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CONTRACT DESIGN, ESTIMATING AND DOCUMENTATION (CDED) VOLUME 1 DESIGN AND CONTRACT STANDARDS OFFICE ISSN 2291-0298 (2-VOLUME SET) © Copyright Queen’s Printer for Ontario 2013 Reproduced With Permission

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  • CONTRACT DESIGN, ESTIMATINGANDDOCUMENTATION(CDED)

    VOLUME 1

    DESIGN AND CONTRACT STANDARDS OFFICE ISSN 2291-0298 (2-VOLUME SET)

    Copyright Queens Printer for Ontario 2013 Reproduced With Permission

  • To all users of this publication:

    The information contained herein has been carefully compiled and is believed to be accurate at the date of publication. Freedom from error, however cannot be guaranteed.

    Enquiries regarding the purchase and distribution of this manual should be directed to:

    Publications Ontario

    By telephone: 1-800-668-9938 TTY: 1-800-268-7095 Online: www.publications.serviceontario.caEmail: [email protected]

    Enquiries regarding amendments, suggestions, or comments should be directed to the Ministry of Transportation at (905) 704-2171

    ISSN 2291-0298 Copyright Queens Printer for Ontario 2013

  • CONTINUING RECORD OF REVISIONS MADE to the

    CONTRACT DESIGN, ESTIMATING AND DOCUMENTATION (CDED) MANUAL VOLUMES 1, 2A and 2B

    This sheet should be retained permanently in this page sequence in the Manual. All revised material should be inserted as soon as received and the relevant entries made by hand in the spaces provided to show who incorporated the Revision and the date this was done. If this practice is followed faithfully it will be a simple matter to tell whether or not this copy of the Manual is up to date since all future Revisions will be dated.

    Revision Entered By Date

    No. Dated

    This manual includes Revisions 181 to 183 dated July 2013.

  • CONTRACT DESIGN ESTIMATING AND DOCUMENTATION (CDED) MANUAL INDEX

    December 2012 Page 1 of 2 A-INDEX - CDED MANUAL INDEX

    CDED MANUAL - INDEX

    VOLUME 1

    CHAPTER A UNASSIGNED

    CHAPTER B DETAIL ESTIMATING

    Writers Guide for CDED Chapter B Sections Chapter B Detail Estimating Sections

    CHAPTER C SUPPLIES

    CHAPTER D SERVICES AND ACQUISITION CONSTRUCTION

    VOLUME 2A

    CHAPTER E SPECIAL PROVISIONS

    Special Provisions Introduction, Function, and Type Writing Guidelines for Special Provisions Summary Listing of Active SPs Division 100 Special Provision Hard Copies

    VOLUME 2B

    CHAPTER E SPECIAL PROVISIONS (contd)

    Division 200 to 900 Special Provision Hard Copies

    CHAPTER F CONTRACT DOCUMENTS

    CHAPTER G MTO DRAWINGS (MTODS)

    Summary Listing of Active MTODs MTOD Hard Copies

    CHAPTER H OPS SPECIFICATIONS (OPSSs) and DRAWINGS (OPSDs)

    Summary Listings of Active OPSSs Summary Listings of Active OPSDs

  • CONTRACT DESIGN ESTIMATING AND DOCUMENTATION (CDED) MANUAL INDEX

    December 2012 Page 2 of 2 A-INDEX - CDED MANUAL INDEX

    Accessing and Obtaining the Contract Design Estimating and Documentation (CDED) Manual

    Current CDED manual updates are available for download, free of charge, from the MTO website as follows:

    Revision Information Sheets http://www.raqs.mto.gov.on.ca/techpubs/RevInfo.nsf/

    Index and Chapters B, C, D, F, G and H http://www.raqs.mto.gov.on.ca/techpubs/cded.nsf/

    Chapter E, Special Provisions http://www.raqs.mto.gov.on.ca/techpubs/cdedsp.nsf/

    Hard-copies are available for purchase from ServiceOntario Publications:

    By Telephone 1-800-668-9938 or,

    Online http://www.publications.serviceontario.ca

    When ordering online type Contract Design Estimating and Documentation or CDED, in the search box located in the upper right hand corner of the screen and all related products for the CDED Manual will be listed. Click on the item you wish to purchase and add it to your cart, then follow the instructions to complete your order. Products shown as Out of Stock can be backordered by telephone at 1-800-668-9938.

    Enquiries regarding amendments, suggestions or comments to the CDED manual and its contents should be directed to:

    Manager, Design & Contract Standards Office Highway Standards Branch Provincial Highways Management Division Ministry of Transportation Ontario 2nd Floor North 301 St. Paul Street St. Catharines, Ontario L2R 7R4

    Telephone: (905) 704-2293 (General Inquiry) Fax: (905) 704-2051

  • CHAPTER A - UNASSIGNED

  • CHAPTER B

    Detail Estimating

  • CHAPTER B - DETAIL ESTIMATING TABLE OF CONTENTS

    December 2012 Page 1 of 4 B1 Chapter B - Table of Contents

    TABLE OF CONTENTS

    SECTION TITLE REMARKS/REFERENCES

    B1 Table of Contents

    B001 Writers Guide for CDED Manual Chapter B - Detail Estimating

    B201-1 Clearing

    B201-2 Close Cut Clearing

    B201-3 Grubbing

    B201-4 Removal of Surface Boulders

    B201-5 Removal of Piled Boulders

    B201-6 Mechanical Stump Cutting

    B206-1 Earth Excavation (Grading) Dir. B-135, C-83

    B206-2 Rock Excavation (Grading) ED 77-07

    B206-3 Excavation for Pavement Widening

    B209 Embankments Over Swamps

    B212 Borrow

    B299-1 Rental of Equipment

    B299-2 Ditch Cleanout

    B301 Restoring Unpaved Roadway Surfaces

    B302 Priming

    B304 Surface Treatments

    B305 Granular Sealing

    B307 Stockpiling of Patching Materials and Patching of Asphalt Pavement

    B308 Tack Coat

    B312-1 Asphalt Curb and Gutter Systems

    B312-2 Asphalt Surfacing of Gutters

    B313-1 Hot Mix Asphalt Dir. C-16, C-17

    B313-10 Hot Mix Miscellaneous

    B314 Granulars

    B316 Extruded Expanded Polystyrene Treatment

    B320 Open Graded Drainage Layer

  • CHAPTER B - DETAIL ESTIMATING TABLE OF CONTENTS

    December 2012 Page 2 of 4 B1 Chapter B - Table of Contents

    SECTION TITLE REMARKS/REFERENCES

    B330 In-Place Full Depth Reclamation of Bituminous Pavement and Underlying Granular

    B331 Full-Depth Reclamation With Expanded Asphalt Stabilization

    B332 Hot In-Place Recycled Mix and Hot In-Place Recycled Mix With Integral Overlay

    B333 Cold In-Place Recycling

    B335 Cold In-Place Recycling With Expanded Asphalt

    B336 Micro-Surfacing

    B337 Slurry Seal

    B341 Routing and Sealing and/or Sealing Cracks in Asphalt Pavement

    B350 Concrete Base and Concrete Pavement

    B351 Concrete in Sidewalks

    B352 Concrete Steps

    B353 Concrete Curb and Gutter Systems

    B355 Interlocking Concrete Pavers

    B360 Full Depth Repair of Concrete Pavement or Concrete Base

    B362 Fast Track Full Depth Repairs to Concrete Pavement

    B363 Repairing Rigid Pavement with Precast Concrete Slabs

    B364 Partial Depth Repairs in Concrete Pavement

    B365 Cross-Stitching Longitudinal Cracks in Concrete Pavement and Concrete Base

    B369 Sealing or Resealing of Joints and Cracks in Concrete Pavement and Concrete Base

    B399-2 Reclaim Asphalt Pavement Dir. C-129, C-145

    B405 Pipe Subdrains

    B407-1 Maintenance Holes, Catch Basins and Ditch Inlets

    B407-2 Rock Excavation for Sewers, Maintenance Holes, Catch Basins and Ditch Inlets

    B409 Closed Circuit Television Inspection of Pipelines

  • CHAPTER B - DETAIL ESTIMATING TABLE OF CONTENTS

    December 2012 Page 3 of 4 B1 Chapter B - Table of Contents

    SECTION TITLE REMARKS/REFERENCES

    B410 Pipe Sewers

    B415 Tunnelling

    B416 Jacking and Boring

    B421-2 Pipe Culverts Dir. B-95, B-237

    B422 Precast Reinforced Concrete Box Culverts

    B441 Watermains

    B501 Compacting

    B510 Removals Bulletins 87-03

    B511 Rip Rap, Rock Protection, Granular Sheeting, Geotextile

    B512 Gabions Dir. C-5

    B517 Dewatering of Pipeline, Utility and Associated Structure Excavation

    B710 Pavement Marking Dir, C-172

    B721-1 Cable Guide Rail Dir B-12,QST B-12, Bulletins 87-3, 87-4

    B721-2 Steel Beam Guide Rail Dir. B-12,QST B-87-3, 87-4

    B730 Guide Rail End Treatment - Eccentric Loader Terminal System

    Dir. QST B-12

    B731 Guide Rail End Treatment Crash-Cushion Attenuating Terminal System

    Dir. QST B-12

    B732 Steel Beam Energy Attenuating Terminal (SBEAT)

