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Capital Project

Construction Management

Best Practices Study

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Review and analysis of Metro’s current processes and procedures in project management +29

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the Project Management Institute’s Project Management Body of Knowledge (PMBOK)

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“LACMTA encourages partnering among LACMTA, the Contractor, its Subcontractors, and other Third

/+(': 3'+\&C).9&(3 K“Stakeholders.)” It also states that “The partnering process will be bilateral, and

participation will be voluntary, but it is strongly encouraged by LACMTA.” A third party facilitator is

3,&1-I-&9 ') 1)2941' '&+6 M4-.9-25 [)(\3C),3R +29 ,+('-1-,+'-)2 )I 1)2'(+1')( +29 %&'() 6+2+5&6&2'R

\&: 34M1)2'(+1')(3R +29 'C-(9 ,+('-&3 341C +3 *+.'(+23 +29 'C& *-': )I #)3 $25&.&3 +(& &21)4(+5&9 ')

attend. The SP also states “Followa4, [)(\3C),3 6+: M& C&.9 ,&(-)9-1+..: 'C()45C)4' 'C& 94(+'-)2 )I

'C& /()0&1' +3 +5(&&9 by the Contractor and LACMTA.” Importantly, it establishes that “no claim or

dispute settled or change approved through partnering shall be revived.”

@' +,,&+(3 [C&2 ,+('2&(-25 -3 9)2& )2 ,()0&1'3 'C& 1)3' 1+2 M& 34M3'+2'-+.; TC& ?&5-)2+. *)22&1')(

,()0&1' C+9 + ZEDDRDDD ,()N-3-)2+. 346 +6)42' -2 'C& 31C&94.& )I N+.4&3 I)( ,+('2&(-25; @' +.3) +,,&+(3

'C+' ,+('2&(-25 -3 6+2+5&9 M: + ,()I&33-)2+. I+1-.-'+'-)2 I-(6R F(5a%&'(-13R 'C+' 1)2941'3 'C& [)(\3C),3

+29 -334&3 I)(6+. (&,)('3 'C+' -21.49& N&(: 9&'+-.&9 +1'-)2 -'&63 [-'C (&3,)23-M.& ,+('-&3 +29 94& 9+'&3;

@2 (&N-&[-25 'C& ,+('2&(-25 (&,)('3 I)( 'C& @aEDH ,()0&1' 'C&(& [&(& 3&,+(+'& ,+('2&(-25 3&33-)23 +' 'C&

&Q&14'-N& +29 [)(\-25 .&N&.; TC& `Q&14'-N& J-(&1')( +29 )'C&( \&: %&'() 3'+II ,+('-1-,+'&9 -2 M)'C )I

'C&3& [)(\3C),3;

J4(-25 -2'&(N-&[3R ,+('-1-,+2'3 2)'&9 'C+' Metro’s -2'&(2+. ,+('2&(-25 3&33-)23 +(& [)(\-25 [&.. ')

I)3'&( 1)..+M)(+'-)2 +29 ,()M.&6 3).N-25 I)( -'3 3'+\&C).9&(3; %&'() -2'&(2+. ,+('2&(3 I-29 'C& 3&33-)23

C&.,-25 ') M4-.9 '(43'R 6+-2'+-2 3-5C' )I 'C& M-5 ,-1'4(& +29 3).N& ,()M.&63 1)..+M)(+'-N&.:; W)[&N&(R

'C&(& -3 ())6 I)( -6,()N&6&2' [C&2 -' 1)6&3 ') +9&]4+'& I)..)[a4, +I'&( 'C& ,+('2&(-25 3&33-)23 +29

&234(-25 'C+' 'C&(& -3 + 1))(9-2+'&9R 3-25.& (&3,)23& I()6 'C& ,+('2&(-25 3&33-)23 ') ,()0&1' 1C+25&3;

@2'&(N-&[&&3 +.3) 2)'&9 'C+' ,+('2&(-25 3&33-)23 [-'C 1)2'(+1')(3 +(& 2)' &II&1'-N&; *)2'(+1')(3 9) 2)'

share the owner’s big picture view of a program, focusing on only their own requirements. On larger,

C&21& .)25&( ,()0&1'3R 1)2'(+1')( 3'+II )I'&2 1C+25& .)3-25 1)2'-24-': +29 -23'-'4'-)2+. \2)[.&95&

,(&N&2'-25 'C&6 ') ,+('-1-,+'& &II&1'-N&.:;

JNM ;%&$ >32,$.,%

TC& @2'&(2+'-)2+. /+('2&(-25 @23'-'4'& (&1)66&293 'C& I)..)[-25 M&3' ,(+1'-1&3^

"; W+N& + 2&4'(+. ,+('2&(-25 I+1-.-'+')(R +5(&&+M.& ') +.. ,+('-&3 1)2941' 'C& ,+('2&(-25 3&33-)23;

<; Have a “Partnering Charter” th+' -21.49&3 0)-2'.: 9&N&.),&9 5)+.3;

S; W+N& + ,&(-)9-1R 0)-2' &N+.4+'-)2 ,()1&33;

E; W+N& ,+('2&(-25 34Ma5()4,3 [C&2 'C& 3-G&c1)6,.&Q-': )I 'C& ,()0&1' [+((+2'3 M(&+\-25 )4' -2')

36+..&( '&+63;

H; W+N& + ,+('2&(-25 I)..)[a4, ,.+2 ') (&3).N& ,)33-M.& -334&3 +' 'C& .)[&3' .&N&. ,)33-M.&;

A; W+N& + '(+-2-25 ,.+2 ') 9&N&.), ,+('2&(-25 3\-..3;

SD

#$ %&'()

*+,-'+. /()0&1' *)23'(41'-)2 %+2+5&6&2' 7&3' /(+1'-1&3 8'49:

@2 +99-'-)2R 8+2 =(+21-31) @2'&(2+'-)2+. $-(,)(' 6+29+'&3 (&54.+( ,+('2&(-25 )2 -'3 ,()0&1'3R +29 43&3 'C&

3+6& I+1-.-'+'-)2 I-(6R F(5a%&'(-13R ') I+1-.-'+'& -'3 [)(\3C),3; 7&I)(& I)..)[a)2 3&33-)23 + 31)(&1+(9 -3

3&2' +()429 ') 'C& ,+('-1-,+2'3 ') 9&'&(6-2& C)[ [&.. ,+('2&(-25 C+3 M&&2 5)-25 M&'[&&2 6&&'-253;

JOM :%,"11%#72$."#

?&1)66&29+'-)2 "D; %&'() 3C)4.9 1)23-9&( 6+\-25 ,+('2&(-25 6+29+')(: )2 +.. ,()0&1'3; TC&

,+('2&(-25 1)2cept should become part of Metro’s fabric of doing business. The level of partnering will

N+(: M+3&9 )2 'C& ,()0&1' 3-G& +29 1)6,.&Q-':; V'-.-G-25 ,+('2&(-25 )2 +.. ,()0&1'3 [-.. M4-.9 &Q,&(-&21&

[-'C-2 'C& )(5+2-G+'-)2;

?&1)66&29+'-)2 ""; %&'() 3C)4.9 &3'+M.-3C + ,()1&94(+. 3'+29+(9 3) 'C& ]4+.-': )I ,+('2&(-25 -3

1)23-3'&2' +1()33 +.. ,()0&1'3; TC-3 1+2 3-6,.: M& + (&I&(&21& ') ,+('2&(-25 ,()1&33&3 &3'+M.-3C&9 M: +2

)(5+2-G+'-)2 .-\& 'C& @2'&(2+'-)2+. /+('2&(-25 @23'-'4'&; %&'() 9)&3 2)' 2&&9 ') 9&N&.), -'3 )[2

,()1&94(&3;

?&1)66&29+'-)2 "<; @2 )(9&( ') -6,()N& 1)2'(+1')( ,+('-1-,+'-)2R %&'() 6-5C' [+2' ') 1)23-9&( 43-25

64.'-a'-&(&9 ,+('2&(-25 [C&(& 1)2'(+1')( &Q&14'-N& 3'+II ,+('-1-,+'& -2 &Q&14'-N& ,+('2&(-25 3&33-)23 +3 +

3'+29+(9;

?&1)66&29+'-)2 "S; $99-'-)2+..: %&'() 6+: [+2' ') 1)23-9&( '(+-2-25 ,(-)( ') 'C& ,+('2&(-25

[)(\3C),3 'C+' %&'() 3'+II +29 1)2'(+1')(3 +''&29 ')5&'C&(;

?&1)66&29+'-)2 "E; `2I)(1&6&2' )I (&1)66&29+'-)23 ,)3'a3&33-)2 1+2 M& -6,()N&9 M: &3'+M.-3C-25 +

I)..)[a4, ,.+2R 64'4+..: +5(&&9 4,)2 M: +.. 3'+\&C).9&(3 +C&+9 )I )( 94(-25 'C& ,+('2&(-25 3&33-)2; TC&

I)..)[a4, ,.+2 [)4.9 C+N& 3'&,3 ') (&3).N& -334& +' 'C& (&]4-(&9 .&N&. -2 'C& )(5+2-G+'-)2; TC& ,(&a

3&33-)2 31)(&1+(9 34(N&: 43&9 M: 8+2 =(+21-31) @2'&(2+'-)2+. $-(,)(' 3C)4.9 +.3) M& 1)23-9&(&9;

/()1&94(+. 1C&1\.-3'3 +29 (&6&9-+. '(+-2-253 1+2 M&1)6& &II&1'-N& ')).3 -2 I4('C&( 9(-N-25 'C& 3411&33&3

)I 'C& ,+('2&(-25 3&33-)23; T) 'C& &Q'&2' ,)33-M.& 'C&(& 3C)4.9 M& 3)6& 1)23&]4&21&3 -I ,+('-1-,+2'3 I+-.

') I)..)[ 'C& +1'-)2 ,.+2R ,&(C+,3 M: -6,)3-25 + 5(&+'&( 3C+(& )I 'C& 1)3'3 'C+2 'C& 3'+29+(9 HDaHD 3,.-';

N) >3",-3%1%#$ (&&-%& J>3"?%,$ H%=./%34 B%$@"7"="84 "L?%,$./% 23%2M

!" X+9&:2C&.+1/*!./21I&+1&6!,+*M&.+6F=-L&F*+,-./$&2$&F*+:=-6!/2.&K@FF-1C2L&@M&N21C21I$&J'M&VO&

!1C&'UV"Q&

JIM 6.#7.#8

@2 'C& ,4M.-1 +(&2+ 'C&(& -3 +2 -2943'(:a[-9& -334& +33)1-+'&9 [-'C 43-25 1)3' )2.: ') 3&.&1' 1)2'(+1')(3;

@2'&(N-&[3 -29-1+'&9 'C+'^

V2\2)[2c-2&Q,&(-&21&9 1)2'(+1')(3 +(& + (&1-,& I)( 9-3+3'&(;

#)[ M-9 1)2'(+1'-25 )2 6+0)(R 1)6,.&Q ,()0&1'3 -3 ,()M.&6+'-1;

7&3' _+.4& ,()14(&6&2' ,()1&33 C+3 M&&2 4'-.-G&9 )2 3&.&1' ,()0&1'3;

@' [+3 2)'&9 'C+' 'C&(& -3 +2 -21(&+3&9 43& )I 'C& 9&3-52aM4-.9 6&'C)9).)5: I)( .+(5&( ,()0&1'3; XC&2

]4&3'-)2&9 +3 ') [C:R -2'&(N-&[&&3 2)'&9 'C+' Ja7 [+3 3&.&1'&9 M&1+43& -' [)4.9 5&' 1)23'(41'-)2

3'+('&9 3))2&( +29 3C-I' .-+M-.-': I)( 9&3-52 -334&3 ') 'C& 1)2'(+1')(; XC-.& 3)6& Ja7 ,()0&1'3 .-\& 'C&

F(+25& #-2& [&2' [&..R )'C&(3 .-\& 'C& *(&23C+[ *)22&1')( C+N& M&&2 1C+..&25-25;

S"

#$ %&'()

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JNM ;%&$ >32,$.,%

$ (&1&2' 3'49: M: %1L(+[ W-.. -29-1+'&3 'C+' +(1C-'&1'3R 1)2'(+1')(3 +29 )[2&(3 [&(& +1'4+..: 6)(&

3+'-3I-&9 [-'C *)23'(41'-)2 %+2+5&( K*%O +' ?-3\ )( &N&2 J&3-52a7-9a74-.9 )N&( 'C& J&3-52a74-.9

6&'C)9; TC& *% +' ?-3\ 9&.-N&(: 6&'C)9 9-II&(3 -2 'C+' -' -2N).N&3 + 1)66-'6&2' M: 'C& *% ') 9&.-N&(

'C& ,()0&1' [-'C-2 + L4+(+2'&&9 %+Q-646 /(-1&; TC& 1C+(' M&.)[ I()6 'C-3 3'49: 3466+(-G&3 'C&

3'+'-3'-13;

"

=-54(& B^ J&.-N&(: 8:3'&63 *)6,+(-3)2

?&5+(9-25 M&3' N+.4& ,()14(&6&2'3R %&'() C+3 M&&2 (&1)52-G&9 M: 'C& =T$ +3 )2& )I 'C& .&+9&(3 -2 'C&

43& )I M&3' N+.4& 1)2'(+1')( ,()14(&6&2' ,()1&33; $' 'C& 'C-('-&'C +224+. *+,-'+. /()5(+6 %+2+5&6&2'

