Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
Steel Freeman packt material 2
iC -1 --og WESTLAKE Town of Westlake Request for Qualifications/Proposals Arts and Science Center Attn: Mr. Troy J. Meyer Director of Facilities Town of Westlake 3 Village Circle Suite 202 Westlake, TX 76262 April 14, 2008 STEELE & FREEMAN, INC. 1. Qualification Statement CONSTRUCTION MANAGERS•GENERAL CONTRACTORS 1301 Lawson Road • Fort Worth,Texas 76131 2. Current Work 3. Work over last five years Relevant Experience !!gig4. Financial Statement 5. Claims & Suits Town of Westlake Request for Qualifications/Proposals 6. Letters of References Arts and Science Center Attention: Mr.Troy J. Meyer Director of Facilities 7. A305 Contractor's Town of Westlake 3 Village Circle Suite 202 Qualification Statement Westlake,TX. 76262 April 14, 2008 8. Fee Proposal STEELE & FREEMAN, INC. CONSTRUCTION MANAGERS•GENERAL CONTRACTORS 1301 Lawson Road • Fort Worth,Texas 76131 Qualifications Statement Request for Qualifications I Construction Management Services Town of Westlake Arts and Sciences Center Contents Section I - Executive Summary...................................................................................................2 Section 11 -Corporate Information.............................................................................................3 SectionIII - Experience................................................................................................................4 Section IV- Proposed Team and Approach to Projects........................................................ 9 SectionV -Safety...................................................................................................23 STEELE & FREEMAN, INC. CONSTRUCTION MANAGERS•GENERAL CONI RACTORS 1301 Lawson Road • Fort Worth,Texas 76131 Qualifications Statement Request for Qualifications I Construction Management Services Town of Westlake Arts and Sciences Center Section I - Executive Summary A. Include name, address and telephone number of the firm submitting the qualification statement, a summary of the firm's interest in the project, and the name of one or more individuals authorized to represent the construction manager in its dealings on a contractual basis. FIRM INFORMATION AUTHORIZED REPRESENTATIVES Steele & Freeman, Inc. Michael Freeman - President 1301 Lawson Road Darrell Benton ® Executive Vice President Fort Worth, Texas 76131 Conan Mathson-Vice President/Operations 817-232-4742 phone David Marsh-Vice President 817-232-9113 Jerry Mulkey- Project Executive Steele & Freeman appreciates the opportunity to submit our Statement of Qualifications to the Town of Westlake for Construction Management Services. We count it a privilege to be invited to submit for this exciting project. We feel very confident that we are qualified to pursue this work and that our collective talents, experience, and abilities have equipped us to be the right choice for Town of Westlake in this endeavor. Our previous and current project experiences are sources of pride for our firm and are among what we consider to be the chief qualifications for this work. We are principally a CM-At-Risk firm with over$500 million in CM-At-Risk projects in our portfolio. We consider ourselves to be one of the foremost CM-At-Risk firms in Tarrant County, which we have called home for almost 30 years. We have worked very hard to build and preserve our reputation as a competent and customer service oriented firm. Much of our business comes from repeat clients who return to us for most if not all of their projects. Another factor that we consider to be a crucial qualifier of our firm for this work is that we have worked with many municipalities on projects such as city halls, municipal annexes, jails, court buildings, police facilities, recreations centers, and more. We have found that working with municipalities is very challenging and rewarding in that we must work with multiple individuals, committees, facilities staff, etc. in a organized and efficient manner in order to accommodate all of the Owner's needs. Our philosophy is one of working together, arm in arm, toward the goal of exceeding the Owner's expectations and goals through whatever means necessary. This approach has earned us the nick-name of the "Can-Do-Crew". We approach every project with this mentality; that obstacles are there to be overcome and that we "Can Do" whatever it takes to make each project a success both for the Owner and for our firm. Finally, we possess the skills, management services, and technology to effectively undertake this project, including qualified personnel who are LEER certified and others who are currently working toward LEED certification. We truly feel that we bring to the equation the right combination of talent, ability, attitude, and experience to be the right choice for the Town of Westlake on this project. Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Section II - Corporate Information A. History of the firm, including present ownership and key management individuals. Describe any anticipated or recent changes in overall corporate management ownership. Steele and Freeman, Inc. has been operating as a Texas construction corporation since August 28, 1979. We are principally a CM-At-Risk firm with over $500 million in CM-At- Risk projects in our portfolio. We consider ourselves to be one of the foremost CM-At-Risk firms in Tarrant County, which has been our home for nearly 30 years. Ownership/Management • Michael Freeman, President • Darrell Benton, Executive Vice President • Conan Mathson, Vice President of Operations David Marsh, AIC, CPC, Vice President- Pre-Construction B. Location of corporate headquarters and other divisional offices. Specify which office or offices will be involved in this project, during both preconstruction and construction phases. Include names, addresses and phone numbers. The following is our firm's sole location in which we will be conducting all management activities for the preconstruction and construction phases of this project. Steele & Freeman, Inc. 817-232-4742 Office 1301 Lawson Road 817-232-9113 Fax Forth Worth,Texas 76131 Principle Contacts/Management • Michael Freeman, President • Darrell Benton, Executive Vice President • Conan Mathson, Vice President of Operations • David Marsh, AIC, CPC, Vice President- Pre-Construction • Larry Gregg, General Superintendent Bonding Company Bonding Agent Chubb Group Tucker Agency, LTD 2001 Bryan Tower, Suite 3400 2005 White Settlement Road Dallas, Texas 75201 Fort Worth, Texas 76107 P: 214-754-8278 P: 817-336-8250 Contact: John Lenheiser Contact: Tracy Tucker Total Bonding Capacity: $ 70,000,000 per project Current Backlog: $44,924,957 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ MIMI C. An overview of the firm's DBE utilization program and past performance on past projects. Steele & Freeman, Inc. has a long history of projects involving successful DBE utilization. John Elkins' main duty is to contact and solicit the construction community, including our extensive list of certified DBE firms about our upcoming projects. We will work with the minority community to meet or exceed our participation goal by focused solicitation, negotiation and explore participation at all tiers in the project. Implementation of this plan includes contacting our own in-house vendor database as well as making sure to have project documents available at the minority business councils and to have the invitation to bid printed in their respective publications and circulars. The project plans and manual posted online to iSgFt can be made accessible even to non-member vendors without charge. The online takeoff tools are provided free of charge, so this can also encourage participation by eliminating the cost of obtaining the project documents. Our subcontracting plan was rated "Highly Successful" by the SBA. Example projects: Intermodal Transportation Center Vought Aircraft Industries Cafeteria Expan. Fort Worth Transportation Authority US Navy/ Vought Aircraft DBE Participation Goal: 30% DBE Participation Goal: 43% DBE Actual Participation: 26% DBE Actual Participation: 45% Contact: Conan Mathson 817-232-4742 Contact: David Marsh 817-232-4742 Section III - Experience A. The firm's current annual volume and average volume during the past five (5) years. Year Total Gross CMc CMa GC Dollar Volume % Volume Volume % Volume 2006 $ 74,448,145 81 ,74% $ 60,859,166 0.33% 1 .97% $ 13,345,777 2005 $ 64,291 ,071 97.59% $ 62,741,166 0.44% $ 285,609 1 .97% $ 1,264,296 2004 $ 42,243,307 85.40% $ 36,077,364 2.21% $ 933,563 12,39% $ 5,232,380 2003 $ 57,229,613 92.17% $ 52,751,060 1 0.39% $ 224,504 7.43% $ 4,254,049 2002 $ 61 ,208,983 87.72% $ 53,694,878 1 o.00%l 1 12.28% B. The firm's current percentage of public construction volume over the last five (5) years and the average percentage of public construction during the past two (2) years. Please specifically include any new or replacement facility public construction project. Public construction volume over the last five (5)years: 82.67% Public construction volume over the last two(2)years: 77.22% C. Indicate what percentage of the firm's total construction volume over the past two (2) years has typically been performed as a General Contractor versus a Construction Manager at Risk. Indicate what percentage of the firm's total construction volume over the past two (2) years has typically been performed with the firm's own forces and indicate what type of work the firm typically self-performs. Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Year Total Gross CMc CMa GC Dollar Volume % Volume % volume % volume 2006 $ 74,448,145 81 .74% $ 60,859,166 0.33% $ 24J,180 1 .97% 2005 $ 64,291 ,071 97.59% $ 62,741,166 0.44% $ 285,609 1 .97% $ 1,264,296 2004 $ 42,243,307 85.40% $ 36,077,364 2.21% $ 933,563 1 2,39% $ 5,232,380 2003 $ 57,229,613 92.17% $ 52,751,060 0.39% $ 224,504 7.43% $ 4,254,049 2002 $ 61 ,208,983 87.72% $ 53,694,878 1 o.00%l i 12.28%1 7,5 TTTO-5 D. For no more than five (5) current or recently completed public projects similar to the proposed project, provide the following information: -Project Name -Contract amount -Project Location -Contract type (i.e., Lump Sum, GMP, etc.) -Project Description -Actual or expected completed date -Owner: -Detailed description of the scope and results of services Address -Approved budget Phone Number -Final contract amount Contact Person -Approved construction schedule duration -Architect: -Actual Duration Address Phone Number Contact Person Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ CM Project Examples Tarrant County Southeast Subcourthouse 700 East Abram Street Arlington,Texas 76010 Project Description: New Tarrant County Subcourthouse Owner: Tarrant County 100 W. Weatherford Fort Worth, Texas 76196 David Phillips, Director Facilities Management: 817-884-3344 Tracy Pelle, County Architect: 817-884-1155 Architect: LBL Architects 1106 W. Randol Mill Road Suite 300 Arlington,Texas 76012 Michael Barnard, AIA: 817-265-1510 Contract Amount: $9,936,011 Contract Type: CM at Risk with GMP Expected Completion Date: April 2008, Contract Duration 540 Calendar Days Detailed Description of project and services: The Tarrant County Southeast Subcourthouse is a 57,189 s.f. conventional structural steel framed building with brick, cast stone and glass exterior with a modified bitumen roofing system. The project includes a dramatic entry rotunda with a suspended Texas Star at the ceiling and a terrazzo Texas Star at the floor. The exterior of the rotunda entry is glass and composite aluminum panels. The project includes marble interior walls at the public areas with tile floors. The entry also includes a curved grand stair case and glass and stainless steel handrails at the atrium balconies. Another unusual aspect of this project is the custom exposed beams at the atrium ceilings with Texas Star cut outs. The project also includes projected aluminum sun shades at the windows to reduce the amount of light entering the building and increase the overall building energy efficiency. Steele & Freeman provided successful preconstruction services helping the County and Architect meet the budget goals through credible design development estimating and value engineering suggestions and pricing. We are currently under construction and on schedule with this