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Opening of Proposals - Four Winds Field Renovation & Expansion Proj No. 123-046 - Hagerman
CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 1 A CONSTRUCTION SOLUTIONS PROVIDER CMc PROPOSAL Four Winds Field Renovation and Expansion Project, Project Number 123-046 HAGERMAN CONTACTS Primary: Tyler Nix tnix@hagermangc.com | 260.437.8818 Secondary: Bruce Perry bperry@hagermangc.com | 567.712.4746 The Hagerman Group 510 W. Washington Blvd. Fort Wayne, IN 46802 260.424.1470 RIVERFRONT DEVELOPMENT, PHASE 1 FORT WAYNE, IN VICTORY FIELD INDIANAPOLIS, IN Office of the Board of Public Works County-City Building, Room 1316 227 W. Jefferson Blvd. South Bend, IN 46601 September 12, 2023 PARKVIEW FIELD (MASONRY ONLY) FORT WAYNE, IN September 12, 2023 Mr. Patrick Sherman Project Manager Division of Engineering City of South Bend 227 W. Jefferson Blvd., Suite 1316 South Bend, IN 46601 RE: Request for Proposal Project Number 123-046 Construction Manager as Constructor (CMc) Four Winds Renovation and Expansion Dear Patrick, The Hagerman Group is excited to submit a proposal for Construction Manager as Constructor (CMc) Services for the upcoming Renovation and Expansion of Four Winds Field. This is an exceptional project to bring memories that will last a lifetime to those who attend a game or event at Four Winds Field. With numerous lifelong Cubs fans on staff, we will be privileged to partner with you and your team, the City of South Bend, Populus, Jones Petrie Rafinski, and the Cubs organization. The Hagerman Group has the CMc experience you seek, as is documented in the following pages. For you and your team to deliver a world-class minor league stadium renovation, it begins with our team. This project will be led by Bruce Perry, a Project Executive with an excellent history of delivering phased projects with great client satisfaction. His passion and attention to detail permeate from you and your team to the individual craftsperson on our team, ensuring that expectations are met. Chris Freiburger will support the preconstruction through the establishment of the GMP to give proper attention by providing constructability, life cycle, and bid packaging analysis. His knowledge and experience will provide our construction team of Senior Project Manager Ben Stuby and Project Superintendent Mike Vaughn with the necessary details to complete your project on time and within budget. This field team has extreme attention to detail and a keen awareness of what must be done while working in an active facility. Our organization has a corporate goal of 10%+ XBE participation in all our jobs and has achieved that for many years. Within the response, you will find how this happens and the steps we will utilize to fulfill the State of Indiana goal for you. Additionally, there will be many reasons you will discover that Hagerman is the best choice as a Construction Manager as Constructor for this project. We appreciate the opportunity to submit this response and look forward to working with you and your team on this project. If you have any questions or comments, please contact me at 260.437.8818 or tnix@hagermangc.com. Best Regards, Tyler Nix Director of Business Development CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 3 TABLE OF CONTENTS Firm Background/Team/Experience Project Approach MBE and WBE Participation Project Costs Non-Collusion Non-Debarment Affidavit Non-Iran Form Certificate of Insurance and Bonding 4-16 17-20 21-22 23-24 25-27 28-30 510 W. Washington Blvd. Fort Wayne, IN 46802 260.424.1470 www.thehagermangroup.com CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 4 FIRM BACKGROUND/TEAM/EXPERIENCE • Briefly summarize your firm’s mission, core lines of business, history, and structure. MISSION In 2022, Hagerman established three clear goals that are our mission. VISION: Building A Better Future PURPOSE: A Construction Solutions Provider BUSINESS PLAN: Achievement of our Financial Metrics through a Deliberate Focus on our Core Values and the Execution of our Five Corporate Strategies. CORE LINES OF BUSINESS / VERTICAL MARKETS CORPORATE | INSTITUTIONAL | INDUSTRIAL | EDUCATION | HEALTHCARE A BRIEF HISTORY OF HAGERMAN In 1908, William Hagerman and Frederick Buesching began Hagerman Construction Company, providing masonry services in Fort Wayne, Indiana. Since then, the company has evolved into a full-service construction solutions provider, the leader in quality, safety, and a willingness to pioneer new technologies and building practices. The family- owned business currently in its fourth generation of Hagerman leadership with a focus on corporate, healthcare, institutional, education, and industrial. We now have Fishers, IN, Fort Wayne, IN, and Louisville, KY offices. The Hagerman Group has earned the trust and confidence of our clients by delivering top-quality new construction and renovation projects for 115 years. Guided by our enduring commitment and passion, we meet the needs and exceed the expectations of clients. Additionally, Hagerman has provided Construction Manager as Constructor services for many years. 1900s - 1950s General Construction 1950s - 1970s General Construction and Design-Build 1970s - 2020s General Construction, Design-Build, Construction Management, 50+ years of CM experience 2014 - Present Public CMc based on Indiana State Law Acceptance BUSINESS STRUCTURE Hagerman is a privately-owned corporation. William Hagerman and Frederick Buesching began Hagerman Construction Company providing masonry services in Fort Wayne, Indiana. 1908 MILESTONE MILESTONE Hagerman Construction became incorporated. 1948 Hagerman, Inc. was created to offer greater delivery and flexibility in contract management for clients. 1992 MILESTONE MILESTONE Hagerman acquired Geupel DeMars, a company specializing in construction management. 1998 Hagerman Construction Corporation and Hagerman, Inc. form the core of The Hagerman Group. 2007 MILESTONE MILESTONE Hagerman acquired F.W. Owens Company, a long-standing construction firm in Louisville, KY. 2022 CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 5 FIRM BACKGROUND/TEAM/EXPERIENCE • Describe your firm’s number of employees and annual volume of projects. Our company organizational chart is below. Principals of the firms are identified, as well as a breakdown of our staff. Currently, we have 438 total full-time employees. The number of employees under each leader is detailed below. Our annual volume of projects is $293.2 million. CHAIRMAN OF THE BOARD Jeff Hagerman Mark Hagerman (Emeritus) CHIEF OPERATING OFFICER Bruce Molter PRESIDENT HAGERMAN, INC. Brad Smith VP OF BUSINESS DEVELOPMENT Ray Van Amburg CHIEF FINANCIAL OFFICER Melanie King CORPORATE SAFETY DIRECTOR Jeff Poynter PRESIDENT, HAGERMAN CONSTRUCTION CORP. Tim Norton HUMAN RESOURCES (3) THE HAGERMAN INSTITUTE (2) MASONRY TEAM (70 - FIELD) (11 - OFFICE) SAFETY TEAM (6) PROJECT MANAGEMENT (232 - FIELD) (79 - OFFICE) BUSINESS DEVELOPMENT TEAM (4) MARKETING TEAM (3) KEY Principal/Officer of the Firm FINANCIAL SERVICES (11) PROJECT LOGISTICS (8) CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 6 FIRM BACKGROUND/TEAM/EXPERIENCE • Please list any awards or relevant industry certifications. AWARDS 2023 Masonry Institute of Dayton — Excellence in Masonry Award, Wright Memorial Public Library 2023 Masonry Institute of Dayton — Excellence in Masonry Award, Life Connection of Ohio 2023 Indiana Subcontractors Association — Project of the Year (Over $10M) Award, Westlane Middle School 2022 Indiana Ready Mixed Concrete Association — Excellence in Concrete Construction Concrete Achievement Award, Veterans National Memorial Shrine & Museum 2022 Building Contractors Association — Excellence in Construction ($1-5M) Award, LC Nature Park 2021 Building Design+Construction Reconstruction Awards — Silver Award Winner, Bottleworks Hotel 2021 American Buildings — Building of the Year Excellence in Design Award in the Special Projects Category, Junior Achievement of Northern Indiana 2020 Building Contractors Association — Excellence in Construction (Over $6M) Award, City of Fort Wayne Riverfront Development Phase 1 2020 Building Contractors Association — Excellence in Construction (Over $2M) Award, Fort Wayne Children’s Zoo Phase 3 Renovations 2019 Monumental Award — People’s Choice Winner for Blake’s Garden at Garfield Park 2019 Building Contractors Association — Excellence in Construction (Under $2M) Award, The Northeast Indiana Regional Partnership 2019 Building Contractors Association — Excellence in Construction (Over $2M) Award, The Clyde Theatre 2019 Indiana Subcontractors Association — GC of the Year for Projects Over $100M; Excellence in Ethics 2018 National Association of Women in Construction — Company of the Year 2016 Building Contractors Association — Excellence in Construction Award, Cameron Memorial Community Hospital 2016 Coalition for Construction Safety — Building Safety Excellence, Zero Injury 2015 2016 Achievement in Concrete: Healthcare — Zevacor Molecular 2016 National Association of Women in Construction — Company of the Year 2015 Monumental Award — Ivy Tech Community College, Indianapolis Campus at North Meridian Center 2015 Masonry Institute of Dayton — Excellence in Masonry Award, Good Samaritan North Health Center 2014 The Indiana Subcontractor’s Association — GC of the Year; Project of the Year over $10M, The Harrison 2014 The Governor’s Workplace Safety Award — Innovations in Construction for a Small-Sized Company CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 7 FIRM BACKGROUND/TEAM/EXPERIENCE • Project Team • Identify the key individuals that would be working on this project and their relevant experience. Our proposed project team members for the Four Winds Renovation and Expansion project are found in the project organizational chart below, as well as on the next few pages in their individual resumes. City of South Bend Four Winds Reno. & Exp. Project Mike Vaughan Project Superintendent Bruce Perry Project Executive Chris Freiburger Director of Estimating Ben Stuby Senior Project Manager Project Team Member KEY PM/Primary Contact for CoSB No Cost to Client Jacob Becker Safety Manager Tyler Nix Client Liaison • Bachelor of Science in Architecture, and Bachelor of Science in Construction Management - Bowling Green State University; Bowling Green, OH • Master of Business Administration; Bluffton University, Bluffton, OH • Foundation Board Member, Veterans Memorial Civic Center, Lima, OH • MSD of Southwest Allen County Schools - Homestead High School, Additions and Renovations; Fort Wayne, IN • Fort Financial Credit Union - Headquarters and Branch, West Branch, East Branch; Fort Wayne, IN • Central Insurance - Renovation; Van Wert, OH • STAR Bank - Misc. Projects; Multiple Locations in IN • Marion Health - New Hospital; Gas City, IN • MacAllister Machinery - Whitmore Lake, MI; Galesburg, MI; Fort Wayne, IN Bruce will serve as Project Executive for the City of South Bend by coordinating all communications among the project team. He reviews project staff performance, resource allocation and establishes project processes and procedures, providing leadership throughout construction. Bruce emphasizes coordinating owner interests and Hagerman work activities to mitigate inefficiencies and workflows for both parties. BRUCE PERRY DIRECTOR OF PROJECT MANAGEMENT 3 YEARS WITH HAGERMAN 29 YEARS OF EXPERIENCE PROJECT EXPERIENCE EDUCATION & CERTIFICATIONS CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 8 FIRM BACKGROUND/TEAM/EXPERIENCE • Associate in Arts and Science - Lincoln Trail College; Robinson, IL • Building Contractors Association - Member; Fort Wayne, IN • Hope’s Harbor - Board of Directors Member; Fort Wayne, IN • Fort Wayne Downtown Rotary - Member • YMCA of Northeast Indiana - Youth Service Bureau Committee Member; Fort Wayne, IN • City of New Haven - Public Safety Renovation and Addition; New Haven, IN • Community Health Systems, Lutheran Hospital - Lower level through Fifth floor; LMG Main Lobby; LMG Conference Room; LMG Second Floor Lobby; MOB 1 Transplant Office; MOB 2 Lobby; Fort Wayne, IN * • Dupont Hospital - Birthing Suites; NICI/PICU Second Floor; Main Lobby; Emergency Department; Fort Wayne, IN * • Lutheran Health Network — RediMed Clinic Renovations: W. Jefferson Blvd., Maplecrest Road, Coldwater Road; Fort Wayne, IN * *Work performed with previous employer TYLER NIX CLIENT LIAISON Tyler Nix is the representative designated to act on behalf of Hagerman concerning all matters related to our relationship with the City of South Bend. Communication has always been at the heart of Tyler’s professional roles. He has over 15 years of business development and sales experience. He coordinates with project management and works to keep project stakeholders (staff, board, etc.) current on the project status. 2 YEARS WITH HAGERMAN 15 YEARS OF EXPERIENCE PROJECT EXPERIENCE EDUCATION & CERTIFICATIONS • Bachelor of Science in Building Construction Management - Purdue University; West Lafayette, IN • Mechanical Specialization within Building Construction Management • OSHA 30-hour Certified • Safety Above OSHA Training • Reasonable Suspicion of Drugs and Alcohol Training • Building Contractors Association - Member; Fort Wayne, IN • The Bradley - New Boutique Hotel; Fort Wayne, IN • Parkview Hospital Randallia - Family Birthing Center and ICU Renovation; Entrance 2 Addition and Renovation; ER Renovation; Fort Wayne, IN • Huntington Police Department - New Headquarters; Huntington, IN • Fort Wayne Airport Authority - Aero Center; Fort Wayne, IN • Fort Wayne Children’s Zoo - Giraffe Exhibit, African Journey, and Australian Adventure Renovations; Fort Wayne, IN • TWE Nonwovens - 150,000 SF Expansion; Fort Wayne, IN • Lutheran Hospital - Heath and Cath Lab Renovation; Fort Wayne, IN BEN STUBY SENIOR PROJECT MANAGER Ben serves as a Senior Project Manager for Hagerman. He is the City of South Bend’s primary point of contact for the Four Winds Renovation and Expansion project. Ben focuses on day-to-day involvement including handling submittals, schedule updates, information requests, and other project-related documentation. Working with the Owner and Architect, Ben manages the project’s progress throughout the duration and monitors schedule and project cost statuses. 10 YEARS WITH HAGERMAN 15 YEARS OF EXPERIENCE PROJECT EXPERIENCE EDUCATION & CERTIFICATIONS CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 9 • Associate Degree - Ivy Tech Community College; Fort Wayne, IN • Apprenticeship Technology - Carpenter • OSHA 10-hour Certified • OSHA 30-hour Certified • Total Station Certified • First Aid | CPR | AED | BBP Training • Stop the Bleed Training • Infection Control Risk Awareness Training • MSD of Southwest Allen County Schools - Homestead High School, Additions and Renovations; Fort Wayne, IN • Junior Achievement of Northern Indiana - Headquarters; Fort Wayne, IN • Arts United - Misc. Projects; Fort Wayne, IN • City of Fort Wayne - Riverfront Development Phases I & II; Fort Wayne, IN • Parkview Health - Parkview Randallia $55M Hospital Renovations; Fort Wayne, IN • Raytheon - Misc. Projects; Fort Wayne, IN • Fort Wayne Children’s Zoo - Miscellaneous Projects Over Nearly Twenty Years; Fort Wayne, IN • MacAllister Machinery - Renovation; Detroit, MI Chris is Hagerman’s Director of Estimating. He quantifies the materials, labor, and equipment needed to complete projects. He works with owners, developers, architects, and subcontractors in all aspects of construction including conceptual design, schematic design, design development, and construction document estimating. Chris spent over a decade in the field before moving into an estimating role, allowing him to envision and estimate all aspects of a project. CHRIS FREIBURGER DIRECTOR OF ESTIMATING 20 YEARS WITH HAGERMAN 20 YEARS OF EXPERIENCE PROJECT EXPERIENCE EDUCATION & CERTIFICATIONS FIRM BACKGROUND/TEAM/EXPERIENCE • Culver Academies - Eagles Stadium; Lauriden Barrack; Schrage Leadership Center; Main Barrack; Roberts Barrack; Culver, IN • Spangler Candy Store - Masonry Project; Bryan, OH • Parkview Health - Randallia Hospital, multiple projects over a decade; Fort Wayne, IN • Fishers Police Station - New Police Station and Parking Garage; Fishers, IN • IKEA - Concrete Foundations; Fishers, IN • Wabash College - Hays Hall Science Facility; Allen Athletic and Recreation Center; Crawfordsville, IN • Ivy Tech Community College - Lafayette Campus; Lafayette, IN • The Flats at Switch - Parking Garage; Fishers, IN Mike is an innovative Project Superintendent adept at finding engaging ways to motivate construction teams to exceed expectations and maintain high standards. He prides himself on his ability to collaborate with architects, owners, and construction staff to complete multi-million dollar projects on time and on budget. Mike maintains a safe project site and manages quality control by challenging design and oversight in executing the work in the field. MIKE VAUGHAN PROJECT SUPERINTENDENT • Bachelor of Science in Construction Technology - Purdue University; West Lafayette, IN • OSHA 30-hour Certified • Rough Terrain/Industrial Forklift Certification • First Aid | CPR | AED | BBP Training • Crane Management Training • OSHA Inspection Procedures Training • Rebuilding Together Volunteer - 2021-Present 12 YEARS WITH HAGERMAN 24 YEARS OF EXPERIENCE PROJECT EXPERIENCE EDUCATION & CERTIFICATIONS CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 10 • MSD of Southwest Allen County Schools - Homestead High School, Additions and Renovations; Fort Wayne, IN • Wabash City Schools - Facility Improvements; Wabash, IN • Culver Academies - Multiple Projects; Culver, IN • The Bradley Hotel - Fort Wayne, IN • Parkview Health - Randallia Hospital Renovations; Fort Wayne, IN • Raytheon - West Expansion; Fort Wayne, IN • Huntington Police Department - Huntington, IN • UPholdings at River’s Edge - Fort Wayne, IN • Valparaiso University - Phi Kappa Psi Fraternity; Valparaiso, IN Jacob Becker, CSP, CHST, is the Area Safety Manager at Hagerman. He is a Certified Safety Professional and a Certified Health Safety Technician. With 15 years of safety management experience, Jacob works to create and maintain a safe work environment for all construction personnel, visitors, and the public. He conducts site safety/ compliance audits on a regular basis and conducts training for supervisory and craft personnel. In the field, Jacob serves as a resource to field operations personnel. JACOB BECKER SAFETY MANAGER • Bachelor of Science in Occupational Safety and Health - Murray State University; Murray, KY • Certified Safety Professional (CSP) • Construction Health and Safety Technician (CHST) • OSHA 500 Authorized Outreach Trainer • Received the Liberty Mutual Gold Safety Award for having a project with more than 250,000 man hours and a loss time injury rate of 0.0 4 YEARS WITH HAGERMAN 15 YEARS OF EXPERIENCE PROJECT EXPERIENCE EDUCATION & CERTIFICATIONS FIRM BACKGROUND/TEAM/EXPERIENCE CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 11 FIRM BACKGROUND/TEAM/EXPERIENCE • Firm Experience • Provide a minimum of three similar projects completed within the last five (5) years that demonstrate CMc experience with relevant public works projects in the State of Indiana. Describe the details about the projects including total cost, challenges, and successes. Phase I of Fort Wayne’s Riverfront Development comprised 2.5 miles of river and 310 acres of land. The $20 million project included recreational and ecological improvements that draw the community to the river. Among the many Phase I components were the Park Foundation Pavilion with food and beverage service, the Sweetwater Bandshell for performances, boat docks and kayak launches, permanent game areas, a kids’ canal, and the Treetop Canopy Trail. Promenade Park offers activities for all age groups and personal fitness levels. Trails and recreation areas provide access to nature within the heart of downtown Fort Wayne. Work on the riparian habitat within the space provided a balance of improvements in the river system, new types of ecological systems in key locations, and open view sheds and access throughout the area. Hagerman’s success with this project led the City of Fort Wayne to select us for Phase IIB of Riverfront Development, breaking ground in September 2023. ARCHITECT Design Collaborative Ron Dick | 260.422.4241 rdick@designcollaborative.com COMPLETION August 2019 | 23 months PROJECT TEAM Project Executive — Brad Smith Project Manager — Ryan Clingenpeel Project Estimator — Chris Freiburger Project Coordinator — Kelly Geller Project Accountant — Melissa Smith FORT WAYNE RIVERFRONT DEVELOPMENT PHASE I SIZE 7.4 ACRES COST $20M DELIVERY CMa 2020 BCA Excellence in Construction Award Winner 2021 Urban Land Institute Award for Excellence Winner OWNER CONTACT Fort Wayne Parks & Recreation Steve McDaniel, Director 260.427.6407 steve.mcdaniel@cityoffortwayne.org CHALLENGES - No one locally had ever worked on the river with a project of this type. There was a learning curve with numerous agencies to coordinate with. SUCCESSES - We finished within the stated budget and provided the City with a one-of-a-kind park experience. CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 12 FIRM BACKGROUND/TEAM/EXPERIENCE This five-phase, $183M project will take five years to complete. Hagerman, Inc. is responsible for site improvements, envelope, buildout, and renovations of existing spaces, while Performance Services, Inc. (PSI) is responsible for MEP. The project will transform the high school to accommodate 3,000 students. Phases are: Phase 1 - site and utility work, new varsity baseball and softball fields and outbuildings, and new parking areas for staff, visitors, and events; Phase 2 - new main entrance, new 1,010 capacity auditorium, new performing arts space for theater and dance, new west student entrance with parking and bus parking, new sports field, locker room and athletic office building, new 3,500 capacity competition gymnasium, two new auxiliary gyms, and a new weight room; Phase 3 - 180,000 SF addition for STEM classrooms and collaboration space; Phase 4 - renovation of approximately 120,000 SF of existing school space; and Phase 5 - final site improvements. ARCHITECTS CSO Architects & Engineers Jim Funk | 317.848.7800 jfunk@csoinc.net MKM architecture + design Dodd Kattman | 260.422.0783 dkattman@mkmdesign.com COMPLETION 2020-2024 | 5 Years PROJECT TEAM Director of Preconstruction — Jay Wilhelm Project Executive — Bruce Perry Project Manager — Ryan Clingenpeel Project Superintendent — Craig Hinds HOMESTEAD HIGH SCHOOL EXPANSION & RENOVATION SIZE 357,563 SF NEW CONSTRUCTION 119,742 SF RENOVATION COST $183M DELIVERY CMc HAGERMAN, INC. DESIGN-BUILD PSI OWNER CONTACT MSD of Southwest Allen County Schools 4824 Homestead Road Fort Wayne, IN 46814 Dr. Park Ginder, Superintendent pginder@sacs.k12.in.us 260.431.2000 CHALLENGES - The size of this project, duration, and work being performed in an active school environment have all been challenges. SUCCESSES - We are tracking on budget currently, even through the pandemic. CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 13 FIRM BACKGROUND/TEAM/EXPERIENCE The project goal was to create a new multipurpose facility capable of keeping up with the increasing Noblesville population demands while also keeping the facility within arm’s reach of the existing high school and middle school for ease of access and transport. Beaver Stadium and the Community Center were built to serve Noblesville Schools and the community – students, faculty, and alumni alike – for at least the next 50 years. The flexibility of the facilities allows usage for football, band, track and field, rugby, lacrosse, and physical education classes, along with community events. ARCHITECT CSO Architects & Engineers Brad Krohn | 317.848.7800 bkrohn@csoinc.net COMPLETION March 2022 | 19 months PROJECT TEAM Project Executive — Mike Holtkamp Project Manager — Joel Fleming Project Superintendent — John Sondgerath NOBLESVILLE HIGH SCHOOL MULTI-USE STADIUM SIZE 21,667 SF COST $14,653,026M DELIVERY CMc OWNER CONTACT Noblesville Schools 18025 River Road Noblesville, IN 46062 Roy Wallace, Director of Buildings and Grounds roy_wallace@nobl.k12.in.us 317.773.3171 CHALLENGES - The pandemic created unique challenges for both material and manpower availability. SUCCESSES - The project was bid very competitively and came in under budget with a health contingency fund. Ultimately, we returned a deductive change order, benefitting the school. CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 14 FIRM BACKGROUND/TEAM/EXPERIENCE • Firm Experience • Provide a minimum of three project references from organizations that completed similar project using your firm’s CMc services. • Firm Experience • Describe your firm’s capabilities in using Building Information Modeling (BIM) to ensure quality construction coordination. Hagerman utilizes Building Information Modeling (BIM) technology to enhance the communication and documentation of our projects. The Revit platform will be the basis for our BIM work. We are proficient in the Autodesk Building Information Modeling (BIM) software platform, including Revit®. Our BIM project goals and objectives are as follows: • Improvement in lean schedule reliability of coordinated systems • Improvement in quality of design documents and installation of work • Higher quality installation through prefabrication and installation as-modeled • Higher efficiency of building maintenance through access/clearance/egress zone modeling • Reduction in errors through fully coordinated trade systems with all trade contractors • More complete understanding of the project details by our project teams • Streamline system routing to reduce cost/improve efficiency • Improve communication with project stakeholders • 4D schedule visualization of baseline schedule • Aid in quantity takeoff verification, estimate, trend and cost feedback • Leverage the use of virtual mock-ups to review the constructability, sequence and quality assurance of the scheduled physical mock-ups • Improve ability to record, locate, and service key assets BIM 360 • Access 3D Model files shared by Design Team • Quickly updated 3D Models accessed as issued Microsoft SharePoint Platform • Master BIM Coordination Folder • All Trade Models are Uploaded and Updated Autodesk Software • Revit/Navisworks • Merge 3D Models Together • Perform Clash Detection BIM Track • Assigns Clashes to Specific Subcontractors • Tracks Clashes in Order to Fix Clashes for Coordination Microsoft Teams • Virtual BIM Coordination Meetings • Analyze Merged Model • Assign Clashes to Trades • Sign-Off on Milestones NOBLESVILLE SCHOOLS Roy Wallace, Director of Buildings and Grounds roy_wallace@nobl.k12.in.us 317.773.3171 SOUTHWEST ALLEN COUNTY SCHOOLS Dr. Park Ginder, Superintendent pginder@sacs.k12.in.us 260.431.2000 CITY OF FORT WAYNE Steve McDaniel, Director steve.mcdaniel@cityoffortwayne.org 260.427.6407 CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 15 FIRM BACKGROUND/TEAM/EXPERIENCE • Safety • Provide a summary of the firm’s safety record and your approach to safety. YEAR MODIFICATION 04.01.23 to 04.01.24 .80 04.01.22 to 04.01.23 .79 04.01.2021 to 04.01.22 .84 Hagerman’s project teams and specialized safety staff are experts at managing projects in tight yet highly visible spaces. Your project will create a lot of interest in the community. That interest will naturally draw onlookers to the site. Therefore, safety for faculty and staff, fans, stakeholders, and those interested in tracking the project’s progress will be of the utmost importance to all involved. Safety starts with thoughtful planning and an early agreement during preconstruction on a logistics plan between the City of South Bend, the South Bend Cubs, and Hagerman regarding items such as laydown areas (where materials are staged), placement of job trailers, construction worker parking, heavy equipment staging, project phasing, etc. From there, the placement of fencing, and installation of signs clearly articulating activity such as traffic patterns, etc., takes place. These are all individual action items within the overall project safety plan that will be produced and communicated early in the process. Continuous communication will be essential. This is especially important if project activities that could be somewhat disruptive to the facility and staff. Vigilance is also critical to maintaining a healthy and safe environment during the life of the overall project. Hagerman will maintain a worksite that is as clean and orderly as possible. We will constantly monitor those barriers put in place to keep everyone safe, and we will communicate our intended activities on an ongoing basis with all designated Owner’s representatives to ensure understanding and appropriate actions from all involved. Many initiatives reinforce our commitment to safety: • Clear operating procedures and guidelines • Continuous training and coaching • Accountability at all levels • Rigorous audit processes with action plans and coaching sessions designed to foster continuous improvement • Corporate leadership included in the performance of safety audits • Sharing best practices among all our operations We ensure that each employee, subcontractor, and owner receive access to our Safety Manual via Hagerman’s password-protected website link. This document is updated as needed and on an annual basis. Our current table of contents is on the following page to highlight the sections that make up our Safety Manual. BUILDING A BETTER FUTURE THEHAGERMANGROUP.COM February 18, 2020 FISHERS 10315 Allisonville Rd. Fishers, IN 46038 317/577.6836 FORT WAYNE 510 West Washington Blvd. Fort Wayne, IN 46802 260/424.1470 LOUISVILLE 1109 South Preston Street Louisville, KY 40203 502/890.4064 THE HAGERMAN GROUP SAFETY MANUAL CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 16 Hagerman Safety Manual BUILDING A BETTER FUTURE Table of Contents: 1. Abrasive Blasting .................................................. 3-9 2. Accountability and Disciplinary ......................... 10-14 3. Aerial Lifts ........................................................ 15-22 4. Air Compressors and Compressed Air ............... 23-27 5. Arc Flash Policy ................................................ 28-34 6. Asbestos Awareness.......................................... 35-45 7. Asphalt Paving .................................................. 46-51 8. Barricades ........................................................ 52-55 9. Blood-Borne Pathogens & Biological Hazards .... 56-62 10. Compressed Gas Cylinders ............................... 63-71 11. Concrete and Masonry Work ............................ 72-83 12. Confined Space ................................................ 84-96 13. Crane Program ............................................... 97-121 14. Defective Equipment, Tools and Devices ....... 122-125 15. Demolition ................................................... 126-136 16. Drilled Piers, Caisson Piles, Tiebacks ............. 137-142 17. Drug Free ..................................................... 143-173 18. Electrical Safety ............................................. 174-183 19. Emergency Response ................................... 184-188 20. Excavation and Trenching.............................. 189-207 21. Fall Protection .............................................. 208-216 22. Fire Protection and Prevention ..................... 217-226 23. First Aid / CPR / AED ..................................... 227-230 24. Fleet ............................................................. 231-236 25. Forklifts ........................................................ 237-245 26. Hagerman Policies That Exceed OSHA .......... 246-248 27. Hazard Communication ................................ 249-256 28. Hazard Prevention - Control ......................... 257-263 29. Hearing Conservation .................................... 264-268 30. Heat Cold Stress ............................................ 269-275 31. Hoisting and Rigging ..................................... 276-290 32. Housekeeping .............................................. 291-296 33. Impalement Protection ................................ 297-298 34. Incident Reporting .................................... 299-313 35. Infection Control ....................................... 314-377 36. Ladders ..................................................... 378-385 37. Lead Awareness......................................... 386-398 38. Lock Out Tag Out ...................................... 399-416 39. Management Commitment – Employee Involvement ............................................. 417-423 40. Manual Lifting ........................................... 424-429 41. Mobile Equipment ..................................... 430-437 42. OSHA Inspections ..................................... 438-447 43. Personal Protective Equipment (PPE) ......... 448-462 44. Personnel and Material Hoists .................. 463-468 45. Pre-Task Plan ............................................ 469-473 46. Program Evaluation and Improvement ..... 474-475 47. Project Start-up ........................................ 476-480 48. Record Retention Policy ............................ 481-483 49. Respiratory Protection .............................. 484-493 50. Roofing ..................................................... 494-502 51. Safety Alert Communication System ......... 503-505 52. Safety and Health Training ........................ 506-512 53. Safety Committee ..................................... 513-515 54. Safety Inspections ..................................... 516-521 55. Safety Meetings ........................................ 522-526 56. Safety Orientation .................................... 527-539 57. Scaffolds ................................................... 540-561 58. Silica .......................................................... 562-580 59. Steel Erection ........................................... 581-595 60. Subcontractor Preinstall ........................... 596-608 61. Tools ......................................................... 610-620 62. Traffic Safety Program .............................. 621-624 63. Water Intrusion ........................................ 625-630 64. Welding .................................................... 631-647 65. Worksite Analysis ..................................... 648-650 66. Forms ........................................................ 651-725 FIRM BACKGROUND/TEAM/EXPERIENCE CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 17 PROJECT APPROACH • The City is interested in using this project to support local labor. Please explain how you will tailor your approach for self-performing work or pre-qualifying first tier subcontrators. The Hagerman Group delivers even greater value through our ability to self-perform critical trades, which can include select demolition, concrete, masonry, and carpentry scopes of work. This provides the City of South Bend with the added value of greater schedule and quality control. Hagerman will provide proposals to an individual selected by the City of South Bend at or before the bid deadline to maintain process integrity. When it comes to competitive bidding for the scopes of work we traditionally self-perform, the solution is trust. If Hagerman invited bidders to the table in concrete and masonry and never subcontracted with them, then there would be an obstacle to overcome. Fortunately for the City of South Bend, that is not the case. As part of our non-public CMc work, we often subcontract with these “competitors” so they know we are serious about bringing the “right” vendors to the table. We are currently using Demuyt Masonry at CTB, Inc. in Milford, IN, on a $20M project. Demuyt will be a masonry subcontractor who seriously looks at Hagerman’s work because of the trust and history we have fostered. It is Hagerman’s standard practice to consider all available and qualified subcontractors for our work on public and private projects. Hagerman has a robust corporate pre-qualification program that specifically looks at the health of subcontractors and vendors in two distinct areas: Financial Strength and Safety. Other ancillary criteria that we review are bonding and legal issues. To be prequalified with Hagerman, these vendors must score equal to or higher in these predetermined KPIs related to finance and safety. This is a reoccurring 12-month approval process. In addition to our corporate process, there is a provision in the IC 5-32 statute that allows for further pre-qualification administered by the CMc on behalf of the Owner. We typically see criteria approved such as: • Work experience, including at least three similar projects in the recent past • Financial information/business organization • Excellent safety record • References • Capacity to perform work • Past work with the City of South Bend • Additional requirements (i.e., roofing or glass and glazing) Hagerman will conduct the prequalification process in collaboration with the City of South Bend. The Owner will participate in the process and have the final approval of all subcontractors. We are looking for subcontractors who share our belief in the importance of top quality work, client satisfaction, and job site safety. They become our partners to complete successful projects. Once a subcontractor has completed the necessary forms to prequalify, a select group of risk management associates will review their information. We treat their information with the same respect, care, and security as our own. Once prequalified, the subcontractor will be added to our list of approved potential bidders. • Provide a summary of how the CMc would approach the requested City/Owner Project Specific Goals and identify the firm commitments that could be made by the CMc in this regard. E-VERIFY AFFIDAVITS - Hagerman is an active participant of the E-Verify Program. FAIR BIDDING PROCESS - Hagerman delivers even greater value through our ability to self-perform critical trades, including select demolition, concrete, masonry, and carpentry scopes of work. This provides The City of South Bend with the added value of a greater schedule and quality control. Hagerman will provide proposals to an individual selected by The City of South Bend at or before the bid deadline to maintain process integrity. Under Indiana State Law, we are limited to at most 20% of the cost of the work to be self-performed. Regarding competitive bidding for the scopes of work we traditionally self-perform, the solution is trust. If Hagerman invited bidders to the table in concrete and masonry and never subcontracted with them, there would be an obstacle to overcome. Fortunately for The City of South Bend, that is not the case. As part of our non-public CMc work, we often subcontract with these “competitors” so they know we are serious about bringing the right vendors to the table. We currently use Demuyt Masonry at CTB, Inc. in Milford, IN, on a $20M project. Demuyt will be a masonry CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 18 subcontractor that seriously looks at Hagerman’s work because of the trust and history we have fostered. That also carries forward in our public CMc work. For instance, FCI (formally Fetters) performs concrete and masonry for and in conjunction with our CMc efforts at Homestead High School in Fort Wayne, IN. The goal is to come in just under budget on bid day to ensure the Owner gets their desired scope. With a successful bid day, we can submit the AIA A133 Exhibit A to the Owner for approval and start construction on your project. It is Hagerman’s standard practice to consider all available and qualified subcontractors for our self-perform work on public and private projects. SUSTAINABILITY - Hagerman realizes the impact we can have on the conservation of our natural resources and the significant impact we can have on the sustainability of mankind. We also realize the people who live and work in the environments we create are keenly aware of the importance that society has placed on sustainability. In response to this, we have taken steps to not only embrace sustainable design and LEED® certifications and accreditations, but also to alter design and construction practices and approach to make it a seamless part of our daily design process. Whether LEED status is obtained, Hagerman will utilize sustainable measures throughout construction. Hagerman has celebrated a number of green building firsts, including: • First contractor in the State of Indiana to be a member of the United States Green Building Council • First contractor in the State of Indiana to have LEED Accredited Professionals • Builder of the first LEED NC project in the State – Isaac Ray Treatment Center • The first contractor designated a green business by the Indianapolis Chamber of Commerce • Builder of the first LEED Certified governmental healthcare facility in the nation • The first contractor certified by the Fort Wayne Green Business Certification Program • Builder of the first LEED Registered medical building in northeast Indiana GUARANTEED MAXIMUM PRICE - Our standard practice and the intent of the IC 5-32 is to establish the GMP after the bid of construction documents. This is based on the premise that a public bid process achieves the selection of first-tier subcontractors, and the subcontractor market may not support the maintenance of an earlier GMP. We propose that the actual Cost of the Work is calculated by the sum of the following cost categories, which is in alignment with the AIA A-133 Standard Contract: • Aggregate subcontractor value (bid competitively through multiple bidders per discipline) • CM supervisory staff at fixed hourly rates • CM reimbursables • Percentage mark up for the fee If the above sum exceeds the GMP, Hagerman accepts the overrun to be our cost liability. For any savings of costs under the GMP, the Owner will receive an agreed upon percentage of those savings. PROJECT SCHEDULE - Hagerman fully understands the Owner’s request to phase the work in the best interest of the project. We have ample experience in doing such phased projects. Please refer to our highlighted projects which include multi-phased work on occupied campuses. The heavy disruptive scope and invasive activities can be scheduled during the off-season months, specifically September 1 though April 1. The second deck renovations, upgrades, and additions would be the primary focus of the two off-season time periods. Hagerman will specifically focus on these heavy off-season areas early as design develops so that any necessary infrastructure upgrades can be coordinated early to assist in expediting work during those periods. During the in-season, we suggest phasing in the ground-level phases in the remote areas. Those can safely be isolated to achieve safe yet productive project work progression. It is attractive to spectators to see the investments and upgrades occurring at times. This gives the ability to increase excitement and encourage spectators to return to experience the new areas as they become available. Hagerman will work along side the design team as the scope develops and coordinate with the appropriate owners team to ensure the final schedule is coordinated with the operational needs of the facility. We fully understand our goal to keep operations 100% functional and safe for all. PROJECT APPROACH CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 19 • Identify the process for negotiating a final CMc contract with the City if selected, and the estimated time it will take to develop and approve said contract. Immediately upon selection or as requested, Hagerman can submit our contract agreement for review and finalization. We typically see this process taking 30-45 days, but can work at whatever pace is needed to satisfy the project requirements. We commonly proceed with preconstruction services during this period of contract finalization to assist the project in meeting schedule milestones. • Describe how your firm handles communication during the project and what your services will included regarding community and media engagement, risk management, and technology. We see communication happen in multiple forms. First and foremost, we see ourselves as an extension of the City of South Bend. We will represent you at the project, our home office, and in the community exactly as you would expect — respectfully and confidently. We become family for the next few years, and communication is key to any successful relationship. We pride ourselves on over-communicating. It starts with the forming of an Executive Team that sets the tone for communication, expectations, and accountability. Director of Business Development Tyler Nix will represent Hagerman for this team. It is structured to have monthly meetings to provide a higher-level overview of the project’s health and status. Senior Project Manager Ben Stuby is also involved in providing more detailed updates of current events. Ben’s number one responsibility is to make sure all project participants are aware of “the plan” and update accordingly as components of the plan may shift due to project demands or constraints. Ben will utilize one-on-one communication with key participants, face-to-face meetings, Zoom meetings, phone calls, etc. In addition to our one-on-one commitment to communication, Ben’s teams have several technology tools to aid communication. Clear, concise, easily accessible information is key to any successful project. Hagerman will utilize the web-based Procore project management platform (available to all project stakeholders), providing 24/7/365 access to up-to-date project information for all interested and appropriate parties. This construction communication approach has been successful for us and our clients. This allows each project’s design team and construction team members to communicate regularly, in real-time, with all information accessible to the client. In addition to Procore, Hagerman utilizes Asta Powerproject scheduling software to develop and manage the project schedule which results in a detailed Critical Path Method (CPM) schedule tied to a master schedule integrating the project priorities of the City of South Bend and the South Bend Cubs. We also utilize Building Information Modeling (BIM) technology to enhance the communication and documentation of the project, as detailed previously. The Revit platform will be the basis for our BIM work. Hagerman uses Sage Estimating software, among other technologies, during preconstruction. The City of South Bend representatives will be engaged from the outset, providing critical project input and timely decision making for the preconstruction process to accomplish the goals described in this section. The City of South Bend representatives will see variance reports to compare past and present budgets based on the design progression. PROJECT APPROACH SEPT. 1, 2024 — APRIL 2025 • New Seating Product/F&B • Improved Pepsi Club • Private Party Deck • New Suites MAY 2025 — AUGUST 2025 • Relocated Kids Area • Relocated Splash Zone • Club Space/Kids Area SEPT. 1, 2025 — APRIL 2026 • Party Deck • Bridge Plaza • Beer Terrace/Restrooms PROPOSED OVERVIEW CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 20 During the construction phase, Hagerman will conduct project progress meetings on a biweekly basis. During certain key periods, the meetings will be held on a weekly basis. Typical agenda items for progress meetings will include: • Safety Items • Submittal / Approval Status • Critical Delivery Items Update • Current Construction Issues • Schedule Review • Requests for Information (RFIs) Status • Budget Update • Quality Assurance / Quality Control • Changes in the Scope of Work • Action Items (with delegation and deadlines established) Additionally, our team will be available for any Board updates and community meetings to support the City of South Bend at any level. PROJECT APPROACH CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 21 MBE AND WBE PARTICIPATION • This project will be required to conform to the State of Indiana goals for XBE participation. Describe your history of contracting with or hiring minority, women, and veteran business enterprises and describe any good faith efforts used to fulfill the state’s goals for contracting with or hiring minority, women, and veteran business enterprises. The mission of Hagerman, Inc. includes five Core Strategies as part of our Corporate Citizenship. One of these is Diversity. The Hagerman Group has led local efforts to reach out to, engage with, and facilitate the growth of diverse businesses. Through the Indiana Construction Roundtable (ICR) and its Diversity Initiative, we have actively participated at the board level and through the ICR’s Mentor/Protégé Committee. Hagerman also has a Mentor/Protégé relationship through the Small Business Administration (SBA) with Nora Contracting, LLC, a minority-owned general contractor. Nora Contracting is also an SBA 8(a) firm and service-disabled, veteran-owned small business (SDVOSB). Further, Hagerman has a long history of minority-, veteran-, and woman-owned business participation in its projects. Clients such as Indiana school corporations, manufacturers, municipalities, airport authorities, and many more have benefited from our commitment to the minority-, veteran-, and woman-owned business community. Hagerman has implemented a diversity program that starts during the preconstruction phase of a project. As referenced above, Hagerman has five corporate strategies: Talent, Client Focus, Knowledge, Corporate Citizenship, and Safety. Each has a goal associated with it, with an XBE participation goal under Corporate Citizenship. Our corporate goal is at least 10% XBE participation in all our projects. Further, we created a Six-Step Diversity Plan. 1. Active Outreach Schedule events with leading organizations to create partnership opportunities. 2. Meaningful Participation Right-size bid packages to allow XBE firms to participate fully. 3. Close Coordination with Project Partners Solicit input and co-create guidelines for all aspects of contracting. 4. Mentoring/Technical Assistance Create meaningful mentoring positions with specific educational curricula. 5. Financial Support Use subcontractor default insurance, education, and expedited payments to help maturing companies manage cash flow. 6. Progress Reporting Measure the success of the diversity program in terms of dollars and percentages compared to established goals. Following the plan detailed previously and working toward our corporate goal for XBE participation has seen success. On the next page are examples from recent projects. We look forward to discussing these examples in greater detail at our interview. CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 22 • Describe ways in which your firm will leverage minority, women, and veteran individuals and businesses as part of the CMc process. Is your firm a registered minority or woman owned business enterprise? Hagerman recently partnered with several other businesses to hold an MBE/WBE informational session in Louisville. The event was project specific and aimed at connecting with local XBEs and sharing information to help them get pre-qualified to bid on project work. We hope to host a similar event at our Fort Wayne office this quarter to leverage minority-, women-, and veteran-owned business enterprises in our area by building relationships with them and detail- ing our upcoming projects that they might want to be part of. Hagerman is not a registered minority or woman owned business enterprise. MBE AND WBE PARTICIPATION Ivy Tech Kokomo Campus Addition & Renovation Contract Amount: $36,971,696 MBE: 16.4% VBE: 6% WBE: 14.5% Total XBE: 36.9% Bottleworks Development Building 1 Hotel Contract Amount: $52,075,432 MBE: 17% VBE: 0% WBE: 1% Total XBE: 18% Eskenazi Mental Health Recovery Expansion Contract Amount: $3,061,704 MBE: 15% VBE: 11% WBE: 9% Total XBE: 35% IU Health/Ball Memorial Hospital, East Tower Contract Amount: $7,789,424 MBE: 37% VBE: 0% WBE: 12% Total XBE: 49% MSD Washington Township, Eastwood Middle School Contract Amount: $26,896,149 MBE: 28% VBE: 3% WBE: 13% Total XBE: 44% Hoosier Park, Drivers Lounge Contract Amount: $968,608 MBE: 19% VBE: 0% WBE: 11.1% Total XBE: 30.1% CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 23 PROJECT COSTS • Provide a summary of compensation expectations for CMc services. Summarize total estimated costs based on a full project budget maximum of $40-45 million that is inclusive of all construction and CMc services. List the costs in the following categories and generally list what would be included in each category: 1. Costs for Pre-construction Services based on engagement following schematic design. Pre-construction services could last approximately 10 months starting in October of 2023. Hagerman proposes a fixed fee of $55,000, with work beginning with schematic design and continuing through bidding and the buy-out phase. 2. Expected CMc fee listed as a percentage of the cost of construction. Hagerman proposes a fee of 3.5%. 3. Costs the owner is responsible for. 4. Details of costs associated with general conditions. See the matrix below for our response to numbers 3 and 4. Description Qty Unit Unit Cost General Requirements General Conditions Site Facilities Field office/trailer X mo W/ Staff & GC's Furniture 1 LS W/ Staff & GC's Office Equipment 1 LS W/ Staff & GC's Office Mobilization 1 LS W/ Staff & GC's Field office temp power & utilities X mo W/ Staff & GC's Communication (land and cell)X mo W/ Staff & GC's Company Vehicles X mo W/ Staff & GC's Administration Travel expenses 1 LS W/ Staff & GC's Photography / Drone Videos 1 LS W/ Staff & GC's Office supp & paper 1 LS W/ Staff & GC's Technology hardware and software 1 LS W/ Staff & GC's Printing and Reproduction 1 LS W/ Staff & GC's O&M and As-Builts 1 LS W/ Staff & GC's Building Permit (s)1 LS ** Site Specific / Logistics Temp electrical setup 1 LS ** Temp utilities usage / consumption X mo ** Temp Lay down / Staging 1 LS ** Site Cleanup 1 LS ** Project signage 1 LS ** Time Lapse Cameras 1 LS ** Life Boat / Emergency Rescue 1 LS ** Equipment / Material Handling 1 LS ** Temporary water 1 LS ** Temporary enclosure 1 LS ** Temporary heating and cooling 1 LS ** Construction Testing 1 LS ** Portable toilets 1 LS ** Safety / OSHA expenses 1 LS ** Site protection / fence 1 LS ** Temporary scaffold 1 LS ** Temporary protection 1 LS ** Lane Closures / barriers 1 LS ** Storage trailer 1 LS ** Dumpsters and fees 1 LS **TOTAL GENERAL REQUIREMENTS Hagerman, Inc. General Conditions / Requirements Itemization Construction Administration - Four Winds Field Renovation and Expansion CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 24 • Identify how your firm handles cost overruns, delays, and incentives in a typical contract and your firm’s approach to project contingencies. Cost overruns and delays are two elements of the construction process that must be dealt with swiftly and strategically. We tend to focus on the strategic element of this first so that we can minimize the potential issue of any overrun. It starts with clear communication with our subcontractors and clearly identified bid packages that set the expectation for the scope of work in an attractive and clear way. Most cost overruns occur due to unidentified scope more so than price increases, etc. Through our preconstruction process, we ensure potential bidders’ understanding of the scope of work through detailed work sessions and written out bid packages that allow the subcontractors to not only see their scope of work but the balance of the teams, as well. While scopes of work are being identified, our estimating effort will also include a Design and Estimating Contingency that allows for some projected costs to be covered while not being specifically identified as we progress through the design stages. It is here where, in the event a cost overrun does occur, it gets reviewed, mitigated, or accepted into the cost of the work. At the time of bidding once all numbers are in and vetted, the Design and Estimating Contingency either moves to zero or is transferred to a construction contingency by the CMc, or is used in another manner pursuant to the Owner’s direction. Similar to cost overruns, delays are handled in a more proactive than reactive manner. Our approach is to start the project with a clear schedule that identifies preconstruction elements such as drawing development, permitting, early release of equipment, etc., as well as construction activities driven by procurement of material and equipment. We spend more time in procurement of lead items in today’s (post-pandemic) market than we have in previous years. Our teams are often communicating with second and third tier vendors to assure delivery times are met. If something unforeseen causes a potential delay, it is our team’s commitment to over communicate early and often to minimize the impact and, in most cases, reduce the impact due to relationship, alternate material/equipment selection, or revised logic to the overall schedule. As a backstop, our subcontracts have been written in such a way that requires our subcontractors to provide the required manpower and overtime needed to meet the posted project schedule. We have a formal multi-step process in our contracts that allows for this required notification and recovery process. Our contingency structure is the same on all Hagerman CMc projects. As mentioned above, we have a Design and Estimating Contingency that is established early in the scope development stage and is clearly labeled and identified throughout the preconstruction process. Also identified at a similar time is a Construction Contingency that is used by the CMc for construction related items including overtime, scope gaps between packages, or subcontractor failure. It is here where incentives can be introduced by some variation of a shared savings on this value. We have structured everything from 100% savings going back the client to a 60%/40% shared savings agreement. Everything is open and we are encouraged to make absolutely sure we find a structure that is clear and fair for all parties involved. PROJECT COSTS CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 25 NON-COLLUSION NON-DEBARMENT AFFIDAVIT NON-IRAN FORM CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 26 NON-COLLUSION NON-DEBARMENT AFFIDAVIT NON-IRAN FORM CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 27 NON-COLLUSION NON-DEBARMENT AFFIDAVIT NON-IRAN FORM CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 28 CERTIFICATE OF INSURANCE AND BONDING September 12, 2023 City of Fort Wayne Board of Public Works 227 W. Jefferson Boulevard Fort Wayne, Indiana Re: Hagerman, Inc., Construction Manager as Constructor (CMc) Services Project: Four Winds Field Renovation and Expansion, Project No. 123-046 To Whom It May Concern: Liberty Mutual Insurance Company through MJ Insurance, Inc. is the surety company for Hagerman, Inc. and has been since 2005. They are A, XV rated by A.M. Best, with an underwriting limit of $ 1,762,981,000. We are confident that you will be satisfied with Hagerman, Inc. in every phase of execution of their work. Our surety commitments include large projects, including a single project limit of $400,000,000 and an aggregate work program of $800,000,000. This is to advise you that in the event the bid of Hagerman, Inc. for this work is accepted, the contract is awarded, and Hagerman, Inc. so requests us, we will issue in your favor, 100% Performance and/or Payment bonds. While our surety commitment is contingent upon the financial wherewithal of Hagerman, Inc., at the time of the bond request, and contract terms that are acceptable to Hagerman and Liberty Mutual, we recommend this highly qualified contractor. We assume no liability to third parties or to you if for any reason we do not execute said bonds. Should you have any questions, or if we may be of any further assistance, please feel free to call our office. Sincerely, Liberty Mutual Insurance Company Brenda Johnston Attorney-in-Fact cc:Mike Ulrich, Liberty Mutual Insurance Company CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 29 CERTIFICATE OF INSURANCE AND BONDING This Power of Attorney limits the acts of those named herein, and they have no authority to bind the Company except in the manner and to the extent herein stated. LMS-12873 LMIC OCIC WAIC Multi Co 02/21Not valid for mortgage, note, loan, letter of credit,currency rate, interest rate or residual value guarantees.For bond and/or Power of Attorney (POA) verification inquiries, please call 610-832-8240 or email HOSUR@libertymutual.com.Liberty Mutual Insurance Company The Ohio Casualty Insurance Company West American Insurance Company POWER OF ATTORNEY KNOWN ALL PERSONS BY THESE PRESENTS: That The Ohio Casualty Insurance Company is a corporation duly organized under the laws of the State of New Hampshire, that Liberty Mutual Insurance Company is a corporation duly organized under the laws of the State of Massachusetts, and West American Insurance Company is a corporation duly organized under the laws of the State of Indiana (herein collectively called the “Companies”), pursuant to and by authority herein set forth, does hereby name, constitute and appoint, IN WITNESS WHEREOF, this Power of Attorney has been subscribed by an authorized officer or official of the Companies and the corporate seals of the Companies have been affixed thereto this ssState of PENNSYLVANIA County of MONTGOMERY Company, The Ohio Casualty Company, and West American Insurance Company, and that he, as such, being authorized so to do, execute the foregoing instrument for the purposes therein contained by signing on behalf of the corporations by himself as a duly authorized officer. IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed my notarial seal at Plymouth Meeting, Pennsylvania, on the day and year first above written. This Power of Attorney is made and executed pursuant to and by authority of the following By-laws and Authorizations of The Ohio Casualty Insurance Company, Liberty Mutual Insurance Company, and West American Insurance Company which resolutions are now in full force and effect reading as follows: By: David M. Carey, Assistant Secretary By: Teresa Pastella, Notary Public Renee C. Llewellyn, Assistant Secretary By: ARTICLE IV – OFFICERS: Section 12. Power of Attorney. Any officer or other official of the Corporation authorized for that purpose in writing by the Chairman or the President, and subject to such limitation as the Chairman or the President may prescribe, shall appoint such attorneys-in-fact, as may be necessary to act in behalf of the Corporation to make, execute, seal, acknowledge and deliver as surety any and all undertakings, bonds, recognizances and other surety obligations. Such attorneys-in-fact, subject to the limitations set forth in their respective powers of attorney, shall have full power to bind the Corporation by their signature and execution of any such instruments and to attach thereto the seal of the Corporation. When so executed, such instruments shall be as binding as if signed by the President and attested to by the Secretary. Any power or authority granted to any representative or attorney-in-fact under the provisions of this article may be revoked at any time by the Board, the Chairman, the President or by the officer or officers granting such power or authority. ARTICLE XIII – Execution of Contracts: Section 5. Surety Bonds and Undertakings. Any officer of the Company authorized for that purpose in writing by the chairman or the president, and subject to such limitations as the chairman or the president may prescribe, shall appoint such attorneys-in-fact, as may be necessary to act in behalf of the Company to make, execute, seal, acknowledge and deliver as surety any and all undertakings, bonds, recognizances and other surety obligations. Such attorneys-in-fact subject to the limitations set forth in their respective powers of attorney, shall have full power to bind the Company by their signature and execution of any such instruments and to attach thereto the seal of the Company. When so executed such instruments shall be as binding as if signed by the president and attested by the secretary. I, Renee C. Llewellyn, the undersigned, Assistant Secretary, The Ohio Casualty Insurance Company, Liberty Mutual Insurance Company, and West American Insurance Company do hereby certify that the original power of attorney of which the foregoing is a full, true and correct copy of the Power of Attorney executed by said Companies, is in full force and effect and has not been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seals of said Companies this .,day of ,day ofOn this before me personally appeared David M. Carey, who acknowledged himself to be the Assistant Secretary of Liberty Mutual Insurance day of ., Liberty Mutual Insurance Company The Ohio Casualty Insurance Company West American Insurance Company execute, seal, acknowledge and deliver, for and on its behalf as surety and as its act and deed, any and all undertakings, bonds, recognizances and other surety obligations, in pursuance of these presents and shall be as binding upon the Companies as if they have been duly signed by the president and attested by the secretary of the Companies in their own proper persons. all of the city of state of each individually if there be more than one named, its true and lawful attorney-in-fact to make, Authorization – By unanimous consent of the Company's Board of Directors, the Company consents that facsimile or mechanically reproduced signature of any assistant secretary of the Company, wherever appearing upon a certified copy of any power of attorney issued by the Company in connection with surety bonds, shall be valid and binding upon the Company with the same force and effect as though manually affixed. Certificate of Designation – The President of the Company, acting pursuant to the Bylaws of the Company, authorizes David M. Carey, Assistant Secretary to appoint such attorneys-in- fact as may be necessary to act on behalf of the Company to make, execute, seal, acknowledge and deliver as surety any and all undertakings, bonds, recognizances and other surety obligations. Certificate No: Brenda Johnston, Cindy Stellhorn, Cynthia L. Jenkins, Edward L. Mournighan, Elexis B. Richards, Emily N. Daughhetee, Ginger J. Krahn, Kimberly E. Kinkead, Michael H. Bill, Michael J. Marsella, Michael M. Bill, Rebecca A. Virt, Robert Baumgartner, Sheree Hsieh 19th 2022December 19th 2022December Carmel IN 8209155- 285136 CMc Proposal for City of South Bend — Four Winds Renovation and Expansion Project u 30 CERTIFICATE OF INSURANCE AND BONDING INSR ADDL SUBRLTRINSRWVD DATE (MM/DD/YYYY) PRODUCER CONTACTNAME:FAXPHONE(A/C, No):(A/C, No, Ext): E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY)(MM/DD/YYYY) COMMERCIAL GENERAL LIABILITY AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATION AND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE INSURER(S) AFFORDING COVERAGE NAIC # Y / N N / A (Mandatory in NH) ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED? EACH OCCURRENCE $ DAMAGE TO RENTED $PREMISES (Ea occurrence)CLAIMS-MADE OCCUR MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GENERAL AGGREGATE $GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ $ PRO- OTHER: LOCJECT COMBINED SINGLE LIMIT $(Ea accident) BODILY INJURY (Per person)$ANY AUTO OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS AUTOS ONLYHIRED PROPERTY DAMAGE $AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE $ CLAIMS-MADE AGGREGATE $ DED RETENTION $$ PER OTH-STATUTE ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $If yes, describe under E.L. DISEASE - POLICY LIMIT $DESCRIPTION OF OPERATIONS below POLICY NON-OWNED SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORDACORD 25 (2016/03) ACORDTM CERTIFICATE OF LIABILITY INSURANCE Zurich American Insurance Co. Travelers Property Casualty Co. of Amer AGCS Marine Insurance Company 8/31/2023 MJ Insurance, Inc. PO Box 3430 Carmel, IN 46082-3430 317 805-7500 MJ Insurance, Inc. 317 805-7542 317 805-7515 certificate@mjinsurance.com Hagerman, Inc. P.O. Box 11848 Fort Wayne, IN 46861-1848 16535 25674 22837 A X X X XLU X CONTRACTUAL LIAB X X Y Y GLO9809049 04/01/2023 04/01/2024 2,000,000 1,000,000 10,000 2,000,000 4,000,000 4,000,000 A X X X X PHYS DAMAGE Y Y BAP9809048 04/01/2023 04/01/2024 2,000,000 B X X X 10,000 Y Y CUP1T96253722NF 04/01/2023 04/01/2024 25,000,000 25,000,000 A N Y WC9809047 3A STATES INCL TX 3C STATES EXCL 04/01/2023 IN IA KS ND OH WA 04/01/2024 KY MI MO WY X 1,000,000 1,000,000 1,000,000 C C INSTALL MATERIALS TEMP LOC &TRANSIT PROP - OWNED LOCS MZI93085362 MZI93085362 04/01/2023 04/01/2023 04/01/2024 04/01/2024 500,000 LIMIT; 5000 DED NON-OWNED LOCATIONS 450,000 LIMIT; 5000 DED The additional insured and waiver of subrogation boxes above are marked based on the policy information shown below. The Certificate Holder and others as defined in the written agreement and the General Liability additional insured endorsement UGL2162ACW 02/19 (see attached endorsement) and Automobile Liability endt CA2048 10/13 (See Attached Descriptions) City of South Bend Office of the Board of Public Works County-City Building, Room 1316 227 W Jefferson Blvd South Bend, IN 46601-0000 1 of 2#S1536083/M1499210 HAGECONClient#: 12550 DMD11of 2#S1536083/M1499210