.

EDH is capable of completing the tasks specified in this proposal, balancing the work between on-going projects, and delivering a timely quality product. Our normal business practice is to bill on a not-to-exceed basis unless another arrangement has been agreed upon by the client.

The following are selected EDH projects particularly relevant to the Portland Harbor Industrial Lands Study.

Port of Portland

Financial Analysis for Terminal One North (2001)

E.D. Hovee & Company provided an update financial evaluation of alternative development schemes for the Port’s Terminal One North area—building on the firm’s prior (1998) market, site planning and financial feasibility analysis.

Market Feasibility/Plan for Terminal One North (1998)

As lead consultant for a seven-firm multi-disciplinary team, E.D. Hovee & Company prepared a market feasibility analysis and plan for the interim use and long-term redevelopment of Terminal 1 North facilities for non-marine use.

Work included evaluations of marine structures, examination of geotechnical and infrastructure questions, and an assessment of applicable zoning and comprehensive plan issues for this riverside parcel. E.D. Hovee & Company tasks included a market analysis and an assessment of potential office, retail and residential uses.

City of Portland, Oregon

McCormick & Baxter Reuse Potentials Market Feasibility (2000)

E.D. Hovee & Company conducted a market feasibility overview of McCormick & Baxter reuse potentials – a superfund redevelopment initiative of the U.S. Environmental Protection Agency on Portland’s Willamette River.

Portland Development Commission

Central Eastside Industrial District Redevelopment Opportunities (1999)

E.D. Hovee & Company evaluated the market opportunities and financial feasibility for redevelopment of Portland’s Central Eastside Industrial District from the rail main line to the Willamette River. The project included a re-evaluation of the current industrial sanctuary policy and mixed-use prototype development projects for Portland’s Eastside.

Columbia Corridor Market Analysis (1985)

As part of a consulting team, E.D. Hovee & Company conducted a market analysis for more than 17,000 acres of primarily industrial property along 16 miles of the Columbia River. During the course of the project, the consultant team met with an advisory committee of representatives from public agencies and private firms in the Columbia Corridor. Findings were used as a basis for subsequent urban renewal, transportation planning and other implementation activities of PDC and City bureaus.

Port of Vancouver, Washington

Port of Vancouver Economic Analysis & Strategic Planning (1997)

E.D. Hovee & Company served as an economic/market subconsultant for the preparation of the Columbia Gateway Master Plan involving 1,080 acres owned by the Port of Vancouver downriver from existing facilities. Project activities included a review of the Port’s Strategic Plan, market forecasts for marine terminal and upland industrial uses, and evaluation of financial feasibility of master plan alternatives.

Foss Waterway Development Authority

Tacoma Maritime Center Interim Feasibility Report (2001)

An economic impact analysis and financial feasibility study prepared by E.D. Hovee & Company for reuse of the Puget Sound Freight Building as the Tacoma Maritime Center, consisting of a working waterfront museum, community room, youth and rowing programs, and marina on the Thea Foss Waterway in Tacoma. This study analyzed potential user interests, market considerations, financial planning, and project alternatives.

Tongass Trading Co., Inc.

Ketchikan Central Business District Parking (1996-97)

E.D. Hovee & Company reviewed customer/employee parking allocations for public parking to serve waterfront dependent tourism in Ketchikan Central Business District in Ketchikan, Alaska. The client is situated on the harbor directly adjacent to cruise ship docking berths.

City of Anacortes, Washington

Anacortes EIS/Economic Impact Analysis (1995)

E.D. Hovee & Company prepared an economic impact evaluation of a proposed property rezone in Anacortes for the 66.6-acre MJB waterfront site from heavy industrial to commercial marine use. The economic assessment was conducted as part of a Comprehensive Plan/Rezone Environmental Impact Statement (EIS) prepared for the City of Anacortes.

Eugene Water & Electric Board

EWEB Headquarters Evaluation (2001)

E.D. Hovee & Company is conducting a financial and benefits evaluation for maintaining EWEB headquarters and operations at a current downtown Eugene versus an alternate site. The current headquarters including office and operations facilities is situated on the Willamette River adjacent to downtown.

