I-26-2051_CMGC Contractor Phase One Services Scope of Work_Attachment1_09172026.pdf

Attachment #01

CM/GC Contractor Phase One Services

Scope of Work

Described below are the anticipated Phase One Services from the CM/GC Contractor.

Approximate timelines for submission of required deliverables and workshop participation are provided at the end of this Scope of Work. Timelines and schedule for the Phase One Services may be subject to negotiation with the CM/GC Contractor.

Task 1. Design and Construction Phase One Services

a) Validate Tollway’s Design: CM/GC Contractor shall evaluate the 95% Design and compare it to the scope of Work, the required budget, and schedule to determine if the scope can be executed within those constraints. A validated Design is one that can be constructed within the budget and schedule constraints of the Project. If necessary, CM/GC Contractor shall provide suggestions to reduce costs or meet budget constraints.

b) Assist/input to Tollway’s Design: CM/GC Contractor shall offer ideas/cost information to the Design Consultant to be evaluated during the Design phase.

c) Design reviews: CM/GC Contractor shall review the 95% Design to identify errors, omissions, and ambiguities to improve the constructability and economy of the design.

d) Design innovation: CM/GC Contractor shall participate in a structured brain-storming session with the Tollway to generate ideas to solve design problems and other issues associated with the Project.

e) Constructability reviews: CM/GC Contractor shall review the 95% Design to determine if it can be constructed within the constraints of the Work and that the required level of tools, methods, techniques, and technology are available to permit a competent and qualified construction contractor to build the Project under review in accordance with applicable quality requirements. From the review, CM/GC Contractor shall prepare a constructability report that identifies potential constructability issues in the 95% Design and provides potential solutions.

f) Market surveys for design decisions: CM/GC Contractor shall furnish the Design Consultant with alternative materials or equipment and current pricing data and availability to assist them in making informed design decisions.

g) Verify/take-off quantities: CM/GC Contractor shall verify the quantities generated by the Design Consultant for the 95% Design milestone.

h) Identify potential Work packages: CM/GC Contractor shall identify potential Work packages for Tollway review, including early Work packages for long lead time materials.

This will assist the Tollway in synchronizing the design into the necessary multiple packages.

i) Assistance in shaping the scope of Work: CM/GC Contractor shall generate priced alternatives for the Tollway to ensure that the scope of Work correlates to the constraints dictated by the budget and/or schedule. Where appropriate, CM/GC Contractor shall suggest modifications to the scope of Work to fit within the Project’s budget and constraints.

j) Feasibility studies: CM/GC Contractor shall investigate the feasibility of possible solutions to resolve design issues on the Project.

k) Risk identification and mitigation: CM/GC Contractor shall identify risks associated with the Project and propose response strategies.

l) Site Operations and Maintenance of Traffic: CM/GC Contractor shall review, validate, and/or propose alternative construction phasing to enhance site operations during construction and traffic handling concepts for the Project.

m) Staging needs: CM/GC Contractor shall review, validate, and/or propose alternative staging construction concepts for the Project.

n) Construction approach planning: Based on its review and input on the Project’s 95% Design, CM/GC Contractor shall prepare conceptual plans for means and methods, temporary works, laydown areas, debris containment, dewatering (if necessary), and other necessary preparations for construction.

o) Prepare construction provisions and other documents and requirements for the Construction Work: The construction provisions shall contain terms and conditions governing the performance of the construction work that shall be collaboratively developed by CM/GC Contractor and Tollway.

Task 2. Cost-Related Phase One Services

a) Validate Tollway/consultant estimates: CM/GC Contractor shall evaluate Tollway’s estimates and determine if the scope can be executed within the constraints of the budget.

b) Prepare Project estimates: CM/GC Contractor shall provide real-time cost information on the Project for the 95% Design to ensure that the Project is within budget.

c) Cost/benefit engineering reviews: CM/GC Contractor shall review cost to include not only the aspects of pricing but also focus on the concept that “time equals money” in construction projects.

f) Value analysis/engineering: CM/GC Contractor shall identify aspects of the 95% Design that either do not add value or whose value may be enhanced by changing them in some form or fashion. CM/GC Contractor shall also identify other potential cost savings for the Project, including value engineering concepts. CM/GC Contractor shall prepare cost estimates and if applicable, construction schedule impacts of the value engineering concepts.

