HomeMy WebLinkAboutENG 06-21 Report to
Executive Committee
Report Number: ENG 06-21
Date: May 3, 2021
From: Richard Holborn
Director, Engineering Services
Subject: Bridge Modification Term Sheet Agreement
-Metrolinx GO Expansion Program – Granite Court Bridge
-File: A-1440
Recommendation:
1.That the City of Pickering enter into a Bridge Modification Term Sheet Agreement with
Metrolinx;
2.That the Mayor and City Clerk are hereby authorized to execute the Bridge Modification
Term Sheet Agreement between the City of Pickering and Metrolinx for the purpose of
affixing Metrolinx infrastructure to the bridge on Granite Court, in substantially the same
form as attached to this report, subject to minor revisions satisfactory to the City Solicitor;
and,
3.That the appropriate officials of the City of Pickering be authorized to take the necessary
actions as indicated in this report.
Executive Summary: Metrolinx is preparing to undertake the GO Expansion Program
which involves electrification on the Lakeshore East GO Rail corridor. The electrification of this
corridor will allow GO Transit to convert their locomotives from diesel to electric and will
provide the public with a faster and more convenient way to move on this corridor. This will
require the construction of overhead wires to supply electricity to the trains. Where the rail
corridor crosses under a bridge, as is the case on Granite Court, Metrolinx requires bridge
modifications to support the overhead wire system. The bridge modifications will include
adding a protective barrier, flash plate attachments and overhead contact system supports.
Metrolinx has identified that the Granite Court bridge is the only bridge under the jurisdiction of
the City of Pickering that will require modifications.
Financial Implications: There are no financial implications for the City of Pickering
associated with the installation and maintenance of the protective barrier on the Granite Court
bridge. Metrolinx (or their contractor) will be responsible for the installation, inspection and
maintenance of the protective barrier, flash plate attachments and overhead contact support
systems.
ENG 06-21 May 3, 2021
Subject: Bridge Modification Term Sheet Agreement
Metrolinx GO Expansion Program – Granite Court Bridge Page 2
Discussion: The Metrolinx GO Expansion Program (formerly called Regional
Express Rail Program) involves electrification on the Lakeshore East GO Rail corridor which
will allow GO Transit to convert their locomotives from diesel to electric and will provide the
public with a faster and more convenient way to move on this corridor. Electrification will
require the construction of overhead wires along the railway corridor to supply electricity to the
trains. Where the rail corridor crosses under a bridge, as is the case on Granite Court,
Metrolinx requires bridge modifications to support the overhead wire system. The bridge
modifications will include adding a protective barrier, flash plate attachments and overhead
contact system supports.
Granite Court Bridge Protective Barrier:
Metrolinx has developed a standard base model barrier which will be installed across all
bridges in Durham Region. A conceptual image was prepared by Metrolinx which shows the
proposed protective barrier on the Granite Court Bridge (Attachment #1).
The proposed protective barrier is intended to protect the public from the energized equipment
that is being installed on the Lakeshore East Rail corridor. It will be a light grey, solid faced
opaque barrier, having a minimum height of 2m above the standing surface. It will extend 3m
beyond the overhead contact system supports that will be on the underside the bridge.
The Town of Ajax and Region of Durham have both selected the same light grey opaque
protective barrier type for their municipal bridges.
Bridge Modification Agreement:
As per the letter dated May 1, 2018 (Attachment #2), the City of Pickering required Metrolinx to
formalize the agreed upon modifications, through an agreement. Metrolinx has provided the
Bridge Modification Term Sheet Agreement (Attachment #3) that City staff have reviewed, and
recommend the Mayor and City Clerk be authorized to execute.
Metrolinx has advised that the GO Expansion Project is scheduled to commence sometime in
2022.
Attachments:
1.Granite Court Bridge Protective Barrier Rendering
2.Letter Issued to Metrolinx Dated May 1, 2018
3.Bridge Modification Term Sheet Agreement
ENG 06-21 May 3, 2021
Subject: Bridge Modification Term Sheet Agreement
Metrolinx GO Expansion Program – Granite Court Bridge Page 3
Prepared By: Approved/Endorsed By:
Nadeem Zahoor, P.Eng., M.Eng. Richard Holborn, P. Eng.
Transportation Engineer Director, Engineering Services
NZ:mjh
Recommended for the consideration
of Pickering City Council
Marisa Carpino, M.A.
Chief Administrative Officer
Original signed by:Original signed by:
Original signed by:
“BASE MODEL” PROPOSED DESIGN –OPAQUE BARRIER
10BRIDGE BARRIER
Opaque Barrier
Street View
Attachment #1 to Report #ENG 06-21
“BASE MODEL” CUSTOMIZABLE COMPONENTS
11BRIDGE BARRIER
Opaque Barrier
Street View
Bottom frame + saddle plate (colour)
Medallion (design)
Bookend + top frame (colour)
Intermediate glazing supports –Visible from exterior side (colour)Vertical Support Structures –Visible from exterior side
(colour)
Attachment #2 to Report #ENG 06-21
TERM SHEET RE. MODIFICATIONS TO BRIDGE
LOCATED IN THE CITY OF PICKERING
This term sheet (Term Sheet) sets forth the terms of the agreement between Metrolinx and The
Corporation of the City of Pickering regarding, among other matters, design, construction and
maintenance obligations in connection with the modification of the “Bridge” outlined in Schedule “A”
attached hereto (as such schedule may be amended, restated or otherwise modified from time to time),
whereby such modifications are required in order to accommodate the GO Expansion Program.
SUBJECT DESCRIPTION
1. Parties Metrolinx (MLX)
The Corporation of the City of Pickering (the Road Authority)
2. Term This Term Sheet commences on the date it is executed by MLX and the
Road Authority, and will terminate on the earlier of: (i) the date upon which
the Bridge has been fully replaced and separate agreements that supersede
this Term Sheet relating to such replacement have been entered into by
MLX and the Road Authority, and (ii) the date upon which the Bridge is no
longer required by MLX for the purpose of affixing the Electrification
Infrastructure (the Term).
In the event that an individual Bridge is replaced as described in (i) above
or no longer required as described in (ii) above, such individual Bridge will
be deleted from Schedule “A” and the rights and obligations of the parties
hereto with respect to such Bridge will cease.
3. Modifications to Bridge MLX will construct, install and attach all Electrification Infrastructure and
any ancillary or incidental works that MLX may deem necessary thereto, in
its sole discretion (collectively, the Construction Work) in accordance
with the Design Documents and Road Authority Work Permits applicable
thereto.
The Road Authority grants MLX permission to perform the Construction
Work, and to operate and maintain the Electrification Infrastructure
thereafter, provided that MLX (i) complies with the terms contained in
Section 11 herein, and (ii) is otherwise not in default of the terms contained
in this Term Sheet and related schedules.
4. Design of Construction Work MLX will design the bridge modifications and ancillary works (the Design
and together with the Construction Work, collectively, the Work) and will
perform the Construction Work in accordance with (i) the Design, (ii) the
general terms of reference applicable to the Bridge, as set out in the Terms
of Reference – General Schedule attached hereto as Schedule “B” (the
Terms of Reference – General), and (iii) the specific terms of reference
applicable to a particular Bridge, as set out in the Terms of Reference –
Specific Schedule attached hereto as Schedule “C” (the Terms of
Reference – Specific, and together with the Terms of Reference – General,
collectively the Terms of Reference).
MLX will submit all plans, specifications, conceptual and detailed designs DraftAttachment #3 to Report #ENG 06-21
- 2 -
for the Electrification Infrastructure (collectively, the Design Documents)
to the Road Authority at 30% design and again at 100% final design.
The Road Authority will, within 20 days of receipt of such Design
Documents, provide comments to MLX as to the compliance of the Design
Documents with the Terms of Reference.
MLX agrees to review and respond to the Road Authority’s comments (if
any) within a reasonable time period and will exercise commercially
reasonable efforts to address such comments, having regard to impact on
overall costs and schedule.
5. Completion of Barrier Work MLX will provide the Road Authority 30 days’ prior written notice of the
expected completion date of the Construction Work pertaining to the
electrification protective barriers only (the Barrier Work), and the Road
Authority will have the right to attend with MLX at an inspection of the
Barrier Work. If the Road Authority notifies MLX that the Barrier Work
has not been constructed substantially in accordance with the Terms of
Reference – Specific, the Road Authority shall provide detailed particulars
of any such alleged non-compliance within fourteen (14) days of such
inspection (the Notification Period). MLX will review and consider any
comments provided by the Road Authority within the Notification Period,
and will cause appropriate changes to be made to the Barrier Work, if
necessary, to ensure construction in compliance with the Terms of
Reference – Specific. In the event the Road Authority does not provide
MLX with any comments within the Notification Period, the Barrier Work
shall be deemed to have been constructed in accordance with the Terms of
Reference – Specific.