*)2I&(&21& 'C&(& [+3 + ,(&3&2'+'-)2 M: 'C& =T$ +29 -'3 /()0&1' %+2+5&6&2' FN&(3-5C' *)234.'+2'

K/%F*O< 'C+' 9-31433&9 'C& 43& M: %&'() )I $.'&(2+'& T&1C2-1+. *)21&,'3 K$T*O )2 9&3-52aM4-.9

1)2'(+1'3 +29 1)23-9&(&9 -' + M&3' ,(+1'-1&;

V29&( $T* +' %&'()R M-99&(3 +(& &21)4(+5&9 ') ,(),)3& +.'&(2+'& [+:3 ') M4-.9 'C& ,()0&1' 'C+' 1)4.9

(&34.' -2 + .)[&( 1)3'; TC& +.'&(2+'& -3 ,(),(-&'+(: ') 'C& M-99&(R 42.&33 'C& +5&21: ,+:3 + 3'-,&29 ') +

.)3-25 M-99&( I)( 'C& (-5C' ') 43& 'C& $T*; TC& N+.4& 'C& =T$ 3+[ in Metro’s use of ATCs was the ability

I)( %&'() ') C+N& )2&a)2a)2& 1)2I-9&2'-+. 9-31433-)23 (&5+(9-25 '&1C2-1+. 1.+(-I-1+'-)23 [-'C 'C& M-99&(3

-2 'C& ?=/ 3'+5&R 'C& (&941'-)2 -2 )N&(.: ,(&31(-,'-N& 9&3-52 1(-'&(-+R 'C& 3C)('&2-25 )I 'C& 7$=F ,C+3&R

+29 'C& 31(&&2-25 )4' )I 42[+2'&9 1)21&,'3 -2 'C& '[)a3'&, ,()1&33;

$T*3 [&(& 3411&33I4..: 43&9 )2 'C& *(&23C+[ ,()0&1'; 8&N&(+. $T*3 [&(& +,,()N&9 'C+' ),'-6-G&9

C)(-G)2'+. +29 N&('-1+. 54-9&[+: +.-526&2'3R (+-3&9 + 3'+'-)2 9&3-52&9 ') M& 429&(5()429 ') 5(+9& .&N&.R

+N)-9&9 'C& 9&6).-'-)2 )I + I)(6&( ?? M(-95&R +29 +..)[&9 -' ') M& 43&9 I)( 2&[ M(-95& I+.3& [)(\;

W)[&N&(R =T$ noted in this presentation that Metro’s use of Alternate Proposals (APs) was less

3411&33I4.; F2 M)'C 'C& @aEDH +29 'C& X&3'3-9& 8&1'-)2 " ,()0&1' 2) $/3 [&(& 34M6-''&9 M: M-99&(3;

JOM :%,"11%#72$."#

?&1)66&29+'-)2 "H; LA Metro’s I4'4(& 43& )I J&3-52a74-.9 3C)4.9 M& 1+(&I4..: &N+.4+'&9 )2 + 1+3& M:

1+3& M+3-3; TC& N+.4& -2 J7 1)6&3 I()6 'C& ,)'&2'-+. '-6& 3+N-253 (&+.-G&9 M: )N&(.+,,-25 9&3-52 +29

" /()0&1' J&.-N&(: 8:3'&63a W)[ 'C&: @6,+1' ÌI-1-&21: +29 /()I-'+M-.-': -2 'C& 74-.9-253 8&1')(R %1L(+[ W-.. <D"E

< F/aSD _+.4& `25-2&&(-25 +29 *)23'(41'+M-.-': ?&N-&[R ?+: T&..-3 K=T$O +29 %-\& `-9.-2 Kdd*8OR k4.: <D"H

S<

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1)23'(41'-)2R +29 'C& 3C-I'-25 )I 9&3-52 &(()( +29 )6-33-)2 (-3\3 ') 'C& 9&3-52 M4-.9&(; XC&(& ,()0&1'3

C+N& 2)' 5)2& [&.. .-\& *(&23C+[ +29 'C& @aEDH 3)6& 1)66)2 'C&6&3 &6&(5&^

TC& 9&3-52 C+.I )I 'C& J7 '&+6 9-9 2)' &II&1'-N&.: -334& &+(.: 9&3-52 ,+1\+5&3 ') 34,,)(' 'C&

,.+22&9 1)23'(41'-)2 31C&94.&; F2& [+: ') +99(&33 'C-3 -3 ') &3'+M.-3C -2'&(6&9-+'& 6-.&3')2&3

[-'C #-]4-9+'&9 J+6+5&3 I)( 1(-'-1+. [)(\;

TC& (&]4-(&6&2'3 [&(& 2)' 1.&+(.: 9&I-2&9 M&1+43& )I I+-.4(& ') 5&' 3-52&9 +5(&&6&2'3 'C+'

-21.49& 31),& +29 9+'& 1)66-'6&2'3 [-'C 1)6642-': 5()4,3R 'C-(9 ,+('-&3R 4'-.-'-&3 +29

,&(6-''-25 +5&21-&3;

J7 [+3 3&.&1'&9 M&1+43& )I + 9&3-(& ') 5&' 3'+('&9 )2 +2 +11&.&(+'&9 M+3-3; V2I)('42+'&.: 'C-3

3&&6&9 ') 3C-I' 9-31)N&(: )I ,()M.&63 ') + ,C+3& )I 'C& ,()0&1' [C&(& 'C& 1)3' )I (&3).4'-)2 -3

641C 6)(& &Q,&23-N&; FI'&2 9&.+:3 ,43C 'C& &29 9+'& .+'&( 'C+2 -' 6-5C' C+N& M&&2 C+9 ,(),&(

31),-25 +29 ,(&,+(+'-)2 M&&2 9)2&;

?&1)66&29+'-)2 "A; @' -3 (&1)66&29&9 'C+' #$ %&'() 2)' &2'&( -2') + J7 1)2'(+1' 42'-. (&+9-2&33 -3

+334(&9 43-25 'C& 1C&1\.-3' -2 =T$ F/aHE; TC-3 [-.. 5(&+'.: (&941& 'C& (-3\ )I ,()0&1' I+-.4(&;

O) !@2#8% B2#28%1%#$ (&&-%& J>3"L=%1 0"=/.#8 "L?%,$./% 23%2M

!" H+1$/*5./2+1&C-=!A$&!*-&1+/&:-21I&.+1$2$/-1/=A&!CC*-$$-C&21&!&/26-=A&6!11-*&K@FF-1C2L&@M&

N21C21I$&;GM&;JM&BU&!1C&TT"Q&

JIM 6.#7.#8

@' [+3 2)'&9 94(-25 -2'&(N-&[3 'C+' 6+2: ,()0&1'3 9) 2)' +2+.:G& 1)23'(41'-)2 9&.+:3 42'-. 'C& 1)2'(+1'

1)6,.&'-)2 +29 *C+25& F(9&( 9&.+:3 -2 ,()1&33-25 +(& )114((-25; J4(-25 ,()0&1' [)(\3C),3 -' [+3

1)2I-(6&9 )2 6)(& 'C+2 )2& ,()0&1' 'C+' (&3,)23-M-.-': I)( 9&.+:a(&.+'&9 1C+25& )(9&(3 [&(& 2)' M&-25

+99(&33&9 -2 'C& '-6& I(+6& (&]4-(&9 M: 'C& 1)2'(+1'R +29 %&'() 3'+II [&(& 2)' &2I)(1-25 'C& 1)2'(+1'

1.+43&3; _&29)( *)2'(+1' %+2+5&6&2' K_*%O 2)'&9 'C+' 1)2'(+1')(3 C+N& 2)' M&&2 [-..-25 ') 34M6-'

T-6& @6,+1' $2+.:3-3 KT@$O +29 'C+' /%3 C+N& 2)' M&&2 [-..-25 ') &2I)(1& 'C+' (&]4-(&6&2'; @' [+3 +.3)

noted that PM’s do not want to go to the 7)+(9 (&5+(9-25 9&.+:3;

Metro’s 1)23'(41'-)2 1)2'(+1' 5&2&(+. 1)29-'-)2 01 29 76 *)3'c81C&94.& @2'&5(+'-)2 8:3'&6 states 'C+' -2

)(9&( I)( + 9&.+: ') M& +2 “Excusable Delay”R 'C& *)2'(+1')( C+3 ') 9&31(-M& 'C& &N&2' -2 + [(-''&2 2)'-1&

[-'C-2 I-N& KHO J+:3 )I 'C& &N&2' +29 C+3 ') I)..)[ 4, 'C& 2)'-1& [-'C-2 'C-(': KSDO J+:3 [-'C +2 “+2+.:3-3

)I 'C& -6,+1' )I 'C& 1.+-6&9 +1' )( &N&2' 1+43-25 'C& J&.+: 4,)2 'C& 'C&2a14((&2' *(-'-1+. /+'C 81C&94.&R

identifying the affected activities, the actual impacts and the number of days delayed.” TC&: +.3) C+N&

to describe “proposals and measures taken to mitigate the claimed Delay, and the effects thereof.” The

specification goes on to state that “if the Contractor does not submit a Notification of Delay and Time

@6,+1' $2+.:3-3 I)( + 3,&1-I-1 *C+25& F(9&(c%)9-I-1+'-)2 )( 9&.+: [-'C-2 'C& 3,&1-I-&9 ,&(-)9 )I '-6&R

the Contractor shall be deemed to have irrevocably waived rights to additional time and cost.”

TC& 3+6& 3,&1-I-1+'-)2 3&1'-)2 (&]4-(&3 'C& 1)2'(+1')( ') “submit a mitigation plan, if current progress

(&I.&1'3 2&5+'-N& I.)+' )I 6-243 SD 1+.&29+( 9+:3 )( 6)(& I)( + *)2'(+1' 6-.&3')2& +1'-N-': -2 'C& 14((&2'

*/% *)2'(+1' 81C&94.&R (&5+(9.&33 )I [C-1C ,+(': -3 (&3,)23-M.& I)( 'C& 9&.+: ”; TC& 1)2'(+1')( C+3 ')

“-21.49& + I(+52&' K3'+29a+.)2& ,)('-)2 )I 'C& 2&'[)(\O 'C+' 3C)[ +1'-N-'-&3 +II&1'&9R 9+'& 9&.+:K3O )(

9-3(4,'-)2K3O )114((&9 )( C)[ ,()941'-N-': (+'&3 [&(& -6,+1'&9 +29 426-'-5+'&9 -6,+1'3 ') 31C&94.&

1+43&9 M: 9&.+: )( 9-3(4,'-)2” and “a [(-''&2 2+((+'-N& 9&31(-M-25 1-(1463'+21&3 [C-1C 1+43&9 9&.+: )(

9-3(4,'-)2 +29 6&'C)9).)5: 43&9 ') 9&'&(6-2& &Q'&2' )I 9&.+: )( 9-3(4,'-)2;”

SS

#$ %&'()

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$2 +99-'-)2+. -334& (&5+(9-25 9&.+: (&3).4'-)2 [+3 )M3&(N&9 – the timeliness of Metro’s response to a

'-6& &Q'&23-)2 (&]4&3' )( 6-'-5+'-)2 ,.+2 I()6 + 1)2'(+1')(; J4(-25 &Q&14'-N& -2'&(N-&[3R -' [+3 2)'&9

'C+' ,()1&94(&3 +(& .-5C' )2 '-6&.-2&3 'C+' C).9 'C& 1)2'(+1')(3 +29 %&'() 3'+II +11)42'+M.&; TC&

_&29)(c*)2'(+1' %+2+5&6&2' 9&,+('6&2' -3 9&N&.),-25 'C)3& 2)[ +3 ,+(' )I + 1)23'(41'-)2 *C+25&

F(9&( -2-'-+'-N&; @2 'C& ,+3' -' [+3 '+\-25 )N&( + :&+( ') -334& + 1C+25& )(9&(; $ (&N-&[ )I %&'()

contract language did not find any stated timelines for Metro’s response. Specification D" <P UA 3'+'&3

simply that “%&'() [-.. +11&,' )( (&0&1' &+1C T-6& @6,+1' $2+.:3-3; V,)2 +,,()N+.R + 1),: )I + T-6&

@6,+1' $2+.:3-3 3-52&9 M: %&'()R [-.. M& (&'4(2&9 ') 'C& *)2'(+1')( I)( -21)(,)(+'-)2 -2') 'C& 31C&94.&”R

[-'C)4' +2: 3'+'&6&2' )I [C&2 'C-3 C+3 ') M& 9)2&; %&'() ,()1&94(& .-\&[-3& 9)&3 2)' +99(&33 'C&

'-6-25 )I (&3).N-25 1)2'(+1')( 9&.+:3; =4('C&(6)(&R 'C& '),-1 )I [C&2 + 9&.+: +2+.:3-3 3C)4.9 M& 9)2&

[+3 +.3) 2)' +99(&33&9 -2 'C& /% $1+9&6: '(+-2-25 9)2& -2 k+24+(: <D"H; XC-.& 3)6& -2 %&'() I&&. 'C&

'-6&.-2&33 )I 9&.+: (&3).4'-)2 -3 +2 &29&6-1 -334&R 'C&(& -3 2) +1'-)2 M&-25 '+\&2 ') 1)((&1' 'C& ,()M.&6;

Regarding payment for delays, Metro’s contract follows a best practice in 1)2'(+1' 5&2&(+. 1)29-'-)2 D"

<P UAR 3&1'-)2 <P;H;H M: 3'+'-25 'C+' “TC& +1'4+. 246M&( )I 9+:3 )I *)6,&23+M.& J&.+: 6+: M& 5(&+'&(

)( .&33&( 'C+2 'C& &3'-6+'&9 ]4+2'-':; *)2'(+1')( [-.. M& ,+-9 J&.+: *)6,&23+'-)2 )2.: I)( +1'4+.

