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HomeMy WebLinkAboutHensel PhelpsCity of Sunny Isles Beach Construction Management at Risk (CMAR) for Government Center Annex at 18080 Collins Avenue RFQ-15-08-02-0-2015 Original A. Title Page A. Title Page City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 1 Name of Firm: Hensel Phelps Address: 100 NE 3rd Avenue Suite 610 Fort Lauderdale, FL 33301 Telephone Number: 954.447.0000 Contact Person: Derek H. Hoffine, LEED AP BD+C 305.360.0845 DHoffine@HenselPhelps.com B. Table of Contents B. Table of Contents City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 2 A. Title Page..........................................................................1 B. Table of Contents..............................................................2 C. Cover Letter & Executive Summary..................................3 D. Project Approach & Understanding..................................5 E. Letter of Intent from a Surety Company............................7 F. Related Experience.......................................................10 G. & H. Pre-Construction Services Staff & Experience...............18 I. & J. Construction Services Staff & Experience......................24 K. Project Management Services........................................31 L. Location of Offices..........................................................53 M. Claims & Litigation History..............................................54 N. Forms & Attachments......................................................58 C. Cover Letter & Executive Sum m a r y C. Cover Letter & Executive Summary City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 3 September 23, 2015 Attn: City Clerk Sunny Isles Beach Government Center 18070 Collins Avenue Sunny Isles Beach, FL 33160 Subject: City of Sunny Isles Beach Government Center Annex Project Request for Qualifications No. 15-08-02 Due by 2:30 PM EST, September 23, 2015 To Whom it May Concern: Hensel Phelps is pleased to submit our response for the City of Sunny Isles Beach Government Center Annex project. We are very excited about the opportunity to put to use our firm’s extensive experience building government and office style projects. With over $20 Billion in projects for local municipalities and the Federal Government we have a proven track record for success. Additionally, Hensel Phelps brings over 78 years of experience with over $3.7 Billion in Florida, we are your experienced local choice ready to hit the ground running. We thank you for your consideration and look forward to the opportunity to work with your entire team on the exciting City of Sunny Isles Beach Government Center Annex project. Please let us know if there is anything else you may need. Sincerely, Kirk J. Hazen Vice President / District Manager Hensel Phelps 6557 Hazeltine National Drive Suite One Orlando, Florida 32822 407.856.2400 (P) 407.856.6111 (F) C. Cover Letter & Executive Summary City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 4 Hensel Phelps is prepared to put our firm’s extensive experience to use on the Sunny Isles Beach Government Center Annex. Hensel Phelps has the capability and skill to deliver a balanced approach of proven performance, coordination, continuity, flexibility, and finesse. Hensel Phelps will remain true to these guiding principles that have made our landmark relevant projects successful by utilizing this approach for Sunny Isles Beach. Hensel Phelps has completed over $20 Billion in projects for various Government agencies totaling over 80 million square- feet! Of those projects, more than $3.7 Billion have been in the state of Florida. We have a track record of success building government projects ranging from office buildings, to hangars, to the Pentagon. Hensel Phelps commits to performing all of our work in accordance to the terms set forth by the City of Sunny Isles Beach, Florida. We also understand that if selected, Hensel Phelps will be willing to meet any locations, budgets, and/or task orders that Sunny Isles Beach gives us. We understand that speed of delivery and fiscal responsibility are of the utmost importance to Sunny Isles Beach, and we are committed to performing within the schedule and budgets identified. Hensel Phelps will warrant and represent that at all times during the term of the Agreement, we shall maintain in good standing all required licenses, certifications and permits required under federal, state and local laws necessary to perform the services. Person(s) authorized to make representation for the firm. KIRK J. HAZEN Vice President / District Manager 407.856.2400 6557 Hazeltine National Dr., Suite One Orlando, FL 32822 Khazen@henselphelps.com DEREK H. HOFFINE Operations Manager 954.447.0000 100 NE 3rd Avenue, Suite 610 Fort Lauderdale, Florida 33301 Dhoffine@henselphelps.com Current Workload and Ability to Perform Additional Work. Hensel Phelps has the capacity to provide the required services and proposed personnel necessary to complete the Sunny Isles Beach Government Center Annex project. The following chart displays Hensel Phelps’ Southeast District’s overall current workload. As depicted in the chart below, Hensel Phelps’ has the capacity to take on the Sunny Isles Beach Government Center Annex project and has additional staff resources to contract additional work. Hensel Phelps’ Current Workload Project Scheduled Completion South Terminal Automated People Mover, Orlando International Airport June 2017 Modifications to the Vehicle Assembly Building (VAB)Oct. 2016 Navy Federal Credit Union (NFCU) Campus Expansion Sept. 2016 NASA Headquarters Dec. 2016 CCtCap at Cape Canaveral Oct. 2016 Bethune-Cookman University Student Housing June 2016 D. Project Approach & Understa n d i n g D. Project Approach & Understanding City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 5 Hensel Phelps has thoroughly reviewed the Scope of Services outlined in Section 3.1 of the Request for Qualifications and will employ a combination of people, processes, partnerships and technology to create a landmark building for the City of Sunny Isles Beach. As a licensed general contractor in the State of Florida, Hensel Phelps can operate as both a Construction Management and/or General Contracting firm and will provide the City of Sunny Isles Beach an exceptional level of service by ensuring that the new multi-use facility will be delivered on time, under budget and at a quality that exceeds the City of Sunny Isles Beach’s expectations. Due to Hensel Phelps’ vast portfolio of successful government projects, we fully understand the myriad of challenges inherent with projects to be constructed in an urban and congested environment. Priority number one is to successfully and safely complete all construction activities with minimal disruption to the adjacent City Hall’s normal operations and the well-being of the surrounding community to include the neighboring school, Norman S. Edelcup K-8. Hensel Phelps is a thought leader and true innovator when it comes to challenging site access, management and logistics. Every project, no matter the size or scope, begins with our clients’ goals and aspirations. Hensel Phelps is committed to working with the City of Sunny Isles Beach to develop the most comprehensive manner to construct the facility which will include discussing the pros and cons of various approaches such as construction phasing, staging, offsite prefabrication of materials, coordination of construction material deliveries, speed of assembly, BIM, laser scanning, etc. Hensel Phelps is at the forefront of construction technology which can be employed to enhance value and quality while controlling costs and schedules. Hensel Phelps offers Building Information Modeling (BIM) in-house through our Virtual Design & Construction (VDC) team which is used to visualize and communicate the construction work to take place. This technology is leveraged on a project where timely model information management helps field personnel get it right the first time through coordination of the building systems, prefabrication, efficient processing of documentation and Quality Control. Services Sought. Hensel Phelps will provide construction management services for the City of Sunny Isles Beach, which shall include, but not be limited to: • Pre-Planned Construction advice to architect • Value Engineering • Consultation During Project Development between architect and owner • Scheduling • Project Construction Budget • Coordinating Contract Documents • Construction Planning • Bid Packages • Bidder Qualification • Competitive Bidding • Equal Employment Opportunity • Cost Control and Accounting • Cost Saving Methods • Quality Control • Safety • Constructability Analysis • Risk Management For additional information on these services please see Section K, Page 33. D. Project Approach & Understanding City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 6 Innovative Concepts. Another valuable digital asset in the Hensel Phelps’ toolbox is the ability to laser scan. The development of reality capture through laser scanning has been a tremendous boom in providing the ability to quality control the work put in place in new facilities. Three-dimensional laser scanning, which creates up to 1 million points of data per second, can be used to create virtual building models which can be extremely useful during the design phase as an ongoing feedback process between the design and construction teams. The boost in information helps designers and builders integrate their efforts and streamline the transition from vision to actual construction. Precise data means the project team can count on proper fabrication and installation. At the design stage, quality is increased, schedules are kept intact and cost are lowered by more accurate information. In the field, laser scanning is critical for quality assurance as the work proceeds from one stage to another. This type of data also proves cost effective upon construction completion, accurately documenting the final as-builts. Information can be exchanged to explore “what-if” scenarios to support design, construction and management of a building in many others ways, before during and after completion, including: • Data capture in congested areas without interrupting operations. • Quality control to compare work-in-place to the design model at every phase throughout construction, assuring it is installed per design specifications, at the right location and within tolerance. • Prefabricated systems, which can be designed and built off-site with complete assurance that they will be installed correctly. • Equipment installation verification with scans to validate consistency with the design model. • Hazardous location work where scans can capture data from a safe distance. • Identification of pervasive anomalies that would otherwise have to be visually inspected and verified one by one. • Digital records of content inside walls and foundations for operations and maintenance purposes, as well as preparation for any future work. Hensel Phelps is committed to building lasting partnerships with our clients and as a result, the City of Sunny Isles Beach will realize the benefits of inspired performance. Hensel Phelps has an In-House Laser Scanning Team E. Letter of Intent from Surety Co m p a n y E. Letter of Intent from a Surety Company City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 7 E. Letter of Intent from a Surety Company City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 8 E. Letter of Intent from a Surety Company City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 9 F. Related Experience F. Related Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 10 PROJECT NAME DELIVERY METHOD SCOPE OF WORK REFERENCE INFORMATION (Owner & Architect) CONSTRUCTION COST SIZE START DATE / COMPLETION DATE STATUS PROFESSIONALS ASSIGNED TO THIS CONTRACT Benjamin P. Grogan & Jerry L. Dove Federal Office Building Miramar, FL Design-Build The U.S. General Services Administration selected Hensel Phelps as the Design-Builder for the Benjamin P. Grogan and Jerry L. Dove Federal Building project in Miramar, Florida. Totaling 383,000 SF, this project consolidates a Federal agency’s forces, which were previously spread across 12 different locations in South Florida. With a construction cost of $160 million, this LEED Platinum C&S and Gold CI project includes enhanced security specifications, an enclosed parking structure, and multiple buildings on a 20-acre site. OWNER: General Services Administration (GSA) Steven Smith, Project Manager 77 Forsyth Street, Ste G40, Atlanta, GA 30303 404.331.0895 | Steven.C.Smith@gsa.gov ARCHITECT: Gensler James Wallace, Architect 1 East Pratt Street, Ste 202, Baltimore, MD 21202 410.539.8743 | james_wallace@gensler.com $159.4 Million 383,000 SF March 2012 / October 2014 Complete Coretta Sweet Derek Hoffine Matthew Wilson Chad Thompson Luis Resendiz Dave Morin U.S. Southern Command (SOUTHCOM) Headquarters Miami-Doral, FL Design-Build Design-build, main four-story, 640,000 SF headquarters building of new offices, 40,000 SF of conference space, a command suite, a large computer center and multiple conference rooms in a bridge arrangement overlooking a command center. Additional buildings include the Conference Center of the Americas with a conference center and auditorium, and a 150,000 SF Services building for a new child development center, a health and medical center, fitness center, warehouse facilities, loading docks and central utility plant. OWNER: U.S. Army Corps of Engineers Dennis Newell, Area Engineer 1142 Jupiter St., Building 535 Patrick Air Force Base, FL 32925 321.867.3464 | Dennis.W.Newell@usace.mil ARCHITECT: HOK David Reese, Senior Vice President | Architect 3200 SW Freeway Ste 900, Houston, TX 77027 717.407.7700 | david.reese@hok.com $283.9 Million 640,000 SF June 2008 / October 2010 Complete Derek Hoffine Chad Thompson Reno Knowles Dave Morin Matthew Wilson Pentagon Renovation Wedges 2-5 Arlington, VA Design-Build Phased design-build renovation of 4.5 million SF of space in the Pentagon. Includes demolition of all interior construction, reconfiguration of major core and circulation components, and full build-out to DoD standards. Significant features being preserved include facades, lobbies and corridors with new tenant areas including Command and Operation Centers, a Conference Center, a state-of-the-art Press Briefing Center, and the Pentagon Mall (food and retail outlets). OWNER: Pentagon Renovation & Construction Office Andrew Blumfield, Project Manager 1400 Defense Pentagon, Washington, DC 20301-1400 202.697.1606 | andrew.blumfield@gsa.gov ARCHITECT: Shalom Baranes Associates Gerald Tritschiler, Architect 1010 Wisconsin Ave, NW Ste 900 Washington, DC 20007 202.342.2200 | gtritschler@sbaranes.com $1.6 Billion 4,5000,000 SF February 2011 / September 2011 Complete N/A Relevant Projects Completed in the Last Five Years Below and on the following pages you will find Hensel Phelps’ list of relevant projects that have been completed in the last 5 years in Florida. F. Related Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 11 PROJECT NAME DELIVERY METHOD SCOPE OF WORK REFERENCE INFORMATION (Owner & Architect) CONSTRUCTION COST SIZE START DATE / COMPLETION DATE STATUS PROFESSIONALS ASSIGNED TO THIS CONTRACT 7th Special Forces Complex Eglin Air Force Base, FL Design- Bid-Build Construction of group headquarters, battalion headquarters/company operations facility, combat readiness training facility, group support battalion headquarters/company operations facility, and dining hall. Includes clearing, grubbing, grading and stabilization of 350-acre containment site and 130-acre access road, and construction of a road system and infrastructure. OWNER: USACE Mobile Robert Schodlbauer, Project Manager 109 St. Joseph St, P.O. Box 2288 Mobile, AL 36628-0001 251.471.5966 | robert.a.schodlbauer@sam.usace.army.mil ARCHITECT: Bullock Tice Associates Larry Adams, Asociate Partner 909 E. Cervantes, St, Pensacola, FL 32501 850.434.5444 | l.adams@bulltice.com $178.7 Million 684,061 SF February 2009 / August 2011 Complete Derek Hoffine FORSCOM / USARC Combined Headquarters Ft. Bragg, NC Design-Build Design-Build, 708,000 SF headquarters complex on 57-acre site. Contains command headquarters building and four remote buildings housing administration, information management, control information technology, and a disaster recovery center. Project is designed to achieve LEED silver certification. OWNER: USACE Savannah Daniel Davis, Ft. Bragg Area Engineer Bldg 3-1933 Butner Road, PO Box 70247 Ft. Bragg, NC 28307 910.303.9950 | daniel.h.davis@usace.army.mil ARCHITECT: Fentress Architects Brian Chaffee, Principal-in-Charge 1140 Connecticut Avenue, Ste 750, Washington DC 20036 202.337.5100 | chaffee@fentressarchitects.com $304.2 Million 708,000 SF October 2008 / June 2011 Complete N/A Military Department Investigative Agencies (MDIA) Headquarters - Russell- Knox Building Quantico MCB, VA Design-Build Design-build, 