project. Further specifics of these services are described in Section IV of this submission. At this time, we are involved in a study with the goal of making modifications to the design of this project in order to attain LEED Certification. If you would like to view this project at the current construction phase, please visit our company's web site at www.steelefreeman.com. Click on the left tab labeled current projects and click on the camera icons next to Southeast Subcourthouse heading. Approved Budget to date: $9,936,011.00 Final Contract Amount: Construction in progress Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Central High School 9450 Ray White Road Fort Worth, Texas 76248 Project Description: New High School Campus Owner: Keller Independent School District 350 Keller Parkway Keller, Texas 76248 817-744-1201 Mark Canterbury, District Architect Architect: VLK Architects, Inc. 1 161 Corporate Drive West,Suite 300 Arlington,Texas 76180 Leesa Vardeman, AIA 817-633-9606 Hahnfeld Hoffer Stanford Architects 1425 8th Avenue Fort Worth, Texas 76104 Eric Hahnfeld:817-921-5928 Contract Amount: $53,355,129 Contract Type: CM at Risk with GMP Completion Date: October, 2003 Detailed Description of project and services: The Central High School is a 420,000 s.f. campus designed by VLK Architects in conjunction with Hahnfeld, Hoffer, Stanford Architects. The main feature of this 73 acre campus is the three story, 395,000 square foot main building. The main building consists of structural concrete and masonry veneer educational wing that measures over 600 feet from end to end. The campus also includes competition football, baseball, and softball fields. There are also multiple practice football fields, practice baseball and softball fields, eight tennis courts and track and field event facilities. The athletic facilities are irrigated by two Paluxy water wells and a 250,000 gallon above ground storage tank. Our contractual completion date was December 19th, however the school district needed to have the students in school by August 4th. Steele & Freeman modified our construction schedule and sequencing to accomplish this goal. We then completed the auditorium in the remaining 120 days. Approved Budget: $53,355,129.00 Final Contract Amount: $53,243,107.00 (100%Savings returned to Owner) Approved Construction Schedule Duration: 600 Calendar Days Actual Duration: (Substantial Completion) 480 Calendar Days Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Independence & Friendship 11773 Bray Birch Lane 1 5400 Shiver Road Elementary Schools Keller,Texas 76248 Project Description: (2)Two New Elementary Schools Owner: Keller Independent School District 350 Keller Parkway Keller, Texas 76248 817-744-1201 Mark Canterbury, District Architect Architect VLK Architects, Inc. 1 161 Corporate Drive West Suite 300 Arlington,Texas 76180 Leesa Vardeman, AIA 817-633-9606 Contract Amount: $20,928,344 Contract Type: CM at Risk with GMP Completion Date: July, 2006 Detailed Description of project and services: Construction of (2) Elementary Schools at different sites. Each school is an 81,000 s.f. conventional structural steel framed building with a load bearing masonry structure with brick veneer exterior. The roof system is combined modified bitumen and standing seam roof. The front of the building consists of two brick covered canopies with cast stone columns and a stamped, colored concrete leading up to the entrance, with cast stone arches. The interior features a stage area and concept cafeteria, a library and a gymnasium. Both projects have a geothermal mechanical system. The geothermal system consisted of 252 wells, pumps, piping and energy management system. The facility was built in ten months using a fast track schedule, overcoming delays at the beginning of the project. Contract Amount: $20,928,344 Final Contract Amount: $20,673,413 (100%of savings returned to Owner) Approved Construction Schedule Duration: 365 Calendar Days Actual Duration: 324 Calendar Days Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ : Section IV - Proposed Team and Approach to Proiects A. Describe the firm's proposed approach to preconstruction services, including its capabilities and availability of estimating and scheduling resources. Address the firm's concept of plan review and value engineering during the document development phases to maintain constructability budget and schedules. Describe the firm's approach to staying abreast of emerging technologies, innovative design practices, and the current market pricing structure. Special emphasis should be placed as to how your firm handles value engineering and estimating of M.E.P. systems. Describe how your proposed team will manage and control the construction phases for the project. Approach to Preconstruction Services We take a very pro-active and team oriented stance with regard to the preconstruction phase of the project. We feel that this is the stage at which we can truly offer value to the Owner in the form of our design and construction experience, estimating abilities and resources, and scheduling expertise. We have two full time estimators who utilize estimating software as well as input from key subcontractors and suppliers with whom we have forged excellent relationships and who we feel can offer us accurate cost data to augment our own estimates. We have a full time preconstruction manager as well as our two Vice Presidents, our Project Executive, and our Executive Vice President who all oversee the estimating and preconstruction processes on each project. We feel that we offer superior preconstruction services, which we have honed over the course of our more than $500 million in construction management experience. Concept of Plan Review and Value Engineering From the moment we receive any progress set of plans, we move expeditiously to perform a full analysis of the drawings and formulate estimates that are as accurate and complete as possible, given the level of detail in the drawings. We treat each document release at each phase of the schematic, design development, and construction document process as a new estimating exercise. We do this to make sure that we are not recycling or relying on previous information and are producing as "fresh" an estimate as possible. We make note of changes in the estimate that are made in each document release to make sure we are aware of what has changed and the impact any changes will have on the current estimate. This gives the design and preconstruction team a historical reference of how the estimate has evolved and responded to design changes and added detail inherent in the design process. As the design develops, we explore value engineering initiatives, gleaned from our own experience as well as from suggestions offered by subcontractors and suppliers that we obtain pricing information from. We develop a value engineering "shopping list" that will grow into a useful tool for the Owner and design/preconstruction team to use in order to keep a reign on the design as it relates to the target budget. Our goal in developing value engineering initiatives is to work hand in hand with the Owner and Architect to come up with initiatives that do not sacrifice the design intent or programming of the facility, but that offer useful cost saving measures. We believe in working very hard to value engineer the design in a manner that is not detectible to the end user but that accomplishes the goal of meeting the project budget while incorporating as many of the Owner and Architect's programming and design parameters as possible. Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ 111-w- Approach to Staying Abreast of Emerging Technologies We are a very technology driven firm, both from the standpoint of preconstruction as well as construction. Our estimating and preconstruction department makes use of estimating software, digitizers, and other electronic means of producing estimates. We do not rely solely on technology in our estimating but rather as a means of enhancing our traditional estimating skills and processes. We utilize an "electronic plan room" process which allows us to scan all plans and specifications and post them to a website for download by the subcontractors and suppliers. We have found that the majority of subcontractors and suppliers have migrated to an electronic document format in their daily operations and are very adept at using electronic document services for their estimating and construction. We use this technology with e-mail notifications of bid dates, addenda postings, etc. as a part of a comprehensive electronic and traditional printed document estimating and preconstruction process. We also utilize the latest technology in our construction process. Our project managers utilize laptop computers and a virtual private network interface with our main network. We have implemented the latest Primavera project management software suite, which is web-based to allow access to our network database from any computer location with an internet connection. Furthermore, we have implemented a "wireless jobsite" system in order to allow our jobsites to be unfettered by wired internet and phone connections, which are often difficult and costly to obtain on temporary jobsite locations. Our jobsites are typically served by a wireless internet connection that is located on the jobsite and serves as our project managers' internet access point as well as our web-camera connection. We utilize cell phones as our communication solution on the jobsites which allows our site supervisors the mobility to communicate while observing and coordinating the project. We keep a constant eye on the technological advances that we feel might be useful and effective to our operations and offer added value to the project. Approach to Staying Abreast of Innovative Design Practices Our extensive construction management experience, as well as our diverse portfolio of project types, has given very broad exposure to a variety of design practices. We have been involved in the design and preconstruction processes of numerous educational, municipal, industrial, healthcare, religious, retail, transportation, military, and other project types of greatly varying design. We have seen many projects with very challenging budget constraints that required extensive value engineering. This process always involves innovation as we seek to meet the project budget without compromising the design intent and programming of the project. Approach to Staying Abreast of Current Market Pricing Structure Our effectiveness as a market leader in preconstruction services is a product of our relentless pursuit of the most current market cost data available. Our extensive construction management experience, our relationships with key subcontractors and suppliers, our attention to market trends and pricing data, and the resources available to us via our trade organizations are paramount to this process. We utilize historical data while keeping that data as current as possible so as not to rely on outdated information. Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ R M10 We keep our "finger on the pulse" of the market so as to glean any information we can regarding pricing increases or decreases, material shortages or surpluses, commodities data and other economical indicators that could affect the construction market. Value Engineering and Estimating of M.E.P. Systems M.E.P. systems are critically important to the design of any project, from the standpoints of function, energy efficiency, and project cost. We have experience with a myriad of systems and are keenly aware of the pros and cons of each and their impact on the project budget. We have extensive experience with geothermal HVAC systems and have constructed many projects with such systems. We have also gained valuable insight on various technology systems in the many school projects we have built. We work diligently from the outset of the preconstruction process to offer any suggestions or insight we have available on the particular M.E.P. systems that the Owner and Architect may wish to consider. We will run cost comparisons as necessary on varying systems to evaluate the cost impact of those systems. We enlist the input of key M.E.P. contractors to offer us the most informed and useful data as possible regarding the use of particular system types and their respective costs. Management and Control of Construction Phases of the Proiect Once we progress to the construction phase of the project, we employ what we consider to be a proven process of construction means, methods, systems, and procedures that assure the project is built in a timely manner and of superb quality. We have highly qualified project managers, superintendents, and field personnel who are tasked with making the project a success. We have clearly defined policies and procedures manuals aimed at providing our staff with consistent direction in all aspects of the construction of our projects. We begin each project with a "kick-off meeting" in which we study the project and formulate where we will place our office trailer, entrances, storage yard areas, concrete wash-out, etc. We plan a very organized and efficient mobilization effort and set up a neat and orderly jobsite. We control access to the jobsite for deliveries, visitors, etc, so as to maintain an organized and efficient project site. We conduct safety inspections on a daily basis in addition to employing the services of two separate safety consulting firms who perform weekly inspections.. We train our employees in the OSHA 30 Hour safety course to have a highly trained staff with regard to safety standards. We maintain a diligent storm water pollution prevention plan to make sure our construction activities do not adversely affect the environment and community. We conduct weekly subcontractor and Owner/Architect/Construction Manager coordination meetings to foster communication and coordinate key issues, schedule, and all critical aspects of the project. We utilize web cameras that can be accessed via our website to offer the Owner, Architect, and community a way of keeping an eye on the project and seeing it come to fruition. We have a full time surveyor with robotic equipment which we use to verify the layout of our subcontractors' work so as to provide a double check system aimed at preventing removal of work due to layout errors. While these are just a few of the many construction processes that we use to manage the project, it is our attention to quality control that we feel is paramount to our success as a construction manager. The finished product must be built according to the contract Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ documents and it is our goal to make sure of that, as well as to make sure the workmanship is of superior quality. It is that attention to quality that allows us to minimize the punch lists that the Architect must prepare. We formulate our own punch lists prior to the preparation of the Architect and Owner's lists. We present this completed list to the Architect for use in preparing the master punch list,which streamlines the process. Finally, we gather and assemble the close-out documentation throughout the course of the project, not simply at the end. This allows for an expedited turn-over of the facility to the Owner. We arrange for Owner training to take place at the earliest time possible so the Owner is educated on the use of their building systems and equipment prior to move- in. We assemble and transmit the closeout documents in hard copy as well as electronically in scanned PDF format on a compact disc for easy reference. All of these processes are a part of what we consider to be a very comprehensive, effective, and superior project controls program. B. Understanding of Guaranteed Maximum Price services to comply with the State of Texas Local Government Code Bid Requirements and how liabilities, bonds and insurance are relevant to the scenario in relation to Owner, Contractors and Construction Manager. Senate bill 510 altered public entities construction service procurement procedures. It provides civic representatives enhanced methods to contract construction projects faster, more economically and with greater quality control. A very comprehensive comparison and explanation of the available project delivery systems can be seen on our industries' web site at www.quoin.org/Legislative/Project_Delivery.pdf. Insurance and Performance & Payment bonds are not limited by the use of a CM at Risk contract agreement. The insurance certificates and bonds are provided by the Construction Manager for the total cost of the project. These are issued when the Guaranteed Maximum Price is completed and amended to the contract agreement. Using a CM at Risk contract has the same basic liabilities as a stipulated sum contract. A CM at Risk contractor is however bound by the agreement to provide preconstruction services increasing the CM's exposure to potential liabilities. The construction manager has the fiduciary responsibly for responsible budget estimating, accurate cost reporting, and following state and county procedural guidelines. C. Identify the individuals you propose as a part of the Project Team, and describe their responsibilities for the project, including what involvement each individual will have in the preconstruction and construction phases of the project. Present a proposed organization and reporting chart for the proposed team, and how they will interact with other members of the District. The following personnel should be available based on the preliminary schedule of work. All personnel can be interviewed by the Owner/Architect prior to award. Pre-Construction Services David Marsh John Elkins Jeff Koehn Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Project Management Team Executive Vice President: Darrell Benton Vice President of Operations: Conan Mathson Project Executive: Jerry Mulkey Project Manager: Rufo A, Reyes, Jr. Assistant Project Manager: As Needed Project Coordinator: Janet Anderson Field Management Team General Superintendent: Larry Gregg Project Superintendent: Sam Wethington Assistant Superintendent(s): As Needed Mike Freeman, our company President, is personally involved in each project at all phases. During the initial stage of the project he is responsible for oversight on the construction estimates and GMP submission. Mike will attend all pre-construction meetings to insure that our personnel provide the information timely and accurately. He also prepares each application for payment and collects backup data to support each expense listed on the request for payment. His commitment would be approximately 5% of his time to these projects. Darrell Benton, the Executive Vice President and one of the owners of Steele & Freeman, will be equally involved in the project. However, he will take a more active role in production on the jobsite, attending some Owner/Architect meetings as well as some weekly subcontractor coordination meetings. His commitment would be approximately 10%of his time on this project. David Marsh, AIC, CPC and company Vice President, will coordinate all preconstruction services as well as attend the Owner/Architect meetings during pre-construction. David will complete the budgeting, value engineering, and composing of the final GMP. In addition, he assists the project manager with estimating of changes during construction. His commitment would be between 5-35% of his time during the pre-construction, gradually increasing as the plans and project manual become more complete. His time spent during the construction phase is on an as needed basis. Jeff Koehn, Project Manager, will assist David throughout the pre-construction services of these projects. Conan Mathson, our Vice President of Operations, will be the senior project manager. Conan will oversee all subcontract management, scheduling, as well as attending the Owner/Architect meetings and the weekly subcontractor coordination meetings during construction. His commitment would be approximately 10% of his time on these projects. Jerry Mulkey will be the Project Executive. Rufo A. Reyes, Jr. will be the project manager for this project. Currently, Rufo is working on the Roanoke scheduled for September 2008 completion and Cedar Hill Fire Station scheduled completion for December 2008. Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Larry Gregg is the General Superintendent and the most senior field supervision. Larry is in charge of operations and will oversee all field issues during construction. His commitment would be approximately 15%of his time on these projects. Sam Wethingfon will be the Project Superintendent for this project. Currently, Sam is working on the Arlington Animal Services Center scheduled May 2008 completion. On all of our projects, we will add assistant superintendents as needed to augment the field supervisory staff. We do not hesitate to add assistants, and even additional superintendents, to the project if we see a need or an opportunity to help the project. These staff members are added at no increase in the general conditions costs to the Owner. Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Darrel Berdorn: Execufive Vice President Darrell has a total of 32 years experience in the management and construction of commercial facilities including municipal, manufacturing, industrial, jails, schools, and warehouse and retail facilities. Responsibilities include day to day, onsite management of project managers and field supervisory staff. He has been involved with AGC since 1986, serving on the board of directors, as president and as vice president of the West Texas Chapter from 1986 to 1994. 1996-Present Executive Vice-President Steele-Freeman, Inc. Fort Worth,TX 1990-1996 Owner Benton Construction, Inc. Abilene,TX 1984-1990 Chief Estimator Bennett Construction Corp. Brownwood, TX 1980-1984 Manager Chaparral Building Systems Abilene,TX 1976-1980 Partner Lone Star Construction Abilene,TX Education: 1972-1976 Southwest Texas State University—B.S.in Business Administration 1977-1978 Abilene Christian University—Studies in Arch. Design & Civil Engineering References: Leesa Vardeman VLK Architects, Inc. 1600 Corporate Drive West Arlington, Texas 76006 817-633-1600 Eric Hahnfeld Hahnfeld Hoffer Stanford 1425 8th Avenue, Suite 200 Fort Worth,Texas 76104 Mark Canterbury Keller Independent School District 350 Keller Parkway Keller,Texas 76248 817-744-1201 Frank Sherwood All Saint's Episcopal Church 9700 Saint's Circle Fort Worth,Texas 76108 817-731-2247 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ David Mesh,AIC,CPC : Vice R eWert David has 26 years experience in the estimating, management and construction of commercial facilities including municipal, manufacturing, industrial, food processing plants, jails, schools, surgery centers, auto dealerships and warehouse facilities. He is a Certified Professional Constructor, #4859, by the American Institute of Constructors as well as an AIC national board member. 1986-Present Vice-President Steele-Freeman, Inc. Fort Worth,TX 1984-1986 Cost Estimator Construction Cost Mgmt. Fort Worth,TX 1981-1984 Chief Estimator Cost Systems Engineers Fort Worth, TX 1977-1980 Carpenter Union Local 198 Education: 1975-1977 Penn State University-Associate Degree in Architectural Engineering Technology 1973-1975 Parkway West Technical School-Studies in carpentry&construction mechanics References: Jim Tharp GSBS Batenhorst, Inc 7291 Glenview Drive North Richland, Hills.Texas 76190 817-794-5673 Jim Whitehead GSBS Batenhorst, Inc 7291 Glenview Drive North Richland, Hills.Texas 76190 817-794-5673 Johnnie Regan City of Watauga 7101 Whitley Rd. Watauga,Texas 76148 817-514-5837 Bob Neiss IESI P.O. Box 162479 Fort Worth,Texas 76161 817-794-5673 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Conan Mattison: vice ReddertdOperdbm Conan has 14 years experience in project management and upper level construction management. He has successfully managed both day to day on-site operations as well as high level oversight of all construction operations at the vice president level. He has completed several construction seminars, including Tight Job Control,The Leader's Course,and Hartford's Fleet Training. He has also has completed the OSHA 10 hour and Construction Site Safety(52 hour) safety courses. 