*)6,&23+M.& J&.+:3R [-'C)4' (&3,&1' ') 'C& &3'-6+'&9 ]4+2'-':;” This clause avoids a common concern

F[2&(3 [C) 9&+. [-'C 9&.+:3 )2 + 1)2'&6,)(+2&)43 M+3-3 C+N&R 'C+' 'C&: [-.. )N&(,+: 'C&-( 1)2'(+1')(

I)( + I)(&1+3' 9&.+: 'C+' 2&N&( +1'4+..: 6+'&(-+.-G&3;

$ (&.+'&9 I-29-25 -3 'C+' %&'() -3 &3'+M.-3C-25 9+-.: )N&(C&+9 (+'&3 I)( 1)6,&23+M.& 9&.+:3 'C()45C 'C&

bidding process, rather than through an accounting audit of the contractor’s true outa)Ia,)1\&' 9&.+:a

(&.+'&9 1)3'3; %&'() 1)2'(+1' 5&2&(+. 1)29-'-)2 D" <P UAR 3&1'-)2 <P;H;H states that the “9+-.: (+'& )I

J&.+: *)6,&23+'-)2 -3 'C& (+'& 3&' I)('C -2 'C& 81C&94.& )I b4+2'-'-&3 +29 /(-1&3; TC& T)'+. *)2'(+1'

/(-1& +9043'6&2' 3C+.. )2.: M& +' 'C& 3,&1-I-&9 J&.+: *)6,&23+'-)2 (+'&; ” Metro’s 81C&94.& )I

b4+2'-'-&3 +29 /(-1&3 =)(6 81C&94.& ` – J&.+: *)6,&23+'-)2 3'+'&3 'C+' “The items in Schedule E shall

M& -21.49&9 -2 T)'+. /(-1& /(),)3+. I)( &N+.4+'-)2 M4' 3C+.. 2)' M& ,+(' )I 'C& T)'+. *)2'(+1 t Price.”

JNM ;%&$ >32,$.,%

@' -3 [-9&.: (&1)52-G&9 -2 'C& -2943'(: 'C+' 9&.+:3 ') 1)2'(+1' 1)6,.&'-)2 3C)4.9 M& +99(&33&9 +3 'C&:

)114(; TC& 6&+23 )I +99(&33-25 9&.+:3 -3 ') ,&(I)(6 + '-6& -6,+1' +2+.:3-3 'C+' +..)1+'&3 (&3,)23-M-.-':

I)( 9&.+:3 M&'[&&2 'C& )[2&( +29 1)2'(+1')(R +29 43& -' ') (&3).N& 'C& 9&.+:3 -2 + 1C+25& )(9&( )(

6-'-5+'-)2 ,.+2; X-'C)4' 341C +2 +2+.:3-3 -' -3 9-II-14.' ') (&]4-(& + 1)2'(+1')( ') 6+\& 4, .)3' '-6&R +29

'C& N+.4& )I 'C& 31C&94.& +3 + ,.+22-25 +29 (&'()3,&1'-N& ')). -3 1)6,()6-3&9;

Boston’s $14.5B Central Artery Tunnel program is an excellent example of successful resolution of

9&.+:3; TC-3 6+33-N& ,()0&1' 9&+.' [-'C -2246&(+M.& 9&.+: -334&3 )2 )N&( )2& C429(&9 1)2'(+1'3 [-'C

)2.: )2& 1)2'(+1' 5)-25 ') .-'-5+'-)2; TC-3 3411&33I4. '(+1\ (&1)(9 -3 94& -2 .+(5& ,+(' ') 'C& I+1' 'C+' 'C&

,()0&1' +99(&33&9 &+1C 9&.+: +3 -' +()3&R (+'C&( 'C+2 [+-'-25 I)( 'C& &29 )I 'C& 1)2'(+1'; `Q,&(-&21&9

9&.+: 1.+-63 +2+.:3'3 [&(& +33-52&9 I4..a'-6& ') 'C& ,()0&1' 3) 'C+' (&3,)23-M-.-': I)( 9&.+:3 1)4.9 M&

9&'&(6-2&9 +29 9&1-3-)23 6+9& M+3&9 )2 'C+' +2+.:3-3; *(&+'-N& 3).4'-)23 ') 42+N)-9+M.& 9&.+:3 [&(&

+M.& ') M& I)(64.+'&9R 341C +3 ,(-)(-'-G+'-)2 )I 043' 'C& ,)('-)2 )I [)(\ 2&&9&9 M: I)..)[a)2 1)2'(+1')(3

[-'C + '-6& &Q'&23-)2 I)( 'C& )'C&( 31),&l )( 3C-I'-25 'C& 9&.+:&9 [)(\ ') 'C& I)..)[a)2 1)2'(+1')(;

*C+25& )(9&(3 5(+2'-25 '-6& +29 9&.+: 9+6+5&3 [&(& -334&9 1)2'&6,)(+2&)43.:;

SE

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*+,-'+. /()0&1' *)23'(41'-)2 %+2+5&6&2' 7&3' /(+1'-1&3 8'49:

$6)25 'C& )[2&(3 [C) 3'-.. ,(&I&( ') [+-' 42'-. 'C& &29 )I 'C& 1)2'(+1'R 'C& (&+3)2 6)3' )I'&2 3'+'&9

I)( 9)-25 3) -3 'C+' 'C&: 9) 2)' [+2' ') )N&(,+: 'C& 1)2'(+1')( I)( 9&.+: 9+6+5&3 'C+' +(& I)(&1+3' M4'

6+: 2)' +1'4+..: )114(; TC& 8+2 =(+21-31) /4M.-1 V'-.-'-&3 *)66-33-)2 K8=/V*O +99(&33&9 'C-3 1)21&(2

M: -334-25 +2 $..)[+21& *C+25& F(9&( 'C+' 5+N& + '-6& &Q'&23-)2 +29 1(&+'&9 + ,)). )I 6)2&:

1+.14.+'&9 +3 'C& 246M&( )I 9+:3 )I 1)6,&23+M.& 9&.+: K+3 9&'&(6-2&9 M: 'C&-( -29&,&29&2' T-6&

@6,+1' $2+.:3-3O 64.'-,.-&9 M: 'C& +5(&&9 9+-.: )N&(C&+9 (+'&; TC&2 &+1C 6)2'C 'C& 1)2'(+1')( 1)4.9

M-.. I)( 'C& 9&.+: +1'4+..: &21)42'&(&9; @' +.3) ,()N-9&9 'C& )[2&( 'C& ),,)('42-': ') (&941& 'C&

+6)42' )I 1)6,&23+M.& 9&.+:3 [C&2 'C& 1)2'(+1')( C+3 1)214((&2' 9&.+:3 'C+' +(-3& +I'&( 'C& *C+25&

F(9&( -3 -334&9;

%+2: )[2&(3 ,(&I&( ') &3'+M.-3C 'C& 9+-.: (+'& I)( 1)6,&23+M.& 9&.+:3 I()6 +2 +49-'R (+'C&( 'C+2 'C&

M-9 ,()1&33; XC&(& 'C& M-9 -'&6 -3 2)' +99&9 ') 'C& 3&.&1'-)2 ,()1&33 +29 'C43 -3 2)' ,+(' )I 'C&

1)6,&'-'-N& ,()1&33 )I &3'+M.-3C-25 'C& 9+-.: (+'&R 'C&(& -3 .-''.& -21&2'-N& I)( + 1)2'(+1')( ') )II&( +

(&+3)2+M.& ,(-1&; J&.+: 9+6+5&3 &+3-.: 5&' -2') 6-..-)23 )I 9)..+(3 N&(: ]4-1\.:;

JOM :%,"11%#72$."#

?&1)66&29+'-)2 "U; Delays should be addressed as they occur, not at the end of a project. Metro’s

1)2'(+1' (&1)52-G&3 'C-3 M: (&]4-(-25 '-6&.: +1'-)2 M: 'C& 1)2'(+1')( [C&2 + 9&.+: )114(3R M4' 'C& 3+6&

sense of urgency does not apply to Metro’s response.

?&1)66&29+'-)2 "B; %&'() 3C)4.9 1)23-9&( &3'+M.-3C-25 '-6&.-2&3 I)( +5&21: (&3,)23& -2 -'3 ?&3-9&2'

Engineer’s Manual, and should train us&(3 -2 'C& 6)(& 3'(-25&2' (&]4-(&6&2'3; /()1&94(+. +49-'3 3C)4.9

I)143 )2 1)6,.-+21& [-'C 'C-3 2&[ ,()1&94(& 42'-. 6)3' ,()0&1' '&+63 +(& I)..)[-25 -'3 (&]4-(&6&2'3;

?&1)66&29+'-)2 "P; Metro should also consider establishing a contractor’s daily )N&(C&+9 (+'& M+3&9

)2 +49-'+M.& (&1)(93 (+'C&( 'C+2 + M-9 -'&6 'C+' 9)&3 2)' I+1')( -2') 'C& *)2'(+1' /(-1&; @I -' [-3C&3 ')

1)2'-24& [-'C + M-9 (+'& -' 3C)4.9 6+\& 'C+' (+'& ,+(' )I 'C& 1)2'(+1' ,(-1& 3) 'C&(& -3 +2 -21&2'-N& I)(

'C& 1)2'(+1')( ') M& 1)6,&'-'-N&;

:" Metro’sContractAdministrationprocessworkswell M&:5/& 2/&1--C$&/+& :-&-LF!1C-CM&-LF=!21-C&

!1C&F*+!./28-=A&-1>+*.-C&K@FF-1C2L&@M&N21C21I$&'JM&'O&!1C&;G"Q&

JIM 6.#7.#8

J4(-25 -2'&(N-&[3 3&N&(+. ,+('-1-,+2'3 +' M)'C &Q&14'-N& +29 3'+II .&N&. 2)'&9 'C+' 'C&(& [+3 2)' +

'C)()45C 3'+II 429&(3'+29-25 )I .&5+. 1)21&(23R -334&3 +29 (&]4-(&6&2'3 I)( 1)2'(+1'3 +29 +2

-2+9&]4+'& 429&(3'+29-25 )I 1)2'(+1' +96-2-3'(+'-)2 M: /%’3R _*% 3'+II +29 /()5(+6 %+2+5&6&2'; @'

[+3 +.3) 2)'&9 'C+' 'C&(& [&(& 1)6,.-+21& -334&3 [-'C /%’3 )2 1C+25& )(9&(3R T@$’3R &'1; #))\-25 6)(&

3'+'-3'-1+..: +' 'C& +2&19)'+. -2'&(N-&[ 1)66&2'3R 'C& )N&(+.. 31)(& I)( 'C& *C+25& *)2'(). '),-1 -2 'C&

3&.Ia+33&336&2' 34(N&: K(&34.'3 3C)[2 M&.)[O -3 + S;BB )4' )I HR )( UBe; TC&(& [&(& "E ,+('-1-,+2'3 )4'

)I UB K"BeO 'C+' 31)(&9 *C+25& *)2'(). + < )( .&33;

SH

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L()4, h ?&3,)23&3 $N&(+5&

81)(&

*/>J B S;DD

`>* <B S;BA

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T)'+. UB

FN&(+.. $N&(+5& S;BB

=-54(& P^ *C+25& *)2'(). 84(N&: ?&3,)23&3

XC&2 +3\&9 -2 'C& 34(N&: “!"#$ #&'($ )"#*+, )'*$-'. )'(./ &, 012-'3,/ R” 'C& I)..)[-25 3&.Ia

+33&336&2' (&3,)23&3 [&(& (&,)('&9; TC& +1'4+. [(-''&2 1)66&2'3 I()6 %&'() 3'+II +(& -2 'C& 34Ma

M4..&'3R -2 ]4)'&3; T&+6 @2'4&)( C+3 5()4,&9 'C& 1)66&2'3 429&( 6+0)( 1+'&5)(-&3 ') 3466+(-G& &+1C

5()4, )I 1)66&2'3; X)(93 n-2 M(+1\&'3o [&(& +99&9 M: @2'4&)( I)( 1.+(-':^

*)23'(41'-)2 1C+25& 1)2'(). 2&&93 \2)[.&95&+M.& .&+9&(3C-,;

! “XC-.& + 3:3'&6 -3 &3'+M.-3C&9R 'C&(& -3 2) 3,&1-I-1 ’1C+25& 1)2'(). 9&,+('6&2'’ C+29.-25

'C& 3,&1-I-13 )I 341C”;

*C+25& *)2'(). (&3,)23-M-.-'-&3 [&(& 1)6M-2&9 [-'C J)146&2' *)2'(). (&3,)23-M-.-'-&3 ') I)(6

*)2I-54(+'-)2 %+2+5&6&2' +29 -29-N-94+.3 1()33a'(+-2&9; W)[&N&( 'C& &Q,&('-3& )I “1C+25&

1)2'().’ C+3 M&&2 .)3'; TC&3& +(&+3 (&]4-(& 9-II&(&2' '&1C2-1+. 3\-..3; 8'+II -2N).N&9 -2 'C& 1C+25&

1)2'(). ,()1&33 6+: 2)' C+N& (&1&-N&9 +,,(),(-+'& '(+-2-25;

! “$' '-6&3 'C& *)2'(+1' $96-2-3'(+')( -3 42+[+(& )I *C+25&3 -2 'C& I-&.9; %+2+5&(3 )I'&2

9) 2)' 429&(3'+29 'C& ,()1&33 +29 'C& '-6&.-2& (&.+'&9 ') *)2'(+1' *C+25& X)(\ ”;

! “@2 +99-'-)2R 'C& 81),& )I X)(\ 'C+' -3 ,()N-9&9 I)( 'C& *C+25& X)(\ -3 421.&+( +29 'C+'

6+\&3 ,()1&33-25 'C& *)2'(+1' %)9-I-1+'-)2 9-II-14.' ') %&(-'; TC-3 +.3) (&34.'3 -2 +

%&'() `3'-6+'& 'C+' -3 2)' 1)6,+(+M.& ') 'C& *)2'(+1')( ’3 ,(),)3+.”;

! “8)6&'-6&3 (&]4-(&9 -2 1)2'(+1'3 M4' 'C&(& -3 2) I)(6+. '(+-2-25 ') /.+22-25 3'+II )2

C)[ ') 54-9& 'C& 9&N&.),6&2' +29 +96-2-3'(+'-)2 )I + /%/”;

Metro’s change control processes and procedures are not consistently applied ') +.. ,()0&1'3

+29 9&,+('6&2'3;

! “n#+1\o 8'+29+(9 1C+25& 1)2'(). ,()1&94(&3 +1()33 +.. 1+,-'+. ,()0&1'3”;

! “Y)' +.. ,()0&1'3c,()5(+63 4'-.-G-25 /* 1C+25& 1)2'(). ,()1&94(&3”;

! “@ 9)2’' 'C-2\ 'C& 36+..&( ,()0&1'3 +(& 43-25 'C& **7”;

! “Y&&9 n1C+25& 1)2'(). ,()1&94(&3o -2 W-5C[+: /()5(+6”.

