PROJECT MINUTES. 2.1 Record Call to Order, 5:30 pm, meeting opened.

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1 PROJECT MINUTES Project: New Holbrook PreK12 School Project No.: Prepared by: Joel Seeley Meeting Date: 1/14/2015 Re: CM Selection Committee Meeting Meeting No: 2 Location: Town Hall Time: 5:30 PM Distribution: Attendees, (MF) Attendees: PRESENT NAME AFFILIATION Daniel F. Moriarty PSBC Chair By phone Mike Reith PSBC ViceChair Mike Bolger HPS Director of Facilities Kent Kovacs Flansburgh Associates (FAI) Bryan LeBlanc MHT&L, Town Counsel Joel Seeley SMMA, OPM Item # Action Discussion 2.1 Record Call to Order, 5:30 pm, meeting opened. 2.2 Record A motion was made by D. Moriarty and seconded by M. Bolger to approve the 1/7/15 CM Selection Committee meeting minutes. No discussion, motion passed unanimous by those attending. 2.3 Record J. Seeley distributed and reviewed the CM NonPrice and Price Evaluation Form, attached. 2.4 J. Seeley Each Committee member discussed their preliminary review findings of the submitted Proposal packages. J. Seeley to request Gilbane Building Company to clarify the role and experience of Ms. Aleita Hall, who was listed as the Manager of Engineering in the Statement of Qualifications and is now listed as the Project Manager in the Proposal. 2.5 J. Seeley J. Seeley distributed and reviewed the draft list of questions to ask each CM Firm at the interview. J. Seeley to request each of the CM firms to respond to the following questions during their interview: 1. What do you see as the most important challenge for the project?

2 2 Holbrook Elementary Schools and JuniorSenior High School Feasibility Study 1/14/ Item # Action Discussion 2. How will you manage the impact of construction operations on the commuter traffic along South Franklin Street, as well as the onsite traffic and parking for the existing Junior/Senior High School? 3. What is your process of engaging all key stakeholders in understanding the full impact of value engineering options and decisions? 4. If the Town desires to occupy the new PreK12 School in the summer of 2017, what measures would you undertake to make this happen? The Committee to develop the final list of other questions to be asked of each CM firm, during the interview, and finalize at the next Committee meeting. 2.6 Record J. Seeley distributed and reviewed updated the CM Selection Timeline, attached. 2.7 J. Seeley J. Seeley distributed and reviewed the draft analysis of each CM firm s Price Proposal, attached. Each Committee member to review. J. Seeley to request Turner Construction Company to clarify the General Liability Insurance as listed in the Price Proposal Form GC, Section C.4. J. Seeley to provide an analysis of each CM firm s Construction Staffing Plan and forward to the Committee prior to next meeting. 2.8 Record Next Meeting: January 21, 2015 at 5:30 pm at the Town Hall. 2.9 Record A Motion was made by M. Bolger and seconded by D. Moriarty to adjourn the meeting. No discussion, voted unanimously. Attachments: Agenda, CM Selection Timeline, CM Evaluation Form, Draft CM Questions, draft analysis of CM s Price Proposal The information herein reflects the understanding reached. Please contact the author if you have any questions or are not in agreement with these Project Minutes. JGS/sat/P:\2013\13006\04MEETINGS\4.3 Mtg_Notes\CM Selection Committee\2015_14January_Cmselectioncommittee\Cmselectioncommitteemeeting_14January2015FINAL.Docx

