35919_Final_Attachment B_SOW.docx

ATTACHMENT B

SAMPLE STATEMENT OF WORK AND DELIVERY SCHEDULE

SOLICITATION NOTE: This Attachment B contains a Sample Statement of Work. The selected Proposer shall use the Statement of Work (“SOW”) as a baseline document to develop a proposed SOW which shall identify all Work and Services described in the Mini-RFP and shall address all design considerations and requirements described for the Project. The selected Proposer shall add sufficient detail to Tasks and Deliverables that are included in the Services and omit any not needed for the Project.

Once finalized and approved by ODOT, that document will become the SOW for the WOC for the Project.

Task 1 – Project Management [11010] The purpose of Task 1 is to implement a project management strategy through meetings, schedules, coordination, and project management related deliverables to properly manage the Project between Agency‘s Bridge Design Unit and Consultant.

Task 1.1 – Project Management and Coordination [11020] Consultant shall provide on-going coordination and communication as needed to appropriately manage the Services under the Work Order Contract (“WOC”) and this Statement of Work (“SOW”).

Consultant shall guide and direct the Services and Consultant’s team in conformance with all applicable requirements of the Price Agreement (“PA”), the WOC, this SOW and the Project’s goals and objectives per Project Charter, which will be provided by Agency. Consultant’s Project Manager (“PM”) shall be Consultant’s primary point of contact and shall communicate with Agency regarding the status of the Services being performed, issues or concerns that may impact the Project, and shall conduct monthly check-ins with the Agency Project Manager (“APM”).

Consultant shall provide leadership, direction and control of the Services and maintain communication, and coordination among Consultant’s staff, APM, and Agency staff to facilitate timely, efficient operations for all involved.

Consultant shall monitor progress of the Project and Services including, but not limited to, budget and expenditures.

Consultant shall maintain Project files including, but not limited to: engineering computations, assumptions, estimated quantities with unit costs, meeting agendas and minutes, exhibits, progress reports, correspondence and memoranda. Compiling the Project files must be an ongoing task, commencing upon receipt of the notice to proceed (“NTP”), and incorporating documents as they are generated throughout the Services for this Project. Unless otherwise indicated, Project files must be saved in an appropriate Agency assigned ProjectWise folder. All documents must conform to standardized naming conventions from the ProjectWise Naming Tool or the ProjectWise Document Naming Tool Search document in the ProjectWise standards folder. Refer to the ODOT Partners ProjectWise External User Manual found within the ProjectWise document management system, and ODOT Partners ProjectWise External User Manual Exhibit L for additional information.

Task 1.2 – [11030] [RESERVED] Task 1.3 – Project Schedule and Schedule Updates [11040] [RESERVED] Task 1.4 – Meetings [11050] Agency will prepare for, lead, and facilitate meetings as identified in the subtasks below.

Consultant shall verify Consultant staff member and subconsultant meeting attendance with APM in writing (email acceptable).

Task 1.4.1 – Kick-off Meeting [11060] [RESERVED] Task 1.4.2 – Computer-Aided Design (“CAD”) Team Meetings [11070] Consultant shall verify Consultant staff member and subconsultant meeting attendance with APM in writing (email acceptable) for the following team meetings:

CAD Team Meetings Consultant’s Lead CAD Technician shall participate in up to 3 CAD team meetings.

CAD Team Meetings will be held virtually either via teleconference or video conference, unless otherwise required by APM. If APM requires in-person meetings, the meetings will be held at Agency’s Region 1 Tech Center in Tualatin and Consultant’s Lead CAD Technician shall attend in person. Meetings will last no more than 2 hours, not including travel time for in-person meetings. Agency will determine the schedule of the meetings during the course of the Project.

Task 1.4.3 – Project Coordination Meetings [11080] [RESERVED] Task 1.4.4 – Project Subteam Meetings [11090] Consultant shall facilitate meetings to coordinate design efforts by applicable technical resources (“Subteam”). Consultant staff shall attend each Subteam meeting. Subteam meetings will be held at the discretion of the APM. Consultant shall verify Consultant staff member and subconsultant meeting attendance with APM in writing (email acceptable).

