BOARD OF EDUCATION Executive Summary

Transcription

BOARD OF EDUCATION
Executive Summary
Subject:
Action to Accept Selection of J.H.
Findorff & Son for Construction
Management Services
Attachments:
Facilities Referendum Request for
Information – Submitted by J.H.
Findorff & Son, INC
Category:
X Action
£ Discussion
£ Information
Date for Consideration:
April 27, 2015
DA - Referendum Construction
Manager - Final - 4.22.15
Strategic Goal:
Goal #3: Ensure fiscal stability and
appropriate resources for
programming and facilities.
Objective: A, B, & C
Effectively manage district resources to
maintain the fiscal health of the district.
Ensure the quality, safety and most
efficient use of district resources.
Allocate resources in alignment with
strategic goals.
Background –
In February 2015, six (6) vendors were invited to interview with the Director of
Buildings and Grounds to discuss construction management services related to the
proposed facilities referendum on the ballot in April 2015. Vendor list included;
Beeler Construction, C.G. Schmidt, Gilbane Building Company, J.H. Findorff &
Son, Keller, and VJS Construction Services. Once pre-qualified, a formal Request
for Information (RFI) was prepared in March 2015 and sent to the six (6) vendors.
Qualifications included: references, experience in school construction, capacity,
quality of personnel, quality of projects, and reputation.
Five (5) vendors responded; Gilbane Building Company declined to submit a
response. Of the five respondents, three were selected to a final interview with the
Superintendent of Schools, the Executive Director of Business Services, and the
Director of Buildings and Grounds. Interview list included C.G. Schmidt, J.H.
Findorff & Son, and VJS Construction Services. Upon completion of the interviews
a decision analysis was completed evaluating several factors including
communication, safety, quality, project documentation and fees.
Based upon the analysis performed, it is recommended J.H. Findorff & Son be
selected to perform construction management services for the district.
Highlights –
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Six (6) vendors invited to interview with the Director of Buildings and
Grounds
Five (5) vendors submitted RFI’s
Three (3) were selected to a final interview with the Superintendent of
Schools, the Executive Director of Business Services, and the Director of
Buildings and Grounds
Decision analysis preformed with J.H. Findorff & Son scoring the highest
References were extremely positive for J.H. Findorff & Son
J.H. Findorff & Son had the lowest cost
1.75% fee on contracts held by J.H. Findorff & Son
No fees to coordinate contracts held by district
Strengths
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In business for 125 years
42% of J.H. Findorff & Son’s
work is in education
$650M in recent construction
Over 150 professional staff
with education
Great commutation with
students, community and staff
Very good relationship with
our architectural firm
Challenges
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Unknown superintendent
Unknown general condition
Recommendation – It is the recommendation of the Administration, that the Board
of Education approves the selection of J.H. Findorff & Son for construction
management services.
Report Back to the Board of Education:
£ 90 Days
£ 180 Days
£ Annually
£ Written Report
£ Presentation to the Board
Submitted By:
Kyle Thompson, Director of Buildings and Grounds
Board of Education Action:
£ Approve
£ Reject
£ Research/Report Back
1600 North 6th Street
Milwaukee, Wisconsin 53212
414.272.8788
300 South Bedford Street
Madison, Wisconsin 53703
608.257.5321
www.findorff.com
FACILITIES REFERENDUM
REQUEST FOR INFORMATION
Mequon-Thiensville School District
March 30, 2015
TABLE OF CONTENTS
S
ection 01
Transmittal Letter / Executive Summary
S
ection 02
Company Data Sheet
S
ection 03
Projects
(Addendum #1 )
(Addendum #2)
S
ection 04
Request for Information Sheet
(Addendum #3)
S
ection 05
Project Manager Objectives
(Addendum #4)
S
ection 06
References
(Addendum #5)
S
ection 07
Insurance Requirements
S
ection 08
Financial Statements
S
ection 09
Fees
(Addendum #6)
CLIENT CONTACT
Eric Wynn
Director of Project Management,
General Manager Southeast Wisconsin
1600 North 6th Street
Milwaukee, Wisconsin 53212
Office: 414.732.2510
Cell: 414.322.4044
[email protected]
Christin Mlsna
Business Development &
Communications Specialist
300 South Bedford Street
Madison, Wisconsin 53703
Office: 608.442.7352
Cell: 608.225.5122
[email protected]
01
March 30, 2015
Mr. Kyle Thompson
Director of Buildings & Grounds
Mequon-Thiensville School District
5000 W. Mequon Road
Mequon, WI 53092
RE: Facilities Referendum Request for Information
Dear Mr. Thompson:
It is a pleasure to submit our qualifications to the Mequon-Thiensville School District. We know that you completed an
extensive process of identifying your needs, evaluating options, and bringing forward a thoughtful referendum for April
7. We are thrilled to be considered as a Construction Management partner with you and Plunkett Raysich Architects
(PRA), and we hope this proposal demonstrates the value we will add to your team.
After reviewing the RFI, we have a sound understanding of the work to be performed and feel there are no
requirements within it that we are unable to meet. We are excited about the opportunity to begin a relationship with
the Mequon-Thiensville School District.
With our 150 professionals that focus in our education market and our 125 years of construction experience,
we believe we are the best qualified contractor for your scope of work. We’ll bring a current, fresh perspective on
educational projects and how to cost-effectively address capital maintenance needs.
Once you’ve reviewed our proposal, you will better understand Findorff’s capabilities, areas of expertise, and
relationship with PRA. You’ll learn about a few of our education clients and why they would recommend us for your
project. Additionally, you will see that we are a committed, passionate and honest partner that will be your strongest
advocate before, during and after construction.
We’re proud of our partnership with PRA and how we’ve successfully collaborated on multiple projects that provided
cost savings for clients. Findorff and PRA have a similar focus on communication which will provide a seamless transition
for us joining your project team. We’ll also do our part to constantly review budgets and determine ways we can save
dollars throughout the project.
Our team looks forward to meeting you during an interview so we can share more about our experiences and approach
to working on education projects. If you have any questions before then, we are always here for you.
Sincerely,
J.H. FINDORFF & SON INC.
Eric Wynn
Director of Project Management
Christin Mlsna
Business Development
& Communications Specialist
1600 North 6th Street • Milwaukee, WI 53212 • 414.272.8788 • www.findorff.com
02
MEQUON-THIENSVILLE SCHOOL DISTRICT
Facilities Referendum Request for Information
SECTION 02
COMPANY DATA SHEET (ADDENDUM #1)
Findorff is a company built on character and integrity with a culture that supports giving generously to our
community. Our strong sense of pride shines through in everything we do, from small facility repairs to multi-phased
building projects. With 125 years of time-tested experience, Findorff has consistently shown integrity and earned
tremendous credibility in our field. Our clients trust us, and with good reason.
COMPANY NAME
J.H. Findorff & Son Inc.
OWNER’S NAME(S)
Dave Beck-Engel, Mike Dillis, Brian Hornung, Jeff McLean, Tim Stadelman, Jeff
Tubbs, and Jim Yehle
We attribute our success to Findorff’s past and present leadership. Current leaders,
Rich Lynch, Dave Beck-Engel, Mike Dillis, Tim Stadelman, Jeff Tubbs, Jeff McLean,
Jim Yehle, and Brian Hornung continue to provide superior direction for the
Company. These individuals have an average of 26 years of experience in the
industry and serve as great mentors and leaders for Findorff.
ANNUAL SALES (DOLLARS)
Findorff is one of Wisconsin’s leading builders, completing over $425 million in
construction annually. Over 98% of Findorff’s work is performed in Wisconsin, and
is supported by many local vendors and subcontractors. In the last six years, 42%
of Findorff’s projects have involved work for various educational institutions.
Our team is passionate about helping you create flexible learning environments to
meet your needs now and into the future.
LOCAL ADDRESS
1600 N. 6th Street
Milwaukee, WI 53212
T: 414.272.8788
F: 414.272.0443
CONTACT PERSON
Eric Wynn
Director of Project Management,
1600 6th Street
Milwaukee, WI 53212
C: 414.322.4044
E: [email protected]
FINDORFF HISTORY
In 1890, a young carpenter named John Findorff started a construction company
under the name J.H. Findorff. Its first project involved carpentry work at the
UW-Madison Armory and Gymnasium, better known today as the “Red Gym.”
This initial undertaking began a long tradition of Findorff constructing notable
structures on the University’s campus, including Chazen Art Museum, Wisconsin
Institute for Discovery, School of Nursing, La Bahn Arena and Biochemistry.
Even an economic depression and World War II could not stunt Findorff’s success.
Over a century of accomplishments have been established through projects still
recognized in the Madison area. Oscar Mayer, Badger Ordinance, Hilldale
Shopping Center, and Camp Randall Stadium were just a few of Findorff’s earlier
clients. When many construction companies were going out of business, Findorff
stayed strong, adopting emerging building technologies, investing in efficient
equipment, and staying in front of innovative construction techniques.
