HomeMy WebLinkAboutHousing & Redevelopment Authority Packet 12-02-2004 SpecialSTAFF REPORTS MEETING OF DECEMBER 2, 2004
CITY OF PLYMOUTH HRA
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AGENDA — SPECIAL MEETING
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
THURSDAY, DECEMBER 2, 2004 - 7:00 p.m.
WHERE: Council Chambers
City of Plymouth
3400 Plymouth Boulevard
Plymouth, MN 55447
CONSENT AGENDA
All items listed with an asterisk (*) are considered to be routine by the Housing and
Redevelopment Authority and will be enacted by one motion. There will be no separate
discussion of these items unless a Commissioner, citizen or petitioner so requests, in
which event the item will be removed from the consent agenda and considered in normal
sequence on the agenda.
1. CALL TO ORDER - 7:00 P.M.
2. NEW BUSINESS
A. Senior Housing Project. Select an Owners Representative.
3. OLD BUSINESS
A. Willow Creek North & South Apartments. Reconsider action to pursue HUD
decision. (Requested by Commissioner Bildsoe.)
4. ADJOURNMENT
1 Agenda Number:
o PLYMOUTH HOUSING'AND
REDEY IsOPMENT AUT iORITY
Ag IW Report
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DATE: November 29, 2004, for Housing and Redevelopment Authority Meeting
of Decr, Aber 2, 2004
TO: PI outh ousing and Redevelopment Authority
FROM: Ji . Housing Manager through Anne Hurlburt, Executive Director
SUBJECT: Senior Housing Project — Selection of Owner's Representative
BACKGROUND:
At the October 5, 2004 HRA meeting, the Board directed staff to begin the process of the
development of a new independent senior rental facility, which is part of the Shops at Plymouth
Creek retail development.
Staff is currently working on the Purchase Agreement and has issued Request for Proposals for
Architectural services and Owner's Representative services. The proposals deadline for both
requests was November 190. We received 12 proposals for Architectural services and 4
proposals for Ouster's Representative services.
The following firms submitted proposals for the Owner's Representative: Bossardt Corporation;
Constructive Ideas, Inc.; Dunbar Development Cbrp.; and Gockel and Associates. Staff intends
on selecting an Owner's Representative as soon as possible so that they can begin immediately in
assisting the. HRA with the selection of an Architectural firm for the project.
DISCUSSION:
The. submitted proposuls are ail similar in the scope of services provided including assistance
with Architect selection, develop management plan & schedule, management of design team,
negotiating construction contracts, record keeping and monitoring payment requests.
The proposals dine , oometimes significantly in the proposed fees for the services and
experience with similar projects. The table below lists the farm and their requested fee. Each
farm uses a different method to calculate their fee for owner's representation. One uses a
percentage of the construction and architectural hudgets, another uses an hourly rate and the
remaining two have a flat fee. Staff has determined the overall cost of each proposal by
reviewing current budget estimates and discussing the fees with each of the firms.
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Firm Name Fee Requested
Bossardt Corporation $111,300 (flat fee)
Constructive Ideas $92,120 (flat fee)
Dunbar Development $175,000 (3.5 % of corstnuctionfarchitect fees)
Gockel and Associates $75,000 $170/hr -1 Yz% of construction costs)
Dunbar Development has the most experience working on housing projects, particularly with
Housing Authorities, however their fee is the highest. Gockel and Associates has submitted the
lowest fee, but they do not have a lot of experience working on housing projects. Gockel and
Associates has primarily worked with sc'uool districts.
Bossardt Corp. and Constructive Ideas are similar in experience and fees. Staff has contacted
their listed references and botk have received good feedback relating to their ability to perform
their stated services.
Consintctive Ideas is currently working with the City of Plymouth on the Public Safety building
expansion. We have had discussions with City staff involved with that project and have had
good feedback on Constructive Ideas' performance, therefore staff is recommending that the
HRA Board select Constructive Ideas to act as the Owt.ers Representative for the new senior
rental project.
RECOMMENDATION:
Staff recommends that the Plymouth Housing and Redevelopment Board of Commissioners
select Constructive Ideas, Inc. as the Owner's Representative for the Construction of the HRA's
new senior apartment facility and authorize staff to execute all related documents.
ATTACHMENTS:
I. Proposals for Owner's Representatives
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BOssmw CORPORATION
Professional Constnenion Managers
P„ gP.fbr i Owner's
Presented to
Representative
Services
PLYMOUTH HOUSING &
REDEVELOPMENT
AUTHORITY'S (HRA)
INDEPENDENT SENIOR
APARTMENT BUILDING
November 19, 2004
City of Plymouth
3400 Plymouth Blvd.
Plymouth, Minnesota 55447
November 19, 2004
BOssARDT CORPORATION
Professional Consrrurtion.Alanagers
PNma th Community Deparbnern
3400 Pymouth Boulevard
Ptymout h, Minnesota 55447
ATTENTIMI: Mr. Jkn Barnes
RE: PROPOSAL FOR OWNER'S REPRESENTATIVE SERVICES
Dear Mr. Barnes:
Thank you for the opportunity to submit our proposal for Owners Representative Sam= for
the Cit of ftm outhh's 60 unit trhdeperhdent senior rental apanrnent build'mg. We are eagerly
erhtldpatirhg the possibility of wakh with you an this CheUangtng assignment.
01-1 dt Cm pored c is tf* a unique company, dedicated to p vAding quality Owner -oriented
Owners Representative services. Bossardt Corporation was founded on the principals of
inieprity. Innovation, and a strong commitment to exoeedrhg our diem's ems. We
ambraoe and places high varus on the concept of TEAM and will work dUgw* on your behalf
to achieve your goals and dauber a sucoessttd pr4a ct
The My of Pymouth deserves the best Owners Representative who Is capade of achieving
great success In the design, bidding and construction phase of your project. Our prtmary focus
over the past 20 years hes been to provide our services to aunts in the public aector. This
strong baduground will provide the City d Plymoutih with an experienced, knowledgeable and
CommliKed Owners Ropmentative to ensure that the higfest quality building win be built an
time and an budget.
We are committed to m pendrhg the time and effort necessary to exceed your expectations and
will bathe CWs "Construction Expert' looking out for ycur best interest from concept through
We look forward to the opportunity to put our experience and dedica5on to work on your behalf
and` MI! turn your vision into reality.
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Senior vice President i
PROPOSAL FOR OWNER'S REPRESENTATIVE SERVICES
1. Provide a detailed description of the service that you will provide.
Bossardt Corporation's approach to providing Ownars Representative Services for the 60-unk
hMepandent aenW apwtneM butldig is to act as a msoume to the Cit of Plymouth during the
MMM Pre -Construction and Construction Phases. We provide technical analysis of the design
documents, conduct cost estimate reviews. prepare value engineering anayais and design and
schedurt, management on the entire protect
We monitor the project scope and compare the cost of the current design to the established
funding on a 'Lina -by -11W basis. We makerecommendations for design andlor scope
ad7uatments ona continuous basis so that the available funding Is not exceeded but the CI"
progian and quality expectations are mat.
We:parfgrrn'corWsc%bilW and'constructabilitr reviews to confirm that the current design can
be WIN ty the Contractor within the dm home and funding available. We review the docurnents
to verify. that ON pwdnent Information is included and the design conforms to the City of
Plyrnou4re design standards.
Our Scaae of Services Includes the following components:
CoMMI NICATION
Communication is key to a successful partnership - Bossardt Corporation prides itself on being a
proactne communicator and client focused firm. Our approach to communication Is based on
over tvramy (20) years of experience providing Owners Representative and Construction
Management Services to clients In the public sector. We understand the care arid concern
required of us on large publicly funded projects, and understand how to work in the"fish bowl' of
public may.
Our method for recording and communicating the ,progress of your project will be handled as
follows:
Management Plan
Bossardt Corporation will develop a comprehensive Management Plan that Is tailored to meat the
City of Plymouths needs and will proactively keep you informed of an pertinent Issues, The
Management Pian includes nems such as a responsibility matrix and project prooadwas section
which identify how Information Is to be received, assembled. distributed and responded to.
The Management Plan incorporates the City of Pymouth's design standards and provides the
framework for coordinating an aspects of the PmWs Design. Construction and past,
Construction Phases. Key compc:sms of the Management Plan are:
Rotes and responsibilities of an Team members
Communications responsibility matrix
Project Procedures
Pre -Construction and Construction Phase schedule management
J • Cost management parametershnaster budget
Contracting and Procurement Guidelines
Other Trey management information
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PROPOSAL FOR OWNER'S REPRESENTATIVE SERVICES
We believe in open, •honest communication between f City of Plymouth, Owners
Representative, ArddleM and Contractor, and a "no surprises" approach will be utllimd.
OVERALL 7i11tE MANAGEMENT
Mester Schedule
An overall Master Schedule is prepared do includes the critical milestones required for on-time
completion. Our proactive approach to looking ahead' at these milestones and identifying any
areas of concem, results to potential schedule impacts being addressed through immediate
actor: This Mester Sclreduls identifies a logical and cost eRecdve sequenceof events.
Boss" Corporation, in collaboration with the City of Plymouth. Ndd% eL and. Owncmr
prepare movain andoccupancy schedules.
e Pre4Cnstnrdion Phase & Construcion Phase Schedules
Collaborating with the City of Plymouth and NcIdlecL a detailed, Pre4knsauction and
Construction Phase schedule is developed to assist in controlling the Design Phase and
Construction Phase. We prepare a milestone schedule for use during cm mr, ar.bidding. We
review the. Contractors Construction schedule and monitor construction progress. vs, the
Contractors schedule. We Will require the Contractor to provide, and update as necessary, the
following schedules:
Milestone Schedule
Crititml Path Mester Construes Schedule
3 week'Look Ahead' Scheduling
Resource schedule analysis
Recovery schedules
OVERALL COST MANAGEMENT
Beg mft at Program Development Phase and maintain through project completion, we prepare
a format for Camgoiea at costs (including but not Undtad to design fees, construction. FFBE, am)
in establish a baseline tram which Changes can be referenced, from which contingencies and
risks can be monitored, and from which torecesb-at-completion projections can be made.
Review invoices for work in place. materials stored on site, payments made'to date. accuracy of
math. and adherence to all previously agreed to contract language between the City of Plymouth
and Contractors or Consultants (e.g.. using predetermined rams for change ordere, trade
discounts accruing to the City). This includes Invokes of design consultants and vendors as well
as
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PROPOSAL FOR OWNER'S REPRESENTATIVE SERVICES
Preparemonthly wrilto report d progress and status at the project including Invoice summary.
cash flow summary. drenge•a W summary. forecast at completion. and sevingsfoontlngency use
summary. key decisions In be made, and key issueshisks.
Review 90 change estimates for validity and compliance with the contract documents, including
pmb dng.arprowring dalsOod analysis quantity surveying, etc. Make recd emendations for the
s,4 Of Plymouth's approval Of requested Change Orders.
Advise city of value engineering opportunities, subsftrd hs and alternatives as needed to meet
budgetary arid schedule objectives.
Review an Proposal Requests.
Review Applications for Payment
PROGRAMMING/SCHwAyc DESIGN PHASE
Most with the City of Plymouth and Architect to establish team responsibilities and define
communication procedures, methods of approval, Project Procedures and schedule requirements.
Discuss with the City of Plymouth its preference for reporting formats and reporting.
Attend key. meetings Inva" the City of Plymouth. Architect, and Other Consultants) In which
decisions edtieal to the advancement of the project to the need phase will be determined
Review and analyze eery impar, high opporbmitydor savings key cost areas.
Facilitate procuing other consulting services not otherwise provided by the Architectural and
Engineering Consultants,
DESIGN PHASE
Review Architects host estimates and projections.
