Town Building & Space Needs Littleton, Massachusetts
Qualifications for Owner’s Project Management Services September 18, 2018
PREPARED FOR: Town of Littleton Attn: Anthony Ansaldi, Assistant Town Administrator 37 Shattuck Street Littleton, MA 01460
PREPARED BY: The Vertex Companies, Inc. 400 Libbey Parkway Weymouth, MA 02189 T: 781.952.6000 W: vertexeng.com Sudbury Town Hall Owner’s Project Management Services Town of Sudbury, Massachusetts March 2, 2018
TABLE OF CONTENTS
Page No. Section Title
01 - 02 Section 1 - Cover Letter
Section 2 – Firm Qualifications 03 - 12 § Firm History & Ownership § Project Experience and References Section 3 – Project Team § Key Personnel Introduction 13 - 20 § Project Organizational Chart § Resumes § Licenses & Certifications
21 - 24 Section 4 – Project Approach
25 Section 5 – Schedule
26 - 42 Section 6 – DSB Form
Section 7 – Required Forms § Attestation of Tax Compliance and Certificate of Non– 43- 45 Collusion § Certificate of Authority § Town of Littleton, Massachusetts
Section 8 – Additional Information § Letters of Reference 46 -52 § Insurance Certificate § Financial Information
Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
September 18, 2018
Town of Littleton Attn: Anthony Ansaldi Assistant Town Administrator 37 Shattuck Street Littleton, MA 01460
RE: Owner’s Project Management Services Town Building & Space Needs – Town of Littleton, Massachusetts
Dear Mr. Ansladi:
The Vertex Companies, Inc. (VERTEX) is pleased to submit the enclosed Statement of Qualifications for your upcoming project. As requested, please find enclosed five (5) copies and one (1) electronic copy of our proposal for your consideration.
VERTEX was founded in 1995 as a full-service construction and environmental services firm. We have completed a wide array of construction projects on behalf of public agencies or insurance companies, and we are currently providing Owner’s Project Management (OPM) services for multiple public building projects here in the Commonwealth. VERTEX has a proven track record of working successfully with owners, designers, contractors, and the public.
VERTEX has extensive and relevant experience in the construction and renovation of municipal buildings in Massachusetts, including historic town hall and senior center projects. VERTEX recently served as the OPM for the historic renovation/restoration of the Harvard Town Hall, as well as for the historic restoration of Falmouth Station. Additionally, VERTEX served as the Owner’s Project Manager for Littleton’s Athletic Fields and Littleton’s Fire Station. VERTEX’s team is currently representing several
HARVARD TOWN HALL towns and districts in the feasibility, design, construction, and closeout phases of municipal building projects. The following represents a selection of VERTEX’s OPM experience with historic buildings and other municipal projects here in Massachusetts:
• Littleton Fire Station – Renovation/Addition (Littleton, MA) • Littleton Athletic Fields – New Construction (Littleton, MA) • Upton Town Hall – Historic Renovation/Restoration (Upton, MA) • Harvard Town Hall – Historic Renovation/Restoration (Harvard, MA) • Town of Wellesley – Historic Restoration of Building Envelope (Wellesley, MA) • North and Center Town Halls – Historic Renovation/Restoration (Chelmsford, MA) • Abbot Hall Restoration – Historic Restoration (Marblehead, MA) • Billerica Town Hall – Masonry Repair/Window Replacement (Billerica, MA) • Falmouth Station – Historic Renovation/Restoration (Falmouth, MA) • Seth Ventress Building – Historic Renovation/Restoration (Marshfield, MA) • Daniel Webster Estate and Heritage Center – Historic Restoration (Marshfield, MA) • Foxborough Town Hall – New Construction (Foxborough, MA) • Dracut Town Hall – New Construction (Dracut, MA) • Franklin Senior Center – Renovation (Franklin, MA) • Harvard Hildreth House Senior Center – Renovation (Harvard, MA) • Halifax Senior Center – Addition/Renovation (Halifax, MA) • Burlington Town Offices and COA – Renovations (Burlington, MA) • Kingston Public Library – Renovation/New Construction (Kingston, MA) • Medford Public Library – Renovation/New Construction (Medford, MA) • Upton Library – New Construction (Upton, MA)
VERTEX Town Building & Space Needs | 1 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
VERTEX has prepared a team of highly-qualified professionals that will serve to represent the interests of the Town of Littleton (Town) throughout Phase I - Pre-Design and Phase II – Design & Construction, pending additional funding, of the Littleton Town Building & Space Needs project. I will serve as the Project Director, overseeing VERTEX’s team for the duration of the project. Kevin Heffernan, a construction professional with extensive experience as Project Manager for multiple construction projects, will serve as VERTEX’s Project Manager. Mr. Heffernan and I will be supported by a team of specialized professionals, including: Steven Kirby, a construction professional with over 34 years of experience; Stephen Theran, a LEED Accredited Professional with extensive construction experience; Terry Scalzo, a mechanical, electrical, and plumbing specialist with over 35 years of experience; and Kenneth Tarbell, our proposed cost estimator. Additionally, if necessary VERTEX can provide the professional services of Erik Borgesen, CMC, our industrial hygiene and building sciences representative, and Jonathan Noris, PE, LSP, our environmental specialist, if needed.
VERTEX certifies that we have read through the Request for Qualifications and that we meet the minimum criteria listed within. VERTEX acknowledges receipt of Addendum No. 1. VERTEX’s Jon K. Lemieux, P.E. is a registered engineer in the Commonwealth of Massachusetts (Civil, Registration #41741) with over 25 years of supervisory experience in the construction field. Additionally, Mr. Lemieux (recertified 3/24/2015) and Mr. Kirby (recertified 5/24/18) each hold Certifications for School Project Designers & Owner’s Project Managers from the Massachusetts Inspector General’s Office, copies of which are included in our proposal. Dates of their certifications are as follows: Jon Lemieux – certified June 2008, recertified March 2015, and Steven UPTON TOWN HALL Kirby – certified May 2015, recertified May 2018.
VERTEX further certifies that Jon K. Lemieux is authorized to negotiate and execute the Contract for Project Management Services. His contact information is listed below:
Jon K. Lemieux, Executive Vice President The Vertex Companies, Inc. 400 Libbey Parkway, Weymouth, MA 02189 (781) 952-6000 | [email protected]
Upon review of our proposal, I am confident you will find that VERTEX is uniquely qualified for this scope of work. VERTEX will commit its best team to this project from our first meeting with you through the project’s successful completion; this is a commitment that we do not take lightly as we are all a part of our employee-owned firm. As previously stated, we are serving as owner’s project manager for several municipal building construction projects in Massachusetts, and as such can offer expertise and insight into Littleton’s project to ensure that the project adheres to all timelines and schedules. VERTEX has been repeatedly used to turn around and complete dozens of defaulted construction projects; this experience sets us apart from other firms as we have seen what can make a project become distressed and as such can offer our guidance during the planning stages to help ensure that Littleton’s project does not. VERTEX is immediately available to assist the Town of Littleton with the Town Building & Space Needs project.
Sincerely, The Vertex Companies, Inc.
Jon K. Lemieux, P.E. Executive Vice President
VERTEX Town Building & Space Needs | 2 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
SECTION 1 – FIRM QUALIFICATIONS | Firm History & Ownership
The Vertex The Vertex Companies, Inc. is a fast-growth, international firm that is employee-owned and Companies, Inc. consistently ranked as one of the best places to work. As an industry-rated top Construction, Engineering, Environmental, and Forensic Consulting company, VERTEX is value-focused and operates Construction Services with a constant sense of urgency. We have provided complex engineering and construction services Owner’s Project on over $1 billion in construction projects. We have also completed over $150 million in general Management construction and construction management projects for a wide array of private and public customers Schedule & Budget nationally and internationally. Management VERTEX was founded in 1995 as a full-service construction and environmental services firm and Cost Estimating Value Engineering currently has more than 425 professionals with offices in Massachusetts, California, Colorado, Constructability Reviews Connecticut, Florida, Georgia, Hawaii, Illinois, Kansas, Michigan, Missouri, New Jersey, New York, Contractor North Carolina, Pennsylvania, Texas, Washington, and Washington, D.C. Prequalification VERTEX culture is defined by responsiveness and attentiveness to our clients. Our core values include Contract Procurement maintaining a positive attitude, applying resourcefulness in problem solving and management, and LEED Professionals / always generating a first-class work product. Green Building Project Document Throughout 2017, VERTEX continued to grow. ENR ranked VERTEX No. 31 on their list of Top Controls Construction Management/Program Management Firms up seven spots from 2015. ZweigWhite Construction ranked VERTEX No. 6 for the second year in a row on their Hot Firm list and No. 41 on their list of Best Management Firms to Work For. Surety Consulting In addition to OPM, much of our work has involved distressed and complicated projects where Claim Consulting VERTEX has been asked to provide third-party construction consulting or project management Expert Witness services. On many of these projects, VERTEX was asked to provide assessments and implement Tenant Improvement Insurance Services actions that would restart the construction process. We feel this experience sets VERTEX apart as we have seen what can make a project become distressed, and as such can offer our guidance during the Environmental Services planning stages of each project to help ensure that the Town of Littleton’s project does not. Due Diligence VERTEX’s team is qualified in the areas of claims and complex contract administration, risk and Environmental Site financial management, insurance, and bonding. More importantly, VERTEX’s experience with Assessments troubled projects has taught us how to resolve conflicts effectively. These experiences coupled with Portfolio Risk our experiences providing project management for owners and third parties give us a unique skill set Management for dealing with fast moving construction in a safe, quality, and budget-driven manner. Remedial Design & Construction VERTEX is a financially viable corporation and annually undergoes the preparation of Financial Underground Storage Statements prepared by our accountants of Minsk, Gould, Tattrie & Lussier, LLP. As our clients will Tank Related Services attest, VERTEX has an excellent track record for solving complex engineering and construction related Site Development challenges and for supreme dispute resolution experience. Services In December of 2013, VERTEX became 100% employee-owned through an Employee Stock Option Industrial Hygiene & Plan (“ESOP”). Employee ownership not only bolsters the entrepreneurial spirit for which this Building Science organization was founded, it also acknowledges the hard work and contributions that the VERTEX Services team has made, and further deepens our employees’ responsibility in making VERTEX exceptional in Indoor Air Quality the work we do. Information regarding our Board of Directors is listed below: Assessments Mold Assessments William McConnell Chief Executive Officer Industrial Hygiene Jeffrey Picard President Lead & Asbestos James O’Brien Chairman of the Board Marc Fiore Chief Financial Officer Engineering Services Civil Structural Mechanical
VERTEX Town Building & Space Needs | 3 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
Historic Project Experience & References
NORTH & CENTER TOWN HALLS (CHELMSFORD, MA) Owner: Town of Chelmsford Permanent Building Committee Reference: Paul Cohen, Town Manager – (978) 250-5201 VERTEX Personnel: Project Director – Jon Lemieux; Project Manager – Kevin Heffernan Cost: $5.2M OPM Fee: $262K Construction Cost: $4.5M
VERTEX served as the Owner’s Project Manager to the Town of Chelmsford for the historic restoration of the North and Center Town Halls. The project involved the historical restoration of two buildings in town: the Center Town Hall which was constructed in 1879 and currently serves as the Chelmsford Center for the Arts; and the North Town Hall, constructed in 1853 which now serves the community as an after-school space for middle-school students. North Town Hall, now known as the Chelmsford Community Center, was officially added to the National Register of Historic Places in 2014 after the restoration was completed.
The projects involved restoration of the building’s structural, architectural, and North Town Hall mechanical components, as well as ADA upgrades to ensure accessibility throughout the buildings. VERTEX’s services included attendance at committee meetings, budget preparation and review, designer selection, and construction administration oversight.
Responsibilities included: designer procurement; oversight of all phases of design including schematic design, design development, construction documents, bidding and construction administration; contractor payment reviews and recommendation; budget and schedule management; close out management. Responsibilities also included assisting the Owner in various public information sessions, both in person and on local cable television, before and after project approval.
Center Town Hall
Stage Basement Level Auditorium Balcony North Town Hall Center Town Hall Center Town Hall
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After
VERTEX Town Building & Space Needs | 4 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
ABBOT HALL RESTORATION (MARBLEHEAD, MA) Owner: Town of Marblehead Reference: Rebecca Curran Cutting, Chief Procurement Officer – (978) 631-0000 VERTEX Personnel: Project Director – Jon Lemieux; Project Manager – Steven Kirby; Project Representative – Kevin Heffernan Cost: $2.45M OPM Fee: $81K Construction Cost: $1.8M
VERTEX served as the Owner’s Project Manager for the $2.45M historic renovation of Abbot Hall. This project involved the comprehensive repair and restoration of the building, including general masonry repairs and restoration of the historically significant clock tower, clock faces, shingle stone replication, and weathervane (pictured below). This new weathervane replaced a replica of the 1877 original that was fabricated in 1955 but removed in 2012 due to its poor condition and missing pieces. The project also included required accessibility upgrades to signage, door hardware, and accessible parking spaces. The Town of Marblehead applied for and received variances from the Architectural Board to allow the historic character of the building’s main doors and stairway to be preserved. VERTEX’s services included attendance at public meetings, coordination with the Historic Commission, budget preparation and review, designer selection, bid process oversight, and clerk-of-the-works services during the construction phase of the project. One of the biggest challenges associated with this restoration project was the severely restricted footprint available to the contractor for his work and laydown area. This was discussed at length with the owner and designer during design, a logistics plan was determined and included in the contract documents prior to the bid so the contractor would be fully aware of the restrictions.
The pictures below depict before and after conditions of the renovation process:
Clock Faces Historic Weathervane Masonry Restoration
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After
VERTEX Town Building & Space Needs | 5 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
SETH VENTRESS BUILDING RENOVATION (MARSHFIELD, MA) Owner: Town of Marshfield – Ventress Building Committee Reference: Ruthann Despier – (781) 834-5000 x40119 VERTEX Personnel: Project Director – Jon Lemieux; Project Manager – Kevin Heffernan Cost: $3.9M OPM Fee: $198K Construction Cost: $2.86M
VERTEX served as the Owner’s Project Manager for the $3.9 million restoration of the historic Ventress Building in Marshfield, MA. The building is included on the list of Nationally Registered Historic Places. The project involved the complete interior and exterior renovation of the historic building, which serves as the offices of the Marshfield School Department. The building includes two stories of offices and a historically-restored meeting room for community use.
The Seth Ventress Building was originally constructed in 1895 and served the Town of Marshfield as a school, library, police station, and town hall. In 2010 the building was completely renovated and restored to its original state. The second floor auditorium and grand stairway as well as the exterior of the building were restored using old photographs and investigation.
VERTEX’s services included attendance at public meetings, coordination with the Historic Commission, budget preparation and review, designer selection, bid process oversight, and clerk-of-the-works services during the construction phase of the project. One of the biggest challenges associated with this restoration project was lowering the basement level to meet code requirements. Work included the extensive underpinning of the entire perimeter of the original stone foundation walls.
