Request for Qualifications Phase 2A Alignment Design-Build ...

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Request for QualificationsPhase 2A Alignment

Design-Build-Finance Project

Presentation

• Foothill Extension• Phase 2A – Pasadena to Azusa

– Projects– Schedules– Alignment Scope of Work

• Funding and Financing• Procurement and Evaluation• Q&A

Completing the Vision

The Completed Metro Gold Line:Connecting Los Angeles, the San Gabriel Valley

and the Inland Empire

Metrolink

COVINA

WEST COVINA

BALDWIN PARK

Phase 2A: Pasadena to Azusa

- Phase 2A (Pasadena to Azusa) – 11.4 Miles, 5 Cities, 6 Stations- Fully Funded through Measure R - $810 million

(amount approximate, due to fluctuation in Measure R revenue estimates)

Phase 2B: Azusa to Montclair

- Azusa to Montclair – 12.5 Miles, 6 Cities, 6 Stations- Partially Funded through Measure R (Residual from Phase 2A)

Phase 2C: Ontario Airport Extension

- Montclair to LA/Ontario International Airport – Approx. 8 Miles- Unfunded

Phase 2A – Pasadena to Azusa

Phase 2A Projects

Metrolink

San Dimas is currently assessing station options

COVINA

WEST COVINA

BALDWIN PARK

Phase 2A Alignment

Iconic Freeway Structure

Phase 2A comprises three design-build project packages:Package 1 - Iconic Freeway StructurePackage 2 - Phase 2A Alignment (11.4 miles)Package 3 – Parking Structures

Phase 2A Packages

• Package 1: Iconic Freeway Structure over I-210 (approx. 584 linear feet)

• Package 2: Phase 2A Alignment, includes: Rail Track Alignment, Bridges, Crossings, Stations, Utilities, Systems, Signals (and related items), as well as a Maintenance & Operations Facility

• Package 3: Two multi-level parking structures in Arcadia and Azusa/Citrus

Milestones 7/09 12/09  1/10  3/10 6/10 9/10 4/11 12/13 12/14

Master Cooperative Agreement – Metro

Fund Transfer Agreement –Metro

Railroad Relocation Agreement – Metro & BNSF

M&O Facility Specific Plan Amended

M&O Property Acquisition 

IFS Groundbreaking

Alignment Groundbreaking

M&O Facility Construction

Phase 2A ConstructionCompletion

Phase 2A Project Schedule

As of 2/05/10

Project schedules are based on timely completion of agreements between the Construction Authority and Metro.

Part 1 - 25 mos / Part 2 - 13 mos

14 Months

Package 1: Iconic Freeway Structure

Iconic Freeway Structure (IFS)

Package 1 – IFS Procurement Schedule

1/10 – 11/10

3/10

4/09

6/10

10/10

11/10

12/10 – 8/13

The IFS is on-schedule to break ground June 2010.

Milestones Aug 09     Dec 09     Mar 10     Jun 10    Sept 10     Dec 10     Mar 11     Jun 11    Sept 11    Dec 11     Mar 12    Jun 12

Design-Build Procurement: Package 1

Issue RFQ

Pre-Qualified List of DB Contractors Approved

Issue RFP

Proposals Due

Contract Award

Design and Construction

8/09 – 6/10

10/09

11/09

1/10

3/10

5/10

6/10 – 5/12

Package 2: Phase 2A Alignment

Pasadena

Duarte

Monrovia

Sierra Madre

Arcadia

Irwindale

Azusa

Glendora

Package 2 includes: Rail Track Alignment, Bridges, Crossings, Stations, Utilities, Systems, Signals, and Maintenance & Operations Facility.

Package 2 - Procurement Schedule

Milestones Aug 09    Dec 09    Mar 10    Jun 10   Sep 10    Dec 10    Mar 11    Jun 11   Sept 11   Dec 11              Sep 13    Dec 13

Design-Build Procurement: Package 2

Issue RFQ

SOQ Due

Issue RFP

Proposals Due

Contract Award

Design and Construction

Phase 2A Construction Completion

1/10 – 11/10

1/10

2/10

4/10

7/10

9/10

9/10 – 8/13

12/13

Package 2: Scope of Work

• Double LRT MainlineGradingRetaining/MSE & Sound WallsTrackwork/Special TrackworkI-210 Barrier Rail ReplacementGrade Crossings

• Freight Track RealignmentGradingRetaining & Sound WallsTrackwork/Special TrackworkGrade Crossings

Scope of Work (cont.)