City of Chelan, Washington

Economic & Financial Feasibility of Chelan Shoreline Development Plan Alternatives (1999)

On behalf of the City of Chelan, E.D. Hovee & Company evaluated the financial feasibility of proposed marina and ancillary services by assessing the Lakeview Drive-In site for potential uses including a fine dining restaurant. The firm also analyzed market and financial feasibility for Lakeshore Marina and Park. The project continued work completed for the City of Chelan in 1997.

PARSONS BRINCKERHOFF

Through its PB Ports & Marine group, Parsons Brinckerhoff (PB) has been engaged in the study, planning, management consultation, financial analysis, design, and construction of ports and marine industrial facilities since its founder, William Barclay Parsons, was appointed to the first Panama Canal Commission in 1904.

In January 2001, PB acquired Ogden Beeman & Associates in Portland—the Columbia River region’s leading port and marine consulting firm for the past 25 years—to establish its PB Ports & Marine west coast headquarters. This office is highly familiar with the marine industrial facilities in Portland and the Columbia River, their owners and their operations, and has assisted many of them with site evaluations and planning.

PB’s project experience includes waterfront industrial and marine terminals for receiving, storing, processing, and shipping commodities by all modes of water and landside transportation. PB has studied, planned, and designed bulk and break bulk handling facilities, container terminals, automobile facilities, marine facilities for industrial plants, pipelines, railroad lines, and highways to accommodate diverse marine industrial requirements each involving unique physical and operational constraints.

OTAK, INC.

Otak professionals have a strong background in management and technology and are accomplished in their fields of expertise. By drawing upon the diversity of our in-house talents, the firm develops insightful and resourceful approaches to problem solving for our clients. As we continue to grow, we remain an industry leader focused on clients’ needs and committed to finding solutions that are innovative, cost-effective, and practical.

We have over 20 years of experience on projects throughout the West and across the US. Otak is a known leader in transit and transportation; residential; public works; city and regional planning; mixed-use, commercial, and industrial; and civic, institutional, and recreational projects. A particular focus of the firm is its GIS/mapping capability, including development of the Regional Industrial Land Study for Metro.

THE JD WHITE COMPANY, INC.

The JD White Company, Inc. (TWC) provides land use planning, natural resources, and public involvement/ facilitation consulting services from offices in Portland, Oregon, and Vancouver, Washington. TWC has provided professional services throughout the Pacific Northwest since 1976.

TWC’s creative, integrated, and comprehensive approach grows out of our firm’s unique blend of professional disciplines. The firm is responsible for the community outreach program for the Portland/Vancouver I-5 Transportation and Trade Partnership Project

SUBCONSULTANT PROJECT EXPERIENCE

For the subconsultants included as part of the supplemental and optional services portions of this proposal, detailed project experience is listed in Section VII Supplemental Information.

III.  PROJECT UNDERSTANDING

The history of Portland is inextricably linked to commerce on the Columbia and Willamette Waterways. The City’s first industrial districts were oriented to the river, the docks, stevedoring warehousing, distribution and manufacturing activities.

As in other great American cities, Portland’s relationship to its waterfront has changed over the last three decades:

ECONOMIC DRIVERS

•  A primary driver for marine industrial land development has been the continued expansion of foreign trade. Historically, waterborne trade through the Columbia River has increased by about 3% annually. On average, over 200 acres of new industrial land have been needed each decade to keep pace with the volume of trade at the Port of Portland alone, even after redevelopment and joint venture strategies are considered.

•  In recent years, interest in marine industrial activities of the Portland harbor area have increased markedly with expanded port traffic, a changed economic outlook, shrinking land supplies, neighborhood impact concerns, public interest in waterfront access, and controversy over harbor contamination.

MARINE INDUSTRIAL TRENDS

•  Marine terminal and industrial land backup needs associated with maritime shipping have increased – placing more emphasis on larger Willamette River sites closer to the confluence of the Columbia and on Columbia River frontage.