The pictures below depict before and after conditions of the renovation process:
Community Room Main Stair Interior
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After
VERTEX Town Building & Space Needs | 6 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
UPTON TOWN HALL RENOVATION (UPTON, MA) Owner: Town of Upton Reference: Kelly McElreath, Town Clerk – (508) 529-3565 VERTEX Personnel: Project Director – Jon Lemieux; Project Manager – Steven Kirby; Clerk of the Works – Bryan Fors Cost: $7.0M OPM Fee: $346K Construction Cost: $5.2M
VERTEX served as the Owner’s Project Manager for the $7.0 million historic renovation of the Upton Town Hall designed by McGinley Kalsow & Associates, Inc. The project included a complete renovation of the historic town hall with modern meeting and office space throughout. The project included enhancements to the building’s structure, envelope, mechanical/electrical/ plumbing equipment, and all finishes. The project also included a historically- restored stage in the public meeting room. VERTEX’s services included attendance at public meetings, budget preparation and review, bid process oversight, and on-site supervision of construction activities. VERTEX also assisted in the coordination of moving employees and equipment from the Town Hall into a temporary facility. Many of the challenges associated with this project were centered on the historic nature of the building and the way in which the building was originally constructed. For example, routing of MEP and fire protection systems throughout the building was difficult due to the timber framing that was not discovered until selective demolition began. Special attention was paid to the routing as to not damage any of the historic components of the building. Another issue that was discovered involved the original stone foundation. From the interior, sizable stones were exposed to view, but during exterior excavation, the outer layer of the rear foundation walls were found to be smaller, looser stones which weren’t structurally suitable. Due to the potential stability problems uncovered, rebar and mesh were installed over the stone, and the mesh was then shotcreted in two lifts. A major component of the renovation process involved lowering the floor in the basement to allow for additional usable interior space to accommodate town offices. Expanding the lower level of the building meant that the historic exterior was preserved. The pictures below depict before and after conditions of the renovation process:
Structural Arches Ground Floor Auditorium
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After
VERTEX Town Building & Space Needs | 7 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
HARVARD TOWN HALL (HARVARD, MA) Owner: Town of Harvard Reference: Tim Bragan, Town Administrator – (978) 456-4100 x 313 VERTEX Personnel: Project Director – Jon Lemieux; Project Manager – Steven Kirby; Clerk of the Works – Bryan Fors Cost: $3.0M OPM Fee: $215K Construction Cost: $2.25M
VERTEX recently served as the Owner’s Project Manager for the $3.0 million historic renovation of the Harvard Town Hall, located within Harvard’s Town Center Historic District. The project included a complete renovation of the 6,000 SF town hall with new electrical, mechanical, and plumbing systems, as well as several structural upgrades. The project also included new aluminum clad wood windows throughout, as well as the replacement of the original cupola. VERTEX’s services included attendance at public meetings, budget preparation and review, bid process oversight, and on-site supervision of construction activities. This project restored the town hall to its original grandeur while concurrently updating key building systems and accessibility to ensure the building would successfully serve the community for many years to come. The project was on schedule and substantially completed in May of 2016, and town employees returned to their new office in June.
Responsibilities included: oversight of all phases of design including schematic design, design development, construction documents, bidding and construction administration; contractor payment reviews and recommendation; budget and schedule management; close out management. Responsibilities also included assisting the Owner in various public information sessions, both in person and on local cable television, before and after project approval.
The pictures below depict before and after conditions of the renovation process:
Auditorium Front Elevation
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After
VERTEX Town Building & Space Needs | 8 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
Additional Experience & References
LITTLETON FIRE STATION w LITTLETON, MASSACHUSETTS Owner: Town of Littleton Reference: Scott Wodzinski, Fire Chief – (978) 540-2361 – [email protected] Address: 20 Foster Street, Littleton, MA 01460 VERTEX Personnel: PD: Jon Lemieux; PM: Kevin Heffernan; Clerk: Bryan Fors Total Project Cost: $8.0M
VERTEX recently served as the Owners Project manager for the $8.0M Fire Station Construction project. The project included relocating current fire department apparatus as well as quarters for the full-time and on-call fire fighters. VERTEX assisted in the procurement of a temporary fire apparatus structure that houses all current fire department apparatus. VERTEX’s responsibilities also included assisting the designer and Permanent Building Committee with design options and budget reviews. The project included the renovation of the current fire department headquarters to allow for upgraded dorm rooms as well as a meeting room, training center and department offices. The project included a pre-engineered apparatus 4 bay structure that provides space for all department equipment.
LITTLETON ATHLETIC FIELDS w LITTLETON, MASSACHUSETTS Client: Town of Littleton Reference(s): Anthony Ansaldi – Assistant Town Manager – [email protected] – (978)-540-2460 Joe Collentro – Littleton PMBC Chairman – [email protected] Project Address: 56 King St, Littleton, MA 01460 Vertex Project Team: Project Director – Jon Lemieux; Project Manager – Kevin Heffernan Total Project Cost: $4.0M
VERTEX recently served as the Owner’s Project Manager for the $4.0M construction of the Littleton Athletic Fields. This project involved a new turf field, bleachers, concession stand, ticket booth, press box, and improved parking. The new field will be used by a variety of sports programs throughout the Town. VERTEX’s services have specifically included general project management, attendance at project meetings, budget review, and review of construction progress.
BURLINGTON TOWN BUILDINGS w BURLINGTON, MASSACHUSETTS Owner: Town of Burlington Reference: Richard Reid, Facilities Director, [email protected] Address: Burlington Town Hall Annex – DPW Office, 25 Center Street, Burlington, MA 01803 VERTEX Personnel: PD: Jon Lemieux; PM: Steven Kirby Total Project Cost: $3.6M
VERTEX is currently serving as the Owner's Project Manager for the renovations of two town buildings. The renovations provide upgraded amenities for the Council on Aging, Veteran’s Services, Board of Health, and Burlington Youth and Family Services. One of the buildings remained occupied during construction.
VERTEX Town Building & Space Needs | 9 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
FOXBOROUGH TOWN HALL w FOXBOROUGH, MA Owner: Town of Foxborough Reference: William Yukna, Chairman, Permanent Building Committee – (508) 543-1667 – [email protected] Address: 40 South Street, Foxborough, MA 02035 VERTEX Personnel: Project Director – Jon Lemieux; Project Manager – Steven Kirby; Clerk of the Works – Daniel Alemu Cost: $7.2M VERTEX recently served as the Owner’s Project Manager for the construction of the new $7.2M Foxborough Town Hall. The project consisted of a 2-story building totaling 15,000 SF. The new building includes town offices, archival storage, and administrative work stations. VERTEX’s services included overseeing the work of the architect during the design and construction process, attendance at public meetings, coordination with building inspectors and town officials, bid process oversight, project management during construction, and on-site monitoring of construction activities.
Wellesley Town Hall (Historic) w Wellesley, Massachusetts Owner: Town of Wellesley Reference: Mr. Steve Gagosian – 781-489-4256 – [email protected] Address: 888 Worcester Street, Suite 370, Wellesley, MA 02482 VERTEX Personnel: PD: Jon Lemieux; PM: Steven Kirby Total Project Cost: $5M
VERTEX is currently serving as the Owner’s Project Manager for the building envelope renovation of the historic Wellesley Town Hall. The Wellesley Town Hall was originally built as a Library in 1883 and the Town Hall was an addition completed in 1886. The building was placed on the National Register in 1976. The exterior walls consist of granite, quartzite and brownstone. The low slope roofs are copper, and the steep roofs are red slate. Numerous repairs have been performed over the years, the latest being 1997. This project will address the restoration of the exterior envelope for all the exterior stonework, to include 100% repointing of the mortar joints, replacement of deteriorating stone in select locations, patching of stone, repair of previous patch repairs, and installation of structural tie-backs. In addition, all windows will be refurbished and/or replaced plus new storm windows, and all the low slope roof areas will be replaced with either copper or EPDM membrane. Due to temperature restrictions, the project will be performed in two phases. No masonry restoration work can be done during the winter months. Concurrent with the restoration project, a handicapped accessibility upgrade project will be performed on the interior to meet immediate MA Architectural Access Board accessibility requirements, including replacement of two entry doors, installation of automatic door operators, and counter height
DRACUT TOWN HALL w DRACUT, MASSACHUSETTS Owner: Town of Dracut Reference: James Duggan, Town Manager – (978) 452-1227 – [email protected] Address: 50 Billerica Road, Chelmsford, MA 01824 VERTEX Personnel: Project Director – Jon Lemieux Cost: $9.7M OPM Fee: $382K Construction Cost: $7.18M VERTEX served as the Owner’s Project Manager for the construction of the Town of Dracut’s new $9.7M, 22,500 square foot Town Hall building. The first phase of the project consisted of demolition of two single-family homes, site clearing, new infrastructure to support the new structure, and the construction of the new building. Phase Two, included the relocation of Town offices into the new Town Hall building, demolition of one single-family structure and the existing Town Hall building, reconstruction of a roadway running through the site, reconstruction of an existing parking lot, and landscaping. VERTEX’s services included attendance at public meetings, budget preparation and review, bid process oversight, and on-site supervision of construction activities
VERTEX Town Building & Space Needs | 10 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
SCITUATE SENIOR CENTER w SCITUATE, MASSACHUSETTS Owner: Town of Scituate Reference: Michele Seghezzi, Town Administrator, 781.545.8741, [email protected] Address: 600 Chief Justice Cushing Highway, Scituate, MA 02066 VERTEX Personnel: PD: Jon Lemieux; PM: Steven Kirby Total Project Cost: $1.8M
VERTEX is serving as the Owner's Project Manager for the $13M Senior Center. The new Senior Center will be on grounds of former elementary school. In addition, the Town Recreation Department will occupy space in a portion of the existing school. The remainder of the school is to be demolished to make room for the new Senior Center.
HILDRETH HOUSE SENIOR CENTER w HARVARD, MA Owner: Town of Harvard Reference: Tim Bragan, Town Administrator – (978) 456-4100 x 313 – [email protected] Marie Sobalvarro, Assistant Town Administrator – (978) 456-4100 x. 330 Address: 13 Ayer Road, Harvard, MA 01451 VERTEX Personnel: PD: Jon Lemieux; PM: Steven Kirby; Clerk: Bryan Fors Total Project Cost: $1.2M
VERTEX recently served as the Owner’s Project Manager for a project consisting of an addition and renovation to the existing historic Harvard Hildreth House Senior Center to comply with ADA accessibility requirements. The scope of work for the two-story, wood frame building included selective demolition, a two-story wood framed addition, aluminum clad wood windows, an interior hydraulic handicapped lift to provide access to the second floor, interior finishes, second floor toilet room renovation, and an extension of the existing exterior porch, as well as minor alterations to the mechanical, electrical, and plumbing systems. The project also included the installation of a new asphalt parking lot and driveway with associated drainage, grading, and site lighting. VERTEX’s services included attendance at all project meetings, budget review, and on-site clerk of the works services during the construction phase.
FRANKLIN SENIOR CENTER RENOVATION wFRANKLIN, MASSACHUSETTS Owner: Town of Franklin Reference: Thomas Mercer, Building Committee Chair – [email protected] Karen Alves, Senior Center Director – [email protected] – (508) 520-4945 Address: 10 Daniel McCahill Street, Franklin, MA 02038 VERTEX Personnel: PD: Jon Lemieux; PM: Steven Kirby; Clerk: Carly Spink Total Project Cost: $1.8M
VERTEX recently served as the Owner’s Project Manager for the $1.8M renovation of the Franklin Senior Center in Franklin, Massachusetts. The building was originally constructed in 2008, but the entire second level was left unfinished due to budget restrictions. The project involved the complete renovation of the second floor to develop meeting space, multi-purpose rooms, activity rooms, and office space to meet the demands of the growing senior center. It also included the installation of an elevator and a grand stair for egress requirements. The senior center remained completely operational throughout the duration of the construction project, and careful attention was paid to various activities to ensure that nothing hindered any of the center’s programs. The building celebrated its grand re-opening and open house on February 26th, 2017. VERTEX’s services included attendance at building committee meetings, budget review, and on-site clerk of the works services during the construction phase.
VERTEX Town Building & Space Needs | 11 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
MEDFORD LIBRARY w MEDFORD, MASSACHUSETTS Owner: City of Medford Reference: Barbara Kerr, Library Director – (781) 395-7950 – [email protected] Address: 85 George P. Hassett Drive, Medford, MA 02155 VERTEX Personnel: PD: Jon Lemieux Total Project Cost: To Be Determined
VERTEX recently served as the Owner’s Project Manager for the feasibility and schematic design phases of the renovation and expansion of the 29,000sf Medford Library VERTEX has been retained to continue to serve as the OPM from design development through project closeout. VERTEX’s services have included budget preparation, Designer RFQ preparation, assisting in site selection and feasibility and schematic design phase oversight, assisting with the grant application process, and attending meetings and coordinating with the MBLC. The City has been awarded a construction grant and is currently pursuing further approvals from the City to continue through design and construction.
KINGSTON PUBLIC LIBRARY w KINGSTON, MASSACHUSETTS Owner: Town of Kingston Reference: Sia Stewart, Library Director – (781) 585-0517 - [email protected] Address: 6 Green Street, Kingston Massachusetts 02364 VERTEX Personnel: PD: Jon Lemieux Total Project Cost: To Be Determined
VERTEX is currently serving as the Owner’s Project Manager for the feasibility and schematic design phases of the renovation of the Kingston Public Library project. VERTEX’s services have included budget preparation, Designer RFQ preparation, assisting in site selection, and feasibility and schematic design phase oversight, assisting with the grant application process, and attending meetings and coordinating with the MBLC. The Town has been awarded a construction grant and is currently pursuing further approvals via a scheduled Town Meeting to continue through design and construction.
NORTH FALMOUTH BRANCH LIBRARY w FALMOUTH, MASSACHUSETTS Owner: Town of Falmouth Reference: Leslie Morrissey, Library Director – (508) 457-2555 – [email protected] Address: 6 Chester St, North Falmouth, MA 02556 VERTEX Personnel: PD: Jon Lemieux Total Project Cost: TBD (feasibility and schematic design phase only)
VERTEX recently served as the Owner’s Project Manager for the feasibility and schematic design phases of the North Falmouth Branch Library project. VERTEX assisted the Town in preparing their application for a construction grant from the Massachusetts Board of Library Commissioners and completing the designer selection process. Our services included budget preparation, and Designer RFQ preparation, and feasibility and schematic design phase oversight.