MLX’s sole obligation is to perform the Barrier Work substantially in
accordance with the Terms of Reference – Specific, and provided that this
has been achieved, no further consent or approval of the Road Authority is
required.
6. Cost of the Work MLX will pay all costs relating to the Work, including without limitation,
any and all costs relating to obtaining Third Party Permits and Approvals
and utility relocations (if any), provided however, in the event the Road
Authority requests that there be any changes to the Terms of Reference,
then, if MLX agrees to such change (having regard to impact on costs and
scheduling), the Road Authority will pay any incremental costs relating to
the completion of any changes, including any incremental costs to MLX
associated with any delay, compensation or any other claims made by any
of MLX’s contractor(s).
7. Maintenance Obligations re. the
Electrification Infrastructure
For the purposes of this Term Sheet, the following capitalized terms will
have the meanings ascribed as follows:
“Electrification Infrastructure” means (i) any attachment(s) to a Bridge
that is or are required to electrify the rail corridor including, without
limitation, electrification protective barriers, fencing, grounding and
bonding, overhead contact system supports and flash plate attachments, and
(ii) any other infrastructure, attached or non-attached to a Bridge, that isDraft
- 3 -
ancillary to the overhead contact system; and
“Maintenance” means, collectively, inspection, maintenance, repair, minor
and major rehabilitation and partial reconstruction and replacement, but
excludes, for greater certainty, full replacement.
MLX will be responsible, at its sole cost, for the Maintenance of the
Electrification Infrastructure. Such Maintenance will be performed in
accordance with any required Road Authority Work Permits and Third
Party Permits and Approvals.
MLX and the Road Authority will coordinate the scheduling of any
Maintenance either party is responsible for that may interfere with road or
rail operations, as the case may be, or that will require access to the rail
corridor in order to perform such Maintenance.
Subject to the notice requirements in Section 8 below, if the Road Authority
needs to perform any Maintenance to a Bridge where the Electrification
Infrastructure interferes (not insignificantly) with such Maintenance, MLX
agrees to temporarily detach the Electrification Infrastructure, at its sole
cost, for a reasonable amount of time based on the specifications of such
Maintenance, as determined by MLX acting reasonably, in order for the
Road Authority to perform such Maintenance.
8. Notice Requirements re.
Maintenance
In the future, MLX will deliver to the Road Authority an access plan (the
Access Plan), which will be developed in accordance with the requirements
set out in Schedule “F” attached hereto. The Access Plan will provide the
Road Authority reasonable access to MLX’s rail corridors in order for the
Road Authority to perform certain Maintenance, and will cover items such
as visual and detailed bridge inspections (in both energized and de-
energized environments), maintenance, repair and minor and major bridge
rehabilitation.
The Road Authority must perform any of its Maintenance that could impact
the rail corridor, including the operation thereof, and/or the Electrification
Infrastructure, in accordance with the Access Plan. If the Road Authority
wishes to conduct Maintenance that is not contemplated in the Access Plan,
it must notify MLX reasonably in advance. For greater certainty, the Road
Authority will not be permitted to conduct any Maintenance that could
impact the rail corridor, including the operations thereof, and/or the
Electrification Infrastructure, outside of the access set forth in the Access
Plan.
Notwithstanding the foregoing, emergency events are not subject to the
provisions set out in this Section 8, but will be governed by the emergency
protocol established pursuant to Section 10 below.
9. Work Permits The parties will coordinate construction and Maintenance activities
affecting the other party’s rail or road operations, as the case may be, so to
(i) enable timely performance of the Construction Work and/or
Maintenance, and (ii) minimally interfere with the rail and road operations,Draft
- 4 -
as the case may be, to the extent reasonably possible.
Prior to the commencement of any Maintenance by the Road Authority
which could interfere with or impact rail operations or that requires access
to the rail corridor, the Road Authority (and all of its contractors
performing such Maintenance) must execute any work permit(s), which
MLX (and/or its contractors) requires (the MLX Work Permit).
Prior to the commencement of any Construction Work and/or Maintenance
of the Electrification Infrastructure by MLX which could interfere with or
impact road operations or that requires access to lands owned by the Road
Authority, MLX (and all of its contractors performing such Construction
Work and/or Maintenance) must execute the standard Road Authority work
permits, which the Road Authority requires from all third parties prior to
such third parties carrying out work on lands owned by the Road Authority
(the Road Authority Work Permits).
10. Emergency Protocol MLX will develop a protocol for third party access, including the Road
Authority, to MLX’s property in and around a Bridge in the event of an
emergency. The Road Authority will be consulted during the development
of such protocol.
11. Third Party Permits/ Applicable
Laws / Standards
MLX will, in the performance of any Construction Work and/or
Maintenance of the Electrification Infrastructure: (i) comply with all laws
binding on it (Applicable Laws), the Road Authority Work Permits, any
required permits and approvals required from any third party having an
interest in a Bridge or lands and/or railway (the Third Party Permits and
Approvals) and those standards and codes applicable to MLX outlined in
Schedule “D” attached hereto (the Work Standards), (ii) be responsible
for obtaining any and all approvals, permits, permissions to enter or other
authorizations required in connection with same, (iii) perform such
Construction Work in a good and workmanlike manner, and (iv) promptly
attend and report to the Road Authority the discharge of any lien or security
interest registered against the Road Authority’s property claimed in
connection with the Construction Work. Upon MLX’s request, the Road
Authority will use commercially reasonable efforts to assist MLX in
obtaining any such approvals, permits, permissions to enter or other
authorizations, at no cost to the Road Authority.
The Road Authority (and its contractors) will, in the performance of any
Maintenance which could interfere with or impact rail operations or that
requires access to the rail corridor, comply with all Applicable Laws, the
MLX Work Permit and any Work Standards applicable to the Road
Authority.
12. Access re. Work and
Maintenance
Each party grants the other party a non-exclusive license to enter onto its
lands for the purposes of performing the Construction Work and/or the
Maintenance, as the case may be, in accordance with the terms of this Term
Sheet, including the requirements to obtain a work permit pursuant to
Section 9. Draft
- 5 -
13. Ownership Notwithstanding any contribution by any party to the cost of the Works or
Maintenance, or any degree of affixation of any improvements to the lands
owned by either party, MLX and the Road Authority agree that MLX is the
sole owner of the Electrification Infrastructure.
14. Indemnity MLX hereby indemnifies and holds the Road Authority, and it’s
employees, agents, contractors and invitees, harmless from and against any
loss, cost and expense incurred by the Road Authority because of any
demand, action or claim brought against the Road Authority as a result of
any breach of this Term Sheet by MLX (or anyone for whom in law MLX
is responsible), or the loss of or damage to property, personal injury or
death, or any other direct losses or damages, howsoever and whatsoever
incurred, suffered or sustained by the Road Authority as a result of any act
or omission of MLX (or anyone for whom in law MLX is responsible) in
the performance of the Works and/or any Maintenance, save and except for
those losses or damages which have been caused or contributed to by any
negligence, negligent misrepresentation or breach of statutory duty on the
part of the Road Authority (or on the part of anyone for whom the Road
Authority is in law responsible), and the breach of any of the provisions of
this Term Sheet by the Road Authority (or by anyone for whom in law the
Road Authority is responsible), including, but not limited to, any negligent
act, willful misconduct or omission of the Road Authority (or by anyone for
whom in law the Road Authority is responsible), which causes or
contributes to any such injury, damage or loss.
The Road Authority is liable for and responsible to MLX for any breach of
any terms of this Term Sheet and any damage to the Electrification
Infrastructure caused by acts or omissions of the Road Authority (or by
anyone for whom in law the Road Authority is responsible), and hereby
indemnifies MLX, and it’s employees, agents, contractors and invitees,
from and against any loss, cost and expense incurred by the MLX because
of any demand, action or claim brought against MLX pertaining to such
breach or damage caused, save and except for any damage which has been
caused or contributed to by any negligence, negligent misrepresentation or
breach of statutory duty on the part of MLX (or anyone for whom MLX is
in law responsible), and the breach of any of the provisions of this Term
Sheet by MLX (or by anyone for whom in law MLX is responsible),
including, but not limited to, any negligent act, willful misconduct or
omission of MLX (or by anyone for whom in law MLX is responsible),
which causes or contributes to any such damage.
15. Future Replacement If at any time during the Term a Bridge is replaced, the terms associated
therewith will be agreed to by the parties in a separate agreement, which
agreement will then supersede this agreement per Section 2 herein. The
Road Authority will notify MLX at least three (3) years in advance of such
replacement.