Participate, as a representative d.the City of Plymouth. in regular design and production review
meetings..
Waking with Architect and City staff, develop a Master Schedule including the identification of
big lead-time items, key Projaet milestone dates, and impacts of Interfacing with the existing
fee" -
Most with the City of Plymouth to identify any existing design standards and communicate same
to Architect.
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PROPOSAL FOR OWNER'S REPRESENTATIVE SERVICES
Manage the Design Team to assure compliance with the CiVs programmatic goals and design
foe budget
Work with the City of Plymouth and Architect to evaluate alternative construction
proeuramerWmathodsW delivery strategies Mat are both economical and advantageous and
provide.for timely completion of the project.
Hold bi-weakly Coordination Meetings during the Pre4onstruction Phase to coordinate the aftols
of project design and engineering personnel.
BIDDING AND AWARD PHASE
Review the contract documents for clarity. completeness and consistency.
Man* potential alternates Mat may be aiMer bid as enhancements to or bid to ensure
compliance with the project budget
Conduct pi conference to tomiliarize potential bidders with any spacial requirements
Rant w bid receive bids and analyze them for oonnpleteness.
Review the bids and make recommendations for award of contracts.
Where requested by the City of Plymouth. conduct negotiationswith contractors on behalf of the
CIV. Prepare contracts, provide contract administration, and ensure that contract documents,
bonds end Msurerroe certificates are submitted.
CONSTRUCTION PIIASE
Work with the selected contractor to schedule regular project prog. as meetings and ensure that
V" are documented
Report promptly to the City of Plymouth on all relevant Issues.
Prepare Monthly State; Report to the City of Plymouth stating the financial status of the project
the construction progress of Me project, comment on quality control or other potential problem
arses oititel to a successful project completion.
Represent the City of Plymouth to any contract change negotiations with the Contractor.
Ensure that the Contractor maintains current RFI, Submitral;-aindgrange Estimate Logs. Report
to the City of Plymouth periodically the status of same.
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PROPOSAL FOR OWNER'S REPRESENTATIVE SERVICES
Provide review of the control estimate and budget including detailed construction costs and
contingencies for the project Keep the City of Plymouth proactively informed of any major
variations In the control estimate and budget
Monitor the submitlel process to assure the Contractor is providing submittals on time and
Architect is returning the same promptly.
Provideoverview of Architect and the Contrectors ruvibrmance related to construction program
so that compliance with the Project Milestone Sclusdule is aehleved.
Provide liaison and consultation with the CV of Plymouth in decision making during the
Construction Phase to enable the City to obtain the most value for each dollar spent This
includes change oder and claim analysis.
Review the Cattraetors monthly Application for Payment and forward to Architect for certification.
Allard construction progress meetings with the Architect and Contractor and major
subcontractors
Review work invoiced by the Contractor for quality and conformance with the contract documents.
J Monitor design and construction coordination and verify that changes are initiated in a timely
manner.
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Reoanmerhd to the Qty of Plymouth final acceptance of Contractors wok
Monitor the Am hitect and Contractor to ensure the preparation of punch lists well in advance of
the projec% completion and establishes a management system for correction of deficient work -
Monitor the Architect and Contractor to ensure Vie mechanical and electrical orientation and
equipment start-up program is prepared and executed in a timely manner.
POST.CONSTRuCT10N PII.ASE
Work with the Architect, and Contractor to complete'puncldists in a timely manner.
Assist Architect in determining dates of substantial completion.
Assist in the substantial completion inspection, preparation of the final punch fist final completion
Inspection and ten (10) month warranty inspection.
Receive, verily and.facilitate.ft City's execution of warranties.
Receive and verily final lien waivers, final release of liens and other Nose -out documents.
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PROPOSAL FOR OWNER'S REPRESENTATIVE SERVICES
2. Describe the cost for the services mentioned above. Indicate it the tees are based on a
percentage of the job, hourly tee. a fiat rate, or some other basis.
Bossardt Ca pa Win proposes to provide Owners Representative Services as described In we
Scope of Services, for a Fixed Monthly Fee of $7.500. The Fined Monthly Fee Is based on
provicIng Pre -Construction and Construction Phase owners Representative Services for a period
of fourteen (14) months.
Reimbursable expenses will be in aftdon to the Fixed Monthly Fee, invoiced monthly at cosL
and include the fbkvdng-. telephone, office equipmanL 01Roe equipment rentals, postage,
reproduction, copies, facsimile, courier, office supplies, mileage, and authorized travel.
If the City of Plymouth requests that. cost estimating services be provided by the Owners
Restive, Bonn& Corporation proposes to provide the estimating services on an hourly
basis as follows:
Machanical and elearical estimating $100/hour
Civil, arddlecturel, and strut hiral estimating $8511mir
3. List experience with comparable projects for this scope and type.
Our experience and successful track record of building. new facilities, constructing additions, and
remodeling public facilities has placed Bossardt Corporation as a leader in Minnesota's building
community.
SENIOR HOUSING/ASSISTED LIVING
St. Anne's Senior Housing
77 Units
Minneapolis, Minnesota
Cottages of Maplewood Senior Housing
60 Units
Maplewood, Minnesota
Kensington Senior Condominiudd-is
120 units
St. Anthony, Minnesota
Central Community Housing Trost
10 Avenue North
Minneapolis, Minnesota.
Central Community Housing Trust
LaSellle Avenue
Minneapolis, Minnesota
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PROPOSAL FOR OWNER'S REPRESENTATIVE SERVICES
OWNER'S REPRESENTATIVE SERVICES
Ivy Tower Condominiums
Minneapolis, Minnesota
Grace Church
Eden Prairie, Minnesota
Adeth Jeshurun Synagogue
Golden Valley, Minnesota
Leach Lake Band of Ojibwa
Northern Lights Casino Expansion
Walker, Minnesota
4. list references from projects within the last three years for which you acted as Owner
Representative. Include contact names and phone numbers.
Ivy Tower Mixed Use Project Construction of a 24 stay - 88 Unit Condominium Building, a
Mr. Jen( Laux 19 story - 189 Room Luxury Motel, Spa -Satin 8 Fitness
612-339-9334 Center. and Upscale Restaurant and the Renovation of the
Mistork Ivy Tower In Minneapolis.
St. Anne's Senior Housing Four (4) storles, 77 unit senior housing complex Includes
Mr. JAI Laux below -grade parking, 5000 SF of commercial space 4 levels
61239-8334 of housing.
Grace Church 343,000 SF Church Campus, includes a 4500 seat wcshlp
Executive Pastor. Jim Righter canter. 200 person chair loll char rehearsal for 400 persons
952-926.1884 plus orchestra, music suite. 300 parson student area. 14
early childhood rooms, 8 nursery/toddler rooms. 12 grade
school rooms. 10 adult classrooms, 3 Awana circles, kitchen,
bookstore, prayer chapel, commons lobbystaff offices,
storage and resource areas. parking for 1500 vehicles.
Cims Labs, Inc. Pharmaceutical plant includes producticfn fine and
Mr. Tam Pian warehouse expansion, as wall as office renovations.
952-947-8717
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PROPOSAL FOR OWNER'S REPRESENTATIVE SERVICES
S. Describe your current workload and availability for this project.
The staff asslgr a to your project are seasoned veterans In. the construction industry. Steve
Kilmer is a five (S) year employee of the Bossardt Corporation and has led construction projects
with values in excess of $60 million. Erik Youngqulst is an eight (8) year employee of our firth and
has also led projects with values in excess of $60 million.
Both individuals are highly capable of providing the City of Plymouth with exceptional service and
are supported by Bossardt Corporation's 30 member professional staff do have extensive
experience In cost estimating, scheduling, budgeting, value engineering, plan review, bidding,
contracting, construction administration, and project management. They are available to
Immediately begin working with you on your project
Steve is a 28 -year veteran of the construction Industry. He started his
construction cerew as a bricklayer and continued gathering construction
knowledge and experience as a Foreman, Superintendent, Estimator,
Project Manager, Vice President and Senior Vice President Steve has an
educational background in Aerospace Engineering from the University of
Minnesota and Construction Cost Estimating from Dunwoody Industrial
Institute. Steve is very active in the construction industry as a member of
the American Arbitration Assodation and past President of the Minnesota.
Concrete 8 Masonry Association and the Minneapolis Builders Exchange. In the past 28 years,
Steve has worked on a wide range of projects including the following housing facilities: Steve will
be the main point of Contact from sten to finish. He will have overall responsibility for Owners
Represen elft. Services and will be invNved in all phases of the project
Apple valley Villa apartments
Chandler Rice
Ebenezer Ridge Point Senior Apartments
Friendship Village of Bloomington
Gideon Pond
Minnesota Masonic Homes
Parkshore Place
Parkshore Place, Assisted Living
Presbyterian Homes
Walker Plaza
Apple Valley, Minnesota
St. Anthony, Minnesota
Burnsville, Minnesota
Bloomington, Minnesota
Bloomington, Minnesota
Bloomington, Minnesota
St. Louis Park, Minnesota
New Hope, Minnesota
Little Canada, Minnesota
Anoka, Minnesota
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PROPOSAL FOR OWNER'S REPRESENTATIVE SERVICES
Erik Yauneouist - Director of Pra-Construetien -
Edk will be actively, involved in the Pre -Construction Phase activities
0 including detailed budgotinglaost estimating,. master schedule
preparationlupdates, design reviews, valine engineering studies and
y constructability reviews. He will also manage the cost estimating
consultants and act as a resource to the entire team. Erik has a Bachelor
of Science and Construction Engineering from North Dakota State
University.
City of Savage - City Hall/Police Facility (Pre -Construction)
Sauk Rapids -Rice Public Schools - New High School, High School converted to Middle
School, Middle School converted to K-5, 3 Elementary School Renovations
Chaska Public Schools - New Elementary School, Middle School Updates & Improvements
Owatonna Public Schools - High School, Middle School and Ektrnentery
Additions/Renovations
Bemidji Public Schools - New High School and New Elementary School
Crookston Public Schools - High School.converted to Middle School
Bloomington Public Schools - Two Elementary School AdditionslRenovations
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PROPOSAL FOR OWNER'S REPRESENTATIVE SERVICES
CURRENT WORIIU.OAD
Hopkins Public Schools
High School Theater/ AdditionslRenovations Completion: December 2004
Chaska Public Schools
e . New Elementary School Completion: August 2005
High School AdditionlRenovations Completion: August 2005
Middle School Renovations Completion: August 2005
St. Anne's Housing Facility
Four Stories, 77 Unit Senior Housing Complex Completion: November 2005
Rosemount -Apple ValleyEagan Public Schools
e 'District -Wile RenovationslAdditions Completion: August 2006
Ivy Tower Mixed -Use Project
Construction of 88 Unit Condominium and
Renovation of Historic: Ivy Tower Completion: December 2006
6. Do you carry insurance to protect clients from errors or omissions? In what amount?
Bossardt Corporation has Professional LieWity/Errors and Omissions insurance
coverage which includes $1,000,000 per claim liability limits.
7. List any litigation that either you or your firm has been involved in the previous five years. List
details and resolutions if any.
In the poet five (5) years Bossardt Corporation has been involved in litigation involving a
disputed excavation contract award on a southern Minnesota Independent School
District project and a mediated settlement of a football field construction duality case in
the Twin Cities Metro area. Both issues have been resolved.
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Plymouth Housing and Redevelopment Authority
Independent Senior Housing Apartment Project
Plymouth, Minnesota
Proposal for
Owner Representative Services
November 19, 2004
To:. Mr. ,Jim Barnes, Housing Programs Manager
City of Plymouth, Minnesota
Constructive Ideas, Inc.