    B740 Concrete Barrier Dir. QST B-12

    B753 Connecticut Impact Attenuation System Dir. QST B-12

    B771 Highway Fence Dir. B-209

    B772 Chain Link Fence Dir. B-209

    B799-1 Noise Barriers Dir. A-1, B-94, B-116

    B799-2 REACT 350

    B799-4 Temporary Concrete Barrier Restraint Systems

    B799-5 Permanent Small Signs and Supports

    B802 Topsoil Dir. B-135

    B803 Sodding

  • CHAPTER B - DETAIL ESTIMATING TABLE OF CONTENTS

    December 2012 Page 4 of 4 B1 Chapter B - Table of Contents

    SECTION TITLE REMARKS/REFERENCES

    B804 Seed and Cover

    B805 Temporary Erosion and Sediment Control Measures

    B902 Excavation and Backfill for Structures Dir. ED-78-28, C-5

    B904 Concrete in Culverts

    B905 Reinforcing Steel Coated Reinforcing Steel

    B907 Structural Wood Systems

    B908 Metal Traffic Barriers and Metal Railings for Structures

    B914 Waterproofing Bridge Deck

    B918 Modular Bridge Structures for Temporary Installations

    B932 Crack Repair - Concrete

    B599-A Appendix A - Contingencies and Allowances

    B599-B Appendix B - Checking of Quantities

  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    001 WRITERS GUIDE for CDED MANUAL CHAPTER B DETAIL ESTIMATING

    001.1 GENERAL

    001.1.1 Introduction

    The purpose of this document is to provide insight and guidance to persons involved in writing Contract Design Estimation and Documentation (CDED) Chapter B sections.

    CDED Chapter B sections provide designer guidance on how to design, estimate quantities and document tender items related to each applicable Ontario Provincial Standard (OPS) construction specification. The CDED Manual, Chapter B typically forms part of the terms-of-reference for detailed design projects. Design project managers and the project team shall follow the guidance given unless reasons exist to do things in different ways. Designers shall be prepared to explain and justify departures from the guidance provided. The end-product includes a biddable tender package and a constructible design package that is suitable for administration of capital construction projects on the Ministrys Provincial highway network.

    The CDED Manual is the guide for designers to complete detailed design for highways. Some Structural and all Electrical engineering functions are not covered by the CDED manual, Chapter B. Guidance in detailed design for those engineering functions may be obtained in the Structural Manual and Electrical Engineering Manual, Volume 3, Electrical CDED and Volume 4, Electrical CDED ATMS (Advanced Traffic Management systems) respectively.

    001.1.2 Contract Documentation

    The core of tender packages consists of the tender. The tender is supported by engineering standards, including: Ontario Provincial Standard Specifications (OPSSs), Ontario Provincial Standard Drawings (OPSDs) and Ministry of Transportation

    Ontario Drawings (MTODs). Standard Special Provisions (SSPs) are used to modify OPSSs, as warranted.

    The tender package also includes: Contract Drawings are drawings or plans provided by the owner for the work, as

    defined in the MTO General Conditions of Contract (OPSS.PROV 100), GC 1.07. Non-standard special provisions (NSSPs) which supplement and modify the

    standards to provide specific information on the Construction Project.

    January 2010 Pg. 1 of 16 B001

  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    The MTO General Conditions of Contract (OPSS.PROV 100), GC 2.02, Order of Precedence, provides guidance on the relationship between the different types of documents.

    The tender package contains adequate information to estimate the cost of the work for tendering purposes. Supporting information in the design package provides all the details required to construct the work. This includes all dimensioned data, such as detailed cross-sections for example.

    When changes are made to engineering standards, the corresponding sections of the CDED Manual, Chapter B and the CA&IT Manual should be updated. Having these documents compatible with one-another will help to ensure that tender packages are properly assembled and construction contracts are properly administered.

    Relationship to other documents

    Document Custodial Office

    PrimaryReader

    Task to bePerformed byPrimary Reader

    CDED Manual, Chapter B *

    Design and Contract Standards Office (DCSO)

    Design ProjectManager and Project Team

    Detailed Design

    EngineeringStandards(OPSS, OPSD, SSP)

    Applicable Provincial Functional Office

    Contractor Construction

    ConstructionAdministration and Inspection Task (CA&IT) Manual

    Contract Management Office (CMO)

    ContractAdministrator (CA)

    ConstructionAdministration

    * The Electrical and ATMS CDED chapters and the Structural Manual cover their respective functions.

    001.1.3 Authors and Readers of CDED Chapter B Sections

    Authors of CDED Chapter B sections: are typically representatives from engineering functional offices within the

    Ministry that are similarly involved with writing and updating design policies and contract documentation, including OPS Specifications.

    are assumed to have a good understanding of the technical subject (engineering discipline) that is relevant to the Chapter B section. For multi-disciplinary Chapter B sections, consultation with other functional offices may be necessary. The author and their office colleagues are assumed to have a good understanding of ministry construction practice with respect to the particular subject. Liaison with CMO may be necessary to confirm ministry practice regarding construction administration.

    January 2010 Pg. 2 of 16 B001

  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    Liaison with regional staff and the appropriate functional committee(s) may be necessary to obtain an adequate understanding of the current practices in all of the ministrys regions.

    may not have direct experience in creating contract documents or administering construction contracts and may need some assistance with the documentation functions. Staff of the Quality Standards Section (QSS), DCSO are able to assist with this.

    Readers of Chapter B sections: are typically project managers and their project team for a detailed design project.

    These persons could be ministry staff or employees of an engineering consulting firm.

    will often be relying on the technical content of design reports and will not be in a position to technically review them or accept responsibility for their content.

    will often be responsible to assemble a contract package as a deliverable. Such a person may have a reasonable understanding of ministry construction practice and the components of a tender package and a design package.

    001.1.4 Writing Chapter B Sections

    This writers guide is set in the same format in MS Word as CDED Chapter B sections. This MS Word document may be used as a template to start writing a new CDED Chapter B Section.

    Write the CDED section as if you are directly telling the reader how to design, estimate and document the design project to create a tender package. Use standard English with good grammar and complete sentences. Where appropriate, diagrams, figures, tables, numbered lists or bulleted lists may be used. Large tables or figures should be included in an appendix to the Chapter B section. Expand all acronyms at first usage within the section.

    Under sub-section 1: GENERAL, provide a general description of the subject being covered. Discuss major principles, constraints or limitations. Describe how other tender item quantities may be influenced by installations under these tender items, as applicable. For these cases provide reference to the appropriate CDED Chapter B sections. For example, many tender items cover installation of appurtenances (i.e. safety hardware, drainage features, illumination, etc.) that will influence grading requirements. Details on the contents of sub-sections 2 through 8 are given below in the corresponding sub-section.

    001.1.5 Section, Sub-section Numbering and Headings

    The CDED B-section title should match the title of the corresponding OPS construction specification, where practical. The Chapter B section number corresponds to the three-digit OPS construction specification number and the first four digits of the

    January 2010 Pg. 3 of 16 B001

  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    tender item code (first digit is zero) for related tender items. Where multiple CDED Chapter B sections are applicable to one OPSS, they are further identified as -1, -2, etc.

    There are nine mandatory standardized first-level sub-section headings in each Chapter B section. Second-level headings may be used at the authors discretion. Some possible second level headings are provided, but their applicability depends on the subject being covered. Second-level headings are appropriate to subdivide a lengthy sub-section.

    Mandatory first-level sub-section headings

    Examples of second-level sub-section headings. These may be determined at the authors discretion

    NNN.1: GENERAL NNN.1.1: IntroductionNNN.1.2: Definitions

    NNN.2: REFERENCES

    NNN.3: TENDER ITEM(S

    NNN.4: SPECIFICATIONS

    NNN.5: SPECIAL PROVISIONS NNN.5.1: Fill-in Special ProvisionsNNN.5.2: Non-Standard Special Provisions

    NNN.6: STANDARD DRAWINGS

    NNN.6.1: Ontario Provincial StandardDrawings (OPSDs)

    NNN.6.2: MTO Drawings (MTODs)NNN.6.3: Contract Drawings

    NNN.7: DESIGN NNN.7.1: Information to be Provided toBidders

    NNN.8: COMPUTATION

    NNN.9: DOCUMENTATION NNN.9.1: Contract DrawingsNNN.9.2: Quantity SheetsNNN.9.3: Documentation AccuracyNNN.9.4: Non-Standard Special Provisions

    For cases when a sub-section is not used, its title shall be included with the words - not applicable added for sub-sections 1, 7, 8 & 9. For all other sub-sections, 2 through 6, the word - none shall be included with the title, when that sub-section is not used.

    January 2010 Pg. 4 of 16 B001

  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    001.1.6 Step Process to Write a Draft CDED Chapter B section

    A CDED Chapter B Section shall be revised to be compatible with any changes are made to the corresponding OPSS, or SSPs.