VERTEX Town Building & Space Needs | 12 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
SECTION 3 – TEAM QUALIFICATIONS |Key Personnel Introduction Jon K. Lemieux, P.E. | Project Director: Mr. Lemieux is the Executive Vice President of OPM work for VERTEX. Mr. Lemieux is a proven project manager with over 25 years of experience in the industry. He has strong credentials and extensive experience in executive project management, cost estimating, budgeting, scheduling and engineering. Mr. Lemieux has experience working with Owners and design teams taking projects from Schematic Design through Design Development, Construction Documents, Procurement, Construction, and Close Out for numerous public and private clients. He has an undergraduate degree in civil engineering from the University of Massachusetts at Lowell and a graduate degree in civil engineering from Worcester Polytechnic Institute. Mr. Lemieux is a registered Professional Engineer with the Commonwealth of Massachusetts. Mr. Lemieux will be primarily responsible for managing the contractual relationship with the Town of Littleton and the Town Building & Space Needs Analysis Working Group. Kevin J. Heffernan | Project Manager, Health & Safety: Mr. Heffernan is a licensed and certified OSHA trainer for all OSHA construction safety courses through the OSHA 30-hour course. He authored VERTEX’s first-class safety program and has extensive safety training certifications. Mr. Heffernan is an approved Safety Engineer with the New York City Transit Authority and is a graduate of Stony Brook University. His credentials make him highly qualified to review jobsite safety. Mr. Heffernan was also the Project Manager on the Littleton Fire Station, Littleton Athletic Fields, Chelmsford Town Halls, Chelmsford Fire Department Headquarters, Barre Public Safety Facility, Restoration and Renovation of the Seth Ventress Building, and Chelmsford High School/Byam Elementary School projects. Mr. Heffernan, in conjunction with the clerk of the works, will have day to day responsibility for managing the relationship with the broader project team. Steven C. Kirby | Project Representative, Constructability Review: Mr. Kirby’s strong educational background coupled with his over 34 years of diverse construction experience has made him a key figure within the VERTEX organization. Mr. Kirby specializes in both vertical and heavy civil construction management. Prior to joining VERTEX, he was a Project Manager for a major municipal building general contractor in Massachusetts. Mr. Kirby holds a civil engineering degree from Northeastern University and is a licensed Massachusetts Construction Supervisor. Mr. Kirby has also completed the Massachusetts Certified Public Purchasing Official Program for Owner’s Project Managers as offered by the Commonwealth of Massachusetts. Mr. Kirby will be involved with front-end constructability reviews for the project, inclusive of drawings, technical specifications, and front-end. Stephen Theran | Project Representative, LEED Representative: Mr. Theran is a construction industry professional with extensive owner representation experience across multiple industry segments. He provides exceptional project problem solving solutions with the ability to communicate effectively with all levels from negotiating project field issues to reporting to project stakeholders. Mr. Theran has extensive experience providing owner’s project manager services for multiple large-scale school construction projects throughout Massachusetts, several of which required varying levels of LEED certification. Mr. Theran will provide assistance and direction to the Town as needed regarding the LEED certification process for this project. Terry R. Scalzo | Mechanical, Electrical, and Plumbing Specialist: Mr. Scalzo has 32 years of experience in the mechanical and plumbing industries, consisting of extensive experience as a project manager and quality control inspector at numerous large-scale facilities. He has in–depth knowledge of plumbing, fire protection, heating, ventilation and air conditioning (HVAC) systems as well as direct digital controls (DDC) system analysis. Mr. Scalzo has coordinated mechanical and plumbing design with teams of architects and engineers resulting in a reduction in claims as well as company quality recognition. Kenneth D. Tarbell | Cost Estimating: Tarbell Construction Management, Inc.: Kenneth D. Tarbell has over 35 years of experience in the construction management profession. From the beginning of the building process such as RFI’s and RFQ’s to bid preparation, implementing cost controls and the entire project management process, Mr. Tarbell has been a leader in his field for over three decades. Mr. Tarbell is a seasoned construction professional who has an impressive list of projects he has spearheaded.
VERTEX Town Building & Space Needs | 13 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
SECTION 3 – PROJECT TEAM | Project Organizational Chart
Littleton Town Building Town of Littleton, & Space Needs Analysis Massachusetts Working Group
Jon K. Lemieux Project Director PE, MCPPO
Kevin J. Heffernan Project Manager
To Be Determined Steven C. Kirby Kenneth D. Tarbell Clerk of the Works Project Manager Project Representative ON-SITE MONITORING CONSTRUCTABILITY COST ESTIMATING REVIEW Tarbell Const. MCPPO, CSL Unlimited Management
Stephen Theran Terry R. Scalzo Project/LEED Project Representative Representative MEP SYSTEMS REVIEW LEED AP, CSL Unlimited, MCPPO
VERTEX Town Building & Space Needs | 14 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
SECTION 2 - RESUMES | Project Director Jon Lemieux, PE, CCM, MCPPO VERTEX Executive Vice President [ [email protected] / 781-952-6014 ] Highlights: Construction Management Experience Nationwide Education/Training: M.S., Civil Engineering/Construction Management, Worcester Polytechnic Expertise: Construction Due Diligence Institute, 2000 Loan Monitoring B.S., Civil Engineering, University of Massachusetts, 1992 Loss Control Commissioning Completion Contracting Biography: Construction Estimating Construction Management Mr. Lemieux is an Executive Vice President at VERTEX, and also serves as Project Director Construction Project for our public OPM projects. He earned a B.S. in Civil Engineering from the University of Consulting, General Cost to Complete Studies Massachusetts. Mr. Lemieux earned an M.S. in Civil Engineering/Construction Management Feasibility Studies from Worcester Polytechnic Institute. Mr. Lemieux is a licensed Professional Engineer in Litigation Support & Expert Testimony (Construction) Massachusetts. He holds OSHA 10 Hour Construction Safety and OSHA 40 Hour HAZWOPER Owner's Representation certifications. Mr. Lemieux is an active member of the engineering community, holding Program Management Project Monitoring & Funds memberships with the A.S.C.E, B.S.C.E., and N.S.P.E Control Project Relets & Bidding Mr. Lemieux has also served as project director/owner’s project manager on a wide variety Surety Civil Engineering of projects including town halls (renovations and new construction), public safety building Construction Defect construction (fire and police stations), public utility company building projects, school repair Contract Claim Property Claim - Personal and upgrade projects (e.g. window replacements, roof replacements, HVAC repairs and upgrades, and science lab upgrades). in many of these projects, Mr. Lemieux assisted the clients in all phases of the design and construction process including designer selection and procurement, project programming, schematic design, design development, construction documents, bidding, construction administration and closeout. Mr. Lemieux is a highly respected consultant to the surety claims industry. He has a wide range of experience on projects in areas such as educational facilities, stadiums, offices, transportation, wastewater treatment, biotechnology, hotels, residential, detention facilities, and government military facilities, among others. Mr. Lemieux is an expert in all facets of the construction industry from conception through closeout.
Licenses/Certifications: Professional Engineer (PE) – Civil, MA, 41741 Certified Construction Manager – Construction Management Association of America Massachusetts Certified Public Purchasing Official Program (MCPPO) Certification for Owner's Project Managers OSHA 10 Hour Construction Safety & Health OSHA 40 Hour Hazardous Waste Operations Training OSHA 8 Hour Supervisory Training
Representative Historic Town Hall OPM Project Experience: • Upton Town Hall – Historic Renovation (Upton, MA) • Center & North Town Halls – Historic Renovations (Chelmsford, MA) • Harvard Town Hall – Historic Renovation (Harvard, MA) • Seth Ventress Building Renovation – Historic Renovation (Marshfield, MA) • Burlington Town Offices – Renovations (Burlington, MA)
VERTEX Town Building & Space Needs | 15 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
SECTION 2 - RESUMES | Project Manager
VERTEX Kevin Heffernan Director of Health and Safety Operations
Highlights: Project Management [ [email protected] / 781-952-6010 ] Experience Nationwide Emergency Management Expertise Catastrophic Response Management Education/Training: Experience B.A., History, State University of New York Stony Brook, 1996 Construction Management Division Manager Continuing Education, Construction Management, State University of New York Farmingdale HAZWOPER Train to Trainer Site Safety Manager’s Course, New York University OSHA Authorized Trainer Construction Supervisor’s License, Holy Cross College, MA Expertise: OSHA Training Education Center, Safety & Health Specialist, Keene State College Loss Control Construction Health & Safety Georgia Tech University, OSHA Training Institute Construction Management Litigation Support & Expert Testimony (Construction) Biography: Owner’s Representation Mr. Heffernan is the Health & Safety Division Manager of VERTEX. He has a B.A. Degree in Environmental Health & Safety Catastrophe Claims History from Stony Brook University. Mr. Heffernan is an authorized OSHA Construction and Construction Defects HAZWOPER Trainer. He is a licensed New York City Site Safety Manager as well as an active Property Claims member of the American Society of Safety Engineers and National Fire Protection Association. In addition to leading the health and safety team at VERTEX, Mr. Heffernan is a construction professional with considerable experience providing project management services to municipalities on a multitude of projects in Massachusetts.
Mr. Heffernan has performed numerous training seminars for both Domestic and International clients. He has managed the Health & Safety requirements for contractors performing the demolition of an industrial facility as well as the construction of a seven- story apartment complex. Mr. Heffernan was the site Safety Manager working with the New York City Transit Authority during the construction of 27 Elevator units and machine rooms.
Licenses/Certifications: 40 Hour Site Safety Manager Course OSHA 30 Hour Training Course, 600058560 OSHA 500, Construction Outreach Trainer, C0011458 OSHA 5600, Authorized Disaster Site Trainer, TR0001348 Disaster Site Train the Trainer Trainer OSHA Health Standard for Construction Hazwoper 40 Hour Worker Program, 41312 Hazwoper 24 Hour E.R. Technician Program, 41318
Representative Projects: • Littleton Fire Station – New Construction (Littleton, MA) • Littleton Athletic Fields – New Construction (Littleton, MA) • Chelmsford Town Halls – Historic Renovations (Chelmsford, MA) • Chelmsford Fire Headquarters – New Construction (Chelmsford, MA) • Abbott Hall Restoration Project – Historic Restoration (Marblehead, MA) • Beverly Regional Airport – New Construction (Beverly, MA) • Fitchburg Municipal Airport – New Construction (Fitchburg, MA)
VERTEX Town Building & Space Needs | 16 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
SECTION 2 - RESUMES | Project Representative
VERTEX Steven Kirby, MCPPO Division Manager
Expertise: Construction Management [ [email protected] / 781-952-6027 ] Owner’s Representation Surety Construction Defects Education/Training: Contract Claims B.S., Civil Engineering, Northeastern University, 1983 Property Claims
Biography: Mr. Kirby is the Division Manager for VERTEX. He earned a B.S. in Civil Engineering from Northeastern University in Boston, Massachusetts. He has the Fundamentals of Engineering (EIT) license and a Massachusetts Construction Supervisors license (unlimited). Mr. Kirby is experienced in Construction Management, Owners Project Management, Surety Claim completion, Construction Defect claim investigation, and Property and Casualty claim investigation.
Mr. Kirby has provided Owner Project Management services on numerous public works project acting as the Owner's representative. Services included oversight of the work performed by the project designer and contractors. Recent projects include new construction, historical renovation, addition/renovation, roof replacement, window replacement, and M/E/P/FP building systems replacement.
Mr. Kirby has provided claims consulting services for property and casualty insurance carriers on numerous claims including hail, snow loading, water infiltration, wind damage, and flooding. Claims involved damage to residential and commercial properties and included, but was not limited to, slate, asphalt shingle, built-up, PVC, EPDM roofs; EIFS; masonry; structural framing; drainage; foundations; siding; and interior finishes.
Licenses/Certifications: Massachusetts Fundamental of Engineering License, MA Massachusetts State Construction Supervisor License, MA OSHA 10 Hour Certified in Construction Health & Safety Massachusetts Certified Public Purchasing Official Program (MCPPO) Cert. for Owner's Project Managers, MA
Representative OPM Project Experience: • Upton Town Hall – Historic Renovation (Upton, MA) • Harvard Town Hall – Historic Renovation (Harvard, MA) • Foxborough Town Hall – New Construction (Foxborough, MA) • Franklin Senior Center – Renovation (Franklin, MA) • Burlington Town Offices – Renovations (Burlington, MA) • Parlin Elementary School – Phase Renovations Phases 1 – 3 (Everett, MA)
VERTEX Town Building & Space Needs | 17 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
SECTION 2 - RESUMES | Project Representative
VERTEX Terry Scalzo MEPFP Coordinator/Senior Project Manager
Highlights: Cooling Tower Installation in New [ [email protected] / 781-952-6024 ] York
Expertise: Special Training: Construction Due Diligence Local 112 Plumbers & Pipe Fitters; Completed 4 year apprenticeship Loss Control Property Condition Assessments program in heating, ventilating, air conditioning, plumbing and welding Commissioning Thermography Training Completion Contracting Construction Claim Analysis Construction Management Biography: Construction Project Consulting Cost to Complete Studies Mr. Scalzo is a MEP Coordinator/Senior Project Manager in VERTEX's Construction vertical. Feasibility Studies His experience includes serving as Owner's Project Manager (OPM), Property Condition Litigation Support & Expert Testimony (Construction) Assessment (PCA), Surety, and conducting cause and origin inspections and investigations Owner’s Representation on numerous claims relating to heating, ventilating, and air conditioning, plumbing, and fire Program Management Project Relets & Bidding protection as well as general construction issues. Mr. Scalzo previously worked at IBM in Reconstruction/Restoration Surety Endicott, NY installing cooling towers at Lourdes Hospital and Singerlink in Binghamton, NY. Tenant Improvement Mechanical Systems Energy management Systems Licenses/Certifications: Equipment Start-ups Commercial Builder’s License, MA, CS-105948 Construction Defects Certified Home Inspector Welding Certification, Local 112 Thermography Level I , 12101 OSHA 7600
Associations: National Fire Protection Association #2582912 American Society of Heating Refrigeration and Air Conditioning Engineers #5220469 American Welding Society Occupational Health and Safety Administration
Representative Projects: • Town of Chelmsford North and Center Administration Buildings - Historic Renovations (Chelmsford, MA) • Town of Marshfield Administration Building - Historic Renovation (Marshfield, MA) • Town of Upton Town Hall Administration Building - Historic Renovation (Upton, MA) • Greater Lawrence Technical School – HVAC Replacement (Andover, MA) • Consentino and Walnut Grove Elementary Schools – MSBA funded boiler & water heater replacement (Haverhill, MA) • Governor Winslow Elementary School – Replacement of HVAC systems and exterior windows (Marshfield, MA)
VERTEX Town Building & Space Needs | 18 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
SECTION 2 - RESUMES | Project Representative
Kenneth Tarbell Cost Estimator
[ [email protected] / 781-435-0032]
Expertise: Education/Training: Cost Estimating Value Engineering AS in Building Construction Technology, Wentworth Institute of Technology, 1973 Constructability review Continuing Ed, Estimating, Bidding, and Improving Negotiating Skills, Worcester Polytech. Risk Analysis Construction Management Biography: Mr. Tarbell is the Founder and President of Tarbell Construction Management, Inc. specializing in a full scope of services for the construction industry including overall project management, estimating, Value engineering, constructability review, risk analysis, dispute resolution as well as many other professional management and consulting services. He has been intimately involved in over 250 projects during his career ranging from under $1 million to municipal projects in the $60 million range. As a contractor, he provided estimating and construction services for the $30 million Canton High School in 2006, and the $33 million Weymouth High School in 2004.