3 PROJECT MEETING SIGNIN SHEET Project: New Holbrook PreK12 School, Holbrook, MA Project No.: Prepared by: Joel Seeley Meeting Date: 1/14/2015 Re: CM Selection Committee Meeting Meeting No: 2 Location: Town Hall Inspector s Conference Room Time: 5:30pm Distribution: Attendees, (MF) SIGNATURE ATTENDEES AFFILIATION Daniel F. Moriarty inspection@holbrookmassachusetts.us PSBC Chair Mike Reith Rmike66@comcast.net PSBC ViceChair Mike Bolger mbolger@holbrook.k12.ma.us HPS Facilities Director Kent Kovacs kkovacs@faiarchitects.com Flansburgh Associates Bryan LeBlanc bleblanc@mhtl.com Town Counsel, Murphy, Hesse, Toomey & Lehane, LLP Joel Seeley Jseeley@smma.com SMMA, OPM p:\2013\13006\04meetings\4.3 mtg_notes\cm selection committee\2015_14january_cmselectioncommittee\cmselectioncommitteemeetingsigninsheet_14january2015.docx

4 AGENDA Project: New Holbrook PreK12 School, Holbrook, MA Project No.: Re: CM Selection Committee Location: Town Hall Inspector s Conference Room Meeting Date: 1/14/2015 Prepared by: Joel G. Seeley Meeting Time: 5:30 PM Distribution: Attendees (MF) 1. Call to Order 2. Approval of Minutes 3. Preliminary Evaluation of Proposals 4. Review Questions for Interviews 5. Adjourn JGS/sat/P:\2013\13006\04MEETINGS\4.2 Agendas\CM Selection Committee\2015_14January_Cmselectioncommittee\Agenda_14January2015.Doc

5 PROJECT MANAGEMENT Holbrook PK12 School October 30, 2014 Updated: January 14, 2015 Construction Manager Selection Timeline August 28, 2014 October 3 November 4 November 11 Submit Application to Inspector General Notice to Proceed with CM at Risk from Inspector General Proposition 21/2 Ballot Vote Submit Request for Qualifications (RFQ) Advertisement to: 1. Central Register (CR) 2. Local Newspaper November 19 RFQ Advertisement Noticed in: 1. Central Register (CR) 2. Local Newspaper November 25 November 25 November 26 November 26 December 3 December 3 17 December 10 December 17 December 18 January 7, 2015 January 9 January 14 January 21 January 24 February 4 February 4 18 February 18 Informational Meeting at Jr./Sr. High School and Tour 3:30 PM Review Draft CM RFP at Jr./Sr. High School 5:30pm CM RFQ Letter of Interest Due Deadline for CM Submission of Questions CM Qualification Packages Due Evaluate RFQs to Prequalify CM Firms to Receive RFP Qualifications Preliminary Review Meeting / Final Review of RFP at Town Hall 5:30pm Qualifications Final Review / Shortlist / Final Review of RFP Documents at Town Hall 5:30pm Distribute RFP to Prequalified CM Firms Review Draft Evaluation forms; Schedule Interviews CM Proposal Packages Due Preliminary Evaluation of Proposals, Finalize Questions for Interviews Evaluation of Proposals CM Interviews, Rank CM Firms Prequalification Committee CM Recommendation at PSBC Meeting Finalize General Conditions, Fee and Contract Terms with Selected CM Firm CM attend PSBC Meeting p:\2013\13006\10bid\cm selection schedule14january2015.doc

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7 CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS PROJECT MANAGEMENT COMBINED EVALUATION SCORES NON PRICE AND PRICE PROPOSAL Consigli Construction Company Non Price Proposal Rating Gilbane Building Company Turner Construction Company Consigli Construction Company Price Proposal Rating Gilbane Building Company Turner Construction Company Signature Date Comments Page 1 of 10

