MAY 2007 MAY 2007 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 ................................................................................................... 17 • Procurement Bid Status Report..................................................................... 19 4. Quality Assurance .................................................................................................. 20 5. Public Involvement ................................................................................................. 22 6. Disadvantage Business Enterprise Program ......................................................... 27 • DBE Summary Log........................................................................................ 31 7. System Safety and Security ................................................................................... 32 8. Environmental Management .................................................................................. 33 9. Real Estate............................................................................................................. 35 10. Utilities.................................................................................................................... 38 • Prior Rights Utility Cost Status ...................................................................... 42 11. Architecture ............................................................................................................ 43 • Public Art ....................................................................................................... 43 • Station Finishes............................................................................................. 46 12. Facilities ................................................................................................................. 50 • Line Section 1................................................................................................ 50 • Line Section 2................................................................................................ 54 • Line Section 3................................................................................................ 58 • Line Section 4................................................................................................ 62 • Line Section 5................................................................................................ 66 • 48th Street Bridge Replacement .................................................................... 71 • Town Lake Bridge ......................................................................................... 73 • Operations and Maintenance Center ............................................................ 75 • Park-and-Ride ............................................................................................... 78 • Track Material Procurement .......................................................................... 81 • Traffic Signal Procurement............................................................................ 83 • Underfloor Wheel Profiling Machine.............................................................. 85 13. Systems ................................................................................................................. 86 • Automated Fare Collection System............................................................... 86 • Light Rail Vehicle........................................................................................... 89 • Signals and Communications........................................................................ 93 • Traction Electrification System ...................................................................... 97 • Rail Activation/System Integration............................................................... 102 MAY 2007 FINAL PROGRESS REPORT 14. Appendix .............................................................................................................. 104 • Presentation Schedule ................................................................................ 104 • Acronyms .................................................................................................... 114 MAY 2007 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 (METRO), 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. During the month of May, the project surpassed 57 percent construction completion with over 128,000-feet of guideway completed. Line Sections 1 and 2 continued to progress utility and roadway widening construction in support of guideway construction. Line Section 3 has begun utility relocation on the north end of their project. Line Section 3 is also working on guideway construction along Washington and Jefferson east of downtown Phoenix. Line Section 4 reached a milestone in May with the paving and striping of the roadway from 44th Street to 56th Street. Line Section 4 also continues to build guidway west of 44th Street with an anticipated guideway construction complete date of mid-October. Line Section 5 has substantially completed work from 1st and Ash to Rural Road. Their efforts are now focused on Apache Boulevard/Main Street with roadway widening and guideway construction. During the month of May the Station Finishes contract made significant progress on Station structural steel installation. Of the 16 station platforms available to the contractor, structural steel has been placed at seven of these stations. Other station finishes works in progress this month include work at three transit centers; 19th and Montebello, 44th Street and Washington and Sycamore and Main Street. Systems work continued to progress outside the recently completed test track and yard. OCS poles have been placed further to the east heading toward Line Section 5. Signals and Communications have begun placing variable message boards, cameras, and communications cabinets at the station platforms. The Community Advisory Boards continue to be a success. To date the program has averaged and award rate of 93 percent across the five civil contracts, with Line Sections 1 and 5 continuing with 100 percent awards. Also to date, the Construction Signage/Banner Program has produced and handed out 985 signs and banners to assist businesses with exposure during construction. 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 3rd St. 5 17 15 10 LINE SECTION 3 4.29 MILES 51 LINE SECTION 2 2.99 MILES PHOENIX 7th St. 7th Ave. 4 12th St. Indian School Rd. 3 16th St. Campbell Ave. 27th Ave. 2 16 l na Ca 10 S r ive R alt Sky Harbor International Airport nd ra G 17 153 18 143 202 L EGEN D 19 Papago Park 20 Park-and-Ride Location Station Location 21 Te m p TEMPE 22 S TATI O N S 18. 44th Street / Washington 19. Priest Drive / Washington 20. Mill Avenue / Third Street 4. Central Avenue / Camelback 5. Campbell / Central Avenue 6. Indian School / Central Avenue 7. Osborn / Central Avenue 24. McClintock / Apache Boulevard 26 101 25 Rio Salado Pwy. 27 pe m Te MESA LINE SECTION 5 4.77 MILES 24 Curry Rd. Broadway Rd. Apache Blvd./ Main St. University Dr. l na Ca 202 12. Central Station / Central Avenue 25. Smith-Martin / Apache Boulevard Central Station / 1st Avenue 26. Price Freeway / Apache Boulevard 13. Washington / Central Avenue 27. Sycamore / Main Street Jefferson / 1st Avenue 14. 3rd Street / Washington 3rd Street / Jefferson 23. Dorsey / Apache Boulevard 22. University Drive / Rural 11. Roosevelt / Central Avenue 21. Fifth Street / College 9. Encanto / Central Avenue 10. McDowell / Central Avenue 8. Thomas / Central Avenue 3. 7th Avenue / Camelback 2. 19th Avenue / Camelback 15. 12th Street / Washington 12th Street / Jefferson 16. 24th Street / Washington 24th Street / Jefferson 17. 38th Street / Washington 1. Montebello / 19th Avenue 23 e To wn Lake TEMPE TOWN LAKE BRIDGE Maintenance & Storage Facility LINE SECTION 4 5.36 MILES 48th St. Camelback Rd. 32nd St. Sky Harbor People Mover System Priest Dr. 17 38th St. Light Rail Alignment Galv in P wy. Center Pkwy. 1 Mill Ave. Montebello Ave. College Ave. LINE SECTION 1 2.27 MILES Rural Rd. Bethany Home Rd. Dorsey Ln. LIGHT RAIL STARTER SEGMENT McClintock Dr. 40th St. 24th St. RAIL Smith-Martin Ln. Page 4 Price Fwy. ra Dobson Rd. e Sycamore nu e Av Alma School Rd. G nd METRO CONTRACT LOG - MAY 2007 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-04-028-SF 15 LRT-04-040-TLB 16 LRT-05-036-WPM 3. SYSTEM ELEMENTS 17 LRT-03-001 18 LRT-04-039-S&C 19 LRT-04-014-TES 20 LRT-06-053-FCS 21 LRT-06-071-LCM 22 LRT-07-076-MSFF 23 LRT-06-060-MMIS 4. PUBLIC ART 24 02-002-04 25 02-002-03 26 02-002-04 27 02-002-05 28 02-002-01 29 05-041-ART 30 02-002-07 31 02-002-08 32 02-002-09 33 02-002-10 34 02-002-11 35 02-002-12 36 02-002-13 37 02-002-14 38 02-002-15 39 02-002-16 40 02-002-17 41 02-002-18 42 02-002-19 43 02-002-20 44 02-002-21 45 02-002-23 46 02-002-24 47 02-002-25 48 02-002-26 49 02-002-27 50 02-002-28 51 02-002-29 52 02-002-30 53 02-002-31 54 02-002-32 6/4/2007 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 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 Undetermined 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 Apache Stations - Vertical Objects Artist Apache Stations - Paving Artist Longmore Station Artist 19th Avenue / Camelback Station Artist 7th Avenue / Camelback Station Artist 24th Street Station Artist Central / Encanto Station 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 Suikang Zhao Benson Shaw Brad Konick Josh Garber Nubia Owens Kevin Berry Jamex & Einar de la Torre Light Rail Vehicles (LRV) Page 5 1 of 2 METRO CONTRACT LOG - MAY 2007 ITEM CONTRACT NUMBER CONTRACT DESCRIPTION 5. MISC. CONSTRUCTION & SERVICES 55 LRT-05-046-ERS Environmental Remediation Service 56 LRT-04-031-PCS Power Consulting Services 57 LRT-06-052-MF Modular Furniture 58 LRT-06-065-TCS Telecom Carrier Services 59 LRT-06-057-WLI WAN/LAN and IPT Voice Sys Equipment 60 LRT-04-034-SPC Strategic Planning Consulting Services 61 LRT-05-045-DCS Document Control Services 62 LRT-05-037-ACS Audit Consulting Services 63 LRT-05-038-RMS Risk Management Services 64 LRT-06-069-SSC Safety & Security Certification Services 65 LRT-06-067-ITS Info Technology-Office Network Support 66 LRT-07-082-TCS Telecommunications Services for MSF 67 LRT-07-073-TS Transportation Services 68 LRT-07-086-MSFM Interim Maintenance Services for MSF 6. OWNER FURNISHED MATERIALS 69 LRT-04-009-MP1 Rail (MP1) 70 LRT-04-010-MP2 Concrete Crossties (MP2) 71 LRT-04-030-MP5 Ballasted Special Trackwork (MP5) 72 LRT-04-032-MP8 Girder Rail (MP8) 73 LRT-04-033-MP9 Girder Rail Special Trackwork (MP9) 74 LRT-04-015-MP3 Traffic Signal Hardware (MP3) 75 LRT-06-072-SE Shop Equipment for Maintenance Facility 76 LRT-07-078-MLE Spray Paint Booth Manlifts at MSF 7. FUTURE LIGHT RAIL EXTENSIONS 77 LRT-06-050-DCS Design Criteria & Standards 78 LRT-06-055-PSS Planning Support Services Planning, Conceptual Engineering & Environmental 79 LRT-07-077-PCES Studies for Future Light Rail Extensions Mesa-Tempe Planning, Conceptual Engineering & Environmental 80 LRT-07-077-PCES Studies for Future Light Rail Extensions I-10/Glendale 6/4/2007 Page 6 CONTRACTOR 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 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 2 of 2 MAY 2007 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 $37,208,436 of the available $81,642,771 planned contingency. Including Project Reserve, this leaves $54,153,700 of contingency funds available to the project. The project is 63.8 percent complete. Construction is 57.9 percent complete. Since the last reporting period, the contingency for facilities increased by $6,200,000. 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 No forecast change this period. PE/FEIS Engineering Activity is complete. Engineering The Board approved $4,400,000 to fund the scope of work for the fiscal year 2008 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 59.2 percent complete. Executed and pending change orders are expected to utilize $21,000,000 of the $41,400,000 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 MAY 2007 FINAL PROGRESS REPORT In this period, $8,800,000 was transferred from Project reserve to the contingencies for line sections 2, 3, 5 and the OMC. Systems Systems work is 43.7 percent complete. Remaining contingency will be required for unforeseen conditions and to accelerate the systems work. Construction Administration Services Budget and forecast for work through fiscal year 2008 are in sync. $10,500,000 to fund fiscal year 2008 staffing plan based scope of work. The Board approved Testing and Startup Forecast continues to show an underrun to the budget. 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 is currently $31,608,514. Adjustments this period included a transfer of $30,900,000 from Phoenix finance costs, $3,400,000 to line section 2, $2,200,000 to line section 3, $2,200,000 to line section 5 and $1,000,000 to OCM. Financing Costs The budget and forecast is $130,000,000 after $30,900,000 of Phoenix finance costs were transferred to the Project Reserve. 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 twelve change orders were initiated at a cost of $474,820 to the CNPA budget. The forecasts for ASU, City of Mesa and City of Tempe were unchanged. Phoenix Public Transit had one change order processed for $9,215. Public Transit’s forecast increased by $319,575 due to the change order and escalating right of way costs. In some cases, we’ve reduced the forecast for Project reserve to offset the real estate increases. But this was not possible for the Washington/Jefferson Street CNPA. Phoenix Streets Department forecast increased by $26,352 due to escalating right of way costs for the 6th Lane on Camelback. Phoenix Water Services had eleven change orders processed for a net cost of $465,605 and the forecast increased by $415,669. Page 8 2007_05 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 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 $38,485,229 $50,337,273 $80,813,307 $51,817,124 $69,601,826 $52,398,188 $15,104,339 $4,176,234 $5,507,014 $64,474,643 $980,107 $2,824,232 $21,759,752 $25,316,961 $22,478,825 $506,075,054 $14,980,638 $21,049,102 $49,536,290 $40,094,685 $48,803,576 $11,478,891 $0 $0 $4,062,942 $64,219,078 $784,086 $2,824,232 $21,759,752 $28,046,273 $0 $307,639,545 $38,535,228 $52,706,077 $81,159,255 $51,364,210 $69,632,830 $52,422,440 $20,907,699 $750,000 $6,929,136 $64,184,272 $980,107 $2,824,232 $21,759,752 $31,353,326 $22,326,806 $517,835,370 $1,306,200 $900,000 $8,060,100 $2,532,414 $380,100 $15,079,742 $0 $1,412,863 $29,671,419 $1,271,080 $751,492 $8,060,100 $2,291,497 $360,096 $14,726,085 $5,712,656 $666,194 $33,839,200 $1,251,101 $718,285 $6,833,096 $2,253,875 $0 $14,497,970 $2,823,209 $0 $28,377,536 $1,271,080 $751,492 $8,060,100 $2,291,497 $0 $14,726,085 $5,712,656 $647,194 $33,460,104 $0 $0 $0 $0 $360,096 $0 $0 $19,000 $379,096 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 $7,100,012 $57,739,633 $38,729,373 $4,292,294 $107,861,312 $0 $31,255,972 $16,076,364 $0 $47,332,336 $7,101,612 $57,699,791 $38,729,373 $4,330,536 $107,861,312 ($1,600) $39,842 $0 ($38,242) $0 Sub Total, Construction $571,804,009 $647,775,566 $383,349,417 $659,156,786 ($11,381,220) 4K 4N Vehicle Contract LRT Vehicle Contract Contingency LRT Vehicles $115,501,823 $5,775,001 $121,276,824 $116,875,456 $2,547,109 $119,422,565 $45,799,763 $0 $45,799,763 $116,875,456 $2,547,109 $119,422,565 22 23 20 ROW Acquisition ROW Contingency ROW $116,214,150 $20,081,000 $136,295,150 $116,786,065 $19,509,087 $136,295,152 $127,585,209 $0 $127,585,209 $134,000,000 $0 $134,000,000 Page 9 ($49,999) ($2,368,804) ($345,948) $452,914 ($31,004) ($24,252) ($5,803,360) $3,426,234 ($1,422,122) $290,371 $0 $0 $0 ($6,036,365) $152,019 ($11,760,316) $0 $0 $0 ($17,213,935) $19,509,087 $2,295,152 2007_05 Valley Metro Rail Program Control CP/EV LRT Project Project Budget Status Federal 5309 Project Description Element FFGA Attachment 3 Board Revised Budget Current Actual $ (To Date) Forecast Variance 30 PE/FEIS Engineering $25,054,938 $25,054,938 $25,054,938 $25,054,938 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 $76,346,254 $6,255,358 $1,321,163 $17,680,180 $0 $0 $101,602,955 $75,990,220 $5,857,389 $1,386,172 $16,636,749 $0 $0 $99,870,530 $76,678,480 $6,255,358 $1,386,172 $23,442,984 $0 $0 $107,762,994 60 61 Construction Administration Services CAC Contingency Construction Administration Services $37,759,127 $15,244,622 $53,003,749 $41,778,693 $0 $41,778,693 $35,595,570 $0 $35,595,570 $54,504,334 $0 $54,504,334 ($332,226) $0 ($65,009) ($5,762,804) $0 $0 ($6,160,039) $0 ($12,725,641) $0 ($12,725,641) 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 $44,228,316 $3,087,589 $2,500,000 $696,712 $414,632 $930,000 $7,000,000 $5,388,523 $68,609,298 $4,363,526 $28,507,873 $963,721 $1,455,713 $586,456 $0 $510,365 $5,352,460 $0 $41,740,114 $4,363,526 $43,894,975 $1,779,589 $2,500,000 $696,712 $414,632 $1,269,053 $7,000,000 $4,608,212 $66,526,699 $0 $333,341 $1,308,000 $0 $0 $0 ($339,053) $0 $780,311 $2,082,599 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 $1,016,571 $549,061 $32,736,326 $1,337,322 $5,081,527 $53,553,279 $12,832,472 $793,865 $234,041 $27,540,906 $561,908 $2,539,229 $44,502,421 $12,832,472 $981,934 $501,189 $33,748,721 $1,273,192 $4,215,771 $53,553,279 $0 $34,637 $47,872 ($1,012,395) $64,130 $865,756 $0 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 $3,158,439 $5,730,284 $5,281,970 $5,146,515 $263,164 $19,580,372 $3,158,439 $5,870,680 $5,462,320 $6,797,000 $897,000 $22,185,439 $0 ($422,680) $422,680 $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 $3,187,783 $0 $3,187,783 $6,083,177 $199,956 $6,283,133 $0 $0 $0 70 Start-Up and Testing $31,000,000 $30,000,000 $4,272,375 $26,000,000 $4,000,000 80 85 Unallocated Design Contingency Project Reserve $7,575,241 $69,829,000 $0 $31,608,514 $0 $0 $0 $9,719,365 $0 $21,889,149 $1,253,258,000 $1,284,169,532 $830,538,492 $1,284,169,532 $0 $158,867,346 $127,955,814 $5,717,401 $127,955,814 $0 $1,412,125,346 $1,412,125,346 $836,255,893 $1,412,125,346 $0 SUBTOTAL 90 Financing Costs TOTAL CP/EV PROJECT Page 10 $0 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 CP/EV LRT Contingency Drawdown Change Order Contingency Unallocated Design Contingency Project Reserve $0.0 Aug-04 Nov-04 Feb-05 May-05 Aug-05 Nov-05 Feb-06 May-06 Aug-06 Nov-06 Feb-07 May-07 $30.0 $60.0 $90.0 $120.0 $150.0 $180.0 $ Million 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 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 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 $86,434,892 $38,529,546 $9,718,406 $5,628,177 $14,944,373 $5,927,940 $155,767 $739,855 $979,408 $0 $435,620 $3,954,900 $2,821,531 $22,997 $783,003 $216,000 $61,269 $50,100 $12,634,973 $9,883,190 $509,602 $264,342 $1,485,876 $430,896 $61,067 $31,315,473 $984,756 $108,770 $6,344,742 $6,968,745 $4,649,580 $912,714 $2,297,669 $89,285 $193,065 $90,750 $476,896 $3,845,895 $4,352,606 Revised Budget/Estimate $50,916,782 $22,808,752 $3,025,870 $2,876,583 $10,983,363 $5,390,167 $155,767 $100,975 $190,407 $0 $85,620 $2,509,742 $1,665,833 $19,440 $606,608 $115,997 $47,020 $54,844 $8,370,631 $7,822,494 $398,594 $17,104 $90,509 $10,832 $31,098 $17,227,657 $632,828 $5,200 $5,367,444 $2,737,905 $4,398,289 $570,733 $269,000 $62,262 $0 $69,943 $76,492 $2,885,748 $151,813 Current Actual $ (To Date) $83,796,717 $39,202,283 $9,691,601 $5,869,103 $14,999,697 $6,672,613 $155,767 $739,855 $608,835 $29,192 $435,620 $3,952,935 $2,821,531 $22,997 $781,038 $216,000 $61,269 $50,100 $11,722,273 $8,954,921 $509,602 $264,342 $1,482,845 $430,896 $79,667 $28,919,226 $1,013,138 $99,083 $7,035,332 $5,594,282 $4,872,992 $941,519 $401,289 $89,285 $193,065 $113,153 $650,593 $3,562,889 $4,352,606 Forecast $2,638,175 ($672,737) $26,805 ($240,926) ($55,324) ($744,673) $0 $0 $370,573 ($29,192) $0 $1,965 $0 $0 $1,965 $0 $0 $0 $912,700 $928,269 $0 $0 $3,031 $0 ($18,600) $2,396,247 ($28,382) $9,687 ($690,590) $1,374,463 ($223,412) ($28,805) $1,896,380 ($0) $0 ($22,403) ($173,697) $283,006 $0 Variance 2007_05 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 E7 F2 F9 H3 J4 J9 K1 K2 K4 N4 XX Element $5,532,721 $847,325 $18,542 $5,000 $6,403,588 Main Sycamore Transit Center Fiber Optic Backbone LS-4 (Mesa portion) Mesa Market Analysis Mesa Miscellaneous Force Account Work LS5 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 $103,012,860 $158,308 $76,309 $81,999 $1,045,908 $86,463 $0 $959,445 $8,973,986 Sub Total Tempe ASU Logo Additions ASU Steam Line Fiber Optic ASU $500,000 $244,080 $54,639 $32,499 $114,338 $110,701 $94,081 $345,014 $0 $624,874 $0 $75,345 $610,983 $427,239 $158,638 $509,186 $7,645 $11,076 $4,989,270 $44,378 $20,000 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 COT CNPA - Additional Conduits for Missions Palms McClintock / Apache Storm Drain Rubber Asphalt - Tempe 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 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 $103,226,556 $89,130 $74,344 $14,786 $1,256,158 $59,039 $8,189 $1,188,930 $6,380,179 $5,519,839 $836,798 $18,542 $5,000 $9,066,197 $752,738 $235,400 $37,999 $32,499 $122,000 $116,990 $94,081 $345,014 $7,990 $624,874 $8,243 $72,419 $523,603 $421,934 $158,638 $509,186 $7,645 $11,076 $4,919,490 $44,378 $20,000 Revised Budget/Estimate $56,840,878 $57,870 $57,870 $0 $357,836 $0 $8,189 $349,647 $3,046,538 $2,976,924 $52,986 $13,890 $2,738 $2,461,852 $658,992 $0 $35,287 $24,271 $55,976 $110,781 $67,264 $221,597 $7,990 $18,258 $8,243 $57,041 $15,221 $103,963 $110,538 $0 $6,689 $7,315 $898,141 $43,577 $10,708 Current Actual $ (To Date) $100,750,330 $158,307 $76,309 $81,998 $1,287,769 $81,280 $8,189 $1,198,300 $6,524,002 $5,653,132 $847,328 $18,542 $5,000 $8,983,535 $752,738 $117,831 $54,534 $30,747 $122,000 $117,070 $94,081 $345,014 $7,990 $624,874 $8,243 $72,419 $523,603 $441,978 $158,638 $509,186 $7,645 $11,076 $4,919,490 $44,378 $20,000 Forecast $2,476,226 ($69,177) ($1,965) ($67,212) ($31,611) ($22,241) $0 ($9,370) ($143,823) ($133,293) ($10,530) $0 $0 $82,662 $0 $117,569 ($16,535) $1,752 $0 ($80) $0 $0 $0 $0 $0 $0 $0 ($20,044) $0 $0 $0 $0 $0 $0 $0 Variance 2007_05 MAY 2007 FINAL PROGRESS REPORT 3. Schedule Overview The current status of the Master Schedule is based on a data date of June 1, 2007. The current forecast continues to be an on-time Program completion date of Saturday, December 27, 2008. Line Section Contracts 2 and 5 continue to work through utility relocation issues. To date, the Program has been successful in mitigating the delays with a minimum of acceleration to the Civil Contracts. Partnering and detailed scheduling meetings with all of the Major Contract Project Managers and the Resident Engineers have continued to facilitate a phased startup plan and to integrate access milestones. Steel Erection is complete on 6 of the 27 Stations Over 128,000 linear feet (24.3 miles) of track has been placed in Line Sections 1, 2, 3, 4, 5 and OMC. Over 780 of the 1400 OCS Foundations have been placed and pole setting by the TES Contractor is ongoing. OCS Poles and OCS Wire are being installed for wire runs 39 and 40, roughly from 56th Street to Center Parkway. Signals and Communications work in the stations is starting in Early June. Light Rail Vehicles are now on-site and being assembled at the OMC. Bid Quantity LF Miles Track Installation Installed LF Miles Remaining LF Miles 19,261 23,454 30,752 44,629 56,054 50,818 3.65 4.44 5.82 8.45 10.62 9.62 19,261 6,400 5,950 29,530 45,370 21,550 3.65 1.21 1.13 5.59 8.59 4.08 0 17,054 24,802 15,099 10,684 29,268 0.00 3.23 4.70 2.86 2.02 5.54 100.0% 27.3% 19.3% 66.2% 80.9% 42.4% 0 1,800 970 2,510 9,366 3,930 224,968 42.61 128,061 24.25 96,907 18.35 56.9% 18,576 Line Section M&SF Line Section 1 Line Section 2 Line Section 3 Line Section 4 Line Section 5 Total % Placed Complete MAY 07 Major Milestones Civil: Line Section 1 Completion: April, 2008 Line Section 2 Completion: March, 2008 Line Section 3 Completion: March, 2008 Line Section 4 Completion: December, 2007 Line Section 5 Completion: March, 2008 Page 15 MAY 2007 FINAL PROGRESS REPORT Station Finishes: October, 2008 Park and Ride October, 2008 Systems: Signals and Communications: October, 2008 Fare Collection: November, 2008 Traction Electrification: August, 2008 Startup: Start Integrated Testing Area 1 (majority of LS-4 and part of LS-5): March, 2008 Start Integrated Testing Area 2 (LS-3 and Balance of LS-4 and 5): June, 2008 Start Integrated Testing Area 3 (All of LS-2 and LS-1): July, 2008 Critical Path(s): The Program critical Paths run through Utility relocations in the Line Sections to the completion of the Station Foundations in the Line Sections, through the Completion of the stations to a point that the Signals and Communications Contractor can install the signals equipment and wiring, through the completion of the track-way in the Line Sections, thru the installation of the Overhead Contact System (OCS) to the Phased Integrated Testing, to the Completion of the Safety Certification, to Pre-Revenue Operations to the Revenue Service date of late December, 2008. Page 16 Page 17 25 15AUG07 25 50 SC_1003 SC_1002 100 110 110 TES_3000 TES_5016 TES_5014 01AUG04 26DEC08 01JUN07 31MAY07 08:10 110 01DEC07 110 16NOV07 100 15NOV07 117 19OCT07 0 © Primavera Systems, Inc. Start Date Finish Date Data Date Run Date 117 0 184* 184* 12OCT07 TES_5012 LS5_8 TES_3004 329 27JUN07 329 SC_2001 50 15AUG07 62 27JUN07 62 SC_2002 19MAR08 04MAR08 22FEB08 12FEB08 18OCT07* 12APR08 03OCT07 08SEP07 20MAY08 27AUG07 12NOV07 165* 165* 01JUN07* TES_4004 30MAR07A 337* 306* 01MAY07A 01APR08 0 79* 14MAR07A 18AUG07 SF_HAM05 0 158* SF_HAM03 LS5_4 112 TES_4006 30APR08 24APR08 21JAN07A 05APR07A 15NOV06A Finish 5 01MAR07A 05JUN07 455* 335* 01FEB07A SF_HAM01 0 0 01JAN07A 0 Start 449* 329* 01FEB07A 0 60 0 Orig Rem% Dur Dur SF_HAM02 LS4_5 TES_4010 LS4_4 Activity ID J F M Critical Activity 7006 2006 J J Progress Bar Early Bar A M A S J F M A M 2007 J J A S LS-4 Milestone 1 48th St to 56th St D O N D J F M LS-4 Milestone 2 44th St to 48th St Valley Metro Rail Revised Master S O SF, Line Section 5 N J F 2009 M A M S&C, LS-2 Pierson X-ovr Bldg #1 J U Critical Path TES - LS-5 OCS Const 101 to Dobson TES - LS-5 OCS Const Dobson to EOL TES - LS-3 OCS Construction 16th to 26th St TES - LS-5 OCS Const McClintock to 101 E of McClintock to 1981+40 E of 101 Track/OCS Unrestricted Trackway Access LS-5 - Milestone C2 TES/S&C Access TES - LS-3 OCS Construction 3rd to Roosevelt S&C at LS-1 -19th Ave/Camelback Area Const S&C at LS-1 - 7th Ave/Camelback Area Const S&C, LS-2 Earl X-ovr Sheet 1 of 2 D TES - LS-4 OCS Construction 25th to 44th St TLB to 1867+00 Trackwork, OCS Fndn's LS-5 - MS A2 TES/S&C Access (Startup Area 1) SF, Line Section 3 A SF, Line Section 1 TES - LS-4 OCS Construction Wash/Central Access for TES/S&C - Trackway Complete 2008 J J SF, Line Section 2 A M TES - LS-4 OCS Construction Test Track Access for TES/S&C-Trackway Complete N Central Phoenix/East Valley LRT O Page 18 Start 0 PREREVC_2 0 SFTYCERT_2 31 0 INTTESTC_C PREREV_2 41 SCHCONT_2 30 INTTESTC_2 60 0 TURNOVER_4 INTTESTD_2 0 TESM10C_2 0 45 INTTESTB_2 TURNOVER_5 0 TURNOVER_3 0 0 0 TESM10B_2 TES_999 0 60 INTTESTA_2 0 27DEC08 31 26NOV08 0 0 41 15OCT08 60 16AUG08 0 0 30 02AUG08 0 0 45 16MAY08 60 16MAR08 75 23FEB08 75 TES_1010 0 0 150 26JAN08 150 TES_2020 TESM10A_2 75 11JAN08 75 TES_1090 37 05JAN08 37 116* 116* 19DEC07 Orig Rem% Dur Dur SC_3004 TES_3002 Activity ID A M 2006 J J A S O N D F M 2007 J J A S O N D M 2008 J J A 26DEC08 25NOV08* 24NOV08 24NOV08 14OCT08 15AUG08 S O N D J F 2009 M A M TES - LS-3 OCS Construction 7th to 16th St A M TES - LS-1 - OCS Construction S&C, LS-2 Central/Indian School Sta Const F J U Turnover Area 3 to VMR Operations Integ.Tests Area 2 -Track, Clearance, TES Turnover Area 2 to VMR Operations TES New Milestone 10B - Compl TES Work Area 2 Integ.Tests Area 1 -Track, Clearance, TES Central/Camelback to 19th Ave TES - LS-1 - OCS Construction TES New Milestone 10A - Compl TES Work Area 1 TES - LS-2 -OCS Construction N of Bethany Home to 19th J TES New Milestone 10C - Compl TES Work Area 3 A M Sheet 2 of 2 J Revenue Service Date (ROD) Pre-Revenue Operation Complete Safety Certification Process Complete Integrated Testing Allowance for Re-Testing Integ.Tests Entire Line - Dynamic Signal & Comm T/O OCC/Comm. Entire Line to VMR Operations TES Milestone 10 - Complete TES Work M 08AUG08 F Integ.Tests Area 3 -Track, Clearance, TES J 31AUG08 01AUG08 27JUN08* 29JUN08 15MAY08* 12APR08 14MAY08* 07MAY08 22FEB08* 23JUN08 25MAR08 10FEB08 12APR08 Finish Page 19 Issue Date 06/05/07 06/05/07 TBD TBD TBD TBD 01/26/07 11/20/06 06/06/07 TBD TBD 05/07/07 TBD 04/18/07 TBD TBD TBD TBD N/A 10/31/06 05/14/07 TBD TBD N/A TBD Bid Opening 05/02/07 Pre-Bid Conf PART I – CP/EV LRT PROJECTS Park and Rides 04/23/07 LRT Systems and Facilities 04/02/07 Maintenance - RFP Power Consulting Services TBD Marketing & Public Relations 06/25/07 Consultant Broker Services TBD Event Planning Consultant – TBD System Opening PART II – LONG RANGE DEVELOPMENT PROJECTS Policy & Advisory Legal Services 12/18/06 Northwest LRT Extension 10/16/06 Engineering Services Construction Manager at Risk for 04/30/07 Northwest Extension Light Rail Transit Project Artist for Northwest Extension TBD Light Rail Transit Project Architectural/Engineering TBD On-Call Consultant Services Future Extension Projects Public Involvement On-Call 04/23/07 Support Services – Future Extension Projects Non-Engineering On-Call TBD Consultant Services – Future Extension Projects Title TBD 07/03/07 TBD TBD 09/19/07 07/03/07 04/10/07 TBD TBD TBD TBD 10/17/07 07/18/07 Board Award Procurement Bid Status Report as of 5/31/07 TBD 07/03/07 TBD TBD 10/02/07 07/16/07 05/26/07 TBD TBD TBD TBD 12/01/07 08/13/07 NTP (Anticipated) MAY 2007 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 METRO 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 Systems: • Attended weekly Resident Engineer meetings. • Attended various Line Section weekly re-sequencing and coordination meetings. • Participated in pre-bid meeting for Park and Ride contracts. • Conducted Surveillance Report of Line Section 1 Contractor Work Plans. • Conducted audit for Traction Electrification System, Resident Engineer’s (RE) compliance with selected sections of the RE Manual. Audit closed. • Accompanied the Construction Administration Consultant’s Quality Assurance and Quality Control managers during audits of Line Section 4 and Station Finishes contracts. Light Rail Vehicle: • • Audits o Engineering Change Notice books for the light rail vehicles. o Buy America audit report. Inspections o Car wash building and equipment. o High-pot, continuity and megger testing on the center truck. o Dimensional, continuity, and megger testing, and visual inspection of power trucks. Page 20 MAY 2007 FINAL PROGRESS REPORT o Witness Elin inspection and spin testing of traction motors. o Vehicle interface with sanding platform and pumps. o Car 109, body assembly. o Car 101, low and high speed testing. Construction Administration Consultant Activities Quality Manuals Reviewed: • A revised Automated Fare Collection Quality Manual was received and is currently in the review process. Quality Assurance Audits/Surveillances: • Attended weekly Resident Engineer meetings. • Attended various Line Section weekly coordination meetings. • Performed an audit on Line Section 4 and Station Finishes CAC Resident Engineers • Nonconformance Report Log (NCR), 43 open items • o Five items were closed in May. o Six items are projected to be closed in June. o 37 outstanding NCR’s in process. Quality Action Request Log (QAR), 32 open items o Zero items were closed in May. o Three items are projected to be closed in June. o 29 outstanding NCR’s in process. Cost and Schedule – Variance Analysis • Quality Assurance activities remain within budget and on schedule. Issues and Solutions • Mass Electric Corp. provided a third response to Quality Action Request (QAR) S2006001, dated May 18, 2007, outlining the steps that they have implemented to correct the issues associated with this QAR, i.e. lack of inspection and surveillance reports, lack of inspection, and failure to implement an internal and external audit program. Their latest response