718,854 SF facility with five different military investigative agencies. Three-story facility with training areas, laboratories, cafeteria, fitness center, logistics building, and a central plant. Also includes visitor centers, guard houses, vehicle inspection areas, and 2,624 parking spaces. Designed for LEED silver certification. OWNER: NAVFAC Washington David Kiefer, Project Manager 1322 Patterson Ave. SE, Suite 100, Washington Navy Yard, D.C. 20374-5065 703.784.6968 | dave.w.kiefer@navy.mil ARCHITECT: Fentress Architects Brian Chaffee, Principal-in-Charge 1140 Connecticut Avenue, Ste 750, Washington DC 20036 202.337.5100 | chaffee@fentressarchitects.com $366.5 Million 718,854 SF December 2008 / October 2010 Complete N/A Relevant Projects Completed in the Last Five Years F. Related Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 12 PROJECT NAME DELIVERY METHOD SCOPE OF WORK REFERENCE INFORMATION (Owner & Architect) CONSTRUCTION COST SIZE START DATE / COMPLETION DATE STATUS PROFESSIONALS ASSIGNED TO THIS CONTRACT South Airport Automated People Mover (APM) Complex Orlando, FL CM@Risk The South Airport APM Complex is a multi- year program. The scope of the program includes a 2,400-car parking garage, the South Airport APM Complex station, renovation of the APM station in the North Terminal, completion of the APM guideway structure to the South Airport APM Complex station, modifications to the APM guideway structures (fixed facilities only) to Airsides 1 and 3, roadways, bridges, sitework, and all associated infrastructure. OWNER: AECOM John Guirges, Program Manager 11074 Canal Road, Orlando, FL 32824 407.825.4059 | John.Guirges@urs.com ARCHITECT: HKS Architects Dave Thomas, Vice President & Project Manager 225 E Robinson St # 405, Orlando, FL 32801 407.648.9956 | DThomas@hksinc.com $292 Million 1,291,385 SF October 2014 / April 2018 In Progress N/A NASA Headquarters Building Kennedy Space Center, FL Design- Bid-Build The scope of work for this project will include the construction of an eight-story, 200,000 SF building with the first floor housing a cafeteria with an indoor/outdoor seating area, a credit union, barber shop, post office, large lobby with displays, gift shop, library and other services. Floors two through seven will include offices, conference rooms and break areas, topped off by an eighth floor housing mechanical support systems. OWNER: National Aeronautics and Space Administration(NASA) Anthony Caruvana, Contracting Officer Mail Code OP-ES-B Kennedy Space Center FL 32899 321.867.3464 | anthony.m.caruvana@nasa.gov ARCHITECT: Hunton Brady Phil Randall, Construction Administrator 800 Magnolia Ave #600, Orlando FL 32803 407-621-1600 | prandall@huntonbrady.com $64.9 Million 200,000 SF December 2014 / December 2016 In-Progress Dave Morin Navy Federal Credit Union Phase I Expansion Pensacola, FL CM@Risk This project will include one 3-story, multi- wing office building, a central energy plant, a parking deck, surface parking areas, and associated connecting bridges, roads, walking paths, stormwater retention and infrastructure. OWNER: Navy Federal Credit Union George Eichert, PE, SVP, Admin Services 820 Follin Lane, Vienna, VA 22180 703.255.8509 | george_eichert@navyfederal.org ARCHITECT: ASD Architects Glenn Cartledge, Principal, AIA 55 Ivan Allen Jr Blvd NW #100, Atlanta, GA 30308 404.688.3318 | gcartledge@asdnet.com $172 Million 554,153 SF July 2014 / July 2016 In Progress N/A All Projects in Florida, Exceeding $1 Million, that Started in the Past 5 Years Below and on the following pages you will find Hensel Phelps’ list of projects in the state of Florida that have exceed $1 Million in construction cost and started in the past 5 years. F. Related Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 13 PROJECT NAME DELIVERY METHOD SCOPE OF WORK REFERENCE INFORMATION (Owner & Architect) CONSTRUCTION COST SIZE START DATE / COMPLETION DATE STATUS PROFESSIONALS ASSIGNED TO THIS CONTRACT Bethune- Cookman University Housing Daytona Beach, FL Design-Build Hensel Phelps has been engaged by TG Quantum, LLC to develop and build a $70M student housing project on Bethune- Cookman’s campus in Daytona Beach, Florida. The Bethune-Cookman Student Housing project will house over 1,200 incoming freshmen when completed. Construction on the four buildings, totaling just under 300,000 SF, is set to begin Fall of 2014 with an aggressive schedule that will complete mid 2016. This project will involve all three Groups of Hensel Phelps: Development, Construction, and Services. OWNER: TG Quantum, LLC Frank Knott, Jr., Managing Director 8455 Colesville Road, Suite 800, Silver Spring, MD 20910 240.652.2251 | FJK@QuantumRealtyCapital.com ARCHITECT: Torti Gallas and Partners, Inc. Thomas McManus, Associate 1300 Spring St, Fourth Floor, Silver Spring, MD 20910 301.588.4800 | TMcManus@tortigallas.com $59 Million 300,000 SF November 2014 / June 2016 In Progress Reno Knowles Modify Vehicle Assembly Building (VAB) High Bay 3 for SLS Kennedy Space Center, FL Design-Bid- Build The work consists of removal and storage of existing system components, equipment, and materials for reuse/reinstallation; demolition of system components; modification of structural elements and installation of new structural elements; and installation of new systems, equipment, and materials. Demolition and construction will take place in High Bay (HB) 3 with some ancillary systems, such as electrical and communication cable tray connecting HB3 to the Launch Control Center (LCC). A total of ten new vehicle access platforms, vehicle specific inserts, and related mechanical, electrical, and life safety systems will be constructed. OWNER: National Aeronautics and Space Administration (NASA) Bradley O’Toole, Contracting Officer Kennedy Space Center, SR 405, Florida 32899 321.867.2139 | bradley.n.otoole@nasa.gov ARCHITECT: RS&H (Reynolds, Smith and Hills) John Kercsmar, Project Manager 115 Alma Blvd #101, Merritt Island, FL 32953 321.453.0212 | john.kercsmar@rsandh.com $118 Million 350,000 SF March 2014 / March 2016 In Progress N/A Air Force Technical Applications Center (AFTAC) Patrick Air Force Base, FL Design-Build Multi-story command and central headquarters, 276,000 SF, for 1,500 staff conducting 24/7/365 satellite, geophysical, and hydroacoustic analysis operations. Highbay warehouse, SCIFS and Class 100 cleanrooms included. Radio chemistry laboratory, 38,000 SF, for 50 staff divided into four separate suites; sample analysis, radiochemistry analysis, alpha/beta/gamma counting, and spectrometry analysis.The project will also include a stand-alone Central Utility Plant, 18,000 SF, with UPS systems and a stand-alone parking garage for 600 cars, not to exceed 180,000 SF. OWNER: U.S. Army Corps of Engineers Dennis Newell, Area Engineer 1142 Jupiter St., Building 535 Patrick Air Force Base, FL 32925 321.867.3464 | Dennis.W.Newell@usace.mil ARCHITECT: HOK David Reeses, Senior Vice President 3200 SW Freeway, Ste 900, Houston, TX 77027 713.407.7700 | david.reese@hok.com $158 Million 337,400 SF January 2012 / December 2015 In Progress Dave Morin All Projects in Florida, Exceeding $1 Million, that Started in the Past 5 Years F. Related Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 14 PROJECT NAME DELIVERY METHOD SCOPE OF WORK REFERENCE INFORMATION (Owner & Architect) CONSTRUCTION COST SIZE START DATE / COMPLETION DATE STATUS PROFESSIONALS ASSIGNED TO THIS CONTRACT Universal Studios Royal Pacific Resort Expansion Orlando, FL Design-Build Building on a year of epic growth in 2014, Universal Orlando Resort embarked on the largest meeting space expansion in its history at the Loews Royal Pacific Resort. Already the largest meeting hotel at Universal Orlando the expansion greatly increases its meeting and event space from 85,000 square feet to more than 140,000 square feet. Inspired by the beauty of the South Pacific, the expanded areas will seamlessly connect to the existing meeting space. Planners will benefit from flawless execution with a local flavor that is the calling card of all meetings at Loews Hotels. The new space features a 80,000 SF ballroom addition to an existing venue, built by Hensel Phelps in 2002. The space is divisible by 12, along with four additional breakout rooms and pre-function space. OWNER: Loews Royal Pacific Resort Larry Beiderman, General Manager 6300 Hollywood Way, Orlando, FL 32819 407.503.3000 | lbeiderman@loewshotels.com ARCHITECT: Universal Creative Paul Batt, Director of Projects 6300 Hollywood Way, Orlando, FL 32819 407.224.3670 | Paul.Batt@nbcuni.com $20 Million 85,000 SF October 2014 / September 2015 In Progress Chad Thompson Dave Morin Cinepolis Movie Theatres Jupiter & Davenport, FL Design-Bid- Build The Cinépolis USA Theatres are upscale, family-oriented environment design to indulge guests in an intimate, pampering experience that exceeds service expectations with high quality menu offerings in a comfortable, friendly atmosphere. The new theatres each consist of 1,460 seats spread across 14 luxury theatres and provides two different theatre concepts for movie goers. The first is a more traditional theatre experience with an upscale twist. Providng 1,100 non-reclining leather seats that are wider than traditional movie seats, customers will be able to access food and beverage series prior to entering the theatre. The second concept provides patrons with a “VIP Luxury” experience. With 360 fully reclining leather seats, in-seat waiter services with the touch of a button offering food, beverage and a full-service bar with tables at your seat. OWNER: Cinepolis Luxury Cinemas Hieu Truong, Project Manager / Strategy 6420 Wilshire Blvd., Suite 900 Los Angeles, CA 90048 323.556.6340 | htruong@cinepolis.com ARCHITECT: CTSM Architects Joe Sweeny, Principal 530 Beacon Parkway W., Suite 900 Birmingham, AL 35209 205.443.3720 | jsweeney@ctsmarchitects.com $23 Million 80,000 SF September 2014 / March 2015 Complete Chad Thompson All Projects in Florida, Exceeding $1 Million, that Started in the Past 5 Years F. Related Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 15 PROJECT NAME DELIVERY METHOD SCOPE OF WORK REFERENCE INFORMATION (Owner & Architect) CONSTRUCTION COST SIZE START DATE / COMPLETION DATE STATUS PROFESSIONALS ASSIGNED TO THIS CONTRACT Orbital Processing Facility (OPF) 1 & 2 Modifications Kennedy Space Center, FL Design-Build This project includes the selective demolition and modernization of 61,000 SF of Orbiter Processing Facility #1 at Kennedy Space Center, Florida. The existing Orbiter Support Stand in the bay was a “freestanding” structural steel platform system interlaced with mechanical, electrical, communications, and high-pressure fluids systems, which were entirely removed during the selective demolition phase. The modernization of this facility includes a new ESD epoxy flooring system throughout (the floor is half ESP and half non-ESP) the high bay and refurbishment of the existing air handling units to support a Class 100,000 clean work environment. OWNER: The Boeing Company Steve Shannon, Florida Site Manager 9950 Airtran Blvd, Orlando, FL 32827 321.853.0436 | stphen.m.shannon@boeing.com ARCHITECT: BRPH Dave Hertzler, Senior Project Manager 5700 N Harbor City Blvd., #400, Melbourne, FL 32940 321.254.7666 | dhertzler@brph.com $22 Million 61,000 SF October 2013 / December 2014 Complete N/A Universal CityWalk Venue Renovations Orlando, FL CM@Risk The Universal CityWalk® Renovations include ten newly renovated venues, including new Italian and Mexican restaurants, a Hot Dog Hall of Fame, and The Cowfish™, which serves burgers and sushi. Also on tap: a new 130-seat Starbucks®, a Coldstone Creamery, Menchies Yogurt Shop and a Bread Box, which sells handcrafted sandwiches next to the movie theater upstairs. The Mexican restaurant, called Antojitos, is situated in the old Latin Quarter facade. The Universal Store at CityWalk® also underwent extensive renovations. All of these projects were completed while CityWalk® remained fully operational. Strategic phasing was key to minimizing impacts to the venues. OWNER: Universal Orlando Harold Stirling, Project Director 6300 Hollywood Way, Orlando, FL 32819 407.224.7207 harold.stirling@universalorlando.com ARCHITECT: Universal Creative Randy Mariano, Sernior Director of Project Devel. 6300 Hollywood Way, Orlando, FL 32819 704.224.5389 randolph.mariano@universalorlando.com $35 Million 70,000 SF August 2013 / October 2014 Complete Chris Twohig All Projects in Florida, Exceeding $1 Million, that Started in the Past 5 Years F. Related Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 16 PROJECT NAME DELIVERY METHOD SCOPE OF WORK REFERENCE INFORMATION (Owner & Architect) CONSTRUCTION COST SIZE START DATE / COMPLETION DATE STATUS PROFESSIONALS ASSIGNED TO THIS CONTRACT Benjamin P. Grogan and Jerry L. Dove Federal Building Miramar, FL Design-Build The U.S. General Services Administration selected Hensel Phelps as the Design-Builder for the Benjamin P. Grogan and Jerry L. Dove Federal Building project in Miramar, Florida. Totaling 383,000 SF, this project consolidates a Federal agency’s forces, which were previously spread across 12 different locations in South Florida. With a construction cost of $160 million, this LEED Platinum C&S and Gold CI project includes enhanced security specifications, an enclosed parking structure, and multiple buildings on a 20-acre site. OWNER: General Services Administration (GSA) Steven Smith, Project Manager 77 Forsyth Street, Ste G40, Atlanta, GA 30303 404.331.0895 | Steven.C. Smith@gsa.gov ARCHITECT: Gensler James Wallace, Architect 1 East Pratt Street, Ste 202, Baltimore, MD 21202 410.539.8743 | james_wallace@gensler.com $159.4 Million 383,000 SF March 2012 / October 2014 Complete Coretta Sweet Derek Hoffine Matthew Wilson Chad Thompson Luis Resendiz Dave Morin Transformers: The Ride 3D Orlando, FL Design-Build Fast-tracked, design-build project to construct the new, 90,000 SF ride; Transformers: The Ride 3-D at Universal Studios in Orlando, FL. Project site was located in the middle of the park with limited access and maintaining fully operational park operations. OWNER: Universal Orlando Charlie Gundacker, PE, Senior Vice President of Attraction Development 6300 Hollywood Way, Orlando, FL 32819 407.363.8841 | charlie.gundacker@nbcuni.com ARCHITECT: BRPH Architects Randy Thron, Senior Vice President 935 Lake Baldwin Ln # 200, Orlando, FL 32814 321.751.3003 | ret@brph.com $37.9 Million 90,000 SF June 2012 / March 2013 Complete N/A 7th Special Forces Complex Eglin AFB, FL Design- Bid-Build Construction of group headquarters, battalion headquarters/company operations facility, combat readiness training facility, group support battalion headquarters/company operations facility, and dining hall. Includes clearing, grubbing, grading and stabilization of 350-acre containment site and 130-acre access road, and construction of a road system and infrastructure. OWNER: USACE Mobile Robert Schodlbauer, Project Manager 109 St. Joseph St, P.O. Box 2288 Mobile, AL 36628- 0001 251.471.5966 | robert.a.schodlbauer@sam.usace.army.mil ARCHITECT: Bullock Tice Associates Larry Adams, Asociate Partner 909 E. Cervantes, St, Pensacola, FL 32501 850.434.5444 | l.adams@bulltice.com $178.7 Million 684,061 SF August 2011 / February 2009 Complete Derek Hoffine All Projects in Florida, Exceeding $1 Million, that Started in the Past 5 Years F. Related Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 17 PROJECT NAME DELIVERY METHOD SCOPE OF WORK REFERENCE INFORMATION (Owner & Architect) CONSTRUCTION COST SIZE START DATE / COMPLETION DATE STATUS PROFESSIONALS ASSIGNED TO THIS CONTRACT U.S. Southern Command Headquarters (SOUTHCOM) Miami-Doral, FL Design-Build Design-build, main four-story, 640,000 SF headquarters building of new offices, 40,000 SF of conference space, a command suite, a large computer center and multiple conference rooms in a bridge arrangement overlooking a command center. Additional buildings include the Conference Center of the Americas with a conference center and auditorium, and a 150,000 SF Services building for a new child development center, a health and medical center, fitness center, warehouse facilities, loading docks and central utility plant. OWNER: U.S. Army Corps of Engineers Dennis Newell, Area Engineer 1142 Jupiter St., Building 535 Patrick Air Force Base, FL 32925 321.867.3464 | Dennis.W.Newell@usace.mil ARCHITECT: HOK David Reese, Senior Vice President | Architect 3200 SW Freeway Ste 900, Houston, TX 77027 717.407.7700 | david.reese@hok.com $283.9 Million 640,000 SF June 2008 / October 2010 Complete Derek Hoffine Chad Thompson Reno Knowles Dave Morin Matthew Wilson NASA Mobile Launcher Kennedy Space Center, FL Design-Bid- Build Mobile Launcher for next generation space exploration program, to be used for assembly, testing, and servicing areas at existing KSC facilities, to transport rockets to launch pad, and provide ground support for launches. Comprised of main support structure (the base, multi-platform 406-foot tall tower, and facility ground systems) which includes power, communications, conditioned air, water for cooling, wash-down, and ignition over-pressure protection. OWNER: National Aeronautics and Space Administration (NASA) Krista Shaffer, Senior Field Manager Kennedy Space Center, SR 405, Florida 32899 321.867.3337 | krista.shaffer@nasa.gov ARCHITECT: RS&H John Kercsmar, Project Manager 115 Alma Blvd #101, Merritt Island, FL 32953 321.453.0212 | john.kercsmar@rsandh.com $144.1 Million 79,478 SF May 2008 / October 2010 Complete Dave Morin All Projects in Florida, Exceeding $1 Million, that Started in the Past 5 Years G. Pre-Construction Services Sta f f & H . E x p e r i e n c e G. Preconstruction Services Staff & H. Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 18 Derek Hoffine, LEED AP BD+C Operations Manager / Project Executive Chad Thompson General Superintendent Dave Morin Scheduling Manager Chris Twohig Lead Estimator Matthew Wilson Project Manager Pre-Construction Organizational Chart G. Preconstruction Services Staff & H. Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 19 Years with Hensel Phelps: 13 Years In Industry: 13 Current Office Location: Fort Lauderdale, FL Education: Pittsburg State University B.S., Construction Engineering & Technology Derek Hoffine, LEED AP BD+C Operations Manager / Project Executive Relevant expeRience: t Preconstruction Experience t Government Contracting t CM at Risk Delivery t Over $694 Million in Government Work t On Time/Within Budget Performance t LEED Accredited Professional t 100% Committed to this Project As an Operations Manager and Project Executive, Mr. Hoffine is responsible to Hensel Phelps Clients for providing the leadership and vision crucial to the success of each project assigned. He assures that all client budgetary and quality goals are met through thorough financial planning and cost evaluations, aggressive schedule management, comprehensive resource planning, and employment of quality assurance monitoring systems. He is fully versed in all areas of estimating, purchasing, engineering, superintendency, and project management on both new construction programs and renovation projects. t $283 Million | 640,000 SF t Combatant command center for the Department of Defense t Four-Story Building, Conference Center, Services Building t LEED Silver Certified U.S. SoUtheRn command headqUaRteRS (SoUthcom) t $157 Million | 383,000 SF t Headquarters facility for Federal Government Agency t Office Space, Parking Garage, Central Utility Plant t LEED Gold & Platinum Certified Benjamin p. GRoGan & jeRRy l. dove FedeRal oFFice BUildinG Miramar, FL 7th Special Forces Complex - USACE $178 Million 684,061 SF U.S. Federal Courthouse - Orlando $67 Million 320,000 SF C-130J Training Facility - USACE $7 Million 33,691 SF Miami-Doral, FL additional Relevant pRojectS G. Preconstruction Services Staff & H. Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 20 additional Relevant pRojectS Mr. Thompson has been in charge of the daily coordination and direction of a myriad of large and complex projects. His organizational skills include a comprehensive understanding of the importance of project logistics and team building at the inception of a contract. He has maintained an outstanding safety performance record, and has completed all projects assigned to him on schedule, within budget, and to the Client’s complete satisfaction. He has managed projects with delivery methods that include both design-build and hard bid, with labor forces comprising up to 800 personnel. His portfolio of successfully completed projects is evidence of his exceptional planning and leadership skills. Years with Hensel Phelps: 15 Years In Industry: 18 Current Office Location: Fort Lauderdale, FL Education: University of Wisconsin, River Falls B.S., Agricultural Engineering Technology Chad Thompson General Superintendent Benjamin p. GRoGan & jeRRy l. dove FedeRal oFFice BUildinG U.S. SoUtheRn command headqUaRteRS (SoUthcom) Miami International Airport, Concourse J $117 Million 353,000 SF Federal Correctional Institute Bennettsville $99 Million 519,000 SF Battalion Dining Facility - USACE $16 Million 66,000 SF Relevant expeRience: t Preconstruction Experience t Government Contracting t CM at Risk Delivery t Over $968 Million in Government Work t On Time/Within Budget Performance t 100% Committed to this Project t $157 Million | 383,000 SF t Headquarters facility for federal government agency t Office Space, Parking Garage, Central Utility Plant t LEED Gold & Platinum Certified Miramar, FL t $283 Million | 640,000 SF t Combatant command center for the Department of Defense t Four-Story Building, Conference Center, Services Building t LEED Silver Certified Miami-Doral, FL G. Preconstruction Services Staff & H. Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 21 Eden Roc Beach Resort $163 Million 741,000 SF 3rd ID BCT Equipment Facility - USACE $26 Million 68,000 SF Battalion Dining Facility - USACE $16 Million 66,000 SF additional Relevant pRojectS Mr. Wilson serves as Hensel Phelps’ Management Representative who responds to all requirements and concerns of the Client. He has extensive experience in developing and monitoring project master schedules, estimating, job cost reports, and establishing and implementing effective communication procedures for all team components. He has worked closely with a variety of corporate clients on a wide range of project types under various contracting methods including design-build, CM/GC, and fixed price. Recognized in the industry for his ability to isolate and resolve various design and compliance issues early in a project’s evolution, his aptitude and expertise are evidenced in the many successful projects with which he has been involved. Years with Hensel Phelps: 8 Years In Industry: 12 Current Office Location: Fort Lauderdale, FL Education: Pittsburg State University B.S., Construction Management Matthew Wilson Project Manager Benjamin p. GRoGan & jeRRy l. dove FedeRal oFFice BUildinG U.S. SoUtheRn command headqUaRteRS (SoUthcom) Relevant expeRience: t Preconstruction Experience t Government Contracting t Over $516 Million in Government Work t On Time/Within Budget Performance t South Florida Experience t 100% Committed to this Project t $157 Million | 383,000 SF t Headquarters facility for federal government agency t Office Space, Parking Garage, Central Utility Plant t LEED Gold & Platinum Certified Miramar, FL t $283 Million | 640,000 SF t Combatant command center for the Department of Defense t Four-Story Building, Conference Center, Services Building t LEED Silver Certified Miami-Doral, FL G. Preconstruction Services Staff & H. Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 22 additional Relevant pRojectS As a scheduling manager, Mr. Morin is responsible for the project schedule. His experience in the field has provided him with a well rounded understanding of the day to day operations on a construction site, where he has been responsible for coordination and supervision of Hensel Phelps field operations, preparation of daily field logs, 3 week schedules, quality control experience including coordination of quality control testing and preparation of daily QC reports. Years with Hensel Phelps: 7 Years In Industry: 34 Current Office Location: Orlando, FL Education: University of Florida B.S., Construction Management Dave Morin Scheduling Manager 7th Special FoRceS complex U.S. SoUtheRn command headqUaRteRS (SoUthcom) Navy Federal Credit Union Expansion, Phase 1 $172 Million 554,513 SF Air Force Technical Applications Center $58 Million 68,000 SF Battalion Dining Facility - USACE $16 Million 33,691 SF Relevant expeRience: t Preconstruction Experience t Scheduler Role t Government Contracting t CM at Risk Delivery t Over $1.4 Billion in Government Work t On Time/Within Budget Performance t 100% Committed to this Project t $283 Million | 640,000 SF t Combatant command center for the Department of Defense t Four-Story Building, Conference Center, Services Building t LEED Silver Certified Miami-Doral, FL t $178 Million | 684,061 SF t Training Complex on 500-acre portion of Eglin AFB t Battalion HQ, Living, Dining, and Combat Facilities t LEED Silver Certified Eglin AFB, FL G. Preconstruction Services Staff & H. Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 23 As the Lead Estimator, Mr. Twohig is responsible for the development of CSI Division estimates and all estimating forms and formats for both the conceptual estimate and final bid. He is responsible to the Chief Estimator for the development of pricing strategies and specific purchasing methodology for major projects. It is his responsibility to develop a working relationship with subcontractor principals and estimating departments. He supports in the development of all conceptual estimates for design-build and guaranteed maximum price projects. Years with Hensel Phelps: 2 Years In Industry: 6 Current Office Location: Orlando, FL Education: University of South Florida B.S., Communication Chris Twohig Lead Estimator Relevant expeRience: t Preconstruction Experience t Lead Estimator Role t Government Contracting t CM at Risk Delivery t Over $64 Million in Government Work t On Time/Within Budget Performance t 100% Committed to this Project naSa headqUaRteRS BUildinG t $64 Million | 200,000 SF t HQ facility for the National Aeronautics and Space Admin. t Eight Story Building, Office Space, Retail Space, Amenities t First floor will house a cafeteria with indoor/outdoor seating, credit union, barber shop, post office, gift shop, and other services in large lobby area t Pursuing LEED Platinum Certification Kennedy Space Center, FL BethUne-cookman UniveRSity ReSidence hallS t $59 Million | 300,000 SF t Student Housing Buildings Supporting Over 1,200 Students t Four 4-story Buildings with amenities including a fitness center, laundry facilities on each floor, computer labs, interior courtyard, student lounges, and study rooms t Educational Amenities, Lifestyle Design Elements Daytona Beach, FL I. Construction Services Staff & J . E x p e r i e n c e I. Construction Services Staff & J. Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 24 Derek Hoffine, LEED AP BD+C Operations Manager / Project Executive Chad Thompson General Superintendent Coretta Sweet Project Engineer Matthew Wilson Project Manager Reno Knowles Superintendent Luis Resendiz Quality Control Engineer/Field Engineer Construction Organizational Chart I. Construction Services Staff & J. Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 25 Years with Hensel Phelps: 13 Years In Industry: 13 Current Office Location: Fort Lauderdale, FL Education: Pittsburg State University B.S., Construction Engineering & Technology Derek Hoffine, LEED AP BD+C Operations Manager / Project Executive Relevant expeRience: t Preconstruction Experience t Government Contracting t CM at Risk Delivery t Over $694 Million in Government Work t On Time/Within Budget Performance t LEED Accredited Professional t 100% Committed to this Project As an Operations Manager and Project Executive, Mr. Hoffine is responsible to Hensel Phelps Clients for providing the leadership and vision crucial to the success of each project assigned. He assures that all client budgetary and quality goals are met through thorough financial planning and cost evaluations, aggressive schedule management, comprehensive resource planning, and employment of quality assurance monitoring systems. He is fully versed in all areas of estimating, purchasing, engineering, superintendency, and project management on both new construction programs and renovation projects. t $283 Million | 640,000 SF t Combatant command center for the Department of Defense t Four-Story Building, Conference Center, Services Building t LEED Silver Certified U.S. SoUtheRn command headqUaRteRS (SoUthcom) t $157 Million | 383,000 SF t Headquarters facility for Federal Government Agency t Office Space, Parking Garage, Central Utility Plant t LEED Gold & Platinum Certified Benjamin p. GRoGan & jeRRy l. dove FedeRal oFFice BUildinG Miramar, FL 7th Special Forces Complex - USACE $178 Million 684,061 SF U.S. Federal Courthouse - Orlando $67 Million 320,000 SF C-130J Training Facility - USACE $7 Million 33,691 SF Miami-Doral, FL additional Relevant pRojectS I. Construction Services Staff & J. Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 26 additional Relevant pRojectS Mr. Thompson has been in charge of the daily coordination and direction of a myriad of large and complex projects. His organizational skills include a comprehensive understanding of the importance of project logistics and team building at the inception of a contract. He has maintained an outstanding safety performance record, and has completed all projects assigned to him on schedule, within budget, and to the Client’s complete satisfaction. He has managed projects with delivery methods that include both design-build and hard bid, with labor forces comprising up to 800 personnel. His portfolio of successfully completed projects is evidence of his exceptional planning and leadership skills. Years with Hensel Phelps: 15 Years In Industry: 18 Current Office Location: Fort Lauderdale, FL Education: University of Wisconsin, River Falls B.S., Agricultural Engineering Technology Chad Thompson General Superintendent Benjamin p. GRoGan & jeRRy l. dove FedeRal oFFice BUildinG U.S. SoUtheRn command headqUaRteRS (SoUthcom) Miami International Airport, Concourse J $117 Million 353,000 SF Federal Correctional Institute Bennettsville $99 Million 519,000 SF Battalion Dining Facility - USACE $16 Million 66,000 SF Relevant expeRience: t Preconstruction Experience t Government Contracting t CM at Risk Delivery t Over $968 Million in Government Work t On Time/Within Budget Performance t 100% Committed to this Project t $157 Million | 383,000 SF t Headquarters facility for federal government agency t Office Space, Parking Garage, Central Utility Plant t LEED Gold & Platinum Certified Miramar, FL t $283 Million | 640,000 SF t Combatant command center for the Department of Defense t Four-Story Building, Conference Center, Services Building t LEED Silver Certified Miami-Doral, FL I. Construction Services Staff & J. Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 27 Eden Roc Beach Resort $163 Million 741,000 SF 3rd ID BCT Equipment Facility - USACE $26 Million 68,000 SF Battalion Dining Facility - USACE $16 Million 66,000 SF additional Relevant pRojectS Mr. Wilson serves as Hensel Phelps’ Management Representative who responds to all requirements and concerns of the Client. He has extensive experience in developing and monitoring project master schedules, estimating, job cost reports, and establishing and implementing effective communication procedures for all team components. He has worked closely with a variety of corporate clients on a wide range of project types under various contracting methods including design-build, CM/GC, and fixed price. Recognized in the industry for his ability to isolate and resolve various design and compliance issues early in a project’s evolution, his aptitude and expertise are evidenced in the many successful projects with which he has been involved. Years with Hensel Phelps: 8 Years In Industry: 12 Current Office Location: Fort Lauderdale, FL Education: Pittsburg State University B.S., Construction Management Matthew Wilson Project Manager Benjamin p. GRoGan & jeRRy l. dove FedeRal oFFice BUildinG U.S. SoUtheRn command headqUaRteRS (SoUthcom) Relevant expeRience: t Preconstruction Experience t Government Contracting t Over $516 Million in Government Work t On Time/Within Budget Performance t South Florida Experience t 100% Committed to this Project t $157 Million | 383,000 SF t Headquarters facility for federal government agency t Office Space, Parking Garage, Central Utility Plant t LEED Gold & Platinum Certified Miramar, FL t $283 Million | 640,000 SF t Combatant command center for the Department of Defense t Four-Story Building, Conference Center, Services Building t LEED Silver Certified Miami-Doral, FL I. Construction Services Staff & J. Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 28 additional Relevant pRojectS In his position as Superintendent, Mr. Knowles is highly skilled at supervising employees; coordinating work activities for employees, subcontractors, and production units; purchasing supplies, materials, and rented equipment; and job scheduling. He has developed exceptional safety, engineering, MEP Coordination, cost control, quality and management skills from his vast experience on a myriad of project types, and is thoroughly knowledgeable of building codes, permitting, and other regulatory processes. He brings effective management and efficient organization to the day-to-day onsite administration to each project to which he is assigned. Years with Hensel Phelps: 7 Years In Industry: 8 Current Office Location: Daytona Beach, FL Education: Florida International University B.S., Construction Management Reno Knowles Superintendent Benjamin p. GRoGan & jeRRy l. dove FedeRal oFFice BUildinG U.S. SoUtheRn command headqUaRteRS (SoUthcom) Miami International Airport, South Terminal $269 Million 1,200,000 SF Bethune Cookman University Residence Halls $59 Million 300,000 SF AAFES Mini Mall at Southern Command HQ $3 Million 15,057 SF Relevant expeRience: t Superintendent Role t Government Contracting t CM at Risk Delivery t Over $714 Million in Government Work t On Time/Within Budget Performance t South Florida Experience t 100% Committed to this Project t $157 Million | 383,000 SF t Headquarters facility for federal government agency t Office Space, Parking Garage, Central Utility Plant t LEED Gold & Platinum Certified Miramar, FL t $283 Million | 640,000 SF t Combatant command center for the Department of Defense t Four-Story Building, Conference Center, Services Building t LEED Silver Certified Miami-Doral, FL I. Construction Services Staff & J. Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 29 As a Project Engineer, Ms. Sweet has been in charge of the onsite project administration of the contracts to which she is assigned. She is highly skilled in cost control, submittal coordination, MEP Coordination, expediting material deliveries, subcontractor management, negotiating changes, scheduling, and general administrative operations. She places special attention on the resolution of interface conflicts, revisions, exceptions, and required submittals to ensure that all work is approved prior to fabrication, delivery, and installation. Her project experience covers both public and private owners under lump sum, unit price, negotiated GMP, and design-build delivery systems. Years with Hensel Phelps: 2 Years In Industry: 5 Current Office Location: Fort Lauderdale, FL Education: Georgia Institute of Technology M.S., Building Construction and Facility Management Coretta Sweet Project Engineer Relevant expeRience: t Project Engineer Role t Government Contracting t Over $157 Million in Government Work t On Time/Within Budget Performance t South Florida Experience t 100% Committed to this Project Benjamin p. GRoGan & jeRRy l. dove FedeRal oFFice BUildinG Miramar, FL additional Relevant pRojectS piedmont hoSpital SUppoRt SpaceS Building 77 Build-Out at Piedmont $11 Million 1,200,000 SF South Bed Tower Addition Piedmont Hospital $59 Million 300,000 SF t $157 Million | 383,000 SF t Headquarters facility for federal government agency t Office Space, Parking Garage, Central Utility Plant t LEED Gold & Platinum Certified t $16 Million | 52,400 SF t Hospital Operating Room and Supporting Spaces Outfit t Complex 21-Phase Plan To Keep Hospital Operational Atlanta, GA I. Construction Services Staff & J. Experience City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 30 additional Relevant pRojectS As an experienced QC Engineer, Mr. Resendiz effectively manages all quality control functions with emphasis on the use of preparatory and initial inspection phases to avoid field problems. He has been in charge of all quality control aspects including documentation for each definable feature of work, testing of construction materials, inspection of construction methods, and verification of compliance with plans and specifications. Years with Hensel Phelps: 18 Years In Industry: 20 Current Office Location: Fort Lauderdale, FL Education: Colorado University B.S., Civil Engineering Luis Resendiz Quality Control Engineer/Field Engineer Benjamin p. GRoGan & jeRRy l. dove FedeRal oFFice BUildinG WellinGton e. WeBB mUnicipal oFFice BUildinG Miami International Airport, South Terminal $269 Million 1,200,000 SF Colorado Convention Center $251 Million 1,400,000 SF JD Edwards Building III, Colorado $25 Million 200,400 SF Relevant expeRience: t Quality Control Engineer Role t Government Contracting t Over $836 Million in Government Work t On Time/Within Budget Performance t South Florida Experience t 100% Committed to this Project t $157 Million | 383,000 SF t Headquarters facility for federal government agency t Office Space, Parking Garage, Central Utility Plant t LEED Gold & Platinum Certified Miramar, FL t $129 Million | 680,000 SF t Iconic Headquarters For Multiple Agencies t 12-Story Building Housing 2,300 employees t Leed Gold Certification Denver, CO K. Project Management Services K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 31 Hensel Phelps approach is centered on the philosophy of building trust through transparency, open communication, and accountability. Hensel Phelps communication and collaboration plan will be implemented by the use of many tools developed to manage and communicate status and progress with respect to all aspects of project delivery – cost, schedule, quality, and safety. Hensel Phelps will utilize these tools coupled with coordination meetings, partnering, and reporting status on a regular basis. Monthly reports will be provided which will give a complete project status. On the following pages you will find an elaboration on the following ten points: 1. Design Management Reviews: Architects and Engineers (“A/E”) Coordination 2. Constructability Analysis and Planning 3. Budget Estimating / Value Engineering 4. Procurement of Subcontractors 5. Construction Scheduling 6. Cost Control 7. Quality Control 8. Claims Management 9. Safety 10. Project Closeout 1. Design Management Reviews: Architects and Engineers (“A/E”) Coordination Hensel Phelps will work with the A/E team to develop project control tools that streamline the process. These tools are designed to clearly identify and communicate design expectations, establish a design schedule that includes all deliverables and supports the overall project schedule, and assures that the design is developed and fully coordinated while addressing all technical, functional and constructability issues. These coordination tools are developed and utilized during the procurement and design phase to validate compliance with the Program Criteria Document (PCD). • Detailed Design Schedule. The detailed design schedule will expand upon and correlate with the design activities in the integrated master CPM schedule. This schedule will be extremely detailed and organized by design phase and discipline. It will include metrics which enable the design progress to be measured on a weekly basis. • Design Submission Checklist. The design submission checklist will be a comprehensive list of all design packages, the contents ineach package and the level of development. This tool, will be used to communicate to the project team the level of design completion required for each submission. This checklist will also be used by the design QC team to ensure the documents are complete prior to submission. • Criteria Compliance Log. The criteria compliance checklist is established during the proposal phase and used as part of the Design QC process to verify compliance with the Program Criteria Document (PCD). K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 32 • Constructability Reviews. Constructability reviews will be conducted throughout the design process and will consist of a comprehensive review focused on trade coordination and sequencing, material availability and construction and O&M safety considerations. All identified items will be tracked in the constructability review action log and kept open until they are adequately addressed and signed off by the authorized individual. • Design Action Log. This log provides the ability to identify and track design decisions and actions which will occur during the design process. The log will be sorted by responsibility and will be reviewed at each design meeting. • BIM Clash Detection Summary Log. This log provides a summary of all issues identified through BIM clash detection, allowing the team to resolve coordination and constructability issues prior to startup of construction activities and reducing the potential for schedule delays and cost impacts during construction. Hensel Phelps will utilize a Web Based Project Management Platform, as well as BIM technology, to enhance and streamline communication between all members of the project team. The web based project management platform will have been established during the Preconstruction phase and will continue as the primary communication tool by the Hensel Phelps on-site team. This system allows all team members to be integrated into one platform, avoiding slowdowns inherent in a physical paperwork process. The web based software system has a powerful search engine, enabling correspondence to be tracked, retrieved, and reviewed on screen within seconds. This allows for clean and concise correspondence, as well as excellent tracking procedures for the following information: RFI’s, daily reports, document changes, cost control, submittal information, action item hot lists, procurement tracking, meeting minutes, and as-built information logging. This will be the primary communication tool between Hensel Phelps and the A/E team throughout the life of the construction phase. Project collaboration and coordination will also be enhanced by leveraging BIM technology to its fullest. During construction, Hensel Phelps will use BIM in all of the site logistics planning and will create a 4D model by linking it to the master CPM schedule. BIM is used throughout the construction phase to plan and manage the work activities between not only the field staff but also the A/E team by monitoring progress, providing visual communication of work sequencing to field personnel and A/E shop drawing reviewers, and expediting the Shop Drawing review and approval process. K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 33 With implementation of design and budget concurrently throughout the preconstruction process Bid Packages can be implemented to accommodate separate packages of work based on funding or schedule constraints. The Hensel Phelps team will work with the A/E to establish these design packages so that the available funding is maximized and the project is kept under budget. Coordination of phasing/scheduling considerations with the A/E allows for fast track construction to meet Sunny Isles’ funding schedule and affords the team the opportunity to maximize the inclusion of various local small businesses. Hensel Phelps utilized a similar strategy on The Benjamin P. Grogan and Jerry L. Dove Federal Building with early bid packages to achieve the following goals which were all in excess of the General Service Administration’s contractual goals. The Benjamin P. Grogan and Jerry L. Dove Federal Building, Miramar, Florida Goal %Actual % Small Business Enterprise 31%37.87% Small Disadvantaged Business 5.1%12.76% Women Owned Small Business 3.1%6.81% Service Disabled Veteran Owned Small Business 3.1%6.64% 2. Constructability Analysis & Planning Hensel Phelps will provide recommendations, information, and leadership regarding cost, phasing, budgeting, quality, schedule, constructability, safety, and value management, as they relate to Sunny Isles. Hensel Phelps will join your team in K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 34 establishing specific protocols to facilitate clear and timely communication. We will work in partnership with Sunny Isles and its design team to achieve the following specific goals during preconstruction: • Identify and prioritize building components. • Provide constructability, schedule, phasing, and budgeting services with full transparency and collaboration. • Open communication with all stakeholders to culminate a world class project. In order to be successful in the achievement of these preconstruction goals, Hensel Phelps will incorporate an array of management tools. These tools will be project specific and put into effect immediately upon award of the project. Our management tools are imperative; as historically eighty percent of the project decisions are made in the first twenty percent of the project schedule, and without implementing the appropriate management tools from the onset, a project is at risk of developing undesirable challenges. Please find a list of anticipated management tools that will be utilized during the preconstruction phase that will make this critical part of your project successful for both Hensel Phelps and Sunny Isles: Develop Site Utilization Plan / Construction Site Logistics. The construction plan or site utilization plan will illustrate safety, security, traffic control, parking, material and equipment delivery and storage logistics keeping the field and Sunny Isles’ personnel up to date of all project operations while keeping the site well organized and clean at all times. Develop a Construction Phasing Plan to include Site Logistic Adjustments. Understanding how the project will be phased during construction is crucial to navigating the logistical challenges of building a project that is adjacent to an operational City Hall without impacting ongoing operations. By having the design team understand the construction plan, critical items can be identified and organized in order of precedence to support the schedule with early permitting and release of long lead items. Preconstruction Schedule. The preconstruction schedule details the required efforts in addition to further defining the construction activities. This schedule is an expansion of the project schedule and reflects the milestones and rough time frames identified. The preconstruction schedule durations are a reflection of the complexity and scope of the project. Construction Phase Permitting Requirements & Milestones. During preconstruction, Hensel Phelps will work in concert with the designers to identify all permitting requirements and construction milestones. These will then be incorporated into the construction schedule and the phasing of the work so construction will be uninhibited by the permit process. Risk Management Tool. The Risk Management Tool enables our project team to identify the risks early and develop a plan to manage and mitigate those risks. The use of this tool starts in the proposal phase and carries through the preconstruction and construction phases of the project. K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 35 Pre-qualification & Procurement of Subcontractors. Hensel Phelps uses a pre-qualifying process to help ensure the subcontractors procured for the project are qualified, capable, and have the financial viability to perform the scope of work contracted to them. This is a comprehensive best value approach. Schedule of Values. This schedule is put together upon award of the project and details out the items that will be billed against on a monthly basis. These items and values are agreed upon between Hensel Phelps and Sunny Isles before any billings are submitted. This schedule can be broken out by area, if so desired by Sunny Isles, to better evaluate progress and costs. This schedule will be reviewed by Hensel Phelps and Sunny Isles on a monthly basis. Careful management of the preconstruction services is critical to ensure the project is delivered on time and within the established Sunny Isles’ budget. These management tools will be communicated throughout the preconstruction phase to keep Sunny Isles up to date on progress and to ensure Sunny Isles’ expectations are being met. 3. Budget Estimating / Value Engineering Hensel Phelps has an astute ability to analyze, and more importantly, actively manage and control the cost of construction from project inception through final turnover and occupancy. Ultimately, we understand that it is this ability to evaluate the owner’s program along with the design criteria and prepare an accurate budget that is a major key to the project’s success. One of our main tasks in the early stages of the preconstruction phase will be to work with Sunny Isles to fully understand the specific project’s program requirements, budget constraints, and how they affect the overall design, cost and schedule. In order to accomplish this, we recognize the following three factors: 1. Program/Scope Quantities 2. Quality of Materials Selections/Life Cycle Considerations 3. Overall Cost All must be prioritized against one another with the understanding that two of these factors are fixed, with the third being the variable where the decision(s) need to be made. We will work closely with Sunny Isles to identify the “end of the day priorities” in order to facilitate these decisions as early as possible in the preconstruction phase. Once these priorities are established, we will rely on a number of estimating and cost management techniques to ensure that the project is properly budgeted and ultimately delivered on or under the final GMP budget. Some of the methodologies that we will employ to develop the initial, interim, and final GMP budgets are: • Cost modeling based on historical data with regional and inflation adjustments. • UniFormat conceptual estimating based on program requirements and general design criteria. • Value engineering utilizing: »“What-if scenarios” tracked on Hensel Phelps’ Trend Estimate Log. »Design peer reviews. • Subcontractor input using: »Predetermined