    This process should be initiated when an OPSS and related documents are being developed by the ministry or by an OPS Specialty Committee. This will allow the CDED Chapter B section to be nearly complete by the time that the OPSS is published. Final edits may be done, based on the published OPSS, when it becomes available. This will help to ensure that OPSS and all related documents may be implemented in CPS per the scheduling requirements set out in the Memorandum Implementation of OPS Specifications in Construction Contracts (dated: August 27, 2007 and signed by G. Todd).

    Step 1 Assemble and review all relevant contract documentation. Obtain the existing CDED Chapter B section, as applicable Obtain the applicable published OPS specification (or OPSS under development,

    as applicable) and standard drawings. Obtain existing applicable standard special provisions (SSPs). Additional

    information may be found in Regional non-standard special provisions (Regional NSSPs).

    Confirm that the published specification is compatible with current ministry practices and policies.

    Follow the requirements of the document: Scheduling and Tracking Updates of Standard Specifications and the CDED Manual (dated November 30, 2007) See Appendix A.

    Establish whether the existing and/or proposed standard tender items are appropriate.

    SSP(s) may be required to modify the published OPSS.

    Step 2 Gather all pertinent design-related information Obtain and review the content of any design documents that may be a reference

    document (i.e. manuals, design memoranda, design bulletins). The Quality Systems Section of the Design and Contract Standards Office can

    provide a list of OPSSs and SSPs that have a reference to the subject OPSS.

    Step 3 Produce first draft of CDED Chapter B section Refer to this document and existing, recently published CDED Chapter B sections

    for guidance and examples.

    Step 4 Review content with appropriate functional committee(s) and/or regional staff Review the contract documentation and draft CDED section to ensure that it is

    compatible with current practice. Obtain any feedback from the functional committee or regional staff. Make any

    appropriate changes to the draft. Any construction administration issues should be reviewed with CMO.

    January 2010 Pg. 5 of 16 B001

  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    Step 5 Review content with Quality Systems Section (QSS), DCSO. Via E-mail, send electronic copies of the draft CDED Chapter B section, along

    with the applicable OPS specification, any draft SSP(s) and applicable standard drawings.

    In the covering E-mail, describe all the documentation for implementation, along with any proposed tender item revisions. Also note any corresponding documentation that is currently active in CPS which will be superceded.

    Address comments received back from QSS

    Step 6 Review with the Design Implementation (DI) Committee. DI Committee meeting agendas and schedules are arranged through QSS. The draft CDED Chapter B section, and all related documents (OPSS, OPSDs,

    SSPs, as applicable) shall be distributed to DI Committee a minimum of two weeks in advance of the next scheduled meeting.

    Functional office representation at the DI Committee meeting is essential. Address comments received back from the DI Committee. Finalize Chapter B section.

    Step 7 Implement the CDED Chapter B section and applicable OPSS, SSP and OPSDs intoContract Preparation System (CPS). Submit all finalized documentation to QSS with a covering E-mail in the same

    manner as Step 5, above. As applicable, co-ordinate this activity with an update to the Construction

    Administration and Inspection Task (CA&IT) Manual that is administered by CMO.

    001.1.7 Use of Words

    shall: indicates a mandatory obligation and is widely used in standard specifications and similarly used in CDED Chapter B Sections.

    should: is used to describe use of a recommended practice.

    may: indicates that there is a choice. May is typically to allow an exception to a rule, provided that certain circumstances apply

    001.2 REFERENCES

    List all applicable Ministry design manuals, directives, memoranda or bulletins in this section. Construction standards documentation is listed under appropriate headings below. Do not repeat references of documentation that are provided in the referenced OPSS. Referenced documents should be discussed within the body of the CDED

    January 2010 Pg. 6 of 16 B001

  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    Chapter B section so that designers are directed appropriately to these specific documents.

    All referenced documents should be readily available to the designer. Include the source of the document, as applicable. The source could be a library, publisher or web-site. Such reference documents would typically be listed in the terms-of-reference for a consultant assignment of a detailed design project.

    List proprietary documentation, such as design guides or installation guides, if applicable.

    A brief description of the type of information to be obtained from reference documents may be provided, as it pertains to the applicable tender item(s). Any design document referred to within the Chapter B section should be listed in the REFERENCES sub-section.

    List project-specific design reports that are typically provided for the applicable engineering function. As a CDED Chapter B section is typically used by project Managers and the project team, it is not necessary to include reference documents of a highly technical nature that would be used only by practitioners of specific engineering functions. Designers would typically rely upon and follow the recommendations within a design report from such practitioners and would not need to address or verify the details provided by those functions.

    001.2.1 Reference Documents (as applicable to this guide)

    OPSS.PROV 100; MTO General Conditions of Contract Recently implemented CDED Chapter B Sections CDED, Chapter F; Contract Documents Highway Design Bulletin 2008-003; Management of New: Non-Standard Tender

    Items, Non-Standard Special Provisions and Modified Standard Special Provisions.

    Structural Manual Electrical Engineering Manual Construction Administration and Inspection Task Manual

    001.3 TENDER ITEMS

    List tender item names. These should exactly match the tender item names given in the OPS specification or SSPs (if applicable) and in CPS.

    Applicable tender items are identified in CPS by the 2nd, 3rd and 4th digits of the tender item code which correspond to the three-digit OPSS construction specification number and the three-digit number for the CDED Chapter B Section. Codes are not required to be included.

    January 2010 Pg. 7 of 16 B001

  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    001.4 SPECIFICATIONS

    Provide a general reference about where applicable Ontario Provincial Standard Specifications (OPSS) are located.

    The subject OPSS is identified, as applicable. The OPSS number may represent either an OPSS.common or OPSS.PROV (Provincial) Specification, as applicable. However, if an OPSS.MUNI (Municipal) is required, it must be specifically identified.

    001.5 SPECIAL PROVISIONS

    Provide a general reference about where applicable standard special provisions (SSPs) are located. Specific references to SSPs should not be given. Designers will rely on SSP warrants to ensure that appropriate SSPs are included in the contract documents.

    Use of fill-in SSPs may be appropriate for cases where similar project-specific details must be included repetitively in many contracts. The Notes to Designer appendix to an SSP should only be used to include information to assist the designer to complete fill-in SSPs. All other SSP-related information should be contained in the corresponding CDED Chapter B section.

    The warrant for use of each SSP is provided at the end of the SSP.

    001.5.1 Non-Standard Special Provisions (NSSPs)

    Discuss possible needs for NSSPs, if applicable, under Section 9: DOCUMENTATION, below.

    Regional Offices have Regional NSSPs that they typically use to apply specific requirements to particular situations. Regional NSSPs may be downloaded from CPS.

    001.6 STANDARD DRAWINGS

    Provide a general reference about where applicable standard drawings are located. Ontario Provincial Standard Drawings (OPSDs), MTO Drawings (MTODs) and Structural Standard Drawings (SSDs) may be applicable. Reference would typically be made to a division or hundred series of drawings, not the individual drawing numbers. For example: 200 Series drawings are for General Grading features. The individual OPSDs or MTODs may change on a frequent basis which, if included, would require updating of the corresponding CDED Chapter B section each time such a change was made.

    January 2010 Pg. 8 of 16 B001

  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    001.7 DESIGN

    Discuss circumstances where use of specific tender items is recommended. Information may be provided on the relationship and applicability of the various design manuals to the particular tender items. Any design manuals shall be listed in sub-section 2: REFERENCES, above. For cases where design manuals do not exist, a complete discussion of design requirements is appropriate in this sub-section.

    Providing a brief summary of design requirements is not recommended because it may be problematic, as readers may be led to believe that all design requirement details have been met.

    001.7.1 Information to be Provided to Bidders

    Bidders will need specific information in order to bid on the tendered work. Providing such detailed information will allow bidders to provide a well-informed and competitive bid. This will help to reduce risks and extra costs associated with uncertainty. Such information could include but is not limited to: Geotechnical borehole data Survey data Existing condition data

    001.8 COMPUTATION

    Discuss each tender item or group of similar tender items in a separate paragraph.

    Indicate whether each tender item is Plan Quantity Payment (PQP) item. This information is available in CPS for existing tender items but will need to be determined for all new tender items. The level of checking or verification should be provided for PQP tender items.

    There is a unique unit-of-measure (UOM) to express the quantity for each tender item, as provided in CPS. Discuss the UOM for each tender item and specifically how the quantity is measured. For example, linear measure in metres, m, could be either horizontal or following a slope. Describe from where the quantity measurement may be obtained. For example: quantities may be measured from field measurement, design cross-sections or contract drawings, etc.

    Detailed discussion may be provided on how to measure tender quantities in difficult or unusual project-specific situations, where appropriate. The complimentary summary sheet form (PH-CC-44) should be identified for use for computation of applicable tender item quantities.

    January 2010 Pg. 9 of 16 B001

  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    Some tender items have UOMs of LS/M, LS/M2, LS/M3 and LS/T. These are not PQP items and are mostly structural oriented. Quantities are provided for estimating purposes only. They are similar to lump-sum tender items but allow for tracking of unit prices on a length, area, volume or weight basis. In the tender document, the quantities for these items appear as 100% and the measured quantities do not appear.

    Discuss how work done under these tender items may influence requirements for other tender items or their quantities. It may be necessary to discuss how to avoid double payment of the same feature over multiple tender items, where applicable. An example of where double payment could occur would be where the neat lines of different excavations overlap, causing double payment for this excavation.

    001.9 DOCUMENTATION

    This sub-section provides guidance on how to document tender item(s) with respect to contract drawings, quantity sheets and NSSPs. Project-specific details are provided in these documents. Improving consistency in documentation across the province will improve quality and efficiency.

    OPSSs often contain wording, such as: ., as specified in the Contract Documents. This guides readers to seek out more project-specific information elsewhere in the contract. Such information may reside in other specifications, SSPs, quantity sheets or drawings (OPSDs or MTODs). However, for some cases, such information may be required within the non-standard documentation to address project-specific circumstances. For each such notation in the OPSS, the writer of the CDED Chapter B section should verify that the required information is either contained in the accompanying standard documents or will be accounted for in the project-specific non-standard documentation. Where non-standard documentation is needed, the CDED Chapter B section must provide guidance to the designer as to how and where in the tender package the details are to be provided. This type of information is often detailed in Appendix A of OPSSs. Appendix A is not used by the Ministry, but it provides useful information that is typically provided in the CDED Chapter B section.

    Information contained in standard specifications or other contract documentation should not be repeated.

    001.9.1 Contract Drawings

    Contract drawings include drawings or plans, profiles, typical cross-sections and non-standard details and may include other reports, lists or schedules. These may include standard or modified OPSDs or MTODs. Explain how to show the information on these drawings, as applicable. Standard symbology is provided in the 100 series of both OPSDs and MTODs.

    January 2010 Pg. 10 of 16 B001

  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    Provide descriptions of any other information that shall be provided on the contract drawings to support these tender items. For example: geotechnical borehole data.

    Quantity sheets are considered to be contract drawings. Sample quantity sheets may be obtained from Chapter F. Instructions on which quantity sheet format to use and how to complete filling it out, for each applicable tender item, is covered in sub-section 9: DOCUMENTATION.

    001.9.2 Quantity Sheets (Q-sheets)

    Q-sheets are usually provided in 11X17 format. Information on Q-sheets is contained in CDED Chapter F. As applicable to the tender item, provide a line entry in the Q-sheet for each installation or segment of product to be supplied, installed or constructed. As applicable, locate the installation by including start and end locations (chainages) of each installation and indicate left or right of centreline. Separate tender items should not be combined on one line of the Q-sheet.

    Indicate whether additional information in addition to chainage is required, for example: offset, left or right. In complex projects, staging considerations should be accounted for such that quantities applicable to each stage are provided. The required accuracy of such dimensions should be included in the CDED Chapter B section, where appropriate.

    For variation tender items, list each possible variation with a brief explanation of its application. Each variation of the tender item shall be entered in a separate column heading in the Q-sheet. The space available for headings is 92 characters (4 lines of up to 23 characters each). Quantities for each installation shall be entered in the Q-sheet in the appropriate box where the line for that installation meets the column applicable to the tender item variation. An appropriate title shall be provided for each column in the quantity sheet.

    Tender item column types Breakdown Normal Variation Special

    Column types of tender items are documented in Contract Preparation System (CPS), under CPS Help. This type influences how these items are documented in quantity sheets (Q-sheets). The type of each tender item listed in CPS is listed under Items Master.

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    001.9.3 Non-Standard Special Provisions (NSSPs)

    Discuss how project-specific information is documented in NSSPs, modified SSPs and fill-in SSPs.

    Improperly drafted NSSPs are a major source of contractual problems that lead to engineering claims. Use of NSSPs should be minimized, where possible. The use of existing contract documentation, including NSSPs that have been successfully used before, is usually preferable to drafting new NSSPs.

    References on how to write NSSPs are included in the SP writers guide. See CDED Chapter E for detailed information on how to write SSPs and NSSPs.

    The requirements of Highway Design Bulletin 2008-003, Management of New: Non-Standard Tender Items, Non-Standard Special Provisions and Modified Standard Special Provisions, shall be complied with for the NSSP and non-standard tender item review process.

    001.9.4 Documentation Accuracy

    Indicate the accuracy (rounding) for the UOM of the tender quantity.

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  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    Appendix A

    Scheduling and Tracking Updates of Standard Specifications and the Contract Design Estimating and Documentation Manual

    November 30, 2007

    Objectives:

    1. To update OPS specifications in the Ontario Ministry of Transportations (MTO) Contract Preparation System (CPS) in order to streamline contract documents by:

    a) Incorporating special provisions into an OPS specification for submission to OPS for publication, or

    b) Adopting the latest published version of an OPS specification when it suits MTOs needs. The latest published version of an OPS specification is considered to suit MTOs needs when: i) Its technical content fulfills MTO requirements and ii) Its administrative, quality control and quality assurance, and payment content

    conform to MTO policy and practice, OR a standard special provision with a total length of not more than two pages,

    excluding any text that is directly related to any fill-in portion of the special provision, can be used to make the latest published version of the OPS specification conform to i) and ii) above.

    2. To assist designers in their roles by reviewing and updating all chapters in the Contract Design Estimating and Documentation (CDED) Manual.

    Reference Documents:

    Improving Contract Quality by Streamlining Construction Contract Documents Memorandum dated February 7, 2007, from G. A. Todd, Manager, Design and Contract Standards Office (DCSO)

    Implementation of OPS Construction Specifications in Construction Contracts Memorandum dated August 27, 2007, from G. A. Todd, Manager, DCSO

    OPS Review Process Overview dated September 26, 2007

    OPS Review Process Protocols dated November 26, 2007

    Background:

    The updating of the Contract, Design, Estimating and Documentation Manual began in December 2006. In early 2007, the effort to reduce special provisions by including themin specifications extended to all functional areas when OPS officially introduced OPSS.PROV

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  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    specifications. The update of specifications and the CDED Manual need to be planned together so that the CDED Manual reflects the specifications that will be used in contracts.

    A worksheet for scheduling and tracking purposes has been provided by the Quality Systems Section, DCSO, to each custodial office/section responsible for individual OPS construction specifications and their associated CDED chapters and individual OPS material specifications. In most cases, the same office/section is custodian of the OPS construction specification and the CDED chapters. The exceptions are noted in the tracking sheets for the Concrete Section, MERO, and the Design Innovations Section, DCSO. Similarly, the custodial office/section of an OPS construction specification may not be the same custodian of the corresponding OPS material specification. Collaboration is necessary between the custodial offices/sections to coordinate and facilitate the updating of these specifications and chapters. Unless otherwise agreed between the parties, the custodian of the construction specification shall coordinate the scheduling of updates of the associated material specifications and CDED chapters.

    The Updating Process:

    1. Identifying Specifications for Updating

    The custodial office/section shall plan to update an OPS specification in CPS (i.e., the implemented specification) when it is:

    a) Modified by one or more standard special provisions that i. are always included with the tender item or the engineering material covered by the

    special provision, ii. Exceed a total length of two pages, excluding any text that is directly related to any

    fill-in portions of the special provision, and iii. Where at least one of the special provisions has been implemented for a minimum

    of two construction seasons, or

    b) More than 5 years old,

    2. Updating the Implemented Version vs. the Latest Published Version

    If a specification requires updating and the implemented version is older than the latest published version, the specification developer in the custodial office shall determine which version will be updated.

    In most cases, the latest published version of the OPS specification shall be used since the references in it will more up-to-date and some of MTOs special provisions may have been included in it by an OPS Specialty Committee. Also, the style and format of the specification is likely to be more inline with current OPS practice.

    The implemented version of the OPS specification may be used when:

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  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    a) The latest published version of the OPS specification has clearly been written for municipal purposes and using the latest published version would require more rewriting than using the implemented version. Depending on the age of the specifications, the WORD documents for both versions are available from the OPS Unit, DCSO for comparison using the Tools- Compare and Merge Documents function, or

    b) Agreement from the Head, Quality Systems Section, DCSO, has been obtained.

    The developer shall ensure that all references in the specification are updated to the current version of the referenced documents and that the style and format conforms to current OPS practices. OPS specification templates and guidance in OPS style and format are available from the OPS Unit, DCSO.

    3. Scheduling the Updates

    a) The goal of the updating process is for each custodial office/section to update an annual average of one OPS construction specification, and its associated CDED chapters, or an OPS material specification, every two months beginning in January 2008, until all specifications have been updated. When prioritizing its work of updating OPS specifications for the tracking sheet, the custodial office/section should take into account the age of the specification, the number and complexity of the standard special provisions written against it, and the priority identified in the worksheet for the associated CDED chapters.

    For each specification that will be updated, the developer in the custodial office/section shall enter dates in the Target OPS Publication Date of Updated Spec and the Date for Submission of Updated OPSS to DCSO columns of the tracking sheet.

