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Opening of Proposals - CMc for Madison Lifestyle New Parking Garage Proj No 123-074 - CSM Group
December 17, 2024 Madison Lifestyle District – Phase I Parking Garage Construction Manager as Constructor (CMc) Services PREPARED FOR CSM Group 600 E. Michigan Avenue, Suite A Kalamazoo, MI 49007 (269) 746-5600 info@csmgroup.com Todd McDonald todd.mcdonald@csmgroup.com (877) 386-8214 Brian Beaver brian.beaver@csmgroup.com (877) 386-8214 CONTACT US Firm Background P. 3 Project Costs P. 12 Team P. 4 Non-Collusion/Affidavit P. 16 Experience P. 5 Insurance & Bonding P. 20 Safety P. 6 Addendum Acknowledgment P. 23 Project Approach P. 8 Prequalification Documents P. 26 MBE/WBE Participation P. 11 TABLE OF CONTENTS CSM Group | 3 Firm Overview CSM Group was established in 1983 as a construction management firm specializing in projects in occupied and complex environments. Recognizing a market need for firms adept at maintaining critical operations during construction, CSM Group has built a culture centered on delivering high-quality results while minimizing disruption. Our mission mirrors the City of South Bend, Indiana’s commitment to empowering success and reflects our dedication to serving clients across industries with integrity and excellence. We are a people-first organization that prioritizes collaboration, proactive communication, and responsive feedback. This client-focused approach continually drives us to refine our services and deliver superior outcomes. Based in Kalamazoo, Michigan, CSM Group operates nationally and exclusively acts as a client’s partner, never self-performing work, ensuring transparency and trust. Core Values People First: Prioritizing well-being, inclusion, and emotional safety to foster excellence and attract top talent. Lead with Safety: Making safety a fundamental value, ensuring every decision prioritizes workplace safety. Be Curious and Creative: Driving innovation through continuous learning and turning challenges into opportunities. Better Together: Emphasizing collaboration, accountability, and mutual support to achieve shared success. By the Numbers Employees: 158 Annual Project Volume: $190,000,000 FIRM BACKGROUND Awards and Certifications ABC Western Michigan Chapter Safety Award of Excellence: Winner (2024, 2023), Finalist (2024, 2022) STEP Diamond Recipient: 2024, 2023 ABC Top Performer: 2024 ABC National Pinnacle Safety Award: 2023 GCI Risk Control President's Award: 2024, 2023, 2022 76% of work is completed within regulated and occupied environments $392 million in active commercial contract value under management 80% of our business is performed with repeat clients 4 | CSM Group Steven Hatchel, Project Director: Focused on project execution, stakeholder collaboration, and meeting contract standards, with expertise in large- scale builds like the Caterpillar parking deck in Nashville, Tennessee. Dave Delpiere, Director of Estimating: Brings 30 years of experience across commercial, healthcare, and industrial sectors, leveraging market insights for accurate cost modeling. Gregg Collard, Senior Estimator: Specializes in cost control, contract negotiations, and lifecycle cost analysis with over 20 years of experience. Mike Vermeulen, Planning Specialist: Expert in RFP development, bid analysis, and scope management, with a background in municipal, healthcare, and commercial markets. Brian Beaver, Project Executive: Over 25 years of experience ensuring client satisfaction and overall project success. TEAM Bettesue Weniger, Scheduler: Brings over 22 years of construction experience. Responsible for assembling the initial project schedule based on the scope, design and duration of the project. REFERENCES Tim Rayman, Chief Executive Officer Greenleaf Hospitality Group (269) 760-2315 trayman@ghgkz.com Jim Ritsema, City Manager City of Kalamazoo (269) 337-8031 ritsemaj@kalamazoocity.org Kevin Catlin, County Administrator/Controller Kalamazoo County Government (269) 384-8111 kacatl@kalcounty.com CSM Group | 5 EXPERIENCE Kalamazoo Events Center CSM Group has been integral to bringing this $300+ million project to fruition over the past 15 years. Located in downtown Kalamazoo, this 426,000-square-foot facility broke ground in Spring 2024. Initial work involved relocating and upgrading city utilities under surrounding roads to support the development. The event center will feature a 7-story precast parking structure with 1,100 spaces, set for completion in late 2026. Construction of the main facility, including foundations and footings, will begin in December 2024. The project will employ more than 300 tradespeople and include a practice ice rink, basketball courts, locker rooms, and offices for Western Michigan University’s basketball and hockey teams and Kalamazoo’s semi-pro hockey team, the K-Wings. Additionally, the center will offer over 40,000 square feet of flat-floor space for conventions, a main bowl for sports and events, and community spaces, creating a significant resource for the area. Warner Building Completed in 2021, this $70 million, 290,000-square-foot mixed-use development transformed a downtown Kalamazoo parking lot into a seven-story building. The project includes two floors of residential housing (41,000 square feet), four floors of Class A office space (55,000 square feet), and a multi-level parking deck with over 300 spaces. This