3-EXHIBIT A - Scope of Services.pdf

DOT-RFP-24-4003-CO

EXHIBIT A – SCOPE OF SERVICES

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State of Florida Department of Transportation

EXHIBIT A - SCOPE OF SERVICES

INDEPENDENT COST ESTIMATOR (ICE) SERVICES FOR

FLORIDA DEPARTMENT OF TRANSPORTATION,

DISTRICT FOUR OFFICE

PROJECT LOCATION: SR-869 & SR-9/I-95 ALONG SR-869 & I-95 CORRIDOR

FINANCIAL PROJECT NUMBER: 444201-3-62-02

http://www.fdot.gov/

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1.0 DESCRIPTION

The Florida Department of Transportation (henceforth referred to as the Department or FDOT), requests a qualified Vendor to provide Independent Cost Estimator (ICE) Services related to the SW 10th Street Connector Phased Design-Build (PDB). The Selected Vendor will provide FDOT additional support in developing Production Based Estimates for the Phased Design-Build delivery of the I-95/SW 10th Street Connector Interchange (FPID# 436964-2), the SW 10th Street Connector (FPID# 439891-1), and the SW 10th Street Connector Transportation Systems Management & Operations (TSM&O) (FPID# 439891-5), which combined comprise the SW 10th Street Connector Project (the “Project”).

2.0 PROJECT INTRODUCTION

The Project scope features the new SW 10th Street Connector, the addition of a second northbound and southbound I-95 Express Lane, and new direct connections from northbound and southbound I-95 Express and General-Purpose lanes to the SW 10th Street Connector to and from the west. The I-95 construction limits extend from south of NE 48th Street (MP 22.00) to north of SR 810 (Hillsboro Boulevard) (MP 25.10) in Broward County, for a total distance of approximately 3 miles along I-95. The construction limits within the SW 10th Street corridor extend from the Sawgrass Expressway to east of SW Natura Boulevard, for a distance of approximately 3 miles.

The Project also includes deployment of permanent arterial Intelligent Transportation Systems (ITS) and Connected Vehicle (CV) infrastructure along the following six (6) corridors surrounding SW 10th Street and I-95, including US 1 (SR 5) from Sample Road (SR 834) to Hillsboro Boulevard (SR 810), Dixie Highway (SR 811) from SR 834 to SR 810, Powerline Road (SR 845) from SR 834 to SR 810, US 441 (SR 7) from SR 834 to SR 810, Hillsboro Boulevard (SR 810) from SR 7 to SR 5, and Sample Road (SR 834) from SR 7 to SR 5.

This infrastructure, known as the SW 10th Street Connector TSM&O (“TSM&O”), is to be used as a Smart Work Zone (SWZ) system during construction of the SW 10th Street Connector and I-95 improvements described above. The permanent deployments will remain after construction, which will expand the Department’s established Advanced Transportation Management System (ATMS) and Arterial Management Program (AMP) in Broward County to actively monitor, manage, and improve arterial operations in the region.

As part of this infrastructure, the Adaptive Traffic Control System (ATCS) for Broward County will also be deployed on Hillsboro Boulevard (SR 810), Sample Road (SR 834), and US 441 (SR 7).

A new fiber optic cable communications network will also be deployed along US 1 (SR 5), Dixie Highway (SR 811), Powerline Road (SR 845), Hillsboro Boulevard (SR 810), and Sample Road (SR 834) for Broward County traffic signal interconnection.

The Project completes the I-95 Phase 3 4-lane express lanes corridor and will provide the vital bi-directional free flow connection between the Sawgrass Expressway and I-95. The

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selected Vendor will serve as the Design-Build Firm to collaborate and coordinate with the Department, its representatives, and Project stakeholders to design and construct the Project in phases that are aligned with the Department’s goals and available funding.

