JANUARY 2008 JANUARY 2008 FINAL PROGRESS REPORT Table of Contents 1. Executive Summary ................................................................................................. 3 • Map of Corridor ............................................................................................... 4 • Contract Log.................................................................................................... 5 2. Cost Overview.......................................................................................................... 7 • Project Budget Status...................................................................................... 9 • Plan vs. Actual............................................................................................... 11 • Contingency Drawdown ................................................................................ 12 • CNPA Project Budget Status......................................................................... 13 3. Schedule Overview ................................................................................................ 15 • Critical Path ................................................................................................... 18 • Procurement Bid Status Report..................................................................... 19 4. Quality Assurance .................................................................................................. 20 5. Public Involvement ................................................................................................. 22 6. Disadvantage Business Enterprise Program ......................................................... 27 • DBE Summary Log........................................................................................ 32 7. System Safety and Security ................................................................................... 33 8. Environmental Management .................................................................................. 36 9. Real Estate............................................................................................................. 38 10. Utilities.................................................................................................................... 41 • Prior Rights Utility Cost Status ...................................................................... 43 11. Architecture ............................................................................................................ 44 • Public Art ....................................................................................................... 44 • Station Finishes............................................................................................. 47 12. Facilities ................................................................................................................. 51 • Line Section 1................................................................................................ 51 • Line Section 2................................................................................................ 55 • Line Section 3................................................................................................ 59 • Line Section 4................................................................................................ 63 • Line Section 5................................................................................................ 66 • 48th Street Bridge Replacement .................................................................... 70 • Town Lake Bridge ......................................................................................... 71 • Operations and Maintenance Center ............................................................ 73 • Park-and-Ride ............................................................................................... 75 • Track Material Procurement .......................................................................... 78 • Traffic Signal Procurement............................................................................ 80 • Underfloor Wheel Profiling Machine.............................................................. 82 13. Systems ................................................................................................................. 83 • Automated Fare Collection System............................................................... 83 • Light Rail Vehicle........................................................................................... 87 • Signals and Communications........................................................................ 91 • Traction Electrification System ...................................................................... 96 • Rail Activation/System Integration............................................................... 103 JANUARY 2008 FINAL PROGRESS REPORT 14. Appendix .............................................................................................................. 105 • Presentation Schedule ................................................................................ 105 • Acronyms .................................................................................................... 114 JANUARY 2008 FINAL PROGRESS REPORT 1. Executive Summary The Central Phoenix/East Valley (CP/EV) Light Rail Transit Project includes the design and construction of a 19.6 mile, double track, Minimum Operable Segment that extends from 19th Avenue near Bethany Home Road in North Central Phoenix through the downtown area to and through the City of Tempe, then crosses into the City of Mesa where the project terminates at Main Street and Sycamore. The track alignment is mostly in-street median and includes 27 passenger stations and eight surface parking lots, seven of which are newly constructed, and one existing lot owned by the City of Tempe near an LRT station site that will be dedicated to transit use at no cost to the Project. An initial fleet of 36 LRVs is part of the Project. The Project also includes an Operations and Maintenance Center (formally known as the Maintenance and Storage Facility) to support the 36 light rail vehicles located South of Washington Street and East of 48th Street in Phoenix. Propulsion power for the LRVs will be delivered by a Traction Electrification System consisting of wayside substations distributing propulsion power through an Overhead Catenary System (OCS). The Project will also include a Signals and Communications System consisting of both wayside and traffic signals. The entity responsible for project delivery, Valley Metro Rail (VMR), is a sub-recipient to the grantee, the City of Phoenix. The Project has a budget of $1,412,000,000, with a Revenue Operations Date of December 2008. Construction is nearing 80 percent completion this month with the overall project a little over 81 percent complete and remains on schedule for a December 2008 opening. Total track constructed to date is over 211,000 linear feet or about 94 percent of the total. Line Section Four is completing the final items on the punchlist. Line Section Three continues to place guideway and construct curb, gutter, and sidewalk east of downtown Phoenix. Line Section Five has completed most civil work and is beginning landscaping and punch-out work on Apache Boulevard and Main Street. Line Section One continued installation of the new 48-inch waterline on 19th Avenue. This work is critical to the completion of work on 19th Avenue and Line Section One and is progressing at or slightly ahead of schedule. Line Section Two continues to progress with utility relocations and roadway widening in support of guideway construction. Station Finishes continues to work on structural steel placement and installation of canopies, seating, tactile warning and other station components on twenty-four station platforms along with the construction of transit center facilities. The installation of louvers continues at many locations, working westbound from the Sycamore Transit Center. The systems contracts continue to work in LS2, LS3, LS4 and LS5 to install OCS wire. Wire has been installed throughout LS4, into LS5 to Rural Road and into the east end of LS3. Poles and hanger assemblies have also begun to be installed in LS2. Over 85 percent of the poles have been set in the line sections, with significant progress throughout the alignment. The Systems contractor has access to twenty station platforms to continue installation of systems components including communications cabinets, CCTV’s, speakers and variable message boards. Fiber optic cable has been pulled throughout LS4 and into LS3 and LS5. During the end of December beginning of January time frame the agency experienced eight rail breaks and nine flangeway breaks in the track system on Line Sections 3, 4 and 5. These breaks occurred near a drainage structure. METRO has hired Zeta-Tech and associates to analyze the breaks and determine a cause and provide recommendations for repair. Page 3 Buckeye Rd. Union Pacific RR Washington St. Jefferson St. Van Buren St. Roosevelt St. Papago Fwy. McDowell Rd. Encanto Blvd. Thomas Rd. 19th Ave. 10 13 12 11 10 9 8 7 Central Ave. Osborn Rd. 15th Ave. 6 14 15 10 LINE SECTION 3 4.29 MILES 51 LINE SECTION 2 2.99 MILES PHOENIX 7th St. 5 12th St. 7th Ave. 4 16 l na Ca S r ive R alt Sky Harbor International Airport nd ra G 17 153 18 143 202 19 LINE SECTION 4 5.36 MILES 20 Papago Park 21 Park-and-Ride Location Station Location 22 Te m p TEMPE 23 15. 12th Street / Washington 12th Street / Jefferson 16. 24th Street / Washington 24th Street / Jefferson 17. 38th Street / Washington 18. 44th Street / Washington 19. Priest Drive / Washington 20. Center Parkway / Washington 21. Mill Avenue / Third Street 22. Veterans Way / College Avenue 4. Central Avenue / Camelback 5. Campbell / Central Avenue 6. Indian School / Central Avenue 7. Osborn / Central Avenue 8. Thomas / Central Avenue 9. Encanto / Central Avenue 24. Dorsey / Apache Boulevard 25. McClintock / Apache Boulevard 11. Roosevelt / Central Avenue 12. Central Station / Central Avenue Central Station / 1st Avenue 13. Washington / Central Avenue Jefferson / 1st Avenue 14. 3rd Street / Washington 3rd Street / Jefferson 27 26 101 25 Rio Salado o Pwy.(200N) 28 pe m Te MESA LINE SECTION 5 4.77 MILES Broadway Rd. Main St. Apache Blvd. University Dr. l na Ca 202 28. Sycamore / Main Street 27. Price Freeway / Apache Boulevard 26. Smith-Martin / Apache Boulevard 23. University Drive / Rural 10. McDowell / Central Avenue 3. 7th Avenue / Camelback 2. 19th Avenue / Camelback 24 e To wn Lake S TATI O N S 1. Montebello / 19th Avenue C Curry Rd.(1000N) TEMPE TOWN LAKE BRIDGE Operations and Maintenance Center Priest Dr. Indian School Rd. 3 Galv in P wy. Center Pkwy. Campbell Ave. 27th Ave. 2 16th St. Airport Automated Train System Mill Ave. Camelback Rd. 48th St.(P-4800 E) L EGEN D College Ave. 17 32nd St. Light Rail Alignment Rural Rd. 1 Dorsey Ln. LINE SECTION 1 2.27 MILES McClintock Dr. Bethany Home Rd. Smith-Martin Ln. METRO LIGHT RAIL STARTER LINE Price Fwy. Page 4 Dobson Rd. ra e Sycamore nu e Av Alma School Rd. G nd 40th St. 24th St. 2 METRO CONTRACT LOG JANUARY 2008 ITEM CONTRACT NUMBER CONTRACT DESCRIPTION 1. PROGRAM MANAGEMENT & ENGINEERING 1 LRT-99-001 GEC - DEIS/FEIS/PE 2 LRT-02-001 GEC - Final Design 3 LRT-02-001 GEC - DSDC 4 LRT-98-001-PMC Project Management Consultant 5 LRT-03-005-CAC Construction Administration Services 2. CONSTRUCTION 6 LRT-03-007-B48 7 LRT-04-017-MSF 8 LRT-04-020-LS1 9 LRT-04-019-LS2 10 LRT-04-021-LS3 11 LRT-04-018-LS4 12 LRT-04-022-LS5 13 LRT-05-042-PNR 14 LRT-05-042-PNR-RB 15 LRT-04-028-SF 16 LRT-04-040-TLB 17 LRT-05-036-WPM 3. SYSTEM ELEMENTS 18 LRT-03-001 19 LRT-04-039-S&C 20 LRT-04-014-TES 21 LRT-06-053-FCS 22 LRT-06-071-LCM 23 LRT-07-076-MSFF 24 LRT-06-060-MMIS 4. PUBLIC ART 25 02-002-04 26 02-002-03 27 02-002-04 28 02-002-05 29 02-002-01 30 05-041-ART 31 02-002-07 32 02-002-08 33 02-002-09 34 02-002-10 35 02-002-11 36 02-002-12 37 02-002-13 38 02-002-14 39 02-002-15 40 02-002-16 41 02-002-17 42 02-002-18 43 02-002-19 44 02-002-20 45 02-002-21 46 02-002-23 47 02-002-24 48 02-002-25 2/4/2008 48th Street Bridge Replacement Maintenance & Storage Facility (MSF) Line Section 1 Line Section 2 Line Section 3 Line Section 4 Line Section 5 Park and Rides Montebello & 19th Avenue 19th Avenue & Camelback Central & Camelback 38th St. & Washington Park and Rides (Re-Bid) Price & Apache Sycamore & Main Station Finishes Town Lake Bridge Wheel Profiling Machine CONTRACTOR Parsons Brinckerhoff Quade & Douglas Parsons Brinckerhoff Quade & Douglas Parsons Brinckerhoff Quade & Douglas S.R. Beard & Associates LLC and Parsons Transportation Group, Inc., a Joint Venture Post, Buckley, Schuh & Jernigan, Inc., and PGH Wong Engineering, Inc., a Joint Venture FNF Construction, Inc. Sundt/Stacy & Witbeck, Joint Venture Kiewit Western Co Herzog Contracting Corp Archer Western Contractors Sundt/Stacy & Witbeck, Joint Venture Sundt/Stacy & Witbeck, Joint Venture Kiewit Western Company Kiewit Western Co. MRM Construction Services MRM Construction Services Sundt / Stacy and Witbeck, Joint Venture Archer Western Contractors PCL Civil Constructors, Inc. Simmons Machine Tool Corp Signals and Communications Traction Electrification System Fare Collection System Light Rail Car Mover Modular Furniture for MSF Maintenance Management Information System Kinkisharyo International, L.L.C. and Mitsui & Co. (U.S.A), Inc., CPEV Joint Venture Mass Electric Corp. Mass Electric Corp. Scheidt & Bachmann USA, Inc. Brandt Road Rail Corp Southwest Business Furnishings Mincom, Inc. LS4 Design Team Artist/Station Artist LS2 Design Team Artist/Station Artist LS1 Design Team Artist/Station Artist LS5 Design Team Artist/Station Artist LS3 Design Team Artist Bridge Design Team Artist LS3 Design Team Artist LS3 Design Team Artist 44th Street Station Artist 38th Street Station Artist Central / Roosevel Station Artist Central / McDowell Station Artist First Street Station Artist Third Street Station Artist Central Station, Station Artist 12th Street Station Artist Fifth Street / College Station Artist Central / Campbell Station Artist Central / Indian School Station Artist Central / Osborn Station Artist Central / Thomas Station Artist Third Street / Mill Station Artist Apache Stations - Lighting Artist Apache Stations - Cultural Weave Artist Laurie Lundquist Ilan Averbuch Robert Adams Norie Sato/Bill Will Janet Zweig Buster Simpson Laurie Lundquist Robert Adams Mona Higuchi Stuart Keeler/Michael Machnic Peter Richards Michael Maglich Stephen Farley Cliff Garten Ries Niemi Victor Zaballa Tad Savinar Al Price Mary Lucking Thomas Sayre Brian Goldbloom Catherine Widgery Dan Corson Christine Bourdette Light Rail Vehicles (LRV) Page 5 1 of 2 2 METRO CONTRACT LOG JANUARY 2008 ITEM CONTRACT NUMBER CONTRACT DESCRIPTION 49 02-002-26 Apache Stations - Vertical Objects Artist 50 02-002-27 Apache Stations - Paving Artist 51 02-002-28 Longmore Station Artist 52 02-002-29 19th Avenue / Camelback Station Artist 53 02-002-30 7th Avenue / Camelback Station Artist 54 02-002-31 24th Street Station Artist 55 02-002-32 Central / Encanto Station Artist 5. MISC. CONSTRUCTION & SERVICES 56 LRT-05-046-ERS Environmental Remediation Service 57 LRT-04-031-PCS Power Consulting Services 58 LRT-06-052-MF Modular Furniture 59 LRT-06-065-TCS Telecom Carrier Services 60 LRT-06-057-WLI WAN/LAN and IPT Voice Sys Equipment 61 LRT-04-034-SPC Strategic Planning Consulting Services 62 LRT-05-045-DCS Document Control Services 63 LRT-05-037-ACS Audit Consulting Services 64 LRT-05-038-RMS Risk Management Services 65 LRT-06-069-SSC Safety & Security Certification Services 66 LRT-06-067-ITS Info Technology-Office Network Support 67 LRT-07-082-TCS Telecommunications Services for MSF 68 LRT-07-073-TS Transportation Services 69 LRT-07-086-MSFM Interim Maintenance Services for MSF 70 LRT-07-088-PALS Policy and Advisory Legal Services 71 LRT-07-095-MAC Marketing & Advertising Consulting Services 72 LRT-08-096-EPGO Grand Opening Event Planning Consulting Services 6. OWNER FURNISHED MATERIALS 73 LRT-04-009-MP1 Rail (MP1) 74 LRT-04-010-MP2 Concrete Crossties (MP2) 75 LRT-04-030-MP5 Ballasted Special Trackwork (MP5) 76 LRT-04-032-MP8 Girder Rail (MP8) 77 LRT-04-033-MP9 Girder Rail Special Trackwork (MP9) 78 LRT-04-015-MP3 Traffic Signal Hardware (MP3) 79 LRT-06-072-SE Shop Equipment for Maintenance Facility 80 LRT-07-078-MLE Spray Paint Booth Manlifts at MSF 7. FUTURE LIGHT RAIL EXTENSIONS 81 LRT-06-050-DCS Design Criteria & Standards 82 LRT-06-055-PSS Planning Support Services Planning, Conceptual Engineering & Environmental 83 LRT-07-077-PCES Studies for Future Light Rail Extensions Mesa-Tempe Planning, Conceptual Engineering & Environmental 84 LRT-07-077-PCES Studies for Future Light Rail Extensions I-10/Glendale 85 LRT-07-075-PENW Northwest LRT Extension Engineering Services 86 LRT-07-091-PICS-HDR On-Call Public Involvement Consulting Services Northwest LRT Extension Construction Manager 87 LRT-07-087D-CMNW at Risk Design Phase Services Northwest LRT Extension 88 LRT-07-089-NWA Public Art for Glendale Station Northwest LRT Extension 89 LRT-07-089-NWA Public Art for Northern Station Northwest LRT Extension 90 LRT-07-089-NWA Public Art for Dunlap Parking Northwest LRT Extension 91 LRT-07-089-NWA Public Art for Dunlap Station On-Call Geographic Information Systems 92 LRT-08-102-GIS Consulting Services 2/4/2008 Page 6 CONTRACTOR Suikang Zhao Benson Shaw Brad Konick Josh Garber Nubia Owens Kevin Berry Jamex & Einar de la Torre Environmental Response Inc RW Beck Facilitec, Inc. Time Warner Telecom Calence, Inc. Davis Consulting LKG-CMC, Inc Clifton Gunderson LLP Ashton Tiffany, LLC Booz Allen Hamilton, Inc. World Wide Technology, Inc. Qwest Communications Alternate Concepts, Inc. DMS Facility Services Thompson Coburn, LLP Park & Co. Entertainment Solutions, Inc. Progress Rail Corporation CXT Inc VAE Nortrak North America Inc VAE Nortrak North America Inc VAE Nortrak North America Inc Various Wissota Supply Company, Inc MGM Equipment Source Stantec Consulting HDR Engineering, Inc. HDR / S.R. Beard & Associates URS Corporation DMJM+Harris, Inc. HDR, Inc. Sundt/Stacy & Witbeck, Joint Venture Merge Conceptual Design, LLC Deborah Mersky PhenomenArts, Inc. Colab Studio, LLC Jacobs Carter Burgess 2 of 2 JANUARY 2008 FINAL PROGRESS REPORT 2. Cost Overview Federal 5309 Project The project budget for the Federal 5309 program is $1,412,125,346. Known pending and executed change orders are valued at $71,348,860 of the available $98,786,587 planned contingency. Including Project Reserve, this leaves $32,386,226 of budgeted contingency funds available to the project. The project is 81.2 percent complete. Construction is 79.7 percent complete. Program Management and Administration Forecast is within budget. Program Management Consultant Staffing plan for fiscal years 2008 and 2009 is within the overall forecast of this contract unit. City Administration Forecasts are per agreements with the cities. Right of Way Acquisition Forecast is being re-evaluated; currently at $128,500,000. Contingency was reduced by $7,832,741 consistent with the December 2007 Board approval to transfer funds to the Park and Ride lots. PE/FEIS Engineering Activity is complete. Engineering Budget and forecast for the remaining work is consistent with negotiated staffing plan. Owner Furnished Equipment/Materials Forecasts are within budget. Light Rail Vehicles Contingency appears to be sufficient to fund the work remaining. Facilities Facilities work is 81.6 percent complete. Executed and pending change orders are expected to utilize $56,700,000 of the $69,400,000 available contingency. Additional expected change orders for required acceleration, additional work and expected requests for equitable adjustment are challenging the available balance of contingency. Page 7 JANUARY 2008 FINAL PROGRESS REPORT A pending Board action is forecast to increase the line section 5 contingency by $1,000,000 and reduce the Miscellaneous Construction budget by $1,000,000. Systems Systems work is 65.1 percent complete. Remaining contingency will be required for unforeseen conditions and to accelerate the systems work. Construction Administration Services Budget and forecast for remaining work is consistent with the negotiated staffing plan based scope of work. Testing and Startup Forecast appears sufficient to complete the work. favorably with annual budget and forecast. Current detail expenditures are tracking Art Program Forecast appears sufficient to complete the work. Unallocated Design Contingency Budget was utilized to fund variances between bid amounts and original budgets. Project Reserve The budget remains at $4,948,499 after the December 2007 Board Action that transferred $7,500,000 to facilities and systems contingencies. Financing Costs The budget and forecast is $118,400,000. Concurrent Non Project Activities Project The budget for Concurrent Non Project Activities is $103,012,860, based on the January 2007 Valley Metro Rail Board approved amount. During the reporting period five change orders were processed for a total cost of $59,961. ASU had one change order processed for a credit of $481 which was credited back to contingency leaving the forecast unchanged. The City of Mesa had one change order processed for a credit of $409 which was credited back to contingency leaving the contingency unchanged. The City of Tempe had two change orders processed for a total of $7,209. Tempe’s CNPA forecast decreased by $519,760 due to close out adjustments and the cancellation of the Rural Road Bus Interface CNPA. The Phoenix Public Transit Department had two change orders processed for a cost of $21,548. Public Transit’s CNPA forecast decreased by $435,684 due to close out adjustments. Phoenix Aviation had one change order processed for a total cost of $8,027 which was funded by existing contingency leaving the forecast unchanged. The Phoenix Streets department had zero change orders processed and the forecast decreased