CN-550000-CAX23-W0010000.pdf.crdownload

STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION

TASK WORK ORDER FOR PROFESSIONAL SERVICES

375-030-25

PROCUREMENT

08/21

Consultant:

Address:

Date:

12/31/2025

*Limiting or Estimating/Budgeted Amount.

Distribution:

Task Work Order No.:

Contract No.: Payment FM No.:

CAX23 451419-1-22-02

$148,164.32

(name) (title) Signature

Bobby Bull, P.E. State Value Engineer

Other Notes:

An independent assessment of the staff hours and quantities for the proposed services has been performed, and found to be fair, reasonable, and competitive.

(LS2) Lump sum paid based on % of completion

Page 1 Total

Page 2 thru 6 Subtotal

Total

HDR Inc.

HDR Engineering Inc.

315 E. Robinson Street, Suite 400

Orlando, Fl 32801

(To be entered upon execution of T.W.O.)

Brief Task Description:

In accordance with the above referenced contract, you are authorized to perform the tasks detailed in attached Exhibit A (Scope of Services).

Compensation elements are as follows:

Element Description Amount Estimate/LimitMethod of Compensation

The total amount or the limiting amount of the compensation will be:

All services required under this Task Work Order will be completed on or before:

$148,164.32

$148,164.32 Limit

CRAVE Study for PD&E Central Polk Parkway East from US17/92 to SR538 (FPID 451419-1)

Signature

Vice President

$148,164.32

$0.00

(name) (title)

Jeff Arms, P.E.

$148,164.32

Total authorizations to date (including this one):

Departmental Approval:

Consultant Acceptance:

Docusign Envelope ID: 8B3F1D74-BE79-4EFB-81B3-7CD3DE9F5BA2

05/19/2025 | 1:54 PM EDT

FLORIDA DEPARTMENT OF TRANSPORTATION

FUNDS APPROVAL

CAX23

5/9/2025

CONTRACT INFORMATION

FUNDS APPROVAL INFORMATION

FUNDS APPROVED/REVIEWED FOR JASON ADANK, CPA, COMPTROLLER ON 5/9/2025

Action: Task Work Order

Reviewed or Approved: APPROVED

Organization Code: 55083000836

Expansion Option: NC

Object Code: 131512

Amount: $148,164.32

Financial Project: 45141912202

Work Activity (FCT): 219

CFDA:

Fiscal Year: 2025

Budget Entity: 55180100

Category/Category Year: 088849/25

Amendment ID: W001

Sequence: 00

User Assigned ID: TWO 1

Enc Line (6s)/Status: 0001/04

Total Amount: $148,164.32

Contract: CAX23

Contract Type: CI - MISC. CONSUL. COMPET. NEG. ACT (MISC CCNA)

Vendor Name: HDR ENGINEERING

Vendor ID: F470680568025

Beginning Date of This Agreement: 04/29/2025

Ending Date of This Agreement: 04/28/2030

Contract Total/Budgetary Ceiling: bc = $5,000,000.00

Method of Procurement: C - REQUEST FOR PROPOSAL (287.55,F. S.)

Description: CSRA- Cost and Schedule Risk Assessment; and VE- Value Engineering services

Page1 of 1

To: Ronda.Yawn@dot.state.fl.us

EXHIBIT A

SCOPE OF SERVICES

Cost & Schedule Risk Analysis/Value Engineering

CONTRACT NO: CAX23

Task Work Order Number: 01 TWO Title: CRAVE Study for PD&E CENTRAL POLK PARKWAY EAST

FROM US17/92 TO SR538 (FPID 451419-1)

Overview

This document contains a scope of work and fee estimate for a Cost and Schedule Risk Analysis

(CSRA) and Value Engineering (VE) study to be conducted by HDR, Inc. for the project referenced above.

Florida’s Turnpike Enterprise, part of the Florida Department of Transportation (FDOT), is conducting a Project Development and Environment (PD&E) Study to evaluate alternatives for the extension of Central Polk Parkway East from south of US17/92 to the extension of SR 538 (Poinciana Parkway). The need for the Central Polk Parkway East includes accommodating population growth and the associated travel demands, improving regional connectivity and overall system linkage, enhancing freight mobility and economic competitiveness, and enhancing safety, emergency evacuation and response.

The PD&E Study objectives include:

• Evaluate alternatives for the extension of Central Polk Parkway East from south of US

17/92 to the extension of SR 538 (Poinciana Parkway), approximately seven miles in

Polk and Osceola counties in comparison to No-Build alternative for the following typical sections.

➢ Four (4) lanes, two (2) lanes in each direction

➢ Ultimate six (6) lanes, three (3) lanes in each direction

• Evaluate new interchanges at US 17/92 and SR 538 (Poinciana Parkway)

The primary objectives of this CSRA and VE study are to identify and quantify risks to the project, identify risk responses using the Value Methodology and other strategies, as well as continue promoting the FDOT risk management process. In order to meet these objectives, HDR will:

• Review relevant project documentation, including base cost estimates, schedule, plans set, and technical reports;

• Review the base cost estimate, including prior costs to date;

• Produce a cost analysis for reasonableness and completeness.