Subteam meetings for this project include, at a minimum, but are not limited to:

Design Checking Coordination Meetings Consultant’s Design checking core team, consisting of up to 3 staff, shall participate in up to 3 design checking coordination meetings.

Design Coordination Meetings will be held virtually either via teleconference or video conference, unless otherwise required by APM. If APM requires in person meetings, the meetings will be held at Agency’s Region 1 Tech Center in Tualatin and Consultant’s staff shall attend in person. Meetings will last no more than 2 hours, not including travel time for in-person meetings. Agency will determine the schedule of the meetings during the course of the Project.

Quality Control (“QC”) Coordination Meetings Consultant’s QC checking core team, consisting of up to 3 staff, shall participate in up to 3 QC checking coordination meetings.

QC Coordination Meetings will be held virtually either via teleconference or video conference, unless otherwise required by APM. If APM requires in person meetings, the meetings will be held at Agency’s Region 1 Tech Center in Tualatin and Consultant’s staff shall attend in person. Meetings will last no more than 2 hours, not including travel time for in-person meetings. Agency will determine the schedule of the meetings during the course of the Project.

Load Rating (“LR”) Coordination Meetings Consultant’s LR checking core team, consisting of up to 2 staff, shall participate in up to 2 LR Coordination Meetings.

LR Coordination Meetings will be held virtually either via teleconference or video conference, unless otherwise required by APM. If APM requires in-person meetings, the meetings will be held at Agency’s Region 1 Tech Center in Tualatin and Consultant’s staff shall attend in person. Meetings will last no more than1 hour each, not including travel time for in-person meetings. Agency will determine the schedule of the meetings during the course of the Project.

Task 1.4.5 – Project Site Visit Meetings [11100] [RESERVED] Task 1.4.6A – Mobility Advisory Committee Meetings (“MAC”) [11110] [RESERVED] Task 1.4.6B – Mobility Advisory Committee Meetings (“MAC”) [11110] [RESERVED] Task 1.4.7 – Design Verification Workshop (“DVW”) [11120] [RESERVED] Task 1.4.8 – Cost Risk Assessment (“CRA”) [11130] [RESERVED] Task 1.4.8.1 – Pre-CRA Workshop Activities [11140] [RESERVED] Task 1.4.8.2 –CRA Workshop Preparation Meeting [11150] [RESERVED] Task 1.4.8.3 –CRA Workshop [11160] [RESERVED]Task 1.4.9 – Design Acceptance Workshop (“DAW”) [11180] [RESERVED] Task 1.4.10 – Preliminary Plans Review Meeting [11190] [RESERVED] Task 1.4.11 – Advance Plans Review Meeting [11200] [RESERVED] Task 1.4.12 – Final Plans Review Meeting [11210] [RESERVED] Task 1.4.13 – Pre-PS&E Package Submittal Meeting [11220] [RESERVED] Task 1.4.14 – PS&E Review Meetings [11230] [RESERVED] Task 1.5 – Risk Management [11260] [RESERVED] Task 1.6 – Value Engineering (“VE”) Study [11290] [RESERVED] Task 1.7 – Construction Risk Management Transition [11360] [RESERVED] Task 1.8 – Quality Assurance/Quality Control [11370] Consultant shall perform Quality Assurance (“QA”) to coordinate and manage Quality Control (“QC”) reviews before submittal of plans, design revisions and computations, estimates, and other deliverables in conformance with Consultant’s approved Quality Plan on file with Agency. Consultant shall coordinate between design disciplines so that the design is in conformance with applicable Agency design standards (in place at time of Project), and that prior review comments have been incorporated into the design.

