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Home My WebLink AboutRESPONSE - RFP - 7510 PROJECT MANAGEMENT SERVICESWm.T. Welch Company, LLC a Colorado limited liability company 1315 Oakridge Drive, Suite 100 Fort Collins, CO 80525 Tel: 970/215-4099 May 15, 2013 Mr. John Stephen Senior Buyer City of Fort Collins Colorado 215 North Mason Street, 2"d Floor Fort Collins, CO 80524 RE: Request For Proposal Proposal No. 7510 Project Management Services Dear Mr. Stephen, Program Management WTW For Structures & Infrastructure I am extremely pleased to offer this proposal for project management services where Wm.T. Welch Company, LLC and associates would serve as part of the City of Fort Collins Colorado's Project Management Team. We hope to enable the City's' and Woodward's mutual commitments for the success of the Woodward project. Project monagement is all about organizing and integrating human and physical resources so a project is completed within the specified cost, scope of work, and schedule constraints. The project manager must acknowledge that the additional dimensions of unfamiliarity, complexity, and stake also define the work effort. Unfamiliarity speaks to the often -unstated fact that all projects are prototypical; the number of variables are too great for complacency, everything must be managed. Complexity is demonstrated by the lack of repetition of the processes, the expansion of necessary professional skill sets, and an unusual variety and quantity of organizational interfaces. And, finally, stake is determined by how much a successful project enhances stakeholders' financial position, their position in their community, and their goal achievement potential. The Woodward project embodies these additional project dimensions to an enormous extent. The Woodward project is a huge win for the City of Fort Collins and all its stakeholders. The Project Management Team must follow through on successfully delivering the construction and development portions of the project so that stakeholders' potentials are maximized. Wm. Welch Company wants to contribute to and share in those potentials. CONSULTANT BACKGROUND: Wm.T. Welch Company, LLC was established in December 2006 with three primary missions: 1. Provide professional project management services for capital projects to end user clients whose focus is on managing their business rather than on project delivery of the built environment. This mission has been expanded over the years to include capital projects for public sector clients and not -for - profit entities whose focus is on accomplishing their missions. 2. Promote, develop and deliver transportation, utility, and social infrastructure projects with public - private partnerships where the delivered cost, scope of work, and schedule outcomes and financial results of the project positively exceeds the expectations of both individual parties'. 3. Work on unique and exciting projects with people who have an ethical vision for working within the existing built environment so that the outcome of the effort is more globally impactful than their own needs. The Woodward project appears to be a superior example of a project where all these mission points intersect. My proposed team and myself have been preparing our entire careers for an opportunity to contribute to a project of this significance. William T. Welch AIC-CPC, MCIOB Representative Project Experience Representative Projects: Rialto Bridge Building, Loveland, CO Private Developer's Project Manager 21,000 sf urban-infill mixed -use public -private -partnership project between the City of Loveland and Rialto Bridge, LLC, a private developer. Project included demolition of existing mid -block structures and hazardous material abatement. Troy Peterson Rialto Bridge, LLC ICO Flagstone Partners, LLC 7400 Sunrise Ridge Loveland CO 80538 (970) 567-9770 troy@flagstonepartners.com North College Marketplace, Fort Collins, CO Owner's Preconstruction Project Manager - Infrastructure and Site Development 29-acre Retail Development and pad sites. Project was public -private partnership between the North College URA and 1908 North College, LLC, a private developer. Project included subgrade improvement construction, constructing on -site and off -site public improvements infrastructure, and wetland mitigation and enhancements on one of the most difficult to develop parcels in north Fort Collins. Significant public outreach and collaboration with City Staff required. Blaine Rappe 1908 North College, LLC ICO: Loveland Commercial, LLC 1043 Eagle Drive Loveland CO 80537 (970)667-7000 x101 .brappe@lovel(indcommercial.com Leslie The Cleaners Remediation Project. Loveland, CO City of Loveland Project Manager Project included remediation of asbestos containing materials from existing structures prior to demolition of structures, remediation of petroleum -contaminated soils by excavation and replacement with clean fill materials on a site owned by the City of Loveland. Final site condition is pad ready site for development. Project required significant collaboration with purchasing department, legal, risk management, engineering and economic development office. Mike Scholl City of Loveland Colorado 500 East Third Street, Suite 310 Loveland CO 80537 (970)962-2607 Mike.Scholl@cityofloveland.org Owner Representation - Preconstruction Services - Independent Business