•  Some formerly marine dependent properties (e.g. Terminal One, McCormick Baxter) are now vacant and/or lightly used while other local industries (e.g. grain elevators, aggregate operations, shipyard repair) continue to rely on significant levels of Willamette water-borne commerce.

•  Local industries today are relying on a variety of transportation modes in addition to maritime shipping – including rail, truck, air, ecommerce and/or some combination of the above. Less clear are the linkages between and the shifting reliance on these various modes of freight transport.

•  Within the Pacific Northwest, the focus of distribution also has shifted in recent years from Portland to the Seattle-Tacoma metro area. This shift has occurred despite tax and location advantages for the Portland region – due to issues related to multi-modal transportation and suitable site availability.

EMERGING ISSUES

•  Limitation of the 40 foot Columbia River channel and load centering with fewer west coast ports potentially jeopardizes the long-term economic viability of Columbia River Ports including Portland.

•  The designation of Portland harbor as a Federal Superfund site, the channel deeping project, Port expansion in North Portland, and proposed future Port development of West Hayden Island for marine industrial use have captured the attention of the City, business community, neighborhood and citizen interests.

•  Increased scarcity of metro area industrial sites is beginning to place a greater premium on maintenance and recycling of existing properties for continued if not more intense industrial use.

•  Pending the outcome of these emerging issues, the future of some harbor-oriented industries may be called into question. Costs associated with issues such as Superfund and brownfield sites make the financial feasibility of continued use for industrial activity more tenuous. There is increasing discussion of re-focusing non-strategic sites for other forms of reuse including mixed use development.

COOPERATIVE PLANNING

•  The ongoing revitalization of Portland’s Central City has brought new interest in reuse and redevelopment of selected waterfront sites for uses not related to maritime industry or transportation – for residential, lodging, retail, office, recreation and mixed-use development.

•  The City has initiated the River Renaissance program to coalesce and focus harbor-related planning efforts into more of a common vision. The City and the Port are cooperating in this effort, with broader business and community representation through the River Economic Advisory Group.

ROLE OF THIS PHASE II STUDY

The combination of these unrelated trends place new challenges before business and property owners in the Portland Harbor areas and policy makers as well.

Pivotal to the discussion at hand is the question of whether Portland should adapt to current industry trends or plan for the contingencies of a longer 50-100 year time horizon. Also critical is the need to determine sites that should be reserved for maritime commerce versus those that might appropriately transition to other uses.

The E.D. Hovee project team views the consultant responsibility as essentially two-fold:

•  In depth, on-the-ground assessment of issues and opportunities faced by those industry leaders whose decisions will shape or reshape the future of Portland’s waterfront.

•  Integrating results of interviews with city provided Phase I inventory, characterization and trend analysis.

We aim to conduct the interview research and analysis thoroughly and in concert with the City’s Phase I analysis. Results will be presented in a manner that will be concise, clear and useful for affected industries, policy makers and the broader Portland community.

IV.  APPROACH

Our proposed project approach entails a description of a detailed scope of services followed by a proposed schedule including process for client and public review. Both base level and optional services are described.

SCOPE OF SERVICES

The following proposed scope of services is intended to address all of the requirements of the request for proposal. The work scope comprises base services. In addition, optional services that could serve to enhance the utility of study results are outlined for consideration.

Task 1. Background Orientation

At the outset of the project, we propose to conduct a kick-off meeting with the client. The consultant team would include representation from E. D. Hovee & Company, Parsons Brinkerhoff and The JD White Company. Purposes would be to:

•  Review and, as appropriate, refine project objectives, work scope and schedule.

•  Identify mapping and inventory data available – electronic/printed format and anticipated timing of same.

•  Identify background documents pertinent to review and availability of same from the Bureau of Planning or other sources.

•  Discuss proposed interview method and logistics – including persons to contact, interview questions, confidentiality provisions, form of contact, and documentation of results.

•  Discuss mechanisms appropriate for integration of Phase II work with Phase I Bureau of Planning analysis – including timeline and format(s) of respective documentation.

•  Identify other project-related issues to be addressed through this interview research.

Project Deliverables: Technical memorandum providing a summary of kick-off meeting, revised interview questionnaire, list of persons to be interviewed, results of background documentation, and list of references reviewed.

