Memorandum

Date: August 14, 2013

To: Distribution
From: Robert J. Joseph, P.E.
Subject: Transmission and Substation Project, June ‘13 Monthly Report

Distribution: Refer to attached list

Please find attached the monthly progress report for Belmont Municipal Light Department’s
Transmission and Substation Project for the period beginning June 1, 2013 and ending June 30,
2013.

If there are any questions regarding the content of the report, please do not hesitate to contact
either Jim Palmer at 617-993-2812 or me (my contact information is listed below).

Regards,

Robert J Joseph
Robert J. Joseph P.E.
Associate Vice President
Director - Municipal Power Services
BMLD Project Advisor

Energy
D (AECOM Office): 978-905-2258
D (BMLD Office): 617-993-2803
C: 617-719-5133
F: 978-905-2101
[email protected] 
DISTRIBUTION

Town of Belmont
David Kale Town Administrator
Floyd Carman Treasurer

Municipal Light Board

Mark Paolillo Chairman
Andy Rojas Vice Chairman
Ralph Jones

Municipal Advisory Board

Ashley Brown Chairman
Robert Forrester Vice Chairman
Patricia DiOrio
Gretchen McClain
Timothy McCarthy
Mark McVay

Substation (Site/Building) Selection Committee

Robert McLaughlin Chairman
Robert Forrester Vice Chairman
William Lovallo
Timothy McCarthy
James Staton
Roy Epstein

Insurance Carrier
(TBD) Massachusetts Interlocal Insurance Association (MIIA)

Consultant/Advisors
William Bottiggi Project Advisor (SSEC)
Edward L. Selgrade, Esq. Project Advisor (Legal Counsel)
Dick Hahn Project Advisor (La Capra Associates)
Peter Thalmann PLM - Owner
Charlie Marsland PLM - Owner
Allan Rice PLM - Owner’s Engineer
P.J. O’Sullivan Communications Consultant (PJ O’Sullivan & Associates)

cc: James Palmer – BMLD

Craig Spinale- BMLD
John Dunleavy – BMLD
Sam Osmancevic – BMLD
Jennifer Murphy – BMLD
Lauri Mancinelli – BMLD
Maria Klubnichkina – BMLD
Rich Ardolino – AECOM
Cindi Costello – AECOM
 Energy Prepared for: Prepared by:
Belmont Municipal Light Department AECOM
Belmont, MA 02478 New York, NY 10005
60217421-0100
August 2013

Transmission and Substation Project

June 2013 Progress Report

Executive Summary
AECOM Energy i

Contents

1.0  Background, Introduction, Purpose ............................................................................. 1-1 

2.0  Executive Summary ........................................................................................................ 2-1 

3.0  Project Progress.............................................................................................................. 3-1 

3.1  Project Team Accomplishments.......................................................................................... 3-1 
3.2  Schedule .............................................................................................................................. 3-3 
3.3  Budget and Cost .................................................................................................................. 3-4 
3.4  Funding ................................................................................................................................ 3-5 

4.0  3 Month Look Ahead ....................................................................................................... 4-1 

5.0  Exhibits ............................................................................................................................. 5-1 

5.1  Project Organization Chart .................................................................................................. 5-1 
5.2  Project Milestones................................................................................................................ 5-6 
5.3  Project Schedule .................................................................................................................. 5-7 
5.4  Project Budget.................................................................................................................... 5-17 
5.5  Pictorials / Graphics / Photos ............................................................................................ 5-19 

BMLD June 2013 Progress Report

AECOM Energy ii

List of Tables
Table 5-1  Project Milestone Matrix .................................................................................................... 5-6 

List of Figures
Figure 5-1  AECOM Project Team Organization Chart ....................................................................... 5-2 
Figure 5-2  PLM Project Organization Chart ........................................................................................ 5-3 
Figure 5-3  Tetra Tech Project Organization Chart .............................................................................. 5-4 
Figure 5-4  F&O Project Organization Chart ........................................................................................ 5-5 
Figure 5-5  Project Summary Schedule ............................................................................................... 5-7 
Figure 5-6  Project Progress by Project Phases and by Major Project Elements............................. 5-11 
Figure 5-7  Significant Project Target Milestones .............................................................................. 5-13 
Figure 5-8  Baseline Project Schedule Narrative ............................................................................... 5-15 
Figure 5-9  Baseline By Category & ITD Expenditures By Category ................................................ 5-17 
Figure 5-10  Implementation Phase Monthly Expenditures By Category ........................................... 5-18 
Figure 5-11  BMLD 2013 Meeting Calendar ........................................................................................ 5-20 