    In order to be published by OPS in April, the submission of the updated OPSS to DCSO must be made no later than October 31 of the previous year. In order to be published by OPS in November, the submission must be made no later than May 31 of the same year. Submissions should be scheduled throughout the year(s) to level the workload.

    b) The developer in the custodial office/section shall enter dates in the Final Draft

    Submission Date column of the tracking sheet for all CDED chapters associated with the specifications.

    When specifications are updated, the final draft submission date of the CDED chapters is one month after the targeted OPS publication date (i.e., either May 31 for April publications or December 31 for November publications).

    When the specifications do not require updating, but the chapters of the CDED manual require updating, the final draft submission date of the CDED chapters shall be as indicated in the tracking sheet or May 31, 2008, whichever is earlier.

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  • DETAIL ESTIMATING WRITERS GUIDE FOR CDED CHAPTER B

    c) In the comments column of the tracking sheet, the developer in the custodial office/section shall identify the OPS material specifications that will be updated for publication at the same time as the OPS construction specification or note the reason why the material specification update will not take place.

    As in the case of the OPS construction specifications, the developer shall determine which version to the OPS material specification is to be used. The OPS review process encourages the review and publication of construction and associated material specifications simultaneously. If the latest published version of an OPS construction specification is being used for the updating process, the latest published version of the OPS material specification should also be used.

    4. Updating OPS Specifications and the CDED Chapters

    Developers are to proceed with the updating of OPS specifications and the CDED chapters as detailed in the tracking sheet. As the OPS specifications are completed, they are to be submitted to the Head, Quality Systems Section, DCSO, as outlined in the OPS Review Process Protocols document.

    Updated CDED chapters are to be submitted to the Head, Quality Systems Section, DCSO, as outlined above.

    January 2010 Pg. 16 of 16 B001

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    B201-1 - CLEARING - OPSS 201

    201-1.1 GENERAL

    The removal of vegetation, usually, is the first operation performed in the

    construction of a highway and comes in 2 forms; clearing and close cut clearing.

    Clearing consists of the cutting of trees, brush and undergrowth at or below one-half

    metre (0.5 m) above the ground, and includes the removal and disposal of windfalls,

    felled timber, branches and other litter.

    Close cut clearing is the cutting of trees at ground level (i.e. leaving no stump) and is

    typically employed in areas where there will be no following grubbing operation.

    Where close cut clearing is substituted for clearing (as discussed in subsection

    B201-1.1.5) grubbing may be required as determined in CDED B201-3.

    Additionally, close cut clearing may be followed by stump removal by mechanical

    cutter as specified in CDED B 201-6.

    201-1.2 REFERENCES

    CDED B201-3 - Grubbing

    CDED B201-6 - Mechanical

    Landscape Planning Report

    Roadside Safety Manual

    201-1.3 TENDER ITEMS

    Clearing

    Close Cut Clearing

    201-1.4 SPECIFICATION

    The requirements for clearing and close cut clearing are contained in OPSS 201.

    201-1.5 SPECIAL PROVISIONS

    Refer to chapter `E' of this Manual to review applicable standard special provisions.

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    Fill-in special provisions are to be included in the contract documents according to

    their warrants for the following:

    i) Salvaging of trees for property sellers

    ii) Disposition of marketable timber from Crown Lands.

    201-1.6 STANDARD DRAWINGS - None

    201-1.7 DESIGN

    201-1.7.1 Environmental Considerations

    The value of vegetation is considered high enough to warrant saving the maximum

    number of trees possible, rather than follow the practice of completely removing all

    growth. In addition, other significant vegetative communities may be identified for

    protection. The Ministry would prefer to maintain a sizable specimen tree or

    established woodlot than replant with nursery stock. Also, vegetation retained on the

    right-of-way has value in minimizing construction impacts and in blending the

    reconstructed right-of-way with the adjacent landscape.

    Wholesale clearing is to be discouraged, and every effort made to preserve as many

    trees as possible, taking into account the cost involved and providing that they do not

    constitute a safety hazard and that their condition warrants their retention.

    A special effort should be made to save trees adjacent to private property, as they

    serve to screen the property from road traffic.

    These environmental concerns should be discussed with the Ministry's Environmental

    Section.

    201-1.7.2 Limits of Clearing

    The limits of clearing are established on a project specific basis, with the aim of

    providing a roadside landscape which will allow an economical maintenance

    program. Clearing should be limited to those areas of actual roadway construction

    and where the retention of existing natural growth is deemed undesirable.

    Removal of all growth to the right-of-way limits is required only where winter

    maintenance (snow storage) or the need for greater exposure to winter sunlight justify

    such extra width.

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    The designer should discuss the limits of clearing for each project with:

    i) Principle Landscape Architect, Design and Contract Standards Office

    ii) Regional Environmental Section

    iii) Regional Operations Office

    iv) Regional Geotechnical Office

    201-1.7.3 Advance Clearing

    Clearing may be scheduled ahead of the grading contract for the following reasons:

    a) To facilitate utility relocation, where only a small portion of the overall clearing

    needs to be done to accommodate the work, with the remainder of the clearing left

    as part of the grading contract.

    b) To provide winter work in areas of high unemployment.

    c) Where the area to be cleared is small.

    d) To avoid migratory bird nesting timing restrictions where trees need to be cleared

    to accommodate the work before the end of the bird nesting timing window.

    Advance clearing may be carried out by:

    a) The contractor - as a separate contract by tender

    b) Operational Services - if available for such work

    c) A utility company - for a utility relocation

    201-1.7.4 Clearing - Under Grading Contract

    Where clearing is part of the main grading contract, and there is insufficient lead time

    to relocate utilities in advance of construction possibly affecting the contractor's

    schedule of operations, clearing should be done by the Contractor as one of his first

    operations and a non-standard special provision is to be included in the contract to

    advise the Contractor of the staging requirements.

    Clearing of a minor nature may be done by Operational Services (check with the

    Regional Head of Operational Services regarding manpower needs and availability)

    and the work paid for out of Services (Sundry) funds (see Chapter 'D').

    201-1.7.5 Clearing for Utility Relocation

    Where clearing is done by a utility company to install or relocate a utility and the

    clearing is a Ministry requirement for other construction or for safety reasons, then the

    total cost of the clearing will be borne by the Ministry.

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    Where the Ministry requests the relocation of a utility to an area beyond the limits of

    clearing proposed under the contract, then the utility company shall pay half the cost

    of labour for such additional clearing.

    Where the utility company installs a new plant or relocates an existing plant within

    the Ministry right-of-way and no clearing or grading is scheduled in that area, then the

    utility company shall pay the total cost of labour for clearing.

    201-1.7.6 Clearing on Crown and Private Lands

    a) Crown Lands

    All timber cut on a right-of-way through Crown lands becomes the property of the

    Ministry who will, in due course, be invoiced by the Ministry of Natural

    Resources (MNR) for merchantable wood.

    Regional Planning and Design are required to notify the MNR of the proposed

    clearing or close cut clearing at least two months prior to the scheduled design

    completion date to allow sufficient time to organize a timber cruise. When

    notifying MNR, the following information should be forwarded:

    i) Commencement date of clearing operation

    ii) Whether clearing is to be done by contract or by Operational Services

    iii) Commencement date of construction operations

    iv) Plan of construction area

    The value of the timber will have been determined previously by the MNR from a

    timber cruise of the area. Following receipt of an invoice from the MNR, the

    Ministry will transfer the ownership of the timber to the Contractor by including

    the applicable standard special provision.

    b) Timber Licence

    The Regional Planning and Design Section is to enquire of the MNR whether

    timber rights (e.g. timber berth, registered mining claims, etc.) exist on Crown

    lands scheduled for clearing. This information is passed to the Contractor by

    means of a standard special provision.

    c) Timber Salvage on Private Lands

    All timber cut from privately owned lands purchased for right-of-way purposes

    becomes the property of the Contractor, unless property purchase agreements

    specify otherwise.

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    The Regional Design Office must check with the Property Section for timber

    salvage information and provide details of same in the contract drawings (see

    Subsection 201-1.9 Documentation) and in the contract documents (see

    Subsection 201-1.5 Special Provisions).

    201-1.7.7 Selective Clearing

    Selective clearing is normally carried out after the general contract using Operational

    Services, with funds established under "Services (Sundry)" (see Chapter 'D').

    Areas for selective clearing are detailed on the construction drawings outside (and

    usually adjacent to) the limits of "contract" clearing. These areas are normally

    protected by a barrier and denoted as "Areas (or trees) to be retained".

    As there are no clearing quantities to be computed for this operation, the work of the

    designer is limited to:

    a) Liaison with:

    i) Principle Landscape Architect, Design and Contract Standards Office

    ii) Regional Environmental Section

    iii) Regional Operations Office

    iv) Utility Co-ordinator

    in order to determine the need for tree retention areas and selective clearing;

    b) Presenting tree retention areas on construction drawings, with suitable notes, and

    distributing copies to those concerned, for comments;

    c) Providing the appropriate OPSS 801 for Tree Protection;

    d) If needed, generating a tender item "Barrier for Tree Protection" and computing

    quantities.