3.0 DESCRIPTION OF WORK

3.1. The Project improvements include:

a) Construction of the new SW 10th Street Connector Lanes, as well as the reconstruction of Local SW 10th Street from the Sawgrass Expressway to SW Natura Boulevard.

b) Reconfiguration of the existing I-95 Express and I-95 General Use Lanes from south of NE 48th Street to north of SR 810 (Hillsboro Boulevard), by widening, milling, resurfacing, overbuild, and/or reconstruction, to provide two tolled Express Lanes in each direction. The number of existing I-95 General Use Lanes and Auxiliary Lanes will remain the same.

c) Reconfiguration and reconstruction of the I-95/SW 10th Street Interchange, with the inclusion of direct connection ramps from northbound and southbound I-95 Express and General-Purpose lanes to the SW 10th Street Connector to and from the west.

d) Reconstruction of the NE/NW 48th Street bridge over I-95 and the NE 48th Street roadway approaches.

e) Ramp and terminal intersection improvements at the I-95/Hillsboro Boulevard Interchange, and the replacement of the I-95 bridges over Hillsboro Boulevard.

f) Improvements to the SW 10th Street corridor roadway network:

milling/resurfacing/widening of Powerline Road, reconstruction of East and West Newport Center Drives, including a new roundabout, as well as reconstruction of SW 12th Avenue, FAU Research Park Boulevard, and milling/resurfacing/overbuild and widening of Military Trail and SW Natura Boulevard, and construction of a new access roadway to the Quiet Waters Business Park from westbound local SW 10th Street.

3.2. TSM&O ITS infrastructure and subsystems including:

a) Communications, Electrical Power Distribution, Closed Circuit Television (CCTV) Camera, Vehicle Detection System (VDS), Dynamic Message Signs (DMS), and Connected Vehicle (CV). The TSM&O also includes the Broward County Adaptive Traffic Control System (ATCS) with Transit Signal Prioritization (TSP), Traffic Signal Interconnection via a separate SM FOC backbone, replacement of existing arterial DMS and supporting infrastructure along Hillsboro Boulevard and Sample Road, signal mast assembly replacement at the Hillsboro Boulevard intersections with Deerfield Plaza and NW 41 Way, and modifications and/or expansions of the existing FDOT Regional Transportation Management Centers (RTMC) central systems and equipment as needed.

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3.3. Project Information: www.sw10street.com

a) Phased Design Build procurement information to be found here:

Procurement Development Application - Ad Detail (fdot.gov)

3.4. Prequalification Requirements:

a) Contractor must be qualified under Rule, 14-22, Florida Administrative Code - Work Class(es):

7 - Drainage (all storm drains, pipe culverts, culverts, and other drainage structures).

10 - Flexible Paving 11 - Grading (includes clearing and grubbing, excavation, and embarkment).

15 - Hot Plant-Mixed Bituminous. Course (includes structural and surface courses).

24 - Major Bridge - Curved Steel Girders.

3.5. Professional Team Member Qualified under Rule 14-75, Florida Administrative Code - Work Types:

2.0— Project Development & Environmental (PD&E) Studies 3.1— Minor Highway Design 3.2— Major Highway Design 3.3— Controlled Access Highway Design 4.1.1— Miscellaneous Structures 4.1.2— Minor Bridge Design 4.2.1— Major Bridge Design - Concrete 4.2.2— Major Bridge Design - Steel 5.4— Bridge Load Rating 6.1— Traffic Engineering Studies 6.2— Traffic Signal Timing 6.3.1— Intelligent Trans Systems Analysis & Design 6.3.2— Intelligent Trans Systems Implementation 6.3.3— Intelligent Trans Traffic Engin. Communications 6.3.4— Intelligent Trans Systems Software Development 7.1— Signing, Pavement Marking & Channelization 7.2— Lighting 7.3— Signalization 8.1— Control Surveying 8.2— Design, Right of Way, Construction Surveying 8.3— Photogrammetric Mapping 8.4— Right of Way Mapping 9.1— Soil Exploration 9.2— Geotechnical Classification Lab Testing 9.3— Highway Materials Testing 9.4.1— Standard Foundation Studies 9.4.2— Non-redundant Drilled Shaft Bridge Foundation Studies http://www.sw10street.com/ https://pdaexternal.fdot.gov/Pub/AdvertisementPublic/AdDetail/04/13157/D-B/P/P

