Agenda 07/13/2021 Item #16C14 (RFP #21-7883-ST w/O-A-K/Florida, Inc.)07/13/2021
EXECUTIVE SUMMARY
Recommendation to approve the selection committee’s final ranking and authorize staff to enter
contract negotiations with the top-ranked firm, O-A-K/Florida, Inc. d/b/a Owen-Ames-Kimball
Company, related to Request for Proposal (“RFP”) No. 21-7883-ST “Construction Manager at Risk
for Main Campus Upgrade (MCU).”
OBJECTIVE: To obtain Construction Manager at Risk (“CMAR”) services for the Main Campus
Upgrade project that combines three Surtax approved projects: (1) New Chiller Plant Buil ding K, (2)
Underground Chiller Water Mains, and (3) Jail Generator and Platform.
CONSIDERATIONS: The Main Campus for Collier County Government Operations includes thirteen
buildings and over 800,000 square feet of conditioned space that is serviced by a main Chiller Plant and
over two miles of underground chilled water piping.
The County constructed the Chiller Plant, Building K, in 1987, expanded it in 1993, and later renovated it
in both 2003 and 2007; while also providing numerous mechanical upgrades over the years. The Chiller
Plant is comprised of two water cooled chillers (total capacity of 1,100 - tons) and a supplemental ice
storage system that struggles to keep up with current demands. The proposed new Chiller Plant will
include 4 air-cooled chillers totaling 2,000 tons of capacity, a supplemental Thermal Energy Storage
chilled water tank, and a dedicated 2500 KW emergency generator.
The current underground chilled water piping system has exceeded its useful life and is approaching forty
plus years of age. The existing piping system provides chilled water for the heating, ventilation, and air
conditioning (HVAC) systems to each of the thirteen main campus buildings. This existing piping is
approximately two miles of schedule 40 polyvinyl chloride (PVC) pipe with solvent-weld (glued) joints
and is beginning to fail, with substantial leaks within the past few years. The existing isolation valves are
randomly located, poorly marked, and no longer operational.
The proposed replacement is intended to follow a similar route as the existing PVC piping. The new
piping system will be high density polyethylene (HDPE) or Polypropylene Butt Fusion Welded
(seamless). This will provide for a secure and reliable Chilled Water Supply to the HVAC systems in all
associated buildings. Also included will be approximately fourteen new pre-cast valve boxes for proper
isolation and service at each building.
The Jail Generator and Platform will include the construction of a platform adjacent to the new chiller
yard, the installation of the new 2500 KW generator dedicated to the jail facilities, site work for conduit
from the generator into the jail facility, and connection to the new, previously installed, switchgear.
Additionally, a new solar shade cover will be constructed to cover both the new generator platform and
new chiller yard.
On April 2, 2021, the Procurement Services Division issued a notice of Request for Proposal (“RFP”) No.
21-7883-ST for CMAR for Main Campus Upgrade (MCU) and received three proposals.
A selection committee met on May 20, 2021, scored each of the proposals, and shortlisted all three firms
to move on to oral presentations as follows:
• Chris-Tel Company of Southwest Florida Inc., d/b/a Chris -Tel Construction
• Gates Group LLC d/b/a Gates Construction Company
• O-A-K/Florida, Inc. d/b/a Owen-Ames-Kimball Company
The selection committee reconvened on May 28, 2021, and received oral presentations from the three
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07/13/2021
firms. The committee reached a consensus on the following recommended final ranking:
Name of Firm Final Ranking
O-A-K/Florida, Inc. d/b/a Owen-Ames-Kimball Company 1
Chris-Tel Company of Southwest Florida Inc., d/b/a Chris -Tel Construction 2
Gates Group LLC d/b/a Gates Construction Company 3
Staff recommends that the Board direct staff to begin contract negotiations with the selection committee’s
top ranked firm, O-A-K/Florida, Inc. d/b/a Owen-Ames-Kimball Company.
O-A-K/Florida, Inc. d/b/a Owen-Ames-Kimball Company is a qualified contractor, founded in Southwest
Florida 38 years ago, with extensive experience with Thermal Energy Storage (“TES”) tanks. Eight of
those TES projects have been in Collier County for the Collier County Public Schools System.
Subject to the Board’s approval of staff’s recommendation, staff will begin contract negotiations with the
top ranked firm, O-A-K/Florida, Inc. dba Owen-Ames-Kimball Company in accordance with Florida
Statutes, Section 287.055, the Consultants’ Competitive Negotiation Act. If staff is unable to reach an
agreement with the number one ranked firm, staff will continue negotiating with the remaining firms in
ranked order, until a proposed agreement can be brought back for the Board’s consideration at a future
meeting.
FISCAL IMPACT: Approval of this item does not result in a direct fiscal impact; however, these
projects have been approved and validated by the Infrastructure Surtax Committee and the source of
funding for the future contract (subject to Board approval at a subsequent meeting) will be through
Infrastructure Sales Tax Fund (318).
GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan from this
action.
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote
for Board approval. -SRT
RECOMMENDATION: To approve the selection committee’s final ranking and authorize staff to enter
into contract negotiations with O-A-K/Florida, Inc. d/b/a Owen-Ames-Kimball Company related to
Request for Proposal No. 21-7883-ST, “Construction Manager at Risk for Main Campus Upgrade
(MCU), and in the event that an agreement cannot be reached with that firm, staff will continue
negotiating with the remaining firms in ranked order, so that a proposed agreement can be brought for the
Board’s consideration at a future meeting.
Prepared By: John McCormick, PE., Principal Project Manager, Facilities Management Division
ATTACHMENT(S)
1. 21-7883-ST - CMAR RFP Solicitation (PDF)
2. 21-7883-ST - Final Ranking (PDF)
3. [Linked] 21-7883-ST_Owen-Ames-Kimball_Co_Proposal (PDF)
4. 21-7883-ST NORA-Executed (PDF)
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07/13/2021
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.C.14
Doc ID: 16159
Item Summary: Recommendation to approve the selection committee’s final ranking and
authorize staff to enter contract negotiations with the top-ranked firm, O-A-K/Florida, Inc. d/b/a Owen-
Ames-Kimball Company, related to Request for Proposal (“RFP”) No. 21-7883-ST “Construction
Manager at Risk for Main Campus Upgrade (MCU).”
Meeting Date: 07/13/2021
Prepared by:
Title: – Facilities Management
Name: Tim Rygiel
06/08/2021 11:26 AM
Submitted by:
Title: Director - Facilities Management – Facilities Management
Name: Damon Grant
06/08/2021 11:26 AM
Approved By:
Review:
Procurement Services Caroline Blevins Level 1 Purchasing Gatekeeper Completed 06/08/2021 12:01 PM
Public Utilities Operations Support Jennifer Morse Additional Reviewer Completed 06/08/2021 4:24 PM
Facilities Management Damon Grant Director - Facilities Completed 06/08/2021 6:47 PM
Procurement Services Sandra Herrera Additional Reviewer Completed 06/09/2021 2:12 PM
Public Utilities Operations Support Joseph Bellone Additional Reviewer Completed 06/11/2021 3:30 PM
Public Utilities Department Drew Cody Level 1 Division Reviewer Completed 06/14/2021 1:55 PM
Public Utilities Department George Yilmaz Level 2 Division Administrator Review Completed 06/14/2021 2:33 PM
County Attorney's Office Scott Teach Level 2 Attorney Review Completed 06/14/2021 3:16 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 06/14/2021 4:21 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 06/15/2021 9:40 AM
Grants Erica Robinson Additional Reviewer Completed 06/22/2021 8:17 AM
Grants Erica Robinson Additional Reviewer Completed 06/22/2021 9:15 AM
Budget and Management Office Ed Finn Additional Reviewer Completed 06/23/2021 9:12 AM
Office of Management and Budget Susan Usher Additional Reviewer Completed 07/03/2021 1:51 PM
County Manager's Office Amy Patterson Level 4 County Manager Review Completed 07/06/2021 12:24 PM
Board of County Commissioners Geoffrey Willig Meeting Pending 07/13/2021 9:00 AM
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COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
CONSTRUCTION MANAGER AT RISK (CMAR)
Request for Proposals (RFP)
(In accordance with Florida Statute 287.055 Consultants’ Competitive Negotiation Act)
FOR
MAIN CAMPUS UPGRADES (MCU)
Underground Chilled Water Mains
New Chiller Plant Building K
Jail Generator and Platform
SOLICITATION NO. 21-7883-ST
BARBARA LANCE, PROCUREMENT STRATEGIST
PROCUREMENT SERVICES DIVISION
3295 TAMIAMI TRAIL EAST, BLDG C-2
NAPLES, FLORIDA 34112
TELEPHONE: (239) 252-8998
Barbara.Lance@colliergov.net (Email)
This proposal solicitation document is prepared in a Microsoft Word format. Any alterations to this
document made by the Proposer may be grounds for rejection of proposal, cancellation of any
subsequent award, or any other legal remedies available to the Collier County Government.
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SOLICITATION PUBLIC NOTICE
CONSTRUCTION MANAGER AT RISK
(CMAR) NUMBER:
21-7883-ST
PROJECT TITLE: CMAR FOR MAIN CAMPUS UPGRADES (MCU)
ESTIMATED PROJECT
EXPENDITURE:
$16,000,000 (This price is expected - not guaranteed)
PRE-PROPOSAL CONFERENCE: APRIL 14, 2021 @ 10:00 am
LOCATION: PROCUREMENT SERVICES DIVISION, CONFERENCE RM A
3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FL 34112
PROPOSAL OPENING
DAY/DATE/TIME:
May 3, 2021 @ 3:00 pm
PLACE OF PROPOSAL OPENING: PROCUREMENT SERVICES DIVISION
3295 TAMIAMI TRAIL EAST, BLDG C-2
NAPLES, FL 34112
All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System:
https://www.bidsync.com/bidsync-cas/
As requested by the Facilities Management Division (hereinafter, the Division) The Collier County Board of County Commissioners
Procurement Services Division (hereinafter, “County”) has issued this Construction Manager at Risk (CMAR) Request for Proposal
(RFP) Solicitation (hereinafter, “CMAR RFP”) with the intent of obtaining proposals from interested and qualified Construction
Managers in accordance with the terms, conditions and specifications stated or attached. The Contractor, at a minimum, must a chieve
the requirements of the Qualifications, Specifications, or Scope of Work stated.
The Main Campus for Collier County Government Operations includes 13 buildings and over 800,000 square feet of conditioned
space that is serviced by a main Chiller Plant and over 2 miles of underground chilled water piping.
The Chiller Plant, Building K, was constructed in 1987, expanded in 1993, and later renovated in both 2003 and 2007 and has had
numerous mechanical upgrades over the years. The Chiller Plant is comprised of two water cooled chillers (total capacity of 1 ,100-
tons) and a supplemental ice storage system that struggles to keep up with current demands.
The Project consists of several components – underground chilled waterline replacement, a new chiller plant, and a generator
platform and Solar Shade for new chiller equipment.
The proposed new Chiller Plant will include 4 air-cooled chillers totaling 2,000 tons of capacity, a supplemental Thermal Energy
Storage (TES) chilled water tank, and two (2) dedicated 1250 KW emergency generators. This will provide an additional 900 -tons
of cooling capacity with redundancy to meet the new building loads and future growth of the main campus and reliability during a ny
power outages. The new simplified design will be fitted with the latest control technology to utilize the best practices in e nergy
management. This will minimize maintenance and environmental impacts while significantly reducing the likelihood of operation al
failure.
The current underground chilled water piping system has exceeded its useful life and is approaching 40 plus years of age. The
existing piping system provides chilled water for the HVAC systems to each of the 13 main campus buildings. This existing pip ing
is approximately 2 miles of schedule 40 PVC pipe with solvent -weld (glued) joints and is beginning to fail, with two substantial
leaks within the past six months. The existing isolation valves are randomly located, poorly marked, and no longer operationa l.
The proposed replacement is intended to follow a similar route as the existing PVC piping. The new piping system wil l be HDPE or
Polypropylene Butt Fusion Welded (Seamless). This will provide for a secure and reliable Chilled Water Supply to the HVAC
systems in all associated buildings. Also included will be approximately 14 new pre-cast valve boxes for proper isolation and service
at each building as required in the future.
INTRODUCTION
BACKGROUND
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Packet Pg. 1371 Attachment: 21-7883-ST - CMAR RFP Solicitation (16159 : CMAR for Main Campus Upgrade)
The Jail Generator and Platform will include the construction of a platform adjacent to the new chiller yard p otentially over the
existing retention pond behind the jail complex, the installation of the new generator, site work for conduit from the generator into
the jail facility, and connection to the new previously installed switchgear. Additionally, a new solar shade cover will be constructed
to cover both the new generator platform and new chiller yard. Due to the proposed location of the platform and site work necessary
to complete this project, it has been included in the Main Campus Upgrades (MCU) Construction Manager at Risk contract
responsibilities.
The new plant and infrastructure will serve the existing campus facilities as currently serviced. All campus facilities will be required
to be maintained and in operation through the transition from the existing infrastructure service and systems to the new facilities and
infrastructure service and systems. Removal of existing infrastructure will be included in the project scope.
Funding for this project is funded by Infrastructure Surtax funding and has been approved under the Infrastructure Surtax Citizen
Oversight Committee.
The Main Campus Upgrade is under design by multiple design disciplines, and currently anticipated to fall under two Design
Contracts.
Main Campus Upgrade - Underground Chiller Piping Replacement
Main Campus Upgrade -Chiller Plant, Generator Platform and Solar Shade
The Construction Manager will be tasked with facilitating coordination of design scopes, with multiple design disciplines, including
identifying any necessary coordination of systems and equipment and system controls.
A key component of this project relates to the coordination of schedules, logistics of transition from existing infrastructure to new
infrastructure, maintaining continuity of operation for all facilities, minimizing impact to campus facilities operations, managing
pedestrian and vehicular traffic on campus and maintaining access and continuous operation of all public services to the community
The selected CMAR firm will be expected to complete their work in an expeditious m anner to meet the goals of the project.
The CMAR shall work closely with the design teams and authorities having jurisdiction on permitting efforts to facilitate the quickest
start of the site’s physical development and subsequent construction. Collier County fully expects the Construction Manager to work
with the design teams and employ all creative methods necessary to move the project forward to an on time and successful
completion. Particular attention must be given to coordinating the designs of the mu ltiple Engineers involved, campus and facilities
traffic and maintaining operation of all facilities as the existing facilities transition to the new infrastructure. The CMAR will be
responsible for developing a detailed transition plan for the connection of the new chiller plant to existing buildings while maintaining
the cooling operations to all buildings.
The Construction Manager will be expected to work with the Design Teams through the design phase to develop the best construction
design for the most efficient installation.
The chosen Construction Management firm must be creative, understand value design/engineering, and excel at proactive project
management and detailed project accounting. The Project will be constructed as outlined herein. It is the County’s intent that the
Construction Management firm will work with the Design Teams to run overlapping designs to ensure progress on all aspe cts
of the project. The GMP will be used for cost containment/management while also working expediently to construct the overall site
and work on multiple buildings as soon as practicable.
• County reserves the right to modify this scope during negotiations for budgetary reasons.
• The contract term, if an award is made, will commence on the date of the Notice to Proceed and end upon acceptance and
approval of the final payment.
• Surcharges will not be accepted in conjunction with this award, and such charges should be incorporated into the pricing
structure.
The Main Campus Upgrades (MCU) encompasses projects related to the renovation and construction of the main campus chilled
water plant. This will include the Underground Chilled Water Mains project #50189, the New Chiller Plant Building K project
#50214, and the J1/J2 Generator and Platform project #53172.
TERM OF CONTRACT
DETAILED SCOPE OF WORK
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The Construction Manager’s work will commence with the pre-construction services phase as a part of the comprehensive
Construction Manager at Risk contract. Pre-construction services are included with the Construction Manager’s responsibilities for
the design phase of the project.
Prior to commencing construction, the Construction Manager will assume the ris k of delivering the Project through a GMP contract
amendment. The Construction Manager will be responsible for construction means and methods and will be required to solicit bids
from qualified subcontractors to perform the work of the project. During the construction phase, the Construction Manager shall
be solely responsible for performance of the Project and shall function in the role of an independent General Contractor. That role
may include, but not be limited to, the following during each Ph ase as indicated below.
It is anticipated that Collier County will enter into a comprehensive agreement for services with the selected firm to provid e the
following services:
• The selected Construction Manager will participate in design reviews as the Consultants produce progress sets of plans and
specifications. Pre-construction services shall be compensated on a time and material basis utilizing a negotiated fee schedule
and negotiated “not-to-exceed” price. Negotiations of the fee schedule shall be b ased initially upon the rate schedule to be
submitted by the proposer in the negotiation process.
• The cost of materials and services during the construction phases will be compensated based on a Guaranteed Maximum
Price to be negotiated by the County, or the County’s designee, and Construction Manager following substantial
completion of design plans and specifications prepared by the Consultants.
Phases
1. Pre-Construction Phase:
(From award through design and engineering and concluding with the acceptance o f the GMP as evidenced by execution of
amendment to the agreement for the Construction Phase).
Pre-construction services by the Construction Manager (CM) may include, but may not be limited to the following:
• Provide detailed cost estimating and knowledge of marketplace conditions.
• Provide project planning and scheduling for both design and construction phases.
• Provide for construction phasing and scheduling that will minimize interruption to site operations and by means of a
comprehensive logistics plan.
• Provide a site utilization plan for all construction activities.
• Develop a scheduling process as requested by the County.
• Provide a Sequential Transition Plan – Existing facilities & operations to new facilities and operations.
• Provide a Continuous Uninterrupted Operations Plan – ensuring continuity of County campus operations.
• Provide a Management of Traffic Plan for vehicular and pedestrian traffic on campus.
• Provide a coordinated staging plan for construction operations.
• Provide preliminary and detailed scheduling analysis as needed throughout the Project.
• Provide a Schedule of Values prior to finalization of the GMP including identifying prospective subcontractors, suppliers,
and sub-trades acceptable to the County.
• Provide recommendations on sub-contractors, materials, and amenities at the facility.
• Provide alternate systems evaluation and constructability studies.
• Advise the Project Team of ways to gain efficiencies in project delivery and reduce overall delivery time.
• Provide long-lead procurement recommendations and identify items that have the potential to be procured by the County.
• The Project will be an open book. All savings, including unused Owner’s Allowance, shall be returned to the County.
The CM shall competitively select all construction subcontracts and other work appropriate for the competitive selection
using cost and other factors.
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• Provide copies of bids and quotations solicited from prospective subcontractors, suppliers, and sub- trades.
Note: The County will decide for when the Construction Manager will procure a minimum of three (3) bids or demonstrate
a good faith effort acceptable to the County that demonstrates attempts to obtain three (3) bids.
• Single source or sole source recommended procurements shall be pre-approved by the County.
• Facilitate, coordinate, and lead regularly scheduled project coordination meetings throughout the design phase of the
Project.
• Facilitate, coordinate, and lead constructability reviews throughout the design phase of the Project.
• Assist in the permitting processes. Collier County will pay for all required permit fees.
• Provide value engineering throughout Project.
• Continually evaluate quality, safety, and environmental factors. Develop requirements for safety, quality assurance, and
schedule adherence.
• Advise County regarding green building materials and methods, as well as recommendations for building life span and
efficient operations.
• Review final plans and specification for completeness and ADA compliance.
• Provide estimating throughout the Project and as listed below.
• Submit an estimated cost review and detailed by line-item budget at the following stages or phases:
▪ At completion of the Design Development Phase 30%.
▪ At completion of 60% of the Construction Documents Phase.
▪ At completion of 90% of the Construction Documents Phase.
▪ At completion of 100% of the Construction Documents Phase.
• Submit GMP for review and negotiation.
• Review all drawings, specifications, and documents to ensure coordination between disciplines. Identify constructability
needs that may have an impact on Final Guaranteed Maximum Price (G.M.P).
• Establish, implement, and maintain quality control standards.
• Review and analyze long lead items and impact on design and construction schedules. Develop a ‘critical path schedule’
at each stage of the design.
• The CM shall make a genuine effort to stimulate interest in the PROJECT and maximize participation of potential qualified
subcontractors in the selection process with emphasis placed on recruiting and using local, small and/or minority
businesses.
• The CM shall monitor conditions in the construction market to identify factors that will or may affect costs and time for
completing the PROJECT; and make analysis as necessary to (i) determine and report on availability of labor,
materials, equipment, potential subcontractors and possible impact of any shortages or surpluse s of labor or material, and
(ii) in light of such determination, make recommendations and take action as may be appropriate with respect to long lead
procurement, separation of construction into subcontractor packages, sequencing of work, use of alternativ e materials,
equipment or methods, other economies in design or construction and other matters that will promote cost savings and
completion within the schedule time.
2. Construction Phase:
(Commencing after the preconstruction Phase)
Construction services by the Construction Manager may include, but may not be limited to the following:
• The County shall pay for all permits. The CM shall obtain the Building Permit and shall be responsible for delivering and
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posting the Building Permit at the Project Site prior to the commencement of construction. The County and Consultant
shall fully cooperate with the CM when and where necessary.
• All projects require detailed code compliance inspections during construction in disciplines determined by the Permitting
Authority. These disciplines normally include, but are not necessarily limited to, structural, mechanical, electrical,
plumbing, and general building. The CM shall notify the appropriate inspector(s) and the County, no less tha n 24 hours in
advance that the work is ready for inspection and before the work is covered up. All inspection shall be made for
conformance with the applicable ordinances and building codes. Costs for all re-inspections of work found defective and
subsequently repaired shall not be included as Project costs and shall be borne by the CM or as provided in the contract
between CM and subcontractor.
• The CM shall maintain sufficient off-site support staff and competent full-time staff at the Project Site authorized to act
on behalf of the CM to coordinate, inspect and provide general direction of the work and progress of the subcontractors
and the CM shall provide no less than those personnel during the respective phases of construction. The CM shall not
change any of those persons unless mutually agreed to by the County and CM. In such case, the County shall have the
right to approval of the qualifications of the replacement personnel. The County shall have the right to request to replace
the staff at the Project site at any time during the construction.
• The CM shall continue to provide current scheduling information and provide direction and coordination regarding
beginning and finishing dates, responsibilities for performance and the relationships of the CMAR's work to the work of
its subcontractors and suppliers to enable them to perform their respective tasks so that the development of construction
progresses in a smooth and efficient manner in conformance with the overall Project Schedule. The Project Schedule shall
include all phases of procurement, approval of shop drawings, change orders in progress, schedules for change orders, and
performance testing requirements.
• The CM shall hold job-site meetings at least biweekly with the Construction Team, or more frequently as required by work
progress, to review progress, discuss problems and their solutions and coordinate future work with all subcontractors. The
CM shall prepare and maintain a record of such meetings and distribute copies, as necessary.
• If directed by the County, the CM shall review the design for the purpose of identifying major equipment and/or material
purchases that may be advantageous for the County to purchase directly from suppliers as a tax cost saving measure. Once
items have been identified and quantified by the CM, and approved by the County for direct purchase, the County will
issue purchase orders and process payment for invoices approved by the CM. The CM shall prepare and be responsible for
all quantities, descriptions, specifications, guarantees, payment schedules, etc., and all other required information to be
included in the County issued purchase order.
• The CM shall maintain files that adequately support the competitive solicitation process chosen and followed by the CM.
At minimum, the CM shall provide to the County assigned Project Manager a summary bid tabulation depicting all bids
received broken down by discipline and clear indication o f the selected sub-contractor(s). Should the CM not select the
lowest bidder in any instance, a written description as to why the lowest bidder was not selected must be provided within
the bid tabulation summary.
• The CM shall develop and maintain a program acceptable to the County to assure quality control of the construction. The
CM shall be responsible for and supervise the work of all subcontractors, providing instructions to each when their work
does not conform to the requirements of the Project Plans and Specifications and the CM shall continue to coordinate the
work of each subcontractor to ensure that corrections are made in a timely manner so as to not affect the efficient progress
of the work. Should a disagreement occur between the CM and the De sign Consultant over the acceptability of the work,
the County, at its sole discretion and in addition to any other remedies provided herein, shall have the right to determine
acceptability.
• Prepare the overall project schedule and provide periodic detaile d updates.
• Facilitate regularly scheduled project coordination meetings.
• Serve as the general contractor during construction. Maintain sufficient on -site staff for the duration of the Project.
• Coordinate with the County, other agencies, utility companies, and other parties, as necessary.
• Obtain County approval on all formats and reporting structures.
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• Provide long-lead procurement recommendations and, subject to the County’s authorization, initiate procurement of long-
lead items.
• Identify items that have the potential to be procured by the County.
• Arrange for procurement of materials and equipment.
• Schedule and manage site operations.
• Prepare, bid, and award bid packages for labor and materials, and manage the resultant subcontracts/purchase orders .
• Provide quality controls.
• Bond and insure the construction.
• Comply with all federal, state, and local permitting requirements.
• Address and resolve Project Team issues.
• Maintain a safe work site for all project participants.
• Maintain a system for review and approvals of shop drawings.
• Develop, maintain, and record all construction documentation. Work with engineer/architect to develop record drawing.
Coordinate post-completion activities, including the assembly of guarantees, manuals, closeout documents, training, and
final acceptance.
• Provide a billing system acceptable to the County for invoicing and payment approval process. Incorporate cost control
and accounting systems, acceptable to the County and Clerk of Courts – who processes all the County’s accounts payables,
to be maintained throughout construction.
• Job Site Requirements. The CM shall provide each of the following activities as a part of its services hereunder:
▪ Maintain a log of daily activities, including manpower records, weather, dela ys, major decisions, etc.
▪ Maintain a roster of companies on the PROJECT with names and telephone numbers of key personnel.
▪ Establish and enforce job rules governing parking, clean-up, use of facilities and work discipline.
▪ Provide labor relationships management and equal opportunity employment for a harmonious productive Project.
▪ Provide and administer a safety program for the PROJECT to meet OSHA requirements. Monitor for subcontractor
compliance without relieving them of responsibilities to perform work in accordance with best acceptable practice.
▪ Provide quality control program.
▪ Provide miscellaneous office supplies that support the construction efforts which are consumed by its own forces.
▪ Provide for travel to and from its home office to the Project Site and to those other places within County as required by
the PROJECT.
• Warranty and Warranty period:
▪ Coordinate and monitor the resolution of remaining “punch -list” items.
▪ Coordinate the 11-month walk-through warranty inspection with the County.
▪ Coordinate, monitor and resolve all warranty complaints to the satisfaction of the County during the one-year general
warranty period.
1. The selection process will involve a two-step proposal review to minimize Proposers’ costs in preparing initial qualification
proposals and expediting the review process. The Proposers will initially submit a qualifications proposal which will be scor ed
based on the criteria in the Scoring Criteria for Development of Shortlist, which will be the basis for short-listing no less than
three (3) firms.
2. The Proposers will need to meet the minimum requirements outlined herein for their proposal to be evaluated and scored by the
COUNTY. The COUNTY will then issue an invitation for oral presentations (Step 2) to at least the top three short-listed firms
and produce a final ranking for approval by the Board of County Commissioners (BCC). Upon approval by the BCC, the County
will enter negotiations with the top ranked firm(s) to establish cost for the services needed. With successful negotiations, a
contract will be developed with the selected firm, based on the negotiated price and te chnical components. The COUNTY plans
to include an Owner’s Allowance in the contract for items such as changes in scope and permit acquisition. The Owners’
Allowance will be used only at the County’s direction. The negotiated contract will then be brought before the Board of County
Commissioners for approval and award of contract at a Board of County Commission Meeting.
CONSTRUCTION MANAGER AT RISK (CMAR) PROCESS
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3. Contact with County Staff including Commissioners and/or Selection Committee members: Upon advertisement of this CMAR
RFP, Proposers responding to this CMAR RFP and members of their team, are prohibited from contacting Commissioners,
members of County Staff or Selection Committee Members (including advisory members) regarding the submittals for this
project prior to presentation of a recommen dation to the Board of County Commissioners (except as may be necessary for
contract negotiation purposes). All inquiries shall be directed to the Procurement Strategist or Procurement Director or her
designated representative.
4. The COUNTY will use a Selection Committee in the Construction Manager at Risk Invitation for Qualifications (CMAR RFP)
selection process.
5. The intent of the Step 1 scoring of the qualification-based proposal is for Proposer to indicate their interest, relevant experience,
financial capability, staffing and organizational structure.
6. Based upon a review of these qualification proposals, the short -listed firms will be requested to submit Step 2, to make oral
presentations.
7. The scores from the CMAR-RFP - Step 1 used for short-listing for this Project will not be carried forward for the Step 2 of this
selection process.
8. The intent of the Step 2 oral presentations is to provide the firms with a venue where they can conduct discussions with the
Selection Committee to clarify questions and concerns before providing a final rank.
9. After review of the Step 2 oral presentations, the COUNTY will rank the Proposers based on the discussion and clarifying
questions on their approach and related criteria, and then negotiate in good faith an A greement with the top ranked Proposer.
10. If, in the sole judgment of the COUNTY, a contract cannot be successfully negotiated with the top -ranked firm, negotiations
with that firm will be formally terminated and negotiations shall begin with the firm ranked second. If a contract cannot be
successfully negotiated with the firm ranked second, negotiations with that firm will be formally terminated and negotiations
shall begin with the third ranked firm, and so on. The COUNTY reserves the right to negotiate any element of the proposals in
the best interest of the COUNTY.
For the development of a shortlist, this evaluation criteria will be utilized by the COUNTY’S Selection Committee to score ea ch
proposal. Proposers are encouraged to keep their proposals concise and to include a minimum of marketing materials. Proposals
must address the following criteria:
Evaluation Criteria Maximum Points
1. Ability of Professional Personnel 25 Points
2. Certified Minority Business Enterprise 5 Points
3. Past Performance 25 Points
4. Location (Project Approach, Willingness to Meet Time and Budget Requirements) 25 Points
5. Recent, Current, and Projected Workloads of the Firm 10 Points
6. Financial Strength and Liabilities of the Firm 10 Points
TOTAL POSSIBLE POINTS 100 Points
Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the lower volume of
work previously awarded by the County. Volume of work shall be calculated based upon total dollars paid to the
proposer in the twenty-four (24) months prior to the CMAR RFP submittal deadline. Payment information will be
retrieved from the County’s financial system of record. The tie breaking procedure is only applied in the final
ranking step of the selection process. In the event a tie still exists, selection will be determined based on random
selection by the Procurement Services Director before at least three (3) witnesses.
Each criterion and methodology for scoring is further described below.
SCORING CRITERIA FOR DEVELOPMENT OF SHORTLIST:
16.C.14.a
Packet Pg. 1377 Attachment: 21-7883-ST - CMAR RFP Solicitation (16159 : CMAR for Main Campus Upgrade)
EVALUATION CRITERIA NO. 1: ABILITY OF PROFESSIONAL PERSONNEL
(25 Total Points Available)
1a. This criterion measures the ability of Proposer’s team personnel as shown by their level of experience on projects of
similar type, size, and complexity. This criterion measures how well the team is staffed to address all facets of the project.
It measures how well the team is organized to deliver the project for the COUNTY. Preference will be given to teams with
knowledge and experience with local construction and regulatory conditions and who demonstrate a strong commitment to
team collaboration proximate to the project site. Preference will also be given to teams (both individual within the teams
and the companies making up the team) that have worked together on successful delivery of similar projects. It measures
the overall level of the team’s qualifications to successfully complete the project.
1b. Describe the organizations corporate structure, divisions, principals and corporate leadership, hierarchy, key personnel
by position, and job responsibilities. Indicate the office location in which the project will be managed from.
1c. Describe the proposed Project team. Provide resumes and history with the Proposer, as well as career history elsewhere
including dates of employment. Provide qualifications, relevant experience, and resumes for the Construction Manager and
all key staff to be assigned to this project. Identify roles of project Executive/Director, Preconstruction Manager, Project
Manager, and General Superintendent. Identify the longevity of employment of key staff of the Proposer. All personnel
assigned to the project by the proposer shall not be reassigned to other projects without the prior written approval of Colli er
County.
a) Indicate Project Manager’s experience in construction management at risk of (Chiller Plant with Thermal Energy
Storage tank) type and similar types of projects.
b) Indicate Project Superintendent’s experience in similar project supervision. The superintendent shall be assigned
to this project full-time and be on-site during all construction.
c) Indicate any Project on-site staff specializing in support of the technical requirements of the Project.
d) Indicate qualified office support staff and equipment sufficient for project support and execution.
EVALUATION CRITERIA NO. 2: CERTIFIED MINORITY BUSINESS ENTERPRISE
(5 Total Points Available)
Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified
Minority Business Enterprise.
EVALUATION CRITERIA NO. 3: PAST PERFORMANCE
(25 Total Points Available)
3a. This criterion measures the Proposer’s experience with projects of comparable nature, similar in size, type, duration, and
complexity as this project along with evidence of satisfactory completion, both in time and within budget, for the past TEN
(10) years. The Proposer’s team will be evaluated on past services provided for projects of similar nature - (Chiller Plant with
Thermal Energy Storage tank and related infrastructure) projects of the size and scope of this project, including the
experience the team members proposed on this project have together on the previous projects presented. Experience with
all elements of the project scope as generally described herein will be evaluated, with specific emphasis on experience
addressing the technical, community and project delivery categories. The Proposer’s team’s minimization of change orders
will be an important consideration. Preference will be given to similar services constructed within the last 5 years in
proximity to the proposed project.
The Proposer shall indicate successful Construction Manager at Risk experience with Chiller Plant with Thermal Energy
Storage tank and related infrastructure projects of similar size and scope. The Proposer shall furnish a list of representative
projects, with a minimum of three (3) having been performed for public owners. The list shall include, as a mi nimum, the
following information for each project listed:
a) Nature of the proposing entity (e.g., corporation, partnership, sole owner, joint venture, etc.)
b) The address and location of the office responsible for provision of the majority of services for the project.
c) Name, address, telephone number and contact person where construction management services have been provided.
Contact persons shall include project manager and department head.
d) A description of the project.
e) The role of the Proposer.
f) The original and final contract amounts for the project.
16.C.14.a
Packet Pg. 1378 Attachment: 21-7883-ST - CMAR RFP Solicitation (16159 : CMAR for Main Campus Upgrade)
g) The project fee and the original and final contingency amounts.
h) The original and actual time of completion.
i) The specific safety record (number of lost workdays/total workdays worked or similar) for the projects listed.
j) A list of trades self-performed and percentage of overall project construction cost that was self-performed.
k) Examples of experience in providing engineering review services that are applicable to the design being undertaken
by the project.
3b. The County requests that the Proposer submits no fewer than five (5) and no more than ten (10) completed
reference forms from clients whose projects are of a similar nature to this solicitation completed within ten (10) years
as a part of their proposal. References to include no more than one Collier County project. Provide information on
the projects completed by the Proposer that best represent projects of similar size, scope and complexity of this project usi ng
form provided in Attachment A – Form 5. Proposer may include two (2) additional pages for each project to illustrate aspects
of the completed project that provides the selection committee information to assess the experience of the Proposer on
relevant project work.
EVALUATION CRITERIA NO. 4: LOCATION (PROJECT APPROACH, WILLINGNESS TO MEET TIME AND
BUDGET REQUIREMENTS)
(25 Total Points Available)
4a. Written overview of the Proposer team’s resources available to complete the services requested in the schedule outlined
in the scope of services. Describe the project approach to deliver successful pre-construction services to (Chiller Plant with
Thermal Energy Storage tank) type and similar projects. Include topics such as cost estimating, value engineeri ng,
scheduling, best practices, BIM Modeling, constructability review, permitting and bidding. Describe the Proposer’s quality
assurance, safety, and closeout programs. The Proposer should illustrate to the COUNTY how they propose to approach the
project and assemble the resources to meet each phase and each major element of the project. (Limit response to 3 pages)
4b. Describe the Proposers approach to deliver successful Construction Management servi ces. Include topics such as
coordinating and constructing (describe type of project and aspects of project critical to successful completion as required
by Division). (Limit response to 2 pages)
4c. Describe Proposers subcontractor management and outreach plan. Describe Proposers approach for competitively
administering and evaluating bid packages. Identify a list of potential subcontractors within the major trades that have a
successful long-term business relationship with the Proposer. Identify specialty trades and list subcontractors specifically
and technically critical to the success of this project. Briefly describe each subcontractor’s qualifications, experience, and
past teamwork with the Proposer. (Limit response to 2 pages + listing of trade subcon tractors that may be considered)
4d. A conceptual level schedule should be included as a separate page to illustrate concepts of design and permitting time,
sequencing of the major elements. (Limit schedule to 1 page, 11” x 17” page size and 40 activities maximum)
4e. Written overview of Proposer team’s concept and approach to managing the overall cost of the project. (Limit response
to 5 pages). Include in the 5-page response specific information on past project performance that demonstrates the Proposer’s
ability to meet the County’s budgets including change order history on similar projects.
EVALUATION CRITERIA NO. 5: RECENT, CURRENT, AND PROJECTED WORKLOADS OF THE FIRM
(10 Total Points Available)
5a. This criterion measures the team’s proposed resources for the project and their availability to complete all elements of
this project with regards to the closeout of recent work, current workload, and projected projects that could impact the
completion of this project. List all completed and currently active projects that the Proposer has managed/is managing within
the past five (5) years.
5b. In addition, list all projected projects that Proposer will be working on. Projected projects will be defined as project(s)
that the Proposer has been awarded, but the Notice to Proceed has not been issued, and any future commitments. Identify any
project that the Proposer worked on concurrently. Describe Proposer’s approach in managing these projects. Were there, or
will there be, any challenges for any of the listed projects. If so, describe how the Proposer dealt, or will deal, with the
projects’ challenges.
16.C.14.a
Packet Pg. 1379 Attachment: 21-7883-ST - CMAR RFP Solicitation (16159 : CMAR for Main Campus Upgrade)
EVALUATION CRITERIA NO. 6: FINANCIAL STRENGTH AND LIABILITIES OF THE FIRM
(10 Total Points Available)
6a. Provide audited financial statements for the last three years, current credit rating, current net worth, leverage, profitability
in relation to size, liquidity, and overall financial stability. Any claim of confidentiality on financial statements should be
asserted at the time of submittal. The Proposer’s failure to provide the information as instructed may lead to the information
becoming public.
6b. All Proposers and key firms of the Proposer’s teams shall disclose and provide a written explanation regarding any and
all construction-related litigation, major disputes, contract defaults, and/or liens within the last 5 years, even if the provider
considers that such may have little or no significance to County.
6c. The Proposer shall provide a summary of bonding value capacity, single project bonding value limits, value of current
bond commitments, and current available bonding capacity. The Proposer shall also identify the Proposer’s history of all
Notice to Cure and/or Demand Notice on Performance and/or Payment Bonds.
6d. If the Proposer is a joint venture, the above information provided should encompass the joint venture and each of the
entities forming the joint venture.
CMAR RFP Attachments:
Attachment A – Required Forms
Attachment B – Insurance Requirements
Attachment C – Location – Campus Map
Attachment D - Concept Plan
Attachment E – Conceptual Design and Construction Conceptual timeline
Exhibit N – EHS Contractor Requirements
CMAR RFP On-Line Documents on BidSync – Acknowledgement and acceptance required
Construction Manager at Risk – Instructions to Proposers
Purchase Order Terms and Conditions
Construction Manager at Risk proposer,
Collier County appreciates your firm’s interest in the County’s Construction Manager at Risk project and this CMAR RFP,
and looks forward to your proposal.
Thank you. - Collier County Procurement Services
16.C.14.a
Packet Pg. 1380 Attachment: 21-7883-ST - CMAR RFP Solicitation (16159 : CMAR for Main Campus Upgrade)
Selection Committee
Final Ranking Sheet
CMAR RFP #: 21-7883-ST
Title: Main Campus Upgrade (MCU)
Selection Committee - Short List Presentation - Committee Ranking
Name of Firm John
McCormick Tim Rygiel Dayne
Atkinson
Andrew
Ewing Fred Clum Average Selection Committee
Final Rank
O-A-K/Florida, Inc. dba Owen-Ames-
Kimball Company 1 1 1 1 1 1.0000 1.0
Chris-Tel Company of Southwest
Florida Inc., dba Chris -Tel
Construction 2 2 2 2 2 2.0000 2.0
Gates Group LLC dba Gates
Construction Company 3 3 3 3 3 3.0000 3.0
TOTAL 6 6 6 6 6
Procurement Professional Barbara Lance
Barbara Lance, Procurement Strategist
Step 1: Upon direction by the Procurement professional, the individual selection committee member should provide their ranking of the proposals
(from highest being number one (1) to lowest.
Step 2: The procurement professional will review the mathematically calculated final rank and discuss the rank order and determine if consensus
is reached.
Page 1 of 1
16.C.14.b
Packet Pg. 1381 Attachment: 21-7883-ST - Final Ranking (16159 : CMAR for Main Campus Upgrade)
Tab 2 - Appendix I1 - Template – Notice of Recommended Award – NORA_rev 02-14-20
Date: _________________
Notice of Recommended Award
Solicitation No.: 21-7883-ST Title: CMAR for Main Campus Upgrade (MCU)
Bid Due Date and Time: May 3, 2021 at 3:00 pm
RESPONDENTS:
Company Name City County ST Final
Rank
Responsive
/Responsible
O-A-K/Florida, Inc. dba Owen-Ames-Kimball
Company
Naples Collier FL 1 Yes/Yes
Chris-Tel Company of Southwest Florida Inc.,
dba Chris -Tel Construction
Fort Myers Lee FL 2 Yes/Yes
Gates Group LLC dba Gates Construction
Company
Bonita Springs Lee FL 3 Yes/Yes
Utilized Local Vendor Preference: Yes No N/A
On April 2, 2021, the Procurement Services Division issued RFP Solicitation 21-7883-ST CMAR for Main Campus
Upgrades (MCU) to thirty-three thousand eight hundred twenty-two (33,822) vendors. Vendors viewed one
hundred seven (107) packages and on May 3, 2021, the County received three (3) proposals as summarized
above. All three (3) proposers were responsive and responsible.
The Selection Committee convened on May 20, 2021 and as described in the solicitation documents, the
Committee scored each of the proposals and shortlisted all three (3) firms to move on to oral presentations.
The Selection Committee reconvened on May 28, 2021, and heard oral presentations from the three (3) short-
listed firms and ranked the presentations as noted above.
Staff is recommending negotiations with the highest ranked firm, O-A-K/Florida, Inc. dba Owen-Ames-Kimball
Company.
Required Signatures
Project Manager: Timothy Rygiel
Procurement Strategist: Barbara Lance
Procurement Services Director:
__________________________________
Sandra Herrera
DocuSign Envelope ID: D069FAC3-8657-433B-AB5A-2EF113758F0A
6/2/2021
6/2/2021
6/3/2021
6/3/2021
16.C.14.d
Packet Pg. 1382 Attachment: 21-7883-ST NORA-Executed (16159 : CMAR for Main Campus Upgrade)
PREPARED FOR:
Collier County Board of County Commissioners
ATTN: Barbara Lance, Procurement Strategist
3295 Tamiami Trail East, Bldg. C-2
Naples, Florida 34112
Barbara.Lance@colliergov.net
239.252.8998
PREPARED BY:
Owen-Ames-Kimball Company
5100 Tamiami Trail N, Suite 103
Naples, FL 34103
O: 239.304.9746
F: 239.561.1996 A PARTNER YOU CAN TRUST.
May 3, 2021
REQUEST FOR
PROPOSALS RFP
Solicitation No.: 21-7883-ST
CMAR for Main Campus Upgrade (MCU)
Underground Chilled Water Mains
New Chiller Plant Building K
Jail Generator and Platform
ELLEN BISOGNO, SR. PROJECT MANAGER,
ATOP THE THERMAL WATER TANK AT
GULF COAST HIGH SCHOOL.
Letter of Interest
May 03, 2021
Collier County Board of County Commissioners
ATTN: Barbara Lance, Procurement Strategist
3295 Tamiami Trail East, Bldg. C-2
Naples, Florida 34112
Barbara.Lance@colliergov.net
239.252.8998
Re: Letter of Interest | Solicitation No.: 21-7883-ST | CMAR for Main Campus Upgrade
First and foremost, Thank you so much for allowing us to be of service to the Collier County Government.Collier County
is a very important client to O-A-K/Florida, Inc. dba Owen-Ames-Kimball Company (O-A-K) and we are very excited about this
project. We really appreciate that you, and your colleagues, have worked tirelessly to develop a strategy that will modernize and
make more eГ cient the cooling system for the Collier County Government Center and fulЙ ll Collier Counties mission to “deliver
high quality, best-value, facilities and space to meet the needs of our residents, visitors, and businesses today and tomorrow.”
O-A-K is a partner that you can trust in helping you fulЙ ll this mission. O-A-K/Florida, Inc. was founded here in Southwest Florida
38 years ago. Back then, in 1982, Collier County had a population of just over 99,000 people. Today, that number stands at just
over 384,000. A lot has changed here in Collier County in nearly 4 decades, but O-A-K remains a constant partner in delivering
high quality, well-built facilities that have stood the test of time for government agencies, municipalities and private enterprise.
More importantly, as you will see in Section 3, many of our projects have included Chiller Plants with Thermal Energy Storage
Tanks on large active campuses similar to what is being proposed for the Collier County Government Center Main Campus Up-
grade (MCU).
Our team is available and humbled to have this opportunity to be considered for the Con-
struction Management on this MCU project. We bring to you and this important project 48
highly qualiЙ ed team members, nine of which will be committed to this project. These nine
individuals have, on average, 24 years of construction industry experience and have worked
at O-A-K 14 years. They each have recent, relevant experience working together and inde-
pendently on highly specialized and multi-phased projects. Consistency is important when
building a new chiller plant with a Thermal Energy Storage Tank on a multi-building campus.