is being evaluated. Page 21 MAY 2007 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 • Monica Hernandez, Line Section 3 Community Outreach, wrapped-up the Turn-around Track outreach process in conjunction with the Environmental Assessment requirement. Ms. Hernandez and METRO staff met with stakeholders adjacent to the proposed turnaround track to solicit input on METRO’s proposal. Approximately ten Stakeholders submitted feedback that will be incorporated into the Final submittal to the Federal Transit Administration. • Line Section 3 will also be hosting an opportunity to interact with the METRO station artist, Victor Mario Zaballa, to view progress of the art planned for the 12th Street/Washington and 12th Street/Jefferson light rail stations on Thursday, June 7, 2007. Page 22 MAY 2007 FINAL PROGRESS REPORT Business Assistance • Order and delivery of Courtesy Signage Program continues in all Line Sections. Through May, 620 signs and 365 banners (985 totals) have been issued for businesses in all 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 (LS1) 62 65 127 Line Section Two (LS2) 90 55 145 Line Section Three (LS3) 232 75 307 Line Section Four (LS4) 41 35 76 Line Section Five (LS5) 195 135 330 Totals 620 365 985 METRO Business Outreach Program The following is a break down of Phoenix business outreach statistics as of June 1, 2007: • METRO Max Program Participants – 275 businesses • Construction Signage Program – 985 ( 620 signs and 365 banners) • City of Tempe Asset Assistance Program – 1 • City of Mesa/U.S. Bank Asset Assistance Program – Outreach continues • Management Technical Assistance (MTA) Program – 300 businesses • ASU Market Needs Assessment – 112 businesses (101 Complete / 11 In-Progress) Page 23 MAY 2007 FINAL PROGRESS REPORT • SELF Seminars / Micro Loan Assistance – 22 Businesses • SBDC One-on-One Consultation - 17 Businesses • Prestamos – Chicanos Por La Causa – 3 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. LS1 o METRO’s Community Advisory Board (CAB) for Line Section 1 held their monthly meeting on Tuesday, May 8th at AmeriSchools Academy. Richard J. Simonetta, METRO Chief Executive Officer, provided a status update on the METRO system. He noted the overall project is 62 percent complete and updated the members on the vehicles, Operations and Maintenance Center, and construction progress in the five line sections. Mr. Simonetta explained the test track area, why testing is conducted, the safety campaign for the test track, and shared a picture of the vehicle being tested. During the contractor’s presentation, Kiewit showed progress photos and provided an update on the schedule. Kiewit received an overall rating of 100 percent, for their effort going “above and beyond” the contract specifications. The next LS1 CAB meeting is scheduled for Tuesday, June 12, 2007. LS2 • LS2 held their monthly meeting Tuesday, May15th, at Brophy College Preparatory. A stakeholder made an inquiry about traffic set-up for upcoming construction of the guideway across Central Avenue from the Camelback station. Mr. Marty Spong, METRO Resident Engineer, explained plans were being finalized, but noted traffic and access would be maintained for businesses on the west side of the road from Camelback to Highland. City of Phoenix Councilman Tom Simplot, District 4 spoke to the CAB and thanked them for their service. Councilman Simplot noted CAB Members responsibilities and challenged CAB Members to ensure accountability for impacts during construction. Mr. Al Landis, Herzog Chief Operating Officer, emphasized Herzog’s primary responsibility in constructing Line Section 2. Mr. Pat Gray updated the members on progress in the past month and the upcoming schedule. Herzog received an overall rating of 90 percent, for their effort going “above and beyond” the contract specifications. The Page 24 MAY 2007 FINAL PROGRESS REPORT next LS2 CAB meeting is scheduled for Tuesday, June 19, 2007 at Brophy College Preparatory. LS3 • LS3 conducted their monthly meeting on Tuesday, May 8, 2007 at the METRO Operations and Maintenance Center. Members of the general public addressed the CAB on the condition of barricades following the storms from the last few weeks, and Archer Western Contractors (AWC) efforts to replace the barricades. Handicapped access issues along Washington Street were also discussed. Brian Buchanan, METRO’s Director of Design and Construction, presented to the members details on station design and construction. AWC delivered the contractor presentation, highlighting the progress and successes they have achieved during the past month and displayed examples of AWC going “above and beyond” contract specifications. AWC received an overall rating of 80 percent, for their effort going “above and beyond” contract specifications. The next LS3 CAB meeting is scheduled for Tuesday, June 12, 2007 at the METRO offices. LS4 • LS4 held their monthly CAB Meeting on Wednesday May 9, 2007, at the METRO Operations and Maintenance Center. Richard J. Simonetta, METRO Chief Executive Officer, presented the LS4 Community Advisory Board (CAB) a system update which included an overall project construction update, construction progress on individual line sections, vehicle testing activities, and information regarding planning for future extensions. The presentation was followed by a thorough question and answer session. A contractor presentation provided a visual and detailed review of the rubberized asphalt paving. Erik Yingling, Sundt/Stacy and Witbeck (SSWJV) LS4 Project Manager, apprised the meeting attendees of similar paving activities in Tempe. Mr. Yingling also provided information on roadway widening and guideway construction activities. SSWJV received an overall rating of 100 percent for the month of May. The next LS4 CAB Meeting is scheduled for Wednesday, June 13, 2007 at the METRO Operations and Maintenance Center. LS5 • LS5 conducted it’s CAB meeting on Thursday, May 10, 2007 at the Escalante Center. Richard J. Simonetta, METRO Chief Executive Officer, presented the LS4 Community Advisory Board (CAB) a system update which included an overall project construction update, construction progress on individual line sections, vehicle testing activities, and information regarding planning for future extensions; followed by a thorough question and answer session. SSWJV staff communicated information and fielded questions on rail pulls during the previous month. SSWJV staff also apprised the board of upcoming construction activities including SSWJV’s recent approach to technical work to be completed, accelerated guideway and track installation at Terrace Road and Apache Boulevard intersection, and roadway widening on Apache, and various utility work in Mesa. Sundt/Stacy and Witbeck received an overall rating of 100 percent. The next LS5 meeting is scheduled for Thursday, June 14, 2007 at the Escalante Community Center. Page 25 MAY 2007 FINAL PROGRESS REPORT Cost Status • Scheduled CAB Disbursement remains the same as the previous month: 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 April is at $ 1,524,989 Line Section Total Amount Available Available for Award to Date Total Award to Date % Award to Date LS1 $241,181.00 $120,591 $120,591 100% LS2 $317,680.00 $190,608 $177,901 93% LS3 $865,916.00 $606,141 $484,913 80% LS4 $567,361.00 $453,889 $436,858 96% LS5 $507,862.00 $304,717 $304,717 100% Schedule Status • Public Involvement activities remain on schedule. Issues and Solutions • Issue: May 23rd meeting with individual Business’ in Line Sections 1, 2 and 3 voicing concern with METRO’s Business Outreach Programs and ineffectiveness to provide mitigation during construction. Solution: METRO will work closely with City of Phoenix staff to follow-up on issues communicated by business attendees. METRO Board Chair, City of Phoenix Councilman Tom Simplot, suggested this group work together to speak as one voice to the METRO board and Phoenix Council to work on potential solutions. Page 26 MAY 2007 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 14.85 percent, participation including change order work is at 14.98 percent and DBE’s have been paid 13.51 percent of construction dollars to date. Procurement Activities • The Systems and Facilities Maintenance procurement is scheduled for release in late March, 2007. The DBE participation goal is 6.8 percent. The Proposal opening dated is June 5, 2007. There will be no further DBE program activity related to this procurement until the contract price has been negotiated and DBE documents have been submitted for review. • The Park-N-Ride bid deadline is June 5, 2007. A procurement-specific networking session was hosted by METRO on May 10, 2007 to assist DBEs in meeting with potential primes. Approximately fifty people were in attendance to meet with the six general contractors who had expressed interest in bidding. 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 (LS1) - Kiewit Western Contractors o 12.10 percent Minimum DBE Participation Page 27 MAY 2007 FINAL PROGRESS REPORT • • • • • o 13.77 percent Committed at Bid o 13.64 percent Current DBE Participation (based on adjusted contract amounts) o $7,645,822 Total DBE Subcontracted Amount Line Section 2 - Herzog o 12.10 percent Minimum DBE Participation o 15.69 percent Committed at Bid o 20.20 percent Current DBE Participation (based on adjusted contract amounts) o $11,484,648 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 14.91 percent Current DBE Participation (Based on adjusted contract amounts) o $14,854,404 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 12.08 percent Current DBE Participation (based on adjusted contract amounts) o $7,294,677 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 19.94 percent Current DBE Participation (based on adjusted contract amounts) o $14,323,014 Total DBE Subcontracted Amount Station Finishes - Archer Western Contractors o 12.20 percent Minimum DBE Participation o 12.98 percent Committed at Bid o 14.41 percent Current DBE Participation (based on adjusted contract amounts) o $9,055,998 Total DBE Subcontracted Amount Page 28 MAY 2007 FINAL PROGRESS REPORT • • • • • • Operations and Maintenance Center - Sundt/Stacy and Witbeck o 7.34 percent Minimum DBE Participation o 7.54 percent Committed at Bid o 8.21 percent Current DBE Participation (based on adjusted contract amounts) o $4,73,643 Total DBE Subcontracted Amount Traction Electrification - Mass Electric o 10.00 percent Minimum DBE Participation o 10.20 percent Committed at Bid o 10.57 percent Current DBE Participation (based on adjusted contract amounts) o $6,045,566 Total DBE Subcontracted Amount Signals and Communications - Mass Electric o 11.00 percent Minimum DBE Participation o 11.67 percent Committed at Bid o 11.24 percent Current DBE Participation (based on adjusted contract amounts) o $4,512,729 Total DBE Subcontracted Amount Tempe Town Lake Bridge - PCL Civil Constructors o 12.00 percent Minimum DBE Participation o 14.49 percent Committed at Bid o 20.80 percent Current DBE Participation (based on adjusted contract amounts) o $4,559.765.58 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 (based on adjusted contract amounts) o $12,390,770 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 Page 29 MAY 2007 FINAL PROGRESS REPORT • • • o 4.25 percent Current DBE Participation (based on adjusted contract amounts) o $1,704,758 Total DBE Subcontracted Amount 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 (based on 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 (based on 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 (based on adjusted contract amounts) o $1,770,322.77 Total DBE Subcontracted Amount Outreach Activities • The DBE Outreach Advisory Committee met May 15, 2007. Given the current reduced level of contracting opportunities, the Advisory Committee will start meeting on a quarterly basis effective June 2007. • METRO is revisiting the schedule and focus of outreach activities. Activities will be scheduled to coincide with large procurement opportunities. 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 30 MAY 2007 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 $623,791,449.48 Proposed DBE Participation to Date (14.85%) $92,606,956.20 Current Participation $657,472,627.85 Current Contract Total Current DBE Participation (14.98%) $98,477,371.35 Achieved to Date $416,506,501.30 Construction Contracts Paid to Date DBE Paid to Date (13.51%) $56,266,722.42 Page 31 MAY 2007 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 • Conducted Track Access Training for 361 METRO, consultant, contractor, utility company, and City of Phoenix personnel. • Participated in the low speed testing of car 101 under its own power in the Operations and Maintenance Center yard and on the test track, and the high speed testing on the test track. • Revised the System Safety Program Plan to conform to the ADOT System Safety Program Standard, Revision 1. • Prepared a draft of Test Operation Rules for LRV testing. • Completed the Off-Duty Officer Work Agreement with the Tempe Police Department for officers to work the traffic control detail at Washington and 56th St. during LRV testing. • Completed the City of Phoenix After Hours Noise Permit for LRV testing. • Completed the METRO Briefing for Emergency Services Personnel training program to be distributed to all police and fire departments in the METRO service area. • 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 working with the safety and security certification support consultant to develop checklists and monitor implementation of the program. • Continued review and comment process for METRO Standard Operating Procedures. • There was no Fire/Life Safety and Security Committee meeting (every other month schedule). • There was no Safety and Security Certification Review Committee meeting. Cost and Schedule – Variance Analysis • Safety and Security activities remain within budget and on schedule. Issues and Solutions • None. Page 32 MAY 2007 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 • Provided archaeological monitoring in LS 2, 3, 4 and 5 for all ground disturbance activities. Ground disturbing construction has been completed in La Plaza and Pueblo Grande. Therefore monitoring is complete. • No significant resources were discovered this month. • ACS has been providing 2 field archaeologists and one half-time supervisor. • ACS completed inventory of recovered resources and prepared draft work plan for data analysis and report preparation. Contaminated and Hazardous Materials • Removed discovered underground tank and associated soils from Camelback Road just west of 7th Avenue; • Provided containers for disposal of ACP line section 4. Regulator Compliance • Conducted field observation for contractor compliance with SWPPP. No substantial problems were identified. Cost and Schedule – Variance Analysis Archaeology (Includes invoicing to CAC and METRO) Original Contract Value (CAC) $1,500,064 Approved Change Orders (CAC) $2,137,936 METRO Contract Monitoring FY 07 $325,000 Contract Value to date (CAC + METRO) $3,963,000 Page 33 MAY 2007 FINAL PROGRESS REPORT Invoiced through February 28, 2007 to CAC ($3,634.795) Invoice to METRO March 1 – April 30, 2007 ($187,243) Estimated cost May ’07 through June ’07 $137,757 Estimated cost for construction monitoring FY’08 $175,000 Contingency for data recovery through end of construction $100,000 Total estimated costs for field archaeology $4,243,795 Hazardous Materials Assessment (CAC) (To be updated upon receipt of invoices) Original Contract Value $499,488 Contract Value to date $499,488 Invoiced as of April 30, 2006 ($422,076) Task orders open ($31,331) Expended or Committed $453,407 Estimated Cost to Complete 45,000 Estimated total Cost $498,407 Remediation and Treatment Fund (METRO) Budget $1,004,000 Expended or Committed ($188,680) Data Recovery Report ($84,956) ERI ($103,724) Transferred to Archaeology Monitoring-Data Recovery $650,000 Funds Available $165,320 Issues and Solutions • None. Page 34 MAY 2007 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 777 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. Real Estate staff members 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 95 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. One-hundred, forty-nine (149) parcels are under City control and a total of 132 parcels are available for construction. Line Section 1 contains 150 parcels. • In Line Section 2, all 29 relocations have been completed. A total of 89 parcels are under city control and 83 parcels are available for construction. Line Section 2 contains 92 parcels. • In Line Section 3, all 36 relocations have been completed. All parcels are under City control and 247 parcels are available for construction. Line Section 3 contains 259 parcels. • In Line Section 4, all 28 relocations have been completed. All parcels are under City control and are available for construction. Line Section 4 contains 109 parcels. • In Line Section 5, all 40 relocations have been completed. All parcels are under City control and all but one parcel is available for construction. Line Section 5 contains 168 parcels. • In Line Sections 1, 2, 3 and 4; eighteen building cut and re-faces were identified; seventeen have been completed and one is currently underway. 