Task 1.8.1 – Quality Assurance [RESERVED] Task 1.8.2 – QA/QC Quality Reviews [11390] Consultant shall perform discipline-specific quality reviews on deliverables identified in Agency’s Discipline Quality Plans, as available at ODOT’s Project Delivery QA/QC Program Website [see WOC Exhibit C, Section B list (“Section B list”)]. Consultant shall conduct reviews in accordance with the Consultant Quality Plan approved by Agency’s quality program. Consultant shall maintain a decision log capturing project design decisions.

Per Agency’s quality program (see Section B list), Consultant shall submit quality records documenting the quality review to Agency to support the defined deliverables included in the Project. Consultant shall store quality records in the ProjectWise discipline folders, creating sets linking to those quality records in the 7_quality folder. Quality reviews may be required for, but not be limited to:

· Action item and decision log

· Certification of deliverables in accordance with the approved Consultant Quality Plan

Task 2 – Project Initiation [12010] [RESERVED] Task 3 – Planning Services [13010] [RESERVED] Task 4 – Scoping [14010] [RESERVED] Task 5 – Survey [15010] [RESERVED] Task 5.1 – Project Control [15020] [RESERVED] Task 5.2 – Control, Recovery, and Retracement (“CRR”) [15030] [RESERVED] Task 5.3 – Topographic Data and Basemap [15050] [RESERVED] Task 5.4 – [15070] [RESERVED] Task 5.5 – Monumentation Surveys [15080] [RESERVED] Task 5.6 – Right of Way (“ROW”) Engineering (Mapping and Descriptions) [15090] [RESERVED] Task 5.7 – Staking [15160] [RESERVED] Task C5.8 – Pre-Construction Survey [15170] [Contingency Task, see Section F] [RESERVED] Task 5.9 – Survey Design Coordination [15180] [RESERVED] Task 5.10– Survey Quality Reviews [15190] [RESERVED] Task 6 – Environmental Services [15310] [RESERVED] Task 7 – Public Involvement – Public Information – Public Engagement [18510] [RESERVED] Task 8 – Utilities Coordination [19010] [RESERVED] Task 8.1 – Utility Location and Coordination [19020] [RESERVED] Task 8.2 – Utility Report [19030] [RESERVED] Task 8.3 – Utility Coordination Meetings [19050] [RESERVED] Task 8.4 – Utility Relocations [19060] [RESERVED] Task 8.4.1 – Utility Notices [19070] [RESERVED] Task 8.4.2 – Utility Constraints Notice [19080] [RESERVED] Task 8.4.3 – Review Utility Relocation Plans and Relocation Time Requirement Letters [19090] [RESERVED] Task C8.4.4 – Master Relocation Plan [19095] [RESERVED] Task C8.5 – Utility Reimbursement [19100] [RESERVED] Task 8.6 – Add Work Agreements [19130] [RESERVED] Task 8.7 – Utility Special Provisions [19160] [RESERVED] Task 8.8 – Utility Certification [19170] [RESERVED] Task 8.9 – Utilities Design Coordination [19180] [RESERVED] Task 8.10 – Utilities Coordination Quality Reviews [19190] [RESERVED] Task 9 – Geotechnical, Geologic, and Hazardous Materials Services [20010] [RESERVED] Task 10 – Pavement Design Services [21010] [RESERVED] Task 11 – Hydraulics and Stormwater [22010] [RESERVED] Task 12 – Roadway Design [23010] [RESERVED] Task 13 - Railroad Coordination and Support [24010] [RESERVED] Task 14 – Bridges and Structures Design [24210] Task 14.1 – Bridge Design [24220] Consultant shall perform the following bridge design scope, as amended:

Bridge Design Category - Bridge Modernization

· Structure No. 24318 (Hwy 2WB over RR_MP64.13) – proposed skewed 4-span horizontally curved steel girder bridge Consultant shall perform the CAD services that include, but are not limited to:

· Create CAD drawings, which include drafts of drawings throughout design development,

· Create Final CAD MicroStation CONNECT or OpenBridge Modeler files,

· Provide review plans at each project development milestone,

· Perform Project plan revisions during construction contract advertising.