It is our intention that the team members we are proposing to you will be involved in both the
pre-construction and construction phases. Ellen Bisogno is our Senior Project Manager and
she will be our main point of contact for this project. Ellen, along with a large contingent of
our team, reside in Collier County.
We are exciting and ready to get to work! We understand that the Main Campus for Col-
lier County Government Operations includes 13 buildings and over 800,000 square feet of
conditioned space that is serviced by a main Chiller Plant and over 2-miles of underground
chilled water piping. This Project will consists of several components – underground chilled
waterline replacement, a new chiller plant, and a generator platform and Solar Shade for new
chiller equipment.
Above: Our team is excited and ready to
deliver a stellar project.
Owen-Ames-Kimball Company | 5100 Tamiami Trail N, Suite 103; Naples, FL 34103 | O: (239) 304-9746 | F: (239) 561-1996
SCAN ME with your
phone’s camera to watch a
short video of your project.
Letter of Interest
The proposed new Chiller Plant will include 4 air-cooled chillers totaling 2,000 tons of capac-
ity, a supplemental Thermal Energy Storage (TES) chilled water tank, and two (2) dedicated
1250 KW emergency generators. This will provide an additional 900-tons of cooling capacity
with redundancy to meet the new building loads and future growth of the main campus and
reliability during any power outages. The new simpliЙ ed design will be Й tted with the latest
control technology to utilize the best practices in energy management. This will minimize
maintenance and environmental impacts while signiЙ cantly reducing the likelihood of oper-
ational failure.
We understand the new chilled water piping system replacement is intended to follow a simi-
lar route as the existing PVC piping. The new piping system will be HDPE or Polypropylene
Butt Fusion Welded (Seamless). This will provide for a secure and reliable Chilled Water Sup-
ply to the HVAC systems in all associated buildings. Also included will be approximately 14
new pre-cast valve boxes for proper isolation and service at each building as required in the
future.
The Jail Generator and Platform will include the construction of a platform adjacent to the
new chiller yard potentially over the existing retention pond behind the jail complex, the in-
stallation of the new generator, site work for conduit from the generator into the jail facility,
and connection to the new previously installed switchgear. Additionally, a new solar shade
cover will be constructed to cover both the new generator platform and new chiller yard.
The new plant and infrastructure will serve the existing campus facilities as currently ser-
viced. All campus facilities will be required to be maintained and in operation through the
transition from the existing infrastructure service and systems to the new facilities and
infrastructure service and systems. Removal of existing infrastructure will be included in
the project scope.
Whether it is a remodeling project of a few hundred dollars or a new multi-million dollar Chiller Plant with Thermal Energy
Storage Tank, O-A-K approaches each project given to us with the same care and deliberate processes that continue to make
us successful in bringing our projects in on time and on budget. From the Й rst client meeting through close-out and warranty
period, we put our client’s needs and wants Й rst. We guide our clients smoothly through the myriad of construction phases with
an eye to value engineering, always striving to bring a project in under budget and ahead of schedule. The inability for a client to
use a facility means a loss of time devoted to their Й eld and inconvenience to the residents, visitors and staА members. We work
quickly and eГ ciently to provide you, our client, with a well-built, well-timed project.
We provide a system that is very accommodating to our client’s unique needs and requirements and provide a professional approach
to our projects to align the goals and expectations of the project with the correct group of subcontractors that can deliver the correct
end product in the required time frames.
Our Й nancial strength coupled with our reputation in the industry for fair and equable practice, i.e. always paying our
subcontractors on the 15th of every month for work performed even if we haven’t been funded by the owner, insures local high
quality small and large subcontracting Й rm participation at very competitive pricing. As your CM, O-A-K will make sure
Above: Ryan Propp, General Superin-
tendent, has walked the site with our
team and developed a good approach to
eliminate disruptions, to what is a very
active campus.
Owen-Ames-Kimball Company | 5100 Tamiami Trail N, Suite 103; Naples, FL 34103 | O: (239) 304-9746 | F: (239) 561-1996
Letter of Interest
all subcontractor insurance certiЙ cates are present and current for each bid package; assure bonding requirements are met; prepare
and administer all contracts during construction.
Expedited Service
We understand that some jobs need immediate attention and quick turn around. Our team is willing and able to provide this type
of service for any size job. Each of us our available to Collier County 24/7.
Direct Material Purchase (DMP)
Collier County Government qualiЙ es as a sales tax exempt entity and may buy material directly and not pay Florida State sales tax
(7%) on that purchase. This is a savings to you. This applies only to material that can be directly delivered to the project and not
to any labor portion of fabrication or installation. The material purchased must be used 100% on the project that qualiЙ es for the
tax exemption. We have extensive experience managing this program and will do so for you on these projects.
Exceptional Pre-Construction Services
Our in-house estimators know the local market and prices. As such, we will provide you with exceptionally accurate 30%, 60%, 90%
and 100% estimates.
Full-Time Supervision
Our proposed on-site Project Superintendents, Jordan Fike and Scott Reynolds, will manage and supervise the subcontractors
(including adhering to legal documentation of work status, proper attire and language protocols), develop and implement the site
safety plan and manage the project schedules. Throughout construction the superintendents will be on-site 100% of the time.
Web-based project documentation
O-A-K utilizes a secure web-based project management system, Procore, that hosts all project documents, photos, contact
information, schedule information, etc. This service is oА ered at no additional charge. Whether you choose to utilize our web-based
project management system to access cost information or prefer to place a phone call to one of our team members, we guarantee
you’ll get your questions and/or concerns answered immediately.
We recommend regularly scheduled team meetings with you (owner), the design team, and our team at which time the components
of the project are presented, discussed, and decisions reached. Safety, quality, and schedule are the main topics of discussion.
Schedule and Cost Control
We are responsible for tracking and maintaining the project schedule throughout construction. We will establish and issue budgets,
document all meetings and establish clear lines of communication between the team members and trade contractors. Our role in
maintaining the budget is to candidly report what your project costs are at any given time - whether it is within the budget or not.
We will provide you with extensive budget detail in М exible formats so that costs are tracked, monitored and controlled.
Lean Construction
Our company structure was developed and is managed in such a way that guarantees the most eГ cient, cost eА ective and
timely construction process. Our project managers and job site superintendents have the authority to make decisions out in the
Й eld that are in the best interest of the owner. We keep our project construction schedules as tight as possible without sacriЙ cing
quality as we understand and appreciate that time is money. O-A-K has always followed the lean construction method for all of
its projects. By engaging and working alongside the end users, the design team and our team are able to work together to create a
project that is not only eГ cient but is also cost eА ective and the construction materials used meets the needs of the client.
Owen-Ames-Kimball Company | 5100 Tamiami Trail N, Suite 103; Naples, FL 34103 | O: (239) 304-9746 | F: (239) 561-1996
Letter of Interest
Potential Challenges & Risks
Owen-Ames-Kimball Company always uses a forward thinking approach to help eliminate unnecessary surprises and problems
which equals a cost savings for the Owner, by way of positive problem solving ahead, not unnecessary and costly change orders and
construction interruptions during the project.
Safety
Owen-Ames-Kimball Company has an excellent safety record. Our safety program was recently recognized by the Associated
Builders and Contractors (ABC) Association with the Safety Star Award, the highest safety award a contractor can receive. We have
had ZERO OSHA Safety Violations and no lost work day accidents in the last Й ve years. We will develop a safety and security plan,
with input from you, our owner, that meets our stringent safety requirements. Our most important job is to ensure that we
have zero accidents or injuries.
Warranty
We guarantee that all work for projects shall be free from defects and faulty workmanship and/or materials for a period of one (1)
year, unless speciЙ ed for a longer period, or if project/material warranty exceeds one year, from the e А ective date of substantial
completion, and to correct at no cost any defects or faults which might develop within this guarantee period. We are well known
for supporting our projects long after warranty periods have lapses; we want to be your primary source for projects past,
present and future.
We commit to you that we will bring any and all our resources to ensure the successful outcome of this project should we be given
the chance to do so.
On behalf of the entire O-A-K team I want to thank you for your consideration and time.
With warmest regards,
Matthew J. Zwack President
Owen-Ames-Kimball Company
Owen-Ames-Kimball Company | 5100 Tamiami Trail N, Suite 103; Naples, FL 34103 | O: (239) 304-9746 | F: (239) 561-1996
Table of Contents
Table of Contents
1 | Ability of Professional Personnel 01
2 | CertiЙ ed Minority Business Enterprise 17
3 | Past Performance 19
4 | Location (Project Approach, Willingness to Meet Time & Budget Requirements)50
5 | Recent, Current, and Projected Workloads of the Firm 64
6 | Financial Strength and Liabilities of the Firm 89
EVALUATION CRITERIA NO. 1:
ABILITY OF PROFESSIONAL
PERSONNEL
Ability of Professional Personnel 01
Name Title
Time in
Construction
Time w/
Company Project Responsibilities
Matthew J. Zwack
LEED® AP President 25 Years 16 Years
Team Leadership, Resource Allocation, Overall
Responsibility, Project Execution Plan
Abel Natali
LEED® AP
Vice President
Estimator /
BIM Coordinator
15 Years 15 Years
Project manager estimating support; bidding
support, resource for project management
Ellen Bisogno (Sr. PM)
Alesha Watchowski (Lead)
Project
Managers
37 Years
09 Years
21 Years
07 Year
Value Engineering, Bidding, Sub-contractor Contracts,
Document Control, Project Controls, Cost Analysis,
Cost Control, Quality Assurance, Budget Monitoring,
Schedule Adherence, Project Close - Out
Ryan Propp
General
Superintendent /
Chief Safety OГ cer
24 Years 15 Years
Second Tier of Job Site Support,
Subcontractor Control Support, Job Site Safety
Support, Quality Control, Project Close-Out
Scott Reynolds (Lead)
Jordan Fike
Job Site
Superintendents
41 Years
24 Years
15 Years
15 Years
Overall On-Site Leadership, Daily Subcontractor
Scheduling, Quality Assurance, Job Site Safety,
RFI Generation/Coordination, Materials
Expediting / Receiving, Shop Drawing Review,
Project Close-Out
Jan Conrad
Vice President
Accounts Payable /
Receivable
24 Years 21 Years
Project management support with Account Payable &
Receivable, Direct Material Purchase (DMP)
Jan-Erik Hustrulid
Community
Outreach / Grant
Writer
18 Years 10 Years
Seeks out and writes grant opportunities for clients,
Organizes Ground Breakings / Ribbon Cuttings, leads
jobsite visits by Stakeholders at various milestones and
when requested by client
Owen-Ames-Kimball Company (O-A-K) has chosen some
of our most experienced and capable personnel to provide
construction management services for this specialized, multi-
building, highly secure Main Campus Upgrade (MCU) at
the Collier County Government Center. Our team members
each have recent, relevant experience working together and
independently on projects with similar scope and challenges.
Experience examples include Chiller Plant with Thermal
Energy Storage Tanks, Underground Chilled Water Mains,
Generators and Platform. The resumes of key staА members
assigned to this project are included in this section. A few of
those staА members and their capabilities are detailed below.
Our extensive experience working with Collier County
Government and with construction management projects
make our Й rm an ideal choice for this project.
We bring to you and this important project 48 highly qualiЙ ed
team members, nine (09) of which will be committed to this
project. These nine individuals have, on average, 24 years of
construction industry experience and have worked at O-A-K
14 years.
1. Ability of Professional Personnel
1a. Team Qualifi cations
Ability of Professional Personnel 02
1. Ability of Professional Personnel
1a. Team Qualifi cations
Our proposed team members for this project have all worked together on other Chiller Plants with Thermal Energy
Storage Tanks. Below is a map highlighting the locations of our most recent Thermal Energy Storage Tanks. The dots in
yellow represent these projects. The pink dot represents the location of our naples oГ ce and the blue dot represents the
location of the Collier County Government Center. The chart at the bottom provides you with which team members
worked on which projects.
Ability of Professional Personnel 03
V.P. / Manager of
Accounting & HR
Jan Conrad
Accounting Clerks
Kristi Applegate
Melissa Keene
Maureen Rice
McKenzie Woods
Receptionist
Manday Millican
Paula Smith
2020 FGCU & FSW
Summer Interns
Gabriel Garcia
Marco Garcia
Sesar Valle
Owen-Ames-Kimball Company Southwest Florida Operations Organizational Chart
Chief Estimator
Abel Natali,
LEED® AP,
CDT, CSI
Estimator
Pablo Ferreira
Sr. Project
Managers
Ellen Bisogno
Dave Dale
Project Managers
Edwin Clawson
Brian Filipek
Jane Gaia
Kevin James
John Klockner
Toni Dent-McNair
Alesha Watchowski
Project Manager
Assistants
Diane Kirby
Trisha Talaba
Asst. to Sr. PM
Maria Kushlakus
General
Superintendent /
Safety Offi cer
Ryan Propp
Job Site
Superintendents
Walker Adams
David Breese
Shawn Brink
David Campbell
Abel Castro
Jordan Fike
Angelo Garcia
Tim Harkins
Patrick Kowalski
Bill Lisiewski
Robb Lux
Garrett Mapes
Rodney Mitchell
Josh Moses
Philip Pre-Genzer
Scott Reynolds
Richie Silva
John Tartaglia
Danny Trueblood
Larry Walther
Business
Development
Jan-Erik Hustrulid
Marketing
Jeanette Baldwin
Other Florida
O-A-K OFFICES
Collier County
Michigan Offi ces
Grand Rapids,
Kalamazoo
Sister Company
Thomas Marine
Joint Venture
Tobler/O-A-K JV
Senior Project Manager 2
Chief Estimator 1
Project Manager 8
General Superintendents 1
Project Superintendents 20
Assistant Superintendents, Foremen 3
Project Manager Assistants 3
Administrative Support 7
Human Resources Manager 1
Business Dev./Special Projects 1
President 1
Total Personnel - Southwest Florida 48
President
Matthew Zwack, LEED® AP
Ownership Structure
Owen-Ames-Kimball
Company is 100%
employee-owned.
We all have a vested
interest in the
successful outcome
of these important
project on a
continuing basis.
Employee Tenure
Owen-Ames-Kimball
Company is known for
providing consistancy
on projects. The
average employee has
worked for O-A-K for
more than 10 years.
1. Ability of Professional Personnel
1a. Team Qualifi cations
Ability of Professional Personnel 04
Senior Project Manager 2
Chief Estimator 1
Project Manager 8
General Superintendents 1
Project Superintendents 20
Assistant Superintendents, Foremen 3
Project Manager Assistants 3
Administrative Support 7
Human Resources Manager 1
Business Dev./Special Projects 1
President 1
Total Personnel - Southwest Florida 48
Ownership Structure
Owen-Ames-Kimball Company is 100% employee-owned. We all
have a vested interest in the successful outcome of this important
project.
Employee Tenure
Owen-Ames-Kimball Company is known for providing
consistency on projects. The average employee has worked for
O-A-K for more than 10 years.
1. Ability of Professional Personnel
1b. Key Personnel & Corporate Structure
Collier County Government
Matthew J. Zwack
President / Project Executive
25 years experience
Ryan Propp
General Superintendent /
Safety OГ cer
24 years experience
Abel Natali
Estimator/BIM Coordinator
14 years experience
Ellen Bisogno
Senior Project Manager
36 years experience
Scott Reynolds
Job Site Superintendent24 years experience
Jordan Fike
Job Site Superintendent
43 years experience
Alesha Watchowski
Project Manager
33 years experience
Jan-Erik Hustrulid
Community Outreach / Grants
Jan Conrad
Accounting Manager
43 years experience
Suncontractors
Suppliers
Service Providers
(Competitively Bid)
OГ ce Personnel
Field Personnel
Line of Authority
Line of Communication
Main Point of Contact
Key personnel are committed to
this project for its duration unless
excused by the Owner. Each of
these team members reside full-
time here in South Florida.
Selected Design Team
43 years experience
Cell: (239) 218-8163
Ability of Professional Personnel 05
O-A-K’s Naples oГ ce, from which this contract will be admin-
istered, is located at 5100 Tamiami Trail N, Suite 103; Naples,
Florida 34103, 6.8 miles or about a 18 minute drive from
the Collier County Procurement Services Division locat-
ed at 3295 Tamiami Trail East; Naples, FL 34112.
O-A-K provides on-site job site supervision for all Collier
County Government work. With our on-site job trailers and
our close proximity to your County oГ ces, as well as our other
O-A-K project sites throughout Collier County, our staА and
equipment will be readily available for these important project.
O-A-K has had an
offi ce in Collier
County since 2008.
18 min.6.8 mi.
1. Ability of Professional Personnel
1b. Offi ce Location
Ability of Professional Personnel 06
Additional Supporting Offi ce Location – O-A-K
O-A-K’s Fort Myers oГ ce (pictured above) will provide additional support for this project. The Fort Myers oГ ce is located
in the Gateway development in East Lee County at 11941 Fairway Lakes Drive, Fort Myers, FL 33913. This address has been
our Florida headquarters location for the past 29 years. O-A-K has had an oГ ce in Lee County and has been working and
supporting this community for the past 39 years.
O-A-K maintains a Yard facility less than a mile from the Gateway Headquarters building in which we have many types and
quantities of tools, trailers and heavy equipment which might be needed on a job site.
1. Ability of Professional Personnel
1b. Offi ce Location
Ability of Professional Personnel 07
Matthew Zwack, President
Industry Experience : Since 1996
Joined Owen-Ames-Kimball Team: 2005
O-A-K Shareholder & Director
Licensed FL General Contractor
OSHA 30 Hour Trained
LEED AP
Project Experience:
Project Size | Cost
Cypress & Sabal Palm Campus Chillers & Thermal Tank 800,000-Gallons | $5,446,529
Palmetto Ridge Campus Chillers & Thermal Tank 926,000-Gallons | $2,514,166
Golden Gate Middle Campus Chillers & Thermal Tank 450,000-Gallons | $1,525,464
Golden Gate High Campus Chillers & Thermal Tank 946,000-Gallons | $2,477,718
Gulf Coast & Laurel Oak Campus Chillers & Thermal Tank 946,000-Gallons | $3,479,491
East Naples Campus Chillers & Thermal Tank 543,000-Gallons | $815,473
Pelican Marsh Campus Chillers & Thermal Tank 450,000-Gallons | $978,097
Gulf View Middle Campus Chillers & Thermal Tank 300,000-Gallons | $4,526,393.79
Collier County School Board Continuing Contract small projects /multiple schools | $15,865,554
Naples Park Elementary School HVAC & Roof Replacement AAON RTU’s | $1,262,803
Lorenzo Walker Institute of Technology 238,818 sq. ft. | $32,512,799
Gulfview Middle School HVAC Renovations 300,000 gal. thermal water tank | $4,526,394
Cypress Palm Middle School Construction 166,000 sq. ft. | $27,493,672
1. Ability of Professional Personnel
1c. Project Team – Resumes
Employment History:
Matthew had the opportunity to spend summers, weekends, and holidays shadowing his dad on construction sites when he was
young. It was from these experiences that Matthew developed a passion and interest in construction. At the age of 17, Matthew
started his journey as a Foreman in South Dakota, and in 2003 he made his way to Southwest Florida, where he became a Lead Finish
Carpenter. He managed a team of professionals completing trim packages for high-end homes, condos, and commercial buildings.
In 2005, Matthew joined Owen-Ames-Kimball (O-A-K) as an assistant superintendent, working on the new 310,000 SF South
Fort Myers High School. His leadership skills and quality expectations didn’t go unnoticed, and Matthew was quickly promoted to
Job Site Superintendent, overseeing public and private work. In 2015, Matthew was promoted to the chief safety oГ cer and general
superintendent, overseeing all job site superintendents within O-A-K Florida. In 2016, Matthew joined the O-A-K Florida board
of directors and in 2019 was named Vice President of Operations. Matthew was responsible for the overall safety, schedule, quality,
and on-site activities of every O-A-K Florida project in the past Й ve years. In 2021, he assumed the role of President. Matthew is a
LEED Accredited Professional CertiЙ ed for Building Design and Construction and is a Florida Licensed General Contractor. He
is an active member of the Southwest Florida Community and has served on the Charlotte Local Education Foundation BOD and
currently serves as an At-Large member of the Horizon Council in Lee County and on the BOD of the United Way of Lee, Hendry
Glades, and Okeechobee.
Ability of Professional Personnel 08
Abel Natali, VP Estimator/BIM Coordinator
Employment History:
Abel joined Owen-Ames-Kimball (O-A-K) in 2006 as a job site superintendent for the largest project to date for O-A-K, the
Marco Marriott Resort and Spa $52 million renovation. Prior to joining our Й rm, he worked in the real estate and Й nance industry.
Abel excelled in the fast-paced, multi-year Marco Marriott project and was promoted to assistant project manager at that projects
end. Examples of Abel’s projects include the three hurricane recovery replacement schools for Charlotte County Public Schools -
Neil Armstrong, Peace River and East elementary schools. Abel was a part of the team that LEED® certiЙ ed the Й rst elementary
school in Florida, Neil Armstrong Elementary School. He assisted in the Silver CertiЙ cation of Peace River Elementary and East
Elementary Schools.
Education:
Abel graduated cum laude with a bachelors degree in finance and business administration from the University of Florida. He was
recognized for his outstanding academic achievement by being placed on the Dean’s List. Abel is a licensed Florida realtor and
General Contractor.
Additional Background & Capabilities:
He is a Leadership in Energy and Environmental Design (LEED) Accredited Professional through the U.S. Green Building Coun-
cil (USGBC). Abel has served his community through Habitat for Humanity, the University of Florida/ Alachua School District
Champs Mentoring Program, and the Harry Chapin Food Bank. Abel also speaks Spanish. He graduated from the Greater Fort
Myers Chamber of Commerce Leadership Program in 2011.
Industry Experience : Since 2006
Joined Owen-Ames-Kimball Team: 2006
O-A-K Shareholder & Director
Licensed FL General Contractor
Leed AP
Project Experience:
Project Size | Cost
Cypress & Sabal Palm Campus Chillers & Thermal Tank 800,000-Gallons | $5,446,529
Palmetto Ridge Campus Chillers & Thermal Tank 926,000-Gallons | $2,514,166
Golden Gate Middle Campus Chillers & Thermal Tank 450,000-Gallons | $1,525,464
Golden Gate High Campus Chillers & Thermal Tank 946,000-Gallons | $2,477,718
Gulf Coast & Laurel Oak Campus Chillers & Thermal Tank 946,000-Gallons | $3,479,491
East Naples Campus Chillers & Thermal Tank 543,000-Gallons | $815,473
Pelican Marsh Campus Chillers & Thermal Tank 450,000-Gallons | $978,097
Gulf View Middle Campus Chillers & Thermal Tank 300,000-Gallons | $4,526,393.79
Page Field Rehabilitation of Runway 5-23 & Assoc. TW’s 5200’
| $19,155,572
New Hope Presbyterian Church 26,330 sq. ft.
| $6,500,000
Creative World School 13,000 sq. ft.
| $2,395,688
Family Health Centers - Lehigh Acres Medical Facility 65,000 sq. ft.
| $14,623,492
Marco Island Marriott Resort & Spa Renovation 400 rooms | $52,000,000
1. Ability of Professional Personnel
1c. Project Team – Resumes
Ability of Professional Personnel 09
Ellen Bisogno, Senior Project Manager
1. Ability of Professional Personnel
1c. Project Team – Resumes
Employment History:
Ellen entered the construction Й eld more that 30 years ago as an owner’s representative for construction of a 350 room hotel and a
70 unit condominium complex. For this same company, she also managed the completion of three Й ve-story oГ ce buildings. Ellen
then went on to work for a New York CPA Й rm as their northeast regional operations and facilities manager for ten o Г ces. She
transitioned into the position of director of operations for two start-up dot coms, and then to a similar position with a CPA Й rm in
New York. The 9/11 tragedy eliminated her position from this company. She then started her own company, Facility Design, LLC.
As owner and president of her Й rm, she was responsible for all on site project operations management for multiple sites as well as
for contract negotiations and purchasing. Ellen’s immediate past position before joining Owen-Ames-Kimball was with PPCC as
Director of Operations/AГ liate Administrator, where her duties included project manager for operations and facilities as well as
clinic manager and human resources administrator.
Education:
Ellen attended Ocean County College in Toms River, New Jersey and majored in English.
Additional Background & Capabilities:
Throughout Ellen’s employment history and experience, she has performed successfully to make the projects under her charge
operate more cost eГ ciently and eА ectively. She is recognized for her ability to manage multiple, large scale projects and to bring
them in on time and under budget.
Industry Experience : Since 1984
Joined Owen-Ames-Kimball Team: 2006
Outstanding Performance in the
Construction of Cypress Palm Middle
School – The District School Board of
Collier County
Project Experience:
Project Size | Cost
Cypress & Sabal Palm Campus Chillers & Thermal Tank 800,000-Gallons | $5,446,529
Palmetto Ridge Campus Chillers & Thermal Tank 926,000-Gallons | $2,514,166
Golden Gate Middle Campus Chillers & Thermal Tank 450,000-Gallons | $1,525,464
Golden Gate High Campus Chillers & Thermal Tank 946,000-Gallons | $2,477,718
Gulf Coast & Laurel Oak Campus Chillers & Thermal Tank 946,000-Gallons | $3,479,491
East Naples Campus Chillers & Thermal Tank 543,000-Gallons | $815,473
Pelican Marsh Campus Chillers & Thermal Tank 450,000-Gallons | $978,097
Gulf View Middle Campus Chillers & Thermal Tank 300,000-Gallons | $4,526,393.79
Lorenzo Walker Institute of Technology Career Center 141,067 sq. ft. | $23,247,560
Gulfview Middle School HVAC Renovations 300,000 gal. thermal water tank | $4,526,394
Cypress Palm Middle School Construction 166,000 sq. ft. | $27,493,672
Ability of Professional Personnel 10
Alesha Watchowski, Project Manager
Employment History:
Alesha started her experience in the construction Й eld, working as an intern at two diА erent Ferris State University projects. As an
Assistant Project Engineer on the Rare Isotope Beams Project, her primary responsibilities were Closeout, Document Control,
and LEED submittals. Under a Construction Management services contract, she prepared bid packages, organized and directed the
on-site safety orientations and Й eld oГ ce meetings, and was responsible for the monthly project updates while getting Й rst-hand
experience on a complete demolition of two dormitory buildings and the building of a new parking garage. Since starting at O-A-K,
Alesha has worked her way from Project Manager Assistant to Project Manager using her skills in the daily management of multiple
projects for the Collier County School District, Charlotte County School District, Lee County Port Authority, Chico’s FAS, Fort
Myers Broadcasting and the Lee County School Board, including the new Lehigh Acres Middle School. The school is 167,103 sq.
ft. on a 36.18 acre, which Alesha has managed every aspect from contract negotiations and bidding through construction.
Education:
Alesha attended Ferris State University in Big Rapids, Michigan where she graduated Cum Laude for her Associate of Applied
Science degree in Civil Engineering Technology. She continued on to acquire her Bachelor of Science in Construction Management
again graduating Cum Laude.
Additional Background & Capabilities:
Alesha is a member of the Sigma Lambda Chi International Construction Honors Society and was in the Associated Construction
Students (ACS) at Ferris State University.
Industry Experience : Since 2012
Joined Owen-Ames-Kimball Team: 2014
Owen-Ames-Kimball Company Shareholder
B.S. in Construction Management -
Ferris State University
A.A.S. Civil Engineering Technology
Project Experience:
Project Size | Cost
Veterans Park Academy of the Arts & Lehigh Acres Middle School Central Energy Plant $2,958,294
Veterans Park Academy of the Arts Kitchen Renovation 2,500 sq. ft. | $214,537
Riverdale High School Central Energy Plant Renovations $1,986,300
The New Lehigh Acres Middle School 167,103 sq. ft. | $34,494,233.86
North Fort Myers Academy of the Arts CEP Renovations $2,392,750
St. Francis Xavier Courtyard Remodel 5,000 sq. ft. | $80,925
Fort Myers Broadcasting Parking Lot Expansion Phase I 55,000 sq. ft. | $412,392
Mirror Lakes Elementary School Kitchen Renovation 2,500 sq. ft. | $225,777
School Board of Lee County Continuing Contract Multiple Projects | $1,828,147
Chicos FAS Retail Services Multiple Renovations $315,133
Charlotte County School Board Continuing Contract Multiple Projects | $1,414,108
Lee County Port Authority Mitigation Parks at RSW - Exotic Vegetation Control / Fence Repairs $212,852
Rasmussen College Multiple Renovation Projects 1,811,391
1. Ability of Professional Personnel
1c. Project Team – Resumes
Ability of Professional Personnel 11
Employment History:
Ryan started with Owen-Ames-Kimball in 2005 as a superintendent. Prior employment experience includes project superintendent
for SWFL Home Builders from 2000 to 2003. Ryan supervised the construction of $3-10 million custom projects for both
companies.
Education:
Ryan is a graduate of Cypress Lake High School in Fort Myers. He has certifications for CPR & First Aid and is also OSHA certified.
Additional Background & Capabilities:
Ryan is from a trades background and has strong carpentry and Й nish trades supervision skills. Finish trades include metal framing,
suspended ceilings, dry wall and slab. Ryan is particularly adept at managing diГ cult projects, is owner-oriented and is highly
regarded by owners with whom he has worked.
Project Experience:
Project Size | Cost
Cypress & Sabal Palm Campus Chillers & Thermal Tank 800,000-Gallons | $5,446,529
Gulf Coast & Laurel Oak Campus Chillers & Thermal Tank 946,000-Gallons | $3,479,491
East Naples Campus Chillers & Thermal Tank 543,000-Gallons | $815,473
Gulf View Middle Campus Chillers & Thermal Tank 300,000-Gallons | $4,526,393
Golden Gate Middle School Replace AHUs & Switch Gear $3,858,553
St. John XXIII - New Parish Hall & Adoration Chapel $5,803,963
Gulf Coast High and Laurel Oak Elementary HVAC Replacement $2,863,353
Collier County School Board Continuing Contract small projects /multiple schools | $15,865,554
Naples Park Elementary School HVAC Renovations $1,468,000
Gulfview Middle School Renovations 100,000 sq. ft. & 420,000 water storage tank | $4,526,394
Covenant Presbyterian Church 33,000 sq. ft. | $6,031,431
YMCA Gaynor Child Development Center 7,743 sq. ft. | $655,961
Fiddlesticks Fitness Center 7,500 sq. ft. | $1,300,000
Immokalee Middle School 138,000 sq. ft. | $4,131,000
Seacrest Upper School Modular Campus 34 acre site | $10,300,000
Industry Experience : Since 1996
Joined Owen-Ames-Kimball Team: 2005
Owen-Ames-Kimball Company Shareholder
NPDES Stormwater Management
Inspector
EPA Lead-Safe Certifi ed
OSHA 30 Hour Trained
First Aid Certifi ed
Ryan Propp, General Superintendent /
Chief Safety Offi cer
1. Ability of Professional Personnel
1c. Project Team – Resumes
Ability of Professional Personnel 12
Jordan Fike, Job Site Superintendent
Employment History:
Starting as a carpenter’s helper during his high school summer break, Jordan worked his way up to Lead Man, then Foreman
learning all facets of thecarpentry trade. He was responsible for, setting trusses, interior and exterior framing and structural framing,
then moving into Interior high production trim work and Installing high end trim with exotic woods. Jordan also spent four years
working at a ‘big box’ store in the Commercial Sales department and eventually promoted to Sales Manager in the Appliances
department. In the years previous to joining O-A-K, he worked as a Superintendent on new construction and major remodeling
commercial projects.
Education:
Jordan graduated early from the Riverdale High School in 2002 and entered the work skills program during his senior year where
he first learned the carpentry trade.
Additional Background & Capabilities:
Exceptional customer service and problem-solving skills enables Jordan to easily work in teams or independently. He also has a
strong knowledge of masonry, plumbing and heavy equipment operation. Jordan is capable of multi-tasking and his all-around
construction background makes him the perfect person to manage a project site
Industry Experience : Since 2001
Joined Owen-Ames-Kimball Team: 2018
30-Hour OSHA Certifi ed
Project Experience:
Project Size | Cost
Cypress Palm Middle and Sabel Palm ES New Thermal Water Tank & Central Energy Plant 543,000 gallons | $2,851,342
Corkscrew Middle School - Renovate Serving Lines 482 sq. ft. | $215,240
Corkscrew Elementary School - Renovate Serving Lines 512 sq. ft.
| $222,131
Corkscrew Middle & Cypress Palm Middle School - Think Tank Construction $208,458
Install Power Soak Sinks at Various Collier County Schools Multiple Sinks
| $601,144
Corkscrew Elementary Covered Play Pavilion 5,000 sq. ft. | $361,551
Sabal Palm Elementary Fire Storage Tank Renovation 10,474 sq. ft.
| $578,346
Rhodora J. Donahue Academy Dumpster Enclosure 295 sq. ft.
| $50,000
Cypress Palm Middle School Installation Access Door to Media Center $13,897
Collier County Continuing Service Work $18,439490
Golden Gate Middle School Replace AHUs & Switch Gear $3,858,553
Creative World School 13,000 sq. ft.
| $2,395,688
1. Ability of Professional Personnel
1c. Project Team – Resumes
Ability of Professional Personnel 13
Scott Reynolds, Job Site Superintendent
Employment History:
Scott came to Owen-Ames-Kimball Company as a job site superintendent after working as a mechanical superintendent for
ten years, specializing in fire protection systems. Previous employers include S.L. Page Corporation and Naples Fire Sprinkler
Company.
Education:
Scott has completed training to pass the fire protection licensing examination in the State of Florida.
Additional Background & Capabilities:
Scott’s success at handling larger general contracting projects for O-A-K has conЙ rmed his ability to translate his mechanical
experience into all trades. He was the lead superintendent on such notable projects as the signature building for Florida Gulf
Coast University, the award-winning Lutgert School of Business in Lee County and the Й rst elementary school in Florida to
earn the United States Green Building Council LEED® certiЙ cation, Neil Armstrong Elementary School in Charlotte County.
His varying project type experience also includes $14 million worth of work at a private school in Naples and supervision on the
largest project to date for O-A-K, the $52 million award-winning Marco Marriott Resort and Spa Renovations on Marco Island.
Industry Experience : Since 1980
Joined Owen-Ames-Kimball Team: 1997
Owen-Ames-Kimball Shareholder
Licensed Fire Protection Contractor
Acoustic Certifi ed, EPA Lead-Safe Certifi ed
Mold Remediation
30 Hour OSHA Trained & First Aid Certifi ed
Project Experience:
Project Size | Cost
Veterans Park Academy of the Arts & Lehigh Acres Middle School Central Energy Plant $2,958,294
Gateway Elementary School HVAC Replacement 112,436 sq. ft. | $1,224,711
Southwest Florida Community Foundation - Collaboratory 22,500 sq. ft. | $5,297,702
Marco Marriott Resort & Spa Renovations 400 Rooms
| $52,000,000
FGCU - Fine Arts Building II - (LEED Platinum) 29,046 sq. ft. | $7,687,794
Florida Gulf Coast University Lutgert Hall 60,000 sq. ft.
| $17,000,000
Neil Armstrong Elementary School - (LEED CertiЙ ed) 112,000 sq. ft. | $20,771,486
Community School of Naples 98,000 sq. ft.
| $15,419,757
Labelle Municipal Airport New Terminal Building 6,200 sq. ft.
| $3,190,000
Naples Municipal Airport RW 14-32 Safety Area and West Quad Drainage Improvements 9,000 linear ft.
| $3,813,478
Naples Municipal Airport Runway 14-32 Rehabilitation 5,000 ft. runway resurface | $2,503,158
Dunbar Community School Renovations 36,000 sq. ft. | $241,120
Stella Apartments - (LEED Platinum) 10,630 sq. ft. | $1,355,674
Moorings Presbyterian Church Fellowship Hall 25,000 sq. ft.
| $3,378,390
1. Ability of Professional Personnel
1c. Project Team – Resumes
Ability of Professional Personnel 14
Jan Conrad, VP Accounting Manager
Employment History:
Since 1997, Jan has worked exclusively in the construction Й eld. Starting as an adminstrative assistant at a MEP Й rm working at
job costing and time keeping, Jan quickly made her way into helping with proposals and estimates. As head of Accounting Services
here at O-A-K, Jan takes full responsibilty for a Й ve person team who are , in turn, responsible for accounts payable/receivable, all
monthly journal entries, pay apps and payroll along with other adminstrative duties.
Education:
Jan attended Edison Community College (now Florida SouthWestern State College) in Fort Myers, Florida, completing courses
before starting her career in Accounting.
Additional Background & Capabilities:
Besides all of the accounting related software, Jan is well versed in IT, cloud based software programs and harware & o Г ce related
equipment. She is also a Notary Public. Jan is an avid Й sherman and boater and enjoys growing her own plants and herbs to use in
her home cooking.
Industry Experience : Since 1997
Joined Owen-Ames-Kimball Team: 2000
O-A-K Shareholder & Director
Project Experience:
Project Size | Cost
Cypress & Sabal Palm Campus Chillers & Thermal Tank 800,000-Gallons | $5,446,529
Palmetto Ridge Campus Chillers & Thermal Tank 926,000-Gallons | $2,514,166
Golden Gate Middle Campus Chillers & Thermal Tank 450,000-Gallons | $1,525,464
Golden Gate High Campus Chillers & Thermal Tank 946,000-Gallons | $2,477,718
Gulf Coast & Laurel Oak Campus Chillers & Thermal Tank 946,000-Gallons | $3,479,491
East Naples Campus Chillers & Thermal Tank 543,000-Gallons | $815,473
Pelican Marsh Campus Chillers & Thermal Tank 450,000-Gallons | $978,097
Gulf View Middle Campus Chillers & Thermal Tank 300,000-Gallons | $4,526,393.79
Edgewater Drive Improvements - Phase II 2.0 miles
| $25,219,551
New Hope Presbyterian Church 26,330 sq. ft.
| $6,500,000
Venice Municipal Airport Runway 13-31 Rehab. & RPZ Improvements 5,000 Lft.
| $4,146,987
Page Field General Aviation Terminal 22,613 sq. ft.
| $11,008,742
Galloway Ford Showroom Additions & Renovations 32,000 sq. ft.
| $2,184,481
Florida Highway Patrol Communications Center 5,500 sq. ft.
| $1,272,000
Marco Island Marriott Resort & Spa Renovation 400 rooms
| $52,000,000
City of Naples Police & Emergency Operations 16,000 sq. ft.
| $1,900,076
City of Naples Development Services Building 36,000 sq. ft.
| $3,704,000
1. Ability of Professional Personnel
1c. Project Team – Resumes
Ability of Professional Personnel 15
Construction Equipment
O-A-K also owns a Construction Yard located within Gateway and is only 35 miles from the the Collier County
Government Center where we keep large and small equipment and tools that is always at the ready when the need
arises.
All of us at Owen-Ames-Kimball work tirelessly to provide our clients with an exceptional construction experience,
starting with the pre-construction phase and all the way through close out. We know that a properly planned, fully
coordinated project is the key to the successful outcome of any construction e А ort, and we are going to do whatever it
takes to make that happen.
It’s not often that you Й nd the President of the Company and Job Site Superintendents operating construction
equipment. But at O-A-K, we are unique in that regard and a majority of our team members are licensed and
experienced operators. Pictured above left: John Tartaglia, Job Site Superintendent stops to take a photo with project
managers Ellen Bisogno and Kevin James. Pictured above right: Dave Dale, Past President of O-A-K operating our
John Deere 350 Excavator on a project we recently completed in Collier County
1. Ability of Professional Personnel
1cd. Available Equipment
EVALUATION CRITERIA NO. 2:
CERTIFIED MINORITY
BUSINESS ENTERPRISE
Certifi ed Minority Business Enterprise 17
2. Certifi ed Minority Business Enterprise
Matchmaker Workshop at FGCU
Project DBE Goal % Actual DBE %
RSW - FIDS Upgrade 5.00% 14.00%
RSW - CCTV Upgrade 8.00% approx. 20.00%
FMY - Airside Perimeter Road 13.00% approx. 51.00%
Corkscrew Road Safety Improvements 5.00% 7.67%
FMY- Page Field North Terminal Tenant Improvements 10.00% 37.50%
FMY- Parallel Taxiways 5.00% 6.70%
RSW - Cargo Road Improvements 10.00% 17.67%
O-A-K is always committed to the success of Collier County Governments DBE & MWBE program and will continue to emphasize
its importance and strive for achieving/exceeding its goals in all projects.
McCollum Hall Restoration Kick-Off Ceremony
O-A-K/Florida, Inc. is not certifi ed as a minority business enterprise. We do have an exceptionally strong
and proven DBE and W/MBE program and look forward to utilizing our experience on this contract.
DBE and W/MBE History and Plan
O-A-K agrees to ensure that DBE’s and W/MBE’s will have the maximum opportunity to participate in this work and commit to
working with Collier County on achieving satisfactory DBE and W/MBE contracting opportunities, as our project history attests.
In order to accomplish these goals, O-A-K also runs a Legal Bid Advertisement in the local newspaper 30 days prior to bid opening
and sends Bid Invitations to all DBE and W/MBE subcontractors listed in the Owen-Ames-Kimball Company database. Other
unique tools used by O-A-K to encourage DBE and W/MBE participation include direct mailings, telephone contact by project
manager, targeted packaging of trade bids to accommodate bidding by DBE and W/MBE Й rms, pre-bid community outreach and
educational meetings, speciЙ c DBE and W/MBE provisions discussed at the pre-bid conference, qualiЙ cation assistance to potential
Й rms, payment program to help fund operations through construction process, assistance in collateral material preparation and
distribution, contacted local media to provide information to the community on this project opportunity.
Due to the strength of our bonding underwriting, we do not require bonding of subs. This avoids the cost of “bond on bond”
that others require of the owner. Many of the DBE and W/MBE companies are not able to obtain a bond, especially of this size.
Our policy gives these Й rms the opportunity to participate.
EVALUATION CRITERIA NO. 3:
PAST PERFORMANCE
Past Performance 19
3. Past Performance
3a. Experience
The pages that follow are examples of recent relevant projects
that Owen-Ames-Kimball Company (O-A-K) has been
fortunate to have completed that are similar in size and scope
to what is planned for the Collier County Government Center
Main Campus Upgrades (MCU). Many of the team members
listed within our Ability of Professional Personnel have worked
on these projects. We have the time and resources to devote to
your project and are ready to begin immediately.
Our estimating is very accurate, generally within
1 to 3% of the actual Й nal total construction cost.
Two recent examples include:
Palmetto Ridge Campus Chillers w/ Thermal Tank
Estimated - $2,851,342
Actual - $2,514,166.09
Golden Gate Middle Campus Chillers / Thermal Tank
Estimated - $1,905,242
Actual - $1,525,464
In addition to our vertical expertise we also have a
full in-house site civil division which can be very beneЙ cial in
estimating site work. With our site civil division we own our
own equipment and can price out the site piece before bidding
it out to the sub-contractors. You will be guaranteed that the
site cost will not exceed our number which you will known in
advance of bids coming in. If a sub-contractor comes in with a
lower number, which happens from time to time, than naturally
we will proceed with the better number. Bid openings are
always open book.
We bring extensive experience working on multi-structure,
multi-phased, and highly secured projects. You can count
on us to ensure that disruptions are non-existent or kept to
a minimum (planned during oА peak times) during each
of the phases. We recently completed a major renovation
and large addition to the Waterman Broadcasting Studios
(home to NBC-2 & ABC-7). The studio was up and
operational throughout the project. NBC-2 has 19
live shots every day and required us to work around
these times.
01 Collier County Government 08 Lee County Government
02 The School District of Collier County 09 Charlotte County Government
03 The School District of Lee County 10 City of Fort Myers
04 Lee County Port Authority 11 Naples Airport Authority
05 Florida Southwestern State College 12 Florida Department of Military AА airs
06 Florida Gulf Coast University 13 City of Marco Island
07 City of Naples 14 Florida Department of Environmental Protection
The Owen-Ames-Kimball Company (O-A-K) is honored and humbled to be providing Construction Management Services to all
our local governments and municipalities here in Southwest Florida. We value the long standing relationships that we have developed
over the past 38 years of building here in SWFL and take pride in the work that we do. We standby all our projects long after they are
completed and our owners know that we are only a phone call away. Here is a small sampling of a few of our valued government clients:
Since 2012 we have built eight (8) new
Thermal Energy Storage Tanks with
Chiller Plants totaling over $21 million.
The team that we are proposing has
worked together on these projects.
ELLEN BISOGNO, SR. PROJECT MANAGER, ATOP THE THERMAL WATER TANK AT GULF COAST HIGH SCHOOL. OUR TEAM
MEMBERS TAKE A HANDS ON APPROACH AND ARE VERY INVOLVED IN THE PROJECT.
Past Performance 20
3. Past Performance
3a. Comparable Experience
d) Description of the project:
The chiller plants and thermal storage ice tanks at Cypress Palm Middle School (CPM)
and Sabal Palm Elementary School (SPE) were at the end of their useful life. This project
included replacing the chiller plants and thermal storage ice tanks at both schools with one
centralized water-cooled chiller plant and one new 800,000-gallon thermal storage water
tank (located at CPM). In order to optimize the eГ ciency of the classroom fan coil units at
SPE, this project converted all 3-Way temperature control valve (TCV) to 2-Way TCV within
the units. We installed two 500-ton centrifugal chillers, new cooling towers, new chiller
pumps, new condenser pumps, and new system pumps at CPM’s CEP.