by $61,605 due to close out adjustments. Phoenix Water Services had two change orders processed for a total of $24,067 and the forecast decreased by $76,366 due to the close out of force account change orders. Page 8 Valley Metro Rail Program Control CP/EV LRT Project Project Budget Status Federal 5309 Project Description Element 50 51 52 53 54 55 56 57 5K 58 5G 59 5A 5B 81 LS1 19th Ave/Bethany - Camelback/Central LS2 Camelback/Central - McDowell Road LS3 McDowell Road - 28th Street LS4 28th Street - N Approach to Town Lake LS5 1st Street - Sycamore Station Finishes Park and Ride Facilities Miscellaneous Construction Archaeological Investigations/Hazardous Material Removal MSF Construction/Equipment Installation MSF Underfloor Wheel Profiling System 48th Street Bridge Restoration Town Lake Bridge Prior Rights Utility Relocations Contingency Facilities 4A 4B 4C 4D 4E 4F 4G 81 Rail Procurement Concrete Crosstie Procurement Traffic Signal Hardware Ballasted Special Trackwork Procurement Crossing Panel Procurement Girder Rail Procurement Girder Rail Special Trackwork Procurement Contingency Owner Furnished Materials/Equipment 5D 5E 5F 81 FFGA Attachment 3 Board Revised Budget 2008_01 Current Actual $ (To Date) Forecast Variance $27,130,856 $38,004,059 $63,981,654 $46,622,020 $49,680,435 $38,701,950 $15,104,339 $7,505,200 $0 $57,637,721 $0 $2,014,013 $15,529,600 $22,938,000 $37,491,841 $422,341,688 $39,543,419 $53,114,028 $97,997,488 $51,529,529 $76,221,812 $53,254,070 $22,295,267 $3,100,659 $7,572,689 $65,400,000 $980,107 $2,824,232 $21,759,753 $25,521,262 $21,152,763 $542,267,078 $28,534,294 $42,763,488 $85,967,620 $51,469,339 $74,703,632 $33,581,321 $776,799 $326,557 $4,472,197 $65,400,001 $884,058 $2,837,136 $21,759,751 $26,819,035 $0 $440,295,228 $46,111,358 $53,239,564 $98,415,032 $51,922,410 $76,771,923 $53,347,047 $22,295,267 $750,000 $7,589,245 $65,400,001 $967,068 $2,837,136 $21,759,751 $33,992,167 $8,532,909 $543,930,878 ($6,567,939) ($125,536) ($417,544) ($392,881) ($550,111) ($92,977) $0 $2,350,659 ($16,556) ($1) $13,039 ($12,904) $2 ($8,470,905) $12,619,854 ($1,663,800) $1,306,200 $900,000 $8,060,100 $2,532,414 $380,100 $15,079,742 $0 $1,412,863 $29,671,419 $1,273,506 $903,395 $8,063,587 $2,291,497 $360,096 $14,725,878 $5,712,656 $508,585 $33,839,200 $1,279,492 $718,883 $8,127,887 $2,257,456 $0 $14,695,450 $5,258,484 $0 $32,337,652 $1,285,385 $870,579 $8,128,067 $2,257,456 $0 $14,698,376 $5,892,914 $0 $33,132,777 ($11,879) $32,816 ($64,480) $34,041 $360,096 $27,502 ($180,258) $508,585 $706,423 Automated Fare Collection System Traction Power Substations/Overhead Catenary System Communications/Signals Contingency Systems $10,755,800 $62,141,100 $38,220,002 $8,674,000 $119,790,902 $7,103,212 $57,986,200 $38,971,482 $4,775,847 $108,836,741 $24,436 $43,825,013 $25,157,047 $0 $69,006,496 $7,103,212 $57,979,639 $38,971,483 $4,782,407 $108,836,741 $0 $6,561 ($1) ($6,560) $0 Sub Total, Construction $571,804,009 $684,943,019 $541,639,376 $685,900,396 ($957,377) 4K 4N Vehicle Contract LRT Vehicle Contract Contingency LRT Vehicles $115,501,823 $5,775,001 $121,276,824 $116,991,301 $2,431,264 $119,422,565 $74,511,172 $0 $74,511,172 $116,991,301 $1,431,264 $118,422,565 $0 $1,000,000 $1,000,000 22 23 20 ROW Acquisition ROW Contingency ROW $116,214,150 $20,081,000 $136,295,150 $117,033,875 $11,435,123 $128,468,998 $123,016,742 $0 $123,016,742 $128,500,000 $0 $128,500,000 ($11,466,125) $11,435,123 ($31,002) Page 9 Valley Metro Rail Program Control CP/EV LRT Project Project Budget Status Federal 5309 Project Description Element FFGA Attachment 3 Board Revised Budget 2008_01 Current Actual $ (To Date) Forecast Variance 30 PE/FEIS Engineering $25,054,938 $25,054,938 $25,169,700 $25,169,700 ($114,762) 31 4L 20 32 33 34 Engineering Vehicle Engineering ROW Engineering Design Services During Construction Engineering Contingency DSDC Contingency Engineering $76,780,935 $5,432,358 $1,016,370 $14,160,426 $0 $0 $97,390,089 $76,346,255 $6,255,358 $1,321,163 $22,049,464 $0 $0 $105,972,240 $77,192,206 $5,853,489 $1,266,225 $19,546,247 $0 $0 $103,858,167 $77,184,335 $6,259,273 $1,266,226 $23,011,609 $0 $0 $107,721,443 ($838,080) ($3,915) $54,937 ($962,145) $0 $0 ($1,749,203) 60 61 Construction Administration Services CAC Contingency Construction Administration Services $37,759,127 $15,244,622 $53,003,749 $52,311,124 $0 $52,311,124 $45,779,023 $0 $45,779,023 $52,311,124 $0 $52,311,124 10 11 62 67 21 76 16 17 18 PE Administrative/Management Costs Administrative/Management - VMR Construction Administration Services - VMR CAB Program Administrative ROW Costs Administrative/Management Art Program Costs Administrative/Management - ADOT Agency Insurance Cost Administrative/Management Contingency Program Management $4,363,526 $43,915,047 $1,697,232 $0 $696,712 $414,632 $420,000 $7,000,000 $58,507,149 $4,363,526 $44,321,157 $2,908,129 $2,500,000 $696,712 $414,632 $1,016,619 $7,000,000 $1,388,523 $64,609,298 $8,387,972 $29,839,149 $1,639,474 $2,234,954 $602,289 $0 $623,342 $6,699,590 $0 $50,026,770 $8,387,972 $37,187,419 $2,100,706 $2,500,000 $696,712 $414,632 $1,212,730 $7,000,000 $388,523 $59,888,694 ($4,024,446) $7,133,738 $807,423 $0 $0 $0 ($196,111) $0 $1,000,000 $4,720,604 10 21 76 12 4M 63 PE Administrative/Management Costs Administrative ROW Costs Administrative/Management Art Program Costs Administrative/Management - PMC Administrative Vehicle Costs Construction Administration Services - PMC Program Management Consultant $12,832,472 $1,016,571 $549,061 $32,736,326 $1,337,322 $4,581,527 $53,053,279 $12,832,472 $828,502 $464,266 $33,514,234 $561,908 $5,351,897 $53,553,279 $12,255,028 $791,139 $255,989 $30,371,104 $553,400 $3,619,538 $47,846,198 $12,255,028 $791,139 $388,343 $37,802,842 $553,400 $4,762,527 $56,553,279 $577,444 $37,363 $75,923 ($4,288,608) $8,508 $589,370 ($3,000,000) 10 13 64 14 15 PE Administrative/Management Costs Administrative/Management - COP Construction Administration Services - COP Administrative/Management - COT Administrative/Management - COM City Administration $3,158,439 $2,986,000 $8,347,000 $6,797,000 $897,000 $22,185,439 $3,158,439 $5,448,000 $5,885,000 $6,797,000 $897,000 $22,185,439 $1,692,490 $3,547,373 $6,161,589 $6,797,000 $1,167,050 $19,365,502 $3,158,439 $5,171,411 $6,161,589 $6,797,000 $897,000 $22,185,439 $0 $276,589 ($276,589) $0 $0 $0 75 77 Public Art Contracts Art Program Contingency Public Art $5,284,133 $999,000 $6,283,133 $6,083,177 $199,956 $6,283,133 $3,736,780 $0 $3,736,780 $6,083,177 $199,956 $6,283,133 $0 $0 $0 70 Start-Up and Testing $31,000,000 $26,000,000 $7,076,204 $25,000,000 $1,000,000 80 85 Unallocated Design Contingency Project Reserve $7,575,241 $69,829,000 $0 $4,948,499 $0 $0 $0 $5,816,759 $1,253,258,000 $1,293,752,532 $1,042,025,634 $1,293,752,532 $0 $158,867,346 $118,372,814 $28,299,706 $118,372,814 $0 $1,412,125,346 $1,412,125,346 $1,070,325,340 $1,412,125,346 $0 SUBTOTAL 90 Financing Costs TOTAL CP/EV PROJECT Page 10 $0 $0 $0 $0 ($868,260) Page 11 O ct $0 $200,000,000 $400,000,000 $600,000,000 $800,000,000 $1,000,000,000 $1,200,000,000 $1,400,000,000 -0 Actual FFGA Average Planned 5 6 7 5 6 5 6 8 5 6 7 7 7 8 8 8 4 5 6 5 6 7 7 8 8 -0 b-0 r-0 n-0 g-0 t-0 c-0 b-0 r-0 n-0 g-0 t-0 c-0 b-0 r-0 n-0 g-0 t-0 c-0 b-0 r-0 n-0 g-0 t-0 c-0 c c c c c p p p p e Fe e Fe e Fe e Fe e A O A O A O A O Ju Au Ju Au Ju Au Ju Au D D D D D 4 Plan versus Actual Costs Page 12 $0.0 $30.0 $60.0 $90.0 $120.0 $150.0 $180.0 $ Million Change Order Contingency Unallocated Design Contingency Project Reserve Aug- Nov- Feb- May- Aug- Nov- Feb- May- Aug- Nov- Feb- May- Aug- Nov04 04 05 05 05 05 06 06 06 06 07 07 07 07 CP/EV LRT Contingency Drawdown Phoenix Public Transit Phoenix Streets Phoenix Aviation Phoenix Water Page 13 B3 B4 B5 B6 B7 J1 J2 J3 J5 A7 C6 D2 D6 E9 F3 A3 D1 E3 E4 E5 K3 M1 A1 A2 A5 A6 A7 B1 F4 F5 F6 F7 H2 J6 K7 Element $9,887,790 $6,255,348 $15,367,099 $5,325,583 $415,420 $1,099,400 $1,094,162 $29,192 $350,000 $39,823,994 $86,431,070 Sub Total Water Services Department Total - Phoenix $3,963,733 Sub Total Aviation Department LS 1 Water/Sanitary Sewer LS 2 Water/Sanitary Sewer LS 3 Water/Sanitary Sewer LS 4 Water/Sanitary Sewer Water and Sanitary Sewer Lines - 48th St. Bridge Replacement Contract Cathodic Protection for Waterlines LS1 Cathodic Protection for Waterlines LS2 Cathodic Protection for Waterlines LS3 Cathodic Protection for Waterlines LS4 $2,822,429 $22,997 $783,003 $214,035 $61,269 $60,000 $12,584,531 $9,820,210 $509,602 $264,342 $1,479,814 $430,896 $79,667 $30,058,812 $963,403 $99,083 $5,555,929 $7,022,524 $4,900,509 $930,293 $2,595,811 $89,285 $192,720 $101,414 $602,233 $2,628,002 $4,377,606 44th Street/Washington Transit Center (SF) APM Utility Connections 44th Street Station People Mover Foundation (LS4) People Mover - APS Duct Bank @ 40th Place 10" Water Line at 42nd/Washington LS 4 Archaeological/Hazardous Material Testing (CAC) Sub Total Streets Department 6th Lane - Camelback (LS1) Additional Street/Pedestrian Lighting (LS3) Seal Coat versus Rubber Overlay (LS 1 ) Seal Coat versus Rubber Overlay (LS 3) Seal Coat versus Rubber Overlay (LS 4) Red Light Enforcement Removable Steel Curb at 7th/Jefferson Sub Total Public Transit Department Bus Bays (LS2) Phoenix Art Museum Left Turn Signal 19th/Montebello Transit Center (SF) 117 Central/Camelback Transit Center (SF) 44th Street/Washington Transit Center Real Estate Washington Street Bike Lane (LS4) Civic Plaza Track Support System Additional Water Services to the Pueblo Grande Museum - LS4 Central/Camelback Bus Bays Relocation COP Landscape Irrigation Restoration Central Ave Fiber Optic COP Washington/Jefferson 16th to 26th Street, Property Access 11th Street Loop Track Description Board Approved Total Valley Metro Rail Program Control CP/EV LRT Project Project Budget Status CNPA Project $88,346,820 $39,096,301 $9,947,102 $5,840,579 $15,089,589 $6,468,752 $155,767 $739,855 $504,657 $0 $350,000 $4,162,250 $3,018,981 $22,997 $783,003 $216,000 $61,269 $60,000 $12,677,084 $9,883,190 $521,724 $264,342 $1,509,876 $430,896 $61,067 $5,989 $32,411,185 $984,756 $108,770 $6,348,742 $7,554,237 $4,649,580 $912,714 $2,223,693 $89,285 $193,065 $99,952 $620,077 $3,845,895 $4,780,419 Revised Budget/Estimate $62,401,467 $31,881,306 $6,265,061 $4,180,055 $14,323,751 $6,357,921 $142,862 $141,148 $384,888 $0 $85,620 $3,627,801 $2,417,666 $22,717 $756,400 $326,527 $47,020 $57,471 $8,593,992 $7,344,991 $437,468 $17,104 $445,069 $312,273 $31,098 $5,989 $18,298,368 $454,728 $37,188 $4,977,769 $4,017,169 $4,467,450 $702,967 $311,467 $62,262 $17,056 $69,944 $101,861 $1,845,629 $1,232,878 Current Actual $ (To Date) $85,507,702 $39,820,833 $9,952,539 $6,090,852 $15,365,965 $6,524,038 $155,767 $743,645 $608,835 $29,192 $350,000 $4,242,824 $3,019,401 $22,997 $756,400 $326,527 $57,499 $60,000 $11,779,733 $8,954,921 $521,724 $264,342 $1,593,099 $378,591 $61,067 $5,989 $29,664,312 $984,756 $99,083 $6,317,206 $7,093,078 $4,649,580 $866,305 $340,043 $81,792 $180,435 $91,807 $615,437 $3,564,371 $4,780,419 Forecast $2,839,118 ($724,532) ($5,437) ($250,273) ($276,376) ($55,286) $0 ($3,790) ($104,178) ($29,192) $0 ($80,574) ($420) $0 $26,603 ($110,527) $3,770 $0 $897,351 $928,269 $0 $0 ($83,223) $52,305 $0 $0 $2,746,873 $0 $9,687 $31,536 $461,159 $0 $46,409 $1,883,650 $7,493 $12,630 $8,145 $4,640 $281,524 $0 Variance 2008_01 Tempe Mesa Arizona State University Various Page 14 E1 F8 C9 E2 H1 A9 H4 N3 XX A8 AA B8 C1 C2 C7 C8 D4 D7 E6 F2 F9 G1 G3 H3 J4 J9 K1 K2 K4 L1 L2 L5 N4 XX Element $6,403,588 Sub Total Mesa Grand Total CNPA Sub Total Other (APS) Duct Bank at 48th St. Utility Bridge, Archaeological Support Rojo Lofts Property Sub Total ASU $89,130 $105,025,904 $103,012,860 $74,344 $14,786 $1,285,923 $78,274 $8,189 $1,199,460 $6,420,528 $5,524,839 $872,147 $18,542 $5,000 $8,883,503 $752,738 $235,400 $35,611 $32,499 $122,000 $116,990 $94,081 $345,014 $7,990 $624,874 $123,153 $523,603 $0 $0 $414,922 $158,638 $0 $7,645 $11,076 $4,734,791 $12,089 $466,011 $0 $44,378 $20,000 Revised Budget/Estimate $158,308 $76,309 $81,999 $1,045,908 $86,463 $0 $959,445 $5,532,721 $847,325 $18,542 $5,000 Main Sycamore Transit Center Fiber Optic Backbone LS-4 (Mesa portion) Mesa Market Analysis Mesa Miscellaneous Force Account Work LS5 ASU Logo Additions ASU Steam Line Fiber Optic ASU $8,973,986 $0 $0 $44,378 $20,000 $500,000 $244,080 $54,639 $32,499 $114,338 $110,701 $94,081 $345,014 $0 $624,874 $75,345 $610,983 $0 $0 $427,239 $158,638 $509,186 $7,645 $11,076 $4,989,270 Sub Total Tempe 5th/College Transit Center COT SRP Prior Rights TC Relocation Terrace / Apache Waterline Coordination (Design Only) Additional Communications Conduits COT ASU Pedestrian Signal Parking Facility 5th/Farmer COT Waterline @ Cremery Route COT Additional Street Lighting (LS5) COT Additional Conduit @ McClintock/Apache Rubberized Asphalt LS5 McClintock / Apache Storm Drain Rubber Asphalt - Tempe McClintock Park and Ride - CNPA Tempe Admin Costs Fiber Optic COT Cathodic Protection of Waterline LS4 CO#15 University Drive Station Bus Interface Veteran's Way- 5th/College TC Bus Shelter Electrification Washington/Center Parkway Station TLB 4th of July Electrical COT CNPA - Additional Mill/Overlay COT McClintock Park & Ride Tempe Market Analysis Tempe Miscellaneous Force Account Work LS5 Description Board Approved Total Valley Metro Rail Program Control CP/EV LRT Project Project Budget Status CNPA Project $78,670,606 $57,870 $57,870 $0 $490,546 $54,888 $8,189 $427,469 $3,822,432 $3,635,673 $163,818 $18,542 $4,399 $11,898,291 $596,459 $0 $35,292 $24,271 $74,976 $85,740 $82,061 $221,597 $7,990 $276,903 $107,786 $348,536 $5,580,729 $722,808 $73,963 $115,923 $0 $6,689 $9,766 $2,984,974 $12,089 $466,011 $0 $43,728 $20,000 Current Actual $ (To Date) $108,303,479 $153,835 $71,837 $81,998 $1,264,616 $72,010 $8,189 $1,184,417 $6,259,499 $5,354,547 $881,410 $18,542 $5,000 $15,117,827 $635,205 $235,400 $35,611 $27,775 $122,000 $118,476 $82,061 $279,956 $7,990 $624,874 $116,207 $489,349 $5,580,729 $722,808 $414,922 $139,644 $0 $7,645 $9,766 $4,734,791 $24,800 $466,011 $175,768 $44,378 $21,661 Forecast ($3,277,575) ($64,705) $2,507 ($67,212) $21,307 $6,264 $0 $15,043 $161,029 $170,292 ($9,263) $0 $0 ($6,234,324) $117,533 $0 $0 $4,724 $0 ($1,486) $12,020 $65,058 $0 $0 $6,946 $34,254 ($5,580,729) ($722,808) $0 $18,994 $0 $0 $1,310 $0 ($12,711) $0 ($175,768) $0 ($1,661) Variance 2008_01 JANUARY 2008 FINAL PROGRESS REPORT 3. Schedule Overview The current Status of the Master Schedule is based on a data date of February 1, 2008. The current forecast continues to be an on-time Program completion date of Saturday, December 27, 2008. In Line Section 1, the 24-inch sewer line and the 48-inch water line are working and on schedule. To date, the Program has been successful in mitigating delays with a minimum of acceleration to the Civil Contracts. Partnering and detailed scheduling meetings with all of the Major Contracts Project Managers and the Resident Engineers have continued to facilitate a phased startup plan and to integrate access milestones. Station Finish steel erection is complete on 24 of the Stations, and Electrical/Communications cabinet work has been completed for 19 stations. Work is continuing on 24 of the stations. Over 211,100 linear feet (39.98 miles) of track has been placed in Line Sections 1, 2, 3, 4, 5 and OMC. Over 1,375 of the 1,400 OCS Foundations have been placed and pole setting is going well by the TES Contractor with 1,194 of the 1,400 OCS poles installed. Track Installation Bid Quantity Line Section LF Miles Installed LF Remaining Miles LF Miles % Complete OMC 19,261 3.65 19,261 3.65 0 0.00 100.0% Line Section 1 23,454 4.44 15,900 3.01 7,554 1.43 67.8% Line Section 2 30,752 5.82 24,852 4.71 5,900 1.12 80.8% Line Section 3 44,629 8.45 44,219 8.37 410 0.08 99.1% Line Section 4 56,054 10.62 56,054 10.62 0 0.00 100.0% Line Section 5 50,818 9.62 50,818 9.62 0 0.00 100.0% 224,968 42.61 211,104 39.98 13,864 2.63 93.8% Total OCS Pole and Down Guy Anchor Foundations Line Section Line Section 1 Line Section 2 Line Section 3 Line Section 4 Line Section 5 Total Bid Quantity 136 184 481 257 342 1,400 Installed 131 178 467 257 342 1,375 Page 15 Remaining 5 6 14 0 0 25 % Complete 96.3% 96.7% 97.1% 100.0% 100.0% 98.2% JANUARY 2008 FINAL PROGRESS REPORT Station Finishes Stations to S&C LS-1 Milestone B LS-2 Milestone B LS-3 Milestone B LS-4 Milestone B LS-5 Milestone B Total Bid Quantity 3 6 12 4 8 33 Complete 1 0 11 4 4 20 Remaining 2 6 1 0 4 13 % Complete 33.3% 0.0% 91,7% 100.0% 50.0% 60.6% Traction Electrification Area Description U/M Bid Quantity Installed % Complete TPSS# 1 Thru 15 Feeders & Negative Returns LF 135,580 46,730 34.5% Yard 500 kcmil Feeder Cable LF 2,175 2,175 100.0% Line Sections/Yard OCS Pole Assemblies EA 1,478 1,194 80.8% Line Sections/Yard OCS Wire LF 259,790 141,079 54.3% Line Sections/Yard OCS Cantilever Assemblies EA 2,027 1,257 62.0% Signals and Communications Area Stations Stations Stations Stations Line Sections Line Sections Line Sections Description Local Wire Installed Communications Cabinet Equipment Installed Communications Device Kits Terminate Devices Backbone Fiber Street Traffic Fiber City Use Fiber U/M EA Bid Quantity 44 Installed 12 % Complete 27.3% EA EA EA LF LF LF 44 44 44 140,360 140,360 245,991 10 14 9 52,760 47,556 0 22.7% 31.8% 20.5% 37.6% 33.9% 0.0% Major Milestones Civil: Line Section 1 Completion July, 2008 Line Section 2 Completion May, 2008 Line Section 3 Completion June, 2008 Line Section 4 Completion December, 2007 Line Section 5 Completion March, 2008 Station Finishes December, 2008 Park and Ride December, 2008 Page 16 JANUARY 2008 FINAL PROGRESS REPORT Systems: Signals and Communications October, 2008 Fare Collection November, 2008 Traction Electrification August, 2008 Startup: Start Integrated Testing Area 1 (24th Street to the Mill Pocket Track) March, 2008 Start Integrated Testing Area 2 (LS3 and Balance of LS5) July, 2008 Start Integrated Testing Area 3 (All of LS2 and LS1): August, 2008 Critical Path(s): LS1 48-inch Waterline LS1 Track-work 19th Avenue LS1 48-inch Waterline Tie In S&C at LS1 19th Avenue/Camelback Area Construction LS1 Milestone D TES/S&C Access North of Bethany Home to 19th/Camelback Track-work Complete TES - LS1 - OCS Construction North of Bethany Home to 19th TES Milestone 10C - Complete TES Work Area 3 Turnover Area 3 to METRO Operations Integrated Tests Area 3 -Track, Clearance, TES T/O OCC/Communications Entire Line to METRO Operations Integrated Tests Entire Line Dynamic Signal and Communication Allowance for Re-Testing Complete Integrated Testing Complete Safety Certification Process Pre-Revenue Operation Revenue Service Date (ROD) Page 17 Activity ID Orig Rem% Dur Dur Start Finish A S 2007 O N D J F M A 2008 J J M A S O N D J F 2009 M A M J U Primary Critical Path ALS1_4 TAALS1_4 AALS1_4 LS1_6 78* 127* 0* 29OCT07A 14JAN08A LS-1 48" Waterline 81* 17DEC07A 21APR08 24* 7* 15JAN08A 0 0 LS-1 Trackwork 19th Ave 07FEB08 LS-1 48" Waterline Tie IN 22APR08* LS-1 Milestone D TES/S&C Access N of Bethany Home to 19th/Camelback Trackwork Complete TES_1090 99* 99* 23APR08 30JUL08 TES/S&C - LS-1 - Construction N of Bethany Home to 19th TESM10C_2 0 0 31JUL08* TES Milestone 10C - Compl TES Work Area 3 TURNOVER_4 0 0 01AUG08 Turnover Area 3 to VMR Operations INTTESTC_2 TURNOVER_5 30 30 02AUG08 0 0 31AUG08 Integ.Tests Area 3 -Track, Clearance, TES 15AUG08 T/O OCC/Comm. Entire Line to VMR Operations Integ.Tests Entire Line - Dynamic Signal & Comm INTTESTD_2 60 60 16AUG08 14OCT08 SCHCONT_2 41 41 15OCT08 24NOV08 Allowance for Re-Testing INTTESTC_C 0 0 24NOV08 Complete Integrated Testing SFTYCERT_2 0 0 25NOV08* PREREV_2 PREREVC_2 31 31 26NOV08 0 0 27DEC08 Complete Safety Certification Process 26DEC08 Pre-Revenue Operation Revenue Service Date (ROD) Secondary Critical Path LS2_22 0 0 30OCT07A LS2_23 0 0 20DEC07A LS2_7 0 0 21JAN08A LS-2 Central/Indian Sch Station Fndns Complete LS-2 Central/Osborn Station Fndns Complete LS-2 Milestone GW-2 TES/S&C Access Farrington to Osborn SF_25 0 0 28FEB08* LS2_11 0 0 06MAR08* LS-2 Central/Encanto Station Fndns Complete LS-2 Milestone GW-4 TES/S&C Access Virginia to McDowell SC_2001 LS2_10 137* 137* 18MAR08* 0 0 01AUG08 S&C, Work at Stations - LS-2 31MAR08* LS-2 Milestone GW-3 TES/S&C Access Osborn to Virginia TES_2020 Start Date Finish Date Data Date Run Date 122* 122* 01APR08 01AUG04 26DEC08 01FEB08 28JAN08 08:09 31JUL08 Early Bar Progress Bar TES - LS-2 -OCS Construction 8002 Sheet 1 of 1 Valley Metro Rail Critical Activity Central Phoenix/East Valley LRT © Primavera Systems, Inc. Page 18 Critical Path Page 19 3/31/08 Issue Date 2/12/08 4/10/08 Pre-Bid Conf PART II – LONG RANGE DEVELOPMENT PROJECTS Architectural/Engineering 1/21/08 On-Call Consultant Services Future Extension Projects Long Term Maintenance Services for OMC and Facilities PART I – CP/EV LRT PROJECTS Title 3/3/08 5/15/08 Bid Opening 4/16/08 8/20/08 Board Award Procurement Bid Status Report as of 1/31/08 5/1/08 9/1/08 NTP (Anticipated) JANUARY 2008 FINAL PROGRESS REPORT 4. Quality Assurance Description The METRO Quality Assurance Manager is responsible for the establishment and implementation of a Quality Assurance Program for the Valley Metro Rail organization that meets the requirements of the Federal Transit Administration and provides adequate confidence that procured materials and services meet the technical and quality requirements of the project. The METRO Quality Assurance Manager is assisted by the Quality Assurance Managers for the GEC for design, the GEC for LRT Vehicle procurement and the CAC for construction, installation, inspection and testing. Individually and collectively, the Quality Assurance Managers are responsible for ensuring the effective implementation of the Quality Assurance Programs for their respective organizations and contractors. The Quality Assurance Managers are responsible for approval of quality programs, assessment of compliance with quality programs through inspections, audits and surveillances and for identifying nonconforming materials, parts and