2000-Present Vice-President, Operations Steele-Freeman, Inc. Fort Worth,TX 1998-2000 Project Manager Buford-Thompson Co. Arlington,TX 1997-1998 Project Manager Innovative Developers, Inc. Fort Worth, TX Education: 1988 University of Nevada Reno-Studies in Criminal Justice 1987 Liberty University—Studies in Broadcasting References: Brett Sumrow Corgan Associates 500 Elm Street Dallas,Texas Bob Adams Hahnfeld Hoffer Stanford 14258 th Avenue, Suite 200 Fort Worth,Texas 76104 Hudson Huff Keller Independent School District 350 Keller Parkway Keller,Texas 76248 817-744-1204 Marti Van Ravenswaay Tarrant County Commissioner Precinct 2 S.E. Subcourthouse 724 E. Border Street, Suite 103 Arlington,Texas 76010-7407 817-548-3900 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Rub A.Reyes.,Jr.: Project Manager Rufo has 9 years experience in project management of K-12, municipal, retail, aquatic/recreational, renovations and upper school markets. He is skilled in budgeting, scope analysis, scheduling and procurement. He has completed the Construction Storm Water Management by QUION and the OSHA 30 hour Safety course. 1998-Present Project Manager Steele&Freeman,Inc. Fort Worth,TX Education: 1998 Texas A&M University—Bachelor of Science in Construction Science&Bachelor of Environmental Design References: Tony Hartin Hahnfeld Hoffer Stanford Architects 1425 8th Avenue,Suite 200 Fort Worth,Texas 76104 817.921.5928 Leesa Vardeman VLK Architects 1161 Corporate Drive West,Suite 300 Arlington,Texas 76006 817.633.1600 Hudson Huff Keller Independent.School District 350 Keller Parkway Keller,Texas 76248 817.744.1204 Ronnie Angel Director of Parks&Recreation City of Roanoke 501 Roanoke Road Roanoke,Texas 76262 817-837-9935 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Jeff Koehn: Project Manager-Pre Con*uction Jeff has 11 years experience in project management of K-12, municipal, aquatic/recreational, and telecommunication markets. He is skilled in budgeting, estimating, scope analysis, scheduling and procurement. He has completed the Effective Negotiating Seminar by Karass Seminars, Storm Water Compliance Seminar by Paradigm Engineering and the OSHA 30 hour Safety course. 2006-Present Project Manager Steele-Freeman, Inc. Fort Worth,TX 1998-2006 Project Manager Hisaw&Associates, Inc. Carrollton,TX 1996-1998 Project Manager CSI, Inc. Lewisville,TX 1993-1996 Project Engineer/Asst. PM CMPA, Inc. Grapevine,TX Education: 1988-1992 Texas A &M University—B.S., Cum Laude,in Construction Science References: Monte Zajicek SWH Group LLP 4000 McEwen Road North Dallas,Texas 75244-5083 972-701-0700 Dwayne Brinkley Brinkley Sargent Architects 5000 Quorum Drive Suite 123 Dallas,Texas 75254 972-960-9970 Mark Ross Lewisville Independent School District 301 Brazos Blvd. Lewisville,Texas 75067 469-446-4069 Erik Wilkins Preston Ridge Baptist Church 5849 Hillcrest Road Frisco,Texas 75035 214-364-4402 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ • Lary Gregg: Gened Superintendent Larry has 21 years experience in project supervision and oversight of field personnel in K-12, municipal, aquatic/recreational, and retail projects. Responsibilities include day to day oversight of field supervisory staff, labor forces and equipment for multiple project locations. He has completed OSHA 10 and 48 hour Job Safety and Health courses, scaffold training by the Scaffold Training Institute, AGC 52 hour Construction Site Safety course and a Primavera scheduling course. 2004-Present General Superintendent Steele-Freeman, Inc. Fort Worth,TX 1999-2004 Sr. Project Superintendent Steele-Freeman, Inc. Fort Worth,TX 1986-1999 Project Superintendent Lee Lewis Construction Lubbock,TX References: Leesa Vardeman VLK Architects, Inc. 1600 Corporate Drive West Arlington, Texas 76006 817-633-1600 Mac McCurdy Hahnfeld Hoffer Stanford 14258 th-Avenue,Suite 200 Fort Worth,Texas 76104 Mark Canterbury Keller Independent School District 350 Keller Parkway Keller,Texas 76248 817-744-1201 Tim Taborsky Southwestern Assembly of God University Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Sam Wefhingtom Project Superinfende�r�t Sam has 10 years experience in construction, including project supervision and oversight of field personnel in K-12, municipal, retail and restaurant projects. He has worked for Steele and Freeman since 2002. Responsibilities include day to day oversight, coordination and scheduling of subcontractors, material deliveries, labor forces and equipment. He has completed the OSHA 10 and 30 hour Job Safety and Health courses, CPR/First Aid and Emergency Medical Technician. 2002-Present Project Superintendent Steele-Freeman, Inc. Fort Worth, TX 1999-2001 Plumber's Helper Little Jon's Plumbing Azle,TX 1997-1999 Concrete Foreman T.A.P Springtown, TX 1984-1987 Pipe Fitter Tri-Venial Fort Worth,TX References: John Klein VLK Architects 1161 Corporate Drive West, Suite 300 Arlington,Texas 76006 817.633.1600 Hudson Huff Keller Independent School District 350 Keller Parkway Keller,Texas 76248 817.744.1204 Ronnie Angel City of Roanoke 501 Roanoke Road Roanoke,Texas 76262 817.837.9930 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ E. For each team member, identify experience in working with other team members and other project commitments that run concurrent to this project. Identify the percentage of each individual's time available to dedicate to this project. Your firm will be expected to commit to the Owner that the proposed team members submitted with this proposal will be those who will be assigned to the project. Mike Freeman, Darrell Benton, Conan Mathson, Larry Gregg, and David Marsh have worked together for at least 8 years serving in various roles of project management, site supervision, and middle and upper management. Conan Mathson has served as Project Manager on the Tarrant County Precinct 2 Subcourthouse in Mansfield and as V.P. of Operations on the Tarrant County Southeast Subcourthouse project. Jeff Koehn has worked with the above individuals for 1 year on various projects and manages the pre-construction estimating process and assists with the contracting phase. Jeff will be heavily involved during the pre-construction and contracting phase. Jerry Mulkey has worked with the above individuals for 2 years on various projects and supports the pre-construction and project management staff of a limited number of projects in a more focused and detailed capacity. Jerry will be personally involved in the project from its inception to the end of construction in the capacity of Project Executive. Rufo A. Reyes, Jr. has worked with the project team for the last 3 years on various projects and will serve under Jerry Mulkey's direct supervision as the Project Manager. Jared has been working on the Tarrant County Southeast Subcourthouse project. Sam Wethington has worked with the company and many of the project team members for the last 5 years on various projects. Team time commitment to this project: Mike Freeman 5% Darrell Benton 10% David Marsh 5%-35% (preconstruction phase) Jeff Koehn 35% (preconstruction phase) Conan Mathson 10% Larry Gregg 15% Jerry Mulkey 30% Rufo A. Reyes, Jr. 50% Sam Wethington 100% Section V - Safety A. Submit safety performance record in the form of your Worker's Compensation modifier for the current year and the three previous years and your TRIR(Total Recordable Incident Rating)for each of the three previous years. All SFI employees,from foremen up to and including project managers and estimators,are trained in the OSHA Ten-Hour and Thirty-Hour Safety Courses,certified in CPR,and certified in First Aid. We received numerous safety awards including 1996, 1997, 1998, 1999, 2000, 2001, 2002 and 2003.Certificates of Commendation for Safety Excellence from the Associated General Contractors of America due to our zero losses and safety record well above industry standards. Additionally, the Fort Worth Chapter of the Associated General Contractors of America selected one of our Superintendents as the"Safe Superintendent of the Year." We have a Corporate Safety Policy that is kept in the jobsite office of each project for reference. We retain the services of Engineering Safety Consultants(ESC)to conduct bi-weekly inspections of each of our jobsite in addition to the safety inspections conducted by our jobsite superintendents. We also utilize the safety inspection services of Quoin (formerly Associated General Contractors) on a bi-weekly basis,opposite the schedule of ESC so that every jobsite is being comprehensively inspected weekly by ESC or Quoin,as well as by our jobsite superintendents. We discuss safety at length in every weekly subcontractor meeting in an ongoing effort to make safety and issue of paramount importance. Larry Gregg and Conan Mathson serve as Safety Coordinators for Steele& Freeman. Workers Compensation Experience Modification Rates(for the past five years): 2006-2007 0.65 TRIR: 2005-2006 0.00 2005-2006 0.65 2004-2005 0.00 2004-2005 0.67 2003-2004 0.00 2003—2004 0.68 2002-2003 0.00 2002—2003 0.71 OSHA No.300 Log: 2002 2003 2004 2005 2006 Number of injuries and illnesses 0 0 0 0 0 Number of lost time accidents 0 0 0 0 0 Number of recordable cases 0 0 0 0 0 Number of fatalities 0 0 0 0 0 Number of employee direct hire 100,807 113,724 118,451 114,064 110,628 fixed hours worked Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ STEELE & FREEMAN, INC. CONSTRUCTION MANAGERS•GENERAL CONTRACTORS 1301 Lawson Road- Fort Worth,Texas 76131 Current Projects Request for Qualifications Construction Management Services Town of Westlake Arts and Sciences Center Project: Tarrant Regional Water District Administration Building Addition Location: Fort Worth, Texas -:� Type and Size: New-26,000 SF Contract amount: $5,800,000 Contract method: CM-at-Risk Percent Complete: 0% Scheduled Completion: February 2009 v Owner: Tarrant Regional Water District Owner's representative: Madeline Robson 817-335-2491 Architect: Gideon-Toal Architect's representative: Ronnie Clements 817-335-4991 Project: Southeast Subcourthouse Location: Arlington,Texas Type and Size: New-54,630 SF Contract amount: $9,755,029 Contract method: CM-at-Risk Percent Complete: 90% Scheduled Completion: March 2008 Sri Owner: Tarrant County Owner's representative: Tracy Pelle 817-884-1155 Architect: LBL Architects Architect's representative: Michael Barnard 817-265-1510 Project: Additions and Alterations to First Presbyterian Church Location: Fort Worth Texas Type and Size: Additions-34,554 SF Contract amount: $12,833,946 Contract method: CM-at-Risk Percent Complete: 75% Scheduled Completion: April 2008 Owner: First Presbyterian Church FIBST PBESBYTEXIAN CXURCX EE= Owner's representative: John Wood 817-738-6223 Architect: Hahnfeld Hoffer Stanford Architect's representative: Eric Hahnfeld 817-921-5928 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Project: Trinity Springs Middle School Additions Location: Fort Worth, Texas Type and Size: Additions-36,000 SF Contract amount: $5,813,791 -�� Contract method: CM-at-Risk Percent Complete: 10% Schedule Completion: August 2008 Owner: Keller ISD L Owner's representative: Mark Canterbury 817-744-1201 Architect: VLK Architects Architect's representative: Leesa Vardeman 817-633-1600 Project: Mountain View College-Student Center& Services Building Location: Dallas, Texas Type and Size: New-65,769 SF Contract amount: $12,600,000 Contract method: CM-at-Risk i Percent Complete: 0% 3 Scheduled Completion: June 2009 Owner: Dallas County Community College District Architect: PSA/Dewberry Project: City of North Richland Hills New Public Library �= Location: North Richland Hills, Texas Type and Size: New-58,860 SF Contract amount: $7,587,546 " Contract method: Competitive Bid . Percent Complete: 95% _;.. ti: ti Schedule Completion: March 2008 '�-= ""'° •• Owner: City of North Richland Hills Owner's representative: Chris Amarante 817-879-5810 Architect: BRW Architects Architect's representative: Gary DeVries 214-528-8704 Steele & Freeman, Inc. Town of Westlake Arts and Sciences Center RFQ Project: City of Watauga Department of Public Safety Additions and Renovations Location: Watauga, Texas Type and Size: Addition/Renovations- 16,000 SF Contract amount: $3,144,306 Contract method: CM-at-Risk �. . Percent Complete: 10% Scheduled Completion: September 2008 Owner: City of Watauga Owner's representative: Kerry Lacy 817-514-5837 Architect: GSB/Batenhorst Architect's representative: Tom Batenhorst 817-589-1722 Project: New Keller High School#4 Location: Keller,Texas Type and Size: New High School-400,000 SF Contract Amount: $70,000,000 Contract Method: CM-at-Risk Percent Complete: 5% i.. _._. � Scheduled Completion: August 2009 Owner: Keller ISD Owner's representative: Mark Canterbury 817-744-1201 Architect: VLK Architects Architect's representative: Leesa Vardeman 817-633-1600 Project: Elementary School #20 i Location: Fort Worth, Texas Type and Size: New-90,000 SF Contract amount: $13,636,514 Contract method: CM-at-Risk Percent Complete: 20% Scheduled Completion: August,2008 Owner: Keller ISD Owner's representative: Mark Canterbury 817-744-1201 Architect: VLK Architects, Inc. Architect's representative: Leesa Vardeman 817-633-1600 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Project: Elementary School #21 (Sandshell) - - - Location: Fort Worth, Texas Type and Size: New-90,000 SF Contract amount: $13,097,285 Contract method: CM-at-Risk Percent Complete: 20% •�C:�,t;� Scheduled Completion: August, 2008 Owner: Keller ISD Owner's representative: Mark Canterbury 817-744-1201 Architect: VLK Architects, Inc. Architect's representative: Leesa Vardeman 817-633-1600 Project: Roanoke Fire Station Location: Roanoke, Texas Type and Size: New- 15,000 SF Contract amount: $3,846,294 c ' Contract method: CM-at-Risk Percent Complete: 25% Scheduled Completion: August 2008 Owner: City of Roanoke, Texas Owner's representative: Chief Mike Duncan 817-491-2301 Architect: BRW Architects Architect's representative: Gary DeVries 214-528-8704 Project: New Elementary School New High School Field House and Performing Arts Building Location: Mildred,Texas _ Type and Size: New-82,000 SF Contract amount: $13,066,000 Contract method: CM-at-Risk Percent Complete: 25% Scheduled Completion: August, 2008 Owner: Mildred ISD Owner's representative: Becky Burns 903-874-3956 Architect: Claycomb Associates, Architects Architect's representative: Francis Zordilla 972-233-6100 Steele & Freeman, Inc. Town of Westlake Arts and Sciences Center RFQ Project: South Arlington Police Service Center Location: Arlington, Texas Type and Size: New-25,331 SF Contract amount: $5,715,607 Contract method: Competitive Bid Percent Complete: 60% Scheduled Completion: May 2008 Owner: City of Arlington Owner's representative: Alf Bumgardner 817-459-6558 Architect: LBL Architects Architect's representative: Michael Barnard 817-881-1510 Project: Ott Cribbs Public Safety Center Location: Arlington,Texas Type and Size: Addition & Renovation- 15,882 SF Contract amount: $3,168,773 Contract method: Competitive Bid !Mal Percent Complete: 75% Scheduled Completion: April 2008 Owner: City of Arlington Owner's representative: Alf Bumgardner 817-459-6558 Architect: LBL Architects Architect's representative: Michael Barnard 817-881-1510 Project: Arlington Animal Service Center Location: Arlington,Texas Type and Size: New- 19,950 SF Contract amount: $4,809,565 Contract method: Competitive Bid r'+ Percent Complete: 40% Scheduled Completion: May 2008 Owner: City of Arlington Owner's representative: Alf Bumgardner 817-459-6558 Architect: LBL Architects Architect's representative: Michael Barnard 817-881-1510 Steele & Freeman, Inc. Town of Westlake Arts and Sciences Center RFQ Project: Plastics Forming, Inc. Location: Fort Worth, Texas Type and Size: New-44,000 SF Contract amount: $2,972,604 Contract method: CM-at-Risk 4 Percent Complete: 85% Scheduled Completion: March 2008 Owner: Plastics Forming, Inc. Owner's representative: Tom Wilson 817-284-7878 Architect: GSBS Batenhorst Architect's representative: Tom Batenhorst 817-589-1722 Project: Cedar Hill Fire Station Location: Cedar Hill, Texas Type and Size: New- 11,000 SF Contract Contract amount: $2,799,836 � � Contract method: CM-at-Risk Percent Complete: 0% Scheduled Completion: November 2008 Owner: City of Cedar Hill, Texas Owner's representative: Chief Steve Pollock 972-291-5100 Architect: BRW Architects, Inc. Architect's representative: Gary DeVries 214-528-8704 Steele & Freeman, Inc. Town of Westlake Arts and Sciences Center RFQ IMM STEELE 6 FREEMAN, INC. CONSTRUCTION MANAGERS•GENERAL CONTRACTORS 1301 Lawson Road • Fort Worth,Texas 76131 Claims and Suits Request for Qualifications I Construction Management Services Town of Westlake Arts and Sciences Center 3.2.2 Are there any judgments, claims, arbitration proceedings or suits pending or outstanding against your organization or its officers? 1. Cause No. 342-221987-07, Lady Laura Yescas-Romero, Et Al VS Steele & Freeman, Inc., pending in the District Court of Tarrant County This case lawsuit was filed on 01-22-07 by one of the plaintiffs in Cause No. 05-05-394, listed above in item number 4. Lady Laura Yescas-Romero non-suited her original case and filed a new one after the late introduction of information that should have been introduced during the discovery phase of the case. The facts and allegations of this case are the same as described above in item number 4. It is our belief that the case was non-suited and re-filed due to the fact that the late introduction of information by Plaintiff would have further damaged their case. As stated above, our firm was found to be in full compliance with OSHA regulations and was not given any citations by OSHA. Furthermore, the other Plaintiffs who were part of the original suit have made settled their suits with the CGL insurance carrier for Top Flight and dismissed against Steele & Freeman. 3.3.3 Has your organization filed any lawsuits or requested arbitration with regard to construction contracts within the last five years? 1. Cause No. 352-197628 03; Steele-Freeman, Inc. vs. Zamco Services, Inc.; In the 352nd Judicial District Court of Tarrant County, Texas. Zamco was a mechanical subcontractor which failed to properly perform its work on the refrigerant lines from the Air Handlers to the exterior compressor units at a project. Steele & Freeman was required to replace the failed cooling system. Steele & Freeman filed suit against Zamco to recover its damages for replacement of the failed system. An Agreed Judgment was entered against Zamco in favor of Steele & Freeman by the Court on July 28, 2003. 2. Cause No. 048-217970-06; Steele & Freeman, Inc., Plaintiff, vs. Heron Millwork, Inc. and Hartford Fire Insurance Company, Defendants, in the District Court of 48th Judicial District, Tarrant County, Texas. Heron Millwork is a millwork subcontractor who failed to properly perform its work on one of our projects. Steele & Freeman was forced to supplement Heron's work to complete the project. Steele & Freeman filed suit against Heron to recover its damages for supplemental costs expended to complete their work. The case was settled in mediation in October of 2007. Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ STEELE & FREEMAN, INC. CONSTRUCTION MANAGERS-GENERAL CONTRACTORS 1301 Lawson Road • Fort Worth,Texas 76131 Relevant Project Experience I Work Over Last Five Years Request for Qualifications Construction Management Services Town of Westlake Arts and Sciences Center Project: Eagle Ridge Elementary School Location: Fort Worth, Texas =- Type and Size: New-81,000 SF Contract amount: $12.6 million Contract method: CM-at-Risk !'- Construction NTP: 10-23-06 b� .. Substantial Completion: August 2007 �. �. Owner: Keller ISD Owner's representative: Mark Canterbury 817-744-1201 Architect: VLK Architects Architect's representative: Leesa Vardeman 817-633-1600 Project: Additions to Saginaw High = School Location: Saginaw, Texas 4- Type and Size: New-99,375 SF c Contract amount: $8;640,224 ' Contract method: Competitive Bid Construction NTP: May 2006 Substantial Completion: May 2007 Owner: Eagle Mountain/Saginaw ISD Architect: VLK Architects Architect's representative: Leesa Vardeman 817-633-1600 Project: All Saints' Episcopal Upper School and Gymnasium Location: Fort Worth, Texas ' - Type and Size: New-78,259 SF Contract amount: $14,573,556 Contract method: CM-at-Risk Construction NTP: December 2004 Substantial Completion: December 2005- Upper School June 2006- Gymnasium Owner: All Saints' Episcopal School Owner's representative: Frank Sherwood 817-731-2247 Architect: Hahnfeld Hoffer Stanford Architect's representative: Eric Hahnfeld 817-921-5928 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Project: Residence Hall 'A' and `B' Location: Waxahachie,Texas f t Type and Size: New-70,000 SF each Contract amount: $15,343,363 Contract method: CM-at-Risk Construction NTP: August 2005 Substantial Completion: December 2006 i Owner: Southwestern Assemblies of God University Owner's representative: Jay Trewern 972-825-4662 Architect: Anthony Mottla Architects, Inc. Architect's representative: Anthony Mottla 972-923-2269 e _ - Project: Trinity Springs Middle School sow And _ Trinity Meadows Intermediate Location: Fort Worth, Texas Type and Size: New- 128,781 SF & 120,504 SF Contract amount: $33,870,018 Contract method: CM-at-Risk Middle school#5 Construction NTP: July 2005 Substantial Completion: July 2006 ' L Owner: Keller ISD Owner's representative: Mark Canterbury 817-744-1201 Architects: VLK & Hahnfeld Hoffer Stanford w. Architects' representatives: Leesa Vardeman 817-633-1600 Eric Hahnfeld 817-921-5928 Intermediate School#5 Project: Friendship and Independence Elementary Schools ..-.- Location: Fort Worth, Texas Type and Size: New-81,000 SF each r � Contract amount: $20,928,344 Contract method: CM-at-Risk Construction NTP: August 22, 2005 Substantial Completion: July 2006 ( rt Owner: Keller ISD Owner's representative: Mark Canterbury 817-744-1201 Architect: VLK Architects Architect's representative: Leesa Vardeman 817-633-1600 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Project: Central High School maw ■ Location: Fort Worth, Texas Type and Size: New-410,000 SF Contract amount: $53,355,129 - It Contract method: CM at Risk ►- Construction NTP: October, 2001 _ Substantial Completion: August 1, 2003 e Owner: Keller I.S.D. Owner's representative: Mark Canterbury 817-744-1201 " Architects: VLK Architects & Hahnfeld Hoffer Stanford Architect representatives: Leesa Vardeman 817-633-1600 Eric Hahnfeld 817-921-5928 Project: South Keller Intermediate Location: Keller, Texas Type and Size: Additions-34,554 SF Contract amount: $3,325,000 Contract method: CM-at-Risk Construction NTP: October 2005 Substantial Completion: July 2006 Owner: Keller ISD Owner's representative: Mark Canterbury 817-744-1201 Architect: Hahnfeld Hoffer Stanford Architect's representative: Eric Hahnfeld 817-921-5928 Project: Liberty Elementary School Location: Colleyville,Texas Type and Size: New-83,000 SF Contract amount: $10,569,138 Contract method: CM-at-Risk - - Construction NTP: August 2005 - --~- August 2005 Substantial Completion: Au p g Owner: Keller I.S.D. Owner's representative: Mark Canterbury 817-744-1201 Architect: Hahnfeld Hoffer Stanford Architect's representative: Eric Hahnfeld 817-921-5928 Steele & Freeman, Inc. Town of Westlake Arts and Sciences Center RFQ s Project: Justin Elementary School and Roanoke Elementary School Location: Justin, Texas Type and Size: Additions and Renovation 66,300 SF-Justin ES 22,812 SF- Roanoke ES f Contract amount: $6,077,195 Contract method: CM-at-Risk Construction NTP: September 2003 Substantial Completion: September 2004-Roanoke ES January 2005 -Justin ES Owner: Northwest I.S.D. Owner's representative: Mehran Aguili 817-490-6473 Architect: SHW Architects Architect's representative: Tim McClure 817-870-8889 Project: Brewer High School Gym Location: White Settlement,Texas Type and Size: Renovation-20,594 SF Contract amount: $1,290,130 Contract method: CM-at-Risk �^ Construction NTP: April 2004 Substantial Completion: August 2004 j Owner: White Settlement I.S.D. Owner's representative: Tony Innmon 817-810-9944 Architect: Corgan Associates Architect's representative: Bret Sumrow 214-748-2000 Project: North Elementary School Location: Fort Worth, Texas it Type and Size: New- 114,006 SF Contract amount: $11,869,441 Contract method: CM at Risk Construction NTP: July 2003 Substantial Completion: July 2004 Owner: White Settlement I.S.D. Owner's representative: Tony Innmon 817-810-9944 Architect: DSI Architects Architect's representative: Duane Scott 214-252-0777 Steele & Freeman, Inc. Town of Westlake Arts and Sciences Center RFQ f Project: Woodland Springs Elementary Location: Fort Worth, Texas _..r Type and Size: New-81, 350 SF Contract amount: $10,616,773 —'— Contract method: CM-at-Risk Construction NTP: July 2003 Substantial Completion: July 2004 Owner: Keller I.S.D. Owner's representative: Mark Canterbury 817-744-1201 Architect: VLK Architects