CAMPBELL COUNTY, VIRGINIA NEW RUSTBURG MIDDLE SCHOOL PPEA DESIGN & CONSTRUCTION PROPOSAL JUNE 10, 2020 VOLUME I 5732 Airport Road, NW | Roanoke, Virginia | 24012 540-989-5215 | branchbuilds.com June 9, 2020 Ms. Anita L. Dragan Purchasing Agent Campbell Co. Central Purchasing 1st Floor, Haberer Building 47 Courthouse Lane Rustburg, VA 24588 RE: PPEA Design-Build for the New Rustburg Middle School | Conceptual Stage Dear Ms. Dragan: Branch Builds, Inc., in partnership with Moseley Architects, is pleased to submit for your review our qualifications to provide professional Design-Build services under the Public Private Education Facilities and Infrastructure Act (PPEA) for a New Rustburg Middle School. Our full-service Design-Build team offers a wealth of comparable project experience and we have assembled a team of highly qualified professionals for the project. In preparation, we have spoken to several ‘well placed’ stakeholders to familiarize ourselves with Campbell County’s goals and objectives; specifically, how our team can best meet the envisioned educational standards while respecting all financial objectives. We are optimistic that upon review, you will find we have ably addressed both of these goals. Highlights for consideration: n Both Branch and Moseley are premier leaders in K-12 education design/construction in Virginia and the Mid-Atlantic region, in general. Branch has successfully delivered over $700M of K-12 Education construction in the last 10 years and Moseley has successfully designed more than 400 K-12 educational projects over the same time frame. n The Branch | Moseley team has partnered together on numerous projects over the years, including many similar K-12 school projects such as the recent $22.8M Providence Middle School project in Chesterfield County. n The majority of our projects are managed via collaborative Design-Build or CM@Risk delivery where Branch’s professional preconstruction services are utilized to develop strategically planned, budget adhering projects. n We understand the complexities of managing the fast-track design and construction of a replacement school and have an exceptional track record for safely managing these projects while ensuring adjacent occupied facilities remain undisturbed by our work. n Having completed work across Central Virginia for many decades, our team is afforded valuable local market knowledge of construction in Campbell County. Additionally, Moseley currently holds a Term Contract with Campbell County and has working relationships in place. n The Branch | Moseley team offers a history of successful collaboration when working with strict budget limitations. Our design will be conservative and cost efficient. n Our team recognizes the significance a new Middle School holds for the County. We fully understand our efforts are on display for the entire community to observe and thus, we all must succeed. We embrace the challenge to excel in this scenario. n Branch is an employee owned firm and every member of our team, from the office to the field, has a vested interest in everything we do, every day. We look forward to the prospect of being a member of the New Rustburg Middle School project team and greatly appreciate your time and consideration of the Branch | Moseley team’s professional Design-Build services. Sincerely, Branch Builds, Inc. Moseley Architects Catherine Underwood, LEED AP Stephen Halsey Sr. VP & Design-Build Project Manager VP & Principal, K-12 Design Studio 5732 Airport Road | Roanoke, VA 24012 540-989-5215 | branchbuilds.com BLACKSBURG HIGH SCHOOL | PPEA TABLE OF CONTENTS NEW RUSTBURG MIDDLE SCHOOL PPEA PROPOSAL, VOLUME I | CONCEPTUAL STAGE COVER LETTER TABLE OF CONTENTS PROPOSAL FORMS EXECUTIVE SUMMARY TAB 1 QUALIFICATIONS & EXPERIENCE TAB 3 PROJECT FINANCING a. Legal & Organizational Structure a. Preliminary Estimate | Estimating Methodology b. Design-Build Team Experience b. Development, Financing & Operation Plan c. Recent Projects / Clients c. Plan Assumptions & Fees d. Design-Build Team Contacts d. Risk Factors e. Financials e. Government Resources f. Conflict of■ Interest Statement f. Revenue Source Terms & Conditions g. Trade Partner Coverage g. Tax-Exempt Considerations h. Training Programs h. County Obligations i. DMBE / SWaM Participation i. Interest Rate Impact j. Statement of Qualification j. Financial Penalties k. Safety ■ k. Underwriting Fees l. Student Security & Welfare TAB 4 PROJECT BENEFIT & COMPATIBILITY TAB 2 PROJECT CHARACTERISTICS a. Project Beneficiaries a. Project Description b. Anticipated Support / Opposition b. County Performed Work■ c. Involvement & Communications Plan c. Required Approvals & Permits d. Economic Development Alignment d. Adverse Impact e. Project Compatibility e. Positive Impact