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, five of these citations have been resolved and accepted by the FTA. As of May 1, 2007, the remaining four issues have been fully addressed and are being reviewed and certified by METRO prior to FTA review and approval. Page 35 MAY 2007 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 $ 19,509,087 $ 1,753,931 $ 21,263,018 Total $135,723,237 $23,975,136 $159,698,373 Spent To Date $127,063,747 $22,310,611 $149,374,358 Balance Available $ 8,659,490 $ 1,664,525 $ 10,324,015 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 eliminated. The energy of the project team is focused where it is needed most. In Line Sections 1, 2 and 3, a few parcels remain unavailable for construction. Efforts are focused to acquire and/or clear these parcels. Page 36 MAY 2007 FINAL PROGRESS REPORT CENTRAL PHOENIX / EAST VALLEY LIGHT RAIL TRANSIT PROJECT REAL ESTATE ACQUISITION SUMMARY May 31, 2007 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 110 92 250 106 1 109 46 714 Total Affected Parcels 150 92 259 108 1 121 46 777 Projected Relocations 183 29 36 28 0 40 0 316 Title Reports Completed 150 92 259 108 1 121 46 777 Full Takes Legals sent to City Appraisals Requested 150 92 259 108 1 121 46 777 150 92 259 108 1 121 46 777 Appraisals Completed 150 92 259 108 1 121 46 777 150 92 259 108 1 121 46 777 Offers Accepted 109 65 224 85 1 90 36 610 Escrow Closed Acquisition Complete 107 66 227 87 1 98 39 625 Condemnation Filed 26 12 25 11 0 29 17 120 OIP Received 24 8 20 9 0 21 7 89 ROE Signed 18 15 12 12 0 2 0 59 Relocations Underway 0 0 0 0 0 0 0 0 Relocations Completed 183 29 36 28 0 40 0 316 Parcels Under City Control 149 89 259 108 1 121 46 773 Parcels Available for Construction 132 83 247 108 1 121 45 737 Parcels Pending Release for Construction 17 6 12 0 0 0 1 36 Offers Made Page 37 MAY 2007 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 Solutions for utility issues are addressed weekly in the LS1 Utilities Coordination meeting held at the Kiewit field office. o Kiewit continues to work on Salt River Project Irrigation (SRPI) facilities. o SRP - Power has mobilized crews to start trenching/pulling wire for Job Number KJC-3002 on the north side of Camelback Road from 19th Avenue to 15th Avenue. The work is tentatively scheduled to be completed by the first week of July 2007. o Kiewit continued trenching along the west side of 19th Avenue from Camelback Road to Missouri Avenue (SRP Job Numbers KJC-5001 and KJC-3000). SRP is ready to mobilize crews to start pulling and splicing new cable. Once SRP is done Qwest and Cox Communication can start pulling and splicing new cable and fiber. o SRP Power Job Numbers KJC-5000 and KJC-3001 for joint trenching along the west side of 19th Avenue from Missouri Avenue to Bethany Home Road is tentatively scheduled to start mid-June 2007. o Cox needs to pull and splice fiber at 17th Avenue and 15th Avenue and Camelback Road, but is waiting on the joint trench to be completed. Line Section 2 o Utility conflicts and coordination issues are being addressed on a case-by-case basis in the field. Utility meetings are now being held bi-weekly in the Herzog office. These meetings increase contractor communication and utility company accountability. o SRP Water Irrigation facilities at Central Avenue and Encanto Boulevard will be constructed by the LS2 Contractor in July 2007. o METRO has established a punch list for utility companies to address: ƒ Field adjustment of equipment, J-Boxes, Pull Boxes, manholes, etc Page 38 MAY 2007 FINAL PROGRESS REPORT o • The project team continues to work with APS, the COP and Herzog on design modifications for street lights and traffic signals. The COP, METRO and APS representatives have been instrumental in facilitating the necessary changes of this work. Line Section 3 o Utility conflicts and coordination issues are being addressed on a case by case basis in the field. o METRO has established a punch list for utility companies to address: ƒ o • The project team continues to work with APS, COP, METRO and Archer Western representatives to implement design modifications on street lights and traffic signals. The weekly coordination meeting is held and has been instrumental in facilitating the necessary changes to this work. Line Section 4 o Utility conflicts and coordination issues are being addressed on a case by case basis in the field. o METRO has established a punch list for utility companies to address: ƒ o • Removal of power poles, abandoned aerial cables, field adjustment of equipment, J-Boxes, Pull Boxes, etc. Removal of power poles, abandoned aerial cables, field adjustment of equipment, J-Boxes, Pull Boxes, etc. Installation of microduct was successful installed at Washington Street from Priest Drive to east of Center Parkway to 44th Street. Line Section 5 o Solutions for utility issues are addressed weekly in the LS5 Utilities Coordination meeting. o The Contractor continues to face challenges with existing utilities along the alignment eastward from Tempe Canal and Main Street to Sycamore. The Agency is working to expedite these third-party utility relocations. o The Union Pacific Railroad work has been completed. o SRP Job Number KEC-5000 is approximately 95 percent complete with all trenching on north side and south side of Main Street. o SRP Water (Irrigation) relocation is near completion on Apache Boulevard from River Drive to Price Freeway. SRP has mobilized four crews to expedite relocation. o SRP Water (Irrigation) relocation in Mesa from Main Street and Dobson to Sycamore; there are several utilities that need to be lowered due to the proposed SRP Irrigation. SRP is ready to mobilize crews once the utility conflicts have been addressed. Page 39 MAY 2007 FINAL PROGRESS REPORT o • Cox Communication is expediting placement of fiber on Main Street from Roosevelt to May. Splicing should be complete by June 11, 2007 so SRP can demo and pull poles. Traction Power Substations o APS is in the process of writing Legals and Easements for Traction Power Substations Numbers 4, 6, 8, 10 and 11. ƒ • Easements for Numbers 5 and 7 were identified in Right-of-Way. No easement is required. o SRP is in process of writing Legals and Easements for Traction Power Substations Numbers 1, 2, 12, and 14. o TPSS Numbers 9 and 15 and Signal Building Number 4 are energized. New Electric Services Accounts are now set up with APS and SRP Cost and Schedule – Variance Analysis • Costs incurred to-date for prior rights utilities are within the Utility Budget. We are concerned that the budget for SRP Irrigation and SRP Power will run over budget due to material costs and the fact that traffic control costs have increased. Issues and Solutions • Utility relocation is a big concern for this project to be on schedule. METRO has requested that utility companies accelerate their relocation even if it includes providing additional resources. Much progress has been made project-wide to eliminate this concern. • Need to define the remaining APS and SRP Power easements for TPSS Site Numbers 1, 2, 4, 6, 8, 10, 11, 12 and 14. Page 40 MAY 2007 FINAL PROGRESS REPORT Construction Photographs SRP Water installing irrigation pipe on Apache Boulevard from River to Price Freeway in LS5 SRP Water installing irrigation structure Price Freeway and Apache Boulevard in LS5 UPRR removing Signal Cabinet, Gate and Cantilever at 1st Street and Ash in LS5 SRP Water setting a manhole at Rivers and Apache Boulevard in LS5 Page 41 Prior Rights Utility Cost Status Federal 5309 Project Percent Budget Earned Cost to Date Forecast Line Section 1 76% $6,344,834 $4,801,865 $7,935,247 Line Section 2 85% $1,905,951 $1,623,855 $635,041 $1,455,049 Line Section 3 99% $3,067,860 $3,024,582 $3,113,208 $3,306,438 Line Section 4 98% $4,780,945 $4,662,248 $2,826,036 $5,068,383 Line Section 5 85% $7,747,141 $6,592,345 $12,275,612 $12,980,554 $7,680,640 Maintenance Storage Facility 100% $320,230 $320,230 $452,132 $452,132 Town Lake Bridge 100% $1,150,000 $1,150,000 $808,997 $850,348 88% $25,316,961 $22,175,125 $28,046,273 $31,793,544 88% $50,633,922 $44,350,250 $56,092,546 $63,587,088 0% $1,062,331 $0 $0 $474,466 84% $26,379,292 $22,175,125 $28,046,273 $32,268,010 Sub Total Contingency Total Prior Rights Utilities Page 42 MAY 2007 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 resolved, waiting for new shop drawings from artist. o Camelback/7th Avenue: Test pavers from Advanced Terrazzo are expected in June Line Section 2 o Camelback: Stone and steel fabrication is almost complete and art is in storage. o Osborn: Bronze footprint casting complete; water-jet-cut pavers in progress. o Encanto: Bronze sculpture and boxes are carved and waiting to be cast. The entry way is blocked out for Canterra Stone. Page 43 MAY 2007 FINAL PROGRESS REPORT • • • Line Section 3 o McDowell: Approximately one half of the bronze books are cast. o Van Buren: Fabrication is 90 percent complete. o Central/Washington – 1st Avenue/Jefferson: Porcelain tile in production. o Third Street: Steel fabrication begun. o Twelfth Street: Paver fabrication is complete and artist will be coming out for a community meeting June 7th to preview his hand-painted photo tiles and his metal railing designs. o Twenty-Fourth Street: fabrication is ongoing. Line Section 4 o Forty-Fourth Street: Lighting issues are being resolved. o Priest/Washington: resolved. • Fabrication has begun and installation issues are being Tempe Town Lake o • Steel panel fabrication is complete and final bronze Artwork has been completed except for the final programming of the bridge lighting. The artist will be coming out in July for programming in conjunction with the 4th of July bridge light-up. Line Section 5 o Mill/3rd Avenue: The lighting issues have been resolved, and the art canopies are completed. o College/5th Avenue: The bronze models are three-fourths completed. o Apache Boulevard Stations – Sculpture: Bronze models for “Hands” are approximately 50 percent complete. The hands will not be ready for installation until late summer 2008 due to a complex casting process that can only be done during the winter months. o Sycamore/Main: Fabrication has begun. 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. Page 44 MAY 2007 FINAL PROGRESS REPORT Cost and Schedule – Variance Analysis • Working with AWC to install artwork at the Priest/Washington station and the Dorsey/Apache station. Work will be performed 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 Photographs Central/Camelback “Landmark” and “Water Trough” sculptures in fabrication Page 45 MAY 2007 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 SF 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 • Work continues on the walkways at the 19th Avenue and Montebello Transit Center south of the realigned Montebello Avenue. Spectrum Mall management is being regularly updated on METRO construction activities in the vicinity of their facility. • Central Avenue and Camelback Transit Center: The Contractor re-mobilized at this location on April 28, 2007. Work on underground utilities is ongoing. Page 46 MAY 2007 FINAL PROGRESS REPORT • Washington and 44th Street Transit Center: Construction of curb/gutter, grading and site utility work is ongoing. Archer Western and Sundt/Stacey Witbek, (Line Section 4 Contractor), are continuing to coordinate access and sequencing of their respective work. Masonry block work of the Operator Building (OPF-3) at the 44th Street and Washington Transit Center is complete. • Sycamore and Main Street Transit Center: Installation of underground utilities is ongoing. Contractor completed installation of structural steel for the bus shelters. Site grading and curb/gutter construction is underway. Masonry block work of the Operator Building (OPF-4) at the Sycamore and Main Street Transit Center is complete. • Structural steel installation has been completed at 1st Avenue/Van Buren, Central Avenue/Van Buren, Central Avenue/Washington, 3rd Street/Jefferson, st rd 1 Street/Jefferson, 3 Street/Washington, and Priest Avenue/Washington Stations. Electrical and communications cabinets have been set at the 1st Avenue/Van Buren, Central Avenue/Van Buren, and Central Avenue/Washington Stations. Utility power has been established at the 1st Avenue/Van Buren Station. Electrical and other utility work is ongoing at the aforementioned stations. • A total of sixteen station foundations have been substantially completed by Line Section Contractors and made available to the Station Finishes Contractor for Area Access. • A proposal for rotating concrete pads at various stations for the Ticket Vending Machines (TVM’s) due to further revisions in machine design and required maintenance access is under review from Archer Western by METRO. Provisions for new Standalone Validator (SAV) concrete pads and power connections to the system for six stations are also included in this upcoming change order. • The pad locations at all other stations have been notated in Agency approved design sketches and are ready for inclusion in another Change Notice to the SF Contractor upon METRO’s determination of their funding source (see Issues and Solutions below). Cost and Schedule – Variance Analysis • A revised schedule has been prepared and reviewed by METRO. Substantial agreement has been reached between METRO and Archer Western Contractors, and the revised schedule is nearly ready to be implemented. Issues and Solutions • Building department comments related to received Station Finishes Permit approvals from the Cities of Phoenix and Mesa resulted in additional changes at all Transit Center sites. METRO and Archer Western are continuing to resolve any potential cost and schedule impacts due to these Contract revisions. Page 47 MAY 2007 FINAL PROGRESS REPORT Construction Photographs Sycamore/Main Street Transit Center 1st Avenue/Jefferson Station OPF 4 Facility Priest Avenue/Washington Station Page 48 MAY 2007 RAIL PROGRESS REPORT 3.2.1 Station Finishes Description: PE/PA: Contractor: Resident Architect: Archer Western Contractors Doaa Aboul-Hosn April 30, 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 = $63.9 x Budgeted/Planned Total 66.0 $0.9 Forecast at Completion N/A $156,000 $0 $52,404,188 $1,870,654 $1,211,465 $1,067,929 $51,336,259 $0 $52,404,188 2.0% 3.6% 2.3% 0.65 1.13 N/A $22,956 $0 $10,209,829 $550,619 $1,019,472 $1,017,056 $9,192,773 -$21,741 $10,188,088 10.0% 5.4% 10.0% 1.85 N/A N/A $178,956 $0 $178,956 $2,421,273 $2,230,937 $2,084,985 $60,529,032 -$21,741 $62,592,276 3.3% 3.9% 3.6% 0.92 1.07 $2.0 Contingency Forecast/Actual Executed CO Pending CO 101.1% of 0.9 Budget 63.0 64.6 -0.4 2.0 24.7 Cont 0.9 15.8 46.0 Contingency Expended Dollars in Millions Total $62,973,000 -$358,983 $0 $62,614,017 $24,719,346 $15,788,409 $15,629,765 $46,984,252 $1,953,223 $64,567,240 25.0% 39.5% 25.2% 0.64 1.01 $917,603 $1,276,586 