Task 2. Personal Interviews

A base services approach consistent with the RFP is outlined, followed by optional services allowing for a more expanded and statistically significant interview sample.

Base Services: As part of a base services proposal, the consultant team would complete 30 interviews with individuals as mutually determined by the City and consultant. Key elements of the interview process are expected to include:

•  Pre-testing of the interview format with the Bureau of Planning and/or industry representative in advance of full scale interviewing.

•  Advance contact and scheduling appointments (accompanied by sending a copy of the questionnaire to the interviewee in advance of the appointment).

•  Approximate one hour interview session – conducted on the Portland area premises of the interviewee whenever possible – and encouraging quantitative portions of the questionnaire to be completed in advance of the interview.

•  Post interview follow-up to clarify information obtained or address any remaining questions.

•  Delineation of information about the firm or organization that can be publicly disclosed versus aggregation of results or other methods of nondisclosure to protect proprietary data.

•  Entry of interview responses into an access database – to be used for subsequent quantitative and qualitative assessments.

The list of questions identified in the RFP is consistent with our expectations. We would expect to organize the interview conversation around the following topics:

a.  Historical background of firm or organization being interviewed

b.  Current harbor-related marine, industrial or other activities

c.  Current location attributes

d.  Inter-industry linkages (vendor and customer) both locally and internationally

e.  Sources of competition in Portland, regionally and globally

f.  Industry changes and emerging trends (market, technology, transportation, distribution)

g.  Challenges, opportunities and plans (for the firm or organization being interviewed)

h.  Concluding comments and suggestions (open-ended)

Optional Services: The E.D. Hovee team is prepared to conduct additional interviews to better cover the full array of issues and opportunities facing the approximately 900 businesses situated within the Portland Harbor industrial area. Purposes of conducting added interviews are essentially two-fold: a) obtaining better representation from the full spectrum of the often unique industry interest on the Portland waterfront; and b) deriving results that can be considered as statistically significant for purposes of extrapolation to the broader base of harbor area businesses.

We would suggest that this broader interview sample include all of the major property owners within the study area together with all of the major industry and trade interests affected by Port waterborne commerce in the Portland metropolitan area. Determination of the number of added industries to be contacted, specific contacts appropriate within the timeframe and available budget would be made in consultation with the Bureau of Planning.

With an expanded list, we would plan to more directly involve our subconsultant partners. Priority would be given to interviewing firms or organizations with which team members have particular interest or familiarity.

Task Deliverables (for base and optional services): A list of companies actually contacted and completed interview results on Access database will be provided to the client. The Access database provided to the client may or, as necessary, include nondisclosure of items identified by interviewees as proprietary. Also provided will be a memorandum providing quantitative and qualitative results, organized by question.

Task 3. Harbor Industry Analysis

As with Task 2, both base level and optional service capabilities are noted.

Base Services: E.D. Hovee & Company will draw from the interview data base and from Phase I data provided by the Bureau of Planning to conduct both quantitative and qualitative assessments:

•  Industry dynamics will be portrayed in two ways: a) using the firm mapping technique identified in the RFP (page 6) for 2-3 different illustrative types of firms or organizations; and b) applying the results of the data base to an input-output economic model to assess the economic impacts of harbor industrial lands on the Portland metro area generally and key industry sectors (e.g. wholesale trade, manufacturing) more specifically.¹

•  Land use implications will involve preliminary estimates of expanding versus declining harbor industry sectors – together with associated building space and land acreage requirements. More detailed cross-tabs may be used to characterize level(s) of demand anticipated for river-front properties by river segment and for upland properties. Assessments will include a description of land and location attributes critical to realization of demand projections.

•  Land use sensitivity analysis is proposed to focus on three factors affecting harbor area industrial activity – net useable acreage, cost of development/business occupancy and availability of viable alternative sites in and outside the Portland metro area.

•  Industrial site quality will be assessed via a hard/soft site rating scheme – distinguishing properties for which on-going use is relatively certain versus sites for which reuse is less certain. For soft sites, a matrix approach will be applied to assess suitability for river dependent, freight-related, specialized and general business/industrial activities of the harbor area.