services and assuring effective corrective action. Progress METRO Activities Civil and Structural • Attended (CAC) bi-weekly Resident Engineer meetings. • Attended Line Section weekly progress and coordination meetings. • Completed audit of Construction Administration Consultant’s compliance with selected sections of its Resident Engineer Manual for the Line Section 4 contract. Audit closed. • Conducted audit for Construction Administration compliance/implementation of its QA Manual. Audit closed. • Conducted audit for Construction Administration Consultant’s compliance with selected sections of its Resident Engineer Manual for the Line Section 1 contract. Audit closed. Consultant’s Light Rail Vehicle • • Audits • Updates to the Engineering Change Notice books • Car History Books for LRV 120, 121 and 122 Inspections • Continuing inspections of the assembly and testing process, for example; ƒ Mainline and yard load testing ƒ Final vehicle inspections Page 20 continued JANUARY 2008 FINAL PROGRESS REPORT • ƒ Interior and exterior inspections ƒ Truck inspections ƒ Wiring checks and testing of communications equipment ƒ Hi-Pot and Megger Testing Vehicle Final Assembly • Accepted delivery of LRV 120 and 121 Construction Administration Consultant Activities Personnel • The new CAC QA Manager began work. Quality Manuals Reviewed • To date all Line Section Contractor’s Quality Plans have been approved. General • Attended weekly Resident Engineer meetings. • Attended various Line Section weekly coordination meetings. Nonconformance Report Log (NCR), 41 items Total NCR’s New NCR’s Closed NCR’s Remaining NCR’s NCR’s Projected to be Closed in February 41 10 4 27 6 Quality Action Request Log (QAR), 38 items: Total QAR’s New QAR’s Closed QAR’s Remaining QAR’s QAR’s Projected to be Closed in February 28 0 0 28 7 Cost and Schedule – Variance Analysis • Quality Assurance activities remain within budget and on schedule. Issues and Solutions • Rail breaks; the cause and remedy is currently under investigation. Page 21 JANUARY 2008 FINAL PROGRESS REPORT 5. Public Involvement Description The Public Involvement Section is responsible for sharing information on the Project with stakeholders along the light rail alignment, documenting questions and concerns expressed by these stakeholders and ensuring that appropriate Project staff addresses them, and providing answers and feedback to those stakeholders on the outcome. At this stage of the Project, PI Area Coordinators are working with stakeholders in their respective line sections to provide the latest information on the design plans with regard to right-of-way requirements, traffic circulation, landscaping, and locations for traction power substations and signal houses. They are also sharing information on business assistance programs with the owners and managers of businesses located along the light rail corridor. Progress Line Section 3 is finalizing plans for a milestone event to be held on February 6th. The Rock the Rail Event will celebrate light rail construction progress on Central Avenue south of Roosevelt Street. The event is designed to promote the businesses in the area of Central Avenue and Roosevelt. Local restaurants will be participating and handing out samples of their food product. Event attendees will have opportunity to enter to win gift certificates from local retail shops; including two round-trip airfare tickets courtesy of Southwest Airlines. The cheerleaders and Sparky from Arizona State University will also be in attendance to kickoff the celebration. The Event is being co-sponsored by Phoenix Community Alliance, Friends of Transit, Archer Western Construction Company, City of Phoenix, and METRO. Public Involvement staff continues their effort to provide regular updates to stakeholders. METRO’s PI Manager provided a Light Rail Update at METRO Board Chair, Tom Simplot’s Monthly District 4 Breakfast, at the Adam Diaz Senior Center. Citizens voiced their interest in future opportunities to visit METRO’s Operations and Maintenance Center as well as possible tour of the vehicles. Councilman Simplot indicated that he would inquire with METRO with the next available opportunity to host a future District 4 meeting at METRO’s OMC. Page 22 JANUARY 2008 FINAL PROGRESS REPORT BUSINESS ASSISTANCE • Order and delivery of Courtesy Signage Program continues in all Line Sections. Through January, 740 signs and 446 banners (1,186 totals) have been issued for businesses in the five Line Sections. The following table illustrates the current distribution for this program: METRO Construction Signage/Banner Program Overall Distribution Line Section Signs Banners Total Line Section One 98 87 185 Line Section Two 110 63 173 Line Section Three 258 86 344 Line Section Four 41 37 78 Line Section Five 233 173 406 Totals 740 446 1,186 METRO Business Outreach Program The following is a break down of business outreach statistics as of January 31, 2008: • METRO Max Program Participants – 276 businesses • Construction Signage Program – 1,186 ( 740 signs and 446 banners) • City of Tempe Asset Assistance Program – 2 • City of Mesa/U.S. Bank Asset Assistance Program – Outreach continues • Management Technical Assistance (MTA) Program – 322 businesses • ASU Market Needs Assessment – 128 businesses (107 Complete / 21 In-Progress) • SELF Seminars / Micro Loan Assistance – 22 Businesses Page 23 JANUARY 2008 FINAL PROGRESS REPORT • SBDC One-on-One Consultation - 18 Businesses • Prestamos – Chicanos Por La Causa – 4 Businesses Community Advisory Boards (CAB) Meetings are scheduled on a monthly basis to evaluate the contractor’s efforts to go “above and beyond” the contract specifications during light rail construction. Line Section 1 • The LS1 CAB conducted the January meeting at METRO’s Operations and Maintenance Center. Joe Marie and Jay Harper provided information about the vehicle, the design, and the assembly process. CAB members were able to tour a vehicle and take a ride around the yard. During the contractor’s presentation, Kiewit showed progress photos and provided an update on the schedule. Kiewit began track installation on 19th Avenue at Montebello heading south. In addition, utility work on the 48-inch and 45-inch waterlines is progressing. It was noted that Missouri will reopen on January 31, 2008 and Colter on February 2, 2008. Mr. Adam Barrier, Kiewit’s Traffic Control Supervisor, indicated he would be leaving the METRO project. Mr. Barrier introduced his replacement Matthew Hemsath. METRO presented Mr. Gary LeBlanc with a certificate for his participation on METRO’s Youth Safety Educators Board. Vice-Chair Ardyce Edstrom requested a presentation on the landscaping planned for the LS1 portion of the alignment. The CAB gave a contractor rating of 90 percent in January and the final 8th Quarter rating was 90 percent. The next meeting is scheduled for Tuesday, February 12, 2008. Line Section 2 • The LS2 CAB conducted the January meeting at METRO’s Operations and Maintenance Center. METRO’s Operations Manager, Jay Harper, provided information about the vehicle, the design, and the assembly process. Members were able to tour a vehicle and take a ride around the yard. While reviewing activity reports related to construction noise, Herzog noted they have changed the start time in the Encanto area to 7:00 a.m. During the contractor presentation, Herzog showed progress photos and provided an update on the schedule. Crews have began roadway widening on the west side of Central from Farrington south, which created a traffic switch to the east side of the road. Herzog explained they are working with the businesses on the west side to ensure access during construction. It was noted track installation will begin in the Virginia intersection on January 18, 2008. METRO welcomed Jane Reddin representing the Page 24 JANUARY 2008 FINAL PROGRESS REPORT Phoenix Towers as a new member to the board. Ms. Reddin is replacing Mr. Howard Mays. Herzog received a 90 percent rating for January and an 80 percent rating for the 8th Quarter. The next meeting is scheduled for Tuesday, February 19, 2008. Line Section 3 • METRO’s Community Advisory Board (CAB) for Line Section 3 held the monthly meeting in the METRO Board Room on Tuesday, January 8th. Ms. Marty McNeil, METRO Marketing Manager, provided an overview of the public safety education plan for METRO. The Activity Reports for the month and Construction Survey Summary responses were presented to members. Archer Western Contractors (AWC) delivered a contractor presentation, highlighting the progress and successes achieved during the last month and displayed examples of AWC going “above and beyond” the contract specifications. The overall contractor rating for January was 90 percent. The next meeting is scheduled for Tuesday, February 12, 2008. Line Section 4 • CAB program concluded in November 2007. Line Section 5 • Ken Smith, METRO Deputy Project Manager, summarized a handout detailing the LS5 follow-on contract’s scope, contractors, and schedules. The LS5 CAB will not meet in February and will reconvene in March at the METRO Operations and Maintenance Center for a final meeting and thank you celebration to members and SSWJV. Ryan Snow, SSWJV Project Manager, provided details on recent notable milestones in LS5 which included the SSWJV paved another section of rubberized asphalt on Apache from McClintock to the Tempe Canal. Mr. Snow explained upcoming work which includes punch list items and restoration work. The next meeting is scheduled for March 13, 2008. Cost Status Total Available Incentive: $2,500,000.00 (10 Quarterly disbursements) Total Miles of Street with LRT: 23.53 miles Allocation per Mile: $106,247.34 Total CAB Disbursement through January is at $ 2,165,682 Line Section LS1 Total Available Amount for Award to Available Date $241,181 $192, 945 Total Award to Date $185,709 % Award to Date 96% LS2 $317,680 $285,912 $254,144 89% LS3 $865,916 $865,916 $701,392 81% LS4 $567,361 $567,372 $567,361 100% LS5 $507,862 $457,076 $457,076 100% Page 25 JANUARY 2008 FINAL PROGRESS REPORT Schedule Status • Public Involvement activities remain on schedule. Issues and Solutions • None. Page 26 JANUARY 2008 FINAL PROGRESS REPORT 6. Disadvantaged Business Enterprise Program Description It is the Disadvantaged Business Enterprise (DBE) Program Section’s responsibility to administer the DBE participation requirements mandated by the Federal Government as a condition of the receipt of funding. These participation requirements are established by the City of Phoenix Equal Opportunity Department through the DBE Program Plan and are conveyed to Valley Metro Rail, as a sub-recipient, through the Civil Rights Office of the Public Transit Department. The DBE Program Section is responsible for ensuring that procurement and contract language, specific to the program, accurately reflects current requirements. During the procurement process, the DBE Program Section is responsible for responding to Requests for Information, presenting the DBE documentation requirements at pre-bid conferences, and conducting contractor and DBE subcontractor training sessions. At Bid Opening, the accuracy of DBE documentation submitted with each bid must be verified and each bidder must be found either responsive or non-responsive. Upon contract execution, pre-construction meetings are held and reporting/compliance requirements are addressed in more detail. Monthly utilization reports are submitted by each prime contractor and are reviewed by the DBE Program Section. Field issues and variances in the planned utilization are addressed on an on-going/as-needed basis. In order to ensure adequate DBE participation and the availability of DBE contractors, on-going outreach activities are also conducted to facilitate networking of DBEs with prime contractors and to encourage DBE certification of non-certified small businesses. Progress • Overall DBE participation based on amounts originally awarded is 14.54 percent, participation including change order work is at 15.02 percent and DBE’s have been paid 14.78 percent of construction dollars to date. Procurement Activities • The DBE Community has expressed concern regarding the way that METRO is soliciting on-call professional services. The concern stems from the fact that a DBE goal was not set for on-call Engineering & Architectural services. DBE participation will be evaluated on a task order-by-task order basis after determining scope and funding sources. An addendum responding to questions related to this concern has been issued and a discussion of DBE inclusion has been added to the pre-submittal meeting agenda. Contract Compliance The summary below does not include DBE participation for professional services contracts related to future extensions or METRO’s DBE vendors. • Line Section 1 - Kiewit Western Contractors o 12.10 percent Minimum DBE Participation o 13.77 percent Committed at Bid Page 27 JANUARY 2008 FINAL PROGRESS REPORT • • • • • o 14.81 percent Current DBE Participation (adjusted contract amounts) o $8,600,445 Total DBE Subcontracted Amount Line Section 2 - Herzog o 12.10 percent Minimum DBE Participation o 15.69 percent Committed at Bid o 19.79 percent Current DBE Participation (adjusted contract amounts) o $11,845,156 Total DBE Subcontracted Amount Line Section 3 - Archer Western Contractors o 12.30 percent Minimum DBE Participation o 13.59 percent Committed at Bid o 15.99 percent Current DBE Participation (adjusted contract amounts) o $16,543,403 Total DBE Subcontracted Amount Line Section 4 - Sundt/Stacy and Witbeck o 11.50 percent Minimum DBE Participation o 14.47 percent Committed at Bid o 11.98 percent Current DBE Participation (adjusted contract amounts) o $7,300,387 Total DBE Subcontracted Amount Line Section 5 - Sundt/Stacy and Witbeck o 14.90 percent Minimum DBE Participation o 16.73 percent Committed at Bid o 17.64 percent Current DBE Participation (adjusted contract amounts) o $13,990,411 Total DBE Subcontracted Amount Station Finishes - Archer Western Contractors o 12.20 percent Minimum DBE Participation o 12.98 percent Committed at Bid o 14.45 percent Current DBE Participation (adjusted contract amounts) o $9,501,543 Total DBE Subcontracted Amount Page 28 JANUARY 2008 FINAL PROGRESS REPORT • • • • • Operations and Maintenance Center – Sundt/Stacy and Witbeck (Contract Closed) o 7.34 percent Minimum DBE Participation o 7.54 percent Committed at Bid o 8.21 percent Current DBE Participation (adjusted contract amounts) o $4,973,643 Total DBE Subcontracted Amount Traction Electrification - Mass Electric o 10.00 percent Minimum DBE Participation o 11.17 percent Committed at Bid o 10.98 percent Current DBE Participation (adjusted contract amounts) o $6,384,884 Total DBE Subcontracted Amount Signals and Communications - Mass Electric o 11.00 percent Minimum DBE Participation o 11.67 percent Committed at Bid o 11.04 percent Current DBE Participation (adjusted contract amounts) o $4,520,392 Total DBE Subcontracted Amount Construction Administration Consultant - PBS&J/PGH Wong Joint Venture o 21.00 percent Minimum DBE Participation o 25.35 percent Committed at Bid o 32.29 percent Current DBE Participation (adjusted contract amounts) o $12,288,109 Total DBE Subcontracted Amount Program Management Consultant - SRBA/Parsons Joint Venture o 1.5 percent Minimum DBE Participation (established post contract award) o 0 percent Committed at Bid o 4.25 percent Current DBE Participation (based on adjusted contract amounts) o $1,704,758 Total DBE Subcontracted Amount Page 29 JANUARY 2008 FINAL PROGRESS REPORT • • • • • General Engineering Consultant - Parsons Brinckerhoff o 13.00 percent Minimum DBE Participation o 13.89 percent Committed at Bid o 16.06 percent Current DBE Participation (adjusted contract amounts) o $11,392,061 Total DBE Subcontracted Amount Fare Collection System - Scheidt Bachmann o 8.20 percent Minimum DBE Participation o 8.39 percent Committed at Bid o 8.39 percent Current DBE Participation (adjusted contract amounts) o $627,000 Total DBE Subcontracted Amount Material Procurements - Multiple Suppliers o 3.00 percent Minimum DBE Participation o 3.00 percent Committed at Bid o 3.00 percent Current DBE Participation (adjusted contract amounts) o $1,770,322.77 Total DBE Subcontracted Amount Tempe Town Lake Bridge - PCL Civil Constructors – Contract Closed Out o Final Participation 20.80 percent (adjusted contract amounts) o $4,559.765.58 Total DBE Subcontracted Amount Archaeological Services; DBE Prime, Archaeological Consulting Services Inc. o • • $3,240,597 Total DBE Amount Park & Rides; DBE Prime, MRM Construction o 20.50 percent Minimum DBE Participation o 53.00 percent Committed at Bid o 53.00 percent Current DBE Participation (adjusted contract amounts) o $3,000,000 Total DBE Subcontracted Amount Park & Rides; Kiewit Western Contractors o 20500 percent Minimum DBE Participation o 23.68 percent Committed at Bid Page 30 JANUARY 2008 FINAL PROGRESS REPORT • o 23.68 percent Current DBE Participation (adjusted contract amounts) o $1,850,777 Total DBE Subcontracted Amount Park & Rides; Sundt/Stacy and Witbeck o 20.50 percent Minimum DBE Participation o 31.79 percent Committed at Bid o 31.79 percent Current DBE Participation (adjusted contract amounts) o $2,816,902.00 Total DBE Subcontracted Amount Outreach Activities • On January 25, 2008 City of Phoenix staff facilitated a Labor Compliance/Davis Bacon training workshop on behalf of the DBE program. Approximately 40 people were in attendance and, based on comments received by attendees, the workshop appeared to be very well received. As a result of this workshop’s success, the City of Phoenix Labor Compliance Department is considering offering regularly scheduled training sessions to general contractors and DBE subs. • The next Quarterly DBE Outreach Advisory Committee Meeting will take place February 19, 2008 from 11:30 a.m. to 1:00 p.m. at the Operations and Maintenance Center. Cost and Schedule – Variance Analysis • DBE activities remain within budget and on schedule. Issues and Solutions • There are no issues to report this period. Page 31 JANUARY 2008 FINAL PROGRESS REPORT DBE Program Overview Estimated Construction Budget $498,000,000.00 Multi-Year DBE Project Goal (13.03%) $64,889,400.00 Original Contract Amounts Construction Contracts Issued to Date $624,116,415.48 Proposed DBE Participation to Date (14.35%) $87,907,562.58 Current Participation $683,478,791.06 Current Contract Total Current DBE Participation (15.08%) $100,651,538.93 Achieved to Date Construction Contracts Paid to Date $579,559,140.59 DBE Paid to Date (14.78%) $85,636,537.90 Page 32 JANUARY 2008 FINAL PROGRESS REPORT 7. System Safety and Security Description The System Safety and Security Department is responsible for establishing requirements for the identification, evaluation, and minimization of safety and security risks throughout all phases of the project, including revenue operations. The Section has developed and is administering provisions of the System Safety Program Plan, the System Security Program Plan, and the Safety and Security Certification Plan. Progress • Since March 2007, 1,333 METRO, consultant, contractor, utility company, and City personnel have received track access safety training. Thirty-four people received this training in January. A new method of issuing ID cards and hard hat stickers was instituted that results in a person taking the class receiving them at the end of the session. • The Collision Investigation Focus Group, involving METRO and municipal police collision investigators, continues to develop procedures for investigating METRO collisions. • Developed the safety plan for rail grinding. • Participated in two art piece design reviews, and inspected the art piece at the Van Buren / Central and 1st Avenue station. • Worked with the utilities coordinator, operations and maintenance to improve the lighting on the north boundary of the OMC site. The contractor will also clear debris and underbrush. • Working with ADOT and their safety and security consultant in preparation for the FTA readiness review to be conducted in March/April, 2008. • Reviewed mid-block pedestrian crossing design at Central and Taylor. • Developed a “Virtual Tour, METRO Light Rail Vehicles” training program for emergency services personnel. • Continued with the process to develop light rail codes and ordinances for traffic, public conduct, and fare inspection enforcement with the City of Phoenix Law Department. • Continued review and comment process for METRO Standard Operating Procedures. • The Fire/Life Safety and Security Committee, and Safety and Security Certification Review Committee meetings met to address concerns to both groups. Page 33 JANUARY 2008 FINAL PROGRESS REPORT Safety and Security Certification Status # of Checklist Items # of Checklist Items Complete % Complete Estimated Certification Date Town Lake Bridge 41 41 100% Aug 2006 CLOSED. Certificate of Compliance is completed. Operations & Maintenance Center 353 353 100% Sept 2007 CLOSED. Certification is completed. Supplemental report submitted by RE. LS - 1 121 14 65% June 2008 Substantial Completion scheduled for 07/31/08. Approximately 75% is complete through a CDRL/Submittal or an inspector’s report. The other 25% is pending until the end of the project for verification with inspectors or cannot be verified until the end of the project. Contract Comments LS - 2 127 95 75% Aug 2008 LS - 3 214 64 30% Oct 2008 LS - 4 125 110 88% March 2008 LS - 5 107 64 60% Apr 2008 Substantial Completion scheduled over next two months. LRV 205 0 0% Nov 2008 Checklist items are being entered into database. Ticket Vending Machines 38 0 0% Nov 2008 Station Finishes 55 0 0% Nov 2008 Signals & Comm 255 52 20% Oct 2008 Traction Electrification System 233 40 17% Nov 2008 Art Contracts Substantial Completion scheduled for 06/30/08. Two pieces of art were inspected. Art contracts will be certified on a case by case basis as each piece is installed. Page 34 JANUARY 2008 FINAL PROGRESS REPORT