Workshop on Joint Development & Adjacent Construction Projects

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1 Washington Metropolitan Area Transit Authority Workshop on Joint Development & Adjacent Construction Projects WMATA Headquarters - Jackson Graham Building 600 Fifth Street, NW, Washington, DC June 4, :30 a.m. to 12:00 noon

2 Introductions & JDAC Organization Sr. Program Manager Thomas Crone Office Engineer LaShawn Bost Project Coordinator Shee Fells Project Manager Tariq Bushnaq Project Manager Michelle Corum Project Manager George Robbins Supervisor, Field Projects Bill Milner J/A Construction Engineer Joseph Bundy J/A Construction Engineer Roberto Coll J/A Construction Engineer Kiley Maynard Construction Inspection Facilitator Michael Bailey J/A Construction Engineer Venkata Ghanta J/A Construction Engineer Mike McNamee J/A Construction Engineer Ranni Manzanero J/A Construction Engineer Chungom Ntonifor (Tony) J/A Construction Engineer Ruth McCormick J/A Construction Engineer Mary Oxendine Construction Inspection Facilitator Steve Bergquist Construction Inspection Facilitator Fred Daneshvaran Construction Inspection Facilitator Thomas Majestic J/A Construction Engineer Taurean Blake Construction Inspection Facilitator Michael Mimna TSFA Tom Robinson 2

3 JDAC Mission JDAC reviews, approves and coordinates projects adjacent to Metrorail and Metrobus property, facilities, and operations in order to: Protect WMATA infrastructure, operations, and ensure passenger safety from adjacent work; Provide coordination of design, safety, operations, constructability and compliance with WMATA standards; and Coordinate and accept on-site installations and facilities. JDAC Tom Crone 3

4 More on JDAC JDAC acts similar to the development review and permitting offices of the jurisdictions. JDAC active project log consistently numbers over 100. Abbreviation ODC is for Owner/Developer/Contractor. It applies to agencies, jurisdictions, property owners, consultants, developers, utilities and/or anyone who may impact WMATA property or facilities. JDAC provides coordination, approvals and oversight for Joint Development and Jurisdictional Reimbursable projects. JDAC Tom Crone 4

5 JDAC Approach to Projects JDAC web page lists procedures and requirements: information.cfm Adjacent Construction Project Manual (ACPM) Revision 5 to be released August The Project Flow Chart lists early actions and provides timeframes of at least six months. JDAC Tom Crone 5

6 Flow Chart - Early Actions ODC project introduction to WMATA. JDAC determination of level of support, project duration, and JDAC fees based on Board approved fee schedule. JDAC letter agreement and invoice to ODC (utilize PCN). ODC execution of agreement and payment. Joint identification of project needs: As-built drawings via Document Request Form. Right-of-way access. Any interim facilities. Any impacts to WMATA property or operations. JDAC Tom Crone 6

7 Flow Chart - Design Review Engineering Plans and Analyses (Site Plan, Sheeting & Shoring, etc.) Minimum 4 copies & 1 electronic copy to JDAC Phasing Plans, Maintenance of Traffic Plans, Material & Catalog Cuts Minimum 4 copies & 1 electronic copy to JDAC Monitoring and Contingency Plans Minimum 4 copies & 1 electronic copy to JDAC Safety & Security Certification Plan By ODC Concept thru Design to Construction completion WMATA Criteria & Standards Blasting Plan Minimum 4 copies & 1 electronic copy to JDAC JDAC APPROVALS FOR ALL WORK JDAC Tom Crone 7

8 Flow Chart Access Release of Information Form Certification of Eligibility for ID Card Roadway Worker Protection Safety Training Rail Support Request Form Application for Real Estate Permit with minimum permit fee of $3,500 and insurance certificates/policies Real Estate Permit JDAC Certification Arrangement of Track Rights Site Specific Work Plan Escorts and Flagman - ODC payment of costs in advance WMATA APPROVALS FOR ACCESS JDAC Tom Crone 8

9 Right-of-Way Safety Training Roadway Worker Protection Program Metrorail has safety as its foremost priority. Metrorail third rail is high voltage 750V DC. Metrorail is active during during non-revenue hours. Safety training forms are available on the JDAC Web page. Certification of Eligibility / Training Request / ID Card Training Procedures SAFE Don Gilmour 9

10 Facility and Roadway Access ODC requests are coordinated through JDAC. Operations emergencies and maintenance have priority. JDAC assists ODC in completing: Site Specific Work Plan (SSWP) 60 days. Rail Support Request. General Orders and Track Rights GOTRS system. JDAC often arranges piggyback track rights. Shutdown schedule is developed 1 year in advance. ODC must pay in advance for escort/flagman support. Track rights process is 30 days (90 days w/ SSWP). JDAC Shee' Fells 10

11 Questions and Answers Brief Question and Answer period Recommend that questions be sent to: answers will be provided. 10 minute break 11

12 Joint Development and Transit Oriented Development Projects Office of Real Estate and Station Planning (LAND) WMATA Joint Development Guidelines and Policies. Real estate permit application and sample permit. Sector Plan and Zoning Amendments. Station Visioning and Station Access Studies. JD Conceptual Plans, Public Hearings, Agreements, Real Estate Permits. Non-WMATA and Non-Adjacent private and public TOD projects. Office of Joint Development and Adjacent Construction (JDAC) Engineering, Construction and Acceptance of joint development projects. Facilities built for WMATA to comply with WMATA Criteria & Standards. WMATA approval required prior to submission to local jurisdictions. JDAC Tariq Bushnaq 12