Notwithstanding the foregoing, the Road Authority agrees that MLX will
be permitted to construct, install and attach the Electrification Infrastructure
on such replaced Bridge. Draft
- 6 -
16. Agreement MLX and the Road Authority acknowledge and agree that this Term Sheet
constitutes a legal, valid and binding agreement between MLX and the
Road Authority, enforceable against both parties in accordance with the
terms and conditions contained herein.
This Term Sheet will enure to the benefit of, and be binding upon, the
parties hereto and their respective successors and permitted assigns.
17. Assignment Subject to the following paragraph, neither MLX nor the Road Authority
shall be entitled to assign this Term Sheet, in whole or in part, without the
prior written consent of the other party, which consent will not be
unreasonably withheld or delayed.
MLX may, in its sole discretion, and without prior consent of the Road
Authority, (i) assign any or all of MLX’s rights and obligations under this
Term Sheet to the Government of Ontario or to a Crown Agency (as
defined in the Crown Agencies Act (Ontario)) or to any third party
contractor or sub-contractor of MLX (each, an “Assignee”); and (ii) require
the Assignee to fully perform the obligations of MLX under the Term Sheet
and to be fully liable to the Road Authority in all respects for all liabilities
and obligations of MLX (including, for clarity, payment obligations) under
the Term Sheet. The Road Authority shall, within a timeframe prescribed
by MLX, acting reasonably, enter into any agreement that may be required
by MLX to give effect to any assignment and assumption or novation
contemplated under this paragraph, including any agreement with MLX and
the Assignee that requires the Road Authority to consent to the applicable
assignment and assumption or novation and to release MLX from the
applicable obligations and liabilities under the Term Sheet, provided the
terms and conditions of such agreement do not change or alter the terms
and conditions of this Term Sheet.
18. Governing Law This Term Sheet will be governed by and interpreted in accordance with the
laws of the Province of Ontario and the federal laws applicable therein.
19. Counterparts This Term Sheet may be executed in one or more counterparts, and any
single counterpart or a set of counterparts executed, in either case, by all
parties will constitute a full, original and binding agreement for all
purposes. Counterparts may be executed either in original or electronic
form, provided that the party providing its signature in electronic form will
promptly forward to the other party an original signed copy of this Term
Sheet which was so sent electronically.
20. Dispute Resolution Any dispute between the parties with respect to any matter arising out of
this Term Sheet will be referred to dispute resolution in accordance with
Schedule “E” attached hereto.
21. References to a Party For the purposes of this Term Sheet, all rights granted to a party hereunder
will extend to that party’s contractor(s), and any obligation that a party is
responsible for hereunder may be satisfied by that party’s contractor(s),
provided that each of the Road Authority and MLX shall remain liable for
its obligations contained hereunder. Draft
- 7 -
SCHEDULES TO TERM SHEET DESCRIPTION
Schedule “A” List of Bridges
Schedule “B” Terms of Reference – General
Schedule “C” Terms of Reference – Specific
Schedule “D” Work Standards
Schedule “E” Dispute Resolution
Schedule “F” Access Plan
[signature page follows] Draft
- 8 -
IN WITNESS WHEREOF this Term Sheet has been duly executed by the parties hereto as of the
______ day of _______________, 2020.
The Corporation of the City of Pickering
Per:
Name:
Title:
Per:
Name:
Title:
I/We have the authority to bind the corporation.
METROLINX
Per:
Name:
Title:
Per:
Name:
Title:
I/We have the authority to bind the corporation. Draft
- 9 -
SCHEDULE “A”
LIST OF BRIDGES TO BE MODIFIED
Bridge ID Rail Corridor Mileage Description of Location Description of Bridge
Lakeshore East 314.95 Granite Court Overhead Bridge Draft
- 10 -
SCHEDULE “B”
TERMS OF REFERENCE – GENERAL
With respect to the Works to be performed by MLX in accordance with this Term Sheet, MLX will:
a) with respect to the Design Work:
1. validate or obtain all field data necessary for detailed design and perform any investigations,
studies, tests and the like required in addition to the information supplied by the bridge owner or
MLX to complete the Work associated with and as described in Schedule “C” (Terms of Reference
– Specific) to the Term Sheet;
2. perform all design required in accordance with the design specifications defined in this Term Sheet
and project specifications;
3. perform all work required to secure approval of any deviations from the requirements specified in
this Term Sheet;
4. confirm locations of all utilities and be responsible for managing all scheduling impacts arising
from utilities relocations. Any utility relocations shall be performed in accordance with a separate
agreement with the appropriate utility company;
5. ensure that all final design, design reports, drawings, and calculations are sealed and signed by a
professional engineer licensed to practice in the Province of Ontario. All final structural reports,
structural drawings and foundation design reports shall be signed and sealed by two (2) professional
engineer(s), licensed to practice in the province of Ontario, one (1) who performs the design and the
other who checks such design; and
6. submit to the Road Authority the design submittals as listed in item 4 of the Term Sheet, and will
follow the Road Authority’s typical design review process. Such submittals will be made prior to
construction the relevant portion of the work
b) with respect to the Construction Work:
7. be responsible for all construction means, methods, techniques and provisions for all aspects of the
Work, including without limitation, labour, plant, equipment and materials required to undertake the
Work;
8. ensure structural integrity and safety during all stages of construction and for the rehabilitated
structure;
9. complete the work in accordance with Ontario Provincial Standard Specifications (OPSS), the
project specifications and all government and agency authorizations and approval without
outstanding infractions of laws and regulations;
10. comply with all quality inspection and testing of the work in accordance with the Project Quality
Management Plan and project documents;
11. upon request, provide the Road Authority access to the Work, in accordance with the terms of the
project agreement, for applicable testing, investigation, audit and the like and access to associated
inspection records, test results and testing facilities;
12. ensure all the foundations and substructures of the Bridge is adequate to support the proposed
modifications;
13. ensure that all products used for the Work are in accordance with the Road Authority requirements
and has a minimum of 75 years’ service life;
14. provide products, materials, and associated submittals (shop drawings, certifications, etc.) as
typically required by the Road Authority, and follow the Road Authority’s typical review process,
in accordance with applicable codes, specifications and standards articulated by the Road Authority;
15. ensure the following specifications are applied to each of the electrification protective barriers:
a. Solid-faced;
b. minimum height of two (2) metres above standing surface (including bridge railings); and Draft
- 11 -
c. extends horizontally (i) a minimum of three (3) metres beyond the overhead contact
system electrified wires located under the Bridge and (ii) a minimum of five (5) metres
beyond centerline of the electrified rail tracks, each being measured perpendicular to the
wire/track; and
16. provide the Road Authority with “Record” drawings following completion of the Construction
Work.
Draft
- 12 -
SCHEDULE “C”
TERMS OF REFERENCE – SPECIFIC
(see attached Specification Sheet for each Bridge)
FORM OF SPECIFICATION SHEET
Bridge Data
Bridge Name Granite Court
Bridge Type Concrete
Rail Corridor Lakeshore East
Subdivision Kingston
Mileage 314.95
Bridge Owner City of Pickering
Bridge ID 4
Bridge Barrier Aesthetics
Physical Element Specific Requirement
Panels (type) Opaque
Frame color – top and
bookends
Light grey colour
Frame color – bottom bar and
saddle plates
Light grey colour
Major fin color – structural
supports
Light grey colour
Minor fin color – intermediate Light grey colour
Medallion (design) Not required
New Bridge Attachments
Item
Specific
Requirement
Comments
Protective Barrier Yes
OCS As required
Flash plate Yes
Bonding and Grounding As required
Rehabilitation Work
1. N/A
Draft
- 13 -
SCHEDULE “D”
WORK STANDARDS AND CODES
Project Specific Output Specifications (PSOS)
Metrolinx, General Guidelines for Design of Railway Bridges and Structures
Structures subjected to roadway loading (Overhead Structures):
a. Canadian Highway Bridge Design Code, CAN/CSA-S6-19 or superseded by the latest edition
available
b. Ministry of Transportation, Ontario, Bridge Design Manuals, latest edition:
i. Structural Manual, MTO
ii. Ontario Structure Inspection Manual, MTO
iii. Structural Rehabilitation Manual, MTO
iv. Structural Steel Coating Manual, MTO
v. All other applicable Bridge Standards, Guidelines, Memorandums and Manuals,
MTO
Structures subjected to railway loading (Subway Structures):
a. CN – Engineering Specifications for Industrial Tracks
b. CP – Requirements for the Design of Steel and Concrete Bridges Carrying Railway Traffic in
Canada
c. AREMA – American Railway Engineering of Maintenance-of Way Association, Manual for
Railway Engineering 2018
Other Structures:
a. Ontario Building Code (OBC), Building Code Act: O Reg. 332 – Building Code
b. National Building Code of Canada (NBC) 2015
c. CAN/CSA-A23.3 - Design of Concrete Structures
d. CAN/CSA-S16 - Design of Steel Structures
Ontario Provincial Specifications for Roads and Public Works, OPS Municipal, Provincial Common
and Provincial-oriented
Structures subjected to various types of loadings shall be designed in accordance with all relevant
codes and standards requirements
Geometric Design Guide for Canadian Roads, June 2017
Transport Canada, Guideline for Bridge Safety Management, February 2012
Draft
- 14 -
SCHEDULE “E”
DISPUTE RESOLUTION1
1. Upon the written notice of a party, senior representatives of the Road Authority and Metrolinx
being the Manager Capital Projects and Infrastructure of the Road Authority and the Director,
Electrification, RER, Capital Projects Group of Metrolinx shall meet to discuss and resolve the
dispute set forth in the notice.