Licenses/Certifications: MA Construction Supervisor CS # 29051 OSHA 10 Hour Construction Safety & Health Massachusetts Certified Public Purchasing Official, June 2008 Member of Associated General Contractors of Massachusetts
Representative Projects: • Maquan School, Hanson, MA- ($50M) • Abington Co-Located Pre K/Middle/High School ($78M) • Duxbury Middle/High School ($100M) • Newton Fire Station Renovation – Newton, MA • Lee Pool & Bathhouse – Esplanade, Boston, MA • Marblehead Transfer Station – Marblehead, MA • Renovations to Medway Middle School – Medway, MA • Greater Lowell Vocational Technical High School – Tyngsboro, MA • Franklin Park Garage – Boston, MA • Duxbury Co-Located Middle High School – Duxbury, MA • Natick DPW Building – Natick, MA • Page Elementary School – West Newbury, MA • New Quincy YMCA – Quincy, MA • Thundermist Health Center – Wakefield, RI • Falls Elementary School – North Attleboro, MA
VERTEX Town Building & Space Needs | 19 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
SECTION 2 - RESUMES | Licenses & Certifications
•
• • • • • • • • •
The Commonwealth of Massachusetts Office of the Inspector General One Ashburton Place, Boston, MA 02108
Massachusetts Certified Public Purchasing Official Program
Hereby presents this certificate to Steven Kirby
for successful completion of Recertification for School Project Designers and Owner’s Project Managers
Boston, Massachusetts May 23, 2018
______Glenn A. Cunha Inspector General
7 CPE Credits – “In accordance with the standards of the National Registry of CPE Sponsors, CPE credit has been Qualifies for 7 Professional Development Points based on the State Plan granted based upon a 50-minute hour.” for Professional Development
The Massachusetts Office of the Inspector General is registered with the National Association of State Boards of The Massachusetts Office of the Inspector General is registered with the Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Department of Elementary & Secondary Education to award professional State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints development points (PDP). regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
www.NASBARegistry.org. Qualifies for 7 MCPPO points toward recertification Sponsor ID#103866 Field of Study: Specialized Knowledge and Applications Instructional/Delivery Method: Group-Live Expires May 2021
VERTEX Town Building & Space Needs | 20 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
SECTION 4 – PROJECT APPROACH Project Objectives: As the Owner’s Project Manager, VERTEX will serve to represent the interests of the Town of Littleton (Town) throughout Phase I - Pre-Design and Phase II – Design & Construction, pending additional funding, of the Littleton Town Building & Space Needs project. We seek to create a collaborative project team, where VERTEX serves as the link between the Town and the Town Building & Space Needs Analysis Working Group, the Designer, and the Contractor. VERTEX has reviewed the Town’s Request for Qualifications and understands the objectives of the project. We have served as Owner’s Project Manager on multiple municipal building projects including town halls and senior centers, many of historical significance, and we have the knowledge and experience needed to work with the Town throughout this project.
Project-Wide Services: Communication/Project Meetings: Communication is a critical component to a successful project. VERTEX will attend all project meetings, Littleton Town Building & Space Needs meetings, Town meetings and weekly construction meetings. At Town meetings, VERTEX will provide updates on project progress, provide recommendations on payment applications and change orders, answer questions and receive feedback, and take minutes of the meetings. Additionally, VERTEX will advise the Town on project budgeting, schedule, project cash flow, design input, and project scope issues. Furthermore, at these meetings, VERTEX will provide the Town with monthly progress reports, updating the Town on the aforementioned issues. At the weekly construction meetings during the construction phase, VERTEX will represent the Town’s interest in the project, reviewing work progress, critical path work items, and overall subcontractor coordination. VERTEX will serve as the Town’s representative in the oversight and administration of the design contract, negotiations with the Designer as required, the coordination of the design team’s activities, and provide leadership with respect to the implementation of the design, bidding and construction phases by all parties. VERTEX will also serve as the Town’s representative in the oversight and administration of the construction contract, including maintaining certificates of insurance, bonds, and so forth from the Contractor, Designer, and others as necessary. Schedule Management: VERTEX has extensive resources in our organization for the creation and management of project schedules. VERTEX will develop a schedule for the entire project’s program, with stages that include: Pre-construction, Design, Bidding & Procurement, Construction, and Closeout. Once the contractor provides a Critical Path Method (CPM) Schedule for construction, VERTEX will perform a detailed review of this schedule for the Town, as well as performing monthly reviews and updates of the schedule to the Town’s Officials. VERTEX will work with both the Contractor and the Designer to help ensure adherence to schedules by all parties. Budget Creation & Management: VERTEX will develop a budget for the project which includes all construction costs, soft costs (i.e., design services, project management, etc.), furnishings, and contingencies. Additionally, we can utilize the services of Tarbell Construction Management, Inc. to prepare independent cost estimates for the project as a cross check to the estimates provided by the Designer during the Design Development and Construction Document (DD/CD) phases of the design. VERTEX will also develop an initial cash flow report that includes construction costs and incidentals. This information will be of great value to the Town of Littleton’s financial team as they plan for monthly payments throughout the project. Information and Records Management: Throughout all phases of the project, VERTEX will maintain a detailed project record for the Town. Such records will include all construction contract documents (i.e., plans and specifications), submittals and shop drawings, correspondence with all parties, construction correspondences (including Requests for Information, Construction Change Directives, etc.), and financial information (including Requisitions for Payment, Change Orders, Change Order Requests, and Proposal Requests). VERTEX utilizes a suite of Primavera software, including Contract Manager (formerly Expedition) and Primavera Project Planner (P6) for records management and scheduling respectively. Furthermore, VERTEX’s oversight of the document controls will result in the timely processing of time-sensitive documents such as submittals and payment requisitions. Green Building: VERTEX is familiar with green building philosophies and technologies. Grants and support are available for cities and towns that wish to design and construct high performance green buildings and renovations. VERTEX has multiple LEED® Accredited Professionals on our staff who can work with the Town and the design team to perform construction that
VERTEX Town Building & Space Needs | 21 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018 is in line with LEED®, MA-CHPS, and other green building standards that are in effect today. VERTEX recently served as the Owner’s Project Manager for the Marshfield Fire Station One project, which considered LEED® in the initial portions of the project evaluation. VERTEX assisted in reviewing cost and impacts to the project associated with LEED® certification. VERTEX’s Stephen Theran is LEED® accredited and can offer insight into LEED® compliance and accreditation requirements.
PHASE I Pre-Design Phase Services: During the pre-design phase of the project, VERTEX will develop the Designer Request for Qualifications (RFQ) for review by the Town. VERTEX will assist the Town with the advertising requirements for the RFQ. Once responses are received, VERTEX will participate in the RFQ review process as well as with the interviews of the short- listed respondents. Once a firm is selected, VERTEX further assist with designer negotiations and contracting.
Site Evaluation and Testing: VERTEX will assess the need for and assist in the implementation of site evaluation and testing including, but not limited to, site surveys, wetlands evaluation, environmental evaluations, hazardous materials evaluation, subsurface testing (percolation tests, test pits, borings, etc.). VERTEX will also assist in the procurement of these services for the Town.
PHASE II
Design Phase Services: During the design phases of the project, VERTEX will work to facilitate a constructive relationship between the Town and the design team. As Owner’s Project Manager, VERTEX will review any documents or feasibility studies that have already been prepared for the Town. We will work with the Designer to make sure that the needs identified in the previous feasibility studies are incorporated into the overall project program. Throughout the different phases of design, VERTEX will work with the Designer to ensure that the input from the Town is incorporated into the construction program. Additionally, VERTEX will provide advice to the Town and the Designer on alternative designs and materials, life cycle costs, and other options. VERTEX will also perform reviews of the documents and provide input to the design team in the interest of the Town. VERTEX will assist in facilitating a constructive relationship between the Town and the selected design firm. VERTEX will oversee the architect’s work in the interest of the Town as it relates to quality of design, efficiency of design, and cost effectiveness. Value Engineering & Life-Cycle Cost Analysis: Value Engineering for VERTEX is a project-long activity that starts the day we receive preliminary plans to the day construction activities are complete. VERTEX’s Project Representative and the Designer will each spend significant time reviewing and discussing the plans with the Town and the Designer. Using Tarbell’s estimating services, we can efficiently run alternative costs for the project. VERTEX will also review the life cycle costs of the products and materials being included in the project’s design. The costs of the construction, operation, maintenance, rehabilitation, depreciation, and replacement/disposal of materials can be reviewed so that the long-term interests of the Town are included in the project’s design and construction. Constructability Review: VERTEX will conduct a constructability review of the Construction Documents before they are distributed to potential bidders for the project. The purpose of the Constructability Review is to try to find those areas of the design that could be the basis of a change order for the contractor so that they may be clarified and discussed with the Town and the design team prior to the procurement process. The documents will be reviewed for feasibility of design ideas, technical accuracy, life cycle costs, potential end-user maintenance issues, etc. VERTEX has found that these reviews can greatly reduce the occurrence of change orders during the construction phase of the project. Finally, VERTEX will perform cursory reviews of the project documents to ensure compliance with Massachusetts Building Code, 9th Edition including Stretch Energy Code, Massachusetts Architectural Access Board, and Americans with Disabilities Act. VERTEX has extensive knowledge and experience in the legal and administrative requirements, procedures, and practices related to the design, funding, and construction of Massachusetts public building projects. Steven Kirby is a licensed Massachusetts Construction Supervisor and as such has a comprehensive understanding of the current building codes. Community Information: VERTEX will work with the Town and the selected design firm to help inform the community at large regarding the building project. Specifically, VERTEX’s team will be available to present on the Town’s behalf at all
VERTEX Town Building & Space Needs | 22 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018 public meetings related to the project, including: Town Building & Space Needs Analysis Working Group meetings, Board of Selectman meetings, Town meetings, conservation commission meetings, abutter/community meetings, and any other meetings that the Town deems are necessary. As an example, VERTEX participated in a videotaped presentation for an MSBA-funded school project in the Town of Barre, MA and attended Barre’s Town Meeting to present on the project.
Bid Phase Services: During the bid phase, VERTEX will work with the Town and the design team to oversee the public bidding process to ensure compliance with the Massachusetts General Laws (MGL) Chapter 149 or 149A as applicable. VERTEX will facilitate any necessary pre-bid conferences with prospective bidders, oversee the Designer in the distribution of construction documents, and oversee the public bid opening. VERTEX will work with the Designer to prepare a formal recommendation to the Town once the final bids have been received. VERTEX will assist the Owner in the preparation and execution of the Notice of Award and Owner-Contractor Agreement and obtain from the Contractor performance and payment bonds, insurance certificates, and all other documents and certificates required for contract execution. VERTEX will assist the Owner and the Designer in preparing and sending the Notice to Proceed to the Contractor and will subsequently provide the Contractor, Designer and Owner with required copies of executed construction contract documents. Finally, if necessary, VERTEX will represent the Town’s interest in any bid protests, re-bidding, or renegotiating of contracts. VERTEX has overseen the public procurement process on numerous projects in Massachusetts and is qualified to do so for the Town. We have thorough knowledge of the Commonwealth’s construction procurement laws, regulations, and policies. Jon Lemieux, PE, VERTEX’s proposed Executive Project Manager, and Steven Kirby, VERTEX’s proposed Project Manager, have both completed the Massachusetts Inspector General’s MCPPO certification program for School Project Designers and Owner’s Project Managers, and as such have a comprehensive understanding of the Massachusetts public procurement laws and procedures, including the amendments made by the 2004 Construction Reform Laws and the CM- at-Risk delivery method. VERTEX personnel have extensive experience with Chapter 149 and Chapter 149A delivery methods on public projects of similar scope and can apply that experience to Town’s project. Because of our background providing OPM services for multiple public projects, VERTEX is very familiar with the filed-sub-bid requirements in Massachusetts. We have assisted municipalities in advertising and obtaining filed sub bids for their projects, attended bid openings, and recording results. We also have experience with the pre-qualification process for both general contractors and subcontractors, including developing of the Requests for Services, evaluating submissions, and conducting reference checks.
Construction Phase Services: “Time is of the Essence” is VERTEX’s approach in meeting an aggressive design and construction schedule. Not only will we strive to meet your objectives, but we will make it a priority to improve upon the schedule and accelerate completion. Less time on site results in additional cost savings to the Town. The Contractor’s baseline schedule and periodic updates will be regularly reviewed and commented upon. VERTEX will monitor the Contractor’s compliance with the submitted construction schedule and make recommendations to the Owner when requirements of the Owner-Contractor Agreement are not being fulfilled. Our services during construction will include: Construction Administration Services: VERTEX will maintain a part-time or full-time on-site presence during the construction phases of the Town’s project, dependent upon the needs of the Town. VERTEX’s construction administrator will monitor construction to ensure compliance with contract plans and specifications, monitor time & materials work, and provide daily records and photographic documentation of the project. Change Order Review and Negotiation: VERTEX will provide an independent third-party review to all change orders issued on the project. VERTEX will review all proposed change orders on the Town’s behalf and make recommendations based on material costs, material quantities, labor rates, and labor quantities. VERTEX will see that all change orders are dealt with in a time-effective manner, so that they do not hinder the close-out of the project. Construction Health & Safety: Our approach towards safety and security typically emphasizes the safety procedures of contractors and construction personnel on site. We will monitor contractors’ safety programs, develop a logistics plan, and locate fences and barricades to ensure safety. We will review the contractors’ work and be sure the contract documents are specific in their responsibility for a safe work environment. An oversight in the quality or safety at any stage of any
VERTEX Town Building & Space Needs | 23 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018 project can be devastating. Aside from the obvious risk to public and worker safety, an accident can possibly delay project execution and increase project costs. Community Relations & Construction Mitigation: VERTEX will work proactively with the Littleton community to mitigate any disruption to community members caused by the project. A Construction Mitigation Plan will be developed in the design phase of the program, and VERTEX will attend any Town meetings with community leaders, neighborhood abutters, and any other interested stakeholders to develop a construction plan that will be mutually beneficial to all parties. Any issues from community members during construction will be dealt with in a time-effective manner. Additionally, VERTEX will work with the Town and the selected design firm to help keep the community informed regarding the building project. VERTEX will accomplish this through whatever methods are deemed by the Town as best for the Town of Littleton (e.g. periodic site tours during construction for local cable television, presentation information for the Town of Littleton’s website, etc.). Temporary Facilities: If temporary facilities are needed during the construction phase of any of the projects, VERTEX will work with the Town to find a suitable location and assist in coordinating the relocation of personnel and equipment as needed. VERTEX has assisted in the coordination of several temporary relocations including the efforts at the Upton Town Hall and Harvard Town Hall and is qualified to do so for the Town of Plymouth, if needed.