development revitalized the area with a high- density, mixed-use design that maximizes green space and public areas. The building features snowmelt sidewalks and convenient accessibility, improving the pedestrian experience. Constructed with a post-tensioned concrete structure, the Warner Building has catalyzed further downtown development. Kalamazoo County Downtown Justice Facility In 2019, CSM Group was selected to manage this $165 million, 165,000-square-foot justice facility in downtown Kalamazoo. The five-story building, completed in December 2023, houses circuit and district courts, judges' chambers, jury spaces, and secure holding areas. The facility includes unique design elements such as a central light wall and a solar heat-regulating roof, aligning with Kalamazoo County's sustainability goals. A significant portion of the work—90% of bids awarded locally—demonstrates CSM Group’s commitment to supporting the local economy. Construction highlights include 17-foot-tall cast-in-place concrete basement walls and a 13-inch-thick post-tensioned concrete slab, which serves as the foundation for the structural steel framing of the upper floors. Each of these projects—located in downtown Kalamazoo—was executed in an occupied urban environment, requiring meticulous coordination with local authorities having jurisdiction (AHJs) and municipal power suppliers. CSM Group developed and implemented comprehensive safety and logistics plans to ensure public safety and maintain access to surrounding businesses and roadways throughout construction. These efforts underscore our expertise in managing complex projects in densely populated areas while minimizing disruption to the community. 6 | CSM Group Pictured is our Kalamazoo County Club team on our MIOSHA partnerhsip signing day. SAFETY & QUALITY CONTROL SAFETY LEADERSHIP Safety Record: Experience Modification Rate (EMR): 0.69 (2023), 0.70 (2022, 2021) Total Recordable Incident Rate (TRIR): 0.00 (2023, 2022, 2021) Approach to Safety: Safety is integrated into every project stage. For example, tailored Site-Specific Safety Plans and regular training ensure minimized risks and projects are completed safely and efficiently. Quality Control: We ensure excellence through detailed coordination, rigorous testing, and thorough documentation. We maintain transparency and efficiency by utilizing platforms like Procore and providing a seamless project closeout. Brian Oczepek Brian has over 20 years of industry expereince and is responsible for the overall creation and development, and maintenance of an effective Environment Health Safety and Sustainability strategy and program for the organization and its projects. He also provides support and guidance on the execution of safety for projects across the organization. Charlie Taft Charlie has 20 years of experience in project and safety management, and provides strategic leadership of CSM Group's safety and total human health programs. CSM Group | 7 COMMITMENT TO YOU Commitment to South Bend CSM Group is committed to forging a lasting partnership with the City of South Bend, Indiana, and providing services prioritizing quality, safety, and community impact. With extensive experience managing complex projects in urban environments, we understand the importance of minimizing disruptions while delivering high-quality results. For the Madison Lifestyle District – Phase I Parking Garage project, we will leverage our expertise in pre-construction planning, logistics management, and stakeholder collaboration to ensure a seamless project execution. By maintaining open communication with city officials, local businesses, and residents, we will address challenges proactively and provide timely updates to all stakeholders. Our approach emphasizes detailed design reviews to ensure constructibility, quality installations, and smooth project closeout. We will utilize advanced tools like Procore to manage every stage of the project, from documentation to punch list completion, ensuring transparency and efficiency. Safety remains at the core of our operations, with site-specific safety plans tailored to the project’s unique conditions to protect workers and the public. Additionally, we prioritize supporting the local economy by engaging regional trade partners and subcontractors wherever possible. By investing in local talent and resources, we aim to contribute to South Bend’s economic growth while fostering a sense of community ownership in the project. Our ultimate goal is to deliver a parking facility that meets and exceeds the City of South Bend, Indiana’s expectations, setting the foundation for future success in the Madison Lifestyle District and beyond. Through collaboration, innovation, and a steadfast commitment to excellence, CSM Group is prepared to make this project a transformative success for the city and its residents. CSM Group is currently managing over 335,650 sf of parking garages. 