%&'(o’s change control processes and procedures are not proactively enforced across the

&2'&(,(-3&;

! “L&''-25 'C& 1)2'(+1')( ') I)..)[ 1C+25& 6+2+5&6&2' (&]4-(&6&2'3 I()6 'C& L*3

n1)4.9 M& -6,()N&9o”.

! “@21)23-3'&2'R (+29)6R 34M0&1'-N& &2I)(1&6&2' )I n1C+25& 1)2'().o ,()1&94(&3”.

! “X& (&1&2'.: I)429 'C& ,()0&1' '&+6 I)( )2& ,()0&1' [+3 43-25 'C&-( )[2 3,(&+93C&&' ')

'(+1\ 1C+25&3 +29 -' 9-92’' 6+'1C 'C& **F #)5; TC-3 1(&+'&9 + 6+0)( 1)3' (-3\ +3 'C&

3,(&+93C&&' C+9 6)(& 1C+25&3 'C+2 'C& **F #)5; **F #)5 643' M& 14((&2' I)( 43 ')

6+2+5& 'C& ,()0&1' *%$ +29 #F/ 7495&'”.

SA

#$ %&'()

*+,-'+. /()0&1' *)23'(41'-)2 %+2+5&6&2' 7&3' /(+1'-1&3 8'49:

! “TC& #/` '&+6 3C)4.9 M& 43-25 'C& “@334&3” 6)94.& ') '(+1\ ,)'&2'-+. 1C+25&3 +29 2)'

'(+1\ 'C&6 -2 'C& *Y 3:3'&6”;

Metro’s system of change control checks and balances slows down the cons'(41'-)2 1C+25&

+,,()N+. ,()1&33;

! “/4(,.& #-2& `Q'&23-)2 K/#Ò 43&3 + C+(9 1),: M+3&9 3:3'&6 +29 'C& 6+-. 9&.-N&(: 3.)[3

'C-253 9)[2R &3,&1-+..: (&.+'&9 ') .&5+. (&N-&[”;

! “TC& *C+25& %+2+5&6&2' (&N-&[ ,()1&33 2&&93 ') M& .&33 &2146M&(&9R +29 M&

9&1&2'(+.-G&9”;

! “*C+25& F(9&( ,()1&33 1+2 '+\& A 6)2'C3; TC-3 1+43&3 (&+. -334&3 )2 'C& ,()0&1' .&N&.”;

Presumably these comments come from the 18% of the participants who were dissatisfied with Metro’s

1C+25& 1)2'(). ,&(I)(6+21&; TC& 1)21.43-)2 I()6 'C-3 9+'+ -3 'C+' [C-.& 'C& 31)(-25 3C)[3 'C+' )N&(+..

1C+25& 1)2'(). +,,&+(3 ') M& &II&1'-N&.: I421'-)2-25R 'C& 1)66&2'3 -29-1+'& 'C+' 'C& ,()M.&6 -3 + .+1\

)I 1)23-3'&21: -2 +,,.-1+'-)2 )I 'C& 1C+25& 1)2'(). ,()1&33;

JNM ;%&$ >32,$.,%

%&'() -'3&.I C+3 &3'+M.-3C&9 + M&3' ,(+1'-1& 3&' )I 1C&1\3 +29 M+.+21&3 I)( 1)2'(+1' +96-2-3'(+'-)2R +3

2)'&9 M&.)[^

A contractor’s CO request is submitted directly to 3)6&)2& [C) -3 -29&,&29&2' I()6 'C&

6+2+5&6&2' )I 'C& ,()0&1' – _&29)( *)2'(+1' %+2+5&6&2' K_*%O *)2'(+1' $96-2-3'(+')( K*$O;

TC& *$ +29 /()0&1' %+2+5&( 9&'&(6-2& -I 'C& 34M6-33-)2 C+3 + I4..: 9&I-2&9 31),&;

/()5(+6 %+2+5&6&2' -29&,&29&2'.: &3'-6+'&3 'C& 1)3' +29 '-6& -6,+1' )I 'C& 1C+25&;

Metro’s Legal department reviews it for merit.

TC& _*% *$ '+\&3 'C& .&+9 -2 1)2'(+1')( 2&5)'-+'-)23;

XC-.& Metro’s -29&,&29&2' )N&(3-5C' 6-2-6-G&3 'C& (-3\ )I I(+49 +29 )N&(,+:6&2' ') 1)2'(+1')(3R -'

9&.+:3 'C& '-6& -' '+\&3 ') ,()1&33 1C+25& )(9&(3 K6)(& 'C+2 + :&+( +' '-6&3OR +29 1(&+'&3 3)6&

1)2I43-)2 -2 ().&3 +29 (&3,)23-M-.-'-&3;

SFPUC’s Water System Improvement Program established a timely change order approval process that

-21.49&9 +2 +,,(),(-+'& .&N&. )I 1C&1\3 +29 M+.+21&3; d&: &.&6&2'3 )I 'C-3 ,()1&33 I)..)[^

TC& 1)234.'+2' 1)23'(41'-)2 6+2+5&( -3 5-N&2 +2 +N&(+5& )I "De 1)2'-25&21: I)( 1)3' +29 '-6&

1C+25& )(9&(3R [C-1C 1)4.9 M& 3,&2' +' 'C& 9-31(&'-)2 )I 'C& 8=/V* L&2&(+. %+2+5&(;

*)234.'+2' 1)23'(41'-)2 6+2+5&( C+3 ') &6,.): + ,()I&33-)2+. =-&.9 *)2'(+1' $96-2-3'(+')( 'C+'

,)33&33&9 'C& I)..)[-25 ]4+.-I-1+'-)23^

! $' .&+3' '&2 K"DO :&+(3 )I (&1&2' &Q,&(-&21& -2 1)23'(41'-)2 1)2'(+1' 6+2+5&6&2' )2

.+(5& +29 1)6,.&Q &25-2&&(-25c1)23'(41'-)2 ,()0&1'3 3-6-.+( ') 'C& X8@/ ,()0&1'3;

! `Q,&(-&21& -2 +' .&+3' 'C(&& KSO (&.&N+2'R N&(-I-+M.& C&+N: 1-N-.c-2943'(-+. ':,& ,()0&1'3;

! $ M+11+.+4(&+'& 9&5(&& I()6 +2 +11(&9-'&9 -23'-'4'-)2 -2 `25-2&&(-25R *)23'(41'-)2

%+2+5&6&2'R 743-2&33 $96-2-3'(+'-)2 )( (&.&N+2' 9-31-,.-2&;

! =4..: \2)[.&95&+M.& -2 *)23'(41'-)2 *)2'(+1' ?&]4-(&6&2'3R *)2'(+1' *C+25&

*)29-'-)23 +29 *.+-63 +2+.:3-3 +29 2&5)'-+'-)23R *C+25& F(9&(3 *)3' `3'-6+'&3R +29

T-6& @6,+1' $2+.:3-3;

! `Q,&(-&21& -2 43-25 /(-6+N&(+ /A 81C&94.-25 3)I'[+(& +29 *)2'(+1' %+2+5&(c`Q,&9-'-)2

-3 C-5C.: 9&3-(+M.&;

SU

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*+,-'+. /()0&1' *)23'(41'-)2 %+2+5&6&2' 7&3' /(+1'-1&3 8'49:

$.. 1C+25&3 C+N& ') M& +4'C)(-G&9 M: +2 $5&21: *)23'(41'-)2 %+2+5&( K\2)[.&95&+M.& )I 'C&

9&'+-.3OR /()0&1' %+2+5&(R +29 'C& J-(&1')( )I *)23'(41'-)2; #+(5&( 1C+25&3 C+N& ') M&

+4'C)(-G&9 M: 'C& /()5(+6 J-(&1')(R $33-3'+2' L&2&(+. %+2+5&( +29 'C& L&2&(+. %+2+5&(;

?&,.&2-3C6&2' )I 'C& "De C+3 ') M& +4'C)(-G&9 M: 'C& *)66-33-)2; TC& ,+1\+5& -21.49&3 +2

&Q,.+2+'-)2 )I C)[ 'C& 1)2'-25&21: ') 9+'& C+3 M&&2 3,&2';

$2 -29&,&29&2' +49-' )I 1C+25& )(9&(3 )2 &N&(: ,()0&1' (&5+(9.&33 )I 3-G& -3 9)2& ]4+('&(.: M: +

1)234.'+2' /()5(+6 %+2+5&( 43-25 'C& *)2'(+1' %+2+5&6&2' @2I)(6+'-)2 8:3'&6 K*%@8O;

The City’s internal audit group conduct3 ,&(-)9-1 ,()1&94(+. 1)6,.-+21& +49-'3R M)'C [-'C -'3

)[2 3'+II +29 [-'C 1)234.'+2' +49-')(3;

TC& 1)234.'+2' ,()5(+6 6+2+5&( 43&3 'C& *%@8 ') '(+1\ 9)146&2' '4(2+()429 '-6&3 I)( 1C+25&

orders, submittals and RFIs. Monthly “High Alert” reports +(& 43&9 ') -9&2'-I: 'C& -29-N-94+.3

(&3,)23-M.& I)( M)''.&2&1\3; /C)2& 1+..3 +(& 6+9& M: 'C& 8=/V* J-(&1')( )I *)23'(41'-)2 ') 'C&

(&3,)23-M.& -29-N-94+.3 ') (&3).N& 'C& &29&6-1 -334&3; $.. (&N-&[&(3 [&(& C&.9 +11)42'+M.&;

$3 + (&34.' )I 'C-3 ,()1&33R 'C& ,()5(+6 C+3 + C-5C ,&(1&2'+5& )I 3411&33I4. ,()0&1'3 'C+' [)2 246&()43

+[+(93 I()6 N+(-)43 ,()I&33-)2+. 3)1-&'-&3R +29 [+3 I(&]4&2'.: C-5C.-5C'&9 -2 ̀ 25-2&&(-25 Y&[3 ?&1)(9;

JOM :%,"11%#72$."#

?&1)66&29+'-)2 <D; $ 3'()25 .&+9&( [-'C 1)23'(41'-)2 1C+25& )(9&( &Q,&(-&21& 3C)4.9 M& ,4' -2

1C+(5& )I +2 +5&21: [-9& 1C+25& 1)2'(). 5()4,; $ 1C+-2 )I 1)66+29 3C)4.9 M& 6)(& 1.&+(.:

&3'+M.-3C&9R [-'C ().&3 +29 (&3,)23-M-.-'-&3 )I 'C& N+(-)43 ,+('-1-,+2'3 -2 'C& 1C+25& 1)2'(). ,()1&33

9&31(-M&9 +29 1)6642-1+'&9 'C()45C '(+-2-25; /()1&94(&3 3C)4.9 M& 9&N&.),&9 'C+' &3'+M.-3C

'-6&.-2&3 I)( (&3).4'-)2;

?&1)66&29+'-)2 <"; TC& *)2'(+1' $96-2-3'(+')(3 -2 'C& *C+25& *)2'(). 5()4, 3C)4.9 M& (&]4-(&9 ')

6&&' 6-2-646 ]4+.-I-1+'-)23; 8+6,.& 6-2-646 ]4+.-I-1+'-)23 (&]4-(&9 M: 'C& 8=/V* +(& ,()N-9&9

+M)N& +3 + 3'+('-25 ,)-2'; *$3 3C)4.9 M& &Q,&(-&21&9 1)23'(41'-)2 ,()I&33-)2+.3 [-'C I-&.9 &Q,&(-&21& -2

9&+.-25 [-'C 1)2'(+1')( 1C+25&3; TC&(& 3C)4.9 M& + 1+(&&( ,+'C I()6 *)23'(41'-)2 ') *)2'(+1'

