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Opening of Proposals - CMc for Madison Lifestyle New Parking Garage Proj No 123-074 - FA Wilhelm
CONSTRUCTION MANAGER AS CONSTRUCTOR SERVICES PROPOSAL FOR THE MADISON LIFESTYLE DISTRICTPHASE I PARKING GARAGE PROJECT THE CITY OF SOUTH BEND, INDIANA | DECEMBER 17, 2024 PRIMARY POINT OF CONTACT: Mitch Davison Operations Manager mitchdavison@fawilhelm.com 317.538.0860 SECONDARY POINT OF CONTACT: Zach Canterbury Business Development Manager zachacanterbury@fawilhelm.com 317.941.3991 December 17, 2024 The City of South Bend, Indiana 227 West Jefferson Blvd. South Bend, IN 46601 RE: Madison Lifestyle District – Phase I Parking Garage Construction Manager as Constructor (CMc) Services To Whom it May Concern: F.A. Wilhelm Construction Co., Inc. (Wilhelm) is excited to propose serving as the Construction Manager as Constructor (CMc) for the City of South Bend's Madison Lifestyle District – Phase I Parking Garage. This transformative development will bring additional multi-family housing units, a hotel, retail space, and a 660-space parking garage to support Memorial Hospital and the City of South Bend. Wilhelm brings over 100 years of construction experience and is ranked as the #1 Contractor in Indiana by Engineering News- Record (ENR) and as one of the largest contractors in the nation (ENR #54), with annual revenue exceeding $2 billion. Wilhelm is uniquely equipped to meet the challenges of this project. We understand the intricacies of building in active and vibrant downtown settings and are committed to leveraging our local relationships, providing schedule certainty, and applying our parking garage expertise to meet or exceed the City of South Bend’s goals. These include ensuring a high-quality project that is delivered on time and within budget. Local Relationships: We recognize the City’s commitment to supporting local labor on this project. Having worked extensively in the South Bend area, we are highly familiar with the subcontractor base in St. Joseph County and have established strong working relationships with the local unions. Specifically, we will leverage our relationship with the St. Joe Valley Building Trades to conduct outreach and encourage local firms to submit bids. Schedule Certainty: As the City of South Bend prepares to begin construction on this development, executing project milestones will be critical for future phases of construction. By working collaboratively with all project stakeholders throughout the design and construction phases, Wilhelm provides the schedule certainty necessary for this important project. Our successful track record of on-time or early completion of similar projects (including punch list completion and closeout) demonstrates our reliability. Parking Garage Expertise: We specialize in constructing parking structures, offering innovative and efficient solutions for safe and reliable facilities. With a deep understanding of the critical role parking structures play in urban development, we are dedicated to delivering projects that optimize space, functionality, and user experience. We also recognize the importance of collaboration with developers, architects, urban planners, and city officials. Our team actively engages in discussions to understand the specific urban context and parking needs, ensuring our designs maximize utility and contribute positively to the surrounding environment. We look forward to further discussions and to partnering with the City of South Bend and the other stakeholders on this exciting project. Our team is ready and committed to putting our experience, relationships, and resources to work for you. Sincerely, Mitch Davison Operations Manager F.A. Wilhelm Construction Co., Inc. P 317.538.0868 E MitchDavison@fawilhelm.com FAWILHELM.COM 3914 PROSPECT ST. INDIANAPOLIS, IN 46203 317.359.5411 2THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE PROPOSAL RESPONSE 1. Firm Background, Team & Experience ...................................................................................................................................................... 3 2. Project Approach ............................................................................................................................................................................................. 21 3. MBE & WBE Participation .............................................................................................................................................................................. 24 4. Project Costs ..................................................................................................................................................................................................... 25 Non-Collusion Non-Debarment Affidavit Non-Iran Form Certificate of Insurance & Bonding Acknowledgment of Addenda TABLE OF CONTENTS 3THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE 1. FIRM BACKGROUND, TEAM & EXPERIENCE HISTORY F.A. Wilhelm Construction was founded in 1923 and expanded into a general contracting role by 1937. The company grew further in 1940 and broke into the healthcare, higher education, and commercial markets by 1941. Achieving $100 million in revenue by 1950, we continued our Midwest expansion throughout the 1950s. Significant projects in the 1960s included various Indiana high school builds and the Indiana War Memorial steps in 1964. We also constructed IU Assembly Hall in 1972 and named Tippy Wilhelm as president in 1974. In 1983, we performed concrete work on the Hoosier Dome and expanded into new markets throughout the mid-80s. Our affiliate companies were also established during this time. The 1990s saw numerous contributions to Indianapolis landmark projects, and by 1991, we had reached $500 million in revenue. Phil Kenney was appointed president in 2001, and the company completed its first design-build project in 2007. During the 2010s, the company expanded further into the Midwest, achieving $1 billion in revenue by 2021. We expanded into North Carolina in 2022 and celebrated our 100th anniversary in 2023. OUR MISSION People are the foundation for F.A. Wilhelm’s (Wilhelm) quest for innovation and continual pursuit of excellence. Since 1923, our passionate, creative people have led and challenged the construction industry to build safely, build responsibly, build with the highest integrity – and to build together. Today, nearly a century later, Wilhelm provides expansive construction value through flexible delivery methodologies including construction management, design-build, general contracting, integrated project delivery and trade specialty contracting services. As one of the largest employers of construction labor in the Midwest, we specialize in managing, developing, and delivering sustainable, effective spaces and places where people live, learn, work, play, discover, and heal. The critical key to our success and longevity is our commitment to people. From clients, project stakeholders, employees, to industry peers, subcontractors, and vendors, to site visitors, and passersby, Wilhelm’s culture centers on relationships and helping others. We are honored to be part of the many buildings and structures showcasing the