139.1% Monthly Performance Measures Completed Work to Date $63.0 CNPA $9,988,000 $221,829 $0 $10,209,829 $4,148,320 $4,158,576 $4,150,874 $6,058,955 $1,928,971 $12,138,800 40.7% 40.6% 40.7% 1.00 N/A $371,603 $149,774 40.3% Total = $64.5 Plann 56.0 36.0 5309 $52,985,000 -$580,812 $0 $52,404,188 $20,571,026 $11,629,833 $11,478,891 $40,925,297 $24,252 $52,428,440 21.9% 39.3% 22.2% 0.57 1.01 $546,000 $1,126,812 206.4% -0.4 $64.6 63.9% of Planned 26.0 16.0 139.1% Remaining $24.7 $15.8 6.0 $0.9 -$0.4 -$0.4 -4.0 Total Contract Budget Forecast at Completion Planned Work to Date Completed Work to Date Station Finishes Contract through May '07 Page 49 Contingency Available Contingency Expended MAY 2007 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 • Asphalt paving has been successfully completed on the south side of Camelback from 7th Avenue to 18th Avenue and the traffic switch was completed successfully. The 24-inch sewer line installation on 19th Avenue continues working north from the Page 50 MAY 2007 FINAL PROGRESS REPORT Camelback intersection. The present plan is to tie into the previously installed 24-inch line at Missouri Avenue around mid July. • The 7th and Camelback station foundation work has been completed and the 19th Avenue and Camelback station foundation should be completed by early June. • Traffic control continues to be corrdinated between all participants on the project and as a consequence has been successful with few formal complaints from the various stakeholders or the traveling public. Kiewit has restructured traffic flow on both Camelback and 19th Avenue to one lane in each direction and COP has agreed to allow pre-approved nighttime full closures of the Camelback and 19th Avenue intersection. This traffic restructuring is ongoing and coordination with COP continues to work satisfactorily. COP Transit has rerouted the Buses so that they no longer stop at the intersection of 19th Avenue and Camelback Road and have suspended bus operations on 19th Avenue. • Guideway and systems civil work on Camelback is virtually complete from Central, at the beginning of eastern limits of the job, west to 11th Avenue. Cost and Schedule – Variance Analysis • The revised project schedule should be ready for review and subsequent submittal by the first week of June. An REA Meeting to review the schedule will occur during this time-frame, establishing new LS1 Milestones. The revised Milestone dates will be reflected in next month’s report. Issues and Solutions • Presently there are no known issues that should adversely impact the revised contract completion date. At this time it appears that the real estate, cost-to-cure, and utility easement concerns that have been noted as major past concerns no longer pose a major problem for future construction operations. Page 51 MAY 2007 FINAL PROGRESS REPORT Construction Photographs Guideway Curb - RGG crews preparing to place slip form Guideway Curb from R Sta. 1099+05 to 1099+75+/- Guideway - P&CS crew performing the Holiday testing on the Rail Boot in the Guideway section from R Sta. 1077+35 to 1074+95, Rt and Lt track CTB Removal-KWC crews removing the CTB from Sta. 312+00 to 315+00 on 19th Avenue AC Paving - QT check rolling pattern using nuclear gauge Page 52 MAY 2007 RAIL PROGRESS REPORT 3.1.1 Line Section 1 Alvin Livingstone Kiewit Western Co. Bill Blane Description: PE/PA: Contractor: Resident Engineer: April 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 = $50.5 x Budgeted/Planned Total Forecast at Completion 50.0 Total = $49.0 $0.0 CNPA $10,533,342 $0 $565,351 $11,098,693 $7,313,459 $3,127,626 $3,126,846 $7,971,847 -$17,505 $11,081,188 28.2% 65.9% 28.2% 0.43 1.00 $44,811 $44,811 100.0% Total $48,485,000 $540,913 $565,351 $49,591,264 $31,642,745 $18,326,277 $18,107,484 $31,483,780 $32,495 $49,623,759 36.5% 63.8% 37.0% 0.58 1.01 $2,007,867 $1,466,954 73.1% N/A $86,103 $0 $38,492,571 $1,780,093 $2,057,260 $2,051,402 $36,441,169 -$78,759 $38,413,812 5.3% 4.6% 5.3% 1.16 0.00 N/A $0 $0 $11,098,693 $472,447 $369,925 $369,209 $10,729,484 $0 $11,098,693 3.3% 4.3% 3.3% 0.78 0.00 N/A $86,103 $0 $49,591,264 $2,252,540 $2,427,185 $2,420,611 $47,170,653 -$78,759 $49,512,505 4.9% 4.5% 4.9% 1.08 0.00 Monthly Performance Measures 97.2% of Contingency Forecast/Actual Budget48.5 2.0 $0.5 Executed CO Pending CO 48.5 $2.0 Plann Completed Work to Date 0.5 0.0 31.6 18.3 Conti40.0 Contingency Expended Dollars in Millions 5309 $37,951,658 $540,913 $0 $38,492,571 $24,329,286 $15,198,651 $14,980,638 $23,511,933 $50,000 $38,542,571 38.9% 63.2% 39.5% 0.62 1.01 $1,963,056 $1,422,143 72.4% 2.0 0.5 30.0 $48.5 57.9% of Planned $48.5 20.0 $31.6 10.0 73.1% Remaining $18.3 $2.0 0.0 Total Contract Budget Forecast at Completion Planned Work to Completed Work Date to Date LS1 Contract Through May '07 Page 53 Contingency Available $0.5 Contingency Expended MAY 2007 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 54 MAY 2007 FINAL PROGRESS REPORT Progress • Herzog continues to install infrastructure from Glenrosa to McDowell in various states of completion, including storm drainage, off set manholes, catch basin installation/relocations, and sanitary sewer installations from Indian School to Virginia. • Change Orders were issued to Herzog for acceleration of water mains and storm drain installation between Osborn Road and McDowell Road. This work is approximately 95 percent complete. • Herzog, GEC, and Brown and Caldwell developed the redesign for the amended sewer installation at Mitchell per the City’s request and HCC continues with the installation. Herzog completed the additional water main installations at Thomas intersection. • Herzog placed a total of 6000-feet of guideway to date. Guideway curbs and devil strip have been placed and layout of additional guideway through Central into the Camelback Station continues. Completed forming and placement of the bath tubs for special track work. Placed the Glenrosa/Farrington intersection guideway. Herzog continues to work on guideway grading, duct bank installation, placement of OCS Foundations and Rail installation between Indian School and Columbus. • Herzog has completed the North and Southbound Camelback Stations and screen walls. • Herzog continues to work on the roadway widening, clear/grub, demolition of curb/gutter, sidewalks and placing new curb and gutter, sidewalks, walls, water services, street lights and traffic signals from Camelback Road, south to McDowell. • Herzog continues to work on installing sidewalk, sandstone borders, tree wells, and is currently working on the installation of landscaping, relocation of Palm Trees, planting trees and shrubs at various locations. They also continue to amend existing irrigation systems to facilitate the new irrigation system interface. 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 on 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 55 MAY 2007 FINAL PROGRESS REPORT Construction Photographs Installing water main north of Virginia Installing 24” Water main Central/Thomas Intersection Weekend Closure of Central Forming and placing Walls at crossover bathtubs MH Number 14 Off Set Manhole Placing guideway curb North of Highland Installation of Track Drainage system Page 56 MAY 2007 PROGRESS REPORT 3.1.2 Line Section 2 Alvin Livingstone Herzog Contracting Corporation Marty Spong Description: PE/PA: Contractor: Resident Engineer: March 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 = $61.7 x Budgeted/Planned Total Forecast 60.0 at Completion $6.5 Plann Completed Work to Date Total = $59.6 $2.1 $2.2 5309 CNPA/Other Total $48,425,124 $6,762,248 $55,187,372 $1,911,876 $65,668 $1,977,544 $269,573 $269,573 $50,337,000 $7,097,489 $57,434,489 $37,585,371 $5,786,624 $43,371,995 $21,048,203 $3,313,088 $24,361,291 $21,049,102 $3,245,073 $24,294,175 $29,287,898 $3,852,416 $33,140,314 $2,368,804 -$224,525 $2,144,279 $52,705,804 $6,872,964 $59,578,768 41.8% 45.7% 42.3% 74.7% 81.5% 75.5% 41.8% 46.7% 42.4% 0.56 0.57 0.56 1.00 1.02 1.00 $6,450,401 $13,293 $6,463,694 $4,538,525 $13,293 $4,216,577 70.4% 100.0% 65.2% N/A $122,830 $0 $50,337,000 $2,925,696 $2,745,658 $4,054,311 $46,282,689 $2,288,440 $52,625,440 8.1% 5.8% 5.5% 0.94 0 N/A $0 $11,772 $7,097,489 $352,053 $851,275 $623,777 $6,473,712 -$216,648 $6,880,841 8.8% 5.0% 12.0% N/A 0 N/A $122,830 $11,772 $57,434,489 $3,277,749 $3,596,933 $4,678,088 $52,756,401 $2,071,792 $59,506,281 8.1% 5.7% 6.3% 1.10 0 Monthly Performance Measures Contingency Forecast/Actual Executed CO Pending CO 96.6% of 55.2 6.5 Budget 55.2 2.2 2.1 43.4 24.4 50.0 Dollars in Millions Conti Contingency Expended 6.5 2.2 40.0 30.0 $55.2 56.2% of Planned $55.2 $43.4 20.0 65.2% Remaining $24.4 10.0 $6.5 $2.2 0.0 Total Contract Budget Forecast at Completion Planned Work to Date Completed Work to Date LS2 Contract Through May '07 Page 57 Contingency Available Contingency Expended MAY 2007 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 58 MAY 2007 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 9 through 15 installing storm sewer, sanitary sewer and water service. AWC is continuing to install traffic features and wiring on traffic signals in segments 9 through 15. Additionally, AWC is proceeding with OCS foundations, street lighting conduits and foundations, irrigation work as required along ROW and stations. • AWC is working their day and night crews four ten-hour shifts a week. • The 3rd Street/Washington station foundation has been completed; 12th Street/Jefferson station foundation east ramp will be completed next month as a concrete encasement of a 48-inch water line required completion prior to the ramp installation. The McDowell station foundation completion has been pushed to July/August 2007. Eleven of the twelve station foundations have been substantially completed and the Station Finishes contractor has started work on the majority of them. • AWC currently has six rail headings in progress throughout the alignment and has installed approximately 30,000 linear feet of guideway throughout the Downtown area. Embedded track has been completed on Central and 1st Avenue from Washington/Jefferson to the Deck Park Bridge, Washington/Central to west of 11th Street, Jefferson to west of 11th Street, Washington from 16th Street to 26th Street and Jefferson from 23rd Street to 26th Street. 11th Street loop modification change negotiations are being completed. • APS continues with street light pole installations throughout the alignment. COP Water Services contractor is continuing with installation of 12-inch water line on Central from Roosevelt to Fillmore to accommodate the demands of the proposed ASU facilities. • AWC is placing roadway paving and sidewalk throughout the downtown portion of the alignment and is approaching substantial completion in the downtown area this summer. Page 59 MAY 2007 FINAL PROGRESS REPORT Cost and Schedule – Variance Analysis • AWC and METRO continue negotiations concerning the master schedule milestone revision change order. The current progress schedule indicates the contractor has completed 63 percent of the work. Issues and Solutions • Bi-weekly meetings with system integration contractor to address any design conflicts and coordination issues. Meetings are being held at the field office to better effect contractor communication with Line Section 3 contractor and TES/S&C contractor. Construction Photographs Roadway Paving on 1st Avenue Completed Guideway on 1st Avenue Roadway Paving on 1st Avenue OCS Eyebolt Support Installation at Orpheum Building Page 60 MAY 2007 RAIL PROGRESS REPORT Description: PE/PA: Contractor: Resident Engineer: 3.1.3 Line Section 3 William Gustafson Archer Western William Atesis Data Through: April 27, 2007 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 $1,574,529 $0 $80,823,146 $58,835,799 $49,081,317 $49,536,290 $31,286,856 $88,373 $80,911,519 61.3% 72.8% 60.7% 0.83 0.99 $7,848,232 $6,273,703 79.9% 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 -$24,152 $0 $80,823,146 $3,441,089 $3,256,402 $3,548,265 $77,274,881 $29,166 $80,852,312 4.4% 4.3% 4.0% 0.95 0.00 $6,398,232 $6,422,384 100.4% Total = $107.0 x Budgeted/Planned 110.0 Total $8.3 Forecast at Completion 100.0 Total = $101.9 $0.2 N/A $0 -$24,152 $35,000 $35,000 $20,901,954 $101,725,100 $699,732 $4,140,821 $694,165 $3,950,567 $695,029 $4,243,294 $20,206,925 $97,481,806 -$1,058 $28,108 $20,900,896 $101,753,208 3.3% 4.2% 3.3% 4.1% 3.3% 3.9% 0.99 0.95 0.00 0.00 $1,231,072 $7,629,304 $1,196,072 $7,618,456 97.2% 99.9% Monthly Performance Measures Forecast/Actual Executed CO Pending CO 95.3% of Contingency 98.7 8.3 Budget 98.7 3.0 0.2 72.9 61.5 Conti80.0 Contingency Expended Dollars in Millions N/A $3.0 Plann Completed 90.0 Work to Date 8.3 3.0 70.0 84.4% of Planned 60.0 50.0 CNPA Total $19,452,352 $98,700,969 $340,277 $1,914,806 $1,109,325 $1,109,325 $20,901,954 $101,725,100 $14,025,291 $72,861,090 $12,408,838 $61,490,155 $12,391,945 $61,928,235 $8,510,009 $39,796,865 $122,536 $210,909 $21,024,490 $101,936,009 59.3% 60.9% 67.1% 71.6% 59.4% 60.4% 0.88 0.84 1.00 0.99 $402,730 $8,250,962 $377,445 $5,226,831 93.7% 63.3% $98.70 $98.70 40.0 63.3% Remaining $72.86 $61.49 30.0 20.0 10.0 $8.25 $3.02 0.0 Total Contract Budget Forecast at Completion Planned Work to Date Completed Work to Date LS3 Contract Through May '07 Page 61 Contingency Available Contingency Expended MAY 2007 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 • Tempe Town Lake Bridge: Direct fixation rail on both tracks has been installed, excluding the track expansion joints that are still in fabrication. The punch-list items are almost complete. • Town Lake Bridge to 44th Street: Landscape planting and irrigation work is nearing completion. The rubberized asphalt overlay has been completed as well as the first pass of pavement markings. Temporary traffic barricades have been removed and all lanes are now opened to traffic with the exception of a few work zones where the Page 62 MAY 2007 FINAL PROGRESS REPORT landscape work is ongoing. Traffic signal punch list work has begun and is progressing well. The signing installation has been completed. • Forty-Fourth Street to 40th Street: Installation of the track embedded in elastomeric grout across the Washington Street Bridge over the Grand Canal is still ongoing. • 40th Street to 34th Street: Curb/gutter, driveway, sidewalk, and catch basin construction is still in progress on the north side of Washington Street from 38th to 34th Streets. The curb/gutter and sidewalk was demolished on the south side of Washington Street between 40th and 38th Streets and a new curb/gutter, curb return and bus stop has been constructed. The guideway slab construction was completed from 38th to 34th Streets and the 38th Street Station foundation is nearing completion. The added 12-inch waterline replacement work between 38th and 37th Streets as well as water service connections in that work zone has been completed. The four new curb returns at the 40th Street intersection were constructed and the north half of the street intersection was completed. The guideway slab construction across 34th Street is in progress. • Thirty-forth Street to 26th Street: The added 12-inch waterline relocation work from 26th Street to 30th Streets is nearing completion. The guideway slab construction is complete between 32nd and 30th Streets and guideway slab construction is in progress between 34th and 30th Streets. Curb/gutter and sidewalk has been demolished on the south side of Washington Street between 28th and 26th Streets and new curb/gutter and driveways are being constructed. Cost and Schedule – Variance Analysis • Line Section 4’s successful on time completion of Milestones 1, 2 and 3A have been integrated into the follow-on contractor’s schedules to determine forecasts for train and line testing and overall project completion in December 2008. • Milestone Number 3B (44th to 26th streets) will be subdivided to reflect portions of the line with early completion of track guideway. This will allow early starts by follow-on contractors. • Milestone 3C for completion of track guideway from 44th to 26th streets will complete ahead of the