• Bridges (15)Completely New BridgesSeismic Upgrades on Ex. SubstructuresMix of Rehab/New Superstructures

• Stations (6)FoundationPlatform StructuresPlatform FinishesCanopiesWalkwaysEquipment & Facilities

• Landscaping/Irrigation

Scope of Work (cont.)• Maintenance &Operations

Facility (M&O)Storage for 84 LR vehiclesRepair Shop BuildingPaint Shop BuildingLRT Carwash Cleaning PlatformMOW BuildingTPSSOffice / Shops space

• Systems (Mainline + M&O)Traction PowerOCSCommunications (LRT & Freight)Signals (LRT & Freight)Corrosion Control

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Funding & Financing

Measure R Funding Availability Schedule

Funding

• Measure R – Commits a minimum of $735 million

for Foothill Extension– Extends the line from Pasadena to

Claremont

• Metro’s Long Range Transportation Plan– Allocates $810 million for Foothill

Extension (2010 – 2019) *– Seeks additional funding sources– Commits to operating Phases 2A &

2B, upon construction completion

• Fund Transfer & Master Cooperative Agreements – Being Negotiated

* Allocation amount approximate, due to fluctuation in Measure R revenue estimates

Financing Phase 2A: Optimizing Measure R

• Measure R provides a dedicated funding stream, starting in 2010

• The Construction Authority plans to optimize those funds and deliver Phase 2A four years ahead of schedule

• The Authority is developing a public-private partnership to accelerate construction ahead of funding

• The public-private partnership will defer payments to design-builder, with interest, pending receipt of Measure R funds

• This plan will allow construction of Phase 2A to be completed in 2013

Measure R Construction-Related Funding (Fiscal Years 2010-2019)

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$

Cost to Construct Major Elements

Phase Cost Estimate (ROM)Package 2

Alignment $320 millionM&O Facility $120 million*

Package 2 Total $440 million**(ROM) = Rough Order of Magnitude

* Authority to pay one-third; Metro to pay two-thirds

** Total Project Budget Estimate = $650 million (includes: construction, right-of-way, vehicles, financing, capital improvements, administrative costs(Authority and Metro), mitigation, etc.)

Financing Package 2: Measure R Funding vs. Anticipated Expenses*

Funding Gap

$

* Authority’s portion of anticipated construction-related expenses (Alignment + 1/3 of M&O Facility)

Measure R FundingAnticipated Expenses

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Procurement & Evaluation

Procurement & Evaluation

Two-Step Procurement1. Request for Qualifications → Shortlist2. Request for Proposals → Competitive Range (if

applicable) → AwardRFQ Evaluation Committees

• Four committees: Technical, Legal, Financial, and Staff Recommendation Committee– Technical, Legal, and Financial Committees evaluate SOQs– Staff Recommendation Committee summarizes results for CEO

and report to Board of Directors• Committees comprise representatives from Metro,

Caltrans, Corridor Cities, and Authority

RFQ Short-listing Process

Evaluation Criteria• Related Project Experience (8 sub-criteria)• Staffing and Organization (6 sub-criteria)• Legal Qualifications (4 sub-criteria)• Financial Qualifications (4 sub-criteria)

Adjectival Ratings• Exceptional, Good, Acceptable, Unacceptable

(Evaluators assess if SOQ meets or exceeds stated objectives / requirements)

• Must receive at least “Acceptable” for all sub-criteria• Must receive at least “Good” for one Evaluation Criteria

Next StepsStep 1: RFQ

Issue RFQ January 28, 2010

Statement of Qualifications Due February 26, 2010

Shortlisted Proposers Announced March 24, 2010

Step 2: RFP

Issue Industry Review Draft RFP March 1, 2010

Peer Review March, 2010

Issue RFP April 21, 2010

Pre-Proposal Conference May 2010

Proposal Due July 12, 2010

Board Authorized Contract Execution September 22, 2010

Voters approve Prop C adding an additional one-half cent sales

tax for countywide transit projects

1990 Atchison Topeka – Santa Fe Right-of-Way Acquired;

Construction begins on Phase I

1994

MTA Suspends Project

due to budget concerns

1998

Construction Authority

formed by SB 1847State legislature

1999

Construction Authorityresumes Construction on Phase I;Groundbreaking for the ChinatownAerial Structure is held June 2000

2000

MTA Board Changesname from

Blue Line to Gold Line

2001

Metro Gold Line Phase 1 (Union Station to Pasadena) Opens

Phase 2A Breaks Ground;

Phase 2B Alternatives Analysis & Draft

EIR/S

2010

Phase 2A Alternatives Analysis Completed

and Draft EIR/S Approved

CPUC Applications/

FTA Cost Verification

Preliminary engineering

scheduled to be completed

2013

Phase 2A Construction Completion

Project Definition Report Adopted

The Journey Continues

Measure R Approved

$735 m (min.);LRTP Adopted

2017

Phase 2B Construction Completed

to Montclair)

20032004

2005

20062007

2008-9

2021

Phase 2C Construction Completed (to

Ontario Airport)

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