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SHORELINE SCHOOL DISTRICT NO. 412 Capital Projects Advisory Review Board (CPARB) Project Review Committee (PRC) GC/CM Application: Einstein and Kellogg Middle Schools SEPTEMBER 1, 2017
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Jun 25, 2018

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Page 1: SHORELINE SCHOOL DISTRICT NO. 412 - Department of … · 2017-09-05 · SHORELINE SCHOOL DISTRICT NO. 412 ... Kellog Middle School Existing Site Conditions and Access ... Equipment

SHORELINESCHOOLDISTRICTNO.412

CapitalProjectsAdvisoryReviewBoard(CPARB)ProjectReviewCommittee(PRC)GC/CMApplication:EinsteinandKelloggMiddleSchools

SEPTEMBER1,2017

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application i September2017

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application i September2017

TABLEOFCONTENTSTableofContents..........................................................................................................................................i

1. IDENTIFICATIONOFAPPLICANT...........................................................................................................1

2. BRIEFDESCRIPTIONOFPROPOSEDPROJECT.......................................................................................1

3. PROJECTEDTOTALCOSTFORTHEPROJECT.........................................................................................3

4. ANTICIPATEDPROJECTDESIGNANDCONSTRUCTIONSCHEDULE.......................................................4

5. WHYTHEGC/CMCONTRACTINGPROCEDUREISAPPROPRIATEFORTHISPROJECT...........................6

6. PUBLICBENEFIT....................................................................................................................................9

7. PUBLICBODYQUALIFICATIONS..........................................................................................................10

8. PUBLICBODY(SHORELINESCHOOLDISTRICT)CONSTRUCTIONHISTORY.........................................21

9. PRELIMINARYCONCEPTS,SKETCHES,ORPLANSDEPICTINGTHEPROJECT.......................................22

Exhibit1:MilestoneSchedule................................................................................................................23

Exhibit2:BondProgramPhasingPlan...................................................................................................24

Exhibit3:KelloggMiddleSchoolExistingSitePlan................................................................................25

Exhibit4:KellogMiddleSchoolExistingSiteConditionsandAccess.....................................................26

Exhibit5:KelloggConceptualSitePlan..................................................................................................27

Exhibit6:EinsteinMiddleSchoolExistingSitePlan...............................................................................28

Exhibit7:EinsteinMiddleSchoolExistingSiteConditionsandAccess..................................................29

Exhibit8:EinsteinConceptualSitePlan.................................................................................................30

10. RESOLUTIONOFAUDITFINDINGSONPREVIOUSPUBLICWORKSPROJECTS....................................33

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 1 September2017

1. IDENTIFICATIONOFAPPLICANT

a. LegalNameofPublicBody:ShorelineSchoolDistrictNo.412

b. Address:

ShorelineSchoolDistrictMainOffice185601stAveNEShoreline,WA98155

c. ContactPersonName:MarlaMiller,Title:DeputySuperintendent

d. PhoneNumber:(206)393-4514Fax:(206)619-393-4204Email:[email protected]

2. BRIEFDESCRIPTIONOFPROPOSEDPROJECT

TheShorelineSchoolDistrict(theDistrict)isseekingapprovaltousetheGeneralContractor/ConstructionManageralternateprocurementprocessforbothEinsteinandKelloggMiddleSchools.RebuildingthesetwoschoolswillresolvecrowdingissuesatShorelineelementaryschoolsfortheforeseeablefuture,butwillrequirereconfigurationandreconstructionoftheDistrict’sexistingtwomiddleschoolsontheirexistingsites.ThetwoprojectsmaybebuiltbyasingleGC/CMormaybeawardedseparately–theprocurementprocesswillincludebothoptionsandwillcontainscoringcriteriaforbothseparateandcombinedprojects.

TheDistrictisrapidlygrowingandovercrowdingissuesareanongoingissueatDistrictfacilities.ArecentdemographystudyconductedbyDr.LesKendrickpredictsourstudentpopulationwillgrowbynearly1,500studentsoverthenext10years.WithShoreline’selementaryschoolfacilitiescurrentlyat96.4percentcapacity,additionalclassroomspaceneedstobecreatedtoprovidesuitablelearningenvironmentsforallShorelineandLakeForestParkstudentswithoutovercrowdingclassrooms.Duringthe2015-2016schoolyeartheDistrictformedanInstructionalProgramPlanningCommittee(IPPC)toevaluatefutureinstructionalprogramconfigurationstomeettheneedsofstudents.TheIPPCrecommendedthata6/7/8middleschoolconfigurationwouldbestsupporttheinstructionalandsocial-emotionalneedsofShorelinestudents.

TheDistrictreceivedbondapprovalbyover74%ofvotersfora$250millioncapitalimprovementsprogramonFebruary14,2017,whichisexpectedtoqualifyfor10percentstateschoolconstructionmatchinggrants.Thedriversofthebondprogramare:

• Alleviateelementaryovercrowdingandprepareforstate-fundedclasssizereductionsthatwillincreasetheneedforclassrooms;

• Providelearningenvironmentstosupportstudentachievement;

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 2 September2017

• Expandandenhanceearlylearningopportunities;and

• Designnewbuildingstoenhanceschoolsafetyandsecurity.

TheseprojectsfundedbythebondwillprovidetheDistrictwiththecapacityandflexibilitytomeettheneedsofourgrowingstudentcommunity.

Projectstobecompletedaspartofthebondprograminclude:

• RebuildingEinsteinMiddleSchool(includedinthisapplication)

• RebuildingKelloggMiddleSchool(includedinthisapplication)

• ConstructinganEarlyLearningCenter(ELC)attheShorelineChildren’sCentersitetohousetuition-basedpreschool,HeadStartandEarlyChildhoodEducation(projectpreviouslyapprovedforGC/CMandcurrentlyinpre-constructionphase)

• RebuildingParkwoodElementarySchool(finaldesignandpre-constructionunderway)

EinsteinMiddleSchoolOverview

EinsteinMiddleSchool,locatedinthenorthwestpartoftheDistrict,hasacurrentenrollmentofapproximately750seventhandeighthgradestudents.Itwasbuiltin1968,andmostrecentlyremodeledin1992.Thecurrentbuildingisapproximately116,000squarefeetona430,000s.f.siteapproximatelytwomilesfromtheShorelineSchoolDistrictOffices.TheschoolhasbothspecialeducationandEnglishlanguagelearner(ELL)classes,andworkstointegratespecialneedsstudentsintoregularclasses.

ThenewEinsteinMiddleSchoolwillbeapproximately150,000s.f.andwillhouseapproximately1,000studentsingrades6-8.andconsistofgeneralclassrooms,agym,variousoutdoorplayareas,atrackandfield,commercialkitchen,cafeteria,andadministrativeofficesandsupportspaces.Thesiteimprovementswillincludereconfiguringon-siteparkingforstaffandvisitors,busload/unloadzones,busaccessandegress,newsidewalks,landscaping,andupgradingexistingutilityservicefeedsintothebuilding.

KelloggMiddleSchoolOverview

KelloggMiddleSchool,locatedinthesoutheastportionoftheShorelineSchoolDistrict,hasacurrentenrollmentofapproximately625seventhandeighthgradestudents.Kelloggwasbuiltin1952andthelatestschool-wideremodelwascompletedin1986.Kellogg’sHangTimeafterschoolprogramoffersstudentstheopportunitytofinishhomework,socializeandparticipateindiverseactivities,allinasafeschoolenvironment.

Thecurrentschoolbuildingisapproximately132,000squarefeetona895,000s.f.site.Itisapproximately2.7milestotheShorelineSchoolDistrictOffices.

ThenewKelloggMiddleSchoolwilladdgeneralclassrooms,reconfiguredstaffandvisitorparking,newbusload/unloadzones,akitchenandcafeteria,administrativeofficesandsupportareas,playareas,upgradestothetenniscourts,atrackandfieldrefresh,varioussiteamenities,andlandscaping

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 3 September2017

throughoutthesite.ThenewKelloggMiddleSchoolwillbeapproximately150,000s.f.andwillhouseapproximately1,000students.

TheDistrictisbeginningtheprocessofcreatingEducationSpecificationsforthemiddleschoolsnow,andwillbegintheprocessofselectingaGC/CMforoneorbothprojectsimmediatelyuponapproval–wewanttohavetheGC/CM(s)onboardaswecompleteeducationspecificationsandpreparetobeginSchematicDesignatthebeginningof2018.DesignDevelopmentisscheduledtobecompleteinJuly2018andbiddingisscheduledtobegininlate2018withbothschoolsopeninginSeptember2020.

3. PROJECTEDTOTALCOSTFORTHEPROJECT

A. PROJECTBUDGETS:

A.1KELLOGGMIDDLESCHOOL

Item ProjectBudget

ProfessionalServices $6.1Million

EstimatedConstructionCosts $55.6Million

EquipmentandFurnishings $0.9Million

GC/CMConstructionContingency(3%) $1.6MillionSSDConstructionContingency(7%) $3.8Million

DistrictProjectContingency $0.8Million

Off-SiteCosts(permitsandutilities) $0.6Million

ContractAdministration $3.1MillionOtherCosts(Movingandlegalcosts) $0.4Million

SalesTax $6.3Million

ProjectTotal $80Million

A.2EINSTEINMIDDLESCHOOL

Item ProjectBudget

ProfessionalServices $6.1Million

EstimatedConstructionCosts $55.6Million

EquipmentandFurnishings $0.9Million

GC/CMConstructionContingency(3%) $1.6MillionSSDConstructionContingency(7%) $3.8Million

DistrictProjectContingency $0.8Million

Off-SiteCosts(permitsandutilities) $0.6Million

ContractAdministration $3.1Million

OtherCosts(Movingandlegalcosts) $0.4MillionSalesTax $6.3Million

ProjectTotal $80Million

B. FUNDINGSTATUS

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 4 September2017

BothEinsteinandKelloggMiddleSchoolsarefundedbythe$250millioncapitalimprovementbondthatwasapprovedbyvotersonFebruary14,2017.Theentirecapitalprogramdoesnotrelyonstatematchingfunds.

4. ANTICIPATEDPROJECTDESIGNANDCONSTRUCTIONSCHEDULE

ThefollowingexhibitcontainstheGC/CMprocurementschedulethatwillbefollowedforbothschools,eitherasoneortwoseparateGC/CMcontracts.Theschedulealsooutlinesthemajormilestonesforthedesign,pre-construction,constructionandcloseout.Currently,theDistrictisplanningtorunthesetwoprojectsconcurrently,andthereforewillshowonescheduleforbothschoolsinthisapplication.Exhibit1alsoprovidesabreakdownofmajordesignandconstructionmilestonesfortheprojects.

GC/CMProcurementSchedule

Activity Dates

PRCApplication 9/1/17

PRCMeeting 9/28/17

FirstpublicationofRFPforGC/CMServices 10/2/17

SecondpublicationofRFPforGC/CMServices 10/9/17

ProjectInformationMeeting(tentative) 10/16/17

GC/CMRFPSubmittalDeadlinetoShorelineSDby10:00am(PST) 10/27/17

Open&ScoreSubmittalsReceivedforRFPs 10/30/17

NotifySubmittersofMostHighlyQualifiedSubmittersandInvitetoInterview 11/3/17

InterviewswithShort-ListedFirms 11/17/17

NotifySubmittersofMostHighlyQualifiedFirmsandInvitetoSubmitRFFP 11/20/17

RFFPSubmittalDeadlineandOpeningby10:00am(PST) 12/1/17

NotifySubmittersofScoringandMostQualifiedGC/CM 12/4/17

NTP/PreliminaryContractAwardbySchoolBoard 12/1/17

SchoolBoardApprovalofGC/CMSelection 12/4/17

Pre-ConstructionWorkPlanDue 12/15/17

GC/CMAgreementw/Pre-ConServicesExecuted 12/30/17

Pre-ConstructionServicesbyGC/CM 1/1/18-5/5/2019

MACCEstimate/Negotiation(90%CDs) Q32018

SchoolBoardApprovalofMACC/GMP Q42018

GMPAmendmentExecuted Q42018

{Note,theprojectschedulesforbothschoolsareidentical,andarethereforebeingshownasonescheduleinthisapplication.Detailedschedulesforeachsitewilldiffer,butGC/CMselectionandopeningdaywillremainidenticalwhetheroneGC/CMortwoisselected}TheDistrictisbeginningtheprocessofcreatingEducationSpecificationsforthemiddleschoolsnow,andwillbegintheprocessofselectingaGC/CMforoneorbothprojectsbeginningimmediatelyuponapprovalwiththeintenttohavetheGC/CM(s)onboardaswecompleteeducationspecificationsand

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 5 September2017

preparetobeginSchematicDesignatthebeginningof2018.DesignDevelopmentisscheduledtobecompleteinJuly2018andsubcontractprocurementisscheduledtobegininlate2018withbothschoolsopeninginSeptember2020.

Duetothelackof‘swingspace’,theDistrictexpectsthatbothschoolswillremainoccupiedduringconstruction.Foreachschool,theDistrictwillworkwiththeGC/CMtodevelopaphasingsequencetominimizeimpactsoneachschool’sschedulesandoperations.Atemporarycertificateofoccupancy(TCO)willbeneededtoallowthestaffateachschooltosetuproomsaftertheFF&EprovidedbytheDistrictisinstalled.TCOisanticipatedaftertheenddateofmove-in,latesummer2020.Earlybidpackages(sitework,siteutilities,partialdemoandabatement)andpotentiallyaseriesofmini-MACCswillbeconsideredandmaybeutilizedtomaximizeconstructionefficiency,meettheprojectschedule,andminimizecostimpacts.

TheaboveDesignandConstructiondatesarepreliminaryandmaybeadjustedaftertheProjectteamhasevaluatedprojectphasing,biddingstrategies,andutilizationofanyMC/CMorEC/CMpackages.

ScheduleStatus

Ifyourprojectisalreadybeyondcompletionof30%drawingsorschematicdesign,pleaselistcompellingreasonsforusingtheGC/CMcontractingprocedure.

ThisdoesnotapplyasbothprojectsareinthedevelopmentoftheeducationspecificationsandtheconceptualdesignphaseandtheGC/CM(s)willbeaboardearlyinschematicdesign.Thefollowingscheduleoutlinestheapproximatetimeframesforeachproject,whichwillbebuiltconcurrently,andpossiblydeliveredaswithoneGC/CMortwo.