f. SWaM Participation Plan f. Project Schedule g. Occupancy Contingency■ Plans h. Risk & Liability Allocation i. Assumptions & Restrictions j. Phased Components k. Miscellaneous Assumptions l. Contingencies ■ ■ Includes information provided in Volume II - Redacted Proprietary Information Branch Builds, Inc. 1 (e) - Financials 73 Private Corporation Confidentiality 1 (j) - Statement of Qualification 79 Private Corporation Confidentiality 2 (a) - Project Description 84 Proprietary Design 2 (f) - Project Schedule 89 Proprietary Service 2 (k) - Miscellaneous Assumptions 94 Proprietary Service 1 Branch Builds, Inc. 5732 Airport Road NW, Roanoke, VA 24012 540-989-5215 540-989-0883 Catherine Underwood Senior Vice President [email protected] 57 2 Roanoke College Mike Maxey | 540-375-2200 | Since 2013 Greene County Public Schools Brian Huber | 540-560-8858 | 2017-2019 Frederick County Public Schools Al Orndorff | 540-662-3888 | Since 2014 Montgomery County Public Schools Carl Pauli | 540-382-5100 | Since 2012 Pulaski County Public Schools Kevin Siers | 540-994-2550 | 2019-Present Catherine Underwood Senior Vice President Branch Builds, Inc. 2 Catherine Underwood Senior Vice President 6/9/20 Branch Builds, Inc. 5732 Airport Road NW, Roanoke, VA 24012 3 Catherine Underwood / Branch Builds, Inc. 6/9/20 4 EXECUTIVE SUMMARY We hereby acknowledge the receipt of: • Addendum 1 | May 18, 2020 • Addendum 2 | May 22, 2020 • Addendum 3 | May 29, 2020 5 EXECUTIVE SUMMARY QUALIFIED DESIGN-BUILD TEAM The Branch | Moseley Design-Build team presents a dynamic, organized team of highly qualified design and construction professionals. Our team is comprised of industry veterans with the project-specific knowledge, experience partnering together and specialized skills to ensure success. Our professionals offer proven track records of achievement on K-12 schools, Design-Build delivery and PPEA projects. Only the most accomplished professionals from Branch (preconstruction and construction services), Moseley Architects (design/engineering services), and Timmons Group (civil engineering services) have been comprised to assist in our efforts and our obligation to provide Campbell County with premier service. A team experienced working in partnership Having previously worked together in many different configurations across many different K-12, higher together education and other municipal projects, members of our team have an inherent understanding of how to collaborate effectively with one another and are committed to upholding Branch’s expectations regarding commitment, quality and accountability. WORKING RELATIONSHIPS | PROJECT UNDERSTANDING The Branch | Moseley Design-Build team is ideally positioned to hit the ground running upon a notice to proceed. Having partnered together previously on numerous projects over the years, Branch, Moseley and Timmons provide a seamless and experienced team of professionals, skilled in delivering state-of-the-art educational facilities. Our firms have predominately collaborated on high-profile, signature K-12 projects and share an appreciation for each other’s capabilities, methodologies and expectations. Therefore, there is no learning curve to manage. Rather, our proposed Branch | Moseley team presents a seasoned and accomplished Design-Build solution. SIMILAR PROJECT EXPERTISE Branch, Moseley and Timmons offer Campbell County a Design-Build team that is adept in delivering all aspects of educational facility projects. In addition to our K-12 expertise, Branch, Pulaski County Middle School | #37.1M Moseley and Timmons are experienced managing signature PPEA Design-Build projects and community-oriented projects where all eyes of the community are closely monitoring our activities and progress. We have a track record for exceling on these landmark endeavors where we have accepted the responsibility to deliver quality facilities while ensuring the most practical, cost- effective means and methods are employed. Branch has successfully managed numerous K-12 educational projects over the years, including the following current Virginia projects: n $37.1M New Pulaski Middle School | Pulaski County n $41.1M Robert E. Aylor Middle School (CM@Risk) | Frederick County n $44.4M Washington & Lee High School | Westmoreland County n $32.2M George Mason Elementary School (CM@Risk) | Richmond City n $32M North Star High School | Loudoun County n $18M King George Middle School | King George County Branch was recently selected by repeat-client, Montgomery County Public Schools, via Fredericksburg County Middle School $42.3M PPEA Design-Build delivery to manage the $35M additions and renovations to 3 separate elementary schools in Christiansburg. This is our second consecutive PPEA Design-Build project for MCPS; In 2014, Branch