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9 PROJECT MANAGEMENT CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS CM AT RISK SELECTION RFP PHASE CM Company Name Evaluator's Name Consigli Construction Company Instructions: CM Selection Committee Members should begin with their review of the NonPrice Proposal and complete the NonPrice Proposal Evaluation. Open and review the Price Proposal and complete the Price Proposal Evaluation Matrix below only after completing the NonPrice Evaluation. Upon Completion of the Price Proposal Evaluation, sign and date both forms. Section #1: Verify that all Non Price Proposal Submission Documents have been submitted. Section #2: Verify that all Price Proposal Submission Documents have been submitted. Section #3: Enter evaluation rating. Section #1: Required Documents to be in the Non Price Proposal Submission Request for Proposal Response Form (Form A) Informational Sheet (Form B) Affidavit of Compliance (Form C) Certificate of Tax Compliance (Form D) Affidavit of Prevailing Wage Compliance (Form E) Certificate of Eligibility DCAM s Update Statement Bond Commitment Letter Project Experience on Comparable Projects Management Plan Staffing Plan Resumes Job Skill Narrative Self Performing Work Legal Proceedings Compliance of Labor/OSHA Compliance (Form F) Certificate of NonCollusion (Form G) Certificate of Interest Certification (Form H) Certificate of Compliance with M.G.L. C.151B (Form I) Certificate of NonDebarment (Form J) Certificate of Corporate Responder (Form K) Section #2: Required Documents to be in the Price Proposal Submission Form GC Price Proposal Form GC Section B: Schedule of CM Costs Preconstruction Phase Form GC Section C: Schedule of CM Costs Construction Phase * Items (/not ) confirmed by SMMA Page 2 of 10

10 PROJECT MANAGEMENT CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS Section #3: Evaluators Rankings CM AT RISK SELECTION RFP PHASE Instructions: Please place a check mark in the box which best represents the materials submitted in the Non Price Proposal and tally the corresponding numbers below. Upon completion please sign and date. CM COMPANY NAME: Consigli Construction Company 1. Management Team Is the Management Team especially superintendent and project manager knowledgeable and qualified to meet the project goals? Yes the Management Team meet all of the above Yes the Management Team meet most of the above No the Management Team does not meet any of the above 2. Management Plan Does the Management Plan for the project, describe in detail the firm s proposed approach to meeting the project goals, including schedule and phasing management, budget management, quality management goals and maintaining safety? Yes the Management Plan includes all of the above Yes the Management Plan includes most of the above No the Management Plan does not include any of the above 3. Project Plan PreConstruction Does the Offeror's plan illustrate the understanding of the activities required during preconstruction and demonstrate the ability to coordinate and perform those activities including design review, phasing and scheduling, cash flow chart, value engineering, constructability, cost control, and subcontractor bid packages. Yes the PreConstruction Plan fully illustrates all of the above Yes the PreConstruction Plan fully illustrates most of the above No the PreConstruction Plan fully illustrates none of the above 4. Project Plan Construction Does the Offeror's plan illustrate a clear management structure and methodology for project management, logistics, phasing and sequencing of the Work? Does the Offeror have project specific program for quality assurance and quality control. Has the Offeror described how they will comply with requirements for schedule development, cost loading, resource loading, monthly schedule updates, periodic community meetings, and weekly project meeting review of the look ahead schedule? Yes the Construction Plan includes all of the above Yes the Construction Plan includes most of the above No the Construction Plan includes none of the above Page 3 of 10

11 PROJECT MANAGEMENT CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS 5. Schedule CM AT RISK SELECTION RFP PHASE Did the Offeror submit its proposed Preliminary Project Schedule. Is this schedule clearly explained and advantageous for this project timeline? Yes the Schedule is and advantageous for this project Yes the Schedule is and mostly advantageous for this project No the Schedule is not and nonadvantageous for this project 6. Comparable Experience Is the Offeror s experience similar in scope, size and budget to this project. Does the Offeror s experience includes projects on occupied sites? Yes the Comparable Experience includes all of the above Yes the Comparable Experience includes most of the above No the Comparable Experience includes none of the above 7. Litigation Does the Offeror s history of litigation indicate a culture of collaboration and teamwork between Owner, Designer and Subcontractors? Yes the history of Litigation indicates all of the above Yes the history of Litigation indicates most of the above No the history of Litigation does not indicate the above 8. Financial Capacity Does the Offeror's financial capacity support their ability to undertake this project? Yes the Financial Capacity indicates all of the above Yes the Financial Capacity indicates most of the above No the Financial Capacity does not indicate the above 9. Safety History Does the Offeror s Safety History support their approach to this project? Yes the Safety History includes all of the above Yes the Safety History includes most of the above No the Safety History includes none of the above. TOTAL (#19 ABOVE) Signature Date Page 4 of 10