KelloggandEinsteinMiddleSchoolsDesignandConstructionSchedule

Activity Start Finish

ArchitectSelection July2017 July2017

SiteInvestigation 8/1/2017 9/1/2017

EdSpec./ConceptPhase 8/14/2017 12/31/2017

SchematicDesign 1/1/2018 4/16/2018

DesignDevelopment 4/16/2018 7/31/2018

LandUse/Environmental 4/16/2018 6/18/2018

ConditionalUsePermit 6/1/2018 10/31/2018

ConstructionDocuments 8/1/2018 2/11/2019

EarlyWork(Mobilization/Demo) 2/1/2019 4/30/2019

Construction 5/6/2019 5/30/2020

Punchlist 2/3/2020 5/30/2020

SubstantialCompletion n/a 7/1/2020

MoveIn 7/1/2020 8/10/2020

StartofSchool(tentativedate) n/a 9/7/2020

Closeout 7/1/2020 12/31/2020

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 6 September2017

5.WHYTHEGC/CMCONTRACTINGPROCEDUREISAPPROPRIATEFORTHISPROJECT

Pleaseprovideadetailedexplanationofwhyuseofthecontractingprocedureisappropriatefortheproposedproject.Pleaseaddressthefollowing,asappropriate:

OfthesixcriteriaoutlinedinRCW39.10.340,threeareapplicable:

• Complexscheduling,phasing,orcoordination,

• Constructionatanexistingoccupiedfacility,

• InvolvementoftheGC/CMiscriticalduringthedesignphase,

Ifimplementationoftheprojectinvolvescomplexscheduling,phasing,orcoordination,whatarethecomplexities?

A. ComplexScheduling,Phasing,andCoordination

Thetwonewmiddleschoolswilleachbebuiltonthesiteoftheexistingschoolandathleticfields.Theaverageconstructionscheduleateachofthesetwoschoolsisapproximately14.5monthsforconstruction.

EachschoolmustbecompletedandoperationalbyearlyAugust2020inordertobeopenonthefirstdayofschool,whichistentativelysetforSeptember7,2020.Eachprojectwillhavemultiplephases,suchasearlywork(demo/abatementofexistingfacilities),newconstruction,renovationofexistingfacilities(ifrequired)andsiteamenities(landscaping,outdoorgatheringspaces,parkingandbusloadingzones).

TheDistricthasnoavailablespacetotemporarilyhousestudentsfromeitherschoolduringtheconstructionphase,thereforeaphasedapproachutilizingexistingclassroomsandsupportspaceswillbedeveloped.Eachschoolsitealsohaslimitedavailablespaceonsite.Assuch,constructionateachschoolwillrequirephaseddemolitionandconstruction,requiringdetailedcoordinationofutilityservices,circulation,andaccessforemergencyservices. Locationsofclassroomswilltransitionthroughouttheacademicyear,andwillrequireclearcoordinationasstudentsmovefromonespacetothenext.Duetothelackof‘swingspace’atothersiteswithintheDistrict,eachprojectmustbetreatedasa‘stand-alone’projectthataccommodatescarefulphasingandtransitionofstudentsinspacesthroughoutallphasesofconstruction.

Constructionactivities,fromcommencementtofinalpunchlist,willrequirediligentcoordinationwiththeDistrict,GC/CM(s),thesurroundingcommunities,staff,andstudents.Theteamswillneedtoworktogetherwiththeschoolcommunitytocoordinateanychangestoon-sitewalkwaysandcorridorsaffectedbyconstruction,temporaryutilityconnections,emergencyanddeliveryaccess,andbusaccess.

Eachschoolisanticipatedtohavephasedconstructionactivities,withaseriesofearlyworkactivities.Theseearlyworkactivitiesinclude,butarenotlimitedto:

• Earlysitework(TESC,siteclearing,removalofwalkways,setupofconstructionlogisticsandsitefencing)

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 7 September2017

• Buildingabatement

• Buildingdemolition

• Earlyutilityinfrastructure

Thesecondphaseofconstructionwillincludemajorconstructionandabove-gradeactivitiessuchas:

• Newconstructionofthefacilitiesateachschoolsite

• Facilitiestoincludeclassrooms,specializedinstructionspaces,foodservice,andadministrativeandsupportspaces.

• Newparkingareasforstaffandvisitors.

• Newpassengerdrop-offareas.

• Newbusloading/unloadingareas.

• Sitelandscapingandoutdoorspacesamenities

Theschedulingcomplexitiesateachprojectthathavebeenidentifiedcannotbeovercomeusingatraditionaldesign-bid-build(D/B/B)approach.TodelivertheseprojectsintimeforthefirstdayofschoolinSeptember2020,theDistrictdesirestousetheGC/CMdeliverymethodtooptimizethedesign,construction,commissioning,andactivationoftheKelloggandEinsteinMiddleSchoolsandworkwiththeDistricttoimplementsuitableriskmanagementstrategies.Complexitiesinclude:

• OccupancybyearlyAugust2020forbothschools.

• ExpeditedpermittingprocesseswiththeAHJsthathavelittletonowindowforerror.

• Completingallhazmatandabatementactivitiesbythesummerof2019.

• Completingalldemolitionbetweenlatesummer2019toearlyfallof2019.

• Completingallsiteworkamenitiesandparkingconfigurationduringmidtolatesummer2020priortostaffmove-in.

• Completingallmajorexcavationsateachsitepriortothestartofthewetweatherwindowinthefallof2019.

• Optimizingconstructionactivitiesduringregularlyscheduledbreaks,holidays,andinterimstaffdays.

• SchedulingshutdownsandinterruptionstoutilitiesduringwindowsoftimewhereitdoesnotaffecttheDistrictfacilities,thesurroundingcommunity,orneighboringproperties.

• Executingconstructabilityandvalueengineeringactivitiesinparalleleffortstominimizeimpactstoconstructiondocuments.

• ObtainingatemporarycertificateofoccupancywiththeCityofShorelinepriortoanymove-inbystafforFF&Einstallationateachproject.

• ProvidingenoughtimeforKelloggandEinstein’sstaffandDistrictOperations&Maintenancerepresentativestogothroughanytrainingofnewsystemsinthefacilitiespriortothestartofschool.

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 8 September2017

Iftheprojectinvolvesconstructionatanexistingfacilitythatmustcontinuetooperateduringconstruction,whataretheoperationalimpactsonoccupantsthatmustbeaddressed?

B. ConstructionatanExistingFacility

Bothschoolswillbebuiltonexistingsitesthatarecurrentlyfullyoperationalandin-use.EinsteinMiddleSchoolisadjacenttoaresidentialcommunityandpublicpark.KelloggMiddleSchoolsiteisadjacenttoShorecrestHighSchool.Bothschoolsarelocatedonbusyarterialstreetsaswell.Therefore,theprojectdemolitionandconstructionactivitieswillneedtoaccountfortheactivitiesattheadjacentpropertiesandconstantlyaddressthestudent,staffandgeneralpublic’ssafetywhileworkingunderthetypicaloperatingbusinesshours.Specialoccasionssuchasschoolorcommunityevents,holidaybreaks,andstaffbreakdayswillalsoneedtobeconsideredwhenplanningallconstructionactivities.

TheGC/CMteam(s)willneedtoaccommodatetheexistingsitepedestrianandvehicleflowsincludingbusdropoffandpickupareazonesforallPhaseIandPhaseIIactivities.Duringtimessuchasathleticorseasonaleventsonthesites,theGC/CM(s)willneedtoprovideamitigationplanforconstructionaccess,trafficcontrol,andcommunitynotificationtopreventdisruption.Inparticular,sinceeachsiteislocatedrelativelyclosetoresidentialdwellings,theGC/CM(s)willneedtoincorporateadditionalmeasuresandcommunicatethemtoensurethesafetyofthecommunity,schoolstaff,andthestudentsaremaintainedatalltimes.Additionally,theGC/CM(s)willhavetocoordinatewiththeDistrictstaffforanyutilityshutdowns,overnight,off-shiftorweekendworktomakesureanycommunityorschooleventsarenotnegativelyimpacted.

IfinvolvementoftheGC/CMiscriticalduringthedesignphase,whyisthisinvolvementcritical?

C. InvolvementoftheGC/CMisCriticalduringtheDesignPhase

Pleasenotethesetwoprojectsareslatedtostartandfinishwithinthesametimeframes.

Developingworkablephasingplansiscriticaltothefundamentalsofthedesignoftheprojects,giventhenear-certaintyofpartialdemolitionandoccupancyofnewspaceduringtheconstructionphase.TheDistrictwillrelyontheGC/CM’sexpertisefrompastprojects;and,therefore,theGC/CMwillleadthedevelopmentofthephaseplanningduringthepreconstruction.Themiddleschoolphasingplanswilldetailtheprecisestepsneededbyeachsub-tradetoeffectivelyandsafelycompletethework.Withexpertiseincontracting,theGC/CMwillperformduediligenceonallinformationgatheredduringthisplanningperiodandassessitforsafetyandefficiency.TheseearlyinvestigationsbytheGC/CMwillinformalldesigndecisionsandstreamlinetheconstructionprocess.

Thepreconstructionphasewillbeginatthebeginningof2018,andwilloverlapwiththeschematicdesign,designdevelopmentandconstructiondocumentdesignsubmittals.Aspartoftheirrole,theGC/CMwillworkwiththeteamtodevelopthebestwaystomaximizethesiteforallphasesofconstructiontoidentifytradeaccess,phasedstagingareas,truckhaulroutes,jobofficesandamenities,andpedestrianpathwaysalongtheperimeterofthesite.

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 9 September2017

6. PUBLICBENEFIT

A. HowuseoftheGC/CMcontractingprocedurewillservethepublicinterest

Forexample,yourdescriptionmustaddress,butisnotlimitedto:Howthiscontractingmethodprovidesasubstantialfiscalbenefit:

ReducedCosts–Inperiodsofconstructioninflationarycycles,aswearecurrentlyexperiencing,theriskofcontractorsandsubcontractorfinancialfailuresissubstantial.TheGC/CMprocessprovidesameansfortheDistricttoinvestigatethefinancialstabilityofthefirmwithwhichitiscontracting,minimizingriskofcostlylitigationortimeextensionsduetosubcontractorfailures.TheGC/CMwillevaluatethedesigndocumentsandparticipateduringthedesignprocess,reducingunforeseenimpactsandleadingtoreducedcostsandscheduleimpacts.Duringthedesign,theGC/CMwillbechargedwithfindingbuildable,cost-effectivesolutionsthatenabletheDistricttocontrolconstructionphasechanges.ConstructabilityandvalueengineeringexerciseswillalsobeemployedbytheGC/CMasameanstoidentifybettersolutionsfornotonlyconstruction,butfortheoveralloperationallifeofthemiddleschools.

ExperiencedPartner–UsingaContractorthathasbeenthoroughlyvetted,withaproventrackrecordofsimilarprojectexperience,budgetmanagement,scheduling,claimavoidance,projectphasing,effectivesafetyplansforconstruction,leanconstructionpractices,andbeingaproactivememberoftheteamwillensurestudentsafetyandprotecttheDistrict’sscheduleandbudget.

AllocationofRisk–Theorganizationoftheteamallowsforintegratedandcollaborativeapproachestorisk,changes,andissuesthatarise:

• TheGC/CM(s)willdevelopatrueunderstandingoftheworkbybeinginvolvedinthedesign,andwillhaveafullunderstandingoftheOwner’sexpectationspriortoanybiddingofthework.

• TheGC/CM(s)willparticipateandprovidefeedbackduringconstructabilityreviewsandvalueanalysisexercises,andwillhaveownershipofanychangestheysuggestthatbecomeincorporated.Thisprovidesrealbuy-infromtheGC/CMandnotahands-offapproachtodecisionsinvolvingthedesign.

• Phasingofbidbuy-outandflexibilitytoadjustbidpackagesastheworkisboughtoutallowsforcostmanagementbytheDistrictandtheGC/CMteam(s).

• TheGC/CMprocessprovides‘openbook’,transparentaccountingandfinancialreportingtotheOwner.

IntegratedApproachtoSafety–Measurestokeepthestudents,staff,andneighboringcommunitiessafemustbeexhibitedbyallpartiesinvolvedintheproject.Byutilizinganalternatedeliverymethod,theDistrictwillrequiretheGC/CM(s)to:

• Developaprogram-widesafetyplanforallphasesofconstructionthatiscommunicatedtoschoolstaff,DistrictOfficials,andtheneighboringcommunities.

• DevelopaplanforcommunicatingmajorconstructionactivitiesandeventswiththeDistrict,parents,andneighboringcommunity.

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 10 September2017

• Createandimplementplanstocommunicateandenforceconstructionvs.non-constructionzones,pedestriantravelpathwaysandwalkways,constructiontrafficroutes,emergencymusterpoints,andwherelaydownareaswilloccurastheprojectevolves.

B. Howtheuseofthetraditionalmethodofawardingcontractsinalumpsum(the“design-bid-buildmethod”)isnotpracticalformeetingdesiredqualitystandardsordeliveryschedules

RealTime,Market-BasedCostEstimates–ThePacificNorthwestregionhasexperiencedconstructioncostinflationratesof7.5to10percentoverthelast3years.ItiscriticaltothesuccessofbothprojectsthataGC/CMContractorisselected,sotheycanutilizereal-time,currentmarketpricingtovalidatescopingandbudgetingduringthedesignprocess;thiswouldnotbepracticalwithD-B-B.

AccuratePhasingPlans–TheGC/CM(s)willstudytheexistingconditions,desiredscopeofwork,anduniqueschedulingconstraintsofthemiddleschoolstobuildthesafest,mostefficientphasingplanpossibleaspartofthedesignprocess,whichwouldnotbepossibleusingDBB

IncreasedEngagementwiththeSmallBusinessTradeCommunity–TheGC/CM(s)willbeabletousetheirphasingplansandbiddingstrategiesastoolstodeveloptargetedopportunitiesforsmallbusinesseswithinthetrades,includingM/W/B/Esubcontractors.

EnhancedCoordinationofMaterialsandEquipmentPurchases–AGC/CMwillprovidebettercoordinationwithmaterialsandequipmentpurchases,includingMEPcoordination,vendorcoordination,timing,rough-in,delivery,off-loading,andstorage,thanwouldbefeasiblewithaDBBcontractor.

MoreResponsiveandResponsibleBids–Becauseofthescaleandcomplexityoftheseprojects,aGC/CMwillhaveagreaterabilitythanaD/B/Bcontractortoprequalifyandattractfirmswithresourcesneededtodotheworkandmeettheschedule.

OngoingValueAnalysisandConstructabilityReview–TheGC/CMwilldeliverreal-timeValueAnalysisandConstructabilityReviewProcessduringdesign,resultinginamoreeconomicaldesignandabetterbidpackagewithfewerchangeordersandlessriskoflosttimeordelaytotheprojectcompletion.

7. PUBLICBODYQUALIFICATIONS

A. Abriefsummaryoftheconstructionexperienceofyourorganization’sprojectmanagementteamrelevanttotheproject

ConstructionexperienceforeachproposedstaffmemberandconsultantisdescribedintheStaffandConsultantBiographiesinthefollowingsection.

ShorelinePublicSchools

MarlaMiller,DeputySuperintendent

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 11 September2017

MarlaMiller,DeputySuperintendentofShorelinePublicSchools,hasservedK-12publiceducationintheStateofWashingtonsince1979.Marla’sconstructionandpropertydevelopment/managementexperiencehasprimarilybeengainedasExecutiveDirectorinEdmondsSchoolDistrictfrom1998to2012,andasDeputySuperintendentwithShorelinesince2012.HerpositioninShorelineincludesprimaryresponsibilityforlaborrelations/employeenegotiations,aswellasleadershipoftheteamresponsibleforMaintenanceandOperations,HumanResources,FoodService/Warehouse,Transportation,BusinessOperations/Payroll,Safety/EmergencyPlanning,andCapitalProjects.

Inadditiontonegotiatingpropertydevelopmentleases,sales,andpurchases,Marlahasdevelopednumerousconstructioncontractsandledresolutionofconstruction-relatedmatterswithcontractors,consultants,regulatoryagencies,andschoolandcommunitystakeholders.SheworkedwiththedesignteamfortheGC/CMapprovalforreplacementofMeadowdaleMiddleSchoolandwasanintegralpartofthedevelopmentoftheGC/CMcontractandanongoingparticipantintheprojectmanagementteamforthatproject.ShewasalsoapartoftheShorelineteamrecentlyapprovedforGC/CMcontractingfortheDistrict’sEarlyLearningCenter.

ConstructionProjects ProjectValue

ProcurementMethod Role CompletionDate

MeadowdaleMiddleSchool ~$48,000,000 GC/CM

ResponsibleDistrictAdministrator&WeeklyProject

ManagementTeam2011

ShorecrestHighSchool $84,000,000 D/B/B

ResponsibleDistrictAdministrator&WeeklyProject

ManagementTeam2014

ShorewoodHighSchool $95,000,000 D/B/B

ResponsibleDistrictAdministrator&WeeklyProject

ManagementTeam2014

AldercrestElementaryRenovation

$21,500,000 D/B/BResponsibleDistrict

Administrator&OngoingProjectManagementTeam

2016-2018

NorthCityElementaryRenovation

$12,000,000 D/B/BResponsibleDistrict

Administrator&OngoingProjectManagementTeam

2017-2018

Redevelopmentof40-acreFormerLynnwoodHighSite

$425,000,00099-yearlease,Costco&mixed

use

ResponsibleDistrictAdministrator&LeadNegotiator 2012/2013

ParkwoodElementary $27,000,000 D/B/B ResponsibleDistrict

Administrator&LeadNegotiator2016-present

(inconstruction)

EarlyLearningCenter $26,000,000 GC/CM ResponsibleDistrict

Administrator&LeadNegotiator

2017-present(inearly

construction)

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 12 September2017

DanStevens,CapitalProjectsManager

Danhasover35yearsofexperienceintheconstructionindustry,rangingfromcontractorandfacilitiesmanagertoOwner’sRepresentative.Dan’sbackgroundincludesbothpublicandprivateprojectsthroughouttheNorthwest.Previously,DanworkedastheOwner’sRepresentativefortheYakimaCourthouseModernizationprojectwiththeCityofYakima,Washington.HiscurrentrangeofprojectswiththeDistrictincludesmajorrenovationoftwoexistingelementaryschools,andvariousHVAC,siteamenitiesimprovements,renovations,andphasingoffacilitiesinpreparationforthis$250mbondprogram.DanwasalsoinanoversightroleontheEarlyLearningCenterprojectandwillserveastheconstructionprojectmanagerfortheKelloggMiddleSchoolproject.

ConstructionProjects ProjectValueProcurement

Method Role CompletionDate

YakimaCity/CountyRailRoadOverpassProject

$10,000,000 CityProcedure Owner’sRepresentativeforYakimaCounty

ProjectwasunderwaywhenDan

departed

ShorewoodHSFieldandTrackReplacements

$7,969,729 D/B/B DistrictProjectManager August2013

AldercrestCampusPhase1

$5,600,000 D/B/B DistrictProjectManager September2016

NorthCityElementaryRenovation

$12,000,000 D/B/B DistrictProjectManager OnGoing

ParkwoodElementary $27,000,000 D/B/B DistrictProjectManager2016-present

(inconstruction)

MichaelRomero,ConstructionProjectManager(ShorelinePublicSchools)

MichaelRomerohasover18yearsofexperienceinpublicprojectandconstructionmanagement.MichaelrecentlyjoinedtheShorelinePublicSchoolsCapitalProjectsteamafterthepassageofthe2017bond.Previously,Michaelworkedasproject/constructionmanagerfortheLakeWashingtonandSeattleSchoolDistricts,theCityofBainbridgeIsland,andWashingtonStateoncomplexprojects,typicallyinvolvingahighdegreeofcoordinationwithoperatingpublicfacilitiesandhighlyinvolvedconstituencies.MichaelhassupportedseveralGC/CMprojectsandpreviouslycompletedtheAGC/UWGC/CMtraining.HeistheleadConstructionProjectManagerontheShorelineteamrecentlyapprovedforGC/CMcontractingfortheDistrict’sEarlyLearningCenter,andwillbetheDistrict’sconstructionprojectmanagerfortheEinsteinMiddleSchoolproject.

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 13 September2017

Project ProjectValueDeliveryMethod Role Timeframe

EarlyLearningCenter(inearlyconstruction)

$26,000,000 GC/CM ConstructionManager 2017-present

AnnualSystemsPrograms,LakeWashingtonSchoolDistrict

$10-24MillionAnnualbudget

D/B/B,JOCD/B/B

ProgramManagerProjectManager

2016-20172013-2016

RedmondElementaryAddition,LakeWashingtonSchoolDistrict

$12,000,000 D/B/B ProjectManager 2014-2016

RoseHillMiddleSchool,LakeWashingtonSchoolDistrict

$72,000,000 D/B/B ProjectManager 2010-2013

HamiltonMiddleSchool,SeattleSchoolDistrict

$68,000,000 D/B/B ProjectManager 2005-2010

WinslowWay,CityofBainbridgeIsland $12,000,000 D/B/B ProjectManager 2007-2009

EastCapitolCampus,Olympia,Washington

$14,000,000 D/B/B ConstructionManager 2002-2005

GC/CMAdvisors:Parametrix

ParametrixwillsupporttheDistrictforallissuesrelatedtotheGC/CMprocess.Parametrixhasservedasadvisorand/orprojectmanageronover16currentandrecentGC/CMprojectsconductedundertheauthorityofRCW39.10.

HowardHillingerhasextensiveGC/CMexperienceonrecentandcurrentGC/CMprojectsforTacomaandWashougalschooldistricts,WashingtonStateFerries,MetropolitanParksDistrictandseveralothers.AnneTimmermanshasextensiveGC/CMexperiencewiththePortofSeattleprograms,andiscurrentlyconsultingonthePort/AlaskaAirGroup’srenovationattheNorthSatelliteattheSeaTacAirport.

HowardHillinger,GC/CMAdvisor(Parametrix)

ParametrixisaSeattle-basedconsultingfirmwhichsupportsavarietyofpublicagenciesintheplanning,design,andconstructionmanagementofcomplexfacilitiesprojects.Parametrixhasemergedasoneoftheleadingpractitionersinalternativeprojectdelivery,withover20recentandcurrentGC/CMprojects.

HowardHillingeristheGC/CMProgramAdvisorandhasover30yearsofprojectmanagementandconstructionmanagementexperience.HeisaPrincipalConsultantwithParametrixforProjectandConstructionManagementServices,wherehehassupportedownersonmorethanadozenrecentprojectsutilizingalternativeprojectdelivery.HeisaGC/CMadvisorwhohassupportedtwohistoricschoolmodernizationsforTacomaPublicSchoolsandtheColmanDock/SeattleMultimodalTerminalforWashingtonStateFerries.HeservedasamemberofGC/CMHeavyCiviltaskforce,andhascompletedAGC/UWGC/CMclass.HowardisaCertifiedConstructionManager.

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 14 September2017

Project ProjectValueDeliveryMethod Role Timeframe

EarlyLearningCenter,ShorelineSchoolDistrict

$26,000,000 GC/CM GC/CMAdvisor 2017-Present

NewMiddleSchool,RidgefieldSchoolDistrict

$72,500,000 GC/CM GC/CMAdvisor 2016-Present

SeattleMultiModalTerminalatColmanDock

$230,000,000 GC/CM GC/CMAdvisor 2015-Present

JemtegaardMiddleSchool,WashougalSchoolDistrict

$37,800,000 GC/CM GC/CMAdvisor 2015-Present

ExcelsiorHighSchool,WashougalSchoolDistrict

$4,100,000 GC/CM GC/CMAdvisor 2015-Present

McCarverElementarySchoolHistoricModernization,TacomaPublicSchools

$39,000,000 GC/CM GC/CMAdvisor 2013-2015

StewartMiddleSchoolHistoricModernization,TacomaPublicSchools

$66,000,000 GC/CM GC/CMAdvisor 2013-2015

AnneTimmermans,GC/CMProjectManager(Parametrix)

Annehas14yearsofexperienceworkingonconstructionprojectsthroughoutthePacificNorthwest.Shehasworkedonmostlypubliccommercialprojects,rangingfromlarge-scaleaviationfacilitiestoK-12projects.SheisaCertifiedConstructionManager(CCM)andaLEEDAccreditedProfessional.

Project ProjectValueDeliveryMethod Role Timeframe

EarlyLearningCenter,ShorelineSchoolDistrict

$26,000,000 GC/CM GC/CMProjectManager

2017-present

NorthSatelliteRenovation,PortofSeattle

$425,000,000 GC/CM ResidentEngineer 2017-present

777xCompositeWingFacility,NewChillerBuildingandSitework,Boeing

$1,000,000,000 IPD ConstructionManager 2014-2017

ConsolidatedRentalCarFacility,PortofSeattle

$419,000,000 GC/CM ProjectManager 2006-2012

KristaLutz,GC/CMProjectManager(Parametrix)

Kristahas19yearsofexperienceworkingondesignandconstructionprojects.Herexperienceincludescommercial,residential,historicrenovation,andpublicfacilitiesincludingK-12projects.SheisfamiliarwithDBBandGC/CMdeliverymethodsonboththecontractorandconsultantside.SheisGC/CM(AGC)trained,aCertifiedConstructionManager(CCM),andaLEEDAccredited

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 15 September2017

Professional.Kristaisanadditionalresourcethatmaybeutilizedbytheteamforsupportthroughouttheprocurement,design,andconstructionphases.

Project ProjectValueDeliveryMethod Role Timeframe

OlympicViewMiddleSchoolAddition,MukilteoSchoolDistrict

$12,000,000 DBB ConstructionManager 2016-present

DiscoveryElementarySchoolAddition,MukilteoSchoolDistrict

$3,000,000 DBB ConstructionManager 2016-present

PikePlaceMarketRenovationphase1-3 $60,000,000 GC/CM GC/CM 2010-2013

SeattleMultimodalTerminal,WSDOT $140,000,000 GC/CM PreconGC/CMAdvisor 2014-2015

DistrictLegalCounsel:PerkinsCoie,LLP

GraehmWallace,LegalCounsel(PerkinsCoie)

PerkinsCoieisanationallyrecognizedleaderinconstructionlaw.Theirteamofconstructionattorneyspracticesalltypesofconstructionlawonbehalfofowners,contractors,suppliers,architects,engineers,consultants,andgovernmentalentitiesinallstagesofconstructionprojects—fromprocurementthroughprojectmanagementtodisputeresolution.Thefirmdraftsandnegotiatesawidevarietyofcontractsonabroadspectrumofprojectsnationallyandinternationally.Inrecentyears,thecombinedannualvalueofcontractsPerkinsCoiehaspreparedhasbeenwellinexcessof$1billion.Graehm’spracticefocusesonrepresentationoflocalK-12schooldistricts,includingdraftingandreviewinglegaldocumentsregardingconstructionandrealestatematters,withaspecialfocusinalternatedeliverymethods.

KelloggMiddleSchoolArchitect:MahlumArchitects

WithmainofficesinSeattle,Washington,MahlumhasextensiveexperienceworkingwiththeGC/CMprocessoncomplexnewconstructionandrenovationprojects,andconsiderspartneringwiththecontractortobeverybeneficial.Mahlum’sexperiencewithK-12GC/CMprojectsbeganwiththefirstpilotproject,NorthshoreJuniorHigh.TheteamadvocatesforthebenefitsoftheGC/CMprocess,includingon-goingvalueengineering,constructabilitycritiques,andcostupdatingasweworkthroughallphasesoftheproject.

MahlumhasalsoledandparticipatedinmultiplepresentationsabouttheGC/CMprocessregionally,andactivelyengagesinlegislativediscussionsaboutitscontinuationandimprovement.

DavidMount,Principal-in-Charge(Mahlum)

Anaward-winningarchitectofeducationalfacilities,Davidhasmorethan23yearsofexperience.HeservesastheK-12EducationStudioDirectorandmanagesallaspectsofthismarketsectorforMahlum.Davidoffersbroadperspectiveintocosteffectiveopportunitiestoenhancecommunity

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 16 September2017

andlearningbothinsideandoutoftheclassroom.ALEEDAccreditedProfessional,heblendstechnicalunderstandinganddesignsensitivitywithinsustainablesiteandbuildingconceptsforeducationalfacilities.DavidholdsaBachelorofArchitecturefromtheUniversityofArizona,andisaregisteredarchitectinWashingtonandOregon.HehasworkedonsevenK-12andhighereducationGC/CMprojectsandhasworkedwithShorelineSchoolDistrictontherecentAldercrestCampusModernizationprojects.

RoleDuringProjectPhases

ExperienceProjectValue

ProjectType Planning Design Construction

RoleStart

RoleFinish

EarlyLearningCenter,ShorelineSchoolDistrict

$26M GC/CM P-I-C P-I-C P-I-C 4/2017 10/2018

RobertEaglestaffMiddleSchool,

SeattlePublicSchools

$46M GC/CM – P-I-C P-I-C 5/2013 8/2017

CascadiaElementarySchool,

SeattlePublicSchools

$28M GC/CM – P-I-C P-I-C 5/2013 8/2017

LynndaleElementarySchool,

EdmondsSchoolDistrict

$25M GC/CM P-I-C P-I-C P-I-C 9/2014 1/2017

MadronaSchool,EdmondsSchoolDistrict

$35M GC/CM P-I-C P-I-C P-I-C 7/2015 8/2018

IssaquahMiddleSchool,IssaquahSchoolDistrict

$47M GC/CM P-I-C P-I-C P-I-C 6/2012 9/2016

RoweMiddleSchoolRenovation,NorthClackamasSchool

District

$13m GC/CM ProjectManager

ProjectManager

ProjectManager

6/2018 8/2019

EarlBoylesEarlyChildhoodCenter,DavidDouglasSchoolDistrict

$7M GC/CM ProjectDesigner

ProjectDesigner

ProjectDesigner

9/2012 9/2014

AcademicBuildingExpansion,CentralCatholicHighSchool

$11M GC/CM ProjectManager

ProjectManager

ProjectManager

6/2014 9/2015

AdministrationandEntryAddition,LaSalle

CatholicCollegePreparatory

$3M GC/CM ProjectManager

ProjectManager

ProjectManager

2015 2016

ChapelConversion,LaSalleCatholicCollege

Preparatory

$699K GC/CM ProjectDesigner

ProjectDesigner

ProjectDesigner

2006 2006

EinsteinMiddleSchoolArchitect:Integrus

IntegrusArchitecturehasextensiveexperienceworkingwiththeGCCMdeliverymodel,particularlywiththedesignandconstructionofcomplexphasedmodernizations.Thefirmhasparticipatedin

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 17 September2017

theevolutionofGC/CMprocessasanacceptedandallowabledeliverymodelinWashingtonthroughseveralwayssuchas:

• IntegrusArchitecturewasselectedforoneofthefirstGC/CMpilotprojectsinWashingtonin1995

• TheCEO,BrianCarter,hasservedonOSPI’sTechnicalAdvisoryCommitteefor14years,andplayedaroleinadaptingtheD-FormprocesstoaccommodateGC/CMdelivery

• ThefirmhasmaintainedmembershipatCPARBandattheProjectReviewBoardforthepastfiveyears

• IntegrushasappearedbeforethePRCseventimes,eachinsupportofourclientsastheyhavepursuedpermissiontoutilizeGC/CM,havesuccessfullysupportedourclients,includingtheirrequestfor“agencystatus.”

RebeccaBaibak,Principal-in-Charge

Fornearly25years,Rebeccahasdedicatedhercareertounderstandinghowschooldesigncancapturetheimaginationofstudentsandstrengthentheirsurroundingneighborhoods.Rebecca’sexpertiseextendsintoworkingcloselywithcontractors,clients,anddesignteammemberstocoordinatedesignapproachesthatarelong-standingcivicstructuresthatareadaptableovertime,creatingfullyintegratedlearningenvironmentsthatoftenincludecomplicatedphasingandsiteconstraints.RebeccaisaregisteredFacilityPlannerwiththeAssociationforLearningEnvironments,andaLEEDAccreditedProfessionalwhoworksintegrallywithprojectteamstoenvisionlearningenvironmentsthatmeettoday’sneedswhileanticipatingfuturegoals.AsaregisteredarchitectintheStateofWashingtonshehaspersonallyworkedonfourK-12GC/CMprojectsandhasworkedwithShorelineSchoolDistrictontherecentmodernizationofShorecrestHighSchool.

RoleDuringProjectPhases

ExperienceProjectValue

ProjectType Planning Design Construction

RoleStart

RoleFinish

JuanitaHighSchool,LakeWashingtonSchoolDistrict

$98M GC/CM P-I-C P-I-C P-I-C 2014 2020

ParkPlaceMiddleSchool,MonroeSchoolDistrict

$45M GC/CM ProjectManager

P-I-C P-I-C 2010 2018

RushElementarySchool,LakeWashingtonSchoolDistrict

$32M GC/CM ProjectManager

P-I-C P-I-C 2010 2013

NorthshoreJuniorHighSchool,NorthshoreSchoolDistrict

$16M GC/CM ProjectArchitect

ProjectArchitect

ProjectArchitect

2001 2004

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 18 September2017

Theproposedteamsareoutlinedinthefollowingorganizationchart:

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 19 September2017

B. Adescriptionofthecontrolsyourorganizationwillhaveinplacetoensurethattheprojectis

adequatelymanaged

TheDistrictwillsetinplacespecificcontrolstomanagetheproject,beginningwithamanagementplandevelopedbyParametrixandreviewedandapprovedbytheDistrictteam.Proceduresandlimitsofauthoritywithregardstobudget,schedule,andchangeintheworkapprovalswereestablishedduringthekick-offofthedesignphase.ThisplanwillprovidearesponsibilitymatrixandwilladdressspecificexpectationsfortheDistrict,thedesignteam,andtheprojectmanagementteams.SubsequentexpectationsoftheGC/CMteam(s)willbeidentifiedintheRFP,RFFP,andGC/CMagreement.

Projectbudgets,schedules,MACCs,andTCCwillbeestablishedearlyonandreviewedateachdesignphasebytheSuperintendentandSchoolBoard.Theconstructionprojectmanagementteam,DanStevensandMichaelRomero,willcoordinatewiththeDistrict’sDeputySuperintendentandtoguaranteethatallpartiesareawareofanydevelopmentthatmightaffectthebudgetandthatallexpendituresareapprovedpriortopayment.Expenditurelimitsonaper-occurrencebasiswillbeestablishedbytheSuperintendentandtheBoardandalineofsignatureauthoritywillbeimplemented.

TheDistricthasandwillcontinuetoadequatelymanagetheprojectbysurroundingitselfwithprofessionalsthathaveaproventrackrecordofsuccessfulGC/CMprojects.ThefirmsofMahlumArchitects,IntegrusArchitecture,PerkinsCoie,andParametrixareprovenentities.TheDistrictexpectsthesefourfirmswillhelpguidethetwoprojectstosuccessfulandtimelycompletionsfortheopeningdayofschoolin2020.

Aspartofthetotalbondprogram,eachoftheprojectswillbetrackedindividuallytomaintainbettercontrolofdesign,schedule,andcosts.BothEinsteinandKelloggMiddleSchoolswillbefollowingthisstructure,andmayopttouseaseriesofMini-MACCcostsdevelopedbytheGC/CMteam(s)inanefforttobettercontrolthebudgetprocessandidentifydesign,schedule,orqualityshortfalls.Contingencieswillincludestatute-drivencontingenciesandconservativeownercontingenciestoprovidecushionbeyondthosefiguresestablishedintheGC/CM(s)contractandOfficeofSuperintendentofPublicInstruction(OSPI)recommendations.

Aspartofthepreconstructionservices,theGC/CM(s)willdevelopasubcontractingbidplanandscheduleforbidding,aswellasforphasedconstructionandearlyprocurementasagreedtobytheDistrict.TheArchitect’sdesigndeliverableswillbeintegratedwiththeGC/CMbiddingandconstructionplan,andupdatedonaregularbasis.EarlyandfrequentmeetingswiththeCitypermitagencies,firedepartment,andothercodeofficialspriortopermitintakeswillhelpensurethatpermitcommentrequirementsthatmayaffecttheMACC(s)willbemitigated.

C. ABriefDescriptionofYourPlannedGC/CMProcurementProcess.

TheGC/CMprocurementprocesswillbeginiftheprojectsreceivePRCapprovalbytheCommitteeonSeptember28th.TheFirstadvertisementoftheRFPisslatedforearlyOctober2018.TheprocesswillfollowtherequirementsofRCW39.10,andwillbeapproximatelynineweeksintotalduration,withtheawardofeitheroneortwoGC/CMcontractsaspartoftheRFFPfinalprocesses.Final

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 20 September2017

approvalofthecontract(s)isscheduledtooccurattheregularlyscheduledSchoolBoardmeetingonDecember4,2017.

Thegeneralprocessbeingadheredtobytheteamisasfollows:

• MarketingoftheprojecttoexperiencedpotentialGC/CMcandidates.

• AdvertisingRFPforGC/CM(twoadvertisementsintheDailyJournalofCommerceandBuilder’sExchange).

• Holdingapre-proposalconferenceforbothprojectsattheDistrictheadquarters.

• Publishingaddendainatimelymannerafterthepre-proposalconference.

• InterviewingshortlistedGC/CMfirms.

• RequestingRFFPsfromhighestrankedfirmsfrominterviews.

• ReviewingRFFPsandrecommendingawardtohighestrankedfirm.

• ConductinglegalcounselreviewinparalleltoRFPandRFFPprocesses.

• NotificationofintenttoawardtoselectedGC/CM.