Construction Accident Data October 2007 Previous 12 Month Average 2.50 1.50 October 2007 Previous 12 Month Average 0.00 0.00 METRO Construction Incident Rate OSHA National Construction Incident Rate = 5.60 METRO Construction Lost Time Rate OSHA National Construction Lost time Rate = 2.10 Total Hours Worked, October 2007 – 162,698 Issues and Solutions • None. Page 35 JANUARY 2008 FINAL PROGRESS REPORT 8. Environmental Management During design and construction, the Environmental Manager is responsible for overseeing the compliance with federal and State environmental laws/regulations, the Project’s environmental/historic preservation obligations, implementing the requirements of the Final Environmental Impact Statement (FEIS), Record of Decision (ROD), and Section 106 Memorandum of Agreement. The Environmental Manager is also responsible for review of all proposed Project changes to determine if the proposed change is consistent with the Project Definition as stated in the FEIS and to determine if the change presents any environmental impact not addressed in the FEIS/ROD. If a proposed change results in potential new impacts, the Manager shall document those impacts and secure FTA concurrence with the change, definition of impacts and proposed mitigation. Progress Archaeology Monitoring • Provided archaeological monitoring in LS 2, and 3, and park-and-ride facilities at 38th Street / Washington and Central and Camelback for all ground disturbance activities. • No significant resources were discovered this month. • ACS has been providing one part-time field archaeologists with supervision. Archaeology Testing and Analyses • Commenced burial analyses – Pueblo Grande. • Commenced stone tool analyses – Pueblo Grande and La Plaza. • Commenced ceramic analyses –Pueblo Grande and La Plaza. Contaminated and Hazardous Materials • Provided disposal of concrete asbestos pipe in LS2. • Cleaned up oily substance spill of unknown origin at 7th Avenue and Camelback. Regulatory Compliance • Secured Finding of No Significant Impact for 11th Street Crossover. This completes NEPA documentation for this addition to the CP/EV project. • Conducted field observations of contractors for compliance with the Stormwater Pollution Prevention Plan. No substantial problems were identified. • Reviewed Storm Water Pollution Prevention Plan and Environmental Prevention Plan submittals from Sundt/Stacy and Witbeck, Inc for Price/Apache Park and Ride project. Page 36 JANUARY 2008 FINAL PROGRESS REPORT Cost and Schedule – Variance Analysis Archaeology Monitoring FY 08 Task Order 2 – Cost +Fee construction monitoring FY’08 Billed as of January 31, 2007 (estimated) $218,536 ($199,163) Balance available $19,353 Agency reserve for data recovery through end of construction $100,000 Archaeology Testing and Analyses Contract Value $2,697,095 FY 08 Budget $1,027,098 Invoiced Through January 31, 2007 $99,206 Funds Available FY08 $927,892 Hazardous Materials Assessment (CAC) Original Contract Value $499,488 Contract Value to date $499,488 Invoiced through December, 2007 ($478,709) Task orders open ($18,000) Expended + Committed $496,709 Estimated cost to complete $498,000 Remediation and Treatment Fund (METRO) Budget $1,004,000 Expended or Committed ($106,811) ERI invoiced to date (December 31, 2007) ($96,811) Open Task orders ($10,000) Transferred to Archaeology Monitoring-Data Recovery ($650,000) Funds Available $247,189 Issues and Solutions • None. Page 37 JANUARY 2008 FINAL PROGRESS REPORT 9. Real Estate Description The LRT Project travels down main business arterials in the cities of Phoenix, Tempe and Mesa and approximately 769 parcels of property are affected. The number of right-of-way certifications required within this 20-mile corridor is in excess of 2,500. This number includes all easements required by the project, such as utility, irrigation, sidewalk, traffic, slope, landscape and temporary construction, as well as all of the normal fee acquisitions. Real Estate staffs from the project cities are responsible for obtaining all of the necessary property rights required to construct and operate the LRT system. Oversight and coordination of the cities’ activities is provided by METRO Real Estate staff. Progress • Presently, 99 percent of the required properties are now under City control and 99 percent of the properties are available for construction. Extensive coordination between METRO and City staff has enabled the project to obtain these properties in a manner sufficient to support construction. • In Line Section 1, all 183 relocations have been completed. All 149 parcels are under City control and 148 parcels are available for construction. Line Section 1 contains 149 parcels. • In Line Section 2, all 29 relocations have been completed. A total of 90 parcels are under City control and 89 parcels are available for construction. Line Section 2 contains 92 parcels. • In Line Section 3, all 36 relocations have been completed. All 254 parcels are under City control and are available for construction. Line Section 3 contains 254 parcels. • In Line Section 4, all 28 relocations have been completed. All 108 parcels are under City control and are available for construction. Line Section 4 contains 108 parcels. • In Line Section 5, 37 of the 41 relocations have been completed and 4 relocations are in progress. All 166 parcels are under City control and are available for construction. Line Section 5 contains 166 parcels. • In Line Sections 1, 2, 3 and 4 eighteen building cut and re-faces were identified; all eighteen have been completed. These building modifications required a structural engineering analysis, architectural and utility modifications, the procurement of relevant contractors and an extensive permitting process. • The FTA Real Estate Program Compliance Review cited nine areas of noncompliance. Presently, all citations have been adequately addressed and the FTA has rendered a final decision as of November 8, 2007. All issues have been resolved and the FTA’s decisions have been accepted by the Project. Mesa is currently providing relocation entitlements (moving costs) to Firestone to satisfy its citation and Tempe has obtained an appraisal for the McClintock property and it has been forwarded to the FTA for review and resolution. The City of Phoenix has also revised its Settlement Procedures for Condemnation Cases and this process will be incorporated into the updated Real Estate Acquisition Management Plan. Page 38 JANUARY 2008 FINAL PROGRESS REPORT • An updated Real Estate Acquisition Summary sheet is included at the end of this section. 5309 Budget CNPA Total $116,214,150 $22,221,205 $138,435,355 Available Contingency $ 11,435,123 $ 1,753,931 $ 13,189,054 Total $127,649,273 $23,975,136 $151,624,409 Spent To Date $123,016,742 $18,205,829 $141,222,571 Balance Available $ 4,632,531 $ 5,769,307 $ 10,401,838 Cost and Schedule – Variance Analysis • A focused real estate effort was initiated to accelerate the acquisition process and thus eliminate a negative impact to the project schedule. The Cities worked diligently with METRO to improve and streamline processes wherever possible. • The overall real estate forecast is still within the budget and actual costs are within the budget plus contingency for the real estate contract unit. Issues and Solutions • The parcels that were negatively impacting the schedule have been resolved. Efforts are now focused on completing cost-to-cure work. No parcels are impeding construction work. Page 39 JANUARY 2008 FINAL PROGRESS REPORT CENTRAL PHOENIX / EAST VALLEY LIGHT RAIL TRANSIT PROJECT REAL ESTATE ACQUISITION SUMMARY January 31, 2008 ACTIVITY 1 PHX 40 2 PHX 0 3 PHX 9 4 PHX 2 4 TEMPE 0 5 TEMPE 12 5 MESA 0 Totals 63 Partial Takes 109 92 245 105 1 109 45 706 Total Affected Parcels 149 92 254 107 1 121 45 769 Projected Relocations 183 29 36 28 0 40 1 317 Title Reports Completed 149 92 254 107 1 121 45 769 Full Takes Legals sent to City Appraisals Requested 149 92 254 107 1 121 45 769 149 92 254 107 1 121 45 769 Appraisals Completed 149 92 254 107 1 121 45 769 149 92 254 107 1 121 45 769 Offers Accepted 120 74 233 95 1 119 40 682 Escrow Closed Acquisition Complete 116 73 232 93 1 119 40 674 Condemnation Filed 25 15 21 11 0 2 5 79 OIP Received 24 12 19 9 0 2 5 71 ROE Signed 9 5 3 5 0 0 0 22 Relocations Underway 0 0 0 0 0 3 1 4 Relocations Completed 183 29 36 28 0 37 0 313 Parcels Under City Control 149 90 254 107 1 121 45 767 Parcels Available for Construction 148 89 254 107 1 121 45 765 Parcels Pending Release for Construction 1 1 0 0 0 0 0 2 Offers Made Page 40 JANUARY 2008 FINAL PROGRESS REPORT 10. Utilities Description The METRO Utility Manager is responsible for managing and overseeing the relocation of all privately owned utilities (irrigation, natural gas, nitrogen lines, fiber optics, power, private force mains, private communication lines, private irrigation lines, cable television, and telecommunications) necessary to allow LRT construction, including those with and without prior rights. Utilities with prior rights include SRP Power, SRP Irrigation, Qwest (local and long distance), Southwest Gas, WilTel, MCI and APS. Relocation of privately owned utilities is performed by private utility companies and their contractors, preferably prior to beginning LRT construction. Relocation of publicly-owned utilities is accomplished within the civil construction contracts by METRO contractors. Progress • • Line Section 1 o Utility conflicts and coordination are being addressed on a case-by-case basis in the field. o SRP – Power conversion of 12 kV from overhead to underground on 19th Avenue from Missouri Avenue to Bethany Home Road is complete. o Qwest continues to splice cable on 19th Avenue from Missouri Avenue to Bethany Home Road. This work may take up to 4 weeks to complete. Line Section 2, 3, 4 and 5 o • Line Section 3 - Utility conflicts and coordination issues - None o • Utility conflicts and coordination issues - None 11th Street Turn Around - conflicts and coordination issues: ƒ Archer Western will be doing trenching/conduits for APS and Qwest – no issues at this time. ƒ SWG facilities were potholed. There is 2-feet vertical clearance which will not impact 42-inch water line relocation. SWG will lower their facilities once Archer Western is done with waterline work so there will be no impacts to 42inch water line relocation. SWG will proceed in relocating facilities on Washington Street and 11th Street. Work will be done nights and weekends only. Park and Rides o Camelback Road and 19th Avenue ƒ Private irrigation on Park and Ride will be relocated once SRP Ground Water group can complete construction of the new well site. Page 41 JANUARY 2008 FINAL PROGRESS REPORT o Camelback Road and 3rd Avenue ƒ • APS and Qwest have completed main line trenching for overhead to underground conversion. The City has awarded the contract for underground electrical service to houses and once services are done, APS and Qwest will start removing their overhead facilities. Traction Power Substations and Station Platforms o APS and SRP will provide power to facilities when requested so that it does not impact MEC’s schedule – no issues at this time. Cost and Schedule – Variance Analysis • None. Issues and Solutions • 11th Street Turn Around: Utility relocation does not impact Contractor schedule for relocating 42-inch water line at 11th Street and Jefferson Street. New electric service requests are met when requested by various contractors. Construction Photographs LS1 - SRP Power removing overhead facilities on 19th Avenue from Missouri Avenue to Bethany Home Road Page 42 LS1 - SRP Power conversion JANUARY 2008 FINAL PROGRESS REPORT Prior Rights Utility Cost Status Federal 5309 Project Line Section 1 Line Section 2 Line Section 3 Line Section 4 Line Section 5 Maintenance Storage Facility Town Lake Bridge Prior Right Utilities Subtotal Contingency Percent Budget Earned Cost to Date Forecast 89% 100% 97% 100% 100% 100% $6,340,344 $1,874,369 $3,064,666 $4,765,701 $8,005,952 $320,230 $5,631,994 $2,073,313 $2,973,072 $4,804,312 $8,158,928 $320,230 $6,006,398 $1,081,515 $4,279,723 $6,785,903 $7,395,690 $441,254 $8,215,410 $2,202,076 $4,930,018 $6,860,712 $9,903,441 $637,257 100% 0% 98% $1,150,000 $0 $25,521,262 $1,150,000 $0 $25,111,849 $824,097 $4,455 $26,819,035 $1,238,798 $4,455 $33,992,167 98% 98% $8,478,738 $8,478,738 $8,309,163 $8,309,163 $0 $0 $7,833 $7,833 98% $34,000,000 $33,421,012 $26,819,035 $34,000,000 Page 43 JANUARY 2008 FINAL PROGRESS REPORT 11. Architecture Public Art Description Public art projects will be a part of all Station Finishes listed in Section 4.1.3 with the exception of the platform at 19th Avenue and Camelback. Additional artworks will be placed at the 19th Avenue and Camelback Park-and-Ride and at the Tempe Town Lake Bridge. Artworks will include stand alone sculptures, integrated architectural finishes, entryway canopies, lighting, paving and landscaping elements. Artists will install their work in conjunction with the Station Finishes, Park-and-Ride, and Town Lake Bridge construction schedule. Progress • • Line Section 1 o Montebello: Installation issues have been resolved. Archer Western Contractors have sent architectural “dog bones” to the artist for incorporation into artwork prior to installation. o Camelback/7th Avenue: Pavers from Advanced Terrazzo are in fabrication and installation should occur at the end of February. Line Section 2 o Camelback: Artist has installed the stone ring. The contractor has pushed back installation of the seating elements several weeks. Page 44 JANUARY 2008 FINAL PROGRESS REPORT • • • o Osborn: Bronze footprint pavers have been delivered to AWC site. Installation is now tentatively scheduled for April 2008. o Encanto: Bronze sculpture and boxes are carved all cast. The entry way, Canterra Stone, is blocked out. Line Section 3 o McDowell: Station Artist Michael Maglich passed away on August 2, 2007. METRO will contract with the artist’s widow, Susan Carrick, to complete the project after January. o Van Buren: Final Walk through for the artwork determined minor adjustments that need to be made to prevent future potential damage. This change was highlighted during the design phase. The artist will come out to make additions. o Central/Washington – 1st Avenue/Jefferson: The terrazzo medallions depicting Justice Sandra Day O’Connor and John Frank were completed and unveiled to the media on October 30, 2007. Artist is waiting for completion of railings to install final art work. o Third Street: Steel fabrication is continuing. Archer Western has poured foundations for all three sculptures. Artwork should be installed in February or March. o Twelfth Street: Fabrication is continuing. Concrete pavers are completed and have been installed. o Twenty-Fourth Street: Metal Art Panels have been installed. Line Section 4 o Forty-Fourth Street: Art columns were installed by Archer Western Contractors, who modified the artist-furnished base plates without prior permission from the artist’s engineer. We are still working out this issue. o Priest/Washington: Fabrication on the main sculptural piece is completed and installation by Archer Western Contractors has begun. Tempe Town Lake o • Artwork has been completed except for the final programming of the bridge lighting. Line Section 5 o Mill/3rd Avenue: Staff is working to resolve installation issues. Additional photos for field measurements have been taken, artist is fabricating glass panels. Installation could occur as early as the end of February. o College/5th Avenue: The pedestals have been delivered, inspected by artist, and installed. Bronzes are in fabrication. o Apache Boulevard Stations Page 45 JANUARY 2008 FINAL PROGRESS REPORT ƒ Sculpture: Suikang Zhao, Dorsey sculpture artist met with METRO and City of Tempe staff to resolve issues on the completion of the hands sculpture. Work is continuing and issues of additional costs are being resolved to bring the sculpture on schedule for the 2008 opening. ƒ Paving: Paving has been installed at the Dorsey Station; artist is making progress on the remaining three stations. ƒ o • Trellis boxes: The artist has three boxes completed. Sycamore/Main: Fabrication has begun. Artist must redesign paving inserts to accommodate new paving size and pattern. General Progress o Working with Archer Western Contractors (AWC) to resolve the foundation installation and scheduling issues. o Working with artists and GEC to resolve the outstanding request for information issues. Cost and Schedule – Variance Analysis • Working with AWC to install artwork at the Priest/Washington station and the Dorsey/Apache station, this is out of sequence with their construction schedule due to art fabrication delays. Public Art activities remain within budget. Issues and Solutions • Continuing to monitor contract schedule issues. Except for the stations noted above, artwork installation is on schedule within the latest AWC construction schedule. Construction Photograph Artwork at Central and Camelback by Ilan Averbuch Page 46 JANUARY 2008 FINAL PROGRESS REPORT Station Finishes Description The METRO Station Finishes (SF) Contract includes twenty-eight stations, four transit centers and installation of art pieces by twenty-seven artists. Amenities within the fully accessible stations include shading trellises with overhead canopies, irrigated trees and landscape, patron seating and leaning rails, drinking fountains, map cases, directional signage and trash receptacles. Types of art pieces include stand-alone sculptures, paving treatments, lighting treatments and integrated art within the station structures. The Station Finishes architects prepared the construction drawings in five separate packages that correspond to each civil line section. These documents along with an art reference volume have been combined together and are currently under construction by Archer Western Contractors, the METRO Station Finishes Contractor. System elements that are located in the station areas include surveillance cameras (CCTV), a public address system (PA), emergency call boxes (ECB), variable message boards (VMB) automated ticket vending machines (TVM) and Stand-alone Validators (SAV). Progress • Montebello and 19th Avenue Transit Center: Work continues south of the realigned Montebello Avenue. Contractor finalizing completed utility work and other site improvements. Contractor completed structural steel and canopy installation. Contractor currently working on paver sidewalk. Page 47 JANUARY 2008 FINAL PROGRESS REPORT • Work on underground utilities is completed and structural steel installation is completed at the Central Avenue and Camelback Transit Center. Construction of site screen walls continues as well as other site work improvements. Canopy installation is completed. Artwork installation is completed. Contractor continuing to work on brick paver sidewalk. • Washington and 44th Street Transit Center: Installation of Interior wall assemblies and miscellaneous finishes continue at Operator Facility Building (OPF3). • Sycamore and Main Street Transit Center: Site grading and curb/gutter construction is ongoing. Installation of Interior wall assemblies and miscellaneous finishes continue at Operator Facility Building (OPF4). • Stations: o Structural Steel installation has been completed for 24 Station foundations. o Canopy Installation has been completed for 19 Stations. o Louver Installation is completed for 7 stations. o Electrical/Communications 22 Stations. o Paver installation has been completed for 20 Stations. o Work is ongoing at 24 Stations. Cabinet Installations have been completed for • A total of 31 station foundations have been substantially completed by Line Section Contractors and made available to the Station Finishes Contractor for Area Access. • The Signals and Communications contractor has access to 18 station platforms. Cost and Schedule – Variance Analysis • A revised schedule has been accepted by METRO. Substantial agreement has been reached between METRO and Archer Western Contractors. The revised schedule is being implemented. Issues and Solutions • Building department comments related to Station Finishes Permit approvals from the Cities of Phoenix and Mesa resulted in changes and added costs at all Transit Center sites. Two of these changes have been settled and are fully executed. Page 48 JANUARY 2008 FINAL PROGRESS REPORT Construction Photographs Louver Installation at University and Rural Station Page 49 Underground Electrical Installation at Smith Martin and Apache Station JANUARY 2008 RAIL PROGRESS REPORT 3.2.1 Station Finishes Description: PE/PA: Contractor: Resident Architect: Archer Western Contractors Doaa Aboul-Hosn December 31, 2007 Data Through: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Cumulative Original Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled Work Earned Actual Expenditures Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Period Original Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled (Cumm - Last Period) Work Earned (Cumm - Last Period) Actual Expenditures (Cumm - Last Period) Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) Total = $66.4 x Budgeted/Planned Total $1.0 Forecast at Completion Total = $67.0 $1.3 $0.4 60.0 Plann Completed Work to Date CNPA $12,348,000 $2,396,326 $0 $14,744,326 $8,825,782 $10,848,933 $10,890,489 $3,853,837 $1,216,803 $15,961,129 73.9% 59.9% 73.6% 1.23 N/A $469,414 $469,414 100.0% Total $65,333,000 $2,665,396 $0 $67,998,396 $47,018,359 $43,990,614 $44,471,810 $23,526,586 $1,309,780 $69,308,176 65.4% 69.1% 64.7% 0.94 0.99 $1,015,414 $653,367 64.3% N/A $98,478 $0 $53,254,070 $1,952,346 $2,999,960 $2,987,194 $50,266,876 -$32,024 $53,222,046 5.6% 3.7% 5.6% 1.54 1.00 N/A $0 $0 $14,744,326 $584,886 $818,126 $818,134 $13,926,192 $75,722 $14,820,048 5.5% 4.0% 5.5% 1.40 N/A N/A $98,478 $0 $98,478 $2,537,232 $3,818,086 $3,805,328 $64,193,068 $43,698 $68,042,094 5.6% 3.7% 5.6% 1.50 1.00 Monthly Performance Measures Contingency Forecast/Actual Executed