Development Services William T. Welch AIC-CPC, MCIOB Representative Project Experience Orthopaedic and Spine Center Of The Rockies Addition/Remodel Project. Fort Collins. CO OCR's Project Manager Project includes flood plain realignment, CLOMP/LOMR processes and planning, 10,000 sf administrative office and clinical space addition and 60,000 sf of renovation. Significant collaboration with City of Fort Collins Flood Plain management team and City Staff. Mike Bergerson Orthopaedic and Spine Center Of The Rockies 2500 East Prospect Road Fort Collins CO 80525 (970) 493-0112 mbergerson@orthohealth.com Timnath Connell Pit Project, Lorimer County, CO Connell Resources, Inc's Project Manager Project included full development of 140-acre gravel pit near southeast Fort Collins. Project included permitting through state and county special review processes for gravel operations as well as asphalt plant and gravel crushing operations. Wetland delineation and ultimate excavation coordinated through the U5ACE. Project required negotiation with contesting landowner to the south of the project. Solution was to construct groundwater recharge pond system with extensive French drain to stabilize groundwater elevations in the area. Ben Connell Connell Resources, Inc 7785 Highland Meadow Parkway, Suite 100 Fort Collins, C080528 (970) 223-3151 bconnell@connellresources.com Owner Representation - Preconstruction Services - Independent Business Development Services Jennifer Anderson Torrey, RLA, LEED AP Representative Project Experience 1. Ben Connell Connell Resources 7785 Highland Meadows Parkway, #100 Fort Collins, CO 80528 970.223.3151 bconnell@connellresources.com ❑ TCP Redevelopment. This 240 acre site in Larimer County is located east of 1-25 and South of County Road 38, West of County Road 5, and North of County Road 36. Jennifer is leading the entitlement process for this project. Her scope of services includes master planning, annexation into Town of Timnath, and zoning of the property. She is providing coordination between stakeholders, she is the keeper of the open items list, updates the project schedule, and prepares / compiles submittal documents. Jennifer is working closely with the project civil engineer and the clients on the master planning of the project. This project is currently in the entitlement review and approval process. ❑ Thompson Pit Reclamation /Saddle Mountain Ranch. This project involved reclamation of the Thompson Pit into a high end residential estate development. The site is located near Steamboat Springs, Colorado. The entitlement for this project followed the LPS process in Routt County. The approval was granted in 2008. The project has been constructed and the lots have been sold. In addition to coordinating the entitlement process, Jennifer provided design services for this project: reclamation planting plan, road and driveway alignment, lot layout, location of building envelopes, entry sign design, planting plan, seeding plan, conceptual grading of roads and driveways, and trail layout. She also provided design for common area site amenities: beach, boat ramp, boat house, tennis courts, seating areas, wetlands boardwalk, pedestrian foot bridge, retaining walls, entry sign, way -finding signs, and streets signs. Jennifer worked closely with the clients, the local surveyor, civil engineer, and county staff throughout the entitlement process. She fulfilled her services in a timely manner and met all project deadlines. 2. Tom Dugan PineCrest 4225 Westshore Way Fort Collins, CO 80525 970.226.1655 tompinecrest@gwest.net ❑ Mountain View Fire Protection District Facility. This 1.9 acre site is located along the south side of State Highway 119 in Longmont, Colorado. The property is zoned C-3 (Business - Commercial). Police and fire station facility are uses allowed by right within the C-3 zone district. This entitlement for this project followed the Weld County Site Plan Review Process. The landscape plan was prepared in compliance with Weld County Code design requirements of Chapter 26, 1-25 Regional Urbanization Area. Plans were approved in early 2013. Site construction is just beginning. During this project Jennifer worked closely with the client, the 1 Jennifer Anderson Torrey, RLA, LEED AP Representative Project Experience architect and the civil engineer. She fulfilled her services in a timely manner and met all project deadlines. ❑ Serrotooa Falls Phase 2. Phase 2 of this single family residential development consists of 47 residential lots, 25 acres of open space, and associated streetscape and roundabout planting area. The site is located within Timnath town limits on the East side of County Road 5 and North of Prospect Road. Approval for phase 2 was granted in 2008. While providing landscape architectural design services for this project, Jennifer kept constant and open communication flowing between design team members as well as with the clients. She provided services in a timely manner and met all project deadlines. 