scheduled milestone of October 5, 2007. • Milestone Number 4 for the 38th Street station foundation is on schedule for completion June 15, 2007. • Overall project completion Milestone F is on schedule for a timely completion December 27, 2007. Issues and Solutions • None. Page 63 MAY 2007 FINAL PROGRESS REPORT Construction Photographs Placing rebar for grade beams at 38th Street Station Checking rail alignment during an embedded track concrete placement Placing concrete curb/gutter at 28th Street Aerial view of the Tempe Town Lake Bridge with track work complete Page 64 MAY 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: April 30, 2007 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 = $59.6 x Budgeted/Planned Total60.0 Contr $4.8 Forecast at Completion Total = $59.3 $0.0 $4.5 Planned W 50.0 Work to Date Completed CNPA $6,880,853 $1,238,336 $1,557,561 $9,676,750 $8,318,278 $7,460,492 $7,317,240 $2,359,510 $731,737 $10,408,487 75.6% 86.0% 77.1% 0.90 1.02 $172,633 $172,633 100.0% Total $54,750,747 $5,757,990 $932,561 $61,441,298 $51,124,048 $46,452,990 $47,411,925 $14,029,373 $754,200 $62,195,498 77.2% 83.2% 75.6% 0.91 0.98 $4,834,821 $292,704 6.1% N/A $927,423 $0 $51,764,548 $1,721,178 $2,934,130 $2,263,819 $11,669,863 -$902,837 $13,030,845 4.4% 3.3% 5.7% 1.70 1.30 N/A $0 $0 $9,676,750 $80,406 $157,552 $163,490 $2,359,510 $729,772 $3,252,772 1.7% 0.8% 1.6% 1.96 0.96 N/A $927,423 $0 $61,441,298 $1,801,584 $3,091,682 $2,427,309 $14,029,373 -$173,065 $16,283,617 4.0% 2.9% 5.0% 1.72 1.27 Monthly Performance Measures 99.5% of Contingency Forecast/Actual Executed CO Pending CO Budget 54.8 4.8 90.9% 54.8 of 4.5 0.0 Planned 51.1 46.5 Contingenc Contingency Expended Dollars in Millions 5309 $47,869,894 $4,519,654 -$625,000 $51,764,548 $42,805,770 $38,992,498 $40,094,685 $11,669,863 $22,463 $51,787,011 77.5% 82.7% 75.3% 0.91 0.97 $4,662,188 $120,071 2.6% 4.8 4.5 40.0 30.0 $54.8 $54.8 $51.1 $46.5 20.0 6.1% Remaining 10.0 $4.8 $4.5 0.0 Total Contract Budget Forecast at Completion Planned Work to Completed Work to Date Date LS4 Contract Through May '07 Page 65 Contingency Available Contingency Expended MAY 2007 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 approximately 25,790 track feet of embedded track, with scheduled weekly placements until completion. • The Contractor is coordinating with follow-on contractors in various locations in Milestone A2, which has achieved substantial completion. Page 66 MAY 2007 FINAL PROGRESS REPORT • The Contractor is prepared to install the track crossing installation at First Street, in coordination with Union Pacific Railroad and the Metro Signals and Communications contractor during early June. • The Contractor has completed the track along Terrace Road, and is progressing with track placements eastward toward McClintock Drive. • The Contractor has placed grade beam foundations and walls at the Apache Boulevard/ Dorsey Road Station. • The Contractor has placed the grade crossing at McClintock Drive, and is completing the roadwork in the Apache Boulevard/McClintock Drive intersection. • The Contractor completed street widening in the Apache Boulevard and McClintock Drive Station and Smith-Martin Station areas. • The Contractor continued work on the south side and approaches of the Apache Bridge over 101 Loop Bridge. • The Contractor continued street widening and street light placement from Price Road to the Tempe Canal Bridge. • The Contractor continued utility relocations and street light and traffic signal foundation installations eastward from the Tempe Canal Bridge to Sycamore Street in the City of Mesa. Cost and Schedule – Variance Analysis • Milestone A2 is substantially complete. Milestone B2 has been revised to August 28, 2007, and is on schedule. Milestones C2 and D2 are being challenged by utility relocation delays. The Contractor has submitted an acceleration proposal to offset these delays. Issues and Solutions • Utility relocation and coordination issues with Union Pacific Railroad have delayed the installation of the First Street crossing. This is being resolved by coordinating trackwork at that location with the placement of the light rail signal system during June. The Contractor has been given relief from his Milestone A requirement at this location to facilitate this arrangement. • The Contractor continues to face significant challenges with existing utilities along the alignment eastward from McClintock Drive. Significant lengths of a water main, an electric line, and a gas line have had to be lowered to meet clearance requirements; these utility relocations were not previously noted in the drawings, or planned for in the schedule. The Agency is working to expedite the third-party utility relocations, as the relocations continue. • Utility relocations by SRP-Power along Apache Boulevard in Tempe, and Main Street in Mesa, have delayed street widening efforts and trackway work along this corridor. SRP irrigation relocations were delayed due to design and easement issues, but the irrigation work has begun. The Contractor has altered scheduled work sequences to enable the utilities to complete their work expeditiously. Page 67 MAY 2007 FINAL PROGRESS REPORT • The Contractor’s significant additional support work to facilitate third party utility relocations, and to resolve unexpected conflicts with city and private utilities, continues to draw significant Contractor resources from guideway production. Maintaining contingency funding in the project budget is critical for resolution of utility issues. Resolution of specific utility issues and coordination of work are addressed weekly in the Line Section 5 Utilities Coordination meeting. • Maintenance of traffic flow while performing major project work, such as major grade crossings, bridgework, and utility relocations, continues to be a challenge. The scope of work at present requires significant traffic control measures along the entire project alignment, and coordinating barrier and closure plans with the numerous special events in this area requires major effort. Close coordination with local cities and ADOT for closures and for shifting traffic patterns has, thus far, resulted in workable production schemes. • Public support for the project remains reasonably good. In Mesa, many new stakeholders are being impacted. The Contractor has continued positive efforts to assure stakeholder support through advance notices and rapid resolution of stakeholder concerns, resulting in his receiving 100 percent of the Community Advisory Board incentive award for each quarter of the project. Additionally, the METRO public involvement personnel assigned to the Project are providing excellent and critical support in conflict avoidance and resolution. Page 68 MAY 2007 FINAL PROGRESS REPORT Construction Photographs East End of ASU Promenade, Milestone G Track Placement at Apache Boulevard, Milestone B2 Roadway Work on Apache Boulevard, Milestone D2 Utility Work in Mesa, Milestone E2 Page 69 MAY 2007 RAIL PROGRESS REPORT Description: PE/PA: Contractor: Resident Engineer: 3.1.5 Line Section 5 Brian Buchanan Sundt/Stacey Witbeck Sam Graham Data Through: May 15, 2007 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 = $76.5 Budgeted/Planned x 80.0 Total Forecast at Completion $6.0 70.0 Plann Completed Work to Date Total = $71.3 $0.0 $0.7 CNPA $1,573,317 $240,242 $0 $1,813,559 $1,563,305 $974,179 $719,800 $1,093,759 $16,535 $1,830,094 39.7% 86.2% 53.7% 0.00 0.00 $107,679 $106,767 99.2% Total $70,456,286 $988,766 $0 $71,445,052 $51,060,642 $49,621,153 $49,523,376 $21,921,676 $47,539 $71,492,591 69.3% 71.5% 69.5% 0.97 1.00 $6,015,814 $5,266,378 87.5% N/A $63,333 $0 $69,631,493 $3,039,254 $2,851,527 $2,996,952 $66,634,541 -$27,130 $69,604,363 4.3% 4.4% 4.1% 0.94 0.00 N/A $24,422 $0 $1,813,559 $81,108 $8,990 -$12,338 $1,825,897 $0 $1,813,559 -0.7% 4.5% 0.5% 0.00 0.00 N/A $87,755 $0 $71,445,052 $3,120,362 $2,860,517 $2,984,614 $68,460,438 -$27,130 $71,417,922 4.2% 4.4% 4.0% 0.92 0.00 Monthly Performance Measures 93.2%Contingency of Forecast/Actual Executed CO Pending CO Budget 70.5 6.0 70.5 0.7 0.0 51.1 49.6 60.0 Conti Contingency Expended Dollars in Millions 5309 $68,882,969 $748,524 $0 $69,631,493 $49,497,337 $48,646,974 $48,803,576 $20,827,917 $31,004 $69,662,497 70.1% 71.1% 69.9% 0.98 1.00 $5,908,135 $5,159,611 87.3% 97.2% of Planned 0.7 6.0 50.0 40.0 $70.5 $70.5 30.0 $51.1 $49.6 87.5% Remaining 20.0 10.0 $6.0 $0.7 0.0 Total Contract Budget Forecast at Completion Planned Work to Completed Work Date to Date LS5 Contract Through May '07 Page 70 Contingency Available Contingency Expended MAY 2007 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 punch list has been completed and the work has been accepted by METRO and the City of Phoenix (COP). Cost and Schedule – Variance Analysis • This contract was closed out after final completion, final acceptance and final payment. Issues and Solutions • None. Page 71 MAY 2007 FINAL PROGRESS REPORT Construction Photographs View of the 48th Street Vehicular and Utility Bridges Page 72 View of the 48th Street Utility Bridge MAY 2007 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. Cost and Schedule – Variance Analysis • This Contract has been closed. Issues and Solutions • None. Page 73 MAY 2007 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 = $22.0 $0.0 5309 CNPA Total $21,219,861 $17,523 $21,237,384 $722,891 $0 $722,891 -$183,000 $0 -$183,000 $21,759,752 $17,523 $21,777,275 $21,884,369 $17,523 $21,901,892 $21,759,752 $15,771 $21,775,523 $21,759,752 $15,771 $21,775,523 $0 $1,752 $1,752 $0 $0 $0 $21,759,752 $17,523 $21,777,275 100.0% 90.0% 100.0% 100.0% 100.0% 100.6% 100.0% 90.0% 100.0% 0.99 0.90 0.99 1.00 1.00 1.00 $1,242,400 $1,402 $1,243,802 $519,509 $1,402 $520,911 41.8% 0.0% 41.9% N/A $0 $0 $21,759,752 $0 $0 $0 $21,759,752 $0 $21,759,752 0.0% 0.0% 0.0% 0.00 1.00 $1,242,400 $519,509 41.8% 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% N/A $0 $0 $21,777,275 $0 $0 $0 $21,777,275 $0 $21,759,752 0.0% 0.0% 0.0% 0.00 1.00 $1,242,400 $519,509 41.8% Monthly Performance Measures Forecast/Actual 97.7% of Contingency 21.2 1.2 Budget Executed CO Pending CO 21.2 0.7 21.8 100% of Planned 0.0 $1.2 Plann Completed Work to Date $0.7 21.9 20.0 Dollars in Millions Conti Contingency Expended 1.2 0.7 15.0 $21.2 $21.2 $21.9 $21.8 10.0 41.9% Remaining 5.0 $1.2 $0.7 0.0 Total Contract Budget Forecast at Completion Planned Work to Date Completed Work to Date TLB Contract Through May '07 Note: Contractor submitted final schedule update during previous reporting period Page 74 Contingency Available Contingency Expended MAY 2007 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 • Final City of Phoenix (COP) approval of the spray paint booth is contingent on a special mechanical inspection which is now in progress. • Testing of the LRV wash equipment and sand distribution system has been scheduled. • The site entrance lift gates have been installed. pending. • The Contractor continues to work on the remaining Completion List items. Permanent power and testing are Cost and Schedule – Variance Analysis • The contract closeout and final acceptance activities are in progress. Page 75 MAY 2007 FINAL PROGRESS REPORT Issues and Solutions • None. Page 76 MAY 2007 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 March 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 69.0 Budgeted/Planned Total Forecast at Completion $8.0 Total = $64.3 Contingency 57.6 8.0 $7.1 N/A $0 $0 $64,042,938 $0 $0 $0 $64,042,938 $0 $64,042,938 0.0% 0.0% 0.0% #N/A #N/A N/A $0 $0 $64,042,938 $0 $0 $0 $64,042,938 $0 $64,042,938 0.0% 0.0% 0.0% #N/A #N/A Forecast/Actual 99.4% Executed of CO Pending CO Planned 57.6 7.1 -0.4 64.0 63.7 Conti 49.0 Contingency Expended Dollars in Millions Total $57,637,721 $7,094,906 -$257,984 $64,474,643 $64,042,938 $63,663,665 $64,219,078 $255,565 -$449,550 $64,025,093 99.6% 99.3% 98.7% 0.99 0.99 $8,020,263 $1,374,907 17.1% Monthly Performance Measures 97.9% of Budget 59.0 Plann Completed Work to Date 5309 $57,637,721 $7,094,906 -$257,984 $64,474,643 $64,042,938 $63,663,665 $64,219,078 $255,565 -$449,550 $64,025,093 99.6% 99.3% 98.7% 0.99 0.99 $8,020,263 $1,374,907 17.1% 8.0 6.6 39.0 $64.0 29.0 $57.6 $63.7 $57.6 19.0 17.1% Remaining 9.0 $8.0 $6.6 -$0.4 -1.0 Total Contract Budget Forecast at Completion Planned Work to Completed Work Date to Date MSF Contract Through May '07 Note: No update submitted during the reporting period Page 77 Contingency Available Contingency Expended MAY 2007 FINAL PROGRESS REPORT Park-and-Ride Description Surface Park-and-Rides (PNR) are proposed at eight sites along the alignment, 3,439 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 • The IFB documents were made available to prospective bidders on April 23, 2007. Six sites including 19th Avenue and Montebello, 19th Avenue and Camelback Road, Central Avenue and Camelback Road, 38th Street and Washington Street, Price Freeway and Apache Boulevard, and Sycamore Drive and Main Street are included for the base bid. The seventh site, McClintock Road and Apache Boulevard, is included as an alternative or option. Page 78 MAY 2007 FINAL PROGRESS REPORT • Permitting for the 19th Avenue and Montebello site is complete except for the selection of the Contractor. • Permitting for the 19th Avenue and Camelback site is complete except for the selection of the Contractor. • Preliminary Site Plan approval has occurred for the Central Avenue and Camelback site. Building and Safety permitting plans are being processed and the site is expected to be permitted by notice to proceed. • The Dorsey and Apache site continues to be developed by the City of Tempe (COT) and is not part of this Contract. The COT is developing a second site at this location that would provide an additional 100 parking spaces. METRO is providing the security systems for the sites. • Permitting for the 38th Street and Washington Street PNR site is complete except for the selection of the Contractor. • The McClintock and Apache PNR surface site is in the final permitting review process with the COT. Permitting is expected to be available by notice to proceed date for this site. The COT and METRO continue to work with the Developer for the design and construction of an equivalent parking garage. The garage is currently scheduled for completion by March 2008. The surface lot, bid as an option, will be constructed if the garage fails to proceed in a timely manner. • The Price Freeway and Apache PNR site is in the final permitting review process with the COT. Permitting is expected to be available by the notice to proceed date for this site. • The Sycamore Drive and Main PNR site is in the final permitting review process with the City of Mesa (COM). Permitting is expected to be available by notice to proceed. Cost and Schedule – Variance Analysis • The budget for all sites is $15,104,339 with a contingency of $1,208,300. • A recent construction cost estimate and projections indicate a base cost (without soft costs) of $21,400,000. A transfer of the McClintock/Apache cost to the private Developer would reduce the construction estimate for the six remaining sites to approximately $17,700,000. • The Bid Opening date is June 5, 2007. • Anticipated notice to proceed is August 13, 2007. Some sites will have delayed starts due to their use as construction yards by the Line Section contractors. 