CPM is home to some 715 students and LOE home to some 993 students. This project was
completed after hours and on weekends to ensure no disruptions.
g) The project fee and the original and fi nal contingency amounts:
Fee: 4.5% | GMP Contingency of $200,000.00 / DMP Savings = $1,054,866.47
Owner Savings = $136,550.94
i) The Specifi c Safety Record: 0 lost workdays
J) A list of trades self-performed: 0, we didn’t provide any self-perform work
on this particular projects.
k) Examples of Engineering Review Services: We work with the
maintenance department to ensure proposed equipment and controls are
compatible with the existing equipment.
Project Size ..............................................210,961 Sq. Ft.
f) Initial Project Cost ................................$5,446,529
f) Final Project Cost ..................................$5,446,529
h) Initial Project Timeline ....... 04/2019 to 02/2020
h) Actual Project Completion ......... February 2020
a) Nature of the proposing entity ..... Corporation
Major Renovation
Owner:
Mr. Fai Chan,
Director, Project Management
Collier County Public Schools
5775 Osceola Trail; Naples, FL 34109
(239) 377-0235
ChanFa@collierschools.com
Department Head: Marc Rouleau
(239) 377-0242 |roulem@collierschools.com
Architect:
Mr. Lawrin T. Ellis, PE
TLC Engineering for Architecture
13099 S. Cleveland Ave, Suite 500
Fort Myers, FL 33907
(239) 985-2005
lawrin.ellis@tlc-eng.com
Owen-Ames-Kimball Team:
Ryan Propp, Shawn Brink
Job Site Superintendents
Ellen Bisogno
Project Manager
Abel Natali
Chief Estimator
Matthew Zwack
V.P. of Operations / Safety Officer
Dave Dale
Principal- in-Charge
e) The Role of the Proposer:
• CMAR with GMP
• Pre-Construction Phase Services
• Permitting Oversight
• Value Engineering
b) Office Location Responsible
5100 Tamiami Trail N, Suite 103,
Naples, FL 34103
Project Details
Cypress & Sabal Palm Campus Chillers & Thermal Tank
PROJECT
COMPARISON
Past Performance 21
PROJECT
COMPARISON3. Past Performance
3a. Comparable Experience
Main Campus Upgrades at Collier Government Center vs.
Cypress & Sabal Palm Campus Chillers & Thermal Tank
The chillers and pump room on
this main campus upgrade will
be immaculate and all the pipes,
valves, etc. will be marked and
easily accessible as we did at CPM
and SPE. This provides ease of use
for both service and maintenance!
...we will ensure that the
equipment and components are
very maintenance friendly
Project Similarities
Main Campus
Upgrades at
Government
Center
CPM & SPE
Chillers &
Thermal Tank
New Chiller Plant
New Thermal Energy Storage Tank
1000’s of feet of chilled water pipes
Public and private-use campus
Multi-Building campus
Highly secured buildings that are active year-round
Thousands of visitors daily
Zero unplanned disruptions
Extensive underground utility coordination
Coordinated staging plan
Near-identical building structure type(s)
INSIDE THE PUMP ROOM
AT CPM
Past Performance 22
3. Past Performance
3a. Comparable Experience
Cypress & Sabal Palm Campus Chillers & Thermal Tank
Past Performance 23
3. Past Performance
3b. Comparable Experience & References
Reference:
Cypress & Sabal Palm Campus Chillers & Thermal Tank
Past Performance 24
3. Past Performance
3a. Comparable Experience
d) Description of the project:
The chiller plants and thermal storage ice tanks, chilled water pumps and frequency drives at
Palmetto Ridge High School (PRH) were at the end of their useful life.
The scope of work for this project includes: replace ice tanks with water tank at PRH,
construction of one new 7,500 ton-hour (926,000 gallon) pre-stressed concrete chilled-water
storage tank on the PRH campus; installation of landscaping for new chilled water storage
tank; installation of new underground chilled water piping from CEP to/from new chilled
water storage tank. PRH is home to some 1,949 studentsThis project was completed after
hours and on weekends to ensure no disruptions.
g) The project fee and the original and fi nal contingency amounts:
Fee: 4.5% | GMP Contingency of $100,000.00 / Return of unspent cost = $337,175.91
i) The Specifi c Safety Record: 0 lost workdays
J) A list of trades self-performed: 0, we didn’t provide any self-perform work
on this particular projects.
k) Examples of Engineering Review Services: recommended HDEP pipe in
lieu of Steel Pipe. We work with the maintenance department to ensure proposed
equipment and controls are compatible with the existing equipment.
Project Size ..............................................233,528 Sq. Ft.
f) Initial Project Cost ................................$2,851,342
f) Final Project Cost .............................$2,514,166.09
h) Initial Project Timeline ....... 05/2018 to 01/2019
h) Actual Project Completion ........... January 2019
a) Nature of the proposing entity ..... Corporation
Major Renovation
Owner:
Mr. Fai Chan,
Director, Project Management
Collier County Public Schools
5775 Osceola Trail; Naples, FL 34109
(239) 377-0235
ChanFa@collierschools.com
Department Head: Marc Rouleau
(239) 377-0242 |roulem@collierschools.com
Architect:
Mr.Gary Wydock
OCI Associaties, Inc.
9728 Commerce Center Court
Fort Myers, FL 33908
(239) 462-4188
gwydock@ociassociates.com
Owen-Ames-Kimball Team:
Jordan Fike
Job Site Superintendents
Ellen Bisogno
Project Manager
Abel Natali
Chief Estimator
Matthew Zwack
V.P. of Operations / Safety Officer
Dave Dale
Principal- in-Charge
e) The Role of the Proposer:
• CMAR with GMP
• Pre-Construction Phase Services
• Value Engineering
b) Office Location Responsible
5100 Tamiami Trail N, Suite 103,
Naples, FL 34103
Project Details
Palmetto Ridge Campus Chillers & Thermal Tank
Past Performance 25
3. Past Performance
3a. Comparable Experience
Palmetto Ridge Campus Chillers & Thermal Tank
Past Performance 26
3. Past Performance
3b. Comparable Experience & References
Reference:
Palmetto Ridge Campus Chillers & Thermal Tank
Past Performance 27
3. Past Performance
3a. Comparable Experience
d) Description of the project:
In order to achieve long-term operating cost savings, a new 450,000-gallon thermal energy
storage (TES) water tank was constructed at Golden Gate Middle School (GGM). The
two existing cooling towers of the chilled water system required refurbishing. Additionally,
this project included painting all paintable surfaces of chiller plant yard equipment and
structures.
The scope of work for this project includes: rebuild chiller plant and install TES system with
water tank, refurbished two cooling towers; painted interior of chiller yard, new pipe stands,
hollow metal doors and frames; furnished and installed one fan coil unit, chilled water and
make up water piping with associated insulation, HVAC controls, water treatment and
cleaning of strainers; installed housekeeping pads, brick, block and stucco repairs; performed
rough, Й nish grade and demolition of trees. GGM is home to some 1,096 studentsThis
project was completed after hours and on weekends to ensure no disruptions.
g) The project fee and the original and fi nal contingency amounts:
Fee: 4.5% | GMP Contingency of $300,000.00 / Return of unspent cost = $379,777.99
i) The Specifi c Safety Record: 0 lost workdays
J) A list of trades self-performed: 0, we didn’t provide any self-perform work
on this particular projects.
k) Examples of Engineering Review Services: recommended HDEP pipe in
lieu of Steel Pipe. We work with the maintenance department to ensure proposed
equipment and controls are compatible with the existing equipment.
Project Size ..............................................110,804 Sq. Ft.
f) Initial Project Cost ...........................$1,905,242.21
f) Final Project Cost .............................$1,525,464.22
h) Initial Project Timeline ....... 04/2019 to 08/2019
h) Actual Project Completion ............ August 2019
a) Nature of the proposing entity ..... Corporation
Major Renovation
Owner:
Mr. Fai Chan,
Director, Project Management
Collier County Public Schools
5775 Osceola Trail; Naples, FL 34109
(239) 377-0235
ChanFa@collierschools.com
Department Head: Marc Rouleau
(239) 377-0242 |roulem@collierschools.com
Architect:
Mr. Todd GriГ th, P.E.
Matern Professional Engineer
7680 Cambridge Manor PL, Suite 101
Fort Myers, FL 33907
(239) 340-1520
tgriГ th@matern.net
Owen-Ames-Kimball Team:
Shawn Brink
Job Site Superintendents
Ellen Bisogno
Project Manager
Abel Natali
Chief Estimator
Matthew Zwack
V.P. of Operations / Safety Officer
Dave Dale
Principal- in-Charge
e) The Role of the Proposer:
• CMAR with GMP
• Pre-Construction Phase Services
• Value Engineering
b) Office Location Responsible
5100 Tamiami Trail N, Suite 103,
Naples, FL 34103
Project Details
Golden Gate Middle Campus Chillers & Thermal Tank
Past Performance 28
3. Past Performance
3a. Comparable Experience
Golden Gate Middle Campus Chillers & Thermal Tank
Past Performance 29
3. Past Performance
3b. Comparable Experience & References
Reference:
Golden Gate Middle Campus Chillers & Thermal Tank
Past Performance 30
3. Past Performance
3a. Comparable Experience
d) Description of the project:
Golden Gate High School’s (GGH) thermal storage ice tanks, chilled water pumps and
frequency drives were at the end of their useful service life and required replacement. To
achieve long term operating cost savings, a new thermal energy storage water tank was
constructed. Additionally, the underground chill water line on the north side of the campus
had deteriorated and experienced constant loss of chill water due to leaks. In order to avoid
major catastrophic failure of the HVAC system, this chill water line required replacement
and the installation of isolation valves. The scope of the work included the construction of
one new 7,500 ton-hour (946,000 gallon) pre-stressed concrete chilled-water storage tank;
new underground chilled water piping from central energy plant (CEP) to/from new chilled
water storage tank; replaced approximately 1,500 feet of north loop chilled water pipes with
pre-insulated DR 11 HDPE piping with associated valves and Й ttings; connect new chilled
water pipes to existing CW piping in mechanical rooms. GGH is home to some 2,362
students and LOE home to some 1,830 students. This project was completed after hours
and on weekends to ensure no disruptions.
g) The project fee and the original and fi nal contingency amounts:
Fee: 4.5% | GMP Contingency of $100,000.00 / Return of unspent cost = $170,199.58
i) The Specifi c Safety Record: 0 lost workdays
J) A list of trades self-performed: 0, we didn’t provide any self-perform work
on this particular projects.
k) Examples of Engineering Review Services: recommended HDEP pipe in
lieu of Steel Pipe. We work with the maintenance department to ensure proposed
equipment and controls are compatible with the existing equipment.
Project Size ..............................................185,464 Sq. Ft.
f) Initial Project Cost ...........................$2,647,918.52
f) Final Project Cost .............................$2,477,718.94
h) Initial Project Timeline ....... 05/2018 to 01/2019
h) Actual Project Completion ........... January 2019
a) Nature of the proposing entity ..... Corporation
Major Renovation
Owner:
Mr. Fai Chan,
Director, Project Management
Collier County Public Schools
5775 Osceola Trail; Naples, FL 34109
(239) 377-0235
ChanFa@collierschools.com
Department Head: Marc Rouleau
(239) 377-0242 |roulem@collierschools.com
Architect:
Mr.Gary Wydock
OCI Associaties, Inc.
9728 Commerce Center Court
Fort Myers, FL 33908
(239) 462-4188
gwydock@ociassociates.com
Owen-Ames-Kimball Team:
Shawn Brink
Job Site Superintendents
Ellen Bisogno
Project Manager
Abel Natali
Chief Estimator
Matthew Zwack
V.P. of Operations / Safety Officer
Dave Dale
Principal- in-Charge
e) The Role of the Proposer:
• CMAR with GMP
• Pre-Construction Phase Services
• Value Engineering
b) Office Location Responsible
5100 Tamiami Trail N, Suite 103,
Naples, FL 34103
Project Details
Golden Gate High Campus Chillers & Thermal Tank
Past Performance 31
3. Past Performance
3a. Comparable Experience
Golden Gate High Campus Chillers & Thermal Tank
Past Performance 32
3. Past Performance
3a. Comparable Experience
d) Description of the project:
The chiller plants and thermal storage ice tanks at Gulf Coast High School (GCH) and
Laurel Oak Elementary School (LOE) were at the end of their useful life. This project
included replacing the chiller plants and thermal storage ice tanks at both schools with one
centralized water-cooled chiller plant and one thermal storage water tank (located at GCH).
The scope of work included the remove and disposal of seventeen Fafco thermal storage
ice tanks; construction of one new 7,700 ton-hour (946,000 gallon) pre-stressed concrete
chilled-water storage tank on the GCH campus; removal of Й ve chillers; installation of two
600-ton centrifugal chillers, one 300–ton centrifugal chiller and three cooling towers on
the GCH campus; installation of nine chilled water pumps at GCH and two chilled water
pumps at LOE; installation of approximately 4,000 feet of chilled water pipes between GCH
and LOE; constructed one new pump room at LOE; installed variable frequency drives for
all new pumps and cooling tower fans; installed new controls, new cooling tower make-up
and blow-down М ow metering. GCH is home to some 2,362 students and LOE home to
some 965 students. This project was completed after hours and on weekends to ensure no
disruptions.
g) The project fee and the original and fi nal contingency amounts:
Fee: 4% | GMP Contingency of $80,000.00 / DMP Savings = $1,054,866.47
Owner Savings = $136,550.94
i) The Specifi c Safety Record: 0 lost workdays
J) A list of trades self-performed: 0, we didn’t provide any self-perform work.
k) Examples of Engineering Review Services: recommended HDEP pipe in
lieu of Steel Pipe. We work with the maintenance department to ensure proposed
equipment and controls are compatible with the existing equipment.
Project Size ..............................................374,837 Sq. Ft.
f) Initial Project Cost ................................$4,661,009
f) Final Project Cost .............................$3,479,491.31
h) Initial Project Timeline ....... 01/2016 to 08/2016
h) Actual Project Completion ............ August 2016
a) Nature of the proposing entity ..... Corporation
Major Renovation
Owner:
Mr. Fai Chan,
Director, Project Management
Collier County Public Schools
5775 Osceola Trail; Naples, FL 34109
(239) 377-0235
ChanFa@collierschools.com
Department Head: Marc Rouleau
(239) 377-0242 |roulem@collierschools.com
Architect:
Mr. Lawrin T. Ellis, PE
TLC Engineering for Architecture
13099 S. Cleveland Ave, Suite 500
Fort Myers, FL 33907
(239) 985-2005
lawrin.ellis@tlc-eng.com
Owen-Ames-Kimball Team:
Ryan Propp
Job Site Superintendents
Ellen Bisogno
Project Manager
Abel Natali
Chief Estimator
Matthew Zwack
V.P. of Operations / Safety Officer
Dave Dale
Principal- in-Charge
e) The Role of the Proposer:
• CMAR with GMP
• Pre-Construction Phase Services
• Value Engineering
b) Office Location Responsible
5100 Tamiami Trail N, Suite 103,
Naples, FL 34103
Project Details
Gulf Coast & Laurel Oak Campus Chillers & Thermal Tank
PROJECT
COMPARISON
Past Performance 33
PROJECT
COMPARISON3. Past Performance
3a. Comparable Experience
Main Campus Upgrades at Collier Government Center vs.
Gulf Coast & Laurel Oak Campus Chillers & Thermal Tank
We would anticipate elevated
chillers on this main campus
upgrade like we did at GCH and
LOE. This provides ease of access
for both service and maintenance!
...we will ensure that the
equipment and components are
very maintenance friendly
Project Similarities
Main Campus
Upgrades at
Government
Center
GCH & LOE
Chillers &
Thermal Tank
New Chiller Plant
New Thermal Energy Storage Tank
1000’s of feet of chilled water pipes
Public and private-use campus
Multi-Building campus
Highly secured buildings that are active year-round
Thousands of visitors daily
Zero unplanned disruptions
Extensive underground utility coordination
Coordinated staging plan
Near-identical building structure type(s)
UNDER CHILLER
CLEARANCE FOR EASE
OF ACCESS
Past Performance 34
3. Past Performance
3a. Comparable Experience
Gulf Coast & Laurel Oak Campus Chillers & Thermal Tank
Past Performance 35
3. Past Performance
3a. Comparable Experience
d) Description of the project:
Ice Tanks replaced with (TES) thermal energy storage Water Tank
Project involved sitework, thermal water tank, ice tank demolition and under underground
pipe connection from tank.
Demo of existing ice tanks and pad and legal removal and disposal of glycol
Temporary road , Demo and reconЙ guration of fencing and new fencing/gates
Construction of a new 543,000-gallon; 3,000 Ton thermal energy storage tank
Underground discharge pipe to retention pond
Grading and 57 stone at tank
Concrete encasement of underground pipes
Site landscape restoration
East Naples is home to some 1,068 students. This project was completed after hours and on
weekends to ensure no disruptions.
g) The project fee and the original and fi nal contingency amounts:
Fee: 4.5% | GMP Contingency of $80,000.00 / Change Order #1 for DMP Savings =
$57,977.23; Change Order #2 in the amount of $12,304.00; Return of unspent cost =
$16,448.36
i) The Specifi c Safety Record: 0 lost workdays
J) A list of trades self-performed: 0, we didn’t provide any self-perform work
on this particular projects.
k) Examples of Engineering Review Services: recommended HDEP pipe in
lieu of Steel Pipe. We work with the maintenance department to ensure proposed
equipment and controls are compatible with the existing equipment.
Project Size ..............................................140,514 Sq. Ft.
f) Initial Project Cost ...................................$902,203
f) Final Project Cost ................................$815,473.41
h) Initial Project Timeline ....... 01/2015 to 08/2015
h) Actual Project Completion ............ August 2015
a) Nature of the proposing entity ..... Corporation
Major Renovation
Owner:
Mr. Fai Chan,
Director, Project Management
Collier County Public Schools
5775 Osceola Trail; Naples, FL 34109
(239) 377-0235
ChanFa@collierschools.com
Department Head: Marc Rouleau
(239) 377-0242 |roulem@collierschools.com
Architect:
Mr.Gary Wydock
OCI Associaties, Inc.
9728 Commerce Center Court
Fort Myers, FL 33908
(239) 462-4188
gwydock@ociassociates.com
Owen-Ames-Kimball Team:
Ryan Propp
Job Site Superintendents
Ellen Bisogno
Project Manager
Abel Natali
Chief Estimator
Matthew Zwack
V.P. of Operations / Safety Officer
Dave Dale
Principal- in-Charge
e) The Role of the Proposer:
• CMAR with GMP
• Pre-Construction Phase Services
• Value Engineering
b) Office Location Responsible
5100 Tamiami Trail N, Suite 103,
Naples, FL 34103
Project Details
East Naples Campus Chillers & Thermal Tank
Past Performance 36
3. Past Performance
3a. Comparable Experience
East Naples Campus Chillers & Thermal Tank
Past Performance 37
3. Past Performance
3a. Comparable Experience
d) Description of the project:
Demo of existing ice tanks and pad and legal removal and disposal of glycol
Demo and reconЙ guration of fencing and new fencing/gates
Underground discharge pipe to retention pond
Grading and 57 stone at tank Concrete encasement of underground pipes
Construction of a new 420,000--gallon 3,000 Ton thermal energy storage tank
Temporary road, site landscape restoration
Pelican Marsh is home to some 742 students. This project was completed after hours and on
weekends to ensure no disruptions.
g) The project fee and the original and fi nal contingency amounts:
Fee: 4.5% | GMP Contingency of $80,000.00 / Return of unspent cost = $24,360
i) The Specifi c Safety Record: 0 lost workdays
J) A list of trades self-performed: 0, we didn’t provide any self-perform work
on this particular projects.
k) Examples of Engineering Review Services: recommended HDEP pipe in
lieu of Steel Pipe. We work with the maintenance department to ensure proposed
equipment and controls are compatible with the existing equipment.
Project Size ..............................................101,418 Sq. Ft.
f) Initial Project Cost ...................................$798,097
f) Final Project Cost .....................................$773.737
h) Initial Project Timeline ....... 03/2013 to 08/2013
h) Actual Project Completion ............ August 2013
a) Nature of the proposing entity ..... Corporation
Major Renovation
Owner:
Mr. Fai Chan,
Director, Project Management
Collier County Public Schools
5775 Osceola Trail; Naples, FL 34109
(239) 377-0235
ChanFa@collierschools.com
Department Head: Marc Rouleau
(239) 377-0242 |roulem@collierschools.com
Architect:
BRPH
1475 Centrepark Blvd., Suite 230
West Palm Beach, FL 33401
(561) 616-5878
Owen-Ames-Kimball Team:
Gene Carr
Job Site Superintendents
Ellen Bisogno
Project Manager
Abel Natali
Chief Estimator
Matthew Zwack
V.P. of Operations / Safety Officer
Dave Dale
Principal- in-Charge
e) The Role of the Proposer:
• CMAR with GMP
• Pre-Construction Phase Services
• Value Engineering
b) Office Location Responsible
5100 Tamiami Trail N, Suite 103,
Naples, FL 34103
Project Details
Pelican Marsh Campus Chillers & Thermal Tank
Past Performance 38
3. Past Performance
3a. Comparable Experience
d) Description of the project:
Phased renovation to seven buildings to include: Constructed a new 300,000-gallon thermal
energy water storage tank to replace ice tanks; Replaced all air conditioning equipment
in seven buildings; Replaced AHU’s and MRU’s; Replaced all VAV boxes; Replacing
energy management systems; All new HVAC controls throughout; Cleaned existing ducts;
Replaced all chilled pipe and pumps; New hot water heaters; New recirculation pumps and
loop. Installed new freezer/cooler in kitchen; ReconЙ gured kitchen to build new oГ ce for
managers. Site work included new sidewalks, new asphalt and new ball Й eld.
GGM is home to some 645 studentsThis project was completed after hours and on
weekends to ensure no disruptions.
g) The project fee and the original and fi nal contingency amounts:
Fee: 4.5% | GMP Contingency of $100,000.00 / Return of unspent cost = $199,198
i) The Specifi c Safety Record: 0 lost workdays
J) A list of trades self-performed: 0, we didn’t provide any self-perform work
on this particular projects.
k) Examples of Engineering Review Services: recommended HDEP pipe in
lieu of Steel Pipe. We work with the maintenance department to ensure proposed
equipment and controls are compatible with the existing equipment.