BMLD June 2013 Progress Report

AECOM Energy 1-1

1.0 Background, Introduction, Purpose

BMLD had undertaken a long-term planning study to investigate its existing power infrastructure and
to develop a plan to address current and future electricity demand in the Town of Belmont. The study
revealed the Town’s peak electric demand may soon exceed BMLD’s capacity. BMLD’s energy
efficiency programs, that assist residential, commercial and industrial customers in town mitigate
electricity demand, fall short in reducing load to offset projected load growth. In addition to capacity
issues, much of BMLD’s substation equipment is beyond its planned life expectancy of about 30
years. Given the age of some of the major components of the electric system, equipment
replacement is necessary to ensure system reliability.

BMLD proposed a Transmission and Substation Project that entails the construction of new
underground transmission lines from an interconnection with NSTAR facilities at the Alewife
substation in Cambridge to a new substation located at 20 Flanders Road in the Town of Belmont.
The Transmission and Substation Project was determined to be the least cost and most
environmentally compatible option in comparison to various project alternatives. An independent third
party review of the Project was conducted in late/early 2010/2011 which confirmed the Transmission
and Substation Project was the superior alternative.

During the Development Phase of the project, a comprehensive public outreach program was
developed and implemented. The Development Phase public outreach program consisted of a series
of presentations beginning in November 2011 and concluding in January 2012 to numerous town
boards, committees, organizations, and the residents of Belmont. The schedule for open public
presentations was shared and provided through local media and the BMLD website. During such
presentations project updates, issues, options and solutions were provided and discussed.

In addition the Development Phase public outreach program included a direct mail piece to town
residents highlighting key facts of the project. BMLD shared information through local media, the
BMLD website, the BMLD quarterly newsletter and the BMLD Monthly Progress Report. BMLD staff
remained available to members of the public, town officials and interested parties to answer any
questions or discuss project details.

On February 8th, 2012, at a Special Town Meeting, the Town of Belmont approved Warrant Article
2, the BMLD proposed $53.7 million Transmission and Substation Project. The approval allows
BMLD to bond the project and purchase the 20 Flanders Road parcel for the substation site.

Shortly after the Town of Belmont approved Warrant Article 2 in early February 2012, the public
outreach program began for the Implementation Phase of the project. The Implementation Phase
public outreach program will follow a similar format to the Development Phase program. BMLD
shared a project update through a March 6, 2012 Press Release. In addition, project updates are
included in BMLD’s Quarterly Newsletter the “Power Connection.” BMLD will continue to provide
project updates for the duration of the project to Commercial Operation.

The purpose of the Monthly Report is to provide an overview of the progress made by BMLD on the
Transmission and Substation Project, which will include significant milestone accomplishments and
events that may impact the success of the project, including cost and schedule projections. Budget,

BMLD June 2013 Progress Report

AECOM Energy 1-2

cost and schedule information that is presented will be primarily associated with land acquisition,
transmission routing, the substation site and building, and interconnection of the new substation to
BMLD’s existing 13.8 kV system.

The Transmission and Substation Project is categorized by two phases, the Development Phase and
the Implementation Phase. The Development Phase is defined as that time frame from Project
justification through Town Meeting approval of the project on February 8th, 2012. The Implementation
Phase commenced following the Special Town Meeting on February 8th, 2012.

This report focuses on the project activities during the month of June, 2013. The report compiles and
presents best available information from the Project Team including the BMLD General Manager,
AECOM, the Owner’s Engineer and the Team’s Consultants.

The monthly report is targeted for issue mid-month and provides the status through the end of the
previous month. This report includes the following exhibits: Project Organization Chart; Project
Milestones; Project budget/cost charts/curves; Project Meeting Calendar and pictorials graphics
and/or photos illustrating significant activities.

The report also presents a rolling three (3) month “Look Ahead” window for significant activities. The
current three month “Look Ahead” window is July, August, and September 2013.