CO Pending CO 101.08% 1.0 of Budget 65.3 69.3 0.4 1.3 47.0 50.0 Cont Contingency Expended Dollars in Millions 5309 $52,985,000 $269,070 $0 $53,254,070 $38,192,577 $33,141,681 $33,581,321 $19,672,749 $92,977 $53,347,047 63.1% 71.7% 62.2% 0.87 0.99 $546,000 $183,953 33.7% 44.0 93.6% of Planned 1.0 0.4 40.0 $65.3 $69.3 30.0 $47.0 $44.0 20.0 64.3% Remaining 10.0 $1.0 0.0 Total Contract Budget Forecast at Completion Planned Work to Date Completed Work to Date Station Finishes Contract through January '08 Note: Forecast is greater than budget due to the addition of the Center Parkway Station, a COT CNPA Page 50 Contingency Available $0.4 Contingency Expended JANUARY 2008 FINAL PROGRESS REPORT 12. Facilities Line Section 1 Description Line Section 1 is 2.27 miles in length, and begins on 19th Avenue south of Bethany Home Road to a point west of the Central Avenue and Camelback Road Station. The construction work in this contract includes demolition, relocation of public utilities, roadway and drainage modifications, systems ductbank installation to the substation site interface, station foundations, signing and marking, irrigation, landscaping, et cetera. There are three stations in Line Section 1. They are at 19th Avenue and Montebello, 19th Avenue and Camelback Road, and 7th Avenue and Camelback Road. Progress • All work excluding minor initial punchlist items have been completed on Camelback between Central Avenue and 16th Avenue. Page 51 JANUARY 2008 FINAL PROGRESS REPORT • Center Guideway has been completed from Central Avenue to 19th Avenue excluding two destressing pours. The curved rail work for the 19th and Camelback intersection has been started and is progressing. SRP pole removal on 19th Avenue is complete from Camelback Road to Montebello Avenue. • The 48-inch waterline installation is complete, tie-in is on schedule to be completed and the water turned back on by February 5th. KWC has completed the installation of the 12-inch waterline and 10-inch sanitary sewerline on the east side of 19th Avenue. Storm drain, waterline and sanitary sewer lateral installations are ongoing on 19th Avenue. • All station foundations are complete and have been turned over to the follow on contractor. OCS foundations are being installed on 19th Avenue, KWC has five OCS foundations left to install. Guideway installation is ongoing with pours on the north and south end of 19th Avenue. Area between pours is being graded for track installation. KWC has started to weld up the Special Trackwork rail, first pour for special trackwork to be in February. • Traffic control continues to be coordinated between all participants on the project. Final Paving and temporary striping is complete from Central Avenue to 16th Avenue on Camelback. Base paving is complete from 16th Avenue to 19th Avenue on both sides of Camelback and the west side of 19th Avenue. Traffic has been switched on 19th Avenue and is now completely on the west side of the street from Bethany Home Road to Camelback Road. Cost and Schedule – Variance Analysis • A revised schedule has been developed to reflect re-sequencing the work to support overall Program Milestones. Issues and Solutions • 48-inch waterline has been completed on time. • SRP pole removal from Montebello Ave to Bethany Home Rd started late and is now impacting flatwork in this area. This is not on the critical path. • Discovery of a shallow 12-inch existing waterline between Montebello and the Spectrum Mall entrance has slowed down the grading for the subgrade in this area. LS1 is working with Brown & Caldwell to lower this line. • Change Order 90 was issued, revising the Contractual Milestone Dates (see chart below). One more Change Order will need to be issued in order to bring the final completion dates in line. Page 52 JANUARY 2008 FINAL PROGRESS REPORT Milestone Number Description Original Contract Milestone Dates CO #26 Revised MS Dates CO #90 Revised MS Dates A1 7th Ave Station 27-Nov-06 26-Jan-07 2-Apr-07 A2 Camelback Station 27-Nov-06 9-Feb-07 22-Jun-07 A3 Montebello Station 5-Jul-07 31-May-07 27-Aug-07 B Rail Access Camelback 3-May-07 22-Aug-07 22-Aug-07 D Rail Access 19th Ave. 5-Jul-07 10-Jan-08 10-Jan-08 E Final Completion 1-Nov-07 26-Mar-08 25-Jul-08 Construction Photographs Montebello Avenue Station Foundation Complete Installing new 48-inch waterline Installing 48-inch waterline 48” waterline Tie-in to existing 45-inch waterline Page 53 JANUARY 2008 RAIL PROGRESS REPORT 3.1.1 Line Section 1 Alvin Livingstone Kiewit Western Co. Bill Blane Description: PE/PA: Contractor: Resident Engineer: November 30, 2007 Data Through: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Cumulative Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled Work Earned Actual Expenditures Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Period Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled (Cumm - Last Period) Work Earned (Cumm - Last Period) Actual Expenditures (Cumm - Last Period) Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) Total = $59.0 x Budgeted/Planned Total60.0 Forecast at Completion Total = $56.8 $6.6 5309 $37,951,658 $1,599,103 $0 $39,550,761 $36,226,844 $28,536,257 $28,534,294 $11,016,467 $6,567,939 $46,118,700 72.1% 91.6% 72.2% 0.79 1.00 $9,213,056 $7,613,953 82.6% CNPA $10,597,678 $47,877 $996,299 $11,641,854 $10,958,349 $6,441,868 $6,425,765 $5,216,089 $73,537 $11,715,391 55.2% 94.1% 55.3% 0.59 1.00 $1,240,827 $1,192,950 96.1% Total $48,549,336 $1,646,980 $996,299 $51,192,615 $47,185,193 $34,978,125 $34,960,059 $16,232,556 $6,641,476 $57,834,091 68.3% 92.2% 68.3% 0.74 1.00 $10,453,883 $8,806,903 84.2% N/A $122,049 $0 $39,550,761 $1,576,524 $0 $0 $39,550,761 $6,478,145 $46,028,906 0.0% 4.0% 0.0% 0.00 0.00 N/A $0 $644,805 $11,641,854 $570,518 $0 $0 $11,641,854 $73,537 $11,715,391 0.0% 4.9% 0.0% 0.00 0.00 N/A $122,049 $644,805 $51,192,615 $2,147,042 $0 $0 $51,192,615 $6,551,682 $57,744,297 0.0% 4.2% 0.0% 0.00 0.00 Monthly Performance Measures 96.3% of Contingency Forecast/Actual Budget48.5 10.5 48.5 $10.5 Plann 50.0 Completed Work to Date 1.6 6.6 47.2 35.0 $1.6 Conti Contingency Expended Dollars in Millions Executed CO Pending CO 74.1% of Planned 10.5 1.6 40.0 30.0 $48.5 $48.5 20.0 $47.2 $35.0 84.2% Remaining 10.0 $10.5 $1.6 0.0 Total Contract Budget Forecast at Completion Planned Work to Completed Work Date to Date LS1 Contract Through January '08 Note: Np update was received during the reporting period. Page 54 Contingency Available Contingency Expended JANUARY 2008 FINAL PROGRESS REPORT Line Section 2 Description Line Section 2 begins at a point on Camelback Road just west of the Central Avenue/Camelback Road Station, and continues south on Central Avenue to a point approximately 200 feet north of the Central Avenue/McDowell Road intersection. The construction work in this contract includes demolition, relocation of public utilities, roadway improvements, drainage modifications, systems ductbank installations, station foundations, installation of systems ductbank and conduits, streetlights, traffic signals, OCS pole foundations, preparation of trackbed, and installation of embedded track. It also includes replacement of the Grand Canal Bridge on Central Avenue. This Line Section will have six stations at the following locations: Central/Camelback, Central/Campbell, Central/Indian School, Central/Osborn, Central/Thomas and Central/Encanto. Page 55 JANUARY 2008 FINAL PROGRESS REPORT Progress • Herzog continued to install infrastructure from Columbus to Encanto intersection. They continued to install catch basins at various locations and to tie in sanitary services to new sanitary lines. Herzog completed the SRP Crossing at Encanto intersection, and continues to remove abandoned Waterlines from Thomas to Encanto. • Herzog has placed a total of 24,500-feet of guideway to date with 3,200-feet this month. The Contractor continues to place guideway, curbs and devil strip on Central. Installed guideway Roanoke to Virginia, Monterey to Earll and Osborn to Columbus and continues to place the special track work in the bathtubs at Earll. • Herzog has completed installation of infrastructure, OCS foundations for the Encanto Station. • Herzog continues to work on the roadway widening, demolition of curb/gutter, sidewalks and placement of new curb and gutter, sidewalks, walls, street lights and traffic signals from Indian School south to Palm Lane. Herzog preparing sub-grade and placed Asphaltic Concrete (AC) Paving from Farrington to Clarendon south bound, milled AC South bound to Columbus. • Herzog continues to work on installing sidewalk, retaining walls, sandstone borders, tree wells, and is currently working on the installation of landscaping, relocation of Palm Trees, planting trees and shrubs at various locations. Cost and Schedule – Variance Analysis • The contractor is developing a new schedule to reflect re-sequencing the work to support overall Program Milestones. Issues and Solutions • Utility conflicts continue to occur. METRO is working diligently with Herzog and the City in a proactive coordinated effort to resolve impacts in an expedited manner. • METRO and Herzog are discussing a re-sequencing of infrastructure to improve the schedule for guideway turnover. • Several major design adjustments, including waterline conflicts from Indian School to Encanto remain a challenge in LS2. METRO Design is working with the City of Phoenix to resolve ongoing conflicts. Variances have been issued and Change Notices issued to resolve some of the conflicts. Page 56 JANUARY 2008 FINAL PROGRESS REPORT Construction Photographs Installing Landscaping Completed Osborn Station Foundation Forming Curb and Gutter Installing Guideway Holly to Encanto Placing colored sidewalk Prepare Sub-Grade for AC Paving Page 57 JANUARY 2008 RAIL PROGRESS REPORT 3.1.2 Line Section 2 Alvin Livingstone Herzog Contracting Corporation Marty Spong Description: PE/PA: Contractor: Resident Engineer: December 31, 2007 Data Through: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Cumulative Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled Work Earned Actual Expenditures Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Period Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled (Cumm - Last Period) Work Earned (Cumm - Last Period) Actual Expenditures (Cumm - Last Period) Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) Total = $62.7 x Budgeted/Planned Total Forecast $7.5 60.0 at Completion Plann Completed Work to Date Total = $60.5 $0.4 $5.0 5309 CNPA/Other Total $48,425,124 $6,771,898 $55,197,022 $4,694,631 $18,800 $4,713,431 $249,609 $249,609 $53,119,755 $7,040,307 $60,160,062 $50,134,890 $6,890,285 $57,025,175 $42,765,099 $6,942,625 $49,707,724 $42,763,488 $4,856,796 $47,620,284 $10,356,267 $2,183,511 $12,539,778 $125,536 $250,273 $375,809 $53,245,291 $7,290,580 $60,535,871 80.5% 69.0% 79.2% 94.4% 97.9% 94.8% 80.5% 98.6% 82.6% 0.85 1.01 0.87 1.00 1.43 1.04 $6,450,401 $1,045,910 $7,496,311 $1,755,770 $1,027,110 $2,533,271 27.2% 98.2% 33.8% N/A -$47,505 $0 $53,119,755 $1,559,313 $2,009,377 $2,006,595 $51,113,160 $190,265 $53,310,020 3.8% 2.9% 3.8% 1.29 0 N/A $0 $85,231 $7,040,307 -$20,661 $2,175,663 $125,032 $6,915,275 $14,769 $7,055,076 1.8% -0.3% 30.9% N/A 0 N/A -$47,505 $85,231 $60,160,062 $1,538,652 $4,185,040 $2,131,627 $58,028,435 $205,034 $60,365,096 3.5% 2.6% 7.0% 2.72 0 Monthly Performance Measures Contingency Forecast/Actual Executed CO Pending CO 96.6% of 55.2 7.5 Budget 55.2 5.0 0.4 57.0 49.7 50.0 Dollars in Millions Conti Contingency Expended 7.5 87.2% of 5.0 Planned 40.0 30.0 $55.2 $55.2 $57.0 $49.7 20.0 33.8% Remaining 10.0 $7.5 $5.0 0.0 Total Contract Budget Forecast at Completion Planned Work to Date Completed Work to Date LS2 Contract Through January '08 Page 58 Contingency Available Contingency Expended JANUARY 2008 FINAL PROGRESS REPORT Line Section 3 Description Line Section 3 is 4.29 miles in length with approximately eight miles of in-street track. It begins at Central Avenue and McDowell Road and extends south on Central Avenue to Portland Avenue where the line splits into single-track alignment on the one-way streets of Central Avenue and 1st Avenue. It continues south on one-way 1st Avenue to Jefferson Street and then east on one-way Jefferson Street to its end at 26th Street. It continues on one-way Central Avenue to Washington Street and then east on one-way Washington Street to 26th Street. The eastbound leg is on 1st Avenue and Jefferson Street and the westbound leg is on Washington Street and Central Avenue. The Section traverses downtown Phoenix crossing the Deck Park Bridge and passes near America West Arena, Bank One Ballpark, the Symphony Hall, Civic Plaza and Arizona Science Center. The work anticipated in this construction contract includes demolition, relocation of public utilities, corrosion control facilities, roadway and drainage modifications, station platform foundations, installation of systems duct bank and conduits, streetlights, traffic signals, OCS pole foundations, irrigation, landscaping, traffic signing, pavement marking, preparation of track bed and installation of embedded track. It also includes modifications of existing structures at the Deck Park Bridge, Renaissance II Garage, Arizona Science Center/CPEG Pedestrian Bridge and ADOT I-10 Washington-Jefferson Interchange. Page 59 JANUARY 2008 FINAL PROGRESS REPORT The seven stations with 13 platforms located within Line Section 3 are McDowell Road/Central Avenue, Roosevelt Street/Central Avenue, Roosevelt Street/1st Avenue, Van Buren Street/Central Avenue, Van Buren Street/1st Avenue, Washington Street/Central Avenue, Jefferson Street/1st Avenue, 3rd Street/Washington Street, 3rd Street/Jefferson Street, 12th Street/Washington Street, 12th Street/Jefferson Street, 24th Street/Washington Street and 24th Street/Jefferson Street. For Right-of-Way availability and order of construction or sequencing, Line Section 3 has been divided into 15 segments. The segments are paired on the one-way street couplets with Segments 1 and 2 extending from Polk to Washington on Central and 1st Avenue, 3 and 4 from 1st Avenue to 3rd Street on Washington and Jefferson, 5 and 6 from 3rd Street to 9th Street on Washington and Jefferson, 7 and 8 from Portland to Polk on Central and 1st Avenue, 9 and 10 from 9th Street to 14th Street on Washington and Jefferson, 11 and 12 from 14th to 20th Street on Washington and Jefferson, 13 and 14 from 20th to 26th Street on Washington and Jefferson, and Segment 15 on Central Avenue from McDowell to Portland. Progress • Archer Western Contractors (AWC) is continuing utility construction in segments 11 through 12 installing storm sewer, sanitary sewer and water service. AWC has completed installation of traffic features and wiring on traffic signals in segments throughout the project and is preparing for punch list and turnover to City of Phoenix. AWC has completed installation of OCS foundations and continues to place flatwork and irrigation systems as required along ROW and stations. • AWC continues to work their day and night crews five ten-hour shifts a week. AWC is proceeding with the full depth asphalt installation on the east end of the project from 26th street to 16th street. Rubberized paving will resume as weather permits. AWC has completed the guideway rail heading on Jefferson except for the 11th Street Loop. • AWC has completed the installation of the 50-meter mainline turnouts on Washington and Jefferson for the 11th Street Loop. Relocation of the waterline at Jefferson and 11th Street is scheduled to begin in February upon completion of other utility work that requires relocation. • AWC has installed over 44,000 linear feet (100 percent) of guideway throughout the alignment. AWC is placing roadway paving and sidewalk throughout the alignment. • AWC has completed several areas of landscaping irrigation work and has started planting material on 1st Avenue. Cost and Schedule – Variance Analysis • AWC and METRO have completed negotiations concerning the master schedule milestone revision change order and requests for equitable adjustments and has issued a change order. The current progress schedule indicates the contractor has completed 85 percent of the work. Page 60 JANUARY 2008 FINAL PROGRESS REPORT Issues and Solutions • Bi-weekly meetings with the system integration contractor are being held to address any design conflicts and coordination issues. Meetings are being held at the field office to better effect contractor communication with the LS3 contractor and TES/S&C contractor. Construction Photographs Placing rubberized paving on Central Avenue Chase Ball Park Planters Rubberized Asphalt Paving on 1st Avenue Planting Palms on 1st Avenue Page 61 JANUARY 2008 RAIL PROGRESS REPORT 3.1.3 Line Section 3 William Gustafson Archer Western William Atesis Description: PE/PA: Contractor: Resident Engineer: December 28, 2007 Data Through: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Cumulative Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled Work Earned Actual Expenditures Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) 5309 $79,248,617 $18,807,657 $0 $98,056,274 $94,737,283 $85,631,313 $85,967,620 $12,088,654 $78,597 $98,134,871 87.7% 96.6% 87.3% 0.90 1.00 $20,348,232 $1,461,978 7.2% CNPA $20,307,440 $1,373,806 $539,912 $22,221,158 $18,791,244 $18,791,244 $17,273,310 $4,947,848 $1,576,940 $23,798,098 77.7% 84.6% 84.6% 1.00 1.09 $1,349,094 $515,200 38.2% 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Period Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled (Cumm - Last Period) Work Earned (Cumm - Last Period) Actual Expenditures (Cumm - Last Period) Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) N/A $115,659 $0 $98,056,274 $3,208,465 $2,162,763 $2,170,691 $95,885,583 -$302,502 $97,753,772 2.2% 3.3% 2.2% 0.67 0.00 $6,398,232 $6,282,573 98.2% N/A N/A $839,974 $955,633 $0 $0 $22,221,158 $120,277,432 $5,354 $3,213,819 $2,277,257 $4,440,020 $753,039 $2,923,730 $21,468,119 $117,353,702 $331,067 $28,565 $22,552,225 $120,305,997 3.4% 2.4% 0.0% 2.7% 10.2% 3.7% 425.34 1.38 0.00 0.00 $1,231,072 $7,629,304 $391,098 $6,673,671 31.8% 87.5% Total = $121.3 x Budgeted/Planned Total 120.0at Completion Forecast Total = $120.9 $1.7 Total $99,556,057 $20,181,463 $539,912 $120,277,432 $113,528,527 $104,422,557 $103,240,930 $17,036,502 $1,655,537 $121,932,969 85.8% 94.4% 86.8% 0.92 1.01 $21,697,326 $400,238 1.8% Monthly Performance Measures Forecast/Actual 99.7% of Contingency 99.6 21.7 Budget Executed CO Pending CO 99.6 19.6 1.7 $21.7 110.0 Plann Completed Work to Date $19.6 113.5 104.4 100.0 Dollars in Millions Conti 90.0 Contingency Expended 88.4% of Planned 21.7 21.3 80.0 70.0 60.0 50.0 $113.5 $99.6 $99.6 $104.4 40.0 1.8% Remaining 30.0 20.0 $21.7 10.0 $21.3 0.0 Total Contract Budget Forecast at Completion Planned Work to Completed Work Date to Date LS3 Contract Through January '08 Page 62 Contingency Available Contingency Expended JANUARY 2008 FINAL PROGRESS REPORT Line Section 4 Description Line Section 4 guideway is approximately 5.4 miles from 26th and Washington Street to the northern limit of Tempe Town Lake. The work includes demolition, relocation of water and sewer lines, roadway improvements, drainage modifications, sidewalk and landscaping, streetlights, installation of traffic control signals, LRT station platform foundations, systems duct bank and conduits, OCS pole foundations, preparation of the tracked and sub drains, installations of track and special trackwork including the portion of the LRT Tempe Town Lake Bridge, and replacement of the Washington Street Bridge over the Grand Canal. There are three light rail stations located on Washington Street at 38th Street, 44th Street and Priest Drive. Progress • Town Lake Bridge to 44th Street: Remaining punch-list items are complete. • Forty-Fourth Street to 26th Street: The contractor is working on the punch-list items and remaining changes to the contract. Page 63 JANUARY 2008 FINAL PROGRESS REPORT Cost and Schedule – Variance Analysis • The contract is in the progress of being closed. Issues and Solutions • None. Construction Photographs Final COT punch-list walk-through TCE back of walk restoration TCE back of walk restoration Rail Grinding at 54th Place Page 64 DECEMBER 2007 RAIL PROGRESS REPORT 3.1.4 Line Section 4 Avrum Loewenstein Sundt/Stacey Witbeck Frank Aber Description: PE/PA: Contractor: Resident Engineer: Data Through: December 31, 2007 Cumulative 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled Work Earned Actual Expenditures Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Period Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled (Cumm - Last Period) Work Earned (Cumm - Last Period) Actual Expenditures (Cumm - Last Period) Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) 5309 $47,869,894 $4,337,350 -$625,000 $51,582,244 $51,565,706 $49,638,267 $51,469,339 $112,905 $287,590 $51,869,834 99.8% 100.0% 96.2% 0.96 0.96 $4,662,188 $324,838 7.0% CNPA $7,557,905 $770,711 $1,230,322 $9,558,938 $8,821,138 $9,411,856 $9,415,627 $143,311 $42,711 $9,601,649 98.5% 92.3% 98.5% 1.07 1.00 $409,525 $377,113 92.1% Total $55,427,799 $5,108,061 $605,322 $61,141,182 $60,386,844 $59,050,123 $60,884,966 $256,216 $330,301 $61,471,483 99.6% 98.8% 96.6% 0.98 0.97 $5,071,713 $701,951 13.8% N/A -$129,795 $0 $51,582,244 -$731,480 -$42,827 $995,957 $112,905 $94,096 $1,202,958 1.9% -1.4% -0.1% 0.06 -0.04 N/A $0 -$113,392 $9,558,938 $190,041 $52,140 $63,142 $143,311 $85,684 $292,137 0.7% 2.0% 0.5% 0.27 0.83 N/A -$129,795 -$113,392 $61,141,182 -$541,439 $9,313 $1,059,099 $256,216 $179,780 $1,495,095 1.7% -0.9% 0.0% -0.02 0.01 Monthly Performance Measures Total = x Budgeted/Planned $60.5 Total70.0 Contr Total = $59.8 Forecast at Completion 98.8% of Contingency Forecast/Actual 97.8% Executed of CO Pending CO Budget 55.4 5.1 Planned 55.4 4.4 0.0 $0.0 Planned 60.0W $5.1 Completed Work to Date 60.4 Contingenc 50.0 Expended Contingency Dollars in Millions 59.1 $4.4 5.1 4.4 40.0 30.0 $60.4 $55.4 $59.1 $55.4 20.0 13.8% Remaining 