CREATING FUN,
INSPIRING SPACES
IS A KEY OBJECTIVE
WHEN DEVELOPING
SUCCESSFUL LEARNING
ENVIRONMENTS.
Findorff officially incorporated in 1946 as J.H. Findorff & Son Inc., the Company’s
current name. In the early 1970s, Findorff became active in the Milwaukee market
and opened a full-service office by 1987. The Milwaukee office has contributed to
the early success of the Froedtert Memorial Lutheran Hospital and Henry Reuss
Federal Plaza.
As time progressed, Findorff established itself as a leading builder in the Midwest.
Additionally, our industry experience has earned us over 100 awards in the past
10 years alone, recognizing our commitment to quality construction and civic
initiatives.
OUR CORE VALUES
Our consistent focus on Findorff’s core values of Character, Community, and
Craftsmanship have proudly stayed true to our modest beginnings. These
standards represent the attributes used to measure success on every project and
in every employee. The integrity of our name, commitment to our communities,
and high-quality standards are constant considerations as we pursue and achieve
success.
YEAR BUSINESS STARTED
Date First Organized: 1890
YEARS IN BUSINESS
125 Years
COMPANY SIZE
The Company has grown to employ an average of 700 people between its
Madison and Milwaukee offices.
Section 04: Request for Information
03
SECTION 03
PROJECTS (ADDENDUM #2)
Big ideas and inspired thinking run deep at Findorff. We believe we are here to do more than construct buildings.
We are also here to lead the industry in innovative and sustainable projects to better serve our clients and communities
along the way. The Findorff team continues to bring together some of the greatest minds in our industry, repeatedly
proving our expertise in both construction and planning.
Findorff has reviewed the projects associated with the Long Range Facilities Plan identified in Addendum #2.
04
SECTION 04
REQUEST FOR INFORMATION (ADDENDUM #3)
01
TELL US ABOUT YOUR COMPANY AND WHAT YOU
OFFER RELATED TO OUR PROJECT MANAGEMENT
FINDORFF EXPERTISE
Our consistent focus on Findorff’s core values of Character, Community, and
Craftsmanship have proudly stayed true to our modest beginnings. These
standards represent the attributes used to measure success on every project and
in every employee. The integrity of our name, commitment to our communities,
and high-quality standards are constant considerations as we pursue and
successfully achieve.
PLANNING
CHARACTER
•• Understanding goals
Our years of diverse experience provide an undeniable advantage to each
•• Engagement
project. We demonstrate leadership, integrity and transparency throughout all
•• Cost of “doing nothing”
project phases. The exemplary character of our staff, along with our commitment
•• Aligning needs / cost
to communication, quality, and safety lend to our success in building award-
•• Budgeting
winning projects for numerous school districts throughout Wisconsin.
•• Local engagement
Our dedicated project team of over 150 field and office professionals that work in
the education market are industry experts. Findorff currently employs an average
of 700 construction professionals and tradespeople between our Madison and
Milwaukee offices. Collectively leveraging the knowledge and expertise of
individuals from both offices, Findorff is able to provide extensive construction
experience in complex projects of similar size and scope to that of the MequonThiensville School District project.
COMMUNITY
Findorff is a company built on character and integrity with a culture that supports
giving generously to our community. Our commitment to giving back through
community service and charitable work strengthens every year, and every year
we’re amazed at what we accomplish. Findorff understand the importance of
giving back to the community, whether it’s financial contributions or involving
local talent such as individual talent that lives in your community.
CRAFTSMANSHIP
Above all, Findorff is committed to bringing the highest level of service and
quality craftsmanship to every project we build. Findorff’s long-standing
relationships and commitment to excellence sets us apart from our competition.
No matter the budget or schedule, craftsmanship is never compromised. In the
office and on the jobsite, our high-caliber professionals have helped maintain
•• Value analysis
•• Scheduling
•• Operational impact
•• Bidding
•• Referendum Strategy
CONSTRUCTION
•• Coordination
•• Communication
•• Self-perform work
•• Safety/Quality Assurance
•• Schedule/Cost control
•• Direct Owner Purchase
•• Outreach
•• Close-out
ADDITIONAL SERVICES
•• Training
•• Transition Planning
•• Commissioning
•• Warranty
•• Reconcile savings
•• Community celebration
our reputation for superior construction services, year after year. From the very
start, Findorff’s staff has set the standard for craftsmanship and made quality their
mission. More than 125 years after our simple beginnings, Findorff is still known
for unparalleled quality and industry leadership.
02
Our experience solidified
for me that Findorff will
be our construction firm of
choice on any project. They
have the project leadership,
management skills and skilled
labor force to do any job very
well.
Dean Gorrell
SUPERINTENDENT
VERONA AREA SCHOOL DISTRICT
PLEASE TELL US ABOUT YOUR EXPERIENCE
WORKING WITH SCHOOL DISTRICTS
Educational facilities have long been an important part of Findorff’s project
portfolio, beginning with one of our very first contracts for the University of
Wisconsin’s Red Gym at the cusp of the 20th century. Over the past decade, we
have completed more than 50 education-related projects totaling over $650
million in value.
This experience translates into several benefits for the Mequon-Thiensville
School District, including accurate cost estimates, reliable schedules, and quality
construction. Over 80% of our work is in occupied spaces, so we understand
how to work around students and how to protect the learning environment.
Beyond this, as standard practice, Findorff’s project team meets frequently with
representatives from school districts to determine the best approach to safe
building procedures. We remain constantly mindful of issues such as traffic flow,
recesses, lunch hours, and other school activities that may require special safety
planning.
We maintain clean jobsites with equipment and materials stored in locations
that are the least disruptive to teachers, students, and parents. In addition,
we understand the curiosity of kids and we make efforts to educate students
about the construction process through tours and other educational outreach
opportunities.
Most importantly, Findorff understands that school projects are dictated by
referendum budgets. As such, we start to perform value analysis as soon as
possible, if needed, to identify where we can continue to save dollars for the
District.
Please reference the following pages for some of Findorff’s school projects.
Additionally, below is a listing of our recent work with Plunkett Raysich Architects.
EXPERIENCE WITH PLUNKETT RAYSICH ARCHITECTS
Creating the right team is critical to a project’s success. Findorff has a great track
record with Plunkett Raysich Architects and we are thrilled to know they will be
guiding you through the planning process. Our solid working relationship with
PRA consists of over 20 clients, including the recently-passed referendum for
Representatives from Findorff
Madison College. Below are projects Findorff has worked on with PRA:
have been invaluable members
•• Beaver Dam Middle School Electrical Vault Replacement
of our pre-referendum and
•• Capital City Harley Davidson
subsequent construction work.
•• DeForest Area School District
•• J.H. Findorff & Son Inc. Milwaukee Office
Skills that differentiated
•• Group Health Cooperative - Madison College Clinic
Findorff from others include
•• Madison College Gateway Entrance
behind the scenes skills that
•• Madison College Traux Campus Backfill
provide high quality, on-time
•• McFarland School District
commitments. They deliver!