BMLD June 2013 Progress Report

AECOM Energy 2-1

2.0 Executive Summary

The Project Team continues to make progress, but not at the pace anticipated or required to
comfortably support a May 2016 energization date. The Project Team’s efforts to interface, coordinate
and collect key technical and logistical information from external stakeholders has significantly
increased to maintain the external stakeholders’ focus on the project schedule. The Project Team
continues to aggressively address and negotiate issues with external stakeholders. The summer
months will increase the challenge to effectively and efficiently collaborate with external stakeholders to
1) finalize technical information for design related matters, and 2) obtain appropriate documentation to
secure permission for specific use of stakeholder’s property to support construction contracts.

The Project Team believes the engerization date initially established for the project as May 2016 is still
a reasonable goal, but the target date continues to become increasingly more difficult to maintain.
Provided a May 2016 energization date is achievable, there is no reason to believe the approved
project capital bonding limit of $53.7 million will be exceeded. To increase reliability and confidence in
supporting the May 2016 energization date, there will be an increased focus on steps to address
improving schedule compression and adherence.

The Project Team focused on the following significant activities: 1) BMLD/NSTAR technical interface
and development of the Project Design Memorandum, 2) 20 Flanders Road Demolition and Site
Preparation Bid package, and 3) Environmental Permitting.

In May, BMLD and NSTAR successfully negotiated a Joint Development Agreement (JDA). A BMLD
/NSTAR Project Team kick-off meeting was conducted in June. The BMLD and NSTAR project teams
are now actively collaborating to finalize the Project Design Memorandum.

The 20 Flanders Road Demolition and Site Preparation Bid Package continued to be finalized, focusing
on the legal aspects of the contract and the resolution of matters revolving around the Party Wall
modifications and the protection of 12 Flanders Road tenant property. Progress is being made but not
at the pace expected. However, float remains in the project schedule to absorb some slippage without
compromising the planned project energization date of May 2016.

Environmental permitting activities related to the transmission easement, substation site, and the 20
Flanders Road Demolition and Site Preparation bid documents continued. There are no apparent
issues that are expected to delay the project from an environmental permitting perspective.

BMLD June 2013 Progress Report

AECOM Energy 2-2

Significant Challenges and Goals going forward include:

 Obtain ISO-New England approvals

 Regulatory confirmation of transmission voltage
 TCA Decision
 Project Management activities:
o Finalize Project Risk Matrix
o Develop Change Management Policies and Procedures

BMLD June 2013 Progress Report

AECOM Energy 3-1

3.0 Project Progress

3.1 Project Team Accomplishments

Land Acquisition

20 Flanders Road

 Final execution of the Party Wall Modification Agreement with the Owner of 12 Flanders Road
occurred as of May 21, 2013. The Special Town Meeting of May 29, 2013 approved Article 16
which authorized the subject transfers of the applicable real estate interests. Finalization of all
of the related transactions with the 12 Flanders Road Owner commenced on June 17, 2013.
When the Board of Selectmen acting as the Municipal Light Board executed both the
Amendment to the Party Wall Agreement and Grant of Easements and the Quitclaim Deed, it
resolved outstanding defects in title between the owners. Delivery and recording of these
instruments occurred in early July.
 Implementation of the Party Wall Modification Agreement commenced in June when Belmont
and the owner of 12 Flanders Road jointly solicited engineering firms to act as the
Independent Engineer under that agreement. The Independent Engineer will act on behalf of
both parties in reviewing demolition related work at the substation site and recommending
standards to protect the 12 Flanders Road tenant from the effects of the demolition.

Project Management

 Management
o Held Project Team Meeting on June 15th, 2013.
o Continued to identify and manage risks as project definition increases.
 Procurement
o Finalized PTG Service Provider agreement for Project Schedule support services..
 Project Controls
o Project Schedule (PS)
 BMLD signed an agreement with PTG a Schedule Consultant.
 Conducted Project Team schedule meeting for the May Schedule update.
 Prepared Draft Project Schedule analysis and report for May progress.
o Project Budget
 Monthly Cost Tracking Report issued.
o Document Control and Records Management
 Continued uploading project documentation into the Records Management module
on SharePoint.

BMLD June 2013 Progress Report

AECOM Energy 3-2

 Continued the transfer of project documentation through OE ftp site.