Consultant shall perform all drafting in the Project Design Phase beginning with DAP Plans and through Construction.

CAD drafting must be according to the ODOT Bridge CAD (“BCM”) Manual. Consultant shall use MicroStation CONNECT or OpenBridge Modeler software and Agency’s template files and libraries. Consultant shall provide draft PDFs without redlines to Agency. Consultant shall also provide redline markup PDFs for plan development to the Agency Bridge Designer as determined by APM during the development of the plan set.

Consultant shall prepare a minimum of 44 CAD drawings. Review plans from the list of sheets are produced in the Preliminary Design Phase (Task 14.1.3.1) and then updated throughout Task 14.1.3.4. Consultant shall provide Agency with the final MicroStation or OpenBridge Modeler files used to produce the drawings. An estimated sheet list is provided below:

For the replacement for Structure No. 24318 (Hwy 2WB over RR_MP64.13):

1. Plan and Elevation

1. General Notes

1. Stage Construction

1. Pour Sequence

1. Footing Plan

1. Deck Plan 1

1. Deck Plan 2

1. Typical Deck Section

1. Thickened Deck and Joint Details

1. Steel Framing Plan 1

1. Steel Framing Plan 2

1. Longitudinal Girder Elevation 1

1. Longitudinal Girder Elevation 2

1. Longitudinal Girder Elevation 3

1. Longitudinal Girder Elevation 4

1. Longitudinal Girder Elevation 5

1. Girder Camber Details 1

1. Girder Camber Details 2

1. Girder Splice Details 1

1. Diaphragm Details 1

1. Diaphragm Details 2

1. Bent 1 Plan and Elevation

1. Bent 1 Section

1. Bent 1 Wingwall Details

1. Bent 2 Plan and Elevation

1. Bent 2 Section

1. Bent 3 Plan and Elevation

1. Bent 3 Section

1. Bent 4 Plan and Elevation

1. Bent 4 Section

1. Bent 5 Plan and Elevation

1. Bent 5 Section

1. Bent 5 Wingwall Details

1. Column and Drilled Shaft Details

1. Bearing Details 1

1. Bearing Details 2

1. Bridge Rail Details 1

1. Bridge Rail Details 2

1. Bridge Rail Details 3

1. Bridge Drainage System

1. Miscellaneous Aesthetic Details 1

1. Miscellaneous Aesthetic Details 2

1. Miscellaneous Details 1

1. Miscellaneous Details 2

Consultant shall provide a phased Class 1 (independent structural calculations) Check of the replacement for Structure No. 24318 (Hwy 2WB over RR_MP64.13) according to ODOT’s Bridge Design Manual (“BDM”) and BCM. The Class 1 Check must start in DAP as the designer(s) completes design of bridge elements. The Class 1 Check must be tracked using an excel file located in ProjectWise.

Consultant shall compile a separate calculation book for each structure. Consultant shall check:

· Structural Calculations

· Plan Sheets

· Specifications

· Quantity and Cost Estimate

· Proposed Construction Schedule

· Checkers Calculation Book Consultant shall coordinate, as required, with Agency staff to complete the required checking duties. Consultant shall document checking comments and discussions in a comment log provided by the Agency.

Project Milestone Schedule (subject to change) due dates to Region:

Task 14.1.1 – Bridge Design Verification Package [24230] [RESERVED] Task 14.1.1.1 – Bridge DVP Coordination [24240] [RESERVED] Task 14.1.1.2 – Bridge DVP Design Quality Reviews [24250] [RESERVED] Task 14.1.2 – Bridge Design Acceptance Package (“DAP”) Design Phase [24260] Task 14.1.2.1 – Bridge Type, Size, and Location Package (“TS&L Package”) [24265] [RESERVED] Task 14.1.2.1.1 – Bridge TS&L Report [24270] [RESERVED] Task 14.1.2.1.2 – Bridge Strategy Memo [24280] [RESERVED] Task C14.1.2.1.3 – Bridge Design Deviations and Roadway Design Exceptions [24290] [RESERVED] Task 14.1.2.2 – Bridge DAP Design [24300] Consultant shall prepare DAP Plans and details based on Agency’s bridge design. Consultant shall provide the DAP Plans for the Agency’s DAP Plans Package. Agency will compile the overall DAP Plans Package.