8 | CSM Group PROJECT APPROACH CSM Group is honored to partner with the City of South Bend, Indiana , to develop the Madison Lifestyle District – Phase I Parking Garage. With a proven history of managing high-quality, community-focused projects, we are dedicated to delivering a seamless and efficient process from conceptual design through construction to project closeout. Our team has supported municipalities for over a decade, providing expertise in planning, estimating, and project execution. This experience allows us to understand and address your community's unique needs, ensuring a tailored solution that aligns with South Bend’s vision for this vital new facility. As a true construction manager, CSM Group operates exclusively as a client advocate, prioritizing your best interests with honesty and integrity. We coordinate with design partners, trade contractors, and owners to efficiently complete projects while maintaining the highest safety, quality, and cost-effectiveness standards. Our processes are designed to minimize disruptions and impacts to residents and local businesses, ensuring smooth integration into the community. We have outlined our response into four sections to address the specific requirements outlined in the RFP: Subcontractor Prequalification and Resource Allocation CMc Approach to Specific Goals Contract Negotiations Communication Approach CSM Group | 9 Subcontractor Prequalification and Resource Allocation CSM Group strongly emphasizes diversity and actively seeks partnerships with qualified, diverse suppliers to enhance mutual success, boost project value, and increase customer satisfaction. A diverse supplier base fosters innovation and sharpens our competitive edge. Our strategic approach to engaging local subcontractors ensures their qualification to bid on the project. With over 40 years of experience in Southwest Michigan and Northern Indiana, we understand the local labor pool, resources, and top-tier talent. Our preconstruction team continuously evaluates subcontractor prequalification statuses, ensuring readiness to support the project. Steps for Local Labor Participation: • Prequalification: Assess subcontractors’ capabilities, experience, financial stability, safety record, and past performance to ensure only qualified bidders participate • Networking Events: Host events to engage with existing and new subcontractors, foster relationships, and discuss upcoming opportunities. • Trade Associations: Collaborate with local organizations like AGC and Builders Exchange to identify reputable subcontractors. • Referrals and Recommendations: Leverage insights from industry contacts to identify experienced local subcontractors. • Local Agency Collaboration: Partner with municipal offices and economic development organizations to access qualified subcontractors. CSM Group’s roots as a local company drive our commitment to supporting the community by employing subcontractors who live, work, and interact in the greater South Bend area. While prioritizing local talent, our extensive network allows us to access additional resources if needed, ensuring labor constraints are addressed proactively. Our project-specific manuals and construction documents eliminate pricing inconsistencies and promote competitive offers. This ensures that the right trade contractors are selected, enabling the project to remain on schedule and within budget. CMc Approach to Specific Goals Preconstruction/Design Collaboration: Our proactive preconstruction services include collaborating with city officials, architects, and design partners to establish goals, budgets, and schedules. We provide detailed scopes of work and leverage strong relationships with local vendors to address design sequencing, phasing, and procurement needs, ensuring a smooth transition to construction. Competitive Bidding: We employ transparent, competitive bidding practices to ensure quality and cost- effectiveness. Our comprehensive bid packages include safety plans, detailed work scopes, and site logistics. Post-bid interviews validate subcontractors’ understanding and alignment with the City’s vision. Safety and Logistics: Safety is central to our operations. We create site-specific safety plans tailored to project needs, working with OSHA and adhering to CSM Group’s internal standards. Our logistics planning ensures minimal disruption to public spaces and maintains accessibility for businesses and residents. Project Controls and Scheduling: Utilizing platforms like Procore, we track budgets, schedules, and progress in real-time. Our collaborative scheduling ensures alignment with all stakeholders, preventing delays and achieving critical milestones. A schedule has been drafted with logic to best outline the current scope of work within the time frame of the RFP. We have a schedule prepare to present to the City of South Bend and is available upon request. Risk Management: We identify and mitigate risks early, addressing schedules, budgets, and safety challenges. A detailed risk register documents risks and mitigation plans, ensuring transparent communication with all stakeholders. 10 | CSM Group DISCOVER THE FUTURE OF CONSTRUCTION MANAGEMENT At CSM Group, we're not just building structures — we're shaping the future of construction management. Our story is one of innovation, collaboration, and a relentless pursuit of excellence, and now it's being featured in a documentary produced by Acumen Stories for CBS News' Economy 4.0 series. This exclusive feature takes you behind the scenes of our project management process and showcases how we're redefining what delivering value to our clients and partners means. Project Execution: Once construction begins, our execution team ensures a seamless transition from preconstruction. Weekly coordination meetings address constraints and risks, while bi-weekly OAC meetings ensure alignment between the owner, architect, and contractor. Quality Assurance and Post-Construction: Our QA/QC program guarantees the highest standards of craftsmanship. Post-construction, we provide punch list walkthroughs, commissioning, and project turnover to ensure the Madison Lifestyle District – Phase I Parking Garage is ready for use and future success. Communication Approach Effective communication is critical to the success of this project. CSM Group will conduct regular meetings to provide updates on progress, impacts, and upcoming activities. Community Engagement: We will support community meetings at key milestones to gather input, address concerns, and provide project updates. These meetings foster collaboration and ensure the facility reflects the community’s values. We will also use public notices, social media, and newsletters to keep residents informed throughout the project. Meeting Structure: • Design Meetings: Collaborate on constructability, cost, and lead times, documenting outcomes in Procore for a seamless transition to construction. • Kickoff Meetings: Establish expectations and align all teams for project success. • Weekly Progress Meetings: Address safety, scheduling, and coordination among stakeholders. • OAC Meetings: Provide high-level project updates and reviews for owners, architects, and contractors. Contract Negotiations CSM Group is familiar with and accustomed to working under City’s preferred form of contract, the AIA A133 “Standard Form of Agreement Between Owner and Construction Manager as Constructor where the basis of payment is the Cost of the Work Plus a Fee with a Guaranteed Maximum Price.” CSM Group has a long history of utilizing the AIA contract templates (and associated subcontracts) to execute successful CMc projects that are subject to an agreed Guaranteed Maximum Price. CSM Group typically utilizes a standardized/updated version of the AIA documents (forms A133 and the accompanying A201 General Conditions) that include minimal updates to the AIA templates, which documents can be provided for the City’s consideration now or at the time of contracting. For these reasons, CSM Group does not anticipate any challenges or delays in negotiating a CMC contract with the City that is based on the AIA A133 forms. CSM Group | 11 MBE & WBE PARTICIPATION Commitment to Diversity and Inclusion At CSM Group, we believe in the transformative power of partnership. Our relationships with trade partners are built on cooperation, mutual respect, and shared goals. We take pride in supporting local economies by keeping construction dollars within the community. We are deeply committed to fostering change by advancing the inclusion of Minority Business Enterprises (MBEs) and Women-Owned Business Enterprises (WBEs), underrepresented partners in the construction industry. To achieve this, we will diligently work with the City of South Bend, Indiana , and local organizations to engage MBE and WBE firms throughout the project lifecycle. Our efforts begin in the prequalification process, where we identify and track diverse trade partners who self-certify as minority-owned or woman-owned businesses. These firms are cataloged in Procore, our project management system, ensuring their participation is prioritized and accurately monitored. Our preconstruction department collaborates with execution teams to develop bid packages and scopes of work that are inclusive and accessible, encouraging diverse labor participation. With over 160 diverse contractors already in our database, CSM Group has a robust network of qualified partners to draw upon for this project. We also actively participate in local resource groups, such as Michigan Diversity Connections (MiDiCo), to expand our network, meet new diverse suppliers, and better understand their capabilities. Through these partnerships, we continuously learn and evolve our practices to create more equitable opportunities in the industry. CSM Group will work closely with the City of South Bend, Indiana , to set and achieve ambitious diversity goals for the Madison Lifestyle District – Phase I Parking Garage project. This includes hosting networking events, collaborating with community organizations, and leveraging our industry connections to ensure MBEs and WBEs are aware of and prepared for bidding opportunities. We will also track and report on diversity participation throughout the project to ensure transparency and accountability. By prioritizing inclusivity and diversity in construction, we aim to create meaningful opportunities for underrepresented businesses, foster innovation, and contribute to a stronger, more equitable local economy. 