• Assist FDOT in identifying the required personnel for the prep-session, the base cost and schedule validation meeting, and the risk elicitation workshop, including project team members, subject matter experts, stakeholders, and other representatives as required;

• Hold a base cost and schedule review meeting to establish the baseline concept estimates.

• Facilitate the risk workshop by identifying, quantifying and documenting key risks for one scenario of the project;

• Elicit risk response strategies and quantifying probable adjusted impacts to cost and schedule (as required);

• Develop a Monte Carlo simulation model;

• Produce risk-based estimates of probable cost and schedule using the simulation model with input gathered during the documentation review, base cost and schedule review meeting, and risk workshop;

• Prepare a presentation of draft results for review by the project and management teams;

and

• Draft and finalize a report summarizing the CSRA.

For the purpose of scoping and estimating, only one alignment or the preferred alternative will be analyzed from the CSRA perspective, providing only one scenario outcome. Any additional scenarios will be done upon agreement on scope and fee revision. HDR will review remaining alternatives during the VE portion to assist FDOT in moving the project forward with the alternative that offers the most value.

The risk assessment will be conducted in accordance with FHWA’s Major Project Program Cost

Estimating Guidance (January 2007), FHWA’s Consultant Led CSRAs Final Guidance, Project

Management Institute’s (PMI) Project Management Body of Knowledge (PMBOK), and FDOT’s

Project Management guide. The value engineering portion follows FDOT’s Value Engineering guidelines and adheres to the latest value methodologies practices sanctioned by SAVE

International.

In terms of schedule, the following meetings and deliverables dates are tentative, and they are subject to change based on key members participation. Virtual meetings will be held using MS-

Teams platform. The VE Workshop will be held at Florida Turnpike Enterprise Headquarters and

HDR’s Office in Orlando, FL. These dates are as follows:

• CRAVE Kickoff (Virtual): June 20, 2025

• Review of Base Cost & Schedule: July 2, 2025

• Cost & Schedule Risk Workshop: July 15-16, 2025

• Risk draft results presentation and VE Workshop: July 29- August 1, 2025

• Draft report: August 15, 2025

The steps to complete the analysis are discussed in further detail on the following pages.

CRAVE Team

HDR will provide the following members of the CRAVE team:

• CRAVE Team Leader: Rachel Bernhard, PE, CVS

• CRAVE Workshop Assistant: John McGlamery, VMA

• Risk Analyst: John Stout

• Cost Lead: Brett Rabatin

• Subject Matter Experts:

o Roadway: JJ Kaye o Drainage: Frank Fu o Construction: Steven Waterston o Structures: Sinan Buyukaksakal o Tolling: Chelsea Mason

The following subject experts are assumed to be provided by FDOT:

Risk Assessment:

o Project Team members o Environmental o Roadway o Construction o Drainage o Structures o Utilities o Right of Way o ITS and Tolling o Geotechnical

Value Engineering (Optional):

o Construction o Utilities o Right of Way o Geotechnical

Tasks The following pages contain each of the key tasks HDR anticipates performing to complete this study.

Task 1. Review Baseline Project Information The first step in the CSRA consists of reviewing existing documentation for the project, including:

• The base cost estimates, including both previously expended and anticipated future costs for all areas, including:

o PD&E o Final Design o Right of Way o Utilities o Construction o CE&I o Environmental Mitigation o Stipends and Incentives

• The base project schedule from time of workshop to project completion;

• Relevant technical reports or memoranda;

• Set of plans and roll plots;

• Environmental document (SEIR/EIS/EA/CE), VE Report;

• Others, as identified by the project team.

This task will also include time to familiarize HDR’s CRAVE team with the project and ensure all requested materials can be provided.

Meeting #1: CRAVE Kick-off (Virtual) – June 20, 2025

Task 2. Base Cost and Schedule Review

Task 2.1 - Review of Base Cost and Schedule

The main objectives of this task are for the project and risk teams, under the risk team leadership, to jointly:

• Assess the base cost and its components, especially contingency and allowance items;

• Review, identify and separate out prior cost to date;

• Assign base cost uncertainty to the elements within the cost estimate;

• Obtain clarifications on any of the documentation reviewed under this TWO; and

• Develop a project summary schedule, which is a simplified representation of the full project schedule where project tasks are summary activities of the overall schedule, and where dependencies among activities, and the project (most) critical path are highlighted.

The base cost estimate will be reviewed during a virtual meeting before the workshop. To meet the schedule for the base cost validation meeting, all cost estimate updates should be received no less than a week before the meeting.

Meeting #2: Base Cost & Schedule Review (Virtual) – July 2, 2025

Task 2.2 – Risk Workshop

The workshop will occur on the 1st day of CRAVE workshop and focus on risk identification and quantification for the project. It will be facilitated by the risk lead from HDR. During the session, the cost and schedule risks are entered into the risk register based on the consensus input of the workshop participants. The workshop will be structured in a way to make the best use of participants’ time, with risks discussed by functional assignment. The workshop will be conducted in person and virtually using MS-Teams platform. The workshop will have the following elements:

• The Risk Lead will provide a brief overview of risk assessment and expectations for the day.