alternates established with Sunny Isles and the design team. K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 36 »Voluntary alternates not previously contemplated by Sunny Isles, Hensel Phelps and the design team. • Local Government Experience Depending on how early Hensel Phelps is initiated with the designer, these cost estimates can initially be developed as a Cost Model if the conceptual design is still in progress. From that point the Hensel Phelps’ Project Manager and Estimator will capture changes in a trend log and will provide Sunny Isles a Conceptual Estimate from a thorough review of the Conceptual Design. Through Schematic Design, Design Development, and Construction Documents, the Hensel Phelps team will provide corresponding estimates with Trend Logs to keep the project under budget. Hensel Phelps is currently performing Preconstruction Services for Humana Health on a South Florida community clinic. Working with the A/E during the conceptual design phase allowed the team to identify constructability issues and opportunities for value engineering. The Project Manager and Estimator provided a conceptual estimate as a starting point which allowed Humana and the A/E to evaluate the design in relation to the budget. Upon the client’s request, the Hensel Phelps team identified and presented a list of possible value engineering alternates to bring the budget down approximately 10%. Our Estimator then contacted key subcontractors and vendors to secure project specific pricing to increase the overall accuracy of the estimate and further evaluate product alternates that could reduce the project estimate. Throughout the process, Hensel Phelps project management provided feedback based on industry standards, historical data and personal experience. Our jobsite executive team will be able leverage this experience to accurately identify and quantify risks specific to the project. Clarifications and Assumptions. Clarifications and assumptions are typically inevitable due to the fluid nature of construction projects as it relates to changing program requirements and design. Our ultimate goal is to properly manage the preconstruction phase of the project to ensure the final contract documents warrant very few, if any, clarifications and assumptions appendices to the final GMP estimate. Another advantage of Hensel Phelps’ project approach is our ability to seamlessly integrate our preconstruction estimating services and subcontractor procurement, so there is no loss of knowledge during this transitional point of the project. This ensures every construction dollar is spent wisely, because the same Project Manager and estimating team members have monitored and tracked the design continuously and thoroughly with numerous reviews of the design documents prior to issuing any bid packages. Bid Packaging & Subcontractor Purchasing. As we move out of the GMP development stage and into subcontractor purchasing, we will convert the final GMP estimate into Hensel Phelps’ Financial Status Report (FSR). The FSR is used to monitor, document, manage, and communicate the established project scope and associated budgets with the actual purchase amounts. The scope is organized in the manner in which we intend to purchase the work (i.e. future bid packages). Once a subcontract is issued, K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 37 the final subcontracted amount is reported into the FSR to compare that value against the associated budget from the final GMP estimate. The FSR will be updated and continuously shared with Sunny Isles, which creates a level of transparency and accountability for all project stakeholders by documenting and tracking every dollar committed throughout the duration of the project. When the comprehensive approach of a fully functioning FSR and “what-if” Trend Estimate Log is utilized, Hensel Phelps will be able to establish a collaborative process with Sunny Isles that will provide total cost management throughout the design process. Throughout our vast Construction Manager at Risk experience, we have seen value in engaging key subcontractors in a similar design-assist role as early as possible. Without removing the competitive nature from the selection process, we believe there can be a great value added to the project team in an early selection process. We look forward to discussing the advantages of this concept with Sunny Isles. Developed as an integral part of the preconstruction schedule, the Hensel Phelps Bid Package Schedule will be used in conjunction with the FSR for the subcontractor purchasing stage. This provides the framework for Hensel Phelps’ purchasing strategy and allows the team to prioritize the critical work items. This schedule will indicate the required dates to procure the various scopes of work and ensure adequate time is allowed for material procurement, fabrication and delivery. The development of the actual subcontractor bid packages will also be a collaborative process where we will encourage participation by Sunny Isles and the design team. In conjunction with the bid package development, Hensel Phelps will also implement a subcontractor pre-qualifying process to help ensure the solicited firms are qualified and have the financial viability to perform the scope of work contracted to them. 4. Procurement of Subcontractors Hensel Phelps has a proven track record in utilizing local subcontractors and vendors on our projects. In order to attract the best firms, provide fair opportunities and engage the local community, we will advertise through local avenues such as media, trade organizations, Construction News, Builders Exchange, Dodge, and our extensive database of already prequalified subcontractors and vendors. Hensel Phelps will work with Sunny Isles to ensure that the firms that have worked successfully on their facilities are aware of the upcoming contracting opportunities. Websites and printed media have their obvious merits, but nothing replaces meeting businesses and potential subcontractors face-to-face by holding meet and greet gatherings and one- on-one meetings. Before and during the procurement phase of the project, Hensel Phelps continually conducts business forums so that local contractors understand the scopes of work that will be issued in upcoming bid packages. During these outreach events, subcontractors complete a prequalification form to provide Hensel Phelps an understanding of their capabilities. This information gives us the ability to identity scopes of work that fit within a subcontractor’s ability. It also allows K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 38 us to assist smaller subcontractors in connecting with larger subcontractors to form sub-tier relationships. Hensel Phelps follows up these outreach events with one-on-one meetings with local subcontractors at their offices. This allows us to develop working relationships with the estimators and project managers that will be preparing the subcontractors’ proposals. Hensel Phelps understands that hiring only highly qualified firms is paramount to achieving project success. The subcontracting process is critical to the success of a project and Hensel Phelps will ensure that all of our subcontractors and vendors are successful. This process starts during procurement by creating a list of potential responsive and responsible bidders. Hensel Phelps will prequalify potential subcontractors and vendors in association with Sunny Isles’ requirements and consider the following factors: • Local Presence • Performance Record • Safety Record • Quality of Work Performed in the Past • Relevant Past Work Experience • Manpower Availability • Current Contract Backlog and Capacity • Bonding History and Capacity • Current Financial Status During procurement the estimating department utilizes iSqFt for information exchange with subcontractors and vendors. This software allows full control of how project files are shared and viewed by all parties. Once the project is awarded, the project management team utilizes Prolog for all onsite documentation of submittals, payments and correspondence. One of the strengths of Prolog is the integration of change estimates, change orders, and pay applications between the Owner, Construction Manager and subcontractors. This allows the flow of money to be tracked between all parties, eliminating any potential for misapplication or loss. The combination of these two platforms assist the Hensel Phelps team in communicating, tracking and documenting through all phases of design, procurement, and construction. Benjamin P. Grogan & Jerry L. Dove Federal Office Building, Miramar, FL K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 39 Benjamin P. GroGan and jerry L. dove FederaL BuiLdinG, miramar, FL Even with the special challenges our team faced, this project was completed on schedule and $8 million under budget through value engineering, and then reapplying savings into the budget. The most challenging aspect was the design, fabrication and installation of the curtain wall system. The curtain wall was the largest purchase on the project and the largest risk shared amongst the team. The design of this intricate system had a direct impact to the structure, architecture and the energy performance of the building – just to name a few. The curtain wall scope was a massive undertaking, especially since the system was the first of its kind and required a new Miami- Dade NOA to be utilized on the project. The Hensel Phelps Design-Build Team addressed this challenge by using a state-of-the-art 3D CAD system that was specifically modified for this project to manufacture the curtain wall system and aid in the installation on-site. Typical software could not provide these features due to the geometric complexity of the curtain wall design. Typical panels on a unitized curtain wall system have 15-20 parts on average while on this project, our unique systems had units with up to 468 parts each, averaging over 300 pieces per unit. u.S. Southern Command headquarterS, miami, FL The project had a strict requirement for the building shell to withstand sustained winds of 155 mph and gusts of up to 185 mph because of Florida’s high potential to be impacted by hurricanes. Hensel Phelps’ innovative approach and value engineering solution was to use wind tunnel testing to determine the most effective design. The test results determined that lower wind loads were actually imposed on most exterior envelope areas, allowing a reduction in costs for roofing, steel, tilt-up panels, building envelope, and curtain wall/ storefront material, while still meeting the structural requirement. Value Engineering Success. K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 40 Cost Control Example from $239 Million Hospital. CHALLENGE: Confirming accurate purchase of specialized Medical and Diagnostic Equipment. Specifications were developed around a definitive piece of equipment. The various manufacturers are inconsistent across the board with the fabrication and options provided. The infrastructure (MEP/FP) design requirements were generic and not well defined. SOLUTION: Hensel Phelps performed intensive scope reviews with the bidders. A review of the qualifications, questions, and options was conducted first with the Design Team, and second with the Owner to determine the low, qualified bidder (manufacturer) had adequate pricing, along with a complete scope of work to allow for reasonable future decisions and development. This minimized the User’s time spent reviewing the equipment while ensuring we procured the proper equipment at the best value. This identified several RFIs to document as necessary changes based on the final selected equipment. 5. Construction Scheduling Hensel Phelps’ plan to control the schedule during the design and construction phases of each project will be to use in-house personnel, working at the jobsite, to develop and maintain the critical path method (CPM) schedule, including the production of all CPM-related reports. All key members of the staff, working in a team relationship, will develop the initial CPM logic and establish milestones. The CPM will then be used as a planning and analysis tool for short interval production schedules (SIPS), coordination of changes, shifting work sequences in response to production or delivery problems, improving the utilization of limited resources, as well as for monitoring planned versus actual performance. Hensel Phelps uses P6 as the platform to develop its CPM schedule. Hensel Phelps also uses Synchro as a planning tool to integrate the schedule into the BIM model. This schedule/model integration allows the team the ability to plan resources based on a spatial view of the project, plan site logistics for difference phases of work, and plan safety through different stages of the project. Hensel Phelps will provide full scheduling services, beginning during the design phase and following through to project completion. The construction milestones must have early agreement from all members of the project team because of their impacts on project cost. Initially, this schedule will be developed in bar chart form and subsequently be transposed to a Network Analysis System (NAS) format for detailed analysis of the overall project. The NAS, updated monthly (or weekly during peak periods), is used to plan and expedite the work. The NAS will be K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 41 reviewed by Sunny Isles in team meetings with the HP team to evaluate design and construction progress. In addition to showing specific work activities that are critical to the project, the NAS will indicate materials procurement with emphasis placed on long-lead items. To provide simple, easily understood schedule information for the use of craftsmen and supervisors who are physically accomplishing the work, 4-week look-ahead schedules, trend curves, short interval production schedules (SIPS), and shop drawing/submittal control will be used. The team will begin construction planning early in the design process. In conjunction with constructability and scheduling reviews, the Superintendent and the Project Manager will begin developing detailed Site Utilization Plans and Phasing Plans. These plans will address efficient use of the available construction area. More importantly, this planning will address construction immediately adjacent to ongoing City Hall operations. The safety of City Hall personnel is of paramount importance to the Hensel Phelps project team. Overcoming a Scheduling Challenge: In January of 2015, Hensel Phelps began construction efforts on Baptist Health South Florida’s main hospital campus. The original contracted scope of work included the replacement of an Air Handling Unit (AHU) and all duct work and ceiling grid located in the proposed area of construction. Less than three months into the project, the client increased the project’s scope to include additional interior renovations. The interior renovations included: demolition of existing and the installation of new flooring, refinishing (skim coating) all interior walls, new paint, installation of new doors and hardware, custom millwork and impact resistant exterior windows. In order to adhere to the original schedule, Hensel Phelps proposed beginning the demolition process, while providing the client with competitive bids for all remaining trades. This solution was accepted by the client and successfully executed by Hensel Phelps. Through coordination and flexibility, Hensel Phelps was also able to secure the necessary permits and pass the AHCA inspection only three weeks later than the original scheduled date, despite the scope of work increasing by over 75% of the original contract value. K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 42 6. Cost Control Cost Control During Construction One way Hensel Phelps evaluates overall client satisfaction is in regard to management of unnecessary changes and/ or claims. Success in this area is a direct reflection of best management practices, teamwork and superior planning. The CM@R delivery method promotes an excellent environment to showcase the techniques and systems that have proven successful for owners, designers, subcontractors, and end-users on Hensel Phelps projects. Since CM@R facilitates the earliest engagement of construction individuals who will be ultimately responsible for cost, schedule and quality, it fosters implementation of the following cost and change management philosophies and systems by all stakeholders. Management of Initial Budget Upon Award Hensel Phelps fully integrates cost management systems with the design management process to provide a realistic cost for Sunny Isles in an “Open Book” format. These cost management systems will provide real-time feedback to Sunny Isles and facilitate decision-making of any potential cost impact to the project. Hensel Phelps will employ several financial tools to ensure Sunny Isles’ ability to make timely informed decisions, including:Trend Estimating • Financial Status Report • General Conditions Reporting • Trend Estimating To support the project design schedule, Hensel Phelps will utilize a technique called Trend Estimating. Trend Estimating is a process that allows for a continuous real- time update of the overall project budget to facilitate decisions in regard to specific scopes of work. The Trend Estimate allows for comparison of several design options from the aspects of design, cost and schedule. This process allows for informed decision making. During preconstruction and as the design develops, Hensel Phelps will monitor progress from the Initial GMP estimate. The main tools utilized to monitor and control costs during this period are trend estimates and the trend estimate log. These tools are designed to serve three functions: • Improve communication • Provide documentation of changing conditions • Facilitate the management of design within budgetary constraints Modified: 06.2010 Page 1 of 1 Form FOG1037A TREND ESTIMATE REPORT PROJECT:BCU Residential Facilities Daytona Beach, FL ADJ EST NO.:3.000.0 INITIATED :03/11/15 SECTOR Site APP ADJ NO.: APPROVED : The following change of scope will result in budget revisions as noted: SEC.UNIT NO.DESCRIPTION QTY UNIT COST TOTAL ORIGINAL BUDGET:192 Stalls - Housing Authority - MLK Blvd Site **ROM**192 STALLS 2,980.00 572,160 128 Stalls - BCU - S. of Int'l Speedway & Jesse St **ROM**128 STALLS 3,560.00 455,680 64 Stalls - BCU - S. of Int'l Speedway & Jesse St **ROM**64 STALLS 4,600.00 294,400 54 Stalls - BCU - Oak Street **ROM**54 STALLS 5,170.00 279,180 47 Stalls - BCU - Practice Field (MLK Blvd Site) **ROM**47 STALLS 5,710.00 268,370 30 Stalls - BCU - North Lincoln & State Street **ROM**30 STALLS 6,250.00 187,500 20 Stalls - BCU - North Franklin & Oak Street **ROM**20 STALLS 8,600.00 172,000 1 LSUM 180,000.00 180,000 0 0 (Back-up for above was provided with the GMP submission in Aug/Sept 2014)0 $2,409,290 REVISED BUDGET:Lot 4 - 59 Stalls - BCU - Oak Avenue 59 STALLS 7,030.00 414,770 Lot 6 - 25 Stalls - BCU - State Street @ Model Aveune 25 STALLS 6,700.00 167,500 0 (Back-up for above is attached.)0 0 0 0 0 0 0 0 $582,270 Indirects & Reserves 0.00%$0 NET CHANGE:($1,827,000) Rounded to nearest $1,000 EST. BY:MTR CHK. BY: TIME:01:21:46 PM DATE:09/16/15 Reduce the Various Parking Lots to two (2): Lot 4 w/ 59 Spaces, and Lot 6 w/ 25 Spaces. ADJUST FOR VE (Deleted 192 Stall Lot, Added another 54 Stall Lot, Added a 44 Stall Lot, and Added a 34 Stall Lot) K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 43 Once a particular trend is identified by the Team it is added to the Trend Log. The Trend is then priced and evaluated with a decision being made to either - accept, reject, or table the trend for possible future consideration. When a trend is accepted, the overall budget is automatically updated and revisions to the affected scopes of work are modified. The Trend Log also has benefits beyond cost tracking, including: documenting accepted modifications to the design for implementation by the design team, and creating a detailed chronology of design alternatives that have been evaluated and detail as to why they were accepted, rejected or tabled. Sunny Isles will benefit from Trend Estimating as it provides for quick turn- around of parameter estimates for owner requested options and value engineering recommendations. This allows Sunny Isles to evaluate the scope and price of multiple options, and issue formal acceptance for the desired scope with confidence, as they will already have been briefed on the effect the decision will have on the overall project schedule and budget. The trend estimate process begins immediately after the Initial GMP estimate is established and continues up to the point of a final GMP. Hensel Phelps’ cost control role is to identify and forecast the cost impact of all design, construction and owner scope issues. Trend estimating and the trend log allow for Hensel Phelps to provide real time estimating to the project team and over-the-shoulder estimating with the design team. This ensures that cost is a design consideration. The search for further project scope definition requires: • Questioning the designers, consultants, owner, and end user(s). • Considering any special requirements of the owner or pre-established owner standards that may be above and beyond building codes or traditional design. • Assuring all systems that are included and anticipated have been budgeted. • Reviewing all governing agency requirements. • Researching similar past projects completed by Hensel Phelps, owner, architect, subcontractor partners, and/ or other team members. • Communicating the quality and quantity assumptions in the budget estimate throughout the design process, ensuring that this information is transmitted to the professionals actually developing the project specifications and construction drawings. When projecting the anticipated impact to the budget due to design progress, each subsystem or budget line item will be evaluated independently. Progress estimates will be performed at the prescribed design milestones (i.e. programming, schematic, design development, construction documents) and incrementally, as outlined to facilitate a fast-tracked approach. The identification and documentation of changing conditions with trend estimates and the trend estimate log provides the “history” of decisions made, while also recording assumptions and qualifications that may need to be referenced in the future. K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 44 The Financial Status Report (FSR) is the primary tool utilized to track the evolution from a final GMP budget, through the subcontract procurement process, to a fully contracted project. Hensel Phelps closely monitors the results of the purchasing/subcontracting process to ensure that the overall project budget is met. The FSR is organized in the same manner as the GMP Budget, and divided into three major sections: • Budget, which will always match the latest estimate. • Purchase, which indicates the amount of the actual purchase agreement/ subcontract value issued. • Gain/Loss, which tallies the resulting +/- comparison of budget costs vs. purchase costs. This establishes the buyout trend as it relates to the budget or contract amount. This tool allows Hensel Phelps to evaluate the current purchasing/subcontracting status of every incremental GMP and/or Work packages undertaken. The FSR is reviewed in detail at every project team meeting. The FSR is also the primary tool used for reconciliation of the GMP. As a “living document” that is updated throughout the course of the project, the FSR maintains the following information: • Subcontract Values - in addition to purchased amounts, change order amounts are tracked. • Contingencies - amounts that are subcontracted from or added to contingencies are recorded so that an accurate picture of the remaining contingency is maintained. • Financial Transaction History – every dollar moved from one budget to another is tracked and recorded as history within the FSR. The FSR will be used to determine when contingency amounts can be reduced and when purchasing gains can accrue in favor of the Owner, either to enhance the Scope of Work or reduce the overall project value. Change Management Hensel Phelps has a proven history of delivering projects within or under budget for our Clients. We have utilized lessons learned over the course of our firm’s history and implemented systematic management processes that have been demonstrated to be successful time after time in delivering projects within or under budget. Hensel Phelps takes great pride in the efforts we take to avoid unnecessary and unwanted changes and/or claims through proactive management practices, teamwork and relentless planning to deliver the most cost efficient project possible within the scheduled time frame. Hensel Phelps’ philosophy is to minimize change orders and their cost/schedule impact. When changes do occur, Hensel Phelps’ on-site staff will rapidly conduct an analysis to determine if work in progress or future work will be affected. A complete listing of all affected areas and involved parties will be developed along with an analysis of cost and schedule impacts. Any required changes to the schedule or the cost between Hensel Phelps and Sunny Isles or between Hensel Phelps and subcontractors or suppliers will be negotiated in a timely manner. Hensel Phelps’ philosophy is to work in Sunny Isles’ best interest. K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 45 Hensel Phelps can offer Sunny Isles savings by having a flexible change management approach during design and construction. Two other important items that our team has experience with on government / municipal work are listed below. Management of Owner Furnished Equipment As with all aspects of the Hensel Phelps team approach, effective communication and the associated sharing of information with all stakeholders is imperative to the success of the project. This holds true in regards to the Management of Owner Furnished Equipment. Cut sheets and manufacturer’s data for all Owner Furnished Equipment must be distributed to all team members prior to the equipment being released for fabrication. Hensel Phelps will work with other team members to carefully review equipment data to ensure that there is design consistency with architectural finishes as well as full code compliance in mechanical and electrical system interfaces. ADA and Life Safety implications will also be assessed at this juncture. Once the team has collaboratively reviewed the data on the Owner Furnished Equipment, Hensel Phelps will effectively work as an extension of the Sunny Isles team to closely evaluate the proposed delivery schedules of all Owner Furnished Equipment to ensure that components arrive on dates which are consistent with the overall project schedule. Hensel Phelps will take the lead role, ensuring that once Owner Furnished Equipment arrives onsite, it is stored and maintained in a manner which safeguards full equipment warranties. Hensel Phelps will be responsible for documenting all measures. Low Voltage and IT Coordination Hensel Phelps understands that the first step in Low Voltage and IT Coordination is to gain a comprehensive knowledge of the system which is to be installed, modified, or expanded. Of paramount importance is the identification of existing system infrastructure in order to access points of connection/ system interface. This thorough knowledge of the system will facilitate Hensel Phelps and our team of subcontractors being able to develop an accurate project schedule for system installation which will include proposed dates for any system shutdowns required for making system tie-ins. During this process Hensel Phelps will evaluate the proposed schedule to evaluate the opportunity to be able to bring system components online in a “phased approach” to support the needs of Sunny Isles. In all aspects of our schedule evaluations, Hensel Phelps will endeavor to minimize disruptions to adjacent facility operations. Hensel Phelps has a proven track record of demonstrated expertise in the management, coordination and commissioning of Low Voltage and IT systems. Hensel Phelps’ success in managing Low Voltage and IT Coordination lies in bringing the right subcontractors to the project, and maintaining open and constant communications to ensure the development of that extensive system knowledge. This will culminate in Hensel Phelps coordinating comprehensive Owner training for all Low Voltage and IT systems. K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 46 7. Quality Control Design and Preconstruction Quality Assurance is integral in every project phase. Primary responsibility for planning, executing, coordinating, and reviewing the design work will reside with the Preconstruction Manager. The Preconstruction Manager will be responsible for: • Establishing the scope and frequency of reviews required on the project. • Evaluating the ability of the deliverables to meet contract requirements and identify issues and corrective actions, as well as identifying reviews and developing a review schedule at suitable stages. • Ensuring that technical review and checking of work is completed by all team members. • Recording and maintaining records of reviews and subsequent actions determined necessary as a permanent record of the project. For projects that require multi-disciplinary coordination between technical specialties and outside consultants, each participating discipline or outside consultant will be fully responsible for reviewing and checking the technical accuracy of their work. The Preconstruction Manager will be responsible for ensuring that the work of participating team members is properly coordinated and appropriate review and checking procedures have been followed. Review of work at the technical discipline level is the responsibility of the project technical leads. All project deliverables including computations, drawings, specifications, cost estimates, reports, etc. will be checked, initialed, and dated by the technical lead prior to submittal. Records will be kept to verify that checking has been performed and to validate that the documents comply with project requirements, including: • Completed checklists and forms. • Review drawings or “check sets” with handwritten initials and dates indicating that corrections have been made and back checked. • “Checked” blocks with hand written initials and dates on computation sheets, cost estimates, and drawings. Copies of the checked deliverables are reviewed by the Project Manager and provided to the Technical Director to verify and document that such review was completed. Work will be reviewed in accordance with the following criteria: • Compliance with Sunny Isles’ standards and requirements. • Professional technical standards, regulations, and codes. • The Hensel Phelps discipline quality control manuals. K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 47 • Sufficiency of the work for the intended use, including degree of accuracy, detail and definition, quantity of information transmitted, and safety. • Economy and appropriateness of design. • Accuracy of assumptions, procedures, and conclusions. • Functional requirements such as constructability and accessibility for operation and maintenance. • Completeness including accurate cross referencing to other drawings, details, or specifications. • Hensel Phelps’ contractual obligations and scope of services. • Compatibility with existing facilities and planned future facilities. • Coordination among technical disciplines. Construction Hensel Phelps has a proven Six-Step Quality Control Process that is implemented on each project. The funnel below illustrates these key steps and how they directly relate to the production of a high quality project for Sunny Isles. Procedures for continual improvement include addressing opportunities to: • Raise performance to improve effectiveness of the quality assurance system • Eliminate the cause of non-conformities to prevent recurrence • Eliminate the cause of potential non- conformities to prevent occurrence Through our continual improvement process, we ensure that the need for improvement, corrective, and/or preventive actions is evaluated promptly when a non-conformity or client complaint is identified. If action is required, we resolve the practice(s) that have caused or may cause future errors. The Team will implement the following Six-Step Quality Control Process: Step One - Purchasing Meeting. This is where we purchase the level of quality expected by defining each subcontractor’s quality control responsibilities and agreeing to the actions that will be taken to achieve the desired results. This occurs prior to awarding the subcontract, so that once agreed upon we can progress forward with a collaborative attitude. Step Two - Pre-Mobilization Meeting. This meeting is to evaluate the subcontractor’s understanding of the work and reiterate their quality control obligations. This meeting is generally held 1-2 months prior to the to review the status of the design (as it relates to the scope), the submittal requirements, K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 48 testing / inspection requirements, protection of work obligations and similar items. This meeting is held with the Subcontractor’s supervision and management team that is assigned to the project. Step Three - Preparatory Meeting. This is our formal pre-construction meeting attended by the Subcontractor, design representatives, owner representatives, inspectors, material manufacturers and Hensel Phelps to thoroughly review all requirements related to the work, establish all inspection protocols, and determine the quality assurance measures that will be taken to ensure that all work is properly performed. This meeting is generally held 1-2 weeks prior to starting work and will also determine the scope of the next step. Step Four - Initial Inspection. This