901 Jefferson Avenue, Suite 300
St. Paul, Minnesota 55102
a
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Plymouth Housing and Redevelopment Authority
Independent Senior Housing Apartment Project
Plymouth, Minnesota
Proposal for
Owner Representative Services
November 19, 2004
To:. Mr. ,Jim Barnes, Housing Programs Manager
City of Plymouth, Minnesota
Constructive Ideas, Inc.
901 Jefferson Avenue, Suite 300
St. Paul, Minnesota 55102
Constructive Ideas
Planning & Preconstruction Services • Project Cost Analysis a CPM Scheduling
November 16, 2004
Mr. Jim Barnes
Housing Programa Manager
City of Plymouth
3400 Plymouth Boulevard
Plymouth. Minnesota 55447
Re: Request for Proposal
Plymouth HRA Independent Senior Housing Aportme nt•Projed
Dear Mr. Barnes:
Thank you for the opportunity to submit a response r) your Request for Proposal for Owner
Representative Services for the Plymouth HRA Indepeinde t Senior Housing Aparmrent Project.
1 know this time in a project's development can be both exciting and frightening: exciting to be
able to bring something new and vibrant to the city; frightening because it requires specialized
decisions and processes not generally encountered in the course of everyday biainess
I hope this proposal for Owner Representative Setiices by Constructive ideas, Inc. will address
your cancans and questions and help you select us as your agent during the design and
construction process.
Constructive bins, Jm. was farrrne I in 1988 to be an Owner's resource during the design and
construction of commercial and rmmicipal buildings. 71w firm focuses an cost management and
scheduling issues, providing services for building owners, architects, developers and attorneys
inve ed in the construction industry. My background is in general construction, and 1 have had
hey mvolvomum in many Major structures in the Twin Cities metropolitan area. My resume and
that of my frnn, as well as a listing of services routinely provided, is included in the proposal for
your review.
Attached is our respatse to your Request for Owner Representative Services, and a general
exploration of my philosophy for providing those services. At your convenience I am available
to meet with you and discuss this proposal in detail and answer any questions you may lave.
Thank you for the opportunity to submit this proposal. We look forward to a pleasant and
productive relationship with you in the development and management of your project
Sincerely,
CO UC7NE EAS. INC.
William A. Wolters
President
901 Jet%rsan Avenue. Suite 300 • St. Paul. MN 55102 • (651) 225.4740 • Fax (651) 225-4741
www.constructiveideasinc.ccun
Owner Representadve Approach & Services
Owner Representative— Prolect. Manamer Descdotion
The primary role of the Owner Representative during the project's Design and
Construction Phases is to proactively manage the design and constriction team activities
so as to meet the programmatic objectives of the Owner while optimizing schedule and
minimizing overall project costs. To this end, the Owner Representative must be a true
Project Manager who is empowered to act as an agent of the Owner in all design and
construction matters so as to en'ectively interface and coordinate the efforts of the design
professionals with the various Owner departments and agencies.
prototype Prosect Schedule
Since the Plymouth Housing and Redevelopment Authority Independent Senior Housing
Apartment Project is a completely new construction project, it is expected that the design
process will take place in a normal, single-phase fashion. A prototype design and
construction schedule for such a project is as follows.
Naturally, during the evolution of the project, it is normal for focus to shift from the
macro to the micro: 5oom the system, to the component, to the element. It is during the
early phases of the project, during the early design and preconstruction phases, when this
evolutionary process forces major decisions to be made which will impact not only the
project's aesthetics, but also its initial cost. and long range operational costs. This is when
true value analysis can be done, and when an Owner's. Project Manager can have the
greatest impart on the project's overall outcome. To be truly effective, and Owner's
Project Manager must not only monitor and guide the Design Professionals by maidng
timely observations and recommendations, but they must also communicate and guide the
Owner to assemble and process all the related information generated by the Owner, in
order to interact with the Design Team for the good of the project
Owner representation and project management is an ongoing process. It requires efforts
in planning, scheduling. communicating, public relations, documentation and accounting.
It does not usurp the responsibilities of the Owner or. project designers, but it enhances
J and strengthens the team, and helps achieve recognizable project goals.
Seketlon of ArddteetwW Delp Tam 17/612004 I vita 04
Sebematk Delp un3AM 1/7812005
Delp Development 1131/2005 3118/2005
Coumvedw DKvvmot Pbose 3121fM 6117/2005
Pr4ed Biddle; & Reedpt of Bids 6/2ofm 711UM5
Vnirtadoo & Approval of Bids 7113/2005 7118/2005
boon Contract & Noda to Prosed Memos 71=212005
Comtruedw & sdWantlel Compktlon 72SlM 4/21/2006
ProJeet Tur"ver & occupancy 4/24/2006 5/312006
Naturally, during the evolution of the project, it is normal for focus to shift from the
macro to the micro: 5oom the system, to the component, to the element. It is during the
early phases of the project, during the early design and preconstruction phases, when this
evolutionary process forces major decisions to be made which will impact not only the
project's aesthetics, but also its initial cost. and long range operational costs. This is when
true value analysis can be done, and when an Owner's. Project Manager can have the
greatest impart on the project's overall outcome. To be truly effective, and Owner's
Project Manager must not only monitor and guide the Design Professionals by maidng
timely observations and recommendations, but they must also communicate and guide the
Owner to assemble and process all the related information generated by the Owner, in
order to interact with the Design Team for the good of the project
Owner representation and project management is an ongoing process. It requires efforts
in planning, scheduling. communicating, public relations, documentation and accounting.
It does not usurp the responsibilities of the Owner or. project designers, but it enhances
J and strengthens the team, and helps achieve recognizable project goals.
Following is a general listing of the major project phases and a listing of Owner Project : _7
Management activities related to each phase:
A. Develop a project management plan to identify and communicate
important project objectives, considerations, and strategies.
Establish and publish an overall project development schedule.
C. Establish and distribute a project communication plat.
D. Establish and publish an overall project budget and -project cost
management plan.
E. Implement and manage team planning and goal setting activities to ensure
et%tive and voluntary teamwork.
F. 'Identify, establish and implement project decision making procedures,
roies and timelines.
G. Evaluate and recommend to Owner construction delivery methods and
options.
H. Recommend and arrange for soil investigation services to interface with
the Design professionals.
1. Menage programming and schematic process and team to optimize long
term success of project.
J. Establish.a reporting and review system with the Construction Committee.
13. Coostracdon Document & Bidding Phase
aatnoas to moos
A. Manage Design Team efforts on behalf of the Owner.
B. Attend desigr review meetings. Establish a recording and communication
distribution system with the Construction Committee.
C. Report and review progress of the project design with the Construction
Committee on no less than a monthly basis.
D. Review progress of design work for conformance with approved program
and to optimize long term value of project.
E. Evaluate design concepts for constructability witb regard to:
1. Resources (manpower & material) availability
2. Sequence of. construction
3. Control (limit) number of dit%rent systems and materials:
4. Provide specification review for procurement optimization.
F. Review building component and system selection from long term
operations and maintenance perspective and initiate reviews by both
Owner personnel and sub-cormitants.
G. Manage document development consistent with Owner timing needs to
meet project milestones.
It Arrange for and provide "Peer Reviews" for the design documents and
project specifications. (These reviews will be provided by qualified
subcontracting finds and individuals active in our metropolitan
construction market.)
7
1. Provide Project Cost Management services for the Owner.
1. Establish overall cost categories not only for construction, but also
for Project expense.
2. .Forecast costs where necessary for the Owner's benefit.
3. Provide prototype cash Sow schedules to aid the Owner in
predicting project crib requirements.
4. Provide value engineering services:
Log and monitor Value Engineering ideas.
Evaluate with Design Team full impact of suggested V.E. ideas
Provide life cycle cost analysis of major systems, if needed.
J. Prepare and recommend list of project bid packages, if necessary, to meet
overall project schedule. These packages am "project packages" such as
telephone installation, fumiture procurement and building security, and
may or may not include items normally associated with the actual
L construction of the building shell.
K. Coordinate and manage bidding process on behalf of the Owner and
Construction Committee.
ULConstmetioo Phase
71138005 to 4MIr ti
A. Negotiate construction contract on behalf of the Owner.
B. Attend and represent the Owner at routine weekly job site meetings or
special system or installation meetings.
C. Provide monthly status reports to the owner.
1. Narrative of progress, changes and overall status
2. Schedule review with milestones and key dates highlighted
3. Financial review with current cost & billing information and
projected future cash requirements
4. Arrange for professional progress photographs, if necessary.
D. Maintain project documentation and record keeping system on behalf of
the Owner.
E. Monitor contractor planning, scheduling and procurement strategies and
results.
F. Facilitate conflict resolution where and when appropriate.
G. Actively demonstrate and support positive team building actions
consistent with Owner's best interests.
H. Monitor contractor quality assurance strategies and implementation with
specific focus on meeting project and owner requirements.
I. Monitor contractor application for payment.
I. Monitor change order process and review costs on behalf of Owner.
M
IV. Prosed Tomover & Occupancy
42 MM to SIS 2006
A, Arrange for and monitor commissioning process on behalf of the Owner.
B. Establish and monitor project close-out process on behalf of the Owner.
C. Collect and distribute operational and maintenance manuals and
warrandej.
D. Ensure Owner training on newly installed systems and equipment.
E. Schedule, attend and document 12 -month warranty inspection.
V. Fesr: for the Mvmouth Independent Senior Hoodan Apartment Prosect
Fees for Owner Representative Services on the Plymouth Independent Senior
Housing Apartment Project have been calculated on an hourly rate basis for
the level of services described. The anticipated hours are representative of
sindlar services on projects of similar size and complexity.
The lump sum fa for Owner Project Manger Services for the Plymouth
Independent Senior Housing Apartment Project described above will be
Ninety -Two Thousand One Hundred Twenty Dollars (592,120.00). This will
be broken down among the various project phases and billed as follows:
n
In addition to the lump sum fa, there may be reimbursable out-of-pocket
expenses directly associated with this project. Examples of these we long
distance telephone calls, faxes, courier service, photos, out-of-town meals and
travel expenses and mileage at the current rate allowed by the internal
Revenue Service. Upon acceptance of this proposal a target estimate of these
expenses will be provided for your use. However, we would not incur any
reimbursable expense in excess of $100 without your prior approval. These
expenses will be billed on a monthly basis.
0ReusesProposahdrSelectionofArchs 0 LuVSam U3
DnvkpmM 14460 L60=Wm7e. Ci n Doeoman Moot
Flnai Cevt & Quft Review do Bidding St2.600 Lamp yuan 7/31/2005
Coote Phase S43.= 52,7nlom Montidy
Prgleet TWM-er A Occupancy S 3.MO Lamp vain GrIA 6
In addition to the lump sum fa, there may be reimbursable out-of-pocket
expenses directly associated with this project. Examples of these we long
distance telephone calls, faxes, courier service, photos, out-of-town meals and
travel expenses and mileage at the current rate allowed by the internal
Revenue Service. Upon acceptance of this proposal a target estimate of these
expenses will be provided for your use. However, we would not incur any
reimbursable expense in excess of $100 without your prior approval. These
expenses will be billed on a monthly basis.
a
l
i
Relevant Information and Direct Remus" to Owner Questions
1. Ence with Comparable Project
Constructive Ideas is currently involved as a consultant on the design and
construction of a 33-unit Senior Assisted Living Project in the City of LeSueur,
Minnesota My role was as ensu manager and schedule consultant to the
Construction Manager, L. Swenson Construction Co., LeSueur, Minnesota
In addition, I have provided Cost Certification for HUD on the following projects:
1. Prgjea: Rochester Handicapped Housing
Rochester, Minnesota
Chau: Accessible Space, Inc.
2. Project. Mounds View Handicapped Housing ,
Mounds View, Minnesota
Client. Accessible Space, Inc.