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13 PROJECT MANAGEMENT CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS CM AT RISK SELECTION RFP PHASE CM Company Name Evaluator's Name Gilbane Building Company Instructions: CM Selection Committee Members should begin with their review of the NonPrice Proposal and complete the NonPrice Proposal Evaluation. Open and review the Price Proposal and complete the Price Proposal Evaluation Matrix below only after completing the NonPrice Evaluation. Upon Completion of the Price Proposal Evaluation, sign and date both forms. Section #1: Verify that all Non Price Proposal Submission Documents have been submitted. Section #2: Verify that all Price Proposal Submission Documents have been submitted. Section #3: Enter evaluation rating. Section #1: Required Documents to be in the Non Price Proposal Submission Request for Proposal Response Form (Form A) Informational Sheet (Form B) Affidavit of Compliance (Form C) Certificate of Tax Compliance (Form D) Affidavit of Prevailing Wage Compliance (Form E) Certificate of Eligibility DCAM s Update Statement Bond Commitment Letter Project Experience on Comparable Projects Management Plan Staffing Plan Resumes Job Skill Narrative Self Performing Work Legal Proceedings Compliance of Labor/OSHA Compliance (Form F) Certificate of NonCollusion (Form G) Certificate of Interest Certification (Form H) Certificate of Compliance with M.G.L. C.151B (Form I) Certificate of NonDebarment (Form J) Certificate of Corporate Responder (Form K) Section #2: Required Documents to be in the Price Proposal Submission Form GC Price Proposal Form GC Section B: Schedule of CM Costs Preconstruction Phase Form GC Section C: Schedule of CM Costs Construction Phase * Items (/not ) confirmed by SMMA Page 5 of 10

14 PROJECT MANAGEMENT CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS Section #3: Evaluators Rankings CM AT RISK SELECTION RFP PHASE Instructions: Please place a check mark in the box which best represents the materials submitted in the Non Price Proposal and tally the corresponding numbers below. Upon completion please sign and date. CM COMPANY NAME: Gilbane Building Company 1. Management Team Is the Management Team especially superintendent and project manager knowledgeable and qualified to meet the project goals? Yes the Management Team meet all of the above Yes the Management Team meet most of the above No the Management Team does not meet any of the above 2. Management Plan Does the Management Plan for the project, describe in detail the firm s proposed approach to meeting the project goals, including schedule and phasing management, budget management, quality management goals and maintaining safety? Yes the Management Plan includes all of the above Yes the Management Plan includes most of the above No the Management Plan does not include any of the above 3. Project Plan PreConstruction Does the Offeror's plan illustrate the understanding of the activities required during preconstruction and demonstrate the ability to coordinate and perform those activities including design review, phasing and scheduling, cash flow chart, value engineering, constructability, cost control, and subcontractor bid packages. Yes the PreConstruction Plan fully illustrates all of the above Yes the PreConstruction Plan fully illustrates most of the above No the PreConstruction Plan fully illustrates none of the above 4. Project Plan Construction Does the Offeror's plan illustrate a clear management structure and methodology for project management, logistics, phasing and sequencing of the Work? Does the Offeror have project specific program for quality assurance and quality control. Has the Offeror described how they will comply with requirements for schedule development, cost loading, resource loading, monthly schedule updates, periodic community meetings, and weekly project meeting review of the look ahead schedule? Yes the Construction Plan includes all of the above Yes the Construction Plan includes most of the above No the Construction Plan includes none of the above Page 6 of 10