is part 2 of the Preparatory Meeting. It is the actual verification that all topics were discussed and agreed to in the Preparatory Meeting are being adhered to. A representative scope of work is actually installed and then reviewed prior to progressing with additional work so that all parties can agree that the Subcontractor is demonstrating its ability to meet the project requirements. Step Five - Follow-Up Inspection. This inspection is conducted after work has progressed and is meant to ensure that the Subcontractor is continuing to install materials per the standards established during the Initial Inspection. Step Six - Final Inspection. The Final Inspection, the last step in the Quality Control Process, provides the owner the opportunity to verify that the installed work meets the requirements of the contract. This occurs in the following three stages: Initial Inspection, Pre-Final inspection, and Final Inspection. Hensel Phelps’ Warranty Management is centralized at a the Hensel Phelps MEO Technology Center which is a 24x7x365 Call Center and web-enabled solution that effectively and efficiently manages any warranty issues. Facility staff and occupants can call, email or use their personalized web page to request assistance with facilities related issues from the Facility Technical Specialist(s) (FTS). The FTS will then dispatch work order procedures to achieve resolution to the issue. Users can receive updates from the FTS or can view and monitor each issue via the website. The Hensel Phelps FTS’ receive calls, emails, or web requests for facilities-related issues from client/facility staff/occupants and dispatch work order procedures to the proper contractor or sub-contractor for resolution. The FTS’ log and track warranty issues and store all related service information, operations and maintenance manuals, onsite equipment information and follow up during throughout the work order process. The client is able to monitor and follow each issue through to completion. This approach provides a single repository of archived information relevant to each specific facility. K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 49 Be Pro-Active with Quality Control During a recent renovation to a hospital for Baptist Health (Client), Hensel Phelps encountered many existing conditions that were no longer in compliance with the most recent building code(s). In preparation for the upcoming AHCA inspection, the Hensel Phelps Quality Control team took a proactive approach by performing a pre-inspection of the area of construction with all MEP subcontractors. As a result of the pre-inspection, Hensel Phelps was able to identify and correct several deficiencies prior to the inspection date that would have resulted in a failed AHCA inspection. By taking a proactive approach, Hensel Phelps passed the AHCA inspection as a result of the implementation of the Six-Step Quality Control process which not only encompassed the contracted scope of work but also required a full examination of the site’s existing conditions where construction work was to be performed. 8. Claims Management Hensel Phelps will focus its efforts up front to clearly allocate and communicate performance standards and responsibilities between Hensel Phelps and our subcontractors from the outset of the process. We engage in a thorough bidding and purchasing process to clarify scopes in an effort to avoid gaps and misunderstandings. Hensel Phelps will require that each subcontractor execute our standard subcontract form with additional requirements and controls, such as notice provisions and a thorough review of each request prior to submission to the Owner. Finally, in those instances where these processes are unable to avoid a claim, the subcontract requires the use of alternative dispute resolution processes, either those mandated by the Owner, or in the event of a dispute that does not involve the Owner, through mandatory arbitration. As is customary throughout the construction industry, Hensel Phelps has had a very small number of litigation matters relating to our construction project work. Hensel Phelps works diligently to avoid these situations and, when they do occur, has a strong track record of employing mediation and/or negotiation to obtain a prompt and proactive resolution, without litigation. Claims and Risk Management Hensel Phelps analyzes and mitigates risk throughout the project, from the preparation of the proposal through commissioning and turnover. During the preconstruction phase, Hensel Phelps will address the risks associated with the specific project by engaging in a risk assessment process to: • Identify – Recognize individual risks as they arise. • Understand – Discern the nature and ramifications of the risks. • Plan – Develop a way to mitigate the risks. • Manage – Administer the risk management plan. K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 50 By implementing this process we are able to provide solutions which mitigate the identified risks. We accomplish this by having construction management, design management, and major subcontractor management, in conjunction with Sunny Isles, review the identified risks. By collecting the diversity of approaches these professionals bring to the process, Sunny Isles is ensured that the team examines the risks from all angles, and formulates a unified solution. Hensel Phelps’ Risk Management Tool is comprised of three separate sections: Risk Management During Pre-Award / Procurement: As the procurement team develops a proposal, risks are identified. In order to track the status of these risks, the Risk Management Tool is developed. The development and updating of the Risk Management Tool during the procurement is vital to laying the foundation for successful risk mitigation. The Risk Management Tool includes all key risks identified during the proposal period and the actions taken to mitigate these risks. The Risk Management Tool is routinely reviewed to ensure that the risks are being mitigated. Risk Management during Preconstruction/ Design Development: Throughout this procurement, Project Manager Matthew Wilson will be responsible for identifying potential challenges that may arise on each project. He will be responsible for creating and updating the Risk Management Tool for new risks identified and mitigated during the design development and preconstruction phase. Hensel Phelps will review the Risk Management Tool on a weekly basis to ensure that the design development is managed such that these identified risks are successfully mitigated and resolved. Risk Management During Construction: Any risk items not fully mitigated during the Preconstruction / Design Development Phase are carried over to the Construction Phase Risk Management Tool. Project Manager Matthew Wilson will continue to be responsible for updating the Risk Management Tool during the Construction Phase of the project. The Risk Management Tool is reviewed on a regular basis, but at a minimum it will be reviewed monthly to ensure any unresolved risks are being properly projected. Additional big picture strategies to mitigate coordination risk will be implemented on: Early Subcontractor Involvement: Early key subcontractor involvement in the design completion process is one key element to reducing the risk on a K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 51 design-assist project. Engaging these trades as design-assist subcontractor(s) reduces the financial risk to the project by developing and locking in prices and ensuring the early development of a complete scope of work. It also reduces the risk of unknowns for these trades during construction, as the same firm assisting in the completion and coordination of the design, will be completing their respective scope(s) of work. Coordination and Constructability Reviews: Coordination and constructability reviews help mitigate risk with in-depth reviews of the design documents throughout the design completion process and prior to major design milestones. Coordination reviews focus on verifying the design and present consistent solutions among all disciplines to ensure sequential, timely, and efficient construction. Coordination review also focus on interdisciplinary compatibility to reduce or eliminate collision between disciplines during the design effort. Constructability reviews analyze the availability, quality, and performance of the selected building systems. They also analyze code issues and verify RFP compliance. Construction reviews will often include pin-up sessions with all stakeholders, including independent peer reviewers. 9. Safety Hensel Phelps’ current Experience Modification Rate (EMR) is 0.44 -- less than half the industry average. Additionally, our Days Away, Restricted or Transferred (DART) Rate for 2014 was .68. The emphasis Hensel Phelps places on safety has resulted in one of the construction industry’s best safety performance records. This record is even more significant considering the fact that Hensel Phelps has self-performed an average of 4 million labor hours over the past three years. Hensel Phelps’ safety EMR rate is always well below the industry average of 1.0, resulting in significant savings through reduced Worker’s Compensation insurance rates. We take pride in both our safety program and its award-winning results. For both our private and public clients, Hensel Phelps has been recognized for our commitment of making sure all activities on site are performed as safely as possible. In support of a ZERO accident safety culture, Hensel Phelps employs an outstanding safety incentive plan involving employee accountability at every level to truly “rally the troops” and keep everyone motivated to work in as safe manner. K. Project Management Services City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 52 10. Project Closeout Our Philosophy is that the preparation for project close-out starts day one of the project. We anticipate working in conjunction with the City of Sunny Isles Beach Project Manager and facilities personnel to develop and organize a close-out plan that emphasizes the importance of this phase. The plan will be developed during our preconstruction phase, and made part of our subcontractor agreements and monitored by our project staff during the course of the project to ensure compliance. Our project team fully understands that we are responsible to provide the following: as-built record documents, O&M manuals, training on building systems and closeout reports while assisting in project commissioning and addressing any other post construction requirements required by the City of Sunny Isles Beach. As a standard service, Hensel Phelps provides a 24x7x365 call center to assist in warranty/guarantee items that may occur. Unlike many of our competitors, Hensel Phelps is committed to the life of your facility as demonstrated by our operations and asset management team platform. As an additional service, the Hensel Phelps Service Group provides outsourced facilities management as well as operation and reliability-centered maintenance services ensuring that the City of Sunny Isles Beach facility will run efficiently, while guaranteeing improved service outcomes, reduced operational costs, and asset life enhancement. L. Location of Offices L. Location of Offices City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 53 Hensel Phelps’ Southeast District is comprised of two offices, Ft. Lauderdale and Orlando. There will be staff assigned to this project from both offices. • Ft. Lauderdale Office 100 NE 3rd Avenue Suite 610 Fort Lauderdale, FL 33301 • Orlando Office 6557 Hazeltine National Drive Suite One Orlando, FL 32822 In the Southeast District, Hensel Phelps has 263 employees. Below you will find our employees broken down by job function. Officers: 1 Operations Managers: 5 General Superintendents: 4 Project Managers: 12 Project Superintendents: 10 Area Superintendents: 31 Project Engineers: 16 Field Engineers: 16 Office Engineers: 59 Estimating: 14 Safety: 9 Quality Control: 9 Project Development: 13 Accounting / Administrative: 6 Technology: 3 Support / Supplier Diversity: 1 Interns: 3 Craft: 51 M. Claims & Litigation M. Claims & Litigation History City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 54 Within the past five years, Hensel Phelps has been involved in the following significant litigation matters related to Hensel Phelps’ project work. We do not have any criminal claims. Response Hensel Phelps is or within the past five years has been involved in the following significant litigation matters related to Hensel Phelps’ project work. Hensel Phelps v. Royal American Services, Inc. and Arrowall Company Cause No. 2014-00593 This action was filed in Harris County, Texas, by Hensel Phelps against Royal American and Arrowall Co. HP alleges that Royal American performed defective work on the installation of the roof and flashing components for The Methodist Hospital Outpatient Care Center. Hensel Phelps corrected the defective work for the project owner and filed suit to recover the costs incurred. The matter was tried before the court in September 2015 and a defense judgment was entered. Stephens Pipe and Steel v. NEU Security Services, LLC, Hensel Phelps, Travelers Casualty and Surety Co. & Liberty Mutual, Case No. 15-cv- 61160 This action was filed in the District Court for the Southern District of Florida in June 2015. This Miller Act claim filed by a 2nd tier subcontractor seeks to recover funds that alledgedly were not paid to a supplier for construction materials supplied on an HP project. Stephens alledges that the first tier subcontractor, NEU Security, received fencing materials from Stephens, but failed to pay for them. Stephens now seeks relief under the HP payment bond. NEU Security has agreed to defend and indemnify HP and its surety in this action. Hensel Phelps v. Liberty Mutual Case No. 01-15- 0003-2594 This arbitration matter was filed by Hensel Phelps against Liberty Mutual Insurance Company, as surety for Riggs Contracting, to recover costs incurred by Hensel Phelps due to Riggs default and abandonment of its subcontract work on the Tinker AFB Project in Oklahoma City, Oklahoma. Hensel Phelps completed Riggs work and filed suit to recover the costs incurred when the surety refused the reimburse Hensel Phelps for these costs. The matter is currently in the early stages of discovery. Hensel Phelps v. Hanover, Case No. 37-2015-00002007-BU-BC This action was filed in December 2014 in San Diego Superior Court by Hensel Phelps against Hanover Insurance Company to enforce the payment terms of a Settlement Agreement entered into between the parties under which Hanover, as surety for MIS Co., agreed to pay Hensel Phelps costs incurred by Hensel Phelps due to MIS’ default and abandonment of its subcontract work on the San Diego Courthouse Project. The matter was dismissed when Hanover satisfied its payment obligation and paid Hensel Phelps costs and fees. The Dallas/Fort Worth International Airport v. Hensel Phelps, Case No. DC-15-04833 This action was filed in April 2015 in the District Court in Dallas County, Texas. DFW alleges that paving work performed by a Hensel Phelps subcontractor on the DFW MSF project is not draining properly and reqiures rework. The project was completed in approximately 2002. The matter is in the early stages of discovery and investigation with the Owner Controlled Insurance Program carrier taking the lead on behalf of all insureds. The Dallas/Fort Worth International Airport v. Hensel Phelps and KBR, Case No. DC-15-04400 This action was filed in April 2015 in the District Court in Dallas County, Texas. DFW alleges that either design or construction defects are causing issues with concrete columns on the DFW Guideway project completed in approximately 2002. The matter is in the early stages of discovery and investigation with the Owner Controlled Insurance Program carrier taking the lead on behalf of all insureds. Godart & Co. d/b/a Godart Florida Real Estate Investments v. Hensel Phelps Construction Co. and Ronald Rodriguez, Case No. CACE15004073 This action was filed in March 2015 in the Seventeenth Judicial Circuit in and for Broward County, Florida. Godart alledges a breach of an oral agreement to split commissions derived from any construction deals between Hensel Phelps and a member of the Qatari Royal Family. Godart also alledges civil conspiracy arising from the efforts to deprive Godart of payment for his services. HP never entered into any contract in Qatar, which is a necessary prerequisite to Godart receiving any commission, and will defend on that basis. DBM Inc. v. Travelers and KiewitPhelps a Joint Venture, Case No. 8:15-CV-0048-TAT This action was filed in February 2015 in the District Court of Nebraska. DBM filed a claim under the Miller Act alleging that it provided labor and materials as a second-tier subcontractor on the US Stratcom project and has not been paid for a portion of its work. DBM is seeking damages in the amount of $ 2,057,818 plus