$96-2-3'(+'-)2;

?&1)66&29+'-)2 <<; TC&(& 2&&93 ') M& M&''&( '(+-2-25 )I 'C& 1)2'(+1' +96-2-3'(+'-)2 +29 1C+25&

1)2'(). ,()1&33 ') +.. 3'+II; TC& /% $1+9&6: -3 1)N&(-25 '),-13 +' + C-5C .&N&.R [C-.& 'C-3 34M0&1' 2&&93

-'3 )[2 I4.. 9+: )( 6)(& )I '(+-2-25; TC& #&5+. 9&,+('6&2' 3C)4.9 ,+('-1-,+'& -2 'C& 9&N&.),6&2' +29

&Q&14'-)2 )I 'C-3 '(+-2-25;

?&1)66&29+'-)2 <S; Metro’s chang& 1)2'(). ,()1&33&3 +29 ,()1&94(&3 3C)4.9 M& 1)23-3'&2'.: +,,.-&9

') +.. ,()0&1'3 +29 9&,+('6&2'3; TC-3 [)4.9 -21.49& 'C& C-5C[+: ,()5(+6 +29 36+..&( ,()0&1'3; TC&3&

,()1&33&3 +29 ,()1&94(&3 3C)4.9 M& ,()+1'-N&.: &2I)(1&9 +1()33 'C& &2'&(,(-3&;

?&1)66&29+'-)2 <E; $2 +49-' I421'-)2 3C)4.9 M& &3'+M.-3C&9 +29 (&54.+( +49-'3 3C)4.9 M& 1)2941'&9;

?&1)66&29+'-)2 <H; %&'() 3C)4.9 &3'+M.-3C +11)42'+M-.-': I)( 9)146&2' '4(2+()429 '-6&3;

SB

#$ %&'()

*+,-'+. /()0&1' *)23'(41'-)2 %+2+5&6&2' 7&3' /(+1'-1&3 8'49:

?&1)66&29+'-)2 <A; %&'() 3C)4.9 ,4' 'C& /()0&1' %+2+5&(c*)23'(41'-)2 %+2+5&( M+1\ -2 1C+(5& )I

'C& 1C+25& )(9&( ,()1&33R [-'C 34,,)(' I()6 1)a.)1+'&9 ,()I&33-)2+. 1)2'(+1' +96-2-3'(+')(3 I()6

_&29)(c*)2'(+1' %+2+5&6&2';

?&1)66&29+'-)2 <U; @' -3 2)'&9 'C+' I)( ,()0&1'3 'C+' 43& 'C& /%@8 *)2'(+1' %+2+5&6&2' 9+'+M+3&R

'C& +5-25 )I + 1C+25& )(9&( -3 '(+1\&9; T&+6 @2'4&)( C+3 2)' M&&2 ,()N-9&9 -2I)(6+'-)2 'C+' -9&2'-I-&3

[C) -3 1(&+'-25 + M)''.&2&1\; $.. ,()0&1'3 3C)4.9 43& 'C& 1&2'(+. 1C+25& 6+2+5&6&2' 9+'+M+3& -2 'C&

/%@8l +29 'C& 43& )I 3'+29+.)2& 3,(&+93C&&'3 ') '(+1\ 1C+25&3 3C)4.9 M& M+((&9;

?&1)66&29+'-)2 <B; %&'() 3C)4.9 improve the contractor’s compliance with and Metro’s

&2I)(1&6&2' )I 'C& 1C+25& 6+2+5&6&2' (&]4-(&6&2'3; T) 9) 3) %&'() 6+2+5&6&2' 2&&93 ') N&(-I:

'C+' -' [+2'3 ') N-5)()43.: &2I)(1& 'C& I)..)[-25 .+254+5&^

“Y)'-I: %&'() [-'C-2 I-N& 1+.&29+( 9+:3 )I M&1)6-25 +[+(& )I + 9&.+: +29 34M6-' + T-6& @6,+1' $2+.:3-3

[-'C-2 '&2 1+.&29+( 9+:3 +I'&( 2)'-I-1+'-)2; @I 'C& *)2'(+1')( 9)&3 2)' 34M6-' + Y)'-I-1+'-)2 )I J&.+: +29

T-6& @6,+1' $2+.:3-3 I)( + 3,&1-I-1 *C+25& F(9&(c%)9-I-1+'-)2 )( 9&.+: [-'C-2 'C& 3,&1-I-&9 ,&(-)9 )I

time, the Contractor shall be deemed to have irrevocably waived rights to additional time and cost.” !

@I -2 I+1' -' -2'&293 ') &2I)(1& 'C-3 [+-N&( .+254+5&R [C-1C [-.. 1&('+-2.: 6+\& 1)2'(+1')(3 M& '-6&.-&(R

%&'()’s '), 6+2+5&6&2' 2&&93 ') 6+\& + 3'()25 ,4M.-1 +22)421&6&2' ') 1)2'(+1')(3R 1)234.'+2'3 +29

3'+II ') +N)-9 +2: +(546&2' M: 1)2'(+1')(3 'C+' %&'() C+3 [+-N&9 -'3 (-5C' ') &2I)(1& -'3 1)2'(+1'

.+254+5& M: ,+3' I+-.4(&3 ') &2I)(1& -';

?&1)66&29+'-)2 <P; TC& 14((&2'.: 3,&1-I-&9 '-6&I(+6&3 3C)4.9 M& (&N-3&9 ') + 6)(& (&+.-3'-1

'-6&I(+6&R +29 &Q1&,'-)23 ') 'C& C+(9 94(+'-)23 M& +..)[&9 I)( 3,&1-+. 1-(1463'+21&3; TC& '&2 1+.&29+(

9+:3 +I'&( 2)'-1& ') 34M6-' + T-6& @6,+1' $2+.:3-3 -3 42(&+.-3'-1; TC& 2)'-1& -3 94& +' 'C& 3'+(' )I + 9&.+:R

M4' 'C& T@$ 1+22)' M& 1)6,.&'&9 42'-. 'C& 9&.+: -'3&.I C+3 &29&9 )( + (&+3)2+M.: +114(+'& 9+'& 1+2 M&

I)(&1+3'; TC43 -' -3 M&''&( ') 3'+'& “Notify Metro within five calendar days of becoming aware of a delay

"#$ &'()*+ " ,*)- .)/"0+ 1#"23&*& 4*+5*# +-# 0"2-#$"6 $"3& "7+-6 #8+*7*0"+*8# +5- $-2"3 5"& -#$-$9 0"#

(- 6-"&8#"(23 786-0"&+9 86 '/8# $-)"#$ (3 +5- :#;*#--69 45ichever is earlier.”

TC& '-6&.: ,()1&33-25 )I N&29)( 1C+25& )(9&(3 -3 + \&: &.&6&2' )I ,()0&1' 3411&33; XC-.& 'C& 14((&2'

*C+25& %+2+5&6&2' (&N-&[ ,()1&33 -3 + M&3' ,(+1'-1& -2 '&(63 )I 1C&1\3 +29 M+.+21&3R -' C+3 (&34.'&9 -2

1C+25& )(9&( '4(2+()429 '-6&3 I()6 A 6)2'C3 ') 6)(& 'C+2 + :&+(; /+(' )I 'C& ,()M.&6 -3 'C+' 'C&(&

+(& 3&N&(+. 9-II&(&2' %&'() 9&,+('6&2'3 -2N).N&9; TC& (&.-+21& )2 1&2'(+. 5()4,3 (&6)'& I()6 'C& I-&.9

[)(\ ') C+29.& +.. 1)2'(+1'3 1(&+'&3 M)''.&2&1\3 +29 -2&II-1-&21-&3; TC& 6)(& ,+('-&3 -2N).N&9 -2 'C&

1C+25& 6+2+5&6&2' ,()1&33 'C& 6)(& 'C& +96-2-3'(+'-N& 1)3' )I 6&&'-253R &6+-.3 +29 'C& 2&&9 ')

(&+1C + 1)23&2343 &31+.+'&3; TC-3 [+: )I 9&+.-25 [-'C 1C+25& )(9&(3 9&N&.),&9 -2 (&+1'-)2 ') &+(.-&(

,()M.&63 C+3 3-21& M&&2 (&3).N&9;

?&1)66&29+'-)2 SD; V3& + 6)9&. 6)(& .-\& 'C& 8=/V* M&3' ,(+1'-1& 9&31(-M&9 +M)N&R [C&(& 'C& /%

+29 *% +(& -2 1C+(5& )I 'C& 1C+25& )(9&( ,()1&33R [-'C 34,,)(' I()6 ,()I&33-)2+. 1)2'(+1'

+96-2-3'(+')(3 'C+' +(& &6,)[&(&9 ') 9-3+5(&& [-'C 'C& /%c*% -I 'C&: +(& 2)' I)..)[-25 'C& 1)2'(+1';

$2 &2C+21&6&2' ') 'C& 8=/V* 6)9&. %&'() 6-5C' 1)23-9&( -3 ') C+N& 'C& =-&.9 *)2'(+1' $96-2-3'(+')(3

S %&'() 1)2'(+1' 5&2&(+. 1)29-'-)2 D"<PUA S;DP Y)'-I-1+'-)2 )I J&.+: +29 T-6& @6,+1' $2+.:3-3

SP

#$ %&'()

*+,-'+. /()0&1' *)23'(41'-)2 %+2+5&6&2' 7&3' /(+1'-1&3 8'49:

'C+' C+29.& 1)2'(+1')( 1C+25& )(9&(3 (&6+-2 _*% &6,.):&&3R M4' 9&,.): 'C&6 ') 'C& I-&.9 -2 + 6+'(-Q

)(5+2-G+'-)2; T) C+29.& 'C& N).46& )I 1C+25&3 94(-25 'C& +11&.&(+'&9 ZED7 1+,-'+. ,()5(+6R -' -3 +.3)

(&1)66&29&9 'C+' _*% ,()14(& )2& )( 6)(& )2 1+.. *)2'(+1' $96-2-3'(+'-)2 I-(63 ') C&., 'C&6 C+29.&

'C& N).46&; $.. 1)234.'+2' 3'+II 3C)4.9 6&&' 'C& 3+6& ]4+.-I-1+'-)23 +29 5&' 'C& 3+6& '(+-2-25 +3 %&'()

_*% 3'+II;

TC&3& +(& 1()33 14''-25 (&1)66&29+'-)23R -6,+1'-25 246&()43 ,()1&33&3; @' 3C)4.9 M& 2)'&9 'C+'

[C&2 -6,.&6&2'-25 'C& (&1)66&29+'-)23 I)( 'C-3 -334&R -' -3 &33&2'-+. 'C+' 'C&3& (&1)66&29+'-)23 M&

1.)3&.: 1))(9-2+'&9 +29 -2'&5(+'&9R 2)' )2.: I)( 'C-3 3&' )I (&1)66&29+'-)23R M4' -2 1)23-9&(+'-)2 [-'C

+.. )I 'C& ,(),)3&9 (&1)66&29+'-)23 [-'C-2 'C-3 (&,)(' K(&I&( ') 'C& @6,.&6&2'+'-)2 ?)+96+, [-'C-2

'C& ̀ Q&14'-N& 8466+(: I)( +99-'-)2+. 9-31433-)2O;

." HE!1I-&Z*C-*&#*!.%21I&.!1&:-&-1E!1.-C&:A&.+1$2$/-1/&5$-&+>&/E-&)R0<&!1C&6+*-&82I+*+5$&

.+$/&>+*-.!$/21I&K@FF-1C2L&@M&N21C21I$&;B&!1C&;J"Q&

JIM 6.#7.#8

J4(-25 -2'&(N-&[3 -' [+3 -29-1+'&9 'C+' 1C+25& )(9&(3 +(& 2)' M&-25 &II&1'-N&.: '(+1\&9 +29 (&,)('&9 M:

/%m3; @2 'C& 3&.Ia+33&336&2' 34(N&: -' [+3 2)'&9 'C+'^

TC& '&+6 3C)4.9 M& 43-25 'C& p@334&3p 6)94.& ') '(+1\ ,)'&2'-+. 1C+25&3 +29 2)' '(+1\ 'C&6 -2

'C& *Y 3:3'&6;

**F #)5 643' M& 14((&2' I)( 43 ') 6+2+5& 'C& ,()0&1' *%$ +29 #F/ 7495&' *)3' (&,)('-25

1)4.9 M& -6,()N&9;

?&N-&[ )I 9)146&2'+'-)2 I)( 'C& /%@8 3:3'&6 [+3 ,&(I)(6&9R 3,&1-I-1+..: 'C& 43&( 54-9&3 I)( *%"S

*)3' +29 *C+25& *)2'(). V3&( L4-9& +29 'C& )4',4' (&,)('3 43&( 54-9&R -2 )(9&( ') 3&& C)[ ,()0&1'

'&+63 +(& -23'(41'&9 ') '(+1\ 1C+25& )(9&(3;

Metro’s use )I *%"S K2)[ 4,5(+9&9 ') *%"EO I)( 1C+25& 6+2+5&6&2' -3 + M&3' ,(+1'-1& 'C+' [)4.9

+..&N-+'& 'C& 1)21&(23 &Q,(&33&9 +M)N&; TC& ,()M.&6 &Q,(&33&9 M: 3'+II 3&&63 'C&(&I)(& ') M& )2& )I

1)23-3'&21: +29c)( &2I)(1&6&2'; $3 2)'&9 &.3&[C&(& -2 'C-3 (&,)('R 2)' +.. ,()0&1'3 +(& (&]4-(&9 ') 43&