15 PROJECT MANAGEMENT CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS 5. Schedule CM AT RISK SELECTION RFP PHASE Did the Offeror submit its proposed Preliminary Project Schedule. Is this schedule clearly explained and advantageous for this project timeline? Yes the Schedule is and advantageous for this project Yes the Schedule is and mostly advantageous for this project No the Schedule is not and nonadvantageous for this project 6. Comparable Experience Is the Offeror s experience similar in scope, size and budget to this project. Does the Offeror s experience includes projects on occupied sites? Yes the Comparable Experience includes all of the above Yes the Comparable Experience includes most of the above No the Comparable Experience includes none of the above 7. Litigation Does the Offeror s history of litigation indicate a culture of collaboration and teamwork between Owner, Designer and Subcontractors? Yes the history of Litigation indicates all of the above Yes the history of Litigation indicates most of the above No the history of Litigation does not indicate the above 8. Financial Capacity Does the Offeror's financial capacity support their ability to undertake this project? Yes the Financial Capacity indicates all of the above Yes the Financial Capacity indicates most of the above No the Financial Capacity does not indicate the above 9. Safety History Does the Offeror s Safety History support their approach to this project? Yes the Safety History includes all of the above Yes the Safety History includes most of the above No the Safety History includes none of the above. TOTAL (#19 ABOVE) Signature Date Page 7 of 10

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17 PROJECT MANAGEMENT CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS CM AT RISK SELECTION RFP PHASE CM Company Name Evaluator's Name Turner Construction Company Instructions: CM Selection Committee Members should begin with their review of the NonPrice Proposal and complete the NonPrice Proposal Evaluation. Open and review the Price Proposal and complete the Price Proposal Evaluation Matrix below only after completing the NonPrice Evaluation. Upon Completion of the Price Proposal Evaluation, sign and date both forms. Section #1: Verify that all Non Price Proposal Submission Documents have been submitted. Section #2: Verify that all Price Proposal Submission Documents have been submitted. Section #3: Enter evaluation rating. Section #1: Required Documents to be in the Non Price Proposal Submission Request for Proposal Response Form (Form A) Informational Sheet (Form B) Affidavit of Compliance (Form C) Certificate of Tax Compliance (Form D) Affidavit of Prevailing Wage Compliance (Form E) Certificate of Eligibility DCAM s Update Statement Bond Commitment Letter Project Experience on Comparable Projects Management Plan Staffing Plan Resumes Job Skill Narrative Self Performing Work Legal Proceedings Compliance of Labor/OSHA Compliance (Form F) Certificate of NonCollusion (Form G) Certificate of Interest Certification (Form H) Certificate of Compliance with M.G.L. C.151B (Form I) Certificate of NonDebarment (Form J) Certificate of Corporate Responder (Form K) Section #2: Required Documents to be in the Price Proposal Submission Form GC Price Proposal Form GC Section B: Schedule of CM Costs Preconstruction Phase Form GC Section C: Schedule of CM Costs Construction Phase * Items (/not ) confirmed by SMMA Page 8 of 10

18 PROJECT MANAGEMENT CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS Section #3: Evaluators Rankings CM AT RISK SELECTION RFP PHASE Instructions: Please place a check mark in the box which best represents the materials submitted in the Non Price Proposal and tally the corresponding numbers below. Upon completion please sign and date. CM COMPANY NAME: Turner Construction Company 1. Management Team Is the Management Team especially superintendent and project manager knowledgeable and qualified to meet the project goals? Yes the Management Team meet all of the above Yes the Management Team meet most of the above No the Management Team does not meet any of the above 2. Management Plan Does the Management Plan for the project, describe in detail the firm s proposed approach to meeting the project goals, including schedule and phasing management, budget management, quality management goals and maintaining safety? Yes the Management Plan includes all of the above Yes the Management Plan includes most of the above No the Management Plan does not include any of the above 3. Project Plan PreConstruction Does the Offeror's plan illustrate the understanding of the activities required during preconstruction and demonstrate the ability to coordinate and perform those activities including design review, phasing and scheduling, cash flow chart, value engineering, constructability, cost control, and subcontractor bid packages. Yes the PreConstruction Plan fully illustrates all of the above Yes the PreConstruction Plan fully illustrates most of the above No the PreConstruction Plan fully illustrates none of the above 4. Project Plan Construction Does the Offeror's plan illustrate a clear management structure and methodology for project management, logistics, phasing and sequencing of the Work? Does the Offeror have project specific program for quality assurance and quality control. Has the Offeror described how they will comply with requirements for schedule development, cost loading, resource loading, monthly schedule updates, periodic community meetings, and weekly project meeting review of the look ahead schedule? Yes the Construction Plan includes all of the above Yes the Construction Plan includes most of the above No the Construction Plan includes none of the above Page 9 of 10

