Riverwood Activity Center for Riverwood Community...

Construction

Management Proposal for

Riverwood Activity Center

for Riverwood

Community Development

District

5001 Lakewood Ranch Boulevard N. Sarasota, FL 34240 941.366.3116

Riverwood Activity Center Campus Additions and Modifications Riverwood Community Development District – Pt. Charlotte, FL

Construction Management Proposal

Table of Contents

1. Letter of Interest

2. Qualifications of the Firm

3. Project Manager

4. Specific Project Experience

5. Quality Control

6. Litigation

7. Fee

8. Signed Representations/Certifications

9. Project Safety Program

http://riverwoodgc.clubhouseonline-e3.com/Home.aspx


5001 Lakewood Ranch Boulevard N. \ Sarasota, FL \ 34240 \ T 941.366.3116 \ F 941.954.5509 \ willissmith.com

June 30, 2016 Ms. Rita Anderson Riverwood Community Development 4250 Riverwood Drive Port Charlotte, FL 33953 Re: Request for Proposals - Construction Management Services

Riverwood Activity Center Campus Expansion Dear Ms. Anderson & Selection Committee Members: Willis Smith Construction is very excited about the opportunity to partner with the Riverwood Community Development District Board of Supervisors as your Construction Manager at Risk for your new Activity Center Campus Expansion. We appreciate your significant planning efforts to date and we are confident our specific CM services approach will now help you manage your process successfully from this point forward as your design team is selected and formalized design options are developed; subcontractor bids are received and a Guaranteed Maximum Price is established; and the actual construction process is successfully completed. In reviewing this summary of our capabilities and recent relevant experience, please focus on the following key advantages Willis Smith provides: Specific Golf Community and Recreational Facility Track Record-Recent projects for:

SMR (Lakewood Ranch CC and Royal Lakes CC)

Tara Country Club

Heritage Oaks Country Club - Multiple projects

Palm Aire Golf and Country Club – Multiple Addition and Renovation projects

Oaks Country Club-new Activity/Fitness Center

Stoneybrook Golf and Country Club - Renovations

DaySpring Community/Activity Center

Zazarino Community Center

Del Webb Sales Center These projects are all similar in scope to your proposed facilities and involved occupied sites, continuation of community user activities, and similar facility components. All have met owner budget and schedule requirements. WSC Construction Management Services-No other area firm can match our CM expertise for controlling cost, schedule and quality in a team oriented, non-adversarial, open book, and highly communicated/well documented process. We understand what it takes to comply with Community Development District requirements.

June 30, 2016 Riverwood Community Development District Activity Center Campus Modifications Page two Willis Smith Construction is fully prepared to begin our CM role immediately and produce the following results for the RCDD:

Managing your process for YOUR selection of the design team professionals

Verification of your preliminary design program options and establishing your budget

Development of options/cost estimating, value engineering, constructability analysis, and life cycle costing during the design/preconstruction phase

Competitive bidding of all trade work from prequalified subcontractors/suppliers in an open book process-thoroughly vetted with RCDD

An efficient and coordinated construction approach which will minimize disruption to your existing operations throughout the construction period

Well planned project closeout with clear training and documentation and a proven warranty approach post construction

Willis Smith has the resources available to commit to your project and we are looking forward to the opportunity to meet with you further to discuss our people and approach to you in more detail. We know you are ready to get moving and we will await your decision as to how to proceed next. Thank you again for this opportunity. Respectfully, F. John LaCivita, LEED AP Vice President



The firm of Willis A. Smith Construction, Inc. was established in 1972 by founder Willis A. Smith, primarily to build

commercial and industrial facilities. David E. Sessions joined the company in 1988, became an owner in 1989, and

became its CEO & President in 1999. During that time the company has experienced steady and controlled growth

in keeping with our resources and capabilities. John LaCivita joined the company in 1996, became an owner in 2004

and is the Vice President. Four additional senior project managers have recently joined the ownership group and

they are project executives: Taylor Aultman, Nathan Carr, David Otterness and Brett Raymaker. The past growth

history represents a conservative and focused increase in annual construction volume over the past 44 years. The

firm has a bonding surety line of $200,000.000 with single projects valued in excess of $100,000,000.

Headquartered in Lakewood Ranch, the

firm provides quality planning, construction

and related services to a variety of clients

through our 76 talented construction

professionals on staff. Major services

offered include: Construction Management,

General Contracting, Design/Build,

Sustainability Analysis and Consulting

Services for Site Evaluation and/or

Selection, Budget and Constructability

Analysis, Cost Consulting and Scheduling.

The firm provides this full range of services

under a variety of contractual approaches,

principally construction management and design/build.

Our responsiveness and problem–solving expertise are the significant reasons we have satisfied clients who ask us

to come back and build for them over many years. As a testament to how well Willis A. Smith Construction has

responded to issues and satisfied our clients’ needs, we have never in our 44 year history, been involved in any

litigation with a client. This record has been accomplished through the use of professional project management

techniques, open and honest communications, the use of qualified subcontractors, and a dedication and

commitment to exceeding the customer’s expectations and our own project requirements. We have a proven track

record of successfully completing facilities on occupied, fully functioning recreational and campus sites for

numerous clients.