    201-1.7.8 Areas of Clearing

    Areas which are to be included in the clearing item are as follows:

    a) Areas within the right-of-way required for construction, including corners of

    intersections where growth may obstruct visibility.

    b) Curves where visibility is a problem.

    c) Areas recommended for clearing in the Landscape Planning Report.

    d) Areas required to construct detours.

    e) Areas required to construct stream diversions sideroads, entrances, etc.

    f) Areas required to construct ditches within the right-of-way and on areas of limited

    interest.

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    g) Areas required to accommodate utility relocation within the right-of-way or on

    areas of limited interest.

    h) Areas with fruit trees on MTO right-of-way in Southern Ontario.

    i) Areas within the roadside clear zone. (See the Roadside Safety Manual)

    j) Areas for the disposal of surplus materials within MTO right-of-way.

    k) Embankments up to and including 1.2 m in height.

    Areas cleared, but not included in this item are:

    a) Borrow pits.

    b) Access roads.

    c) Haul roads.

    Areas or work covered by other tender items where clearing is paid for as part of the

    work of that tender item, such as fencing in wooded areas not designated for clearing.

    When the clearing item is small and there is a close cut clearing item in the contract, it

    may be more practical to indicate close cut clearing only, and to include grubbing

    where required. When both clearing and close cut clearing are large, the clearing item

    could be eliminated, but only where experience has shown that separate items would

    not result in cost savings.

    201-1.7.9 Areas of Close Cut Clearing

    Close cut clearing will be prescribed for areas where grubbing is considered

    unnecessary or undesirable, such as those:

    a) Under embankments higher than 1.2 metres.

    b) Where grubbing operations could damage fences, building foundations or

    underground utilities (not requiring relocation);

    c) Where a matted surface (roots, etc.) provides slope stability;

    d) In swamps, where grubbing could rupture the matted surface;

    e) Where roots left in place would not interfere with construction or maintenance

    operations.

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    201-1.8 COMPUTATION

    These are Plan Quantity Payment items.

    201-1.8.1 Source of Information

    The main sources of information for the computation of the tender item "Clearing"

    and Close Cut Clearing are the field survey notebooks (see Fig. B201-1-1) and

    available plans (B Plans; ETR Books; Photogrammetry Contour Plans).

    201-1.8.2 Clearing by Area

    The unit of measurement for clearing by area is the hectare (ha).

    Clearing by area may comprise areas of solid bush, trees in clumps and rows, or

    individual trees, all of which are computed in square metres.

    Clearing quantities are computed from details recorded in the field survey notebooks,

    or, if not available, by scaling available plans in square metres.

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    201-1.8.3 Clearing of Trees

    On suitable projects where the number of trees to be cleared is minimal and there is

    no other clearing by area (hectare), the clearing calculation may be based on the total

    number of trees greater than 100 mm diameter to be removed, under the unit "each":

    The diameter of each tree is determined by measuring its girth at a height of

    1.3 metres and recording its diameter; the information being found in the field survey

    notebooks.

    Those trees which are to remain within the construction area should be suitably

    marked by the contractor or by Operational Services.

    Do not refer to this operation as "Selective Clearing (see Section 201-1.7.7).

    201-1.9 DOCUMENTATION

    201-1.9.1 Contract Drawings

    Where clearing areas are extensive, they are shown on the removal drawings.

    However, where clearing is minor, they may be placed on construction drawings,

    providing they do not obstruct the construction details.

    Areas identified where timber is to be cut and remain on the property of the property

    seller shall be shown on the Removal drawings.

    If specific trees are to be retained in an area of clearing, the areas should be shown on

    the Removal Drawings, with the note - "....... to be retained". The outline of the treed

    area or individual trees to be retained should be shown also on the construction plans

    in full intensity.

    Prints should be sent to the Principle Landscape Architect for identification of

    clearing and subsequent refurbishment, the Regional Environmental Unit for review

    by the environmental planner, and the utility co-ordinator to identify clearing and

    trees to be saved during construction and utility relocation.

    201-1.9.2 Contract Documents

    Areas to be cleared are to be entered onto the Quantities - Miscellaneous 1 sheet in

    square metres by station location. The position information must clearly indicate the

    extent, by centre-line offset, of each individual area to be cleared since this

    information will be used for layout & verification purposes during construction.

    Quantities, in hectares, are automatically calculated and then totalled at the bottom of

    the column.

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    Diagrams may be drawn on the Removals sheet to indicate partial clearing in solid

    bush areas. Where entire bush areas are to be cleared, diagrams are not necessary as

    this type of situation can be described adequately by chainage and offset.

    Quantity sheets produced which precludes sketching, may have 350 meter quantity

    summaries as long as removal drawings and separate quantity calculations are

    provided.

    Where rows of trees to be removed are denoted by a single chainage, offsets to both

    the beginning and end of the row are required (e.g. Sta. 16 + 473 - 4.1 m Lt. to 25.6 m

    Lt.).

    It is important that quantities shown on the Quantity sheet have a degree of accuracy

    sufficient to be used in the contract as the final payment quantities.

    Clumps of single trees are documented by combined spread and area rather than as

    single trees.

    201-1.9.3 Documentation Accuracy

    Chainage Stations: One-tenth of a metre (0.1m)

    Chainage offsets: One-tenth of a metre (0.1m)

    Areas in square metres: One square metre (1.0 m)

    Areas in hectares: One hundredth of a hectare (0.01 ha)

    In calculating areas, work to one extra place of decimals and record to the accuracy

    shown above.

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    May 2013 Page 1 of 3 B201-3

    B201-3 - GRUBBING - OPSS 201

    201-3.1 GENERAL

    Grubbing consists of the removal and disposal of all stumps, roots, embedded logs,

    debris and second growth, with the operation usually being performed immediately

    following, and as part of, the same contract as clearing or close cut clearing.

    Where the right-of-way, or a portion thereof, has been previously cleared or close cut

    cleared (under a separate contract, or by Operational Services), the Contractor will,

    under the item "Grubbing", clear, remove and dispose of all second growth, brush and

    debris from those areas designated for grubbing.

    When grubbing requirements are minor, the work may be done by Operational

    Services, with funds provided from 'Services (Sundry)' - (see Chapter 'D').

    Surface boulders lying within areas designated for grubbing are removed as part of the

    work of grubbing, except those one cubic metre (1.0 m) or larger in volume which

    are removed under the item "Rock Excavation (Grading)". For treatment of boulders

    see section CDED B201-4.

    201-3.2 REFERENCES

    CDED B201-1 - Clearing

    CDED B201-4 - Removal of Boulders

    CDED B206-1 - Earth Excavation (Grading)

    CDED Chapter D - Services and Acquisition - Construction

    201-3.3 TENDER ITEMS

    Grubbing

    201-3.4 SPECIFICATION

    The requirements for grubbing are contained in OPSS 201.

    201-3.5 SPECIAL PROVISIONS

    Refer to chapter `E' of this Manual to review applicable standard special provisions.

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    201-3.6 STANDARD DRAWINGS - None

    201-3.7 DESIGN

    201-3.7.1 Limits of Grubbing

    Fig. B201-2-1 in CDED B201-1 shows in principle the application of grubbing.

    The designer should discuss the limits of grubbing for each project with:

    The Regional Maintenance Office

    The Regional Construction Office

    The Utility Co-Ordinator

    The Regional Environmental Section

    201-3.7.2 Grubbing and Advance Grubbing for Utility Relocation and Fencing

    Grubbing operations, including advance grubbing, for utility relocations and fencing

    are governed by the same principles outlined in CDED B201-1.

    201-3.7.3 Areas of Grubbing

    Areas to be grubbed are:

    a) Excavation areas (except swamp excavation);

    b) Under low embankments - up to and including 1.2 metres in height;

    c) Offtake ditches and watercourse corrections.

    Where swamp excavation is required, embedded low stumps, etc. will be removed as

    part of swamp excavation (see CDED B206-1).

    201-3.7.4 Disposal of Debris

    Debris from grubbing operations may be disposed of both on and off the right-of-way.

    In bush areas, debris such as stumps, roots, earth, usually is pushed onto adjacent

    private or Crown lands under agreement with the owner or Ministry of Natural

    Resources respectively, and with the approval of the Ministry of the Environment; all

    arrangements for disposal being the responsibility of the Contractor. Alternatively,

    debris may be pushed to the back of the right-of-way and, in suitable areas,

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    May 2013 Page 3 of 3 B201-3

    incorporated into the flattening of sideslopes, but in no case will it be disposed of

    within embankments.

    Surface litter and second-growth material may be burned on the right-of-way, under

    those conditions stated in CDED B201-1.

    In rare cases, debris may require hauling off the right-of-way, to disposal sites

    arranged for by the Contractor.

    201-3.8 COMPUTATION

    These are Plan Quantity Payment items.

    Computation procedures for grubbing are the same as those for clearing (see CDED

    B201-1).