•• Meriter Child Care Center
•• Meriter Center for Perinatal Care
•• Meriter Hospital Newborn Intensive Care Unit
•• Meriter Hospital Pediatric Emergency Department
•• Meriter Hospital Post-Op Recovery
•• Middleton-Cross Plains Area School District
•• Mount Horeb Primary Center Renovation
•• Oconomowoc Area School District
•• St. Francis Xavier Church
•• Tenney Park Pavilion
•• Summit Credit Union - Inspiration Branch
•• UWHC Administration Building
•• Wheaton Franciscan Healthcare All Saints
•• Wheaton Franciscan Healthcare Central Lab Decentralization
Dr. Patricia Deklotz
SUPERINTENDENT, KETTLE MORAINE
SCHOOL DISTRICT
Alverno College
•• Alexia Hall (Under Construction)
•• JoAnn McGrath School of Nursing Renovation (Under Construction)
Beaver Dam Unified School District
•• Middle School Electrical Vault Replacement
Beloit College
•• Center for the Sciences (New Construction)
Carthage College
•• Oaks Building 5 (New Construction)
•• Student Center (New Construction)
Columbus School District
•• Columbus High School Renovations
•• District-wide Master Planning
DeForest Area School District
•• Eagle Point Elementary (New Construction)
•• Windsor Elementary Addition and Renovation
•• Yahara Elementary School Renovation
Edgewood Campus
•• DeRicci Hall Renovation
•• Dominican Hall (New Construction)
•• Mazzuchelli Center Renovation
•• Predolin Hall Renovation
•• Regina Hall Renovation
•• Sonderegger Science Center (New Construction)
•• The Stream at Edgewood College (New Construction)
•• New Residence Hall
Elkhorn Area School District
•• District Office Addition and Renovation
•• Eagle Point Middle School
•• Elkhorn High School Addition and Renovation
•• Jackson Elementary School Addition and Renovation
•• Westside Elementary Addition and Renovation
Edgerton School District
•• Edgerton Elementary School Addition
•• Edgerton High School Renovation
•• Jackson Elementary Addition and Renovation
•• Westside Elementary Addition and Renovation
Indian Community School
•• New School Serving Grades K-8
Juda Public Schools
•• K-12 School Addition and Renovation
Kettle Moraine School District
•• Cushing Elementary School Renovation
•• Dousman Elementary School Addition and Renovation
•• Magee Elementary School Renovation
•• Wales Elementary School Addition and Renovation
•• Kettle Moraine Middle School Addition and Renovation
•• Kettle Moraine High School Renovation
Lake Country School District
•• Lake Country School Addition
Madison Country Day School
•• Master Planning
•• School Addition and Renovation
Madison College
•• Fort Atkinson Campus Renovation
•• Gateway Building (New Construction)
•• Health Education Building (New Construction)
•• Ingenuity Center (New Construction)
•• Portage Campus Renovation
•• Protective Services Education Center (New Construction)
•• Reedsburg Campus Renovation
•• Watertown Campus Renovation
Madison Metropolitan School District
•• East High School Renovation
•• Marquette Elementary School Renovation
•• O’Keefe Middle School Renovation
McFarland School District
•• Conrad Elementary School Renovation
•• Conrad Elvehjem Early Learning Center Renovation
•• Indian Mound Middle School Renovation
•• McFarland High School Addition and Renovation
•• Park Elementary School Renovation
•• Waubesa Intermediate School (New Construction)
Middleton-Cross Plains Area School District
•• Elm Lawn Elementary School Addition and Renovation
•• Glacier Creek Middle School Addition and Renovation
•• Kromrey Middle School Addition and Renovation
•• Middleton Alternative High School (New Construction)
•• Middleton High School Food Service Renovation
and STEM Renovation
•• Northside Elementary School (New Construction)
•• Sauk Trail Elementary School Renovation
•• Sunset Ridge Elementary School Addition and Renovation
•• West Middleton Elementary Renovation
Milwaukee Public Schools
•• 35th Street School Addition and Renovation
•• Dr. Martin Luther King School Addition
Mount Horeb Area School District
•• Primary Center Addition and Renovation
Muskego-Norway School District
•• District-wide Improvements
Oconomowoc Area School District
•• Nature Hill Intermediate School (New Construction)
•• Oconomowoc High School Addition and Renovation
•• Summit Elementary School (New Construction)
•• Silver Lake Intermediate School (New Construction)
Oregon School District
•• Brooklyn Elementary School Addition and Renovation
•• Master Planning
•• Oregon Middle School Addition and Renovation
•• Oregon High School Addition and Renovation
•• Prairie View Elementary School Renovation
School District of Jefferson
•• East Elementary School Renovation
Shepherds Ministries
•• Shepherds College Residence Hall (New Construction)
St. John’s Military Academy
•• Fine Arts Building & Auditorium Planning
Stoughton Area School District
•• Kegonsa Elementary School Addition and Renovation
•• River Bluff Middle School (New Construction)
•• Sandhill 5th-6th Grade School (New Construction)
•• Stoughton Senior High School Addition and Renovation
Sun Prairie Area School District
•• Cardinal Heights Upper Middle School Addition
and Renovation
•• Creekside Elementary School (New Construction)
•• Eastside Elementary School Addition and Renovation
•• Horizon Elementary School Addition and Renovation
•• Northside Elementary School (New Construction)
•• Patrick Marsh Middle School (New Construction)
•• Prairie Phoenix Academy Renovation
•• Prairie View Middle School (New Construction)
•• Royal Oaks Elementary School Addition and Renovation
•• Sun Prairie High School (New Construction)
•• Westside Elementary School Security Entry Renovation
University of Iowa
•• School of Music Renovation
University of Wisconsin - Madison
•• Biochem Sciences Complex (New Construction)
•• Chazen Museum of Art Addition
•• Gordon Dining and Event Center (New Construction)
•• Health Sciences Learning Center (New Construction)
•• Hillel Center (New Construction)
•• LaBahn Arena (New Construction)
•• Pyle Center (New Construction)
•• Red Gym Renovation
•• Signe Skott Cooper Hall (School of Nursing) Renovation
•• Wisconsin Institutes for Discovery (New Construction)
University of Wisconsin - Milwaukee
•• Sandburg Hall Dormitory Commons Renovation
•• School of Architecture Infiltration Study
University of Wisconsin - Parkside
•• Multi-Building Renovations
University of Wisconsin - Platteville
•• Pioneer Student Center
University of Wisconsin - Whitewater
•• James R. Connor University Center
Verona Area School District
•• Badger Ridge Middle School (New Construction)
•• Country View Elementary School Repairs
Waunakee Community School District
•• Heritage Elementary School Renovation
•• New Intermediate School
•• Prairie Elementary School Addition and Renovation
KETTLE MORAINE SCHOOL DISTRICT
WALES, WI
Rendering provided by EUA
After being a part of the master-planning process, Findorff helped position the
District for Phase 1 of their long-range district-wide building needs. We provided
intense preconstruction efforts and pricing scenarios during master planning.
Referendum strategy and graphic design services were additionally provided to
share needs related to capital maintenance, technology, safety and learning
environments. Construction includes work in all eight district buildings and will be
complete in 2016:
Secured entrance and renovations for capital maintenance, improved
learning spaces and technology upgrades:
••
••
••
••
Cushing Elementary School
Kettle Moraine Middle School
Kettle Moraine High School
Magee Elementary School
Addition for secured entrances and renovations for capital maintenance,
improved learning spaces and technology upgrades:
•• Dousman Elementary School
•• Wales Elementary School
Technology upgrades:
•• Brandybrook
•• District Office
Findorff’s project management
skills demonstrated to date
have been sophisticated,
comprehensive and customerfocused. Their facilitation of the
bid process and construction
scheduling has been seamless.
Dr. Patricia F. Deklotz
SUPERINTENDENT
MOUNT HOREB PRIMARY CENTER
MOUNT HOREB, WI
In need of restoring and preserving their 1918 Primary Center Elementary building,
Findorff worked with Plunkett Raysich Architects to renovate approximately 70,000
square feet of Mount Horeb’s existing building and meet the District’s 21st century
learning initiatives.
FEATURES
Upon an approved referendum, the District added a 4,500-square-foot entry and
administrative wing which featured a secured entrance sequence. Throughout the
64,400-square-foot renovation, new windows, roofing, wall insulation, and masonry
tuck pointing were incorporated.
PROJECT AWARDS
Approximately 80% of the building’s existing interior walls and various floors were
removed to allow for new floor plans. The existing classrooms were reconfigured in
order to provide improved accessibility which gave students a better environment
for learning. Additionally, the library and cafeteria underwent renovations, and a
geothermal heating system was added to the building. Revisions to the traffic patterns
and site layout were developed to provide a safer environment for students,
parents and staff.
Community engagement was a major aspect of this project as well. Findorff
incorporated a wide-range of student involvement throughout the project.
From the project’s groundbreaking event to writing assignments based on class
observations of construction activities, the students were involved in the project
from day one.
•• Historic renovation and expansion
•• Geothermal system
Madison Trust
•• 2012 Historic Preservation Award
AGC Wisconsin
•• 2013 Build Wisconsin Award for
Excellence in Partnering
SUSTAINABLE DESIGN AND
CONSTRUCTION ELEMENTS
•• Geothermal well
•• Local materials
•• Natural Lighting
•• High-efficiency systems
OCONOMOWOC AREA SCHOOL DISTRICT
OCONOMOWOC, WI
Findorff’s relationship with the Oconomowoc Area School District dates back to
2002 with the construction of Summit Elementary School. Five years later, Findorff
SUMMIT ELEMENTARY SCHOOL
KEY FEATURES
returned as the Construction Manager for the District’s multi-school expansion.
•• 77,000 square feet
This latest initiative included the construction of two new intermediate schools
•• Energy-efficient concepts
totalling 123,000 square feet as well as the addition to a 48,000-square-foot expansion
project completed at the District’s High School.
SUMMIT ELEMENTARY SCHOOL
•• Gymnasium
•• Construction on a 30-acre site,
featuring ponds and athletic fields
This 77,000-square-foot facility was the first new school to be built in Oconomowoc
•• Stage space
in 40 years, and one of the first buildings in the new Pabst Farms development.
•• State-of-the-art systems
The building has 23 classrooms clustered in four quadrants around the perimeter,
with a larger gymnasium, stage, library, and ancillary spaces toward the center.
SUSTAINABLE DESIGN AND CONSTRUCTION ELEMENTS
•• Daylight tracking and cool daylighting
•• Native vegetation
•• Sustainable materials
MULTI-SCHOOL EXPANSION
Nature Hill and Silver Lake Intermediate Schools: Strategically located on two
MULTI-SCHOOL EXPANSION
KEY FEATURES
sites near growth areas of the community, these new 123,000-square-foot, two-story
•• 294,000 square feet (combined)
intermediate schools have identical footprints to provide an equal community
•• Multiple K-12 schools
presence, but different color schemes to differentiate the schools both inside and out.