Closeout/Warranty Phase Services: Fundamentally, VERTEX believes that a project closeout begins at the beginning of the project. By planning for the closeout of the project from an early stage, the process of closing out the project will be accomplished much more effortlessly. Punch List: VERTEX will participate in the creation of the project’s final punch list, ensuring that all aspects of the project are completed satisfactorily before final payment is made to the contractor. As the punch list work is completed by the contractor, VERTEX will assist the design team in reviewing completed work. Building Commissioning: VERTEX understands the importance of building commissioning as it ensures that all building equipment is operating efficiently and per the specifications and commissioning plan. VERTEX’s Terry Scalzo has extensive experience in the construction, testing, and start-up of mechanical, electrical, and plumbing (M.E.P.) systems on both new construction and renovation projects alike. Closeout Documentation, Training and Warranty: VERTEX will review the contract documents and create a log of all closeout documentation that should be submitted at the completion of the project. This documentation will include, but not be limited to: operation and maintenance manuals, as-built/record drawings, contractor and manufacturer warranties, and end-user training. VERTEX will oversee the contractor in the turnover of all appropriate closeout materials and ensure that they are satisfactory to the Town and end users. Additionally, VERTEX will facilitate the scheduling of all training sessions, ensuring that the appropriate parties attend on the end user’s behalf, and will oversee the video recording of the training sessions per the contract documents.
VERTEX Town Building & Space Needs | 24 Section 5 - Schedule
ID Task Task Name Duration Start Finish 2019 2020 Mode Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 1 PHASE 1 ‐ PRE‐DESIGN 74 days? Tue 9/18/18 Fri 12/28/18 2 Consultant Team Selection 74 days? Tue 9/18/18 Fri 12/28/18 3 OPM ‐ proposals due 0 days Tue 9/18/18 Tue 9/18/18 9/18 4 OPM ‐ review proposals 7 days Tue 9/18/18 Wed 9/26/18 5 OPM ‐ interviews 9 days Thu 9/27/18 Tue 10/9/18 6 OPM ‐ negotiate and contract 5 days Wed 10/10/1Tue 10/16/18 7 Designer ‐ complete RFS 17 days Wed 10/17/1Thu 11/8/18 8 Designer ‐ ad in Central Register 1 day? Fri 11/9/18 Fri 11/9/18 9 Designer ‐ RFS responses due 15 days Mon 11/12/1Fri 11/30/18 10 Designer ‐ short list 5 days Mon 12/3/18Fri 12/7/18 11 Designer ‐ interviews 10 days Mon 12/10/1Fri 12/21/18 12 Designer ‐ negotiate and contract 5 days Mon 12/24/1Fri 12/28/18 13 PHASE 2 ‐ DESIGN & CONSTRUCTION 470 days? Mon 12/31/1Fri 10/16/20 14 Schematic Design Phase 65 days Mon 12/31/1Fri 3/29/19 15 Programming 20 days Mon 12/31/1Fri 1/25/19 16 Exisitng conditions documentation 20 days Mon 12/31/1Fri 1/25/19 17 Complete and finalize SD plans 40 days Mon 1/28/19Fri 3/22/19 18 OPM Cost/Budget Review at SD 5 days Mon 3/25/19Fri 3/29/19 19 Design Phase 53 days Mon 4/1/19 Wed 6/12/19 20 Design Development 40 days Mon 4/1/19 Fri 5/24/19 21 OPM Cost/Budget Review at DD 5 days Mon 5/27/19Fri 5/31/19 22 Constructability Review DD 8 days Mon 6/3/19 Wed 6/12/19 23 Construction Documents 45 days Thu 6/13/19 Wed 8/14/19 24 Construction Documents 40 days Thu 6/13/19 Wed 8/7/19 25 Prequalification of GCs and FSBs 30 days Thu 6/13/19 Wed 7/24/19 26 OPM Cost/Budget Review at CD 5 days Thu 8/8/19 Wed 8/14/19 27 Constructability Review CD 5 days Thu 8/8/19 Wed 8/14/19 28 Bidding Phase 33 days? Thu 8/15/19 Mon 9/30/19 29 Advertise Project in Central Register 1 day? Thu 8/15/19 Thu 8/15/19 30 Filed sub bids due 15 days Fri 8/16/19 Thu 9/5/19 31 General contractor bids due 12 days Fri 9/6/19 Mon 9/23/19 32 Award contract 5 days Tue 9/24/19 Mon 9/30/19 33 Construction 274 days Tue 10/1/19 Fri 10/16/20 34 Construction 263 days Tue 10/1/19 Thu 10/1/20 35 Move in 10 days Mon 8/31/20Fri 9/11/20 36 Closeout 25 days Mon 9/14/20Fri 10/16/20
Task Project Summary Manual Task Start-only Deadline The VERTEX Companies, Inc. Split Inactive Task Duration-only Finish-only Progress Project: Littleton Space Needs Project Date: Mon 9/17/18 Milestone Inactive Milestone Manual Summary Rollup External Tasks Manual Progress Summary Inactive Summary Manual Summary External Milestone
Page 1 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
1. Project Name/Location for Which Firm is Filing: 2a. DSB #: Not available Commonwealth of Town Building & Space Needs Project Massachusetts Littleton, Massachusetts DSB Application Form 2b. Mass. State Project #: Not available (Updated July 2016)
3a. Firm (Or Joint-Venture) - Name and Address of Primary Office to Perform the 3e. Name of Proposed Project Manager: Work: For Study: (if applicable): Jon K. Lemieux, PE, MCPPO The Vertex Companies, Inc. For Design: (if applicable): Jon K. Lemieux, PE, MCPPO 400 Libbey Industrial Parkway Weymouth, MA 02189
3b. Date Present and Predecessor Firms Were Established: 3f. Name and Address of Other Participating Offices of the Prime Applicant, if Different from Item 3a Above: VERTEX Engineering Services, Inc. – January 1995 – November 2, 2005 VERTEX Construction Services, Inc. – November 2, 2005 – December 19, 2013 Not applicable The Vertex Companies, Inc. – Established December 19, 2013
3g. Name and Address of Parent Company, If Any: 3c. Federal ID #: Not applicable 20-3724403 3d. Name and Title of Principal-In-Charge of the Project (MA Registration Required): 3h. Check Below If Your Firm Is Either: Jon K. Lemieux, Executive Vice President 1. SDO Certified Minority Business Enterprise (MBE) MA Registration: 41741 2. SDO Certified Woman Business Enterprise (WBE) o 3. SDO Certified Minority Woman Business Enterprise (M/WBE) o Email Address: [email protected] 4. SDO Certified Service Disabled Veteran Owned Business Enterprise o (SDVOBE) o Telephone No: 781.952.6000 Fax No.: 781.952.6060 5. SDO Certified Veteran Owned Business Enterprise (VBE) o 4. Personnel from Prime Firm Included in Question #3a Above by Discipline (List Each Person Only Once, By Primary Function -- Average Number Employed Throughout the Preceding 6 Month Period. Indicate Both the Total Number in Each Discipline and, Within Brackets, The Total Number Holding Massachusetts Registrations): Admin. Personnel 21 ( ) Ecologists ( ) Licensed Site Profs. 4 ( 4 ) Other 35 ( ) Architects 6 ( 2 ) Electrical Engineers ( ) Mechanical Engineers 8 ( 3 ) Chemical Engineers 3 ( ) Acoustical Engrs. ( ) Environmental Engineers 8 ( 2 ) Planners: Urban./Reg. ( ) Subsidiary Employees* 61 ( ) Civil Engrs. 31 ( 7 ) Engrs.Fire Protection Engrs. Engrs.Engineers ( ) Specification Writers ( ) ( ) Code Specialists 2 ( ) Geotechnical Engineers ( ) Structural Engineers 21 ( 6 ) ( ) Construction Insp. 68 ( ) Industrial Hygienists 42 ( ) Surveyors ( ) ( ) Cost Estimators 3 ( ) Interior Designers ( ) Environ. Scientists 112 ( ) ( ) Drafters 3 ( ) Landscape Architects ( ) Forensic Accountants 8 ( ) Total Personnel 444 ( ) *The Vertex Companies, Inc. (VERTEX) is the sole owner of the following companies: Vertex Ingenieros Consultores, S. de R.L. de C.V., Vertex Energia, S. de R.L. de C.V.VTX Consulting Services Inc., and Optistar Technology Consultants. 5. Has this Joint-Venture previously worked together? o Yes o No Not applicable.
VERTEX Town Building & Space Needs | 26 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
5. Project Team: List ONLY Those Prime and Sub-Consultant Personnel Specifically Requested in the Advertisement. This Information Should Be Presented Below in the Form of an Organizational Chart. Include Name of Firm and Name of the One Person in Charge of the Discipline, with Mass. Registration Number, as well as MBE/WBE Status, if Applicable:
Littleton Town Building City of Littleton, & Space Needs Analysis Massachusetts Working Group
Jon K. Lemieux Project Director PE, CCM, MCPPO
Kevin J. Heffernan Project Manager
Steve Kirby To Be Determined Stephen Theran Kenneth D. Tarbell Project/LEED Terry R. Scalzo Project Representative Clerk of the Works Project Representative Project Representative Representative CONSTRUCTABILITY COST ESTIMATING ON-SITE MONITORING MEP SYSTEMS REVIEW LEED AP, CSL Unlimited, REVIEW Tarbell Const. MCPPO MCPPO, CSL Unlimited Management
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Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
7. Project Team Resumes: Brief Resume of ONLY those Prime Applicant and Sub-Consultant personnel requested in the Advertisement. Include Resumes of Project Managers. Resumes should be consistent with the persons listed on the Organizational Chart in Question # 6. Additional sheets should be provided only as required for the number of Key Personnel requested in the Advertisement and they must be in the format provided. By including a Firm as a Sub-Consultant, the Prime Applicant certifies that the listed Firm has agreed to work on this Project, should the team be selected.
a. Name and Title Within Firm: Experience: Jon K. Lemieux, PE, CCM, MCPPO OPM Project Director, Historic Renovation, Upton Town Hall, MA. Project Executive Vice President Director/Owner’s Project Manager for a $5.7M historic renovation and restoration of the a. Project Assignment: Upton Town Hall for the Town of Upton, MA. Responsibilities included: designer Project Director procurement; oversight of all phases of design including schematic design, design c. Name and Address of Office in Which Individual Identified In 7a Resides: development, construction documents, bidding and construction administration; The Vertex Companies, Inc. contractor payment reviews and recommendation; budget and schedule management; 400 Libbey Industrial Parkway close out management. Responsibilities also included assisting the Owner in various public Weymouth, MA 02189 information sessions, both in person and on local cable television, before and after project MBE o WBE o SDOVBE o VBE o approval. d. Years Experience With This Firm: 16 With Other Firms: 7 OPM Project Director, Center and North Town Halls for the Town of Chelmsford, MA. Project Director/Owner’s Project Manager for a $5.2M historic renovation and e. Education: Degree(s) /Year/Specialization: restoration of both the Center and North Town Halls for the Town of Chelmsford, MS - Civil Engineering 2000 MA. Responsibilities included: designer procurement; oversight of all phases of design BS - Civil Engineering 1992 including schematic design, design development, construction documents, bidding and f. Active Registration: Year First Registered/Discipline/Mass Registration Number: construction administration; contractor payment reviews and recommendations; 2001 / Civil / MA Registration: 41741 budget and schedule management; close out management. g. Current Work Assignments and Availability for This Project: OPM Project Director, Hildreth House Senior Center, Harvard, MA. Project Director for Mr. Lemieux is Project Director of several municipal projects that are currently in the addition and renovation to the existing historic Harvard Hildreth House Senior various phases of the both the design and construction process (approximately 10-15 Center to comply with ADA accessibility requirements. The project included selective hours per week). Mr. Lemieux is available immediately. demolition, a two-story wood framed addition, aluminum clad wood windows, an interior hydraulic handicapped lift to provide access to the second floor, interior finishes, second floor toilet room renovation, and an extension of the existing exterior h. Other Experience and Qualification Relevant To The Proposed Project: (Identify Firm porch, as well as minor alterations to the mechanical, electrical, and plumbing systems. By Which Employed, If Not Current Firm): The project also included the installation of a new asphalt parking lot and driveway with associated drainage, grading, and site lighting. Mr. Lemieux has also served as project director/owner’s project manager on a wide variety of projects including town halls (renovations and new construction), senior OPM Project Director, Seth Ventress Building, Marshfield, MA. Project Director for centers, K-12 schools (renovations and new construction), public safety building renovations of the 1895 Seth Ventress Building, the single oldest, continuously owned construction (fire and police stations), school repair and upgrade projects (e.g. window municipal building in the Town. Complete gut renovation of first floor, historic replacements, roof replacements, HVAC repairs and upgrades, and science lab renovation of grand hall and main stair and creation of new ground floor office space upgrades), and library projects. In many of these projects, Mr. Lemieux assisted the through the underpinning and further excavation of the existing basement. Project clients in all phases of the design and construction process including designer selection included complete system upgrades. Responsibilities included: designer procurement and procurement, project programming, schematic design, design development, and oversight including schematic design, design development, construction construction documents, bidding, construction administration and closeout. documents, bidding and construction administration; contractor payment reviews and recommendation; budget and schedule management; close out management.