2. If the Manager Capital Projects and Infrastructure of the Road Authority and the Director,
Electrification, RER, Capital Projects Group of Metrolinx do not resolve the dispute within
fifteen (15) business days after such written notice, the parties shall further attempt to resolve
their dispute informally, as follows:
(a) the dispute shall be promptly referred for resolution to Metrolinx’s Vice President, RER,
Implementation and the Road Authority’s Director, Engineering Services;
(b) Metrolinx’s Vice President, RER, Implementation and the Road Authority’s Director,
Engineering Services shall meet as often as the parties reasonably deem necessary in
order to gather and furnish to the other all information with respect to the matter in issue
which the parties believe to be appropriate and germane in connection with its resolution
and upon which the parties intend to rely in resolving the dispute in question. Metrolinx’s
Vice President, RER, Implementation and the Road Authority’s Director, Major Capital
Infrastructure Coordination shall discuss the problem and negotiate in good faith in an
effort to resolve the dispute without the necessity of any formal proceeding;
(c) during the course of such discussions, all reasonable requests made by one party to the
other for non-privileged information, reasonably related to the issue in dispute under this
Term Sheet, shall be honored in order that each of the parties may be fully advised of the
other’s position; and
(d) the specific format for the discussions shall be left to the discretion of Metrolinx’s Vice
President, RER, Implementation and the Road Authority’s Director, Engineering
Services, but may include the preparation of agreed-upon statements of fact or written
statements of position.
3. If the dispute cannot be resolved by Metrolinx’s Vice President, RER, Implementation and the
Road Authority’s Director, Engineering Services pursuant to Section 2(b) within fifteen (15)
business days or such other time period as has been agreed, then the matter shall be referred to the
Chief Capital Officer of Metrolinx and the Road Authority’s Chief Administrative Officer for
dispute resolution substantially in accordance with the foregoing.
4. If the Chief Capital Officer of Metrolinx and the Road Authority’s Chief Administrative Officer
are not able to resolve the dispute within fifteen (15) business days or such other time period as
has been agreed, then upon agreement between the Chief Capital Officer of Metrolinx and Road
Authority’s Chief Administrative Officer, the matter shall be submitted to arbitration conducted
in accordance with the Arbitration Act, 1991 (Ontario) (as amended from time to time, the
1 NTD: Schedule “E” is tentative. It may be updated during the procurement process. Draft
- 15 -
“Arbitration Act”) in the City of Toronto by a single arbitrator with suitable expertise, to be
agreed upon by the parties within fifteen (15) calendar days of the matter being submitted to
arbitration (the “Arbitrator Election Period”). If the parties are not able to agree on a single
arbitrator before the expiration of the Arbitrator Election Period, then either party shall be entitled
to make application to the Superior Court of Ontario pursuant to the Arbitration Act for selection
of the arbitrator, and the provisions of such Act shall govern such selection. In the event of the
failure, refusal or inability of the arbitrator to act, or continue to act, a new arbitrator shall be
appointed in his or her stead, which appointment shall be made in the same manner as
hereinbefore provided. The decision of the arbitrator shall be final and binding on the parties and
not subject to appeal or challenge, except such limited relief provided under Section 45(1) (appeal
on a question of law, with leave) or Section 46 (setting aside award) of the Arbitration Act.
5. None of the provisions in this Schedule “E” shall be construed so as to prevent a party from
instituting (and a party is authorized to institute) litigation in a court of competent jurisdiction for
equitable relief, but only if a party makes a good faith determination that the damages to such
party (or to third parties) resulting from such continued non-resolution of the dispute in question
shall be so immediate, so large or so severe, and so incapable of adequate redress after the fact,
that a temporary restraining order or other immediate injunctive relief is the only adequate
remedy. To the extent any such litigation is instituted the parties agree that Section 7 of the
Arbitration Act shall not apply to such litigation, but only in respect of a claim for equitable
relief.
6. Each party agrees to continue performing its obligations under the Term Sheet while any dispute
is being resolved, to the extent performance is feasible prior to resolution of the dispute, unless
and until such obligations are terminated by the termination or expiration of this Term Sheet. Any
such performance by the parties shall be without prejudice to their positions in the dispute.
Draft
SCHEDULE “F”
ACCESS PLAN
Prior to the Road Authority carrying out any Maintenance to a Bridge that requires access to a rail
corridor in order to perform such Maintenance, the Road Authority shall comply with the following
requirements:
1.The Road Authority shall submit to Metrolinx an application for access (an “Application for
Access”), which shall include, without limitation, the following:
a.a completed application for access form (an “Application for Access Form”), in the form
attached hereto as Appendix “1”. Metrolinx reserves the right to amend, supplement, update
or restate the Application for Access Form, from time to time;
b.a detailed description of the scope of works (the “Scope of Works”) being performed by the
Road Authority and a detailed work plan methodology for carrying out such works (a “Work
Plan Methodology”), prepared in accordance with the requirements and timelines prescribed
in the Work Plan Methodology user guide attached hereto as Appendix “2” (the “User
Guide”). For clarity, the Road Authority shall use the form set out in the User Guide when
preparing and submitting the Work Plan Methodology;
c.a proposed schedule for the completion of the Scope of Works, which shall identify, at a
minimum, the dates upon which the Road Authority intends to commence and complete the
Scope of Works (the “Proposed Schedule”);
d.a request for track protection confirmation (“Track Protection Confirmation”), as required
by the GO Transit Track Worker Safety Instructions (which may be amended, supplemented
or otherwise modified, from time to time), in respect of the Scope of Works. The Road
Authority shall use the guiding principles set out in Appendix “3” to this Schedule
when determining the type of track protection it requires; and
e.any and all additional information as may be requested by Metrolinx, from time to time.
2.Metrolinx shall promptly notify the Road Authority of any deficiencies in its Application for Access
and shall provide any comments Metrolinx has in relation thereto. The Road Authority shall re-submit
the Application for Access once it has had the opportunity to review and address any and all such
deficiencies and/or comments highlighted by Metrolinx. The Road Authority shall continue to re-
submit the Application for Access until Metrolinx is satisfied, in its sole discretion, with such
application.
3.In conjunction with its review of the Application for Access Form, Metrolinx will conduct a
complexity assessment (each, a “Complexity Assessment”). During a Complexity Assessment,
Metrolinx will review the Scope of Works in detail and designate such works as either “green” or
“red” works, as such works are further described in the User Guide.
4.If, during the Complexity Assessment, the Scope of Works is designated “green work”, then the
following provisions apply:
a.the Road Authority shall subsequently submit, for review and approval by Metrolinx, all
information and supporting documentation required pursuant to Appendix B to the User
Guide for “green works”, in accordance with the timelines set forth in Appendix “2” to this
Schedule;
b.Metrolinx may, in its sole discretion, conduct its own task-specific risk assessment in respect
of the Scope of Works if Metrolinx is not satisfied with the information or documentation
submitted by the Road Authority in accordance with this Section 5. Metrolinx shall perform
said assessment in accordance with the timelines set out in Appendix “2” to this Schedule. In
the event that Metrolinx identifies areas of concern during its task-specific risk assessment,Draft
the Road Authority shall revise and resubmit its Work Plan Methodology to address such
concerns, to the satisfaction of Metrolinx, in accordance with the timelines set out in
Appendix “2” to this Schedule; and
c.Metrolinx may impose certain conditions or obligations on the Road Authority based on the
level of complexity identified during the Complexity Assessment.