•  Policy questions will be characterized in terms of importance for near-term versus long-term resolution. Rather than framing these policy issues solely in either/or terms, we propose to also identify policy implications of 2-3 attainable alternative Portland Harbor industrial scenarios – covering an approximately 20-year time horizon.

The specific methodology for accomplishing this Task 3 analysis will be determined in consultation with the Bureau of Planning prior to proceeding. We expect that a refined methodology statement will be affected by the number/scope of interviews conducted, availability and level of detail for City provided GIS land use and employment data pursuant to Task 1 by May 15, 2002.

Optional Services: The E.D. Hovee team is prepared to supplement Phase I work the City will perform with updated GIS-based industrial land inventory and analysis, if desired. For these optional services, we would utilize Otak, Inc., the firm that has served as lead consultant to develop the Regional Industrial Land Study for the metro area. Otak is available to the project team for provision of GIS mapping, inventory tabulation and analysis.

GIS mapping would be prepared to show vacant and redevelopable land tiers and selected site/parcel specific opportunities and constraints maps reflective of interview results. It would also be possible to customize the GIS analysis with inventory screening based on suitability criteria specific to attributes of the Portland Harbor industrial area.

Task Deliverables: A methodology memorandum will be provided. This will be followed by the Task 4 preliminary draft report – incorporating results of Task 3 harbor industry analysis (as described below).

Task 4. Preliminary Draft & Final Report Documentation

Upon receipt of comments to the Task 3 results memorandum, the consultant team will prepare and submit a preliminary draft report for client review. Document format and content will be as determined by the consultant and Bureau of Planning, but can be expected to include:

Executive Summary (suitable for use as stand-alone document)
Study Background Purpose & Approach
Interview Process & Findings
Harbor Area Land Use Analysis
Policy Implications

As appropriate, we would plan to provide more detailed results or supporting documentation in an accompanying Technical Notebook.

Task Deliverables: Preliminary draft report followed by final report and Technical Notebook, provided as print-ready original plus electronic files (Microsoft Word and ArcView formats).

SCHEDULE AND REVIEW PROCESS

Base level and optional services are proposed to be provided pursuant to the following schedule.

M = Memorandum  D = Draft Report (June 24)  F = Final Report (July 15)

This schedule is predicated on receipt of contract authorization by March 1, 2002, delivery of City provided data by May 15 and on receipt of comments on a draft report by July 8. This schedule is also subject to modification as may be mutually agreeable between the parties.

V.  DIVERSITY

E.D. Hovee & Company is an Equal Employment Opportunity Employer and does not engage in discrimination on the basis of race, religion, color, sex, marital status, familial status, national origin, age, mental or physical disability, sexual orientation or source of income in programs, activities, services, benefits and employment.

The firm is a sole proprietorship owned by Eric and Beth Hovee, with seven full-time employees. Of the seven full-time employees, five are women.

E.D. Hovee & Company has a history of subconsulting and partnering with Minority-owned, Women-owned and Emerging Small Businesses (M/W/ESB). More information pertaining to our subconsulting and partnering experience is available upon request.

E. D. Hovee & Company has identified two firms that potentially could assist with interviewing if the expanded optional interview format is pursued. We would propose to discuss interview responsibilities with the client as the basis for contacting a specific firm.

VI.  COST

Base level and optional service budget alternatives are as detailed by the following chart. If the Bureau of Planning elects to proceed with one or both of the optional service packages, we are prepared to negotiate specific services and fees based on a level of effort consistent with each firm specific contribution.

Printing expenses are assumed to be the responsibility of the Bureau of Planning. The consultant team will provide electronic files and/or originals suitable for further reproduction.

E.D. Hovee & Company typically invoices on a monthly basis for services rendered and expenses incurred during the prior month. Payment terms are net 30 days.