3. Project: Coleman Road Supportive Housing - 23 Units
Memphis, Tennessee
Client. Accessible Space, Inc.
4. Project. Galaxy Drive Supportive Housing - 20 units
Rapfd City, South Dakota
Client: Accessible Space, Inc.
5. Project: Capitols Supportive Housing - 25 Units
Capitols. California
Client. National Handicap Housing Institute, Inc.
6. Pnetject. Brooklyn Park Supportive Housing - 23 Units
Brooklyn Park. Minnesota
client. National Handicap Housing Institute, Inc.
7. hgjecr. 250-Unit HUD Apartment Building
Helena, Montana
Cliau: Accessible Space, Inc.
a Pngject: Traverse County Senior Housing - 20 Units
Wheaton, Minnesota
Client. SEH Architects, Inc.
5
L Recent Owoeea Representative ice: ' )
Recent experience as Owner's Representativewithin the .last three years includes
the following
1. City of Plymouth, Public Safety and City Hall Expansion
Contact: Ms. Anne Wntburt — Community Development Director
2. City of Prior Lake — New City Hall & Police Station
Contact: Mr. Frank Boyles — City. Manager
3. Le Cordon Bleu College of Culinary Arts, Mendota Heights
Contact: Mr. Pat Hagan — Caner Education Corp. Project Manager
4. City of Maple Grove, Government Center and City Hall
Contact: Mr. Al Madsen, City Manager
5. City of Maple Grove Transit Ramp
Contact: Mr. Mike Opatz — Transportation Director
6. City of Maple Grove — Fire Station
Contact: Mr. Scott Anderson — Fire Chief
7. City of Long Lake — Fire Station
Contact: Mr. Steve Stahmer — City Administrator
8. City of Orono — Navarre Fire Station
Contact Mr. Ron.Moorse — City Administrator
3. Workload
Mr. Wolters is available to give immediate attention to the project if selected as
Owner's Representative.
Turnover data for recent Owner Representative Projects are as follow:
1Proie Turn -over Date
Plymouth. Public Safety & City Hap December 31., 2006
City of Prior Lake City Hall & Police Station October 1, 2006
Le Cordon Blau College. of Culinary Arts February 21, 2005
4. General References
References of individuals familiar with the capability of Concoctive Ideas, Inc.
are as follows: ,
L Al Madsen, City Manager, Maple Grove, Minnesota
2. Ron Moorse, City Manager, Orono, Minnesota
3. Jim Lena, Council Member, Medina, Minnesota
6
LA -
41
4. Bob Rietow, Bentz Thompson Rietow Architects, Inc.
S. Mike Cox, President, Wold Architects and Engineers
S. losaraoce:
Since Constructive Ideas, Inc. docs not provide architectural, engineering or
design services, errors and omissions insurance is not offered under the scope of
this proposal.
6. Litigation:
Constructive Ideas, Inc. has not been involved in any litigation or disputes since
its inception in 1988.
Other Services
While the above scope of services includes coordinating all aspects of the design and
construction of the building process, these services do not include programming, other
than a review of the program already established for the facility. In addition, no design or
construction services are included to cover move coordination or any involvement to
specify, procure, or install telecommunication, technology or computer systems, office
furniture or other owner fumishcd equipment, other than recommending the timing of the
bidding or procurement necessary to meet the overall project milestone schedule.
Constructive Ideas Inc. does not practice law, accounting, architecture or engineering or
provide other professional services beyond those specifically described in this proposal.
Therefore, we may advise you Som time to time to secure other professional consultants
such as lawyers, accountants, architects, engineers or others. The Owner will be directly.
responsible for foes and expenses due to those other professionals, and we cannot accept'
any responsibility for work performed by them.
Q
RESPONSE TO
FEE AND SERVICE PROPOSAL
FOR
OWNER REPRESENTATIVE SERVICES
FOR THE
PLYMOUTH HOUSING AND REDEVELOPMENT
AUTHORITY
Submitted By:
Dunbar Development Corporation
November 19, 2004
Dunbar Developmeot Corporation
November 19, 2004
Mr. Jim Banes
Housing Programs Manager
City of Plymouth
3400 Plymouth Blvd
Plymouth, MN 55447
Re: Plymouth Housing and Redevelopment Authority Independent Senior Housing
Apartment Project:
Dear Mr. Barnes:
Thank you for the opportunity to respond to the Fee and Service proposal for Owner
Representative Services for the construction of the Plymouth Housing and
Redevelopment Authority's independent senior apartment building. We at Dunbar
Development Corporation feel dist we have the necessary qualifications to provide the
Plymouth Housing and Redevelopment Authority experienced based representation as
they evaluate the. independent senior housing facility at thedesignated site.
Representation of Housing and Redevelopment Authorities and Non-profit Organizations
has been a main stay of our organization since the mid 89s. We have worked with
Housing and Redevelopment Authorities to provide a full scope of services to insure a
timely and cost effective development process.
Should we be selected by the Plymouth Housing and Redevelopment Authority; our
organization will dedicate the time and resources needed to meet the timeframe of the
HRA. Our experience in working with various professionals such as architects,
engineers, financing consultsms, contractors and marketing and management
organizations has well equipped us to provide solid market proven representation in a
timely cost controlled development.
In Tab 1, we are providing our standard contract that we have used with other Housing
and Redevelopment Authorities. It is our feeling that the contract best describes the
services we can provide. If selected, we are receptive to modifying the contract or
reviewing a contract that the Plymouth HRA would prefer.
5000 Glenwood Avenue. Suite 200 Minneapolis, Minnesota 55422-5146 (763)377-7090 FAX(763)377-7089
The seven following tabs relates to the information requested in your letter to me.dated
November 9, 2004. Please feel flee to contact us with any questions.
Again, thank you for the opportunity to submit our qualifications.
D
M, I
PROJECT DEVELOPMENT COORDINATION AGREEMENT
BY AND BETWEEN
PLYMOUTH HOUSING AND REDEVELOPMENTAUTHORITY
and
DUNBAR DEVELOPMENT CORPORATION
Dated as of
THE PROJECT DEVELOPMENT COORDINATION AGREEMENT C'Agroement-),
dated as of 20 by and between the. Plymouth Housing e.,d Redevelopment
Authority(the "Owner" a Minnesota and Dunbar Development
Corporation, a Minnesota corporation (the "Project Cca:dir:ator"),
WITNESSETH:
WHEREAS, The Owner proposes to undertake a 60 -unit independent senior rental
apartment project (the "Project") located at the southwest comer of the intersection of Trunk
Highway 55 and Vicksburg Lane within the City of Plymouth; and
WHEREAS, The Owner and the Project Coordinator propose to enter into this
Agreement whereby the Project Coordinator will provide the skill, expertise and judgment
normally provided to such a project by a private developer to assist in the completion of the
Project; and
WHEREAS, the Owner proposes to issue bonds to finance the acquisition and
construction of the Project:
NOW THEREFORE, in consideration of the foregoing and the mutual covenants and
agreements provided lutein, the Owner and the Project Coordinator agree as follows:
0 ARTICLE 1
SECTION 1.1- SCOPE OF SERVICES: The Project Coordinator shall provide the services,
skill and judgment normally provided to such a project by a private developer. The Project
Coordinator will work with the Owner, the architect, engineer and construction company selected
by the Owner for development of this Project (the "Architect/Engineer" and "Contractor,"
respectively). The Project Coordinator will use best efforts in providing its development skill,
and shall make recommendations to the Owner. The Owner shall at all times retain the ultimate
decision making authority on all matters related to the Project.
SECTION 1.2 - SPECIFIED SERVICES:. The Project Coordinator will provide the following
services to the Owner.
a) Predevelopment Activities. Coordinate all predevelopment activities, including but
not limited to, surveying, soil borings, market research and financial pro forma analysis on behalf
of the Owner.
b) Environmental. Coordinate any required environmental reviews of the Project and
obtain all environmental permits required for the Project on behalf of the Owner.
c) Consultation During Project Development. Negotiate an agreement with, and
schedule and attend regular meetings with, the Architect/Engineer. During the development of
conceptual and preliminary design,advise on, among other things, rmb site use and improvements,
selection of materials, building systems and equipment. Make recommendations on construction
feasibility, time requirements for installation and construction, and factors related to cost
including, but not limited to, costs of alternative de• :gns or materials, preliminary budgets, and
possible economies.
d) Project Construction Budget. Prepare a Project budget for development of the
Project C'Budget") as soon as major Project requirements have been identified, and update it
periodically for the Owner's approval. Prepare an estimate based on drawings and specifications
at the end of the schematic design phase for approval by the Owner as the Project construction
budget. Update and refine this estimate for the Owner's approval as the development of the
drawings and specifications proceeds, and advise the Owner and the Architect/Engineer if it
appears that the Project construction budget will not be met and make recommendations for
corrective action.
e) Coordination of Contract Documents. Review the drawings and specifications as
they are being prepared, recommending, with the Contractor, alternative solutions whenever
design details affect construction feasibility or schedules without, however, assuming any of the
ArchitectMAgineces responsibilities for design.
M Project Control. Monitor and coordinate Project construction and activities in
accordance with the terms of the construction contract, including but not limited to the following:
i) Establish and implement procedures for coordination among the Owner,
the Architect/Engineer, and Contractor with respect to all aspects of the
Project.
ii) Schedule and conduct with Contractor, progress meetings at which Owner,
Architect/Engineer and Contractor can discuss jointly such matters as
procedures, progress, problems and scheduling.
iii) Regularly monitor the construction schedule and ensure the provision of
the summary reports of the Contractor as construction progresses.
G) Cost Control. Develop and monitor the Project cost control system. Revise and
refine the initially approved Project construction budget, incorporate approved changes as they
occur, and develop cash flow reports and forecasts as needed.
b) Permits. Assist the Contractor, Owner and Architect/Engineer in obtaining all
building permits and special permits for permanent improvements, excluding. inspection permits,
and also excluding temporary facilities permits required to be obtained directly by the various
trade contractors. Assist in obtaining necessary approvals from all the authorities that have
jurisdiction.
1) Owner's Consultants. If required, assist the Owner in selecting, retaining, and .
coordinating professional services of a surveyor, testing laboratories and other special
tants, without. assuming atter responsibility for or liability of these consultants.
1) Management Services. The Project Coordinator will assist the Owner in developing
a marketing program in coordination with the management company retained by the Owner and
coordinate the transition from Project construction to Project operations with the management
company.
ARTICLE 11
SECTION 2.1 OWNER'S RESPONSIBILITIES: Subject to final approval of the Project and
the terms of financing by the Owner, which approval shall be in the sole discretion of the Owner
the Owner will (a) use its best efforts to issue bonds to finance the construction and other
development costs of the Project, including the fees of the Project Coordinator, but only upon a
determination that the issuance of bonds is desirable given reasonably projected Project costs and
revenues; (b) pay for all necessary work authorized by the Owner to be done by written contract
and completed in connection with the development of the Project, including, but not limited to,
surveys, environmental assessments, soil reports, city charges, legal services related to
development work, fees and expenses of the ArchitectlEngineer, marketing and management fees
and other out -of pocket costs related to the Project; (c) reimburse the Project Coordinator for any
and all costs associated with the Project that were included in the final Budget approved by the
Owner, and which were initially paid by the Project Coordinator; and (d) provide completeand
timely information to the Project Coordinator regarding the Projects requirements, and regarding
any other pertinent information. Without shifting the responsibility for the completion of any
particular item, if the Owner becomes aware of any defaults or defects in the Project, or non-
conformance with the Project drawings and specifications, the Owner shall give prompt written
notice thereof to the Project Coordinator. 'lire Owner shall communicate with the trade
contractors only through the Project Coordinator.