• Project information: the project team will provide an overview of the project including:

o A virtual site visit.

o Project background o Identify operational considerations.

o Identify key agreements.

o Identify critical assumptions.

• The Risk Lead will provide an overview of the results of base cost and schedule review meeting.

• Risk identification and quantification: the Risk Lead will elicit risks and quantifications from the project team and subject matter experts.

• Risk Register: HDR will produce a risk register, which will be used as input to the Risk Model (Task 2.3).

Meeting #3: Risk Workshop – July 15-16, 2025

Task 2.3 - Develop Simulation Model

A customized cost and schedule simulation model will be developed under this task. The model will employ Monte Carlo simulation techniques to combine the project schedule, the base costs with uncertainty, and the risk register, which contains risks identified during the risk workshop and their response strategies. Running the Monte Carlo simulation will produce distributions of probable costs and completion date for the pre-mitigation and post-mitigation scenarios of elements.

Task 2.4 - Produce Risk Analysis Results

After the risk workshop, this task provides the cost and schedule projections that show the range of potential outcomes for the project, including pre-response and post-response. Results include the following for the baseline concept:

1. Cost Probability Distribution (S-Curve) for the project:

a. Overall project cost,

b. Construction contract cost,

c. Utility relocations cost, and

d. Right of Way cost.

2. Schedule Probability Distribution (S-Curve) for key project milestones:

a. Right of Way completion,

b. Letting/Open Bids (for each project),

c. Construction NTP (for each project), and

d. Construction completion.

3. Top Cost Risk Factors Tornado Diagram for the overall project; and

4. Top Schedule Risk Factors Tornado Diagram for the overall project.

The cost results will be provided both in Present Day Cost (PDC) and Year of Expenditure (YOE) cost.

Task 3. Value Engineering Study HDR will facilitate a VE study in accordance with the SAVE 8-step process outlined below:

Preparation Phase: Prior to the workshop, HDR will:

• Initiate study – identify study project and define study goals

• Organize study – conduct pre-VE study to establish team members, logistics and parameters to analyze the project

• Prepare data – Collect and distribute data and prepare cost models

The VE workshop will start after the risk assessment is completed on July 29 and continue through August 1, 2025. The workshop will cover the following VE phases:

Information:

• Establish and prioritize performance attributes.

• Elicit observations from the VE team.

• Review Tornado Diagrams produced during risk assessment.

Function Analysis

• Create Cost Model, including risks.

• Identify project functions.

• Draft a FAST Diagram.

• Determine functions to focus on Creativity phase.

Creativity Phase

• Brainstorm alternative ways to perform the identified functions.

• Identify risk response strategies.

Evaluation Phase

• Evaluate alternative concepts.

Development Phase

• Prepare recommendations – narrative, assumptions, sketches, calculations, and cost analysis.

• Prepare design validations – narrative, assumptions, sketches.

• Prepare list of design suggestions.

Presentation Phase

• Develop and deliver presentation of CRAVE findings.

Implementation Phase

• FDOT is responsible to review recommendations, decide resolution of recommendations, and further implement into design; CONSULTANT will support FDOT by providing resolution memorandum template to assist resolution.

Meeting #4: Value Engineering Workshop – July 29- August 1, 2025

Task 4. Documentation and Reporting Following the workshop and risk modeling process, a draft report will be prepared. The report will document all the steps in the study, the risk process, key inputs, relevant proceedings, present detailed risk analysis results, VE recommendations and risk response strategies.

The report will include risk-based outcome distributions of probable cost and schedule for the following components:

• Overall project:

o Cost and Schedule S-Curves o Tables highlighting Baseline, key probabilities (10%, 70% and 90%) outcomes and risk reserve values.

o Tornado Diagrams with top 10 cost and schedule risks

• Right of way Cost and Schedule S-Curves

• Utilities Cost and Schedule S-curves

• Construction Cost and Schedule S-curves

The presentation of draft risk results will be delivered on the last day of the VE workshop and will be incorporated in the draft report. The report will then be submitted to the project team for additional review and feedback. The project and management teams will provide comments within a two-week review period after the report submission. Proposed revisions to the report will be discussed with the project team, and changes will be made as appropriate within three weeks of receiving comments. The final report documenting the CRAVE study proceedings, will be submitted to the project team for risk and project management purposes.

Task 5. Project Management The objective of this task is to manage the work elements for purposes of controlling costs, maintaining schedule, providing quality products that are appropriate for meeting the goals of the study, and for coordinating work activities with other members of the study team.

HDR will provide contract administration and team management, coordination, and direction for the duration of the project. Jose Theiler will be the project manager and will serve as the consultant’s primary point of contact with FDOT for this Scope of Work.

Deliverables Draft and Final Reports

Fee Estimate The activities will be completed for a lump sum fee amount of $148,164.32 established by the billing rates of the contract. Refer to Exhibit B.

EXHIBIT B

FEE ESTIMATE

Invoicing Breakdown: