Binder One Commonwealth of Virginia - Montgomery County Public ...

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Binder One Commonwealth of Virginia - Montgomery County Public ...

Binder One

Commonwealth of Virginia

PPEA Conceptual Stage Proposal

Montgomery County Public Schools

Submitted By:

Firstfloor

March 21, 2011


March 21, 2011

Ms. Brenda Blackburn

Superintendent

Montgomery County Public Schools

200 Junkin Street

Christiansburg, VA 24073

RE: Montgomery County School Board PPEA Conceptual Stage Proposal

Dear Ms. Blackburn:

Firstfloor will help the Montgomery County Public Schools design and construct state of the art facilities by December

2012 while saving millions of dollars in the following manner:

Cost

This proposal outlines our plan to deliver three new schools at a cost substantially below the budget established

for this building program. Additionally, our integrated approach to the design and construction of school facilities

will save Montgomery County millions of dollars annually by reducing energy consumption by 50%. Our process

has proven to consistently produce outstanding results.

See Binder 2, tab three for project financing.

Design

A number of considerations inform our collaborative design process, ranging from financial concerns to community

involvement, from how teachers teach, to how students learn in this ever-advancing technologically-oriented

world; from energy efficiency and sustainable design to safety and security issues. Our facilities take all this into

account in ways that engage students, improve student performance and reduce operating costs.

See Binder 2, tab two for detailed project characteristics.

Experience

The leadership on this design|build team, comprised of senior staff at SfL+a Architects and New Atlantic Contracting,

has delivered approximately 1,700,000 square feet together, including 6 high schools and 1 elementary

school together. We understand the challenges of educational facility design and construction. Legal and consulting

services will be provided by Troutman Sanders Strategies. Collectively, this team has extensive expertise

and experience assisting governmental entities with public-private partnership projects.

See Binder 1, tab one for team experience

Project financing and other proprietary information is located in a separate binder. We request these materials

be kept confidential and under the Freedom of Information Act, exempt from public disclosure.

Enclosed you will find fourteen copies of our PPEA Conceptual Stage Proposal with one electronic copy on disc,

along with fourteen copies of our separate binder titled “Project Financing and Other Proprietary Information”

with one electronic copy on disc. Also, you will find a check in the amount of $25,000 for the project review fee.

We look forward to discussing this exciting project further. Feel free to call me anytime, day or night, on my cell

phone if you have questions about this proposal.

Sincerely,

333 Fayetteville Street

Suite 225

Raleigh, NC 27601

Phone: 919-573-6350

Fax: 919-573-6355

www.sfla.biz

Robbie Ferris, AIA, REFP, LEED AP

Firstfloor/SfL+a Architects

(919) 610-2251

rferris@sfla.biz


TAB ONE: Qualifications and Experience

Organization

1a. Identify the legal structure of the firm or consortium of firms making the proposal. Identify the organizational structure for the

project, the management approach and how each partner and major subcontractor in the structure fits into the overall team.

Legal Structure

The project presented in this proposal will be developed by Firstfloor MCPS, LLC, a Virginia limited liability company formed specifically

for this project.

Organizational Structure

Please refer to the Organizational Chart provided on the next page.

Management Approach

The Firstfloor team utilizes an integrated design and construction delivery approach. We include all stakeholders’ in decisions and work

collaboratively to deliver the project on time and within budget while meeting project goals.

The primary responsibilities of the Firstfloor team are as follows:

Firstfloor will develop the project and act as the primary point of contact for the Montgomery County Public Schools (MCPS).

Firstfloor will subcontract with the firms listed below:

New Atlantic Contracting will provide comprehensive construction services for the project. New Atlantic has extensive experi

ence managing construction of complex educational and institutional projects. New Atlantic will subcontract with the follow

ing firms:

Lionberger Construction will provide on-site project management services working directly with New Atlantic Con

tracting. Licensed in Virginia, Lionberger Construction is located in Roanoke.

ECS will provide geotechnical services ranging from subsurface exploration to geological studies and design recommenda

tions. Licensed in Virginia, ECS is located in Roanoke.

KCI will provide independent third-party commissioning of major building systems to optimize building performance.

Troutman Sanders Strategies will provide consulting services for the project. Troutman Sanders has extensive expertise and

experience assisting government and private entities with public-private partnership projects. Licensed in Virginia, Troutman

Sanders is located in Richmond.

SfL+a Architects will provide architectural and engineering services for the project. SfL+a has gained a broad range of experience

in the design of educational facilities having designed 16 new high schools and hundreds of educational projects. SfL+a

will subcontract with the following firms:

Timmons Group will provide site planning and development services. The education team offers extensive experience

in the design of school facilities allowing them to completely and effectively understand the needs and goals of this

project. Licensed in Virginia, Timmons Group is located in Richmond.

Optima Engineering will provide mechanical, electrical and plumbing design services. Optima has been deeply involved

in sustainable design, advocating a holistic design approach that coordinates all aspects of the building design to

achieve a high level of performance.

Fleming Associates and LHC will provide structural engineering design services.

Foodesign Associates will act as the foodservice consultant for the project. Foodesign has extensive experience in the

design of food service facilities.

{3} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Team Organization

Montgomery County Public

Schools Design Committee

First Floor MCPS, LLC

Robbie Ferris AIA, REFP, LEED AP

Principal in Charge of Development

Project Testing

ECS Engineering

KCI

Commissioning

Project Construction Project Design Consulting Services

Project Construction

New Atlantic

Contracting

John Muter

President

Michael Hardman

Project Manager

Lionberger

Sam Lionberger

President

Richard Littelton

Vice President

SFLA Architects

Eric Lindstrom, AIA , LEED AP,

Project Architect

Ron Rice

Director of Construction

Administration

Steve Daley, PE, LEED AP

Optima Engineering

PM&E Engineer

Steve Fleming, PE

Structural Enginer

Fleming & Associates

John Baria

Consultant

Foodesign

Clark Lewis & Mike Woods

Troutman Sanders

Rick Green

Firstfloor

Financial

{4} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Experience

1b. Describe the experience of the firm or consortium of firms making the proposal and the key principals involved in the proposed

project including experience with projects of comparable size and complexity. Describe the length of time in business, business

experience, public sector experience and other engagements of the firm or consortium of firms. Include the identity of any firms that

will provide design, construction and completion guarantees and warranties, and a description of such guarantees and warranties.

Team Experience

Design

SfL+a Architects was founded as a “service-oriented firm” in 1982. For more than

twenty years that founding principal has not changed. SfL+a Architects creates aesthetically

pleasing, sustainable, and appropriate spaces for peoples to live, learn, work, play,

pray, and actually enjoy being. Our determination to provide architectural excellence

through unsurpassed quality is driven by a commitment to communities and the people

in them. It is our desire that with each space we have the privilege to design reflects the

goals, style, and strength of the comprehensive whole, the “big picture”.

SfL+a Architects specializes in the design of educational facilities having completed billions

of dollars in school construction projects since beginning the practice. In the midst

of the last recession public owners encountered more difficulty in obtaining financing

for their often urgent projects. In response, the ownership of SfL+a Architects formed

a separate entity to provide development solutions for our public clients. This venture,

known as Firstfloor, has provided development, financial and other consulting services

on 24 public-private projects representing approximately 2,000,000 square feet. Together,

SfL+a Architects and Firstfloor offer services ranging from project management to at

risk development and facilities operation. We are committed to meeting the needs of all

of our clients regardless of complexity and uniqueness.

Construction

Begun in 2002, New Atlantic Contracting has enjoyed remarkable growth with annual revenue exceeding $100,000,000. Our mission is to

“Earn Client Trust” and we are intently focused on providing each client a positive experience. The quality, experience, and performance

of our people and their ability to establish thorough operating procedures have resulted in successful project completions that exceed expectations.

Our management employees have an average 15 year tenure working together and we have earned a reputation for institutional

knowledge, consistency, quality, and client driven performance. New Atlantic Contracting has constructed 46 educational projects

over the past nine years.

New Atlantic Contracting and SfL+a Architects began working together on educational projects in 2006. Since then, a close working relationship

has formed between the leadership of the two firms that has resulted in approximately 1,700,000 square feet of built educational

environments. As able collaborators, Robbie Ferris, CEO of SfL+a Architects and John Muter, President of New Atlantic Contracting

have delivered approximately 1,400,000 square feet of buildings together.

Lionberger Construction, a Roanoke based general contracting firm, will work directly with New Atlantic Contracting, providing project

management and local resources to the construction effort. Lionberger Construction managers will be on site daily to insure that schedules

are met, the quality of the work is in accordance with the construction documents, and the project budget is maintained.

Consulting Services

Troutman Sanders Strategies has been providing government relations and issue management services to corporate clients for more than

25 years. Through a broad array of contacts at the federal, state, and local levels, we advocate for clients’ public policy issues while building

better partnerships among governments and business.

Troutman Sanders Strategies has been involved in several major projects brought under the PPEA and its predecessor, the Public-Private

Transportation Act (PPTA). We have served as privatization consultant for PPEA proposals for the Northern Virginia Forensics Laboratory,

the Cumberland County School System, the City of Radford School System, the Virginia Performing Arts Center, George Mason University,

the Virginia Information Technologies IT Consolidation Project, the Southeastern Virginia Training Center (SEVTC) and many projects for

localities throughout Virginia.

Warranty

The project will be bonded through New Atlantic Contracting. Work performed on the project will be covered by a one-year warranty

with longer duration warranties (for example and extended roof warranty) provided by the respective subcontractor and material manufacturer.

{5} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Firm Profile - New Atlantic Contracting, Inc

We focus on providing creative, intelligent, and cost effective construction services for a variety of Clients.

We are General Contractors and Construction Managers for complex and unique building construction projects. Our market

includes institutional, educational, industrial, energy, medical, religious, and housing environments.

Begun in 2002, we have enjoyed remarkable growth, but most important, we have built remarkable projects. Our mission is

to “Earn Client Trust” and we are intently focused toward providing each Client a positive experience. The quality, the experience,

and the performance of our people and their establishment of thorough operating procedures have resulted in successful

project completions that exceed expectations. We are only as good as our last project and we are committed to make sure our

Clients are satisfied.

Our management employees have an average tenure of working together for 15 years and we have earned a reputation for

deep institutional knowledge, consistency, quality, and Client drove performance.

General Company information (Primary/Main office location)

New Atlantic Contracting, Inc.

2635 Reynolda Road

Winston-Salem/North Carolina 27106

Phone (336) 759-7440

Fax (336) 759-7445

John D. Muter, President and COO jmuter@new-atlantic.net

David O. Walters, P.E., CEO dwalters@new-atlantic.net

Licensing information

NC General Contractors License # 50851 - Building – Unlimited

SC General Contractors License # 110354 – Building – Unlimited

Virginia General Contractors License # 2705073614A – Building Class A

City of Raleigh Privilege License # A198718

City of Greensboro Privilege License # 22382

City of Winston-Salem Privilege License # 10816

City of High Point Business License # 63386

Surety Company: 2002-2011 Fidelity Deposit Company of Maryland (a Subsidiary of Zurich North American

New Atlantic Contracting has 46 full-time permanent employees.