/%@8R M4' -' -3 (&1)66&29&9 'C+' +.. ,()0&1'3 3C)4.9 (&]4-(& /%@8 43& K3&& 8:3'&6 @334&3 [-'C-2 'C-3

(&,)('O;

@2 +99-'-)2R 'C& I421'-)23 M&-25 ,&(I)(6&9 +' %&'() [&(& 1)6,+(&9 ') + M&3' ,(+1'-1& -6,.&6&2'+'-)2

)I 'C& 3+6& 3)I'[+(& +' 8=/V*; TC()45C 'C-3 &Q&(1-3&R + ,)33-M.& &2C+21&6&2' -2 'C& [+: %&'() 9)&3

1)3' I)(&1+3'-25 I)( 1)23'(41'-)2 1)2'(+1'3 [+3 -9&2'-I-&9; XC-.& %&'() /()1&94(& h/?*#DH /()0&1' *)3'

?&,)('-25 > =)(&1+3'-25 (&]4-(&3 'C& *% +29 %&'() I421'-)2+. 5()4,3 ') ,()N-9& + T(&29 Y)'-1& 'C+'

4,9+'&3 'C& 1)3' I)(&1+3' )2 + ]4+('&(.: M+3-3R 'C-3 1)21&,' 9)&3 2)' +,,&+( ') C+N& M&&2 ,-1\&9 4, -2

'C& (&,)('-25 3:3'&63;

TC& *%"S *)3' +29 *C+25& *)2'(). V3&( L4-9& describes the use of CM13’s trends module as fo..)[3

“The Trends module in CM13 provides a unique way to populate any column on the cost worksheet and

provide an audit trail on why the costs were entered. It also notes “T(&293 +(& 1)66)2.: 43&9 I)(^

$99-25 )( 9&941'-25 &3'-6+'&3 ') 1)6,.&'& ') 6+\& I)(&1+3'3 6)(& +114(+'&;

J)146&2'-25 'C& '(+23I&( )I 1)3'3 I()6 )2& *)3' *)9& ') +2)'C&( K+3 -2 6)N-25 *C+25&

$4'C)(-G+'-)2 K1)2'-25&21:O I()6 'C& *)2'-25&21: 1)3' *)9& ') 'C& 3,&1-I-1 *)3' *)9& ') 1)N&(

change orders. “

ED

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TC43 %&'() 9)&3 2)' 3&&6 ') M& 43-25 'C& '(&293 6)94.& I)( 1)3' I)(&1+3'-25; @2 I+1'R )'C&( 'C+2 'C&

1)66&2' -2 'C& I-(3' M4..&' +M)N& 'C&(& -3 2)' + 6&2'-)2 -2 'C& *%"S *)3' +29 *C+25& *)2'(). V3&(

L4-9& +M)4' 1)3' I)(&1+3'-25; =4('C&(6)(&R +3 3C)[2 -2 =-54(& "D M&.)[ KI()6 'C& *%"S *)3' +29

*C+25& %+2+5&6&2' V3&( L4-9& OR =)(&1+3' $' *)6,.&'-)2 -3 1+.14.+'&9 +3 'C& 346 )I )2.: 'C& F(-5-2+.

1)2'(+1' $6)42' q $,,()N&9 *C+25&3 q /&29-25 *C+25&3; TC-3 I)(&1+3' 9)&3 2)' -21.49& 1C+25&

,(),)3+.3 'C+' +(& M&-25 2&5)'-+'&9 [-'C 'C& 1)2'(+1')(R *C+25& Y)'-1&3R )( T(&293 K)I'&2 43&9 I)(

1)3'c31C&94.& -6,+1'3 'C+' [&(& 9-31433&9 +' ,()5(&33 6&&'-253 M4' [&(& 2)' :&' 34M6-''&9 M: 'C&

1)2'(+1')(O;

=-54(& "D^ =)(&1+3' +' *)6,.&'-)2

=4('C&( &N-9&21& )I 'C-3 .+1\ )I I)(&1+3'-25 -3 ,()N-9&9 -2 =-54(& "" M&.)[ KI()6 'C& 43&( 54-9&OR [C-1C

3C)[3 + *)3' X)(\3C&&' 'C+' C+3 2) T(&293 K*)66-'6&2' $9043'6&2'3 a *).462 @O^

E"

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=-54(& ""^ *)3' X)(\3C&&' [-'C 2) T(&293

JNM ;%&$ >32,$.,%

TC& 8=/V* -23'-'4'&9 M&3' ,(+1'-1&3 I)( 1)23'(41'-)2 1C+25& 6+2+5&6&2' )2 -'3 ZE;H7 X+'&( 8:3'&6

@6,()N&6&2' /()5(+6 KX8@/O; 8=/V* 3&' 4, + 1)3' (&,)('-25 3:3'&6 I)( -'3 X8@/ ,()5(+6 43-25 'C&

3+6& F(+1.& /(-6+N&(+ *)2'(+1' %+2+5&6&2' *%"S 3:3'&6; TC& 3:3'&6 [+3 43&9 M: +.. *% '&+63 ')

'(+1\ 1)23'(41'-)2 1)2'(+1' 1C+25& )(9&(3R 1)3' ,(),)3+.3R +29 '(&293 &N&2 )2 36+..&( ,()0&1'3 429&(

ZH%;

TC-3 3:3'&6 I+1-.-'+'&9 -9&2'-I-1+'-)2 )I ,)'&2'-+. 1)3' )N&((423 +' 'C& &+(.-&3' ,)33-M.& '-6& M: (&]4-(-25

CMs’ field contract +96-2-3'(+')(3 K=*$O 'o add an estimated cost into CM13’s T(&29 6)94.& [C&2&N&(

'C& 1)2'(+1')( 6&2'-)2&9 +2 -6,+1' that affected cost or schedule. The trend serves as a “placeholder”

-2 'C& 1)3' 3:3'&6 42'-. 'C& 1)2'(+1')( &N&2'4+..: 34M6-'3 + 1)3' ,(),)3+.; TC& 9+: + ,(),)3+. 1)6&3 -2R

'C& '(&29 -3 1.)3&9 -2 'C& 1)2'(+1' 6+2+5&6&2' -2I)(6+'-)2 3:3'&6 +29 'C& ,(),)3+. &2'&(&9 +3 +

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contingency even though it’s been explained to them;

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reliability of project delivery.” The three different risk procedures +99(&33 N+(-)43 .&N&.3 )I (-3\

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JNM ;%&$ >32,$.,%

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Denver RTD has implemented a “Decentralized Project Management” best practice approach tC+'

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[-'C an emphasis on “soft skills”. Assess and redefine, if necessary, the roles and responsibilities of the

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+29 1)2'(). I()6 ,.+22-25 'C()45C closeout. Denver RTD utilizes a “Decentralized Project Management”

+,,()+1CR &6,)[&(-25 'C& /%R [-'C 'C& +33-3'+21& )I 'C& ,()0&1' '&+6R ') 6+\& 6)3' ,()0&1' 9&1-3-)23R

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%+2+5&6&2' W+29M))\ K<DDPO recognize the need for a “comprehensive lifecycle management

approach” (Plannin5R J&3-52R *)23'(41'-)2 +29 F,&(+'-)23O I)( +.. ':,&3 )I 1+,-'+. ,()0&1'3 K6+0)( +29

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TC& =&9&(+. W-5C[+: $96-2-3'(+'-)2 K=WX$O “Large Project Management and Oversight” (&,)(' ') 'C&

Senate and House Subcommittees recognizes that “sound project management plans are a key in

providing the framework for managing major projects and are critical to the success of any project”.

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?&1)66&29+'-)2 HE; @6,()N& 'C& (&,)('-25 ,()1&33 – ,()0&1' 1)2'().3 +29 C-5C[+: 6+2+5&6&2' 3'+II

3C)4.9 9&N&.), 3,&1-I-1 (&,)('-25 (&]4-(&6&2'3 +29 )M'+-2 &Q&14'-N& +,,()N+.;

?&1)66&29+'-)2 HH; `3'+M.-3C %&'() @29&,&29&2' *)3' ̀ 3'-6+'& +29 *)2'-25&21: (&N-&[;

?&1)66&29+'-)2 HA; `3'+M.-3C + 9&'+-.&9 X78 I)( 31C&94.-25 +29 M495&'-25;

?&1)66&29+'-)2 HU; $33&33 'C& 6)3' &II&1'-N& 6&'C)9 )I ,()0&1' 9&.-N&(: K3&& /()0&1' J&.-N&(: @334&3R

-'&6 MO;

?&1)66&29+'-)2 HB; $33&33 'C& 43& )I $9N+21&9 V'-.-': ?&.)1+'-)2 K$V?O ,()0&1'3 ') 34,,)(' C-5C[+:

,()0&1'3;

?&1)66&29+'-)2 HP; /()N-9& 3'+II '(+-2-25 +29 &941+'-)2 -2 ,()0&1' 6+2+5&6&2' +29 C-5C[+:

'&1C2-1+. 3\-..3;

?&1)66&29+'-)2 AD; J&N&.), + b4+.-': /.+2 I)( C-5C[+: ,()0&1'3R -21)(,)(+'-25 'C& *+.'(+23

@29&,&29&2' b4+.-': $334(+21& K@b$O ,()1&33;

?&1)66&29+'-)2 A"; @6,()N& 1)2I-54(+'-)2 6+2+5&6&2' +29 9)146&2' 1)2'(). ,()1&33&3 – (&+33&33

14((&2' ,()1&33&3 +29 ,()1&94(&3R -9&2'-I: ,()M.&63R -334&3 +29 1)21&(23 +29 9&N&.), -6,()N&9

,()1&33&3 I)( &Q&14'-N& +,,()N+.;

A<

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JIM 6.#7.#8

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/()0&1' %+2+5&( -3 1(-'-1+. ') 'C& )N&(+.. 3411&33 )I 'C& ,()0&1'; It is the organization’s responsibility to

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/()0&1' %+2+5&(3;

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M&&2 &3'+M.-3C&9 Kk4.: <D"EOR )4( (&N-&[ -29-1+'&3 'C-3 -3 + I429+6&2'+.3 ':,& 1)4(3& +29 9)&3

2)' ,()N-9& 'C& 9&'+-.&9 '(+-2-25 14((-14.46 2&&9&9 I)( -6,()N-25 /% ,&(I)(6+21&

Experienced, high performing PM’s are not formally mentoring and coaching other PM’s

/()0&1' %+2+5&(3 +(& 2)' I)(6+..: 3C+(-25 -2I)(6+'-)2R \2)[.&95&R ')).3 +29 '&1C2-]4&3R M&3'

,(+1'-1&3 +29 .&33)23 .&+(2&9 )2 M)'C 1+,-'+. ,()0&1' 6+2+5&6&2' +29 1+,-'+. ,()0&1' 9&.-N&(:

#+1\ )I &6,)[&(6&2' ') /()0&1' %+2+5&(3 ') 6+\& '-6&.: 9&1-3-)23 – 'C-3 1+2 M& )114((-25 I)(

246&()43 (&+3)23

! 7)+(9 +,,()N+. 1:1.&

! `Q&14'-N& .&N&. 9&1-3-)2 6+\-25

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/()0&1' %+2+5&( 3\-.. 3&' -2N&2')(: 2)' 9&N&.),&9 ') -9&2'-I: 3,&1-I-1 3'(&25'C3 +29 +(&+3 I)(

-6,()N&6&2'

JNM ;%&$ >32,$.,%

TC& 3\-.. 3&' I)( + C-5C ,&(I)(6-25 /()0&1' %+2+5&( -3 &Q'&23-N&; /%7Fd -9&2'-I-&3 'C& 3,&1-I-1

1)6,&'&21-&3 (&]4-(&9 )I /()0&1' %+2+5&(3 -2 )(9&( ') &II&1'-N&.: 6+2+5& ,()0&1'3^

$(&+ 3,&1-I-1 3\-..3 K1-N-. &25-2&&(-25R C-5C[+:3R '(+23-'R 1+,-'+. ,()0&1' 9&.-N&(: ,()1&33&3 +29

,()1&94(&3R &'1;O

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/()0&1' 6+2+5&6&2' \2)[.&95& K,()1&33&3R \2)[.&95& +(&+3R ')).3R '&1C2-]4&3R &'1;O

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6+2+5&(3; *)6,+(+M.& +5&21-&3 C+N& 9&N&.),&9 +29 -6,.&6&2'&9 &Q'&23-N& ,()0&1' 6+2+5&(

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performance plans. Some agencies incorporate training and development needs into the PM’s

-29-N-94+. ,&(I)(6+21& +33&336&2'3R -21.49-25 (&]4-(&6&2'3 I)( 6&2')(-25 +29 1)+1C-25 I&..)[

PM’s. Agencies have developed skill set inventories for project mana5&(3R -9&2'-I:-25 3'(&25'C3

+29 +(&+3 I)( -6,()N&6&2' -2 )(9&( ') +33-3' 6+2+5&6&2' -2 3&.&1'-25 'C& 6)3' +,,(),(-+'& /%

I)( + ,()0&1' +29 -2 9&N&.),-25 'C& )(5+2-G+'-)23 T(+-2-25 +29 J&N&.),6&2' /()5(+6;

JOM :%,"11%#72$."#

?&1)66&29+'-)2 A<; J&N&.), + /()0&ct Manager Performance Plan, which should be part of Metro’s

overall Talent Management Program. A PMI White Paper, entitled, “Building High Performance Project

Talent” (2013), provides recommendations to organizations on implementing or improving a projec '

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JIM 6.#7.#8

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)N&(+.. ,&(I)(6+21& )I 'C& 1)234.'+2'c1)2'(+1')( 643' M& 1)23-9&(&9; TC& /()0&1' %+2+5&( 6+: 2)' M&

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+224+..: +29 +' 'C& 1)6,.&'-)2 )I 'C& 1)2'(+1'; `Q&14'-N& 6+2+5&6&2' 643' &6,C+3-G& 'C& -6,)('+21&

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N+.4+M.& -23-5C' -2') ,&(I)(6+21&; TC& 3'(+'&5-1 /%F 3C)4.9 M& + 6&1C+2-36 I)( +334(-25 1)6,.-+21&;

S) >3"?%,$ H%=./%34 .&&-%& J>3"?%,$ H%=./%34 B%$@"7"="84 "L?%,$./% 23%2M

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1)6,.&'& + ,()0&1'; /()0&1' J&.-N&(: -334&3 I)( + %&'() 1+,-'+. ,()0&1' 1)N&( +2: &.&6&2' )I + ,()0&1'

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&'1;O +29 1+2 )114( I()6 ,()0&1' -2-'-+'-)2 ') ,()0&1' 1.)3&)4' [-'C-2 +2: )( +.. ,C+3&3 )I ,()0&1'

9&N&.),6&2' K/.+22-25R /(&.-6-2+(: `25-2&&(-25R J&3-52R *)23'(41'-)2 +29 T&3'-25O; /()0&1' '&+6

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(&1)66&29+'-)23 I)( -6,()N&6&2' -9&2'-I-&9 M&.)[;

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J+'+ (&N-&[3R ,()0&1' [)(\3C),3R -2'&(N-&[3R 34(N&: (&3,)23&3 +29 +5&21: +33&336&2'3 -9&2'-I: %&'()

+3 + 2+'-)2+. -2943'(: .&+9&( -2 +99(&33-25 3+I&': [-'C-2 -'3 )(5+2-G+'-)2R 1+,-'+. ,()0&1'3 +29

-2I(+3'(41'4(&; This is Metro’s strongest element of project delivery. 8'+II +' +.. .&N&.3 )I 'C&

)(5+2-G+'-)2 1.&+(.: 1)23-9&( 3+I&': +3 'C&-( 246M&( )2& ,(-)(-':;

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%&'() +99(&33&3 +.. )I 'C& (&]4-(&6&2'3 )I %$/a<" .&5-3.+'-)2 [-'C -'3 $5&21: 8+I&': /.+2 -2 +99-'-)2 ')

+.. =T$ +29 =WX$ 3,&1-I-1 (&]4-(&6&2'3;

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Relations Public Safety and Rail Safety and Education Programs and Metro’s Safety Audit Program.

%&'() ,).-1-&3R ,()1&94(&3R 1)6642-1+'-)2R &941+'-)2 +29 '(+-2-25 +(& -2943'(: M&3' ,(+1'-1&3;

AH

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?&1)66&29+'-)2 AH; $33&33 [C&'C&( +99-'-)2+. 3+I&': '(+-2-25 -3 2&&9&9;

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)I 1+,-'+. ,()0&1' 9&.-N&(: KJ&3-52c7-9c74-.9R J&3-52c74-.9R &'1;O; $2 &Q+6-2+'-)2 )I 'C& 9&.-N&(: 6&'C)9

M&-25 3&.&1'&9 )2 ,()0&1'3 C+3 (&N&+.&9 'C+' +.6)3' +.. ,()0&1'3 +(& 14((&2'.: 4'-.-G-25 'C& J&3-52c74-.9

KJc7O 6&'C)9 )I ,()0&1' 9&.-N&(:; X-'C)4' + I)(6+. 9&1-3-)2 6+\-25 ,()1&33 +29 34M3&]4&2'

9)146&2'+'-)2R -' -3 C+(9 ') 9&'&(6-2& -I 'C& Jc7 6&'C)9 -3 +,,(),(-+'&;

$.'C)45C Jc7 6+: M& +,,(),(-+'& I)( 'C& .+(5& '(+23-' ,()0&1'3R -' 6+: M& )N&(43&9 +29 2)' 3'(+'&5-1+..:

,.+22&9 for Metro’s capital program; $.3)R )'C&( ,()0&1' 9&.-N&(: 6&'C)93 341C +3 *%L*R *% t (-3\R

&'1; 3C)4.9 M& &N+.4+'&9 I)( -21.43-)23 +3 6&'C)93 )I 9&.-N&(:; %)3' )I 'C& -2'&(N-&[&&3 -2N).N&9 -2

1+,-'+. ,()5(+6 +29 ,()0&1' 6+2+5&6&2' C+N& -29-1+'&9 'C+' 'C& Jc7 6&'C)9 )I ,()0&1' 9&.-N&(: 6+:

2)' M& +,,(),(-+'& I)( 1&('+-2 %&'() ,()0&1'3R &3,&1-+..: ?&5-)2+. ?+-. +29 'C& *+,-'+. @6,()N&6&2'

/()5(+6 ,()0&1'3; #&33)23 .&+(2&9 I()6 ,+3' ,()0&1'3R ,&( 9-31433-)2 [-'C 3'+IIR -29-1+'&3 'C+' 'C&

1)2'(+1')(c9&3-52&( (&.+'-)23C-, [-'C 'C& Jc7 6&'C)9 C+3 M&&2 ,()M.&6+'-1 )2 36+..&( 1)2'(+1'3; @2

+99-'-)2R -2'&(N-&[3 +29 ,()0&1' [)(\3C),3 -29-1+'& 'C+' 3'+II +29 'C& 7)+(9 +(& -2 2&&9 )I &941+'-)2 )2

'C& N+(-)43 ,()0&1' 9&.-N&(: 6&'C)93 +29 'C& +9N+2'+5&3 +29 9-3+9N+2'+5&3 )I &+1C 6&'C)9;

JNM ;%&$ >32,$.,%

=T$ /()0&1' +29 *)23'(41'-)2 %+2+5&6&2' L4-9&.-2&3 K<D""O ,()N-9& 54-9+21& )2 'C& +9N+2'+5&3 +29

9-3+9N+2'+5&3R M&2&I-'3 +29 (-3\3 'C+' 643' M& 1)23-9&(&9 [C&2 3&.&1'-25 'C& 6&'C)9 )I ,()0&1'

delivery. In addition, FTA Project Management Oversight Procedure 32D, “Project Delivery Method

Review”, describes the review, analysis and recommendation procedures &Q,&1'&9 M: =T$ [-'C (&5+(9

') 'C& 3&.&1'-)2 )I + ,()0&1' 9&.-N&(: 6&'C)9 +29 ,.+2 I)( 9&.-N&(:R [C-1C + I)(6+. 3&.&1'-)2 ,()1&33

3C)4.9 '+\& -2') 1)23-9&(+'-)2;

CMAA, in “A Guide to Selecting the Best Project Delivery Method for Public Transit Projects” K<DDBOR

,(),)3&3 + 'C(&& KSO '-&( 3&.&1'-)2 3:3'&6 ') +33-3' '(+23-' +5&21-&3 -2 &N+.4+'-25 +29 3&.&1'-25 'C& 6)3'

+,,(),(-+'& ,()0&1' 9&.-N&(: 6&'C)9; @2 +99-'-)2R 'C& J&3-52 74-.9 @23'-'4'& )I $6&(-1+ KJ7@$OR -2

“DesignaBuild Done Right”, (2014), identiI-&3 M&3' ,(+1'-1&3 I)( )[2&(3 -2 6+\-25 ,()0&1' 9&.-N&(:

decisions applicable to all types of projects and in “Choosing a Project Delivery Method” (2015) provides

AA

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6&'C)9;

For highway projects, Michigan DOT’s “Innovative Construction Contracting Guide” (2015) provides a

3&.&1'-)2 6+'(-Q +3 + ')). ') C&., -9&2'-I: [C-1C 9&.-N&(: 6&'C)9 6+: M& 6)3' +,,(),(-+'& +29 =.)(-9+

DOT’s “Design Build Program Evaluation” (2004) identifies specific project selection guidelines after +2

+33&336&2' [+3 6+9& M: =.)(-9+ JFT +I'&( '&2 :&+(3 )I Jc7 ,()0&1' 9&.-N&(:;

JOM :%,"11%#72$."#

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9&'+-.&9 9&1-3-)2 6+\-25 ,()1&33R 3,&1-I-1 3&.&1'-)2 1(-'&(-+ +29 'C& I429+6&2'+. &.&6&2'3 )I &+1C

9&.-N&(: 6&'C)9; $3 ,+(' )I 'C& 9&N&.),6&2' )I + I)(6+. ,()0&1' 9&.-N&(: 3&.&1'-)2 ,()1&33R I+1')(3 'C+'

2&&9 ') M& 1)23-9&(&9 -2 'C& 3&.&1'-)2 )I + ,()0&1' 9&.-N&(: 6&'C)9 3C)4.9 -21.49&^

?&+9-2&33 K+.. 3'+\&C).9&(3O

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JIM 6.#7.#8

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-29-1+'& 'C+' 9&3-52 31C&94.& 9&N&.),6&2' +29 6+2+5&6&2' I)( ,()0&1'3 -3 +2 +(&+ 'C+' 1)4.9 -6,()N&;

$.'C)45C 6+0)( 1)23'(41'-)2 ,()0&1'3 4'-.-G& 'C& ')).3 +29 '&1C2-]4&3 )I 31C&94.-25 K9&'+-.&9 ,()0&1'

31C&94.&3R X78R +1'-N-'-&3R (&3)4(1&3R 94(+'-)23R 9&,&29&21-&3R 1)23'(+-2'3R 6-.&3')2&3R .+53R &'1;OR

9&3-52 31C&94.-25 -3 M&-25 )N&(.))\&9; $ 3&23& 'C+' 9&3-52 31C&94.-25 -3 M&-25 )N&(.))\&9 -3

34M3'+2'-+'&9 -2 'C& I+1' 'C+' /()5(+6 %+2+5&6&2' M&1)6&3 (&3,)23-M.& I)( 'C& 6+2+5&6&2' )I 'C&

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%&'() C+3 9&N&.),&9 C-5C .&N&. ,()1&94(&3 I)( 31C&94.& 6+2+5&6&2' I)( '(+23-' ,()0&1' 9&.-N&(:R

PRCL9, “Schedule Development and Control” and PRCL11, “Capital Program K*/O Projects” for smaller

(+-. */ ,()0&1'3; TC& 31C&94.&3 3'-,4.+'&9 -2 /?*#"" +(& 9&N&.),&9 +' + .&N&. I)( -9&2'-I:-25 &Q,&1'&9

,()5(&33c1+3C I.)[ +29 +(& 4,9+'&9 ]4+('&(.: 42'-. ,()0&1' 1)6,.&'-)2;

TC&(& +(& 5(&+' M&2&I-'3 9&(-N&9 I()6 4'-.-G-25 9&'+-.&9 31C&94.&3 I)( -6,()N-25 'C& 6)2-')(-25R +2+.:3-3

+29 1)2'(). )I 1+,-'+. ,()0&1'3; W)[&N&(R %&'() -3 2)' (&]4-(-25 )( &2I)(1-25 'C& 9&N&.),6&2' )I

9&'+-.&9 ,()0&1' 31C&94.&3 I()6 ,()0&1' -2-'-+'-)2 -2') 'C& 9&3-52 ,C+3&;

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-2-'-+'-)2 )I + ,()0&1' K/.+22-25O; TC-3 */% M+3&9 31C&94.& -3 +,,()N&9R M+3&.-2&9 +29 4,9+'&9

'C()45C)4' 'C& /.+22-25 ,C+3&; $3 'C& ,()0&1' 9&N&.),6&2' 1)2'-24&3R + 6)(& 9&'+-.&9 ,()0&1'

31C&94.& -3 9&N&.),&9R +,,()N&9R M+3&.-2&9 +29 1)2'()..&9; $3 'C& ,()0&1' 6)N&3 'C()45C &+1C

34M3&]4&2' ,C+3&R -21(&+3&9 31C&94.& 9&'+-. -3 ,()N-9&9 'C()45C)4' ,()0&1' 9&N&.),6&2'; TC-3 ,()1&33

-3 I)..)[&9 I)( +.. 1+,-'+. ,()0&1'3; @29-N-94+. ,()0&1' 31C&94.&3 +(& 143')6-G&9 I)( &+1C ,()0&1' M+3&9 )2

'C& 31),&R 1)6,.&Q-': +29 3,&1-I-1 ,()0&1' (&]4-(&6&2'3 ') 6&&' ,()0&1' 5)+.3 +29 )M0&1'-N&3; /()0&1'

31C&94.&3 +(& +2+.:G&9 +29 4,9+'&9 6)2'C.:;

PMI’s PMBOK Schedule Management knowledge area describes the processes necessary to effectively

9&N&.),R +,,()N& +29 6+2+5&c1)2'(). 'C& ,()0&1' 31C&94.& 'C()45C)4' 'C& ,()0&1' .-I&1:1.&;

JOM :%,"11%#72$."#

?&1)66&29+'-)2 AP; %&'() 3C)4.9 9&N&.), +29 -6,.&6&2' + 31C&94.-25 3&1'-)2 [-'C /()0&1' *)2'().3

K3-6-.+( ') 'C& *)3' `3'-6+'-25 3&1'-)2 14((&2'.: -2 &Q-3'&21&O; TC-3 3&1'-)2 3C)4.9 C+N& 9&9-1+'&9

(&3)4(1&3 ') ,&(I)(6 'C& ().&3 +29 (&3,)23-M-.-'-&3 )I 31C&94.& 6+2+5&6&2'R +3 9&I-2&9 M: /%7Fd;

%&'() 3C)4.9 9&N&.), +29 -6,.&6&2' +.. 31C&94.-25 6&'C)9).)5:R ')).3 +29 '&1C2-]4&3 +29 ,()N-9& +..

