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Home My WebLink AboutSBLM ------ I ~~ -~ ~ ----~ .1-- , L. "...-" .....- .....--"'--~. , / -- ~'! . ,- / II . ---- -~ SBLM Architects 11430 N. Kendall Drive Suite 310 Miami, FL 33176 Telephone (305) 412-9187 Fax (305) 412-6731 jcohen@sblm.com www.sblm.com Ms. Jane A. Hines City Clerk City of Sunny Isles Beach Government Center 18070 Collins Avenue Sunny Isles Beach, FL 33160 R~CEIVED I MAY 2 UO~O?J: ot{M CITY OF SUNNY ISL~ BEACH OFFICE OF THE CITY CLERK May 25, 2010 Re: RFO #10-04-02 Professional Architectural Services Dear Ms. Hines: SBLM Architects is pleased to submit our qualifications in response to the above- referenced request. We believe we offer a uniquely suited team for this contract, one that is well acquainted with the City of Sunny Isles Beach's goals, values, and culture. As the architect for the Sunny Isles Beach Community School, we benefited from the synergistic and close-knit relationship the local government and resident stakeholders shared. Major projects like this school are the result of a collaborative process, made possible through active community boards and organizations. We worked in concert with this process taking into account not only the school board plan and project parameters, but also the voice of parents, teachers, and neighbors. SBLM is a strong advocate of the "everyone wins" approach where all parties contribute to the success of the project. The Sunny Isles Beach Community School represents the beginning of a partnership with the City that we are committed to developing. In addition to our familiarity with the City, the proposed team brings a depth of experience and technical expertise that is well suited for the various needs of the City's general architectural contract. Our team has a combined 65 years of architectural experience and offers a diverse set of skills and capabilities. Each team member has worked with a range of private and public sector clients and is well equipped to handle a variety of project types. Over the past two years the team has collaborated on several government agency contracts including projects for the Miami-Dade County General Services Administration, Miami-Dade County Public Schools, and Miami-Dade College. We are very enthusiastic about this opportunity to assist the City of Sunny Isles Beach. Should you have any questions about our submission, please contact me at jcohen@sblm.com or (305) 412-9187. Sincerely, SBLM Architects t::AIL James Cohen, AlA, LEED AP Principal New Ye;d< MI'::Hll; Dublin. IRL r SBLM Qualifications Firm Overview About SBLM We Approach Architecture from a Different Perspective SBLM Architects PC is a nationally recognized firm passionate about realizing our clients' goals through responsive architecture. With over thirty years of experience, a highly-trained staff, and a thorough understanding of the most recent design and construction technologies SBLM Architects remains a consistent, steadfast resource for both new and longstanding clients. Established in 1993, SBLM Architects is the successor firm to Shiffer Burdick Litchfield Magnuson Architects. In order to accommodate the increasingly complex demands of an expanding range of project types, the partners of SBLM reorganized the firm into five primary studios: Education, Mixed-use and Residential, Retail & Commercial, Healthcare & Wellness, and Civic. SBLM's studio structure allows the sharing of information and expertise through a cross-practice exchange. This results in the delivery of efficient and high quality service to clients in each business sector. A fully integrated design firm, SBLM also maintains its own graphic design and photography studio, as well as an in-house expediting service. Headquartered in New York City, SBLM maintains offices in Miami, Florida, and Dublin, Ireland, and Chennai, India. The New York and Florida offices work very closely, combining resources and pooling talent on numerous client accounts. As a large firm, SBLM has many firm- wide resources. Our Intranet provides staff with technical resources such as the CAD and construction standards library, code manuals, project and staffing schedules, project database, and accounting information along with many more features. The firm also promotes learning through weekly project management and continuing education seminars as well as design critiques. These resources are actively utilized and help to make intra- office communication more efficient. Firm Ownership SBLM is owned by five partners including two of the original founders of the firm, Joshua Burdick AlA, LEED AP and Philip Magnuson AlA, LEED AP. The other three firm owners are Michael LeFande AlA, LEED AP; David Nicholson AlA, LEED AP; and James Cohen AlA, LEED AP. Mr. Burdick and Mr. Cohen manage the New York and Miami offices, respectively. Miami office: 11430 N. Kendall Drive, Suite 310 Miami, FL 33176 New York office: 151 W. 26 Street, 2nd Floor New York, NY Component Firms The partners of SBLM Architects also own and manage dbRight, an entity that offers competitive architect lead design-build project delivery options and a lower-risk alternative to the conventional design-bid-build model. This offers increased efficiency and reduces design- related change orders. Florida Office SBLM's Florida-based team comprises architects, technicians, and administrative personnel who employ the most current technology in our ongoing public sector and government work statewide. SBLM has developed solid relationships with many public and private clients throughout Florida in the education, civic, and retail sectors. SBLM's Miami office is approximately 35 miles from the City of Sunny Isles. Our location enables our team to be readily accessible at all times for on-site needs at any project location for this contract. Financial Statement SBLM has a strong history of financial stability and has successfully managed to remain profitable during the turbulent state of the present economy. SBLM's annual revenue for 2008 and 2009 were $19,939,979 and $14,583,566 respectively. One of the key factors to SBLM's financial health is its diverse practice, which allows the firm to flourish even when activity decreases in one of its five studios. In addition, SBLM is fortunate to have numerous repeat clients with steady streams of work. These clients, in addition to many others, have come to rely on SBLM for exceptional service and quality. For additional financial information, please see the financial statements included in section five. 2 SBLM Architects SBLM Qualifications Firm Overview SBLM Approach Successful architecture occurs when the client's desire for a beautiful, functional, affordable project is realized. At SBLM, we understand that design solutions must evolve from a thorough understanding of the client goals, project parameters, site characteristics, construction methods, as well as a realistic approach to scheduling and budgets. Many elements can speed or hinder the process along the way: material cost and availability, zoning and code regulations, and the choice of contractors and consultants, to name a few. We keep the project on track by maintaining control of the process throughout the project's entirety. Quality Control commences at the start of every project and continues throughout document preparation and construction administration. SBLM's project management procedures, paired with the firm's depth of resources, enable us to meet our commitments and execute our responsibilities thoughtfully and thoroughly. Design Philosophy and Process SBLM involves its clients as active participants in the design process. Every project begins with a dialogue to understand the client's business philosophy and operations and to define project goals. We develop the design based on this collaboration, creating solutions that address the program parameters, timeframe and budget. In urban and sub-urban settings where adaptive re-use is the norm, we have the experience to ensure that the required program will complement the existing built conditions. In cases that call for ground-up construction, we perform thorough site studies and environmental analyses that lead to informed and efficient designs. In every instance, we are committed to construction and space planning strategies that infuse the design with meaning and originality, without ever losing site of the factors that drive cost and operational efficiency. Sustainable Design Initiatives SBLM's commitment to sustainability is demonstrated by our portfolio of environmentally sensitive work, including 13 LEED certified/registered projects, and our 30 LEED-accredited staff. Our internal Stewards of Sustainability (SOS) Committee keeps SBLM abreast of the latest developments in green technology, materials and practices while providing a resource for the entire office. Our experienced staff will assure that your project encompass the latest sustainable strategies. All appropriate techniques and acknowledged strategies SBLM Architects of sustainable architecture- non-toxic construction; the use of durable, natural, resource-efficient materials; reliance on the sun for day lighting; thermal and electric power; recycling; and the conservation of energy-are all part of our design practice. SBLM offers the following sustainable design/LEED services. Integrated/whole building design Efficient building enclosure design Project life cycle assessment LEED project specifications Sizing for renewable energy sources Advanced day-lighting design and artificial lighting efficiency Building re-use Onsite recycling storage design Financial incentives and building performance certifications LEED signage and graphic design LEED building certification for new and existing construction, commercial interiors, and core and shell Waste Reduction Strategies SBLM takes particular care to reach sustainability goals through waste reduction, regularly diverting an average of up to 75% of waste materials that would otherwise be shipped to landfills. Material salvage and reclamation are an integral part of SBLM's building ideology. Green Operating and Maintenance Plans SBLM frequently has been able to develop the functional portion of a LEED-certified project's green operating and maintenance plan, as well as developing educational graphic imagery for installation within the space. Energy Tax Credits/Incentive Programs Our clients receive grants under these programs for their energy efficient measures in the projects they build. SBLM has expanded its feasibility study and due diligence services to include the identification of available energy tax credits and other incentive programs from government agencies and utility companies. Civic Studio SBLM has collaborated with public institutions, CIVIC bodies, and local and state agencies for over three decades. We excel in the execution of design and 3 SBLM Qualifications Relevant Experience construction services at any scale, from the most straightforward on-call capital improvements to the most complex ground-up facilities. SBLM's innovative designs, pragmatic solutions, technical expertise and project management procedures ensure that our civic projects are executed swiftly and economically and that they incorporate the latest advances in sustainable and energy-efficient technology and construction. Public and Private Sector Experience SBLM has held numerous on-call and term contracts with government agencies throughout the firm's history, including contracts with Miami-Dade County General Services Administration, Miami-Dade County Public Schools, Miami-Dade College, the Dormitory Authority of the State of New York (DASNY), the New York City School Construction Authority (NYCSCA), the Department of Citywide Administrative Services (DCAS), the Department of Homeless Services (DHS), and the New Jersey Schools Development Authority (NJSDA). This wide range of project experience has included offices, schools, libraries, courthouses, industrial buildings, maintenance facilities, and correctional institutions. As a result of this experience, SBLM is well-versed in the interpretation and application of all state and local code requirements as well as government agency procedures. SBLM's hands-on approach allows us to manage our projects and work with local officials to ensure a smooth and efficient project completion. In addition to our public sector work, SBLM has a wide ranging private sector portfolio including big box and speciality stores, distribution centers, malls, restaurants, fitness centers, hotels, residences, clinics, and hospitals. Our commercial and government experience, client oriented service and local presence make SBLM well suited to provide general architectural services for the City of Sunny Isles Beach. Local Expertise The proposed team members-James Cohen AlA, LEED AP; Glenn Lurie AlA, LEED AP; and Anthony Koehler AlA, LEED AP-are familiar with the City of Sunny Isles Beach from their work on the Sunny Isles Beach Community School. As part of the design process the team met with and presented to the local community board, commissioners, and the Mayor. Through this dialogue, SBLM learned about the City's plans, such as the island-wide storm water management program and private sector growth goals. Participatory discussions with city staff, administrators, and citizens created an informed and interactive design process which greatly contributed to the success of the project. These meetings also provided insight into the City of Sunny Isles Beach culture, community aesthetic, and city demographics. We know, as a growing upscale community, the city is in the process of converting aging waterfront buildings into a new hospitality, residential, and retail center. With projects such as the redevelopment of Collins Avenue, Sunny Isles Beach is becoming a premier shopping and tourism destination. Investing in the local infrastructure is equally important to the community, as new roads, bicycle paths, pedestrian walkways, landscaping, and other improvements are critical to preserving and enhancing the fabric of the community. As an architect for this contract the team will combine their local knowledge, expertise, and shared enthusiasm to meet the project needs and goals of the City of Sunny Isles Beach. Selected Project Case Study - Sunny Isles Beach Community School, Sunny Isles, FL The City of