3. Don Macy Macy Development Company 650 S. Cherry St., #1400 Denver, CO 80246 303.321.8888 MacyDevelopment@aol.com ❑ Bristol Pointe Apartments. This multi -family residential project in Loveland, Colorado is located off South Taft Avenue and 16`h Street SW. The entitlement process for this project followed the City's Special Review process. There are eleven apartment buildings, club house, pool, and several large common open spaces. The site approval for this project was recently granted. Construction will begin soon. Jennifer provided landscape architectural design services for this project. Throughout the entitlement process, she kept open communication flowing between design team members as well as with the clients. She worked very closely and effectively with City of Loveland staff to provide a design to achieve client desires and meet staff requests. She provided services in a timely manner and met all project deadlines. 4. Lori D Gafner, V.P. Construction Services Tatum Real Estate, Inc 255 Linden Street, Ste 210 Fort Collins, CO 80524 970.282.1048 0 970.980.9688 M LGafner@tatumre.com ❑ Family DollorStore. This 0.79 acre site in Cheyenne, Wyoming was rezoned to Commercial Business. The Family Dollar application was processed administratively through the City of Cheyenne Site Plan Map review process. Final approval has been granted in 2013. Construction will begin soon. Jennifer worked closely with the client, design team and city staff to provide a design solution highly satisfactory to all stakeholders. She provided her services in a timely manner and met the quick turn -around time frames dictated by the project schedule. ❑ Prior work with Lori includes entitlement processing, site plan development and landscape plan preparation for several Eckerd Drug Stores in Northern Colorado. 2 Jennifer Anderson Torrey, RLA, LEED AP Representative Project Experience 5. Chris La Plante, Vice President Multifamily Design & Construction McWhinney 2725 Rocky Mountain Avenue, Suite 200 Loveland, CO. 80538 970.776.4020 chrisl@mcwhinney.com ❑ Lake Vista Luxury Apartments. This is a LEED for Homes Silver certified project with over 300 apartment units. This resort community is located in Loveland, Colorado on 16 acres of lake front property with westward mountain views. This green resort provides high quality amenity spaces for residents: outdoor dining/kitchens, pool, spa, fire pits, picnic areas, community vegetable gardens, and beautiful xeriscape gardens. Through careful site planning, over 2 acres of remnant prairie were preserved; additional areas of prairie and wetlands were. restored. Jennifer led the entitlement process as well as providing site design, landscape architectural design and project management for this project. The entitlement process required both City submittals / approvals and Centerra DRC submittals / approval. This process involved leading many design team meetings, providing coordination for a large project design team, providing constant communication between design team and clients as well as city review staff and Centerra DRC members. Jennifer completed all project tasks in a timely manner according to the aggressive time schedule set for this project. This project was constructed in 2011-2012. ❑ The Greens at Van de Water. This 348 unit apartment complex was designed for families and pets in mind, offering residents the following outdoor amenities: community kitchen, fitness center plaza, cyber cafe patio, spa, pool with interactive water features and cabana seating, putting green, fire pit, dog park, walking trails, community vegetable gardens, picnic areas, playgrounds, and large open play fields. Jennifer led the entitlement process as well as providing site design, landscape architectural design and project management for this project. The entitlement process required both City submittals / approvals and Centerra DRC submittals / approval. This process involved leading many design team meetings, providing coordination for a large project design team, providing constant communication between design team and clients as well as city review staff and Centerra DRC members. Jennifer completed all project tasks in a timely manner according to the aggressive time schedule set for this project. This project was constructed in 2012. ❑ Arbour Square Apartments. This multi -family development provides a sophisticated urban living environment. The site is connected to the Orchard Town Center in Westminster, Colorado by a grand pedestrian promenade. A large urban courtyard provides year-round luxurious outdoor amenities to residents: living rooms, kitchen and dining areas, formal open space, reflecting pool, spa, swimming pool with infinity water features, gardens, seating areas with fire bowls and fireplaces. Jennifer provided landscape architectural design for this project. The entitlement process required both City/County submittals / approvals and private master developer submittals / approvals. This process involved providing coordination for a large project design team, providing constant communication between design team and clients as well as city review staff. Jennifer completed all project tasks in a timely manner according to the aggressive time schedule set for this project. This project was constructed in 2012. Erich Purcell Representative Project Experience Hokulia Master Planned Community. Kona HI ($1 Billion) 2006 - 2011 Assistant Engineering Manager. on 1500 acre luxury golf subdivision consisting of 650 estate home sites, 18 hole golf course, golf and beach club facilities, natural and cultural preservation areas. Off site improvements included 5 miles of new highway construction, electrical substation, development of potable water well and associated