    201-3.9 DOCUMENTATION

    Documentation procedures for grubbing are the same as those for clearing (see CDED

    B201-1).

    201-3.9.1 Documentation Accuracy

    Chainage Stations: One-tenth of a metre (0.1m)

    Chainage offsets: One-tenth of a metre (0.1m)

    Areas in square metres: One square metre (1.0 m)

    Areas in hectares: One hundredth of a hectare (0.01 ha)

    In calculating areas, work to one extra place of decimals and record to the accuracy

    shown above.

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    B201-4 - REMOVAL OF BOULDERS - OPSS 201

    201-4.1 GENERAL

    The removal of boulders includes the disposal of both surface and piled boulders.

    Surface boulders are defined as boulders or rock fragments that measure 200 mm or

    greater in any one dimension, above original ground, and can be removed without

    excavation.

    Piled boulders are defined as any cobbles, boulders, or rock fragments that have been

    placed in fencerows or piles.

    Boulders or rock fragments one cubic metre (1.0 m) or larger are not part of this

    tender item, but are removed under the item "Rock Excavation (Grading)", or, if there

    is no such item, as a Change in the Work.

    201-4.2 REFERENCES - None

    201-4.3 TENDER ITEMS

    Removal of Surface Boulders

    Removal of Piled Boulders

    201-4.4 SPECIFICATION

    The requirements for the removal of surface and piled boulders are contained in

    OPSS 201.

    201-4.5 SPECIAL PROVISIONS

    Refer to chapter `E' of this Manual to review applicable standard special provisions.

    201-4.6 STANDARD DRAWINGS - None

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    201-4.7 DESIGN

    201-4.7.1 Removal of Surface Boulders

    Surface boulders are designated for removal only where they would interfere with

    construction or the intended level of maintenance, or where they could become a

    traffic hazard. Surface boulders in areas of close cut clearing do not require removal,

    unless they interfere with construction.

    Where surface boulders occur in fill sections exceeding 1.0 m in height then the

    boulders could remain in place.

    This item is used when surface boulders to be removed are located beyond areas to be

    grubbed.

    Surface boulders within grubbing areas are removed as part of grubbing operations

    and paid for under the item "Grubbing". No designation or quantity for surface

    boulders is indicated on the contract drawings or quantity sheets, in this instance.

    Where a surface boulder area lies partly within an area to be grubbed, only that

    portion outside the grubbed area is calculated as removal of surface boulders; the

    remainder will be removed under the grubbing operation, as described above.

    201-4.7.2 Removal of Piled Boulders

    Piled boulders are removed only where they interfere with construction; fence

    erection; the intended level of maintenance, or would create a hazard to traffic.

    Piled boulders (total quantity greater than 100 m), both within and beyond grubbing

    areas, are included in the tender item "Removal of Piled Boulders", regardless of

    whether the work is done before or during the grubbing operation. (For a total

    quantity smaller than 100 m, see subsection 201-4.8.3).

    Boulders in piles or fencerows within areas of surface boulder removal are also

    removed as part of the item "Removal of Piled Boulders".

    No deduction of areas covered by boulders in piles and fencerows are made from any

    areas designated for grubbing or removal of surface boulders.

    201-4.8 COMPUTATION

    When measured, these are Plan Quantity Payment items.

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    Lump sum payment may be used for these items when locations are well defined the

    quantity is small and it is unlikely that the quantity will vary.

    201-4.8.1 Source of Information

    The main sources of information for the computation of the tender item "Removal of

    Surface Boulders" are the field survey notebooks and the Geotechnical Report.

    The main sources of information for the computation of the tender item "Removal of

    Piled Boulders" are the field survey notebooks and ETR (Engineering and Title

    Records) Plans (or contour plans).

    201-4.8.2 Methods of Calculation

    The basic unit of measurement for the removal of surface boulders is the hectare (ha).

    The areas of surface boulders to be removed under this tender item are calculated

    initially from the field survey notebooks in square metres (m2), summarized on the

    Quantity Sheets and converted to hectares.

    The basic unit of measurement for the removal of piled boulders is the cubic metre

    (m).

    201-4.8.3 Small Quantities

    Small quantities of surface boulders (up to 0.20 ha) and/or piled boulders (100 m or

    less), beyond grubbing areas requiring removal may be included as part of other work

    such as "Earth Excavation Grading". A special provision is required to include these

    removals with the other work, and the extent of piled boulder removals must be

    shown on the contract drawings.

    Small quantities within grubbing areas, if not designated on the contract drawings for

    removal under a separate tender item, are removed as part of the grubbing operation,

    as specified in OPSS 201; a special provision is not required.

    201-4.9 DOCUMENTATION

    201-4.9.1 Surface Boulders

    Boulder-strewn areas do not normally require demarcation on contact drawings unless

    the area is very irregular and difficult to describe. Areas requiring the removal of

    surface boulders within grubbing areas are designated as grubbing on the Quantity

    Sheets, and not as removal of surface boulders.

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    The calculated surface boulder areas are detailed on the Quantity Sheet. Entries are

    listed by station and offset at each location where surface boulders (beyond grubbing

    areas) are to be removed. All areas are totalled and the tender total transferred to the

    Tender document.

    When lump sum payment is chosen, the quantities are indicated on the Quantity Sheet

    at each location where surface boulders are to be removed, as described above.

    201-4.9.2 Piled Boulders

    Piled boulders are shown on the plans using a hand-drawn symbol, and appropriately

    labelled (e.g. "1.5 m Boulder Pile" or "0.5 m Fencerow"). The calculated quantities

    are detailed on the Quantity Sheets. Entries are listed by station and offset at each

    where piled boulders are to be removed.

    All quantities are totalled on the Quantity Sheet and the total transferred to the Tender

    documents.

    When piled boulders quantities are small and removed under lump sum payment or as

    part of other work, the locations are indicated on the contract drawings and entered on

    the Quantity Sheet, listing each location and quantity where piled boulders are to be

    removed.

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    B201-6 - MECHANICAL STUMP CUTTING - OPSS 201

    201-6.1 GENERAL

    Stump removal using a mechanical cutter is a chipping operation whereby tree stumps

    are removed to a depth of 0.15 m below the surrounding area, leaving the root

    systems undisturbed.

    Under this tender item, only those stumps 150 mm diameter and greater are

    considered for stump removal by mechanical cutter.

    For innumerable small trees, those less than 150 mm diameter, close cut clearing is a

    more practical and acceptable means of removing hazards or improving aesthetics.

    201-6.2 REFERENCES

    CDED B201-1 - Clearing

    201-6.3 TENDER ITEMS

    Mechanical Stump Cutting

    201-6.4 SPECIFICATION

    The requirements for grubbing are contained in OPSS 201.

    201-6.5 SPECIAL PROVISIONS

    Refer to chapter `E' of this Manual to review applicable standard special provisions.

    201-6.6 STANDARD DRAWINGS - None

    201-6.7 DESIGN

    201-6.7.1 Areas of Stump Removal by Mechanical Cutter

    Following are typical conditions under which stump removal by mechanical cutter is

    considered desirable:

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    a) In urban areas, beyond grading limits, where grubbing is an unwarranted expense

    and regular mowing a necessity;

    b) Areas where underground utility installations are liable to damage from grubbing

    operations;

    c) Areas where grubbing operations may affect culverts, or undermine buildings,

    sidewalks, pavement or shoulders;

    d) Following clearing or close cut clearing - to remove hazards, permit mowing or to

    improve aesthetics, without having to remove entire root systems, as is the case in

    grubbing operations.

    201-6.8 COMPUTATION

    This is a Plan Quantity Payment item.

    Computation procedures for mechanical stump cutting are the same as those for

    clearing (see CDED B201-1) except that the unit of measurement is "each", and all

    stumps removed, regardless of size, are included in one tender item..

    201-6.9 DOCUMENTATION

    Documentation procedures for mechanical stump cutting are the same as those for

    clearing (see CDED B201-1).

    All stumps to be removed must be so designated on the contract drawings.