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Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
7. Project Team Resumes | Continued a. Name and Title Within Firm: Relevant Experience: Kevin J. Heffernan Littleton Fire Station, Littleton, MA. Project Manager/Owners Project Manager for the Health & Safety Director / Senior Project Manager estimated $8.0M Fire Station Construction project. Responsibilities include assisting the b. Project Assignment: designer and Permanent Building Committee with design options and budget reviews. Project Manager – Health & Safety The project includes the renovation of the current fire department headquarters to c. Name and Address of Office in Which Individual Identified In 7a Resides: allow for upgraded dorm rooms as well as a meeting room, training center and The Vertex Companies, Inc. department offices. The project includes a pre-engineered apparatus 4 bay structure 400 Libbey Industrial Parkway that will provide space for all department equipment. Weymouth, MA 02189 Littleton Alumni Field, MA Mr. Heffernan served as the Owner's Project Manager MBE o WBE o SDOVBE o o VBE (OPM) for the $4 million dollar construction of the Littleton Alumni Athletic Field and d. Years Experience With This Firm: 19 With Other Firms: 7 Amenities Building in Littleton, Massachusetts. The project included the installation of a new turf sports field as well as a softball field, press box, ticket both, concession e. Education: Degree(s) /Year/Specialization: buildings, bathrooms and apparel room and site lighting. Mr. Heffernan was the OPM Bachelor of Arts in History, 1996 for the construction and close-out of both projects. Duties included the procurement of f. Active Registration: Year First Registered/Discipline/Mass Registration Number: sports field equipment, kitchen equipment, and the review of contract documents, N/A project budgets, payment applications, schedule and change orders as well as g. Current Work Assignments and Availability for This Project: the coordination of contractors and multiple Town Hall and School Departments. Mr. Heffernan is immediately available to assist with the project. Additional duties included punch-list preparation and close-out documentation to the owner and contractors. Mr. Heffernan was also responsible for attending numerous Town required meeting with the Town Manager and Building Committee. h. Other Experience and Qualification Relevant To The Proposed Project: (Identify Firm Billerica Town Hall Masonry and Window Restoration, Billerica, MA Mr. Heffernan By Which Employed, If Not Current Firm): served as the Owners Project Manager (OPM) for the $4 million dollar Masonry Mr. Heffernan is a licensed and certified OSHA trainer for all OSHA construction Restoration and Window and Door replacement project for the Billerica Town hall safety courses through the OSHA 30-hour course. He authored VERTEX’s first- project in Billerica, Massachusetts. Mr. Heffernan was the OPM for the construction class safety program and has extensive safety training certifications. Mr. and close-out of both projects. Duties included the procurement of designer Heffernan is an approved Safety Engineer with the New York City Transit services, review of contract documents, project budgets, payment applications, schedule and change orders as well as the coordination of contractors and multiple Authority and is a graduate of Stony Brook University. His credentials make him Town Hall offices and Departments. Additional duties included punch-list preparation highly qualified to review jobsite safety. Mr. Heffernan was also the Project and close-out documentation to the owner and contractors. Mr. Heffernan was also Manager on the Randolph Police Station Renovation, N. Randolph Fire Station, responsible for attending numerous Town required meeting with the Town Manager Chelmsford Fire Department Headquarters, Restoration and Renovation of the and Building Committee. Seth Ventress Building project, the Chelmsford Town Halls, and the Chelmsford High School/Byam Elementary School Project. Westford Fire Station & Combined Dispatch Center, Westford, MA. Project Manager/Owners Project Manager for the $12.0M construction of the Westford Fire Station and Combined Dispatch Center. Services will include advising the Town on the selection of the architectural firm for the project, overseeing the work of the architect during the design process, attendance at public meetings, budget preparation and review, bid process oversight, and on-site supervision of construction activities.
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Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
7. Project Team Resumes | Continued
a. Name and Title Within Firm: Relevant OPM Experience: Steven C. Kirby, MCPPO Project Representative Upton Town Hall Renovation, Upton, MA. Served as Project Division Manager Representative on the Owner’s Project Manager team for the Town of Upton. The a. Project Assignment: project includes the historical renovation of the Town Hall including the temporary Project Representative relocation of the building occupants. The building was built in 1884 and is listed on the c. Name and Address of Office in Which Individual Identified In 7a Resides: National Historic Register. Services include design review; constructability review; The Vertex Companies, Inc. attendance at job meetings; consultation with the Owner, Designer, and contractors; 400 Libbey Industrial Parkway change order and requisition review; construction administration; and close-out. Weymouth, MA 02189 Project Representative, Historic Abbot Hall Tower Restoration, Marblehead, MA. Mr. MBE o WBE o SDOVBE o VBE o Kriby is served as Project Representative on the Owner’s Project Manager team for the e. Years Experience With This Firm: 11+ With Other Firms: 20+ Town of Marblehead. The project includes the structural and masonry restoration of the Town Hall clock tower and ADA improvements at Abbot Hall (Town Hall). Services e. Education: Degree(s) /Year/Specialization: include design review; constructability review; attendance at job meetings; consultation Bachelor of Science in Civil Engineering 1983 with the Owner, Designer, and contractors; change order and requisition review; construction administration; and close-out. g. Active Registration: Year First Registered/Discipline/Mass Registration Number: MA Construction Supervisor, Unrestricted CS-054564 OPM Project Manager, Burlington Town Hall and Senior Center, Burlington, MA. Project Manager for renovations of two town buildings to provide upgraded amenities g. Current Work Assignments and Availability for This Project: for the Council on Aging, Veteran’s Services, Board of Health, and Burlington Youth and Mr. Kirby is Project Representative of a number of municipal projects. Many of those Family Services. One of the buildings remained occupied during construction. projects are in construction or closeout and much of Mr. Kirby’s time is spent on the OPM Project Manager, Hildreth House Senior Center, Harvard, MA. Project Manager front end / constructability of projects. As such, Mr. Kirby could immediately commit for the addition and renovation to the existing historic Harvard Hildreth House Senior 10-15 hours per week to this project. Center to comply with ADA accessibility requirements. The project included selective
g. Other Experience and Qualification Relevant To The Proposed Project: (Identify Firm demolition, a two-story wood framed addition, aluminum clad wood windows, an By Which Employed, If Not Current Firm): interior hydraulic handicapped lift to provide access to the second floor, interior Mr. Kirby has provided Owner Project Management services on numerous public finishes, second floor toilet room renovation, and an extension of the existing exterior works project acting as the Owner's representative. Services included oversight of porch, as well as minor alterations to the mechanical, electrical, and plumbing systems. the work performed by the project designer and contractors. Recent projects include The project also included the installation of a new asphalt parking lot and driveway with new construction, historical renovation, addition/renovation, roof replacement, associated drainage, grading, and site lighting. window replacement, and M/E/P/FP building systems replacement on public projects.
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Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
7. Project Team Resumes | Continued a. Name and Title Within Firm: Relevant Experience: Stephen Theran Methuen High School, Methuen, MA. Prior to joining VERTEX, Stephen Theran served Senior Project Manager as Project Manager for KBA Architects, and provided OPM services for the study, b. Project Assignment: design and construction of the $98M renovation and addition to the existing Methuen Project Representative – LEED Representative High School in Methuen, MA. Services included general project management and c. Name and Address of Office in Which Individual Identified In 6a Resides: coordinating swing space needs for the school during the construction process. This The Vertex Companies, Inc. multi-phase renovation project which remained occupied during construction utilized 400 Libbey Industrial Parkway the CM-at-Risk delivery method and involved demolition, renovations to the existing Weymouth, MA 02189 building, and a 105,000SF addition. In addition to upgraded academic spaces, the new MBE o WBE o SDOVBE o VBE o building included new MEP and life safety upgrades throughout. The project also included MSBA "Green School" incentives and sustainable design initiatives. This Years Experience With This Firm: 2 With Other Firms: 10 project was completed on time and under budget. d. Education: Degree(s) /Year/Specialization: Norwood High School, Norwood, MA. Prior to joining VERTEX, Stephen Theran served Bachelor of Science: Mechanical Engineering 1986 as Project Manager for Compass Project Management, and provided OPM services for Master of Arts: City Planning, Boston University the study, design and construction of the new $68M Norwood High School in h. Active Registration: Year First Registered/Discipline/Mass Registration Number: Norwood, MA. An extensive analysis of all viable options for the high school was LEED Accredited Professional conducted to determine whether it was in the Town’s best interest to renovate the MA Construction Supervisor License CS-109629 (Unrestricted) existing building or build new. The Town ultimately decided to build a new school on the site of the existing high school as it was the most financially responsible option that f. Current Work Assignments and Availability for This Project: did not compromise anything academically. This project was the MSBA’s first model Mr. Theran is available immediately to commence work on this project. school and became a standard for all future school building projects. The new school includes an expansive library, two gymnasiums, and many modern technologies to g. Other Experience and Qualification Relevant To The Proposed Project: (Identify Firm create an effective working and learning environment for students. This project was By Which Employed, If Not Current Firm): completed on time and under budget. Mr. Theran is a construction industry professional with extensive owner Medway Middle School, Medway, MA. Prior to joining VERTEX, Stephen Theran representation experience across multiple industry segments. He provides served as Project Manager for Compass Project Management, and provided OPM exceptional project problem solving solutions with the ability to services for the study, design and construction for the $22.2M renovation of the communicate effectively with all levels from negotiating project field issues Medway Middle School in Medway, MA. This multi-phase renovation project which to reporting to project stakeholders. Mr. Theran has extensive experience remained occupied during construction utilized the CM-at-Risk delivery method and providing owner’s project manager services for multiple large-scale school involved significant renovations and repairs to the existing building, a new entry way, construction projects throughout Massachusetts, several of which required HVAC and structural upgrades, and window replacements. This project was completed varying levels of LEED® certification. on time and on budget.
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Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
7. Project Team Resumes | Continued b. Name and Title Within Firm: Relevant Experience: Terry R. Scalzo HVAC Corrective Measure Alternatives, Assisted Living Home, Chatham, MA. The Senior Project Manager current HVAC system serving the assisted living home was not able to meet the client’s c. Project Assignment: needs. VERTEX accepted the project as a design build and provided project manager MEP Systems Review services from the conceptual design phase through completion. d. Name and Address of Office in Which Individual Identified In 6a Resides: Portal Building and Police District No. 34 Facility, Brooklyn, NY. MEP Coordinator and The Vertex Companies, Inc. commissioning agent on a $23M New York City Transit police station 400 Libbey Industrial Parkway project. Successfully managed and coordinated the mechanical, electrical, Weymouth, MA 02189 communications and fire protection work. In addition, responsibilities included MBE o WBE o SDOVBE o VBE o commissioning of the mechanical systems. 2001 Years Experience With This Firm: 13 With Other Firms: 20 Cooling Tower Construction Oversight, Greater Lawrence Technical School HVAC e. Education: Degree(s) /Year/Specialization: Replacement, Andover, MA. Served on the Owner’s Project Management team for Local 112 Plumbers and Pipe Fitters – 4 yr. apprenticeship in heating, ventilation, air the Greater Lawrence Technical School on the HVAC Systems renovation project. The conditioning, plumbing, & welding project included major upgrades to a large number of the buildings heating and i. Active Registration: Year First Registered/Discipline/Mass Registration Number: ventilation systems including cooling towers. Mr. Scalzo’s services included assisting in MA Construction Supervisor CS-105948 the creation of the original scope, document constructability review in the schematic, design development and construction phases of the project and construction progress inspections. g. Current Work Assignments and Availability for This Project: Mr. Scalzo is immediately available to assist with the project. M/E/P, Hanscom Air Force Base Building 1614, Bedford, MA. Consultant to a surety responsible for managing and coordinating the completion of all mechanical, electrical
and plumbing system work. Also assisted the surety in resolving bond claims.
g. Other Experience and Qualification Relevant To The Proposed Project: (Identify Firm Boiler & Water Heater Replacement, Consentino and Walnut Grove Elementary By Which Employed, If Not Current Firm): Schools, Haverhill, MA. Served on the Owner’s Project Management team for the Mr. Scalzo is a MEP Coordinator/Senior Project Manager in VERTEX's Construction Town of Haverhill on both school projects. Consentino and Walnut Grove scopes vertical. His experience includes serving as Owner's Project Manager (OPM), included boiler and water heater replacement in both schools. His services include Property Condition Assessment (PCA), Surety, and conducting cause and origin document constructability review in the schematic, design development and inspections and investigations on numerous claims relating to heating, ventilating, construction phases of the project. and air conditioning, plumbing, and fire protection as well as general construction HVAC and Window Replacement, Governor Winslow Elementary School, Marshfield, issues. MA. Served on the Owner’s Project Management team for the Town of Marshfield on Mr. Scalzo has served as both skilled labor and management in the fields the Governor Winslow Elementary School in Marshfield, MA. The project includes the of mechanical, plumbing, fire protection, and building automation controls. Mr. replacement of all HVAC systems and exterior windows on an existing elementary Scalzo has also performed the roles of Foreman, General Foreman, and Project school. Mr. Scalzo’s services to date have included attendance at building committee Superintendent, and Project Manager. meetings, consultation with building committee, and construction design review.
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Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
7. Project Team Resumes | Continued a. Name and Title Within Firm: Kenneth D. Tarbell Cost Estimator c. Project Assignment: Cost Estimating d. Name and Address of Office in Which Individual Identified In 7a Resides: Tarbell Construction Management 8 Spalding Road Stoneham, MA 02180 MBE o WBE o SDOVBE o VBE o d. Years Experience With This Firm: 8 With Other Firms: 34 f. Education: Degree(s) /Year/Specialization: Associates Degree in Building Construction Technology, WIT 1973 g. Active Registration: Year First Registered/Discipline/Mass Registration Number: MA Construction Supervisor License, Unrestricted CS-29051 OSHA 10 Hour Construction Safety & Health
g. Current Work Assignments and Availability for This Project: Providing design review, V/E, and cost estimating services for multiple projects throughout 2017. Mr. Tarbell will be available to concentrate a substantial amount of his time and efforts to this project. h. Other Experience and Qualification Relevant To The Proposed Project: (Identify Firm By Which Employed, If Not Current Firm): Tarbell Construction Management has been selected as one of 5 consulting firms to provide the Massachusetts School Building Authority with cost estimating services on select school projects in Massachusetts. For the previous 34 years, Mr. Tarbell worked for large New England general contractors primarily doing public school construction in Massachusetts. His responsibilities included estimating over 150 Massachusetts school building projects during that period. Mr. Tarbell’s school building experience is clearly superior and combined with his building experience and value engineering insight; he brings a unique qualification package to the design of this project.
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Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
8. Relevant Work Experience | The Vertex Companies, Inc. Current and Relevant Work By Prime Applicant Or Joint-Venture Members. Include ONLY Work Which Best Illustrates Current Qualifications In The Areas Listed In The DSB Advertisement (List Up To But Not More Than 5 Projects).
a. Project Name and Location b. Brief Description Of Project and Services c. Client’s Name, Address and Phone d. Completion e. Project Cost (In Thousands) Principal-In-Charge (Include Reference To Areas Of Experience Number. Include Name Of Contact Date (Actual Construction Fee For Work For Listed In DSB Advertisement) Person Or Costs(Actual, Or Which Firm Was Estimated) Estimated If Not Responsible. Completed) (1) Upton Town Hall OPM services for the renovation of the Town of Upton Upton, MA historic Upton Town Hall. Project included Kelly McElreath, Town Clerk September Project Director: Jon K. Lemieux enhancements to the building’s structure, (508) 529-3565 $5.2M $346,000 2014 envelope, mechanical/electrical/plumbing One Main Street, Upton, MA 01568 equipment, and all finishes. (2) Harvard Town Hall OPM services for the historic renovation of Town of Harvard Harvard, MA the Harvard Town Hall. Project included Tim Bragan, Town Administrator Project Director: Jon K. Lemieux renovation of the 6,000 SF building with (978) 456-4100 x 313 2017 $3.0M $215,000 new electrical, mechanical, and plumbing [email protected] systems, and structural upgrades. 13 Ayer Rd, Harvard, MA 01451 (3) Abbott Hall Restoration OPM services for the historic renovation of City of Marblehead Marblehead, MA Abbot Hall. Project included Rebecca Curran Cutting Project Director: Jon K. Lemieux comprehensive repair and restoration of Chief Procurement Officer the building, including general masonry (978) 631-0000 April 2015 $2.45M $80,700 repairs and restoration of the historically [email protected] significant clock tower, clock faces, shingle 188 Washington S., Marblehead, MA stone replication and weathervane. 01945 (4) North & Center Town Halls OPM services for the historic restoration of Town of Chelmsford Permanent Chelmsford, MA the North and Center Town Halls. Project Building Committee Paul Cohen, Town Manager Project Director: Jon K. Lemieux involved restoration of the building’s 2012 4.5M $262,000 structural, architectural and mechanical (978) 250-5201 components, as well as ADA upgrades. 50 Billerica Road, Chelmsford, MA 01824 (5) Foxborough Town Hall OPM Services for the new construction of Town of Foxborough Foxborough, MA the Foxborough Town Hall and the William Yukna, PBC Chairman Project Director: Jon K. Lemieux demolition of the existing building. (508) 543-1667 [email protected] October 40 South Street, Foxborough, MA $7.2M $299,000 02035 2017
*See Section 3 – Completed Projects for additional information on these projects.