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. Page 79 MAY 2007 FINAL PROGRESS REPORT Park and Ride Construction Data No. Park and Ride Site Number of Spaces Notice to Proceed Date Notes 1 Montebello/19th Ave. 794 December 31, 2007 * 2 19th Ave./Camelback 410 December 31, 2007 * 3 Central/Camelback 135 November 28, 2007 * 4 38th St./Washington 189 August 14, 2007 5 Dorsey/Apache (2-Sites) 190 August 2007, Tentative By City of Tempe 6 McClintock/Apache--Garage 300 July 2007, Tentative By Developer 7 Price Freeway/Apache 693 March 3, 2008 * 8 Sycamore/Main 802 August 14, 2007 Opening Day Total 3,513 * Notice to Proceed Date is delayed due to a site’s current use as a Line Section construction yard. Page 80 MAY 2007 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. o A final price has been successfully negotiated with the contractor on the 11th Street Wye Track Equilaterals for Line Section 3. This price has been approved by TRAC and the 4C/CCB. Page 81 MAY 2007 FINAL PROGRESS REPORT o • This change was negotiated within this contract’s overall Board approved budget. A change order will be issued to the Contractor. Two material deliveries were made during this month. The Contractor delivered a 50 Meter Turnout for Line Section 3 and a 100 Meter single crossover for Line Section 5. Cost and Schedule – Variance Analysis • Track material procurement activities remain on schedule and within budget at this time. Issues and Solutions • There are no significant issues at this time. Construction Photographs Delivery of a 100 Meter single crossover to the Contractor’s rail yard at Line Section 5 Delivery of a 100 Meter single crossover to the Contractor’s rail yard at Line Section 5 Delivery of a 100 Meter single crossover to the Contractor’s Yard at Line Section 5 Delivery of a 100 Meter single crossover to the Contractor’s Yard at Line Section 5 Page 82 MAY 2007 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 activity has been completed. • A table showing the status of costs incurred to-date versus budget is shown below: 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) $ 2,910,916.75 $ 2,629,229.26 $ 209,144.33 $ 209,144.31 $ 309,685.98 $ 309,685.97 Page 83 $ 1,425,604.91 $ 1,321,686.32 $ $ 369,069.21 360,469.21 MAY 2007 FINAL PROGRESS REPORT Description LS 4 Traffic Signal Poles/Mast Arms (Tempe - PO is completed) LS 5 Traffic Signal Poles/Mast Arms (Tempe – PO is completed) Contract/Budget Amount Total Payments $ 337,883.00 $ 336,247.85 $ 941,912.82 $ 859,942.43 Issues and Solutions • None. Construction Photographs Traffic Signal Poles and Mast Arms being issued to Line Section 3 Contractor Page 84 Traffic Signal Poles and Mast Arms being issued to Line Section 3 Contractor MAY 2007 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 installation of the machine is now underway and is more than 90 percent complete. Cost and Schedule – Variance Analysis • Wheel profiling machine activities remain on schedule and within budget at this time. Issues and Solutions • None. Page 85 MAY 2007 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. Page 86 MAY 2007 FINAL PROGRESS REPORT Progress • Milestone 1 Progress - Complete. • Milestone 2 Progress - Complete. • Milestone 3 Progress - Awaiting completion of Preliminary Design Review re-submittals from the Contractor. • Milestone 4 Progress - Continuing preparation of Final Design Submittals. Cost and Schedule – Variance Analysis • Master Baseline Schedule has been approved with comments. These review comments shall be incorporated into the next Monthly Progress Update Report. Issues and Solutions • Ticket Validator Requirements. Contractor design continues to reflect non-conformance with contract requirements. Currently discussing ticket validator design issues with Contractor. • Ticket Vending Machine Servicing Envelope. concurrence of the revised layouts. Page 87 Continuing to await Contractor's MAY 2007 RAIL PROGRESS REPORT Description: PE/PA: Contractor: Resident Engineer: Fare Collection Machines Arkady Bernshtryn Scheidt & Bachmann USA, Inc. Thomas Klings Data Through: N/A 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 $0 $0 $7,100,012 $443,735 $0 $0 $7,100,012 $1,600 $7,101,612 0.0% 6.2% 0.0% N/A N/A $574,535 $574,535 100.0% $0 $0 $0 $7,100,012 $1,590 $0 $0 $7,100,012 $0 $7,100,012 0.0% 0.0% 0.0% N/A N/A Monthly Performance Measures 92.5% of Budget Contingency 7.1 Forecast/Actual Executed CO Pending CO 0.6 7.1 $0.0 0.0 0.0 0.4 0.0 6.0 0.6 Dollars in Millions Conti Contingency Expended 0.0 5.0 4.0 $7.1 $7.1 3.0 0% of Planned 2.0 100.0% Remaining 1.0 $0.6 $0.4 $0.0 0.0 Total Contract Budget Forecast at Completion Planned Work to Completed Work Date to Date Fare Collection Machines Through May '07 Page 88 $0.0 Contingency Available Contingency Expended MAY 2007 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 of 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 23 with KI on December 5th and 6th, 2006. The next review is scheduled for June 2007. The main topics for presentation by KI and discussion in December 2006 were: special tools; spare parts; operator training course; application; closing open items; and vehicle delivery schedule. Page 89 MAY 2007 FINAL PROGRESS REPORT • Final assembly began at the OMC mid-February 2007. • Changes for an Overhead Catenary System (OCS) Surveillance Camera Installation on two cars and an Automatic Passenger Counting System (APC) for the fleet are processed. • The following describes ongoing METRO resident inspection, quality assurance, manufacturing monitoring, and site surveillance activities at the Kinki Sharyo factory in Osaka Japan (KS-J) during June 2007: • o LRV Mass Production – 50 Trains are now in production. o An inspection of the interior is being performed and ongoing. No defects noted. o An inspection of the exterior paint and finish is being performed and ongoing. No defects noted. o A visual and dimensional inspection of underframe and car body was performed and ongoing. The dimensions were within tolerance, but defects were noted during the inspection. No defects remained after rework and re-inspection. o Concealment inspections were witnessed in two stages each for cars 136 and 138. All noted defects were repaired. No defects remain. o KS-J advised that a new rubber seal will be installed on the front headlights to improve the water tightness. METRO resident inspections in Phoenix final assembly: o 12 Vehicles are in final assembly at the MOE. o LRV 101 thru 119 arrived at the OMC between December 2006 and April 2007. KI and METRO have just reached an agreement on two significant changes to the contract that affect activities that will be starting in the coming months. KI will perform vehicle final assembly in the OMC and KI will perform single car running tests on car 101 on METRO’s designated test track. As documented in change order Number5, the test track will be available on or before April 1, 2007. o Cars 101 thru 124 were shipped from Osaka and will arrive at the OMC for final assembly. Truck frames and components were also shipped from Osaka to Phoenix for final assembly. 36 trucks have been built for the 12 cars in final assembly. o Telephone, email and drawing exchange continue between KSJ and KI on carbody issues, testing procedures and schedules, subsystem interfaces and equipment mounting, interior design and equipment installation, systems application issues, material shipments, production schedule and CDRL items. The underfloor cross beam welding issues have been addressed and weld modifications are done or ongoing from cars 107 and above. Kinkisharyo Japan has sent a team to the United States and repairs 103 – 106 are completed. This welding issue is completed on the entire fleet. Page 90 MAY 2007 FINAL PROGRESS REPORT Cost and Schedule – Variance Analysis • No perceptible cost or schedule variance. Car delivery remains on schedule sufficient to meet the needs of the overall program. Contract remains within budget. Issues and Solutions • Elin is investigating gear box noise at their US manufacturing plant and here at the OMC. METRO is waiting for engineering reports. Construction Photographs Vehicle Assembly Truck Assembly Vehicle on in-shop hoist Page 91 MAY 2007 RAIL PROGRESS REPORT 3.7.1 Light Rail Vehicles Steve Bethel Kinkisharo International John Swanson Description: PE/PA: Contractor: Resident Engineer: April 30, 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 Total $114,654,076 $40,050,160 $154,704,236 $2,221,380 $0 $2,221,380 $0 $0 $0 $116,875,456 $40,050,160 $156,925,616 $63,481,986 N/A $63,481,986 $45,752,157 N/A $45,752,157 $45,799,763 N/A $45,799,763 $71,075,693 N/A $71,075,693 $0 N/A $0 $116,875,456 $40,050,160 $156,925,616 39.2% N/A N/A 54.3% N/A N/A 39.1% N/A N/A 0.72 N/A N/A 1.00 N/A N/A $4,768,489 $2,135,840 $6,904,329 $2,547,109 $2,135,840 $4,682,949 53.4% N/A 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) $114,654,076 -$34,296 $0 $116,875,456 $6,982,232 $5,991,615 $5,933,460 $110,941,996 $0 $116,875,456 5.1% 54.3% 54.3% 1.00 1.00 $4,768,489 $2,547,109 53.4% Total = $119.4 x Budgeted/Planned Total 120.0 $4.8 Forecast to Complete Total = $116.9 $0.0 $154,704,236 -$34,296 $0 $156,925,616 $6,982,232 $5,991,615 $5,933,460 $110,941,996 $0 $156,925,616 N/A N/A N/A N/A N/A $6,904,329 $4,682,949 N/A Monthly Performance Measures 97.9% of Contingency Forecast/Actual Budget 114.7 4.8 Executed CO 114.7 Pending CO 2.2 0.0 $2.2 110.0 Plann Completed 100.0 Work to Date 63.5 45.8 Cont 90.0 Contingency Expended Dollars in Millions $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 4.8 2.2 80.0 70.0 60.0 $114.7 72.1% of Planned $114.7 50.0 40.0 $63.5 30.0 53.4% Remaining $45.8 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 May '07 Note: COP Funded Data unavailable, performance date and graph represent only the Federal 5309 portion Page 92 Contingency Available $2.2 Contingency Expended MAY 2007 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 Maintenance and Storage Facility (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 electrical rough-in at Signal Buildings Number 1 and 2. o Irrigation and landscaping nearly complete at Signal Building Number 4. o Installed signal rack equipment at Signal Building Number 6. Page 93 MAY 2007 FINAL PROGRESS REPORT o • Signaling System o • • Completed all Factory Acceptance Testing for the Signaling System. Communications System o Subsystem Final Design Submittals have been approved. Awaiting Site Specific Book of Plans Final Design Submittals. o Contractor preparing documentation to Support Communication System Factory Acceptance Testing during the week of June 11th. o Performed site visit of South Mountain Radio Site. o Performed Joint Walkthrough of Milestone 1B. OCC Build Out o • Set Signal Cases at Washington Street, 1st Street/UPRR, Mission Palms, Macayo's/AWA, and University Grade Crossing Sites. Mechanical system functional. Currently performing punchlist activities. Coordinating with other Contracts o LS5 - UPRR/1st Crossing. Installed Cantilever, Gate, and Pedestrian Flasher/Gate. Terminated signal cables for 1st Street/UPRR Crossing Case. Ready for UPRR interfaces. o Station Finishes. Scheduling coordination of turnover and access activities between Station Finishes Contractor and Signals and Communications Contractor. Cost and Schedule – Variance Analysis • The contract is in the advanced 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 four signal buildings and two shared substations, architectural work at the OCC, track bonding at OMC Yard, LS4 Yard Entrance and some mainline track areas, and signaling equipment installation at the OMC Yard Entrance and at some intersections in Tempe. Issues and Solutions • Fiber and Microduct Installation. MEC procurement for blowing demonstration of microduct fiber has been postponed until August 2007 due to material procurement issues. Page 94 MAY 2007 FINAL PROGRESS REPORT Construction Photographs Signal Building Number 4 Completed Irrigation and Landscaping Signal Building Number 6 Installation of Metal Fencing 1st/UPRR - Installation of Cantilever Washington - Setting Signal Case Mill Pocket - Installing Impedance Bonds OCC - Terminating Generator Cables Page 95 MAY 2007 RAIL PROGRESS REPORT 3.7.4 Signals & Communications Leslee O' Conell Mass Electric Steve Kyauk Description: PE/PA: Contractor: Resident Engineer: April 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 $1,252,611 $0 $38,729,373 $22,369,618 $15,816,478 $16,076,364 $22,653,009 $0 $38,729,373 41.5% 57.8% 40.8% 0.71 0.98 $2,308,000 $1,055,389 45.7% CNPA $1,480,805 $417,561 $0 $1,898,366 $257,968 $82,970 $30,000 $1,868,366 $53,000 $1,951,366 1.6% 13.6% 4.4% 0.32 2.77 $111,942 -$305,619 -273.0% Total $38,957,567 $1,670,172 $0 $40,627,739 $22,627,586 $15,899,448 $16,106,364 $24,521,375 $53,000 $40,680,739 39.6% 55.7% 39.1% 0.70 0.99 $2,419,942 $749,770 31.0% 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 $73,250 $0 $38,729,373 $1,152,480 $742,880 $758,114 $37,971,259 -$53,455 $38,675,918 2.0% 3.0% 1.9% 0.64 0.98 $2,308,000 $1,055,389 45.7% N/A $0 $0 $1,898,366 $32,414 $0 $0 $1,898,366 $0 $1,898,366 0.0% 1.7% 0.0% 0.00 N/A $111,942 -$305,619 -273.0% N/A $73,250 $0 $40,627,739 $1,184,894 $742,880 $758,114 $39,869,625 -$53,455 $40,574,284 1.9% 2.9% 1.8% 0.63 0.98 $2,419,942 $749,770 31.0% Total = $41.4 x Budgeted/Planned 45.0 Total Forecast at Completion 40.0 Total = $40.7 Monthly Performance Measures Contingency 0.1 98.3%39.0 of Budget Forecast/Actual 39.0 $2.4 Plann Completed Work to Date $1.7 1.7 0.1 22.6 15.9 35.0 Dollars in Millions Executed CO Pending CO 2.4 Conti Contingency Expended 30.0 2.4 1.7 25.0 20.0 $39.0 70.3% of Planned $39.0 31.0% Remaining 15.0 $22.6 10.0 $15.9 5.0 $2.4 $1.7 0.0 Total Contract Budget Forecast at Completion Planned Work to Completed Work Date to Date S&C Contract Through May '07 Page 96 Contingency Available Contingency Expended MAY 2007 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 850 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 and testing. Progress • Traction Power Substation Number 1 o • Traction Power Substation Number 2 o • Landscaping progressed. Landscape and irrigation installations progressed. Traction Power Substation Number 3 o Application of di-electric floor has been completed and tested. Page 97 MAY 2007 FINAL PROGRESS REPORT • • • • o Installation of structural steel beam, roof, metal stud framing, and parapet wall has been completed. o Installation of the HVAC System commenced. o Application of Sprayed Fire Resistive Material (SFRM) has commenced. Traction Power Substation Number 5 o TPSS Equipment installation progressed. o Conduit and Cable Tray installation progressed. Traction Power Substation Number 6 o Installation of HVAC System progressed. o Installation of Interior Lighting progressed. o Installation of cables for TPSS Equipment progressed. Traction Power Substation Number 7 o Interior rough-in activities progressed. o Installation of wall-mounted TPSS equipment progressed. o Installation of HVAC System progressed. Traction Power Substation Number 8 o • Traction Power Substations Number 9, 15, and 16 o • • • Concrete placed for building stoops. No work performed. Punchlist has been created. These substations are currently being used by the Vehicle Manufacturer to supply power for vehicle testing. Traction Power Substation Number 10 o TPSS Equipment installation progressed. o Installation of HVAC System progressed. o Formwork and rebar placed for the building stoops. Traction Power Substation Number 11 o Concrete placed for building stoops. o Rectifier-Transformer has been delivered. Traction Power Substation Number 13 o Concrete placed for building slab and stemwall. Page 98 MAY 2007 FINAL PROGRESS REPORT o • Installation of manholes progressed. Overhead Contact System o OMC Yard and Test Track (Wire Runs 35 through 38). ƒ o LS4 Washington Street from east of 56th Street to east of Center Parkway (Wire Runs 39 and 40). ƒ o • Installation of OCS Poles commenced. Site Access/Permits o TPSS Number 12 (McClintock Park-and-Ride). Permits have been issued for both the grading and drainage and the building. Tempe has requested that the TES Contractor construct an 8-foot CMU wall along the south and east sides of the TPSS site. A site plan is being developed to show this change. The size and locations of the wall footer necessitates that the footer be installed prior to construction of the building. o TPSS Number 14 was resubmitted to Mesa Building Safety on May 24, 2007. It is expected that a permit will be available by mid to late June to allow the contractor to begin work. Milestone Completion Status o • OCS has been installed. Regulation of wire is in progress. LS5 1st Street to Rural Road (Wire Runs 43 to 46) ƒ • Punchlist work is being performed on an ongoing basis. The following Milestones have