Architect's representative: Leesa Vardeman 817-633-1600 Project: Bette Perot Elementary School Location: Fort Worth, Texas Type and Size: New-81, 350 SF _ Contract amount: $10,744,703 MContract method: CM-at-Risk Construction NTP: July 2003 Substantial Completion: July 2004 Owner: Keller I.S.D. Owners representative: Mark Canterbury 817-744-1201 Architect: VLK Architects Architect's representative: Leesa Vardeman 817-633-1600 Project: Teacher Training Center Location: Keller, Texas Type and Size: Addition/Renovation- 17k SF Contract amount: $2,153,049 41, +� _ Contract method: CM at Risk Construction NTP: July 2003 Substantial Completion: March 2004 Owner: Keller I.S.D. 1 Owner's representative: Mark Canterbury 817-744-1201 Architect: Hahnfeld Hoffer Stanford Architect's representative: Eric Hahnfeld 817-921-5928 Project: Canopy Addition at Five Campuses - - ' Location: Southlake, Fort Worth, Keller and Watauga,Texas Type and Size: Additions � Contract amount: $1,287,845 ' - Contract method: CM at Risk - Construction NTP: January 2003 Substantial Completion: July 3, 2003 Owner: Keller I.S.D. Owner's representative: Mark Canterbury 817-744-1201 Architect: SHW Group Architect's representative: Bruce Morris 972-701-0700 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Project: Tannahill Intermediate School Brewer Middle School and District Wide ADA/TAS & HVAC Replacement Location: White Settlement/Ft. Worth,TX Type and Size: Addition/Renovation-60k SF Contract amount: $3,687,124 Contract method: CM at Risk Construction NTP: May 23, 2003 Substantial Completion: December 15, 2003 Owner: White Settlement I.S.D. Owner's representative: Tony Innmon 817-810-9944 Architect: Corgan Associates Architect's representative: Mitch Paradise 214-748-2000 Project: St. Vincent Episcopal School Location: Bedford, Texas - Type and Size: New-25,262 SF Contract amount: $2,396,094 Contract method: CM at Risk Construction NTP: March 2003 Substantial Completion: November 2003 Owner: St. Vincent Episcopal Church Owner's representative: Tom Murrell 817-366-1064 Architect: ARB Architects Architect's representative: Alf Bumgardner 817-543-1240 Project: The Learning Center Location: Keller, Texas Type and Size: Additions-7,100 SF Contract amount: $1,027,779 Contract method: CM at Risk Construction NTP: January 2003 Substantial Completion: August 8, 2003 Owner: Keller I.S.D. Owner's representative: Mark Canterbury 817-744-1201 Architect: Presnell Associates, Inc. Architect's representative: Glen Griggs 817-540-6622 Steele & Freeman, Inc. Town of Westlake Arts and Sciences Center RFQ Project: Hillwood Middle School and Parkwood Hill Intermediate _ School Location: Fort Worth, Texas Type and Size: Additions/Renovation-72,968 - - - SF Contract amount: $7,131,705 Contract method: CM at Risk Construction NTP: July 2002 Substantial Completion: July 14, 2003 Owner: Keller I.S.D. Owner's representative: Mark Canterbury 817-744-1201 Architects: VLK Architects & Hahnfeld Hoffer Stanford OW"eke, :.s Architects' representatives: Leesa Vardeman 817-633-1600 _ - Eric Hahnfeld 817-921-5928 Project: Canopy Addition at Five Campuses ---`~ Location: Southlake, Fort Worth, Keller �f and Watauga,Texas 1 Type and Size: Additions 1 Contract amount: $1,287,845 tl Contract method: CM at Risk Construction NTP: January 2003 Substantial Completion: July 3, 2003 Owner: Keller I.S.D. Owner's representative: Mark Canterbury 817-744-1201 Architect: SHW Group Architect's representative: Bruce Morris 972-701-0700 Steele & Freeman, Inc. Town of Westlake Arts and Sciences Center RFQ STEELE & FREEMAN, INC. FINANCIAL REPORT DECEMBER 31, 2007 AND 2006 FINANCIAL STATEMENTS LIABILITIES AND STOCKHOLDERS` EQUITY CURRENT LIABILITIES 2007 2006 Accounts payable $ 8,588,400 Accrued expenses � 4,144,700 Billings in excess of costs and 173,577 155,964 estimated earnings on uncompleted contracts 1,649,093 3,639,298 Total current liabilities 10,411,070 7,939,962 LONG-TERM LIABILITIES Retainage payable - 56,157 STOCKHOLDERS` EQUITY Common stock; no par value; 10,000 shares authorized; 4,338 and 425 shares issued and outstanding at December 31, 2007 and 2006 Additional paid in capital 54, 53 505 Note receivable - stockholder 140,1161 61 - Accumulated other comprehensive income (loss) (120 030) ) ( Retained earnings 2,935 8,415,261 6,766,200 Total stockholders' equity 8,476,990 6,822,640 TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY $ 18,888,060 $ 14,818,759 3 STEELE &- FREEMAN, INC. STATEMENTS OF INCOME FEARS ENDED DECEMBER 31, 2007 AND 2006 2007 2006 CONSTRUCTION REGENCIES $ 61,235,583 $ 74,448,145 COST OF CONSTRUCTION REVENUES 56,221,843 69,927,465 GROSS PROFIT 5,016,740 4,520,680 OPERATING EXPENSES General and administrative Depreciation and amortisation 2,2®6,253 2,080,936 148,950 150,159 OPERATING INCOME 2,661,537 2,289,585 OTHER INCOME (EXPENSE) Interest expense Gain on sale of assets (23) Interest and dividend income 18'212 76,924 Other income 409,015 474,584 172,321 252,623 Total other income (expense) 599,548 804,108 INCOME BEFORE INCOME TAXES 3,261,085 3,093,693 STATE INCOME TAX 62,024 132,493 NET INCOME $ 3,199,061 $ 2,961,200 See accompanying notes and accountant's report. STEELE & FREEMAN, INC. STATEMENTS OF STOCKHOLDERS' EQUITY YEARS ENDED DECEMBER 31, 2007 AND 2006 Accumulated Mote Other Common Stock Additional Receivable Comprehensive Retained Shares Amount Paid in Capital Stockholder Income(Loss] Earnings Total Balance, December 31,2005 425 $53,505 $ _ $ Comprehensive income $ (18,547) $4,959,975 $ 4,994,9: Net income Other comprehensive income - 21961,200 _ Unrealized holding gains arising during period Less: reclassification - 107,263 - adjustment for gains included in net income - _ _ - (85,781) Total comprehensive income Stockholders'distributions - _ 2,982,68: _ - (1,154,975) (1,154,97' Balance, December 31, 2006 425 53,505 _ - Comprehensive income 2,935 6,766,200 6,822,64C Net income Other comprehensive income - 3,199,061 Unrealized holding (losses) arising during period Less: reclassification (20,030) _ adjustment for gains included in net income - _ (2,935) Total comprehensive income - _ - 3,176,096 Stock split 3,825 - _ ssuance of common stock 88 1,108 140,161 (113,015) - - 28,254 Stockholders'distributions - _ _ (1,550,000) (1,550,000) stance, December 31,2007 4,338 $54,613 $ 140,161 $ (113,015) $ (20,030) $8,415,261 $ 8,476,990 See accompanying notes and accountant's report. 5 STEELE & FREEMAN, INC. STATEMENTS OF CASH FLOWS YEARS ENDED DECEMBER 31, 2007 AND 2006 2007 2006 CASH FLOWS FROM OPERATING ACTIVITIES Net income Adjustments to reconcile net income to net cash $ 3'193'061 $ 2,961,200 provided by operating activities: Depreciation & amortization (Gain) on sale of assets 148,950 150,159 Changes in operating assets and liabilities: (18'212) (76,924) Accounts receivable Interest receivable (4,965,431) 5,710,128 Costs and estimated earnings in (133) 155 excess of billings on uncompleted contracts Prepaid expenses (300,372) (145,292) Other assets 2,512 32,576 Accounts payable 106,654 _ Accrued expenses 4,443,700 (5,132,716) Billings in excess of costs and 17,613 84,396 estimated earnings on uncompleted contracts Other liabilities (1,990,205) (497,844) (56,157) _ Net cash provided by operating activities 587,980 3,085,838 CASH FLOWS FROM INVESTING ACTIVITIES Capital expenditures Proceeds from sale of assets (227,748) (224,864) Purchase of marketable securities 2,230,168 229,160 (1,153,474) (164,945) Net cash provided by(used in) investing activities 848,946 (160,649) See accompanying notes and accountant's report. 6 STEELE & FREEMAN, INC. STATEMENTS OF CASH FLOWS YEARS ENDED DECEMBER 31, 2007 AND 2006 2007 2006 CASH FLOWS FROM FINANCING ACTIVITIES Stockholders' distributions Proceeds from issuance of common stock $(1,550,000) $(1,154 975) 28,254 _ Net cash used in financing activities (1,521,746) (1,154,975) NET INCREASE (DECREASE) IN CASH (84,820) 1,770,214 CASH AND CASH EQUIVALENTS, BEGINNING OF YEAR 7,167,167 5,396,953 CASH AND CASH EQUIVALENTS, END OF YEAR $ 7,082,347 $ 7,167,167 SUPPLEMENTAL CASH FLOW INFORMATION Interest paid $ $ 23 State income tax paid - $ 135,231 $ 54,349 NtONtCASH INVESTING AND FINANCING ACTIVITIES Motes receivable for issuance of stock $ 113,015 $ _ See accompanying notes and accountant's report. 7 References Construction Mariaaer at Risk Projects Project(s): South Keller Intermediate School Additions to Parkwood Hill Intermediate School Teacher Training Center McDonwell School Road Elementary School Keller Intermediate School#5 Additions to South Keller Intermediate School Owner: Keller Independent School District Rep: Mark Canterbury Phone: (817) 337-3275 Fax: (817) 337-3261 Architect: Hahnfeld Associates Rep: Eric Hahnfeld Phone: (817) 921-5928 Fax: (817) 429-9336 Project(s): Central High School Indian Springs Middle School Additions to Hillwood Middle School Addition to North Riverside Elementary School Additions and Renovations to Keller Field House Bette Perot Elementary School Woodland Springs Elem. School Freedom Elementary School Hidden Lakes Elementary School Lone Star Elementary Schools Keller Middle School#5 Keller Elementary School #17 Keller Elementary School #18 Keller Elementary School #19 (in progress) Keller High School Owner: Keller Independent School District Rep: Mark Canterbury Phone: (817) 744-1201 Fax: (817) 337-3261 Architect: VLK Architects, Inc. Rep: Leesa Vardeman Phone: (817) 633-1600 Fax: (817) 633-9600 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Project: Upper Level School and Baseball Facility Owner: All Saint's Episcopal School Rep: Frank Sherwood Phone: (817) 731-2247 Fax: (817) 244-1347 Architect: Hahnfeld Hoffer Stanford Rep: Eric Hahnfeld Phone: (817) 921-5928 Fax: (817) 429-9336 Project: St. Vincent Episcopal School Owner: St. Vincent's Episcopal Cathedral Church Rep: Tom Murrell Phone: (817) 354-7911 Fax: (817) 354-5073 Architect: ARB Architects Rep: Alf Bumgardner Phone: (817) 543-1240 Fax: (817) 861-3220 Project: Roanoke Recreation Center Owner: City of Roanoke Rep: Jimmy Stathatos or Ronnie Angel Phone: (817) 491-6067 Fax: (817) 491-1090 Architect: GSBS Batenhorst Rep: Tom Batenhorst Phone: (817) 589-1722 Fax: (817) 589-2916 Project(s): Town of Trophy Club Community Pool and Rath House Owner: Town of Trophy Club Rep: Roger Unger Phone: (682) 831-4600 Fax: (682) 491-9312 Architect: Hahnfeld Hoffer Stanford Architects Rep: Michael Hoffer Phone: (817) 921-5928 Fax: (817) 429-9336 Project (s): Additions and Renovations for the Keller Education Center Renovations for the New Direction Center Additions to the Learning Center Owner: Keller Independent School District Rep: Mark Canterbury Phone: (817) 744-1201 Fax: (817) 337-3261 Architect: Presnell Associates, Inc. Rep: Glen Griggs Phone: (817) 540-6622 Fax: (817) 540-6662 Steele & Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ Project: Additions and Renovations to Keller Middle School Additions and Renovations to Keller Harvel Elementary Additions and Renovations to Whitley Road Elementary Owner: Keller Independent School District Rep: Mark Canterbury Phone: (817) 337-3275 Fax: (817) 337-3261 Architect: ARB Architects Rep: Alf Bumgardner Phone: (817) 543-1240 Fax: (817) 861-3220 Project: Additions and Alterations Ryan Family YMCA Owner: YMCA of Metropolitan Fort Worth Rep: Tom Purvis Phone: (817) 624-7266 Architect: Hahnfeld Associates Rep: Eric Hahnfeld Phone: (817) 921-5928 Fax: (817) 429-9336 Steele Freeman, Inc. I Town of Westlake Arts and Sciences Center RFQ FRARKH. SHERIMOMRASCE Protect Coordinator& Owner's Representative- 3825 Ben Creek Court, Aledo, Texas 76008 AR Sairtsf Episcopal School of Fort Worth Phone: 817-731-2247 Fax: 817-244-1347 email: fswood @msn.com September 1, 2006 TO WHOM IT MAY CONCERN: All Saints' Episcopal School of Fort Worth embarked on a program in mid -2003, to design and construct its Upper School, Baseball and Softball fields, two Soccer practice fields,related infrastructure, and Varsity Gymnasium on its 103 acre site in far west Fort Worth. This project supplemented the Lower School, Middle School, Chapel,and athletic and support facilities on the new campus completed between 1999 and 2003. Following structured and thorough selection processes,Hahnfeld Hoffer Stanford Architects was selected to design the facilities and Steele—Freeman, Inc..was selected as Construction Manager At Disk to construct the project. Construction of the Upper School and playing fields was started in September, 2004, and was completed and occupied following Christmas break in 2005. As additional funding was accomplished,the Gymnasium was started in June,2005, and completed in April, 2006. Total cost of both projects is approximately $15,000,000.00 Steele-Freeman consulted and worked effectively with the Architects during the design phases, developing periodic construction cost estimates and providing value-engineering services for the project to meet the School's budgets. During construction, Steele-Freeman's main office, superintendent, and project manager rendered competent management and oversight, with respect to scheduling, documentation, and coordination of the numerous sub-contractors and suppliers on the project to produce finished buildings and ancillary facilities meeting the School's expectations. I have no hesitation is endorsing and recommending Steele-Freeman as a thoroughly efficient and capable constructor for educational or otherf es of similar scope and nature. �,... �G�►�� � - �.