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HomeMy WebLinkAboutOpening of Proposals - CMc for Madison Lifestyle New Parking Garage Proj No 123-074 - CRG ResidentialMadison Lifestyle District Phase I Parking Garage RESIDENTIAL 1865 Response to the Request for Proposals South Bend, Indiana Request for CM Services Dece m be r 17, 2024 Primary Contact: Secondary Contact: Address. Tim Roberts Chandler Roberts 805 City Center Dr. #160 Director of Preconstruction Senior Estimator Carmel, IN 46032 troberts@crgresidential.com croberts@crgresidential.com (317)575-9400 (317)696-8177 (317)540-4418 Table of Contents About CRG - History, Volume, & Experience Project Team Public -Private Partnership Experience Safety Record - Exhibit A Project Approach - Labor, Schedule, Reporting, Goals MBE & WBE History Price Proposal and Project Cost Scopes of Work and Responsibilities Non -Collusion, Non -Debarment Affidavit, Non -Iran Form - Exhibit B Certificate of Insurance and Bonding - Exhibit C Addendums - Exhibit D ■ CM RESIDENTIAL Intro uction CRG Residential ("CRG") is pleased to present a proposal for the Madison Lifestyle District Phase I Parking Garage. According to the RFP, the project is currently described as a 660 space, seven story concrete parking garage with a concrete podium intended for future multifamily use and the associated site infrastructure work. The following proposal is based on the information contained in the RFP released by the City of South Bend and the included conceptual plans developed by Studio M and Structurepoint. About CRG Residential CRG was founded in 1993 to provide construction and development services to real estate owners, managers, and investors. Based in Carmel, Indiana, CRG's footprint extends throughout the eastern half of the United States, having executed multifamily development, new construction, interior renovations/redevelopment, and exterior capital improvement projects in 24 states. Backed by more than $2 billion worth of team experience, and a unique value -engineering approach to construction, CRG Residential builds high quality projects and is one of the most trusted names in the industry. In fact, more than 80% of the general contracting work CRG Residential performs is for repeat clients. Since inception, CRG Residential and its affiliates have developed, constructed, and/or renovated over 40,000 multifamily housing units. Additionally, CRG has successfully delivered over $490 million in mixed -use, high -impact public -private partnership ("PY) projects throughout the Midwest, nearly all of which included a structured parking element consistent with the proposed Madison Lifestyle District parking garage. This P3 experience includes partnerships with municipalities such as Fishers, IN, Newport, KY, West Des Moines, IA, Evansville, IN, Greenwood, IN, and Carmel, IN, among others. CRG is committed to uphold its commitment to excellence in construction practices, to operate at all times with honesty and integrity, and to approach every opportunity with a spirit of collaboration and cooperation. CRG specializes in the construction and renovation of multifamily, mixed -use projects, including parking structures, throughout the eastern half of the United States. On an annual basis, CRG renovates approximately 6,000 apartments and starts construction on approximately 1,000 new apartment units. Its annual revenue ranges between $275 million to $350 million and it employs approximately 175 employees. '000■ CRG RESIDENTIAL Project Team Chris Reid, Chief Executive Officer Chris Reid has been involved in the construction industry throughout his entire career and has grown his organization into an industry leader in the real estate development, construction, and multifamily renovation space across the Eastern United States. As CEO, Chris is responsible for the firm's strategy, organizational structure, and construction operations. Chris blends years of experience and creativity to enhance the design and value engineering process, and provides a steady hand to ensure the firm consistently executes on its commitments. He is regularly involved in the review of construction design and scheduling details for major projects. Dave Powers, President Dave Powers began his career with CRG as the Chief Financial Officer and served in that role for seven years before transitioning to President. As President, Dave is responsible for the oversight of CRG's real estate development operations, asset management and capital markets activities, as well as CRG's corporate operations. Prior to joining the CRG team, Dave was Vice President of Finance for PulteGroup Inc., a national, publicly -traded homebuilder. Dave earned his bachelor's degree in Finance from Miami University and his MBA from Indiana University's Kelley School of Business. Andrew Browning, Chief Finanacial Officer Andrew Browning comes to CRG from Renu Management where he was responsible for all accounting and financial reporting activities for a portfolio of over 7,500 single-family rental properties. Before his tenure at Renu, Browning spent seven years at Katz Sapper Miller in various roles with the firm. In his new position at CRG, Andrew will lead the day-to-day accounting and finance functions, administration, risk management, taxation, and compliance. Browning earned his bachelor's degree from Indiana University and is a certified public accountant. ■ C3M RESIDENTIAL Project Team Tim Roberts, Director of Preconstruction Tim Roberts oversees the Pre -Construction division at CRG Residential, focusing on planning, drawing, and budgeting for new multifamily developments, both garden style and mixed -used. Prior to joining CRG Residential, Tim was responsible for over 1.5 billons dollars' worth of new construction in the Indianapolis region. Matt Stump, Vice President of Construction Matt Stump heads the New Construction division at CRG Residential, using his vast experience in design, value engineering, procurement, bidding, and execution to oversee projects from start to finish. Matt has been recognized for securing clients due to his decades of industry and project cycle expertise. Matt additionally has a background in commercial projects, aiding in the mixed - use development projects he now manages. Joe Langebartels, Vice President of Construction Joe Langebartels oversees the construction projects at CRG Residential. With decades of experience, he uses his expertise to manage new construction, rehabilitation, and historic renovation of multifamily communities. Joe joined CRG Residential in 2000 as a Project Manager and has since successfully completed hundreds of millions of dollars' worth of construction projects for the organization. '000■ C3M RESIDENTIAL Pu bl ic-Private Partnership Experience Post House I Evansville, IN • 161 space cast -in -place, subterranean parking structure • 159 Class A urban infill, market rate units, resort - style amenities The Vault on Main I Evansville, IN • 183 space cast -in -place, subterranean parking structure • 161 Class A urban infill, market rate units with resort -style amenities, 5,000 square feet of commercial space Nickel Plate Station I Fishers, IN • 329 parking spaces within two cast -in -place parking structures, wrapped with apartment units • 239 Class A infill, market rate units, resort -style amenities The Cunningham I West Des Moines, IA • 288-space pre -cast parking garage wrapped with apartments • 200 Class A market -rate units with resort -style amenities • 25,000+ SF of retail, including Ruth's Chris Steakhouse Academy on 4th I Newport, KY Union Green I Brownsburg, IN • 200-space cast -in -place, subterranean parking structure • 202 Class A urban infill, market rate units, 2,800 square feet of commercial space, resort -style amenities • 212 space pre -cast parking structure • 172 Class A infill, market rate units,15,000 square feet of commercial space, resort -style amenities '000■ C3;M RESIDENTIAL Pu bl ic-Private Partnership Experience The Madison I Greenwood, IN • 356 space pre -cast parking structure, wrapped with apartment units • 329 Class A infill, market rate units, 18 for -sale town homes, 18,000 square feet of commercial space, resort -style amenities West End Lofts I Traverse City, MI • 92 space cast -in -place, subterranean parking structure • 91 Class A, urban infill, market rate units, resort style amenities, 5,300 square feet of commercial space River Place I Fishers, IN • 381 Class A, market rate units, resort -style amenities, podium structured parking • 35,000 square feet of commercial, 81 for -sale townhomes • Land for 125 acre City park, plus land and funds for new City Roundabout A I, .-. -- �_ River Point West I Elkhart, IN • 172 Class A, urban infill, market rate units, 45,800 square feet of commercial space '000■ CM RESIDENTIAL Safety Record Please reference by clicking Exhibit A '000■ C3;M RESIDENTIAL Project Approach CRG will work with design consultants throughout the design stage and bidding process to secure an efficient and collaborative design. CRG uses Building Connected as its primary bidding software. This program affords the best opportunity for outreach to both local subcontractors and MBE and WBE certified contractors. Building Connected allows CRG to search for contractors in South Bend and the surrounding area and send bid invites to them. CRG has over 8 years of experience working with South Bend -Mishawaka -Granger subcontractors and will lean on these relationships for this project. CRG has a standardized pre -qualification folder that every subcontractor is required to fill out. This form asks for project history, insurance capabilities, bonding capacity, safety record and references among other items. As a CM for the project CRG will ensure that all subcontractors comply with the E- Verify requirements. CRG will manage the bidding process through Building Connected which allows for confidential submission of bids only viewable by CRG. It also produces a report of good -faith efforts in outreach to local, MBE and WBE certified contractors. CRG will not self -perform any of the work associated with this RFP. The team at CRG has over 30 years of experience in building structured parking and the best practices to ensure that those structures are built in a cost-effective and sustainable manner. CRG will bring this wealth of knowledge to the design process and assist the design team in making cost-effective and sustainable choices. CRG proposes to deliver the project using a cost-plus with Guaranteed Maximum Price (GMP) contract. The benefits of this delivery method are cost certainty and budget protection to the City/Owner, which allows for better predictability and appropriate sharing of risk. CRG will work closely with the City/Owner to carefully review the design of the project to ensure an accurate, fair, and achievable budget is created to establish the GMP. Once design is complete, CRG anticipates the time required to collect formal bids from subcontractors and to establish the GMP is 4S days. Concurrently with this process, CRG will work with the City/Owner to negotiate the GMP contract. CRG anticipates this process can be completed in 30 days. As part of CRG's commitment to clear communication and reporting, it will provide monthly progress updates and will work with the City/Owner to understand its expectations as to format and content. Internally, CRG leverages best -in -class technology tools, such as Procore, for all daily reporting, contract commitments, billings and change order tracking. CRG will have monthly Owner -Architect - Contractor meetings that includes status updates, project reporting, and schedule updates. ■ RESIDENTIAL MBE & WBE Experience Considering this project has goals for MBE (minority), WBE (women), VBE (veteran), DOBE (disability -owned), or Work Force Diversity Goals, it should be understood that CRG has experience with both local and state agencies that assist with outreach and engagement of this community. CRG has several projects in which it has met or exceeded these goals, including Post House in Evansville IN, Saint Lucas Lofts and Passage Apartments in Indianapolis. On the two Indianapolis projects CRG worked closely with Joe Lee the Contract Compliance Officer with the City of Indianapolis - Office of Minority and Women Business Development to ensure that all MBE and WBE goals were acheived. Price Proposal and Project Cost CRG will provide pre -construction services for the City/Owner with respect to the project for a fee of 0.5% of the cost of the work. "Pre -construction services" shall include the following: • Prepare preliminary estimates of the work as information becomes available (but not more than once based on schematic drawings, not more than once based on design drawings, and a final estimate upon completion of 100% construction drawings). At each stage, the master budget will be revised and updated accordingly. • Provide value engineering input by reviewing conceptual and working drawings during their preparation focusing on construction means and methods. • Provide cost analyses of design options and make recommendations for alternatives to be included in bid packages. • Evaluate market conditions and schedule bid calls to obtain the most competitive prices that are commensurate with overall project scheduling and the City/Owner's project goals. • Prepare a preliminary schedule following initial review of the project documents available as of the effective date of a formal agreement between CRG and the City/Owner, which schedule will contain activities integrating obligations of the entire construction team to include bidding and a detailed monthly activity schedule for construction duration. • Provide value engineering analysis based on schematic drawings and 100% design drawings stages, with such value engineering analysis to include presenting the City/Owner with options and creating alternates for final bid documents. • Assist the City/Owner with analysis of materials being used in the local market and determining cost impact. '000■ CM RESIDENTIAL Price Proposal and Project Cost • Constructability reviews to be completed in concert with operational plans as fo I I ows: o CRG will check the documents for completeness and coordination and make recommendations to the City/Owner. o Constructability reviews shall occur approximately at completion of schematic design, design development and at approximately 50% construction documents. o Additional time may need to be added to the project schedule depending on the status of the completeness of documents. • Cost control management, including preparing and evaluating a cost estimate and evaluating the estimate against the original construction budget and recommending, if necessary, the appropriate action to correct and/or avoid potential cost overruns. • Bid phase services, including finalizing all the subcontractor bid packages, developing the bidding schedule, completing prequalification of potential bidders, and arrange and conducting pre -bid meetings for bidding contractors. CRG will provide Construction Manager as Constructor (CMc) services for the City/Owner with respect to the project for a fee of 4.5% of the cost of the work. While cost overruns and delays are not part of most projects that CRG manages, should either unexpectedly occur, CRG will do its best to communicate as clearly and timely as possible the impact of each to all stakeholders. In past projects that are similar in scope to this RFP, CRG has implemented a shared savings clause to reward the contractor if the project is delivered below budget and to the satisfaction of the City/Owner. CRG will work collaboratively with the City/Owner during contract negotiations to determine if a shared savings clause is appropriate for this project. CRG includes 5% of cost of work (including general conditions) as the contractor contingency within the project budget. The contractor contingency is for CRG's exclusive use to cover costs, expenses, damages incurred by CRG in its performance of the work and is not to be used to cover changes in scope, design errors, or other items that CRG would be entitled to an City/Owner change order. '000■ C3M RESIDENTIAL Scopes of Work and Responsibilities Owner/Developer 1. Land purchases. 2. Builders Risk Insurance 3. State/Local Permits. 4. Traffic impact studies. S. Municipal fees. 6. Covenant fees. 7. Any and all Infrastructure fees. 8. Legal description of property and property surveying. 9. Design Fees: (Architectural, Interiors, Structural, Mechanical, Plumbing/HVAC, Fire Detection Outline Scope, and Electrical). 10. Designer Inspections. 11. Determination of wage scale requirements. 12. Determination of XBE participation. 13. Underground obstructions or unforeseen conditions. 14. Offsite improvements beyond those described in the scope of work. 15. Municipal bonds above and beyond standard trade bonds. 16. Legal fees. 17. Additional Parks and Recreation fees. 18. Marketing Signage. 19. IT, Phone and Cable Agreements and service installations. 20. LEED Program Approvals - N/A. 21. Monitoring services for Fire Alarm System. 22. All Utility Related Fees: '000■ C3M RESIDENTIAL Scopes of Work and Responsibilities a. Fire Service Fees i. Tap/Connection Fee. ii. Monthly Service Fee. iii. Private F.H. Service; Public F.H. Service. iv. System Development Charges. v. Meter Pit. vi. Meter Fees. b. Storm Water Fees i.Service Charges. ii. Storm Water Fund. iii. Equivalent Residential Unit Charges (ERU) c. Sanitary Fees i. Sewer Tap. ii. Usage Fees. iii. Capital Improvement Fees. iv. EDU Fees. d. Parks & Trails Fees i. Capital Improvement Fees. ii. Project Specific Fees. '000■ C3M RESIDENTIAL Scopes of Work and Responsibilities CRG Residential GENERAL CONDITIONS 1. Pre -Construction Services. 2. Project Management Services provided as required. 3. Project Accountant Services provided. 4. Project Administrative Assistant provided. S. Project Engineer Services provided as required. 6. Project Supervision Services provided as required. 7. On -Site Technology for Construction Operations. 8. General Liability Insurance. 9. Building Permit Fees excluded. 10. Field Offices and Storage (Connex Boxes) provided. 11. Safety Inspections by Independent Firm provided. 12. Field Sanitary Facilities provided. 13. Field Water Services provided. 14. Field Electric Services provided. 15. Temporary Lighting for the buildings during construction. 16. Field Surveying upon property corner staking by Owner. 17. Field Testing Services provided for subsurface and above grade. 18. Traffic Control provided. 19. Temporary Roads provided. 20. Barricades and Temporary Fencing provided. 21. Project Construction Safety Signage provided. 22. Continuous Construction Cleaning provided, no FFE provisions. 23. Dumpster/Rubbish Removal provided during construction, no FFE provisions. 24. Final Cleaning provided. CRG general conditions typically range from 5-6% on a project of this size. '000■ CM RESIDENTIAL Non -Collusion, Non -Debarment Affidavit, Non -Iran Form Please reference the attached Exhibit B '000■ C3;M RESIDENTIAL Certificate of Insurance and Bonding Please reference the attached Exhibit C '000■ C3;M RESIDENTIAL Addendums Please reference the attached Exhibit D '000■ C3;M RESIDENTIAL Exhibit B -Non-Collusion, Non -Debarment Affidavit, Non -Iran Form C3;?G RESIDENTIAL When the prospective Contractor is unable to certify to any of the statements below, it shall attach an explanation to this Affidavit. CONTRACTOR'S NON -COLLUSION AND NON -DEBARMENT AFFIDAVIT, CERTIFICATION REGARDING INVESTMENT WITH IRAN, EMPLOYMENT ELIGIBILITY VERIFICATION, NON-DISCRIMINATION COMMITMENT AND CERTIFICATION OF USE OF UNITED STATES STEEL PRODUCTS OR FOUNDRY PRODUCTS STATE OF (Must be completed for all quotes and bids. Please type or print) ) SS: COUNTY ) The undersigned Contractor, being duly sworn upon his/her/its oath, affirms under the penalties of perjury that: 1. Contractor has not, nor has any other member, representative, or agent of the firm, company, corporation or partnership represented by him, entered into any combination, collusion or agreement with any person relative to the price to be bid by anyone at such letting nor to prevent any person from bidding nor to induce anyone to refrain from bidding, and that this bid is made without reference to any other bid and without any agreement, understanding or combination with any other person in reference to such bidding. Contractor further says that no person or persons, firms, or corporation has, have or will receive directly or indirectly, any rebate, fee, gift, commission or thing of value on account of such sale; and 2. Contractor certifies by submission of this proposal that neither contractor nor any of its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency; and 3. Contractor has not, nor has any successor to, nor an affiliate of, Contractor, engaged in investment activities in Iran. a. For purposes of this Certification, "Iran" means the government of Iran and any agency or instrumentality of Iran, or as otherwise defined at Ind. Code § 5-22-16.5-5, as amended from time -to -time. b. As provided by Ind. Code § 5-22-16.5-8, as amended from time -to -time, a Contractor is engaged in investment activities in Iran if either: i. Contractor, its successor or its affiliate, provides goods or services of twenty million dollars ($20,000,000) or more in value in the energy sector of Iran; or ii. Contractor, its successor or its affiliate, is a financial institution that extends twenty million dollars ($20,000,000) or more in credit to another person for forty-five (45) days or more, if that person will (i) use the credit to provides goods and services in the energy sector in Iran; and (ii) at the time the financial institution extends credit, is a person identified on list published by the Indiana Department of Administration. 4. Contractor does not knowingly employ or contract with an unauthorized alien, nor retain any employee or contract with a person that the Contractor subsequently learns is an unauthorized alien. Contractor agrees that he/she/it shall enroll in and verify the work eligibility status of all of Contractor's newly hired employees through the E-Verify Program as defined by I.C. 22-5-1.7-3. Contractor's documentation of enrollment and participation in the E-Verify Program is included and attached as part of this bid/quote; and 5. Contractor shall require his/her/its subcontractors performing work under this public contract to certify that the subcontractors do not knowingly employ or contract with an unauthorized alien, nor retain any employee or contract with a person that the subcontractor subsequently learns is an unauthorized alien, and that the subcontractor has enrolled in and is participating in the E-Verify Program. The Contractor agrees to maintain this certification throughout the term of the contract with the City of South Bend, and understands that the City may terminate the contract for default if the Contractor fails to cure a breach of this provision no later than thirty (30) days after being notified by the City. 6. Persons, partnerships, corporations, associations, or joint venturers awarded a contract by the City of South Bend through its agencies, boards, or commissions shall not discriminate against any employee or applicant for employment in the performance of a City contract with respect to hire, tenure, terms, conditions, or privileges of employment, or any matter directly or indirectly related to employment because of race, sex, religion, color, national origin, ancestry, age, gender expression, gender identity, sexual orientation or disability that does not affect that person's ability to perform the work. In awarding contracts for the purchase of work, labor, services, supplies, equipment, materials, or any combination of the foregoing including, but not limited to, public works contracts awarded under public bidding laws or other contracts in which public bids are not required by law, the City, its agencies, boards, or commissions may consider the Contractor's good faith efforts to obtain participation by those Contractors certified by the State of Indiana as a Minority Business ("MBE") or as a Women's Business Enterprise ("WBE") as a factor in determining the lowest, responsible, responsive bidder. In no event shall persons or entities seeking the award of a City contract be required to award a subcontract to an MBE/WBE; however, it may not unlawfully discriminate against said WBE/MBE. A finding of a discriminatory practice by the City's MBE/WBE Utilization Board shall prohibit that person or entity from being awarded a City contract for a period of one (1) year from the date of such determination, and such determination may also be grounds for terminating the contact for which the discriminatory practice or noncompliance pertains. 7. The undersigned contractor agrees that the following nondiscrimination commitment shall be made a part of any contract which it may henceforth enter into with the City of South Bend, Indiana or any of its agencies, boards or commissions. Contractor agrees not to discriminate against or intimidate any employee or applicant for employment in the performance of this contract with privileges of employment, or any matter directly or indirectly related to employment, because of race, religion, color, sex, gender expression, gender identity, sexual orientation, handicap, national origin or ancestry. Breach of this provision may be regarded as material breach of contract. 1, the undersigned bidder or agent as contractor on a public works project, understand my statutory obligations to the use of steel products or foundry products made in the United States (I.C. 5-16- 8-1). I hereby certify that I and all subcontractors employed by me for this project will use steel products or foundry products made in the United States on this project if awarded. I understand I have an affirmative duty to notify the City in my bid that my proposal does not include the use of steel products or foundry products made in the United States. I understand it is my sole obligation and responsibility to provide a justification to the City, subject to review and approval, why the cost of United States made steel or foundry products is unreasonable. Prior to award and upon submission of bid which does not use steel products or foundry products made in the United States, the City, through its director of public works, shall make a determination if the price of United States made steel or foundry is unreasonable. I understand that violations hereunder may result in forfeiture of contractual payments. I hereby affirm under the penalties of perjury that the facts and information contained in the foregoing bid for public works are true and correct. Dated this 16 Ak day of 't)uAA.r , 20 21 G LO. . Li-C, Contractor 'dd (Fi Signature of ContractW3idder or Its Agent eAW6gm Printed avWand Title Subscribed and sworn to before me this day of , 20 My Commission Expires N tary Public County of Residence ELMETH FOLLSTAD My Commission Expires SEAL :f July 9,2032 Corrar inion Number NP0757445 Hamilbn County Exhibit C - Insurance and Bonding C3;?G RESIDENTIAL Li, ber ty Mutual. SURETV December 16, 2024 City of South Bend, Indiana RE: CRG Residential, LLC To Whom It May Concern: Michael Ulrich AVP, Sr. Surety Executive Underwriter 8044 Montgomery Road, Suite 150E Cincinnati, OH 45236 P: (513) 792-1871 F: (866) 548-6645 CRG Residential, LLC is a highly regarded and valued customer of Liberty Mutual Insurance Company. Liberty Mutual is rated AXV by A.M. Best. Liberty Mutual Insurance Company. We currently provide surety support for CRG Residential, LLC in the amount of $100,000,000 for single projects / $300,000,000 aggregate work program. Our agreement to provide work programs or execute bonds is subject to mutually acceptable contract terms and conditions, confirmation of financing and any other underwriting considerations both to CRG Residential, LLC and Liberty Mutual Insurance Company at the time of request of final bonds. This letter is issued only as a bonding reference as requested by our customer and is not an assumption of liability or a bond. We assume no liability to third parties or to you if for any reason we do not execute bonds. Sincerely, Michael Ulrich AVP, Sr. Surety Executive Underwriter A Liberty Mutual Company Client#: 2111832 515CRGRES1 DATE (MM/DD/YYYY) ACORD,. CERTIFICATE OF LIABILITY INSURANCE 1 10/01/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Missy Kelly McGriff Insurance Services LLC PHONE g00 842-7002 FAX 855-452-1300 A1C N Ext : (A/C, No 14300 Clay Terrace Blvd., E-MAIL ADDRESS: Melissa.Kelly@mcgriff.com g Suite 257 Carmel, IN 46032 INSURED CRG Residential LLC 805 W City Center Dr., Suite 160 Carmel, IN 46032-5641 INSURER($) AFFORDING COVERAGE NAIC # INSURER A: Selective Insurance Co of the Southeast 39926 INSURER B : Accident Fund Ins Co of America 10166 INSURER C : American Guarantee & Liability Ins Co 26247 INSURER D : Hiscox Insurance Company 10200 INSURER E : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: 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 CONTRACTOR 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. INSR ADDL SUBR LTR TYPE OF INSURANCE INSR WVD _ POLICY NUMBER POLICY EFF POLICY EXP MMIDDIYYYY MMIDDlYYYY LIMIT A X COMMERCIAL GENERAL LIABILITY X X S2316648 10/01/2024 10/01 /202 EACH OCCURRENCE $1 OOO OOO CLAIMS -MADE �X OCCUR PREMISES Eaoccurrrence $500 OOO MED EXP (Any one person) $15 000 PERSONAL & ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 POLICY 7 ECOT- LOC PRODUCTS $2,000,000 OTHER: $ A AUTOMOBILE LIABILITY X X S2316648 10/01/2024 10/0112025 COMBINED SINGLE LIMIT Ea accident 1,000,000 BODILY INJURY (Per person) $ X ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS HIRED NON -OWNED X AUTOS ONLY „X ,AUTOS ONLY BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident $ A XT UMBRELLA LIAB X OCCUR S2316648 X X 10/01/2024 10/01/202 EACH OCCURRENCE $1 O 00O 000 AGGREGATE $1 O 000 000 EXCESS LIAB CLAIMS -MADE DED I X RETENTION $0 $ B AND EMPLOYERS' LIABILITY WORKERS COMPENSATION ANY PROPRIETOPJPARTNER/EXECUTIVE Y/ N OFFICER/MEMBEREXCLUDED? Y] (Mandatory in NH) NIA X AFWCP100054671 10/01/2024 10/011202 X PER OTH- E.L. EACH ACCIDENT $1 000 000 E.L. DISEASE - EA EMPLOYEE $1 000 000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $1,000 000 S2316648 10/01/2024 10/0112025 $225,000 A Leased Equipment C Excess $5Mx$10M AEC567101401 10/01/2024 10/0112025 $5,000,000 Each Occ/Agg D Pollution ANE544922924 10/16/202410/16/202 5,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) ***INSURED COPY - FOR INFORMATIONAL PURPOSES ONLY*** CRG Residential LLC 805 W City Center Dr., Suite 160 Carmel, IN 46032 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) 1 of 1 #S35419860/M35379836 ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD JEHE 3/6/2024 7:44:57 AM License $125.00 Check 966971 $125.00 jdecocker 70713 No. 002849-25 REGISTRATION $125.00 ST. JOSEPH COUNTY AND CITY OF SOUTH BEND, INDIANA March 6, 2024 WHEREAS, CRG RESIDENTIAL, LLC having this day paid to the Building Department the sum of One Hundred Twenty Five Dollars and Zero Cents is hereby REGISTERED to operate in the unincorporated areas of ST. JOSEPH COUNTY and the CITY OF SOUTH BEND, as a Building Contractor THIS REGISTRATION EXPIRES: March 3i, 2025 Randy James 805 CITY CENTER DRIVE, SUITE 160 CARMEL, IN 46032 (317)575-9400 THIS REGISTRATION IS NOT TRANSFERABLE , Building Commissioner Exhibit D - Addendums -1-40 RESIDENTIAL �d 1316 COUNTY -CITY BUILDING 227 W.JEFFERSON BOULEVARD SOUTH BEND, INDIANA 46601-1830 PHONE 574/235-9251 FAx 574/ 235-9171 TDD 574/ 235-5567 CITY OFF SOUTH BEND, .TAMES MUELLER, MAYOR BOARD OF PUBLIC WORKS Date: December 4, 2024 To: All Registered Vendors From Theresa Heffner, Clerk, Board of Public Works Subject Addendum Number: 1 Project Name: Project Number: 123-074 Madison Lifestyle District — Parking Garage CMc RFP ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM Date Received: This addendum is being forwarded to you for the above referenced project. Please sign below and acknowledge receipt of this Addendum by including with your RFP submission. THIS ADDENDUM MAY AFFECT YOUR PROPOSAL. Notes: The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. Company: C V--G Authorized Signature: _ Date: v4t 612o7--4 S ►W) iN-C4A" , �-L-c.. Version 8/11/2020 trsi3 . PROJECT NAME: MADISON LIFESTYLE DISTRICT — PARKING GARAGE CMC RFP ADDENDUM NO. 1 Date: December 4, 2024 To: All Registered Vendors From: Theresa Heffner, Clerk of the Board of Public Works Included herein are questions received, and the City's responses: On the RFP, it states requirement for Responsible Bidder Checklist — we assumed this is for bidders that will be part of the construction and not required by the CMc to include in the proposal. Please confirm. ■ ANSWER: See Page 6 of the RFP. The Responsible Bidder Checklist would still apply to any portion that the CMc self -performs. • "Proposingfirms do not need to include the Responsible Bidder Checklist that is used to comply with the City's Responsible Bidder Ordinance No. 10594-18. This checklist will, however, be a part of the bid documents to all 1 st Tier subcontractors (>$154K). The CMc will also be required to include this documentation with any work they bid for which they intend to self -perform." Has there been any determination what will be required for the site detention? ■ ANSWER: For the entirety of the parcel (everything inside the sidewalk), 10% of the City's design storm (25-year, 24-hour) must be held on site via detention. The remainder of the design storm may be sent to the City's storm sewer system which empties into the St. Joseph River. Per the meeting today, there was discussion of adding a signal, will that work fall under this CMc proposal? ■ ANSWER: The intersection modifications at Main Street and Marion Street will be a separate design -bid -build project. It will not be the responsibility of the CMc. ■ is there a geotechnical report available? ■ ANSWER: Attached to this Addendum is the preliminary geotechnical report. The City is currently pursuing a Phase 1I environmental assessment and will share those results as soon as they are available. Version 8/11/2020 The Phase I1 report was prompted by a Recognized Environmental Condition noted in the Phase I assessment: `The historical use of the subject property as an automobile facility and gasoline service stations.' ■ Link to Phase I report: https://tinyuri.com/MadisonLifestylePhaseI • In regards to the site work, will the CMc be responsible for the entire site or just the parcel for the garage/podium work? ■ ANSWER: The CMc should assume responsibility for all site work contained within the whole parcel, essentially everything inside the curb line: W Ma ison S O I Version 8/11/2020 ,i�l ifl fir, Jr You must acknowledge receipt of this addendum by signing the first page and including with your electronic bid submission. — This addendum consists of a total of 47 pages — Version 8/ 11 /2020 1316 COUNTY -CITY BUILDING 227 W. JEFFERsoN BOULEVARD SOUTH BEND, INDIANA 46601-1830 PHONE 574/235-9251 FAX 574/ 235-9171 TDD 574/ 235-5567 CITY OF SOUTH BEND, JAMES MUELLER, MAYOR BOARD OF PUBLIC WORKS Date: December 12, 2024 To: All Registered Vendors From Theresa Heffner, Clerk, Board of Public Works Subject Addendum Number: 2 Project Name: 123-074 Project Number: Madison Lifestyle District — Parking Garage CMc RFP ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM Date Received: This addendum is being forwarded to you for the above referenced project. Please sign below and acknowledge receipt of this Addendum by including with your electronic bid submission. THIS ADDENDUM MAY AFFECT YOUR BID. Notes: The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. Company Authorized Signature: Date: 161Z° LL-r- Version 8/11/2020 PROJECT NAME: MADISON LIFESTYLE DISTRICT — PARKING GARAGE CMC RFP ADDENDUM NO.2 Date: December 12, 2024 To: All Registered Vendors From: Theresa Heffner, Clerk of the Board of Public Works Included herein are questions received, and the City's responses: • Will the City be using the AIA 133 CMc form of contract or a version thereof? o ANSWER: City intends to use AIA form A133. • Will the City be releasing Meeting Minutes and an Attendees List from the Prebid Meeting? o ANSWER: Attached please find the agenda and sign in sheet from the meeting. Here is a list of virtual attendees: ■ Tim Roberts; troberts@crgresidential.com ■ Shumate, Vanessa; VShumate@structurepoint.com ■ Eric Horvath; ehorvath@southbendin.gov ■ Matt Proffitt; matt.proffitt@csmgroup.com ■ Daniel Moriarity; dmoriarity@studiomarchitecture.net ■ Kristen Sawdon; ksawdon@greatlakescapital.com ■ Joshua Hocker; jhocker@gartnong.net ■ Mike Vermeulen; mike.vermeulen@csmgroup.com ■ Derek Vogel; dvogel@garmong.net • The City has acknowledged the Main Street Intersection rework will be "By Other" will that be the same for the utilities upgrade to the project site, or is that to be included? o ANSWER: CMc should assume responsibility for all utility work on entirety of parcel. • Is a current list of City of South Bend approved MBE/WBE trades available? On the City Website? o ANSWER: Here are links to two State of Indiana databases: ■ https://www.in.gov/idoa/mwbe/files/certification_list.xlsx ■ https://entapps.indot.in.gov/dbelocator/ ■ In accordance with the City's Inclusive Procurement Ordinance, you must utilize M/WBE firms located within the State of Indiana, or Version 8/11/2020 Berrien County, Michigan. Do you have additional information that you could provide on the podium, and how many sides of the garage it wraps? o ANSWER: The podium will be an extension of the parking garage concrete structure, whether pre -cast or cast -in -place. The podium will be either one or two stories of concrete structure and will wrap the parking garage on all sides. The remaining height of the wraparound development would then be sawn lumber constructed under separate contract by others. No sketch is available yet. You must acknowledge receipt of this addendum by signing the first page and including with your electronic bid submission. — This addendum consists of a total of 7 pages — Version 8/11/2020 County -City Building 227 W Jefferson Blvd, Suite 13W. N South Bend, IN 46601 James Mueller, Mayor Meeting Time December 3, 2024 10:00 - 11:00 a.m. EST Purpose Phone 311 inside City limits Email 311@southbendin.gov Website Southbendin.gov City of South Bend Department of Public Works Location Board of Public Works Conference Room 227 W. Jefferson Boulevard, 13th Floor South Bend, IN 46601 The purpose of this Pre -Proposal Conference is to discuss the Request for Proposals (RFP), issued on November 22, 2024, for Construction Manager as Constructor (CMc) Services for Madison Lifestyle District - Phase I Parking Garage under Indiana Code 5-32. The RFP can be accessed at httj)s://southbendin.gov/invitations-to-bid-city-contracts/. The goal of this Conference is to answer any questions regarding the RFP, provide an understanding of the contract structure, as well as a brief overview of the proposal submission requirements and evaluation criteria, and provide guidance from the Department of Engineering. A copy of the meeting minutes will be made available to all firms registered for this project on the southbendin.gov website. The notes are not intended to reiterate everything discussed in the meeting but identify those points that may affect an offerors' understanding of the solicitation. No oral statement made by City representatives during the conference will have the effect of amending the solicitation. In the event discussions during the conference indicate a need to change the solicitation, an amendment to the RFP will be issued in writing to all registered firms. Primary Stakeholders City of South Bend • James Mueller, Mayor/Project Sponsor • Caleb Bauer, Executive Director, Department of Community Investment • Eric Horvath, Director of Public Works • Kara Boyles, City Engineer • Zach Hurst, Senior Project Engineer `�k City of South Bend I Department of Public Works Great Lakes Capital • Brad Toothaker, Managing Partner • Kristen Sawdon, Managing Director & Principal • Linda Brotherson, In -House Counsel Northern Indiana Regional Development Authority John DeSalle, Chair Request for Proposal General Information • Submittal due date is December 17, 2024, by 9:00 a.m. EST • Sealed proposals can be submitted via email to the Office of the Board of Public Works at BPWbids@south bendin.gov by the submittal due date. • Proposals can also be delivered to the Office of the Board of Public Works at 227 W. Jefferson Boulevard, Suite 1316, on the 13th floor of the County -City Building. If delivering a hard copy of a proposal, the proposal packet must include 7 hard copies and 1 digital copy on a thumb drive. • Response package —both electronic/digital and hard copies —should be labeled "Proposal For Construction Manager As Constructor (CMc) Services: Madison Lifestyle District., Project Number 123-074." • Any questions concerning the RFP must be sent to zhurst southbendin. ov by December 10, 2024, by 5:00 p.m. EST. • Any amendments, answers, or other correspondence will be sent to registered firms. • Proposal should be limited to 25 pages not including the cover page, insurance documents, and signed affidavit. Request for Proposal Content Requirements 1. Cover Page 2. Table of Contents 3. Firm Background/Team/Experience 4. Project Approach 5. MBE and WBE Participation 6. Price Proposal 7. Non -Collusion Non -Debarment Affidavit Non -Iran Form 8. Certificate of Insurance and Bonding 2 `,0. City of South Bend I Departmerit of Public Works Evaluation Criteria • General Experience and Qualifications • Experience on Projects of Similar Scope and Project Delivery Method • Experience of Project Team • Response to City/Owner Project -specific Goals • Fees General Information/Discussion • City interest in pursuing CMc as a project delivery method • Status of design documents o Building o Site • Project Schedule o RFP process o Importance of project delivery schedule • Project Cost o Project budget o Application of Guaranteed Maximum Price (GMP) per Indiana Code 5-32-2-11 o City goals for scope elements Other Questions from Participants Adjournment 3 U .7 dJ 4-j Ln J a) L N ofu LA 2 0 M W N� 'IFi W z 0 x IL } z a 0 W 2 Q z 000 F v C Q tn o X 00 co 00 Lnrn o M °' o N �3�r��_ 1 U m Ln —01 > u � U f^' V ,Z� L r L , 1 l �. = r d L Z cc � d d N n O - -7