2&1&33+(: 1)6642-1+'-)2R &941+'-)2 +29 '(+-2-25 ') &3'+M.-3C +29 6+2+5& 9&'+-.&9 ,()0&1' 31C&94.&3

'C()45C)4' 'C& ,()0&1' .-I&1:1.&;

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C+3 .-6-'&9 9-31433-)2 -2 'C& 9)146&2'+'-)2 ,()N-9&9 I)( (&N-&[ K/).-1-&3 +29 /()1&94(&3 +29 'C& /%

$1+9&6: V3&( %+24+.O +29 -3 2)' M&-25 &2I)(1&9; TC-3 1(&+'&3 +2 422&1&33+(: M4(9&2 )2 3'+II ')

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4243&9 I429-25 +29 (&3)4(1& 1)66-'6&2'3 1)4.9 M& 43&9 &.3&[C&(&;

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'C& &N&2'4+. 1.)3& )4' )I 'C& ,()0&1'; TC-3 &234(&3 'C+' +.. 9&.-N&(+M.&3 C+N& M&&2 1)6,.&'&9 +29

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/()0&1' %+2+5&( C+3 ,(-6+(: (&3,)23-M-.-': I)( ,()0&1' 1.)3&)4'R C)[&N&(R 'C& ,()0&1' 1)2'().3 42-'

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34(& +.. (&]4-(&9 9)146&2'+'-)2 -3 34M6-''&9R +29 1)6,.-+21& +49-'&9 ') N&(-I: 'C& ]4+.-': +29

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1)21&(23 94(-25 9&3-52 +29 1)23'(41'-)2;

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Minnesota DOT’s “Best Practices in Community Involvement” (2012) provides an examination of best

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California Pub. Util. Code, Sec. 130630 states that “the board provides counsel and direction ')

management and shall not be involved in the day to day affairs of MTA.” Interviews and discussions

[-'C %&'() &Q&14'-N& +29 6+2+5&6&2' 3'+IIR \&: %&'() 3'+\&C).9&(3R +29 3,&1-I-1 ,()0&1' '&+6

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2)' ') M& -2N).N&9 -2 'C& 9+:a')a9+: 6+2+5&6&2'R 'C& 3+6& +3 %&'() (4.&3 K/4M; V'-.; *)9&R 8&1;

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8+2 =(+21-31) @2'&(2+'-)2+. $-(,)(': “The <SFIA> Commission is prohibit&9 M: *C+('&( I()6

-2N).N-25 -'3&.I -2 'C& 9+:a')a9+: ),&(+'-)2 )I 'C& +-(,)('; TC+' I421'-)2 -3 N&3'&9 -2 'C& $-(,)('

Director.”

J&2N&( ?TJ: “Through the responsib-.-'-&3 +29 +4'C)(-': 9&.&5+'&9 M: 'C& 7)+(9 )I J-(&1')(3R

'C& L&2&(+. %+2+5&( +29 'C& 8&2-)( #&+9&(3C-, T&+6 -6,.&6&2'3 +29 6+2+5&3 'C& +5&21: -2

+11)(9+21& [-'C 'C& 9-rection that has been set by the Board.” <-0+*8# =>?9 @8"6$ A/-6"+*#;

B6*#0*/2-&R ?TJ 7)+(9 )I J-(&1')(3 L)N&(2+21& %+24+.;

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),&(+'-)23 +29 '(: ') 3'+: I)143&9 +' 'C& ,).-1: 6+\-25 .&Nel.” (<-0+*8# =>C9 @8"6$ A/-6"+*#;

B6*#0*/2-&R ?TJ 7)+(9 )I J-(&1')(3 L)N&(2+21& %+24+.O;

J+..+3 $(&+ ?+,-9 T(+23-': “The responsibility for the operation +29 1)2'(). )I 'C& ,(),&('-&3

M&.)25-25 ') J$?T -3 N&3'&9 -2 'C& 7)+(9 )I J-(&1')(3 K'C& p7)+(9pO; DCE ?>=F .G> TC& 7)+(9 6+:

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[C)6 'C& 7)+(9 6+: 9&3-52+'& +3 +2 &Q&14'-N& 9-(&1')( )( + 5&2&(+. 6+2+5&( +29 [C) 3C+..

+96-2-3'&( 'C& 9+-.: ),&(+'-)23 )I J$?T +29 &6,.): ,&(3)23R I-(63R ,+('2&(3C-,3R )(

1)(,)(+'-)23 9&&6&9 2&1&33+(: M: 'C& 7)+(9 I)( 'C& 1)2941' )I 'C& +II+-(3 )I J$?T; ” Article III,

<-0+*8# => H-#-6"2 B84-6&9 J$?T 7)+(9 7:a#+[3;

Y&[ j)(\ %&'(),).-'+2 T(+23-' $4'C)(-':: “The Presidents of the <NY> MTA’s constituent

$5&21-&3R ,4(34+2' ') 'C& 9-(&1'-)2 )I 'C& *C+-(6+2c*C-&I `Q&14'-N& FII-1&(R +(& ,(-6+(-.:

(&3,)23-M.& I)( 'C& 5&2&(+. 6+2+5&6&2' +29 ),&rations of such constituent Agencies.”

I'#0+*8#& 87 <-#*86 J"#";-)-#+9 Governance Guidelines. “An Executive Director, appointed by

U"

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$4'C)(-': -2 + 6+22&( 1)23-3'&2' with the agency's policies, as established by the Board.”

TC& M&3' ,(+1'-1&3 )I 1)6,+(+M.& +5&21-&3 +(& 'C& 9&.&5+'-)2 )I +4'C)(-': ') 'C& *`FcL&2&(+. %+2+5&(

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'C& 7)+(9 -2 -'3 5)N&(2-25 (&3,)23-M-.-':R 8+2 =(+21-31) %42-1-,+. T(+23,)('+'-)2 $5&21: K8=%T$O C+3

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3)429-25 ,+2&. I)( 'C& `Q&14'-N& J-(&1')( +29 3&2-)( 6+2+5&6&2';

%&'() (4.&3 +(& 1)23-3'&2' [-'C )'C&( +5&21-&3 +29 M&3' ,(+1'-1&3l C)[&N&(R 'C&: 3)6&'-6&3 6+: 2)'

+9C&(& ') 'C&3& (4.&3 [C&'C&( )4' )I C)2&3' 1)21&(23 )( )'C&( (&+3)23;

KSO :%,"11%#72$."#

K-08))-#$"+*8# L!. Although Metro’s rule is 1)23-3'&2' [-'C M&3' ,(+1'-1&3R 1.)3&( +9C&(&21& ') 'C&

(4.& [)4.9 &2+M.& 3'+II ') M& +11)42'+M.& +29 'C& 7)+(9 ') 3'+: I)143&9 +' 'C& ,).-1: 6+\-25 .&N&.;

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Board has confidence in the handling of construction projects so they won’t feel the need to be involved

-2 9+:a')a9+: ),&(+'-)23;

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identify true “red flags” different from typical sources of change orders. Th& /F#7 7)+(9 +.3) 6&' '[-1&

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Increased Board Directors’ and Deputies’ understanding of the process, problems, issues and

1)6,.&Q-'-&3 )I 1+,-'+. ,()0&1' 6+2+5&6&2' +29 ,()0&1' 9&.-N&(: 1+2 -6,()N& 'C& 3,&&9 +29

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Board’s understanding of important projects. Improving the Board’s understanding of key Metro capital

1)23'(41'-)2 ,()0&1'3R 6+2+5&6&2' ,()1&33&3R +29 M&3' ,(+1'-1&3 1+2 -6,()N& 'C& &II&1'-N&2&33 )I

Board decision making related to project change requests, improve the Board’s understanding of the

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a significant impact (cost and schedule) on Metro’s success is the utility relocation process. A Purdue

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Metro’s experience is not unique. “Utility issues are widely recognized as one of the top reasons for

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http://onlinepubs.trb.org/onlinepubs/shrp2/SHRP2_R15Cpilotreport.pdf






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! F2 'C& @a405 project Metro’s approach was to ,.+1& 'C& (&.)1+'-)2 (&3,)23-M-.-': I4..: )2

'C& JaB contractor. According to Metro staff this was a problem, “creating the wrong

impression and causing delays.” Sometimes, political pressure to start before the

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(&.)1+'-)2;

?&1)66&29+'-)2 BU; Metro should create an initiative to “Reaengineer the utility relocation process.”

TC-3 &II)(' 1)4.9 M& .&9 M: 'C& FII-1& )I `Q'(+)(9-2+(: @22)N+'-)2 )( 'C& 8'(+'&5-1 /%F

(Recommendation 50) with the Third Party Coordination Unit and include Metro’s most experienced

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C; ?&6)'& 8&23-25

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from the Second Strategic Highway Research Program (SHRP2), entitled, “Utility Investigation

Technologies” (R01B) should be assessed, which provides implementation assistance to agencies in

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Appendix A

Findings Workbook

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Appendix B

Summary of Recommendations

And

Schedule for Tracking Metro’sProposed Actions to

Implement theRecommendations

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Appendix C

Documentation Inventory

!"#$%& ()

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7%"#4%"= C1D A)&0"$% /$)+0.&3)-E A)9?

FG H"C%04%1 FIJK

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429&(3'+29 %&'()A -'3 ),&(+'-)23 +29 1+,+B-.-'-&3C ;<& >)..)D-25 '+B.& 3466+(-?&3 '<& 9)146&2'+'-)2

(&1&-@&9 +29 +2+.:?&9 -2 '<& 3'49:E

F&,+('6&2' F+'+GH2>)(6+'-)2 I&=4&3'&9

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Q25-2&&(-25 N *)23'(41'-)2 Q25-2&&(-25 8'+29+(9 K,&(+'-25 /()1&94(&3 L8K/3MA %+24+.3A

743-2&33 /()1&33 F&31(-,'-)23 +29 F-+5(+63 L-C&C R.)D 1<+('3M

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743-2&33 /()1&33 F&31(-,'-)23 +29 F-+5(+63 L-C&C R.)D 1<+('3M

*)42':D-9& /.+22-25 N

F&@&.),6&2'

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Q25-2&&(-25 N *)23'(41'-)2

L;(+23-' QT&14'-@& K>>-1&M

/()0&1' F&.-@&(: -2>)(6+'-)2 L6+24+.A 34,,)('-25 9)146&2'+'-)2M

Q25-2&&(-25 N *)23'(41'-)2

L;(+23-' QT&14'-@& K>>-1&M

/()0&1' %+2+5&6&2' 8'+29+(9 K,&(+'-25 /()1&94(&3 N %+24+.3

+29 3+6,.& D)(U ,()941'3 L-C&C ,()1&33&3 +29 ,()1&94(&3 >)( +..

2-2& /%7KV U2)D.&95& +(&+3A 3+6,.& (&,)('3A ')).3A '&6,.+'&3MC

W)'&E ;<&3& 3<)4.9 -21.49&

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)> ,()1&94(+. 1)6,.-+21&X )@&(3-5<'A &'1C

K,&(+'-)23 K,&(+'-)23 ,()1&33&3 +29 ,()1&94(&3

K,&(+'-)23 8+>&': %+24+. +29 34,,)(' 9)146&2'+'-)2

Y

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*)23'(41'-)2A +29 /()0&1' F&.-@&(: -21.49-25 8:3'&6 F&31(-,'-)23 >)(

&+1< )> '<& >)..)D-25

/()0&1' %+2+5&6&2'

*)23'(41'-)2 %+2+5&6&2'

F)146&2' %+2+5&6&2'

Q25-2&&(-25GF&3-52 /()941'-)2 8)>'D+(& L&C5CA *$FA $4')F&3UA OH8A

7H%A &'1CM

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+33&' 6+2+5&6&2'A &'1CM

I&1)(93 %+2+5&6&2'

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9+'&A \ )> &6,.):&&3A 1)2'(+1' '&(6 3'+(']>-2-3<

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%+2+5&6&2' 1)234.'+2'3G1)2'(+1')(3 ') 9&>-2& '<&-( D)(U

,()1&33&3

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$2: 1)6,+(-3)2 )> '<& 1)3' G<(C >)( 1)234.'+2'3 @&(343 %;$ 3'+>>

P&29)( %+2+5&6&2' 8+6,.& 1)2'(+1'3 >)( &+1< 1)23'(41'-)2 1)2'(+1' 9&.-@&(: 6&'<)9

/()0&1' %+2+5&6&2' K>>-1&

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;:,& )> *<+25& K(9&(A *)3' )> #-'-5+'-)2A &'1CM

Z

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Q 8-9& QT'&23-)2A K(+25& #-2&A H^_` 8&,4.@&9+M

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H23'(41'-)23

Appendix D

Self-Assessment Survey

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responses, Intueor utilized responses from 79 participants as the “Data Sets for Analysis.”

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