19 PROJECT MANAGEMENT CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS 5. Schedule CM AT RISK SELECTION RFP PHASE Did the Offeror submit its proposed Preliminary Project Schedule. Is this schedule clearly explained and advantageous for this project timeline? Yes the Schedule is and advantageous for this project Yes the Schedule is and mostly advantageous for this project No the Schedule is not and nonadvantageous for this project 6. Comparable Experience Is the Offeror s experience similar in scope, size and budget to this project. Does the Offeror s experience includes projects on occupied sites? Yes the Comparable Experience includes all of the above Yes the Comparable Experience includes most of the above No the Comparable Experience includes none of the above 7. Litigation Does the Offeror s history of litigation indicate a culture of collaboration and teamwork between Owner, Designer and Subcontractors? Yes the history of Litigation indicates all of the above Yes the history of Litigation indicates most of the above No the history of Litigation does not indicate the above 8. Financial Capacity Does the Offeror's financial capacity support their ability to undertake this project? Yes the Financial Capacity indicates all of the above Yes the Financial Capacity indicates most of the above No the Financial Capacity does not indicate the above 9. Safety History Does the Offeror s Safety History support their approach to this project? Yes the Safety History includes all of the above Yes the Safety History includes most of the above No the Safety History includes none of the above. TOTAL (#19 ABOVE) Signature Date Page 10 of 10

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21 PROJECT MANAGEMENT CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS PRICE PROPOSAL EVALUATION Instructions: After reviewing the NonPrice Proposal and completing the NonPrice Evaluation, please open and review the Price Proposal and complete the Price Proposal Evaluation Matrix below. Evaluators will need only one copy of this form to evaluate all 3 CMs as spaces have been provided. 1 = Least Advantageous, 2 = Advantageous, 3 = Most Advantageous SECTION 1 SECTION 2 SECTION 4 RFP Description Consigli Gilbane Turner Preconstruction Services Evaluation of Preconstruction Staff: Does the Preconstruction Phase personnel listed, their roles, and % of time allocated toward the job provide the level of service required? Construction General Conditions Does the CM show they can provide the adequate amount of full time staff members to support the project through Construction? Insurance and Bonds Evaluation of Insurance: Which of the insurance rates listed in C.4 favors the project? Evaluation of Bonds: Which of the Bond rates listed in C.4 favors the project? CM Fee Which of the fee costs favor the project? TOTALS Signature Date Page 1 of 1

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23 PROJECT MANAGEMENT CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS RFP INTERVIEW CONSTRUCTION MANAGER QUESTIONS 1 = Least Advantageous, 2 = Advantageous, 3 = Most Advantageous Response Rating Panel Questions Consigli Gilbane Turner 1 Tell us about your similar projects and how they relate to our project. 2 Tell us how your staff's experience will benefit the project. 3 What did you see as the most important projectrelated issues? 4 How can your team be assigned to our project if they are on other projects right now? 5 How will you ensure quality in your construction? 6 Tell us how you closed a LEED project without losing points. 7 DRAFT How will you handle onsite traffic and parking concerns from the staff and the public? 8 How will you handle commuter traffic concerns? 9 How do you ensure that there will be no interruption to education in the existing Junior/Senior High School? 10 Give us some good examples of Value Engineering for a project like ours. Page 1 of 2

