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HomeMy WebLinkAboutContract #: 017767 - From: To: - Exception - ExceptionURBELIS & FIELDSTEEL, LLP 155 FEDERAL STREET BOSTON, MASSACHUSETTS 02110-1727 CAROL HADAR MCGRAVEY OF COUNSEL e-mail chm@uf-law.com January 31, 2012 Raymond Santilli Assistant Town Manager North Andover Town Offices 120 Main Street North Andover, MA 01845 RE: CONTRACT WITH KANG ASSOCIATES Dear Ray: Telephone 978-475-4552 Telephone 617-338-2200 Telecopier 617-338-0122 Enclosed please find the above -referenced contract, which has been approved as to form. Very truly yours, /arol Hajjar McGravey CHM/kmp Enclosure w:\wp5l\work\n-andove\corresp\santilli.ltr - wntmct64.docz B. Clark Taylor CERTIFIED PUBLIC ACCOUNTANT 321 BOSTON POST RD SUDBURY, MASSACHUSETTS 01776 TELEPHONE (978) 4434277 January 25, 2012 To Whom It May Concern: Please be advised that we have reviewed the Statement of Internal Accounting Controls prepared by Kang Associates. Inc. in connection with the above -captioned project. This statement is required under M.G.L. c.30 §39R. In our opinion, the representations of management are consistent with management's evaluation of the system of internal accounting controls. In addition, we believe that they are reasonable with respect to transactions and assets in the amount which would be material when measured in relation to the firm's financial statements. Yours truly, B Clark Taylor, CPA TOWN OF NORTH ANDOVER 120 MAIN STREET NORTH ANDOVER, MASSACHUSETTS 01845 Raymond T Santilli Assistant Town Manager Attorney Carol McGravey Urbelis & Fieldsteel, LLP 155 Federal Street Boston, MA 02110 Dear Ms. McGravey: January 10, 2012 TEL (978) 688-9516 FAX (978) 688-9556 Enclosed please find for your review and approval three (3) original Agreement for Design Services, with accompanying documentation, between the Town of North Andover and Kang Associates to develop a master plan for the Stevens Estate per the Request for Proposals issued on October 26, 2011. Thank you in advance for your attention to this matter. Sincerely, Raymond T. Santilli Assistant Town Manager Enclosures ,a►� © CERTIFICATE OF LIABILITY INSURANCE ATE (MM/DD/YYYY) D01/06/2012 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTNAME ROBERT P. BIXBY, CPCU (AIC No Ext): 401/949-2120 No): 401/949-5577 BIXBY INSURANCE AGENCY, INC. I ADDRESS: P.O. BOX 830 651 PUTNAM PIKE INSURER(S) AFFORDING COVERAGE NAIC # GREENVILLE, RI 02828 INSURER A. VALLEY FOGE INSURANCE COMPANY _ _ INSURED INSURER B: RLI INSURANCE COMPANY INSURER C: CONTINENTAL CASUALTY KANG ASSOCIATES, INC. INSURER D: 339 BOSTON POST ROAD INSURER E. SUDBURY, MA 01776 INSURER F: 1074045674 09/15/11 C_0VFROGFS CERTIFICATE NUMBER: 100148 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. I TSR ADDL TYPE OF INSURANCE NSR SUBR WVD POLICY EFF POLICY NUMBER MM/DD/YYYY POLICY EXP MM/DD/YYYY LIMITS A GENERAL LIABILITY X COMMERCIAL GENERAL LIABILITY I I EACH OCCURRENCE rDAMAGE TO RENTED PREMISES (Ea occurrence) $ 1,000,000 $ 300,000 MED EXP (Any one person) $ 10,000 CLAIMS -MADE X OCCUR 1074045674 09/15/11 09/15/12 PERSONAL & ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- LOC PRODUCTS - COMP/OP AGG $ 2,000,000 $ A AUTOMOBILE LIABILITY (Ea accident) IN LE LIMIT $ 1,000,000 BODILY INJURY (Per person) $ ANY AUTO j 4029395713 11/21/11 11/21/12 BODILY INJURY (Per accident) $ ALL OWNED X SCHEDULED AUTOS AUTOS X HIRED AUTOS X NON -OWNED TOS$ I I Perr acciident) AMAGE $ UMBRELLA LIAB HCLAIMS-MADE OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB DED RETENTION $ $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVEYI N/A 4029373842 09/21/11 09/21/12 X TORY LIMITS ER E. L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L. DISEASE - POLICY LIMIT $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below I B PROFESSIONAL LIABILITY P� � RDP0004255 6/12/11 6/12/12 $1,000,000 PER CLAIM/ AGGREGATE DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) FOR GENERAL LIABILITY ONLY, SUBJECT TO AND DEPENDENT UPON ENDORSEMENT SB300176-B20, ITEM 8 (ATTACHED), AND ONLY IF REQUIRED IN WRITTEN CONTRACT, THE TOWN OF NORTH ANDOVER IS NAMED AS AN ADDITIONAL INSURED. CERTIFICATE HOLDER UANctLLAIIUry TOWN OF NORTH ANDOVER 120 MAIN STREET NORTH ANDOVER, MA 01845 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. CORPORATION. All rights reserved. ACORD 25 (2010/05) The ACORD name and logo are fegistered marks of With respect to the insurance afforded, these additional insureds, the following additional exclusions apply: This insurance does not apply: 1. To any 'occurrence" which takes place after the equipment lease expires; or 2. To "bodily injury," "property damage" or "personal and advertising injury" arising out of the sole negligence of such additional insured. Any insurance provided to an additional insured designated under paragraphs A. through G. above does not apply to "bodily injury" or "property damage" included within the "products -completed operations hazard." 5. Fellow Employee First Aid Paragraph 2.a.(1)(d) of Section C. Who Is An Insured is deleted and replaced with the following: However none of these "employees" is an insured for: (d) "Bodily injury" or "personal and advertising injury" arising out of his or her providing or failing to provide professional health care services. However this restriction does not apply to first aid administered by an "employee" who is not an employed doctor or nurse. 