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8. Relevant Work Experience | Tarbell Construction Management, Inc. List Current and Relevant Work by Sub-Consultants Which Best Illustrates Current Qualifications in the Areas Listed in The Advertisement (Up to But Not More Than 5 Projects for Each Sub-Consultant). Use Additional Sheets Only as Required for The Number of Sub-Consultants Requested in The Advertisement and They Must Be in the Format Provided.
a. Project Name and Location b. Brief Description Of Project and c. Client’s Name, Address and Phone d. Completion e. Project Cost (In Thousands) Principal-In-Charge Services (Include Reference To Number (Include Name Of Contact Date (Actual Construction Fee for Work for Areas Of Experience Listed In Person) Or Costs (Actual, Or Which Firm Was DSB Advertisement) Estimated) Estimated If Not Responsible Completed) (1) Newton Fire Station Reno & Addition to Fire Gary Miller December 2010 $5,000 $10 Newton, MA Station.100% CD Cost estimates are NELCO Worldwide Kenneth D. Tarbell complete. Project was publicly bid. 2 Burlington Woods Drive, Suite 300 Burlington, MA 01803 781-537-3002
(2) Lee Pool & Bathhouse Cost Benefit Analysis. Component Mike Epp October 2012 $5,000 $5 Lower Basin, Esplanade, Boston Design Alternatives for Various Uses Kleinfelder Kenneth D. Tarbell 215 First Street, Suite 320 Cambridge, MA 02142-1245 617-498-4682
(3) Marblehead Transfer Station Construction of new transfer station. Steven Wright November 2012 $3,500 $9.75 Marblehead, MA 30% and 90% CD are complete. Kleinfelder Kenneth D. Tarbell 215 First Street, Suite 320 Cambridge, MA 02142-1245 617-498-4682
(4) Renovations to the Medway ADA and HVAC/Electrical upgrades Dan Bradford December 2011 $19,000 $45.3 Middle School to a 220,000 SF middle school. Cost KBA Architects Medway, MA estimating for feasibility, Schematic, 6th Thirteenth Street Kenneth D. Tarbell DD and 60% and 90% CD are Charlestown Navy Yard complete. Charlestown, MA 02129 617-241-2807 (5) Renovations & Additions to the New Cafeteria Addition and Kevin Buckley November 2013 $53,000 $140 Greater Lowell Vocational Infrastructure Upgrades to the KBA Architects Technical High School Existing School. Cost estimate and 6th Thirteenth Street Tyngsboro, MA design review for Feasibility, Charlestown Navy Yard Kenneth D. Tarbell Schematic, DD and CD. Charlestown, MA 02129 617-241-2807
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Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
9. Project Experience | Within Past 5 Years List All Projects Within the Past 5 Years For Which Prime Applicant Has Performed, Or Has Entered Into A Contract To Perform, Any Design Services For All Public Agencies Within The Commonwealth. (Add/subtract rows or pages as needed). For all projects listed below, with the exception of Project No. 01, VERTEX provided Owner’s Project Management (OPM) services; Project No. 01 is for Civil design services. In addition, many of the projects below have components of Mechanical, Electrical, Plumbing, Fire Protection, Conveying Systems, etc. VERTEX did NOT indicate Profile Codes for projects for these items unless a major focus of the work was on these items.
Total No. of Projects: 61 No. of Active Projects: 25 Total Construction Cost (In Thousands) $257,317 (Please note that the construction costs for of Active Projects (excluding studies): many of the projects are currently being defined.)
Construction Costs (In Completion Date (Actual Role: P, Phases: St, Sch, Awarding Authority (Include Contact Name and Thousands) (Actual, or Project Name, Location and Principal-In-Charge: or Estimated) C, JV* DD, CD, AC* Phone Number) Estimated if Not Completed) (R)Renovation or (N)New C DD, CD 1. NATICK KENNEDY MIDDLE SCHOOL Town of Natick 165 Mill Street, Natick, MA 01760 Anna P. Nolin, Ed.D., Assistant Superintendent $87,000 2022 (N) Project Director: Andrew Chagnon Teaching, Learning & Innovation 508-647-6492 P ST, SCH 2. N. FALMOUTH LIBRARY Town of Falmouth Falmouth, Massachusetts Leslie Morrissey, Library Director To be Determined To be Determined Project Director: Jon Lemieux, P.E. 508-457-2555 P SCH, DD, CD, 3. MIACOMET GOLF COURSE EMPLOYEE DORMITORIES Nantucket Land Bank $2,500 AC Nantucket, Massachusetts Jesse Bell, Assistant Director May 2019 (N) (pending permitting) Project Director: Jon Lemieux, P.E. 508-228-7240 P SCH, DD, CD, 4. MEDFORD PUBLIC LIBRARY City of Medford AC Medford, Massachusetts Shab Khan, Chief Procurement Officer $25,000 October 2020 (N) Project Director: Jon Lemieux, P.E. 781-393-2465 P SCH, DD, CD, 5. HALIFAX ACCELERATED REPAIR PROGRAM Town of Halifax Oct. 2017 (Ph 1) (R) AC Halifax, Massachusetts Charlie Seelig, Town Administrator $5,900 Oct. 2018 (Ph. 2) (R) Project Director: Jon Lemieux, P.E. 781-294-7684 P SCH, DD, CD, 6. WEST NATICK FIRE STATION Town of Natick ~$10,000 AC Natick, Massachusetts Bryan LeBlanc, Procurement October 2019 (N) (~ = estimate) Project Director: Jon Lemieux, P.E. 508-647-6438 P SCH, DD, CD, 7. BOSTON ACCELERATED REPAIR PROGRAM City of Boston ~$7,580 (Ph 1) Sept. 2018 (Ph 1) (R) AC East Boston, Massachusetts Tom Kazmouski TBD (Ph 2) Sept 2019 (Ph 2) (R) Project Director: Jon Lemieux, P.E. 617-635-4817 P SCH, DD, CD, 8. HANCOCK FIRE STATION City of Everett AC Everett, Massachusetts Anthony Carli, Fire Chief $2,290 June 2018 (R) Project Director: Jon Lemieux, P.E. 617-387-7198 P SCH, DD, CD, 9. SOUTHBOROUGH PUBLIC SAFETY FACILITY Town of Southborough AC Southborough, Massachusetts Mark Purple, Town Administrator ~$18,100 July 2019 (N) Project Director: Jon Lemieux, P.E. 508-485-0710 P SCH, DD, CD, 10. NEWBURY POLICE & TOWN HALL Town of Newbury AC Newbury, Massachusetts Martha Taylor, Town Planner ~$4,000 October 2019 (N & R) Project Director: Jon Lemieux, P.E. 978-465-0862
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Construction Costs (In Completion Date (Actual Role: P, Phases: St, Sch, Awarding Authority (Include Contact Name and Thousands) (Actual, or Project Name, Location and Principal-In-Charge: or Estimated) C, JV* DD, CD, AC* Phone Number) Estimated if Not Completed) (R)Renovation or (N)New P SCH, DD, CD, 11. TEWKSBURY FIRE STATION Town of Tewksbury AC Tewksbury, Massachusetts Richard Montuori, Town Manager ~$13,600 October 2019 (N) Project Director: Jon Lemieux, P.E. 978-640-4300 P SCH, DD, CD, 12. WESTBOROUGH PUBLIC SCHOOLS – ARMSTRONG ES Town of Westborough October 2018 (R w/ AC Westborough, Massachusetts Gordon Richardson, Director of Buildings $4,100 Project Director: Jon Lemieux, P.E. 508-836-7700 x 2017 addition) P ST, SCH 13. WESTBOROUGH PUBLIC SCHOOLS – FALES ES Town of Westborough (more if app’d) Westborough, Massachusetts Gordon Richardson, Director of Buildings ~$32,000 To be Determined Project Director: Jon Lemieux, P.E. 508-836-7700 x 2017 P SCH, DD, CD, 14. WESTBOROUGH PUBLIC SCHOOLS – HASTINGS ES Town of Westborough October 2018 AC Westborough, Massachusetts Gordon Richardson, Director of Buildings $9,750 Project Director: Jon Lemieux, P.E. 508-836-7700 x 2017 (N w/small reno) P SCH, DD, CD, 15. SCITUATE SENIOR CENTER Town of Scituate AC Scituate, Massachusetts Michele Seghezzi, Town Administrator ~$13,000 December 2019 (N) Project Director: Jon Lemieux, P.E. 781-545-8741 P SCH, DD, CD, 16. ARLINGTON CENTRAL SCHOOL RENOVATION Town of Arlington AC Arlington, Massachusetts Jennifer Raitt, Community Planning Director To be Determined To be determined Project Director: Jon Lemieux, P.E. 781-316-3092 P SCH, DD, CD, 17. E. LONGMEADOW ACCELERATED REPAIR PROGRAM Town of East Longmeadow AC East Longmeadow, Massachusetts Gordon Smith, Superintendent of Schools To Be Determined December 2018 Project Director: Jon Lemieux, P.E. 413-525-5450 P DD, CD, AC 18. NANTUCKET ON-CALL PROJECT MANAGEMENT Town of Nantucket Nantucket, Massachusetts (Multiple Projects) Brian Turbitt, Finance $5,000+ $5,000+ Project Director: Jon Lemieux, P.E. 508-228-7200 (Ongoing Contract) (Ongoing Contract) P D.D., 19. OUR ISLAND HOME NURSING HOME Town of Nantucket C.D.,A.C. Nantucket, Massachusetts Rachel Day, Administrator $747 Jul. 2018 (N) Project Director: Jon Lemieux, P.E. 508-228-0462 P SCH, DD, CD, 20. WANNACOMET WATER COMPANY OFFICES Town of Nantucket AC Nantucket, Massachusetts Mark Willett, Director $3,700 May 2018 (N) Project Director: Jon Lemieux, P.E. 508-228-0022
P ST, SCH, DD, 21. PENTUCKET REGIONAL HIGH SCHOOL Pentucket Regional School District CD, AC West Newbury, Massachusetts Greg Labrecque, Business Manager To Be Determined To Be Determined Project Director: Jon Lemieux, P.E. (978) 363-2280 x120 P SCH, DD, CD, 22. PLYMOUTH HARBORMASTER STATION Town of Plymouth To Be Determined AC Plymouth, Massachusetts Pamela Hagler, Procurement Officer $2,500 Project Director: Jon Lemieux, P.E. 508-747-1620 (N) P 23. BURLINGTON TOWN OFFICES (2 Buildings) Town of Burlington DD, CD, AC Burlington, Massachusetts Richard Reid, Facilities Director $2,900 May 2018 (R) Project Director: Jon Lemieux, P.E. [email protected] VERTEX Town Building & Space Needs | 37
Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
Construction Costs (In Completion Date (Actual Role: P, Phases: St, Sch, Awarding Authority (Include Contact Name and Thousands) (Actual, or Project Name, Location and Principal-In-Charge: or Estimated) C, JV* DD, CD, AC* Phone Number) Estimated if Not Completed) (R)Renovation or (N)New P DD, CD, AC 24. WESTFORD FIRE HEADQUARTERS Town of Westford Westford, Massachusetts Thomas Mahanna, PBC Chair $10,000 Nov. 2018 (N) Project Director: Jon Lemieux, P.E. (508) 471-9607 P SCH, DD, CD, 25. NANTUCKET FIRE HEADQUARTERS Town of Nantucket Aug. 2019 AC Nantucket, Massachusetts Stephen Murphy, Fire Chief $15,400 (N) Project Director: Jon Lemieux, P.E. 508-228-2324 P SCH, DD, CD, 26. MARSHFIELD HARBORMASTER STATION Town of Marshfield AC Marshfield, Massachusetts Mike DiMeo, Marshfield Harbormaster $2,100 Sept. 2018 (N) Project Director: Jon Lemieux, P.E. (781) 389-1311 27. BRANT POINT FISHERIES Town of Nantucket P AC Nantucket, Massachusetts Jeff Carlson, Natural Resources Coordinator $1,900 Mar. 2017 (R) Project Director: Jon Lemieux, P.E. (508) 228-7266 28. RIVER VALLEY CHARTER SCHOOL RENOVATIONS River Valley Charter School P DD, CD, AC Newburyport, Massachusetts Andrew Willemsen $269 Sept. 2017 (N) Project Director: Jon Lemieux, P.E. (978) 465-0065 29. CONCORD SCHOOL BUS FACILITY Town of Concord SCH, DD, CD, P Concord, Massachusetts Richard Reine, Public Works Director $1,900 Jun. 2017 (N) AC Project Director: Jon Lemieux, P.E. (978) 318-3201 30. LITTLETON FIRE HEADQUARTERS Town of Littleton SCH, DD, CD, P Littleton, Massachusetts Scott Wodzinski, Fire Chief $7,500 Dec. 2017 (R) (N) AC Project Director: Jon Lemieux, P.E. (978) 540-2302 31. NEW BEDFORD PUBLIC SCHOOLS (4 Schools) City of New Bedford ST, SCH, DD, P New Bedford, MA Dr. Barry Rabinovich, Interim Business Manager $18,000 Nov. 2017 (R) CD, AC Project Director: Jon Lemieux, P.E. (508) 997-4511 x. 3268 32. FITCHBURG MUNICIPAL AIRPORT OFFICE BUILDING City of Fitchburg P DD, CD, AC Fitchburg, Massachusetts Scott Ellis, Airport Manager $2,000 Aug. 2016 (N) Project Director: Jon Lemieux, P.E. (978) 345-9580 33. SCITUATE PUBLIC SAFETY COMPLEX Town of Scituate SCH, DD, CD, P Scituate, Massachusetts Deputy Chief Mark Thompson $13,000 Feb. 2017 (N) AC Project Director: Jon Lemieux, P.E. 781-545-1212 34. HILDRETH HOUSE SENIOR CENTER Town of Harvard SCH, DD, CD, May 2017 P Harvard, Massachusetts Tim Bragan, Town Administrator $1,200 AC Project Director: Jon Lemieux, P.E. (978) 456-4100 x 313 35. KINGSTON PUBLIC LIBRARY Town of Kingston N/A Jun. 2016 P ST, SCH Kingston, Massachusetts Robert Fennessy Jr., Town Administrator (OPM for Feasibility & (OPM for Feasibility & Project Director: Jon Lemieux, P.E. (781) 585-0500 Schematic Design Only) Schematic Design Only) 36. UPTON TOWN LIBRARY Town of Upton N/A Jun. 2016 P ST, SCH Upton, Massachusetts Kelly McElreath, Town Clerk (OPM for Feasibility & (OPM for Feasibility & Project Director: Jon Lemieux, P.E. (508) 529-3565 Schematic Design Only) Schematic Design Only) 37. MARSHFIELD LIBRARY PLAZA RENOVATION Town of Marshfield SCH, DD, CD, P Marshfield, Massachusetts Tony Bullock, Facilities $1,900 May 2017 (R) AC Project Director: Jon Lemieux, P.E. 781-834-5000 x 40126