SECTION 2.2 NO LIABILITY FOR THIRD PARTIES: The Owner and Project
Coordinator mutually acknowledge that each party hereto is relying on its own good judgment
and advice provided from its own advisors, employees,. and administrators with regard to the
advisability, feasibility, and risks associated with the construction and financing of the Project.
The Owner and Project Coordinator jointly acknowledge at:d hereby agree that neither shall be
responsible or liable for any failure of the Projert to meet any projected incomeor expense
projections. The Owner and Project Coordinator 'k-tvby mutually acknowledge and agree that
neither party hereto will. be responsible to the other for the negligent or willful actsor omissions
or breach of contract of any third party person or entity providing labor, material, advice, or
services to the Owner or Project Coordinator in connection with the Project, including, but not
limited to, the Architect/Engineer, Contractor, its subcontractors, trade contractors, financial
consultants and trustees.
SECTION 23 DUTY OF COOPERATION: The Owner will designate one or more persons
as representative(s) who will have decision making authority concerning the Project and who will
work closely with the Project Coordinator, the Architect/Engineer and the Contractor. The
Owner sh:,:l cooperate fully and completely with the Project Coordinator, Contractor, and
Ardutect/Engineer in all aspects of the Project Coordinator's duties and responsibilities in
furtherance of and completion of the Project. The Owner shall provide full information to the
Project Coordinator regarding the Owner's requirements for the ProjecL
SECTION 2A RETENTION OF PROFESSIONAL SERVICES: The Owner shall retain an
Architect/Engineer for the design work, and to prepare construction specifications for the PrgecL
The Architect/Engineer's services, duties, and responsibilities shall be described in a written
agreement between the Owner and the said Ar, utect/Engineer, a copy of which shall be
fumislied to the Project Coordinator. The Project Coordinator shall be notified in writing of any
modification to such agreement.
SECTION 2S NECESSARY APPROVALS: The Owner shall pay for all necessary
approvals, easements, assessments, and charges required for the Project construction, use, or
occupancy of any and all Project permanent structures or for permanent changes is existing
facilities, as provided in a separate written agreement and as required in furtherance and
completion of the Project.
ARTICLE 111
SECTION 3.1 THE PROJECT COORDINATOR'S FEE: The Owner agrees to pay the
Project Coordinator as compensation for its services hereunder a fee ("Project Feel in the
amount of 3.5% of the total Project development casts, as set forth in the Budget approved by the
Owner, at the time of the closing of financing for construction of the Project. The Owner agrees
to begin paying the Project Fee to the Project Coordinator by paying 52,500.00 on the first day of
each month beginning 2Q_, which monthly payments are in partial
satisfaction of tate Project Fee. The remainder of the Project Fee will be paid in equal
installments during the scheduled construction period with the first payment due on the closing
of the construction financing and the remaining payments to be made on a monthly basis
beginning one month thereafter. The Owner will reimburse the Project Coordinator on a monthly
basis at the request of the Project Coordinator for all reasonable out-of-pocket expenses incurred
by the Project Coordinator in connection with the Project. The Project Coordinator shall submit
a written list of such expenses to the Owner which shall be paid by the Owner within ten (10)
days. The compemuon of employees, general operating expenses and overhead of the Project
Coordinator shall not be reimbursable expenses. The Owner may elect to retain Project
Coordinator as asset manager for the Project on terms and conditions contained in a separate
written agreement made between the Owner and the Project Coordinator.
SECTION 3.2 OTHER COMPENSATION: In the event that the Owner requests and/or
accepts services from the Project Coordinator relative to the design, feasibility, financing, or
other aspects of the Project, and the closing for the financing of the construction of the Project
does not occur as anticipated, then in that event the Owner agrees to pay reasonable out-of-
pocket expenses incurred by the Project Coordinator in connection with the Project.
1
ARTICLE IV
SECTION 4.1 EVENTS OF DEFAULT: The following shall constitute events of default of
the Owner or the Project Coordinator hereunder: (a) a material breach of its obligations under
this Agreement; (b) general assignment for the benefit of its creditors; (c) the appointment of a
receiver on account of its insolvency or bankruptcy; or (d) if the development of the Project, in
whole or substantial part, is stopped for a period of thirty (30) days under an order of any court of
competent jurisdiction or other public authority having jurisdiction, or is stopped for a period of
thirty (30) days for any other reason.
SECTION 4.2 REMEDIES ON DEFAULT: Whenever any event. of default referred to in
Section 4.1 of the other party occurs and is continuing, the Owner or the Project Coordinator, as
applicable, may take any one or more of the following actions after the giving of thirty (30) days'
written notice to the defaulting party, but only if the event of default has not been cured within
said thirty (30) days:
a) suspend its performance under this Agreement.
b) terminate its obligations under this Agreement.
c) take any action, including legal or administrative action, in law or equity, which may
appear necessary or desirable to enforce performance and observance of any obligation,
agreement, or covenant under this Agreement.
If this Agreement is terminated pursuant to Section 4.2(b) hereof, the Owner shall, within
thirty (30) days of Owner's receipt of Project Coordinator's statement therefor:
i) rcunburse the Project Coordinator for all reasonable out-of-pocket expenses
incurred by the Project Coordinator with respect to the Project, provided that if the
Agreement is terminated as a result of a material breach of the Agreement by the
Project Coordinator, the Owner shall be required to reimburse the Project
Coordinator only for reasonable out-of-pocket expenses which have benefited the
Owner or the Project; and
ii) pay that portion of the Project Coordinator's Project Fee which has been
earned prior to termination of the Agreement. For this purpose 80°A of the Project
Fee shall be deemed to have been earned at the time of closing on the financing.
for the Project, and the remaining 20% shall be deemed to be earned in equal
amounts during each month of the construction period.
SECTION 43 NO REMEDY EXCLUSIVE: No remedy herein conferred upon or reserved to
the Owner or the Project Coordinator is intended to be exclusive of any other available remedy or
remedies, but each and every such remedy shall be cumulative and shall be in addition to every
J other remedy given under this Agreement or no:v or hereafter existing at law or in equity or by
statute. No delay or omission to exercise any right or power accruing upon any default shall
impair any such right or power or shall be construed to bea waiver thereof, but any such right
and power may be exercised Som time to time and as often as may be deemed expedient.
ARTICLE V
SECTION S.1 cm ACM' 1NDEM . PROVISIONS: The Owner shall cause the
Contractor to agree to indemnify the Owner and the Project Coordinator and hold them harmless
against all liabilities, claims, and demands for personal injury and property damage arising out of
or caused by any act or omission of the Contractor, its subcontractors, agents, or employees from
the date of this Agreement until final completion of the Project. The Owner shall cause
Contractor to procure insurance pursuant to its indemnification obligation through an insurance
company and with liability limits satisfactory to the Project Coordinator and the Owner.
SECTION 5.2 WAIVER OF SUBROGATION: The Owner and Project Coordinator waive
all claims and rights of action against each other for Project damages caused by perils covered by
insurance provided pursuant to the Project construction contract or coverer: by other applicable
insurance, except such rights as they may have to the proceeds of such insurance held by or
payable to the Owner or Project Coordinator.
ARTICLE VI
SECTION 6.1 MODIFICATION OR WAIVER: No waiver or modification of this
Agreement shall be valid unless it is in writing and signed by the Owner and Project Coordinator.
The waiver by a party of a breach or violation of any provision of this Agreement shall not be
deemed to be a waiver of any subsequent breach hereof.
SECTION 6.2 GOVERNING LAW: This Agreement has been entered into in the State of
Minnesota and shall be interpreted, construed, and governed by and according to the laws of the
State of Minnesota.
SECTION 6.3 NOTICES: All notices required or permitted to be given under this Agreement
shall be in writing, and delivered personally or by certified mail, return receipt requested, at the
last known business address of the Owner and Project Coordinator.
SECTION 6A COSTS OF COLLECTION: In the event that proceedings are necessitated to
enforce the terms of this Agreement between the parties, the prevailing party shall be entitled to
reimbursement of its reasonable attorney's fees, costs and disbursements incurred as a result of
the breach of this Agreement.
SECTION &S ENTIRE CONTRACT: The undersigned agree that this Agreement constitutes
the entire Agreement of the parties and supersedes all prior representations, negotiations, or
agreements between the parties, and that there are no other terms or conditions except as stated
herein.
F It:
As described in Section 3.1 of the Project Coordination Agreement attached in Tab 1: 0
The Owner agrees to pay the Project Coordinator as compensation for its services
hereunder a fee ("Project Fe:e) in the amount of 3.5% of the total Project development
C006 as set forth in the Budget approved by the Owner, at the time of the closing of
financing for construction of the Project: i"he Owner agrees to begin paying the Project
Fee to the Project Coordinator by paying $2,500.00 on the first day of each month
beginning 20_, which monthly payments are in partial
satisfaction of the Project Fee. The remainder of the Project Fee will be paid in equal
installments during the scheduled construction period with the first payment due on the
closing of the construction. financing and the remaining payments to be made on a.
monthly basis beginning one month thereafter. The Owner- will reimburse the Project
Coordinator on a monthly basis at the request of the Project Coordinator for all
reasonable out-of-pocket expenses incurred by the Project Coordinator in connection with
the Project The Project Coordinator shall submit a written list of such expenses to the
Owner which shall be paid by the Owner within ten (10). days. The compensation of
employees, general operating expenses and overhead of the Project. Coordinator shall not
be reimbursable expenses. The Owner may elect to retain. rroject Coordinator as asset
manager for the Project on terms and conditions contained in a separate written
agreement made between the Owner and the Project Coordinator.
List below are the Senior. Housing Developments that Dunbar Development Corporation has
acted as the Owner Representative for various non-profit. organziations.
DEVELOPMENT NAME RESIDENTIAL UNITS COMPLETION OWNER
THE OAKS OF LAKE GEORGE. 52 Units Under Construction Atoka County HRA
Oak Grove, MN
CHAUNCEY BARETT 31 Units Under Construction Anoka County HRA
GARDENS -PHASE It
Centerville, MN
NORTHRIDGE COURT 58 Units Under Construction Scott County HRA
Shakopee. MN
ORONO WOODS 62 Units October, 2002 Volunteers or America
Orono Woods. MN
PHILLIP SQUARE 55 Units September, 2002 Scott Cmmty.HRA
New Prague, MN
SAVANNAH OAKS 50 Units October, 1999 Anoka County HRA
Ramsey, MN
CHAUNCEY BARETT 16 Units May, 1998 Anoka County HRA
GARDENS
Centerville, MN
f ARDEN TERRACE 11 31' Units June,1997 New Ulm EDA
ew Ulm, MN
LINCOLN PLACE APARTMENTS 30 Units May, 1997 Eveleth EDA
Eveleth, MN
WASHINGTON MANOR 63 Units May, 1997 Virginia HRA
Rehab)
V•ugtnta,•MN
THE WILLOWS 49 Units March. 1997 Atoka County HRA
Ham Lake, MN
CENTENNIAL HILL 62 Units July, 1996 Carver County HRA
Chmthassen, MN
SUMMERFIELD PLACE -11 Northwest Minnesota
Taief River Falls, MN 4'+ Units April, 19% Multi -County HRA
Baudeae. MN 30 Units February. 1996
WILD RIVER APARTMENTS 36 Units September, 1995 Sandstone HRA
Sandstone, MN
SUMMERFIELD PLACE -1 Northwest Minnesota
Croaksum MN 30 Units February. 1995 Multi -County HRA
Ada, MN 31 Units Janus*.-. 1995
Park Rapids, MN 60 Units January 1995
Warren, MN 20 Units December. 1994
Clearbrook..MN 10 Units December. 1994
Fertile. MN 14 Units November, 1994.
