Plan the Site

Site planning is the process of translating community transportation needs into a mobility service, matching this service with the necessary infrastructure, locating this infrastructure, establishing partners to help carry out this equipment deployment, and moving forward with the necessary compliance measures. For the purposes of the Clean Mobility Options program, much of this site planning will occur during the application process and be carried out over the 15-months “planning and construction” phase of a project.

While this guide cannot cover all of the possible variations, challenges, and steps needed to complete a successful site plan, it intends to set out a framework for site selection and planning process, including useful tips and resources to help you navigate the launch and operations plans for your mobility project.

If you are an awardee, please contact your cohort facilitator for additional support. 

CONTENTS

Step 1 – Understand the Results of the Needs Assessment

Step 2 – Establish a Project Model Based on Assessment Results

Step 3 – Identifying a Site

Step 4 – Select Partners and Establish Stakeholder Agreements

Step 5 – Understand the Breadth of Necessary Permits and Insurances

Congratulations! You Have Reached the End of The Toolkit

Things to Consider Beyond this Toolkit

Appendix

Considerations

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Step 1

Understand the Results of the Needs Assessment

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About This Step

All Lead Applicants (Awardees) conducted a Needs Assessment in their project area prior to applying for a Mobility Project Voucher (MPV). Use the Needs Assessment results to identify critical gaps in services that exist and identify locations for infrastructure that best support the community. 

TIP: Download and closely review your Needs Assessment results. 

Step 2

Establish a Project Model Based on Assessment Results

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About This Step

Learn about how different service models such as self-service and on-demand service models have different site planning needs (e.g. vehicle parking, charging networks, fixed, or stations).

Step 3

Identifying a Site

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About This Step

The site planning process begins with identifying locations to site infrastructure. Learn about establishing siting criteria and siting considerations to choose the site locations best suited for your project. 

Step 4

Select Partners and Establish Stakeholder Agreements

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Site planning involves developing partnerships and negotiating contracts to work with each other throughout the course of your mobility project. Learn about establishing equitable stakeholder agreements for data sharing and reporting, insurance indemnification, approved contractors, and agreements about the costs of permitting and exclusivity to operate. 

TIP: To ensure agreements are sound, you may need to work with professionals outside your organization and industry to develop contracts and agreements.

Step 5

Understand the Breadth of Necessary Permits and Insurances

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Permits allow cities to establish standards that shared mobility operators must comply with to continue operating. Permitting requirements vary by city and jurisdiction. Learn about applying for permits and coordinating permit applications to help ensure that permitting is done accurately and in a timely manner. 

TIP: Build in more time than necessary to ensure that deadlines align with your launch plan milestones. 

Congratulations

You Have Reached the End of the Project Implementation Toolkit

About This Step

Congratulations on selecting and planning your site!

Things to Consider Beyond This Toolkit

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About This Resource

Learn about the importance of encouraging ridership and analyzing the site and system performance as you embark on the siting process. 

Appendix

Local Examples of Self-Service and On-Demand Mobility Options

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About This Resource

See 6 examples of self-service mobility options and on-demand mobility options in California.

Considerations

Please note that reference to any specific manufacture, trade, company name, or service is for informational purposes only, and does not constitute endorsement, recommendation, or favoring by the California Air Resources Board.

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