Permits/Approvals

ISO –NE

 NSTAR and BMLD Project Team continued their joint planning for a presentation to the
Planning Advisory Committee (PAC) at ISO-NE which was re-scheduled to September due to
ISO-NE summer scheduling difficulties.
 After executing the Joint Development Agreement (JDA) on May 22, 2013, NSTAR and
Belmont representatives met on June 20, 2013, to kick off their coordinated implementation of
the JDA. Topics addressed included the structure of the JDA; the draft Project Design
Memorandum delivered before the meeting by Belmont’s engineers for NSTAR review; the
Project schedule; Project permitting; System Planning Alternatives; equipment procurement;
the formation of working groups; and the overall ISO-NE process.
 Conducted initial discussions of permitting strategy for System Impact Study and I.3.9
approval with NSTAR.
 On June 27, 2013, the first Working Group formed by Belmont and NSTAR conducted a
conference call on NSTAR’s permitting of the transmission lines. The participants are
planning a walk-down of the route.
 Prepared draft of presentation for ISO-NE TO group and PAC.

Environmental

 Continued to develop the data needed for the 20 Flanders Road Building demolition permits,
particularly on wetlands impacts.
 Information from the DCR project, restoring the nearby Blair Pond, used to update stormwater
runoff analysis and assessment.
 Prepared a draft description of the demolition project and circulated for internal review.
 Finalized the Project Narrative, Request for Determination of Applicability (RDA) Form WPA1
and the ARCADIS June 2013 Report for the Cambridge Conservation Commission in the
middle of July.

Transmission Route

 Engineering and Design

o Initiated preliminary discussions with MBTA regarding construction and schedule impacts.
o Discussed transmission design requirements with NSTAR.
o Submitted draft final Project Design Memorandum to BMLD and NSTAR for review and
comment.
 Bid and Award – No activity
 Construction – No activity

BMLD June 2013 Progress Report

AECOM Energy 3-3

 Commissioning – No activity

Substation

 Engineering and Design

o Continued preparing technical documents for the 30% design submittal of the Substation
Site and Building construction contract.
o Submitted draft of final Project Design Memorandum to BMLD and NSTAR for review and
comment.
o Discussed substation and GIS design requirements with NSTAR.
o Obtained updated GIS layout from Mitsubishi.
o Obtained typical transformer characteristics (outline drawing, nameplate) from NSTAR
(BMLD’s transformers to be similar).
 Bid and Award – No activity
 Construction – No activity
 Commissioning – No activity

Distribution

 Engineering and Design

o OE and BMLD continued to develop a plan and sequence for full integration of the circuits
from the new substation into the existing BMLD system.
o Bid and Award – No activity
 Construction – No activity

3.2 Schedule
The project schedule target energization date is May 2016, prior to the start of the summer
moratorium (June 2016). It is highly unlikely that the Project team will accelerate that date due to the
extensive interface and overall coordination required by all external stakeholders. The ISO-NE
approval process remains the most significant activity that makes up the critical path. It should be
noted there is negligible float in the project schedule to achieve the May 2016 energization date. It
was noted previously, any significant slippage of the May 2016 energization date will encroach upon
the 2016 summer moratorium and subsequently extend the schedule at least three months in addition
to compromising the project budget.

The June Project Schedule (PS) update for May progress identified continued slippage on a number
of critical milestones and critical tasks. The slippage was not significant enough to warrant a
reforecasting of the target enerization date of May 2016. However, given the trend, there will be an
increased focus on steps to address improving schedule compression and adherence. One significant
change implemented is an agreement with PTG, a scheduling consulting firm that provided project
scheduling services for the EPC contractor who built the BELD Watson Generating Station. PTG is
now under contract with BMLD and will commence updates going forward beginning in July. PTG will

BMLD June 2013 Progress Report

AECOM Energy 3-4

specifically provide dedicated scheduling support services to the Owner’s Engineer, PLM. AECOM will
continue to provide advisory services related to the project schedule and to oversee the project
schedule and performance.

Two areas of concern that will impact the project schedule continue to be addressed, 1) the ISO-NE
approval process which there has been slippage of the Transmission Owner’s (TO) and the PAC
meeting to September 2013 and 2) the implementation of the MBTA track improvement project
occurring coincidentally and along the same corridor as the BMLD 115 kV project transmission route
construction.

At this time, the current slippage in the ISO-NE approval process due to slippage in TO and PAC
meeting dates introduces a concern only if the slippage becomes a trend and is delayed beyond the
September time frame. The more significant risk has become the schedule for the MBTA
improvement project, which is now being investigated by the Project Team.