Fossion, MN 12 Units November. 1994
LAKESHORE PLACE 60 Units July. 1994 Grand Rapids HRA
Grand Rapids, MN
GARDEN TERRACE 51 Units May. 1994 New Ulm EDA
New Ulm, MN
AMBERF7ELD PLACE Soudmewd Minnesota
n
Arlington 30 Unita June, 1994 Multi-County HRA 4
Maddia 20 Units June.1994
Taimont (Rehab) 10 Unita May, 1994
Sherbmo 14 Units May, 1994
Gaylord 26 Unita Match, 1994
Madelia 16 Units February, 1994
LAURENTIAN MANOR 80 Unita .Match, 1993 Virginia HRA
Virginia. MN
NORTH VIEW MANOR 60 Units October, 1992. Banidii HRA
Btaaidlik MN
COBBLE HILL APARTMENTS 45 Units Jutte,.1992 Washington County NRA
Woodbury, MN'
ANN BODLOVICK 50 Units September, 1991 Washington County NRA
APARTMENTS Stillwater. MN
WOODLAND PARK 180 Unita Dw mber. 1989 Wasbington County HRA
APARTMENTS
Cottage Grove. MN
VERNON TERRACE 146 Units December, 1987 Grandview. Partners
Edina, MN
k
Dunbar Development Corporation does. not carry errors and omission insurance.
However professional liability coverage in the amount of 51,000,000 per occuffence is
carried. if required for the development, Errors and Omission insurance can be obtained
as a.pass through cost to the development.
0 - I
OW
Dunbar Mnl%=M Corporation has M been involved in any litigation %id& the him
fiveyews.
0
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Weare currently completing two senior housing developments on behalf of the Anoka
County Housing and Redevelopment Authority. The development. in Centerville, is
scheduled to open on December 1, 2004 and the development in Oak Grove is scheduled
to open in April 2005.
We also have a 39 unit for sale condominium development that is currently under
c6nstnrction in Minnentonka. Construction will be completed in September 2005.
The other developments we are working on are in the early development phases. Should
we be selected by the Plymouth Housing and Redevelopment Authority, the Plymouth
development would be our top priority for our organization.
J
As described in Section 3.1 of theect CoordinationProf Agreement attached in Tab l:
The Owner agrees to pay the Project Coordinator as e+mpensation for its services
hereunder a fee ("Project Fee) in the amount of 3.5% of the total Project development
costs, as set forth in the Budget approved by the Owner, at the time of the closing of
financing for construction of the Project. The Owner agrees to begin paying the Project
Fee to the Project. Coordinator by paying $2,500.00 on the first day of each month
beginning _, 20_, which monthly payments are in partial
satisfaction of the Project Fee. The remainder of the Project Fee will be paid in equal
installments during the scheduled construction period with the first payment due on the
closing of the construction financing and the remaining payments to be made on a
monthly basis beginning one month thereafter. The Owner will reimburse the Pre'-:ct
Coordinator on a monthly basis at the request of the Project Coordinator for all
reasonable out-of-pocket expenses incurred by the Project Coordinator in connection with
the Project. The Project Coordinator shall submit a written list of suchexpenses to the
Owner which shall be paid by the Owner within ten (10) days. The compensation of
employees, general operating expenses had overhead of the Project Coordinator shall not
be reimbursable expenses. The Owner may elect to retain Project Coordinator as asset
manager for the Project on terms and conditions contained in a separate written
agreement made between the Owner and the Project Coordinator.
a
ist below are the Senior Housing De%elopments that Dunbar De%'elopment Corporation has
acted as the Owner Representati\ e for various non-profit organziations.
Ilius Na _
Is MUM
DEVELOPMENT SAME RESIDENTI4L I SITS OMPLETION ONNER
THE OAKS OF LAKE GEORGE 52 Unto Cnder Construction Arwka County NRA
Oak Grove, MN
CH.AUSCE\ BARETT 31 knits C nder Construction Anoka Count\ HRA
GARDENS - PHASE 11
Centmille. PIN
NORTHRIDGE COURT 58 Units Under Construction Scott Count HRA
Shakopee, MP
ORONO M OODS 62 Units October, 2002 Volunteers of Amenca
Orono Woods. MN
PHILLIP SQUARE 55 Units September. 2002 Scott Counts HRA
Neu Prague, MN
SA\'ANNAH OAKS 50 Units October, 1999 Anoka Count. HRA
Ramse), MN
CHAUSCEIBARE" 16 Units Mav, 1998 Anoka Counts HRA
GARDENS
Ccntm ille. '•IN
ARDEN TERRACE 11 37 Units lune, 1997 Neu t'Im EDA
tie% Ulm. MS
LINCOLN PLACE APARTMENTS 30 Units Mac_, 1997 Evcicth EDA
Eveleth. MN
NASHINGTON MANOR 63 Units Ma_v. 1997 Virginia HRA
Rehab)
Virginia. MN
THE NILLO%S 49 Units Match, 1997 Anoka Counts HRA
Nam Lake, MT
CENTENNIAL HILL 62 Units 1•11v, 1996 Can et Count\ HRA
Chanhassen. MN
SUMMERFIELD PLACE - 11 Northuest Minnesota
Thief River Falls. MN 47 Units April, 149., Multi-( ount% HRA
Baudene. MN 30 Units Februan, 1996
r ILD RIVER APARTMENTS 36 Units September. 1995 Sandstone HRA
Sandstone. MN
SUMMERFIELD PLACE - I Borth%esi Minnesota
Crookston, MN 30 Units Februan. 1995 Multi-C'ot:nq HRA
Ada. MN 31 Units January. 1945
Park Rapids, MN 60 Units Januar. 1995
Warren. MS 20 Units December, 1994
Clearbrook, MN 10 Units December, 1994
Fendt. MN 14 Units Sovcmber. 1944
Foston. \IN 12 Units hovcmhcr. 1094
LAKESHORE PLACE 60 Un. s Juh. 1994 t •rand Rapid, IIF'
Grand Rapids, MN
GARDENTERRACE 51 Units Mac 1944 Neu Ulm FDA
Neu Ulm, MN
Ilius Na _
Is MUM
AMBERFIELD PLACE Southccntral Minnesota
Arlington 30 Unita June. 1994 Multi -(County HRA
Madeha 20 Unna une, 1994
Tnrixmt (Rehab) 10 Unita Ma., 1994
Sherburn 14 Units Mav, 1994
Gaylord 26 Units March, 1994
Madcha 16 Units Februar.. 1994
LACRENTIAN MANOR 80 Units March. 1993 lrgnna HRA
lrgiina. MN
NORTH MIEN MANOR 60 Unit, lktobcr. 199: Bcnedu HRA
Bemidji. MN
COBBLE HILL .APARTMENTS 45 Units June, 1992 N a.hmgton ( ount. HR A
Woodbun, MN
ANN BODLOVICK SO Units September. 1991 N ashington Count. HRA
APARTMENTS Snllwaict, \1
A OODLAND PARK IhOUnits Daemt'Ll.19x13 NashmgtonCount) HRA
APARTMENTS
Cottage Grove, h1N
VERNON TERRACF 146 Units December, lQS- Urand,ie. Partner,
Edina. MN
I 'D
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Listed below are the various projects that Dunbar Development Corporation has acted as
the Owner Representative for various non-profit organizations. The contact names and
phone numbers are included for your use.
The Oaks of Lake Georre
Currently under construction and owned by the Anoka County HRA,
co Tim Yantos, 763-323-56Q2, this 52 unit market rate senior
apartment building is located in Oak Grove. Minnesota.
Chauncey Barett Gardens - Phase It
Located in Center\ille. Minnesota this 31 unit market rate
senior apartment building is currently under construction.
This development is owned by the Anoka County HRA• c o Tim
Yantos• 763-323-5692.
Mont»e I Ulare
This 51 market rate senior apartments and ?,000 square feet of
service retail in located in Minneapolis, Minnesota. The
development was completed in 2004 and is owned by the
Volunteers of Minnesota, c o Michael weber, 763-225-40114.
Vorthridre Court
Owned by the Scott County HRA, c o Bill Jaffa. 952-402-9022.
This 58 unit market rate senior apartment building opened in 2004
and is located in Shakopee. Minnesota.
Keeler .4nartments
Located in Minneapolis, this de\elopment consists of 44 market rate
apartments and I0,0(K) square feet of space used by the Episcopal r
Church. The development is owned by the JA Wedum Foundation,
c o Dale Vesledahl. 952-934-9163 and was completed in 2003.
Winona State Universitt
Located on the campus on the Winona State Lniyersitc this
development consist of 100 units for college students. It was
completed in 2003 and is owned by the Winona State Unnersity
Foundation, c o Kent Gemander. 507-454-2925.
Town Centre
This development consist of 69 market rate senior apartments
and 32,300 square feet that is used for the Cit} Hail and Public
Library in Waconia, Minnesota. This project was completed in
2003 and is owned by the Caner Counts HRA. co Julie Frick,
952-448-77 5.
55'" and Bloomington
This 8 unit townhome development is locr.ted in Minneapolis,
Minnesota and is owned by the Minneapolis urban League
Development, c Clarence Hightower, 612-302-3100. The
dei elopment was completed in 2003.
Orono Woods
Owned by the Volunteers of America. Minnesota. c o Michael
Weber. 763-225-40(A. this 6: unit market rate senior apartment c..
detelopment was completed in 2002 and is in Orono. Minnesota.
Phillip Square
Located in New Prague. Minnesota, this 55 unit senior apartment
building is own,d by the Scott County HRA, c o Bill Jaffa.
952-402-9022. The building was completed to 2002.
Bric•kt•ard Apartments
This 32 market rate apartment building with 8,415 service retail in
located in Chaska. Minnesota. The de\elopment was complete in
2001 and is owned by the Caner C )untc HRA, c o Julie Frick.
952-448-7715.
Wean: currently completing two senior housing developments on behalf of the Anoka
County Housing and Redevelopment Authority. The development in Centerville is
scheduled to open on December 1, 2004 and the development in Oak Grove is scheduled
to open in April 2005.
We also have a 39 unit for sale condominium development that is currently under
construction in Mumentonka. Construction will be completed in Septe.aber 2005.
The other developments we are working on are in the early development phases. Should
we be selected by the Plymouth Housing and Redevelopment Authority, the Plymouth
development would be our top priority for our organization.
Dunbar Development Corporation does not carry errors and omission insurance.
However professional liability coverage in the amount of S 1:,000,000 per occurrence is
carried. If required for the development, Errors and Omission insurance can be: obtained
as a pass through cost to the development.
3
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Dunbar Development Corporation has not been involved in any litigation within the last
five Yom.
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Independent Seniors ='
Hous ngr±
November 199`20041.
John R.' Gockei & `
Associates; Inc::.
I
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John R. Gockel & Associates, Inc.
Plymouth Housing aad redevelopment Authority Independent Senior
Housing Apartment Project
John R. Gockel & Associates, Inc.
The firm of John R. Gockel & Associates, Inc. is an organization of
professional engineers and architects formed to represent Owners prior to,
during and after the construction process. In the past 14 years we have
represented public and private owners in the constriction and renovation
of over $350 million dollars of facilities. The services offered are tailored
to meet the needs of each individual project as aye do not believe that one
solution is right for all clients. Our representatives typicaLy have over 30
years of professional experience each.
While our experience comes from the construction and design aspects of
the industry, we are dedicated to using this experience to benefit the owner
more directly as Owner's Representatives. Therefore, we do not design and
we do not construct. In fact, we see this as a potential cunflict if we were
asked to do so.
Our primary goal is to deliver a project on time and within budget at a
quality level consistent with the obligations of the contract and industry
standards. We strive io foster effective communication among all'the
parties, consultants, designers, contractors, and users throughout the life of
the project. It is our experience that 90% of problems on projects are
related to, so-called, people problems and only 10% related to technical
issues.