Sunny Isles Beach partnered with Miami- Dade County Public Schools to build a new school in its community. The selected school site presented a major challenge-the lot area was only one quarter the size that the school's program requirements demanded. To meet the size limitations and fast-track schedule, the team drew upon their urban design experience and created a multi-story solution utilizing tilt-up concrete construction. The design features intersecting concrete planes at the entry, a cantilevered exterior staircase, and second- floor concrete bridges. The bold use of the school's yellow and blue colors accent key exterior architectural elements against the backdrop of the waterfront. Key to the design process was addressing the community's two main concerns-preserving the neighborhood aesthetic and avoiding disruption to the flow of traffic. The design team met these challenges by treating all sides of the site equally. By fronting all streets and adding entrances on all sides, the comprehensive student drop-off function is spread out across all streets flanking the school and the building design preserves the neighborhood views by hiding the school loading area within the parking structure. The school is administrated as four schools within a A "t SBLM Architects SBLM Qualifications Relevant Experience, Staffing Approach & Project Organization single facility. The design is a single pod form repeated four times, one for each school, resulting in a modular four-story classroom wing. The repeated forms created economy and schedule efficiency by incorporating the bulk of construction into a compact portion of the site. Public spaces are organized across a courtyard space. These spaces serve both the school and community use, with the courtyard functioning as circulation, assembly and featured space. Staffing Approach As a large, multi disciplinary architecture firm, SBLM is well-equipped to handle the Sunny Isles Beach general architectural services contract. With an architectural staff of over 60 design professionals, SBLM has the ability to evaluate a project's needs and staff it to match the complexity of the project and the time necessary for the completion of the assignment. The SBLM team assigned to the project will remain on the project from inception through construction administration and the final punch list. This approach preserves the design integrity of each project as it moves toward completion and reinforces a seamless interface with the various project stakeholders. Project Organization The project team will be lead by James Cohen AlA, LEED AP, serving as Principal-In-Charge. In this role, Mr. Cohen will oversee all Sunny Isles Beach projects and client requests. He will be responsible for managing the execution of all services under the Sunny Isles Beach contract and will ensure that resources are committed to the project as required. As the Project Manager, Glenn Lurie AlA, LEED AP will serve as the day-to-day contact with the City of Sunny Isles Beach. Mr. Lurie will have complete responsibility for conventional management elements, including quality, schedule and budget. He will be directly responsible for managing the architectural team as well as consultant coordination. As Design Director, Anthony Koehler AlA, LEED AP will work with Mr. Cohen, Mr. Lurie, and the City to establish a clear design direction for the project. Mr. Koehler will play a major role in the schematic and design development phases and ensure the construction documents are reflective of the design intent. Qualifications and experience of the key project team members are outlined in the pages to follow. SBLM Architects 5 SBLM Qualifications Proposal Contact James Cohen AlA, LEED AP Managing Partner, SBLM Florida Principal-In-Charge 11430 N. Kendall Drive, Suite 310 Miami, FL 33176 Telephone: (305) 412-9187 Fax: (305) 412-6731 email: jcohen@sblm.com As Managing Partner and Principal-in-Charge of SBLM's Miami office, James Cohen plays an integral role in the management, direction and day-to-day operations of each project undertaken by SBLM's Florida-based team. With over 20 years at SBLM, Mr. Cohen directs and manages a broad range of the firm's projects for government, education and retail clients. He brings a comprehensive understanding of building systems integration and project management to all his endeavors. Mr. Cohen's years of hands-on experience in all phases of the architectural process from conception to completion have earned him the trust and admiration of many clients. License/Registration: AL, AZ, AR, CO, FL, IN, LA, MN, NV, NY, SO, TN Affiliations: American Institute of Architects (AlA) Leadership in Energy and Environmental Design Accredited Professional (LEED AP) International Council of Shopping Centers (ICSC) Construction Specifications Institute (CSI) National Council of Architectural Registration Boards (NCAR B) New Commercial and Public Buildings Energy Rater Education: Master of Architecture - SUNY Buffalo Bachelor of Arts, Architecture - SUNY Binghamton Selected Experience: Sunny Isles Beach Community School, Sunny Isles, FL Mr. Cohen was the Principal-in-Charge for this new 210,000-square-foot school which accommodates 1,642 K-8th grade students. Miami Sunset Senior High School, Miami, FL Mr. Cohen managed the renovation of this two-story 320,000-square-foot high school. MDCPS - Existing Facility ADA Upgrades, Multiple Locations, Miami FL Mr. Cohen is the Principal-in-Charge of this program which includes ADA upgrades at several Miami-Dade County Public Schools. The scope of work includes upgrades to existing group and single user restrooms, doors and access, work sinks and casework, hi-Io drinking fountains, signage, walkways, ramps, curb access and parking. MDC - Environmental Signage Program, Multiple Locations, Miami FL Mr. Cohen is the Principal-in-Charge for Miami-Dade College's new environmental and wayfinding signage system across all existing campuses. The new signage system will comply with all applicable codes and provide a uniform, "branded" approach for all campus buildings. ITS Annex Warehouse Facility, Miami, FL Mr. Cohen is managing the renovation and expansion of the 30,000-square-foot ITS Annex warehouse facility, which serves as a headquarters for MDCPS's information technology department and its central computer equipment storage depot, staff offices and repair shop. Miami-Dade Correctional Facility, Miami, FL Mr. Cohen is managing the re-design and rehabilitation of this two story correctional facility, originally constructed in the 1980s and now maintained by Miami-Dade County. Whole Foods Market, Multiple Locations, FL As Principal-in-Charge of the Whole Foods expansion program for the Southeast, Mr. Cohen manages the design and construction of numerous projects including new, free-standing buildings and mixed-use urban sites. Projects have included multi-level parking structures, vermaports, and vertical conveyors for shopping convenience in multi-story buildings. 6 SBLM Architects ------j SBLM Qualifications Proposed Personnel Glenn Lurie AlA, LEED AP Project Manager Glenn Lurie has over 20 years of experience with large- scale institutional and general commercial projects. He is proficient in all aspects of construction documents, preliminary and developmental design and has considerable experience conducting architectural and structural on site inspections. He is an indispensable part of SBLM 's Florida operations, regularly overseeing quality control measures and bringing his resourcefulness and sophisticated understanding of building construction and regulatory procedures to the betterment of each project. License/Reg istration: FL Affiliations: American Institute of Architects (AlA) Leadership in Energy and Environmental Design Accredited Professional (LEED AP) Occupational Safety Environmental Hazards (OSHA) 500 Florida CGC (Unlimited Certified Building Contractor) National Council of Architectural Registration Boards (NCARB) Education: Bachelor of Architecture - Rhode Island School of Design Bachelor of Fine Arts - Rhode Island School of Design Selected Experience: Sunny Isles Beach Community School, Sunny Isles, FL Mr. Lurie was the Project Manager for this new 210,000-square-foot school which accommodates 1,642 K-8th grade students. The entire project, from design through construction was completed on time in just 26 months. MDCPS - Existing Facility ADA Upgrades, Multiple Locations, Miami FL Mr. Lurie is the Project Manager executing facility- wide ADA upgrades at several Miami-Dade County Public Schools. The scope of work includes upgrades to existing group and single user restrooms, doors and access, work sinks and casework, hi-Io drinking fountains, ADA signage, and exterior ADA walkways, ramps, curb access and parking. Bridgestone/Firestone Auto Centers, Multiple Locations, Southeast U.S. As Project Manager, Mr. Lurie oversees SBLM's operations to provide third party construction oversight and observation services at Bridgestone's Firestone Auto Center locations. The retail service centers, which are typically between 7,000 and 8,000 square-feet in size, incorporate diverse program elements. To ensure that the work is performed to the highest standards of quality and efficiency, Mr. Lurie and the SBLM team work closely with the Owner and Contractor to review the progress of construction at regular intervals. 24 Hour Fitness, Multiple Locations, FL Mr. Lurie was the Project Manager for three 24 Hour Fitness projects across southern Florida. Each fitness club includes amenities such as an NBA size basketball court, 3 lane lap pool, steam, sauna, spa, aerobics studio, spin room, and children's play area. Facilities are typically 50,000-square-feet and average $3 million in construction costs. TransLoad America, Miami FL Mr. Lurie is the Project Manager for this waste transfer- by-rail project, which consists of a 30,000-square- foot transfer building containing a rail spur, separation, and processing area as well as an office building and gatehouse. 'City of North Miami Beach Utilities Department, Miami Gardens, FL Mr. Lurie served as Project Manager on this major expansion and upgrade to an existing water treatment facility. New work included an administrative building, water treatment buildings and tanks, maintenance facilities, and storage areas for materials and records. Mr. Lurie oversaw exterior coordination with lay-down, pre-fabrication and staging during construction, as well as large vehicle and heavy equipment access. 'Previous affiliation SBLM Architects 7 SBLM Qualifications Proposed Personnel ~ ~ Anthony Koehler AlA, LEED AP Design Director, Associate SBLM Associate. Anthony Koehler, has accumulated almost 15 years of experience designing public and community facilities. A talented, resourceful designer well-regarded for his problem-solving skills and resourceful approach to complex or challenging design briefs, he is particularly proficient at developing expressive design concepts. Mr. Koehler is multi- faceted, employing a variety of media and conceptual tools to explore design options, and developing a clear design direction for each project. Mr. Koehler completes a detailed analysis of the project, exploring factors including site placement, lighting studies, code analysis, and program requirements in order to find the best design solution. License/Registration FL Affiliations American Institute of Architects (AlA) Leadership in Energy and Environmental Design Accredited Professional (LEED AP) National Council of Architectural Registration Boards (NCAR B) Education: Bachelor of Architecture - University of Miami Selected Experience: Sunny Isles Beach Community School, Sunny Isles, FL Mr. Koehler was the Lead Designer for this new 210,000-square-foot school which accommodates 1,642 K-8th grade students. The entire project, from design through construction was completed on time in just 26 months. MDCPS - Special Projects Consultant Contract, Multiple Locations, Miami FL Mr. Koehler was the Lead Designer for this contract which included the design and construction administration for several free-standing covered shelters at Michael Krop Senior High School, Norwood Elementary and Parkway Elementary schools. MDC - Environmental Signage Program, Multiple Locations, Miami FL Mr. Koehler is the Lead Designer for Miami-Dade College's new environmental and wayfinding signage system across all existing campuses. The new signage system will comply with all applicable codes and provide a uniform, "branded" approach for all campus buildings. The program includes the development of design standards for internal vehicular and pedestrian signage, directional and identification signage, directories, and access symbol signs. *MDC North Campus Buildings 2000, 7000 & 8000, Miami, FL As the Job Captain on this project, Mr. Koehler performed a complete exterior remediation of the Library Building for the Miami-Dade College North Campus. The scope of work included the restoration of all pre-cast concrete panels, sealant, joints, and windows caulking. In addition, the existing SBS modified built-up roof was replaced with a new single-ply system. All rooftop equipment was raised, and building expansion joints were replaced in conjunction with the reproofing. Kohl's Office Interior Project, New York, NY Mr. Koehler is the Design Director leading SBLM's design of the new Kohl's headquarters in Manhattan. Mr. Koehler analyzed, programmed and provided space planning for the sprawling new space, which occupies 40,000 square-feet on two floors of a commercial building. The design revolves around the idea of 10 "design pods" each of which functions as an autonomous unit, but which are open enough to encourage inter-pod communication and innovative thinking. The project is on schedule to be completed June 2010. Interfaith Medical Center, Brooklyn, NY Mr. Koehler is the Design Director for two projects at Interfaith Medical Center. One project consists of a new interior fit-out at the 8th floor of a psychiatric unit and the other, a new, 24,000 square-foot behavioral health clinic. 