Consultant shall prepare Checker structural calculations, as described in the ODOT Bridge Design Manual (see Section B List), for deck and superstructure members.

Task 14.1.2.3 – Bridge DAP Design Phase Coordination [24310] [RESERVED] Task 14.1.2.4 – Bridge DAP Design Phase Quality Reviews [24320] [RESERVED] Task 14.1.3 – Bridge Plans, Specifications, and Estimate (“PS&E”) Design [24330] Task 14.1.3.1 – Bridge Preliminary Design [24340] Consultant shall prepare Preliminary Plans and details based on Agency’s bridge design. Consultant shall provide the Preliminary Plans for the Agency’s Preliminary Plans Package. Agency will compile the overall Preliminary Plans Package.

Consultant shall prepare Checker structural calculations, as described in the ODOT Bridge Design Manual (see Section B List), for substructure members.

Task 14.1.3.2 – Bridge Advance Design [24350] Consultant shall update Preliminary Plans and details to incorporate changes and comments from Agency’s Preliminary Plans reviews. Consultant shall provide the Advance Plans for the Agency’s Advance Plans Package. Agency will compile the overall Advance Plans Package.

Consultant Checkers shall provide comments and red-line mark-ups of Preliminary Plans and Special Provisions. Consultant Checkers shall prepare an independent quantities calculation and cost estimate.

Task 14.1.3.3 – Bridge Final Design [24360] Consultant shall update Advance Plans and details to incorporate changes and comments from Agency’s Advance Plans Package reviews. Consultant shall provide the Final Plans for Agency’s Final Plans Package suitable for advertisement and bidding. Agency will compile the overall Project contract documents for the construction solicitation.

Consultant Checkers shall perform final check of Plans, Specifications and Estimate (“PS&E”).

Task 14.1.3.4 – Bridge PS&E Design [24370] Consultant shall provide to Agency the Digital Plans for the PS&E Package. Agency will compile the overall PS&E Package.

As directed by Agency, Consultant shall update PS&E Plans and details to incorporate changes generated from the advertising and construction process. Agency anticipates a minimum of 15 plan sheet revisions taking 3 hours each.

Task 14.1.3.5 – Bridge Design Load Rating [24380] Consultant shall perform a load rating for the final design state of the Bridge and provide a Load Rating Calculation Book.

Consultant shall perform the load rating based on the Bridge design shown in the Final Plans submission. Agency anticipates the following elements will require rating:

New structure: Structure No. 24318 (Hwy 2WB over RR_MP64.13)

· Fifteen (15) unique girder line (interior)

· Zero (0) similar girder line (exterior)

· Five (5) unique crossbeam (No Similar bents) Consultant shall perform load rating in conformance with the Load and Resistance Factor Rating (“LRFR”) procedures and software in the ODOT LRFR Manual (the current edition at the time of performance of the load rating work, see Section B list), including reference standards incorporated into LRFR Manual Section 1.3.1.

Consultant shall use ODOT LRFR Manual, resources, templates, and procedures (see Section B list).

Consultant shall:

· Perform load rating calculations reflecting the structural condition of the Bridge including decay, section loss, damage, cracking, and misalignment of members as the ODOT LRFR Manual describes.

· Prepare preliminary files using PTC Mathcad 15 or Mathcad Prime 4.0 (or compatible with version used by Agency). Consultant shall use preliminary files to document load and resistance factor decisions for structural members to be analyzed, in accordance with the ODOT LRFR Manual.