Project Size ................................................78,458 Sq. Ft.
f) Initial Project Cost ................................$4,526,394
f) Final Project Cost ..................................$4,327,196
h) Initial Project Timeline ....... 02/2012 to 08/2012
h) Actual Project Completion ............ August 2012
a) Nature of the proposing entity ..... Corporation
Major Renovation
Owner:
Mr. Fai Chan,
Director, Project Management
Collier County Public Schools
5775 Osceola Trail; Naples, FL 34109
(239) 377-0235
ChanFa@collierschools.com
Department Head: Marc Rouleau
(239) 377-0242 |roulem@collierschools.com
Architect:
Mr. Lawrin T. Ellis, PE
TLC Engineering for Architecture
13099 S. Cleveland Ave, Suite 500
Fort Myers, FL 33907
(239) 985-2005
lawrin.ellis@tlc-eng.com
Owen-Ames-Kimball Team:
Ryan Propp
Job Site Superintendents
Ellen Bisogno
Project Manager
Abel Natali
Chief Estimator
Matthew Zwack
V.P. of Operations / Safety Officer
Dave Dale
Principal- in-Charge
e) The Role of the Proposer:
• CMAR with GMP
• Pre-Construction Phase Services
• Value Engineering
b) Office Location Responsible
5100 Tamiami Trail N, Suite 103,
Naples, FL 34103
Project Details
Gulf View Middle Campus Chillers & Thermal Tank
Past Performance 39
3. Past Performance
3a. Comparable Experience
Gulf View Middle Campus Chillers & Thermal Tank
Past Performance 40
d) Description of the project:
Addition of new Central Energy Plant including an 800 sq. ft. building, towers, chillers
& pumps. New construction also included site work, sidewalks, asphalt and mechanical
equipment. Renovations to existing 2110 sq. ft. tower yard and the 900 sq. ft. pump room
Installation of new air handling unit for the Gym along with new duct work and Й re sprinklers.
Electrical service renovated as needed
g) The project fee and the original and fi nal contingency amounts:
Fee: 4.5% | GMP Contingency of $100,000.00 / Direct Material Purchase (DMP) for the
Pumps, VFDs, DiА users & Louvers; Towers and Separators; Chillers totaled $650,161 |
$17,786.54 was returned to the district in owner savings.
i) The Specifi c Safety Record: 0 lost workdays
J) A list of trades self-performed: demolition
k) Examples of Engineering Review Services: Timely buyouts, utilized local
subcontractors, Direct Material Purchase (DMP). This project was not initially given to O-A-K.
But the Й rst contractor walked away from it saying they couldn’t meet the school’s budget.
The initial design plans came in at $2,603,023 even without any of the add alternates listed in
the plans. The school’s budget was $2.4m. O-A-K brought the GMP in at $2,390,700.00 and
still gave back almost $20k in owners savings (because of continuous VE options they found
thru construction). O-A-K modiЙ ed equipment manufacturers, while still staying maintenance
friendly. Changing to manual OH doors. Bare bones package for controls. Reusing old light
Й xtures, etc. But at the end of the day, the school got a lot of their “wish list” items because
O-A-K managed the job so well, they got to pay for a lot of additional things.
Project Size ..............................................197,944 Sq. Ft.
f) Initial Project Cost ................................$2,390,700
f) Final Project Cost ..................................$1,722,752
h) Initial Project Timeline ....... 03/2018 to 08/2018
h) Final Project Duration .............. August 10, 2018
a) Nature of the proposing entity ..... Corporation
Major Renovations
Owner:
Ms. Tina Silcox
Project Manager
School District of Lee County
3308 Canal Street; Fort Myers, FL
(239) 479-4274
Tinalsil@leeschools.net
Dept. Head: Scott Reichenbacher
(239) 479-4201 scottcr@leeschools.net
Engineer:
Mr. Michael Heilman, P.E.
TLC Engineering for Architecture
13099 S. Cleveland Ave, Suite 500
Fort Myers, FL 33907
(239) 275-4240
michael.heilman@tlc-eng.com
Owen-Ames-Kimball Team:
Patrick Kowalski
Job Site Superintendent
Alesha Watchowski
Project Manager
Abel Natali
Chief Estimator
Matthew Zwack
V.P. of Operations / Safety Officer
Dave Dale
Principal- in-Charge
e) Role of the Proposer:
• Construction Manager-at-Risk
• Construction Phase Services
• Permitting Oversight
• Value Engineering
b) Office Location Responsible
11941 Fairway Lakes Drive
Fort Myers, FL 33913
Project Details
North Fort Myers Academy of the Arts
Centralized Central Energy Plant (CEP)
3. Past Performance
3a. Comparable Experience
Past Performance 41
North Fort Myers Academy of the Arts
Centralized Central Energy Plant (CEP)
3. Past Performance
3a. Comparable Experience
Past Performance 42
3. Past Performance
3b. Comparable Experience & References
Reference:
CMAR - Attachment A Required Forms 02-21-20
Form 4 Reference Questionnaire
(USE ONE FORM FOR EACH REQUIRED REFERENCE)
Solicitation: 21-7883-ST MAIN CAMPUS UPGRADES (MCU)
Reference Questionnaire for:
(Name of Company Requesting Reference Information)
(Name of Individuals Requesting Reference Information)
Name:
(Evaluator completing reference questionnaire)
Company:
Email: FAX: Telephone:
Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the
selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which
they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale
of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you
were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance
in a particular area, leave it blank and the it
Project Description: ___________________________Completion Date: _____________________________
Project Budget: _______________________________ Project Number of Days: _______________________
Item Criteria Score (must be completed)
1 Ability to manage the project costs (minimize change orders to scope).
2 Ability to maintain project schedule (complete on-time or early).
3 Quality of work.
4 Quality of consultative advice provided on the project.
5 Professionalism and ability to manage personnel.
6 Project administration (completed documents, final invoice, final product turnover;
invoices; manuals or going forward documentation, etc.)
7 Ability to verbally communicate and document information clearly and succinctly.
8 Abiltity to manage risks and unexpected project circumstances.
9 Ability to follow contract documents, policies, procedures, rules, regulations, etc.
10 Overall comfort level with hiring the company in the future (customer satisfaction).
TOTAL SCORE OF ALL ITEMS
O-A-K/Florida, Inc. dba Owen-Ames-Kimball Company
Matthew J. Zwack, President
Tina Silcox, Project Manager
Construction Project Management
The School District of Lee County
tinalsil@leeschools.net (239) 479-4274
North Fort Myers Academy of the
Arts Central Energy Plant
August 10, 2018
$1,722,752 153
10
10
10
10
10
10
10
10
10
10
100
Signature:_____________________
Date:_____________________
North Fort Myers Academy of the Arts
Centralized Central Energy Plant (CEP)
Past Performance 43
d) Description of the project:
Origination of project was to address aging ineГ cient air cooled chiller equipment at both
Veterans Park Academy of the Arts (VPAA) and Lehigh Acres Middle School (LAMS)
campuses. Chiller ages at VPAA and LAMS were approximately 12 and 14 plus years
respectively. The chiller capacity serving LAMS campus was not keeping up on design
cooling day, so additional chilled water capacity was included in the design. VPAA chiller
plant was constant М ow setup, so in addition to conserving energy by transitioning to water
cooled chillers, system pump energy could be reduced by making the system variable М ow.
Central Energy Plant (CEP) work was done concurrently with school semester. The project
Й nished before the summer prior to 2017/2018 school year. Existing chillers were utilized
until new chillers could be brought online. This transition occurred during the 2016/2017
year Spring Break. Accommodations for student access and egress were made where
underground chilled water piping connected the two campuses. This included providing pit
covers to allow walkways and egress to be maintained.
g) The project fee and the original and fi nal contingency amounts:
Fee: 4.5% | GMP Contingency of $100,000.00; DMP Savings was factored into our
Guaranteed Maximum Price. Savings to the District included a reduction in power
consumption and cost savings of approx. $52,000 per year.
i) The Specifi c Safety Record: 0 lost workdays
J) A list of trades self-performed: demolition
k) Examples of Engineering Review Services: Timely buyouts, utilized local
subcontractors, Direct Material Purchase (DMP)
Project Size ..............................................380,476 Sq. Ft.
f) Initial Project Cost ................................$4,523,101
f) Final Project Cost .............................$2,958,294.82
h) Initial Project Timeline ....... 10/2016 to 05/2017
h) Final Project Duration ................... May 25, 2017
a) Nature of the proposing entity ..... Corporation
Major Renovations
Owner:
Ms. Tina Silcox
Project Manager
School District of Lee County
3308 Canal Street; Fort Myers, FL
(239) 479-4274
Tinalsil@leeschools.net
Dept. Head: Scott Reichenbacher
(239) 479-4201 scottcr@leeschools.net
Engineer:
Mr. Michael Heilman, PE
TLC Engineering for Architecture
13099 S. Cleveland Ave, Suite 500
Fort Myers, FL 33907
(239) 275-4240
michael.heilman@tlc-eng.com
Owen-Ames-Kimball Team:
Scott Reynolds
Job Site Superintendent
Alesha Watchowski
Project Manager
Abel Natali
Chief Estimator
Matthew Zwack
V.P. of Operations / Safety Officer
Dave Dale
Principal- in-Charge
e) The Role of the Proposer:
• Construction Manager-at-Risk
• Construction Phase Services
• Permitting Oversight
• Value Engineering
b) Office Location Responsible
11941 Fairway Lakes Drive
Fort Myers, FL 33913
Project Details
Veterans Park Academy of the Arts & Lehigh Acres
Middle School Centralized Central Energy Plant (CEP)
3. Past Performance
3a. Comparable Experience
Past Performance 44
Veterans Park Academy of the Arts & Lehigh Acres
Middle School Centralized Central Energy Plant (CEP)
3. Past Performance
3a. Comparable Experience
Past Performance 45
3. Past Performance
3b. Comparable Experience & References
Veterans Park Academy & Lehigh Acres Middle CEP
Reference:
CMAR - Attachment A Required Forms 02-21-20
Form 4 Reference Questionnaire
(USE ONE FORM FOR EACH REQUIRED REFERENCE)
Solicitation: 21-7883-ST MAIN CAMPUS UPGRADES (MCU)
Reference Questionnaire for:
(Name of Company Requesting Reference Information)
(Name of Individuals Requesting Reference Information)
Name:
(Evaluator completing reference questionnaire)
Company:
Email: FAX: Telephone:
Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the
selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which
they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale
of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you
were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance
in a particular area, leave it blank and the it
Project Description: ___________________________Completion Date: _____________________________
Project Budget: _______________________________ Project Number of Days: _______________________
Item Criteria Score (must be completed)
1 Ability to manage the project costs (minimize change orders to scope).
2 Ability to maintain project schedule (complete on-time or early).
3 Quality of work.
4 Quality of consultative advice provided on the project.
5 Professionalism and ability to manage personnel.
6 Project administration (completed documents, final invoice, final product turnover;
invoices; manuals or going forward documentation, etc.)
7 Ability to verbally communicate and document information clearly and succinctly.
8 Abiltity to manage risks and unexpected project circumstances.
9 Ability to follow contract documents, policies, procedures, rules, regulations, etc.
10 Overall comfort level with hiring the company in the future (customer satisfaction).
TOTAL SCORE OF ALL ITEMS
O-A-K/Florida, Inc. dba Owen-Ames-Kimball Company
Matthew J. Zwack, President
Tina Silcox, Project Manager
Construction Project Management
The School District of Lee County
tinalsil@leeschools.net (239) 479-4274
Veterans Park Academy of the Arts &
Lehigh Acres MS Central Energy Plant May 25, 2017
$2,958,294 212
10
10
10
10
10
10
10
10
10
10
100
Signature:_____________________
Date:_____________________
Past Performance 46
3. Past Performance
3a. Comparable Experience
New Construction Project
Project Size ...............................................................................................178,953 sq. ft.
Original GMP .............................................................................................$28,639,142
Final Cost ..................................................................................................$27,810,562*
Completion ...........................................................................................September 2010
Clerk of Courts, Courthouse
and Government Center
Responsibilities:
• Construction Manager at Risk | Repeat Client
• The project involved extensive shareholder collaboration, streamlined
communication, and expert quality control.
• * substantial savings on the project
The largest construction project ever undertaken by the County, the new
courthouse gives deЙ nition to the skyline of downtown Grand Haven. With its
dark wood paneling, soaring 16-foot ceilings, large courtrooms and a respectful nod
to the past, it has the proper ambiance to command respect among all who walk
through the doors. Courthouse features include: 20th circuit court oГ ces, 58th
district court oГ ces, prosecutor oГ ces, adult probation/parole oГ ces, friend of the
court oГ ces, satellite oГ ces for treasurer, clerk and register of deeds, four magistrate
hearing rooms, one district courtroom, four circuit courtrooms, defendant holding
cells, sheriА ’s oГ ce sally port, cafeteria and four elevators. The new courthouse
was built on a tight site only Й ve feet West of the existing courthouse, which was
eventually demolished to create parking for the new.
A 32,340 square foot addition and a 29,613 square foot renovation the County
Administration Building that houses branches for elected oГ ces.
Owner:
Mr. Richard J. VandekerkhoА
Facility Director
Ottawa County
12220 Fillmore Street, Suite 160
West Olive, MI 49460
(616-738-4877
Architect:
Mr. Tom Smith
Fishbeck, Thompson, Carr & Huber
1515 Arboretum Drive SE
Grand Rapids, MI 49546
(616) 464-3896
Owen-Ames-Kimball Team:
Craig Willison, P.E., LEED AP
Job Site Superintendents
Dan Rathburn, LEED AP
Project Manager
Frank Bartoszek, LEED AP
Director of Pre-Construction
Adam Tweedy
Estimator
Bill Schoonveld
Project Executive
Frank Stanek, PE, LEED AP
Principal in Charge
Project Details
Past Performance 47
3. Past Performance
3a. Comparable Experience
New Construction Project
Project Size ...............................................................................................241,500 sq. ft.
Original GMP .............................................................................................$47,084,099
Final Cost ..................................................................................................$39,022,441*
Completion ............................................................................................2001 to Present
Corporate Offi ce Campus in Fort Myers
Responsibilities:
• General Contractor/CMAR | Repeat Client
• Phased Construction
• The project involved extensive shareholder collaboration, streamlined
communication, and expert quality control.
O-A-K has had an ongoing relationship with CHICO’S FAS, Inc., a locally based
women’s fashion production/distribution center, for nearly a decade. We are
CHICO’S construction manager of choice for all their construction related activities
and to date have completed over 100 projects.
Projects included: New buildings, guardhouses, portable buildings, site work, bridges,
canal crossings and fencing, new central energy plant, and multiple renovations of
remaining buildings. Projects range from a few thousand dollars to several million.
“I have had the pleasure of working with O-A-K on over 100 projects (small
and large) since 2001 and they have always done a great job and provided the
necessary manpower and talent to get the job done on time and within budget”.
- John C. Fox
Owner:
Mr. John Fox
Sr. Manager
Chico’s NSSC Facility Operations
11215 Metro Parkway
Fort Myers, FL 33966
(239) 274-4224
Architect:
Mr. Ramon Acevedo
Gora McGahey Associates
43 Barkley Circle, Suite 202
Fort Myers, FL 33907
(239) 275-0225
Owen-Ames-Kimball Team:
Matt Zwack, Brian Slowinski,
Ryan Propp
Job Site Superintendents
Mike Woods, Matt Zwack, Abrie
Spies, Abel Natali
Project Managers
Steve Richards & Abel Natali
Estimator
Patrick Conran & Matt Zwack
VP of Operations / Safety
Dave Dale
Principal in Charge
Project Details
Past Performance 48
3. Past Performance
3a. Comparable Experience
New Construction Project
Project Size ...............................................................................................141,067 sq. ft.
Original GMP .............................................................................................$24,000,000
Final Cost ....................................................................................................$23,247,560
Completion ...........................................................................................November 2010
Lorenzo Walker Building in
Collier County
Responsibilities:
• Construction Manager at Risk | Repeat Client
• 5 phased project on an active school campus
• Total Project Scheduling
• Job Cost Savings = $752,440
The Lorenzo Walker School was a newly constructed three-story school located in East
Naples. It was one of 5 phased projects that O-A-K built on the Lorenzo Walker Campus
over a 36-month period. Built utilizing tilt wall construction, and in close proximity to a
nearby nature preserve area, the building included four fully equipped science classrooms,
campus wide state-of-the-art wireless internet access, with a broad and diverse set of
technical learning programs, including: Administrative Assisting, Network Support
Systems, Computer Programming, Architectural Drafting, Mechanical Drafting, Licensed
Practical Nursing, Medical Assisting, Dental Assisting, Surgical Technician, Cosmetology,
Automotive Technician, Automotive Collision and Repair, Marine Science Technology,
Aviation, Culinary Arts, and Teacher Education.
Owner:
Mike Johnson
Collier County Public Schools
5775 Osceola Trail
Naples, FL 34109
(239) 377-0244
johnsomi@collierschools.com
Architect:
Charlie Gutekunst, formerly with
Reynolds, Smith & Hills, Inc.
now a principal at RG Architects
2070 McGregor Blvd., Suite 3
Fort Myers, FL 33901
(239) 728-8303
crg@rgarchitectspa.com
Owen-Ames-Kimball Team:
Tony Barone, Gene Carr
Job Site Superintendents
Ellen Bisogno
Project Manager
Steve Richards
Estimator
Patrick Conran
VP of Operations / Safety
Dave Dale
Principal in Charge
Project Details
EVALUATION CRITERIA NO. 4:
LOCATION ҭPROJECT APPROACH,
WILLINGNESS TO MEET TIME
& BUDGET REQUIREMENTS Ү
Location (Project Approach, Willingness to Meet Time & Budget Requirements) 50
4. Location (Project Approach, Willingness to Meet Time & Budget Requirements)
4a. Project Approach & Overview of Resources
This is a very exciting project and our team is ready, willing and
able to provide you and this project with exceptional pre‐con-
struction and construction management services for the Main
Campus Upgrade.
From the moment Owen-Ames-Kimball is engaged to build a
project, we are completely committed to doing whatever it takes
to make that project a success.
One of the qualities that diА erentiates our Й rm is that we excel
at listening to our clients and catering to their needs. We have
a great deal of experience building Chiller Plants with Ther-
mal Energy Storage Tanks in highly traГ ced and secure areas
on large, multi-building, multi-phased campus facilities for
government agencies and certainly bringing that experience has
merit, but we will also listen to all County stakeholders’ “wants
and needs” throughout the entirety of the process. This will al-
low us to bring to bear our experience, matched to satisfy your
most critical projects-wants, allowing for the very best solutions
at every critical decision point. We have extensive experience
working in Collier County and the area surrounding the Col-
lier County Governent Center site, so we understand the soil
conditions and we have been working with the local area utili-
ties for a long time.
Every project is unique, and this main campus upgrade is no
diА erent. We’ll strive to integrate the Counties most-critical
priorities, so we can further assess the project as a whole. This
will allow us to identify the most critical project elements that
could present challenges and formulate strategies to mitigate
them. From the inception of your project, we’ll work hard to be
a team player. We’ll focus on a team approach, by fully commu-
nicating with everyone involved!
For your new chiller plant with thermal energy storage tank,
our approach strategy would be as follows:
Pre-Construction Services
On a project of this size, we would prescribe regular weekly meet-
ings with the County and the selected design team, beginning
during the preliminary stages of pre-construction, commencing
all the way through construction. We’ll use these meetings to reg-
ularly update the entire team on the status of all project items, in-
cluding permitting, budget, schedule, drawing revisions, etc. It’s
important to us that this time is also used to ensure client input
and satisfaction, so the design documents and the corresponding
budget all abide by the Counties needs. Since this project will be
utilizing our full range of pre-construction services, we will be
able to provide the full complement of services required to ensure
the success of this project.
Design Review
As the design develops, we continually evaluate the di А erent
components of the plans and bring alternative means and meth-
ods, where applicable, to the team for discussion.
Budget Estimating
It is vital that the design and budget are kept in balance by con-
tinuous communication between the design and construction
team members. We understand that as soon as we’re hired, our
team will need to verify all current cost information. As your
Construction Manager, our task is to candidly report to the
County what the project will cost at any given time and its re-
spect to the budget, and we will do this on a continual basis
throughout project.
All quantities will be determined sheet-by-sheet by our Estima-
tor, Abel Natali, using On-Screen TakeoА estimating software
to ensure an accurate depiction of quantities. Each separate CSI
division for your estimates will be treated individually, evalu-
ated for constructibility and cross-checked against associated
trades. All subsequent estimates will then be compared line-
by-line to the preceding estimate with an explanation of vari-
ances. This will result in an accurate depiction of the evolution
of both cost and design, aiding the collaborative eА ort. As the
design documents become more detailed, so too will our esti-
mates. Each of our cost estimates are completed in-house by our
fully-staА ed team of experts.
Value Engineering
Value engineering is one way we М ex our creative muscle. As
your Construction Manager, we will facilitate the value engi-
neering process for Collier County, oА ering complimentary
services to those being oА ered by the design team. The intent
of value engineering is to provide you with alternates and solu-
tions, as well as early detection of potential problems to save
you money. The value engineering ideas we provide will either
save you money during the project or save you money in oper-
ating costs over the life of the renovations. While this process
will certainly be customized to this project and to the Counties
unique needs, some of our common value engineering ideas
involve alternative materials and/or equipment ideas, phased
scheduling plans, and scope enhancements.
Constructibility Analysis
Constructibility reviews start immediately. Our entire team
will manage this eА ort as the documents are being developed
and we continually evaluate the di А erent components of the
project and bring alternative means and methods to the Team
for discussion.
Location (Project Approach, Willingness to Meet Time & Budget Requirements) 51
4. Location (Project Approach, Willingness to Meet Time & Budget Requirements)
4a. Project Approach & Overview of Resources
Life Cycle Cost Analysis
O-A-K’s life cycle costing oА ers many beneЙ ts, including re-
ducing the total cost of ownership, assistance in selecting alter-
natives that are environmentally sustainable while minimizing
premature building obsolescence, and providing a useful “yard-
stick” for measuring the overall economy of various design al-
ternatives.
Bid Phase
The bid phase timeline will be mutually agreed upon between
the County and O-A-K to best solicit fair market pricing while
meeting all County standards. During the bid phase, we create
thoroughly developed trade packages within the guidelines of
the CSI codes to give the bidders detailed information regard-
ing their scope of work while also inputting standard protocols
that the County and O-A-K carry. This in turn eliminates over-
lap of scope and reduces many questions during the bid phase
as well as construction.
Building Information Modeling (BIM)
Using our Building Information Modeling (BIM) system, our
experts are able to compiling the Main Campus Upgrade plans
into a conceptual three-dimensional building map. This system
will provide an eГ cient means of:
• Virtual representation for budgeting and estimating.
• Detailed subcontractor coordination prior to
construction.
• Preemptive discovery of conМ icts between underground
utilities, HVAC, electrical, etc.
• Minimizing Й eld fabrication.
• Post-construction facility maintenance.
Prior to the preconstruction phase of the project, O-A-K will
work with the project team to develop a BIM Execution Plan
which will outline the team and their roles and responsibilities,
deЙ ne the expected level of detail for the construction mod-
els, identify all uses for the BIM, and establish the means of
communication. By instituting this framework early, the BIM
manager will set the tone for the project and minimize surprises
throughout the process.
Throughout the design process, O-A-K will utilize the BIM
models from the design team by conducting constructibility
reviews and preliminary interference checks which will help to
ensure that the Counties building systems will Й t within the
building parameters. After the design is complete and the Й -
nal design is approved, O-A-K will recreate the BIM Execution
Plan (BEP) to incorporate the subcontractors participating in
the BIM process.