'Previous affiliation 8 SBLM Architects SBLM Qualifications List of Projects PROJECT LOCATION STATUS CLIENT REFERENCE ITS Annex Miami, FL In progress Mr. Jorge Bonsenor Completion: Fall 2010 Senior Project Manager Miami-Dade County Public Schools Tel: (305) 995-4043 email: Ijbonsenor@dadeschools.net MDCPS - Existing Multiple Locations, In progress Mr. Michael A. Krtausch Facility ADA Upgrades Miami, FL Completion: Director, Facilities Operations Varies by location Miami-Dade County Public Schools Tel: (305) 995-4451 email: MKrtausch@dadeschools.net Biscayne Gardens Miami, FL On hold Mr. Michael Roth Elementary School Completion: TBD Project Manager Miami-Dade County Public Schools Tel: (305) 995-4737 email: mroth@dadeschools.net MDC - Environmental Multiple Locations, In progress Ms. Gloria Garzon Signage Program Miami, FL Completion: Aug. 2010 PM, Facilities Design & Construction Miami-Dade College Tel: (305) 237-0561 email: ggarzon@mdc.edu Miami-Dade Miami, FL On hold Mr. Ace Marrero Correctional Facility Completion: TBD Deputy Director Design & Construction Services Miami-Dade County Tel: (305) 350-6265 email: asaelm@miamidade.gov Whole Foods Market Multiple Locations, In progress Mr. Mark Mobley FL Completion: Design Manager Varies by location Whole Foods Market Tel: (201) 567-2090 email: Mark.Mobley@wholefoods.com PETCO Multiple Locations, In progress Mr. Tom Nygard Eastern U.S. Completion: Director of Construction Varies by location Petco Animal Supplies, Inc. Tel: (858) 909-4665 email: tomn@petco.com Bridgestone Firestone Multiple Locations, In progress Mr. Scot Dever Auto Centers Southeast U.S. Completion: Bridgestone Retail Operations, LLC Varies by location Tel: (630) 259-9438 email: sdever@bfrc.com TransLoad America Miami, FL On hold Mr. Len Enriquez Waste Transfer Facility Completion: TBD Director of Construction TLA - Cambridge Tel: (305) 926-3309 email: lenriquez@transloadamerica.com SBLM Architects 9 SBLM Qualifications List of Projects PROJECT LOCATION STATUS CLIENT REFERENCE Office Depot Multiple Locations, Completion: April 2010 Mr. Ed Costa FL (All locations) VP, Procurement and Development Office Depot Inc Tel: (561) 438-7782 email: edward. costa@officedepot.com 24 Hour Fitness Multiple Locations, Completion: April 2010 Mr. Marshall Stewman FL (All Florida locations) Senior Project Manager 24 Hour Fitness Tel: (305) 350-6265 email: mstewman@24hourfit.com Miami Sunset Senior Miami, FL Completion: Dec. 2009 Ms. Janet Kelly High School (Substantial completion) Executive Director, School Facilities Miami-Dade County Public Schools Tel: (305) 995-4895 email: jkelly@dadeschools.net MDCPS - Special Multiple Locations, Completion: Sep. 2009 Mr. Jorge Bonsenor Projects Consultant Miami, FL Senior Project Manager Miami-Dade County Public Schools Tel: (305) 995-4043 email: Ijbonsenor@dadeschools.net Sunny Isles Beach Sunny Isles Beach, Completion: July 2008 Mr. Michael A. Krtausch Community School FL Director, Facilities Operations Miami-Dade County Public Schools Tel: (305) 995-4451 email: MKrtausch@dadeschools.net PTISports Miami, FL Completion: May 2007 Mr. Meredith Birrittella (Design only) CEO PTISports, LLC Tel: (305) 665-4412 10 SBLM Architects Firm Licenses ACt 4190500 STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION BOARD OF ARCHITECTURE << INTERIOR DESIGN SEQ# L08122200554 . . : . : . LICENSE NBR 1 12/22/200B IOB02942B3 IAA0003434 The ARCHITECT. CORPORATION Named below "IS 'CERTIFIED Under the provisions of Chapter 4B1 FS. Expiration date: FEB 2B, 2011 SBLMARCHITECTS, PC 11430 SW BBTH STREET SUITE 310 MIAMI FL 33176 CHARLIE CRIST CHARLES W. DRAGO GOVERNOR. SECRETARY DISPLAY AS REQUIRED BY LAW State of Florida Department of State I certifY from the records of this office that SBLM ARCHITECTS P.C. is a corporation organized under the laws of New York, authorized to transact business in the State of Florida, qualified on May 4, 2000. The document number of this corporation is F00000002475. I further certify that said corporation has paid all fees due this office through December 31, 2010, that its most recent annual report was filed on February 16,2010, and its status is active. I further certify that said corporation has not filed a Certificate of Withdrawal. Given under my hand and the Great Seal of Florida, at Tallahassee, the Capital. thi,.the S~"'~ Secretary of State Authenticat,on ID: 0OO168920850-02171O-F00000002475 To authenticate this ccrtificalc,\lisillhe following sile, enter this 10, Il1ld then follow the instructions displayed h ttps;//efile.su nbiz.org/certa uthver. htm I SBLM Architects Team Licenses ACI 4190 418 STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION BOARD OF ARCHITECTURE & INTERIOR DESIGN SEQ#LOB122200472 LICENSE NBR 12'22 2008 080294259 AR0015903 Th'E\ ARCHITECT' " Named.below'IS LICENSED Under the:( provisions of Chapter 481 FS. Expiration date: FEB 28, 2011 COHEN, JAMES L 10505 S.W. 115TH COURT MIAMI FL 33176 CHARLIE CRIST GOVERNOR DISPLAY AS REQUIRED BY LAW CHARLES W. DRAGO SECRETARY . U.S. Green Building Council HEJU-:BY CER';fIPIE6 'PilAT James Cohen H.ASACH.lt....ED 'l'}j E. D ESt G N i\ 'F ION 0 P ~'tlIlIr."lIau~~~nn~~<<l1'A'llr'llill' fM'Ct)ra.l.llI.~~lfClnmmllf.1JJ"I....I..~fi1!blll ~I~"'","'" ~lCDDIl~mft1Ji'mDl~"1I3"a o_~~ """"'...",~t~ffIl;,~....-~~...;:t- t'"" ;$wd M ff,r .13. 2007 -- ~ S, Rk!'Y:nJ fedriMi. Prr1id(U(, Cl'X)and f'<NndlngChllmun SBLM Architects Team Licenses State of Florida Building Energy Rating System Be it known that James L. Cohen Having satisfactorily completed the requirements prescribed by the Building Energy Rating System is certified as New Commercial Buildings Rater 26th DAY OF March TWO THOUSAND AND NINE Certification Number 1033 State of Florida Building Energy Rating System Be it known that James L. Cohen lIaving satisfactorily completed the requirements prescribed by the Building Energy Rating System is certified as Public Buildings Rater 26th DA Y OF March TWO THOUSAND AND NINE ili-OO i ommunlty Affair~_ Certification Number --1Qll. SBLM Architects Team Licenses AC# 4228409 M;.-. STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION 0BOARD OF"ARCHITECTURE'& INTERIOR DESIGN SEQ# - i . L09012200S37 LICENSE NBR .' 01 22 2009 088146776 AR0015001 The ARCHITECT Named below" IS LICENSED' Under the provisions of Chapter Expiration date; FEE 28, 2011 481 FS. LuRIE, GLENN MARTIN 17501 SW 93 PL MIAMI . FL 33157 CHARLIE CRIST - GOVERNOR DISPLAY AS REQUIRED BY LAW CHARLES W. DRAGO SECRETARY [JUi.J UU.J OU'.J UU.J GBCI GREEN BUILDING CERTIFICATION INSTITUTE H~I'."l\) CI'PTlrJl-,S TH,\l Glenn Martin Lurie lI:"S :\<"IJli 'v1'D rHI DLSlt,N:..TI(I,"J >.>1 LEED@ ACCREDITED PROFESSIONAL BY OH.l<>N5TRATI\i(; Tnt- u..;nWl f'OGf: or Gf{U'1\. 1I1Jll.D1NG rR<I,CTJCI M- ~ IU1.(l11!',U) 1.(IR :-,UC(/'jSHJI. IMI'U'~ni\T-\T1(IN Of-' Till Lr,\lJ[H~HIP IN l-NUHj\ '1NlJ f-'N\'Jkl)~!\IH\TAI n~~II;1\- (IHD') (iRp':N fl.UJl Dl\;\; P,'\T1'\C ""sn~.!Bl ) ~_[1;,b- {~no- NovefTlber 4. 2008 12-:- ,-ddHl. ~'n,'k", ~,,,i n SBLM Architects Team Licenses C# 490362 STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSDONAL REGULATION 'BOARD OF ARCHITE(~rrE & I,NTERIOR DESIGN SEQ#L090731001B3 . . ~Ic.,Jl:~SJl:'NB.R" . . "~ .. J" "'.' ,....' 07 3~!?(2:00\~~. O~(fO'()OOd~OO~~)r~, iR94'955~ '. A The ARCHITECT ~ ',", Named below IS. L~CENSF;D /', 1:" ~ r l Under the prov~SJ.ons of chap'ter ;1'l81FS,. t"I Expiration date: FEB 28, 2011 ~, .' ~ '" p ~~ ;!l ,,j " t to >,,~; ,e", KOEHLER, ANTHONY R 344 WEST 87TH ST~#2-F NEW ORK' NY 10024 r1? :5." ~~ "~' ~ CHARLIE CRIST I' GOVERNOR DISPLAY AS REQUIRED BY LAW , CHARLES w. D~~O SECRETARY ~) ...., I PI'. A · : I THIS CERTlFICATE HEREBY CERTIFIES THAT Anthony Koehler HAS ATTAINED TfIE :)FqG~J.A_Tln~-J Gr LEED AP BUILDING DESIGN + CONSTRUCTION !lY DEMONSTRATING KNO\\'LEDGE OF GRHN BUILDING PRACTICE REQUiRED FOR SUCCESSfUL !MPLEMENTATlON Of THE LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN .~rz C"'''"'''''"''"~'~ ct,'llpUSGn f'~:.., 1<:mrir:01l. (,EClI'H'11d<:'1I1 :J"'fr L>lN~ ld~q.,fi(.!!,,'r Nl"ll!".; hr DH': 000 000 000 000 GBel _,_February_ 8. 2010 10294672 February 2:3.q,1~ SBLM Architects ARCHITECT - ENGINEER QUALIFICATIONS PART 1 - CONTRACT-SPECIFIC QUALIFICATIONS A. CONTRACT INFORMATION 1. TITLE AND LOCATION (City and State) Professional Architectural Services, City of Sunny Isles Beach, Miami-Dade County, Florida 2. PUBLIC NOTICE DATE 3. SOLICITATION OR PROJECT NUMBER April 26, 2010 10-04-02 B. ARCHITECT - ENGINEER POINT OF CONTACT 4. NAME AND TITLE James Cohen AlA, LEED AP, NCARB 5. NAME OF FIRM SBLM Architects PC 6. TELEPHONE NUMBER 7. FAX NUMBER 8. EMAIL ADDRESS (305) 412-9187 (305) 412-6731 jcohen@sblm.com C. PROPOSED TEAM (Complete this section for the prime contractor and all key subcontractors) (Check) a: 'f- 9. FIRM NAME 10. ADDRESS 11. ROLE IN THIS w w Zz L >z 8~ IT' 'f- CONTRACT -'a: m-' D- if ~~ (f)(f) SBLM Architects PC 11430 North Kendall Drive Architect X Suite 310 a. Miami, FL 33176 X ( If Hh!\r"~( :[--1 b. ( h, 'H 'I c. ,H["I, II I-Ht\j'jCH ' d. f e. CHf: :1'< !I- HHf\f\j( ! f. it ,II g. II , I f i;--~ STANDARD FORM 330 D. ORGANIZATIONAL CHART OF PROPOSED TEAM OF S U l'I Principal-in-Charge James Cohen AlA, LEED AP Design Director Anthony Koehler AlA, LEED AP Project Manager Glenn Lurie AlA, LEED AP FelH IDeM r,rPHUDUI TIOF'.) STANDARD FORM 330 E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Se.ction E for each key person.) 12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE James Cohen AlA, LEED AP Principal-in-Charge a. TOTAL I b. WITH CURRENT FIRM 25 21 15. FIRM NAME AND lOCATION (City and State) SBLMArchitects PC, Miami, FL 16. EDUCATION (Degree and Specialization) 17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline) Bachelor of Architecture, SUNY Buffalo Florida, Architecture Bachelor of Arts, Architecture, SUNY Binghamton 18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.) American Institute of Architects (AlA), Leadership in Energy Efficient Design Accredited Professional (LEED AP), Construction Specifications Institute (CSI), International Council of Shopping Centers (ICSC), New Commercial and Public Buildings Energy Rater 19. RELEVANT PROJECTS (1) TITLE AND lOCATION (City and State) (2) YEAR COMPLETED Sunny Isles Beach Community School PROFESSIONAL SERVICES I CONSTRUCTION (If Applicable) Sunny Isles, FL 2008 2008 (3) BRIEF DESCRIPTION (Brief scope, size. cost. etc.) AND SPECIFIC ROLE X ., a. Mr. Cohen was the Principal-in-Charge for this new 21O,000-square-foot school which accommodates 1,642 K-8th grade students. The entire project, from design through construction was completed on time in just 26 months. (1) TITLE AND lOCATION (City and State) (2) YEAR COMPLETED Miami Sunset Senior High School, Miami, FL PROFESSIONAL SERVICES I CONSTRUCTION (If Applicable) 2009 2009 b. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE X Mr. Cohen managed the renovation of this two-story 320,000-square-foot high school initially constructed in 1978. As Principal-in- Charge, Mr. Cohen oversaw exterior envelope improvements, interior ADA upgrades, and general interior construction. This project totaled $4.5 million to construct, and was completed as part of the Miami-Dade County Public Schools Facilities Work Program. (1) TITLE AND lOCATION (City and State) (2) YEAR COMPLETED ITS Annex Warehouse Facility, Miami, FL PROFESSIONAL SERVICES I CONSTRUCTION (If Applicable) Ongoing Ongoing (3) BRIEF DESCRIPTION (Brief scope, size, cost. etc.) AND SPECIFIC ROLE X '0 ," ,. '!'. . c. Mr. Cohen is managing the renovation and expansion of the 30,000 square-foot ITS Annex warehouse facility, which serves as a headquarters for MDCPS's information technology department and its central computer equipment storage depot, staff offices and repair shop. (1) TITLE AND lOCATION (City and State) Miami-Dade College, Environmental Signage Program Miami, FL (2) YEAR COMPLETED d. (3) BRIEF DESCRIPTION (Brief scope, size. cost, etc.) AND SPECIFIC ROLE Mr. Cohen is the Principal-in-Charge managing MDC's new signage program, which includes the development of design standards for internal vehicular and pedestrian signage, directional and identification signage, directories, and ADA signage. New protocols are being developed to ensure a consistent, "branded" approach across all of MDC's various campus locations. PROFESSIONAL SERVICES Ongoing X (1) TITLE AND lOCATION (City and State) (2) YEAR COMPLETED Miami-Dade County Public Schools - Special Projects Consultant PROFESSIONAL SERVICES CONSTRUCTION (If Applicable) Contract, Miami, FL 2009 2009 (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE X ". ". e. As Principal-in-Charge, Mr. Cohen managed this program which architectural services for three schools. At Michael Krop Senior High School, two new freestanding covered shelters feature food serving bays and vending machines. Both shelters total approximately 5,000-sqaure-feet. At Norwood Elementary and Parkway Elementary, 2,500-square-feet of covered physical educational shelters and 500-square-feet of covered walkways and storage facilities were designed and constructed for both schools. f'IITHi)HITD r +, u Hf:T'F;( iLll 11 "TIC +J STANDARD FORM 330 '. 12. NAME Glenn Lurie AlA, LEED AP E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 13. ROLE IN THIS CONTRACT Project Manager 14. YEARS EXPERIENCE a. ~O;AL I b. ~ITH CURRENT FIRM 15. FIRM NAME AND LOCATION (City and State) SBLMArchitects PC, Miami, FL 16. EDUCATION (Degree and Specialization) Bachelor of Architecture, Rhode Island School of Design Bachelor of Fine Arts, Rhode Island School of Design 18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.) American Institute of Architects (AlA), Leadership in Energy Efficient Design Accredited Professional (LEED AP), Occupational Safety and Environmental Hazards (OSHA) 500, Florida CGC (Unlimited Certified Building Contractor) 17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline) Florida, Architecture 19. RELEVANT PROJECTS (2) YEAR COMPLETED PROFESSIONAL SERVICES I CONSTRUCTION (If Applicable) 2008 2008 (3) BRIEF DESCRIPTION (Brief scope. size. cost. etc.) AND SPECIFIC ROLE X '" T "f' ice' a. Mr. Lurie was the Project Manager of this new 21 O,OOO-square-foot, K - 8th grade school, accommodating 1,642 students. Designed for the Miami-Dade County Public School system, the program of this $36 million school included classrooms, a media center, a cafeteria/auditorium and administrative areas, as well as music, art, and science laboratories. (1) TITLE AND LOCATION (City and State) Sunny Isles Beach Community School Sunny Isles, FL (1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Miami-Dade County Public Schools - Special Projects Consultant PROFESSIONAL SERVICES Contract, Miami, FL 2009 b. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE X As Project Manager, Mr. Lurie managed this program which architectural services for three schools. At Michael Krop Senior High School, two new freestanding covered shelters feature food serving bays and vending machines. Both shelters total approximately 5,000-sqaure-feet. At Norwood Elementary and Parkway Elementary, 2,500-square-feet of covered physical educational shelters and 500-square-feet of covered walkways and storage facilities were designed and constructed for both schools. (1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED City of North Miami Beach Utilities Department, Miami Gardens, FL PROFESSIONAL SERVICES I CONSTRUCTION (If Applicable) 2007 2007 (3) BRIEF DESCRIPTION (Brief scope. size, cost, etc.) AND SPECIFIC ROLE 'f" 'r; , ,r, i '," c. Mr. Lurie served as Project Manager on this major expansion and upgrade to an existing water treatment facility. New work included an administrative building, water treatment buildings and tanks, maintenance facilities, and storage areas for materials and records. (1) TITLE AND LOCATION (City and State) 24 Hour Fitness Miami, FL (2) YEAR COMPLETED PROFESSIONAL SERVICES 2010 CONSTRUCTION (If Applicable) 2010 d. (3) BRIEF DESCRIPTION (Brief scope, size, cost. etc.) AND SPECIFIC ROLE X Mr. Lurie has overseen drafting details on several fitness facilities that include amenities such as an NBA-size basketball court, three- lane lap pool, steam, sauna, spa, aerobics studio, spin room, and children's play area. Facilities are typically 50,000 square feet and average $3 million in construction costs. (1) TITLE AND LOCATION (City and State) TransLoad America Miami, FL e. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE X Mr. Lurie is the Project Manager for this waste transfer-by-rail project, which consists of a 30,000-square-foot transfer building containing a rail spur, separation, and processing area as well as an office building and gatehouse. (2) YEAR COMPLETED )DI J( TICiN STANDARD FORM 330 E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Cgf11{Jlete one Section E for each keypersgl).) m 12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Anthony Koehler AlA, LEED AP Design Director a. TOTAL I b. ~ITH CURRENT FIRM 15 15. FIRM NAME AND LOCATION (City and State) SBLM Architects PC, Miami, FL 16. EDUCATION (Degree and Specialization) 17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline) Bachelor of Architecture, University of Miami Florida, Architecture 18. OTHER PROFESSIONAL QUALIFICATIONS (Publications. Organizations. Training. Awards, etc.) American Institute of Architects (AlA), Leadership in Energy and Environmental Design Accredited Professional (LEED AP), National Council of Architectural Registration Boards (NCARB), United States Green Building Council (USGBC) 19. RELEVANT PROJECTS (1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Sunny Isles Beach Community School PROFESSIONAL SERVICES I CONSTRUCTION (If Applicable) Sunny Isles, FL 2008 2008 (3) BRIEF DESCRIPTION (Brief scope. size, cost, etc.) AND SPECIFIC ROLE X " ( ; a. Mr. Koehler was the Project Designer for this new 210,000-square-foot, K - 8th grade school, accommodating 1,642 students. Designed for the Miami-Dade County Public School system, the program of this $36 million school included classrooms, a media center, a cafeteria/auditorium and administrative areas, as well as music, art, and science laboratories. (1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Miami-Dade College, Environmental Signage Program PROFESSIONAL SERVICES I CONSTRUCTION (If Applicable) Miami, FL Ongoing Ongoing (3) BRIEF DESCRIPTION (Brief scope, size, cost. etc.) AND SPECIFIC ROLE X il ~ ~ ..; , "r.' b. Mr. Koehler is the Design Director for MDC's new signage program, which includes the development of design standards for internal vehicular and pedestrian signage, directional and identification signage, directories, and ADA signage. New protocols are being developed to ensure a consistent, "branded" approach across all of MDC's various campus locations. (1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Miami-Dade County Public Schools - Special PROFESSIONAL SERVICES Projects Consultant Contract, Miami, FL 2009 c. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE X Mr. Koehler was the Lead Designer for this contract which included the design and construction administration for several free-standing covered shelters at Michael Krop Senior High School, Norwood Elementary and Parkway Elementary schools. (1) TITLE AND LOCATION (City and State) MDC North Campus Buildings 2000, 7000 & 8000, Miami, FL (2) YEAR COMPLETED PROFESSIONAL SERVICES 2001 d. (3) BRIEF DESCRIPTION (Brief scope, size, cost. etc.) AND SPECIFIC ROLE X As the Job Captain on this project, Mr. Koehler performed a complete exterior remediation of the Library Building for the Miami-Dade College North Campus. The scope of work included the restoration of all pre-cast concrete panels, sealant, joints, and windows caulking. In addition, the existing SBS modified built-up roof was replaced with a new single-ply system. (1) TITLE AND LOCATION (City and State) Kohl's Office Interior Project, New York, NY (2) YEAR COMPLETED PROFESSIONAL SERVICES Ongoing e. (3) BRIEF DESCRIPTION (Brief scope, size. cost. etc.) AND SPECIFIC ROLE X Mr. Koehler is the Design Director in charge of SBLM's design of the new Kohl's headquarters in Manhattan. Mr. Koehler analyzed, programmed and provided space planning for the sprawling new space, which occupies 40,000 square-feet on two floors of a commercial building. CONSTRUCTION (If Applicable) Ongoing ,\ T Iii d~111 I 'I' l JrjlL PH'P/JDIII ili .f'~ STANDARD FORM 330 i., F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED 20. EXAMPLE PROJECT KEY NUMBER 1 TEAM'S QUALIFICATIONS FOR THIS CONTRACT (eresef1tCis many pr()je.cts as requested by the agency, or 10 projects, if not specified. 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Sunny Isles Beach Community School, Sunny Isles, FL PROFESSIONAL SERVICES I CONSTRUCTION (It Applicable) 2008 2008 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER I b. POINT OF CONTACT NAME Miami-Dade County Public Schools Michael Krtausch, Project Manager 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) [ ,- 'r.;o ,-.. II I ~ r I .; I J ~ I rr I I fib.. dl . - Ie. POINT OF CONTACT TELEPHONE NUMBER (305) 995-4881 This ground-up 21O,000-square-foot K-8th grade facility is the first public school to be built in the Sunny Isles Beach community. The education wing provides over 1 600 students with 83 classrooms, incorporating a highly diverse program within a compact building envelope. The design employs passive cooling and daylighting strategies to take maximum advantage of the school's site and to provide unparalleled views of the waterfront. A firm opening date required a very compressed design and construction schedule. In order to meet this 26 month fast-track schedule, SBLM specified tilt up concrete panels as the exterior building envelope. Addressing the unsuitable soil bearing conditions, SBLM mandated the entire project be constructed on auger case pilings, grade beams, and a structural slab piling to create an adequate support system. To comply with the site's environmentally sensitive storm drainage requirements, the project utilized a unique gravity well injection system for storm water drainage. The design, permitting, contractor selection and construction were all completed on schedule. SBLM's team was led by Principal-in-Charge James Cohen AlA, LEED AP and Project Manager Glenn Lurie AlA, LEED AP. 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (1) FIRM LOCATION (City and State) (1) ROLE a. SBLM Architects PC Miami, FL Architect ,AI.. H[PHO[)I~_i( TIOhJ STANDARD FORM 330 F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED 20. EXAMPLE PROJECT KEY NUMBER 2 TEAM'S QUALIFICATIONS FOR THIS CONTRACT (Present as many projects as requesteci by the agency, or 19 projects, if not specified. 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Miami-Dade County Public Schools - Special Projects Consultant Contract, Miami, FL PROFESSIONAL SERVICES CONSTRUCTION (If Applicable) 2009 2009 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER lb. POINT OF CONTACT NAME Miami-Dade County Public Schools Mr. Jorge Bonsenor 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) Ie. POINT OF CONTACT TELEPHONE NUMBER (305) 995-1401 Under the terms of this program, SBLM performed full design services and construction administration for three schools. At Michael Krop Senior High School, two new freestanding covered shelters feature food serving bays and vending machines. Both shelters total approximately 5,OOO-sqaure- feet. At Norwood Elementary and Parkway Elementary, 2,500-square-feet of covered physical educational shelters and 500 square feet of covered walkways and storage facilities were designed and constructed for both schools. SBLM's team was led by Principal- in-Charge James Cohen AlA, LEED AP and Project Manager Glenn Lurie AlA, LEED AP. 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (1) FIRM LOCATION (City and State) (1) ROLE a. SBLM Architects PC Miami, FL Architect ljr iF L '[ [' F!. +1 l,_ '''!\L ~:-:t-TJr=,r JUUl_TIC.iI\J STANDARD FORM 330 ..)i 1 F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED 20. EXAMPLE PROJECT KEY NUMBER 3 TEAM'S QUALIFICATIONS FOR THIS CONTRACT (Present as manyprojects as requested by the agency, or 10 projects, if not specified. 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Biscayne Gardens Elementary School, Miami, FL PROFESSIONAL SERVICES CONSTRUCTION (If Applicable) Ongoing Ongoing ~ 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER I b. POINT OF CONTACT NAME Miami-Dade County Public Schools Rose Diamond, Chief Facilities Officer 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) Ie. POINT OF CONTACT TELEPHONE NUMBER (305) 995-1401 As part of the Miami-Dade County Public Schools Facilities Work Program, this 68,000-square-foot elementary school, originally built in 1955, is undergoing $3 million in architectural, MEP, and civil rehabilitation and upgrades. The scope of work includes HVAC modernization, plumbing upgrades, a new bus drop-off, and interior design and repairs. Principal-in-Charge James Cohen AlA, LEED AP and Project Manager Julio Sanchez LEED AP are leading the project team. This project is currently on hold. 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME a. SBLM Architects PC (1) FIRM LOCATION (City and State) Miami, FL L C)i:!\L Hi 11R(>UUCTlCiI~ (1) ROLE Architect STANDARD FORM 330"!1 F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED 20. EXAMPLE PROJECT KEY NUMBER 8 TEAM'S QUALIFICATIONS FOR THIS CONTRACT (Present as many projects as requested by the, agency, or 10 projects,. if not specified. 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED 24 Hour Fitness, Boynton Beach, FL PROFESSIONAL SERVICES CONSTRUCTION (If Applicable) 2008 2008 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER I b. POINT OF CONTACT NAME 24 Hour Fitness Marshall Stewman, Project Manager 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) Ie. POINT OF CONTACT TELEPHONE NUMBER (214) 210-1081 SBLM has been working with 24 Hour Fitness over the past several years, providing architectural and design services for nearly 50 locations throughout the East Coast. This recreational facility, a new club in Boy ton Beach, Florida, entailed a $5 million complete interior conversion of 55,000 square feet of retail space to health club use. The new facility includes a full gym, weight rooms, cardio rooms, basketball courts, Olympic-sized swimming pool, locker rooms, sauna, steam rooms, day care, and all support spaces. The project required a gut-renovation and re- design of the interior, new space planning, and the complete replacement of all mechanical, electrical and plumbing systems. The project team was led by Principal-in-Charge James Cohen AlA, LEED AP and Project Manager Glenn Lurie AlA, LEED AP. 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (1) FIRM LOCATION (City and State) (1) ROLE a. SBLM Architects PC Miami, FL Architect I I'H(.'fiL [[ FC1F' )C,/~I F~F~:~'ql)r'll_i{ r Jr\J STANDARD FORM 330!' F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED 20. EXAMPLE PROJECT KEY NUMBER 9 TEAM'S QUALIFICATIONS FOR THIS CONTRACT (Present as many projects as requested by the agency, or 10 projects, if not specified. 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED TransLoad America, Waste Transfer Facility, Miami, FL PROFESSIONAL SERVICES CONSTRUCTION (If Applicable) Ongoing Ongoing 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER lb. POINT OF CONTACT NAME TransLoad America Mr. Lenard Enriquez 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) i )"..~.,,;)lt\. ~'."._' ~ :!!: ....~""*' .. ~ Ie. POINT OF CONTACT TELEPHONE NUMBER (305) 926-3309 TransLoad America (TLA) is a leader in rail- based transfer, transportation, recycling, and disposal of solid waste. The firm provides transport systems that divert as much material as possible from land disposal to a recycling and/or re-purposing facility. To meet these goals, the company commissioned SBLM to design its new waste transfer facility in Miami, Florida. Located on a six-acre site, the project consists of a 30,000-square-foot waste transfer building, a 1,500-square-foot office building, and an 800-square-foot gate house. The new facility will provide services to collect local construction debris for sorting and transportation via truck or rail to either landfills or recycling centers. Sustainable design details include a white reflective roof, environmentally sensitive material selection, and on-site water retention capabilities. The scope of work includes a complete back- up generator, special carbon dioxide ventilation systems, and a rail system that runs through the building to alleviate shipping the majority of materials by highway. SBLM performed extensive permitting, working closely with the local Miami agencies. The project in currently on hold. SBLM's team is being led by Principal-in- Charge James Cohen AlA, LEED AP and Project Manager Glenn Lurie AlA, LEED AP. 