Refer to Exhibit 5.3, Figures 5-2, 5-3, 5-4, and 5-5 for 1) Project Summary Schedule, 2) Progress pie
charts presenting progress quantitatively, one section reflecting progress by Project Phases and the
second section by Major Project Elements, 3) Significant Project Milestones, and 4) a Baseline Project
Schedule narrative providing an overview of the development of the Project Schedule respectively.

FOOTNOTE:

This report reflects project team accomplishments in June, However, the Project Schedule update
was not completed to support the issue of this report. PTG, the Project Schedule consultant, was
unable to complete the updating with the OE. Therefore, for this report, the Project Summary
Schedule (which is the initial presentation of the Project Schedule at a summary level) reflects the
progress through May 31st without any change to the energization of May 2016.

3.3 Budget and Cost

On February 8th, 2012, at a Special Town Meeting, the Town of Belmont approved Warrant Article 2
the BMLD proposed $53.7 million project capital bonding limit for the Transmission and Substation
Project. The approval allows BMLD to bond the project and to purchase real property. The Special
Town Meeting approval of the project capital bonding limit marked the end of the Project Development
Phase and the beginning of the Project Implementation Phase. The approved project capital bonding
limit of $53.7 million includes both the project Development and Implementation Phase expenditures.

The May 2016 energization date remains an achievable date with a reasonable level of confidence.
There is no apparent reason to believe that the project will not be completed within the approved
project capital bonding limit of $53.7 million. It should be noted, the AFI budget did account for some
degree of schedule slippage.

The total Project Inception-To-Date costs are 7.9 Million. The Project Implementation Phase
expenditures for the month of June 2013 are approximately $172k. The total Implementation Phase
Inception-To-Date (ITD) costs are approximately $6.8 Million. Figure 5-6 illustrates the Capital
Bonding Limit (Baseline) by category and the total ITD expenditures by category. The Baseline
equates to the Budget plus Contingency plus AFI. Figure 5-7 illustrates monthly costs by expenditure
category.

BMLD June 2013 Progress Report

AECOM Energy 3-5

3.4 Funding
The Town of Belmont Treasurer secured a Bond Anticipation Note (BAN 1) for $14mm. The funds
were available April 26, 2012. The term of the $14mm BAN 1 extends through June 30, 2013. The
cost of underwriting, Bond Counsel, Moody's, First South West, Paying Agent and Printing, was paid
from the premium.

In February, the MLAB and the BMLD Finance Manager developed a project funding strategy. In
summary, Ban 1 will be extended one (1) additional year through April 2014. A second BAN, BAN 2, is
planned to be secured in April 2014 and extend through April 2015. A third BAN, BAN 3, is planned to
be secured April 2015 and extend through December 2016. A long term bond will eventually be
secured to pay off the three BANs. The BAN 1 extension is complete.

BMLD June 2013 Progress Report

AECOM Energy 4-1

4.0 3 Month Look Ahead

Significant Activities for the next three (3) months

(July/August/September):
Land Acquisition

20 Flanders Road

 Proceed with the selection of the Independent Engineer under the Party Wall Modification
Agreement and execute a contract for those services commencing in July or August.
 Develop with real estate counsel a plan for obtaining all consents from existing easement
holders for use of MBTA Easement.
 Finalize a letter agreement with the 12 Flanders Road tenant to plan how the demolition can
be conducted with acceptable impacts on the tenant.

Project Advisory

 Steering Committee Meetings (Refer to Project Meeting Calendar Figure 5-8).

 Issue Project Monthly Progress Reports.
 Perform Project Budget and Schedule Analysis.
 Finalize Risk Management Matrix.
 Finalize Contingency Drawdown Curve.

Project Management

 Management
o Monthly Project Team Meetings (Refer to Project Meeting Calendar, Figure 5-8).
o Develop and finalize project specific Change Management Policies and Procedures.
 Administration
o Finalize and issue the project document distribution matrix.
o Complete the transition of Project Administration responsibilities from AECOM to BMLD.
(Target date September 1, 2013)
 Procurement
o Finalize Bid package for Demolition of 20 Flanders Road and Party Wall modifications.
 Project Controls
o Project Schedule (PS)

BMLD June 2013 Progress Report

AECOM Energy 4-2

 Perform monthly schedule analysis and issue report.

o Project Budget
 Perform monthly budget analysis and issue report.
 Perform quarterly budget Forecast-To-Complete (FTC) updates. (September)
 Document Control and Records Management
o Finalize and issue the Document Control and Records Management Guidelines.
o Complete the transition of Document Controls / Records Management responsibilities
from AECOM to BMLD staff. Target date September 1, 2013.