13 WMATA Criteria & Standards Manual of Design Criteria Standard Drawings Design Drawings Technical Specifications ADA Guidelines AASHTO Green Book WMATA CADD Manual Station Site and Access Planning Manual (discussion continued on next slide) JDAC George Robbins 13

14 WMATA Criteria & Standards Manual of Design Criteria (Release 9) criteria and elements governing design of Metro Facilities; establish parameters to be satisfied to achieve desired level of performance & reliability and facilitate safe & efficient maintenance and operation. Standard Drawings (Release 9) establish consistent standard on all contracts; not to be revised except via approved change process. (continued on next slide) JDAC George Robbins 14

15 WMATA Criteria & Standards Technical Specifications (Release 8) unique set of requirements to be satisfied by material, design, product or service; necessary to produce desired levels of quality control, performance, safety, etc. Compliance is mandatory. Design Drawings (Release 9) Design guide for use in developing contract drawings. Any adaptation of these drawings must maintain original design intent. (continued on next slide) JDAC George Robbins 15

16 WMATA Criteria & Standards ADA Guidelines compliance with revised regulations of Title II and III of 1990 Act and most current (2010) Accessibility Standards and US DOT regulations for transit agencies. AASHTO Green Book ( th Edition) policies on geometric design of highways and streets. (continued on next slide) JDAC George Robbins 16

17 WMATA Criteria & Standards WMATA CADD Manual (2012 Standards) provides consistent guidelines and standards; incorporates lessons learned; provides for a more uniform format for project contract drawings. Station Site and Access Planning Manual (2008) clear, concise design guidelines for station site and access planning; how to plan for optimizing pedestrian and vehicular access. JDAC George Robbins 17

18 Structural Design & Review ACPM presents all requirements and thresholds. Here are some examples: Geotechnical Criteria, Structural Loadings and Zone of Influence, Appendix 3 o Examples of different cases used to determine the Zone of Influence TSFA Kumar Mangalmurti 18

19 Structural Design & Review examples continued.: Structural Loading, Earth Pressure Criteria Determination of Vertical Pressure Distribution Plate A-4 Limitations on Construction, Section 3, the following construction activities are not permitted *. *See manual for exceptions 1. Excavation under WMATA structures, except for underpinning 2. Tunneling under WMATA structures/facilities and tracks 3. Excavation within 10 feet of existing facilities 4. Installation of pre-augured piles within 5 feet of bored tunnels 5. Pile driving within 25 feet of WMATA structure, and tracks 6. Blasting shall not occur within 100 feet of WMATA structures without prior approval Demolition and Blasting Criteria, Section 3. TSFA Kumar Mangalmurti 19

20 Real Estate Permit Permit required for temporary & permanent use of property. Plans must define/label WMATA s property to be used & property lines in relation to ODC s property. Permit Application is on WMATA s Web page at: Permit process is a minimum of 30 days from receipt of JDAC certification. Additional time is necessary, if an appraisal is required due to long term and/or permanent use request. For temporary use Permits, ODC must request sufficient term to cover project timetable to avoid delays. LAND Cynthia Jachles 20

21 Insurance Requirements Developer / General COVERAGE TYPE Permittee Contractor Subcontractor Worker s Compensation X X Commercial General Liability (CGL) X X X Commercial Automobile Liability X X X Excess/Umbrella Liability (if necessary) X X Professional Liability X Contractor s Pollution Legal Liability X Railroad Protective Liability (RRPL)* X X Builders Risk X X WMATA must be named Additional Insured X X X WMATA listed as the certificate holder X X X Policy limits listed in permits/agreements are the required minimum. Limits may vary depending on scope of work. Must Submit 1) RRPL Insurance Policy and 2) Certificate(s) of Insurance for approval. Contact Information: Carmen Pelham, or cpelham@wmata.com RISK Jim Hamilton 21

22 Insurance Requirements (Cont d) Railroad Protective Liability Policy (RRPL) This is a requirement for ALL work activities which occur within 50 feet of WMATA railroad tracks (all tracks, including yards) and within WMATA rail stations. It may be required beyond 50 feet if use of a crane could foul the ROW. It covers WMATA s Liability for Bodily Injury and Property Damage claims which result from the designated contractor s work activities. The most common type of claim is for injury to Employees of contractors and subcontractors. WMATA must be the Named Insured and the General Contractor should be the Designated Contractor on the policy. When RRPL is required, the CGL policy should be endorsed to delete the railroad exclusion from the contractual liability coverage. WMATA s Blanket RRPL Insurance Program is available to contractors if project falls within certain parameters. The Description of Work on the policy and all certificates must include the WMATA project number and location(s). * RRPL is usually provided by the general contractor. The policy automatically covers loss arising from the activities of all subcontractors. RISK Jim Hamilton 22

23 Construction Phase Issuance of Real Estate Permit. Monitoring Plan Implementation & Reports. Pre-Construction Survey. Pre-Construction Meeting. JDAC Construction Inspection Facilitators. Project Close-Out. As-built drawings. Payment of outstanding costs. JDAC Tom Crone 23

24 Conclusion Questions and Answers. Wrap-Up. 24

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