24 PROJECT MANAGEMENT CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS RFP INTERVIEW CONSTRUCTION MANAGER QUESTIONS 1 = Least Advantageous, 2 = Advantageous, 3 = Most Advantageous Response Rating Panel Questions Consigli Gilbane Turner 11 Tell us of what you think would be opportunities for savings. 12 What do you see as the biggest challenge on this job? 13 What makes you different from the other firms? 14 How do you manage a nonperforming subcontractor? TOTALS Signature Date DRAFT Page 2 of 2

25 CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS PROJECT MANAGEMENT CM Price Proposal Analysis Summary PFA Budget Consigli Gilbane Turner PreConstruction Services Code PreConstruction Services B.1 $ 193,500 $ 180,000 $ 144,181 Subtotal $ 600,000 $ 193,500 $ 180,000 $ 144,181 Construction Project Management Labor C.1 $ 2,336,300 $ 307,945 $ 2,251,096 Field Supervisory Labor C.2 $ 1,608,360 $ 3,087,377 $ 1,850,631 Subtotal $ 3,944,660 $ 3,395,322 $ 4,101,727 Consultant Labor C.3 $ $ $ P&P Bonds C.4 $ 600,420 $ 655,757 $ 665,246 Insurance C.4 $ 1,088,856 $ 807,234 $ 2,943,281 Subtotal $ 1,689,276 $ 1,462,991 $ 3,608,527 Trailers, Supplies etc. C.5 $ 276,500 $ 228,730 $ 854,602 Additional Costs C.6 $ $ 97,500 $ Subtotal $ 276,500 $ 326,230 $ 854,602 Cost of Work Items C.7 $ $ $ Subtotal C.8 $ 4,995,422 $ 5,910,436 $ 5,184,543 $ 8,564,856 CM Fee CM Fee $ 1,604,800 $ 1,725,031 $ 1,805,401 Subtotal $ 1,616,292 $ 1,604,800 $ 1,725,031 $ 1,805,401 Total $ 7,211,714 $ 7,708,736 $ 7,089,574 $ 10,514,438

26 CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS PROJECT MANAGEMENT CM Price Proposal Analysis Construction Labor Consigli Gilbane Turner Construction Project Management Labor C.1 Principal in Charge $ $ 60,407 $ Project Executive $ 212,160 $ 189,910 $ 242,791 OnSite Project Executive $ 425,174 Senior Project Manager $ $ $ 753,720 Project Manager $ 721,600 $ 486,600 $ Asst. Project Manager $ 590,400 $ $ Project Engineer $ 557,600 $ 314,441 $ 578,636 Asst. Project Engineer $ $ 10,546 $ Office Engineer $ 245,779 Quality Manager LEED Coordinator $ 13,260 $ $ Project Accountant $ 53,040 $ 150,866 $ 117,802 Engineering/Administrative Assistant $ 24,960 $ $ 140,495 Cost Control Engineer $ $ 36,764 $ 114,178 CORI Management/Badge Coordinator $ $ $ Scheduler $ 34,320 $ 37,259 $ 66,649 BIM $ 37,440 $ w/ MEP Coord Information Technology $ 20,000 $ $ 46,215 Purchasing Agent $ 52,800 $ 29,688 $ 190,610 Purchasing Assistant $ 27,775 Accounts Payable $ 12,476 Compliance/Outreach Officer $ 18,720 Regulatory $ 12,361 List Consultant Costs $ $ $ Subtotal $ 2,336,300 $ 2,040,046 $ 2,251,096 Field Supervisory Labor C.2 General Superintendent $ 26,520 $ 491,507 $ 495,484 Superintendent $ 780,000 $ 312,704 $ Asst. Superintendent $ $ $ 375,986 Asst. Superintendent $ 530,400 $ $ 270,710 Internal Envelope Review $ 13,000 MEP Coordinator / Commissioning Assistant $ 162,240 $ 323,035 $ 382,915 Field Engineer $ $ cost of work Asst. Field Engineer $ cost of work Safety Engineer $ 34,320 $ 73,004 $ 325,537 CORI Implementation above w/ Admin Assist Quality Manager $ 74,880 $ 7,665 Intern $ 134,361 Subtotal $ 1,608,360 $ 1,355,276 $ 1,850,632 Total $ 3,944,660 $ 3,395,322 $ 4,101,728