Permits/Approvals

ISO –NE

 BMLD/NSTAR Project team meetings for the various Working Groups are planned for July
and following months, including meetings on ISO preparations and Design review by specific
component areas.
 Presentations to committees of ISO-NE are expected in September, 2013.
 NSTAR, BMLD, and ISO-NE to develop and present the Needs Assessment and Potential
Solutions Study to ISO-NE, following a presentation to the Transmission Owners Group with a
target date in September.
 BMLD to include brief summary of GBWG review in Needs/Solutions study and PAC
presentation with expected ISO support.
 Arrange a scoping meeting with ISO-New England.

Environmental

 Proceed with permitting to facilitate demolition of the existing building at 20 Flanders Road.
o Proceed with separate building permit for modification of Party Wall at 20 Flanders Road.
o Submit the Project Narrative, Request for Determination of Applicability (RDA) Form
WPA1 first to the staff of the Cambridge Conservation Commission in the middle of July
and then to the Belmont Conservation Commission.
o Meet with Belmont Community Development, Building Services and Zoning leaders to
outline scope of local permit requirements for substation building and local distribution
system work.
 Continue to develop permitting level design detail for transmission, substation, and distribution
components.

Engineering

 Issue final Project Design Memorandum.

BMLD June 2013 Progress Report

AECOM Energy 4-3

 Continue to meet and interact with NSTAR technical personnel in order to acquire NSTAR
input as needed to advance the transmission and substation designs and secure NSTAR
approval.
 Conduct project site walk with NSTAR personnel.
 Provide engineering support for all permitting activities.

Transmission Route

 Engineering and Design

o Perform any required on-site soil testing to support thermal capacity analysis of the cable
system.
o Complete conceptual transmission design for NSTAR review and comment. Meet with
NSTAR technical personnel to finalize design requirements.
o Consider construction alternatives that do not require an easement from 55 Wheeler St.
 Bid and Award – No activity
 Construction – No activity
 Commissioning – No activity

Substation

 Engineering and Design

o Continue to refine substation conceptual design.
o Issue final drawings and specifications for 20 Flanders Rd. Demolition and Site
Preparation to Independent Engineer and 12 Flanders Road Owner.
o Prepare 30% complete drawings and specifications for Flanders Rd. Substation Building
and Site Construction.
o Prepare 30% complete drawings and specifications for 13.8 kV switchgear and 13.8 kV
relay and control panels and submit to BMLD for review.
o Further refine building, site and equipment requirements, including input from NSTAR,
local departments and boards, etc.
o Continue with design activity on all equipment procurement contracts.
 Bid and Award – No activity
 Construction – No activity
 Commissioning – No activity

Distribution

 Engineering and Design

BMLD June 2013 Progress Report

AECOM Energy 4-4

o BMLD to finalize the conceptual design to ensure that the distribution facilities that are
installed in conjunction with the new substation are fully consistent with BMLD’s long
range plan for system upgrades.
o BMLD and OE to confirm routing of 13.8 kV interconnections, suitability of identified
existing duct, manhole and cable facilities, etc. for reuse.
o Arrange for additional survey of public ways where ducts and/or manholes may be
required in order to facilitate connection of BMLD existing substations to the Flanders Rd.
substation.
 Bid and Award – No activity
 Construction – No activity