12 | CSM Group PROJECT COSTS Proposal Summary In alignment with the RFP request, our proposal includes a summary of compensation expectations for CMc services. Below and enclosed, we provide a detailed summary of the total estimated costs for our services based on a maximum project budget of USD 20 million. A cost matrix is included on the following pages. Pre-Construction Services: • Duration: 6 months (Conceptual Design to Construction Documentation) • Cost: $165,283.00 CMc Preconstruction Services • FEE: 3.25% of the total construction cost Our proposal cost includes conceptual, DD, and CD estimates. Costs Incurred by Owner Details of owner-incurred costs are outlined in the following pages. Design Responsibility No design contingency is included in this proposal, as CSM Group is not responsible for the project's design. Any design changes that alter the project scope will incur additional costs to the City of South Bend, Indiana. Similarly, unforeseen conditions that arise during construction and create additional scope or require extra funds will also be at the expense of the City of South Bend, Indiana. Contract Clarifications • Allowances for materials testing are specifically excluded from this proposal. • Surveying of any kind is specifically excluded from this proposal. • Permitting of any kind is specifically excluded from this proposal. • Purchasing of goods, materials, and services pertaining to construction is not included in this proposal. • No Allowance or contingency for either construction or design is included in this proposal • This proposal does not include design or engineering, including but not limited to delegated design and or investigative services. • This proposal includes the following budgets: • Conceptual • Design Development Budget (DD) • Construction Documents (CD) • Should a budget be required for any other design phases CSM Group will provide pricing for additional services. • The proposal includes 40 hours of professional estimation for value engineering support throughout the generation of the design. • Cost to provide bonds, including performance, payment, and maintenance bonds are not included in this proposal, and will be included in future GMP Amendment. • CSM Group’s obligation to perform any work or services in connection with this RFP and proposal is contingent upon the parties’ execution of a mutually agreed project contract to govern CSM Group's performance of preconstruction and/or construction phase services. Included in CM Fee Included in CM StaffingIncluded in CM General ConditionsConstruction Cost/ Trade ContractsOff-Site Services (Home Office)Corporate Executives XPrincipal in Charge XProgram Executive XProject DirectorXSenior Project Manager XLEED Administrator N/ABIM Administrator XSchedulerXEstimatingXPlanning Specialist XProject Coordinators XAccounting XEHS&S DIRECTORXSafety SpecialistXInformation Technology XOn-Site Staff & ReimbursableProject Manager (Superintendent) XMid Level Project Manager XProject EngineerXSafety SpecialistXLayout Engineer/SurveyorXSafety and First AidXConstruction Trailers & SuppliesXSmall Tools & SuppliesXSupport Equipment (computer, printer/copier, etc) XTrailer/Job Site InternetXProject Site webcamXTemporary ToiletsXHandwashing StationsXProject SignXSafety SignageXProject AdvertisingXQuality Control & TestingSite & Building Testing/ InspectionXBIMXInsurance & BondsGeneral LiabilityXBuilder Risk InsuranceBy OwnerWorkers Compensation XFICA Insurance XFederal Unemployment XState Unemployment XPayment BondsXPermits & Special Fees (if applicable)Building PermitsXDriveway/Roadway Improvement Permits, Bond & FeesXWater Connection FeeXSanitary Connection FeeXStorm Connection FeeXGas Service ChargeXElectrical Power Service ChargeXSpecial Tap FeesXBarricades, Enclosure & Control SignsWeather EnclosureXControl SignsXTemporary FencingXSite BarricadesXSecurityXCovered WalkwaysXOpening ProtectionXOn-Site UtilitiesTemporary ElectricXTemporary WaterX Included in CM Fee Included in CM StaffingIncluded in CM General ConditionsConstruction Cost/ Trade ContractsTemporary Heat / DehumidificationTemporary HVACXDehumidificationXOn-Site ServicesWeekly Clean-upXFinal Clean-upXDebris Hauling/RemovalXHoisting EquipmentXStorage Lots & TrailersXTemporary ParkingXTemp Stair/Lifts/ScaffoldingXHEPA FiltersXDust ControlXRoadway MaintenanceXSnow RemovalXTemporary Road InstallationXOther CostProcore StorageXBid Package & Construction Document Distribution XAll other ReproductionsXLEED Registration and CertificationN/AConsultantsXLiving / Travel ExpensesMileageX THANK YOU DISCOVER THE FUTURE OF CONSTRUCTION MANAGEMENT At CSM Group, we're not just building structures — we're shaping the future of construction management. Scan the QR code to watch CSM Group's feature in CBS documentary Economy 4.0. 16 | CSM Group NON-COLLUSION/AFFIDAVIT FORM 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 (Must be completed for all quotes and bids. Please type or print) STATE OF Michigan ) ) 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 Fede ral 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. Kalamazoo 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 sub contractor 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, c olor, sex, gender expression, gender identity, sexual orientation, handicap, national origin or ancestry. Breach of this provision may be regarded as material breach of contract. I, 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 day of , 20 Contractor/Bidder (Firm) Signature of Contractor/Bidder or Its Agent Printed Name and Title day of , 20 Subscribed and sworn to before me this My Commission Expires January 30, 2029 County of Residence Notary Public __Kalamazoo________________________ December 24 16th December 24 CSM Group Adam Brink, General Counsel 16th 20 | CSM Group INSURANCE & BONDING February 7, 2024 Re: CSM Group, Inc. Bonding Prequalification To Whom It May Concern: Please be advised that Hub International Midwest currently provides surety support and services to CSM Group, Inc. and our experience with them over the past 10+ years has been exemplary. We maintain an active surety bond program for CSM Group with Travelers Casualty & Surety Company of America – rated A++, XV by A.M. Best Company. To date, Travelers has supported each and every bond request from CSM Group, including support of single projects in the amount of $100,000,000 and overall aggregate work program needs in the $300 million range. CSM Group and its management team have always completed its bonded and unbonded projects successfully and we welcome their next bond request. Please note that the approval and execution of any surety bonds will always be conditioned upon the Surety’s complete underwriting review including, but not limited to, the review and acceptance of the final contract terms, evidence of 100% project financing and the use of acceptable bond forms. This letter is not to be construed as an agreement to provide surety bonds for any particular project, but is offered as an indication of our past experience and confidence in CSM Group. We offer our highest recommendation to you of our valued client, CSM Group, Inc. Should you have any questions, please contact me directly. Sincerely, Amy Wickett Amy Wickett Vice President – Surety 02/06/2024 TriCoast Advisors 50 Louis Street Suite 510 Grand Rapids MI 49503 Tammy VanderStelt tvanderstelt@tricoastadvisors.com The CSM Group Inc 600 E Michigan Avenue Suite A Kalamazoo MI 49007 Nat'l Union Fire Ins. Co. of Pitt., PA 19445 Travelers Property Casualty 25674 New Hampshire Ins. Co.23841 AXIS Surplus Insurance Co.26620 23-24 Master Prof/Poll 5M A 3292232 09/01/2023 09/01/2024 1,000,000 300,000 10,000 1,000,000 2,000,000 2,000,000 A 4544825 09/01/2023 09/01/2024 1,000,000 B CUP-3S834981-23-NF 09/01/2023 09/01/2024 15,000,000 15,000,000 C 025893689 09/01/2023 09/01/2024 1,000,000 1,000,000 1,000,000 D Professional/ Pollution Liability CM004377-01-2023 09/01/2023 09/01/2024 Per Claim $5,000,000 Aggregate $5,000,000 Insureds Copy SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES 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 rights to the certificate holder in lieu of such endorsement(s). 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. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD 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. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY CSM Group | 23 ADDENDUM ACKNOWLEDGEMENT Version 8/11/2020 CITY OF SOUTH BEND, JAMES MUELLER, MAYOR BOARD OF PUBLIC WORKS 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 Date: December 4, 2024 To: All Registered Vendors From Theresa Heffner, Clerk, Board of Public Works Subject Addendum Number: 1 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 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: Authorized Signature: Date: 12/4/2024 CSM Group 12/04/2024 Version 8/11/2020 CITY OF SOUTH BEND, JAMES MUELLER, MAYOR BOARD OF PUBLIC WORKS 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 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: CSM Group 12/12/2024 26 | CSM Group PREQUALIFICATION PAPERWORK Version 5/20/2024 CITY OF SOUTH BEND, INDIANA CONTRACTOR’S BID FOR PUBLIC WORK RESPONSIBLE BIDDER CHECKLIST Project Name Project No. For Bids Due Contractor Name: The City seeks to enhance its ability to identify responsive and responsible bidders on all City public works projects by institution of comprehensive submission requirements in compliance with State law. Quality workmanship, efficient operation, safety, and timely completion of projects requires that all bidders meet certain minimum requirements to be responsive and responsible bidders. THIS FORM MUST BE SUBMITTED WITH YOUR BID. **THIS FORM ONLY APPLIES TO BIDS GREATER THAN $250,000. ** INSTRUCTIONS: If you are a pre-qualified bidder, complete Section I only. If you are not a pre-qualified bidder, complete Section II only. Section II acts as an application for pre-qualification. Submission of Section II will allow the bidder to be considered for pre-qualification for bids with the City of South Bend Department of Public Works. Pre- qualified bidders will then be exempt from a portion of the submission requirements outlined in Section 6- 71 of The Responsible Bidding Ordinance No. 10975-23 (hereinafter, “Responsible Bidding Ordinance”) for a period of twelve (12) months. Thereafter, contractors who are pre-qualified must submit a complete application for continuation of “pre - qualified” standing, on a form provided by the City (“Responsible Bidder Checklist (1) Pre -Qualified Bidders”) within twelve (12) months of obtaining pre-qualified standing. If the status of any item changes within the twelve (12) months, it is the responsibility of the contractor to notify the City. Failure by any pre - qualified contractor to submit its complete application for continuation of “pre -qualified” standing within the time prescribed above shall result in automatic removal of the designation, effective immediately following the twelve (12) months of pre-qualified standing. However, the “removed” contractor or subcontractor shall still be permitted to bid on City public works projects, though the contractor must submit all required documents under 6-71 until “pre-qualified” status is re-established. Please Note: The City reserves the right to request supplemental information from the bidder, additional verification of any information provided by the bidder, and may also conduct random inquiries of the bidder’s current and previous customers regardless of pre-qualified standing. It is the sole responsibility of the potential bidder to comply with all submission requirements applicable to the bidder in Section 6-71 of the Responsible Bidding Ordinance no later than the date of the public bid opening. Madison Lifestyle District - Parking Garage CMc RFP 123-074 12/17/2024 CSM Group Version 5/20/2024 POST BID SUBMISSIONS: Post-bid submissions must be submitted in accordance with Section 6-72 of the Responsible Bidding Ordinance. The post-bid submission requirements are as follows: 1.All bidders shall collect, maintain, and provide upon request, a current written list that discloses the name, address, licensing status, and type of work for any subcontractor from whom the bidder has accepted a bid and/or intends to hire on any part of t he public work project, including individuals performing work as independent contractors. 2.Each subcontractor, whose portion of the project is estimated to be at least two-hundred fifty thousand dollars ($250,000.00), shall be required to adhere to the requirements of Section I of the Responsible Bidder Ordinance as though it were bidding directly to the City, except that the subcontractor shall submit the required information (including the name, address, a nd type of work) to the successful bidder prior to the commencement of work. 3.Failure of a subcontractor to submit the required information shall not disqualify the successful bidder from performing work on the project and shall not constitute a contractual default and/or breach by the successful bidder. However, the City may withho ld all payment otherwise due for work performed by a subcontractor, until the subcontractor submits the required information and the City approves such information. 4.The disclosure of a subcontractor list (“Disclosed Subcontractor(s)”) to the City by a bidder shall not create any rights in the Disclosed Subcontractor(s). Thus, a bidder may substitute another subcontractor for a Disclosed Subcontractor by giving the City, upon request, written notice of the name, address, licensing status, and type of work of the substitute subcontractor. 5.The successful bidder for projects greater than $250,000 and all subcontractors performing work greater than $250,000 on a public works project are required to submit certified payroll utilizing the federal form known as WH-347 or a similar form on a bi-weekly basis, submitted within 10 days after the end of each bi-weekly payroll period. Certified payrolls shall identif y the job title and craft for each employee. Certified payrolls shall be submitted electronically. Please Note: Submissions deemed inadequate, incomplete, or untimely by the City may result in the automatic disqualification of the bid. The City, after review of complete and timely submissions, shall, in its sole discretion, after taking into account all information in the submission requirements, determine whether a bidde r is responsive and responsible, and provide a Pre-Qualification Verification Letter. The City specifically reserves the right to utilize all information provided in the contractor’s submission and any information obtained by the City through its own independent verification of the information provided by the contractor. Version 5/20/2024 I.PRE-QUALIFIED BIDDER CHECKLIST (a)Acknowledgements: (i)___By checking this box, I hereby acknowledge that I am a pre -qualified bidder with the City of South Bend and that I have met the pre-qualification requirements within the last twelve (12) months. A copy of my Pre-Qualification verification letter is attached. (ii)___By checking this box, I hereby acknowledge that the City reserves the right to request supplemental information, additional verification of any information provided by me, and may also conduct random inquiries of my current and prior customers. (iii)___By checking this box, I hereby acknowledge that apprenticeship and training programs that I participate in have graduated at least five (5) apprentices in each of the past five (5) years. (iv)___By checking this box, I hereby acknowledge that all subcontractors performing work greater than $250,000 also meet the qualifications of the Responsible Bidder Ordinance. (b)Attachments: (i)___Indiana Secretary of State’s on-line records (ie. Business verification) dated within sixty (60) days of the submission of said document showing that business is in existence, current with the Indiana Secretary of State’s Business Entity Report, and eligible for a certificate of good standing. (Not applicable to i ndividuals, sole proprietors or partnerships). (ii)___Statement on staffing capabilities, including labor sources. This statement indicates and ensures I have sufficient employees on staff to complete the work. It outlines how I intend to meet the staffing needs of the work. (iii)___List of projects of similar size and scope of work performed in all areas, including the State of Indiana, within the last three (3) years. (iv)___For every project, submit evidence of participation in apprenticeship and training programs, applicable to the work to be performed on the project, which are approved by and registered with the United States Department of Labor’s Office of Apprenticeship, or its successor organization. This includes, but may not be limited to, letters from apprenticeship coordinators detailing