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9.5— Geotechnical Specialty Lab Testing 11.0— Engineering Contract Admin. and Management 13.7— Transportation Statistics 14.0— Architect 15.0— Landscape Architect

4.0. OBJECTIVE

The Independent Cost Estimator (ICE) will provide independent cost estimates of the Opinion of Probable Construction Cost as well as the Guaranteed Maximum Price, during the planning and pre-construction phases of the PDB, using production-based methodologies and production-based heavy civil estimating software platforms, for comparison and negotiation with the Design-Build Firm. Opinion of Probable Construction Cost (OPCC) estimates are expected to occur at different milestones during the Planning Phase, followed by the Guarantied Maximum Price (GMP) final negotiations which will occur in the Pre-Construction Engineering Phase. The ICE will use industry standard heavy civil estimating software for producing production-based cost estimates and input/output reports. The ICE will also need access to Microsoft Project and/or Primavera P6 scheduling software to provide an independent construction schedule- at various phases of the PDB.

In advance of preparing the cost estimate, the ICE will meet with the PCB, FDOT, and CEI, to review an Estimate Workbook. The Estimate Workbook will allow the full team to agree on how the estimate will be broken down, thus enabling a more efficient reconciliation of costs between the DB Firm and the ICE. The ICE will provide an independent quantity take-off, and then attend quantity reconciliation meetings with FDOT and the Design-Build Firm.

To minimize quantity uncertainty risk and approach consistent pricing, ICE will work with FDOT to ensure the quantities are accurate, and errors and omissions are minimized.

Once each cost estimate is ready to be submitted, the ICE will provide summary and detailed cost breakdowns and translate production-based estimates into unit prices and submit them in an estimate format, as required by FDOT.

The ICE's responsibility at the OPCC meetings is to gain a common understanding of bidding assumptions including means and methods, equipment, material costs, exclusions, and risk assignment, document those assumptions and advise the Project Team if there are more cost-effective ways of accomplishing the work. Following the OPCC meetings, the ICE and Design-Build Firm will adjust their estimates and resubmit a revised cost estimate to FDOT.

The ICE will be expected to actively participate in risk management. Formal risk workshops are anticipated to coincide with design/constructability reviews and estimating workshops at each pricing milestone. The ICE will participate in weekly risk conference calls as well as provide cost quantification and suggestions of probability when cost-related risks are identified.

The ICE will review and assess the Design-Build Firm's GMP bid/price proposals for recommendation in issuance of a construction Work Package Proposal.

5.0. VENDOR SERVICES

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The Consultant’s Project Scope shall include the following detailed items:

a) Project Management and Administrative Tasks.

i. The ICE Consultant will assign a project manager who will act as the primary point of contact for FDOT. The project manager will manage the Independent Cost Estimating team. Services performed under the project management task include, but are not limited to, supervision of all ICE work performed for this project; quality of work; communication with team members; project accounting, project startup, monthly invoicing; project closeout; and coordination with the FDOT project manager.

ii. Initial Kickoff Meeting – The kickoff meeting will be attended by the Project Manager, Chief Estimator, Senior Estimator, and scheduler. In preparation for the kickoff meeting the ICE Consultant will review plans and other information on the project provided by FDOT.

i. Meeting topics to be covered at the kickoff meeting include:

Introduction to the Project, the Design-Build Firm team, partnering session and the Project Stakeholders.

Presentation of Project elements and scope.

Project schedule and major milestones

Identification of the roles and responsibilities of the team.

Process for design input.

Communication protocols.

Identification of cost management process.

o Cost/pricing development.

o Project risks identification and tracking.

