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Table R1. Steps in the Project Development Process and their Main Activities
Step Main Activities
System Conduct diagnostic studies of urban mobility and land use
planning Develop an integrated urban mobility strategy
Identify priority corridors and define the needs and requirements of
individual projects based on the long-term vision of the metropolitan
region and its development
Corridor Generate investment alternatives
planning Identify possible solutions in response to the needs of the corridor, scope
of the investments, and any other constraints
Confirm that these alternatives can be economically and sustainably
delivered and are aligned with the integrated urban mobility strategy
Analyze investment alternatives and select a preferred alternative
Assess and select the most appropriate and cost-effective investment
alternative that delivers on the interests of diverse stakeholders
Conduct high-level environmental and social analysis
Decide whether or not to pursue urban rail as the preferred alternative
Preliminary Initiate development of the urban rail project
design Put in place the systems to manage the project budget, schedule, and
staffing
Undertake surveys to reduce or eliminate major project uncertainties
through extensive geotechnical and site investigations, development of
land acquisition plans, and development of utility diversion and
protection plans
Assess the social, environmental, health, and safety impacts and risks
related to the project and develop systems and plans for their
management and mitigation
Identify and analyze options for project procurement and delivery,
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Step Main Activities
including contract packaging and pricing
Select the preferred option
Detailed Produce a design that underpins tender-ready cost, time, resource, and
design risk estimates commensurate with the chosen method of project delivery
Conduct additional studies of project integration with urban
development and other transportation modes at the detailed (station)
level
Detailed Receive all necessary permitting and approvals for awarding a contract
design and for initiating construction, including final designs, land titles, and
(continued) utility relocation plans
Procurement • Arrange for financing (may be part of the delivery method in public-
and financing private partnership schemes)
• Implement the project delivery method, contract pricing mechanism,
procurement method, and bidding procedures for the project
• Select the highest ranked project proposal(s) and award the contract(s)
• Meet conditions for financial close
Construction Build infrastructure
Manage all contracts for civil and electromechanical works and rolling
stock
Oversee construction of the urban rail system to the specifications of the
design and in accordance with project budget and schedule
Conduct testing and pre-operations
Test the system to ensure operations in accordance with design
If applicable, transfer asset responsibility from the project team to the
operator
Set up any contingencies or warranties at start of defect liability period
Operations Operate the urban rail system
and Conduct service planning and provide service that is safe, reliable, and
maintenance meets the needs of users
Maintain the assets to support the longevity of the system
Project closeout (at end of defect liability period, usually two to three years
after start of operations)
Settle contractual accounts
Formally close the project and its support systems
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