distribution. Coordinated engineering/master planning consultants, utility companies, government agencies, and contractors to meet project specifications and owner expectations. Provided direct link between in field construction activities and development/design teams. Reviewed and directed design efforts for quality, overall site compatibility, constructability, and value. Assisted in permit acquisition and administration as well as archeological, cultural, and environmental preservation efforts. Additional assignments following funding stop included coordination of construction and site maintenance activities, pay application review and approval, preparation of due diligence documents for prospective purchasers of project debt, and contract review/administration. Kirk Lazaruk (818) 421-5546 Magic Sky Ranch Redfeather CO ($3.4 million) 2005 - 2006 (Denver Region Council Girl Scout Camp) Project Manager for 800 acre wilderness recreational site development package. Work consisted of road pioneering, water supply system including 200,000-gallon storage tank, water and sewer distribution systems, and storm drainage improvements. Main responsibilities included day-to-day direction of crews and subcontractors, design clarification and value engineering with project engineers. Negotiated GMP contract deliverd on time and within budget. Bryan Smith (720) 428-0785 Reconstruction of Lorimer County Rd 21 (Overland Trail) ($1.2 million) 2005 Project Manager for road widening construction project. Work consisted of roadway pulverization, widening, asphalt paving, and upgraded irrigation and drainage. Main responsibilities included management of onsite crews, utility conflict resolution, public notification, and claim resolution. A+B Contract delivered ahead of schedule. Resolved multiple utility conflicts with strong partnership with county while still maintaining schedule and providing best value to County. Todd Juergens (970) 481-5450 Lorimer County Misc. Construction Contract 2002, 2003, 2004 ($740,000) Project Manager/Estimator for annual indefinite delivery/indefinite quantity construction contract for Lorimer County. Consisting of various work including asphalt paving/patching, structural and flotwork concrete, water, storm, and plate arch pipe installation, and grading. Multi year contract awarded on strength of contractor, pricing both hard bid and negotiated work, and schedule management. Emphasis on partnering for construction methods, scheduling, value engineering, and public relations. Todd Juergens (970) 481-5450 Fort Collins 2001, 2002, 2003 Overlay Project ($1.2 to $1.6 million yearly) Project Manager for annual streets maintenance contract for the City of Fort Collins. Work consisted of asphalt paving, patching, and utility adjustment throughout city. Over 28,000 tons of Hot Mix Asphalt yearly. Strong emphasis on scheduling and coordination working with three separate departments at 10 different site locations. Contract awarded by renewal based on success and teamwork with city in previous years. Rick Richter (970) 221-6798 Wm.T. Welch Company, LLC a Colorado limited liability company 1315 Oakridge Drive, Suite 100 Fort Collins, CO 80525 Tel: 970/215-4099 William T. Welch AIC-CPC, MCIOB/Manager wwelch@wmtwelch.com www.linkedIn.com/in/wmtwelch 970/215-4099 Profile: William Welch is a certified professional constructor with 30 years project management experience. Will has worked exclusively in Northern and Western Colorado and Southern Wyoming for the last 17 years. His service offering to clients includes all aspects of project management, preconstruction services, and project delivery. His project experience includes public infrastructure, industrial, hospitality, retail, commercial office, and medical buildings. Project Management WTWFor Structures & Infrastructure r Will has extensive experience in owner representation and advocacy, project programming, feasibility studies, site selection, entitlement negotiation, contracting strategies and construction operations. He has particular experience working on developing difficult sites including public outreach, CLOMP/LOMR processes, HEC/RAS modeling, and groundwater stabilization. He is very accustomed to working on project teams with large numbers of difference stakeholders. Will supports clients making complicated project decisions impacting cost, scope of work and schedule by applying a practical nature, in the trenches project experience, and an inquisitive academic spirit to convert information into actionable understanding. He is often included in unique or prototype projects where client concerns include project unfamiliarity, complexity, and high stakes for success. He recently completed a liberal arts masters degree program focusing on sustainable community development, political economics, political risk assessment, and natural resource development. His graduate research studied infrastructure redeployment following natural disasters in developing countries. The research question was whether disaster recovery outcomes yielded improved economic opportunities, environmental sustainability and infrastructure resiliency for the impacted economy. Education: Colorado School of Mines, Golden, CO International Political Economy of Resources M.S. 2011 Colorado State University, Fort Collins, CO Industrial Science: Construction Management M.S. 1985 