-----'lam . _ Sep 07 06 07: 46a SAGO Waxahachie (972) 923-0488 p, 2 0 u thwe cl ti ` A S S F MOB L G 0 b y September 7, 2006 To Whom It May Concern; Southwestern Assemblies of God University has been working with Steele and Freeman on the building of our new dormitories for a year and a half. These buildings are 140,000 sq. ft. and have a GMP of 153 rnillion. Steele and Freeman have run a wonderful operation in completing our buildings in an effective and professional manner ensuring specific requests and accurate deadlines. We highly recommend working with such a skilled company. Should SAGU begin another building project any time soon, there would be no debate; we would be happy using Steele and Freeman. PTrewem Vice President Business and Finance info @sagu.edu I www sa u.ec9u 972.937.4010 e 1.888.YES.SAGU m 1200 Sycaore e Waxahachie, TX 75165 � fax: 972.923.0488 E P E K B � OFFICE OF THE SUPERINTENDENT OF SCHOOLS _ KELLER INDEPE ODE SCHOOL o r:> a B L O t 5 4 350 KELLER PARKWAY Construction Department KELLER, TEXAS 76243 PHONE: 317-744-1201 FAX: 817-337-3275 September 4, 2006 To Whom It May Concern: It is with great pleasure we write this letter of recommendation for Steele Freeman, Inc. In public schools, time and money are always at issue. This has been especially true in these times of fast growth, monthly increases in materials cost, and labor shortages. Steele freeman, Inc. has made us look good in all three areas. Under the most adverse conditions, they have met deadlines to assure that teachers occupy buildings with time to prepare for the arrival of students. An example of such efforts is our Liberty Elementary. A third of the way through the project, the District asked the contractor if major site modifications could be made, which would allow the District to sell a portion of the site for future commercial use. It caused a significant interruption in the schedule, but Steele Freeman worked with the District's request and still finished the building on time and the District benefited greatly from selling the property. On follow-up work, the professionalism of their workers has endeared them to campus staff. In the area of cost control, again only high marks! On bid jobs, they worked with us to stay within the betterment budgets resulting in no change orders. On Construction Manager at frisk contracts, they have actually saved the district money. They have completed successfully over $240,000,000 worth of work for the District. Our administration truly considers Steele Freeman, Inc. a trusted member of our team. They often put the district's interest before their business interest for the sake of client satisfaction. Steele Freeman, Inc. has allowed us to keep our construction commitments to our Board of 'T=rustees and our community, and we highly recom d them to your district. Sincerel , Mark '. Canterbury, AIA District Architect RECEIVED 0 4 200? c T E X A S [ May 2,2007 [ Mr. Conan Mathson Vice President of Operations Steele &Freeman, Inc. [ 1301 Lawson Road Fort Worth, Texas 76131 ( Dear Mr. Mathson: f [ I am glad I got to meet you recently after the Watauga City Council meeting. The award ( your company received was well deserved, and I offer my congratulations for this latest honor. f I also want to compliment and thank your company for the outstanding job that you did [ with the Library's expansion project. It looks very, very good, and our staff and patrons ( alike continue to compliment the Library on its new expanded area. We can't wait to get our new furniture and shelving into this new area and use it. f I particularly want to compliment one of your building consultants on this project, Jim [ Cagle. He was delightful to work with,kind and patient with my questions, and always extremely helpful. I hope you will thank him again for the Library staff and me; having [ experienced his helpfulness and the quality of his work, as well as those working with him, it is no wonder the Library expansion turned out so well! Again, my thanks to you and your staff at Steele &Freeman! Please let me know if we can help you in any way. [ [ [ Yours very truly, Y44& r Martha Chambers, Director Watauga Public Library [ CC Mike Freeman, President ( City of Roanoke Parks and RecreatIon 501 Roanoke Road m (817) 837-9930 Roanoke, TX 76262 Fax (817) 837-9940 F?CCSr Rising Star of the Metroplex ( December 7, 2005 I)EC 12 2005 Mike Freeman STEEL E_FIEEAfiA N Steele& Freeman, Inc. 1302 Lawson Road Fort Worth, TX 76131 Dear Mike: I would like to take this time and thank you and your company for the outstanding work that was done on the Roanoke Recreation Center. I would like to mention a very appreciative thank you to Sam Wethington and Rufo Reyes for their dedication and willingness to take the time to answer all of my trivial questions, no matter how many or big or small. Both of these two gentlemen should be commended for their facilitating the process and keeping the project on time. We had several issues at the beginning, and during the project, but none of which affected the job that these two men did. The City of Roanoke Parks and Recreation Department and the City of Roanoke are a growing community and future projects are immanent. I hope that our paths will cross in the future on other projects as well. If you need an additional reference for your company, please do not hesitate to give my name as a reference. Sincerely, Ronnie Angel Director of Parks and Recreation Cc: Sam Wethington Rufo Reyes Cathedral Church and LSALool Pgof�cat�edal of the Episeopad Diocese of Fort Worts. 1300 Forest Ridge < Bedford, Texts 76022-6770 Church 517-354-7911 School 354-7979 Fzx 354-5073 C October 30, 2003 I& Tad B.Bird Headmaster All Saint's Episcopal School 8200 Tumbleweed Trail Fort Worth, Texas 76109 Bear Mr. Bird, I have been advised that you are in the process of selection of a contractor for your building project at the school. Please give me the opportunity to impose for a moment and make a recommendation. As you may recall, we are in the completion stages of construction of our upper school building at St. Vincent's, and again thanks for the assistance during ourplanning and development. Our building is being completed ahead of schedule, under budget, and with the addition of costly changes. We have had the very enjoyable and beneficial experience of using Steele &Freeman, Inc. as general contractors for this project. This relationship has shown them to have the highest standards from the beginning to the end. We were able to employ their during the initial design stage, and they have been superb to the finish. We considered and interviewed nine firms and feel we chose the best. I have been involved in four of our five projects, including the initial phase, and this has been the most rewarding for all of us. Steele Sc Freeman, and all of their people, have been very professional and very accommodating, A large portion of the construction of a twenty-seven thousand square foot building toQ,k place while school was in session on the same property without conflict. `The building and the contractor meet our utmost expectations and highest standards. I, individually, and on behalf of the Building Committee, Parish and School Staffs, am very pleased to recommend Steele&Freeman to you and All Saint's. respectfully yours, Thom Murrell, Chairman Upper School Building Committee St. Vincent' Parish and School mac: Steele& Freeman, In 1301 Lawson Load Fort Worth, 'Texas 76131 TOWN OF June 12, 2003 Mr. Mike Freeman Steele Freeman Inc. Principal Dear Mike; I am writing this letter to congratulate you and your company on a job well done. Because of the professionalism and work ethic of you and your employees, the Town of Trophy Club was able to open their community pool months ahead of schedule and thousands of dollars under the guaranteed maximum price. Your experience working for public entities proved to be a tremendous asset for all concerned. Your willingness to meet with the elected officials both formally and informally created an atmosphere of trust and respect, helping to move the project forward as expeditiously as we did. As a former custom homebuilder, I also appreciated your ability to work with all phases of this project from planning through execution to completion. The personnel you placed in charge of this project all exhibited professional expertise and integrity as well as being a pleasure to work with. I have enclosed a copy of a letter I sent to Charlie Campbell expressing my appreciation for the way he handled the on site construction management. I also realize that his job was made easier by the behind the scenes work that Matt and John did. Feel free to use this letter as a letter of reference from me or you may give my name and phone number for specific references. In closing!just want to say thanks for all you and your company did to make this project the success that it is. incerely, Roger A. nger Director of Finance, Project Coordinator foo 1YLIll]7! f i e5 FORT WORTH TRANSPORTATIONAUTHORMY 1600 E. Lancaster Avenue r Fort Worth,Texas 76102-6720 r(817) 215-8700 e FAX(817)215-8628 April 2, 2003 Mr. Conan Mathson Steele Freeman, Inc. j 1301 Lawson Road Fort Worth, Texas 76131 l Subject: Construction Contract 00-202 Intermodal Transportation Center I I Dear Mr. Mathson: I Now that we have successfully completed the warranty period for the ITC, we have the opportunity to look back and reflect on the construction activity. There is no doubt that construction of this j unique building challenged all who were involved, from the design through construction management and construction itself. In the final analysis, the building has been unreservedly praised by all who have used it, and it stands as a testimony to the skill and determination of the construction personnel. No construction project, even the simplest, is free from stress and challenge, and this was no simple l project. Schedule expectations were thrust at you and obstacles put in your way, but you prevailed and the building, with its ancillary structures was opened on time, with well-deserved public fanfare. On behalf of the Fort Worth Transportation Authority I say, "Thank you for a job well done!" Sincerely, Kenneth G. Frost KGF-2003-04-001 Vice President/Proj ect Management KGF/sm l CITY BUS SERVICE C- SER\/l(;F Tn r)MAI iNfTr:D 1ATinnini nionn= v: nrrnnn it S AIA Document A305TM ® 1986 I Contractor's Qualification Statement i The Undersigned certifies under oath that the information provided herein is true and i sufficiently complete so as not to be misleading. ADDITIONS AND DELETIONS: The author of this document has [ I SUBMITTED TO:Troy J.Meyer,Director of Facilities added information needed for its Town of Westlake completion.The author may also { have revised the text of the original ADDRESS:3 Village Circle, Suite 202 AIA standard form.An Additions and [ Westlake,Texas 76262 Deletions Report that notes added information as well as revisions to I I SUBMITTED BY:Steele&Freeman,Inc. the standard form text is available l from the author and should be NAME:Rufo Reyes (rreyes @steelefreeman.com) reviewed.A vertical line in the left margin of this document indicates ADDRESS: 1301 Lawson Road where the author has added [ Fort Worth,Texas 76131 