5.If, during the Complexity Assessment, the Scope of Works is designated “red work”, then the
following provisions apply:
a.the Road Authority shall submit, for review and approval by Metrolinx, all information and
supporting documentation required pursuant to Appendix B to the User Guide for “red
works”, in accordance with the timelines set forth in Appendix “2” to this Schedule;
b.in connection with the Proposed Schedule, the Road Authority shall include a minimum
contingency of ten percent (10%) of the total estimated number of hours to complete the
Scope of Works, which contingency shall be added to the last activity set forth in the
Proposed Schedule. For clarity, the foregoing contingency (i) may include the two (2) hours
reduction per rail corridor access that Metrolinx is entitled to make, and (ii) shall in no event
extend the time granted to the Road Authority for access to the rail corridor pursuant to an
Application for Access;
c.the Road Authority shall organize and attend a series of meetings to take place at the work
site with Metrolinx and the Road Authority’s contractors, if any, and any other third parties
who are integral to the performance of the Scope of Works, to review and discuss the
following:
i.the description of the Scope of Works (and all activities related thereto) that will be
performed under the Access Permit (as defined below);
ii.the construction methods and construction equipment to be used by the Road
Authority and its contractors while performing the Scope of Works;
iii.the expected progress of the Scope of Works, including critical progress milestones,
in accordance with the Proposed Schedule;
iv.the names and roles of all contractors and subcontractors performing the Scope of
Works;
v.the location of all materials and equipment necessary to complete the Scope of
Works;
vi.loading and unloading procedures;
vii.all safety compliance procedures; and
viii.all other matters and information that will demonstrate to Metrolinx that the Road
Authority and its contractors understand the Scope of Works to be performed and
have the expertise to execute such works within an active rail corridor; and
d.Metrolinx may impose certain conditions or obligations on the Road Authority based on the
level of complexity identified during the Complexity Assessment.
6.If, as a result of the Complexity Assessment, the Application for Access has to be revised, amended
or otherwise modified, the Road Authority shall prompt do so and re-submit such application to
Metrolinx in accordance with the timelines set forth in Appendix “2” to this Schedule.
7. Following Metrolinx’s approval and satisfaction of an Application for Access and the corresponding
Complexity Assessment, Metrolinx shall issue an access permit (an “Access Permit”) to the Road
Authority to enter onto the rail corridor to perform the Scope of Works thereunder described, subject
to the terms and conditions set forth therein. Each Access Permit shall identify, at a minimum, the
following:
a.the limited Scope of Works permitted to be performed thereunder;
b. the designation of works being performed (either “green” or “red” works);Draft
c.the duration of the Access Permit; and
d.any conditions or obligations to be satisfied by the Road Authority in respect of the access
granted thereunder. For clarify, these conditions may include, without limitation, training
requirements for parties performing the Scope of Works, compliance with certain work
standards identified by Metrolinx, time restrictions for the performance of the Scope of
Works, etc.
8.In conjunction with issuing an Access Permit, Metrolinx will confirm track protection for the Scope
of Works contemplated thereunder. The Road Authority is required to submit a request for Track
Protection Confirmation, in accordance with GO Transit Track Worker Safety Instructions, for the
Scope of Works covered under an Access Permit on a weekly basis, irrespective of the time period for
which the Access Permit applies. Each Track Protection Confirmation the Road Authority obtains
from Metrolinx will only apply to the Scope of Works being performed during the seven (7) day
period commencing on the fifteenth (15th) business day following the date upon which the Road
Authority submits a request for Track Protection Confirmation to Metrolinx. Each Track Protection
Confirmation is limited only to the duration specified therein, and the granting of Track Protection
Confirmation by Metrolinx does not by itself, authorize the Road Authority to carry out the Scope of
Works. For clarity, an Access Permit must be obtained, along with Track Protection Confirmation, for
the Road Authority to conduct any Maintenance activities within a rail corridor. The Road Authority
shall, in accordance with the timelines set out in Appendix “2” to this Schedule, submit to Metrolinx a
track protection forecast on a quarterly basis in respect of each location in which the Road Authority
anticipates it will be performing the Scope of Works in respect of the three (3) month period
following the submission to Metrolinx of such forecast.
9.Metrolinx may, in its sole discretion, grant an Access Permit and/or Track Protection Confirmation
for a single entry into a rail corridor or for multiple entries into a rail corridor covering a specified
period of time, each depending on the Scope of Works to be performed under the applicable Access
Permit or Track Protection Confirmation, as applicable.
10.Prior to the commencement of any works, the Road Authority shall display the applicable Access
Permit in a highly visible area at the work site.
11.For clarity, the Road Authority acknowledges as follows:
a.that it shall comply with the foregoing requirements each and every time it requires access to
the rail corridor to perform (or facilitate the performance of) any Maintenance activities; and
b.that the requirements set forth in this Schedule “F” only apply to rail corridors owned by
Metrolinx. Any access to rail corridors owned by Canadian National Railway Company,
Canadian Pacific Railway Company or any other third-party railway company shall be
obtained through a separate process prescribed by the applicable railway company.Draft
APPENDIX “1” TO THIS SCHEDULE “F” – ACCESS PROTOCOL Draft
August 13, 2019
Rail Corridor Access Request
Requests are due by 1200 Tuesday for the upcoming week (Mon – Sun)
PROJECT AND CONTACT INFORMATION
Oracle Task Code: Project #: Project Name: Permit #:
Metrolinx Contact AND Phone: Business Unit:
Consultant Name AND Phone: Company:
Contractor Name AND Phone: Company:
Date Submitted: Late Submission Business Critical / Safety Critical Justification:
WORK INFORMATION
Date OR
Date Range
Hours Track #(s)/ Min
Distance from
Rail (ft)
Work Limits
Miles/ Signals
Scope of Work
(Daily scope for each separated work group)
List of
Machinery
# of
Separated
Work
Groups
# of
Flagmen
Flagging
Contractor
(RCAC
Use only)
Meeting
Location
Protection
(RCAC
Use Only)
Additional Notes:
Revision Notes:
Draft
August 13, 2019
OPERATIONAL IMPACT/APPROVALS CHECKLIST
Does Your Work Affect:
Track Signals Crossings
If you checked any of the above, have you submitted a work plan to Track
COE and/or Corridor Maintenance? Yes No
Are you working in an area where Metrolinx is Constructor?
Yes No
If Yes, have you submitted a work plan to CPG Health and Safety?
Yes No
3 -WEEK FORECAST
Date OR Date Range Hours Track(s)/ Min
Distance from Track
Work Limits
Miles/ Signals
Scope of Work
(Daily scope for each separated work group)
List of Machinery
Draft
APPENDIX “2” TO THIS SCHEDULE “F” – ACCESS PROTOCOL Draft
CPG-PGM-MAN-278
Work Plan Methodology
User Guide
Prepared by Rail Corridor Access and Control
Draft
Work Plan Methodology User Guide
Purpose
The purpose of this User Guide is to provide direction for completing a Work Plan Methodology in accordance
with requirements established by Metrolinx.
The procedure described in this user manual is designed to provide the Work Group requesting access to the
rail corridor a common framework for developing and communicating work plan methodologies, and to
provide Metrolinx with an understanding of their roles during the review and administration process.
A completed and signed off Work Plan Methodology is required:
before access is granted to Metrolinx Rail Corridor or any Rail Corridor on behalf of Metrolinx;
for any work or activity in an active operational facility areas or public spaces; and,
for any work or activity that involves a high risk task.
or has the potential to,
Impact normal train operations;
Affect the railway track structure;
Affect the railway signal system.
Introduction
The completed Work Plan Methodology allows the Work Group to demonstrate awareness of the risks
associated with the work. It will indicate the method of working, mitigation to be used and the risks associated
with the work including the impacts on affected parties. The Work Group responsible for the work will
complete and revise the Work Plan Methodology as applicable to support the work activities and the
identification and mitigation of risks associated with the work planned in a rail and construction environment.
The Work Plan Methodology template has been developed to assist the Work Group to plan activities to be
carried out in a safe and productive manner taking into consideration the impacts on operations, neighbours,
infrastructure and the environment.
The risks associated with the work to be described include, but not limited to:
Construction or Activity risk,
Site risks,
Risk to Personnel,
Risk to Infrastructure and Utilities,
Risk to Rail Operations,
Risk to Passengers,
Risk to Roads,
Risk to Environment, and
Risk to Public
The Work Plan Methodology will also describe the disruption that may be incurred by Rail, Stations and Bus
Operations or the public.
Where the Work Group needs support to adequately develop the plan, Metrolinx will support the Work Group
communication of proposed methodologies to relevant specialists during the development and review of the
Work Plan Methodology. Draft
Work Plan Methodology User Guide
The template and guide will be stored on the Metrolinx MyLinx site and will be issued to active workgroups
after contract award and whenever the template or guide is revised. For non Metrolinx Groups, contact your
Metrolinx contact to ensure correct template version.
General Information
Work plans must be site specific, detailing the maximum location limits for the activities. If needed, the work
can be broken down into stages for additional clarity. The Work Event detail and subsequent protection
provided for each shift and will be detailed in the publications and approvals for activities.
All Work Plans will need to be signed off by 5 weeks prior to the event.
Applications for Access, Published Work Events and Permits will reference the Work Plans that is
associated with it.
Track Protection Confirmation will not be issued until the Work Plan has been approved.