Construction Scheduling
Scheduling is a critical part of every project and has a direct im-
pact on cost. It is important to provide a careful review by envi-
ronmental, regulatory and governmental agencies (i.e. Greater
Naples Fire Rescue District, FPL, Utilities, etc.) that have ju-
risdiction over this project. Their review and input early and
continuously eliminates delays and/or costly corrective work.
These elements need to be factored into each schedule. Any po-
tential delivery problems need to be exposed early in the proj-
ect so unnecessary delays can be avoided later. Construction
techniques and safety matters also need to be considered as the
schedule is developed for your project. Cash М ow projections,
generated by proper scheduling techniques, are information
that you may need to provide proper planning. To accomplish
this, it is important to begin planning and scheduling even
during the design phase so construction methods, procedures,
material and equipment are considered and integrated into the
project at an early date.
Our scheduling is done through the use of a computer gener-
ated Gantt schedule. Even though we prepare the schedule, we
request and encourage input from the County and our subcon-
tractors. The schedule is presented to all bidders at the pre-bid
meeting so they are fully aware of their own schedule require-
ments prior to bidding. We invite input from the successful bid-
ders after the bid process, to assure further commitment.
Furthermore, subcontractors are interviewed prior to the award
of their contract, to ensure their understanding and acceptance
of the schedule. Once construction commences, the schedule
is discussed at each progress meeting. A two-week segmented
schedule is also provided at these meetings so each subcontrac-
tor is aware of their commitment for the upcoming period, as
well as the overall schedule commitment.
The schedule also includes Owner and Architect related activ-
ities and decision time frames, as well. In some instances, phas-
ing of the project is required to take advantage of weather, price
or material availability constraints, or to simply improve on
the overall construction schedule. We understand the impact
that construction progress has on productivity, costs and safe-
ty. Our scheduling approach to these often-uncertain environ-
mental factors provides the best method of project management
control.
Construction Delays are possible due to inclement weather,
material shortages, etc. In the event of construction delays, we
search for alternate activities that can be fast tracked to provide
eГ ciencies further along in the project to gain time. We also
instruct our subcontractors to add additional crews or work
longer hours to catch up if they fall behind. Most important
Location (Project Approach, Willingness to Meet Time & Budget Requirements) 52
4. Location (Project Approach, Willingness to Meet Time & Budget Requirements)
4a. Project Approach & Overview of Resources
to this situation, we identify milestone construction tasks and
plan for alternate options in the case that the task doesn’t pro-
ceed as planned, the team is aware of what steps to take and re-
ducing down time as much as possible. We also make sure that
the cause of delays are communicated to all involved parties so
they know not just that the project is delayed, but why it is and
how we intend to Й x it.
Quality Control (Design & Construction)
We achieve and maintain a high quality standard by using a
Quality Management System throughout design and construc-
tion. Routine business planning and clearly setting strategies,
goals and objectives that are communicated and assigned for ac-
tion by the project team. Trade contractors attend pre-bid and
post-bid meetings to detail each part of the project, require that
the schedule and guidelines are met, and maintain the quality
standards of the project.
Regular progress meetings are held with the Team to specify
progress on the project and areas that need attention. Site in-
spections occur daily by our Superintendents and we require all
of our Subcontractors to inspect and verify all material deliver-
ies to enforce quality standards.
Safety Program
Owen-Ames-Kimball Company is dedicated to the safety and
security of all visitors and workers on the site. At all of our
weekly progress meetings throughout the duration of the proj-
ect, safety is the Й rst item of discussion. Owen-Ames-Kimball
Co. has an excellent safety record. Our safety program was rec-
ognized by the Associated Builders and Contractors (ABC) As-
sociation with the Safety Star Award, the highest safety award a
contractor can receive. We have had ZERO OSHA Safety Vio-
lations and no lost work day accidents in the last Й ve years.
Closeout Phase
We feel the closeout phase is very important for leaving the
County feeling comfortable and satisЙ ed that we provided
them with a complete, successful project, that exceeds all ex-
pectations.
Location (Project Approach, Willingness to Meet Time & Budget Requirements) 53
4. Location (Project Approach, Willingness to Meet Time & Budget Requirements)
4b. Coordination and Construction
Owen-Ames-Kimball Company’s (O-A-K) role as your
construction manager is to cooperatively function as part of
the project team with Collier County and to provide premium
quality, cost-eА ective construction management services on the
new Main Campus Upgrades (MCU), bringing the project to
a close on time, within budget and fully coordinated. Those
construction services will include:
• Design Collaboration
• Scheduling
• Estimating
• Value Engineering
• Bidding
• Permitting
• Contracting
• Construction Supervision/Coordination
• QC/QA
• Safety Program
• Close-Out
• Warranty Coordination
Construction Administration and Method of Interface
with Subcontractors
Our team utilizes Procore, a secure password protected web
based cloud, that we use to share information, design options,
cost solutions, and delivery time frames to ensure that the
overall project is delivered in the best possible time frame and
for the least overall cost. Procore is a great solution for project
management without having to download a new program to
your system and can be accessed from any device with internet
access. We have the ability to allow internet Й le sharing with
certain levels of privacy restrictions to trade contractors that
become part of the team after bidding. We take detailed notes
throughout design and construction and communicate dates
and responsibilities clearly to all eА ected team members.
During the design/pre-construction phase, our staА has con-
stant communication with the design team while preparing the
budget estimates. We recommend regularly scheduled (week-
ly) team meetings with your staА , the architect and the O-A-K
team, at which time the components of the project are present-
ed, discussed and decisions reached.
Selection of Sub-Contractors
As the documents are developed, we assign all components of
the project to detailed trade packages to be issued during the
bid period. The trade packages are fully developed along the
Construction SpeciЙ cations Institute (CSI) codes and give the
contractors detailed information regarding their scope of work
and allows us to input any County and O-A-K protocols we
expect all subcontractors to abide by. These trade packages are
also discussed during the pre-award meetings.
Our process of continual communication through the bid and
award phases assures a project understanding, thereby assuring
success. We conduct a bid opening with a County representa-
tive present, and then review and qualify all of the bids. From
there we will create a bid tabulation and list our low/recom-
mended bidders. While we always try to use the low bidder for
each trade, should O-A-K recommend the later we will always
provide an explanation which is contingent on the Counties
approval.
O-A-K has deep roots in the local economy and marketplace.
We have a database of over 4,000 local sub-contractors, many
of whom we utilize and hire on a regular basis. We know which
subcontractors will be up for the task, and if any new bidders,
our expertise allows us to vet them properly to ensure they can
handle a project of this extent to the level of standards that the
District and O-A-K would expect.
As a local contractor, we appreciate the importance that the
County gives in promoting the local business preference. Our
team has and will always will seek out and employee local busi-
nesses when possible. Generally we get better pricing from the
local sub-contractors and we have exceptional relationships
with most all of them.
We advertise in all the local newspapers, online websites (i.e.
dodge report, construction journal) and through email to all
the sub-contractors in our database. We also seek out by calling
and/or meeting with local DBE / MBE Й rms to ensure they are
aware of the project and aА ord them the opportunity to par-
ticipate.
Advocacy
Before we address our services for each of the individual phases,
we would like to emphasize that O-A-K is Й rst and foremost an
advocate for Collier County Government. As an extension of
your staА , we realize the importance of teamwork throughout
every phase of the project. We value constant communication
with the Counties team members and know that in order to
exceed your expectations, we must facilitate open and candid
dialogue at all times.
Minimizing Disruption to your Operations
Our number one goal is to exceed your expectations. One of
the best ways to do this is to focus on ensuring zero disruptions
to the surrounding neighborhood and to manage every aspect
of the project - from Pre-Construction through Post-Construc-
tion.
Location (Project Approach, Willingness to Meet Time & Budget Requirements) 54
4. Location (Project Approach, Willingness to Meet Time & Budget Requirements)
4b. Coordination and Construction
Buying Within the Marketplace at the Best Possible
Price
This is a key ingredient in cost control. O-A-K takes speciЙ c ac-
tions to position the project within the marketplace as one high-
ly desirable to prospective bidders.
Communications to prospective bidders are clear and com-
pletely present the conditions under which the project has been
organized and the project will be built. Each O-A-K project is
publicized comprehensively and in a positive light so prospec-
tive bidders want to be successful.
Project information is clearly compiled and released to indus-
try information sources such as Dodge, Construction Data
Reports, and building industry associations. Plans are made
available to bidders online, mailing them a thumb drive or in
our oГ ce plans room. In the instance of bidders from out of
the area, overnight mail is made readily available through our
oГ ce. Questions during bidding are encouraged and our Й rm
acts as an information pipeline between the Design Team and
prospective bidders. The object of these combined actions is to
get the most information possible to all prospective bidders and
make documents readily available to the marketplace.
Value Engineering During Systems Selection and
Construction
As is typical to most value engineering eА orts, systems identiЙ ed
for consideration for the project by the design team are evaluat-
ed from the perspective of O-A-K as to cost and viability within
the local construction marketplace. A second value engineering
method, often overlooked by many other construction Й rms,
is used successfully by Owen-Ames-Kimball. Subsequent to
receipt of trade bids from contractors, the Company conducts
pre-award conferences with the apparent low bidder to ensure
completeness of the proposal and ability to perform. At these
pre-award conferences a clear and concise format for introduc-
tion of value engineering suggestions by trade contractors is re-
viewed.
Best Management Practices During the Construction
Process
This is standard procedure at Owen-Ames-Kimball Company.
We believe that our Й rm carries the Й nest reputation for sound,
eГ cient, and fair management. When the price of the project
is established—through trade contractor bidding—our rep-
utation is a key ingredient in cost control of the end product.
During construction, the high regard our Company carries to
the marketplace extends to the project in terms of reasonable
change order pricing when necessary and absence of claims for
unjustiЙ ed cost increases.
Location (Project Approach, Willingness to Meet Time & Budget Requirements) 55
4. Location (Project Approach, Willingness to Meet Time & Budget Requirements)
4c. Subcontractor Management Plan
Owen-Ames-Kimball Company has a strong presence in this area since 1982, building a reliable sub-contractor base that performs
well for our clients - we only work with subcontractors that continue to prove their value. This is in part due to open-bidding
projects. We complement open bidding with a strong pre-award process that eliminates weak players from consideration, Й elding a
strong team at the right price. We pay our bills on the 15th of each month whether we are funded or not, results in subcontractors
oА ering our Й rm preferred pricing. Due to the strength of our bonding underwriting, we do not require bonding of subs. This
avoids the cost of “bond on bond” that others require of the owner. We are proud to say that subcontractors seek out our work
because of our fair and equitable practices. We continually seek out new subcontractors through the advertisement of the project
in local news-papers, trade websites, Dodge report and through our local Building Industry Associations. We also attend and
participate in tradeshows promoting our jobs and opportunities. We have a database of just over 2,900 local and specialized sub-
contractors who regularly bid our work. We will provide a list of project subcontractors selected by O-A-K through the bidding
process at the establishment of a Guaranteed Maximum Price (GMP) for its review. We will at that time be able to provide Collier
County with all subcontractors business information.
The complexities of this project and the varying use types will require an experienced construction partner with a track record of
on-time and on-budget completion. Our proposed construction management team brings a great deal of expertise with:
Similar Chiller Plant with Thermal Energy Storage Tank Experience - Our team brings you this experience.
Phased Construction - maintaining a clean, safe and secure job site is paramount on all construction jobs. With phased projects
in close proximity to one another it’s of utmost importance to ensure construction noise and dust is also kept at a minimum. Our
construction delivery schedules will be highly coordinated, tire washing stations will be used to ensure clean roadways and clear
directional signage will be used to guide our fellow neighbors and guests.
Sensitivity considerations - Highly secure spaces with contamination concerns, low М ow air components, building
systems reliability considerations, temperature control / sensitivity, humidity and de-humidiЙ cation, acoustics and vibration
components, waste disposal systems, HEPA Й lters, etc.
High-proЙ le projects exceeding $15 million - Projects within Southwest Florida involving numerous stakeholders, media
attention, coordination with several authorities, etc.
The following page will provide you with a small sampling of local subcontractors
that we work with on a daily basis and on other similar, specialized, projects.
Jan Conrad, VP of Accounting, speaks about our Direct Material Purchase program
with selected subcontractors at a kick-off meeting for an upcoming project.
Our Project Managers, pictured above is Steve Richards, meet with subcontractors onsite a
couple weeks before bid opening to answer questions and get them excited about the project.
Location (Project Approach, Willingness to Meet Time & Budget Requirements) 56
4. Location (Project Approach, Willingness to Meet Time & Budget Requirements)
4c. Subcontractor Management Plan
Below are subcontractors that we work with on a daily basis and each are very capable of providing exceptional service given the size
and complexity of this particular project. As you can see we have worked with each of the Й rms listed below for many years so we
know their capabilities well. Total # of Yrs O-A-K has worked with each Й rm is found within the (parentheses).
Concrete & Masonry Structural Steel Glass Glazing
Commercial Concrete Systems (9 yrs)
Cougar Cutting (24 yrs)
Ogden Brothers (15 yrs)
Naples Concrete & Masonry (33 yrs)
West Coast Structural (22 yrs)
Cougar Cutting (24 yrs)
Ogden Brothers (15 yrs)
Suncoast Industries of FL
AcuА Quality Glass (8 yrs)
Gatewood Glass (7 yrs)
Precision Glass Solutions (4 yrs)
Safezone, LLC (14 yrs)
Sitework Mechanical Plumbing
Bonness, Inc. (39 yrs) *
Caloosa Site Development (16 yrs)
Clary’s Site work & Dev (32 yrs)
Pavement Maintenance (PMI) (8 yrs)
Stevens & Layton (38 yrs)
B & I Contractors (38 yrs)
Lead Mechanical (6 yrs)
Page Mechanical Group (18 yrs)
United Mechanical (33 yrs)
Wentco (36 yrs)
Acres & Sons (31 yrs)
B & I Contractors (38 yrs)
Commercial Plumbing Solutions (9 yrs)
Premier Plumbing of SWFL (15 yrs)
United Mechanical (33 yrs)
Security / CCTV / Door Access Casework Fencing
All Digital Technology (19 yrs)
Gulf Coast Fire & Security (17 yrs)
Fiber Solutions (10 yrs)
I2 Solutions (7 yrs)
Securitas (5 yrs)
Adams Group (23 yrs)
Hamilton Laboratory Solutions
Kewannee ScientiЙ c (38 yrs)
Nycom (11 yrs)
Per Mar, LTD
Carter Fence Company (27 yrs)
Century Fence Company (38 yrs)
Smith Industries (38 yrs)
Tropical Fence
Fire Suppression Systems Flooring Commissioning
Bink, Inc. (17 yrs)
CT Fire Protection (20 yrs)
Flagship Fire (18 yrs)
Total Fire Protection (5 yrs)
Acousti Engineering (38 yrs)
Bolcor Commercial Flooring (13 yrs)
Bonitz Flooring Group (11 yrs)
Wallpaper World (26 yrs)
Wayne Wiles (35 yrs)
Boyd Brothers (38 yrs)
Electronic System Services (19 yrs)
Quality Systems and Technology (22 yrs)
Drywall / Metal Stud / Stucco Electrical Overhead Doors
Ford Drywall (13 yrs)
Lee Drywall (29 yrs)
Wall Systems (37 yrs)
B & I Contractors (38 yrs)
Excel Electric (28 yrs) *
Titan Electric (6 yrs)
Total Electric (16 yrs)
Wentco (36 yrs)
Action Automatic (24 yrs)
Garage Doors by Roy North (38 yrs)
Garage Doors of Naples (27 yrs)
Overhead Door (38)
Painting / Waterproofi ng Roofi ng
Jamestown (19 yrs)
Service Contracting Solutions (35 yrs)
Steve’s Painting (21 yrs)
Advanced RooЙ ng (28 yrs)
CFS RooЙ ng (11 yrs)
Target RooЙ ng & Sheet Metal (5 yrs)
Thermal Storage Tanks
CROM (9 yrs)
DN Tanks
PaciЙ c Tank
Location (Project Approach, Willingness to Meet Time & Budget Requirements) – Schedule 57
Location (Project Approach, Willingness to Meet Time & Budget Requirements) 58
4. Location (Project Approach, Willingness to Meet Time & Budget Requirements)
4e. Cost Management
Budget Feasibility
Our preliminary assessment of the $16.0M for the project
budget is that it is feasible. Our initial cost modeling was
completed without detailed scope knowledge but with a good
sense of the existing conditions and taking into consideration
the Counties needs and requirements for this project. We’ve also
identiЙ ed the following project speciЙ c key items:
• Getting up to speed quickly – O-A-K will engage all
of our in-house resources to develop a basis and initial
estimate as soon as we’re given notice of intent from Collier
County. We anticipate this process taking two – three weeks
depending on level of detail currently available.
• Fixed cost – Estimating accuracy remains paramount to
determine if design Й ts within the Й xed cost set for this
project. We recognize that this Й xed budget cannot be
exceeded and view this similarly to our other public clients.
On over a billion dollars of recent work, we have never
exceeded the available funds or asked a client for general
fund money to complete a project.
Value Engineering
Our process during value engineering is to function as the
initial “clearing house” for any ideas we develop or which the
design / owner team wishes we consider. We’ll maintain a
value engineering log detailing the idea, budget and schedule
considerations, and the outcome of the analysis (accepted,
rejected, on-hold). If a project is tracking over budget during
a design review, we’ll aggressively generate options to achieve
the budget. We strive to maintain design intent – prioritizing
ideas that do not aА ect the overall design intent aesthetics, and
function of the building. Ultimately, we analyze the impact of
value engineering ideas, but the decision lies with the owner
and designer for acceptance. On a recent $30 million project in
Grand Rapids, we developed over 250 value engineering ideas,
saving over $4 million, while maintaining the form of the design
and full function of the building space.
Cost Control Methods
• Bid Category Descriptions – The speciЙ cations and
instructions we provide to bidding trade contractors
precisely deЙ ne the pricing parameters. This protects the
owner from any unexpected costs.
• Pre-Established Unit Costs - At the start of a project,
we carefully deЙ ne, by trade, all necessary materials. We
establish unit costs for each trade, which creates accurate
budgets. Should there be change orders, the pricing is
clearly deЙ ned and everyone knows what to expect.
• Pre-Bid Meetings – All bidding trade contractors are
required to attend our mandatory pre-bid meetings. They
also receive scope letters. This comprehensive introduction
to the scope of the project ensures that subcontractor
estimates are well informed and accurate.
• Trade Contractor Cost Control – By taking a proactive
approach to all phases of construction, O-A-K is able to
prevent unexpected costs and unwarranted claims. We
thoroughly and accurately evaluate costs up front and then
measure performance each step of the way to ensure that
trade contractors are performing as projected.
Accuracy
The importance of accuracy with a project of this size and
complexity cannot be overstated. Our job as your Construction
Manager is to provide a comprehensive, accurate plan for every
piece of the moving puzzle - and then execute that plan. Our
results-driven approach includes:
• Accurate Budgets – We hold a goal of +/- 2% variance
from Й nal estimate to actual bid results, which we have
consistently met on the vast majority of our projects (see
variance graph on the following page);
• Thorough Constructibility Review – We engage
experienced Й eld and management personnel to analyze
drawings and make sure the plan put in place is eГ cient
and constructible when it comes time to build.
• Detailed Accounting Process – Our accounting
process is both thorough and transparent. We compile all
required paperwork, track on-time payments, and ensure
that trade contractors are only paid for the amount of
work completed each month.
• On-Time Completion – We establish and then closely
monitor every detail of the schedule to ensure on-time
completion. Our track record of accurate scheduling is
unsurpassed.
Location (Project Approach, Willingness to Meet Time & Budget Requirements) 59
4. Location (Project Approach, Willingness to Meet Time & Budget Requirements)
4e. Cost Management
As stated previously, our ultimate goal in budgeting is accuracy.
The construction budgets we will prepare for Collier County
will include line item costs for every detail of the work, organized
by individual trades. Additionally, each updated budget will
include a variance summary sheet, allowing you to quickly see
the impact the evolving design has had on each component of
project costs. Understanding and communicating where the
budget may go oА track is the key to controlling costs during
Pre-Construction.
During Pre-construction we begin with the type and square
footage of the project and apply historical costing information
from like projects updated to the current economic climate to
determine rough budget and feasibility. If not already set by
owner, we work with them and architect to develop or conЙ rm
the original budget.
At 50% design we start to develop unit costing, breaking down
the project into the various pieces and parts in order to determine
any anomalies that will cause the project cost to increase beyond
the expectations previously established. This budget update
gives guidance to the design team as to what items are tracking
or not toward the ultimate goals set by the owner.
At 95% design we check the unit costing against current historical
data and previous budgets. We also review for constructibility
and conformance to construction schedule.
We publish Construction schedule and developed trade
packages along with all construction documents with extensive
advertising to the trade market.
As trade bids are received, our estimators and project manager
conЙ rm scope and services from each of the potential
subcontractor to insure true price comparisons.
After the GMP is established with the owner, we go to work
with all the apparent low responsive bidders, we schedule and
conduct pre-award meeting with each. In those meetings our
Й eld staА is present with the architect, appropriate engineer, and
owner (if they chose) to conЙ rm cost, scope, service, schedule,
and the full understanding of expectations prior to issuing our
purchase order.
During the project should changes be desired we work with
various subcontractors to prepare complete and fair pricing
with a complete detailed break down. We cross check with our
historical data to insure pricing is in line with industry standards.
Three project examples of cost control are detailed on the
next page.
1. FGCU SUGDEN RESORT AND HOSPITALITY
MANAGEMENT BUILDING
This project was funded in tiers, so O-A-K controlled costs
by Looking at the budget available, running numbers on the
project and making changes to the schedule and budget so that
the project could go forward as monies were available. This
allowed the project to be completed on time and on budget.
2. FGCU LUTGERT HALL
During the 50% costing review, O-A-K recommended the de-
letion of Alucobond metal panels which decreased the overall
budget by $251,000.
At the constructibility review, O-A-K recommended deleting
the architectural pre-cast panels and the substitution of pre-cast
cladding. This change was cost eА ective and enabled the project
schedule to be maintained and resulted in a savings of $100,000.
O-A-K value engineered the exterior column Й nishes from Swiss
Pearl panels to stucco/paint resulting in a savings of approxi-
mately $400,000. The resulting Й nishes were easier to maintain
and quality and appearance were not sacriЙ ced.
O-A-K value engineered the electrical lighting package resulting
in cost savings of $100,000 with no discernible impact on qual-
ity or appearance.
Sugden Resort and Hospitality Management Building at FGCU
Lutgert College of Business at FGCU
Location (Project Approach, Willingness to Meet Time & Budget Requirements) 60
4. Location (Project Approach, Willingness to Meet Time & Budget Requirements)
4e. Cost Management
3. LORENZO WALKER SCHOOL
During construction Owen-Ames-Kimball utilized a number of
cost saving opportunities. One in particular was the replacement
of the chiller plant where we Й rst constructed a new chiller plant
while keeping the existing plant up in operation. When it came
time to start up the new chiller plant we did this over a weekend
to ensure no disruption to the students and faculty. Another
cost savings was the placement of students in temporary existing
onsite classrooms. This saved the project money and allowed
the students to stay on campus without having to relocate to
another temporary location during the construction of their
new school.