27 CM AT RISK PROPOSAL EVALUATION NEW HOLBROOK PREK12 SCHOOL, HOLBROOK, MASSACHUSETTS PROJECT MANAGEMENT CM Price Proposal Analysis Additional General Conditions Consigli Gilbane Turner Construction Trailers, Supplies Etc. C.5 Town of Holbrook, OPM and Architect Temporary Office Trailers (minimum 12x60 with $ 27,000 $ 8,250 $ 62,680 Town of Holbrook, OPM and Architect Telephone, high speed internet line and wireless internet connection and Usage Charges (including long distance) $ 14,400 $ 18,630 $ 17,000 Town of Holbrook, OPM and Architect Office $ 5,000 $ 3,000 $ 4,500 Cleaning of Town of Holbrook and Architect $ $ 5,000 cost of work CM Temporary Office Trailers $ 36,000 $ 20,000 $ 154,040 CM Telephone and Internet Service, Equipment and Usage Charges (including long distance) $ 14,400 $ 13,000 $ 66,498 CM Office Furniture $ 5,000 $ 4,000 $ 9,896 Cleaning of CM Trailers $ $ 12,500 cost of work Travel, Meals, etc $ $ 5,000 $ 40,120 LEEDS Supervision and Assistance Implementation (Field) w/ staff labor w/ staff labor w/ staff labor Information Technology (I.T.) Time (Field Office) $ 54,000 $ 2,000 w/ staff labor Computers & Software $ 54,000 $ 77,100 $ 156,012 Field Office Supplies $ 18,000 $ 10,000 $ 58,230 Site Security Services $ 1,000 $ 2,000 na OnSite Storage Containers $ 1,000 $ 3,750 $ 17,000 Small Tools $ $ 12,500 $ 108,800 Safety Materials (Safety Kit) $ 7,200 $ 4,500 $ 18,000 Photos $ 1,800 $ 2,500 $ 12,750 Reprographics $ 7,200 $ 6,250 $ 108,677 Postage, Shipping, Courier Services, etc $ 18,000 $ 5,000 $ 20,400 Management of Plans, Specifications, etc $ $ 6,250 w/ project engineer Record Drawings $ 2,500 $ 5,000 w/ reprographics Punch List $ 5,000 w/ staff labor w/ staff labor Photo ID Badge Machine $ 5,000 $ 2,500 relocated Other $ $ $ $ 276,500 $ 228,730 $ 854,603 Additional General Conditions C.6 Cell Phones $ $ 27,500 $ Bottled Water $ $ 2,000 $ Expediting Travel $ $ 10,000 $ Safety Incentives $ $ 40,000 $ Drug Testing $ $ 18,000 Subtotal $ $ 97,500 $ Total $ 276,500 $ 326,230 $ 854,603

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Tel: (617) 727-4050 Fax: (617) 727-5363. OWNER S PROJECT MANAGER GUIDELINES M.G.L. c. 149, 44A1/2

Tel: (617) 727-4050 Fax: (617) 727-5363. OWNER S PROJECT MANAGER GUIDELINES M.G.L. c. 149, 44A1/2 The Commonwealth of Massachusetts Executive Office for Administration and Finance Division of Capital Asset Management One Ashburton Place Boston, Massachusetts 02108 Tel: (617) 727-4050 Fax: (617) 727-5363

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