Maryland’s official public-private partnership record, the conformed Second Amendment within the Fifth Amendment, the Sixth Amendment, and a dated state transportation report.
Why this project is in the CFIG demonstration set
Primary CFIG capability
Commercial reconstruction, continuity control, and replacement procurement.
Decision sweet spot
During the 2020 settlement and before the replacement design-build contract reset price, schedule, and risk.
Client payoff
Preserves leverage, clarifies responsibility, and supports a faster, better-documented recovery path.
This is an independent historical demonstration built from public records. It does not claim CFIG worked on, advised, or was endorsed by the project.
One condition. One decision path. Three usable outputs.
The delivery system had to keep the project alive while duties, work control, price, schedule, and design-build responsibility were being reassigned.
Primary evidence spine
WHAT THE SOURCE SAYS
Fifth Amendment to the Purple Line Public-Private Partnership Agreement — conformed Second Amendment
Physical PDF pages 7–10, document pages 1–4, Sections 2 and 7.16.1–7.16.3.
“initiate ... a solicitation process for the ultimate identification and selection of a replacement Design-Build Contractor”
PLAIN-LANGUAGE TRANSLATION
The project needed a new builder, so the parties created a formal selection path while the agreement stayed alive.
What was reviewed—and what remains outside the claim
The register names each public record used here. “Targeted” means the listed project sections were reviewed for this demonstration. It does not mean every linked attachment or all project files were reviewed.
| ID | Original document and exact area | Coverage used | Status | Public source |
|---|---|---|---|---|
| S1 | Purple Line P3 public record page Official index of the executed agreement and seven amendments. | Document index, amendment sequence, and public access checked. | VERIFIED | Open original sourceCLICK HERE |
| S2 | Fifth Amendment with conformed Second Amendment 24 pages; settlement continuation, suspended duties, interim work, and replacement selection. | Targeted Sections 2, 7.16, and replacement-selection terms. | VERIFIED | Open original sourceCLICK HERE |
| S3 | Sixth Amendment to the P3 Agreement 6 pages; April 12, 2022 execution, new baseline attachments, and conditions before effectiveness. | Execution recitals, attachments, and effectiveness gate reviewed. | VERIFIED | Open original sourceCLICK HERE |
| S4 | Maryland FY 2026–FY 2031 Consolidated Transportation Program Dated program status and late-2027 opening forecast. | Purple Line program section reviewed. | SUPPORTING | Open original sourceCLICK HERE |
Explore the Purple Line across all eight phases
The public amendments give detailed evidence of the settlement and replacement transition. Other phases remain available with their narrower evidence boundaries.
Land / Site Acquisition
Evidence reviewed: The public-private partnership defines owner access and right-of-way obligations. This portfolio did not review every parcel, acquisition, or third-party agreement.
Decision use and limit: Carry unresolved access duties into the replacement baseline, while reserving parcel-specific conclusions for land records.
Planning / Project Definition
Evidence reviewed: The official partnership describes a light-rail project with design, construction, financing support, and later operation and maintenance obligations.
Decision use and limit: Keep the service objective, scope, ownership, and concession duties visible through a contract reset.
Design / Preconstruction
Evidence reviewed: The amendments refer to technical provisions, existing work, and baseline-condition material. They are not a complete independent review of all design drawings.
Decision use and limit: Inventory accepted, incomplete, or disputed design and existing work before the replacement team relies on them.
Contract / Procurement
Evidence reviewed: The conformed Second Amendment in the executed Fifth Amendment specifies replacement design-builder selection, information access, suspended duties, and conditions for new contracts and financing.
Decision use and limit: Map the approval sequence, procurement criteria, document custody, and transferred duties before selecting and mobilizing a replacement.
Guaranteed Maximum Price / Cost Formation
Evidence reviewed: The amendment structure addresses interim cost allocation, replacement price and funding conditions. The reviewed records do not establish a guaranteed maximum price or a complete final cost.
Decision use and limit: Normalize replacement bids and exclusions, existing-work risk, contingency, and financing conditions for a documented decision.
Construction / Project Controls
Evidence reviewed: The agreement suspends selected obligations during replacement selection and addresses interim work and new-baseline conditions. It is not a complete field progress audit.
Decision use and limit: Separate pre-transition work, interim owner-controlled work, and replacement work in the schedule and control record.
Changes / Claims / Disputes
Evidence reviewed: The conformed amendment records the withdrawn termination and default notices, continuation of the agreement, settlement structure, and replacement arrangements. It does not decide legal entitlement for every asserted delay or claim.
Decision use and limit: Preserve dated causation, notice, release, and responsibility evidence across the handoff.
Closeout / Warranty / Operations
Evidence reviewed: The partnership calls for later operation and maintenance. The reviewed amendment and dated transportation record do not amount to a final warranty, closeout, or operating-performance audit.
Decision use and limit: Define acceptance and long-term handoff records without asserting a completed final outcome from this source set.