The layout for both facilities includes a two-station gym, locker and multi-purpose
rooms, art, science, special education, cafeteria, health, choral, orchestra, band
•• New construction
•• Addition and renovation work
rooms, combined technical education and computer lab as well as a library and
•• Gymnasium
computer lab. Each school has capacity for 800 students, for grades 5 through 8.
•• Performing arts center
A house concept design provides individual classroom areas for each grade level.
Oconomowoc High School and Arts Center: Specifically, Oconomowoc High School
received a gymnasium addition that more than doubled the size of the existing
gym, including a wood performance court, practice court, and a running track.
A new, 750-seat performing arts center was also part of the project scope, with
amenities such as a full-rehearsal room, orchestra pit, scene shop, dressing rooms
and a lobby reception area.
MIDDLETON-CROSS PLAINS AREA SCHOOL DISTRICT
MIDDLETON AND CROSS PLAINS, WI
Findorff has had a strong relationship with the Middleton-Cross Plains Area School
District for nearly 20 years. This work has included master planning, studies, design,
SUSTAINABLE DESIGN AND
CONSTRUCTION ELEMENTS
community outreach, referendum planning, and construction. We have completed
•• Demand controlled ventilation
everything from small renovations and summer work, to extensive new buildings
•• Energy recovery ventilation
and complex environments. Below are several of Findorff’s recent projects:
•• Energy Star equipment
KROMREY MIDDLE SCHOOL
This $60 million referendum passed with 68% support after a 4+ year planning and
community engagement campaign. The referendum resolved overcrowding at all
of the District’s elementary and middle schools by changing from a PreK-5 / 6-8
grade configuration to a PreK-4 / 5-8 arrangement.
The most significant component of the referendum is a $50 million “new” 5-8 grade
middle school. The project saved 25,000 square feet of the existing Kromrey Middle
School and added 240,000 square feet in multiple phases. The building form closely
follows the regional planning commission’s boundary for the Pheasant Branch
Conservancy. The three-story, 6-8 grade wing of the building features an
environmental education center to use by students and the community. It has
direct access to the Conservancy for research, study, and restoration.
•• Erosion control fencing
•• Geothermal heating and cooling system
•• Increased roof insulation
•• Insulated, high-performance glazing
with a low-e coating for windows
•• LED exterior lighting
•• Low-flow plumbing fixtures
•• Low VOC products
•• Natural lighting and views
•• Occupancy sensors
•• Recycled construction waste
•• Stormwater management
•• Utilization of native low/no irrigation
landscaping
ADDITIONAL PROJECTS COMPLETED BY FINDORFF FOR THE
•• Glacier Creek Middle School (new school and later addition)
•• Middleton High School Expansion and Pool
•• Middleton Performing Arts Center
•• New Middleton Alternative High School (now Clark Street Community School)
PROJECT AWARDS
Middleton High School Expansion
•• WI Builder Top Projects Award
Middleton High School Performing
Arts Center
•• AGC Build Wisconsin Award
•• Northside Elementary School
•• Sauk Trail Elementary School renovation
•• Secured entries at eight schools
•• STEM space at Middleton High School
•• Sunset Ridge Elementary School (new school and later addition)
•• West Middleton Elementary School Renovation
Spectrum Award from the Wisconsin
School Public Relations Association
Received for communication materials
created during the Middleton-Cross
Plains Area School District 2012
referendum
SUN PRAIRIE AREA SCHOOL DISTRICT
SUN PRAIRIE, WI
Findorff has a long-standing relationship with the Sun Prairie Area School
ADDITIONAL PROJECTS
District. We have completed numerous projects over decades ranging from
•• Cardinal Heights Upper Middle School
$5,000 to $90 million. Our team members have had the pleasure to either build
•• Eastside Elementary School
or remodel projects at all 12 schools in the District. Our most recent work in the
•• Northside Elementary School
district includes the following:
•• Patrick Marsh Middle School
SUN PRAIRIE HIGH SCHOOL
The 427,000-square-foot high school includes a 1,000-seat performing arts center,
four-station gymnasium, swimming pool, clusters of small learning centers, and a
cafeteria accommodating 1,000 students at a time. The entire school is heated and
cooled by a large geothermal system located below the baseball fields. Designed
for 2,000 students, the key goals that guided the project included:
•• A personalized learning environment
•• A healthy and sustainable learning community
•• The establishment of the School as a center that fosters community pride
An interesting feature of the high school is how the student commons is used as
a link between the learning academies and the public-use spaces of the gymnasium,
auditorium and swimming pool. It is the “social heart” of the school.
•• Prairie View Middle School
•• Royal Oaks Elementary School
•• Sun Prairie High School
•• Westside Elementary School
PROJECT AWARDS
Sun Prairie High School
•• SE2 Award of Merit from the WI
Green Building Alliance
Sun Prairie High School Performing
Arts Center
CREEKSIDE ELEMENTARY SCHOOL
Findorff was hired to assist the District in the planning and design process of an
early childhood through 5th grade prototype. Creekside Elementary School,
as well as Horizon Elementary School, are products of this process, combining
a common floor plan with original exterior design concepts particular to the
different neighborhoods and students they serve. Important project features
include:
•• Enhanced learning through integrated technology
•• A “small school” culture
•• Support of neighborhood schools as centers for the community
•• Engagement of the public in the planning process
•• Healthy, comfortable, and flexible learning spaces
•• A geothermal heating and cooling system to reduce operational costs
This project required an extensive site plan, which incorporated sustainable
building elements such as the installation of a geothermal heating and
cooling system. Other green initiatives included the following:
•• Energy Star labeled with an EPA of 99/100
•• Stormwater management system
•• Advanced HVAC efficiency
•• Efficient lighting
•• Heat recovery wheel on fresh air supplies
HORIZON ELEMENTARY SCHOOL
The new elementary school is approximately 95,000 square feet, serving early
childhood through 5th grade. It is configured around central planning areas to
encourage interaction between grade levels. The site is approximately five acres
of donated land within a residential neighborhood and adjacent to twelve acres of
City park land. The District and City shared the development costs for the site.
Sun Prairie Power & Light authorized a $70,000 incentive to help the District
cover the cost difference between the geothermal heat pump system and
the VAV system. This incentive, along with general construction changes,
reduced the net installed cost increase for the geothermal heat pump system
to $118,625 over the cost of a conventional VAV system. In conjunction with
an annual operating cost savings of $12,230, this incentive has reduced
the simple payback of the geothermal heat pump system to 9.7 years. The
expected life span of the HVAC equipment is 18 years.
03
WHAT DO YOU FIND MOST CHALLENGING WORKING
WITH SCHOOL DISTRICTS?
Although every construction project presents its own set of challenges, when
working with school districts, we typically have several “owners.” Our owner can
include a variety of stakeholders, such as the administrative team, School Board,
staff, students, involved community members, taxpayers and local vendors. When
various stakeholders voice their opinions, thoughts, ideas and passions, we need
OUR ON SITE STAFF IS
DEDICATED TO
MAINTAINING THE
HIGHEST STANDARDS
OF SAFETY.
to listen carefully; balance needs and wants; and find cost-effective ways to meet
your facility needs.
04
WHAT DO YOU FIND MOST REWARDING?
We’re not only passionate about building buildings, but we are passionate about
the impact we have on our future though the youth. The majority of us that are
focused in Findorff’s education market have chosen to dedicate our time to
our school work. We enjoy being a part of the planning process, engaging your
community, and bringing you spaces that allow your teachers to guide and your
students to learn in the most optimal environment. We stay current on trends in
school design, not because we’re designers, but because we want to bring ideas
that may help you meet your goals. We are truly interested in your best interest
and challenge ourselves to bring you the most cost-effective long-term solutions.
One of the most rewarding days for us is seeing staff and students positively
impacted by the improvements we make to their schools.
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at the start of a project, and is customized to the scope of work including: basic
project information, estimated project schedule, Findorff’s contact names and
phone numbers, as well as notifications of major events.
As major milestones in a project are developed, Findorff will hold job-wide
meetings to not only celebrate the milestones, but to also communicate important
information to all trade workers – especially safety information and risk awareness
items for the next phase of work.
OVER 150 FIELD AND
OFFICE PROFESSIONALS
WORK ON OUR
SCHOOL PROJECTS
Our communication and construction processes are transparent, proactive, and
tailored to meet each client’s needs.
06
EXPLAIN YOUR LEVEL OF COMPETENCE RELATED
TO REPLACING; BOILERS, ROOFING, WINDOWS AND
GENERAL MAINTENANCE END OF LIFE REPLACEMENT
For generations, we’ve assisted school districts with their maintenance planning
and implementation. As a $425 million company, we have successfully managed
replacement of all types of systems, and have an expert level of competence on
projects like yours. Our rich history of managing complex projects, combined with
our extensive partnerships with resources, create the expertise you need.
For example, in the Kettle Moraine School District we are managing a $49.6
million project that consists mostly of major renovations and a few small additions.
Within the renovations, work includes replacement of roofs, boilers, windows and
equipment that is beyond their useful life. We are managing the entire scope of
work, self-performing some of the work, and hiring specialty subcontractors where
expertise is critical.
We also did a $9 million renovation of the Primary Center for Mt. Horeb School
District. The building was originally constructed in 1918 and needed extensive
work including mechanical, electrical, plumbing, windows, roofing, etc. This
project was complex and required specialty trades and coordination. We
successfully completed this project with Plunkett Raysich Architect and were even
recognized by the Associate General Contractors of Wisconsin for our outstanding
partnerships.
07
HELP US UNDERSTAND YOUR PROCESS FOR BIDDING
PROJECTS, HOW DO YOU ENSURE THEY ARE
COMPLETE TO AVOID CHANGE ORDERS?
Findorff coordinates bid packages for solicitation from trade contractors and
material suppliers. We talk to them early and often to increase their awareness
and the amount of competition, as well as discovering availability and cost of
specific items. We also coordinate the bid packages to avoid any overlap between
contractors’ bids and to prevent any ambiguity in documents.
Generally, we proceed in a true “fast-track” method where the documents are bid
as individual packages are complete. This allow us to:
•• Proceed with construction in a more expeditious fashion, rather than waiting
for all design documents to be completed
•• Promptly communicate with the owner and design team to establish the best
bid package sequencing.
•• Recommend pre-selecting contractors or subcontractors in the mechanical,
electrical and plumbing trades to ensure the highest level of collaboration in
cost analysis and design
Findorff aggressively bids all relevant portions of the project to all available trade
contractors with sufficient capacity to handle the project. Our bidder list contains
hundreds of trade contractors for any individual project, many of whom are local
and would have a strong interest in the project.
Historically, Findorff has made every effort to avoid change orders. Our standard
approach has been to include an identified estimating contingency when
developing estimates toward a GMP. Typically, most or all of this contingency has
been returned to the owner at some point in the project when all costs are well
known.
WE AT FINDORFF
UNDERSTAND THAT
NO TWO PROJECTS
ARE ALIKE. AS A RESULT,
WE ARE PLEASED TO
OFFER CUSTOMIZED
DELIVERY METHODS TO FIT
EVERY UNIQUE SITUATION.
The professional and talented
staff at Findorff have proven
once again their abilities to
consistently deliver quality,
cost-controlled projects ontime and within budget. Please
08
For changes to project scope initiated by the owner after the GMP has been
established, we would expect an adjustment, or change order, to the GMP.
Normally, we would charge an additional fee on these change orders. However,
we are willing to discuss alternate strategies to meet the needs of the Owner.
know how much I personally
appreciate the dedication and
commitment this team continues
to provide.
Thomas E. Wohlleber
ASSISTANT SUPERINTENDENT FOR
BUSINESS SERVICES, MIDDLETON-CROSS
PLAINS AREA SCHOOL DISTRICT
HOW ARE CHANGE ORDERS HANDLED BY YOUR
COMPANY?
09
WORKING TO STAY ON BUDGET IS IMPERATIVE SHOULD THE
REFERENDUM PASS. PLEASE GIVE SOME EXAMPLES OF PAST
PROJECTS THAT CAME IN UNDER BUDGET AND HOW THAT
WAS ACCOMPLISHED
We have many examples of projects where we have come in under budget for
districts like Middleton-Cross Plains and Sun Prairie Area School Districts. A
recent example in the Milwaukee area is in the Kettle Moraine School District.
We worked collaboratively with the district, facility committee and architect to
establish a pre-referendum scope and budget. Once the referendum passed,
we walked through milestones, such as schematic, design, budget, design
development budget, and finally the GMP budget.
We’re proud to say from those early conversations to the upcoming April
groundbreaking we are within one percent of our original referendum budget.
According to the Lake Country NOW’s March 4, 2015 article, “KMSD received
209 outstanding competitive bids… putting the project within one percent of the
$49.6M budget… 35% of the bidders were within 25 miles of the district.”
10
WHAT WERE SOME THAT DIDN’T AND WHY?
We cannot and will not go over budget on a school project. There are times
districts consciously decide to add to the predetermined scope-of-work. In these
situations, we work together to find alternate funding sources outside of the
referendum dollars or reduce the scope in another area to allow for the owner
scope changes.
11
WHAT IS YOUR QUALITY MANAGEMENT PROCESS?
HOW DO YOU ENSURE EXCELLENT QUALITY IS
MAINTAINED THROUGHOUT THE PROJECT?
Findorff’s commitment to excellence sets us apart from our competition.
We constantly monitor the quality of work produced by Findorff and all of our
subcontractors. Findorff designs customized quality control programs to meet
specific requirements for each project, which enables construction to progress
while maintaining the highest level of quality. The established quality control
program is maintained by multiple staggered inspections to deliver the best
finished product possible.
Findorff’s project management team and superintendent are responsible for
ensuring each subcontractor incorporates quality materials and craftsmanship
on the project. They also share the responsibility of implementing the project’s
quality control program throughout each phase of work.
All major scopes of work involve a pre-task planning meeting with subcontractors,
which allows the tradespeople to understand quality standards established by the
team. Additionally, Findorff’s superintendents maintain a progressive punchlist on
all projects as a means to review the facility and ensure quality construction was
performed. If something is incorrect or inadequate, the superintendent notes the
issue and contacts the responsible subcontractor immediately to resolve it. The team
then reviews the correction together to close it out. Findorff encourages the owner
and architect to participate in these inspections as their supplemental input adds
80% OF OUR WORK IS
PERFORMED IN
OCCUPIED SPACES
RECENT EDUCATION
PROJECT AWARDS
BELOIT COLLEGE CENTER FOR
THE SCIENCES
AGC Build WI Environmental Excellence
Award
The Daily Reporter Top Projects Award
MADISON COLLEGE SMART FUTURE
PROGRAM
The Daily Reporter Top Project Award
In Business Commercial Design Award Best Large Project
ASID Excellence Award
AGC Build WI Award for Excellence in
Partnering
MIDDLETON HIGH SCHOOL
AGC Build WI Award
MOUNT HOREB PRIMARY CENTER
AGC Build WI Award
In Business Commercial Design Award
SIGNE SKOTT COOPER HALL AT
UW-MADISON
ASID WI Annual Design Excellence Award
SE2 Award of Merit from the WI Green
Building Alliance
WI Builder Top Projects Award
great value to the project. Findorff’s assigned project manager also conducts
continuous visits to inspect the site and then reports how quality standards are
being maintained in weekly project meetings. This team approach to quality
has proven effective in many past projects and continues to be implemented on
current work.
Findorff’s commitment to quality is further exemplified by the various tools used
during field inspections to verify compliance with project documents. Several devices
regularly used by Findorff include our Thermal Imaging Camera and Probe Camera.
The Thermal Imaging Camera forms an image using infrared radiation to check
structural elements such as exterior wall details to ensure they have proper insulation
and no air gaps. Likewise, the Probe Camera is used to verify construction details,
but its wire-like design allows for the inspection of hard-to-reach areas where
photos can be taken and proper installation of systems can be confirmed.
Information tracked as part of Findorff’s quality control program is also carefully
coordinated with the completion of deadlines and design document requirements.
Incorporating the design schedule with the construction schedule ensures the design
team’s focus is where it is most effective to optimize the overall project schedule.
12
PLEASE EXPLAIN YOUR CONTRACT MANAGEMENT
PROCESS
PERFORMING
ARTS CENTER
WI Builder Top Projects Award
One unique service Findorff is pleased to provide not-for-profit clients involves
THE STREAM AT EDGEWOOD COLLEGE
In Business Commercial Design Award
- Project of the Year, Best Green Built &
Medium Project
ASID Excellence Award
of Wisconsin, and offer owners tax exemption on materials used for their building
UW-MADISON BIOCHEM EXPANSION
AIA Honor Award
WI Builder Top Green Projects Award
arrangement for clients such as Middleton-Cross Plains School District, Edgewood
our Direct Owner Purchase (D.O.P.) Program, which is operated under a separate
company called Findorff, Inc. D.O.Ps are structured and regulated by the State
projects via Findorff, Inc. As one of the first contractors to establish this program,
Findorff has streamlined the process to be very efficient for our clients.
To date, Findorff has successfully completed over 100 projects under this
College, and Sun Prairie Area School District. In the last five years, over $96.0
million has been processed through this program, resulting in over $5.2 million in
tax savings for our clients.
TYPICAL PROCESS FOR TAX-EXEMPT CLIENTS
This was a new experience for
Owner Responsibilities
•
Establish credit with dozens of vendors and suppliers
me, but I found the Findorff
•
Issue multiple purchase orders with each vendor and supplier
•
Receive invoices regularly from each vendor and supplier
team to be helpful in answering
•
Write multiple checks to each vendor and supplier
my questions, and patient with
my inexperience during our
numerous meetings. They walked
me through the construction
CREDIT APPLICATION
PURCHASE ORDER
process from start to finish...
INVOICE
000000123456789
CREDIT APPLICATION
PURCHASE ORDER
INVOICE
000000123456789
Signature
Date
000000123456789
excellence and commitment.
I am happy that I had the
opportunity to experience this
Signature
Date
Findorff has a reputation for
000000123456789
1
2
3
4
Establishing Credit
Multiple Times
Multiple
Purchase Orders
Multiple
Invoices
Multiple
Checks
PROCESS FOR TAX-EXEMPT CLIENTS USING FINDORFF, INC.
Owner Responsibilities
•
Issue one purchase order to Findorff, Inc.
•
Receive single combined invoices twice a month from Findorff, Inc.
•
Write only two monthly checks to Findorff, Inc.
PURCHASE ORDER
INVOICE
000000123456789
1
2
3
One P.O. to
Findorff, Inc.
Bi-monthly
invoices from
Findorff, Inc.
Write two monthly
checks to
Findorff, Inc.
first-hand.
Kathi Klass
PRINCIPAL, HORIZON ELEMENTARY SCHOOL
13
HOW ARE AS-BUILTS AND CLOSEOUT
DOCUMENTATION HANDLED?
A successful project is ultimately measured by an organized and thorough project
closeout. The process actually begins with a coordinated planning effort executed
very early in the project. Findorff spends a great deal of time during construction
working to ensure that all items are competed correctly the first time.
OVER THE PAST SIX YEARS,
42% OF FINDORFF’S
PROJECTS HAVE
INVOLVED WORK FOR
VARIOUS EDUCATIONAL
INSTITUTIONS.
Findorff is proactive with our internal Punch List process, performing our own
continuous walk-throughs prior to the owner/architect final inspection. Quality
issues are identified, followed by notices and follow ups to ensure corrections are
documented.
A brief summary of these activities would also typically include the following efforts:
•• Secure/transmit certificate of occupancy if required
•• Verify completion of outstanding punch list items
•• Review testing and inspection reports for closure on open issues
•• Monitoring and testing of all equipment and systems
•• Finalize/transmit owner operational and maintenance manuals
•• Provide a complete list of project contact personnel for owner’s future use
•• Schedule/facilitate/document owner indoctrination and training sessions
•• Secure/compile/transmit required guarantees, affidavits, releases, waivers
•• Finalize/transmit field record drawings and specifications
•• Deliver/document owner’s attic stock materials
•• Deliver required miscellaneous keys, tools, charts and diagrams
•• Submit final applications for payment
•• Provide contractor’s affidavit of release of liens
Once we’re able to gather this information we consolidate it into an easy-tounderstand electronic format that the owner can keep. We’re also willing to
provide hard copies and full-sized sets of plans (if desired). Our goal is to have this
completed 30 days after substantial completion.
It’s important to mention one of our auxiliary or related services that could be
advantageous for the Mequon-Thiensville School District. One of the many benefits
we provide clients is through Turis™ Systems, a Findorff affiliated company that
develops building innovation systems and utilizes building information modeling to
improve facility implementation and management. Turis just launched Akita Box,
a cloud-based storage and sharing solution for facility information that provides
clients with a streamlined way to access your most current facility plans and
documents.
We can work with you to implement this new technology that stores your as-builts
and other closeout documentation at your fingertips.
14
HOW WILL YOUR COMPANY ENSURE A SAFE AND
SECURE JOBSITE? PLEASE PROVIDE SOME EXAMPLES
Findorff has developed a comprehensive safety program to control the hazards
inherent to construction projects. For those hazards which cannot be eliminated
through engineering and administrative controls, we take proactive steps through
pre-planning and education to protect our workers, subcontractors, clients, and
the general public. In addition to education, we involve all of our employees in
this process through a Safety Committee and an Incentive System.
The Safety Committee is comprised of Findorff’s Safety Director, Sonny Femal
(a 30+ year employee with the firm), a project manager, a project engineer, two
superintendents, two foremen, and a safety supervisor. The Committee tracks
trends, recommends training, analyzes hazards, recommends safety equipment,
reviews employee safety suggestions and addresses other functions as they arise.
As a standard practice, Findorff’s project team will meet frequently with staff from
the Mequon-Thiensville School District to determine the best approach to safe
building procedures. We remain constantly mindful of issues such as traffic flow,
lunch hours and other school and after-school activities that may affect the safety
of those involved.
Pictured Above: A Findorff Safety Supervisor
leads a weekly toolbox talk; one of the key
communications we use regarding safety
procedures.
ONGOING SAFETY
INCENTIVE PROGRAMS
ARE AN EFFECTIVE
TOOL IN REMINDING
EMPLOYEES ABOUT SAFE
WORKING PRACTICES AND
REWARDING THEM FOR
THEIR EFFORTS.
Recently on another school project, Findorff developed large posters that were
displayed at the main entrance of each school. The purpose was to communicate
the construction hazards/information to students, faculty and parents with an
emphasis on safety and routing changes that were taking place. These posters
were consistently updated and were highly visible throughout the project. Other
safety measures involved Project Superintendents meeting daily with school
principals to discuss construction progress.
Finally, Findorff has developed an incentive system that awards points to all
employees who abide by our safety rules and the standards of the regulatory
agencies to which the construction industry is subject. In addition, points are
We want to acknowledge the
construction crew for their
professionalism throughout
the high school building/
remodeling project. They
exhibited a sincere
concern for the safety of
our students and staff.
earned by employees who make safety suggestions/innovations that are adopted
by the Company, report near misses and are randomly observed addressing safety
issues outside of their direct responsibility. These points can then be accumulated
and used to purchase personal tools or other safety-related merchandise.
Findorff’s Experience Modification Rating
Findorff’s current Experience Modification Rating (EMR) is .54. Compared to the
industry average of 1.0, this means our job sites are generally more than 40% safer
than others in the industry. Our five-year average safety rating of .55 shows that
safety is a chief concern, and one we continue to follow with consistency.
Ed Dallwig
MIDDLETON HIGH SCHOOL
NATIONAL AVERAGE
1.0
Findorff job sites are more than 40%
safer than the national average!
0.8
0.6
.58
0.4
.53
.57
.53
.54
0.2
0.0
2010-112011-122012-132013-142014-15
15
WHY SHOULD WE SELECT YOUR FIRM?
RECENT AWARDS
Like the Mequon-Thiensville School District, Findorff has a tradition of excellence
and commitment to progress. Throughout our Company’s history, we have had
the privilege of working with various school districts across the state of Wisconsin.
From major capital maintenance work to multi-year new building programs, we
have successfully delivered new or upgraded facilities to our clients.
While this experience adds value to each project we build and each customer
we serve, Findorff believes what sets us apart is our commitment to serving each
individual school district and their specific goals.
EDUCATION EXPERTS
Findorff has been working on education projects for 125 years, and we continue
to be proactive and focused in this area. We mentioned that over 150 of our
employees have worked in education, and we proudly use our experiences to
help educate others. We’ve presented at several conferences including:
•• 2015 Wisconsin State Education Convention
•• 2015 Wisconsin Association of School Business Officials Facilities
Management Conference
•• National School Boards Association’s 75th Annual Conference
We will be presenting at the following conferences:
•• 2015 National School Public Relations Association
•• 2015 Wisconsin Association for School District Administrators/Wisconsin
School Public Relations Association Joint Spring Conference
We’ll bring our current and relevant K-12 construction knowledge to your District.
TALENTED PRECONSTRUCTION TEAM
Our talented preconstruction team has extensive experience working within
tight schedules and maintaining lean budgets. We work with you and keep you
informed throughout construction to earn your trust as a construction partner
you can count on. With a focus in education, we understand how critical it is to
2014 BEST COMMERCIAL BUILDER
In Business Executive Choice Awards
In Business Executive Choice Awards
2013 FUTUREMAKERS AWARD
Wisconsin Technical College System
2013 NEWSMAKERS BUILDER OF
THE YEAR
The Daily Reporter
2012 MOST ADMIRED COMPANY
Corporate Report Wisconsin
2012 MOST PHILANTHROPIC COMPANY
Corporate Report Wisconsin
2012 BEST GENERAL CONTRACTOR Corporate Report Wisconsin
2012 EMPLOYER EXCELLENCE AWARD
WRTP/Big Step
InBusiness Executive Register
operate your spaces as quickly as possible so that students and staff can begin
benefiting from the transformed areas. We also understand there is no room for
error with the budget, so it is our responsibility to ensure your project stays on
track. We will commit to our schedule and budget, and deliver as promised.
EDUCATION OUTREACH
Today’s students are tomorrow’s leaders. Because we are passionate about what
we do, we always hope to inspire youth. We see the excitement that kids have
as they watch a construction site. Instead of having them build curiosity behind
the fence, we appreciate opportunities to teach them about what we are doing.
Engaging students by taking them on tours and ensuring the District is educated
on our process and work are all part of our outreach efforts.
COMMITMENT TO MEQUON-THIENSVILLE
It is a privileged to be considered for this opportunity in Mequon-Thiensville.
Findorff has employees that live in the District, and we have many relationships
from vendors, suppliers and subcontractors that are local. We appreciate how
important these relationships are to the community, and they mean everything
to us.