· Perform load rating analysis of girder, stringer, and slab members using the latest version of the structural analysis software BRASS-GIRDER LRFD (see Section B list), developed and supported by the Wyoming Department of Transportation, unless the ODOT LRFR Manual specifies otherwise.

· Perform structural analysis of post-tensioned members using Midas Civil in accordance with the post-tensioned box girder bridge load rating procedures in the ODOT LRFR Manual. Perform post-processing of the analysis results to the extent required to tabulate dead and live loads and calculate member capacities and load rating factors for each investigated section and for each of the rating loads, using Microsoft Excel in accordance with the post-tensioned box girder bridge load rating procedures.

· Perform load rating of crossbeams (transverse superstructure members) using Agency’s Crossbeam Load Rating Software, a Microsoft Excel application.

· Summarize, in a Load Rating Calculation Book, the load rating results using the ODOT Load Rating Summary Workbook (a Microsoft Excel application), as the ODOT LRFR Manual specifies.

· Prepare a Load Rating Calculation Book (printed, stamped, bound, and labeled calculation book) in strict compliance with the requirements of the ODOT LRFR Manual, Article 12.1, Load Rating Calculation Book Preparation.

· For structures that cannot be load rated with the above listed software, collaborate with Agency to determine acceptable load rating software and procedures.

Task 14.1.3.6 – Bridge Calculation Books [24390] Consultant shall organize, assemble, seal, and sign Calculation Book(s) as BDM Section 2 describes (see Section B list).

Task 14.1.3.7 – Bridge PS&E Design Coordination [24400] [RESERVED] Task 14.1.3.8 – Bridge PS&E Design Quality Reviews and Structural Quality Check [24410] [RESERVED] Task 14.2 – Retaining Wall Design [24420] [RESERVED] Task 14.3 – Sound Wall Design [24590] [RESERVED] Task 14.4 – Traffic Structures Design [24760] [RESERVED] Task 14.5 – Culvert Structure Design [24930] [RESERVED] Task 14.6 – Slab on Grade Foundation Design [25400] [RESERVED] Task 14.7 – Mechanical, Electrical, and Plumbing [25600] [RESERVED] Task 14.8 – Major Bridge Inspections [25100] [RESERVED] Task 15 – ITS [33300] [RESERVED] Task 16 – Traffic Engineering and Management [26010] [RESERVED] Task 17 – Erosion and Sediment Control [28010] [RESERVED] Task 18 – Roadside Development [28510] [RESERVED] Task 19 – Right of Way (“ROW”) [29010] [RESERVED] Task 20 – Design Acceptance Package (“DAP”) [30010] [RESERVED] Task 20.1 – Pre-Draft DAP Submittal [30020] [RESERVED] Task 20.2 – Draft DAP [30030] [RESERVED] Task 20.3 – Final DAP [30080] [RESERVED] Task 20.4 – Certification of Design Acceptance with DAP checklist [30090] [RESERVED] Task C20.5 – DAP Exception Letter [30100] [RESERVED] [Contingency Task, see Section F] Task 20.6 – DAP Quality Reviews [30110] [RESERVED] Task 20.7 – Phase Gate Quality Assurance [30130] [RESERVED] Task 21 – Plans, Specifications and Estimate (“PS&E”) [31010] [RESERVED] Task 21.1 – Preliminary Plans Package [31020] [RESERVED] Task 21.2 – Advance Plans Package [31030] [RESERVED] Task 21.3 – Final Design Package [31050] [RESERVED] Task 21.4 – Phase Gate Quality Assurance [31070] [RESERVED] Task 21.5 – PS&E Submittal Package [31090] [RESERVED] Task 21.6 – eBIDS Handoff Package [31100] [RESERVED] Task 21.7 –Construction Survey Handoff Package [31110] [RESERVED] Task 21.8 – PS&E Quality Reviews [31120] [RESERVED] Task 22 – Bid and Award Assistance [32010] [RESERVED]