strength, passion, and endurance of the human spirit. From complex new and renovation projects for healthcare, commercial, higher education, life sciences, industrial, manufacturing, public works, power and parking facilities, Wilhelm understands the spaces and places we build today are the foundation for everyone’s future. Francis A. Wilhelm was a man who established our firm because of a dream to build better buildings and a better life for his family and community. This is still the Wilhelm way. Our enduring reputation for honesty, integrity and industry-leading quality has been built by generations of employees driven to do their best for our communities each and every day. LEADERSHIP STRUCTURE PHILIP G. KENNEYPresident F.A. Wilhelm Construction Company JEREMY AYRESExecutive Vice President Construction Administration Operations Staff CHRIS WILHELMExecutive Vice President Construction Operations Safety Personnel Quality Personnel Shops Field Staff BRITTNEY TURNERChief Financial Officer Accounting Administration Human Resources Soft Flooring Carpentry PAT KENNEYVice President ANDY LOCKVice President Preconstruction Services Estimating Staff Preconstruction Managers Virtual Design Construction & BIM STEVE SNYDERVice President Information Technology Network Admins Support Technicians MIKE BERRISFORDVice President ConstructionManagement MATT COMPARATOVice President Corporate Marketing Marketing DOUG GEBHARDTVice President Business Development MOLLY BURNSVice President Business Development Business Development Managers DAN WAUGHVice PresidentSelf Performance INDUSTRY AWARDS • American Concrete Institute - Multiple Projects • Indy Chamber Monumental Awards - Multiple Projects • ISA Project of the Year Award - Multiple Projects • CCS Safety Achievement Award - Multiple Projects • AIA Indiana Healthcare Design Award • US Tier 2 Supplier Diversity Award - Multiple Projects • Top Notch Indiana Awards - Multiple Projects • Associated Builders and Contractors, Inc. Award in Excellence EMPLOYEES 4,000 2023 REVENUE $2 B 4THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE 1. FIRM BACKGROUND, TEAM & EXPERIENCE PRECONSTRUCTION JOHN ANYANWU Project Engineer MITCH DAVISON Project Executive ERIC PALUZZI Project Manager CONSTRUCTION CORPORATE RESOURCES KRIS IDLEWINE Superintendent DOUG MIRR Safety Coordinator JOSH AGEE QA / QC Manager PHIL KENNEY President DOUG TAYLOR Corporate Safety Director CRAIG KNICKERBOCKER Director of Project Controls RYAN DECKER Corporate QA Manager JP JONES Estimator TYLER BLANK Preconstruction Manager PROJECT TEAM ORGANIZATIONAL CHART 5THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE MITCH DAVISON PROJECT EXECUTIVE YEARS OF EXPERIENCE 33 EDUCATION B.S. - Building Construction Management, Purdue University TRAINING/ CERTIFICATION OSHA 30-Hour PROFESSIONAL AFFILIATIONS Board of Directors and Vice President of AGC of Indiana Purdue Construction Advisory Council Ivy Tech Construction Advisory Board Member Trustee for Indiana/Kentucky/Ohio Regional Council of Carpenters Joint Apprenticeship Training Fund • Corporate responsibility for the performance of the project team at both the home office and on-site • Provides leadership, experience and technical expertise • Anticipates and resolves construction issues • Ensures client expectations are met • Resource allocation and daily communication with project leadership to facilitate on time, within budget project delivery PROJECT EXPERIENCE Four Winds Resort and Casino Pokagon Band of Potawatomi Indians | South Bend, IN Wilhelm Construction served as the Construction Manager for a new 24-story hotel tower which included a full-service space, event arena, conference rooms, meeting rooms, Five-Diamond Spa & Resort, rooftop pool deck, bar, and grill. Additionally, project scope included a 43,000 SF gaming expansion that is connect between the new hotel and the existing casino. Commerce Center Mixed-Use Project Commerce Center Development | South Bend, IN This project consisted of a GMP contract for the construction of an underground parking structure with a mixed use building on top of it. Wilhelm was responsible for the core and shell. Westville Correctional Facility State of Indiana, Dept of Administration | Westville, IN The Westville Correctional Facility will consist of approximately 4,000 beds in a combination of maximum, medium, and minimum security. Correctional facilities will include space for administrative functions, program services, security, medical, food services, recreational, and facilities management. Elanco Global Headquarters Elanco | Indianapolis, IN New 220,000 SF, six-story, glass-faced global headquarters office structure on 40 acres. This multi-use collaboration building was designed to flex according to needs including a destination for major global customer events and scientific meetings. JW Marriott Convention Center Headquarters Hotel, Inc. | Indianapolis, IN Wilhelm served as the concrete and masonry contractor on this 34-story hotel in the heart of Downtown Indianapolis. Scope also included a parking garage. 1. FIRM BACKGROUND, TEAM & EXPERIENCE 6THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE TYLER BLANK PRECONSTRUCTION MANAGER • Overall Responsibility for the performance of the preconstruction services team. • Provides team leadership, experience and technical expertise. • Ensures complete and accurate bids and estimates are produced. • Resource allocation and daily communication with project leadership to facilitate on- time completion of deliverables. • Coordination and supervision of trade/subcontractors. PROJECT EXPERIENCE 1. FIRM BACKGROUND, TEAM & EXPERIENCE YEARS OF EXPERIENCE 17 EDUCATION B.S. - Business Administration, Ball State University TRAINING/ CERTIFICATION Primavera Microsoft Project On Screen Agtek Revit Navisworks AutoCAD Sage Timberline Hums Elementary School School City of Mishawaka | South Bend, IN Wilhelm is under contract to construct a new, $38 million elementary school, which will feature traditional classrooms with doors, improved safety measures, and enhanced drainage systems to prevent flooding. The project is slated to begin in 2025, with the goal of opening the new school by fall 2027. Civic Square Garage Carmel Redevelopment Commission | Carmel, IN This new 96,000 SF, 3 story parking garage features 24/7 parking with 303 parking spaces and is near shopping and dining. This technologically advanced garage includes electric vehicle charging stations, solar panels on the roof, and a digital counter to display occupancy. CJC Parking Garages Indy Penn Center, LLC | Indianapolis, IN This new 15-story hotel will be 208,000 sf with 316 hotel rooms and is located in the heart of downtown Indianapolis at Pennsylvania and Georgia Streets. Accompanying the hotel will be an 8-level 382 space parking garage located to the north of the hotel with a pedestrian connector. IU Health Goodman Hall/ Neuroscience Center & Parking Structure Landmark Healthcare Facilities, LLC. | Indianapolis, IN Innovative facility bringing the expertise of research, testing and diagnostics, and treatment therapies together for unrivaled neurological care. The project includes a state-of-the-art, five story neuroscience center, a six-level parking structure, and an elevated pedestrian walkway spanning 16th Street. This project is LEED Gold Certified. University of Kentucky Mixed Use Parking Structure Signet UK Parking, LLC. | Lexington, KY Re-imaging a critical piece of the University of Kentucky’s property, the Mixed-Use Parking Structure will make progress on the University’s Transportation Master Plan as well as serving the needs of students, faculty and staff. This new six-story facility encompasses 903 parking spaces and 15,000 SF of mixed-use space. 7THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE JP JONES ESTIMATOR • Overall Responsibility for the performance of the preconstruction services team • Provides team leadership, experience and technical expertise • Ensures complete and accurate bids and estimates are produced • Resource allocation and daily communication with project leadership to facilitate on- time completion of deliverables • Coordination and supervision of trade/subcontractors PROJECT EXPERIENCE 1. FIRM BACKGROUND, TEAM & EXPERIENCE YEARS OF EXPERIENCE 17 TRAINING & CERTIFICATIONS OSHA 30-Hour Hums Elementary School School City of Mishawaka | South Bend, IN Wilhelm is under contract to construct a new, $38 million elementary school, which will feature traditional classrooms with doors, improved safety measures, and enhanced drainage systems to prevent flooding. The project is slated to begin in 2025, with the goal of opening the new school by fall 2027. Project Greenlight Confidential Pharmaceutical Client | Bloomington, IN Wilhelm is the construction manager for this state-of-the-art 150,000 SF building that will house two high-speed automated isolator syringe fill lines and a new high speed isolator vial line equipped with three 30 square meter lyophilizers. Each process suite in the new building will be fitted with dedicated formulation/compounding rooms. The expansion will also include the addition of a dedicated clinical line equipped to support our growing development/clinical business. This line will utilize existing facility infrastructure. PREVIOUS EXPERIENCE Carmel High School Casework Hamilton County School Board | Carmel, IN Carmel High School was wanting to upgrade their display areas in one of the corridors. The scope of this project included constructing 8-foot tall custom display cabinets with glass panel cutouts on each side. LED lights were placed on the inside of the units. In addition to this work, a new reception desk was also constructed with an automatic lift system for the countertops. Indiana Members Credit Union Renovation IMCU | Carmel, IN This project consisted of a remodel to the IMCU lobby and teller desks in Carmel, and the bank did not close during construction. Custom casework was installed along with quartz and solid surface countertops throughout the space. 8THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE ERIC PALUZZI PROJECT MANAGER • On-site management to ensure successful, safe and timely completion • Supervises jobsite staff • Implements policies and procedures • Makes on-site day-to-day decisions regarding cost analysis and budget control, scheduling, quality and safety • Oversees project management operations • Monitors all reports for timeliness and accuracy • Maintains communications with owners, architects, and trade/subcontractors • Coordination and supervision of trade/subcontractors PROJECT EXPERIENCE 1. FIRM BACKGROUND, TEAM & EXPERIENCE YEARS OF EXPERIENCE 8 EDUCATION B.S. - Mechanical Engineering, IUPUI TRAINING/ CERTIFICATION OSHA 30-Hour OSHA 10 Hour Adult CPR/AED Rough Terrain Forklift Safety Course Plangrid Procore Bluebeam Revu P6 Scheduling Four Winds Gaming Resort Phase I Pokagon Gaming Authority | South Bend, IN The Pokagon Band of Potawatomi Indians developed 164 acres for this new entertain- ment project. Wilhelm served as construction manager for Phase I, a new casino includ- ing gaming space, five restaurants, three bars, retail shops and an employee dining room. This project also included site utilities, roadways, and a large parking garage that was constructed ahead of schedule and within budget. Four Winds Gaming Resort Phase II Pokagon Gaming Authority | South Bend, IN The new 24-story hotel tower will include full service space, event space, conference rooms, meeting rooms, roof-top pool, bar, and grill. Additionally, there will be a gaming expansion of 8,500sf that will have a connector between the new hotel and the existing casino. Wilhelm Construction served as the Construction Manager. Four Winds South Bend Poker Room Pokagon Gaming Authority | South Bend, IN This project was estimated around $1.1M and occupied an area of 3,000 SF. This was a challenging project due to the quick timeline of construction and maintaining a clean and open casino experience outside the construction zone. The work was completed on time and under budget. Four Winds New Buffalo Butcher Shop Pokagon Gaming Authority | New Buffalo, MI This project was estimated around $1.2M and occupied an area of 2,100 SF. The project was challenging as Wilhelm took over in the early stages of construction from a previous CM. Westville Correctional Facility State of Indiana, Dept of Administration | Westville, IN The Westville Correctional Facility will consist of approximately 4,000 beds in a combination of maximum, medium, and minimum security. Correctional facilities will include space for administrative functions, program services, security, medical, food services, recreational, and facilities management. 9THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE JOHN ANYANWU PROJECT ENGINEER • Review plans and other technical documents • Assist in the development of cost estimates • Monitor costs and project progress • Maintain control of all project documentation • Create, manage and track RFI’s from the field • Coordinate project change-order management • Assist the project team with site safety documentation and coordination • Assist the project team with closeout of the project PROJECT EXPERIENCE 1. FIRM BACKGROUND, TEAM & EXPERIENCE YEARS OF EXPERIENCE 6 EDUCATION M.E. Engineering - University of Notre Dame B.S. - Civil and Structural Engineering, Federal University of Technology (Owerri, Nigeria) TRAINING/ CERTIFICATION OSHA 30 Hour Westville Correctional Facility State of Indiana, Dept of Administration | Westville, IN The Westville Correctional Facility will consist of approximately 4,000 beds in a combination of maximum, medium, and minimum security. Correctional facilities will include space for administrative functions, program services, security, medical, food services, recreational, and facilities management. PREVIOUS EXPERIENCE Civil Engineering Project Manager Empire Construction | Nigeria • Constructed a shopping complex at Eneka Junction, Port-Harcourt, Nigeria • Constructed two residential homes in Eneka, Port-Harcourt. • Constructed several rental apartments in Port-Harcourt, Nigeria. • Integrated known material stress factors into construction plans to ensure safe and durable buildings and infrastructure. • Estimated quantities & material costs during project planning to support budgeting. • Monitored contract work execution for compliance with design plans and specifications. Project Engineer ITB Nigeria, Ltd. | Nigeria • Interpreted civil engineering drawings and identified solutions to errors. • Calculated and oversaw concrete deliveries and volumes. • Maintained a safe work environment and supervised on-site crews. • Provided daily and weekly feedback and reports using Microsoft Excel. • Developed project specifications and conducted soil tests (CBR, compaction, direct shear) for the Eko Atlantic City project. 10THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE KRIS IDLEWINE SUPERINTENDENT 1. FIRM BACKGROUND, TEAM & EXPERIENCE KRIS IDLEWINE SUPERINTENDENT YEARS OF EXPERIENCE 18 TRAINING/ CERTIFICATION OSHA 30-Hour • Supervision and control of all construction activities • Coordinates and schedules trade/subcontractors and suppliers • Monitors performance to ensure that work is performed correctly and on-time • Oversees project quality control and safety program PROJECT EXPERIENCE Marion County Forensics and Coroner’s Office City of Indianapolis | Indianapolis, IN Complete new construction of 80,000 SF Forensics and Coroner’s office building located on the Marion County Community Justice campus. Marion County Community Justice Center Courthouse City of Indianapolis | Indianapolis, IN Indianapolis’ new Community Justice Campus is a 140 acre, $575 million project designed for reform and treatment to the City’s justice programs. Facilities included a 3,000-bed jail, a 5-level courthouse, a 3-level sheriff’s office, and an assessment and intervention center. Wilhelm was the Design-Build construction lead for the Civil and Criminal Courthouse, and completed tradework on the jail facilities and assessment and intervention center. Project Bolts Amazon, Inc. | Union, OH Standing five stories tall, this state-of-the-art facility was designed to accommodate cutting-edge material handling and product retrieval systems. DII3 Warehouse Renovation Amazon Inc. | Indianapolis, IN This project consisted of renovating an existing warehouse to turn it into an Amazon Inc. distribution center in Indianapolis, IN. Size of the project was 515,334 SF with an expedited schedule. IU Health Indiana University Health | Indianapolis, IN Fourteen-phase renovation project that included a Bone Marrow Transplant suite, Chemotherapy Pharmacy, and ERCP suite that occupies approximately 25,000 SF of space. Renovations were all completed in a fully occupied facility, incorporating numerous communications with various levels of the organization. 11THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE DOUG MIRR SAFETY COORDINATOR • Manage the site safety program • Manage the coordination of jobsite safety with trade/sub contractors • Manage the monitoring and enforcing of compliance with applicable safety regulations and programs • Manage the recording or compiling of all required documents on accident reports, investigations, or any violations PROJECT EXPERIENCE 1. FIRM BACKGROUND, TEAM & EXPERIENCE YEARS OF EXPERIENCE 19 EDUCATION A.S. - Business Administration, Indiana University TRAINING/ CERTIFICATION OSHA 510 and OSHA 500, 502 Train the Trainer FEMA certified Hazardous commu- nication training/ Hazmat. DOT 181 HM material handling and packaging certification Confined Space and scaffolding certified Industrial Hygiene Air monitoring, sampling, and documenting for Lead and Asbestos Abatement Engineering of mechanical ven- tilation of confined spaces and environmental analysis Certified Environment Specialist Excavation and Trench suspended scaffolding Certified Competent Person OSHA horizontal 29 CRF1910 and vertical 29 CRF 1926 background and competency Red Cross First Aid/ CPR/AED train- ing and Blood Borne Pathogens certification Certificate in Occupational Health & Safety, Columbia Southern Uni- versity Riverfront at Promenade Park Barrett and Stokely, Fort Wayne, IN Currently under construction is the Riverfront at Promenade Park which is a mixed-use project that builds off the momentum of the City of Fort Wayne’s riverfront development. This development provides nearly 230 residential apartments, a 900-car parking garage, office, and retail space along the St. Mary’s River directly across the street from the city’s newest riverfront park, Promenade Park. There is approximately 30,000 square feet of office space and nearly 15,000 square feet of retail space. The garage was turned over for occupancy in January of 2022 and the apartments and commercial space are expected to be complete in early 2023. Wilhelm is the GC for this project and self-performing the concrete and masonry packages. PREVIOUS EXPERIENCE Thomson Hydro Dam and Power Thomson, MN Renovation and refurbishing of 120-megawatt Hydroelectric Plant Built in 1907, 90-million-dollar renovation on 2 miles of underground Penstock piping, 4 Turbines, Electric Plant facility, Dams and gates after an historic 150-year flood. Over saw the confined space, lead abatement, and health and safety of the renovation. Flat Iron Condo Miami, FL Part of the safety team of the 736 feet tall, 64 story Condo with 527 units and retail downtown Miami. Port of Miami Miami, FL Shell and mason Safety manager on construction of the New Royal Caribbean Cruise Terminal and Carnival Cruise Terminal located at the Port of Miami. Each terminal is capable to handle the Largest ships in the world and have the capacity to move 36,000 people a week. 12THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE JOSH AGEE QA/QC MANAGER • Developing, executing, and implementing the Quality Control program for all construction activities • Managing the quality control team • Working with the General Superintendent to ensure that the quality of the work installed meets the requirements of the contract documents PROJECT EXPERIENCE 1. FIRM BACKGROUND, TEAM & EXPERIENCE YEARS OF EXPERIENCE 15 EDUCATION B.S. - Construction Engineering Management Technology, IUPUI LICENSES Level 2 Unbonded PT Inspector TRAINING/ CERTIFICATION OSHA 30 Hour ACI Concrete Construction Special Inspector ACI Concrete Field Testing Technician Grade 1 ICC Reinforced Concrete Special Inspector Civic Square Garage Carmel Redevelopment Commission | Carmel, IN This new 96,000 SF, 3 story parking garage features 24/7 parking with 303 parking spaces and is near shopping and dining. This technologically advanced garage includes electric vehicle charging stations, solar panels on the roof, and a digital counter to display occupancy. Ascension St. Vincent Health Parking Garage Ascension St. Vincent | Indianapolis, IN New design-build parking garage and surface lot with 1200 spaces for St. Vincent Hospital guests. The exterior facade includes metal panel fins, masonry and glass curtain wall at the stair towers. The Corner Garage Buckingham | Carmel, IN A mixed-use project include apartments and retail space. It is located at 116th Street and Range Line Road. The parking garage has 364 spaces. Hyatt House & Hyatt Place Hotel & Parking Structure Indy Penn Center LLC. | Indianapolis, IN This new 15-story hotel will be 208,000 sf with 316 hotel rooms, and is located in the heart of downtown Indianapolis at Pennsylvania and Georgia Streets. Accompanying the hotel will be an 8-level 382 space parking garage located to the north of the hotel with a pedestrian connector. Carmel Midtown Development Midtown East Block I, LLC. | Carmel, IN Midtown Development is an integrated municipal mixed-use campus housing office/ corporate, residential, retail, and parking amenities in Carmel, IN. The team has been actively engaged providing pre-development, preconstruction and construction coordination Preliminary site development including site design, building locations, access points, vehicular and pedestrian pathways, and planning and programming design-assist. 13THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE 1. FIRM BACKGROUND, TEAM & EXPERIENCE LAFAYETTE PUBLIC SAFETY CENTER & GARAGE CITY OF LAFAYETTE, IN | LAFAYETTE, IN DELIVERY METHOD Construction Manager as Constructor (CMc) PROJECT SIZE 238,000 SF PROJECT COST $55,000,000 COMPLETION 2023 PROJECT SIMILARITIES Public CMc Parking Garage Urban Construction In partnership with Kettelhut Construction, Wilhelm was the Construction Manager for a new public safety building and parking garage located in downtown Lafayette. The project includes a 110,000 SF police station and a 500-600 car parking garage dedicated to city staff, police vehicles (including Sally port), and the public. With a continued focus on public spaces that serve the community, the site has a green space between the parking garage and safety building for events, meetings, and public gatherings. The new building provides the police with new technologies which will allow them to have more time for community involvement and policing. 14THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE 1. FIRM BACKGROUND, TEAM & EXPERIENCE 4TH STREET PARKING GARAGE BLOOMINGTON REDEVELOPMENT COMMISSION | BLOOMINGTON, IN The 4th Street Parking Garage is the first garage in Indiana designed and built to achieve the “Parksmart” certification, based on compliance with guidelines that reduce environmental impact, increase energy efficiency and performance, and manage parking spaces efficiently. The garage features solar panels and electric vehicle charging stations. Wilhelm served as the Construction Manager for the project, including decommissioning of the former 4th Street Garage, strategic planning of the new garage, and construction of the new facility. Additional scope included preconstruction services comprising of budgeting through design phases, value engineering, constructability reviews, scheduling, quality control management, and safety planning. DELIVERY METHOD Construction Manager as Constructor (CMc) PROJECT SIZE 145,800 SF PROJECT COST $15,000,000 COMPLETION 2020 PROJECT SIMILARITIES Public CMc Parking Component Urban Construction 15THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE 1. FIRM BACKGROUND, TEAM & EXPERIENCE PROFESSIONAL & JUDICIAL PARKING GARAGES CITY OF INDIANAPOLIS, IN | INDIANAPOLIS, IN Construction of two multi-level parking structures adjacent to the existing justice center complex. These new facilities provide secure parking for up to 500 vehicles, addressing current congestion issues and improving accessibility for staff, visitors, and service vehicles. The project aims to enhance operational efficiency and safety while integrating sustainable construction practices to minimize environmental impact. DELIVERY METHOD Design Build PROJECT SIZE 330,000 SF (Professional) 105,000 SF (Judicial) PROJECT COST $28,151,000 COMPLETION 2023 PROJECT SIMILARITIES Parking Garage Urban Construction 16THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE 1. FIRM BACKGROUND, TEAM & EXPERIENCE GRAND JUNCTION PLAZA CITY OF WESTFIELD, IN | WESTFIELD, IN In response to a significant flood event that inundated the town, increased vulnerability from escalating climate change events, and an aspiration for recognition as a design-forward town, the City of Westfield, Indiana, has overlaid strategic infrastructure with communal purpose to create a socially purposeful, environmentally resilient, and inclusive park focused on human engagement. A new park was created for the citizens of Westfield and their friends around which downtown development will grow. The Wilhelm design team worked with the Army Corps of Engineers, Indiana Department of Environmental Management (IDEM) and the Hamilton County Drainage Board on the remediation of the stream central to the site and to tie it into the regional stormwater mitigation system. This critical work allowed for the design of the park to incorporate access to the Grassy Branch Creek once more— an opportunity lost in Westfield’s history but something for which the City was once known. The Grand Junction Plaza consists of several unique and accessible areas: an amphitheater and gathering place for festivals, concerts and special events; a café; jet fountain; an ice-skating rink (winter); a hardscape festival boulevard; and a one-of-a-kind playground and nature area for recreation and relaxation. DELIVERY METHOD Construction Manager as Constructor (CMc) PROJECT SIZE 340,000 SF PROJECT COST $35,000,000 COMPLETION 2021 PROJECT SIMILARITIES Public CMc Urban Construction 17THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE 1. FIRM BACKGROUND, TEAM & EXPERIENCE NORTHWEST INDIANA CORRECTIONAL FACILITY STATE OF INDIANA, DEPARTMENT OF ADMINISTRATION | WESTVILLE, IN The 1,440,000 SF facility will replace two existing facilities – the Westville Correctional Facility in LaPorte County and the nearby Indiana State Prison in Michigan City. The joint venture Build Westville combines the skills of F.A. Wilhelm Construction, Granger Construction, and Garmong Construction. The new facility is being constructed on 80 acres south of the existing facility and, when complete, will comprise about 90-acres. In addition to being the largest and best designed prison in Indiana, the new facility is also the first recipient in the country to earn a Green Prisons Award for sustainability. DELIVERY METHOD Construction Manager as Constructor (CMc) PROJECT SIZE 1,440,000 SF PROJECT COST $1,200,000,000 COMPLETION 2026 PROJECT SIMILARITIES Public CMc 18THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE 1. FIRM BACKGROUND, TEAM & EXPERIENCE INDIANAPOLIS ANIMAL CARE SERVICES SHELTER INDPLS. DEPT. OF BUSINESS AND NEIGHBORHOOD SERVICES | INDIANAPOLIS, IN The new Indianapolis Animal Care Services offers much needed resources for our animals with administrative offices, detached barn, and outdoor space. This new shelter will be approximately 70,500 SF with an additional 7,025 SF under roof for the indoor/outdoor kennels. The building will accommodate Cat Adoption, Dog Adoption, Training, Vet Services, Surrender, Enforcements, Administration, kennels, and Building Services with additional outdoor areas for a Public Dog Park, Adoption Center Play Area, and other support areas. It will be constructed on a portion of a 24-acre parcel currently being transferred to the City of Indianapolis. Exterior construction type is expected to be precast panel 70% of the building and the remaining exterior wall construction is conventional steel frame with metal stud. DELIVERY METHOD Construction Manager as Constructor (CMc) PROJECT SIZE 77,000 SF PROJECT COST $30,000,000 COMPLETION 2026 PROJECT SIMILARITIES Public CMc 19THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE 1. FIRM BACKGROUND, TEAM & EXPERIENCE JONATHON NAIL Director of Public Works City of Westfield jnail@westfield.in.gov 317.804.3150 Grand Junction Plaza DENNIS CARSON Director of Economic Development City of Lafayette dcarson@lafayette.in.gov 765.807.1090 Lafayette Public Safety Building DEB KUNCE Senior Vice President JS Held LLC dkunce@jsheld.com 317.447.5531 16Tech Garage ADDITIONAL PARKING EXPERIENCE REFERENCES Ascension St. Vincent Garage Carmel Civic Square Garage The Corner Garage (Carmel) Hamilton County Parking Garage UK Mixed-Use Parking Garage 20THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE National Average is 1.0 2020 201920222023 1.20 1.491.130.81 2021 0.87 On-going continual improvement and training Total Recordable Incident Rate Total Recordable Incident Rate metrics track accidents requiring medical attention. Wilhelm’s safety culture and continual safety training are the reasons we out perform the industry with regard to low recordable rate averages. F.A. WILHELM CONSTRUCTION SAFETY RECORD With one of the industry’s best safety records, Wilhelm’s dedication to safe practices is a direct reflection of our lifelong commitment to our people. Our integrated approach focuses not only on you and your employees, as well as our employees, but also on each person in and around our job sites including visitors and other trade contractors. Safety begins at the top. Management provides the resources and policies, and reinforces our mission so safety is instilled in everyone. Company president, Phil Kenney is actively involved in our company safety program in written communications, training, meetings and helping with inspections to assure the company is backing up ALL safety policies and procedures. The Corporate Safety Director oversees safety programs and reports directly to the company president. The Corporate Safety Director is responsible for advising management, superintendents, and foremen on relevant regulations and practices concerning safety and health, and together, they ensure this information is communicated throughout our workforce. At Wilhelm, safety is incorporated into everything we do. 2021 202020232024 0.61 0.460.550.48 2022 0.61 2020 201920222023 0.16 0.170.000.10 2021 0.18 Established safety plans and protocols keep our job sites secure for everyone Experience Modification Rate (EMR) Experience Modification Rate is established by the insurance industry reflecting a company’s safety performance relative to all others. An EMR below 1.0 is considered acceptable an excellent safety performance. Lost Time Accident (LTA) Lost Time Accident is a workplace injury requiring missed work. Wilhelm’s LTA is well below the industry average showcasing our unwavering commitment to safety. 1. FIRM BACKGROUND, TEAM & EXPERIENCE 21THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE 2. PROJECT APPROACH LOCAL PARTICIPATION We recognize the City’s commitment to supporting local labor on this project. Having worked in the South Bend community for the past 15 years, we are very familiar with the subcontractors in St. Joseph County and have a strong working relationship with the local unions. We will leverage our relationship with the St. Joe Valley Building Trades for outreach to ensure we encourage local firms to submit bids. To ensure the highest standards, all potential bidders will undergo a prequalification process. We will pay particular attention to the qualifications of potential MEP contractors. Our strategy to encourage competitive bids from qualified contractors includes transparency, rigorous evaluation, and active outreach. By adhering to these principles, we will create a competitive bidding environment that attracts high- quality contractors, ultimately leading to the successful completion of your construction project. E-VERIFY AFFIDAVITS Wilhelm agrees to participate in the E-Verify Program. All of our subcontractor agreements require e-verification for all those working on the construction site. FAIR BIDDING PROCESS Wilhelm has worked for numerous public entities including the State of Indiana, City of South Bend, other cities, towns, and counties as well as public K-12 schools and universities. We have a strong understanding of public bid laws as a Construction Manager as Constructor. If selected, we will follow all public bid laws in accordance with IC 5-32 including advertisement, outreach events, public bid opening, evaluation and scope review. Ensuring a fair bidding process is crucial for transparency and trust. We are familiar with City’s Responsible Bidder’s Ordinance and will comply with it on all self-perform work and first-tier subcontractors. Our team can self-perform several different types of work. Our ability to self-perform provides extensive value to our clients as it gives us control of schedule, cost, and quality. During preconstruction, in-house resources specializing in individual construction trades provide more detailed and accurate estimates. During construction, these same resources serve as bidders, advisors, and backup labor in the event of unforeseen issues. Per the public CMc statute, Wilhelm is allowed to self-perform up to 20% of the project if we are the low bidder and believe it will best serve this project. Specifically, for this project and the 20% self-perform limitation, Wilhelm anticipates bidding on demolition, concrete, masonry, and steel. The bid process for all bid packages that Wilhelm proposes to self-perform would be handled in a manner consistent with other scopes of work on the project. Wilhelm will secure a minimum of three bidders for the associated scope of work. Wilhelm would provide our quote for those scopes 24 hours in advance of the bid due time of the other subcontractors in a sealed envelope to the City. Bid reviews will then occur in partnership with the City and the lowest qualified bidder will be contracted. If Wilhelm were to be the low-qualified bidder, we would issue a subcontract for that scope of work to our self-perform division to manage similarly to other subcontractors on the project. SUSTAINABILITY Wilhelm has worked with many clients on incorporating sustainable elements into the design and construction of their projects. During the design process, our team will work with the owner and designer to incorporate sustainable components into the project. We also seek opportunities to continue sustainability during the construction phase. Additionally, Wilhelm employs several concrete experts who constantly seek out innovative products, materials, means, and methods. Our experts can assist the project team with designing a garage that reduces environmental impact and maintenance costs while improving the longevity of the garage. 22THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE GUARANTEED MAXIMUM PRICE SIGNIFICANT AND TIMELY INPUT DURING EACH PHASE GMP development and timing is as customizable as is the culture and experience of individual facilities. Many key factors unique to each project determine the “sweet spot” for timing of GMP alignment. Some of the integrated components impacting GMP development and timing are: project funding structure, level of design, complexity of project, availability of select and specialty materials, comfort level of owners and designers, and the number and type of project unknowns. TIMING OF GMP Our team believes the proper timing to establish the GMP is best determined by the needs and constraints of the project itself. GMP considerations must meet the client's needs and requirements based on the project funding structure. Effective timing also requires design team comfort and agreement with the phased completion of the project design and the construction document delivery dates. The owner’s and designers’ needs, coupled with the Construction Manager-as- Constructor’s (CMc’s) confidence in budget estimates creates a natural window of opportunity for finalizing a GMP. Successful project outcomes stem from teamwork and consensus. Our project leaders engage the team to establish a collective GMP decision. CONTINGENCIES During project development, the team assigns contingencies to the budget based on the level of design. The contingency for design development is typically reduced to 5% as the systems have been selected, finishes identified, and draft specifications provided. During the procurement phase our team conducts extensive scope reviews with potential subcontractors to eliminate scope gaps and estimate/budget unknowns. Following procurement, the construction contingency is typically reduced to 3% and the contract is amended to a Guaranteed Maximum Price. Allowances are developed for materials, equipment, and other items not specified at the time of the GMP development. PROOF IS IN THE RESULTS Projects are tracked through Viewpoint (a comprehensive financial management software system) with complete transparency provided to the client and project stakeholders. Projects each have a separate job number, cost reports, labor reports, schedules, etc. Internal GMP amounts within the contract roll up into a single GMP. Interval reports showing combined and separate accounting as warranted with on-demand access available as requested. For auditing and general review purposes, the client will always have remote access to the cost reports. Methods for establishing the GMP, however, as noted in our opening statement, we fully understand each design and schedule progresses differently and that project outcomes are best served by flexibility and teamwork. PROJECT SCHEDULE As your preconstruction partner, Wilhelm will ensure the project is delivered in a safe and quality manner with the appropriate communications and documentation throughout the construction process. Wilhelm will monitor the overall project schedule including design, procurement, construction, and commissioning activities using P6 Scheduling software and Wilhelm’s Project Scheduling and Controls Department resources. Based on the information in the RFP, we are very comfortable with the schedule listed for design, procurement, and construction. 2. PROJECT APPROACH 23THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE CONTRACT NEGOTIATIONS As noted in Addendum #2, we are familiar with utilizing the AIA A133 document which is a standard form of agreement between the owner and the construction manager. This is a form of contract we use frequently and will have no changes if used as currently written. If the City makes changes to the contract, our attorney will review the changes promptly and respond with questions or suggested changes. We do not anticipate this process taking more than two weeks. COMMUNICATION TECHNOLOGY During the initial project Kick-Off Meeting, Wilhelm will align with the City and Design team on the best software applications to communicate, plan, and execute the project. Below is a list of technology we typically recommend employing on projects, but Wilhelm is open to the use of other software and systems that may integrate well into the team systems. DESIGN INTEGRATION Revit is an industry-leading application including features for both design and construction coordination and integrates well with the project team. Depending on the design software strategy, we will operate within Revit or AutoCAD as applicable to the effort. Navisworks is our application used to integrate and analyze models and is heavily used during Building Information Modeling (BIM) Clash Detection and Coordination efforts. This tool helps project teams coordinate, communicate and resolve conflicts. PROJECT MANAGEMENT Primavera P6 is used to plan and schedule the project as well as monitor productivity of our self-perform and subcontracted work. P6 as a software is only as good as the Team’s ability to communicate and functionally execute the schedule. Procore drastically increases project efficiency and accountability by streamlining and mobilizing project communications and documentation. Real time data and accessibility minimize costly risks and delays. Desktop, web and mobile options allow teams to access critical data at any time. Bluebeam provides solutions for instantaneous and paperless workflow and is used by the project team for communication, transmittals, RFIs, etc. BUDGET AND COST MANAGEMENT Viewpoint Project Management software will be used by the project team to create and administer subcontracts and purchase orders. Viewpoint Project Management software will also be used to track all project cost and construction labor productivity on the project. COMMUNITY & MEDIA ENGAGEMENT If the City is seeking assistance with Community & Media Engagement, Wilhelm’s marketing team is ready to help. We have extensive experience working with municipalities to promote building projects, engage the community during construction, and plan celebratory events such as groundbreaking and topping-off ceremonies. 2. PROJECT APPROACH 24THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE DIVERSE & LOCAL SUBCONTRACTORS: The Wilhelm team is committed to meeting the diversity goals established for this project. Working in the Indianapolis community for 10 decades has allowed our team to establish relationships with several diverse firms as well as the organizations that support diversity in the construction industry. We regularly contract with XBE companies even when there are no requirements from owners, and use this opportunity to foster and mentor those businesses. In 2023, we spent $188M with 143 diverse companies. We also maintain a formal Mentor/Mentee process with a variety of diverse companies. Beginning with preconstruction, and through project development and the procurement process, our team will engage in a Project Specific Diversity Participation Plan and develop a bid strategy specifically for the Heart and Vascular Hospital that will promote success for the diverse community. This strategy will include sizing scopes of work appropriately to engage and encourage the diverse subcontractor and supplier community to participate and be successful on bid day. Given the size of this project, this is a significant opportunity for XBE and local subcontractors to be involved. To maximize participation and interest for subcontractors and suppliers, we would hold several information sessions about the project (in- person and virtual) to inform vendors about the upcoming opportunity and to discuss their capabilities on the project. These meetings will be advertised in the local newspaper, social media, and other diverse organizations (ICR, Mid-States, etc.). Additionally, we will work with any local agencies who support diversity initiatives and workforce development. Through these meetings, we can understand the capabilities of each vendor and tailor bid packages to maximize their involvement. During GMP development, we would once again publicly advertise the project and the bid packages developed through early diverse vendor input. While these packages are initially developed, we would continue to receive input from vendors during the bidding process to “right-size” the work. Once pricing is received, we will summarize and level the scopes of work to ensure a comparable scope from all vendors. This information will be presented to and reviewed with The City of South Bend and the design team. During this process, we will gladly modify our subcontracting plan through discussions with The City of South Bend. Once these local and diverse subcontractors are involved, the Wilhelm team will be responsible for the overall management of their work. However, we will also serve as a resource to ensure their success on this project and develop a strong working relationship that we can carry to other projects. This strategy has been an effective form of diversity engagement on our projects such as the Marion County Assessment & Intervention Center, Eskenazi Hospital, and IU Health Bloomington Regional Academic Health Center. $632 MILLION Spent over the last five years with diverse businesses Award CUMMINS U.S. Tier 2 Supplier Diversity Award $188 MILLION Spent in 2023 with diverse subcontractors and suppliers Eskenazi Health Renovations GOAL: 27% ACHIEVED: 41%Marion Co. Assessment & Intervention Center GOAL: 27% ACHIEVED: 40% 3. MBE & WBE PARTICIPATION 25THE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE 4. PROJECT COSTS Personnel / Items Duration Unit Unit Price Total Cost Project Manager 44 Wks $4,400 $193,600 Superintendent 44 Wks $4,800 $211,200 Safety / Quality Manager / Coordinator 11 Wks $4,000 $44,000 Office Trailer (s)10 Mo $3,000 $30,000 Office Trailer Set-up & Tear Down 1 Lump Sum -$8,000 Office Equipment & Supplies 10 Mo $1,000 $10,000 Phones / Internet / Computers 10 Mo $500 $5,000 Monthly Power for Trailer(s)10 Mo $300 $3,000 Drinking Water 10 Mo $200 $2,000 Total:$506,800 FEE STRUCTURE Proposed CM Fee (expressed as a percentage of cost of the work)2.75% General Conditions (see breakdown below)$506,800 Preconstruction Fee $38,000 Bond Rate 0.51% Corporate General Liability Rate 0.50% *General Condition costs are preliminary and will be updated based on final design and scope. **This pricing does not include General Requirements. ITHE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE NON COLLUSION NON-DEBARMENT AFFIDAVIT NON-IRAN FORM IITHE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE NON COLLUSION NON-DEBARMENT AFFIDAVIT NON-IRAN FORM IIITHE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE NON COLLUSION NON-DEBARMENT AFFIDAVIT NON-IRAN FORM IVTHE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE CERTIFICATE OF INSURANCE & BONDING 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 belowIf 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 HIREDAUTOS ONLY 1,000,000 751148673 751148673 3914 Prospect Street 08/01/24 For Informational Purposes Only 4,000,000 X gayle.andrews@aon.com Exp, Collapse, Undgr 300,000X 37885 Indianapolis, IN 46203 25682 200 E. Randolph 25623 1,000,000 25674 10,000Contractual Liability TRAVELERS PROP CAS CO OF AMER PHOENIX INS CO TRAVELERS IND CO OF CT 4,000,000 XL SPECIALTY INS CO X 2,000,000 10,000,000 For Information Purposes Only 1-312-381-1000 08/01/24 X VTJ-CAP-161D7679-TIL-24 X X 08/01/24 08/01/25 Indianapolis, IN 46203 USA N USA Gayle Andrews D 08/01/25 C 312-381-1000 A X F.A. Wilhelm Construction Co., Inc. US00063497LI24A UB-2N106314-24-25-K VTN-CO-8N803481-PHX-24 2,000,000 08/01/24 B 07/17/2024 2,000,000 08/01/25 X 10,000,000 1,000,000 3914 Prospect Street Chicago, IL 60601 08/01/25 X Chicago Office gandrews Aon Risk Services Central, Inc. X VTHE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE Travelers Bond & Financial Products Construction Services 280 East 96th Street, Suite 300 Indianapolis, IN 46240 Phone: (317)818-0188 (800)284-0960 Fax: (866)216-5980 www.travelersagents.com December 9, 2024 The City of South Bend, Indiana 227 West Jefferson Blvd. South Bend, IN 46601 Re:F.A.WILHELM CONSTRUCTION CO., INC. Madison Lifestyle District-Phase I Parking Garage To Whom It May Concern: We understand that F.A.Wilhelm Construction Company, Inc., is being considered for prequalification. Please be advised that Travelers Casualty and Surety Company of America/Travelers Casualty and Surety Company (herein after referred to as “Traveler s”) have handled all of the bonding requirements for F.A. Wilhelm Construction Company, Inc., for over 30 years. We have confidence in the financial and operations strength of the firm, and are a strong supporter of their total work program .F.A. Wilhelm Construction Company, Inc., has a surety program with Travelers for $250,000,000 per project and aggregate exceeding $1,500,000,000.We are pleased that F.A. Wilhelm Construction Company, Inc., has been awarded this project and we recommend them to you as one of the outstanding contractors in the country. F.A. Wilhelm Construction Company, Inc.,has the ability to provide Performance and Payment Bonds for your project should they be required to do so. Naturally, as is customary within the surety industry, the issuance of any bid or final bonds is always contingent upon a satisfactory underwriting review at the time a request for bonds is made. This review may include, but not be limited to, acceptable terms, conditions, documents, bond forms, and confirmation of an acceptable financing source and payment provision s. It should be understood that any arrangement for surety bonds is a matter strictly between F.A. Wilhelm Construction Company, Inc., and Travelers. We assume no liability to third parties or to you by issuance of this letter. Travelers Casualty and Surety Company of America/Travelers Casualty and Surety Company, members of the Travelers Group, are rated as A++(Superior) with a Financial Classification of XV by A.M. Best Company, appears on the U.S. Treasury Department List of approved sureties and is licensed to conduct business in all fifty states. Should you require any additional information regarding our relationship with F.A. Wilhelm Construction Company, Inc., please contact us at the Louisville, KY address listed below. Sincerely, Thomas J. Mitchell Authorized Surety Representative Arthur J. Gallagher Risk Management Services, Inc. 1601 Alliant Avenue Louisville, KY 40299-6338 (502)415-7000 CERTIFICATE OF INSURANCE & BONDING VITHE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE 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: ACKNOWLEDGMENT OF ADDENDA F.A. Wilhelm Construction Co., Inc. 12-16-2024 12-4-2024 VIITHE CITY OF SOUTH BEND, INDIANA | MADISON LIFESTYLE DISTRICT - PHASE I PARKING GARAGE 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: ACKNOWLEDGMENT OF ADDENDA F.A. Wilhelm Construction Co., Inc. 12-16-2024 12-12-2024 FAWILHELM.COM 3914 PROSPECT ST. INDIANAPOLIS, IN 46203 317.359.5411 BUILDING WHAT MATTERS.