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Construction Costs (In Completion Date (Actual Role: P, Phases: St, Sch, Awarding Authority (Include Contact Name and Thousands) (Actual, or Project Name, Location and Principal-In-Charge: or Estimated) C, JV* DD, CD, AC* Phone Number) Estimated if Not Completed) (R)Renovation or (N)New 38. PARLIN ELEMENTARY SCHOOL City of Everett Phase I: Aug. 2015 Everett, Massachusetts Charles Obremski, Assistant Superintendent (617) Phase II: Aug. 2016 P DD, CD, AC $7,900 Project Director: Jon Lemieux, P.E. 394-2400 Phase III: Feb. 2018 (R) 39. HARVARD TOWN HALL Town of Harvard SCH, DD, CD, P Harvard, Massachusetts Tim Bragan, Town Administrator $2,250 Jun. 2016 (R) AC Project Director: Jon Lemieux, P.E. (978) 456-4100 x 313 40. BILLERICA TOWN HALL Town of Billerica Jan. 2016 P DD, CD, AC Billerica, Massachusetts John Curran, Town Manager $2,500 Exterior Renovations Project Director: Jon Lemieux, P.E. 978-671-0942 41. FOXBOROUGH TOWN HALL Town of Foxborough SCH, DD, CD, P Foxborough, Massachusetts William Yukna, PBC Chairman $5,900 Oct. 2017 (N) AC Project Director: Jon Lemieux, P.E. (508) 543-1667 42. FRANKLIN SENIOR CENTER Town of Franklin P DD, CD, AC Franklin, Massachusetts John R. Bugbee, Procurement Officer $600 Sept. 2016 (R) Project Director: Jon Lemieux, P.E. (508) 553-4866 43. BARRE PUBLIC SAFETY COMPLEX Town of Barre SCH, DD, CD, P Barre, Massachusetts John Carbone, Police Chief $3,480 Aug. 2017 (N) AC Project Director: Jon Lemieux, P.E. 978-355-5005 44. BEVERLY REGIONAL AIRPORT OFFICE BUILDING City of Beverly P DD, CD, AC Beverly, Massachusetts David Gelineau, Purchasing Agent $1,900 Jun. 2016 (N) Project Director: Jon Lemieux, P.E. (978) 921-6000 Ext. 2350 45. RANDOLPH POLICE STATION RENOVATION Town of Randolph SCH, DD, CD, Mar. 2017 (R) P Randolph, Massachusetts David Murphy, Town Manager $4,000 AC Project Director: Jon Lemieux, P.E. (781) 961-0911 46. NORTH RANDOLPH FIRE STATION Town of Randolph SCH, DD, CD, P Randolph, Massachusetts David Murphy, Town Manager $4,300 Oct. 2017 (N) AC Project Director: Jon Lemieux, P.E. (781) 961-0911 47. HINGHAM MUNICIPAL LIGHT PLANT OPS. CENTER Hingham Municipal Light Plant SCH, DD, CD, P Hingham, Massachusetts Paul Heanue, General Manager $8,400 Jun. 2016 (N) AC Project Director: Jon Lemieux, P.E. (781) 749-0134 48. WEBSTER ELEMENTARY SCHOOL City of Everett P DD, CD, AC Everett, Massachusetts Charles Obremski, Assistant Superintendent (617) $2,580 Oct. 2014 (R) Project Director: Jon Lemieux, P.E. 394-2400 49. BRIDGEWATER-RAYNHAM – BRIDGEWATER MS Bridgewater-Raynham Regional School District P DD, CD, AC Bridgewater, Massachusetts Kathy Macedo, Director of Bus. Services $2,790 Aug. 2015 (R) Project Director: Jon Lemieux, P.E. 508-279-2140 50. BRIDGEWATER-RAYNHAM – MERRILL & LALIBERTE ES Bridgewater-Raynham Regional School District P DD, CD, AC Bridgewater, Massachusetts Kathy Macedo, Director of Bus. Services $2,260 Aug. 2015 (R) Project Director: Jon Lemieux, P.E. 508-279-2140 51. GREATER LAWRENCE VOC. TECH. HIGH SCHOOL Greater Lawrence School District SCH, DD, CD, Dec. 2014 P Andover, Massachusetts John Lavoie, Superintendent $3,480 AC HVAC Renovation Project Director: Jon Lemieux, P.E. (978) 686-0194 VERTEX Town Building & Space Needs | 39
Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
Construction Costs (In Completion Date (Actual Role: P, Phases: St, Sch, Awarding Authority (Include Contact Name and Thousands) (Actual, or Project Name, Location and Principal-In-Charge: or Estimated) C, JV* DD, CD, AC* Phone Number) Estimated if Not Completed) (R)Renovation or (N)New 52. ABBOT HALL RESTORATION & ADA UPGRADES Town of Marblehead SCH, DD, CD, P Marblehead, Massachusetts Rebecca Curran Cutting, CPO $1,800 Apr. 2015 (R) AC Project Director: Jon Lemieux, P.E. (781) 631-0000 53. UPTON TOWN HALL RENOVATIONS Town of Upton SCH, DD, CD, Sept. 2014 P Upton, Massachusetts Kelly McElreath, Town Clerk $5,200 AC Historic Renovation Project Director: Jon Lemieux, P.E. (508) 529-3565 54. DRACUT TOWN HALL Town of Dracut SCH, DD, CD, P Dracut, Massachusetts James Duggan, Town Manager $7,200 Sept. 2014 (N) AC Project Director: Jon Lemieux, P.E. (978) 452-1227 55. CHELMSFORD FIRE HEADQUARTERS Town of Chelmsford SCH, DD, CD, P Chelmsford, Massachusetts Paul Cohen, Town Manager $6,800 Sept. 2014 (N) AC Project Director: Jon Lemieux, P.E. (978) 250-5201 56. MARSHFIELD FIRE STATION ONE Town of Marshfield SCH, DD, CD, P Marshfield, Massachusetts William Hocking, Fire Chief $2,500 Dec. 2015 (N) AC Project Director: Jon Lemieux, P.E. 781-837-1315 57. HANSEN ES AND GALVIN MS WINDOW REPLACEMENTS Town of Canton Aug. 2014 P DD, CD, AC Canton, Massachusetts Barry Nectow, Business Manager $1,840 Window Replacements Project Director: Jon Lemieux, P.E. (781) 821-5060 SCH, DD, CD, AC 58. MSBA GREEN REPAIR PROGRAM Haverhill Public Schools (Whittier, Consentino, Walnut Square and Tilton Schools) – Tom Geary, Former Facilities Director P $3,680 Oct. 2014 (R) Haverhill, Massachusetts (978) 382-2531 Project Director: Jon Lemieux, P.E. 59. OLD COLONY VOC. TECH. HIGH SCHOOL Old Colony Regional School District P DD, CD, AC Rochester, Massachusetts Tom Reznekervitz, Facilities Manager $2,310 May 2014 (R) Project Director: Jon Lemieux, P.E. (508) 763-8011 x115 60. PAPERMILL & MUNGER HILL SCHOOLS Town Of Westfield May 2014 P DD, CD, AC Westfield, MA Tammy Tefft, Dir. Of Purchasing $1,220 Roof Replacements Project Director: Jon Lemieux, P.E. (413) 572-6254 61. RUGGLES LANE ELEMENTARY SCHOOL Quabbin Regional School District P DD, CD, AC Barre, Massachusetts Clare Barnes, Facilities $2,290 Apr. 2014 (R) Project Director: Jon Lemieux, P.E. 978-355-4668 * P = Principal; C = Consultant; JV = Joint Venture; St. = Study; Sch. = Schematic; D.D. = Design Development; C.D. = Construction Documents; A.C. = Administration of Contract
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Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
10. Use This Space to Provide Any Additional Information or Description of Resources Supporting the Qualifications of Your Firm And That Of Your Sub-Consultants For The Proposed Project. If Needed, Up to Three, Double-Sided 8 ½” X 11” Supplementary Sheets Will Be Accepted. APPLICANTS ARE ENCOURAGED TO RESPOND SPECIFICALLY IN THIS SECTION TO THE APPLICATION EVALUATION - PROJECT EXPERIENCE REQUESTED IN THE ADVERTISEMENT.
Please refer to the RFQ section for additional information that may not be reflected in this application form.
11. Professional Liability Insurance:
Name of Company Steadfast Insurance Company Aggregate Amount $2,000,000 Policy Number GPL0187223-02 Expiration Date 11/01/18 12. Have monies been paid by you, or on your behalf, as a result of Professional Liability Claims (in any jurisdiction) occurring within the last 5 years and in excess of $50,000 per incident? Answer YES or NO. If YES, please include the name(s) of the Project(s) and Client(s), and an explanation (attach separate sheet if necessary). No.
13. Name Of Sole Proprietor Or Names Of All Firm Partners and Officers: Not applicable.
14. If Corporation, Provide Names Of All Members Of The Board Of Directors:
Name Title MA Reg # Status/Discipline
a. William McConnell Chief Executive Officer 53275 Professional Engineer - Civil b. Jeffrey Picard President c. James O’Brien Chairman of the Board 9092 Licensed Site Professional d. Marc Fiore Chief Financial Officer
15. Names Of All Owners (Stocks Or Other Ownership): The Vertex Companies is a 100% employee-owned company.
16. I hereby certify that the undersigned is an Authorized Signatory of Firm and is a Principal or Officer of Firm. I further certify that this firm is a “Designer”, as that term is defined in Chapter 7C, Section 44 of the General Laws, or that the services required are limited to construction management or the preparation of master plans, studies, surveys, soil tests, cost estimates or programs. The information contained in this application is true, accurate and sworn to by the undersigned under the pains and penalties of perjury.
Jon K. Lemieux, Executive Vice President 9/18/2018 ______Submitted by (signature) Printed Name and Title Date
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Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
DSB Commonwealth of Massachusetts S-CA Designer Selection Board SUB-CONSULTANT ACKNOWLEDGMENT
Project: Town Building & Space Needs Project Littleton, Massachusetts
Applicant Designer: The Vertex Companies, Inc.
Sub-consultant: Tarbell Construction Management, Inc.
SUB-CONSULTANT ACKNOWLEDGMENT
The sub-consultant named above hereby certifies that it has been notified by the Applicant Designer that it has been nominated to perform work on the Applicant Designer’s team for the above Project, which is under consideration at the Designer Selection Board.
Signature of Sub-Consultant Duly Authorized Representative
Kenneth D. Tarbell, President Print Name and Title
September 18, 2018 Date
It is a requirement that all applicants supply this document signed, attached to the Original application, for each of the listed sub-consultants stating that they are aware and agree to being nominated by said applicant designer. Electronic signatures are accepted.
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SECTION 7 – REQUIRED FORMS | Tax Compliance and Non-Collusion
Attestation of Tax Compliance I certify under the penalties of perjury that, to the best of my knowledge and belief, I am in compliance with all laws of the Commonwealth relating to taxes, reporting of employees and contractors, and withholding and remitting child support.
______The Vertex Companies, Inc. ______20-3724403 *Signature of Individual or **Social Security Number or Federal Corporate Name (Mandatory) Identification Number (Mandatory)
By: ______Date: ______September 17, 2018 Corporate Officer Marc Fiore, Chief Financial Officer (Mandatory, if Applicable)
*Approval of a contract or other agreement will not be granted unless this certification clause is signed by the applicant.
**Your social security number will be furnished to the Massachusetts Department of Revenue to determine whether you have met tax filing and tax payment obligations. Providers who fail to correct their non-filing or delinquency status will not have a contract or other agreement issued, renewed, or extended. This request is made under the authority of Mass. G.L.C.62c, Sec.49A.
CERTIFICATE OF NON-COLLUSION The undersigned certifies under penalties of perjury that this bid or proposal has been made and submitted in good faith and without collusion or fraud with any other person. As used in this certification, the word "person" shall mean any natural person, business, partnership, corporation, union, committee, club, or other organization, entity, or group of individuals.
______(Signature of Person Signing Bid)
______The Vertex Companies, Inc. (Company)
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SECTION 7 – REQUIRED FORMS | Certificate of Authority
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SECTION 7 – REQUIRED FORMS | Town of Littleton, Massachusetts
TOWN OF LITTLETON, MASSACHUSETTS Date ______September 17, 2018
The undersigned hereby certifies the following: That the designer has not given, offered, or agreed to give any person, corporation, or other entity any gift, contribution, or offer of employment as an inducement for, or in connection with, the award of the contract for design services; That no consultant to, or subcontractor for, the designer has given, offered, or agreed to give any gift, contribution, or offer of employment to the designer, or to any other person, corporation, or entity as an inducement for, or in connection with, the award to the consultant or subcontractor of a contract by the designer; Certification that no person, corporation, or other entity, other than a bona fide full-time employee of the designer, has been retained or hired by the designer to solicit for or in any way assist the designer in obtaining the contract for design services upon an agreement or understanding that such person, corporation, or other entity be paid a fee or other consideration contingent upon the award of the contract to the designer; and Certification that the designer has internal accounting controls as required by M.G.L. c. 30, §39R(c) and that the designer has filed and will continue to file an audited financial statement as required by M.G.L. c. 30, §39R(d).
Signed______Name Jon K. Lemieux Title Executive Vice President
The Vertex Companies, Inc. Company______
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ADDITIONAL INFORMATION | Letters of Reference
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ADDITIONAL INFORMATION | Letters of Reference
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ADDITIONAL INFORMATION | Letters of Reference
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ADDITIONAL INFORMATION | Letters of Reference
VERTEX Town Building & Space Needs | 49 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
ADDITIONAL INFORMATION | Certificate of Insurance
VERTEX Town Building & Space Needs | 50 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
ADDITIONAL INFORMATION | Statements of Income (2017 - 2016)
VERTEX Town Building & Space Needs | 51 Town Building & Space Needs Owner’s Project Management Services Littleton, Massachusetts September 18, 2018
ADDITIONAL INFORMATION | Statements of Income (2017 – 2016)
VERTEX Town Building & Space Needs | 52