Question and answer session.

b) Project Staff Meetings

It is estimated that the Project Manager, Chief Estimator, and Scheduler will attend Project Staff Meetings as needed. Attendance will help resolve differences in assumptions, logic and/or accuracy between estimates/schedules with FDOT, ICE, and the Design-Build Firm.

c) Design Coordination Meetings

The Project Manager, Chief Estimator, and Scheduler will attend project design coordination meetings as needed. They will be expected to keep the ICE team

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apprised of the design development progress and direction, and to consult weekly with FDOT with input on the design direction. Design coordination meeting attendance will allow the ICE team to remain in close communication with the design team and aware of the project status.

d) Initial Cost Meetings

Before any pricing begins on any Work Package Proposal, the Design-Build Firm, the Department, and the ICE shall meet to discuss and agree on how the ICE will evaluate the GMP for the Work Package Proposal, using the Estimate Workbook as the guidelines. In addition to reviewing the overall fair price strategy, the Design- Build Firm, Department, and ICE will seek agreement with the Design-Build Firm on how certain elements of the price will be handled.

The following issues will be discussed:

a) Definition of fair market price

b) Expectation of design-build cost versus low-bid cost.

c) Labor and equipment rates.

d) Subcontractor quotes and self-performed work.

e) Number of OPCCs and bid submittals.

f) Opinion of Probable Cost of Construction Estimates

a) Prior to the OPCC Meeting, the ICE Consultant will review the construction schedule for reasonableness and validate any assumptions. The schedule will be an efficient representation of the critical path, project phasing, constraints previously identified, and construction scenarios. The schedule may include procurement of long lead items and subcontractor procurement time frames. The schedule will be formatted such that when analyzed in parallel with the cost estimate, they can be easily reconciled.

b) Prior to the OPCC meetings, the ICE consultant and the Design-Build Firm will prepare individual cost estimates based on the 90% design drawings provided by the designer. The estimate shall reflect and be consistent with the agreed upon methods and measurement of payment anticipated for each bid item. Costs NOT TO BE included in the Design-Build Firm/GC Management Price Percentage will be scoped, quantified, and priced discreetly. Construction Management and General Administration (CMGA) Price Percentage will be identified in the estimate. Agreement will be reached regarding allocation of indirect costs and Overhead and Profit into direct costs to arrive at a total unit price for each pay item. Risk allocation and associated contingencies will be updated in the risk register throughout the process.

Mobilization and demobilization pay items will be based on identified scope, quantities, and pricing. The Design-Build Firm and ICE shall provide a narrative report documenting the Basis of Estimate.

Summary of Reports:

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Markups Escalation (if applicable) Overhead Profit Contingency Assumption and clarifications Allowances Exclusions Risk Items

c) All OPCC’s will be submitted to FDOT via an Excel format spreadsheet with bid item descriptions, quantities, and units.

d) The ICE Project Manager, Chief Estimator, and Scheduler will attend the OPCC review meetings to discuss assumptions, exclusions, and allocations associated with unit prices and schedule logic. The differences identified will be discussed at the meeting and documented in meeting minutes. Following the OPCC resolution meeting, the ICE and Design-Build Firm will refine their OPCC cost estimates based on discussion at the meeting and resubmit them to FDOT.

g) GMP Proposal Negotiations

The ICE Representative will attend GMP negotiation meetings, until such negotiations yield an agreement upon GMP between FDOT and the Design-Build Firm.

h) Monthly Schedule Audits

The ICE Consultant will complete monthly schedule audits as requested by FDOT.

The audits will help the project managers look at the baseline schedule for changes and risks as the project moves forward in the preconstruction phase. Each audit will be conducted by an ICE scheduler and a written report of the preconstruction and construction schedules will be submitted at the end of each review.

A narrative report documenting critical assumptions and/or decisions of costing that may impact the fluctuations in pricing adherence may be necessary if there is a large discrepancy between the cost estimates. ICE consultants will provide key negotiating points to assist FDOT.

i) Risk Management

The ICE Project Manager, Chief Estimator, and Scheduler will participate in Risk Mitigation Meetings. The risk register will be kept up to date on each risk status.