Virginia Cross Elementary School

New Atlantic Constructed

SfL+a Designed

Jesse Carson High School: New Atlantic Constructed & SfL+a Designed

{6} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Firm Profile - Lionberger Construction Company

ner:

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tact:

AIA

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tion:

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PEA

nter

Lionberger Construction Company's history of success in the construction industry dating back to

1923 serves as a testimony to this mission.

Christiansburg Aquatic Center

Our commitment to you is to provide the highest quality of construction services within an atmosphere of mutual trust and respect.

Upon your first contact with our firm, we employ all of our capabilities, talents, and experience to demonstrate to you how we not only

excel at construction; but at establishing this relationship Community of trust / Higher that can be Education counted and relied upon for every project we perform for

you.

Christiansburg ,Virginia

Lionberger Construction Company is a general contractor providing a full range of turn-key construction services. We serve the commercial

and industrial construction market in central and southwestern Virginia for both design-build and competitive bid projects. We

are proud of our reputation of providing the highest quality construction while meeting our clients’ budget and scheduling expectations.

Building is an enjoyable experience when you choose Lionberger Construction!

By fully utilizing our individual skills in a collec

tive manner, we will strive to provide the highest

quality construction services to our clients

while maintaining the Company’s historical

commitment to unquestioned integrity. We are

committed to being a significant contributor

to the betterment of our community and the

construction industry.

Lionberger Construction builds a full range of

Commercial and Industrial projects ranging

from small service projects to large projects in

the millions. While we remain highly competi

tive in the bid market, we are proud that the

majority of our projects are negotiated with local and national clients who regularly come to us for their construction needs. We place

much emphasis on proper and thorough up-front planning and establishing clear communication as a key to ensuring a project that flows

smoothly. Lionberger Construction’s commitment to excellence and integrity is the driving force in all our decision-making.

Via College of Osteopathic Medicine

We currently have seventeen Project Superintendents providing on-site management. Some of these Superintendents are trained for

large projects, others are tasked to handle the numerous service and maintenance projects we do each year for our clients. We take

great pride in our long-term relationship with these fine individuals, several of whom are third Higher generation Education employees of the Company.

Our general workforce includes a nucleus of committed Corporate and skilled Research workers, Center some of - whom Blacksburg have been ,Virginia with us for several decades. We

believe that the construction experience should be fulfilling and enjoyable for both Clients and employees, resulting in long-lasting relationships.

Owner:

Edward Via College of

Osteopathic Medicine

Contact:

Mr. John Rocovich

an, Board of Directors

Telephone:

540-774-8800

Construction Cost:

$6,500,000

{7} SFL+A ARCHITECTS Completion:

July 2003


TAB ONE: Qualifications and Experience

PROJECT PROFILE

Eastern Yadkin Middle School

Yadkin County Schools

East Bend, North Carolina

Owner:

Dr. James Benfield

Yadkin County Board of Education

121 Washington Street

Yadkinville, NC 27055

(336) 679-2051

Architect:

Randy Baker

Pinnacle Architecture

1020 Crews Road, Suite O

Matthews, NC 28105

(704) 847-9851

Project Size106, 832 SF

Original Contract $11,939,000

Final Contract $12,243,558

Start: January 17, 2008

Scheduled Completion:

October 1, 2009

Actual Completion:

September 30, 2009

DESCRIPTION: The Eastern Yadkin Middle School is a 106,832 SF pre-engineered

metal frame building with brick exterior walls and a standing seam metal roof. This

project consists of two (2) classroom wings, an administration area, a gymnasium,

science rooms, an auditorium/stage area cafeteria, and a full kitchen. The site was

graded for a future football field, baseball/softball field, soccer field, and tennis

courts.

Project Executive:

Ricky Adkins

Planning

Oversee Budget and Schedules

Project Leadership

Provide Oversight

Verifies Goals and Objectives are Met

Graphic Logistics Plan Development

HUB Outreach

Project Manager:

Jesse Walters

Coordination of Trades

Safety and Quality Control

Shop Drawing Review

Change Order Review

Claims Resolutions

Schedule Control

Commissioning

Superintendent:

Steve Green

Project Leadership

Design Reviews

Trade Coordination

Schedule Control

Logistics/On Time Deliveries

Safety and Quality Assurance

Management of Work in Progress

Scheduling and Budget Control

Constructability Reviews

{8} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

PROJECTPROFILE

Jamestown Middle School

Guilford County Schools

Jamestown, North Carolina

Owner:

Julius Monk

Guilford County Schools

617 W. Market Street

Greensboro, NC 27401

(336) 370-3486

Architect:

Marc Chambers

Schenkel Shultz Architects

3800 Paramount Pkwy., Suite 200

Morrisville, NC 27560

(919) 380-2588

Project Size: 162,154 SF

Original Cost: $28,378,056

Final Cost: $27,289,031

Start: October 5, 2008

Scheduled Completion:

June 30, 2010

Actual Completion:

June 22, 2010

DESCRIPTION: At more than 162,000 square feet and a capacity to 1,200

students, Jamestown Middle School is the largest middle school ever

constructed by the Guilford County School System. We were selected by the

Owner over several of regional and national contractors to act as the

Construction Manger at Risk. The project was fast paced and a limited

duration to complete that lead New Atlantic Contracting to be awarded the

project in multiple phases. Jamestown Middle School is state-of-the-art steel

framed building with CMU bearing walls, brick, and insulated metal panel

exterior. The interior consisted of classrooms, administration offices,

gymnasiums, multi-purpose room with stage, and kitchen. A multi zone

boiler and chiller HVAC system, flat TPO roof system, generator, high

efficiency lighting controls, and integrated communication systems. We

completed the project without any additional days being added over the

scheduled completion date. New Atlantic Contracting worked through one of

the wettest winters in recent memory and incorporated hundreds of changes

through the duration; all without the benefit of running water to the site. We

are proud that this project completed ahead of schedule and over a million

dollars under budget. The entire project team, including the Owner,

Architects, Consultants, and Subcontractors, worked diligently to provide a

smooth and timely flow of information to keep the project moving forward.

Project Executive:

Chip Bruns

Planning

Oversee Budget and Schedules

Project Leadership

Provide Oversight

Verifies Goals and Objectives

are Met

Graphic Logistics Plan

Development

HUB Outreach

Project Manager:

Frank Harris

Coordination of Trades

Safety and Quality Control

Shop Drawing Review

Change Order Review

Claims Resolutions

Schedule Control

Commissioning

Superintendent:

Randy Dunmon

Project Leadership

Design Reviews

Trade Coordination

Schedule Control

Logistics/On Time Deliveries

Safety and Quality Assurance

Management of Work in

Progress

Scheduling and Budget Control

Constructability Reviews

{9} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

PROJECTPROFILE

Jamestown Middle School

Guilford County Schools

Page 2 of 2

SERVICES PROVIDED: Construction Manager at Risk

PRECONSTRUCTION PHASE: Design review, Cost Estimates,

Constructability Reviews, Schedule Analysis & Planning, Value Analysis, and

Procurement

CONSTRUCTION PHASE: Coordination of Subcontractors, vendors,

Suppliers, Safety, Quality Control, Shop Drawing Review, Change order

Review, Claims Resolutions, Schedule, and Payment Approval

{10} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

PROJECTPROFILE

Meredith Leigh Haynes-Bennie Lee Inman

Education Center

Guilford County Schools

Jamestown, North Carolina

Owner:

Julius Monk

Guilford County Schools

617 W. Market Street

Greensboro, NC 27401

(336) 370-3486

Architect:

Frank Williams

Pinnacle Architecture

1020 Crews Road, Suite O

Matthews, NC 28105

(704) 847-9851

Project Size: 68,000 SF

Original Cost: $11,447,459

Final Cost: $10,604,533

Start: September 1, 2009

Scheduled Completion:

August 18, 2010

Actual Completion:

August 1, 2010

DESCRIPTION: One of the first of its kind in North Carolina; this special needs

school combines a learning environment with a specialized medically equipped

facility. This state-of-the-art school allows severely handicapped and disabled

children to learn in a classroom setting and interact with other students and

teachers, an opportunity that they may not otherwise have. At 68,000 square feet,

the project included classroom spaces, media center, cafeteria/dining, multi-purpose

room, medical clinic areas, and administrative areas. Building structure was mostly

light-gauge metal framing with light-gauge metal truss roof structure. HVAC system

included central chilled water and boiler with four (4) delivery systems to each

individual classroom, blower coil units, and automatic Temperature Control system

was provided as well.

Design Reviews: The building design for Haynes-Inman Education Center was

taken to the 90% level almost three (3) years ahead of the construction phase. New

Atlantic compared the older design to the newer Design Guidelines (recently

established by Guilford County Schools) to help ensure that the finished product met

the expectations of the Owner. Additionally, New Atlantic toured the only other

“Special Needs” facility in the Guilford County School System and conducted

interviews with the staff to learn about various “requirements” that needed to be

incorporated into the project during the design phase.

Document Coordination: Over 100 Preconstruction Phase RFI’s were issued.

“Catching” these items during the Preconstruction Phase prior to bidding, reduced

the number of bidder questions and potential for confusing addenda. Clear and nonconflicting

bid documents result in lower bid prices and less subcontractor confusion

during the construction phase.

Project Executive:

Chip Bruns

Planning

Oversee Budget and Schedules

Project Leadership

Provide Oversight

Verifies Goals and Objectives

are Met

Graphic Logistics Plan

Development

HUB Outreach

Project Manager:

Chris Zananiri

Coordination of Trades

Safety and Quality Control

Shop Drawing Review

Change Order Review

Claims Resolutions

Schedule Control

Commissioning

Superintendent:

Jeff Johnson

Project Leadership

Design Reviews

Trade Coordination

Schedule Control

Logistics/On Time Deliveries

Safety and Quality Assurance

Management of Work in

Progress

Scheduling and Budget Control

Constructability Reviews

{11} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

PROJECTPROFILE

Nancy Reynolds Elementary School

Stokes County Schools

Westfield, North Carolina

Owner:

Dr. Stewart Hobbs

336-593-8146

Stokes County Schools

P.O. Box 50

Danbury, NC 27016

(336) 593-8146

Architect:

Thomas Balke

Little Diversified Architectural

5815 Westpark Drive

Charlotte, NC 28217

(704) 525-6350

Project Size: 55,000 SF

Original Cost: $7,665,949

Start: October 7, 2009

Completion:

In Progress

DESCRIPTION: This project was a very high profile and community sensitive

project. The original school was built in the 1920’s by the sons of Nancy B.

Reynolds as a tribute to their mother’s dedication to Stokes County and

strong educational values it involved. We performed demolition of the

existing school, renovated the 1950’s gymnasium, and constructed of a new,

51,608 SF elementary school. The new elementary school is being built

closely to resemble original school. The structure is a combination of load

bearing masonry walls, structural steel frame, and a light- gauge metal truss

roof with shingles and brick exterior.

We have successfully addressed the major challenges of the project for the

School Board and the community.

Kept the look of the historic school.

Maintain the budget.

Scheduled to finish on time; even though the project was delayed two

(2) months from starting, we have maintained the original schedule

with no additional costs.

SERVICES PROVIDED: Construction Manager at Risk

PRECONSTRUCTION PHASE: Design review, Cost Estimates, Constructability

Reviews, Schedule Analysis & Planning, Value Analysis, and Procurement

CONSTRUCTION PHASE: Coordination of Subcontractors, vendors, Suppliers,

Safety, Quality Control, Shop Drawing Review, Change order Review, Claims

Resolutions, Schedule, and Payment Approval

Project Executive:

Chip Bruns

Planning

Oversee Budget and Schedules

Project Leadership

Provide Oversight

Verifies Goals and Objectives

are Met

Graphic Logistics Plan

Development

HUB Outreach

Project Manager:

Jesse Walters

Coordination of Trades

Safety and Quality Control

Shop Drawing Review

Change Order Review

Claims Resolutions

Schedule Control

Commissioning

Superintendents:

Steve Green

Randy Dunmon

Project Leadership

Design Reviews

Trade Coordination

Schedule Control

Logistics/On Time Deliveries

Safety and Quality Assurance

Management of Work in

Progress

Scheduling and Budget Control

Constructability Reviews

{12} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

PROJECTPROFILE

Root Elementary School

Wake County Public School System

Raleigh, North Carolina

Owner:

Bruce Hyder

919-856-2974

Wake County Public School

System

1429 Rock Quarry Road

Raleigh, NC 27610

Architect:

John Ramsay Jr. AIA

919-781-0027

Ramsay GMK Architects

3200 Beechleaf St. #901

Raleigh, NC 27604

Project Size: 78,000 SF

Original Cost: $14,910,107

Final Cost: $14,628,726

Start: June 16, 2008

Scheduled Completion:

September 10, 2010

Actual Completion:

September 4, 2010

Project Executive:

Chip Bruns

Planning

Oversee Budget and

Schedules

Project Leadership

Provide Oversight

Verifies Goals and Objectives

are Met

Graphic Logistics Plan

Development

HUB Outreach

DESCRIPTION: Root Elementary Schools is a 78,000 SF steel framed building that has a

combination of CMU/brick and metal stud/brick exterior walls. We performed a 62,000 SF

Addition and renovations of 16,000 SF. The roofing system is mostly low slope roofs that

included some architectural metal roofing. There are twenty four classrooms, administrative

areas, kitchen/dining, media center, and computer/music spaces. This project is a single

and double story building that features clear story natural light areas and is heated with a

central boiler system and cooled with a central chiller system.

SERVICES PROVIDED: Construction Manager at Risk

PRECONSTRUCTION PHASE: Design review, Cost Estimates, Constructability Reviews,

Schedule Analysis & Planning, Value Analysis, and Procurement

CONSTRUCTION PHASE: Coordination of Subcontractors, vendors, Suppliers, Safety,

Quality Control, Shop Drawing Review, Change order Review, Claims Resolutions,

Schedule, and Payment Approval

Project Manager:

Chris Zananiri

Coordination of Trades

Safety and Quality Control

Shop Drawing Review

Change Order Review

Claims Resolutions

Schedule Control

Commissioning

Superintendents:

Steve Stancill

Todd Cunningham

Project Leadership

Design Reviews

Trade Coordination

Schedule Control

Logistics/On Time Deliveries

Safety and Quality Assurance

Management of Work in

Progress

Scheduling and Budget

Control

Constructability Reviews

{13} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

PROJECTPROFILE

Page 2 of 2

Meredith Leigh Haynes-Bennie Lee Inman

Education Center

Guilford County Schools

Site Development Coordination: New Atlantic assisted with fast track development

of the site during the final permitting approval. The time required for site design

required that the site be completed in phases to meet the construction schedule.

Cut-to-fill analysis during the design phase assisted with finding the optimum

finished floor elevation for a “fill” site to allow just enough additional fill material for

retaining walls and roads to be designed in subsequent phases.

Value Engineering and Cost Life Cycle Considerations: Various Value Engineering

Options and Cost Life Cycle considerations were provided. Examples include

Owner provided lease generator in lieu of Owner purchase, non-potable flush water

system from roof collection in lieu of potable water, recycled concrete aggregate

base course (RCABC) in lieu of natural ABC, and sheet vinyl flooring versus

traditional VCT (lower maintenance versus upfront cost).

Trade-Off Studies: New Atlantic evaluated options for installation of various

components. Through one trade-off study, New Atlantic identified that it was more

cost effective to have the light gauge metal truss provider/installer also install the

metal decking over the trusses in lieu of installation by the steel fabricator/erector

that provided the decking. The installation of the decking relieved the truss

contractor of some temporary bracing requirements and also saved re-mobilization

costs from the Steel Erector. This Trade-Off Study saved the Owner $25,000.

SERVICES PROVIDED: Construction Manager at Risk

PRECONSTRUCTION PHASE: Design review, Cost Estimates,

Constructability Reviews, Schedule Analysis & Planning, Value Analysis,

and Procurement

CONSTRUCTION PHASE: Coordination of Subcontractors, vendors,

Suppliers, Safety, Quality Control, Shop Drawing Review, Change order

Review, Claims Resolutions, Schedule, and Payment Approval

{14} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

RESUME

John D. Muter

Project Executive, President, and COO

EDUCATION:

Bachelor of Science Degree in Construction Technology

Bowling Green State University

John’s leadership and commitment has had a positive impact in North

Carolina HUB development and utilization of education and resources

for minority firms across the state. John currently serves on the

AIA/AGC Joint Committee, is immediate past AGC Building Chairman

and is very involved in State Construction throughout North Carolina.

CURRENT PROJECT:

Student Health Services

North Carolina State University

LEED SILVER ACREDITATION GOAL

$6.1 Million, New Construction 22,943 SF, Renovation 27,943 SF

Sustainable Energy Technology Center (SEnTeC)

Institute for Advanced Learning and Research

LEED GOLD ACCREDITATION GOAL

$7 Million, 25,000 SF

EXPERIENCE:

Over 30 Years

EXPERIENCE SUMMARY:

Student Housing Experience

CM @ Risk

Triad & Triangle Subcontractor

Market Expertise

North Carolina Experience

MEP Systems Experience

Experience in Occupied

Facility

Historical Renovation

Experience

WMBE Development

SIGNATURE PROJECTS:

University of North Carolina at Chapel Hill

Phase I and II New Residence Halls

Over $100 Million, 725,000 SF

440 West Frank Street Renovation

$9.2 Million

University of North Carolina at Wilmington

Hoggard Hall Classroom Renovation and Addition

Galloway Hall Fire Protection Life Safety

Westside Hall

Burney Center

Fisher Student Center

Fisher University Union

Central Energy Plant

Wake County Public School System

Multiple New and Renovation Projects, both Lump Sum Bid and

Construction Manager at Risk, that included High, Middle, and

Elementary Schools

{15} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

RESUME

Guilford County Schools

Hairston Middle School

Faulkner Elementary School

Eastern High School CONSTRUCTION MANAGER AT RISK

Reedy Fork Elementary School

Southeast Middle and High School Preconstruction Services

Durham County Public Schools

R.N. Harris Integrated Arts and Core Knowledge Magnet School

Johnston County Schools

Five (5) Middle Schools

Sampson County Public Schools

Two (2) High Schools CONSTRUCTION MANAGER AT RISK

Watauga County Public Schools

One (1) High School CONSTRUCTION MANAGER AT RISK

New Hanover Public Schools

New Hanover County Elementary and Middle School

Nash County Public Schools

New Nash County High School and Multiple Renovations

Moore County Public Schools

Moore County Middle School

Orange County Public Schools

Carrboro High School

Dare County Public Schools

Kitty Hawk High School

Raleigh Convention Center

$164 Million, 500,000 SF

North Carolina Museum of Art Expansion

$86.1 Million, 127,000 SF

Global Education Center Project

440 West Frank Street Renovation

$9.2 Million

{16} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

RESUME

EDUCATION:

Bachelor of Science Degree in Civil Engineering

Virginia Tech

E. Michael Hardman, P.E., LEED AP

Project Manager

Michael has over 12 years of experience working in the construciton industry and has

worked with New Atlantic team members since 1999. He builds strong relationships

through hardwork and dedication to the Client, as demonstrated through the

signification repeat business at the American Hebrew Academy in Greensboro.

Michael is dedicated to preserving the environment while constructing buildings. He

spearheaded the first ISO 14001 Program in the United States and has over four (4)

years of experience managing an ISO 14001 certified environmental program; this

resulted in successfully diverting over 25,000 cubic yards of waste from landfills. He

is a registered Professional Engineer and LEED Accredited Professional by the US

Building Green Council.

CURRENT PROJECTS:

Sustainable Energy Technology Center (SEnTeC)

Institute for Advanced Learning and Research

LEED GOLD ACCREDITATION GOAL

$7 Million, 25,000 SF

Cary Community Arts Center

$7.8 Million, New Construction 7,000 SF, Renovation 40,000 SF

PROJECT EXPERIENCE:

Classroom 7B, Science and Laboratory

American Hebrew Academy

$8.5 Million, 23,000 SF

Southern Middle School

Guilford County Schools

$16.2 Million, 137,550 SF

Athletic Center

American Hebrew Academy

$11 Million, 60,000 SF

Covered Parking Structure

American Hebrew Academy

$500,000, 4,000 SF (14 Bays)

LEED Accredited Professional

YEARS WITH NEW ATLANTIC:

Eight (8)

EXPERIENCE: 12

EXPERIENCE SUMMARY:

Triad & Triangle Subcontractor

Market Expertise

North Carolina Experience

MEP Systems Experience

Experience in Occupied Facility

Renovation Experience

Higher Education Facility

Experience

LEED Project Experience

K-12 Experience

UNC System Experience

Science Laboratory Experience

SESRVICES PROVIDED IN

PRECONSTRUCTION AND

CONSTRUCTION:

Coordination of Trades

Constructability Reviews

Design Reviews

Safety and Quality Control

Shop Drawing Review

Change Order Review

Claims Resolutions

Schedule Control

Commissioning

Value Engineering

Procurement

Information Sessions

HUB Outreach

Pumphouse

American Hebrew Academy

$2.9 Million, 20,000 SF

Classroom 7 C

American Hebrew Academy

$8 Million, 37,000 SF

Dining Pavilion

American Hebrew Academy

$2.7 Million, 23,000 SF

{17} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

RESUME

E. Michael Hardman

Page 2 of 2

Investigative Health Exhibit

North Carolina Museum of Life and Science

$107,981, 2,925 SF Renovation

Visitor’s Education Center for the NC Botanical Garden

University of North Carolina at Chapel Hill

LEED PLATINUM ACCREDITED

$8.9 Million, 31,000 SF

Proctor Hall East and West

Greensboro College

$6.5 Million, New Construction 40,000 SF, Renovation 28,000 SF

Spartan Softball Stadium

University of North Carolina at Greensboro

CPN STAR AWARD WINNER

$3.2 Million, 8,217 SF

Bioquest II

North Carolina Museum of Life and Science

PINNACLE AWARD WINNER

$7.6 Million, 31,080 SF

Police Department Renovation and Addition

New Public Safety Station No. 4

The Town of Apex

$8.9 Million, Addition 20,000 SF, Renovation 14,500 SF,

New 12,200 SF

{18} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Christiansburg Aquatic Center

Community / Higher Education

Christiansburg ,Virginia

Owner:

Town of Christiansburg

Contact:

Mr. Glenn Reynolds, AIA

Telephone:

540-552-7575

Construction Cost:

$14,000,000

Completion:

Winter 2010

PPEA

Competitive Aquatic Center

{19} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Brandon Oaks

Assisted Living

Roanoke, Virginia

Owner:

Virginia Lutheran Homes

Contact:

Jim Doyle

Telephone:

540-562-5443 x110

Construction Cost:

Ongoing Projects over the last

6 years

Completion:

Ongoing projects

ARCHITECT:

Perkins Eastman

Current Project:

BRANDON OAKS

– THE PINES

CONTRACT AMOUNT:

$3,855,640.00

COMPLETION:

Summer 2011

{20} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Via College of Osteopathic Medicine

Higher Education

Corporate Research Center - Blacksburg ,Virginia

Owner:

Edward Via College of

Osteopathic Medicine

Contact:

Mr. John Rocovich

Chairman, Board of Directors

Telephone:

540-774-8800

Construction Cost:

$6,500,000

Completion:

July 2003

{21} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

VT Corporate Research Center #25

Higher Education

Blacksburg, Virginia

Owner:

Private Developer

Contact:

Mr. John Rocovich

Telephone:

(540) 774-8800

Construction Cost:

$9,000,000

Completion:

December 2009

Architect:

Reynolds Architects

{22} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Samuel L. Lionberger, III

President

EDUCATION:

CAREER EXPERIENCE:

AFFILIATIONS:

Graduate: Virginia Polytechnic Institute & State

University, Blacksburg, Virginia

Bachelor of Finance and Management

Assistant Superintendent, Scheduling Coordinator, Job Cost Engineer,

Project Manager, Director of Marketing and Development, President

Vice President, Roanoke District of Associated General Contractors;

Roanoke Regional Home Builders Association

TRUST Board of Directors; Board of Directors

Virginia’s Junior Miss Program

Chairman of the Roanoke Regional Better Business Bureau

Sam began working with Lionberger Construction in the Fall of 1985 as a laborer. He continued in the field

while completing his degrees, moving to position of project clerk and eventually Assistant Project Manager.

Sam joined the office staff in August of 1988. He has served in the office as Director of Marketing and

Development and assumed the office of President in 2000.

LIONBERGER CONSTRUCTION EXECUTIVE MANAGEMENT EXPERIENCE:


St. Mary’s Catholic Church

Blacksburg, Virginia

New Church: $ 6.5 Million


Radford University Student Union

Radford University

New Student Union: $ 7.0 Million


Virginia Tech Electric Service Facility

Blacksburg, Virginia

New Electric Service Facility: $ 2.2 Million


Christiansburg Aquatic Center

Christiansburg, Virginia

New Aquatic Facility: $ 14.5 Million

{23} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Richard B. Littleton, Jr.

Executive Vice President

EDUCATION:

CAREER EXPERIENCE:

Virginia Military Institute Lexington, VA

U.S. Army Command and General Staff College

U. S. Army War College

Supt./Proj.Mgr/ Estimator – J. M. Turner & Co. 1973-1983

Proj. Mgr./Dir. of Const. – JESCO – 1983-1990

Vice President – S.H. Sewell & Co. Inc. 1990-1994

Gen. Manager – Sewell Products Inc. 1994-2001

Chief Estimator – Lionberger Construction Co. 2001- 2003

Executive Vice Pres.- Lionberger Construction Co. 2003- Pres.

Rick Littleton is the most senior member of our construction management team. He comes to us with a great

amount of construction knowledge learned from “the ground up” as a Field Superintendent and later as a senior

manager in construction, manufacturing and the military. Rick’s strengths lie in his estimating and management

abilities in all facets of the construction and manufacturing industry. He has the ability to put together organized

and timely project estimates, schedules, and anticipated costs from minimal architectural information, owner

directions, and conceptual information. He brings invaluable knowledge and experience to assist the owner and

architect in determining detailed costs, construction methods and materials, and management expertise which

provide the “right stuff” for any project.

CONSTRUCTION ESTIMATING / MANAGEMENT EXPERIENCE INCLUDES:


St. Mary’s Catholic Church

Blacksburg, Virginia

New Facility: $ 6.5 million


VPI & SU – Whittemore Hall Addition

Blacksburg, Virginia

New Facility: $ 5.8 million


VA – MD Veterinary Med. School – PH II

Blacksburg, Virginia

New Facility: $ 8.50 million


VPI & SU – Hann Chemistry Building

Blacksburg, Virginia

New Facility: $ 14.3 million

{24} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Project Design

Company Profile

1. Legal entity: SfL+a Architects

Office location: 333 Fayetteville Street, Suite 225, Raleigh, NC

27601

Type of Business: S Corporation

State of Incorporation: North Carolina

FEIN: 56-1844624

Name and Title of Person Authorized to enter into an agreement:

Robert W. Ferris, President/CEO

SFL+A Architects was founded as a “service-oriented firm” in 1982. For

twenty-eight years that founding principle has not changed. SFL+A Architects

creates aesthetically pleasing, sustainable, and appropriate spaces

for people to live, learn, work, play, pray and actually enjoy being. Our

determination to provide architectural excellence through unsurpassed

quality is driven by a commitment to communities and the people in

them. Today, SFL+A Architects is a growing firm with offices in three North

Carolina locations: Fayetteville, Charlotte, and Raleigh. It is our desire that

with each space we have the privilege to design reflects the goals, style,

and strength of the comprehensive whole, the “big picture”. This comes

through collaboration and that critical shared vision. Perhaps all extraordinary

buildings begin as a dream in someone’s head that was effectively

communicated to become a reality.

Primary Services

Firm History

1982 - Robert N. Shuller establishes firm

1994 - The firm is incorporated under the name Shuller / Ferris

Associates, Architects, PA.

1994 - The firm becomes Shuller Ferris Johnson & Lindstrom.

1997 - The firm begins renovation of the 60-year old former Fayetteville

Independent Light Infantry Armory building located in

downtown Fayetteville to serve as its new home.

1998 - The firm completes renovation and moves in to its new offices at

214 Burgess Street, Fayetteville NC.

1999 - The firm is incorporated as Shuller Ferris Lindstrom & Associates.

We opened our Charlotte office.

2000 - SFL+A Architects welcomes a sister company, Firstfloor, Inc.

Firstfloor is a company specifically designed to provide turnkey

project development, including student housing and capital

leasing for public schools. (www.firstfloor.biz)

2005 - The firm is incorporated as SFL+A Architects, PA

2006 - SFL+A Architects opens its Raleigh office.

A well-designed building is the result of individuals’ ideas being successfully

fused. Our team is a special composite of people who excel at what

they do and enjoy collaborating with others. They are well versed and

deeply experienced in a broad array of services, including architectural

design, space planning, programming, construction administration, site

planning, interior and graphic design and specialties such as public private

partnerships.

In-House Professional Services Offered:

• architecture and related services

• building design

• site planning

• interior design

• green design (7 LEED accredited professionals)

• site selection

• master planning

• contract administration

• quality control

• bid process & evaluation

• space planning & analysis

• program management

• life cycle cost analysis

{25} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Service to be provided : Plumbing, Mechanical & Electrical

Engineering

Optima Engineering

1927 South Tryon Street Suite 300

Charlotte, N.C. 28203

POC : Keith Pehl

P: 704.338.1292

F: 704.338.9974

Located in Charlotte, NC, Optima Engineering is an award

winning, multi-disciplined engineering design firm specializing

in Mechanical, Electrical, Plumbing, Fire Protection, Lighting,

and Sustainable Design. We also offer both basic and full

Commissioning Services.

Optima Engineering also has been extremely involved in

SUSTAINABLE DESIGN. A proper engineering design is a necessity

for any facility to be successful. For a building to be high

performance, all aspects of design have to be coordinated in a

holistic design approach from day one. The variety of projects

designed by Optima Engineering has enabled us to develop our

experience with many engineering systems. This background

of knowledge enables us to assemble a sustainable design

engineering team to meet any challenge.

Project Experience with SfL+a

New Rocky Mount High School

New Century International Elementary School and Public Library

Green Ridge Elementary School

Eastern Guilford High School Replacement & Modular Village

Highfalls Elementary School Addition & Renovation

Westmoore Elementary School Addition

Robbins Elementary School Addition & Renovation

Sandhills Farm Life Elementary School Addition & Renovation

Energy Analysis Experience with SfL+a

Rowan County High School

Northern Guilford High School

Clinton High School

Midway High School

Union High School

Eastern Guilford High School

Watauga High School;

Virginai Cross Elementary School

Millsbridge Elementary School

Summit Park Elementary School

Ethan Shive Elementary School

Overhills Elementary School

Don Stead Elementary School

Angier Elementary School

Boone Trail Elementary School

Margaret Pollard Middle School;

Snipes Academy of Art and Design

Service to be provided: Civil/Landscape Engineering

Timmons Group

5410 Trinity Road, Suite 112

Raleigh, NC 27607

POC: Andrew Moriarity

P: (919) 866-4951

F: (919) 859-5663

Timmons Group’s education division offers specialized engineering

services for educational clients and facilities. We are dedicated

to assisting schools, colleges and universities in meeting their

conceptual planning and site development needs. Our education

team is devoted entirely to serving the needs of the educational

community. Our extensive experience in the design of school

facilities allows us to completely and effectively understand your

needs and vision for your school project.

Project Experience with SfL+a

Pollard Middle School

Blenheim K8

Alamance Career & Technical High School

Scotland Wagram Classroom Addition

Service to be provided: Structural Engineering

Fleming & Associates, P.A.

Consulting Engineers

1004 Hay Street

Fayetteville, NC 28305

POC: Steve Fleming

P: (910) 433-2825

F: (910) 433-2604

Fleming & Associates, P.A. provides structural engineering design

services for educational, institutional, commercial, justice, religious,

medical, and industrial buildings, infrastructure repair, forensic

investigations, special structures, and foundation design. They

have provided structural design and consultation in North Carolina

and South Carolina for the past 25 years to include over 175 new

schools or school additions for grades K-12.

Project Experience with SfL+a

New Rocky Mount High School

Eastern Guilford High School

Northern Guilford High School

Clinton High School

Jack Britt High School

Gray’s Creek High School

Fleming & SFLA teamed on an additional 135 school projects

{26} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Serevice to be provided: Food Service Design

Foodesign Associates, Inc

5828 Oak Drive

Charlotte NC 28227-6070

POC: John Barja

P: 704-545-6151

Foodesign Associates was established in 1977, and

since then has served the architectural community

as a food facilities consulting firm in all phases of the

industry. We are a nationally recognized firm with

significant experience in the design of food service

facilities as shown on our experience list.

In addition to our design activities, our firm has been

instrumental in providing pre-design studies as well

as existing facility reports for federal, state, and local

projects. Our services have included system-wide

evaluations and recommendations for compliance with

the latest code and standard requirements pertaining

to food service systems and equipment.

Project Experience with SFL+A

New Rocky Mount High School {LEED Gold}

Eastern Guilford High School

Northern Guilford High School

Jesse C. Carson High School

Clinton High School

Union High School

Midway High School

Gray’s Creek High School

East Bladen High School

West Bladen High School

Jack Britt High School

Overhills High School

Bertie High School

Salemburg Elementary School

Plain View Elementary School

Ethan H. Shive Elementary School

Elizabeth Duncan Koontz Elementary School

Millbridge Elementary School

Virginia Cross Elementary School

Jordan-Matthews High School Cafeteria Addition

Clement Elementary School Addition

Sunset Park Elementary School Addition / Renov. &

Study

Don D. Steed Elementary School

Overhills Elementary School

New Century International Elementary School and

Public Library & Info. Ctr.

Morton Elementary School Addition & Renovation

Hawk Eye Elementary School Kitchen/Cafeteria

Addition

Briar Chapel Middle School

Angier Elementary School Addition

Sandy Grove Middle School

Boone Trail Elementary School, New

Jack Britt HS

Cumberland County

Jack Britt HS

Cumberland County

{27} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Structural Engineer

LHC Engineers

1015 Wade Avenue

Raleigh NC 27605

P: (919) 832-5587

F: (919) 833-3929

In the expansion and continuation of the Engineering Company established in 1971 by Robert E. Lasater, Sr. and Robert P. Hopkins, the

reorganized firm of Lasater · Hopkins · Chang, P. C. (LHC) was created in 1996. Robert P. Hopkins serves as Chairman and President with

Robert E. Lasater, Jr. and T. Y. Chang as Vice Presidents. With the projects undertaken earlier, and their combined efforts, they have

compiled an extensive list of structural achievements found throughout North Carolina and other southeastern states.

LHC currently maintains a staff of six (6) engineers, five (5) draftsmen or technical personnel, and two (2) administrative persons. All

production drawings are accomplished utilizing the AutoCad software system. It is the philosophy and practice of LHC that one of the

principals is always intimately involved with each project. In order to ensure compliance with the design documents, and offer the

Contractor and the Owner the best possible service, either a principal or the project design engineer performs the construction reviews

at each critical stage of the project.

LHC has in the past provided structural engineering services for Architects and private individuals with cost of construction ranging from

ten thousand ($10,000) to sixty million dollars ($60,000,000).

Experience with SFLA

Union High School

Midway High School

Sandy Greove Middle School

New Century International Elementary School

Bertie High School

Alamance Career and Technical High School

Stokes County Elementary School

Jones County Gymnasium Addition

New Century International Elementary School

Teamed with SfL+a

{28} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Twelve SfL+a projects are registered through the USGBC.

With all of our design architects being LEED Accredited Professionals, the firm has a total commitment to sustainable and energy

efficient practices. We design buildings for our clients in ways that reflect responsibility to energy consumption, sustainability,

generational community experience of the structure, and occupant well being. We look to Energy Star to define the accomplishments

and focus on energy efficiency as a fundamental strategy to our practice of architecture. We design “NET-ZERO” facilities by integrating

mechanical systems, high-output lighting, daylight harvesting, air-barrier design, solar heating, and photo-voltaic array design strategies

and associated tax credits, thus resulting in uniquely cost-effective project solutions for our clients.

We define high performance buildings as buildings that increase the performance of the occupants and decrease the total cost of

ownership of the facility. Our goal is to reduce the total cost of ownership through a continual analysis of first-cost versus life-cycle costs

in the assessment of all systems, materials and components design. Our “Dragonfly” prototype is a LEED Platinum project that creates

50% more energy than it needs to operate.

HIGH PERFORMANCE BUILDINGS

All of our new buildings are designed to earn the Energy Star

LEED Platinum Designed, Energy Star - New Century International ES & Public Library, Cumberland County, NC

LEED Certified, Energy Star - ABSS Career & Technical Educ. Ctr, Alamance County, NC

LEED Gold Registered, Energy Star - Rocky Mount HS, Nash County, NC

LEED Gold Registered, Energy Star - Pollard MS, Chatham County, NC

LEED Silver Registered, Energy Star- Watauga HS, Watauga County, NC

LEED Silver Registered, Energy Star - Snipes Academy of Arts & Design, New Hanover County, NC

LEED Silver Designed, Energy Star - Methodist University, Greek House, Fayetteville, NC

LEED Silver Designed, Energy Star - Northern & Eastern Guilford High Schools, Guilford County, NC

LEED Silver Designed, Energy Star - Hoke Family Medical Center, Hoke County, NC

LEED Silver Registered, Energy Star - Blenheim ES/MS, Marlboro County, SC

LEED Silver Registered, Energy Star - Latta Early Childhood Ctr, Dillon County, SC

LEED Silver Registered, Energy Star - Dillon MS, Dillon County, SC

LEED Silver Registered, Energy Star- Renaissance Hall, Fayetteville State University, Fayetteville, NC

We typically incorporate the following energy conserving measures (ECMs) into our buildings. These measures typically result in an

energy savings of approximately 50%.

• Foam Cavity Wall Insulation

• High Output T-5 Lights

• Ground Source Geothermal HVAC

• 8” Roof Insulation

• Compact Design

• Energy Star Appliances & Equipment

• Day Lighting

• High Performance Glass

{29} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

LEED

Gold

Registered

Rocky Mount High School

Description

• Academic Classrooms

• Central Atrium That Serves As The Commons For The School

• 1500 Seat Gymnasium

• 300 Seat Auxiliary Gym

• 250 Seat Black Box

• Multi-Purpose Theatre

• Media Center

• Culinary Arts Program

• Automotive Technology

• JROTC

• Weight Room

• Training Room

• Construction Technology

• Self-Contained and Exceptional Children Learning Center

• Technology and Production Labs

• Science Classrooms

• Distance Learning Lab

• Multiple Teacher And Student Collaboration/Project Rooms

Dates Services were Performed: 4/2009 - 8/2012 est

Name & Phone for Owner’s POC: Mark Strickland, 252-462-2511

Construction Budget: $40,000,000

Base Bid Amount: $35,392,000

Percent Over or Under Budget: 11.5% under budget

Total square footage: 248,000 sf

Student Capacity & Core: 1200 capacity/1300 core

The entire project is served by a Water Source Heat Pump utilizing

a closed loop ground source geothermal system.

1st Floor

2nd Floor

{30} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Midway High School

Description

• Academic Classrooms,

• Central Commons Area

• Agriculture

• Technology

• Special Education

• Art And Band Classrooms

• Social Studies / Math Wing

• English / Foreign Language Wing

• Support Areas

• Computer Labs

• Faculty Rooms

• Central Commons Area

• Cafeteria/Commons/Kitchen Area

• Music/Band

Dates Services were Performed: 7/2005 - 7/2008

Name & Phone for Owner’s POC: Anthony Vann, 910-592-4111

Construction Budget: $26,000,000

Base Bid Amount: $24,893,000

Percent Over or Under Budget: 4% under budget

Total square footage: 155,708 sf

Student Capacity & Core: 800 capacity/1000 core

The entire building is served by a 4 pipe mechanical system.

Built in

18 months

First Floor

Second Floor

Second Floor

{31} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Clinton High School

Description

• Academic Classrooms

• Workforce Development Classrooms

• Main Gymnasium

• Auxiliary Gymnasium

• Auditorium - 700 seat

• Media Center

• Arts Education Classrooms

• Administrative Offices

• Guidance/Counseling Office

• Business Center

• Cyber Cafe

• Cafeteria/Commons/Kitchen Area

• JROTC Wing

• Music/Band

Dates Services were Performed: 7/2005 - 7/2008

Name & Phone for Owner’s POC: Clyde Locklear, 910-592-3132

Construction Budget: $25,000,000

Base Bid Amount: $24,986,050

Percent Over or Under Budget: .05% under budget

Total square footage: 181,025 sf

Student Capacity & Core: 1000 capacity/1200 core

$138 /sf

The entire building is served by a 4 pipe mechanical system.

{32} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Union High School

Description

• Academic Classrooms

• Central Commons Area

• Agriculture

• Technology

• Special Education

• Art And Band Classrooms

• Social Studies / Math Wing

• English / Foreign Language Wing

• Support Areas

• Computer Labs

• Faculty Rooms

• Central Commons Area

• Cafeteria/Commons/Kitchen Area

• Music/Band

Dates Services were Performed: 7/2005 - 7/2008

Name & Phone for Owner’s POC: Anthony Vann, 910-592-4111

Construction Budget: $26,000,000

Base Bid Amount: $25,210,000

Percent Over or Under Budget: 3% under budget

Total square footage: 155,708 sf

Student Capacity & Core: 800 capacity/1000 core

The entire building is served by a 4 pipe mechanical system.

{33} SFL+A ARCHITECTS

Built in

18 months

First Floor

Second Floor


TAB ONE: Qualifications and Experience

LEED

Silver

Designed

Northern Guilford High School

Description

• An Auditorium

• A Gymnasium

• Athletics Locker

• Weight Rooms

• Cafeteria/Commons/Kitchen Area

• Music/Band/Choir Room

• Art Areas

• Administrative/Counseling Areas

• Media/Technology Center

• Classrooms Wings

• Workforce Development Classrooms

Dates Services were Performed: 5/2004 - 6/2009

Name & Phone for Owner’s POC: Andy Larowe, 336-669-1693

Construction Budget: $45,000,000

Base Bid Amount: $44,937,000

Percent Over or Under Budget: .01% under budget

Total Square Footage: 265, 486 sf

Student Capacity & Core: 1200 capacity/1600 core

The entire building is served by a 4 pipe mechanical system.