Rail Corridor Access and Control (RCAC) will co-ordinate the distribution and sign-off of the Work Plan
Methodology. The Work Groups Metrolinx contact will advise who can support the development of the Work
Plan, unless otherwise stated in the guide.
Work Complexity Assessment
At the point of first Application for Access a provisional Work Complexity Assessment (WCA) is conducted by
Metrolinx to define the risk of interruption to service. This information needs to be included in the cover page
of the Work Plan.
The Work Complexity Assessment is undertaken by Metrolinx and is used to assess the works and closures that
present the risk of the work overrunning into the following service. A preliminary result, based on a scope and
description of work, can be done prior to the Work Plan Methodology being submitted.
The result of the Work Complexity Assessment defines work as RED or GREEN.
Work Plan Type: A RED result will required an Event Work Plan and a GREEN result can be done in a General
Work Plan. Sections that apply to an Event Work Plan are marked as MANDATORY for RED Activities.
The Work Complexity Assessment will be reviewed based on the Work Plan Methodology submission; this
should only change if the detail of the work plan reveals additional risk of overrun. This will be reviewed
during the review stages of the Work Plan as more detailed information is provided.
As a guide, activities that required a Major Closure will be RED activities, and activities undertaken in Track
Protection Access must be GREEN.
Work Plan Types
The template is the same for all Work Plan Types.
General Work Plans
General Work Plans containing green activities can be valid for an extended period of time. Some sections are
not required to be completed for green activities or events. Draft
Work Plan Methodology User Guide
General Work Plans must undergo a review of the content every three months, to check the continued validity
and potential need for revision.
New revisions must highlight the changes in content for faster review. Revisions must be distributed to all
relevant stakeholders through the RCAC team.
General Work Plans are intended to reduce repetition and number of work plans, reviews and revisions.
Event Work Plan (Major Track Closures and Red Activities)
All Red activities need an Event Work Plan valid only for the event detailed and must complete additional
sections, detailing the Work Schedule, GO / NO GO milestones and deadlines, and a robust contingency
plan.
Integrated Work Plan
Where there is more than one unrelated activity the individual work plans, those activities are supported by an
Integrated Work Plan, showing any risks and controls caused by the sharing access, include additional risks,
required order of activity.
The Integrated Work Plan Methodology will not repeat information provided by the individual Work Plan
Methodologies but will reference them and detail any additional or altered: risk and control, contingency,
mitigation, work schedule adjustments and dependencies between the groups.
The Integrated Work Plan will be completed by the Constructor for the site or Metrolinx.
Completing the Form
The Work Group must fill out the Work Plan Methodology form. Any fields within the document that do not
apply to the specific project or scope of work are not required to be filled out and must have an ‘N/A’
contained in the field. This step will ensure all components of the form have been reviewed and
acknowledged.
Sections marked in the template as MANDATORY for RED Activities and Events, must be completed. For
GREEN activities the information can be omitted however it is recommended to provide the information.
File naming
Save the Work Plan Methodology by the unique reference number at the start of the file name. The Work Plan
Methodology reference needs to be unique. Identifiers are separated by underscores, the first ID is the
contract number and the last is the Revision number.
The reference number is a combination of
the contract number,
the site or stage ref (optional),
a work plan number unique within the contract,
the revision number.
ContractNumber_SiteREF_WP##_REV## Draft
Work Plan Methodology User Guide
If your work does not have a contract number, consult the RCAC planning team to ensure you have a unique
prefix for your documents.
Work Plan Methodology Sections
Work Plan Title
A title that easily identifies the scope of the document and differentiates the Work Plan Methodology from
others.
Suggestion: Depending on the complexity of the Project, some combination of Project, Stage, Work and
Location.
SECTION 1 - WORK PLAN INFORMATION
Section 1 describes the Work Plan Methodology and includes a Cover Page for the [work party] to identify the
key components of the work to be performed.
Competent Supervisor
The Competent Supervisor shall be identified on the cover page of the Work Plan Methodology by the Work
Group. A Competent Supervisor Declaration form must be appended to the Work Plan Methodology and a
reference to the Competent Supervisor Declaration shall be made in Section 5.2 – Additional Required
Procedures / Safety Plans. To identify more than one Competent Supervisor under this Work Plan
Methodology, a list shall be provided and appended in Section 2.3 – Resources and a Competent Supervisor
Declaration. The work groups site staff shall be coordinated and directed by the Competent Supervisor. They
shall be briefed on the content of the Work Plan Methodology prior to the commencement of the work and be
able to reference the Work Plan Methodology in the event of accident or incident occurrence.
Major Work
The Work shall be defined as Major Work if it has any of the following characteristics:
•Track will require surfacing or destressing after the works have been completed;
•A Temporary Slow Order (TSO) will be required on completion;
•The signal system will be disrupted;
•A risk of track settlement exists during or after completion of the work;
•The track layout will be changed.
SECTION 1.1 – WORK OVERVIEW
General information about the project including work, dates and contacts.
SECTION 1.2 – REVIEW AND APPROVAL
History of the document, status and last sign off. Comments to be included indicating what was changed since
last signature.
SECTION 1.3 - CONSTRUCTOR INFORMATION
Constructor information. Draft
Work Plan Methodology User Guide
SECTION 1.4 – WORK COMPLEXITY ASSESSMENT (WCA) RESULT
Record the details of the last Work Complexity Assessment that was completed by Metrolinx.
SECTION 2 – WORK AND METHOD
Section 2 describes the scope and tasks covered by the Work Plan Methodology and then the requirements to
manage the risks associated with that work.
The information in this section must provide enough detail to ensure work is completed in the allotted time
with suitable arrangements for contingency.
SECTION 2.1 – SCOPE OF WORK
Description of the work, including all objectives that are to be accomplished and any multi-disciplinary
involvement.
SECTION 2.2 – DETAILED TASK DESCRIPTION
Description of each task involved in the work.
In the tables that refer back to the task list, it is permissible where the same item is common to multiple tasks to
enter all relevant tasks in the one line item, repeat the resource where the other elements vary, such as
quantity. This can be used to reduce the duplication.
Example below based on the labour resource table.
Task No Worker Company Quantity
All Tasks Competent Supervisor Alpha 1 per shift
1-4 Flagman TBC 1 per shift
1-4 General Labour Beta 5 per shift
8-11 General Labour Beta 10 per shift
1, 4, 8 and 11 Excavator operator Delta 1 per shift
9 Crane Operator Charlie 1 per crane per shift
If multiple tasks
worked in same shift
Sub Foreman TBC 1 per separated group
per shift
… … … …
SECTION 2.3 – RESOURCES
Specification of all critical Labour forces, Machinery, and Materials required for each task outlined in Section
2.2-Detailed Task Description.
2.3.1 Labour, list all labour and identify the quantity of a particular Worker Type for each task.
2.3.2 Machinery, list all machinery and identify if the owner/operator of the machinery is the Contractor (GC)
or the Subcontractor (Sub). Availability of a mechanic and spare parts to be addressed. Draft
Work Plan Methodology User Guide
2.3.3 Materials, list materials to be used, if backup material is available and to which task the material
corresponds with.
SECTION 2.4 – SUPPORTING WORK GROUPS INVOLVED
Identify the work groups required to be coordinated to support the core activities for the work (Contractor and
Subcontractors)
Where the supporting group(s) provide their own methodology, this must be referenced and available for
review.
SECTION 2.5 – EVENT MILESTONES & POINT OF NO RETURN
Identify the planned start and end time of the event.
Critical Milestones
List critical milestones to be completed during the event referencing associated Task Numbers from Section
2.2 – Detailed Task Description.
Describe the planned and latest start time for each activity milestones, and show the links between related
milestones. The latest start time shows the flexibility of the schedule and triggers for Point Of No Return
Decision .
The Point Of No Return Decision is described in detailed in Section 2.9 – Contingency Plan, but the time the
decision is triggered is shown against the relevant milestone.
Provide the contingency period (no activities are permitted to be planned to end within the contingency
period).
Below is a simplistic example of a completed table. An appropriate level of detailed information regarding the
milestones is required to support the Work.
List outside influences that could potentially cause delays.
Planned
Time
Milestones Related
milestones
Latest Start
Time
Point Of No Return Decision and
contingency notes (detail Error! Reference
source not found.)
SAT
0900 Place Protection #1 Start SAT
1200
Cancel this and following
activities and utilise event for
alternative activities
SAT
1000 Cut Track #2 Start SAT
1300
Cancel this and following
activities and utilise event for
alternative activities
SAT
1100 Excavate #3 Start SAT
1400
Cancel this and following
activities and utilise event for
alternative activities
SUN
0900 Install structure SUN
1200
Cancel this activity and backfill
and reinstate
SUN Backfill #3 End SUN Notify NOC of overrun risk Draft
Work Plan Methodology User Guide
Planned
Time
Milestones Related
milestones
Latest Start
Time
Point Of No Return Decision and
contingency notes (detail Error! Reference
source not found.)