Over the last few years, our firm has made significant investments in the technical education of our people and our

technology systems in order to stay current with rapidly changing products and technology upgrades that have been

evolving in the design and construction industry. These investments have significantly increased our ability to

provide the best value to our clients.

2. Company Information





Paul Archacki, LEED AP – Project Manager Paul has extensive experience working on projects with tight, occupied site conditions and he has been involved in previous projects with fitness and gymnasium type components. He is currently completing the Zazarino Recreation/Classroom Facility for the St. Martha’s Parrish which includes very similar project program requirements. In his position as Project Manager, Paul will be responsible for overseeing every aspect of the project and he will directly manage all activities through project completion. He will be the main point of contact to the RCCD. Paul’s involvement will begin as he assists Robbie Gronbach, our Director of Preconstruction during pre-construction.

During construction he will coordinate with our field superintendent and manage cost control, all scheduling and close-out services.

His involvement through the entire construction process has given him a knowledgeable hands-on approach and he will work closely with the Owner in a highly communicated, no surprises approach. Project Experience

OWNER PROJECT LOCATION St. Martha’s Catholic School Zazarino Gymnasium Center Sarasota, FL Out-of-Door Academy Dart STEM Center Sarasota, FL Out-of-Door Academy Middle School Classroom Renovations Sarasota, FL Peace River Electric Cooperative Manatee Service Center Lakewood Ranch, FL School Board of Sarasota County Booker High School Rebuild (Included Gym & Fitness Center) Sarasota, FL School Board of Sarasota County SCTI (STC) Phase 1A – 2 Sarasota, FL School District of Manatee County Manatee Elementary School – New Construction/Renovations Bradenton, FL

Education University of Florida – Warrington College of Business Administration - 2000 University of Florida - Rinker School of Building Construction – 2004 Years of Experience

Years of Experience Total 12 Years This Firm 8 Years

Registration & Professional Affiliates: USGBC (US Green Building Council) LEED Accredited Professional BD+C Leadership Sarasota Class of 2013 OSHA 30 hr certification

3. Project Manager





Royal Lakes Clubhouse - Lakewood Ranch, FL The clubhouse provides commanding views from the dining room and the covered terrace overlooking the course. It is designed with rustic ranch architecture creating a casual atmosphere with exposed heavy timber trusses in the dramatic vaulted interior. There is a generous gathering bar and a display kitchen within the restaurant as well as private dining areas and a wine wall. Within the facility there is a pro shop, cart barn as well as separate access areas for deliveries, and kitchen and staff support spaces.

Tara Golf And Country Club - Clubhouse Renovations And Additions - Sarasota, FL This project included 3,205 SF of renovations and 11,712 SF of additions to the existing clubhouse. A new pro shop, clubhouse grille, room dining room, and patio expansion were also included. Renovations were made to the kitchen, administration offices, bar, and bag storage facilities. The fitness center concession was expanded and restrooms were renovated.

The Oaks Well-Fit Center, Osprey, FL This project posed unique challenges to our preconstruction team because the design had already been started and was well into design development when we got on board. After our initial estimating exercise it became apparent to the team that the project was well over budget. We started by providing a detailed cost estimate breakdown by division so we could analyze what areas were driving the cost up. The team collaborated on changes that didn’t sacrifice the program or architectural intent but ultimately reduced cost and got the project in budget.

Stoneybrook Golf And Country Club - Clubhouse Renovations And Additions - Sarasota, FL This project included 20,000 SF of renovations and additions to the existing clubhouse, pro shop, dining room, kitchen, administration offices, bar, and bag storage facilities. The renovations expanded and re- configured the existing kitchen, added new freezers and coolers, and dish cleaning equipment. The pro shop was relocated and expanded in size with new display cabinets and work stations. A grill room and additional dining room was added to the existing building and all finishes upgraded to class “A” standards.

Heritage Oaks Golf And Country Club - Club House Renovation And Addition - Sarasota, FL This project involved both a 10,000 SF exterior and interior renovation and a 7,000 SF addition to the existing facility. The kitchen received an addition and was completely renovated. Renovations and upgrades were also made to the existing dining room, administration offices and other interiors. A new Grille Room was added along with a full-service bar.

Pulte’s Del Webb Sales Center – Lakewood Ranch, FL The sales center is a unique project set within the residential district of beautiful Lakewood Ranch. The sales center uses heavy timber frame construction and natural veneer elements that allow it to blend seamlessly with the surrounding landscape. Our involvement with the design started early in the process and allowed Pulte to maximize their program dollars. We accomplished this by providing cost studies to the team during structural and systems development. After choosing systems that provided the best value, Pulte was able to spend the dollars saved in areas that would provide the greatest return and maximize profits.