Industrial Construction Management B.S. 1981 Professional Affiliations Certifications American Institute of Constructors Certified Professional Constructor Chartered Institute of Building (Intl.) Chartered Builder Construction Institute Master Builder American Society of Civil Engineers Colorado State University CM Advisory Board Owner Representation - Preconstruction Services - Independent Business Development Services Torrey Design Studio, LLC Voice: 970.214.6314 torreydesignstudio@comcast.net Jennifer AndersonTorrey, RLA, LEED AP Principal / Landscape Architect / Project Manager Profile Jennifer has over 20 years experience in the field of landscape architecture; 17 of these years have been in Northern Colorado. She is LEED accredited and licensed as a Landscape Architect in the states of Colorado and Wyoming. Jennifer has a depth of experience as both a project manager and project landscape architect. She is accomplished in taking projects from conceptual design to construction detailing. She is highly competent in leading design teams through the entitlement process, keeping lines of communication open between team members, leading team meetings, and maintaining an open items list. Her private and public project experience includes: schools, commercial/retail, office, medical, industrial, residential, and multi -family residential. Jennifer provides open, honest, effective communication with clients and team members. She values each team member's input and effectively provides essential coordination between project disciplines, which is vital to the success of any project. She is skilled at maintaining a clear view of the overall project vision while keeping close track of critical project details. Software Jennifer is highly experience in AutoCAD and Microsoft Word, Excel, Project, Power Point, Outlook. Jennifer is proficient in Sketch -Up Pro, Adobe: Photoshop,-Illustrator, and Page Maker. Education / Certifications MS Landscape Architecture, University of Wisconsin — Madison BLA Landscape Architecture, Iowa State University 1994 1991 Registered Landscape Architect in the State of Colorado, LA 360 2009-2013 Registered Landscape Architect in the State of Wyoming, LA 0064B 2002-2013 LEED AP Certification, USGBC 2009 Colorado Master Gardener Certificate Training — CSU Cooperative Extension 2006 Construction Documents Technologist Certification from CSI 2002 Professional Affiliations Advisory Committee Member for the Larimer County Plug Into Nature Program 2011-2012 Member of American Society of Landscape Architects 1997-2010 Staff liaison for Centerra Design Review Committee in Loveland, CO 2001-2003 Honors / Awards ASLA Colorado Chapter: Honor Award for Design (Xeriscape Demonstration Gardens) 2005 ASLA Merit Award for Excellence in the Study of Landscape Architecture (Univ. of Wisconsin) 1995 ASLA Honor Award for Excellence in the Study of Landscape Architecture (Iowa State Univ.) 1991 Publications Master's Thesis (1994) and National Park Service Publication, Pictured Rocks Resource Report, PIRO 96-01 (Jan. 1996): "Use of Measurement Techniques and Management Standards to Define Acceptable Conditions in Backcountry Campsites at Pictured Rocks National Lakeshore, Michigan" Wm.T. Welch Company, LLC a Colorado limited liability company 1315 Oakridge Drive, Suite 100 Fort Collins, CO 80525 Tel: 970/215-4099 Erich Purcell / Project Manager I Erichpurcell@hotmail.com www.linkedin.com/pub/erich-purcell/64/4b2/7a5/ 808/896-1736 Profile: Erich Purcell is a project manager with experience in heavy highway, site development, and master -planned communities. Having worked primarily in Colorado and Hawaii, Erich understands the importance of delivering projects that are not only successful for his clients but support local community values and the environment. His greatest offering to clients is versatility. He is a utility player that transitions seamlessly from executive level planning, budgeting, and management tasks to practical boots on the ground field leadership. Along with management versatility he brings technical competence in all areas of civil construction with an emphasis on asphalt paving and geotechnical applications. Project WTW Management For Structures d Infrastructure Erich has contributed to projects both as contractor and owner's representative. As a contractor he has worked on projects including roadway reconstruction and maintenance, intersection reconstruction, building site development packages, airports, underground utilities, drainage structures, and recreation areas. On these projects Erich has performed all aspects of project management including estimating, subcontract management, scheduling, daily oversight, client and public communication, safety, and quality assurance. As an owner representative Erich has experience in master -planned community development. This includes site planning, entitlement, engineering management, life of project cost estimations, permitting, contracting, utility design and relocation, offsite improvements, floodplain mitigation, as well as cultural and environment preservation. As both a contractor and owners representative Erich has established success with alternative contracting processes such as indefinite delivery indefinite quantity, A+B, and negotiated contracts. Erich provides his clients with dependable no-nonsense field management and practical