1100 1500
MON
1400
Stress, Weld Track
and Pack #2 End SUN
2200
Notify NOC to initiate
arrangements to manage
overrun.
SUN
2200
Contingency
Period If working during this time Notify
NOC.
MON
0400 Lift Protection #1 End MON
0400
Notify NOC of estimated
overrun period
SECTION 2.6 – EVENT PLANNING and POINT OF NO RETURN DECISION (GO / NO GO)
List critical milestones to be completed prior to the event including minimum prescribed milestones.
Go/NoGo meeting at T-6 weeks;
Site meeting 5 days prior to the event; and,
Staff conference 2 days prior to the event.
Also include any milestones for the completion of critical pre-work.
In the 5 days prior to the work describe the activities that need to be completed in twelve hour increments.
How is the Decision Made?
For the event planning milestones describe in detail who makes the decision on Go/No Go and when this
decision will be made. Who from the Work Group will make the decision? Who from the stakeholders should
be consulted?
SECTION 2.7 – PRE-WORK
Identify and describe the activities that are critical to the delivery of the work event. Identify the criticality, the
timeline for completion and reference the documentation or Work Plan Methodology that covers these tasks.
Examples include, but not limited to: daylighting of utilities, movement of materials and positioning of lighting.
SECTION 2.8 – POST-WORK
Identify any work that must be completed after the work event. Identify the timeline for completing the task
and reference the documentation or Work Plan Methodology that covers these tasks.
Indicate the criticality of completing any post work activities.
Examples include, but not limited to: field welding, destressing, follow-up surfacing, installation of temporary
crossing, restore public road crossing surface, temporary slow order (Rule 43), General Bulletin Order (GBO),
test train, train observation, crossing deactivation, equipment removal and clean-up. Draft
Work Plan Methodology User Guide
SECTION 2.9 – CONTINGENCY PLAN
Identify the number of hours allocated to contingency. For all track closures a minimum of ten percent
contingency time of the total protected hours is required.
Provide a list of resources that will be utilized should the contingency plan need to be implemented.
For each critical milestone describe the contingency plan associated and the Point Of No Return and who will
make that decision associated Task Numbers from Section 2.2 – Detailed Task Description.
describe when the point of no return is reached in the schedule providing a date and time
describe in detail who is allowed to make the decision
which the stakeholders should be consult with and
describe the influences that trigger the point of no return
For RED Activities and Events link these contingency plans to the table provided in SECTION 2.6 – Event
Milestones & Point Of No Return.
Point Of No Return is the point beyond which the task must be completed before the track can be returned to
planned service.
SECTION 2.10 – TRACK PROTECTION
If required consult the Rail Corridor Access and Control Team for advice on the appropriate protection
arrangements for the task.
For each task in Section 2.2 – Detailed Task Description, identify the protection required, including
planned protection
tracks required
the total mileage requested (this may not be the mileage you are granted for an individual shift)
the Class of Access
Note: The total protection listed here may not be provided in each event. For this information see publications
and approvals.
To Add
SECTION 2.11 – IN-SERVICE INSPECTION
Identify the specific inspections required to be completed prior to the infrastructure being returned to service,
from the list below. List the Inspectors, along with their qualifications and which Company they represent.
The Work is split into three categories:
Track
Walking Detailed
Installed Turnout
Rail Flaw Detection
Switch Pressure Test - No. 22 Switch Stand
Track Geometry - Hand
Track Geometry - Vehicle Draft
Work Plan Methodology User Guide
Track In-Service Certificate
Bridges and Structures
Bridge Span
Tunnel
Culvert
Retaining Wall
Grade Build-up for Track
Signal Bridge Structure
Signals
Signals In-Service Certificate
SECTION 2.12 – UTILITY IMPACT
Identify if utility locates are required for the work and declare if locates are current and complete. The Work
Group shall list any utility companies that are impacted by the work and append copies of locates and/or other
supporting documentation regarding the protection of the utilities to the Work Plan Methodology, and
reference them in Section 5 as attachments. Telecoms - Bell 360 (Fibre)
Telecoms - Telephone
Telecoms - Cable TV
Natural Gas
Hydro
TransCanada
Water Lines
Sanitary Sewer Lines
Storm Sewer Lines
CN/CP Utilities
CN/CP Signals
Indicate any utility companies not previously identified.
SECTION 3 – STAKEHOLDER CONSIDERATIONS
Section 3 is used to detail what (if any impact) the work has on service and operations, the surrounding
community and public or private property.
Risks to operations, adjacent neighbors and the travelling public shall be identified in detail and included in
Section 7 – Risk Assessment Matrix.
3.1 – SERVICE AND OPERATIONAL IMPACT
Describe the impact on operations and service. Describe all mitigating measures to eliminate or reduce
operational and passenger impacts.
Consult Rail Corridor Access & Control for details if service needs to be altered.
3.2 – SURROUNDING COMMUNITY IMPACT Draft
Work Plan Methodology User Guide
Describe the impact to the community in the surrounding area (such as noise, dust, lights, traffic control).
Indicate if special signage for the work will be posted. Provide details as to where, which kind and who will
provide the signage, etc.
Direct all communications with the public through Metrolinx.
3.3 – ROADWAY AND PRIVATE PROPERTY IMPACT
Describe any traffic control, road closures and private property encroachments that are required for the work.
List all permits required for the work and confirm if they have been obtained. A traffic plan shall be appended
and identified (if applicable) in Section 5 – Attachments and Personnel List.
SECTION 4 - ADDITIONAL REQUIREMENTS FOR SIGNAL WORK
Section 4 is completed if the scope of work includes a signal work component, the Signal Work methodology
shall be described in detail in Section 2.2 – Detailed Task Description.
SECTION 4.1 – TESTING DOCUMENTS
List all Testing Documents required to support the by GO Transit Signal & Communication Standards and all
GO Transit Signals & Communications Code of Practices and describe the track mileage where each test is
required will be performed.
Such as:
GO Transit Signal & Communication Standards:
SCMI-301(b) Installation and Commissioning Tests
SCMI-301(a) Working with Approved Plans
SCMI-301(b)(1) Installation and Commissioning Tests (Conventional)
SCMI-301(b)(2) Installation and Commissioning Tests (Staged)
SCMI-301(c) Recording Circuit Wiring and Design Errors
SCMI-301(d) Performing Vital Circuit Revisions
SCMI-301(e) Signal Installation and Testing Documentation
SCMI-301(g) Maintenance of Vital Tools and Test Instruments
SCMI-301(g) Maintenance of Vital Tools and Test Instruments
GO Transit Signals & Communications Code of Practices:
SCP-1 Location of Insulated Joints
SCP-2 Replacement Intervals for Railway Signal Lamps
SCP-3 Procedures to be followed by S&C Personnel in the Event of an Incident Involving a Signal
System
SCP-4 Track ad – Track Circuit Adjustment
SCP-5 Exothermic Track Connections
SCP-6 Mechanical Track Connections
SCP-7 Bootlegs and Bond Strand
SCP-8 Inspection and Maintenance of Insulated Joints
SCP-8 JOB AID Job Aid Guideline for Identifying Insulated Joint Breakdown Draft
Work Plan Methodology User Guide
SCP-9 Switch Machine and Switch Helper Rod
SCP-10 Spring Switch Layout and Part List
SCP-11 Bonding and Fouling Turnouts
SCP-12 Wayside Signal Alignment Procedures
SECTION 4.2 – DESIGN DOCUMENTATION AND SUPPLEMENTAL DRAWINGS
Reference any additional relevant drawings or documents.
SECTION 4.3 – CROSSING DEACTIVATION
Identify any and all crossings that will be temporarily disabled to accommodate the anticipated works.
SECTION 4.4 – SIGNAL TEST EQUIPMENT AND TOOLS
Identify all specialized tools required for testing, as well as latest calibration date.
SECTION 5 – ATTACHMENTS AND PERSONNEL LIST
Identify on site staff and provide contact lists, ensuring the Contractor and Metrolinx have an established
means of communications.
SECTION 5.1 – OVERVIEW OF SITE
List Diagrams / Documents to support the Work Plan Methodology and provide reference as to where the files
are located.
SECTION 5.2 – ADDITIONAL REQUIRED PROCEDURES / SAFETY PLANS
Include both the Competent Supervisor Declaration Form and the Site Specific Emergency Plan (SSEP).
If applicable, reference the proposed use of Temporary Rail Bypass Couplers (TRBC), and any other applicable
plans or procedures listed.
SECTION 5.3 – ADDITIONAL ATTACHMENTS
Reference any additional documents that are attached to the Work Plan Methodology.