Hourly billing rates for subconsultants vary with position. Ranges quoted for professional personnel by the firm’s involved are noted as follows:

Parsons Brinckerhoff: $89-$182
Otak, Inc: $75-$130
The JD White Company: $55-$150
M/W/ESB: To be determined based on firm individuals selected

Base Level & Optional Services Budget

* Note:  The $10,000 estimate for Otak GIS/mapping services is based on optional services described with Task 3 of this proposal. At least two variations to the Otak approach are possible. A reduced level expenditure of $6,000 would focus only on updating RLIS tier maps. An enhanced level of an added $8,000 (or $18,000 total) would also cover preparation of GIS based subarea opportunities and constraints – including indication of strategic industrial holdings for future expansion, potential mixed use industrial zones, and future area transportation/infrastructure needs.

E.D. Hovee & Company is open to discussing alternative billing and payment arrangements as may be mutually agreeable between the parties.

VII.  SUPPLEMENTAL INFORMATION

This section provides references for the lead consultant followed by project experience statements for the subconsultants providing supplemental and optional services. Additional references for the lead consultant or subconsultant team members are available on request.

REFERENCES

Bill Bach, Senior Manager
Port of Portland
PO Box 3529
Portland, OR 97208
(503) 944-7525
Project Manager for Market Feasibility/Plan for Terminal One (1998)

Larry Paulson, Port Director
Port of Vancouver
PO Box 1180
Vancouver, WA 98666
(360) 693-3611
Port Director for Port of Vancouver Economic Analysis & Strategic Planning (1997)

Denyse McGriff, Project Manager
Portland Development Commission
1900 SW Fourth Avenue, Suite 7000
Portland, OR 97201-5304
(503) 823-3295
Project Manager for Central Eastside Industrial District Redevelopment Opportunities (1999)

SUBCONSULTANT PROJECT EXPERIENCE

Parsons Brinckerhoff

The following selected projects provide a sampling of Parsons Brinckerhoff’s (PB) experience particularly applicable to the Portland Harbor Industrial Lands Study. A number of these projects were performed by Ogden Beeman & Associates (OBA) prior to acquisition by PB. All of the staff associated with those projects are currently employed with PB Ports & Marine in Portland.

Nucor Steel Site Selection, Oregon & Washington

Nucor Steel retained PB (OBA) staff to conduct a comprehensive analysis of alternative sites in the Northwest with access to ocean going vessels for building a complete new steel mill. PB staff performed an assessment of a number of sites in the states of Oregon and Washington. A number of different operational, financial, navigational, environmental, engineering, and infrastructure criteria were developed and use to assess and compare the sites. Based on the analysis, PB staff made recommendations for location of the site. Upon selection of the site, our staff developed more specific recommendations for construction of a shipping terminal for the selected location.

Potential Commodity Movements for Oregon's Coastal Deep Draft Ports, Oregon Department of Economic Development

PB (OBA) was the prime contractor to identify potential cargo movements for Oregon's deep draft coastal ports of Astoria, Coos Bay, and Newport. The study defined hinterland and allocated to specific port, and identified existing originations, destinations, and transport patterns for forest products, agriculture, and manufacturing industries. Applied to infrastructure and state port assessment by subsequent Department of Development contractors.

Columbia Gateway Master Plan, Port of Vancouver

Columbia Gateway is currently under development as the location for the Port of Vancouver’s future high volume industrial and bulk cargo terminal expansions. It is a green field site consisting of some 1,100 acres of which 635 acres have been set aside for port and industrial development. When fully developed, the site may accommodate water-dependent marine industrial facilities with intermodal rail access or up to two grain/bulk terminals with loop tracks. PB (OBA) staff, as a sub-consultant, was responsible for all water-related, marine-dependent facility planning for this development. The assignment included marine industrial facility planning, high volume dry bulk terminal planning with rail access and loop tracks, and navigation planning. The PB team is currently assisting the Port’s Environmental Impact Study by providing facility planning, navigation and waterway engineering services.