First Floor

Second Floor

{34} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

LEED

Silver

Designed

Eastern Guilford High School

General description of project:

SFL+A teamed with our proposed subcontracting partner,

Barnhill Construction, for this CM at Risk project. This 273,195 sq

ft precast load-bearing concrete building is the replacement for

the original HS, which burned. As a re-use of a prototype, the

schedule was accelerated and was designed and constructed

in twenty-two months and included the construction of a

modular village to temporarily house the students. It includes

educational and training classrooms, operations/admin area,

recreational facilities including a field house, multiple types

of ball fields, running track, tennis courts, and weight room,

and a kitchen and dining facility capable of serving over 1,600

students. The building is designed to LEED Silver standards and

incorporates many green features to include daylighting and

energy efficient materials and systems. The building will reduce

energy consumption by 30% of the ASHRAE 90.1 2004 baseline.

{35} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

LEED

Silver

Registered

Watauga High School

Description

• An Auditorium

• Two Gymnasiums - Main & Auxilliary

• Athletics Locker

• Weight Rooms

• Cafeteria/Commons/Kitchen Area

• Music/Band/Choir Room

• Art Areas

• Administrative/Counseling Areas

• Media/Technology Center

• Classrooms Wings

• Workforce Development Classrooms

Dates Services were Performed: 12/2006 - 7/2010

Name & Phone for Owner’s POC: Dr. Marty Hemric,

828-264-7190

Construction Budget: $61,000,000

Base Bid Amount: $60,315,991

Percent Over or Under Budget: 1.1% under budget

Total square footage: 285,196 sf

Student Capacity & Core: 1500 capacity/1800 core

The entire project is served by a Water Source

Heat Pump utilizing a closed loop ground source

geothermal system.

First Floor

Main Floor

Second Floor

{36} SFL+A ARCHITECTS


TAB ONE: Qualifications and Experience

Jesse Carson High School

Description

• An Auditorium

• A Gymnasium

• Athletics Locker

• Weight Rooms

• Cafeteria/Commons/Kitchen Area

• Music/Band/Choir Room

• Art Areas

• Administrative/Counseling Areas

• Media/Technology Center

• Classrooms Wings

• Workforce Development Classrooms

Constructed

by New

Atlantic

Dates Services were Performed: 6/2004 -08/2007

Name & Phone for Owner’s POC: Gene Miller, 704-630-6002

Construction Budget: $27,000,000

Base Bid Amount: $26,438,000

Percent Over or Under Budget: 2% under budget

Total square footage: 225,405 sf

Student Capacity & Core: 1500 capacity/1500 core

First Floor

The entire buidling is served by a 4 pipe mechanical system.

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Second Floor


TAB ONE: Qualifications and Experience

Northern Guilford HS

Clinton HS

Jesse Carson HS

Eastern Guilford HS

West Bladen HS

Gray’s Creek HS

Jack Britt HS

Midway HS

Overhills HS

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Union HS

East Bladen HS


TAB ONE: Qualifications and Experience

Summary of Insurance

General Liability Insurance: Nationwide, Policy Number ACP BPOM 2222950878, Effective 12/31/09

Errors and Omissions/Professional Liability Insurance: Continental Casualty, Policy Number, AEH 004314701, Effective 2/1/09

Automobile Insurance: Erie Insurance Exchange, Policy Number Q11 2730330, Effective 11/27/2009

Workers Compensation Insurance: Nationwide, Policy Number ACP WC 2222950878, Effective 12/31/09

References

Nash-Rocky Mount Schools - Mr. Mark Strickland, Special Assistant of Auxiliary Services: 252-462-2511, mstrickland@nrms.k12.nc.us

Sampson County Schools - Mr. Anthony Vann, Exec. Director of Auxiliary Services: 910-592-4111, vann@sampson.k12.nc.us

Harnett County Schools - Mr. John Birath, Director Facilities & Planning: 910-893-4808, jbirath@harnett.k12.nc.us

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TAB ONE: Qualifications and Experience

Robbie Ferris, AIA, REFP, LEED® AP

Job Title: CEO/Principal in Charge / Director of Product Development

Past Roles & Responsibilities: Project Manager & Project Architect

Professional Registrations & Certifications:

- Registered Architect - NC, GA, SC, VA, NY, NJ, FL, TN

- LEED Accredited Professional

- Certified Building Code Instructor

- Registered Educational Facilities Planner

- NCARB

Office Location: Raleigh

Years Service with the Firm: 18

List of Representative Projects While Serving in a Similar Role:

New High Schools

Rocky Mount High School, Nash-Rocky Mount Schools

Watauga High School, Watauga County Schools

Eastern Guilford High School, Guilford County Schools

Union High School, Sampson County Schools

Midway High School, Sampson County Schools

Clinton High School, Clinton City Schools

Northern Guilford High School, Guilford County Schools

Jesse Carson High School, Rowan-Salisbury Schools

Overhills High School, Harnett County Schools

Gray’s Creek High School, Cumberland County Schools

East Bladen High School, Bladen County Schools

West Bladen High School, Bladen County Schools

Bertie High School, Bertie County Schools

Jack Britt High School, Cumberland County Schools

Alamance Career and Technical High School

Other High Performance Buildings

Blenheim K8, Marlboro County Schools (SC)

New Century International ES, Cumberland County Schools

Pollard Middle School, Chatham County Schools

Snipes Academy of Art & Design, New Hanover County Schools

Methodist University Greek House

Hoke Family Medical Center

Latta Early Childhood Development Center, Dillon County Schools (SC)

Dillon Middle School, Dillon County Schools (SC)

Fayetteville State University Renaissance Hall

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Eric J. Lindstrom, AIA, LEED AP

Job Title: Principal, Design Leader

Past Roles & Responsibilities: Project Manager & Project Architect

Professional Registrations & Certifications:

- Registered Architect - NC, SC, FL

- LEED Accredited Professional

- NCARB

Office Location: Fayetteville

Years Service with the Firm: 17

List of Representative Projects While Serving in a Similar Role

New High Schools

Rocky Mount High School, Nash-Rocky Mount Schools

Watauga High School, Watauga County Schools

Eastern Guilford High School, Guilford County Schools

Union High School, Sampson County Schools

Midway High School, Sampson County Schools

Clinton High School, Clinton City Schools

Northern Guilford High School, Guilford County Schools

Jesse Carson High School, Rowan-Salisbury Schools

Overhills High School, Harnett County Schools

Gray’s Creek High School, Cumberland County Schools

East Bladen High School, Bladen County Schools

West Bladen High School, Bladen County Schools

Bertie High School, Bertie County Schools

Jack Britt High School, Cumberland County Schools

Other High Performance Buildings

Blenheim K8, Marlboro County Schools (SC)

New Century International Elementary School, Cumberland County

Schools

Pollard Middle School, Chatham County Schools

Snipes Academy of Art & Design, New Hanover County Schools

Methodist University Greek House

Hoke Family Medical Center

Latta Early Childhood Development Center, Dillon County Schools

(SC)

Dillon Middle School, Dillon County Schools (SC)

Fayetteville State University Renaissance Hall


TAB ONE: Qualifications and Experience

Steve Daley, P.E., LEED AP

Optima Team Leader

Project Management - Steven R. Daley, P.E., LEED AP - Managing

Principal / Mechanical Engineer

Steve has overall responsibility for both mechanical and plumbing

staff and projects at Optima. Steve is also the lead mechanical

engineer for most extremely complex projects as well as LEED

projects. He is responsible for the quality control of the plumbing

and mechanical plans for all engineers on staff. He is lead Energy

Modeler at the firm, having assisted a major software firm in

updating and making their energy modeling software more user

friendly. His understanding and grasp of energy modeling makes

him the energy modeling expert at Optima.

Education

Ohio University, Athens, Ohio

B.S. Mechanical Engineering 1997, Summa Cum Laude

Professional Registrations

Responsible for Management, HVAC-Plumbing and Fire Protection

Production and Quality Control. Steve oversees all of Optima’s

Project Managers and handles overall project scheduling. Steve is

responsible for Leadership, Project Management, HVAC Production

and Quality Control. As a Mechanical Engineer, Steve works closely

with clients to calculate building loads, select the most efficient

HVAC system, design an effective layout, coordinate with other disciplines

to ensure a productive working design, and solve issues in

the construction field. Steve specializes in the mechanical system

design of educational facilities.

Noted Projects includes: Newton Conover Middle School, Rocky

Mount High School (LEED), Western Elementary School, Central

District Elementary School, Pilot Mountain Middle School, St

Franciscan School – Community Center, Chapel, and Early Childhood

Learning Center (LEED), South Mecklenburg High School

Science Building, Idlewild Elementary School, The Fletcher School

Classroom Building, Albemarle City Hall, Highway 29 Medical Office

Building, Airport Center Building O (Carolinas Healthcare System),

Hillandale Elementary School (LEED), Catawba College Dorm Geothermal

System, Myers and Chapman Office (LEED)

Ron Rice

Job Title: Principal, Principal in Charge of Construction

Administration

Past Roles & Responsibilities: Construction Administrator,

Quality Control Manager

Professional Registrations & Certifications: Construction Quality

Manager

Office Location: Fayetteville

Years Service with the Firm: 14

List of Representative Projects While Serving in a Similar Role

New High Schools

Clinton High School

Midway High School

Union High School

Other High Performance Building

Blenheim K8, Marlboro County Schools (SC)

New Century International Elementary School, Cumberland

County Schools

Methodist University Greek House

Hoke Family Medical Center

Latta Early Childhood Development Center, Dillon County Schools

(SC)

Dillon Middle School, Dillon County Schools

Fayetteville State University Renaissance Hall

Other Relevant K12 Projects

Dixon HS Addition & Renovation

East Carteret H.S. Addition & Renovation

Lake View M.S. Addition to Lake View H.S

Boone Trail Elementary School

Overhills Elementary School

Angier Elementary School

Don D. Steed Elementary School

Lillington-Shawtown Elementary School

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TAB ONE: Qualifications and Experience

Consulting Services

Troutman Sanders Strategies (TSS) has been providing government relations and issue management services to corporate clients for more

than 25 years. Through a broad array of contacts at the federal, state, and local levels, TSS advocates for clients’ public policy issues while

building better partnerships among governments and business.

TSS has been involved in several major projects brought under the PPEA and its predecessor, the Public-Private Transportation Act (PPTA).

TSS has served as privatization consultant for PPEA proposals for the Northern Virginia Forensics Laboratory, the Cumberland County

School System, the City of Radford School System, the Virginia Performing Arts Center, George Mason University, the Virginia Information

Technologies IT Consolidation Project, the Southeastern Virginia Training Center (SEVTC) and many projects for localities throughout

Virginia.

Key Principals

Clark H. Lewis, Principal, Virginia

Clark will be the chief consultant for all privatization issues related to the Project. Clarks’ work on public-private partnership projects and

related issues has become a foundation for his involvement and expertise on statewide PPEA proposals. He has been involved in PPEA

proposals for:

Northern Virginia Forensic Laboratory

Clark served as chief privatization consultant for the Northern Virginia Forensics Laboratory PPP Project. The Commonwealth

of Virginia selected the Team through the PPP process to build the Northern Virginia Forensics Laboratory in Prince William

County, Virginia. The project size is approximately 62 million dollars.

George Mason University

Clark served as privatization counsel for public-private projects submitted by third-parties to George Mason University.

City of Radford School Board

Clark served as chief privatization consultant for the construction of a new school in the City of Radford, Virginia. The City

selected the Team through the PPEA process. The project size is approximately 16 million dollars.

Cumberland County School Board

Clark served as chief privatization consultant for the construction of a new school in Cumberland County, Virginia. The County

selected the Team through the PPEA process. The project size is approximately 35 million dollars.

Virginia Performing Arts Center

Clark served as chief privatization consultant to construct and operate the VPA in Richmond, Virginia. The City of Richmond

selected the Team through the PPEA process. The project size is approximately 60 million dollars.

Southeastern Virginia Training Center (SEVTC)

Clark serves as chief privatization consultant to construct new residential units and community homes for residents at the

current Southeastern Virginia Training Center. The Commonwealth of Virginia recently selected the Team through the PPEA

process. The project size is approximately 24 million dollars.

Clark also is co-author of, “Some Thoughts on Experiences with the PPEA,” Journal on Local Government Law, Virginia State Bar Local

Government Law Section (2004) and Co-author, Keane, Nancy Ellen, “A New Tool For Procurement In Virginia - Learning To Use The PPEA,”

Virginia Construction Journal, April 2006. He has seven years of experience working with projects of comparable size and complexity.

Mike Woods, Senior Manager, State Government Affairs, Virginia

Mike will serve as consultant for all privatization issues related to the Project. Since joining Troutman Sanders Strategies, Mike has

represented a number of national business interests and associations before the Virginia General Assembly and the Executive Branch on

business issues, insurance, tax policy, natural resources, public safety, procurement and budget-related issues. He also has had substantial

experience with PPEA proposals including:

Northern Virginia Forensic Laboratory

Southeastern Virginia Training Center

Previous Experience:

House Majority Leader, Political/Grassroots Director

Iron Ox Consulting, Vice President-Legislative Direction

Foundation 2002, Political/Grassroots Director

Shuford, Rubin & Gibney, Legislative Coordinator

Republican Party of Virginia, Deputy Political Director

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TAB ONE: Qualifications and Experience

Point of Contact

1c. Provide the names, addresses, and telephone numbers of persons within the firm or consortium of firms who may be contacted

for further information.

Primary Point of Contact

Robbie Ferris, AIA, REFP, LEED AP

Firstfloor | SfL+a Architects

CEO/President

Capital Bank Plaza

333 Fayetteville St., Ste 225

Raleigh, NC 27601

(919) 573-6341

Direct Line: 919-610-2251

Financial Statements

1d. Provide a current or most recently audited financial statement of the firm or firms and each partner with an equity interest of

twenty percent or greater.

Refer to Binder 2 TAB ONE: Qualifications and Experience

Conflict of Interests

1e. Identify any persons known to the proposer who would be obligated to disqualify themselves from participation in any

transaction arising from or in connection to the project pursuant to the Virginia State and Local Government Conflict of Interests Act,

Chapter 31 of Title 2.2.

After careful review of the Virginia State and Local Government Conflict of Interests Act, Chapter 31 of Title 2.2, First Floor is unaware of

anyone on person associated with our team who would be obligated to disqualify themselves from participation in any transaction arising

from or in connection to this project.

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TAB TWO: Project Characteristics

Project Description

2a. Provide a description of the project, including the conceptual design. Describe the proposed project in sufficient detail so that

type and intent of the project, the location, and the communities that may be affected are clearly identified.

Refer to Binder 2 TAB TWO: Project Description

School Board Involvement

2b. Identify and fully describe any work to be performed by the School Board.

In the interest of promoting a collaborative building venture, it is important to clarify the important roles that each team member must

perform to ensure the ultimate success of the project. To that end, Firstfloor will rely on timely and constructive input from the Montgomery

County School Board (MCSB) throughout the design, building, and occupancy phases of the project. MCSB already has taken

some important steps in defining the scope of this project, including adopting the budget, acquiring the sites, and adopting the basic

educational programs. The next step will be to select a qualified PPEA proposal to move forward to the Detail Phase, which will conclude

with the MCSB approving the construction contract.

During the design and construction phases the MCSB, with assistance from the entire project team, should consider establishing community

relations goals that will guide the board, staff and other team members as we solicit community involvement and engage district

staff, parent groups, and other agencies. The MCSB will act as the primary point of contact with the media to ensure a smooth flow of

information to and from school users and the broader community. As part of this communication plan, MCSB will be expected to periodically

provide progress reports at regularly scheduled board meetings.

Permits and Approvals

2c. Include a list of all federal, state, and local permits and approvals required for the project and a schedule for obtaining such

permits and approvals.

The construction of the Blacksburg High School and the Auburn High and Middle Schools will require the following state permits:

Virginia Stormwater Management Program (VSMP) permit issued by the Virginia Department of Conservation and Recreation

(VDCR).

Land Use permit issued by the Virginia Department of Transportation (VDOT).

Virginia Department of Environmental Quality (VDEQ).

The construction of the Blacksburg High School will require the following permits issued by the Town of Blacksburg:

Land Disturbance Permit

Conditional Use Permit

General Building Permit

Demolition Permit

Certificate of Occupancy

The construction of the Auburn High and Middle Schools will require the following permits issued by Montgomery County:

Land Disturbance Permit

General Building Permit

Demolition Permit

Certificate of Occupancy

The list identified above represents typical permit requirements for the state and each local jurisdiction. Any other permits or approval

processes required by the Commonwealth or local governments will be stated in the general conditions of the project specifications.

Adverse Impacts

2d. Identify any anticipated adverse social, economic and environmental impacts of the project. Specify the strategies or actions

to mitigate known impacts of the project.

Given the nature of this project and the level of public support shown to date, we do not anticipate any adverse social, economic, or

environmental impacts arising from the construction of these schools. It should be noted that the MCSB and district staff have done a

significant amount of front end work in defining and advancing the planning of these two project sites. Our proposal recognizes this effort

and builds upon the approved strategies outlined in the district’s Capital Improvement Plan.

Positive Impacts

2e. Identify the projected positive social, economic and environmental impacts of the project.

It is evident that the events surrounding the collapse of the Blacksburg High School gymnasium roof have rippled throughout the region.

The need to relocate this student population necessarily impacted other student bodies and their supporting communities. By replacing

the Blacksburg High School with a new state of the art facility the reversal of these forced relocations can begin to make each affected

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TAB TWO: Project Characteristics

Positive Impacts

2e. Identify the projected positive social, economic and environmental impacts of the project. (con’t)

community whole. Likewise, replacing both the aging Auburn High School and Middle School simultaneously, expeditiously completes

the Auburn campus. Students from the Riner and Pilot communities will be welcomed back to a completed “village” of facilities designed

to meet their educational needs. It is not an overstatement to suggest that such a robust and decisive building campaign will have a significant

positive impact on life in these deeply affected communities.

The very nature of building these school facilities will be an economic boon to the region. Local businesses will be asked to participate,

by supplying building materials, or providing skilled labor, or offering needed services. Long after the construction activity subsides, the

region will benefit from the acquisition of new facilities at a favorable cost. The savings will have translated into a lower bond issue,

resulting in a substantially lower tax increase than originally contemplated given the magnitude of the undertaking.

No less significant is the potential to offset the environmental impact of this project by incorporating many green building practices in the

design, construction, and operation of these facilities. The Firstfloor is committed to the highest level of building performance. We are

prepared to lead the MCSB and the community at large toward a more sustainable building program, whether the goal is a LEED certified

building or net-zero energy performance. A zero energy use building would not only benefit the environment, but would benefit the district’s

bottom line as well. Whether the goal is net-zero and/or LEED Gold, Firstfloor can deliver the best school for Montgomery County.

Proposed Schedule

2f. Identify the proposed schedule for the work on the project, including the estimated time for completion.

Refer to Binder 2 TAB TWO: Project Characteristics

Timely Completion

2g. Propose allocation of risk and liability for work completed beyond the agreement’s completion date and assurance for timely

completion of the project.

The completion date presented in this proposal will be accomplished provided all parties’ stay focused on the schedule and make decisions

in a timely manner. Firstfloor has identified the schedule risks along with risk mitigation plans for the timely completion of the project

and we are willing to be held responsible for liquidated damages as negotiated by the Montgomery County School Board. Firstfloor

and New Atlantic Contracting will provide performance and payment bonds for the entire amount of the contract.

Ownership and Use of Project

2h. State assumptions related to ownership, legal liability, law enforcement, and operation of the project and the existence of any

restrictions on the School Board’s use of the project.

Firstfloor has proposed several financing/ownership options (refer to Binder 2). In all options the MCPS or a related legal entity will be

the operator of the project and will carry its own insurance. The MCPS will be responsible for law enforcement, building maintenance

and janitorial services. If the Private Funding Option is selected by the MCPS, Firstfloor will be the owner of the facility. The MCPS would

lease the land to Firstfloor, with Firstfloor leasing the building and land back to the MCPS. It is assumed that with Option the Private

Funding Option property taxes would pass through to the MCPS or simply not be assessed.

Phased Opening

2i. Provide information relative to phased or partial openings of the proposed project prior to completion of the entire work.

All three new school facilities are scheduled for opening in December 2012. Once the new buildings are complete and occupied, Firstfloor

will move forward with the demolition of the existing Auburn Middle School, as well as, the selective demolition of the additions to

the historic Auburn High School. Finally, work will commence on renovating the remaining section of the existing high school building.

Renovation work and final site landscaping will be complete by the summer of 2013.

Assumptions

2j. List any other assumptions relied on for the project to be successful.

Many of the financial assumptions are detailed in Binder 2. More generally, Firstfloor will rely on the continued cooperation of the MCSB,

district staff, township and county agencies, as well as, state level agencies with jurisdiction over this project. We are confident in our

team’s ability to identify and manage the many interacting facets of this challenging project – essential to our ultimate success is an equal

sense of urgency from all stakeholders in this undertaking. We are assuming that sense of urgency is felt by all.

Contingencies

2k. List any contingencies that must occur for the project to be successful.

Firstfloor has developed many large public buildings in less time than conditions permit for this project. We have developed projects for

public agencies that could not obtain conventional governmental financing. We have encountered almost every problem imaginable,

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Contingencies

2k. List any contingencies that must occur for the project to be successful. (con’t)

including bankrupt sub-contractors and bankrupt bonding companies. While we do not anticipate any such eventualities for this project,

we have learned to manage intensely and be prepared for the challenges each project presents. Based on this experience, we have built

project contingencies into this proposal and are ready to begin work immediately.