SECTION 5.4 – WORKGROUP STAFF & SIGN OFF
List key staff (direct and that of subcontractors) anticipated to be working on the task with responsibilities
described within this document. Each person listed must ensure that a briefing containing the main elements
of this Work Plan Methodology (including safety and emergency measures) takes place on site prior to the
work commencing. Workers involved in task to sign-off on Work Plan Methodology prior to commencing work.
SECTION 5.5 – PROJECT CONTACT LIST
Identify and list the support staff such as the Contract Administrator or Technical Advisor, as well as the
applicable Contract Maintenance Provider personnel. Draft
Work Plan Methodology User Guide
SECTION 5.6 – METROLINX CONTACT LIST
Identify and list the Metrolinx staff involved in the project, such as the Project Coordinator, Project Manager, as
well as any applicable Specialist personnel.
SECTION 5.7 – EMERGENCY CONTACT LIST
Identify and list the applicable emergency contact information.
SECTION 6 – SAFETY PERMITS AND PLANS
Safety must always be the principle that guides all activities. Section 6 ensures all required safety components
have been considered and documented.
6.1 – REQUIRED PERMITS
Indicate which of the Metrolinx Constructor Work Permits are required for the work described within the Work
Plan Methodology, and provide any necessary documentation.
Where Metrolinx is not the Constructor, indicate if any of the Works fall within these categories and provide the
necessary documentation.
6.2 – EMERGENCY RESCUE PLANS
If the work involves activities requiring a rescue plan, the details of a Site Specific Emergency Rescue Plan must
be provided.
SECTION 7 – RISK ASSESSMENT MATRIX
Assess the risk and controls for the site and each activity described in Section 2.2 – Detailed Task Description in
the Risk Assessment Summary table.
Complete the MX-SMS-W001 Risk Assessment Worksheet and insert here.
For guidance use MX-SMS-G001 Risk Assessment Guide.
Appendices
Add appendices as needed.
Submission and Review
Submission Timelines
Each Work Plan Methodology will be subject to Metrolinx stakeholder Acceptance. Metrolinx will ensure
satisfaction of the fundamental objectives of safe execution while maintaining operational service in the review
of the Work Plan Methodology.
Rail Corridor Access and Control (RCAC) will co-ordinate the distribution and review schedule. Draft
Work Plan Methodology User Guide
The Submission Process is:
For GREEN Activities
1. Detailed Work Plan Methodology must be submitted by the Work Group to RCAC the Monday at least
7 weeks prior to the first planned event.
2. RCAC will receive the Work Plan Methodology.
a. RCAC will distribute it to applicable internal stakeholders for their review,
b. RCAC will collect comments from internal stakeholders, compile them using the Metrolinx
Review Comments Worksheet; and,
c. deliver the comments to the Work Group
3. As required RCAC will organise and host a review of the Work PlanMethodology by the Tuesday 6
weeks prior to the first planned event.
4. The Work Group will review comments and make applicable revisions to the Work Plan Methodology
by the Monday 5 weeks prior to the first planned event.
5. The RCAC will confirm the status of the Work Plan signoff, by Friday 5 weeks prior to the first planned
event.
For RED Activities
1. Detailed Work Plan Methodology must be submitted by the Work Group to the RCAC the Monday at
least 10 weeks prior to the event.
2. RCAC will receive the Work Plan Methodology.
a. RCAC will distribute it to applicable internal stakeholders for their review,
b. RCAC will collect comments from internal stakeholders, compile them using the Metrolinx
Review Comments Worksheet; and,
c. Deliver the comments to the Work Group .
3. RCAC will organise and host a review of the Work Plan by the Tuesday 9 weeks prior to the event.
4. The Work Group will review comments and make applicable revisions to the Work Plan Methodology
by the Monday 8 weeks prior to the first planned event.
5. If required:
5.1. The last opportunity to submit a revision to the Work Plan Methodology Monday at least 7 weeks
prior to the event.
5.2. RCAC will organise and host a review of the Work Plan by the Tuesday 6 weeks prior to the event.
5.3. The Work Group will review comments and make applicable revisions to the Work Plan
Methodology by the Monday 5 weeks prior to the first planned event.
6. RCAC will confirm the status of the Work Plan signoff, by Friday 5 weeks prior to the first planned
event. This is the Go/No Go for the work event.
7. A Pre-Block meeting shall be held by the Work Group 5 days prior to track block with all major support
staff and stakeholders.
8. A Conference call shall be conducted by the Work Group within 48 hours of work block to ensure all
contractors and support staff are aware of requirements within the Work Plan Methodology and to
finalize any outstanding issues.
Stakeholder Distribution and Review
A) GENERAL
In addition to the Work Plan Methodology status, the Stakeholder Distribution will be defined by the Work
Groups] Metrolinx contact. A Review Log will be kept by RCAC and distribution will be managed and
coordinated through RCAC. Draft
Work Plan Methodology User Guide
B) REQUIREMENTS
The Stakeholder conducting the review will indicate the revision number of the Work Plan Methodology,
review/distribution date, their name and the status of their review. Upon receiving Metrolinx comments
regarding a Work Plan Methodology submission, the Work Group shall update the Work Plan Methodology
and return to RCAC to ensure appropriate version control is accomplished.
A Work Plan Methodology will be returned with one of three
1. Draft
2. Final
3. Accepted
The Work Group shall abide by the status as determined by Metrolinx.
C) Stakeholder Distribution
Stakeholders shall be identified by the Metrolinx contact. The Metrolinx Contact shall indicate if the
Stakeholder receiving the Work Plan Methodology is expected to review the Work Plan Methodology (For
Review) or if the Work Plan Methodology is distributed to the Stakeholder for their Information Only (For
INFO). Draft
APPENDIX “3” TO THIS SCHEDULE “F” – ACCESS PROTOCOL
GUIDING PRINCIPLES RE. TRACK PROTECTION
The Road Authority shall use the following “hierarchy of protection” principles to determine the type of
protection to be used, from most preferred and most utilized to least preferred and used sparingly. The
hierarchy is as follows:
(a)barrier protection with all construction equipment and activities without the potential of fouling
the adjacent live main track;
(b)barrier protection with the potential of construction equipment and activities fouling the adjacent
live main track. CROR Rule 842 or TOP protection is required on the adjacent main track;
(c)adjacent line closed (“ALC”) with no fouling in multi-track territory will use the inactive main
track adjacent to the work location as a form of barrier protection. All construction equipment
and activities will not foul past the ALC, thus allowing for continual work;
Note: TOP should be used to protect the inactive adjacent main track as first option, CROR Rule
842 with routing instructions as the secondary option if TOP unavailable.
(d)ALC with fouling in multi-track will use the inactive main track adjacent to the work location as
a barrier with some construction equipment or activities fouling the nearest live main track.
CROR Rule 842 is necessary for protection as train information is required. Routing instructions
would ensure that the adjacent main track is inactive. All non-fouling construction equipment of
the inactive adjacent main track would continue to work and fouling would be shut down when
trains are passing. If a risk assessment indicates that due to construction equipment positioning or
boom reach that inactive main track is an acceptable barrier, and then all Work may continue;
(e)CROR Rule 842 Protection;
(f)TOP Protection;
(g)ALC in multi-track (more than two (2) main tracks) territory uses an inactive main track as a
buffer in much the same manner as “Barrier Protection”. The Road Authority shall comply with
all requirements set forth in Appendix C. The track must be positively protected by the flagman at
all times through the continuous work zone.
(h)ALC through routing instructions is applied in two (2) main track territory. The Road Authority
will apply for the protection and ensure all the requirements set forth in Appendix C. The Road
Authority may continue to work while trains are passing on the furthest main track from the
works using the adjacent main track as a barrier.
(i)The Road Authority shall comply with all requirements set forth in Appendix C for each rail
corridor access.
(j)As more particularly described in Appendix C, the Road Authority is required to obtain Rule 842s
to perform the Scope of Works on the rail corridor, and, subject to the parameters set forth in
Appendix C, the Road Authority shall not perform the Scope of Works under more than four (4)
Rules 842s at any one time. The level of protection will defined by Metrolinx.Draft
(k)The Road Authority shall use flagging services in an economical and efficient manner. In the
event the Road Authority fails to use flagging services in an economical and efficient manner,
Metrolinx may, in its sole discretion, require the Road Authority to pay all flagging costs and
expenses in excess of the flagging services that ought to have been used.
(l)In the event of a cancellation of a Track Protection Confirmation by the Road Authority, the Road
Authority shall provide Metrolinx with notice in writing of such cancellation no less than 96
hours before the scheduled start time noted in the Access Permit.
(m)If the Road Authority has failed to give written notice of the cancellation, the Road Authority
shall pay all costs and expenses for scheduled flagging services that the Road Authority fails to
use. The Road Authority is not permitted to schedule flagging services to be used on a standby
basis.Draft