BMLD June 2013 Progress Report

AECOM Energy 5-1

5.0 Exhibits

5.1 Project Organization Charts

BMLD June 2013 Progress Report

AECOM Energy 5-2

Figure 5-1 AECOM Project Team Organization Chart

BMLD June 2013 Progress Report

AECOM Energy 5-3

Figure 5-2 PLM Project Organization Chart

BMLD June 2013 Progress Report

AECOM Energy 5-4

Figure 5-3 Tetra Tech Project Organization Chart

BMLD June 2013 Progress Report

AECOM Energy 5-5

Figure 5-4 F&O Project Organization Chart

BMLD June 2013 Progress Report

 AECOM Energy 5-6

5.2 Project Milestones

Table 5-1 Project Milestone Matrix

Item # MILESTONE SIGNIFICANT MILESTONES Comments

58 COD
57 Commissioning May 2016
56 NSTAR Interconnects
55 Electrical Transmission System
54 Substation Equipment
53 Building Utilities
52 BMLD Interconnects
51 Transmission System
50 Electrical Equipment Installation
49 Building Construction (Substation)
48 Demo and Party Wall
47 Construction
46 Transmission System
45 Electrical Equipment Installation
44 Building Construction (Substation)
43 Demo and Party Wall
42 Procurement of Construction / Installation Contracts
41 Procurement of Long Lead / Specialty Equipment / Material
40 Distribution
39 Substation
38 Transmission
37 Owner’s Supplied Equipment
Multiple issues to support
36 Issue Final Project Design Memorandum project schedule
35 Demolition 20 Flanders Road and Party Wall Modifications
34 Engineering/Design
33 Local (Cambridge and Belmont)
32 State (MEPA, DEP, MWRA, etc.)
31 Permitting - Environmental
30 Department of Public Utilities (DPU)
29 ISO-NE
28 Permitting - Regulatory
27 Long Term Bond
26 BAN 3 Funding
25 BAN 2 Funding
Extended through April
24 BAN 1 Extension 2014
23 BAN 1 Funding April 26, 2012
22 Project Financing
21 NSTAR Transmission Interconnect/Operations Agreement
20 NSTAR Transmission Interconnection Agreement (JDA)
Note: BMLD/MBTA have
a signed Easement
Agreement effective
19 MBTA Transmission Route Easement December 27, 2012
18 12 Flanders Rd Party Wall Agreement
Note: BMLD has
purchased and taken
ownership of the property
effective December 31,
17 20 Flanders Rd St Land Acquisition 2012
16 Significant Agreements Finalized / Signed
15 Develop Project Cash Flow
14 Prepare Baseline (Budget + Contingency + AFI) Estimate
13 Develop Project Risk Management Plan
12 Develop Budget Work Breakdown Structure (WBS)
11 Develop Document Control and Records Management
10 Develop Project base line Implementation Plan / Project Schedule (PS)
9 Project Management
8 Implementation Plan
7 Special Town Meeting - Project Funding Authorized
6 Special Town Meeting February 8, 2012
5 Address Warrant Committee, Planning Board and Capital Budget Committee Questions
4 Warrant Committee, Planning Board and Capital Budget Committee Meetings February 1st & 2nd, 2012
3 Develop Special Town Meeting Presentation
2 Special Town Meeting January 18, 2012
1 Project Development
LEGEND:
DENOTES A STATUS CHANGE IN THIS BLOCK FOR THIS PERIOD NEW
COMPLETED TO SUPPORT Town Meeting / Project COD
WORK IN PROGRESS - schedule of activities which do not compromise Critical Path
IDENTIFIES Activities with an increased focus - Close Monitoring
CRITICAL Activity

BMLD June 2013 Progress Report

AECOM Energy 5-7

5.3 Project Schedule

Figure 5-5 Project Summary Schedule

BMLD June 2013 Progress Report

AECOM Energy 5-8

BMLD June 2013 Progress Report

AECOM Energy 5-9

BMLD June 2013 Progress Report

AECOM Energy 5-10

BMLD June 2013 Progress Report

AECOM Energy 5-11

Figure 5-6 Project Progress by Project Phases and by Major Project Elements

BMLD June 2013 Progress Report

AECOM Energy 5-12

BMLD June 2013 Progress Report

AECOM Energy 5-13

Figure 5-7 Significant Project Target Milestones

BMLD June 2013 Progress Report

AECOM Energy 5-14

BMLD June 2013 Progress Report

AECOM Energy 5-15

Figure 5-8 Baseline Project Schedule Narrative

BMLD June 2013 Progress Report

AECOM Energy 5-16

BMLD June 2013 Progress Report

AECOM Energy 5-17

5.4 Project Budget

Figure 5-9 Baseline By Category & ITD Expenditures By Category

BMLD June 2013 Progress Report

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Figure 5-10 Implementation Phase Monthly Expenditures By Category

BMLD June 2013 Progress Report

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5.5 Pictorials / Graphics / Photos

BMLD June 2013 Progress Report

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Figure 5-11 BMLD 2013 Meeting Calendar

BMLD June 2013 Progress Report