This task will result in a Risk Contingency recommendation from the ICE consultant team to FDOT.

j) Plan Set Reviews

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The ICE will review all revised plans and specification packages before and after each milestone meeting and revision. This is to ensure that the quantity uncertainty has been minimized and items eligible for overrun have been identified.

k) Reports

Risk Register, Subcontracting and various other report reviews shall be completed by ICE. To ensure accuracy, ICE will review all Design-Build Firm reports as directed by the FDOT Project Manager.

l) Cost Model Reviews

The ICE will review the Design-Build Firm’s proposed open cost model and will, in writing, make suggestions, recommendations and post questions so that the cost model is ready at the GMP stage. The ICE shall be prepared to compare and review the contractors estimates in an “open book” environment that quantifies means and methodologies, crew productivities, quantities, unit rates, mark-ups for indirect and anticipated fees.

6.0. PERSONNEL STANDARDS

The following job classifications have been defined by the Department:

a) Project Manager – The Project Manager must possess a minimum of 20 years’ experience, including a minimum of five years’ Alternative Delivery experience. The project manager will manage the Independent Cost Estimating team. Services performed under the project management task include, but are not limited to, supervision of all ICE work performed for this project; quality of work; communication with team members; project accounting, project startup, monthly invoicing; project closeout; and coordination with the FDOT project manager. The Project Manager is designated as the Department’s point of contact throughout the Project.

b) Chief Estimator – The Chief Estimator must possess a minimum of 25 years’ experience supervising contractor-style, production-based estimating, along with a knowledge of construction means, methods, and equipment used in major transportation projects. The Chief Estimator will be responsible for the accuracy of the estimates.

c) Senior Estimator – The Senior Estimator must possess a minimum of 15 years’ experience supervising contractor-style, production-based estimating. along with a knowledge of construction means, methods, and equipment used in major transportation projects. The Senior Estimator will be responsible for the production of the estimates in their area of expertise.

d) Estimator – The Estimator must possess a minimum of 10 years’ experience with contractor-style, production-based estimating, along with a knowledge of construction means, methods, and equipment used in major transportation projects, in support of the senior estimators.

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e) Scheduler – The Scheduler must possess a minimum of 10 years’ experience in critical path scheduling (Primavera P-6 preferred), development and analysis on at least three major transportation projects.

f) Administrative Support – Must be skilled at organizing and managing files, typing, editing and general ability to proofread documents. Tasks include, but are not limited to managing and distributing information, taking memos, and maintaining files, sending, and receiving correspondence, scheduling, preparing presentation materials, and creating spreadsheets. Must be knowledgeable in office software, such as Microsoft Office Suite.

g) On-site Personnel - The Project Manager, Chief Estimator, Senior Estimator, Estimators, Scheduler, and administrative support will be required to be available to work from the office that the Design-Build Firm will establish in the vicinity of the project within 30 days of the office being fully functional. Work on-site will be on an as-needed basis.

7.0. PERFORMANCE MEASURES

The following performance measures shall apply to this contract:

a) Deliverables shall be provided no later than the date specified in the Task Work Order unless written approval to change deliverable date is received from the Project Manager prior to the actual deliverable date passing.

b) ICE Consultant shall share with FDOT the Quality Control/Quality Assurance Program and documentation of implementation on all work products prior to submittal. Compliance with the QC/QA Program is a key performance measure.

8.0. MISCELLANEOUS

Due to possible conflicts that may arise, and the Department’s need to have multiple Vendors available for these services, the following conditions shall apply:

a) The awarded Vendor for solicitation DOT-RFP-24-4003-CO is ineligible for award of solicitation DOT-RFP-24-4002-CO.

b) The awarded Vendor for solicitation DOT-RFP-24-4002-CO is ineligible for award of solicitation DOT-RFP-24-4003-CO.

** END OF EXHIBIT A-SCOPE OF SERVICES**

FINANCIAL PROJECT NUMBER: 444201-3-62-02