g) Material selection and cost forecasting: CM/GC Contractor shall develop estimates of construction material escalation to assist the Tollway in making decisions regarding material selection and early construction packages. CM/GC Contractor may engage in early procurement of materials with long-lead times if approved by the Tollway.

h) Cost risk analysis: CM/GC Contractor shall furnish the Tollway with information regarding cost items that have the greatest probability of being exceeded.

i) Biddability reviews: CM/GC Contractor shall review the 95% Design to ensure that Subcontractor work packages can be bid out and receive competitive pricing.

j) Subcontractor bid packaging: CM/GC Contractor shall coordinate the Design packaging to correlate with Subcontractor work packages so that work packages can be easily bid out and awarded. Where appropriate, CM/GC Contractor shall identify portions of Early Work that may be suitable for Subcontractor bidding and recommend advancement of the 95% Design for those packages to facilitate participation by Subcontractors.

k) Prepare Subcontracting Plan and solicit quotes: CM/GC Contractor shall identify the Construction Work that it desires to self-perform and the Construction Work that will likely be performed by Subcontractors. CM/GC Contractor shall prepare a procedure to obtain Subcontractor quotes. Also, as required in the RFP, the CM/GC Contractor shall prepare a procedure to obtain competitive bids from potential Subcontractors for subcontracted work, including the selection of the low bid that the CM/G Contractor is not allowed to change in Phase Two without Tollway Approval. The CM/GC Contractor’s Subcontracting Plan shall be approved by the Tollway. The CM/GC Contractor shall solicit subcontractor and vendor quotes and conduct competitive bidding in accordance with the approved plan.

l) Prepare and submit Construction Cost Estimates containing CM/GC Contractor’s Binding GMP Proposal, in the form of a Lump Sum, to construct the Project: CM/GC Contractor shall submit a Construction Cost Estimates at the 95% Design submittal for each Phase Two Amendment.

The Construction Cost Estimates include both the self-performed work and subcontracted work. CM/GC Contractor shall attend meetings with the Tollway and the preparer of the Tollway’s independent cost estimates to reconcile differences on an Open Book basis and attempt to negotiate a Lump Sum Phase Two Amendment(s). CM/GC Contractor and all Major Participants will be required to provide cost estimates on an Open Book basis for Phase One and will also be expected to provide the same for contract changes in Phase Two.

CM/GC Contractor and the Tollway shall discuss and agree to the format in which CM/GC Contractor will provide the Construction Cost Estimates. At a minimum, CM/GC Contractor’s cost breakdown shall show:

i. A complete list of drawings and construction documents on which the estimate is based;

ii. Unit prices and quantity take-offs;

iii. Material costs, equipment costs, labor costs, hourly labor rates, crew sizes, shifts per day, hours per shifts (labor rates shall include employee benefits, payroll taxes and other payroll burdens);

iv. Risk assumptions and assignment of risks;

v. Production rates, transportation, and other facilities and services necessary for the proper execution of the work;

vi. Breakdown of costs by trade;

vii. Bbreakdown of contingencies;

viii. Copies of quotations from Subcontractors and suppliers;

ix. Field indirect costs, bonds, taxes, and insurance; and

x. The Construction Fixed-Markup Fee from the Price Proposal that constitutes full compensation for profit and CM/GC Contractor’s general and administrative costs.

Additionally, CM/GC Contractor will provide a written narrative of each Construction Cost Estimate that identifies the means, methods, assumptions, and risks that were used to price the Construction Work.

During the reconciliation meetings, CM/GC Contractor shall explain all assumptions used to build the Construction Cost Estimate and answer questions from the ICE and Tollway concerning the estimate.