real world design solutions. His passion for constructing, and enthusiasm for the complex allow him to deliver on a vast array of projects for clients and provide best value for all project stakeholders. Education: University of Kansas, Lawrence, KS Civil Engineering M.S. 2000 Civil Engineering B.S. 1998 Owner Representation - Preconstruction Services - Independent Business Development Services City of /'Fort Collins ��IIIIIIIIPurchas ADDENDUM NO. 1 SPECIFICATIONS AND CONTRACT DOCUMENTS Description of BID 7510: Project Management Services OPENING DATE: 3:00 PM (Our Clock) May 15, 2013 Financial Services Purchasing Division 215 N. Mason St. 2n° Floor PO Box 580 Fart Collins, CO 80522 970.221.6775 970.221.6707 fcgov.com/Purchasing To all prospective bidders under the specifications and contract documents described above, the following changes/additions are hereby made and detailed in the following sections of this addendum: Exhibit 1 — Questions & Answers Exhibit 2 — Council Approved Agreement with Woodward Please contact John Stephen, CPPO, LEED AP, Senior Buyer at (970) 221-6777 with any questions regarding this addendum. RECEIPT OF THIS ADDENDUM MUST STATEMENT ENCLOSED WITH THE ADDENDUM HAS BEEN RECEIVED. Addendum Received: BE ACKNOWLEDGED BY A WRITTEN BID/QUOTE STATING THAT THIS Wm.T. Welch Company, LLC 5/15/2013 Mr. John Stephan City of Fort Collins Colorado Project Management RFP Submittal Page 2 Program Management WTW For Structures & Infrastructure My contribution to projects comes from a broad and deep background in project management earned from 30 years of experience working on hundreds of projects in 20+ states. The reason Clients include my services in projects is to control the risks of unfamiliarity, complexity, and stake. I work extremely hard to ensure all stakeholders on a project have the opportunity to experience success by thoughtful approaches to risk management. Successful stakeholders generally want other stakeholders to be successful as well. I have been working collaboratively with ad hoc teams of subject matter professionals since inception of the company. However, based on my understanding and interpretation of the RFP, I am proposing to provide subject matter project managers for this project. PROJECT APPROACH: The project approach will be defined by the information contained in the RFP and Addendum No. 1, and as yet undefined specific requests of the City for staff extension. We are proposing that the project be divided into a manageable work breakdown structures. Senior project manager will have overall management and accountability for assigned portions of the project in concert with City Staff. Subject matter project managers will then be appointed to be accountable each project component. The subject matter expertise breakdown that we have considered is: Will Welch, AIC-CPC, CIOB Senior Project Manager: Overall cost, scope of work, schedule and stakeholder engagement Jennifer Anderson Torrey, RLA, LEED AP, Project Manager II: Planning processes, entitlements, public outreach, permitting processes, landscape architecture, sustainability Erich Purcell, Project Manager I: Engineering, f loodplain map revision processes, constructability, cost analysis, fieldwork coordination To Be Determined, Scheduler: Creation and periodic maintenance of the project schedule and sub -networks This management by subject matter expert structure is conceptual and will require significant input from stakeholders. It is assumed that all positions are committed to the project on an as needed, part-time basis. The actual time commitment will be established by contract negotiation and project phase. I have many years of experience working with Jennifer Torrey on a collaborative basis both as service providers to other clients and with her providing professional services to me as her client. Erich Purcell worked under my direct supervision for over 5 years as a project manager with Connell Resources, Inc. The projects overall scope of work as we understand it is: a. +/- 31 acre river restoration area/natural area construction b. Interim Lincoln Avenue Improvements collaborating with the Lincoln Area Catalyst Project. c. Lemay Avenue Improvements including collaborating with planning, design and construction of: double left turn lanes from southbound Lemay onto eastbound Mulberry Street; proposed commercial area on the Link-N-Greens site; and Woodward project. d. Relocation of PRPA transmission lines per IGA requirements collaborating with City departments to decrease impact to the river restoration/natural area and setback of the power lines from Lemay Avenue to allow visual buffering of the lines by trees. e. Additional, as yet unexpected, necessary scopes of work will also present themselves as part of collaborating on the project. Mr. John Stephan City of Fort Collins Colorado Project Management RFP Submittal Page 3 Program Management W 1T W For Structures $ Infrastructure Schedule assumptions include project initiation May 2013 with completion by December 2016 The scope of work definition and work breakdown structure will require intensive collaboration with many stakeholder teams including Woodward, City staff, design and construction professionals, and the general public. We have exceptional long-term professional relationships with City departments including: City Manager's