necessary information and where the author has added to or deleted PRINCIPAL OFFICE: Same from the original AIA text. This document has important legal [X] Corporation consequences. Consultation with an attorney is encouraged with respect [ ] Partnership to its completion or modification. [ ] Individual This form is approved and Joint Venture recommended by the American i [ ] Institute of Architects(AIA)and The [ ] Other Associated General Contractors of [ America(AGO)for use in evaluating NAME OF PROJECT(if applicable):Town of Westlake Arts and Sciences Center the qualifications of contractors. No endorsement of the submitting party or verification of the information is TYPE OF WORK(file separate form for each Classification of Work): made by AIA or AGO. [X] General Construction I [ ] HVAC [ ] Electrical [ ] Plumbing l [ ] Other(please specify) l §1.ORGANIZATION §1.1 How many years has your organization been in business as a Contractor?29 Years l- §1.2 How many years has your organization been in business under its present business name?29 Years AIA Document A305TM—1986.Copyright @ 1964,1969,1979 and 1986 by The American Institute of Architects. All rights reserved. WARNING:This AIA"' Document is protected by U.S.Copyright Law and International Treaties.Unauthorized reproduction or distribution of this Ate Document.or any 1 portion of it,may result in severe civil and criminal penalties,and will be prosecuted to the maximum extent possible under the law. This document was produced by AIA software at 13:30:01 on 04/01/2008 under Order No.1000325529_1 which expires on 10/26/2008,and is not for resale. User Notes: (3787450950) §1.2.1 Under what other or former names has your organization operated? Not Applicable §1.3 If your organization is a corporation,answer the following: §1.3.1 Date of incorporation:August 26, 1979 §1.3.2 State of incorporation:Texas §1.3.3 President's name:Michael D.Freeman §1.3.4 Vice-president's name(s) Darrell Benton Conan Mathson David Marsh §1.3.5 Secretary's name:Dena Rowland §1.3.6 Treasurer's name:Dena Rowland §1.4 If your organization is a partnership,answer the following: §1.4.1 Date of organization: §1.4.2 Type of partnership(if applicable): §1.4.3 Name(s)of general partner(s) Not Applicable I §1.5 If your organization is individually owned,answer the following: §1.5.1 Date of organization: §1.5.2 Name of owner: Not Applicable §1.6 If the form of your organization is other than those listed above,describe it and name the principals: Not Applicable t §2.LICENSING §2.1 List jurisdictions and trade categories in which your organization is legally qualified to do business,and indicate registration or license numbers,if applicable. Not Applicable §2.2 List jurisdictions in which your organization's partnership or trade name is filed. ` State of Texas §3.EXPERIENCE §3.1 List the categories of work that your organization normally performs with its own forces. Project Management,General and Final Cleaning,Demolition,Layout,Miscellaneous Earthwork,Erosion Control, Structural Excavation,Concrete,Miscellaneous Steel Erection,Rough Carpentry,Finish Carpentry,Door Installation,Finish Hardware Installation,Miscellaneous Specialty Installation,Metal Building Erection and various other minor labor tasks. AIA Document A305TM—1986.Copyright©1964,1969,1979 and 1986 by The American Institute of Architects. All rights reserved. WARNING:This AIAW" Document is protected by U.S.Copyright Law and International Treaties.Unauthorized reproduction or distribution of this AIA"Document,or any 2 portion of it,may result in severe civil and criminal penalties.and will be prosecuted to the maximum extent possible under the law. This document was produced by AIA software at 13:30:01 on 04/01/2008 under Order No.1000325529_1 which expires on 10/26/2008,and is not for resale. User Notes: (3787450950) [ [ §3.2 Claims and Suits. (If the answer to any of the questions below is yes,please attach details.) ( - §3.2.1 Has your organization ever failed to complete any work awarded to it? [ No §3.2.2 Are there any judgments,claims,arbitration proceedings or suits pending or outstanding against [ your organization or its officers? [ Please reference section labeled"Five" §3.2.3 Has your organization filed any law suits or requested arbitration with regard to construction contracts within the last five years? No §3.3 Within the last five years,has any officer or principal of your organization ever been an officer or principal of another organization when it failed to complete a construction contract? (If the answer is yes,please attach details.) i No I I §3.4 On a separate sheet,list major construction projects your organization has in progress,giving the name of [ project,owner,architect,contract amount,percent complete and scheduled completion date. Please reference section labeled"Two" ( §3.4.1 State total worth of work in progress and under contract: f I Total Amount of Work in Progress: $77,839,297.00 Total Amount of Projects Under Construction $148,228,530.00 §3.5 On a separate sheet,list the major projects your organization has completed in the past five years,giving the name of project,owner,architect,contract amount,date of completion and percentage of the cost of the work performed with your own forces. Please reference section labeled"Three" ( §3.5.1 State average annual amount of construction work performed during the past five years: i [ $67,046,462.00 §3.6 On a separate sheet,list the construction experience and present commitments of the key individuals of your organization. ( [ Resumes and/or interviews with our proposed staff can be provided upon request ( §4.REFERENCES §4.1 Trade References: I i Vaden's Acoustics The George D.Alan Company Smith Concrete Company 817.847.8822 214.496.9999 817.268.1413 Tim Riley Steve Frank Tracy Smith j AIA Document A305TM—1986.Copyright©1964,1969,1979 and 1986 by The American Institute of Architects. All rights reserved. WARNING:This AIA" i Document is protected by U.S.Copyright Law and International Treaties.Unauthorized reproduction or distribution of this AIA`°'Document,or any 3 portion of it,may result in severe civil and criminal penalties,and will be prosecuted to the maximum extent possible under the law. This document was produced by AIA software at 13:30:01 on 04/01/2008 under Order No.1000325529_1 which expires on 10/26/2008,and is not for resale. User Notes: (3787450950) ( i §4.2 Bank References: Bank of Texas,NA 801 Cherry Street,Unit 27 Fort Worth,Texas 76102 [ 817.877.2022 Doug Cassidy,Sr.Vice-President [ §4.3 Surety: [ §4.3.1 Name of bonding company: Chubb Group of Insurance Companies 1445 Ross Avenue,Suite 4200 Dallas,Texas 75202-2812 §4.3.2 Name and address of agent: Tucker Agency,LTD 2005 White Settlement Road Fort Worth,Texas 76107 817.336.8520 Tracy Tucker I §5.FINANCING §5.1 Financial Statement. [ §5.1.1 Attach a financial statement,preferably audited,including your organization's latest balance sheet and income statement showing the following items: [ Current Assets(e.g.,cash,joint venture accounts,accounts receivable,notes receivable,accrued [ income,deposits,materials inventory and prepaid expenses); [ Net Fixed Assets; Other Assets; [ Current Liabilities(e.g.,accounts payable,notes payable,accrued expenses,provision for income [ taxes,advances,accrued salaries and accrued payroll taxes); Other Liabilities(e.g.,capital,capital stock,authorized and outstanding shares par values,earned surplus and retained earnings). Please reference section labeled"Four" §5.1.2 Name and address of firm preparing attached financial statement,and date thereof: Weaver&Tidwell,LLP 1600 W.7`h Street,Suite 300 Fort Worth,Texas 76102 817.332.7905 Clint Siddons §5.1.3 Is the attached financial statement for the identical organization named on page one? Yes [ [ AIA Document A305TM—1986.Copyright©1964,1969,1979 and 1986 by The American Institute of Architects. All rights reserved. WARNING:This AIA'' Document is protected by U.S.Copyright Law and International Treaties.Unauthorized reproduction or distribution of this Ale Document,or any 4 portion of it,may result in severe civil and criminal penalties,and will be prosecuted to the maximum extent possible under the law. This document was produced by AIA software at 13:30:01 on 04/01/2008 under Order No.1000325529_1 which expires on 10/26/2008,and is not for resale. [ User Notes: (3787450950) i f §5.1.4 If not,explain the relationship and financial responsibility of the organization whose financial statement is provided(e.g.,parent-subsidiary). f Not Applicable §5.2 Will the organization whose financial statement is attached act as guarantor of the contract for construction? Yes §6.SIGNATURE §6.1 Dated at this 1st day of Name of Organiz to . t e Fr an,Inc. By: Michael P,./Ir_eenbn Title:President §6.2 Mr.Michael D.Freeman being duly sworn deposes and says that the information provided herein is true and sufficiently complete so as not to be misleading. Subscribed and swo fore me thi st d y Aril, 200 ggo'aYiii,4� o,�.. DENA ROWLAND Notary Public,State of Texas Notary Public: My Commission Expires o;`o`�'� February 05,2012 My Commission Expires: '0 5 i�� I i i i I AIA Document A305TM—1986.Copyright 0 1964,1969,1979 and 1986 by The American Institute of Architects. All rights reserved. WAR14ING:This AIA' L— Document is protected by U.B.Copyright Law and International Treaties.Unauthorized reproduction or distribution of this AIA' Document,or any 5 portion of it,may result in severe civil and criminal penalties,and will be prosecuted to the maximum extent passible under the law. This document was produced by AIA software at 13:30:01 on 04/01/2008 under Order No.1000325529_1 which expires on 10/26/2008,and is not for resale. User Notes: (3787450950) i . Town of Westlake REQUEST FOR PROPOSALS PROPOSALFORM PROPOSED ARTS & SCIENCES CENTER 1. Firm Information: Name of firm: Steele & Freeman, Inc. Address of principal office: 1301 Lawson Road Fort Worth, Texas 76131 Phone: (817) 232-4742 Fax: r (817) 232-9113 Primary Individual to Contact: Rufo Reyes rreyes@steelefreeman.com 2. Fees: It is anticipated that the Owner will enter into a fixed sum contract with the construction manager. Pre-construction Service Fee To include personnel expenses, project estimates, preliminary project schedule, value engineering, constructability reviews, pre-planning, overhead and profit, and other services, through the Design and construction document phases to conclude with the establishment of a guaranteed maximum price. Pre-construction Service Fee: $10,000.00 Construction Phase Services Fee To include profit and overhead costs. Overhead costs are defined as: Superintendent Assistant Superintendent(s) Project Manager Assistant Project Manager(s) Personal Vehicles for Field Staff Temporary Project Office Project Office Supplies Project Office Machines Monthly Reports/Aria) Photos Courier, Postage, etc. Project Office Telephones Field Staff Mobile Phones Drug Screens (SFI Employees) First Aid Supplies Supplemental Safety Inspections from ESC and Quoin Identify the Profit part of the Construction Phase Fee based on project scope and budget. Include method of calculating this cost. Profit part of the Construction Phase Fee $189,000.00* *Please note that a percentage fee of 3.50% shall be applied to any sum greater than the original fee basis and for changes in the work resulting in an increase in the Guaranteed Maximum Price. Identify the Overhead part of the Construction Phase Fee based on project scope and budget. Include method of calculating this cost. Overhead part of the Construction Phase Fee $300,000.00* *Based on a twelve month schedule. 3. Savings: Define the savings participation for this project. Owner 100 % CM 0 % 4. Schedule Furnish a schedule of estimated consecutive calendar days for the project: Please note that the final schedule will be determined upon receipt of the final construction documents. We anticipate construction to start July, 2008 and achieve substantial completion in 365 calendar days. 5. Performance and Payment Bond Identify the premium for 100% Performance and Payment Bond 1.10% of the GMP 6. Liability Insurance Identify the premium for General Liability, Automobile Liability and Umbrella Liability Insurance. 0.60% of the GMP 7. Builders Risk Insurance Identify the premium for Builders Risk Insurance. 0.18% of the GMP