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (1) FIRM LOCATION (City and State) (1) ROLE a. SBLM Architects PC Miami, FL Architect HLI)H()IXj('Ti()r~ STANDARD FORM 330 " F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED 20. EXAMPLE PROJECT KEY NUMBER 4 TEAM'S QUALIFICATIONS FOR THIS CONTRACT (Present as many projects as requested by the agency, or 10 projects, if not specified. 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Miami Sunset Senior High School, Miami, FL PROFESSIONAL SERVICES CONSTRUCTION (If Applicable) 2009 2009 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER I b. POINT OF CONTACT NAME Miami-Dade County Public Schools Janet Kelly, Executive Directorr 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) Ie. POINT OF CONTACT TELEPHONE NUMBER (305) 995-4895 l' ..,,~~ 1\11 ......~ ...~--.. ~ -""--llii_ 1. As part of the Miami-Dade County Public Schools Facilities Work Program, SBLM provided architectural services to rehabilitate and modernize the existing Miami Sunset Senior High School. The project team was led by Principal-in-Charge James Cohen AlA, LEED AP and Project Manager Julio Sanchez LEED AP. This two-story building, initially constructed in 1978, required exterior envelope improvements, interior ADA upgrades, replacement of doors, frames, and cabinetry, and major interior paint throughout. The new school is a total of 320,000 square feet and accommodates approximately 3,600 students. .. .........- . -.....---- i' ~ 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (1) FIRM LOCATION (City and State) (1) ROLE a. SBLM Architects PC Miami, FL Architect d 'I '1i!.'1 1","11' )(pi 1'1\ 11'J STANDARD FORM 330 'I: ,~ ,.. ." F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED 20. EXAMPLE PROJEC r KEY NUMG[R 5 TEAM'S QUALIFICATIONS FOR THIS CONTRACT (Present as many projects as requested by the agency, or 10 projects, if not specified. 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED MDCPS -ITS Annex, Miami, FL PROFESSIONAL SERVICES CONSTRUCTION (If Applicable) Ongoing Ongoing 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER I b. POINT OF CONTACT NAME Miami-Dade County Public Schools Mr. Jorge Bonsenor, Project Manager 24. GRIEF DESCRIP liON OF PROJECT AND RELEVANC~ 10 I HI~ CON I RAC r (Include scope, size, and cost) ilOl~ -, ~ I . Ie. POINT OF CONTACT TELEPHONE NUMBER (305) 995-4043 As part of SBLM's ongoing work with Miami- Dade County Public Schools, the firm's Florida team is performing an office expansion at MDCPS's 30,000-square-foot ITS Annex warehouse facility in Miami. The facility serves as a headquarters for MDCPS's information technology department and its central computer equipment storage depot, and also houses administrative staff offices and a repair shop. SBLM is building out an existing office area to include a work room with new fire-rated walls, lighting, general electric outlets and new finishes, with new work to existing building systems as necessary. The scope of SBLM's work also includes field surveys and the preparation of all necessary drawings. The SBLM project team is being led by Principal-in- Charge James Cohen AlA, LEED AP. 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (1) FIRM LOCATION (City and State) (1) ROLE a. SBLM Architects PC Miami, FL Architect ID [(ifi roc!\! HEYRCl[)UCTION STANDARD FORM 330 F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED 20. EXAMPLE PROJECT KEY NUMBER 6 TEAM'S QUALIFICATIONS FOR THIS CONTRACT {Present as many projects as requested by the agency, or 10 projects, if not specified. 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Miami-Dade Correctional Facility, Miami, FL PROFESSIONAL SERVICES CONSTRUCTION (If Applicable) Ongoing Ongoing 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER b. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER Miami General Services Administration Ace Marrero, Design & Construction (305) 375-1115 Division Manager 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size. and cost) INMATE RESIDENT ~t'~:3:~:~~] INMATE RESIDENT ie:1;"iN INMATE RESIDENT :;~>.i~~i] INMATE RESIDENT ~i,,:!<1 SBLM is working with the Miami-Dade County General Services Administration Design & Construction Services Division on the re- design and rehabilitation of this two-story correctional facility, originally constructed in the 1980s and now maintained by Miami-Dade County. Consisting of first and second floor administrative and support areas, mechanical spaces on the third floor and two floors of patient cells, the volume is separated into two towers and connected by a central vertical circulation core. SHADED AREA INDICATES SIGHTLlNE INTO CELL r DAY BOOM ~~ SBLM conducted sightline studies to meet the County's goals of maximizing visibility into the cells. Other improvements included replacement of shower doors, introducing one treatment room into each individual cell pod, paint and finish upgrades, and general refurbishment of MEP systems. All renovations will bring the facility up to ADA compliance, per the County's mandate. TREATMENT \ ROOM ' ~ INMATE RlSIDlN I Lti_~~~~ The project team was led by James Cohen AlA, LEED AP with Project Manager Glenn Lurie AlA, LEED AP. SIGHTLlNE STUDY - NEW GLASS WALL & DOOR AT EXISTING WALLS. II 1 I INMAll 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (1) FIRM LOCATION (City and State) (1) ROLE a. SBLM Architects PC Miami, FL Architect I r lY 'f~r J r)('+ 1 ()CJI,J ...;[ F:l~(lriil( 11\ ;~\! STANDARD FORM 330 ,,' F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED 20. EXAMPLE PROJECT KEY NUMBER 7 TEAM'S QUALIFICATIONS FOR THIS CONTRACT (Present as many projects as requested by the agency, or 10 projects, if not specified. 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Miami Dade College - Environmental Signage Program, Miami, FL PROFESSIONAL SERVICES CONSTRUCTION (If Applicable) Ongoing Ongoing 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER I b. POINT OF CONTACT NAME Miami-Dade College Gloria Garzon, Project Manager 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) 1111;1... mlDlIIII.. . ~ I · tJlliiiil il~ ~. ,~~U t ~=""."IIl~ . II ""~"~ I~ , 1 I I ~ ..-r, ~~~~ ~- Ie. POINT OF CONTACT TELEPHONE NUMBER (305) 237 -0561 MDC recently commissioned SBLM to develop a new, uniform environmental signage system for all of its existing campuses. The project team, led by Principal-in-Charge James Cohen AlA, LEED AP and Project Manager Glenn Lurie AlA, LEED AP, is conducting an audit and physical examination of the existing signage conditions, site plans, master plan documentation, and an assessment of ADA guidelines to determine the optimum pedestrian accessibility routes. The program includes the development of design standards for internal vehicular and pedestrian signage for all directional and identification signage, directories, and access symbol signs. New protocols also are being developed to ensure a consistent, "branded" approach with the use of MDC graphics to provide an elegant and economical design solution. The budget for this contract is just under $3 million. 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (1) FIRM LOCATION (City and State) (1) ROLE a. SBLM Architects PC Miami, FL Architect r'iH Lor>\L HLT'!1i{JUl,TIOt-J STANDARD FORM 330 F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED 20. EXAMPLE PROJECT KEY NUMBER 10 TEAM'S QUALIFICATIONS FOR THIS CONTRACT (Present as many projects as requested by the agency, or 10 projects, if not specified. 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Whole Foods Market, Multiple Locations, FL PROFESSIONAL SERVICES CONSTRUCTION (If Applicable) Ongoing Ongoing 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER lb. POINT OF CONTACT NAME Whole Foods Market Mr. Mark Mobley 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope. size, and cost) Ie. POINT OF CONTACT TELEPHONE NUMBER (617) 492-5500 SBLM has a longstanding relationship with Whole Foods Market, Inc., providing architectural and management services on 20 recent projects located throughout southern Florida, the New York tri-state region, and the United Kingdom. SBLM has stewarded the design of nearly 100 Whole Foods locations overall. Leading a large, multi-disciplined team, SBLM works closely with Whole Foods to create a highly interactive design process, a core value that underpins SBLM's culture. Each new store location is unique and provides the opportunity to implement a fresh approach to address site conditions and incorporate the surrounding community's culture. Whole Foods' commitment to responsible living extends to the firm's retail environments as well. SBLM works closely with the Whole Foods team at each location to identify specific opportunities to implement sustainable architectural design at every scale, from significant water reduction strategies, low volatile organic compound (VOC) paint and materials to the extensive use of high-recycled content and rapidly reusable building materials. 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (1) FIRM LOCATION (City and State) (1) ROLE a. SBLM Architects PC Miami, FL Architect ITflU,' TT FnH L 'X'J\l FiFI'FiOliIY II lI'j STANDARD FORM 330 " G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS 26. NAMES OF KEY 27. ROLE IN THIS CONTRACT 28. EXAMPLE PROJECTS LISTED IN SECTION F PERSONNEL (From Section E, Block 13) (Fill in "Example Projects Key" section below before (From Section E, Block 12) completing table. Place "X" under project key number for participation in same or similar role.) 1 2 3 4 5 6 7 8 9 10 James Cohen AlA, LEED AP Principal-in-Charge X X X X X X X X X X Glenn Lurie AlA, LEED AP Project Manager X X X X X X X X Anthony Koehler AlA, LEED AP Design Director X X X X 29. EXAMPLE PROJECTS KEY NO. TITLE OF EXAMPLE PROJECT (From Section F) NO. TITLE OF EXAMPLE PROJECT (From Section F) 1 Sunny Isles Beach Community School, Sunny Isles, FL 6 Miami-Dade Correctional Facility, Miami, FL 2 Miami-Dade County Public Schools - Special Projects 7 Miami-Dade College - Environmental Signage Program, Contract, Miami, FL Miami, FL 3 Biscayne Gardens Elementary, Miami, FL 8 24 Hour Fitness, Boynton Beach, FL 4 Miami Sunset High School, Miami, FL 9 TransLoad America, Miami, FL 5 ITS Annex, Miami, FL 10 Whole Foods Market, Multiple Locations, FI I HUHL [Ii FOH L HF FHClI1U('TICiN STANDARD FORM 330 2'." li I H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REOUESTED BY THE AGENCY. ATIACH ADDITIONAL SHEETS AS NEEDED. Project Management and Quality Control SBLM's quality assurance controls ensure that projects remain on track by maintaining schedule and budget requirements. SBLM believes that an effective quality control strategy is based on maintaining the continuity of the project team; transparent communication between the team members, clients, and consultants; the early detection of potential problems; a well-organized approach to all design work; clear, concise construction documents; and a hands-on approach during the construction phase. SBLM prepares a cost estimate during the pre-design phase in line with the standards established by the client. This estimate is updated after a thorough and complete explanation of the systems and materials is approved by the client during the Design Development phase. The firm's quality assurance controls include: City/design team meetings to agree upon project goals, program schedule, budget, approvals process and protocols. Documenting decisions and project process in memoranda, schedules, programs and budgets. Regular team meetings to monitor progress against detailed pre-established schedules and cost estimates. . Weekly planning sessions to allocate resources in order to meet schedules Updating lists of action items and schedules and distributing them to all parties. SBLM maintains rigorous standards of review, coordination, red-marking and conformance. . The clear designation and monitoring of communication channels, responsibilities and milestones. The Project Manager works with trades and specialties to manage the project through completion, punch list and close-out. Sharing of information about problems and solutions common to multiple projects through meetings and regular office-wide seminars. Soliciting feedback from contractors and suppliers and incorporating this knowledge into current projects Construction Phase Services SBLM provides construction supervision on nearly all of our projects. In order to monitor the construction activities on site, we establish bi- weekly construction meetings for each project. All memoranda, schedules, programs, events, and budgets are documented by the SBLM team and distributed in a timely manner to the necessary parties. During the construction process, SBLM engages in project reviews as determined by the client. SBLM is available to meet with the client or contractor for on-site discoveries or to consult on issues that may require immediate attention. Our services include the following: On-Site Construction Quality Review and Documentation: SBLM will observe contractors' work in relation to the project drawings, specifications, and legal standards. SBLM will review and evaluate shop drawings and product documents for compliance with relevant building codes and standards established by the City of Miami. Delivery of Field Reports and Meeting Minutes: SBLM will produce all applicable reports and meeting minutes as the project requires. Punch Lists and Walkthroughs: SBLM will complete punch lists of inaccurate, damaged, or incorrect construction features. Final walkthrough appointments with the client and contractor are necessary for both liability and close-out functions before final occupancy. Our rigorous documentation procedures result in a better understanding of the project's development by all involved parties. A running list of open items will be maintained until all items are resolved and/or completed. SBLM is committed to the highest standards of project management and delivery from project kick-off through client occupancy. I. AUTHORIZED REPRESENTATIVE The foregoing is a statement of facts. 31. SIGNATURE 32. DATE ~~ May 25, 2010 33. NAME AND TITLE James Cohen AlA, LEED AP Principal ~i( + 'T t- IH )( /IJ Fif::-PHt![i!!! I!