office, planning, engineering, streets, park planning, and natural areas among others. We have many years experience working with Mortenson Construction who has been selected as the CM/GC for the on -site Woodward construction project. We also have long-term professional relationships with design firms working on the Woodward project including: Anderson Consulting Engineers, BHA Design, and Interwest Consulting. SCOPE OF WORK (SCOPE OF SERVICES): Based on the Professional Services Agreement included in the RFP, project management is to be a negotiated fee -based service where the project manager is responsible exclusively to The City of Fort Collins Colorado for facilitating and advising the City during those phases of the planning, design, construction phases, or portions thereof of the project as requested by the Client. The project manager represents the interests of the City in its dealings with Woodward, design and construction professionals, City Staff, and all other private and public entities. The project manager does not contract directly with designers, contractors, private entities or public agencies for services or goods. The potential project manager services are outlined in Exhibit A - Summary of Services as the basis of scope of services negotiation. LIST OF DELIVERABLES: The potential project manager services are attached as Exhibit A - Summary of Services as the basic of scope of services negotiation. RELEVANT EXPERIENCE: Subject matter project manager's relevant experience and references are attached as Exhibit B PROJECT MANAGER: The primary project manager will be Will Welch. PROJECT BUDGET (COMPENSATION AND REIMBURSABLE EXPENSES) Cost Item Description Quantity Man -Hours Unit Extended Per Unit 1. Project Initiation/Setup: 1.0 each $ 1,000.00 $ 1,000.00 2. CGL/Professional Liability Insurance 3.0 years $ 3,700.00 8,100.00 3. Senior Project Manager 1.0 $ 130.00 130.00 4. Project Manager II 1.0 $ 125.00 125.00 5. Project Manager I 1.0 $ 90.00 90.00 6. Project Scheduler 1.0 TBD TBD 7. Reimbursable Expenses TB TBD TOTAL $ 0.00 The stated compensation includes payroll/contract employee expense, overhead, profit, and auto mileage reimbursement for travel within 20 miles of the project site and local telephone calls. Expenses incurred in connection with the project such as long distance transportation, airfare, meals, or lodging for travel, charged telephone calls/facsimile transmissions, overnight deliveries, courier services, professional service sales taxes, and cost of document reproduction will be billed at 1.25 times the actual cost Mr. John Stephan City of Fort Collins Colorado Program Management Project Management RFP Submittal `A YV TW YV For Page 4 Structures & Infrastructure incurred. Reimbursable auto mileage, travel outside 20 miles of the project site, will be charged at $0.565/mile or the then applicable IRS permitted rate. RESUMES See Attached Professional Biography's attached as Exhibit C ADDITIONAL MATERIALS: Addendum No. 1 acknowledged. The fact that this project is advancing is a significant win for the City of Fort Collins and all project stakeholders. We sincerely wish to be contributing members of the Project Management Team that participates in this project's success. We look forward to working with the City of Fort Collins Colorado and all the stakeholders on this project. If you have any questions about this RFP response please let us know. Sincerely, Wm.T. Welch Company, LLC 9=1. /�& William T. Welch AIC-CPC, MCIOB Principal/Manager Mr. John Stephen City of Fort Collins Colorado 7510 Project Management Services RFP May 15, 2013 EXHIBIT A — Summary of Services Project Management For WTWStructures & Infrastructure The services of the Project Manager (PM) for this proposal include those summarized below. INCLUDED NOT REMARKS: INCLUDED PROGRAM/CONCEPTUAL DESIGN PHASE 1. Review Site Requirements and Space Needs Assessment And Update Project Program 2. Project Committee Support and Resource 3. Provide Contracting and Project Delivery Systems Alternatives Analysis Including LEED requirements 4. Review Design RFP/RFQ Requests and Responses 5. Assist In Awarding/Executing Design Contracts And Work Plan Creation 6. Coordinate Designer's Program Phase Pre -Design Scope -Of - Work and Project Development Work Plan 7. Visit Proposed Site and Document Observations and Opinions S. Facilitate, Document And Prepare Conceptual Project Schedule Development 9. Prepare Program Phase Predesign Estimate (Including Allowances, Targets, Contingencies and Reserves) and Project Budget 10. Facilitate Preparation of Program Phase Design Criteria and Project Parameters 11. Prepare (If Required) RFP/RFQ For Other Design Consultants and Compile List of Potential Design Consultants (Geotechnical, Environmental, Real Estate) 12. Assist In Preparing Bid/RFP/RFQ Documents for General and Trade Contractors (If Long Lead Time Items Identified) 13. Prepare Document Management System Control Structure Including Project Naming and Drawing Title Block Conventions 14. Prepare Program Phase Project Parameter, Cost, Scope and Schedule Report 15. Facilitate, Manage and Document Meetings D--. 1 . f 1 Mr. John Stephen City of Fort Collins Colorado 7510 Project Management Services RFP May 15, 2013 Project Management For WTWStructures & Infrastructure INCLUDED NOT INCLUDED REMARKS: SCHEMATIC DESIGN PHASE 1. Review Program/Conceptual Phase Project Parameter, Cost, Scope and Schedule Report with Project Team 2. Review Design Professionals' Preliminary Evaluation of Project Program, Schedule and Budget Requirements. 