been granted Substantial Completion. ƒ Milestone 5A – Deliver Draft O&M Manuals. ƒ Milestone 7 – TPSS Number 7. ƒ Milestone 8 – TPSS Number 1. ƒ Milestone 3C – Wire Runs 35 through 38. ƒ Milestone 1A – OMC North Yard, Shop and Yard Lead. ƒ Milestone 6 – Completion of Remaining TES Work at the OMC. Coordination with other Contracts/Entities o Ongoing coordination meetings are being held with the Facility Contractors on an asneeded basis. Page 99 MAY 2007 FINAL PROGRESS REPORT Cost and Schedule – Variance Analysis • The contract is in the final stages of design, procurement and material delivery. Field construction progress to date has included the civil and architectural parts of fourteen of the sixteen traction power substations, TPSS electrical equipment installation in eleven of the traction power substations, OCS components installation in the OMC yard, OMC shop and Line Section 4 Test Track areas, and start up testing and commissioning at the OMC and Line Section 4 Test Track. Issues and Solutions • Mitigation Schedule. A change order which revises the milestone and access dates has been sent to the Contractor for signature. A revised mitigation schedule based on these dates is currently being created by the contractor. Construction Photographs TPSS Number 2 – Installation of Irrigation System LS4 – Contact Wire Installation (WR 40) First Shipment of Copper Poles Received LS5 – Installation of OCS Poles (WR 43 and 44) Page 100 MAY 2007 RAIL PROGRESS REPORT Description: PE/PA: Contractor: Resident Engineer: 3.7.3 Traction Electrification Systems Alan Friend Mass Electric Corporation Ron Wong April 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 $1,058,630 $0 $57,739,633 $32,819,993 $31,300,670 $31,255,972 $26,483,661 -$39,842 $57,699,791 54.1% 56.8% 54.2% 0.95 1.00 $3,721,000 $2,662,370 71.5% 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 $502,870 $0 $57,739,633 $1,534,643 $1,347,031 $1,347,929 $56,391,704 -$513,172 $57,226,461 2.3% 2.7% 2.3% N/A N/A $3,721,000 $2,662,370 71.5% Total = $60.4 Total = $57.7 95.6% of Contingency Forecast/Actual Executed CO Pending CO Budget 56.7 3.7 56.7 1.1 0.0 x Budgeted/Planned Total Forecast $3.7 60.0 at Complete Plann Completed Work to Date Monthly Performance Measures $1.1 32.8 31.3 50.0 3.7 Dollars in Millions Conti Contingency Expended 95.4% of 1.1 Planned 40.0 $0.0 30.0 $56.7 $56.68 20.0 $32.8 71.6% Remaining $31.30 10.0 $3.7 0.0 Total Contract Budget Forecast at Complete Planned Work to Completed Work Date to Date TES Contract Through May '07 Page 101 Contingency Available $1.06 Contingency Expended MAY 2007 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 56 Street. Progress • METRO and consulting staffs are developing test plans and procedures related to track allocation, rail/wheel interface, clearance and LRV dynamic testing. • METRO Operations and Maintenance Personnel (including contractors) and consulting staff have completed numerous walk-throughs of the test track. Similar activities are planned with the City of Phoenix Police Department to finalize the traffic management safety plan. • METRO staff has commenced occupancy of the Operations and Maintenance Center (OMC). • OMC Yard and Test Track Activation Schedule o A Clearance cart was produced by Mass Electric for dynamic clearance testing through out the alignment. o Clearance testing in the OMC yard and test track with the clearance cart is complete. o Live wire testing in the entire yard and test track is complete. o Substation adjustments and interface tests are ongoing with LRV Number 101 and TPSS Number 15 and TPSS Number 9. o High speed testing is ongoing with LRV Number 101 on test track. o Track Allocation meetings are being held every Wednesday at the OMC conference room. o Track Access Training is ongoing every Monday at the OMC. Page 102 MAY 2007 FINAL PROGRESS REPORT Construction Photographs Vehicle testing in the OMC Yard Page 103 Page 104 Duration Start Finish 0 0 0 MSF_2 MSF_3 MSF_6 01AUG04 26DEC08 01JUN07 31MAY07 08:08 0 1,083* 11JAN05A 364* 01JUN06A 276* 29MAY06A 380* 01APR07A © Primavera Systems, Inc. Start Date Finish Date Data Date Run Date LS4_4 LS4_3 LS4_HAM23 Utilities LS4_HAM22 Right of Way Line Section 4 CAR_4 0 0 CAR_3 CAR_1 0 CAR_2 Light Rail Vehicles 0 990* 14SEP04A MSF_5 MSF_1 15NOV06A 29DEC07 30MAY07A 28FEB07A 14APR08 Early Bar Critical Activity Progress Bar 7006 METRO Rail Program Control Central Phoenix/East Valley LRT Project Sheet 1 of 10 Presentation Schedule LS-4 Milestone 1 48th St to 56th St Access for TES/S&C-Trackway Complete Line Section 4 Construction Line Section 4 Utility Relocations Line Section 4 ROW Deliver Rail Cars 107 - 136 (original contract) Deliver Rail Car 101 Deliver Rail Car 103,104,105,106 08DEC06A 31JAN07A Deliver Rail Car 102 MSF Milestone- Project Completion MSF Milestone-MOW Substantial Completion MSF Milestone-MOE Substantial Completion MSF Milestone- Rail Track Substantial 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 05DEC06A 31MAY07 30APR07A 14NOV06A 22AUG06A Operations & Maintenance Center Master Schedule Activity ID Page 105 Right of Way Right of Way 0 0 LS5_8 958* 18JUL05A LS5_5 LS5_4 397* 01MAY06A LS5_HAM23 Utilities LS5_HAM22 253* 29MAY06A 0 LS3_1 Line Section 5 0 LS3_5 0 LS3_6 0 0 LS3_3 LS3_4 0 991* 16MAY05A LS3_2 LS3_CP01 198* 01JUN06A LS3_HAM23 Utilities LS3_HAM22 Start 253* 29MAY06A 0 LS4_1 Line Section 3 0 Duration Activity ID LS4_5 18OCT07* 30MAR07A 01MAR08 01JUN07 05FEB07A 31MAR08* 18DEC07* 14NOV07* 30OCT07* 11OCT07* 11OCT06A 31JAN08 15DEC06A 05FEB07A 29DEC07 21JAN07A Finish Sheet 2 of 10 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 Line Section 5 Utility Relocations Line Section 5 ROW LS-3 - Milestone H Overall Completion LS-3 Milestone C TES/S&C Access Trackway Complete- 7th St to 16th St LS-3 Milestone B TES/S&C Access Trackway Complete - 16th St to 26th St LS-3 Milestone D TES/S&C Access Trackway Complete - Roosevelt to McDowell LS-3 Milestone A TES/S&C Access Trackway Complete - 7th St to Roosevelt LS-3 - Civic Plaza Area Avalable Line Section 3 Construction Line Section 3 Utility Relocations Line Section 3 ROW LS-4 Milestone F Overall Completion LS-4 Milestone 2 44th St to 48th St Access for TES/S&C - Trackway Complete 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 LS5_10 LS5_14 LS5_1 364* 01JUN06A 869* 09NOV05A LS1_HAM23 LS1_3 0 0 LS1_6 LS1_1 250* 01JUN06A 860* 15AUG05A LS2_HAM23 LS2_3 0 0 LS2_55 LS2_4 Utilities 253* 29MAY06A LS2_HAM22 Right of Way Line Section 2 0 LS1_4 Utilities 253* 29MAY06A Start LS1_HAM22 Right of Way Line Section 1 0 Duration LS5_12 Activity ID 26JUN07* 31JAN07A 22DEC07 05FEB07A 05FEB07A 26MAR08 10JAN08* 27SEP07* 26MAR08 30MAY07A 05FEB07A 01MAR08 30NOV07* 30NOV07* 15NOV07* Finish Sheet 3 of 10 Camelback to Farrington LS-2 Milestone GW-1 TES/S&C Access 1st Place Between Earl & Montgomery LS-2 Milestone A Roadway Project LS-2 Contract Duration Line Section 2 Utility Relocations Line Section 2 ROW 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 Milestone B TES/S&C Access Central/Camelback to 19th Ave/Camelback Trackwork Complete Line Section 1 Construction Line Section 1 Utility Relocations Line Section 1 ROW LS-5 - Milestone H Overall Completion E of Dobson to End of Line Unrestricted Trackway Access LS-5 - Milestone F2 TES/S&C Access 101 to 1998+49 (E of Tempe Canal) Track/OCS Unrestricted Trackway Access LS-5 - Milestone D2 TES/S&C Access 1998+49 to 2031+73 E of Dobson Unrestricted Trackway Access LS-5 - Milestone E2 TES/S&C Access 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 LS2_7 LS2_10 LS2_1 0 TTL_3 LS-1 520* 01FEB07A 337* 01MAY07A SF_HAM04 SF_HAM05 PR_HAM01 Park and Ride LS-5 LS-4 595* 23APR07A 158* 14MAR07A SF_HAM03 LS-3 449* 01FEB07A 0 455* 01FEB07A SF_HAM02 LS-2 SF_1 SF_HAM01 SF_2 1,096* 24OCT05A 0 Station Finishes Start 717* 14FEB05A TTL_2 TTL_1 Tempe Town Lake 0 Duration Activity ID LS2_11 07DEC08 01APR08 04JUL08 18AUG07 24APR08 23OCT08 30APR08 23OCT08 25AUG06A 25AUG06A 30NOV06A 30APR08* 25JAN08* 27NOV07* 15OCT07* Finish Station Finishes Construction Sheet 4 of 10 SF, Line Section 1 Park and Ride SF, Line Section 4 SF, Line Section 5 SF, Line Section 3 SF, Line Section 2 Station Finishes - Overall Completion TTL Milestone C Contract Completion TTL Milestone B Bridge Trackway Access Tempe Town Lake Construction LS-2 Milestone J Overall Completion LS-2 Milestone GW-3 TES/S&C Access Osborn to Virginia LS-2 Milestone GW-2 TES/S&C Access Farrington to Osborn LS-2 Milestone GW-4 TES/S&C Access Virginia 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 108 Duration 711 04APR06A Start 0 0 0 SCM2B_2 SCM2A_2 SC_999 10JAN08 10FEB08 50 15AUG07 62 27JUN07 329 27JUN07 25 15AUG07 37 15AUG07 37 14NOV07 37 05DEC07 37 05JAN08 37 30JAN08 SC_1002 SC_2002 SC_2001 SC_2003 SC_2102 SC_2005 SC_2100 SC_3004 SC_2006 LS-2 25 15AUG07 SC_1003 06MAR08 20DEC07 20SEP07 08SEP07 20MAY08 27AUG07 03OCT07 08SEP07 312* 01JUN07 Sheet 5 of 10 S&C, LS-2 Central/Encanto Sta Const S&C, LS-2 Central/Thomas Sta Const S&C, LS-2 Central/Osborn Sta Const S&C, LS-2 Central/Camelback Sta Const S&C, LS-2 Central/Campbell Sta Const S&C, LS-2 Earl X-ovr S&C at LS-1 -19th Ave/Camelback Area Const S&C at LS-1 - 7th Ave/Camelback Area Const S&C, LS-2 Central/Indian School Sta Const S&C, LS-2 Pierson X-ovr Bldg #1 S&C at LS-1 19 & Montebello Area Construction S&C Milestone Area 3 Signals Complete 06JUL08* 07APR08 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 Signal & Communica Center Parkway Station 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 28JUN08* 15MAY08* 15MAR08* 19AUG07 16OCT08 12JUL08 Finish SC_1001 LS-1 0 262* 01DEC06A 1,341* 14FEB05A SC_992 SC_OCC1 SC_001 Contract Summary Signal & Communications CP_HAM01 Contract Summary Center Pkwy Station Activity ID Page 109 19MAY07A 21 01JUN07 21 01JUN07 21 01JUN07 24 01JUN07 28 01JUN07 21 15AUG07 24 15AUG07 24 15AUG07 24 15AUG07 24 19AUG07 24 01SEP07 100 01MAR07A 58 01MAR07A 41 01JUN07 120 15JUN07 41 15AUG07 41 15AUG07 SC_3305 SC_3306 SC_3307 SC_3321 SC_3303 SC_3322 SC_3308 SC_3311 SC_3312 SC_3310 SC_3309 SC_4100 SC_4101 SC_4103 SC_4120 SC_4102 SC_4104 LS-4 24SEP07 21 01JUN07 SC_3304 24SEP07 24SEP07 12OCT07 11JUL07 08JUL07 11SEP07 07SEP07 07SEP07 07SEP07 04SEP07 28JUN07 24JUN07 21JUN07 21JUN07 21JUN07 21JUN07 10DEC07 285* 01MAR07A 12NOV07 Finish SC_3301 Start 586* 06APR06A Duration SC_3300 LS-3 Activity ID Sheet 6 of 10 S&C, LS-4 -Washington & 38th St Station S&C, LS-4 -Washington & 44th St Station S&C, LS-4 -Washington & 44th Transit Ctr S&C, LS-4 -Washington & Priest Station S&C, LS-4 -Washington St x-ovr S&C, LS-4 -TPSS#7 - 27th St x-ovr S&C, LS- 3 Roosevelt/Central Station Const S&C, LS- 3 Jefferson/12th St Station Const S&C, LS- 3 Jefferson/24th St Station Const S&C, LS- 3 Washington/24th St Station Const S&C, LS- 3 Washington/12th St Station Const S&C, LS- 3 McDowell/Central Station Const S&C, LS- 3 VanBuren/Central Station Const S&C, LS- 3 Van Buren/1st St Station Const S&C, LS- 3 Jefferson/3rd St Station Const S&C, LS- 3 Washington/3rd St Station Const S&C, LS- 3 Jefferson/1st Ave Station Const S&C, LS- 3 Washington/Central Station Const S&C, LS- 3 Culver Sig Bldg #2 Const S&C, LS- 3 McKinley Sig Bldg #3 Const 2006 2007 2008 2004 2005 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 110 01AUG08 63 15AUG07 152 15AUG07 100 24OCT07 48 10NOV07 245 01DEC07 68 31DEC07 68 14JAN08 80 11FEB08 SC_5010 SC_5005 SC_5012 SC_5009 SC_5007 SC_5014 SC_5016 SC_5006 0* 01MAY07A SC_M002 0 945* 10APR06A 0 0 TESM10B_2 1,306* 11JAN05A TESM10A_2 TES_001 Contract Summary Traction Electrification FC_013 FC_001 Contract Summary Automated Fare Collection 476* 10JAN06A SC_M003 Operations & Maintenance Center 27DEC07 30 01JUN07* SC_TTL01 12APR08 22FEB08* 08AUG08 09NOV08 09NOV08 30APR07A 30MAY07A 30APR08 21MAR08 07MAR08 31JAN08 13JAN08 16OCT07 30JUN07 15MAR07A 45 01FEB07A 27JUL07 Finish SC_5004 Start 499* 16MAR06A Duration SC_5001 LS-5 Activity ID S&C, LS-5 - 3rd/Mill Station Area Const Sheet 7 of 10 Fare Collection Contract TES New Milestone 10B - Compl TES Work Area 2 TES New Milestone 10A - Compl TES Work Area 1 TES - Contract 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/Price Fwy Station Area Const S&C, LS-5 - Apache/Smith Mart Station Area Const S&C, LS-5 - Apache/McClintock Station Area Const S&C, LS-5 - Main/Syc (Dobson) Station Area Const S&C, LS-5 - Apache/Dorsey Station Area Const S&C, LS-5 - Univ/Rural Station Area Const S&C, LS-5 - 5th/College Station Area Const S&C, TTL Bridge Area Construction S&C, LS-5 - Macayos & AWA Const S&C, LS-5 - Mill Pocket (Misson Palms) Const 2004 2006 2007 2008 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 Page 111 0 TES_999 22JAN08 22JAN08 23JUN08 75 23FEB08 200 07JUL07* 200 07JUL07* 150 26JAN08 TES_1010 TES_2000 TES_2002 TES_2020 184* 12OCT07 100 15NOV07 116* 19DEC07 690* 11JUL05A 669* 01AUG05A 547* 01DEC05A 60 01JAN07A 112 01MAR07A TES_3004 TES_3000 TES_3002 TES_4000 TES_4002 TES_4008 TES_4010 TES_4006 LS-4 22FEB08 470* 16FEB06A TES_2004 05JUN07 05APR07A 12APR08 12APR08 547* 01DEC05A 25MAR08 TES_2006 LS-3 LS-2 07MAY08 75 11JAN08 TES_1090 30JUL07 547* 30JAN06A TES_1002 30JUN07 08AUG08 27JUN08* Finish 695* 05AUG05A Start TES_1000 LS-1 0 Duration Activity ID TESM10C_2 Sheet 8 of 10 TES - LS-4 OCS Construction Wash/Central TES - LS-4 OCS Construction Test Track TES - LS-4 - TPSS# 7 TES - LS-4 - TPSS# 8 TES - LS-4 - TPSS# 9 TES - LS-3 OCS Construction 7th to 16th St TES - LS-3 OCS Construction 16th to 26th St TES - LS-3 OCS Construction 3rd to Roosevelt TES - LS-3 - TPSS# 6 TES - LS-3 -Roosevelt TPSS# 5 TES - LS-2 -OCS Construction TES - LS-2 Indian School TPSS#3 TES - LS-2 Catalina TPSS#4 TES - LS-1 - OCS Construction Central/Camelback to 19th Ave TES - LS-1 - OCS Construction N of Bethany Home to 19th TES - LS-1 - 17th Ave TPSS# 2 TES - LS-1 Montebello TPSS# 1 TES Milestone 10 - Complete TES Work TES New Milestone 10C - Compl TES Work Area 3 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 112 547* 01DEC05A 547* 01DEC05A 547* 01DEC05A 547* 01DEC05A 586* 01DEC05A 110 01JUN07 117 19OCT07 117 19OCT07 110 16NOV07 110 01DEC07 TES_5000 TES_5018 TES_5020 TES_5022 TES_5006 TES_5002 TES_5010 TES_5012 TES_5016 TES_5014 INTTESTA_2 TURNOVER_2 Testing & Startup 60 16MAR08 0 Rail Activation Plan TES_TTL001 64 01NOV06A 333 02NOV06A TES_MSF003 Tempe Town Lake 05APR07A 100 24OCT06A TES_MSF02 14MAY08* 15MAR08* 10MAR07A 05MAY07A 27APR07A 199 12OCT06A TES_MSF01 27APR07A 471* 21MAR06A TES_MSF004 Operations & Maintenance Center 19MAR08 04MAR08 12FEB08 12FEB08 18SEP07 09JUL07 12NOV07 165* 01JUN07* LS-5 Finish Start Duration Activity ID TES_4004 Sheet 9 of 10 TES - LS-5 OCS Const 101 to Dobson TES - LS-5 OCS Const Dobson to EOL Integ.Tests Area 1 -Track, Clearance, TES Turnover Area 1 to VMR Operations 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 McClintock to 101 TES - LS-5 OCS Const Rural to McClintock TES - LS-5 OCS Construction Ash to Rural TES - LS-5 - TPSS# 11 TES - LS-5 - TPSS# 14 TES - LS-5 - TPSS# 13 TES - LS-5 - TPSS# 12 TES - LS-5 - TPSS# 10 TES - LS-4 OCS Construction 25th to 44th St 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 0 16SEP08 OPTTR3_2 31 26NOV08 0 27DEC08 PREREVC_2 0 SFTYCERT_2 PREREV_2 0 INTTESTC_C 60 16SEP08 60 16AUG08 OPTTR6_2 OPTTR4_2 60 16AUG08 0 30 02AUG08 INTTESTD_2 TURNOVER_5 INTTESTC_2 0 60 17JUN08 OPTTR5_2 TURNOVER_4 45 16MAY08 INTTESTB_2 0 Start 124 15MAY08 Duration OPTTR2_2 Activity ID TURNOVER_3 26DEC08 25NOV08* 24NOV08 14NOV08 14OCT08 14OCT08 15AUG08 31AUG08 01AUG08 15AUG08 29JUN08 15SEP08 15MAY08* Finish Sheet 10 of 10 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 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 MAY 2007 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 DBE Disadvantaged Business Enterprise Page 114 MAY 2007 FINAL PROGRESS REPORT 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 MSF 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 OMC Operations and Maintenance Center Page 115 MAY 2007 FINAL PROGRESS REPORT 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 TVM Ticket Vending Machine Page 116 MAY 2007 FINAL PROGRESS REPORT 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