Above all, the Findorff team will remain a strong and steady partner throughout
all phases of the project providing hands-on expertise and cost-effective solutions
every step of the way.
We thank you for the opportunity to submit our qualifications and look forward to
the possibility of working with you in the future.
05
Section 05: Project Manager Objectives
SECTION 05
PROJECT MANAGER OBJECTIVES (ADDENDUM #4)
Cost control and accuracy are results of establishing a realistic project budget early in the process. Success will involve
working closely with Mequon-Thiensville School District and PRA to completely understand the desired scope of work. Once
these parameters are understood by all team members, Findorff will consistently evaluate the budget and work with the
team to insure the costs stay on target or provide solutions if the parameters are changed by the owner.
Findorff has reviewed the Project Manager - Objectives outlined in Addendum #4.
06
SECTION 06
REFERENCES (ADDENDUM #5)
As one of the Midwest’s leading builders, Findorff takes great pride in constructing quality buildings and special
environments, thus setting the standard for superior craftsmanship. Our extensive history in the industry has allowed
us to create lasting relationships with multiple clients and industry professionals. Please feel free to contact the
following references for additional information regarding Findorff’s services and commitment to excellence.
CONTRACTS CURRENTLY PROVIDED WITH PROJECT / CM SERVICES
Dr. Patricia Deklotz
Superintendent
563 A. J. Allen Circle
Wales, WI 53183
T: 262.968.6300
Email: [email protected]
Dale Zabel
Director of Facility Services & Safety
563 A.J. Allen Circle
Wales, WI 53183
T: 262.968.6300 ext: 5321
MCFARLAND SCHOOL DISTRICT
Jeff Mahoney
Director of Business & Technology Services
5101 Farwell Street
McFarland, WI 53558
T: 608.838.4520
Bill Foust
Director of Building & Grounds
5101 Farwell Street
McFarland, WI 53558
T: 608.838.4519
SCHOOLS ARE THE
BUILDING BLOCKS OF
A COMMUNITY. WE
ARE PROUD TO SERVE
ELEMENTARY
MIDDLE AND HIGH
SCHOOLS AS A PARTNER,
TEACHER AND FRIEND.
Bill Eberhardt
Dr. Don Johnson
Facility Services
Superintendent
7106 South Avenue
7106 South Avenue
Middleton, WI 53562
Middleton, WI 53562
T: 608.829.2341
T: 608.829.9000
I associate the Findorff name
with quality and community
involvement...definitely a
winning combination.
Nancy Everson
SCHOOL TO WORK COORDINATOR
OREGON SCHOOL DISTRICT
Dr. Brian Busler
Superintendent
123 East Grove Street
Oregon, WI 53575
T: 608.835.4003
Andrew Weiland
Business Manager
123 East Grove Street
Oregon, WI 53575
T: 608.835.4012
Phil Frei
Director of Business & Finance
501 South Bird Street
Sun Prairie, WI 53590
T: 608.834.6510
Tim Culver
Superintendent
501 South Bird Street
Sun Prairie, WI 53590
T: 608.834.6502
CURRENT CLIENTS TO CONTACT & VISIT THEIR LOCATION
KETTLE MORAINE SCHOOL
DISTRICT
Dr. Patricia DeKlotz
Superintendent
563 A. J. Allen Circle
Wales, WI 53183
T: 262.968.6300
MIDDLETON-CROSS PLAINS AREA
SCHOOL DISTRICT
Dr. Don Johnson
Superintendent
7106 South Avenue
Middleton, WI 53562
T: 608.829.9000
WAUNAKEE COMMUNITY SCHOOL
DISTRICT
Randy Guttenberg
Superintendent of Schools
905 Bethel Circle
Waunakee, WI 53597
T: 608.849.2000
Patricia F. Deklotz, Ph.D., Superintendent | [email protected]
563 A.J. Allen Circle, Wales, WI 53183
P: 262-968-6300 ext.5301 F: 262-968-6390 W: www.kmsd.edu
February 19, 2015
I reaffirmed a valuable leadership principle when I took on the responsibility of leading my community
through a referendum question and major renovation work: Make certain you have the support and experience
of a great team! J. H. Findorff & Son Inc. has that experience and provides that support.
Representatives from Findorff have been invaluable members of my team during our pre-referendum and
subsequent construction work. Skills that differentiated Findorff from others include:
 Support of the Board in developing a strategic vision for facilities, understanding and prioritizing
community survey data, and developing next steps in the pre-referendum process
 Support of pre-referendum branding, messaging, graphic design, and communication planning
 Development of scope of work and budget estimates in alignment with board and community priorities
 Support of referendum communication events at board meetings, school tours, and information nights
 Collaboration and leadership with district staff and architectural team throughout the process,
informally and during scheduled core team meetings
 Behind the scenes skills that provide high quality, on-time commitments. They deliver!
The confidence of my team and that of our architectural team in Findorff’s skills and expertise has been
earned through the performance demonstrated by individual staff and that of their organization as a whole.
Our referendum was extremely complicated, asking citizens from ten municipalities to approve $49.6M to
address the capital maintenance, technology infrastructure, safety and security and limited renovated space
needs in all six district school buildings. It was the largest question in the state on the ballot and it passed on
the first attempt, due in part to the support we received from Findorff.
After the successful referendum, the hard work resumed and Findorff continues to win our confidence and
respect. One of my major concerns has been the complexity that comes from managing six initiatives
simultaneously. Findorff’s project management skills demonstrated to date have been sophisticated,
comprehensive and customer-focused. Their facilitation of the bid process and construction scheduling has
been seamless. Their organization and communication of the work is focused on helping us to meet the needs
of our students and community, providing for the safety and understanding of students, staff, and community.
Their comprehensive knowledge and skill set, along with their ability to align the magnitude of the projects
with our needs, continues to earn my respect and admiration. My goal is not only to have significantly
improved facilities but to ensure that we all enjoy the process of the renovations. I am completely confident
we will accomplish this goal. I recommend J. H. Findorff & Son Inc. for your planning, referendum, and
construction management needs, without reservation.
Sincerely,
Patricia F. Deklotz, Ph.D.
Superintendent - Learning Without Boundaries –
To Whom It May Concern: April 24, 2014
I am enthusiastic about recommending J.H. Findorff & Son Inc. as a construction management firm. Findorff is currently
leading our two middle school construction projects that are valued at $60 million. Prior to selecting Findorff for these
projects, we went through an extensive RFP and selection process, with Findorff coming out on top. There are some key
points that I can highlight to describe our experience:
• 40 years of experience with Findorff constructing new facilities and updating older facilities
• Effective collaboration with multiple architectural firms, currently Bray Architects, Milwaukee/Sheboygan,
Wisconsin
• Providing the most competitive bid packages with the greatest levels of detail to ensure low cost with quality
construction/engineering
• Outstanding communication with administration, staff, board, and community
• Sensitivity to neighborhoods that construction is taking place in (parking, noise, keeping site clean, reducing dust,
keeping streets clean)
• Weekly or bi-weekly construction planning and logistics meetings
• Planning that minimizes change orders, yet willingness to adjust and perform change orders in a cost effective
manner
• Procuring competitive bids from sub-contractors while largely engaging local contractors to enhance Dane County
economic benefits
• Value engineering to trim costs and refine the specs of our projects
• Multiple project track record
• Outstanding/professional staff
• Nimbleness and flexibility when faced with short time-lines (they accomplished multiple projects during summer
months and had facilities ready for school to open—this included our recent Sunset Ridge Elementary Expansion,
Northside Elementary Expansion, and STEM Remodel at Middleton High School)
• Ability to coordinate multiple small projects-this included creating secured entrances at multiple schools during the
summer
• On-schedule and at/under budget-despite the challenging winter of 2013-14. Our projects are currently substantially
ahead of schedule and on-budget. • Referendum support in developing an appropriate and effective plan to engage with the community for new
facilities-without the votes, our construction would not have moved forward.
Findorff is a consummately professional organization. We could not be more pleased with our partnership with them. I
have experienced construction projects in multiple other school districts inside and outside of Wisconsin, and can speak
from experience that Findorff is clearly a class organization. I do not offer this praise lightly. Findorff has earned this
recommendation. Feel free to call me for further background or questions.
Sincerely,
Dr. Donald Johnson
Middleton-Cross Plains Area School District, 7106 South Ave., Middleton, WI 53562 (608) 829-9000 Fax (608) 836-1536 www.mcpasd.k12.wi.us
07
SECTION 07
INSURANCE REQUIREMENTS
Findorff believes people are the foundation of a successful organization. The team members we will bring to
this project are good listeners, active problem solvers, and understand that your satisfaction is the ultimate goal. The
team has the skills and experience needed to ensure success for your project. We strive to do our best work for every
assignment. Project by project, we’ve earned our reputation for quality and dependability.
CERTIFICATE OF LIABILITY INSURANCE
Findorff has a cost of 0.35% of the total project cost for the General Liability
Insurance required of the project.