all interest, costs, and fees recoverable in accordance with the Miller Act. Tri County Elec., Inc. v. Hensel Phelps, et. al., Case No. 14-C-914 This case was filed in state court in Monongalia, West Virginia, in December 2014, regarding the construction and renovation of the Federal Correctional Institution at Hazelton. Tri County has sued Hensel Phelps and every tier between them alleging non-payment for services and materials provided in addition to the sureties for every company. Hensel Phelps believes the claim is without merit and will defend it aggressively. M. Claims & Litigation History City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 55 Response Hensel Phelps is or within the past five years has been involved in the following significant litigation matters related to Hensel Phelps’ project work. Hensel Phelps v. Bond Safeguard, Case No. 14-cv-02495-KLM This action was filed in October 2014 in US District Court in Denver, Colorado, by Hensel Phelps against Bond Safeguard Insurance Company, as surety for Trainor Glass, to recover costs incurred by Hensel Phelps correcting defects in glass work installed by Trainor on the Denver Courthouse Project. Trainor ceased operations and was unable to perform and Hensel Phelps filed suit to recover the costs incurred performing on Trainor’s behalf when the surety refused the reimburse Hensel Phelps for these costs. The matter is currently in the early stages of discovery. Cupertino Electric, Inc. v. Hensel Phelps, CGC-14- 542331 This action was filed in October 2014 in San Francisco County, California, by Cupertino Electric, Inc. seeking to recover funds allegedly due and owing on a Stop Notice in the amount of $5,108,582.00 for work performed on the San Francisco Airport Terminal 3 project. The parties mutually agreed to stay the action while awaiting payment from the Owner and such payments have significantly reduced the amount of the claim. The parties continue to work together to facilitate payment of the remaining amounts arising out of an insurance claim. Blake’s Painting v. Hensel Phelps, Case No. 9:14-CV-3020-SB This Miller Act case was filed in August 2014 in a South Carolina federal court by a painting subcontractor on the P444 and P454 Marine Training Simulator Facility and Hangar at the Marine Corps Air Station, Beaufort, South Carolina. The suit contends that Hensel Phelps has not paid Blake’s for work performed on the project. Hensel Phelps has filed an answer denying the claim given that Blake’s failed to perform its contractual duties by failing to staff the work and adhere to project specifications, allowing HPCC to withhold payment in order to supplement Blake’s work. The case has been stayed pending arbitration, which is scheduled for sometime in 2016. Radonich Corp. v. Cupertino Elec., et al., Case No. 114cv264333 This action was initially filed in April 2014 in Santa Clara, California, state court over a claim regarding the Santa Clara Medical Center Seismic Safety Project. This case stems from conflicting bridging documents provided by the owner related to the installation of a particular type of cable. Cal Coast Telecom (Radonich) has sued Cupertino over the non-payment of the proper cable and attendant labor. A claim has been made with the owner, the resolution of which is not complete. Cupertino sued Hensel Phelps on an implied indemnity theory related to the claim. The case will be arbitrated sometime in 2016. Beeler Barney & Associates Masonry Contractors, Inc. v. Hensel Phelps, et. al., Case No. 1:14-CV-012-WKW This matter was filed in January 2014 in an Alabama federal court. The action is a Miller Act claim brought by a subcontractor stemming from a fatal accident, for which a different subcontractor was responsible, at a project in Ft. Rucker, Alabama. BBA received payment as part of a project-wide builder’s risk insurance claim, but alleges that the amount was not sufficient to cover its costs. Hensel Phelps disputes BBA’s claim, countering that its costs were due to its own failures, and that its accident-related costs were compensated by insurance. The parties agreed to mediate, which resulted in a global settlement of which HP contributed $7,500. Incidentally, there was a companion case with the same facts, Covenant v. Hensel Phelps, that was stayed in the same court and also settled at the same mediation. Westfield Insurance Co. v. HPCC and Noorda Sheet Metal Co., Case No. 13- CV-02419 This matter is a declaratory action filed in September 2013 in the federal district of Colorado over the “HAATS” project at the Eagle County Airport in Gypsum, Colorado. The plaintiff surety issued performance and payment bonds on behalf of Noorda, the metal roof system subcontractor. Noorda experienced financial difficulties that led HPCC to terminate Noorda. Westfield stepped in under the bonds and HPCC agreed to reinstate Noorda. HPCC defaulted Noorda a second time for performance issues after its work failed. Westfield filed this action for a determination of rights related to HPCC’s termination of Noorda, HPCC’s testing procedures, and HPCC’s requirements for repair. All other claims are against other parties. HPCC filed a motion to arbitrate and the matter was resovled in mediation with Westfield agreeing to reimburse Hensel Phelps for costs incurred in correcting Noorda’s work in an amount in excess of $800,000. The Mark Condominium Owners Association v. The Mark Condominiums LLC, Case No. 37-2013- 00049168 This action commenced in July 2013 in San Diego County, California, by the Home Owners Association of the Mark Condominium project in San Diego, California against the Developer, Designer, Hensel Phelps, and several subcontractors and material suppliers alleging construction defects and warranty issues. Most of the defendants were covered by an Owner Controlled Insurance Program which assumed defense of the matter on behalf of all named insureds. The case is in its infancy and is being investigated. Discovery has yet to begin. M. Claims & Litigation History City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 56 Response Hensel Phelps is or within the past five years has been involved in the following significant litigation matters related to Hensel Phelps’ project work. W. G. Tomko, Inc. v. U.S. Engineering Co. and HPCC, et. al. (arbitration) W. G. Tomko is a second-tier subcontractor that filed an arbitration demand against HPCC’s subcontractor, U.S. Engineering, claiming delay and impact damages on the construction of a prison in Hazelton, West Virginia. HPCC was joined to the arbitration in May 2013. Prior to an arbitration scheduled for September 2014, the parties settled with Hensel Phelps receiving a net payment of $1.2M. MixOnSite USA Inc. v. HPCC (Arbitration) This arbitration was filed in April 2013 and stems from a dispute related to a project in Hawaii. Subcontractor MixOnSite claims delay damages and loss of productivity. HP has counterclaimed since it had to complete the subcontractor’s scope of work, suffering damages in the process. The arbitration took place in December 2013. In March 2014, Hensel Phelps was awarded over $67,000 in damages plus attorneys’ fees and costs. CMH Manufacturing, Inc. v. HPCC, et al., Case No. 12-CV-1223 This case involves burst sprinkler pipes that were not properly insulated at the Fort Bliss dormitory in Texas. In December of 2012 a Western District of Texas suit was filed by a lower tier subcontractor after arbitration against the first tier sub, Warrior, failed. In response, CMH sued every party with any connection, however remote, to the sprinkler pipes. Most of the claims are against the other subcontractors, which is, essentially, what this case is about - who should ultimately pay for the improper pipe installation. The matter was ultimately settled in mediation with Warrior bearing nearly all of the financial burden. HPCC v. San Diego Unified Port District, Case No. 37-00053225 On October 21, 2011, the California Court of Appeals issued an opinion holding that the San Diego Hilton construction project located on land leased by a public entity to the hotel owner qualified as a “public work” under state prevailing wage statutes. The Court’s ruling reversed a lower court decision and the position taken by the public entity in the governing lease documents. As the prime contractor, Hensel Phelps completed the Project in accordance with the public entity’s position and the lease documents. We complied with the ruling by ensuring that all Project workers were paid at the then applicable prevailing wage rates for the work they performed. See Hensel Phelps and San Diego Unified Port District (Respondent) v. Carpenters/Contractors Cooperation Committee (Appellant) (Super. Ct. No. 2008-00086718-CU-PT-CTL). HP then filed suit against the public entity to recover these funds under the statutory indemnity provisions of California’s Labor Code. In May 2015, the court awarded HP over $11M in damages, including costs, fees, and interest. Hensel Phelps v. USACE ASBCA No. 58393 This matter arises out of a “pass through” appeal complaint filed in December 2012 with the Armed Services Board of Contract Appeals on behalf of several Hensel Phelps subcontractors seeking compensation for extra work performed on the DISA Headquarters Project at Fort Meade, Maryland. In October 2013, the parties settled with Hensel Phelps receiving $6,000,000 plus interest from the date of claim certification. Quality Iron v. Hensel Phelps (Arbitration) This arbitration action was commenced in August 2011. Claimant’s demand arises out of work performed on the USMC BEQ Project in San Diego, California. QI seeks approximately $100,000 for installation of temporary safety posts required to comply with OSHA standards and Hensel Phelps has counterclaimed for $140,000 in costs incurred facilitating the timely completion of portions of QI’s work. Following an unsuccessful mediation, the parties were able to resolve the matter under confidential terms and the arbitration proceeding was dismissed. Dallas/Fort Worth Airport Board v. KBR, Hensel Phelps, McCarthy et. al. Cause No. 11-03855 This matter arises out of an action filed in March 2011 in Dallas County, Texas by DFW against its designer, Kellogg Brown and Root (KBR) alleging errors in the design of concrete panel connections for the automated people mover project completed by HPCC in 2006. Hensel Phelps was joined in February 2012 based on KBR’s claim of potential construction defects. The cost of repair is estimated to be $2,000,000. Based on our investigation of the allegations in the suit, Hensel Phelps took the position that the panel failure was caused by errors in the design and that there was no evidence of any construction defects. The court agreed and, on its motion for summary judgment, dismissed Hensel Phelps from the suit in December 2012. M. Claims & Litigation History City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 57 Response Hensel Phelps is or within the past five years has been involved in the following significant litigation matters related to Hensel Phelps’ project work. Dallas/Fort Worth Airport Board v. Hensel Phelps, Kone et. al. Cause No. 11- CV 02743 This action was filed in March 2011 in Dallas County, Texas by DFW and alleges liability for deterioration in glass panels installed as part of the automated people mover project performed by HPCC in 2006. The cost of repair is estimated to be between $500,000 and $750,000. The Parties agreed to stay the litigation to allow HPCC to evaluate the allegations and potential repair options in conjunction with the OCIP insurer providing coverage to the Owner, HPCC and Kone for such claims. Following this evaluation, the OCIP insurer agreed to fund the repairs in the amount of $603,000 and the parties recently resolved all claims and disputes and agreed to dismiss the lawsuit. Penterra Plaza v. Simpson Housing, Hensel Phelps, Bergner Architect, et. al. . No. 11-CV 1023 This action was filed in February 2011 in the City and County of Denver by the Home Owners Association for the Penterra Plaza project constructed in Denver, Colorado in 2003. The action was filed against the Developers, Designers, and Hensel Phelps alleging liability for errors in the sale, development, design and construction of the project. The action was stayed while the parties engaged in a joint investigation of the alleged issues and damages. The parties mediated extensively issues relating to liability, scope of repair and cost of repair and reached global resolution of all claims through the mediation process. Hensel Phelps (through its insurer) contributed to the settlement, but the specific terms of the settlement are subject to a confidentiality agreement among the parties. Diestro, Inc. v. Hanover, Strata Prop. et. al. Case No. 37-2011-0008394-CU- OR-CTL This action was filed in January 2011 in San Diego County, California by Diestro against a number of owners, developers, contractors and subcontractors, including Hensel Phelps, involved in the development of properties adjacent to a Diestro property in downtown San Diego. The suit seeks recovery for settlement damage to an existing structure allegedly resulting from excavation on the adjacent properties, including the Indigo Hotel project completed by Hensel Phelps. Initial investigations indicate that repair costs could range from $500,000 to $900,000 and also indicate that Hensel Phelps responsibility for the damage is very minimal. The action was in the initial stages of discovery when an initial mediation effort resulted in a negotiated resolution of all claims against Hensel Phelps and its subcontractors and consultants on the Indigo project. Neither Hensel Phelps nor its insurer contributed to the court approved settlement. Carrigg v. Hensel Phelps (O’Leary Asphalt) (Arbitration) This arbitration action was commenced in December 2010. Claimant’s demand passes through a lower tier subcontractor’s, O’Leary Asphalt (OAI), demand regarding failed asphalt paving work on the DISA Project in Fort Meade, Maryland. OAI seeks $996,000 for extra work and other impact costs and Hensel Phelps has counterclaimed for $465,000 in costs incurred correcting the defective work and otherwise completing portions of OAI’s work. The parties engaged in extensive mediation that led to a complete settlement of the matter for $100,000 and dismissal of the arbitration action and a related Miller Act suit filed (and then stayed) in federal district court. In addition, Hensel Phelps is, on occasion, named in a small number of personal injury, property damage or payment actions relating to subcontractor/supplier incidents or disputes, which are customary in the construction industry. These actions are being defended by responsible subcontractors and their insurance carriers or sureties. Please contact Robert Majerus, General Counsel, at 970.346.7255, or Scott Johnson, Corporate Counsel, at 970.346.7355, if additional information is desired. N. Forms & Attachments N. Forms & Attachments City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 58 Non-Conclusion Affidavit N. Forms & Attachments City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 59 Public Entity Crimes N. Forms & Attachments City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 60 Public Entity Crimes N. Forms & Attachments City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 61 Conflict of Interest N. Forms & Attachments City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 62 Dispute Disclosure X X X N. Forms & Attachments City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 63 State the Nature of the request for equitable adjustment, contract claim, litigation, or protest, and state a brief description of the case, the outcome or status of the suit and the monetary amounts of extended contract time involved. Equitable adjustments and claims pursuant to contract are common in the construction industry, with any given project experiencing multiple requests for added or deleted work. Hensel Phelps Construction Company does not track information regarding equitable adjustments and contract claims in the ordinary course of its business because, ordinarily, they are resolved amicably and rarely, if ever, lead to litigation. If you require information regarding any specific equitable adjustment or contract claim, please contact the our Corporate Counsel. Contact information is below. MIKE BALLENTINE Corporate Counsel | Legal Department 420 Sixth Avenue, Greeley, CO 80631 Office: 970.346.7360 Cell: 970.584.9066 Email: mballentine@henselphelps.com Dispute Disclosure N. Forms & Attachments City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 64 Equal Opportunity / Affirmative Action Statement N. Forms & Attachments City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 65 Anti-Kickback N. Forms & Attachments City of Sunny Isles Beach | Request for Qualifications No. 15-08-02 September 23, 2015 Page 66 Certificate of Insurance Southeast District 6557 Hazeltine National Drive Suite One Orlando, Florida 32822