Lakewood Ranch Country Club – Main Clubhouse Renovation - Lakewood Ranch, FL This project included a major renovation to the existing clubhouse facility while continuing their operations. New dining and meeting room areas, new preparation kitchen, new roofing, HVAC, new lighting, and a rework of the existing club rooms and grill area.

4. Specific Project Experience





We understand the importance of building a top quality facility for the Riverwood Community Development District. Our approach to quality assurance will begin from day one and will be a critical focus of our efforts throughout the entire project. APPROACH TO QUALITY ASSURANCE - Preconstruction Quality Assurance

Review plans early in the process to identify areas of conflict, difficult construction features and for opportunities to

simplify the plan. This information can be relayed to the design team for potential changes. In situations where the design

cannot be changed, this information is reviewed with subcontractors to ensure proper planning and procedures are

undertaken to ensure a high level of quality.

Shop drawing/submittal review is critical in identifying mistakes before material reaches the field. This process ensures

proper materials are provided and specifications are met, and greatly minimizes the possibility of field modifications.

Quality conferences, including the owner, architect, and construction manager, are held prior to construction to identify

expectations and key areas of quality concern.

Contractual Enforcement provides the written basis for achieving expected quality levels. All Willis Smith Construction

subcontracts contain provisions for following specified steps to ensure quality installations.

APPROACH TO QUALITY ASSURANCE - Construction Quality Assurance During construction, our quality control method will involve three phases of inspection (preparatory, initial, and follow-up).

Mobilization Conferences - will be held just prior to a subcontractor moving on site.

Mock-ups - Representative mock-ups can be reviewed, critiqued, and approved before installation begins.

Early Field Testing - Early testing of completed assemblies

Initial inspections - are performed upon the completion of representative portions of work

Follow-up inspections - are conducted at established intervals depending on the individual scope of work.

Quality Control Personnel Our quality management system will be integrated into the organizational structure and performance management systems for this project. We will:

Commit a Project Manager and a Project Superintendent with well-defined quality responsibilities and the authority to

carry them out.

Daily Quality Management Reporting

Our Superintendent will record a summary of daily work activities. This report will include:

Schedule Activities Completed

General description of work activities in progress.

Problems encountered, actions taken, problems, delays, weather conditions

Meetings held, participants, and decisions made

Subcontractor and Company Crews on site

Visitors and purpose

General Remarks

Improvement Ideas

5. Quality Control





Having been involved in construction for 44 years, Willis A Smith Construction Inc. is involved in occasional nuisance

claims, usually as a peripheral party. To date all of these have been settled prior to litigation but are subject to strict

confidentiality agreements that prevent disclosure of any information. The firm has been advised that public record

disclosures regarding the few active claims currently pending could be damaging to the defense. However, none of

the claims pose a threat to the stability of the firm, and all are covered by insurance. Willis A Smith Construction

Inc. has never sued or been sued by an owner or an architect regarding our performance. Willis A Smith Construction

Inc.’s excellent claims history is reflected in the rates it pays for liability insurance, which are among the lowest paid

by similar firms in the construction industry. Further information is available through confidential discussion with

David E Sessions, Willis A Smith Construction Inc.’s President.

Hinton v. Sarasota Suncoast Community Church v. Willis A. Smith - Matter is subrogated to subcontractor, McLeod LaGasse Plumbing - Mediated Settlement 03/27/2012 Resolved McLeod Construction/Claim of Lien - Settled 2/3/2016 Resolved

6. Litigation





Proposed Fee Structure 4.5 to 5% Depending on Final Project Scope/Phasing Proposed Fee for Change Orders Fee will be the same for the Fee established above.

With our Preconstruction approach we would anticipate change orders would be minor and mainly linked to Owner changes in project scope issues.

Preconstruction Fee ¾ of 1% of the GMP Our Preconstruction brings real value to your project.

We would anticipate developing design options savings and more competitive bidding which would more than exceed monies spent on these services.

Other Costs None Insurance Rates 0.90% General Liability Builder’s Risk Insurance will be at Market Pricing Bond Rates Example: Based on $3.5 million would be $24,850 0.71% Subcontractor Bonding All subcontracts over $250,000 All of the above numbers are based on very preliminary information received at the preproposal meeting and we would like to discuss these in more detail with you during our presentation.

7. Fees





Please see the completed and signed forms following this page:

Firms Certification

Public Entity Crimes Form

8. Proposer Agreement





SAFETY/RISK MANAGEMENT Our company-wide safety program includes the following:

Drug-free workplace

Weekly safety meeting held at job site

Job site safety rules and strict procedures

Hazard communication program

Safety training

Rewards for outstanding safety performance

OSHA 10-Hour Safety Training Course

Fencing & Directional Signs

Traffic Logistics Plan

Additionally, we employ the services of an independent safety director to hold “mock” OSHA inspections to monitor the safety of our projects and people. Our Third Party Safety Consultant will provide:

Independent Safety Inspections

Specific job safety plan

Mock OSHA Inspections

Safety Report

Copied to subcontractors

Resource that keeps us focused on safety

Prevents accidents and their potential delays

9. Safety Program



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