PROPOSED BOND RATES
BONDING COMPANY REPRESENTATIVE:
Payment and Performance Bonding will be provided through The Travelers
Travelers Casualty and Surety Company
Companies, Inc., who has provided bonding for Findorff for over 70 years. Our
of America
current bonding limit is $200,000,000 on any one project and $400,000,000 on
John Walsh
total back-log. Having never been denied a bond, we are confident that we can
T: 608.242.2550
be bonded for this project. Our Corporate Bond Rates are as follows:
CONTRACT VALUE
BOND RATE
$0.00 to $2,500,000
.645%
$2,500,000.01 to $5,000,000
.565%
$5,000,000.01 to $7,500,000
.530%
$7,500,000.01 +
.500%
FINDO-1
OP ID: JT
DATE (MM/DD/YYYY)
CERTIFICATE OF LIABILITY INSURANCE
09/17/2014
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsement(s).
CONTACT
Tim Hausmann,
NAME:
PHONE
(A/C, No, Ext): 608-257-3795
E-MAIL
ADDRESS:
PRODUCER
Hausmann-Johnson Insurance Inc
700 Regent St., PO Box 259408
Madison, WI 53725-9408
Tim Hausmann, CIC, CRM
INSURED
CIC, CRM
FAX
(A/C, No):
608-257-4324
INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A : Travelers
Casualty & Surety
INSURER B : Travelers Casualty & Surety
INSURER C : Travelers Property Casualty
J. H. Findorff & Son Inc
PO Box 1647
Madison, WI 53701
19038
19038
INSURER D :
INSURER E :
INSURER F :
COVERAGES
CERTIFICATE NUMBER:
REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
LTR
A
X
TYPE OF INSURANCE
ADDL SUBR
INSD WVD
POLICY NUMBER
POLICY EFF
POLICY EXP
(MM/DD/YYYY) (MM/DD/YYYY)
COMMERCIAL GENERAL LIABILITY
CLAIMS-MADE
X
VTKCO9E106556IND14
OCCUR
10/01/2014 10/01/2015
GEN'L AGGREGATE LIMIT APPLIES PER:
PROPOLICY X JECT
LOC
AUTOMOBILE LIABILITY
X
X
ANY AUTO
ALL OWNED
AUTOS
HIRED AUTOS
$
$
MED EXP (Any one person)
$
PERSONAL & ADV INJURY
$
GENERAL AGGREGATE
$
PRODUCTS - COMP/OP AGG
$
1,000,000
300,000
10,000
1,000,000
2,000,000
2,000,000
$
OTHER:
A
LIMITS
EACH OCCURRENCE
DAMAGE TO RENTED
PREMISES (Ea occurrence)
X
VTKCAP3049P124IND14
SCHEDULED
AUTOS
NON-OWNED
AUTOS
10/01/2014 10/01/2015
COMBINED SINGLE LIMIT
(Ea accident)
BODILY INJURY (Per person)
$
1,000,000
$
BODILY INJURY (Per accident) $
PROPERTY DAMAGE
(Per accident)
$
EACH OCCURRENCE
$
AGGREGATE
$
$
A
C
X
UMBRELLA LIAB
EXCESS LIAB
X
OCCUR
CLAIMS-MADE
0
X RETENTION $
DED
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
Y/N
ANY PROPRIETOR/PARTNER/EXECUTIVE
N/A
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
B Blanket Contractor
VTSMKCUP3049P15
VTRJUB9E09630114
10/01/2014 10/01/2015
10/01/2014 10/01/2015
X
PER
STATUTE
OTHER
E.L. EACH ACCIDENT
$
$
E.L. DISEASE - EA EMPLOYEE $
E.L. DISEASE - POLICY LIMIT
QT6301D653297TIL14
10/01/2014 10/01/2015 Spec Form
Equipment
Deduct
25,000,000
25,000,000
$
1,000,000
1,000,000
1,000,000
20,479,135
5,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
Umbrella Limits are over and above the Commercial General Liability limits,
Auto Liability limits & Employer's Liability limits.
CERTIFICATE HOLDER
CANCELLATION
MASTE13
"Master Certificate"
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
ACORD 25 (2014/01)
Section 07: Insurance Requirements
© 1988-2014 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
08
SECTION 08
FINANCIAL STATEMENTS
Findorff has set the bar high for craftsmanship. In the office and on the job-site, our high-caliber professionals
maintain a long-standing commitment to quality. Our strong sense of pride also shines through everything we do, from
small facility repairs to complex multi-phased building projects. With 125 years of time-tested experience, our clients
trust us and with good reason.
Please reference Findorff’s financial statements on the pages that follow.
J.H. Findorff & Son Inc. and Subsidiaries
Consolidated Balance Sheets
September 30, 2014 and 2013
2014
2013
Assets
Current Assets
Cash and cash equivalents
Certificates of deposit
Receivables:
Progress billings
Affiliates and a related corporation
Other
Costs and estimated earnings in excess of billings on
uncompleted contracts
Inventories
Income tax deposit
Prepaid expenses
Total current assets
Investments, Long-Term Receivables, and Other Assets
Investments in affiliates
Property held for development
Other assets
Property and Equipment, net
Total assets
(Continued)
Section 08: Financial Statements
$
68,083,185
591,004
$ 65,319,983
589,970
71,219,987
102,709
123,315
49,307,019
144,563
363,027
5,015,461
604,755
523,614
61,637
2,487,022
909,109
819,787
84,533
146,325,667
120,025,013
287,594
1,458,723
892,857
1,169,857
2,390,652
573,706
2,639,174
4,134,215
23,805,876
19,803,676
$ 172,770,717
$ 143,962,904
J.H. Findorff & Son Inc. and Subsidiaries
Consolidated Balance Sheets (Continued)
September 30, 2014 and 2013
2014
2013
Liabilities and Stockholders' Equity
Current Liabilities
Current maturities of long-term debt
Payables:
Trade and subcontractors
Affiliates
Accrued expenses
Income taxes payable
Billings in excess of costs and estimated
earnings on uncompleted contracts
Total current liabilities
Long-Term Debt, less current maturities
Deferred Compensation
$
1,020,517
$
1,247,132
98,747,115
3,432,605
3,968,381
284
73,516,240
926,098
7,852,169
-
16,007,779
12,365,629
123,176,681
95,907,268
22,099,622
23,119,326
511,022
388,856
97,353
99,279
26,886,039
24,448,175
26,983,392
24,547,454
$ 172,770,717
$ 143,962,904
Contingencies (Note 11)
Stockholders' Equity
Common stock:
Class A, $2.45 par value; authorized 80,000 shares;
issued and outstanding 39,735 and 40,521 shares in
2014 and 2013, respectively
Class B, $10 par value; authorized 80,000 shares;
no shares issued
Retained earnings
Total liabilities and stockholders' equity
See Notes to Consolidated Financial Statements.
09
SECTION 09
FEES (ADDENDUM #6)
Costs are impacted by various factors including building geometry, material selections, finishes, mechanical
systems, electrical requirements, site restraints, and other factors specific to each project. By utilizing our extensive
cost history and knowledge of building systems, the Findorff team will work closely with Mequon-Thiensville School
District to guide planning efforts and help influence decisions to meet facility needs and requirements.
Our fee for total project scope costs is 1.75%.
This fee is not inclusive of reimbursable personnel that would be assigned to
the project. Findorff approaches each project with the approach of maintaining
the proper balance of cost efficiency and service for our clients so as to be
cost conscious. These hourly rates would be negotiated as part of the contract
discussions.
Our fee for extra services on the project is typically 0.0%, as those are
services that we do not hold the contract.
Findorff does not charge a fee on A/E services or Engineering services, as typically
those contracts are held independently with the school district. If the decision was
made to perform the MEP scope on a design-build basis, our overall fee on their
contract and the project cost would not change from what was previously stated.
Additionally, we would still maintain a fee of 1.75% on the value of the services in
which we held the contract.
I am enthusiastic about
recommending J.H. Findorff
& Son Inc...Prior to selecting
Findorff for these projects, we
went through an extensive RFP
and selection process, with
Findorff coming out on top.
Dr. Donald Johnson
SUPERINTENDENT, MIDDLETON-CROSS
PLAINS AREA SCHOOL DISTRICT
Decision: Best Construction Manager? Date: April 22, 2015
10= Best meets criteria
1 = Least meets criteria
Findorff
Criteria/Objectives
Ability to communicate effectively Ability to provide or obtain competitive bids
Ability to provide proper project planning
Ability to maintain schedule and limit change orders Ability to provide excellent quality management
Ability to execute proper contract administration
Ability to maximize site safety and security
Provide excellent project documentation / minimize punch list Provide cost effective construction management fees VJS
CG Schmidt
Weight
Rating Score
Rating
Score
Rating
Score
8
7
3
10
5
4
7
5
9
10
8
8
9
8
10
10
9
10
80
56
24
90
40
40
70
45
90
5
6
2
8
7
7
7
8
5
40
42
6
80
35
28
49
40
45
7
10
10
10
10
8
8
10
9
56
70
30
100
50
32
56
50
81
535
365
525

BOARD OF EDUCATION Executive Summary

Transcription

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