( )hJ STANDARD FORM 330 [ 1. SOLICITATION NUMBER (if any) N/A PART 2 - GENERAL QUALIFICATIONS (If a firm has branch offices, complete for each specific branch office seeking work.) 2a. FIRM (Or Branch Office) NAME 3. YEAR ESTABLISHED 4. DUNS NUMBER SBLM Architects PC 1963 116010893 2b. STREET 5. OWNERSHIP 11 430 N. Kendall Drive Suite 31 0 a. TYPE Corporation 2c. CITY 12d. STATE 12e. ZIP CODE Miami FL 33176 b. SMALL BUSINESS STATUS N/A 6a. POINT OF CONTACT NAME AND TITLE James Cohen AlA, LEED AP, Principal 7. NAME OF FIRM (If block 2a is a branch office) SBLM Architects PC 6b. TELEPHONE NUMBER (305) 412-9187 16C. E-MAIL ADDRESS jcohen@sblm.com 8a. FORMER FIRM NAME(S) (if any) 8b. YEAR ESTABLISHED 8c. DUNS NUMBER Edward 1. Shiffer, Architects 1963 N/A Litchfield, Gorsfeld Associates 1970 N/A Shiffer, Litchfield, Magnuson Architects PC 1986 N/A 9. EMPLOYEES BY DISCIPLINE 10. PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST FIVE YEARS a. FUNCTION c. NO. OF EMPLOYEES a. PROFILE c. REVENUE INDEX b. DISCIPLINE b. EXPERIENCE CODE (1) FIRM (2) BRANCH CODE NUMBER (see below) 02 Administrative 12 1 A11 Auditoriums & Theaters 8 06 Architect 18 2 C08 Codes; Standards; Ordinances 6 08 CADD Technician 20 2 C10 Commerical Building g 31 Health Facility Planner 1 0 C15 Construction Management 4 37 Interior Designer 1 0 007 Dining; Clubs; Restaurants 7 47 Planner: Urban/Regional 1 1 E02 Educational Facilities g 48 Project Manager 10 1 E07 Energy Conserv; New Energy 6 G01 Garages; Vehicle Maintenance 7 G06 Graphic Design 1 H06 High-rise; Air Rights 10 H08 Historic Preservation 7 HOg Hospital and Medical Facilities 1 H10 Hotels; Motels 4 H11 Housing 5 101 Industrial Buildings 4 105 Interior Design; Space Plan 6 R06 Rehabilitation 5 W01 Warehouses and Depots 4 Z01 Zoning; Land Use Studies 6 OTHER EMPLOYEES TOTAL 63 7 11. ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OF FIRM FOR LAST THREE YEARS a. FEDERAL WORK 1 b. NON-FEDERAL WORK 5 C. TOTAL WORK 5 12. AUTHORIZED REPRESENTATIVE The foregoing is a statement of facts. a. SIGNATURE b.DATE c. NAME AND TITLE ~~ OS/25/2010 James Cohen AlA, LEED AP, Principal f')H L oeM r:EPHuDUCTIOr'J STANDARD FORM 330 iOO;} THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. and (if applicable) its Federal Employer Identification Number (FEIN) is 13-3723374 (IF the entity had no FEIN, include the Social Security Number of the individual signing this sworn statement: 2. I understand that a "public entity crime" as defined in Paragraph 287. I 33(1)(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or of the United States, including, but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. 3. I understand that "convicted" or "conviction" as defined in Paragraph 287. I 33(1)(b), Florida Statutes means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, nonjury trial, or entry of a plea of guilty or nolo contenders. 4. I understand that an "affiliate" as defined in Paragraph 287. 133(1)(a), Florida Statutes, means: a. A predecessor or successor of a person convicted of a public entity crime; or b. An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity come. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate. 5. I understand that a "person" as defined in Paragraph 287. I 33(1)(e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding contract and which bids or applies to bid on contracts for the provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of any entity. 6. Based on information and belief, the statement which I have marked below is true in a relation to the entity submitting this sworn statement. (Please indicate which one (1) of the following three (3) statements is applicable.) ~ (1) Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or any affiliate of the entity has been charged with and convicted of a public entity crime within the past 36 months. _(2) The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or any affiliate of the entity has been charged with and convicted of a public entity crime within the past 36 months. _(3) The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or agents who are active in management of the entity, or any affiliate of the entity has been charged with and convicted of a public entity crime within the past 36 months. However, there has been a subsequent proceeding before a Hearing Officers of the State of Florida, Division of Administrative Hearings and the Final Order by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list. (Attached is a copy of the final order.) 1 UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 (ONE) ABOVE IS FOR THE PUBLIC ENTITY ONLY AND, THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED AND FOR THE PERIOD OF THE CONTRACT ENTERED INTO, WHICHEVER PERIOD IS LONGER. I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMO PROVIDED IN SECTION 287.017, FLORIDA ST A TUTES FOR THE EGORY 0 OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. Joshua Burdick (Printed or Typed Legal Name of Affiant) ()~ 2/5 day of ,/\I\;,~1 \ ,2010 by Geral . e a'Mahony Notary's Name Printed, Stamped or Typed Notary Seal: Personally Known: X or Produced Identification GERALDINE O'MAHONY NOTARY PUBLIC, State of New York No. 010M5058177 Qualified in New York County Commission Expires September 9, 2010 Identification Produced NON-COLLUSIVE AFFIDA vIr State of New York ) New York County of Joshua Burdick being first duly sworn, deposes and says that: (I) He/she is the (Owner, Partner, Officer, Representative or Agent) of the Bidder that has submitted the attached Bid; (2) He/she is fully informed respecting the preparation and contents of the attached Bid and of all pertinent circumstances respecting such Bid; (3) Such Bid is genuine and is not a collusive or sham Bid; (4) Neither the said bidder nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this affiant, have in any way colluded, conspired, connived or agreed, directly or indirectly, with any other Bidder, firm, or person to submit a collusive or sham Bid in connection with the Work for which the attached Bid has been submitted; or to refrain from bidding in connection with such Work; or have in any manner, directly or indirectly, sought by agreement or collusion, or communication, or conference with any Bidder, finn, or person to fix the price or prices in the attached Bid or of any other Bidder, or to fix any overhead, profit, or cost elements of the Bid price or the Bid price of any other Bidder, or to secure through any collusion, conspiracy, connivance, or unlawful agreement any advantage against the City of Sunny Isles Beach, Florida, or any person interested in the proposed Work; (5) The price or prices quoted in the attached Bid are fair and proper and are not tainted by any co s iracy, connivance, or unlawful agreement on the part of the Bidder or any of its agents, esentatives, owners, employees or parties in interest, including this Joshua Burdick (Printed or Typed Legal Name of Affiant) day of Jirv1 (;1 ,201Oby o~ Geraldine a'Mahony Notary's Name Printed, Stamped or Typed Notary Seal: Personally Known: X or Produced Identification GERALDINE O'MAHONY NOTARY PUBLIC, State of New York No.OlOM5058177 Qualified in New York County Commission Expires September 9. 20 10 Identification Produced ISELIGSON _&GIANNATTASIO, LLP Certified Public Accountants and Consultant.1 I Member of the Center for Audit Quality, AICPA Division for CPA Firms RegiHered wllh the Public Company Accounting Oversight Board 723 N. Broadway White Plains. NY 10603 Tel: 914.428.5560 Fa...: 914.428.6576 The Board of Directors SBLM Architects, P.C. We have reviewed the accompanying balance sheet of SBLM Architects, P.C., (an S corporation) as of December 31, 2009, and the related statements of operations and retained earnings and cash flows for the year then ended, in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. All information included in these financial statements is the representation of the management of SBLM Architects, P.C. A review consists principally of inquiries of Company personnel and analytical procedures applied to financial data. It is substantially less in scope than an audit in accordance with generally accepted auditing standards, the objective of which is the expression of an opinion regarding the financial statements taken as a whole. Accordingly, we do not express such an opinion. Based on our review, we are not aware of any material modifications that should be made to the accompanying financial statements in order for them to be in conformity with generally accepted accounting principles. Our review was made for the purpose of expressing limited assurance that there are no material modifications that should be made to the financial statements in order for them to be in conformity with generally accepted accounting principles. The information i.ncluded in the accompanying schedules 1 and 2 are presented only for supplementary analysis purposes. Such information has been subjected to the inquiry and analytical procedures applied in the review of the basic financial statements, and we are not aware of any material modifications that should be made thereto. ~.p~/~/~ Seligson & Giannattasio. LLP White Plains, New York February 3, 2010 SBLM ARCHITECTS. P.C. (AN S CORPORATION) BALANCE SHEET DECEMBER 31, 2009 ASSETS Current assets: Cash Accounts receivable-billed (net of allowance for doubtful accounts of $32.203) Accounts receivable- related party Accounts receivable-un billed Employee loans Prepaid expenses Total other assets $ 59.999 3,963.997 293.725 558,935 350 107,361 $4.984,367 469,971 333,617 70.144 403.761 ~58.0~l9 Total current assets Fixed assets, (net of accumulated depreciation of $1.288.651) Other assets: Note receivable -related party Security deposits Total assets See accountants' review report and notes to financial statements. r SBLM ARCHITECTS. P.C. (AN S CORPORATION) BALANCE SHEET DECEMBER 31,2009 LIABILITIES AND STOCKHOLDERS' EQUITY Current liabilities: Note payable to bank Current portion of long-term debt Accounts payable Accrued expenses Deferred revenue $ 424.983 21 ,588 851 ,154 1.562,589 5.771 Total current liabilities long-term debt: Long term debt less current portion Deferred rent Deferred taxes 45,899 124,906 209.765 T otallong-term debt Total liabilities Commitments and contingencies Stockholders' equity: Common stock, no par value, 200 shares authorized, 109 shares issued and 93.5 shares outstanding Paid in capital Retained earnings 79,419 65,097 2,680.414 2,824,930 (213.486) less: treasury stock Total stockholders' equity Total liabilities and stockholders' equity See accountants' review report and notes to financial statements. $2,866,085 380,570 3,246.655 2.611.444 $5.858.099 SBLM ARCHITECTS, P.C. (AN S CORPORATION) STATEMENT OF OPERATIONS AND RETAINED EARNINGS FOR THE YEAR ENDED DECEMBER 31, 2009 Net fees earned $13,192,753 Expenses: Direct Indirect Depreciation $8,491,189 4,505,973 194.365 Income from operations 13.191.527 1,226 Total expenses Other income (expenses): Gain from investment in partnership Interest income Dividend income Interest expense 76.669 19,984 80 (14.277) Other income (expenses) 82.456 83,682 1.363.591 (1,279,909) (94.490) (1,185.419) Income before shareholders' and employees' bonuses Shareholders' and employees' bonuses Loss before provision for income taxes Income taxes Net loss Distributions Retained earnings - January 1 J 2009 3.865.833 $ 2.680.414 Retained earnings - December 31. 2009 See accountants' review report and notes to financial statements. r SBLM ARCHITECTS. P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2009 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Orqa n ization S8LM Architects, P.C. (the "Company"), was incorporated in the State of New York on June 17, 1993. The Company performs architectural consulting services throughout the United States. Cash EQuivalents The Company considers all highly liquid investments with maturity of three months or less to be cash equivalents. Revenue Recoonition The Company recognizes revenues as services are performed. On long-term contracts, the Company recognizes revenue utilizing the percentage of completion method, measured by the percentage of cost incurred to date, to estimated total cost for each contract. Provisions for estimated losses on uncompleted contracts are made in the period in which such losses are determined. Changes in estimated profitability may result in revisions to costs and income, which are recognized in the period in which the revisions are determined and are accounted for as changes in estimates in the current period. Fixed Assets Fixed assets are recorded at cost. Depreciation is generally provided on a straight-line method for personal property and for leasehold improvements over the estimated useful lives of the various assets as follows: Office equipment Furniture and fixtures Leasehold improvements 5 years 7 years 39 years or lease term, whichever is less Maintenance and repairs are expensed as incurred while renewals and betterments are capitalized. SBLM ARCHITECTS, P.C. (AN S CORPORATION) STATEMENT OF CASH FLOWS FOR THE YEAR ENDED DECEMBER 31,2009 CASH FLOWS FROM OPERATING ACTIVITIES: Net loss Adjustments to reconcile net loss to net cash from operating activities: Depreciation Deferred taxes Changes in operating assets and liabilities: Accounts receivable Security deposits Prepaid expenses Accounts payable and accrued expenses Employee loans Deferred revenue Net cash flows from operating activities CASH FLOWS FROM INVESTING ACTIVITIES: Cash payments for the purchase of equipment Net cash flows from investing activities CASH FLOWS FROM FINANCING ACTIVITIES: Loan from bank Principal payments on long-term debt Net borrowing from capital lease Note receivable - related party Net cash flows from financing activities Net decrease in cash Cash - January 1 f 2009 Cash - December 31, 2009 Supplemental cash flow information: Income taxes paid Interest paid See accountants' review report and notes to financial statements. $(1,185,419) 194,365 (129,789) 1,167,069 (441 ) (44,541) 82,221 5,370 (1.229) 87,606 (50.559) l50.559} 125,000 (20,116) (4,385) (128.617) (28,118) 8,929 51.070 $ 59.999 $ 35,297 $ 14.227 SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2009 NOTE 1 - ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) Fair Value The Company has a number of financial instruments, none of which are held for trading purposes. The Company estimates that the fair value of all financial instruments at December 31, 2009, does not differ materially from the aggregate carrying values of its financial instruments recorded in the accompanying balance sheet. The estimated fair value amounts have been determined by the Company using available market information and appropriate valuation methodologies. Considerable judgment is necessarily required in interpreting market data to develop the estimates of fair value, and accordingly, the estimates are not necessarily indicative of the amounts that the Company could realize in a current market exchange. Income Taxes The Company elected to be taxed as an "S" Corporation for Federal and various state purposes. In lieu of corporate income taxes, the shareholders of an S corporation are taxed on their proportionate share of the Company's taxable income. Therefore. no provision or liability for Federal income taxes has been included in the financial statements. Under New York State tax laws, a minimum tax is due regardless of S Corporation status. The Company is taxed as a corporation for New York City and various state purposes. Deferred income taxes arise primarily from the Company's recognition of income and expense on the cash receipts and disbursements basis for tax purposes and on the accrual basis for financial statement purposes. Income taxes are reported based upon the Company's adoption of the Statement of Financial Accounting Standards Number 109 "Accounting for Income Taxes". Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2009 NOTE 1 - ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) Concentration of Credit Risk Financial instruments that potentially subject the Company to concentrations of credit risk consist principally of accounts receivable. The Company believes that concentration with regards to accounts receivabfe is limited due to its large customer base. The Company maintains substantially all of its cash balances in two financial institutions. The balances are each insured by the Federal Deposit Insurance Corporation up to $250,000. At December 31, 2009, the Company did not have any uninsured cash b'alances, although the Company may exceed the limits at times throughout the year. Allowance for Bad Debts Based on the Company's operating history and customer base, bad debts to date have not been material. Advertisina Costs Advertising costs are expensed as incurred and aggregated approximately $38,298 for the year ended December 31, 2009. Accrued Vacation Pay Employees can accrue up to a maximum of twenty one days vacation time. Employees must use their vacation time earned within the calendar year. All unused earned time will be paid during the first payroll of the following calendar year. NOTE 2 - FIXED ASSETS Fixed assets consist of the following at December 31, 2009: Office equipment Furniture and fixtures Leasehold improvements $966,857 218.509 573.256 Less: accumulated depreciation 1,758,622 1.288,651 $ 469.971 SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2009 NOTE 2 - FIXED ASSETS (Continued) The Company's property under capital leases which is included in fixed assets at December 31, 2009 consists of office equipment at a cost of $194,688 less accumulated depreciation of $137,784. Depreciation expense for the year ended December 31,2009 totaled $194,365. NOTE 3 - NOTE PAYABLE TO BANK In June 2005, the Company entered into a line of credit for $250,000, which has been amended to increase the line to $3,000,000. The line is secured by substantially all assets of the Company. Certain officers of the Company have personally guaranteed the loan. The line is due on October 24, 2010 and borrowings under the line of credit bear interest at the bank's Iibor rate. At December 31,2009, borrowings under the line totaled $424,983. As of December 31,2009, the Company is not in compliance with the debt covenants. NOTE 4 - RELATED PARTY TRANSACTIONS Note Receivable In 2008, the Company entered into a promissory note agreement whereby the Company lent $205,000 to DB Right, LLC ("DB Right"). The promissory note is due July 15, 2009 and incurs interest at 5% per annum. The 2008 agreement was superseded by the December 2009 Amendment, which expanded the promissory note agreement to lend up to $338,000 to DB Right, LLC. 1he interest rate on the new agreement is prime less 1% and is due December 31, 2019. At December 31, 2009 the balance owed to the Company was $333,617. The Company shareholders own DB Right, with the same ownership as they have for the Company. SBLM ARCHITECTS, P,C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2009 NOTE 5 - LONG-TERM DEBT Long-term debt consists of the following: Description Interest Rate Due Date December 31. 2009 Note payable to bank in monthly Installments of $2,140 including interest, Secured by the assets of the company 7.00% 2012 $ 67,487 Less: current maturities 21.588 $ 45.899 Non-current portion Long-term debt matures as follows: Fiscal year ending December 31 : 2010 2011 2012 21,588 23,149 22.750 Principal payments remaining $ 67.487 SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31. 2009 NOTE 6- CAPITALIZED LEASE OBLIGATIONS The Company is obligated under a capitalized lease for computer equipment as follows: Lease oavable to Dell Financial The Company leases equipment under capital lease arrangement with Dell Financial. Pursuant to the lease, the lessor retains actual title to the leased property until the termination of the lease, at which time the equipment can be purchased for a dollar. The term of the Jease is 48 months with monthly payments of $694. The assumed interest rate on the lease is 8% and the lease terminated in 2009. NOTE 7-INVESTMENT IN PARTNERSHIP The Company owns 30% of Acertus Consulting LLC ("Acertus"). The Company's investment in Acertus is recorded on the equity method. The following is summarized financial for Acertus: December 31, 2009 Total Long-term Total Total Assets Debts Liabilities Capital $22,080 $ $363,363 $(341,283) (30%) Gross Net Allocation Revenues Loss of Loss $1,268.391 $(95,273) $ (26,582) Year Ended December 31,2009 Effective December 31, 2009, the Company terminated their interest in Acertus. This resulted in a gain of $76,669. SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2009 NOTE 8 -INCOME TAXES Deferred income taxes reflect the net tax effects of temporary differences between the carrying amount of assets and liabilities for financial reporting purposes and the amounts used for income tax purposes using the enacted tax rates in effect in the years in which the differences are expected to reverse. Deferred taxes are reported as noncurrent since the Company does not expect these items to reverse within a period of one year or less. The deferred income tax liability relates predominately to the filing of the Company's income tax return on a cash basis. Deferred income tax liability at December 31,2009 is comprised as follows: Differences due to cash basis tax filing Depreciation $111,573 98,192 $209,765 Deferred tax liability The Company's income tax expense consists of the following: Year Ended December 31. 2009 Current: Federal State and local $ 35,299 Deferred: Federal State and local l129.789} $ { 94.490> Provision for income taxes SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2009 NOTE 9 - RETIREMENT PLAN The Company has a qualified 401(K) Plan for all employees. The plan allows total contributions of up to.fjfteen percent (15%) of the eligible employee's salary through a salary reduction mechanism. The Company is not required to match any employee contributions to the plan. Net assets for the plan, as estimated by Charles Schwab were $2,710,477 at December 31, 2009. There was $10,988 pension expense for the year ended December 31,2009. NOTE 10 - LEASE COMMITMENTS The Company leases both its Florida and New York premises under non-cancelable operating leases expiring on September 30, 2010 and December 31, 2012, respectively. Both leases include a provision for additional rent based on increases in expenses over the base year. Pursuant to the leases, rent expense charged to operations differs from rent paid because of scheduled rent increases. Accordingly, the Company has recorded deferred rent. Rent expense is calculated by allocating to rental payments, including those attributable to scheduled rent increases, on a straight-line basis, over the lease term. Rent expense for the year ended December 31, 2009 was $403,538. The future minimum rental commitments at December 31.2009 are as follows: Year Ended December 31, 2010 2011 2012 347,380 282,217 289,273 $918.870 SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2009 NOTE 11- TREASURY STOCK The Company has 15.5 shares of its common stock held in treasury on December 31,2009. Treasury stock is recorded using the cost method. NOTE 12 - MAJOR CUSTOMERS Revenues to a single customer that exceed ten percent (10%) of total revenues during the year ended December 31, 2009 are as follows: Customer A Customer B $4,785.632 $2.793.437 In addition, two customers accounted for approximately 26%, and 13% of total accounts receivable at December 31, 2009. SUPPLEMENTARY INFORMATION SBLM ARCHITECTS, P.C. (AN S CORPORATION) SCHEDULE OF EXPENSES - FOR THE YEAR ENDED DECEMBER 31, 2009 Schedule 1 Direct: Technical salaries - officers Technical salaries - others Payroll taxes Consultants Reproduction expenses Other direct expenses Less: reimbursed Net direct expenses Schedule 2 Indirect: Officers' salaries-administrative Salaries - administrative Payroll taxes Rent Insurance Auto and travel Office supplies and periodicals Telephone and utilities Professional fees Professional liability insurance Promotion and advertising Other office expenses Bad debt expense Entertainment Computer services Repairs and maintenance Professional dues and registrations Seminars and education Postage, shipping end delivery 401 K Expenses Settlement Equipment Rental Contributions Total indirect expenses See accountants' review report $ 290,026 3,174,987 275,669 5,361.850 389,951 402.083 9,894,566 (1.403.377) $ 780,077 1,571,156 187,096 403,538 493,589 115,592 109,783 163,305 185,702 183.496 38,298 5,597 20,146 51, 192 64,854 22,021 44.842 7,936 13,880 10,988 808 28,077 4.000 $8.491.189 $4.505.973 ISELIGSON _&GIANNATTASIO, LLP Cerri[ied Public Accollntanl$ and ConslllraTlI$ I Member of the SEe Practice Section, AICPA J)it'lsion JOT CPA Firml While Plains Office 723 N. Broadway While Plains. NY 10603 Tel: 914.428.5560 Fax: 914.428.6576 The Board of Oi rectors SBLM Architects, P.C. Port Washington, NY Highlands Park, NJ New York, NY We have reviewed the accompanying balance sheet of SBLM Architects, P.C., (an S corporation) as of December 31,2008, and the related statements of income and retained earnings and cash flows for the year then ended, in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. All information included in these financial statements is the representation of the management of SBLM Architects, P.C. A review consists principally of inquiries of Company personnel and analytical procedures applied to financial data. It is substantially less in scope than an audit in accordance with generally accepted auditing standards, the objective of which is the expression of an opinion regarding the financial statements taken as a whole. Accordingly, we do not express such an opinion. Based on our review, we are not aware of any material modifications that should be made to the accompanying financial statements in order for them to be in conformity with generally accepted accounting principles. Our review was made for the purpose of expressing limited assurance that there are no material modifications that should be made to the financial statements in order for them to be in conformity with generally accepted accounting principles. The information included in the accompanying schedules 1 and 2 are presented only for supplementary analysis purposes. Such information has been subjected to the inquiry and analytical procedures applied in the review of the basic financial statements, and we are not aware of any material modifications that should be made thereto. ~-R~/~~I Seligson & Giannattasio, LLP White Plains, New York June 1, 2009 SBLM ARCHITECTS. P.C. (AN S CORPORATION) BALANCE SHEET DECEMBER 31,2008 ASSETS Current assets: Cash Accounts receivable-billed (net of allowance for doubtful accounts of $24,620) Accounts receivable-un billed Note receivable -related party Employee loans Prepaid expenses $ 51,070 4,868,986 1,114,740 205,000 5,720 62,820 T olal current assets $6,308,336 Fixed assets, (net of accumulated depreciation of $1,094,286) 613,777 Other assets: Security deposits 69,703 Total assets $6.991.816 See accountants' review report and notes to financial statements. SBLM ARCHITECTS. P.C. (AN S CORPORATION) BALANCE SHEET DECEMBER 31, 2008 LIABILITIES AND STOCKHOLDERS' EQUITY Current liabilities: Note payable to bank Current portion of long-term debt Accounts payable Accrued expenses Deferred revenue $ 299,983 24,518 1,075,442 1,226,984 7.000 Total current liabilities Long-term debt: Long term debt less current portion Deferred rent Deferred taxes 67,470 154,002 339.554 Total long-term debt T otalliabilities Commitments and contingencies Stockholders' equity: Common stock, no par value, 200 shares authorized, 109 shares issued and 93.5 shares outstanding Paid in capital Retained earnings 79,419 65,097 3.865.833 Less: treasury stock 4.010,349 (213.486) Total stockholders' equity Total liabilities and stockholders' equity See accountants' review report and notes to financial statements. $2,633,927 561.026 3,194,953 3.796.863 $6.991.816 SBLM ARCHITECTS, P.C. (AN S CORPORATION) STATEMENT OF INCOME AND RETAINED EARNINGS FOR THE YEAR ENDED DECEMBER 31, 2008 Net fees earned $18,487.733 Expenses: Direct Indirect Depreciation $10,489,302 5,084,801 236,786 Total expenses 15.810,889 Income from operations 2,676,844 Other income (expenses): Loss from investment in partnership Interest income Dividend income I nterest expense (12,555) 16,754 60,265 (16,316) Other income (expenses) 48,148 2,724,992 2,060,943 664,049 Income before shareholders' and employees' bonuses Shareholders' and employees' bonuses Income before provision for income taxes I ncome taxes 136.747 527,302 Net income Distributions (185,701 ) 3.524,232 $ 3.865.833 Retained earnings - January 1, 2008 Retained earnings - December 31,2008 See accountants' review report and notes to financial statements. SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31,2008 NOTE 1 - ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) Fair Value The Company has a number of financial instruments, none of which are held for trading purposes. The Company estimates that the fair value of all financial instruments at December 31, 2008, does not differ materially from the aggregate carrying values of its financial instruments recorded in the accompanying balance sheet. The estimated fair value amounts have been determined by the Company using available market information and appropriate valuation methodologies. Considerable judgment is necessarily required in interpreting market data to develop the estimates of fair value, and accordingly, the estimates are not necessarily indicative of the amounts that the Company could realize in a current market exchange. Income Taxes The Company elected to be taxed as an "S" Corporation for Federal and various state purposes. In lieu of corporate income taxes, the shareholders of an S corporation are taxed on their proportionate share of the Company's taxable income. Therefore, no provision or liability for Federal income taxes has been included in the financial statements. Under New York State tax laws, a minimum tax is due regardless of S Corporation status. The Company is taxed as a corporation for New York City and various state purposes. Deferred income taxes arise primarily from the Company's recognition of income and expense on the cash receipts and disbursements basis for tax purposes and on the accrual basis for financial statement purposes. Income taxes are reported based upon the Company's adoption of the Statement of Financial Accounting Standards Number 109 "Accounting for Income Taxes". Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2008 NOTE 1 - ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) Concentration of Credit Risk Financial instruments that potentially subject the Company to concentrations of credit risk consist principally of accounts receivable. The Company believes that concentration with regards to accounts receivable is limited due to its large customer base. The Company maintains substantially all of its cash balances in three financial institutions. The balances are each insured by the Federal Deposit Insurance Corporation up to $250,000. At December 31, 2008, the Company did not have any uninsured cash balances, although the Company may exceed the limits at times throughout the year. Allowance for Bad Debts Based on the Company's operating history and customer base, bad debts to date have not been material. Advertisinq Costs Advertising costs are expensed as incurred and aggregated approximately $92,649 for the year ended December 31,2008. Accrued Vacation Pay Employees can accrue up to a maximum of twenty six days vacation time. Employees must use their vacation time earned within the calendar year. All unused earned time will be paid during the first payroll of the following calendar year. NOTE 2 - FIXED ASSETS Fixed assets consist of the following at December 31,2008: Office equipment Furniture and fixtures Leasehold improvements $917,881 216,926 573,256 1,708,063 1.094.286 $ 613.777 Less: accumulated depreciation SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2008 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Orqanization SBlM Architects, P.C. (the "Company"), was incorporated in the State of New York on June 17, 1993. The Company performs architectural consulting services throughout the United States. Cash Equivalents The Company considers all highly liquid investments with maturity of three months or less to be cash equivalents. Revenue Recognition The Company recognizes revenues as services are performed. On long-term contracts, the Company recognizes revenue utilizing the percentage of completion method, measured by the percentage of cost incurred to date. to estimated total cost for each contract. Provisions for estimated losses on uncompleted contracts are made in the period in which such losses are determined. Changes in estimated profitability may result in revisions to costs and income, which are recognized in the period in which the revisions are determined and are accounted for as changes in estimates in the current period. Fixed Assets Fixed assets are recorded at cost. Depreciation is generally provided on a straight-line method for personal property and for leasehold improvements over the estimated useful lives of the various assets as follows: Office equipment Furniture and fixtures leasehold improvements 5 years 7 years 39 years or lease term, whichever is less Maintenance and repairs are expensed as incurred while renewals and betterments are capitalized. SBLM ARCHITECTS, P.C. (AN S CORPORATION) STATEMENT OF CASH FLOWS FOR THE YEAR ENDED DECEMBER 31, 2008 CASH FLOWS FROM OPERATING ACTIVITIES: Net income Adjustments to reconcile net income to net cash from operating activities: Depreciation Deferred taxes Loss on investment in partnership Changes in operating assets and liabilities: Accounts receivable Security deposits Prepaid expenses Accounts payable and accrued expenses Employee loan 5 Deferred revenue Net cash flows from operating activities CASH FLOWS FROM INVESTING ACTIVITIES: Cash payments for the purchase of equipment Net cash flows from investing activities CASH FLOWS FROM FINANCING ACTIVITIES: Repayment to bank Loan from bank Principal payments on long-term debt Net borrowing from capital lease Note receivable - related party Distribution Net cash flows from financing activities Net decrease in cash Cash - January 1 J 2008 Cash - December 31, 2008 Supplemental cash flow information: Income taxes paid Interest paid See accountants' review report and notes to financial statements. $ 527,302 236,786 64,329 12,555 1,020,527 (793) (11,759) (1,659,427) (5,537) 2,000 185,983 (94,754) (94,754) (89,165) 299.983 (18,096) (91,524) 43,728 (185,701) (40.775) 50,454 616 $ 51.0IO $ 121.992 $ 16,316 SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2008 NOTE 2 - FIXED ASSETS (Continued) The Company's property under capital leases which is included in fixed assets at December 31,2008 consists of office equipment at a cost of $244,514 less accumulated depreciation of $143,335. Depreciation expense for the year ended December 31, 2008 totaled $236,786. NOTE 3 - NOTE PAYABLE TO BANK In June 2005, the Company entered into a $500,000 promissory note agreement with a bank. Among other provisions, the note, as amended, is due in June 2009 and borrowings under the term loan incur interest at the rate of 5.6% per annum. The note is secured by substantially all assets of the Company. Certain officers of the Company have personally guaranteed the loan. At December 31, 2008, borrowings under the note totaled zero. In June 2005, the Company also entered into a line of credit for $250,000, which in July 2007 was expanded to $1,250,000. The line of credit was expanded again in June 2008 to $3,000,000, which has been utilized in 2008. At December 31, 2008, borrowings under the line totaled $299,983. Borrowings under the line of credit bear interest at the bank's prime rate. NOTE 4 - RELATED PARTY TRANSACTIONS Note Receivable In 2006, the Company entered into a promissory note agreement whereby the Company would lend up to $150,000 to Acertus Consulting Group, LLC ("Acertus"). The promissory note is due upon demand and incurs interest at 8.25% per annum. The 2006 agreement was superseded by the March 2007 amendment, which expanded the promissory note agreement to lend up to $400,000 to Acertus. TAo CompanY-OWrTs-jO% trt'~. At December 31,2008, the Company was repaid in full pursuant to this agreement. In 2008, the Company entered into a promissory note agreement whereby the Company lent $205,000 to DB Right, LLC ("DB Right"). The promissory note is due July 15, 2009 and incurs interest at 5% per annum. The Company shareholders own DB Right, with the same ownership as they have for the Company. SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2008 NOTE 5 - LONG-TERM DEBT Long-term debt consists of the following: Description Interest Rate Due Date December 31. 2008 Note payable to bank in monthly Installments of $2,140 including interest, Secured by the assets of the company 7.00% 2012 $ 87.603 Capital lease obligations (Note 6) Less: current maturities 4,385 91,988 24.518 Non-current portion $ 67.470 Long-term debt matures as follows: Fiscal year ending December 31: 2009 2010 2011 2012 Principal payments remaining $ 24,518 21,588 23,149 22,733 $ 91.988 SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2008 NOTE 6- CAPITALIZED LEASE OBLIGATIONS The Company is obligated under a capitalized lease for computer equipment as follows: Lease payable to Dell Financial The Company leases equipment under capital lease arrangement with Dell Financial. Pursuant to the lease, the lessor retains actual title to the leased property until the termination of the lease, at which time the equipment can be purchased for a dollar. The term of the lease is 48 months with monthly payments of $894. The assumed interest rate on the lease is 8% and the lease terminates in 2009. Future minimum lease payments under these capitalized lease obligations as of December 31,2008 are as follows: Fiscal year ending December 31: 2009 4,469 Less: imputed interest 84 Present value of future minimum lease payments 4,385 Less: current maturities 4.385 $ NOTE 7-INVESTMENT IN PARTNERSHIP The Company owns 30% of Acertus Consulting LLC ("Acertus"). The Company's investment in Acertus is recorded on the equity method. The following is summarized financial for Acertus: December 31, 2008 Total Long-term Total Total Assets Debts Liabilities Capital $26,663 $ $265,059 $(238.396) (30%) Gross Net Allocation Revenues Loss of Loss $1,294,628 $(41,848) $ (12,555) Year Ended December 31,2008 SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2008 NOTE 8 - INCOME TAXES Deferred income taxes reflect the net tax effects of temporary differences between the carrying amount of assets and liabilities for financial reporting purposes and the amounts used for income tax purposes using the enacted tax rates in effect in the years in which the differences are expected to reverse. Deferred taxes are reported as noncurrent since the Company does not expect these items to reverse within a period of one year or less. The deferred income tax liability relates predominately to the filing of the Company's income tax return on a cash basis. Deferred income tax liability at December 31, 2008 is comprised as follows: Differences due to cash basis tax filing Depreciation $330,048 9.506 $339,554 Deferred tax liability The Company's income tax expense consists of the following: Year Ended December 31,2008 Current: Federal State and local $ 72,418 Deferred: Federal State and local 64.329 LJ..36.747 Provision for income taxes SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31,2008 NOTE 9 - RETIREMENT PLAN The Company has a qualified 401 (K) Plan for all employees. The plan allows total contributions of up to fifteen percent (15%) of the eligible employee's salary through a salary reduction mechanism. The Company is not required to match any employee contributions to the plan. Net assets for the plan, as estimated by Merrill Lynch, were $1,919,355 at December 31,2008. There was $7,794 pension expense for the year ended December 31,2006. NOTE 10 - LEASE COMMITMENTS The Company leases both its Florida and New York premises under non-cancelable operating leases expiring on September 30, 2010 and December 31, 2012, respectively. Both leases include a provision for additional rent based on increases in expenses over the base year. Pursuant to the leases, rent expense charged to operations differs from rent paid because of scheduled rent increases. Accordingly, the Company has recorded deferred rent. Rent expense is calculated by allocating to rental payments, including those attributable to scheduled rent increases, on a straight-line basis, over the lease term. Rent expense for the year ended December 31.2006 was $400,371. The future minimum rental commitments at December 31, 2008 are as follows: Year Ended December 31, 2009 2010 2011 2012 $ 347,360 347,360 262,217 289.273 $1.266.250 SBLM ARCHITECTS, P.C. (AN S CORPORATION) NOTES TO FINANCIAL STATEMENT DECEMBER 31, 2008 NOTE 11- TREASURY STOCK The Company has 15.5 shares of its common stock held in treasury on December 31,2008. Treasury stock is recorded using the cost method. NOTE 12 - MAJOR CUSTOMERS Revenues to a single customer that exceed ten percent (10%) of total revenues during the year ended December 31, 2008 are as follows: Customer A Customer B Customer C $4,403,325 $3,212,135 $1,853,194 In addition, three customers accounted for approximately 18%, 7% and 13% of total accounts receivable at December 31,2008. NOTE 13- PRIOR PERIOD ADJUSTMENT During the year ended December 31, 2008, an error was discovered in which leasehold improvements were being depreciated over the improper amount of time. The effects of the error were to understate accumulated depreciation and depreciation expense by $75,045 in 2007. This error was corrected by decreasing beginning retained earnings by $75,045 in 2008. SUPPLEMENTARY INFORMATION SBLM ARCHITECTS, P.C. (AN S CORPORATION) SCHEDULE OF EXPENSES FOR THE YEAR ENDED DECEMBER 31,2008 Schedule 1 Direct: Technical salaries - officers Technical salaries ~ others Payroll taxes Consultants Reproduction expenses Other direct expenses Less: reimbursed Net direct expenses Schedule 2 Indirect: Officers' salaries-administrative Salaries - administrative Payroll taxes Rent Insurance Auto and travel Office supplies and periodicals Telephone and utilities Printing and reproduction, net of client reimbursements Professional fees Professional liability insurance Promotion and advertising Other office expenses Bad debt expense Entertainment Computer services Repairs and maintenance Professional dues and registrations Seminars and education Postage, shipping end delivery 401 K Expenses Settlement Contributions Total indirect expenses See accountants' review report $ 385,321 4,574,850 379,909 5,684,905 467,415 635,695 12,128,095 (1.638.793) $ 743,615 1,768,709 195,710 400,371 503,772 163,570 166,346 191,442 (58,657) 246,453 182,562 92,649 10,057 186,546 87.865 60,455 27,612 48,180 25,504 9,488 7,794 15,912 8.846 $10.489.302 $5.084.801