The eight CFIG lifecycle phases
A phase may be evidence-supported, supporting, or requirements-only. No blank phase is presented as completed field proof.
| Phase | Coverage status | Project evidence | CFIG use |
|---|---|---|---|
| 1. Land and Site Acquisition | SUPPORTING | Corridor and owner access duties appear in the P3 structure; full parcel corpus not reviewed. | Carry access and third-party constraints into causation and the new baseline. |
| 2. Planning and Project Definition | EVIDENCE-SUPPORTED | Public-private partnership purpose, 16-mile system, and full delivery scope. | Keep service outcome, scope, funding, and delivery duties aligned. |
| 3. Design and Preconstruction | EVIDENCE-SUPPORTED | Technical provisions, existing-work narratives, and baseline-condition attachments were amended. | Freeze what was complete, defective, open, or transferred. |
| 4. Contract and Procurement | EVIDENCE-SUPPORTED | Original P3, settlement amendments, and formal replacement design-builder selection. | Map clause changes and run a controlled replacement competition. |
| 5. Guaranteed Maximum Price, Cost Formation, and Purchasing | EVIDENCE-SUPPORTED | Interim cost allocation, lump-sum fixed-price goal, new financing, and approvals. | Normalize price, exclusions, old-work risk, schedule, and finance conditions. |
| 6. Construction and Project Controls | EVIDENCE-SUPPORTED | Suspended duties, owner interim management, work narratives, and revised baseline schedule. | Separate interim work from the restart baseline and assign controls. |
| 7. Changes, Claims, Disputes, and Commercial Resolution | EVIDENCE-SUPPORTED | Termination/default notices, settlement, mutual release, amendments, and preserved commercial structure. | Reconstruct cause, relief, payment, and responsibility without giving legal opinions. |
| 8. Closeout, Warranty, Audit, and Final Resolution | ONGOING / DATED | Current program reports show the project remains active with a late-2027 public forecast. | Maintain dated claims and readiness status; do not claim final outcome early. |
Source language beside plain language
MPL-01The agreement survived, but the original delivery path did notCONTRACT CONTINUITY
WHAT THE SOURCE SAYS
Fifth Amendment / conformed Second Amendment
“the Agreement shall continue in full force and effect”
Physical PDF page 7, document page 1, Section 2.
PLAIN-LANGUAGE TRANSLATION
The main public-private agreement stayed alive even though the old builder path had broken.
Condition Found
Contract continuity and work continuity were different questions.
Significance
A live agreement can still have suspended duties and missing delivery capacity.
Lifecycle Effect
Claim → Settlement → Interim management → Replacement procurement.
Decision Window
Before the 2020 settlement terms were locked.
CFIG Intervention
Use the Risk Allocation and Relief Matrix.
Responsible User
Owner, concessionaire, legal, commercial, and finance teams.
Consequences of Taking No Action
Parties can rely on duties that were suspended or changed.
Expected Benefit
Current responsibility and available relief stay clear.
MPL-02Replacement selection became a new critical pathPROCUREMENT / SCHEDULE
WHAT THE SOURCE SAYS
Fifth Amendment / conformed Second Amendment
“selection and evaluation criteria shall be focused on factors that may include capacity, capability, schedule, and rate structure”
Physical PDF page 9, document page 3, Section 7.16.3.
PLAIN-LANGUAGE TRANSLATION
The new builder had to be tested for skill, schedule, and price.
Condition Found
Procurement quality controlled the restart date and recovery confidence.
Significance
A fast award without full due diligence can create a second disruption.
Lifecycle Effect
Shortlist → Due diligence → Fixed price → Approvals → New baseline.
Decision Window
Before shortlisting and final selection.
CFIG Intervention
Use the Continuity and Replacement Procurement Decision Pack.
Responsible User
Concessionaire, owner, procurement, lenders, and approving boards.
Consequences of Taking No Action
Exclusions, old-work risk, or an unrealistic schedule can pass into the new contract.
Expected Benefit
The restart is based on proven capacity and an approved whole package.
MPL-03Causation had to survive the handoffDELAY / CHANGE
WHAT THE SOURCE SAYS
Fifth Amendment / conformed Second Amendment
“Owner shall manage the Project during the Replacement DB Selection Period”
Physical PDF page 9, document page 3, Section 7.16.1.3.
PLAIN-LANGUAGE TRANSLATION
The public owner controlled work for a time while a new builder was chosen.
Condition Found
Interim work, old events, and the future baseline could easily become mixed.
Significance
Later cost and time decisions need a clean boundary between periods.
Lifecycle Effect
Old builder period → Owner interim period → Replacement period.
Decision Window
At transition start and before the new baseline was accepted.
CFIG Intervention
Use the Delay and Change Causation Timeline.
Responsible User
Owner, project controls, commercial teams, concessionaire, and replacement builder.
Consequences of Taking No Action
Cause and responsibility can blur across the handoff.
Expected Benefit
Each period has a traceable record for recovery and future control.
Exactly three primary outputs
Each option is a usable work product. It names the user, the decision, and the payoff.
| No. | Tangible Option | Usable output | User | Decision enabled | Benefit |
|---|---|---|---|---|---|
| 1 | Risk Allocation and Relief Matrix | A clause-by-clause map of event, duty, notice, relief, payment, approval, evidence, and current owner for each disputed or transferred risk. | Owner, concessionaire, legal and commercial teams, finance, and project controls. | Who owns each risk now and what relief or performance is still available. | Stronger leverage and fewer responsibility gaps. |
| 2 | Delay and Change Causation Timeline | One evidence-linked timeline joining notice dates, events, access, permits, work status, schedule effect, cost position, response, and unresolved causation. | Project controls, commercial, legal, owner, concessionaire, and replacement team. | Which events drove delay and what must be preserved, settled, or carried into the new baseline. | Better support for settlement, recovery, and forecast decisions. |
| 3 | Continuity and Replacement Procurement Decision Pack | A board-ready pack for interim work, asset protection, bidder due diligence, fixed-price comparison, baseline schedule, financing, approvals, and risk-transfer conditions. | Owner, concessionaire, procurement, lenders, Board of Public Works, and executive sponsors. | Whether the replacement plan is ready to close and full responsibility can transfer. | A faster, more controlled recovery path. |