the bidder’s association with the program, and the United States Department of Labor Office of Apprenticeship Certificates of Registration of Apprenticeship Programs for each type of work to be performed on the project. Version 5/20/2024 II.PRE-QUALIFICATION CHECKLIST (FOR BIDDERS THAT ARE NOT PRE-QUALIFIED) (a)Acknowledgements: (i)___By checking this box, I hereby acknowledge that I am not a pre-qualified bidder with the City of South Bend. (ii)___By checking this box, I hereby acknowledge that the City reserves the right to request supplemental information, additional verification of any information provided, and may also conduct random inquiries of my current and prior customers. The City reserved the right to utilize all information provided in this submission and all information obtained in inquiries or requests to determine if a bidder is responsive and responsible. Additionally, I acknowledge that all information provided to the City shall be regarded as public records. (iii)___By checking this box, I hereby acknowledge that copies of all Applicable apprenticeship certificates or standards for training programs applicable to the work performed on the project may be requested at any time and shall be furnished upon request. (iv)___By checking this box, I hereby acknowledge and ensure that I and all sub - contractors, from whom I have accepted a bid and/or intend to hire to perform work on the public work project, are properly licensed. Furthermore, I acknowledge my understanding that it is my responsibility to ensure that all sub-contractors have the necessary licenses to undertake the work called for in this bid. If a sub - contractor loses their license at any point, it is the responsibility of that sub - contractor to notify the City. (v)___By checking this box, I hereby acknowledge that apprenticeship and training programs that I participate in have graduated at least five (5) apprentices in each of the past five (5) years. (vi)___By checking this box, I hereby acknowledge that all subcontractors performing work greater than $250,000 also meet the qualifications of the Responsible Bidder Ordinance. (b)Attachments: (i)___Indiana Secretary of State’s on-line records (ie. Business verification) dated within sixty (60) days of the submission of said document showing that business is in existence, current with the Indiana Secretary of State’s Business Entity Report, and eligible for a certificate of good standing. (Not applicable to individuals, sole proprietors or partnerships). (ii)___List identifying all former business names. (iii)___Any determinations by a court or governmental agency any violations of federal state, or local laws including, but not limited to, violations of contracting or antitrust laws, tax or licensing laws, environmental laws, Occupational Safety and Health Act (OSHA), or federal Davis-Bacon and related Acts, within the preceding five (5) years. (iv)___Statement about staffing capabilities, including labor sources. This statement indicates and ensures I have sufficient employees on staff to complete the work I am bidding on OR outlines how I intend to meet the staffing needs of the work. (v)___Statement that individuals who will perform work on the public work project on my behalf will be properly classified as an employee or as an independent contractor under all applicable state and federal laws and local ordinances. (v)___For every project, submit evidence of participation in apprenticeship and training programs, applicable to the work to be performed on the project, which are approved by and registered with the United States Department of Labor’s Office of Apprenticeship, or its successor organization. This includes, but may not be limited to, letters from apprenticeship coordinators detailing the bidder’s association with X X X X X X X X X X X X Version 5/20/2024 the program, and the United States Department of Labor Office of Apprenticeship Certificates of Registration of Apprenticeship Programs for each type of work to be performed on the project. (vi)___Copy of a written plan for employee drug testing that covers all of my employees who will perform work on the public work project and meets or exceeds the requirements set forth in IC 4-13-18-5 or IC 4-13-18-6. (vii)___Evidence that I am utilizing a surety company which is on the Bureau of Fiscal Service “Department of Treasury’s Listing of Approved Sureties” as required in the bid specifications or contract. (viii)___Written statement of any federal, state or local tax liens or tax delinquencies owed to any federal, state or local taxing body in the preceding three years. (ix)___List of projects of similar size and scope of work performed in all areas, including the State of Indiana, within three (3) years prior to the date on which the bid is due. Date: ___________________________________________ ________________________________________________ (Sign Here) ________________________________________________ (Print Name Here) ________________________________________________ (Name of Company) ________________________________________________ (Address of Company) ________________________________________________ (City) ________________________________________________ (State) ________________________________________________ (Telephone Number) 12/10/2024 Todd McDonald CSM Group 600 E Michigan Ave, Suite A Kalamazoo Michigan (877) 386-8214 X X X X