Marine Terminal Master Plan (MTMP) 2020, Port of Portland

PB Ports & Marine is currently preparing a comprehensive master plan for the Port of Portland addressing the Port’s future requirements for container, breakbulk, bulk and automotive facilities and related road and rail access. The master plan encompasses five major studies in an effort to strike the right sustainable balance for the Port, its customers, the community and the environment. The five components include:

•  Facility conditions survey and maintenance capital assessment for five existing terminals

•  Marine trade forecasts, capacity analysis, facility plans and master plan

•  Roadway inventory, capacity analysis and traffic model

•  Rail system inventory, capacity analysis and operations model

•  Environmental conditions survey and ISO 14001 compatible management strategy

While the emphasis of MTMP 2020 is on maximizing the utilization of existing marine terminal facilities through redevelopment, it also includes an assessment of alternative regional port sites and an evaluation of off-site and non-traditional alternatives such as shuttle trains. The MTMP 2020 study components are highly integrated to ensure that all issues, stakeholders and options are considered and balanced. The 18-month master plan study was begun in 2001.

Otak, Inc.

Regional Industrial Land Study, Portland Metro Region, Oregon

Recently assisted several public and private entities in evaluating industrial land needs, and formulating policy strategies to enhance the amount of buildable industrial land in the six-county metro region. Work entailed a detailed assessment of industrial development potential from a private developer’s perspective, as well as from Metro and local government perspectives.

Plum Island Animal Disease Center Investigation, Plum Island, New York

Implemented pilot GIS project during the environmental investigation and remediation of a Level 3 biohazard research facility. Performed needs assessment, specified software, hardware, and data acquisition, integrated GIS into existing work processes and plans, and managed field efforts during data collection. Provided photogrammetric support and rectification of historical aerial photography, designed database and data management rationale, and produced thematic maps for reporting and field investigation efforts

JFK International Airport GIS Analysis, New York City, New York

Provided time-sensitive GIS decision support analysis and mapping for the environmental remediation and construction planning of a major concourse expansion at JFK International Airport. Working closely with the database administrator, analyzed historical and current environmental data with short turn-around to facilitate construction schedules and provide litigation support. Produced over 400 presentation maps for remediation system engineering and client’s business-to-business Web site content. Analyses included contaminant plume delineation in both soil and groundwater, groundwater/dewatering visualization, and quarterly progress figures. Assisted database design and work process plans, and provided in-house training and support for specialized software.

The JD White Company, Inc.

I-5 Transportation and Trade Partnership, Washington and Oregon

The JD White Company, Inc. (TWC) is working with the Oregon Department of Transportation and the Washington State Department of Transportation to bring together Washington and Oregon citizens and leaders to respond to concerns about growing congestion on I-5. The I-5 Partnership is studying transportation needs in the I-5 corridor from I-84 in downtown Portland to I-205 north of Vancouver. TWC coordinates business community efforts, manages and further develops a project web site, and develops and maintains a project e-mail and mailing database.

The project web site, www.i-5partnership.com, is the main information tool used by the public. The site is constantly updated with public involvement opportunities, project status and committee information. Committees involved in the study use the web site to download the latest agenda and review project design alternatives. Members of the public can request presentations and meetings through the site, become part of the e-mail and mailing database, and submit comments. The site also allows members of the media to view recent press releases and provides project background materials. This site encompasses the multiple facets of the project, and employs TWC’s premium web design standards.

Port of Vancouver Columbia Gateway Subarea Plan and EIS, Vancouver, Washington

As the prime contractor, TWC conducted the scoping process in preparation for adoption of a Subarea Plan and EIS for the Port of Vancouver. Columbia Gateway, approximately 1,000 acres of undeveloped land, is owned by the Port and located west and north of the Port’s developed industrial and marine operations areas. Based on the anticipated environmental impacts resulting from proposed port development, an EIS is being prepared to meet both SEPA and, if necessary, NEPA regulatory requirements. The SEPA EIS will ensure that the impacts of the subarea plan and associated future development are addressed, thus allowing the City of Vancouver to adopt a Planned Action Ordinance for the site, The ordinance is intended to secure expedited permit approvals and ensure that no additional SEPA compliance for future development would be necessary. Critical environmental elements of the EIS include wildlife habitat, wetlands, and fishery resources. The EIS will be developed to provide SEPA compliance for future development of the site within a 20-year planning period.