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    206-1 - EARTH EXCAVATION (GRADING) - OPSS 206

    INDEX

    206-1.1 GENERAL

    206-1.1.1 Classification of Earth Materials

    a) Earth Overburden b) Boulders and Fragmented Rock in Earth Cuts c) Fragmented Rock and Weathered Rock d) Granular Deposits

    206-1.1.2 Tender Item 206-1.1.3 Other Excavation Tender Items 206-1.1.4 Specifications 206-1.1.5 Special Provisions 206-1.1.6 Standard Drawings

    206-1.2 COMPUTATION

    206-1.2.1 Source of Information

    A. Design Criteria B. Survey Information C. Soils Profile D. Reports E. Field Review

    206-1.2.2 Components of Earth Excavation (Grading)

    A. Stripping

    a) in Cuts (not required if earth is waste, and no topsoil is required) b) in Fills (i) under Fills 1.2 m or less in Height (ii) under Fills more than 1.2 m in Height c) in Areas to be Grubbed d) in Swamps (not required in swamp displacement areas) e) in Areas of Pavement Widening f) of Sideslopes Prior to Benching

    B. Earth Cut for Roadways, Interchanges, Detours, Sideroads, Entrances and Sidewalks

    a) Excavation for Transition Point Treatment

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    b) Widening of Existing Roadbed c) Excavation for Widening in Cuts d) Frost Treatment e) Excavation below Subgrade

    C. Earth Excavation for Ditching and Watercourse Correction

    a) Ditching b) Watercourse Correction

    D. Swamp Excavation

    a) Removal by Excavation or Gravity Displacement b) Excavation for Culverts c) Use of Geotextiles

    206-1.2.3 Utilization of Excavated Materials

    a) Embankment Construction (Earth Fill) b) Stripping Backfill c) Stripping Backfill in Grubbing Areas d) Backfill below Subgrade e) Frost Heave Backfill f) Swamp Backfill (Earth) g) Benching of Earth Slopes h) Use of Surplus or Unsuitable Material

    206-1.2.4 Disposal of Surplus Material

    206-1-2-5 Methods of Calculation

    a) Cross Sections b) Forms c) Mass Haul Diagram

    206-1.3 DOCUMENTATION

    A. Contract Drawings B. Contract Documents

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    206-1 - EARTH EXCAVATION (GRADING) - OPSS 206

    206-1.1 GENERAL

    This section deals with the excavation, haulage, placement and compaction, and disposal of earth material, as classified in OPSS 206. Earth excavation, usually, is the main component of highway construction, and includes grading for sideroads, entrances, ditches, detours, etc.

    206-1.1.1 Classification of Earth Materials

    The following materials, when encountered during grading operations, usually are treated the same as earth, and are included in the tender item "Earth Excavation (Grading)":

    a) Earth Overburden

    Stripping and Earth Cut quantities originating from earth overburden on rock formations are estimated and treated as earth excavation in accordance with the Regional Geotechnical Section's recommendation.

    b) Boulders and Fragmented Rock in Earth Cuts

    The treatment of boulders and fragmented rock smaller than 1.0 m3encountered in earth cuts is normally stipulated in the Geotechnical Report and, unless otherwise directed, they are dealt with as per Ontario Provincial Standard Drawings.

    c) Fragmented Rock and Weathered Rock

    Quantities of fragmented rock, smaller than 1.0 m3, excavated from existing road embankments or cuts will be included in "Earth Excavation (Grading)" quantities.

    Certain rock deposits such as shale may be designated as earth to the bottom of excavation or to a designated pay line, below which it would be classified as solid rock.

    d) Granular Deposits

    Any granular or select subgrade material deposits which meet the requirements of OPSS 1010, when obtained from within the right-of-way, is paid for as "Earth Excavation (Grading)". Relevant estimating procedures and rates such as those for compaction, water, etc. apply equally to granular material.

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    206-1.1.2 Tender Item

    The tender item associated with highway grading in earth is:

    Earth Excavation (Grading)

    and includes material from the following operations:

    Stripping in Cuts Stripping under Fills Earth Cut/Fill - roadway ) - side ditches ) - transition points ) - sidewalks ) Integral with - widening ) roadway Section - entrances ) - frost heaves ) - excavation below subgrade) Ditching - catch - interceptor - intake/offtake Swamp Excavation - roadway ) combined quantity - culverts ) Watercourse Correction Frost Heaves, isolated Sidewalks, isolated Commercial Entrances

    The benching of existing sideslopes for roadbed widening in fills is a construction operation only; it is not to be computed for inclusion in this tender item.

    206-1.1.3 Other Excavation Tender Items

    Excavation for the following is not carried out under the item "Earth Excavation (Grading)", but under separate tender items and governing OPS Specifications:

    Pavement Widening (linear measurement) Pipe Culverts Sewers, Manholes, Catchbasins, Ditch Inlets Subdrains Structures

    These items are detailed elsewhere in this Chapter.

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    206-1.1.4 Specifications

    Details of the work of Earth Excavation (Grading) are contained in the following OPS Specifications:

    OPSS 206 Grading General 209 Swamp Treatment 316 Expanded Polystyrene 351 Concrete Sidewalk

    206-1.1.5 Special Provisions

    The designer should investigate to determine whether Standard Special Provisions are required to be included in the contract.

    206-1.1.6 Standard Drawings

    To establish the physical limits on which to base quantities the designer should become familiar with the "Ontario Provincial Standard Drawings" - 200 Series.

    The designer may be required to develop typical sections or modify existing standard drawings for specific situations, such as:

    Sideroad Intersections Commercial Entrances Private Entrances Design of Open Channels

    and should consult the following manuals, where appropriate:

    Geometric Design Manual Commercial Access Manual Drainage Manual

    206-1.2 COMPUTATION

    This is a Plan Quantity Payment item.

    In computing earth quantities - cut and fill - the designer will subtotal the figures every 350 m along the highway, and also on service roads, sideroads, detours, ramps and entrances where the length justifies such a breakdown. Each subtotal will constitute a single-line entry on the "Quantities - Grading" sheet.

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    Where stage construction is proposed, quantities must be considered on a stage basis, as material excavated in one stage may not be available for fill purposes in a later stage. Separation of quantities may also be required for left and right sides of a widening project.

    206-1.2.1 Source of Information

    A. Design Criteria

    This document contains the approved parameters governing the alignment and cross-section of the main roadway in a project.

    B. Survey Information

    Field notes are produced by survey crews, and provide details of existing surface features on the main roadway, sideroads and entrances, as well as data for the new horizontal and vertical alignments.

    Cross-sections are recorded by survey crews, using rod and level, for plotting either manually or by machine. Surveys and Plans Office also provide cross-sections obtained by means of aerial photography.

    C. Soils Profile

    The Soils Profile shows the existing groundline, the proposed vertical alignment and the existing drainage data. Also shown are the relevant soils data and grading and granular base recommendations specified by the Regional Geotechnical Section.

    D. Reports

    A number of reports contain data needed by the designer to establish cross-sections upon which cut and fill quantities will be based. These reports are:

    Geotechnical Report (Pavement Design Report) Preliminary Design Report Environmental Assessment Report Foundations Report

    E. Field Review

    206-1.2.2 Components of Earth Excavation (Grading)

    A. Stripping

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    Stripping consists of the removal of the upper layer of soil, which is predominantly organic and generally known as topsoil. It differs from the underlying material in that it is unsuitable for the construction of embankments - within the load supporting area of the 1:1 slope of the fill while, at the same time, it needs to be treated as a valuable commodity, to be stockpiled for later use in the contract as topsoil on graded areas, prior to seeding or sodding.

    The depths of required stripping under fills and in cuts, also the percentage of stripping considered as suitable for use as topsoil, will be as recommended by the Regional Geotechnical Section, based on soils investigations and published in the Geotechnical Report.

    (a) Stripping in Cuts

    Cut stripping occurs when the subgrade is below the bottom of the stripping depth.

    Topsoil is to be removed for the full width of the cut to the depth recommended in the Geotechnical Report. In the absence of any recommendation, a depth of 0.15 m is to be used.

    It is not necessary to manually deduct the stripping areas beyond excavation backslopes from the computerized stripping areas.

    (b) Stripping under Fills

    (i) Stripping under Fills 1.2 m or less in height.

    The height of fill is defined as the vertical distance between the top of granular base and the ground line.

    Fill stripping occurs when the subgrade is above the bottom of the stripping depth.

    The width of stripping under shallow embankments coincides with the width of the proposed embankment,i.e. toe to toe of slope. This does not include areas under embankments due to slope flattening.

    Topsoil is to be removed to the depth recommended in the Geotechnical Report. In the absence of such recommendation, a depth of 0.3 m is to be used.

    (ii) Stripping under Fills more than 1.2 m in height

    Stripping is not required under fills higher than 1.2 m unless there is a shortage of topsoil, in which case the

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    height limitation may be waived and the stripping area extended, rather than resorting to the more expensive operation of importing topsoil.

    (c) Stripping in Areas to be Grubbed

    Stripping is calculated for all areas to be grubbed within the grading limits. Excavated material is considered lost and not available for further use.

    The depth of stripping in grubbing areas is that recommended by the Regional Geotechnical Section or 0.3 m, whichever is the greater.

    (d) Stripping in Swamps

    Stripping is not calculated in areas where swamp excavation or displacement is required.

    (e) Stripping in Areas of Embankment Widening

    In areas of reconstruction requiring embankment widening, stripping of previously constructed slopes is estimated using a depth of 0.15 m, or as recommended in the Geotechnical Report.

    (f) Stripping of Sideslopes Prior to Benching

    Although benching of sideslopes is not a measured quantity, stripping is computed over the benched area to the depth recommended in the Geotechnical Report. If no depth is recommended, a depth of 0.15 m is to be used.

    Note: On projects where all of the excavated earth is unsuitable for embankment construction, or where there are no embankments to be constructed, and there is no need to salvage stripping material for topsoiling, then stripping over cuts need not be computed.

    B. Earth Cut for Roadways, Interchanges, Detours, Sideroads, Entrances and Sidewalks.

    Earth Cut is material classified as earth as per OPSS 206, and which is excavated from below the stripping down to s