• PresentationtoShorelineSchoolBoard.

• ApprovalreceivedfromShorelineSchoolBoard

• GC/CMcontractexecuted.

D. VerificationThatYourOrganizationHasAlreadyDeveloped(orProvideYourPlantoDevelop)SpecificGC/CMContractTerms.

TheDistrictplanstoutilizetheGC/CMdocumentsdevelopedbyPerkinsCoie,whichwerefirstdevelopedfortheEarlyLearningCenterwhichiscurrentlybeginningconstruction.Thecontractswillbedevelopedwithtwooptionsfordeliveringtheprojects,eitherasoneGC/CMinaprogram-wideapproachforthetwoschools,orwithseparatecontractsfortwoseparateGC/CMs.

Thedocumentswillbedevelopedspecifictotheneedsofthetwoprojects.OurintentistoreleasethesedocumentsforreviewandcommentsshortlyafterPRCapprovalonSeptember28th.PriortoissuingthefinalRFFP,thedocumentswillbeupdatedtoreflecttherecommendationoftheGC/CMContractorsandcurrentindustrybestpractices.Aspartofthereview,theDistrictwillsolicitinputfromourlegalcounselandrevisetoincorporateanyrecentstatutoryupdates.FinalconstructiondocumentswillbemodeledupondocumentsthathavesuccessfullybeenusedwithotherWashingtonschooldistrictsandGC/CMprojectslocally.

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 21 September2017

8. PUBLICBODY(SHORELINESCHOOLDISTRICT)CONSTRUCTIONHISTORY

Provideamatrixsummaryofyourorganization’sconstructionactivityforthepastsixyearsoutliningprojectdataincontentandformatpertheattachedsampleprovided:

Project DescriptionProjectValue

ContractingMethod

Schedule(start/finish)

PlannedBudget&ActualBudget*

ModularUnits Purchaseandinstallationof19modularelementaryclassunits

$5,000,000 D/B/B/ May2008-Fall2008

$5,000,000$5,000,000

CentralKitchen/Warehouse

Installationofanewcentralkitchenatexistingwarehouse

$6,390,000 D/B/B Spring2010-March2011

$6,390,000$4,222,374

KelloggMSPainting&GutterUpgrades

Exteriorpaintingandinstallationofnewgutters $1,758,626 D/B/B 5/11/2009-

8/21/2009$1,758,626$1,712,630

2009ElemPlayfieldUpgradeProject,multiplesites

Designandinstallationofmodifiedgrass/syntheticplayfieldsat3ESsites

$1,355,689 D/B/B December2008-August2009

$1,355,689$1,153,658

FlooringUpgrades,District-Wide

Completeflooringreplacementfor2ES&walk-offmats9otherschools

$1,207,412 D/B/B May2009-10/5/2009

$1,207,412$1,097,941

SLCRoofUpgrade CompletereplacementoftheShorelineCenterroofingmaterial

$1,541,000 D/B/B 5/1/11-July2012Info

Unavailable$2,313,087

MPBaseball/SoftballFieldImprovement

ConstructionofVarsityBaseball&SoftballFields $3,700,00 D/B/B 8/8/11-

3/12/2012$4,621,000$4,446,498

SCHSReplacement(w/oFields)

Replacement(NewIn-lieu)Shareof$192m D/B/B 2009-February

2014

Shareof$192m

$82,146,701

SWHSReplacement(w/Fields&RonaldSchool)

Replacement(NewIn-lieu)Shareof$192m D/B/B 2009-August

2013

Shareof$192m

$95,826,571

SyreElementaryHVAC ReplacementoftheexistingHVACsystem(likeforlike)

$1,240,00 D/B/B 200-August2013 $1,240,000$1,047,101

SCBaseball&SoftballFieldImprovement

Replacementoftheexistingbaseballandsoftballfield S5,000,000 D/B/B 6/15/15-3/23/16

$5,000,000$4,182,835

District-wideSafety&Security/ElectronicAccess

Designandinstallationofaccesscontrolatallschools $1,000,000 D/B/B June2015-

ongoing

$1,000,000$134,775(to

date)

RidgecrestFields Replacementoftheexistingplayfield $1,400,000 D/B/B 7/27/16-2/3/17

$1,400,000$890,278

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ShorelineSchoolDistrictNo.412 ProjectReviewCommittee(PRC)Application 22 September2017

Project DescriptionProjectValue

ContractingMethod

Schedule(start/finish)

PlannedBudget&ActualBudget*

AldercrestPhaseI Phase1oftheAldercrestCampusModernizationProject

$5,600,000 D/B/B 6/1/2016-9/6/2016

$5,600,000$5,595,076

NorthCityElementaryCampusModernization(TempTransitionSite)

NorthCityElementaryCampusModernization(TempTransitionSite)

$12,000,000 D/B/B 5/9/17-ongoing$3,000,000$3,000,000

EarlyLearningCenter DemolitionandConstructionofnewELC $36,000,000 GC/CM 4/6/17-ongoing

$36,000,000$1,000,000(todate)

*Thesefiguresdonotincludeencumberedmonies,andareonlyactualexpendituresthroughAugust31,2017.

9. PRELIMINARYCONCEPTS,SKETCHES,ORPLANSDEPICTINGTHEPROJECT

IndexofExhibits:

Exhibit1:MilestoneSchedule

Exhibit2:ShorelineSchoolDistrict2017BondProjectPhasingPlan

Exhibit3:KelloggMiddleSchoolExistingSitePlan

Exhibit4:KelloggMiddleSchoolExistingSiteConditionsandAccess

Exhibit5:KelloggMiddleSchoolConceptualSitePlan

Exhibit6:EinsteinMiddleSchoolExistingSitePlan

Exhibit7:EinsteinMiddleSchoolExistingSiteConditionsandAccess

Exhibit8:EinsteinMiddleSchoolConceptualSitePlan

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ShorelineSchoolDistrictNo.412 557-7937-001ProfessionalRegulationCommission(PRC)Application 23 April2017

Exhibit1:MilestoneSchedule

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ShorelineSchoolDistrictNo.412 ProfessionalRegulationCommission(PRC)Application 24 September2017

Exhibit2:BondProgramPhasingPlan

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ShorelineSchoolDistrictNo.412 ProfessionalRegulationCommission(PRC)Application 25 September2017

Exhibit3:KelloggMiddleSchoolExistingSitePlan

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ShorelineSchoolDistrictNo.412 ProfessionalRegulationCommission(PRC)Application 26 September2017

Exhibit4:KelloggMiddleSchoolExistingSiteConditionsandAccess

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ShorelineSchoolDistrictNo.412 ProfessionalRegulationCommission(PRC)Application 27 September2017

Exhibit5:KelloggMiddleSchoolConceptualSitePlan

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ShorelineSchoolDistrictNo.412 ProfessionalRegulationCommission(PRC)Application 28 September2017

Exhibit6:EinsteinMiddleSchoolExistingSitePlan

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ShorelineSchoolDistrictNo.412 ProfessionalRegulationCommission(PRC)Application 29 September2017

Exhibit7:EinsteinMiddleSchoolExistingSiteConditionsandAccess

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ShorelineSchoolDistrictNo.412 ProfessionalRegulationCommission(PRC)Application 30 September2017

Exhibit8:EinsteinMiddleSchoolConceptualSitePlan

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ShorelineSchoolDistrictNo.412 ProfessionalRegulationCommission(PRC)Application 31 September2017

10. RESOLUTIONOFAUDITFINDINGSONPREVIOUSPUBLICWORKSPROJECTS

TheShorelineSchoolDistricthasreceivednoauditfindingsonanyproject.