We attempt to foresee problems and to be in a proactive position rather
than the normal reactive position to develop solutions if possible.
The services comemplated in this proposal are to be supplied by John R.
Gockel. He is a licensed engineer in the State of Mimiesota and other
states. He has advanced training as a value engineer, arbitrator and
partnering facilitator.
John R. Gockel & Associates, lot.
Pblmouth Housing and redevelopment Authority Independent Senior
Housing Apartment Project
Specific information Requested
1) Provide a detailed descinodm of the service than you w0 provides
As i.nportant as the scope of service to be provided is, it is also
vital that the Owner's Representative does not take on duties that
have been contracted for from designers, contractors +nd other
vendors. To due so could have the effect of requiring that a service
be paid for twice or a diminishment of the obligations of the other
parties to the HRA.
As an Owner's Representative we offer the following services.
1) Assist with the selection of the design team, including
architects, engineers and other special design consultants. The
assistance may involve evaluation of submitted proposals,
preparation of interview questions, preparation of an
evaluation matrix, participation in an interview process, and
the recommending of a selection if requested to do so.
2) Schedule, attend and chair periodic meetings with the users
and architect during the design process. Participate in public
informational meetings.
3) Establish and maintain lines of communication with other
developers on the site.
4) Establish and maintain a master schedule for all phases otthe
project. Develop construction phasing plans if necessary.
Communicate the requirements to all participants.
5) Assist, with the designer and HRA, in obtaining any necessary
governmental permit approvals.
6) Review the design for basic economy, sustainability,
constructability and compliance with the established program.
Interact with the users and the designers to meet the project
goals.
7) If requested, provide an estimate of the probable cost of the
design.
8) Maintain a reporting budget for the project, showing such
items as original budgets, bid amounts, change orders, billed
amounts and the like.
9) Assist with the development of the contract documents with
particular attention to the general conditions of the contract,
including dispute resolution and insurance requirements.
10) Oversee the bidding process on behalf of the HRA. Stimulate
interest in the bidding community. Chair a pre-bid conference.
John R. Gockel & Associates, Inc.
Plymouth Housing and redevelopment Authority Independent Senior
Housing Apartment Project
n
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Conduct the bid opening. With the staff and the architect
4
provide a recommendation of acceptance of the lowest
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responsible responsive bid.
11) Attend and represent the HRA at the preconstruction
conference and all subsequent periodic project coordination
4's.~w-_'_,, ;F•' r'• meetings. s•.tr
t•;'
oma, 1_) Generally observe the work for general compliance with the
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agreed to schedule and contract documents. This observation
is not to be construed as relieving the architect of any of his
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duties under the contract nor is it to relieve the contractor of
his responsibility for performance of the constntctioncontract.
i ;,w•4.-' 13) Review periodic payment applications with the architect and
r•:rF,—?z 'r .. sem approval of the same on behalf of the HRA.
s.;.• r 14) Review change order requests and provide an opinion based on
appropriateness of cost and entitlement.
f'' 15 With the architect, develop a punchlist of uncompleted work.
16) Coordinate commissioning and balancing activities. Vii$, x .'
In addition• if requested, a monthly executive report summarizing
J,
the project activities and budgets can be prepared for use at public
meetings. This information can be presented in person if so
V=$;:t: $ requested.
w
r Since this proposal is primarily based upon an hourly rate.
additional duties may be added or removed during the life of the
Ifs * • i ss
project as the need arises.
c^Yi 2) Describe the cosrforthe serricesmentiunedabore. lrrdicateijtlrefces
t: Y •. y:}s;;: are based on a percentage of the job, hourly fee, a flat rate or some
other basis.
ri 3"'sf , ;t' We propose the services of Mr. Gockel to provide Owner's
Representation4 Services on an hourly basis for $170.00 per hour.
t4.. 3-• This is an all-inclusive rate for all hours ;vorked, at the job site or
in the office. There will be no additional charge for such normal
reimbursable office expenses as postage, fax or computer usage,
F . •" s --`., s=ii{•• milage, copies and the like.
This rate is effective for the life of the project or until 12131/07,
i '' r• `5= ".j-• which ever is sooner. This rate is also effective for any litigation
matters if such should be required during thi. time '•ame.
i"a „ ,x t..- `'• tit' '
t' : ;::;; • ' Should the project be stopped or canceled in mid -stream, no
auuitional compensation %%ould be due beyond compensation for the
4.", time already involved.
John It. Gockel & Associates, Inc.
Plymouth Housing and redevelopment Authority independent Senior
Housing Apartment Project
i
This rate does not include travel exanypence outside the seven -
county metro area. 'This rite also does not include the cost of errors
and omissions insurance if required. (See queseim 6)
It has been our experience that such fees should be less than 1 %
percent of the cost of construction. Once a detailed scope of
services and a detailed project schedule are agreed to, a not -to -
exceed amount can be established if required.
3) List experience with comparable projects of this scope and o+pa
It is assumed that the construction delivery system will be a public
Design/Bid/Build project of three story stick construction with one
level of ucderground parking. The construction cost is assumed to
be of the six to seven million dollar magnitude. The project must
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also be coordinated with the other private development on the site.
We have had public bidding; experience on projects with values
ranging from under $1 million to projects over $50 million in
I constructed value. Many of these projects are schools.
Our residential experience includes:
i The following units were built for Scott Builders in the late `80s.
Scott Builders was a private developer for whom I was the Vice
President of Construction. I was actively involved with the design
j and construction of all three units.
GreenHaven 1: 180 -unit stick -built apartments in Burnsville
Greenhaven 11: 60 -unit stick -built apartments in Burnsville
Ri%a Ridge Apartments: 75 -unit stick -built apartments in
Shakopee
1 was Vice President of Operations and took over for a departed
project manager for the construction ofa 140 -unit stick -built project
on Highway 7 in St. Louis Park. My employer at the time was the
general contractor.
In my role as expert witness and investigator 1 have investigated
construction failures and deficiencies on numerous similar projects.
x;
John IL Cocke) & AssodatM loc.
Plymouth Housing and redevelopmeot Authority Independent Senior
Housing Apartment Project
I) Lbt refermcesfrom projects wkhin tee [asrt6reeyears for nd"ym
acted as Owner's Rgwesentadw. Include contact manes and p1tone
nnneberL
A) Client: Independent School District #112, Chaska
Projects: Pioneer Ridge Freshman Center,
New building, 521,'00,000
Clover Ridge Elementary School
New Building, $12,500,000
Middle School East
Indoor Air Quality upgrades,
S2,800,000
Middle School Campus
Field reconstruction, fire protection,
700,000
Contacts: Bev Stofferahn, Superintendent
952-556-6110
Steve Pumper, Business Manager
952-556-6400
It) Client: Stillwater Area Schools
Projects: Stillwater Junior High School
Deferred maintenance and indooi air
quality upgrades.
Oak Land Junior High Scht. al
Deferred maintenance and indoorair
quality upgrades.
Afton/Lakeland Elementary
Deferred maintenance and indoor air
quality upgrades.
Anderson Elementary
Deferred maintenance and indoor air
quality upgrades.
Lake Elmo Elementary
Deferred maintwrance and indoor air
quality upgrades.
Lily Lake Elementary
Deferred maintenance and indoor air
quality upgrades.
Oak Park Elementary
Deferred maintenance and indoor air
quality upgrades.
John R. Gockel & Associates, Inc.
Plymouth Housing and redevelopment Authority Independent Senior
Housing Apartment Project
Stone Bridge Elementary
Deferred maintenance and indoorair
quality upgrades.
Withrow Elementary
Deferred maintenance and indoor air
quality upgrades.
Total all projects $15,000,000
Contacts: Dr. Kathleen Macy, Superintendent
651-351-8301
Mike Brabender, Facilities 651-351-8379
C) Client: Providence Academy
Projects: Providence Academy
New building and addition.
21,000,000
Contacts: Robert Cummins, President
763-475-6676 (Primera Technology)
Pati O'Donnell, Business Manager
763.475-6676 (Primera Technology)
D) Client: Joint Apprenticeship and Training Center ( JATC)
for the National Electrical Contractors Association
NECA) and the International Brotherhood of
Electrical Workers (IBEW)
Project: New training center, St. Michael, $3,000.000
Contact: Tony Magrack, Director 763-497-0072.
E) Client: Libertyville, IL Independent High Schools
Project: Vernon Hills High School
New Building, $37,000,000
Libertyville High School
Deferred maintenance and indoor air quality
upgrades, $13,000,000
Contact: Dr. David Clough, Superintendent 847-367-3159
Yasmine Dada, Business Manager 847-367-3159
F) Client: Boston Scientific, Inc., Maple Grove, Mn
Project: New 120,000 s.f. Research and Development
facility. Cost is confidential. Delivery system is
Design/Build.
Contact: Wyck Linder, Director of Facilities, 763494-1700
John R. Gochel & Associates, Inc.
Plymouth Housing and redevelopment Authority Independent Sensor
Housing Apartment Project
0)
G) Client: Robbinsdale Area Schools
Project: New Middle School for WMEP,
Renovation of existing middle school
r Contact: Tam Walerius, Business Manager 763-504-8011
I Describe your current workload and availability for this project.
J;r I currently have the following major projects:
Boston Scientific
Owner's Representative for Phase III, cost private
Stillwater Area Schools
r' ,' "• Renovation o. one elementary school for 2005.
Minnetonka Schools:
Renovation of two elementary and one middle
FN school during the summer of 2005
With this existing work backlog, the Plymouth project would be a
welcome addition.
f ' 7) Do you carry insurance to protect dients from errors or omissions?
In what amount?
1
My firm typically does not carry Errors and Omission insurance. I
have carried the same in the past at the request of a specific client
i' and am prepared to do so again if so requested.
r
Thu - : st for this coverage is not included in this proposal. If it. is
required, it would be invoiced at cost to the HRA. For
5,000,00035,000,000 in coverage, 1 estimate the cost of such
rE?r . insurance at approximately $7,500 peraPPYP year. mower coverage limits
have corresponding lower premiums.
Because of the high cost of this coverage and limited protection that
it typically offers, it maybe beneficial for the HRA to explore either
cy self insurance or incicsion of the services a city -owned policy.
1.. ._-:a r'!L.`•%,.3TC .„i4c{ev"7
i.,
John R. Gochel & Associate% loc.
Plymouth Housing and redevelopment Authority Independent Senior
Housing Apartment Project
8) Lhr any Ston that ether you or yorrJirm has been invoind In
the predous Jrvv years List details and resofudons yany,
Neither I nor my firm has been a party to any litigation in the past
five years.
However, as part of my business, i provide services as an expert
witness. As an expert witness, I am called upon to examine property
for construction defects, evaluate contractual issues including
scheduling and cost matters. I evaluate the justification for any
requested changes, and opine upon my findings. I provide both
written and oral testimony as required. A listing of such activates
can be supplied if requested. 1 have no active cases involving the
city of Plymouth or any of its agencies.
I am also on the panel of neutrals of the American Arbitration
Association. I serve on the construction panel, the large complex
case panel and am one of only 25 trained partnering national
facilitator for the organization.
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JOHN R. GOCKEL & ASSOCIATES, INC.
Construction Consultants
Owner's Representation
Why Owner's Representation?
As the Owner of a project, it Is yr -..7 prcklect. The Investment that you are
about to make Is significent and of c- orderable Importance to you. Youvtiil
live with the project long after the designers and the contractors have left
the scene. Designers design. Contractors build. Managers manage.
Venders sell.
Who has the technical knowledge and professional experience expertise to
ONLY look out for your interests?
John R. Gockel & Associates, Inc. Is a corporation of construction
professionals formed to provide Owners with a professional representation
and assistance duringthe planning, design, construction and start up phases
of a project. We do not design, build or sell and manage only fl requested
to do so.