3. Assist Design Professionals' Evaluation of Alternative Approaches to Design and Construction of the Project. 4. Assist in Selection of Project Building Systems and Materials 5. Assist in Determining Need for Special Studies and Reports 6. Consult with City of Fort Collins Departments and Other Public Agencies for Permitting and Approval Processes 7. Assist in Review of Public Records and Documents 8. Review Design Professional's Schematic Design Documents Illustrating the Scale and Relationship of Project Components. 9. Document and Report Project Scope Changes From Program Phase 10. Update Program Phase Design Criteria 11. Facilitate Preparation of Schematic Design Phase Estimate 12. Facilitate Preparation of Schematic Design Phase Schedule 13. Compare Budget, Program Phase Estimate and Schematic Design Phase Estimate 14. Select Geotechnical Consultant and Prepare Preliminary Geotechnical Evaluation 15. Suggest Possible Changes to Manage Project Budget 16. Initiate Project Permitting Management 17. Prepare Schematic Design Phase Cost, Scope and Schedule Report 18. Facilitate, Manage and Document Meetings Mr. John Stephen City of Fort Collins Colorado 7510 Project Management Services RFP May 15, 2013 Project Management For T1 1 Structures & Infrastructure INCLUDED NOT INCLUDEDREMARKS: DESIGN DEVELOPMENT PHASE 1. Review Schematic Design Phase Design Parameter, Cost, Scope And Schedule Report With Project Team 2. Review Design Professionals' Design Development Phase Documents Fixing And Describing Project Size And Character 3. Facilitate Constructability Review 4. Document And Report Project Scope Changes From Schematic Design Phase 5. Facilitate Preparation Of Design Development Phase Construction Scope -Of -Work 6. Review Or Edit Preliminary Quantity Surveys 7. Facilitate Preparation Of Design Development Phase Estimate 8. Facilitate Preparation Of Design Development Phase Schedule 9. Compare Budget, Schematic Design Phase Estimate And Design Development Phase Estimate 10. Suggest Possible Changes To Manage Project Budget 11. Submit Design Development Documentation For Approval 12. Prepare Design Development Phase Cost, Scope And Schedule Report 13. Facilitate, Manage and Document Meetings CONSTRUCTION DOCUMENTS PHASE 1. Review Design Development Phase Cost, Scope And Schedule Report With Project Team 2. Evaluate Elements to be Designed by Specialty Consultants Or Subcontractors And Coordinate Design Criteria Of Specialty And Pre -Engineered Elements 3. Review Design Professionals' Construction Document Phase Documents P....e 'i ..E q Mr. John Stephen City of Fort Collins Colorado 7510 Project Management Services RFP May 15, 2013 Project Management For WTWStructures & Infrastructure NOT INCLUDED INCLUDED REMARKS: 4. Evaluation of Construction Documents for ADA X 5. Assist in Coordination With Governmental Authorities For Permitting And Approvals 6. Document And Report Project Scope Changes 7. Prepare RFP For Testing And Inspections and Identify Potential Consultants 8. Assist In Checking And Coordinating The Documents 9. Assist In Determining Which, If Any, Construction Procedures Shall Be Submitted For Review by Design Professionals 10. Coordinate Construction Document Revisions Required By Governmental Authorities Or Recommended By Peer Reviewer 11. Facilitate Preparation Of Construction Document Phase Estimate 12. Facilitate Preparation Of Construction Document Phase Schedule 13. Review Project Soft Cost Budget 14. Suggest Possible Changes To Manage Project Budget 15. Assist Legal Counsel In Drafting Construction Contract 16. Analyze Construction Document Phase Final Estimate in Program Phase Estimate Breakdown to Provide Historical Data for Future Projects 17. Prepare Construction Document Phase Cost, Scope And Schedule Report 18. Facilitate, Manage and Document Meetings CONSTRUCTION ADMINSTRATION PHASE 1. Assist in Evaluating Contractors' Qualifications 2. Coordinate Addenda And Clarifications P.. . A .9 A Mr. John Stephen City of Fort Collins Colorado 7510 Project Management Services RFP May 15, 2013 Project Management For WTWstructures & Infrastructure INCLUDED INOCLUDED REMARKS: 3. Facilitate Pre -Proposal And Pre -Bid Conferences 4. Assist In Proposal Evaluations, Compare Budget And Construction Document Phase Proposals And Recommend Corrective Measures, If Needed. 5. Assist In Establishing CA Phase Communications And Documentation Procedures 6. Assist In Establishing Procedures For Testing And Inspections 7. Assist In Confirming Submittal Procedures S. Assist In Selection Of Testing Agency 9. Submittal Facilitation 10. Exhaustive or detailed examination of every aspect of the Work in Progress X 11. Make Site Visits And Prepare Site Visit Reports At Intervals Appropriate To The Stage Of Construction 12. Review And Distribute Testing/Inspection Reports And Initiate Appropriate Action To Those Reports (If Required) 13. Assist In Reviewing Change Orders 14. Review Project Soft Cost Budget 15. Prepare Construction Phase Cost, Scope And Schedule Report 16. Facilitate, Manage and Document Meetings ADDITIONAL SERVICES Modify this Exhibit to list all the work the Client anticipates contracting for on this Project D.... e 9 F F