With Chillers and Thermal Storage Water Tanks are estimates
are very accurate. We are able to quickly determine the length
of pipes, size of the storage tank needed, etc. and can provide
the County with real time numbers based on projects we just
recently completed. See Table Below for Change Order History
on our recent similar projects:
Change Order Negotiation
Our Й rst step when handling a change order is to establish if
the change order is indeed warranted. If the change order
is warranted, we analyze the pricing submitted by the sub-
contractor to assure that it is accurately priced. After we
determine that the pricing is fair, we submit it for your approval.
We understand that once the GMP has been determined, any
changes to the plans or direction from the County are to Й rst
be handled by the project contingency. We continuously track
the funds available in contingency and try and anticipate added
costs throughout the project so we can ensure the budget and
GMP is held do. Any contingency adjustments are treated the
same as COs and are always submitted with extensive backup
and are reviewed by O-A-K in full before they are submitted to
the Design team. We will do everything we can to eliminate any
and all Change Orders.
Lorenzo Walker School
Location (Project Approach, Willingness to Meet Time & Budget Requirements) 61
4. Location (Project Approach, Willingness to Meet Time & Budget Requirements)
4e. Cost Management
Our team has spent a signiЙ cant amount of time on the Collier County Government Site. We have identiЙ ed
potential pipe runs and noted existing utilities within the project area. See map below. Our suggested pipe
runs and locations are identiЙ ed in Yellow on the map.
Provide a sequential transition plan – existing facil-
ities and operations to new facilities and operations
1. Build the entire new CEP and TES with the existing
CEP remaining in operation
2. Concurrent with the construction of the new CEP, in-
stall all new CHW piping throughout the campus up to
each building
3. Tie CHW Piping into each new building
a. Install new valve box outside at each new building at
existing CHW pipe location
b. At a time when it is convenient to the building oc-
cupants (overnight, weekend, holiday, etc.), close the
CHW valves at the building
c. Outside of the building, use a temporary “Line Stop”
to stop the М ow of CHW through the new valve box
d. Cut in a new “T” into each CHW line.
e. Install a new valve on each side of the new “T.”
f. Remove Line Stop in the existing CHW piping and
open the valves inside the building to resume CHW
М ow to the building through the existing CHW piping
g. Tie in new CHW piping to the new “T.”
4. After all CHW piping has been tied into each building,
and the new CEP is operational, open the new valves at the “T” outside each building, and close the new valve in the
existing CHW piping to allow the new CHW piping to new feed into each building.
5. At the location in the “T” where the existing piping was tied into the “T,” remove the existing piping and install a blind
М ange, which will give Collier County the ability to connect a temporary chiller into each building, should the need ever
arise
6. After all of the above has happened, with the campus completely running on the new CEP and the new CHW piping,
the existing CEP can be de-commissioned.
The above also describes how we plan to give Collier County Government continuous, uninterrupted operations.
Provide management of traГ c plan for vehicular and pedestrian traГ c on campus
Fortunately, the new CHW routing is being pretty thoroughly planned out to avoid existing utilities and to avoid high
traГ c areas as much as possible. Much of the new routing is running through grassy areas, which will make the installa-
tion less intrusive to both pedestrian and vehicular traГ c.
There are, however, quite a few areas where running through parking lots, roads, and sidewalks is unavoidable. In those
areas, we will:
Location (Project Approach, Willingness to Meet Time & Budget Requirements) 62
1. Coordinate extra closely with CC Gov.
2. Develop potential MOT plans far in advance, review those potential MOT plans with CC Gov. and make any ad-
justments necessary. The Й nalized MOT plans can then be distributed to any CC Gov. employees deemed necessary.
Pedestrian safety must always be the number one priority.
In order to ensure pedestrians are always safe, we will:
1. Provide ample wayЙ nding signage
2. Install temporary sidewalks and crosswalks as necessary
3. Temporarily fence or barricade all work areas
4. Keep all areas of the campus clean at all times
5. There are several areas where the new CHW piping will need to cross under sidewalks where the best course of action would
be to jack and bore the CHW piping under the sidewalks allowing them to remain open at all times.
Vehicular traГ c М ow is also going to be challenging at times. We know the importance of keeping the roads open at all times. There
are areas where the new CHW piping will need to cross busy roads on campus. In those areas, we can do a few things to reduce or
eliminate downtime.
1. Jack and Bore the new CHW piping under the roads. (This may not be possible in all areas because of space constraints or
existing utilities in the area)
2. Where Jack and Bore is not freezable, and road closures must happen, we will perform road crossings during oА peak times
such as nights, weekends, or holidays.
There are also areas where the new CHW piping will need to be installed through existing parking areas. We understand that
parking comes at a premium, and it will be very inconvenient to have any parking areas closed. To reduce or eliminate any incon-
venience, we will:
1. Closely coordinate with CC Gov. to provide ample notice to employees that park in aА ected areas
2. Provide ample wayЙ nding signage
3. Temporarily fence or barricade all work areas
4. Keep all areas of the campus clean at all times
5. Work as eГ ciently as possible to reduce the amount of time the parking areas are not useable
Provide a coordinated staging plan for construction operations
We will need one central staging area for the project’s duration, and, as we are installing CHW
piping throughout the campus, we will need smaller staging areas for shorter periods. All of
these staging areas will be closely coordinated with CC Gov.
We believe the central staging area will be in the area around the new CEP and TES.
We also suggest that the highlighted areas shown here could work well for the smaller staging
areas we will need for shorter periods when installing the new CHW. Of course, these staging
areas are mere suggestions, and we will work closely with CC Gov to Й nalize any staging area.
4. Location (Project Approach, Willingness to Meet Time & Budget Requirements)
4e. Cost Management
SCAN ME with your
phone’s camera to watch a
short video of your project.
EVALUATION CRITERIA NO. 5:
RECENT, CURRENT AND
PROJECTED WORKLOADS
OF THE FIRM
Recent, Current and Projected Workloads of the Firm 64
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
This CMAR for for the Main Campus Upgrade at the Collier County Government Center comes at an ideal time and our
team is available and excited to partner with you. We are currently Й nishing a number of projects, which allows us to start
the estimating and planning for this project immediately. In addition to the team we presented, the project is supported by our
accounting department and our clerical staА . This represents roughly 10% of our staА . We have a lighter work load than we usually
have so we can commit our resources to your projects immediately.
Team’s Monthly Man Hours Available
Man Hours
Per Month
15200
14400
13600
12800
12000
11200
10400
9600
8800
8000
7200
6400
5600
4800
4000
3200
2400
1600
800
0
05/21 06/21 07/21 08/21 09/21 10/21 11/21 12/21 01/22 02/22 03/22 04/22 05/22 06/22 07/22
Available Man Hours Potential Workload From Other Projects Current Project Workload
Recent, Current and Projected Workloads of the Firm 65
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 66
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 67
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 68
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 69
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 70
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 71
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 72
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 73
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 74
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 75
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 76
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 77
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 78
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 79
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 80
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 81
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 82
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 83
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 84
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 85
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 86
5. Recent, Current and Projected Workloads of the Firm
5a. Team Availability
Recent, Current and Projected Workloads of the Firm 87
5. Recent, Current and Projected Workloads of the Firm
5b. Projected Workloads
FGCU Center for Entrepreneurship and Innovation
Aerial taken 04/14/2021
Lovers Key Visitors Center - Completed
Photo taken 03/31/2021
Family Health Centers - Summerlin Ridge
Aerial taken 04/14/2021
EVALUATION CRITERIA NO. 6:
FINANCIAL STRENGTH AND
LIABILITIES OF THE FIRM
Financial Strength and Liabilities of the Firm 89
6. Financial Strength and Liabilities of the Firm
6a. Financial Statements
11941 FAIRWAY LAKES DRIVE
FORT MYERS, FL 33913-8338
Current Principal Place of Business:
Current Mailing Address:
11941 FAIRWAY LAKES DRIVE
FORT MYERS, FL 33913-8338 US
Entity Name:O-A-K/FLORIDA, INC.
DOCUMENT# F74005
FEI Number: 59-2190605 Certificate of Status Desired:
Name and Address of Current Registered Agent:
ZWACK, MATTHEW J
11941 FAIRWAY LAKES DRIVE
FORT MYERS, FL 33913-8338 US
The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE:
Electronic Signature of Registered Agent Date
Officer/Director Detail :
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under
oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 607, Florida Statutes; and that my name appears
above, or on an attachment with all other like empowered.
SIGNATURE:
Electronic Signature of Signing Officer/Director Detail Date
MATTHEW ZWACK
FILED
Jan 06, 2021
Secretary of State
9686624357CC
JAN CONRAD VICE PRESIDENT
01/06/2021
2021 FLORIDA PROFIT CORPORATION ANNUAL REPORT
Yes
01/06/2021
Title T
Name LABARGE, JOHN
Address 7264 TORY DR
City-State-Zip:HUDSONVILLE MI 49426
Title VP, SECRETARY
Name CONRAD, JAN C
Address 6231 ASTORIA AVE.
City-State-Zip:FORT MYERS FL 33905
Title PRESIDENT
Name ZWACK, MATTHEW J
Address 3771 15TH AVE. SW
City-State-Zip:NAPLES FL 34117
Title DV
Name FRANK, STANEK J
Address 4676 WALKER RIDGE RD.
City-State-Zip:KALAMAZOO MI 49009-7024
Title VP
Name NATALI, ABEL
Address 12615 ASTOR PLACE
City-State-Zip:FORT MYERS FL 33913
O-A-K/Florida, Inc. is in good standings with the IRS and the
Florida Division of Corporations.
Please Й nd under separate cover ConЙ dential Audited Financial Statements for the most recent three (3) years, including
income statement, balance sheet, statements of change in Й nancial position and notes to Й nancial statements. Also included is a
copy of our most current credit rating.
Owen-Ames-Kimball Co. has been in business as a continuing entity since 1891. It was established in 1891 as Hauser, Hayden, &
Owen. In 1900 the name was changed to Hauser, Owen, and Ames and in 1918 the name was changed to Owen-Ames-Kimball Co.
O-A-K/Florida, Inc. DBA Owen-Ames-Kimball Company was established on March 29, 1982 as O-A-K of America, Inc. In 1987
the name was changed to more accurately reМ ect the operations of the company. The name change entailed no change of ownership,
oГ cers, or licensure.
Financial Strength and Liabilities of the Firm 90
6. Financial Strength and Liabilities of the Firm
6b. Construction-related Litigation, Disputes, Contract Defaults and Liens
Our team is non-litigious. We don’t have any current litigation pending.
Owen-Ames-Kimbell Company retains the following attorney:
George H. Knott
Knott Ebelini Hart, Attorneys at Law
Mailing Address:
Post OГ ce Box 2449; Fort Myers, Florida 33902
Voice: (239) 334-2722
In the last nine years we have been mentioned in the following cases:
Lee County, Florida Civil Court Case No. 17-CA-2251 - Derek Egan v. O-A-K/Florida, Inc.
The plaintiА brought suit for a slip and fall accident he had while at his place of employment. He claims that immediately
following our subcontractors installation of new tile М oor that he slipped and fell. It turns out the plaintiА is a repeat slip and fall
victim.
Status: Owen-Ames-Kimball Company settled this case in December 2018.
Arbitration Requested - the Community School of Naples requested in July 2013 arbitration regarding their claim of
‘concealed site conditions’ from a project completed by O-A-K in 2006.
Opposing Party:
The Community School of Naples
13275 Livingston Rd., Naples, FL 34109
239-597-7575
Status: Owen-Ames-Kimball Company was dropped from this case in 2013.
Collier County, Florida Civil Court Case No. 11-CA-2063 – Seacrest School v Southeast Modular
Manufacturing South
Initiated June 2011. Seacrest Country School claims O-A-K is responsible for roof leaks in portable classroom units that
were not supplied by or installed by Owen-Ames-Kimball Company.
Opposing Party:
Seacrest County School
7100 Davis Blvd; Naples, FL 34104
239-793-1986
Status: Owen-Ames-Kimball Company was dropped from this case in June of 2013.
Owen-Ames-Kimball Company has NEVER failed to complete any awarded work.
Financial Strength and Liabilities of the Firm 91
6. Financial Strength and Liabilities of the Firm
6c. Bonding Capacity
VanWyk Risk & Financial Management
David Hop
President
E: davidh@vanwykcorp.com
150 Ottawa Ave NW, Suite 1000
Grand Rapids, MI 49503
P: (616) 726-1070
F: (616) 942-8199
Owen-Ames-Kimball Company’s strong Й nancial position, impressive staА or professionals, proven track record on large and
complex projects and strong support of repeat customers, this Й rm is able to obtain bonding support for single projects in excess
of $200,000,000 and aggregate work programs in excess of $400,000,000
CMAR RFP ATTACHMENTS
CMAR RFP Attachments 93
CMAR RFP Attachments
Attachment A – Required Forms | Vendor Check List
CMAR RFP Attachments 94
CMAR RFP Attachments
Attachment A – Required Forms | Acknowledged and Accepted
Both the RFP Instructions
Form and the Collier County
Purchase Order Terms and
Conditions have been
acknowledged and accepted
by Owen-Ames-Kimball Co.
CMAR RFP Attachments 95
CMAR RFP Attachments
Attachment A – Required Forms | Acknowledged and Accepted
CMAR RFP Attachments 96
CMAR RFP Attachments
Attachment A – Required Forms | Form 1: Vendor Declaration Statement
CMAR RFP Attachments 97
CMAR RFP Attachments
Attachment A – Required Forms | Form 1: Vendor Declaration Statement
CMAR RFP Attachments 98
CMAR RFP Attachments
Attachment A – Required Forms | Form 2: Confl ict of Interest Certifi cation
CMAR RFP Attachments 99
CMAR RFP Attachments
Attachment A – Required Forms | Proof of Status from Division of Corporation
CMAR RFP Attachments 100
CMAR RFP Attachments
Attachment A – Required Forms | Proof of Status from Division of Corporation
11941 FAIRWAY LAKES DRIVE
FORT MYERS, FL 33913-8338
Current Principal Place of Business:
Current Mailing Address:
11941 FAIRWAY LAKES DRIVE
FORT MYERS, FL 33913-8338 US
Entity Name:O-A-K/FLORIDA, INC.
DOCUMENT# F74005
FEI Number: 59-2190605 Certificate of Status Desired:
Name and Address of Current Registered Agent:
ZWACK, MATTHEW J
11941 FAIRWAY LAKES DRIVE
FORT MYERS, FL 33913-8338 US
The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE:
Electronic Signature of Registered Agent Date
Officer/Director Detail :
I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under
oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 607, Florida Statutes; and that my name appears
above, or on an attachment with all other like empowered.
SIGNATURE:
Electronic Signature of Signing Officer/Director Detail Date
MATTHEW ZWACK
FILED
Jan 06, 2021
Secretary of State
9686624357CC
JAN CONRAD VICE PRESIDENT
01/06/2021
2021 FLORIDA PROFIT CORPORATION ANNUAL REPORT
Yes
01/06/2021
Title T
Name LABARGE, JOHN
Address 7264 TORY DR
City-State-Zip: HUDSONVILLE MI 49426
Title VP, SECRETARY
Name CONRAD, JAN C
Address 6231 ASTORIA AVE.
City-State-Zip: FORT MYERS FL 33905
Title PRESIDENT
Name ZWACK, MATTHEW J
Address 3771 15TH AVE. SW
City-State-Zip: NAPLES FL 34117
Title DV
Name FRANK, STANEK J
Address 4676 WALKER RIDGE RD.
City-State-Zip: KALAMAZOO MI 49009-7024
Title VP
Name NATALI, ABEL
Address 12615 ASTOR PLACE
City-State-Zip: FORT MYERS FL 33913
CMAR RFP Attachments 101
CMAR RFP Attachments
Attachment A – Required Forms | Vendor MUST be enrolled in E-Verify
Verifi cation that Owen-Ames-Kimball Company has been
enrolled in E-Verify since May 12, 2010
CMAR RFP Attachments 102
CMAR RFP Attachments
Attachment A – Required Forms | Form 3: Immigration Affi davit Certifi cation
CMAR RFP Attachments 103
CMAR RFP Attachments
Attachment A – Required Forms | E-Verify Memorandum of Understanding
CMAR RFP Attachments 104
CMAR RFP Attachments
Attachment A – Required Forms | E-Verify Memorandum of Understanding
CMAR RFP Attachments 105
CMAR RFP Attachments
Attachment A – Required Forms | E-Verify Memorandum of Understanding
CMAR RFP Attachments 106
CMAR RFP Attachments
Attachment A – Required Forms | E-Verify Memorandum of Understanding
CMAR RFP Attachments 107
CMAR RFP Attachments
Attachment A – Required Forms | E-Verify Memorandum of Understanding
CMAR RFP Attachments 108
CMAR RFP Attachments
Attachment A – Required Forms | E-Verify Memorandum of Understanding
CMAR RFP Attachments 109
CMAR RFP Attachments
Attachment A – Required Forms | E-Verify Memorandum of Understanding
CMAR RFP Attachments 110
CMAR RFP Attachments
Attachment A – Required Forms | E-Verify Memorandum of Understanding
CMAR RFP Attachments 111
CMAR RFP Attachments
Attachment A – Required Forms | E-Verify Memorandum of Understanding
CMAR RFP Attachments 112
CMAR RFP Attachments
Attachment A – Required Forms | E-Verify Memorandum of Understanding
CMAR RFP Attachments 113
CMAR RFP Attachments
Attachment A – Required Forms | E-Verify Memorandum of Understanding
CMAR RFP Attachments 114
CMAR RFP Attachments
Attachment A – Required Forms | E-Verify Memorandum of Understanding
CMAR RFP Attachments 115
CMAR RFP Attachments
Attachment A – Required Forms | E-Verify Memorandum of Understanding
CMAR RFP Attachments 116
CMAR RFP Attachments
Attachment A – Required Forms | Form 4: Reference Questionnaires
We were able to obtain references for the following fi ve projects. You will fi nd them on the
pages referenced below:
CMAR RFP Attachments 117
CMAR RFP Attachments
Attachment A – Required Forms | Form 5: Grant Provisions and Assurances
Not Applicable
CMAR RFP Attachments 118
CMAR RFP Attachments
Attachment A – Required Forms | Vendor W-9 Form
CMAR RFP Attachments 119
CMAR RFP Attachments
Attachment A – Required Forms | Insurance Requirements
O-A-K’s current insurance certiЙ cate is provided below. Our $20 million umbrella policy “sits” on top of our general, automobile
and employers (part of workers compensation insurance) liability limits. The additional information requested about our
insurance company(s) is detailed in the right side bar.
Insurance Company Carrier(s):
Van Wyk Risk Solutions
Attn: Patti Zuk, Vice President
150 Ottawa Ave NW, Suite 1000
Grand Rapids, MI 49503
Direct: (616) 726-1063
pattiz@vanqykcorp.com
Insurance Companies Raties:
A.M. Best Ratings
National Union Fire Ins. Co.: A (XV)
New Hampshire Ins. Co.: A (XV)
Allied World Nat. Assurance Co.: A (XV)
Arch Speciality Ins. Co.: A+ (XV)
O-A-K/Florida, Inc.
acknowledges and is prepared
to produce the required insur-
ance certifi cate(s) within fi ve (5)
days of the County’s issuance of
a Notice of Recommend Award.
CMAR RFP Attachments 120
Owen-Ames-Kimball Company employs four Class “A” licensed General Contractors and one licensed Florida
Professional Engineers. The company operates under Matthew J. Zwack’s professional license.
General Contractors License Numbers are as follows:
Matthew J. Zwack - CGC1528725
Dave Dale - CGC060615, RooЙ ng License – CCC1325636
Kevin C. Shimp – CGC1515445
Abel Natali – CGC1519444
Florida Professional Engineers Licenses are as follows:
Kevin C. Shimp – 57594
CMAR RFP Attachments
Attachment A – Required Forms | Licenses and/or Certifi cations
CMAR RFP Attachments 121
In November 2020 Owen-Ames-Kimball Company moved from 5117 Castello Drive, Suite #2,
Naples, FL 34103 to our current and larger location at 5100 Tamiami Trail N, Suite 103, Naples, FL
34103.
CMAR RFP Attachments
Attachment A – Required Forms | Licenses and/or Certifi cations
CMAR RFP Attachments 122
CMAR RFP Attachments
Attachment A – Required Forms | All Addendas
CMAR RFP Attachments 123
CMAR RFP Attachments
Attachment A – Required Forms | All Addendas
CMAR RFP Attachments 124
CMAR RFP Attachments
Attachment A – Required Forms | All Addendas
CMAR RFP Attachments 125
CMAR RFP Attachments
Attachment B – Insurance Requirements
O-A-K’s current insurance certiЙ cate is provided below. Our $20 million umbrella policy “sits” on top of our general, automobile
and employers (part of workers compensation insurance) liability limits. The additional information requested about our
insurance company(s) is detailed in the right side bar.
Insurance Company Carrier(s):
Van Wyk Risk Solutions
Attn: Patti Zuk, Vice President
150 Ottawa Ave NW, Suite 1000
Grand Rapids, MI 49503
Direct: (616) 726-1063
pattiz@vanqykcorp.com
Insurance Companies Raties:
A.M. Best Ratings
National Union Fire Ins. Co.: A (XV)
New Hampshire Ins. Co.: A (XV)
Allied World Nat. Assurance Co.: A (XV)
Arch Speciality Ins. Co.: A+ (XV)
O-A-K/Florida, Inc.
acknowledges and is prepared
to produce the required insur-
ance certifi cate(s) within fi ve (5)
days of the County’s issuance of
a Notice of Recommend Award.
CMAR RFP Attachments 126
CMAR RFP Attachments
Attachment C – Location Map
CMAR RFP Attachments 127
CMAR RFP Attachments
Attachment D – Conceptual Plan
CMAR RFP Attachments 128
CMAR RFP Attachments
Attachment E – Conceptual Design and Construction Timeline
CMAR RFP Attachments 129
CMAR RFP Attachments
Attachment E – EHS Contractor Requirements
CMAR RFP Attachments 130
CMAR RFP Attachments
Attachment E – EHS Contractor Requirements
Solicitation No.: 21-7883-ST
Request for Proposals (RFP)
Construction Management-At-Risk (CMAR)
Main Campus Upgrades (MCU)
Underground Chilled Water Mains
New Chiller Plant Building K
Jail Generator and Platform
Collier County Board of County Commissioners
ATTN: Barbara Lance, Procurement Strategist
3295 Tamiami Trail East, Bldg. C-2
Naples, Florida 34112
Barbara.Lance@colliergov.net
239.252.8998
Due 3:00 PM, EST on May 03, 2021
A PARTNER YOU CAN TRUST.