Task 3. Schedule-Related Phase One Services

a) Validate Tollway’s schedules: CM/GC Contractor shall evaluate if the current scope of Work can be executed within the constraints of the schedule.

b) Prepare Project schedule: CM/GC Contractor shall prepare a Project schedule based on the known constraints and the 95% Design that will form the basis of the Construction Cost Estimates and a proposed Lump Sum. The final Construction Schedule will be incorporated into the Phase Two Amendment(s), if awarded.

c) Develop sequence of Design Work: CM/GC Contractor recommends the sequence of the remaining Design work to mirror the Construction Work so that Early Work packages and Construction Work packages can be developed.

d) Construction phasing: CM/GC Contractor shall develop a construction phasing plan to facilitate construction progress and ensure maintenance of rail operations and Tollway traffic. This includes identification of critical third-party approvals and permitting, right-of-way parcel acquisition, and utility relocations.

e) Schedule risk analysis/control: CM/GC Contractor shall evaluate the risks inherent to design decisions regarding the schedule and offer alternative materials, means, and/or methods to mitigate those risks.

Task 4. Administrative-Related Phase One Services

a) Kick-off meeting: CM/GC Contractor shall attend a kick-off meeting to discuss issues such as: roles and responsibilities of the Project Team members, points of contact, document control, dispute resolution, the technical aspects of the Project, a plan and schedule for the Phase One Services, scheduling of the meetings and workshops, identification of goals for the Phase One Services, and other related issues. This meeting shall take place within 5 working days of CM/GC Contractor’s receipt of Notice to Proceed for the Phase One Services.

b) Third-party impact avoidance and reduction strategies: CM/GC Contractor shall review agreements, permits, and work arounds (commitments) made to third-parties (cities, utilities, property owners, and regulatory agencies) and determine and/or identify the feasibility of the commitments. CM/GC Contractor shall advise the Tollway of impacts and alternative solutions to comply.

c) Assistance in obtaining third-party approvals and permits: CM/GC Contractor shall work with the Tollway to obtain approvals and permits required from third-parties, including by suggesting design concepts, attending meetings, developing construction means and methods, developing construction sequencing, planning construction staging, and other necessary tasks that assist the effort to obtain necessary approvals.

d) Utility Coordination: CM/GC Contractor shall assist the Tollway’s efforts to coordinate with utility owners to determine how to address utility facilities impacted by the Project. Where appropriate, CM/GC Contractor shall assist with the preparation of agreements with utility owners.

e) Document control: CM/GC Contractor shall implement a document control process and software solution, as agreed upon by the Tollway, that will allow for the efficient transmittal, sharing, tracking, approval, and filing of all Project related documents.

f) Coordinate with third-party stakeholders: CM/GC Contractor shall assist the Tollway with communication with third-parties involved in the Project, including utilities, railroads, and the general public.

g) Attend public meetings: CM/GC Contractor shall attend public meetings to answer questions from the public about the construction of the Project.

h) Study labor availability/conditions: CM/GC Contractor shall furnish advice during Design regarding the availability of specialty trade Subcontractors and the impact of that availability on the Project budget and schedule constraints.

i) Analyze environmental commitments/permits: CM/GC Contractor shall review environmental commitments/permits attached to the Project and identify feasibility issues of such commitments/permits.

j) Coordinate site visits for Subcontractors: CM/GC Contractor shall coordinate site visits for Subcontractors to facilitate the Subcontractor procurement processes.

k) Project Meetings: CM/GC Contractor shall attend scheduled Project meetings and contribute with comments, provide solutions, and own certain action items.

l) Quality Plan: CM/GC Contractor shall prepare a plan for quality management of the Construction Work.

m) Safety Plan: CM/GC Contractor shall prepare a plan establishing its safety management process for the Project.

n) Environmental Management Plan: CM/GC Contractor shall prepare a plan to comply with the environmental requirements in the Contract.

Phase One Services Schedule and Deliverables

Event/Milestone/Workshop Date

Phase One Services NTP March 4, 2027

Kickoff Workshop March 5, 2027

95% Constructability and Risk Workshop March 12, 2027

Submission of 95% OPCC April 9, 2027

Cost Reconciliation for 95% OPCC (completion) April 23, 2027

Submission of Lump Sum Construction Cost Estimate May 14, 2027

Reconciliation workshops/ Proposed Lump Sum Revisions

(completion)

May 24, 2027

Submission of Final Binding Lump Sum Proposal June 14, 2027

Phase Two NTP August 2, 2027