10.0 $5.1 $4.4 0.0 Total Contract Budget Forecast at Completion Planned Work to Completed Work to Date Date LS4 Contract Through January '08 Page 65 Contingency Available Contingency Expended JANUARY 2008 FINAL PROGRESS REPORT Line Section 5 Description Line Section 5 is 4.7 miles in length, beginning at the 1st Street grade crossing in Tempe and progressing down the former Creamery Branch of the UPRR in Tempe, across Mill Avenue, and behind the Mission Palms resort. From there, it runs along Stadium Drive across Rural Road down Terrace Road to Apache Boulevard. It then proceeds east on Apache Boulevard and enters the City of Mesa, where it terminates in the vicinity of Main Street and Sycamore near the Tri-city Mall property. The construction work in this contract includes demolition, relocation of public utilities, roadway and drainage modifications, station platform foundations, installation of systems duct bank and conduits, street lights, traffic signals, OCS pole foundations, preparation of track bed, and installation of embedded track. Stations are located in Tempe at 3rd and Mill, 5th and College, University and Rural, Apache and Dorsey, Apache and McClintock, Apache and Smith-Martin, Apache and Price Freeway; and in Mesa at Main and Sycamore. Progress • The Contractor has installed all embedded track for the project, as well as the direct fixation track at the end of the project. • The Contractor has substantially completed all track milestones, and all station platforms. Page 66 JANUARY 2008 FINAL PROGRESS REPORT • The Contractor is coordinating with follow-on contractors in various locations in Milestones A2 through F2 since their substantial completion. • The Contractor has completed all guideway ductbank and microduct placements. • The Contractor has completed street widening on Main Street from Dobson to Sycamore, and is awaiting warmer weather to perform the mill and overlay in this area. • The Contractor continued traffic signal activations throughout Tempe and Mesa. • The Contractor continued punchlist and change work throughout Tempe and Mesa. Cost and Schedule – Variance Analysis • Milestones A2 through F2 are substantially complete, as are all eight station platforms. Though Milestones C2 through F2 were been challenged by utility relocation delays, the Contractor has met these milestones as set in Change Order 83 for acceleration. Issues and Solutions • The Contractor now reached a point in which all Third Party utilities have been relocated. Only a handful of electrical feeds for traffic signals, bus shelter lights, and irrigation controllers remain to be placed. • Maintenance of traffic flow throughout the project area is beginning to ease, with traffic restrictions currently limited primarily to Mesa. However, close coordination with local cities and ADOT is still required for periodic closures and for shifting traffic patterns. • Public support for the project remains reasonably good. The Contractor has continued positive efforts to assure stakeholder support through advance notices and rapid resolution of stakeholder concerns. The December Community Advisory Board ratings remained at the 100 percent that the Contractor usually has received. Page 67 JANUARY 2008 FINAL PROGRESS REPORT Construction Photographs Punchlist Work, ASU Promenade, Milestone G Change Work, Milestone H Punchlist Work, Tempe, Milestone H Traffic Signal Work, Mesa, Milestone H Page 68 JANUARY 2008 RAIL PROGRESS REPORT 3.1.5 Line Section 5 Brian Buchanan Sundt/Stacey Witbeck Sam Graham Description: PE/PA: Contractor: Resident Engineer: January 15, 2008 Data Through: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Cumulative Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled Work Earned Actual Expenditures Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) (SPI) Cost Performance (6/7) (CPI) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Period Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled (Cumm - Last Period) Work Earned (Cumm - Last Period) Actual Expenditures (Cumm - Last Period) Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) Total = $77.0 x Budgeted/Planned 80.0 Total Forecast at Completion $6.5 Total = $78.9 $0.5 5309 $68,882,969 $7,356,774 $0 $76,239,743 $74,809,239 $73,015,239 $74,703,632 $1,536,111 $537,276 $76,777,019 98.0% 98.1% 95.8% 0.98 0.98 $6,408,135 -$1,485,915 -23.2% CNPA $1,610,897 $526,396 $0 $2,137,293 $1,489,136 $1,852,159 $1,634,081 $503,212 $0 $2,137,293 76.5% 69.7% 86.7% 0.00 0.00 $104,416 -$421,980 -404.1% N/A $283,217 $0 $76,239,743 $1,937,693 $520,598 $677,304 $75,562,439 -$283,217 $75,956,526 0.9% 2.5% 0.7% 0.27 0.00 N/A N/A $468,102 $751,319 $0 $0 $2,137,293 $78,377,036 -$293,575 $1,644,118 $466,011 $986,609 $466,011 $1,143,315 $1,671,282 $77,233,721 -$466,011 -$749,228 $1,671,282 $77,627,808 21.8% 1.5% -13.7% 2.1% 21.8% 1.3% 0.00 0.60 0.00 0.00 Monthly Performance Measures 55 102.5%Contingency of Forecast/Actual Executed CO Pending CO Budget 70.5 6.5 70.5 7.4 0.5 $7.4 70.0 Plann Completed Work to Date 76.3 74.9 Dollars in Millions 60.0 Cont Contingency Expended Total $70,493,866 $7,883,170 $0 $78,377,036 $76,298,375 $74,867,398 $76,337,713 $2,039,323 $537,276 $78,914,312 97.4% 97.3% 95.5% 0.98 0.98 $6,512,551 -$1,907,895 -29.3% 98.1% of Planned 6.5 8.4 50.0 40.0 $76.3 $70.5 $74.9 $70.5 30.0 -29.3% Remaining 20.0 10.0 $6.5 $8.4 0.0 Total Contract Budget Forecast at Completion Planned Work to Completed Work Date to Date LS5 Contract Through January '08 Page 69 Contingency Available Contingency Expended JANUARY 2008 FINAL PROGRESS REPORT 48th Street Bridge Replacement Description The 48th Street Bridge Replacement Contract consists of the replacement of one concrete vehicular and one utility bridge over the SRP Grand Canal, construction of underground utilities including water mains and APS ductbanks, jack and bored utility pipe casings under UPRR railroad track, curb and gutter, sidewalk and driveways, grading and fencing of the METRO rail material storage yard, and removal and replacement of asphalt concrete pavement. Progress • The remaining work was completed and accepted by METRO and the City of Phoenix in May 2007. Cost and Schedule – Variance Analysis • This contract was closed out after final completion, final acceptance and final payment. Issues and Solutions • None. Page 70 JANUARY 2008 FINAL PROGRESS REPORT Town Lake Bridge Description The Town Lake Bridge consists of an 11-span structure with concrete deck and steel deck truss superstructure on concrete piers. The structure has an overall length of 1,546 feet. The North and South approaches to the bridge are of retained earth fill and are approximately 1,654 feet in total length. The construction work includes cast-in-place drilled shaft pier foundations to bedrock, cast-in-place concrete pier caps, concrete abutments, concrete retaining walls, a steel truss superstructure, cast-in-place concrete deck, specialty lighting, demolition, relocation of public utilities, roadway and drainage modifications, systems duct bank conduits, streetlights, OCS pole foundations, preparation of track embankment and installation of concrete track slab. Installation of direct fixation rail for both the approaches and the bridge is included in Line Section 4 contract. Progress • The Project is complete and the Contract has been closed as of March 2007. Cost and Schedule – Variance Analysis • This Contract has been closed. Issues and Solutions • None. Page 71 JANUARY 2008 RAIL PROGRESS REPORT 3.6.1 Town Lake Bridge Bill Gustafson PCL Contractors Joel Mona Description: PE/PA: Contractor: Resident Engineer: September 30, 2006 Data Through: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Cumulative Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled Work Earned Actual Expenditures Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Period Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled (Cumm - Last Period) Work Earned (Cumm - Last Period) Actual Expenditures (Cumm - Last Period) Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) Total = $22.5 Budgeted/Planned x Total 25.0 Forecast at Completion Total = $22.5 $0.0 $0.7 Plann Completed Work to Date $0.7 5309 CNPA Total $21,219,861 $17,523 $21,237,384 $722,892 $0 $722,892 -$183,000 $0 -$183,000 $21,759,753 $17,523 $21,777,276 $21,759,753 $17,523 $21,777,276 $21,759,753 $15,771 $21,775,524 $21,759,751 $15,771 $21,775,522 $2 $1,752 $1,754 $0 $0 $0 $21,759,753 $17,523 $21,777,276 100.0% 90.0% 100.0% 100.0% 100.0% 100.0% 100.0% 90.0% 100.0% 1.00 0.90 1.00 1.00 1.00 1.00 $722,892 $1,402 $724,294 $0 $1,402 $1,402 0.0% 0.0% 0.2% N/A $0 $0 $21,759,753 $0 $0 $0 $21,759,753 $0 $21,759,753 0.0% 0.0% 0.0% 0.00 1.00 $1,242,400 $0 0.0% Dollars in Millions N/A $0 $0 $21,777,276 $0 $0 $0 $21,777,276 $0 $21,759,753 0.0% 0.0% 0.0% 0.00 1.00 $1,242,400 $0 0.0% Monthly Performance Measures Forecast/Actual 100% of Contingency 21.2 0.7 Budget Executed CO Pending CO 21.2 0.7 21.8 100% of Planned 0.0 21.8 20.0 Conti Contingency Expended N/A $0 $0 $17,523 $0 $0 $0 $17,523 $0 $0 0.0% 0.0% 0.0% 0.00 1.00 $0 $0 0.0% 0.7 0.7 15.0 $21.2 $21.2 $21.8 $21.8 10.0 0.0% Remaining 5.0 $0.7 $0.7 0.0 Total Contract Budget Forecast at Completion Planned Work to Date Completed Work to Date TLB Contract Through January '08 Note: Contract complete. Page 72 Contingency Available Contingency Expended JANUARY 2008 FINAL PROGRESS REPORT Operations and Maintenance Center Description The Operations and Maintenance Center (OMC) contract includes construction of Maintenance of Equipment (MOE) building, Maintenance of Way (MOW) building, Car Wash facility, Service and Cleaning facility, maintenance equipment and tools, entry station, track installation in the yard and shop areas, construction of yard lead track from the LRT mainline in Washington Street to the OMC site including a bridge over the UPRR railroad track and SRP Grand Canal, retaining walls and embankment, fill materials for site preparation, grading and drainage, drain channel and swales, culverts and underground drainage pipes, roadways, parking lots, landscaping, fencing, water mains for fire protection and domestic services, utility services, electrical ductbanks, OCS pole foundations, and systems ductbanks. Progress • The contract is complete. Cost and Schedule – Variance Analysis • This Contract has been closed. Issues and Solutions • None. Page 73 JANUARY 2008 RAIL PROGRESS REPORT Description: PE/PA: Contractor: Resident Engineer: 3.5.1 Maintenance Support Facility/Operations and Maintenance Center Avrum Loewenstein Sundt/Stacy Witbeck Brian Mason August 31, 2007 Data Through: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Cumulative Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled Work Earned Actual Expenditures Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Period Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled (Cumm - Last Period) Work Earned (Cumm - Last Period) Actual Expenditures (Cumm - Last Period) Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) Total = $65.7 x 70.0 Budgeted/Planned Total Forecast at Completion Total = $65.7 $0.0 5309 $57,637,721 $8,020,263 -$257,984 $65,400,000 $65,400,000 $65,400,000 $65,400,001 -$1 $0 $65,400,000 100.0% 100.0% 100.0% 1.00 1.00 $8,020,263 $0 0.0% Total $57,637,721 $8,020,263 -$257,984 $65,400,000 $65,400,000 $65,400,000 $65,400,001 -$1 $0 $65,400,000 100.0% 100.0% 100.0% 1.00 1.00 $8,020,263 $0 0.0% N/A $925,357 $0 $65,400,000 $0 $0 $0 $65,400,000 $0 $65,400,000 0.0% 0.0% 0.0% #N/A #N/A N/A $925,357 $0 $65,400,000 $0 $0 $0 $65,400,000 $0 $65,400,000 0.0% 0.0% 0.0% #N/A #N/A Monthly Performance Measures 100.0% of Budget Contingency 57.6 8.0 Forecast/Actual 100% Executed of CO Pending CO Planned 57.6 8.0 0.0 $8.0 60.0 Plann Completed Work to Date $8.0 65.4 Conti 50.0 Contingency Expended Dollars in Millions 65.4 8.0 8.0 40.0 $65.4 30.0 $57.6 $65.4 $57.6 20.0 0.0% Remaining 10.0 $8.0 $8.0 0.0 Total Contract Budget Forecast at Completion Planned Work to Completed Work Date to Date MSF Contract Through January '08 Note: Contract has been closed out Page 74 Contingency Available Contingency Expended JANUARY 2008 FINAL PROGRESS REPORT Park-and-Ride Description Surface Park-and-Rides (PNR) are proposed at eight sites along the alignment, 3,513 spaces are currently provided. Sites are located at 19th Avenue and Montebello, 19th Avenue and Camelback Road, Central Avenue and Camelback Road, 38th Street and Washington Street, Dorsey Lane and Apache Boulevard, McClintock Road and Apache Boulevard, Price Freeway and Apache Boulevard, and Sycamore Drive and Main Street. The lots are adjacent to Transit Centers at 19th Street and Montebello, Central and Camelback and Sycamore and Main Street. On site security buildings are provided at 19th Avenue and Montebello, 19th Avenue and Camelback Road, McClintock Road and Apache Boulevard, Price Freeway and Apache Boulevard, and Sycamore Drive and Main Street. The PNR construction package includes work for demolition, grading, drainage, concrete curbs, concrete sidewalks, asphalt concrete pavement, lighting, irrigation, landscaping, a security building, signing and pavement marking. CCTV security cameras and emergency telephones will be installed under the Signals and Communication construction package. Progress • There has been no activity on the Montebello/19th Avenue and 19th Avenue/Camelback sites by Kiewit Construction. • MRM Construction has installed the storm drainage facilities and the onsite waterline on the 38th Street/Washington site. Additionally, MRM has begun mass excavation and storm drain installation on the Central and Camelback site Page 75 JANUARY 2008 FINAL PROGRESS REPORT • METRO issued a Notice to Proceed to Sundt/Stacy & Witbeck, Joint Venture for the Price/Apache and Sycamore/Main sites effective January 22, 2008. • There has been no construction activity by Sundt/Stacy & Witbeck, Joint Venture on the Price/Apache and Sycamore/Main sites. • The Developer for the McClintock/Apache site is in the process of constructing the garage. Anticipated access by METRO Signals and Communications contractor is March 25, 2008. • The City of Tempe is in the process of design for an additional 100 spaces at Dorsey/Apache. Construction is anticipated for March 2008 thru August 2008. METRO Signals and Communications is providing the necessary interface for the facility security system. Cost and Schedule – Variance Analysis • Total award amount for the six sites to be constructed by METRO is $22,295,267. Issues and Solutions • Monitoring of the private Developer’s progress for the McClintock/Apache site to assure that there are no less than 300 parking spaces available in December 2008. • The Price/Apache Park and Ride has various obstacles onsite that need to be removed before construction can begin. These consist of approximately 50 palm trees, a billboard with power service and an overhead power and Qwest line through the middle of the site. • The fire line at both the Montebello/19th Avenue and 19th Avenue/Camelback sites are currently being re-evaluated by the City of Phoenix to determine if a backflow preventer will be required on these lines. Page 76 JANUARY 2008 FINAL PROGRESS REPORT Park and Ride Construction Data No. Park and Ride Site Number of Spaces Notice to Proceed Date Contractor 1 Montebello/19th Ave. 794 December 3, 2007 Kiewit 2 19th Ave./Camelback 410 December 3, 2007 Kiewit 3 Central/Camelback 135 December 3, 2007 MRM Construction 4 38th St./Washington 189 December 3, 2007 MRM Construction 5 Dorsey/Apache (2-Sites) 190 March 2008 City of Tempe 6 McClintock/Apache--Garage 300 September 2007 Developer, Gray 7 Price Freeway/Apache 693 January 22, 2008 Sundt, Stacy & Witbeck 8 Sycamore/Main 802 January 22, 2008 Sundt, Stacy & Witbeck Opening Day Total 3,513 Construction Photographs Storm Drain Installation 38th and Washington Preliminary Earthwork Central and Camelback Page 77 JANUARY 2008 FINAL PROGRESS REPORT Track Material Procurement Description The track materials are broken down into five separate procurements as follows: • Ballasted Special Trackwork – includes ballasted turnouts and concrete switch ties for the OMC and direct fixation fasteners for the OMC, Town Lake Bridge (TLB) and Deck Park Bridge. • Girder Rail – rail needed for the embedded trackwork. • Girder Rail Special Trackwork – turnouts needed for the embedded trackwork. • Concrete Crossties – concrete crossties needed for the OMC. • T Rail – rail for the OMC, TLB including approaches and Deck Park Bridge. Progress • Girder Rail • Embedded Special Trackwork o The Contractor continues to produce special trackwork castings and other miscellaneous materials for this contract. Page 78 JANUARY 2008 FINAL PROGRESS REPORT Cost and Schedule – Variance Analysis • Track material procurement activities remain on schedule and within budget at this time. Issues and Solutions • None. Page 79 JANUARY 2008 FINAL PROGRESS REPORT Traffic Signal Procurement Description These Purchase Orders include the system-wide procurement of traffic signal poles, controllers, controller cabinets, and traffic central system upgrades for the City of Phoenix and Tempe. Progress • All of traffic signal equipment for the five Line Section contracts initially ordered under these Purchase Orders has been delivered to METRO or directly to the Line Section contractors’ storage yards. Cost and Schedule – Variance Analysis • No Change for this month, traffic signal procurement activities has been completed. Page 80 JANUARY 2008 FINAL PROGRESS REPORT • A table showing the status of costs incurred to-date versus budget follows: Description Contract/Budget Amount Total Payments COP Traffic System Upgrades $ 965,112.00 $ 668,893.30 COT Traffic System Upgrades $ 350,347.00 $ 189,612.00 Traffic Signal Controller/Cabinets LS 1 Traffic Signal Poles/Mast Arms (Phoenix -PO is completed) LS 2 Traffic Signal Poles/Mast Arms (Phoenix - PO is completed) LS 3 Traffic Signal Poles/Mast Arms (Phoenix -PO is completed) LS 4 Traffic Signal Poles/Mast Arms (Phoenix - PO is completed) LS 4 Traffic Signal Poles/Mast Arms (Tempe - PO is completed) LS 5 Traffic Signal Poles/Mast Arms (Tempe – PO is completed) $ 2,910,916.75 $ 2,629,229.26 $ 209,144.33 $ 209,144.31 $ 309,685.98 $ 309,685.97 Issues and Solutions • None. Page 81 $ 1,425,604.91 $ 1,321,686.32 $ 369,069.21 $ 360,469.21 $ 337,883.00 $ 336,247.85 $ 941,912.82 $ 859,942.43 JANUARY 2008 FINAL PROGRESS REPORT Underfloor Wheel Profiling Machine Description Design, fabricate, furnish an Underfloor Wheel Profiling Machine, Mechanical Chip Collection/Removal Conveying System, and all necessary accessories, items of equipment, and mechanical, electrical, controls and structural items to re-profile wheels on Light Rail Vehicles. Deliver the machine to the OMC and install the machine within the concrete foundation constructed by the Agency in the Maintenance of Equipment building. Inspect, test, start-up the machine to ensure it is operating properly and safely and provide training to Agency staff. Progress • The work is complete. Cost and Schedule – Variance Analysis • The contract is in the process of being closed out. Issues and Solutions • None. Page 82 JANUARY 2008 FINAL PROGRESS REPORT 13. Systems Automated Fare Collection System Description Design, manufacture, furnish, assemble, test, inspect and install the LRT Automated Fare. Collection System (AFCS) for use by METRO. The AFCS consists of Ticket Vending Machines (TVMs), Ticket Validators (Validators) integrated within the TVMs, a Data Collection/Information System (DC/IS), station LANs, Hand Held Verifiers (HHVs), Revenue Collection Equipment, related data communication networks to allow the TVMs to communicate with a central fare collection computer, spare parts, tools, test equipment, documentation, software listings, training, technical assistance and warranty. Progress • Milestone 1 Progress - Complete. • Milestone 2 Progress - Complete. • Milestone 3 Progress - Formal closeout of PDR submittals in-progress. • Milestone 4 Progress - Formal closeout of FDR submittals in-progress. Page 83 JANUARY 2008 FINAL PROGRESS REPORT • Milestone 5 Progress - Performed First Article Configuration Inspection (FACI) in Burlington, MA at SBI's facilities. Overall inspection of the prototype revealed minor discrepancies. • Milestone 6 Progress - Planning to perform Qualifications Tests in February 2008. Cost and Schedule – Variance Analysis • The first Monthly Progress Update was received several months ago. This submittal was reviewed with a status of non-compliant with the previous month's review comments and the contract specifications and was returned to the contractor for correction and resubmittal. During the month of November the Contractor submitted a revised baseline schedule that was subsequently accepted. During the month of December the contractor submitted a schedule update based on the new baseline schedule. That schedule was reviewed and accepted with comments noted. Issues and Solutions • Hand Held Verifier Design. SBI currently experiencing difficultly in providing a hand held verifier unit in conformance with the requirements. SBI continues to investigate industry alternatives. Page 84 JANUARY 2008 FINAL PROGRESS REPORT Construction Photographs First Article Configuration Inspection Page 85 JANUARY 2008 RAIL PROGRESS REPORT Description: PE/PA: Contractor: Resident Engineer: Fare Collection Machines Arkady Bernshtryn Scheidt & Bachmann USA, Inc. Thomas Klings Data Through: July 31, 2007 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Cumulative Original Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled Work Earned Actual Expenditures Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Period Original Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled (Cumm - Last Period) Work Earned (Cumm - Last Period) Actual Expenditures (Cumm - Last Period) Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) Total = $7.7 Budgeted/Planned x8.0 Total $0.6 Forecast at Completion 7.0 Plann Completed Work to Date Total = $7.1 $0.0 $7,100,012 $3,200 $0 $7,103,212 $893,927 $24,440 $24,436 $7,078,776 $0 $7,103,212 0.3% 12.6% 0.3% N/A N/A $574,535 $571,335 99.4% $0 $0 $0 $7,103,212 $264,349 $14,720 $3,536 $7,099,676 $0 $7,103,212 0.0% 3.7% 0.2% N/A N/A Monthly Performance Measures 92.6% of Budget Contingency 7.1 Forecast/Actual Executed CO Pending CO 0.6 7.1 $0.0 0.0 0.0 0.9 0.0 6.0 0.6 Dollars in Millions Conti Contingency Expended 0.0 5.0 4.0 $7.1 $7.1 3.0 2.7% of Planned 2.0 99.4% Remaining 1.0 $0.9 $0.6 $0.0 0.0 Total Contract Budget Forecast at Completion Planned Work to Completed Work Date to Date Fare Collection Machines Through January '08 Page 86 $0.0 Contingency Available Contingency Expended JANUARY 2008 FINAL PROGRESS REPORT Light Rail Vehicle Description METRO has a Contract with KINKISHARYO International, L.L.C. (KI) for two prototype and forty eight production light rail vehicles (LRVs) for a total of fifty (50) LRVs. The contract includes prototype engineering, special tools and test equipment, training, spare parts and publications. The cars are 70 percent low-floor, double-articulated LRVs with two main “A” and “B” passenger sections and a mid “C” section, joined to form one single operating unit. There are four passenger doors on each side and an operators cab at each end. The LRVs are designed to be “street friendly” with energy absorbing bumpers and crashworthy cab ends. Progress • METRO is continuing review of submittals for Contract Data Requirement List items (CDRLs), the bulk of which are test procedures and reports as well as First Article Inspection (FAI) reports and Test Procedures. • METRO held Design Review Meeting Number 24 with KI on June 20th and 21st. The need for design reviews have not been needed although VMR and KI are engaged in daily and weekly meetings. Main topics for presentation by KI and discussion are going to be: special tools; spare parts; operator training course; application; closing open items; vehicle delivery schedule and GE and GEO Focus Interface. Page 87 JANUARY 2008 FINAL PROGRESS REPORT • Changes for an Overhead Catenary System (OCS) Surveillance Camera Installation on two cars and an Automatic Passenger Counting System (APC) for the fleet have been processed. o o All 50 cars have been delivered from Osaka. No further inspections are ongoing in Osaka Japan. • LRV Mass Production – 50 Trains are now in production. • Inspections of the interior are being performed and ongoing. No defects noted. • Cars 122, 123, and 124, are in static testing and are being prepped for delivery acceptance. • Cars 120 and 121 have been inspected for delivery. Punch lists are done and waiting for title transfer. METRO resident inspections in Phoenix final assembly: • Geo Focus equipment is being installed and testing is ongoing. • Geo Focus radio and MDL changes are done and approved. • Over 27 LRVs are in various stages of final assembly at the OMC. • Cars 101 thru 150 were shipped from Osaka for final assembly. All truck frames and components were also shipped from Osaka to Phoenix for final assembly...; Final assembly of LRVs is being impacted by material shortages (gearboxes, APS). This has led to space constraints at the OMC for carbody storage. KI has located a parcel for storing carbodies (LRV 130 and above) in Tempe. KI will be responsible for security at the site as well as for costs associated with secondary handling of car bodies. KI is now in the process of moving cars out of the Tempe lot to the OMC. • A total of 20 LRV’s are accepted as delivered. • Telephone, email and drawing exchange continue between KS-J and KI on vehicle issues, testing procedures and schedules, subsystem interfaces and equipment mounting, interior design and equipment installation, systems application issues, material shipments, production schedule and CDRL’s items. • Qualification testing is ongoing in the yard for low speed. Car 101 is qualified to 40 mph. • Conditional acceptance testing procedures are set up and will start on February 4, 2008. Cost and Schedule – Variance Analysis • Car delivery remains on schedule, sufficient to meet the needs of the overall program. Contract remains within budget. Page 88 JANUARY 2008 FINAL PROGRESS REPORT Issues and Solutions • KI has experienced parts shortages which has caused impacts on the short term delivery schedule of LRVs. The problems involve the supply of gearbox and APS units. METRO representatives held a series of meetings with both suppliers in August to evaluate the impacts to the schedule as well as to determine contingency production plans. KI will be presenting a revised delivery schedule by the end of September. Most of the parts shortages are moving forward. KI is now ahead on APS’s, HVAC’s and gearboxes. VMR and KI repersentives visited the US gear box assembly plant. The production at the plant is going very well. With 20 gear boxes going to assemble this month. • While this will impact the delivery of LRVs of the short term, both METRO and KI remain confident that the final LRV (150) will be delivered and accepted by October, 2008. Construction Photographs Vehicle Assembly at the OMC Page 89 JANUARY 2008 RAIL PROGRESS REPORT 3.7.1 Light Rail Vehicles Steve Bethel Kinkisharo International John Swanson Description: PE/PA: Contractor: Resident Engineer: December 31, 2007 Data Through: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Cumulative Original Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled Work Earned Actual Expenditures Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) 5309 COP Funded $114,619,780 $40,050,160 $2,337,225 $0 $0 $0 $116,957,005 $40,050,160 $100,032,445 N/A $73,753,569 N/A $74,511,172 N/A $42,445,833 N/A $0 N/A $116,957,005 $40,050,160 63.7% N/A 85.5% N/A 63.1% N/A 0.74 N/A 0.99 N/A $4,768,489 $2,135,840 $2,431,264 $2,135,840 51.0% N/A Total $154,669,940 $2,337,225 $0 $157,007,165 $100,032,445 $73,753,569 $74,511,172 $42,445,833 $0 $157,007,165 N/A N/A N/A N/A N/A $6,904,329 $4,567,104 N/A 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Period Original Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled (Cumm - Last Period) Work Earned (Cumm - Last Period) Actual Expenditures (Cumm - Last Period) Forecast to Complete Base (4-7) Pending Changes Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) $114,619,780 $115,845 $0 $116,957,005 $473,343 $4,101,334 $5,793,562 $111,163,443 $0 $116,957,005 5.0% 0.4% 3.5% 1.00 0.99 $4,768,489 $2,431,264 51.0% $154,669,940 $115,845 $0 $157,007,165 $473,343 $4,101,334 $5,793,562 $111,163,443 $0 $157,007,165 N/A N/A N/A N/A N/A $6,904,329 $4,567,104 N/A Total = $119.4 x Budgeted/Planned Total 120.0 $4.8 Forecast to Complete Total = $117.0 $0.0 98.0% of Contingency Forecast/Actual Budget 114.6 4.8 Executed CO 114.6 Plann Completed 100.0 Work to Date Pending CO 2.3 0.0 100.0 73.8 Cont 90.0 Contingency Expended Dollars in Millions Monthly Performance Measures $2.3 110.0 4.8 2.3 80.0 73.7% of Planned 70.0 60.0 $40,050,160 $0 $0 $40,050,160 N/A N/A N/A N/A N/A $40,050,160 N/A N/A N/A N/A N/A $2,135,840 $2,135,840 N/A $114.6 $114.6 $100.0 50.0 40.0 $73.8 30.0 51.0% Remaining 20.0 10.0 $4.8 0.0 Total Contract Budget Forecast to Complete Planned Work to Completed Work Date to Date LRV Contract Through January '08 Note: COP Funded Data unavailable, performance date and graph represent only the Federal 5309 portion Page 90 Contingency Available $2.3 Contingency Expended JANUARY 2008 FINAL PROGRESS REPORT Signals and Communications Description The LRT Signal and Communications (SC) Contract provides for the final design, manufacturing, installation, and testing of the integrated signal and communication system. Major work elements include train signal equipment and communication hardware and software for controlling train movements through crossovers and interlockings, fiber-optic backbone communication transmission system (CTS), closed-circuit TV (CCTV), public address system (PA), variable message boards (VMB), Train Control System, Vehicle Management (VMS), Radio System, PABX and Telephone System including emergency telephones at Park-andRides and Transit Centers, Supervisory Control and Data Acquisition System (SCADA), installation of workstations and equipment in the Operations Control Center (OCC) and at the Operations and Maintenance Center (OMC), six site-built signal buildings and three signal buildings combined with traction power substations. The work scope also includes installation of fiber-optic cables for street traffic control systems for the Cities of Phoenix, Tempe and Mesa, and installation of fiber-optic cables for ASU. Progress • Signal Buildings and Signal Cases o Continuing Acceptance Testing of Signal Building Equipment for Yard Entrance, MSF Yard, and 27th Street Interlockings. Page 91 JANUARY 2008 FINAL PROGRESS REPORT o Performing Pre-Acceptance Testing activities at Signal Building No. 6 (Mill Pocket Track). Acceptance Testing scheduled to begin following 5th and College Power Up which is tentatively scheduled for February 21, 2008. o Final Stages of Signaling System Equipment Installation at Signal Building No. 1 (Pierson Interlocking) and commencement of Pre-Acceptance Testing. o Coordination with APS for power up for Washington Street Case. o Signal System Installation at combined TPSS No. 14 (Sycamore/Dobson). Communications System o • o Fiber Splices completed at OMC MOE Communication Room. o Installing communications devices equipment at Center Parkway Stations. o South Mountain Radio. Agency Contractor scheduled to complete antenna tower equipment installation by February 8, 2008. MEC shall proceed with Radio Communication System Installation upon completion of antenna tower work. o Communication System Fiber Optic Cable Installed and Spliced from TPSS No. 7 to 5th and College Station. o City-Use Fiber Optic Cable. MEC tentatively scheduled to begin microfiber installation the week of February 8, 2008. o Approved Value Engineering Credit Proposal for Fiber Splice Enclosure Substitution currently being processed. OCC Build Out o • Reconfigured the electrical panels to meet code and clearance requirements. Final power shutdown for switch installation tentatively scheduled for the week of Feburary 29, 2008. This will complete OCC Build Out installation (with minor punch list items to be completed following). MEC has begun OCC Communications System installation. Coordinating with other Contracts o Station Finishes. Station Finishes/Signals and Communications Inspection Team continuing to perform joint pre-access inspection and walkthrough. o TES. Coordination for power to Signal Cases located at TPSS Sites. Cost and Schedule – Variance Analysis • The contract is in the final stages of submittals, design and procurement with field construction work in progress. Field construction to date has included the civil and architectural parts of six signal buildings, signal equipment installation at six signal buildings and two shared substations, architectural work at the OCC, track bonding at OMC Yard, LS4 Yard Entrance and numerous mainline track areas, signaling equipment installation at the OMC Yard Entrance and at some intersections in Tempe, Signal Case installation, Communications Device installation at several LRT Passenger Stations and Page 92 JANUARY 2008 FINAL PROGRESS REPORT Cable Pulling for the Fiber Optic Backbone from the OMC into Line Section 5 and along Line Section 4. Issues and Solutions • Mitigation Schedule and Cost Proposal. Received mitigation schedule and cost proposal. Ongoing negotiations between METRO and MEC. • Handover of Stations with Power to support power up of Signal Buildings and Communication System Testing. Agency to provide updates to Station Finishes access schedule. MEC to coordinate access in order to accommodate Signaling and Communication System schedules. Page 93 JANUARY 2008 FINAL PROGRESS REPORT Construction Photographs Splicing Communications System Fiber Optic Cable at 3rd and Mill Station Performing Signal System Testing at Combined TPSS No. 7 (27th Street Interlocking) Communication System Fiber Optic Cable Installation at 3rd and Mill Station Installation of Communication System Fiber Optic Cables at MOE Infrastructure for Signal System Installation at Mission Palms Case Receipt Inspection and Delivery of OCC UPS Page 94 JANUARY 2008 RAIL PROGRESS REPORT 3.7.4 Signals & Communications Leslee O' Conell Mass Electric Steve Kyauk Description: PE/PA: Contractor: Resident Engineer: December 15, 2007 Data Through: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Cumulative Original Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled Work Earned Actual Expenditures Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) 5309 $37,476,762 $1,494,721 $0 $38,971,483 $31,733,481 $27,054,465 $25,157,047 $13,814,436 $0 $38,971,483 64.6% 81.4% 69.4% 0.85 1.08 $2,308,000 $813,279 35.2% CNPA $2,562,259 $74,402 $0 $2,636,661 $456,619 $373,148 $418,617 $2,218,044 $130,000 $2,766,661 15.9% 17.3% 14.2% 0.82 0.89 $132,118 $57,716 43.7% Total $40,039,021 $1,569,123 $0 $41,608,144 $32,190,100 $27,427,613 $25,575,664 $16,032,480 $130,000 $41,738,144 61.5% 77.4% 65.9% 0.85 1.07 $2,440,118 $870,995 35.7% 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Period Original Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled (Cumm - Last Period) Work Earned (Cumm - Last Period) Actual Expenditures (Cumm - Last Period) Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) N/A -$47,520 $0 $38,971,483 $979,805 $3,440,742 $1,242,227 $37,729,256 $0 $38,971,483 3.2% 2.5% 8.8% 3.51 2.77 $2,308,000 $813,279 35.2% N/A -$4,159 $0 $2,636,661 $30,391 -$1,707 $43,782 $2,592,879 $0 $2,636,661 1.7% 1.2% -0.1% -0.06 N/A $132,118 $57,716 43.7% N/A -$51,679 $0 $41,608,144 $1,010,196 $3,439,035 $1,286,009 $40,322,135 $0 $41,608,144 3.1% 2.4% 8.3% 3.40 2.67 $2,440,118 $870,995 35.7% Total = $42.5 x Budgeted/Planned 45.0 Total Forecast at Completion $2.4 40.0 Plann Completed Work to Date Total = $41.7 0.1 $1.6 Monthly Performance Measures Contingency 98.3%40.0 of Budget Forecast/Actual Executed CO Pending CO 2.4 40.0 1.6 0.1 32.2 27.4 35.0 Dollars in Millions Conti Contingency Expended 2.4 85.2% of 1.6 Planned 30.0 25.0 20.0 $40.0 $40.0 $32.2 15.0 35.7% Remaining $27.4 10.0 5.0 $2.4 $1.6 0.0 Total Contract Budget Forecast at Completion Planned Work to Completed Work Date to Date S&C Contract Through January '08 Note: No update was received during the reporting period Page 95 Contingency Available Contingency Expended JANUARY 2008 FINAL PROGRESS REPORT Traction Electrification System Description The Traction Electrification System (TES) provides the electric power required to operate the Light Rail Vehicles (LRV). There are two main components to the TES, these are: Traction Power Substations (TPSS) that convert incoming utility power to DC power, which is used by the LRV and the Overhead Contact System (OCS), which distributes the DC power to the trackway. There are 15 Site Built 2,000 kW substations. Twelve of the substations are 22-feet by 44-feet and three are 22-feet by 57-feet. The substation buildings will be constructed of integrally colored concrete block on landscaped sites. The OCS is comprised of 20-route miles of double-track low-profile overhead catenary. The OCS will be installed on over 1,300 round painted poles. The nominal system voltage is 750 VDC. The nominal height of the OCS above the roadway is 18-feet, 6-inches. The TES Contract provides final design of the TPSS and OCS, manufacturing, fabrication, installation, site work and testing. Progress • Traction Power Substation No. 1 o Pavement placed around building. o Building and Sitework Construction – 90 percent complete. o Traction Power Substation Equipment Installation and Testing – 60 percent complete. Page 96 JANUARY 2008 FINAL PROGRESS REPORT • • • • • Traction Power Substation No. 2 o Conduits have been mandrelled. o Pavement placed around building. o Building and Sitework Construction – 80 percent complete. o Traction Power Substation Equipment Installation and Testing – 60 percent complete. Traction Power Substation No. 3 o Painting of exterior finishes progressed. o Conduits have been mandrelled. o HVAC System installation progressed. o Building and Sitework Construction – 80 percent complete. o Traction Power Substation Equipment Installation and Testing – 40 percent complete. Traction Power Substation No. 4 o Installation of TPSS equipment, lightning protection system, and security system progressed. o Building and Sitework Construction – 75 percent complete. o Traction Power Substation Equipment Installation and Testing – 35 percent complete. Traction Power Substation No. 5 o Installation of TPSS equipment progressed. o Louver post installations progressed. o Conduits have been mandrelled. o Pre-commissioning installation verification inspections commenced. o Building and Sitework Construction – 80 percent complete. o Traction Power Substation Equipment Installation and Testing – 60 percent complete. Traction Power Substation No. 6 o Installation of TPSS equipment, wire and cable progressed. o Conduits have been mandrelled. o Pre-commissioning installation verification inspections commenced. Page 97 JANUARY 2008 FINAL PROGRESS REPORT • • • • • o Pavement placed around building. o Building and Sitework Construction – 90 percent complete. o Traction Power Substation Equipment Installation and Testing – 65 percent complete. Traction Power Substation No. 7 o Conduits have been mandrelled. o Testing HVAC System. o Pavement placed around building. o Building and Sitework Construction – 90 percent complete. o Traction Power Substation Equipment Installation and Testing – 70 percent complete. Traction Power Substation No. 8 o Testing HVAC System. o Conduits have been mandrelled. o Building and Sitework Construction – 85 percent complete. o Traction Power Substation Equipment Installation and Testing – 70 percent complete. Traction Power Substation No. 9 o Installations of grounds for screenwall gates commenced. o Pavement placed around building. o Building and Sitework Construction – 95 percent complete. o Traction Power Substation Equipment Installation and Testing – 95 percent complete. Traction Power Substation No. 10 o Ongoing investigations for water intrusion. o Building and Sitework Construction – 90 percent complete. o Traction Power Substation Equipment Installation and Testing – 65 percent complete. Traction Power Substation No. 11 o Installations of grounds for screenwall gates commenced. o Conduits have been mandrelled. Page 98 JANUARY 2008 FINAL PROGRESS REPORT • • • • • o Sitework performed for driveway. o Building and Sitework Construction – 90 percent complete. o Traction Power Substation Equipment Installation and Testing – 70 percent complete. Traction Power Substation No. 12 o Conduits have been mandrelled. o Painting of exterior finishes progressed. o Building and Sitework Construction – 70 percent complete. o Traction Power Substation Equipment Installation and Testing – 5 percent complete. Traction Power Substation No. 13 o TPSS equipment installation progressed. o Building and Sitework Construction – 75 percent complete. o Traction Power Substation Equipment Installation and Testing – 60 percent complete. Traction Power Substation No. 14 o Installation of TPSS equipment progressed. o Concrete curbs have been placed. o Building and Sitework Construction – 60 percent complete. o Traction Power Substation Equipment Installation and Testing – 5 percent complete. Traction Power Substation No. 15 o Building and Sitework Construction – 95 percent complete. o Traction Power Substation Equipment Installation and Testing – 95 percent complete. MOE Shop and Traction Power Substation No. 16 o • 95 percent complete. Overhead Contact System o OMC Yard and Test Track (Wire Runs 35 through 40). ƒ o completed Line Section 1 ƒ Installation of OCS poles for wire runs 3 and 4 progressed. Page 99 JANUARY 2008 FINAL PROGRESS REPORT o o o o • ƒ Installation of cantilever arms for wire runs 7 and 8 progressed. ƒ Installation of OCS poles is 55 percent complete. ƒ Installation of cantilever support arms is 40 percent complete. Line Section 2 ƒ Installation of cantilever support arms and poles for wire runs 9 and 10 progressed. ƒ Installation of OCS poles is 40 percent complete. ƒ Installation of cantilever support arms is 20 percent complete. Line Section 3 ƒ Regulated contact wire for wire runs 26 and 28. ƒ Installation of OCS poles is 95 percent complete. ƒ Installation of cantilever arms is 50 percent complete. Line Section 4 ƒ Installation of OCS wire is complete. ƒ Performed height and stagger measurements and clearance cart tests for wire runs 29 through 34. ƒ Regulated wire runs 41 and 42. Lind Section 5 ƒ Regulated OCS for wire runs 43 through 48, 51, and 52. ƒ Installed messenger wire for wire runs 49 and 50. ƒ Installed OCS balance weight assembly poles for wire runs 55 and 56. ƒ Installation of OCS poles is 95 percent complete. ƒ Installation of cantilever arms is 70 percent complete. Site Access/Permits o • All traction substation building permits have been issued. The remaining permits are for fire alarm systems in the City of Phoenix. Metro will be requesting an exemption from the Fire Alarm permits in Phoenix because the buildings are classified as U-1, Unoccupied. Coordination with other Contracts/Entities o Ongoing coordination meetings are being held with the Facility Contractors on an asneeded basis. Page 100 JANUARY 2008 FINAL PROGRESS REPORT Cost and Schedule – Variance Analysis • The contract is in the final stages of procurement and material delivery with primary emphasis on OCS field construction. Construction progress to date has included the civil and architectural parts of all sixteen traction power substations, TPSS electrical equipment installation in all sixteen of the traction power substations, OCS components installation in the OMC yard, OMC shop and parts of all Line Sections. Start up testing and commissioning has been done at the OMC and LS4 Test Track areas. Issues and Solutions • Mitigation Schedule and Request for Equitable Adjustment. The Agency and Contractor are nearly complete with negotiating and finalizing an executed change order to resolve the Contractor’s Acceleration Proposal. • TPSS/LRV Compatibility Issue. The Contractor previously responded to comments on their TPSS/LRV Compatibility Investigation Report. No comments have been received from the Vehicle Manufacturer. • Water Intrusion at TPSS No. 10. Water intrusion witnessed in TPSS No. 10. The GEC is currently preparing a design for a vault in between the building and the feeder poles to drain water. Construction Photographs TPSS No. 5 – Installing Louver Posts TPSS No. 14 – Installing Raceways Page 101 JANUARY 2008 RAIL PROGRESS REPORT Description: PE/PA: Contractor: Resident Engineer: 3.7.3 Traction Electrification Systems Alan Friend Mass Electric Corporation Ron Wong December 15, 2007 Data Through: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Cumulative Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled Work Earned Actual Expenditures Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) 5309 $56,681,003 $1,333,207 $0 $58,014,210 $48,259,552 $43,817,428 $43,825,013 $14,189,197 -$10,000 $58,004,210 75.5% 83.2% 75.5% 0.91 1.00 $4,721,000 $3,387,793 71.8% 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Period Budget Executed Change Orders Budget Transfers Current Budget (1+2+3) Work Scheduled (Cumm - Last Period) Work Earned (Cumm - Last Period) Actual Expenditures (Cumm - Last Period) Forecast to Complete Base (4-7) Change Orders Pending Execution Forecast at Completion (7+8+9) Percent Budget Expended (7/4) Percent Planned (5/4) Earned Percent Complete (6/4) Schedule Performance (6/5) Cost Performance (6/7) Contingency Budget Remaining Contingency Percent Contingency Remaining (17/16) N/A $7,404 $0 $58,014,210 $1,728,518 $828,719 $880,631 $57,133,579 -$991 $58,013,219 1.5% 3.0% 1.4% N/A N/A $4,721,000 $3,387,793 71.8% Total = $61.4 Total = $58.0 94.5% of Contingency Forecast/Actual Executed CO Pending CO Budget 56.7 4.7 56.7 1.3 0.0 x Budgeted/Planned Total Forecast $4.7 60.0 at Complete Plann Completed Work to Date Monthly Performance Measures $1.3 48.3 43.8 90.8% of Planned 1.3 50.0 4.7 Dollars in Millions Conti Contingency Expended 40.0 $0.0 30.0 $56.7 $56.68 $48.3 $43.82 20.0 71.8% Remaining 10.0 $4.7 $1.33 0.0 Total Contract Budget Forecast at Complete Planned Work to Completed Work Date to Date TES Contract Through January '08 Note: No update submitted during the reporting period. Page 102 Contingency Available Contingency Expended JANUARY 2008 FINAL PROGRESS REPORT Rail Activation/System Integration Description The Rail Activation Plan was developed in June, 2006 to outline the process and organizational approach that METRO will employ to oversee the testing and start-up of the 20 mile light rail CP/EV system. The Rail Activation process is used to transition the Light Rail Project from the construction phase, through testing, pre-revenue operations, and finally into revenue service. The Rail Activation Team is a diverse group of Transit professionals which consists of METRO staff from Operations, Maintenance, System Engineering, Safety/Security, and Media relations, along with CAC, PMC, GEC and City staff. This same group will participate in and oversee the System Integration process, which is the final testing process before sections of the alignment can be activated for use. The System Integrated tests are designed to prove that the various systems within the alignment work well together and meet design criteria. The primary goal of the Rail Activation Team is to ensure the project achieves revenue operations in a timely and safe manner. Presently, the primary focus of the Rail Activation Team is the OMC yard and test track area. The test track has been defined as the area just east of Highway 143 to 56th Street. Progress • METRO and the consulting staff are developing test plans and procedures related to track allocation, rail/wheel interface, clearance and LRV dynamic testing. • Siemens has conducted tests on METRO substation and we received a report August 20th. • The GEC, METRO, and Kinkisharyo have reviewed the report and made comments to the Rail Activation Team. • The GEC, METRO and Kinkisharyo met and came to a tentative agreement to resume substation/LRV compatibility testing, based on the information in the Seimens report. • METRO, CAC and Seimens are continuing work on modifications to the substations, but this work has no impact on LRV testing. • Interface tests with LRV 101 and the Substations No. 9 and 15 will continue. • LRV testing will continue in the yard until the RAIL/LRV interface problem is corrected. • Kinkisharyo is making software changes to the LRV and will continue tuning the LRV in the yard. • Loram Corporation did surface rail grinding on the test track between 48th St. and 56th St. Some improvement in wheel adhesion was realized after the grinding, but more investigation is needed. • Test track is extended east to Priest Drive. • Track Allocation meetings are being held every Wednesday at the OMC conference room. Page 103 JANUARY 2008 FINAL PROGRESS REPORT • Track Access Training is ongoing every Monday at the OMC. • The CAC delivered the Integrated Test Plan to METRO on October 15, 2007. • METRO has accepted the final version of the Integrated Test Plan from the CAC. • The CAC and Metro staff are working on an Integrated Test Schedule. The schedule should be completed by the end of February. Construction Photograph Rail Grinder Page 104 Page 105 Duration Start Finish 0 0 LS3_5 LS3_4 © Primavera Systems, Inc. 01AUG04 26DEC08 01FEB08 28JAN08 08:10 0 LS3_3 Start Date Finish Date Da t a Da t e R u n D a te 0 LS3_CP01 LS3_2 1,142* 16MAY05A 0 LS4_1 Line Section 3 0 0 LS4_5 LS4_6 0 1,085* 11JAN05A 307* 01APR07A LS4_4 LS4_3 Line Section 4 CAR_4 0 1,051* 14SEP04A Light Rail Vehicles MSF_6 MSF_1 21DEC07A 12DEC07A 08MAY07A 11OCT06A 30JUN08 29DEC07A 28SEP07A 21JAN07A 15NOV06A 31DEC07A 11JAN08A 30JUN07A 30JUN07A Operations & Maintenance Center Master Schedule Activity ID Critical Activity Progress Bar Early Bar 8002 Line Section 4 Construction Sheet 1 of 9 METRO Rail Program Control Central Phoenix/East Valley LRT Project Presentation Schedule Trackway Complete - 16th St to 26th St LS-3 Milestone B TES/S&C Access Trackway Complete- 7th St to 16th St LS-3 Milestone C TES/S&C Access Trackway Complete - 7th St to Roosevelt LS-3 Milestone A TES/S&C Access LS-3 - Civic Plaza Area Avalable Line Section 3 Construction LS-4 Milestone F Overall Completion Access for TES/S&C/Station Finishes LS-4 Milestone 3 West End of Trackwork Complete Access for TES/S&C - Trackway Complete LS-4 Milestone 2 44th St to 48th St Access for TES/S&C-Trackway Complete LS-4 Milestone 1 48th St to 56th St Deliver Rail Cars 107 - 136 (original contract) MSF Milestone- Project Completion MSF Construction 2006 2007 2008 2009 2004 2005 S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M JJUL Page 106 0 0 0 0 LS5_10 LS5_12 LS5_14 LS5_1 LS2_3 1,005* 15AUG05A 0 LS1_1 Line Section 2 0 15MAY08 28JUL08* 22APR08* 07FEB08 24* 15JAN08A AALS1_4 LS1_6 21APR08 14JAN08A 22AUG07A 127* 17DEC07A 78* 29OCT07A 0 28JUL08 01MAR08* 31DEC07A 30NOV07A 15NOV07A 01NOV07A 30MAR07A 01MAR08 30JUN08* 22JAN08A Finish TAALS1_4 ALS1_4 LS1_4 LS1_3 993* 09NOV05A 0 LS5_8 Line Section 1 0 LS5_4 LS5_5 Start 958* 18JUL05A 0 LS3_1 Line Section 5 0 Duration Activity ID LS3_6 Line Section 1 Construction Sheet 2 of 9 LS-2 Contract Duration LS-1 Milestone E Overall Completion N of Bethany Home to 19th/Camelback Trackwork Complete LS-1 Milestone D TES/S&C Access LS-1 48" Waterline Tie IN LS-1 Trackwork 19th Ave LS-1 48" Waterline LS-1 Milestone B TES/S&C Access Central/Camelback to 19th Ave/Camelback Trackwork Complete LS-5 - Milestone H Overall Completion LS-5 - Milestone F2 TES/S&C Access E of Dobson to End of Line Unrestricted Trackway Access LS-5 - Milestone E2 TES/S&C Access 1998+49 to 2031+73 E of Dobson Unrestricted Trackway Access LS-5 - Milestone D2 TES/S&C Access 101 to 1998+49 (E of Tempe Canal) Track/OCS Unrestricted Trackway Access LS-5 - Milestone C2 TES/S&C Access E of McClintock to 1981+40 E of 101 Track/OCS Unrestricted Trackway Access LS-5 - MS A2 TES/S&C Access (Startup Area 1) TLB to 1867+00 Trackwork, OCS Fndn's Line Section 5 Construction LS-3 - Milestone H Overall Completion LS-3 Milestone D TES/S&C Access Trackway Complete - Roosevelt to McDowell 2006 2007 2008 2009 2004 2005 S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M JJUL Page 107 0 0 0 0 0 LS2_4 LS2_7 LS2_11 LS2_10 LS2_1 318* 14MAR07A 460* 01FEB07A 337* 01MAY07A SF_HAM03 SF_HAM04 SF_HAM05 0 02MAR07A 0 02MAR07A G01 GPR_0014 Park and Ride LS-5 LS-4 LS-3 478* 01FEB07A 0 484* 01FEB07A 1,153* 24OCT05A 717* 14FEB05A Start SF_HAM02 LS-2 SF_1 SF_HAM01 SF_2 LS-1 Station Finishes TTL_1 Tempe Town Lake 0 Duration Activity ID LS2_55 01APR08 05MAY08 25JAN08A 23MAY08 19DEC08 29MAY08 19DEC08 30NOV06A 15MAY08* 31MAR08* 06MAR08* 21JAN08A 01AUG07A 31JAN07A Finish Station Finishes Construction Sheet 3 of 9 SF, Line Section 2 - Milestone B's SF, Line Section 1 - Milestone B's McClintock Agreement with Property Owners McClintock Submittal of Planning Entitlements SF, Line Section 5 - Milestone B's SF, Line Section 4 - Milestone B's SF, Line Section 3 - Milestone B's Station Finishes - Overall Completion Tempe Town Lake Construction LS-2 Milestone J Overall Completion Osborn to Virginia LS-2 Milestone GW-3 TES/S&C Access LS-2 Milestone GW-4 TES/S&C Access Virginia to McDowell LS-2 Milestone GW-2 TES/S&C Access Farrington to Osborn LS-2 Milestone GW-1 TES/S&C Access Camelback to Farrington LS-2 Milestone A Roadway Project 1st Place Between Earl & Montgomery 2006 2007 2008 2009 2004 2005 S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M JJUL Page 108 Start 146* 01NOV07A SG07 0 114* 03DEC07A 0 0 0 SCM2B_2 SCM2A_2 SC_999 37 18MAR08 137* 18MAR08* SC_2102 SC_2001 LS-2 180* 25JAN08A SC_1001 LS-1 0 424* 01DEC06A 1,341* 14FEB05A SC_992 SC_OCC1 SC_001 Contract Summary Signal & Communications G08 G07 0 03DEC07A 61* 07SEP07A G06 PR_0010 0 07SEP07A G05 593* 23APR07A 20 02APR07A G02 PR_HAM01 244* 02MAR07A 20 02MAR07A Duration G04 G03 Activity ID 01AUG08 23APR08 22JUL08 06JUL08* 28JUN08* 15MAY08* 15MAR08* 28JAN08A 16OCT08 25MAR08 25MAR08 25MAR08 06NOV07A 05DEC08 01MAY07A 31OCT07A 01MAY07A Finish Sheet 4 of 9 S&C, Work at Stations - LS-2 S&C, LS-2 Central/Camelback Sta Const S&C Work at Stations - LS-1 S&C Milestone Area 3 Signals Complete S&C New Milestone 2A -Compl. OCC, SCADA, Signals S&C Milestone Area 2 Signals Complete S&C Milestone Area 1 Signals Complete S&C Operations Controls Center Construction McClintock Certificate of Occumpancy Park and Ride NTP Signal & Communica Park and Ride Construction McClintock Coreslab Erection McClintock Bldg Permits Exec, Const Start McClintock Construction Completion Park and Ride Contract Duration McClintock Site Grading McClintock Core Slab Prep McClintock Parking Structure 1st Submittal 2008 2004 2005 2006 2007 2009 S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M JJUL Page 109 25 29APR08 37 07MAY08 37 13MAY08 37 24MAY08 666* 06APR06A 28 01JUN07A 21 01JUN07A 24 01JUN07A 278* 11JUN07A 21 18JUN07A 21 20JUN07A 24 06AUG07A 21 10AUG07A 24 21AUG07A 24 12JAN08A 24 01FEB08 24 01FEB08 21 03APR08 100 01MAR07A SC_2003 SC_3004 SC_2005 SC_2006 SC_3300 SC_3303 SC_3304 SC_3321 SC_3301 SC_3305 SC_3307 SC_3311 SC_3306 SC_3312 SC_3308 SC_3309 SC_3310 SC_3322 SC_4100 LS-4 LS-3 14MAY08 37 08APR08 19MAY07A Sheet 5 of 9 S&C, Work At Stations LS-3 S&C, LS-4 -TPSS#7 - 27th St x-ovr S&C, LS- 3 McDowell/Central Station Const S&C, LS- 3 Jefferson/12th St Station Const 24FEB08 23APR08 S&C, LS- 3 Roosevelt/Central Station Const S&C, LS- 3 Washington/12th St Station Const S&C, LS- 3 Jefferson/24th St Station Const S&C, LS- 3 Washington/3rd St Station Const S&C, LS- 3 Washington/24th St Station Const S&C, LS- 3 Jefferson/3rd St Station Const S&C, LS- 3 Jefferson/1st Ave Station Const S&C, LS- 3 Van Buren/1st St Station Const S&C, LS- 3 Washington/Central Station Const S&C, LS- 3 VanBuren/Central Station Const S&C, LS- 3 McKinley Sig Bldg #3 Const S&C, LS-2 Central/Encanto Sta Const S&C, LS-2 Central/Osborn Sta Const S&C, LS-2 Central/Indian School Sta Const S&C, LS-2 Central/Campbell Sta Const S&C, LS-2 Central/Thomas Sta Const 2006 2007 2008 2009 2004 2005 S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M JJUL 24FEB08 10FEB08 05FEB08 10FEB08 10FEB08 05FEB08 05FEB08 14MAR08 05FEB08 05FEB08 05FEB08 29JUN08 18JUN08 12JUN08 23MAY08 Finish Start Duration Activity ID SC_2100 Page 110 05FEB08 41 01NOV07A 41 01NOV07A 169* 15NOV07A 595* 16MAR06A 45 01FEB07A 48 28NOV07A 63 28NOV07A 152 16DEC07A 30 02MAR08 30 02MAR08 100 02MAR08 25 15MAR08 25 19MAR08 SC_4103 SC_4104 SC_4120 SC_5001 SC_5004 SC_5009 SC_5010 SC_5005 SC_5006 SC_5012 SC_5007 SC_5016 SC_5014 0* 01MAY07A SC_M002 FC_013 FC_001 Contract Summary 0 945* 10APR06A Automated Fare Collection 476* 10JAN06A SC_M003 Operations & Maintenance Center LS-5 05FEB08 09NOV08 09NOV08 30APR07A 30MAY07A Sheet 6 of 9 Ready for Revenue Service Compl & Accept of the Sys Int Test S&C Construction - MSF Yard Entrance, Washington S&C Construction - MSF Yard Lead S&C, LS-5 - Apache/McClintock Station Area Const 12APR08 S&C, LS-5 - Main/Syc (Dobson) Station Area Const S&C, LS-5 - Apache/Dorsey Station Area Const S&C, LS-5 - Apache/Price Fwy Station Area Const S&C, LS-5 - Univ/Rural Station Area Const S&C, LS-5 - 5th/College Station Area Const S&C, LS-5 - 3rd/Mill Station Area Const S&C, LS-5 - Apache/Smith Mart Station Area Const Fare Collection Design/Build S&C, LS-5 - Mill Pocket (Misson Palms) Const S&C, Work at Stations LS-4 S&C, LS-4 -Washington & Priest Station S&C, LS-5 - Macayos & AWA Const S&C, LS-4 -Washington & 38th St Station S&C, LS-4 -Washington & 44th St Station S&C, LS-4 -Washington St x-ovr 2007 2008 2004 2006 2009 2005 S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M JJUL 08APR08 09JUN08 31MAR08 31MAR08 15FEB08 15FEB08 15FEB08 15MAR07A 28OCT07A 01MAY08 05FEB08 05FEB08 41 01NOV07A Finish SC_4102 Start 58 01MAR07A Duration Activity ID SC_4101 Page 111 Duration 0 0 TESM10C_2 TES_999 26JUN08 99* 23APR08 58* 30APR08 591* 02AUG06A 551* 28AUG06A 122* 01APR08 744* 16FEB06A 718* 14MAR06A 306* 12JUN07A 103* 01JAN08A 60 01JAN08A 720 11JUL05A TES_1090 TES_1010 TES_2002 TES_2000 TES_2020 TES_2004 TES_2006 TES_3004 TES_3002 TES_3000 TES_4000 LS-4 LS-3 LS-2 30JUL08 761* 30JAN06A TES_1002 12MAR07A 29APR08 12APR08 12APR08 29FEB08 29FEB08 31JUL08 29FEB08 14MAR08 29FEB08 939* 05AUG05A 29FEB08 08AUG08 TES_1000 LS-1 20APR08 0 TESM10B_2 31JUL08* 29FEB08 08AUG08 Finish 0 1,306* 11JAN05A Start TESM10A_2 TES_001 Contract Summary Traction Electrification Activity ID Sheet 7 of 9 TES - LS-4 - TPSS# 9 TES - LS-3 OCS Construction 16th to 26th St TES - LS-3 OCS Construction 7th to 16th St TES - LS-3 OCS Construction 3rd to Roosevelt TES - LS-3 -Roosevelt TPSS# 5 TES - LS-3 - TPSS# 6 TES - LS-2 -OCS Construction TES - LS-2 Catalina TPSS#4 TES - LS-2 Indian School TPSS#3 Central/Camelback to 19th Ave N of Bethany Home to 19th TES - LS-1 - OCS Construction TES/S&C - LS-1 - Construction TES - LS-1 - 17th Ave TPSS# 2 TES - LS-1 Montebello TPSS# 1 TES Milestone 10 - Complete TES Work TES Milestone 10C - Compl TES Work Area 3 TES New Milestone 10B - Compl TES Work Area 2 TES Milestone 10A - Compl TES Work Area 1 TES - Contract 2006 2007 2008 2009 2004 2005 S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M JJUL Page 112 11MAR08 11MAR08 11MAR08 20APR08 311* 01MAR07A 134* 01SEP07A 698* 03APR06A 642* 22MAY06A 614* 26JUN06A 570* 11JUL06A 172* 01SEP07A 153 01OCT07A 117 01NOV07A 117 01NOV07A 110 01NOV07A 110 01NOV07A TES_4006 TES_4004 TES_5018 TES_5020 TES_5000 TES_5006 TES_5002 TES_5022 TES_5010 TES_5012 TES_5014 TES_5016 333 02NOV06A TES_MSF003 TES_TTL001 334* 01NOV06A 01MAR07A 100* 24OCT06A TES_MSF02 Tempe Town Lake 05APR07A 331* 12OCT06A TES_MSF01 25SEP07A 07SEP07A 471* 21MAR06A 27APR07A 01MAR08 19FEB08 29FEB08 22FEB08 29FEB08 12JAN08A 05JAN08A 05APR07A TES_MSF004 Operations & Maintenance Center LS-5 60 01JAN07A TES_4010 29FEB08 29FEB08 782* 09JAN06A Finish TES_4008 Start 943* 01AUG05A Duration Activity ID TES_4002 Sheet 8 of 9 TES - LS-5 OCS Const 101 to Dobson TES - LS-5 - TPSS# 14 TES - LS-5 - TPSS# 11 TES - LS-5 - TPSS# 10 TES - LS-5 - TPSS# 13 TES - LS-5 - TPSS# 12 TES - Tempe Town Lake Perm Power TPSS# 10 TES - MSF TPSS# 15 TES - 56th Street TPSS# 9 TES - M&SF Shop TPSS16 TES - MSF OCS Installation TES - LS-5 OCS Const Dobson to EOL TES - LS-5 OCS Const McClintock to 101 TES - LS-5 OCS Const Rural to McClintock TES - LS-5 OCS Construction Ash to Rural TES - LS-4 OCS Construction 25th to 44th St TES - LS-4 OCS Construction Wash/Central TES - LS-4 OCS Construction Test Track TES - LS-4 - TPSS# 7 TES - LS-4 - TPSS# 8 2006 2007 2008 2009 2004 2005 S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M JJUL Page 113 Duration 60 17JUN08 OPTTR5_2 31 26NOV08 0 27DEC08 PREREV_2 PREREVC_2 0 60 16SEP08 OPTTR4_2 SFTYCERT_2 0 16SEP08 OPTTR3_2 0 60 16AUG08 OPTTR6_2 INTTESTC_C 60 16AUG08 0 30 02AUG08 INTTESTD_2 TURNOVER_5 INTTESTC_2 0 45 16MAY08 INTTESTB_2 TURNOVER_4 124 15MAY08 0 60 16MAR08 0 Start OPTTR2_2 TURNOVER_3 INTTESTA_2 TURNOVER_2 Testing & Startup Rail Activation Plan Activity ID 26DEC08 25NOV08* 24NOV08 14NOV08 14OCT08 14OCT08 15AUG08 31AUG08 01AUG08 15AUG08 29JUN08 15SEP08 15MAY08* 14MAY08* 15MAR08* Finish Sheet 9 of 9 Revenue Service Date (ROD) Pre-Revenue Operation Complete Safety Certification Process Complete Integrated Testing Final Operators Training(Entire Line - 2 Months) Start Final Operators Training (Entire Line) Final OCC Controllers Training Integ.Tests Entire Line - Dynamic Signal & Comm T/O OCC/Comm. Entire Line to VMR Operations Integ.Tests Area 3 -Track, Clearance, TES Turnover Area 3 to VMR Operations Preliminary OCC Controllers Training Integ.Tests Area 2 -Track, Clearance, TES Pre-Final Operators Training (6 Mi.- 4 Months) Turnover Area 2 to VMR Operations Integ.Tests Area 1 -Track, Clearance, TES Turnover Area 1 to VMR Operations 2006 2007 2008 2009 2004 2005 S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M JJUL JANUARY 2008 FINAL PROGRESS REPORT Acronyms AASHTO American Association of State Highway and Transportation Officials AC Alternating Current ACI American Concrete Institute ADA Americans with Disabilities Act ADOT Arizona Department of Transportation AISC American Institute of Steel Construction AISI American Iron and Steel Institute APM Automatic People Mover APPROX Approximately APS Arizona Public Service AREMA American Railway Engineering and Maintenance-of-Way Association ASTM American Society for Testing and Materials ASU Arizona State University ATS Automatic Train Stop AT&T American Telephone and Telegraph Company AWG American Wire Gauge AWS American Welding Society BTU British Thermal Unit CAC Construction Administration Consultant CALCS Calculations CCTV Closed Circuit Television CFM Cubic Feet Per Minute CFS Cubic Feet Per Second CMU Concrete Masonry Unit CNPA Concurrent Non-Project Activity COE US Corp of Engineers COM City of Mesa COMM Communications COP City of Phoenix COT City of Tempe CPU Central Processing Unit CRSI Concrete Reinforcing Steel Institute CRT Cathode Ray Tube CTS Carrier Transmission System CWR Continuous Welded Rail CY Cubic Yard Page 114 JANUARY 2008 FINAL PROGRESS REPORT DBE Disadvantaged Business Enterprise DC Direct Current DSD Development Services Department DWG Drawing(s) EPA Environmental Protection Agency EST Estimate, Estimated FAA Federal Aviation Administration FAI First Article Inspection FHWA Federal Highway Administration FPS Feet Per Second FTA Federal Transit Administration GEC General Engineering Consultant HVAC Heating, Ventilating, Air Conditioning ICBO International Conference of Building Officials IEEE Institute of Electrical and Electronic Engineers IFB Invitation For Bid IPI In Process Inspection LAN Local Area Network LF Linear Feet LRT Light Rail Transit LRV Light Rail Vehicle LS Line Section MAG Maricopa Association of Governments MEC Mass Electric Company MISC Miscellaneous MOE Maintenance of Equipment MOW Maintenance of Way MPH Miles Per Hour OMC Maintenance and Storage Facility MUTCD Manual on Uniform Traffic Control Devices NEC National Electrical Code NEMA National Electrical Manufacturers Association NESC National Electrical Safety Code NFPA National Fire Protection Association NRHP National Register of Historic Places OCC Operations Control Center OCS Overhead Contact System O&M Operations And Maintenance Page 115 JANUARY 2008 FINAL PROGRESS REPORT OMC Operations and Maintenance Center OPS Operations PA Public Address PAN Pantograph PBAX Telephone Private Exchange And Controls PCI Prestressed Concrete Institute PSI Pre Shipment Inspection PED Pedestrian PMC Program Management Consultant PNR Park-and-Ride PSF Pounds Per Square Foot PSI Pounds Per Square Inch PTZ Pan Tilt Zoom QA Quality Assurance QC Quality Control RE Resident Engineer RFI Request For Information RI Receiving Inspection RPM Revolutions Per Minute ROW Right-of-Way RTU Remote Terminal Unit S&C Signals and Communications SCADA Supervisory Control and Data Acquisition SDI Steel Deck Institute SJI Steel Joist Institute SONET Synchronous Optical Network SPEC Specification SRP Salt River Project SSPC Structural Steel Painting Council SSW Sundt/Stacy and Witbeck SSWJV Sundt/Stacy and Witbeck Joint Venture SWG Southwest Gas Corporation TBD To Be Determined TCE Temporary Construction Easement TES Traction Electrification System TTLB Tempe Town Lake Bridge TPSS Traction Power Substation TTY Text Teletype ADA Device Page 116 JANUARY 2008 FINAL PROGRESS REPORT TVM Ticket Vending Machine TWC Train to Wayside Communications UBC Uniform Building Code UL Underwriters Laboratories Incorporated UPRR Union Pacific Railroad UPS Uninterruptible Power System VCR Video Cassette Recorder VETAG Vehicle Tagging System VMB Variable Message Board VMR Valley Metro Rail VMS Vehicle Management System WAN Wide Area Network Page 117