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TAB THREE: Project Financing

3a. Provide a preliminary estimate and estimating methodology of the cost of the work by phase, segment, or both.

Refer to Binder 2 TAB THREE: Project Financing

3b. Submit a plan for the development, financing, and operation of the project showing the anticipated schedule on which funds

will be required. Describe the anticipated costs of and proposed sources and uses for such funds including any anticipated debt

service costs. The operational plan should include appropriate staffing levels and associated cost. Include supporting due diligence

studies, analyses, or reports.

Refer to Binder 2 TAB THREE: Project Financing

3c. Include a list and discussion of assumptions underlying all major elements of the plan. Assumptions should include all significant

fees associated with financing given the recommended financing approach. In addition complete disclosure of interest rate

assumptions should be included. Any ongoing operational fees, if applicable, should also be disclosed as well as any assumptions with

regard to increases in such fees.

Refer to Binder 2 TAB THREE: Project Financing

3d. Identify the proposed risk factors and methods for dealing with these factors.

Refer to Binder 2 TAB THREE: Project Financing

3e. Identify any local, state, or federal resources that the proposer contemplates requesting for the project. Describe the total

commitment, if any, expected from governmental sources and the timing of any anticipated commitment. Such disclosure should

include any direct or indirect guarantees or pledges of the School Board’s credit or revenue.

Refer to Binder 2 TAB THREE: Project Financing

3f. Identify the amounts and the terms and conditions for any revenue sources.

Refer to Binder 2 TAB THREE: Project Financing

3g. Identify any aspect of the project that could disqualify the project from obtaining tax-exempt financing.

Refer to Binder 2 TAB THREE: Project Financing

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TAB FOUR: Project Benefit and Compatability

Project Benefits

4a. Identify who will benefit from the project, how they will benefit, and how the project will benefit the overall community,

region, or state.

The Firstfloor strategy outlined in this proposal offers a direct benefit to the MCSB, the overall school district, the broader region, and the

Virginia Commonwealth by meeting the district’s stated facility replacement goals with state of the art school facilities, delivered on time,

and for significantly less cost than planned.

The Firstfloor proposal allows the MCSB to move forward with high quality school design that addresses the CRITICAL school facility needs

identified in the capital improvement plan.

The replacement of the Blacksburg High School.

The construction of this high school will finally resolve the crisis caused by the collapse of the gymnasium roof and subsequent abandonment

of the current Blacksburg High School. This event forced the temporary displacement of these high school students – it is time to

return them to a state of the art facility designed for their educational needs, located in their community.

Likewise, the events that have so dramatically affected the high school student population have also affected the middle school students,

who have been relocated to an alternate facility making way for the displaced high school students. While their new home in Christiansburg

has been reworked to meet their needs, the fix is temporary. The construction of a new high school will allow the middle school

program to return to a facility designed to meet their educational needs.

Addressing this critical facility need and facilitating the return of both the high school and middle school populations to facilities designed

to meet their respective educational needs is a benefit to not only the affected students and their families, but to the broader community

that these schools serve.

The replacement of the Auburn High School.

Prior to the unforeseen events occurring at the Blacksburg High School and its ripple effect, the Auburn High School was slated as the

next in line for replacement. In fact, initial planning for the Auburn High School is underway and is being utilized, in conjunction with this

proposal, to expedite the design and construction of this facility.

Addressing this critical and urgent facility need will allow the MCSB to expeditiously address the most pressing need identified in the current

comprehensive capital plan. This will benefit the school district as a whole and the most immediate communities of Riner and Pilot.

The renovation and repair of the current Auburn High School for use as the Auburn Middle School.

The current plan is to renovate the current high school for use as the future Auburn Middle School. However, this would mean waiting

for the completion of the new high school and the subsequent renovation of the entire facility. An aggressive schedule would shoot for a

late 2014 occupancy for the refurbished structure. Firstfloor proposes building a new facility to house the middle school educational programming.

This new middle school would be built concurrent with the new high school on the same campus, allowing the existing facility

to stay in use until the new facilities are complete. Recognizing the historic and cultural value of this school building, Firstfloor proposes

saving the original 1936 school building and the selective demolition of the remainder of the structure. The salvaged historic structure

would be stabilized and renovated for use as a community asset.

Addressing this aging structure, while providing a new school facility that meets the needs of the Auburn Middle School student body, will

provide a tremendous benefit to the MCSB, the Auburn strand, and the surrounding community.

The Firstfloor proposal allows the MCSB to move forward with a fast track design-build process that addresses the URGENT time issues

facing these school facilities.

Firstfloor recognizes the importance of a timely resolution to the current critical facility needs. The acceptance of this proposal, submitted

under the guidelines of the PPEA process will allow the MCSB to move forward immediately and reap the benefits of a much faster

project delivery method. This will ultimately allow occupancy of all three school facilities by December 31, 2012.

Firstfloor is committed to serving the needs of the MCSB, which may demand beginning work under this proposal immediately. If Firstfloor

is the only firm selected to advance to the Detail Phase, we will begin working with the Board’s designated staff to engage the local

communities and project stakeholders and finalize each school’s programming and design direction.

The First Floor proposal allows the MCSB to move forward with a project that will offer a significant savings over the initial planned costs

of $124,600,000.

The initial plan for the replacement of the Auburn and Blacksburg high schools and the repair and renovation of the current Blacksburg

High School (for use as a middle school) established the following budget:

Auburn High School $44,600,000

Blacksburg High School $57,500,000

Auburn Middle School $22,500,000

For an in depth discussion and analysis of project costs and funding strategies, please, refer to Binder 2

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TAB FOUR: Project Benefit and Compatability

Public Support

4b. Identify any anticipated public support or opposition, as well as any anticipated government support or opposition, for the

project.

The unfortunate collapse of the Blacksburg High School gymnasium roof triggered a series of difficult decisions by the Montgomery

County School Board (MSCB) that has resulted in the displacement students as the unsafe facility was abandoned. The pressing need to

replace this new high school, likewise, has caused a reexamination of the Boards priorities related to the construction and repair of facilities

across the entire district.

These actions have caused widespread debate in each of the communities affected – the community of Blacksburg is anxious to see the

high school replaced and their displaced children returned to quality educational facilities located within the Town of Blacksburg. Understandably,

the communities of Riner and Pilot are concerned that unplanned events not derail progress on the design and construction of

the new Auburn High School and the substantial renovation or replacement of the Auburn Middle School, as both projects were designated

critical and urgent in the MCSB Capital Improvement Program.

While initial public sentiment was mixed as details of the plan to rebuild were introduced, much of concern was focused on the potential

of a severe increase in local taxes required to fund a projected $124,600,000 effort. The MCSB facilitated an ongoing dialogue that eventually

led to the passage of a resolution that presented a framework for moving the rebuilding project forward with substantial community

support. This solution proposes the sale of surplus school properties to raise capital and an incremental and phased approach to any

tax increases required to fund construction with no tax increase for a minimum of two years.

It is the intent of this proposal to implement the strategy outlined by the MCSB and accepted by the broader community at a SUBSTAN-

TIAL COST SAVINGS that will ease some of the financial concerns that have surrounded the project. Given the due diligence invested by

all parties to reach a consensus plan to move forward and our ability to provide quality schools well under the established budget, we

anticipate widespread and meaningful public and governmental support of the project.

Community Engagement

4c. Explain the strategy and plans that will be carried out to involve and inform the general public, business community, and governmental

agencies in areas affected by the project.

The First Floor project team has extensive experience assisting school districts to facilitate community participation in order to incorporate

their views and needs into the decision making process. This will require a strong commitment by the School Board and district staff

towards raising awareness about the school design and building process, listening to public views and comments about the process and

acting upon this feedback.

The purpose of the community engagement strategy is to co-ordinate, guide and manage the district’s approach to public involvement.

This means supporting and enabling participation in shaping the educational programming that leads to school facilities more closely

aligned to the needs and expectations of students and parents, the general public, the business community and local agencies in areas

affected by this project. Generally speaking, this strategy will be carried out by:

Increasing public awareness about the project and identifying opportunities to become involved in learning about and

shaping the project.

Building on existing methods of communication to ensure a smooth flow of information as the project progresses.

Conducting public information sessions to share essential information about the school design and building process.

Providing a comprehensive public information campaign to reach the broader community including the general public,

elected officials, public agencies, businesses, and parent groups.

Economic Benefits

4d. Describe the anticipated significant benefits to the community, region or state, including anticipated benefits to the economic

condition of the School Board and whether the project is critical to attracting or maintaining competitive industries and businesses to

the School Board, Montgomery County, or the surrounding region.

It can certainly be argued that the lack of a high school facility in the Town of Blacksburg has had a detrimental effect on the community

and the local economy. Moving forward with the timely construction of a new high school will have a deep and lasting effect on creating

a stable environment that will drive the local economy forward. Indeed, the construction activity alone, as local trades are encouraged to

participate, will be an economic development driver.

While the Riner and Pilot communities have not had to suffer the adverse effects of losing a local school facility, expediting the new

school design and construction process will likewise have an immediate beneficial impact on the local economy.

Once this project is complete, the MCSB will have addressed three projects identified as critical and urgent, resolved an unexpected crisis,

and freed the district from obligations inherent in the care of several surplus properties. Add to this the substantial savings proposed

under this PPEA proposal, and the MCSB will find itself in a much better financial and operations position entering 2013.

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TAB FOUR: Project Benefit and Compatability

Compatibility

4e. Describe compatibility with the local comprehensive plan, local infrastructure development plans, the capital improvements

budget, or other government spending plan.

First Floor recognizes the effort put forth by the MCSB and the broader community in framing a resolution to the critical and urgent need

to address the three schools identified in this proposal. The intent is clear, to provide high quality facilities and educational programs that

meet the broad range of needs in the Blacksburg, Riner and surrounding areas, as articulated by the Montgomery County 2025 Comprehensive

Plan.

Participation

4f. Provide a statement setting forth participation efforts that are intended to be undertaken in connection with this project with

regard to the following types of businesses: (i) minority-owned businesses, (ii) woman-owned businesses, and (iii) small businesses.

Firstfloor constantly endeavors to increase SWaM (Small, Women-owned and Minority-owned) participation in all facets of business.

Identifying and developing relationships with qualified SWaM contractors is an important aspect of this project. These efforts will be

monitored, tracked and reported by a designated SWaM Program Manager. The aim of this program is as follows:

Achieve the respect and appreciation of diversity in the construction industry.

Ensure local SWaM firms, which specialize in the required scope of work for this project, have the resources, communications,

and tools necessary to ensure a financially sound and successful project.

Foster growth within the industry and the local community.

{50} SFL+A ARCHITECTS

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