Our training, knowledge and experience includes large and small proJaKs,
public and private projects, commercial, educational, medical,
entertainment and residential projects whose current combined value
exceeds one and quarter billion dollars.
it Is our goal to assist you in achieving the greatest value for the dollar
Invested, to keep you advised of the progress of the project, to avoid
problems and If problems do arise, to resolve them .n an efficient and cost
effective manner.
SERVICES
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OWNER'S REPRESENTATION
CONSTRUCTION CONSULTANT SERVICES
Each project is unique. From conception through
completion and occupancy the construction Industry offers
a vast variety of services and systems to satisfy the
owner's needs.
New or remodel, general contracting, design/build, wood,
concrete or steel, fast track, construction management,
fast track, or what. These are only some of the questions
which arise when addressing facility needs.
We are able to assist in answering these questions and to
contribute to your project in many ways:
CONSTRUCTION CONSULTANT SERVICES
Conduct educational sessions to that Informed
decisions can be made
Recommend a delivery system (General
Contractor, Construction Management or
Design/Build etc.)
Administer Designer, consultant and
contractor selection
Negociate contracts
Work with the community to obtain
appropriate permits
Prepare and monitor a Master Schedule
Prepare and monitor a Master Budget
Conduct a general design review
Conduct a materials and system analysis
Administer public and private bidding
Provide contract administration
Conduct change order analysis and
recommendations
Conduct design and construction meetings
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ohn R. Gockel & Associates, Inc.
Provide periodic payment application review,
and certification
Prepare Executive Reports
Conduct periodic observation
Assist with Final Inspections and
commissioning
onduct forensic examinations
Provide Expert Testimony
Dispute Resolution
Some projects require all of the above services, others may
only require one or two of the listed services. If some In-
house talent is in place, our services can be used to
compliment or enhance their level of involvement.
CONSTRUCTION MANAGEMENT
Much of our past experience is with projects where the
chosen delivery mode was construction management, both
agency" and "at risk" model•. We are willing to discuss
the advantages and limitations of both models and to
provide the recommendations for the appropriate
implementation if this method is selected.
DESIGN/BUILD
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Our experience has shown that this delivery model is ideal
in some cases. This model has some unique advantages
and liabilities that need to be understc id by the owner.
We have experience with projects that were extremely
successful and some did not have that result. After a
detailed discussion of the pros and cons of this model we
will assist in assembling the Design/Build team, and
participate in the desigr and construction process.
John R. Gockel A Associates, inc.
LITIGATION SUPPORT SERVICES
From: time to time owners designers and contractors do
not agree on the outcome of a project. This may be a
result of cost, schedule, material or system performance
or the result of outside influence such as weather.
Resolution of these matters often require the assistance of
outside experts.
We are able to provide any of the following services on a
basis as agreed to.
As built and as planned schedule and cost
analysis
Change Order analysis
Contractual re;ationship analysis
Condition documentation
Instigation of damages
F711
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John R. Gockel & Associates, Inc.
John R. Gockel & Associates was formed in 1990 and has
provided a diverse group of owners with professional project
representation and construction consultation since that time.
In representing Owners we bri ig experience gained working as
employees for general contractors, construction managers, developers
subcontractors and designers. We are trained and skilled not only in
the area of project management, project delivery and construction
systems but also, by virtue or our experience and education, in design.
The majority or the associates of the firm are registered professionals
in their respective fields of expertise. Mr. Gockel has over thirty years
of experience in the construction industry and is a registered engineer
in several states. In addition he has been on the American Arbitration
Association's board of neutrals for over twenty years serving on cases
heard by the commercial construction and large and complex case
panels. He is also a member of the International Council of Building
officials and the American Academy of Forensic Examiners.
Mr. Gockel's construction project experience includes professional ball
stadiums (2), racetracks (1), hospitals (4), apartment building both
wood frame and concrete high rise (5), schools both public and private
10), office buildings, medical manufacturing (3) and assorted smaller
projects. He has also overseen the planning and implementation of
numerous indoor air quality remodeling projects for educational clients
25). The combined current value of these projects is approximately
1.5 billion.
Notable projects include the Pontiac Silverdome, the HHH Metrodome
and the initial construction of Canterbury Downs. Educational projects
include three new high schools, two new middle school three new high
schools and one trade school.
Mr. Gockel's has provided litigation support services and/or testimony
in over one hundred cases. He has served as arbitrator on cases
involving millions of dollars of claims.
Detailed project and testimony listings can be provided as
required.
John R. Gockel & Associates. Inc.
Specific Education Experience
Remodel for Program New Facilities
and/or
Air Quality
Chaska Mn.
Early Childhood Center
Chanhassen Elementary
Bluff Creek Elementary
Chaska Elementary
East Union Elementary
Jonathan Elementary
Middle School West
Middle School East
Campus & Ball Fields
District Office Complex
Libertyville, 11
Libertyv;lle High School
Minnetonka, MN
Clearsprings Elementary
Deephaven Elementary
Minnev% .shta Elementary
Middle School West
Middle School East
Robinsdale, MN
Sandberg Junior High
Stillwater, MN
Afton/Lakeland Elementary
Anderson Elementary
Lake Elmo Elementary
Lily Lake: Elementary
Oak Park Eiemgntary
Stonebridge Elementary
Withrow Elementary
Oak Land Junior High
Stillwater Junior High
Chaska, Mn
Early Childhood Center addition
Clover Ridge Elementary
Bluff Creek Elementary
High School
Pioneer Ridge Freshman Center
JATC, St. Michael, Mn
Electrical Training Center
Libertyville, IL
Vernon Hills High School
Providence Academy, Plymouth, MN
Providence Academy k-8
Providence Academy addition
Robinsdale, MN
FAIR Fine Arts Middle School
Wayzata, MN
High School
Resume of:
JOHN R. GOCKEL, PE
fi"`"'" EDUCATION:
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Numerous technical and management seminars, one and two dey
n t;. courses.
2/75 University of Wisconsin - 40 hr. Value Engineering
2/70 Iowa State University- B.S. Civil Engineering
REGISTRATION:
Professional Engineer (Civil) Michigan #22596
Professional Engineer (Civil) Minnesota #14333
Professional Engineer (Civil) Wisconsin #31026
EMPLOYMENT HISTORY:
John R. Gockel &Associates, Inc.. Bloomington, Mn. 1/90 to present.
President. Firm provides professional owner's representation,
construction consulting and construction management services to
public and private clients. Additional services include dispute
resolution and litigation support.
Encompass, Inc., Bloomington. Mn. 8/88 - 1/90. Associate.
Provided construction management and cost evaluation services.
Knutson Construction Co., Minneapolis, Mn. 1/87 - 8/88. Vice
President of Operations. Direct the overall construction operations
of the firm and provided business development assistance.
Scottland, Inc., Shakopee, Mn.. 7/85 - 12/86. Vice President of
Construction. Doveiopment and admink tration of the construction
of several land and building development projects utilizing diverse
delivery systems and services.
Canterbury Downs, Shakopee, Mn., (owner - Scottland, Inc.) 1.0/84 -
L
7/85. Director of the Physical Plant. responsible for establishment
of policies, procedures, training, staffing and management of 100+
fs personnel to maintain and operate a $70 million racetrack facility.
John R. Gockel, PE.
Minnesota Racetrack, Inc., Shakopee, Mn. (owner - Scottland, Inc.)
5/84 - 7/85. Construction Manager. Responsible for coordination
and supervision of design and construction of Canterbury Downs.
Duties included consultant selection, cost certification to lending
institutions, evaluation of design options, cost projections and
scheduling. Reported to the Owners of the facility.
Gilbane Building Co., Minneapolis, Mn., '83 - '84. Contract
Administrator. Total on-site responsibility for the construction of a
new $15 million 130 bed full service hospital.
Barton Malow Co., Detroit, Mi. and Minneapolis, Mn. '73 -'83.
82 =83. Project Administrator/Operations Manager.
Administration of company policy and managerial supervision
of all work In Minnesota including a $10.4 million hospital
and a $4 million nursing home. Development of branch
office Including staffing and promotion of company interests.
79-'83. Project Manager. Total on-site responsibility for the
construction management and construction of $62 million
HHH Metrodome in Minneapolis. A sports stadium with an air
supported fabric roof. Duties included management of public
bid: `ng process, dispute resolution, meeting and exceeding
mandated minority quotas, administration of multiple
coni acts and giving direction and momentum to the project.
Interacted with city officials and reported to the Metropolitan
Sports Facility Commission. Project was completed on time
and within budget.
77 - '79. Contract Manager/Project Manager. St. John
Hospital, Detroit, Mi. A $15 million hospital addition and
expansion including major power plant expansion and interior
renovations.
76-'77. Estimator/Project Manager. Prepared competitive
bids for public and private work. Project Manager with total
contracting responsibility on successful bids. Also acted a
Project Manager for two construction management projects.
73 - '76. Project Engineer. Pontiac Silverdome. A $55
million sports stadium with an air supported roof. Duties
Included coordination of 75+ prime contractors, processing
shop drawings, analysis of field engineering conditions, claim
John R. Gockel, PE.
preparation and analysis, coordination of public bidding,
coordination of contract documents, processing and approval
of all pay requests, and safety consideration of contractor's
work.
E.H. Glover, Inc. Washington, D.C. 1973. Project Maneger..
Responsible for several projects in northern Virginia. Open
shop contractor.
Utley -James, Inc., Detroit, G '. and Washington, D.C., 1970 -
1973. Project Engineer. Project Engineer on various projects
including a $22 million high-rise office building. $50 million
hospital and $15 million office building.
AWARDS:
MSPE Seven Wonders in Engineering: 1982 & 1985
CECM Honor Award; 1986 & 1992
Who's Who of Finance & Industry; since '87
Who's Who of Emerging Leaders in America: since '89
Who's Who of America and World, since 2000
MEMBERSHIPS:
International Council of Building Officials, member
National and Minnesota Society of Professional Engineers; Past
State Director
Professional Engineers in Construction; Past state chairman and
State Director
American Arbitration Society; Arbitrator since '82, Large and
complex case panel, since '00, Partnering Facilitator
American Academy of Forensic Engineers
Iowa State University Alumni Association: Life member
Tau Beta Phi; Eminent Engineer
Church of St. Edward, Bloomington, Mn.; Parish council and Stephen
Minister
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John R. Gockel & Associates, Inc.
CLIENT LIST
G & G Oil Equipment Co.
R7cGuwen Development Co.
Metropolitan Sports Facility Commission
Minneapolis Public Housing Authority
Scott County
Carver County
Watonwan County
FMG/Sumura, Inc.
Pace Entertainment, Inc.
SciMed Life Systems, Inc.
Caire, Inc.
Sundance Medical Clinic
I.M. Tangledfoot's, Inc.
Peterson & Hek;ner, P.A.
Brownson & Ballou
Moore Costello & Hart
Johnson & Condon, P.A.
Jardine, Logan & O'Brien
Stich, Angell, Kriedler & Muth
Wilson Grosenheider & Burns
Fagre & Benson P.A.
Tower insurance Co., Inc.
SAFECO Insurance
Berkley Administrators
Hammel Green & Abrahamson
Independent S.hool District 0112 (Chaska)
Independent School District #284 (Wayzata)
Libertyvi:le High School District
Minnetonka Schools
Providence Academy
Stillwater Area Schools
West Metro Educational Program
Blake Schools
Kavaney & Associates, Ltd.
Greene & Espel
Little Six, Inc.
Twin City Fedaral
Bank of America
Crown Bank
Key Bank
Fredrikson & Byron, P.A.
FSI International, Inc.
Regent Aviation, Inc.
Larkin, Hoffman, Daly & Lindgren
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