Washington Metropolitan Area Transit Authority

Workshop on Joint Development

& Adjacent Construction Projects

WMATA Headquarters - Jackson Graham Building 600 Fifth Street, NW, Washington, DC 20001

October 28, 20169:30 a.m. to 12:00 noon

JDAC Tom Crone 2

Introductions & JDAC Organization

Track, Structures and Facility EngineeringJoint Development and Adjacent Construction Organization (JDAC)

Sr. Program ManagerThomas Crone

Project ManagerTariq Bushnaq **

Project ManagerMichelle Corum

Project ManagerGeorge Robbins

Supervisor, Field Projects Tom Majestic

Office Engineer LaShawn Bost

Project CoordinatorShee’ Newman

10/18/16 Rev. 5

J/A Construction EngineerVenkata Ghanta

J/A Construction EngineerTaurean Blake

J/A Construction EngineerMary Oxendine

J/A Construction EngineerKiley Maynard

J/A Construction EngineerRuth McCormick

J/A Construction EngineerRanni Manzanero

J/A Construction Engineer(under recruitment)

J/A Construction EngineerMike McNamee

J/A Construction EngineerTracey Twyman

Construction Inspection Facilitator

Michael Bailey

Construction Inspection Facilitator

Steve Bergquist

Construction Inspection Facilitator

Fred Daneshvaran

Construction Inspection Facilitator

(assigned to radio project)

Engineer 1

Daniel Desta** Note: PCN resides in PLJD assigned to JDAC

J/A Construction EngineerLeonardo John

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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

JDAC Mission

3

• JDAC acts similar to the development review andpermitting offices of the jurisdictions.

• JDAC active project log consistently numbers over 200.

• 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 Reimbursableprojects.

JDAC Mission

JDAC Tom Crone 4

• JDAC web page lists procedures and requirements:

• Adjacent Construction Project Manual(ACPM) - Revision 5a released September 21, 2015

• The Project Flow Chart lists earlyactions and provides time framesof at least six months

JDAC Approach to Projects

JDAC Tom Crone 5

http://www.wmata.com/business/joint_develoment_opportunities/adjacent_construction information.cfm

• Contact to request an impact evaluation

• If JDAC determines no impact a release will be provided

• Projects with Impacts willbe assigned a Project Control Number (PCN) andproject staff will be named

JDAC Approach to Projects

JDAC Tom Crone 6

JDACInquiries@wmata.com

Flow Chart - Early Actions

• ODC project introduction to WMATA.

• JDAC determination of level of support, project duration, and JDAC estimate of support cost.

• 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 7

Flow Chart - Design Review

Engineering Plans and Analyses (Site Plan, Sheeting & Shoring, etc.)Minimum 4 copies & 1 electronic copy to JDAC

Safety & Security Certification PlanBy ODC Conceptthru Design, Construction and Testing completion

Phasing Plans, Maintenance of Traffic Plans, Material & Catalog CutsMinimum 4 copies & 1 electronic copy to JDAC

Monitoring and Contingency PlansMinimum 4 copies & 1 electronic copy to JDAC

WMATA Criteria & Standards

Blasting Plan Minimum 4 copies & 1 electronic copy to JDAC

JDAC APPROVALS FOR ALL WORK

JDAC Tom Crone 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

Site Specific Work Plan

Escorts and Flagman -ODC payment of costs in advance

Real Estate Permit

Arrangement of Track Rights

WMATA APPROVALS FOR ACCESS9JDAC Tom Crone

JDAC Certification

Proximity of Adjacent Construction Projects to WMATA InfrastructureNY Avenue Bridge Replacement Protection Shield 111 K Street Support of Excavation

Adjacent Construction

10

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 non-revenue hours.

• Safety training forms are available on the JDAC Web page. Certification of Eligibility / Training Request / ID Card

Training Procedures

11SAFE John Cribben

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 Leo John 12

• Brief Question and Answer period Recommend that questions be sent to:

JDACInquiries@wmata.com answers will be provided.

• 10 minute break

Questions and Answers

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Joint Development and Transit Oriented Development Projects

JDAC Tariq Bushnaq 14

http://www.wmata.com/pdfs/business/Guidelines%20Revision11-20-08.pdf

http://www.wmata.com/business/joint_development_opportunities/real_estate.cfm

• 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.

15JDAC Tariq Bushnaq

WMATA Criteria & Standards

• Manual of Design Criteria

• Standard Drawings

• Design Drawings

• Technical Specifications

• WMATA Adjacent Construction Project Manual

• ADA Guidelines AASHTO Green Book

• WMATA CADD Manual

• Station Site and Access Planning Manual

16JDAC Tom Crone

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

17JDAC Tom Crone

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 3JDAC Tom Crone 18

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.

19LAND Bruce Bourque

http://www.wmata.com/business/joint_develoment_opportunities/real_estate.cfm

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 onscope of work.

Must Submit 1) RRPL Insurance Policy and 2) Certificate(s) of Insurance for approval.Contact Information: Mary Jane (MJ) Johnston, 202.962.1236 or mjfjohnston@wmata.com

20RISK Jim Hamilton

RR Protective Liability Insurance

• Required for work:- Within 50’ of WMATA tracks- Inside of rail stations

• Covers WMATA’s liability for third party BI/PD claims

• Covers damage to WMATA property

• Arising from contractor’s work activities

21RISK Jim Hamilton

RRPL cont’d

• CGL policy must be endorsed to delete the railroad exclusion

• WMATA is the “Named Insured” and the General Contractor is the “Designated Contractor” on the RRPL policy

• RRPL is usually provided by the general contractor

• Policy also covers loss arising from the activities of all subcontractors

22RISK Jim Hamilton

WMATA’s Blanket RRPL Program

• Underwritten by commercial insurer

• Cost is usually less

• Available to contractors if project falls within certain parameters

23RISK Jim Hamilton

Construction Phase

• Issuance of Real Estate Permit

• JDAC Construction Inspection Facilitators

• Pre-Construction Meeting

• Pre-Construction Survey

• Monitoring Plan Implementation & Reports

• Oversight and Coordination of Construction Activities

• Project Close-Out As-built drawings

Payment of outstanding costs

JDAC Tom Majestic 24

Conclusion

• Questions and Answers.

• Wrap-Up.

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