6. Retired Partners, Members, Directors, and Employees Paragraph 2. of Section C. Who Is An Insured is amended to include the following as insureds: Individual persons who are retired partners, members, directors or employees are also insureds, but only for "bodily injury," "property damage," "personal and advertising injury" that results from services performed for you under your direct supervision. 7. Participation in Professional Joint Ventures A. The following paragraph 5. is added to Section C. Who Is An Insured: 5. You are also an insured for your participation in a past or present joint venture that is not named on the Declarations, but only if such joint venture meets all of the following criteria: a. Each and every one of your co -venturers are architectural, engineering or surveying firms; b. The joint venture has no direct employees; and c. The joint venture does not own, rent or lease any real or personal property. However, you are insured only for the conduct of your business within such a joint venture. SB -300176-B20 (Ed. 01/08) SB -300176-1320 (Ed. 01/08) You are not insured for liability arising out of the acts or omissions of other co -venturers, nor of their partners, members or employees. This insurance is excess over any other insurance available to such a joint venture, whether primary, excess, contingent, or on any other basis. B. The last paragraph of Section C. Who Is An Insured is deleted and replaced by the following: Except as provided in 5. above, no person or organization is an insured with respect to the conduct -of any current or past partnership, joint venture or limited liability company that is not shown as a Named Insured in the Declarations. Blanket Additional Insured with Products - Completed Operations Coverage and Blanket Waiver of Subrogation The following is added to Section C., - Who is an Insured: A. The Businessowners Liability Coverage form is amended to include as an insured, any person or organization whom you are required to add as an additional insured on this policy under a written contract or written agreement, but the written contract or written agreement must be: 1. Currently in effect or becoming effective during the term of this policy; and 2. Executed prior to the "bodily injury," "property damage," or "personal and advertising injury." B. The insurance provided to the additional insured is limited as follows: 1. That person or organization is an additional insured solely for liability due to your negligence specifically resulting from "your work" for the additional insured which is the subject of the written contract or written agreement. No coverage applies to liability resulting from the sole negligence of the additional insured. 2. The Limits of Insurance applicable to the additional insured are those specified in the written contract or written agreement or in the Declarations of this policy, whichever is less. These limits of Insurance are inclusive of, and not in addition to, the Limits of Insurance shown in the Declarations. 3. The coverage provided to the additional insured within this endorsement and section titled Liability and Medical Expenses Definitions — "Insured Contract" (Section F., item 9.), within the Businessowners Liability Coverage Form, does not apply to "bodily injury" or "property damage" arising out of the Page 3 of 11 "products -completed operations hazard" unless required by the written contract or written agreement. 4. The insurance provided to the additional insured does not apply to "bodily injury," "property damage," "personal and advertising injury" arising out of an architect's, engineer's, or surveyor's rendering of or failure to render any professional services, including: a. The preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications by any architect, engineer or surveyor performing services on a project of which you serve as a construction manager; or b. Inspection, supervision, quality control, engineering or architectural services done by you on a project of which you serve as construction manager. 5. This insurance does not apply to "bodily injury," "property damage," or "personal and advertising injury" arising out of: a. The construction or demolition work while you are acting as a construction or demolition contractor. This exclusion does not apply to work done for or by you at your premises. C. Businessowners General Liability Conditions — Duties in the Event of Occurrence, Offense, Claim or Suit (Section E.2.) of the Businessowners Liability Coverage Form is amended to add the following: An additional insured under this endorsement will as soon as practicable: 1. Give written notice of an occurrence or an offense to us which may result in a claim or "suit" under this insurance; 2. Tender the defense and indemnity of any claim or "suit" to us for a loss we cover under this Coverage Part; 3. Tender the defense and indemnity of any claim or "suit" to any other insurer which also has insurance for a loss we cover under this Coverage Part; and 4. Agree to make available any other insurance which the additional insured has for a loss we cover under this coverage part. We have no duty to defend or indemnify an additional insured under this endorsement until we receive written notice of a claim or "suit" from the additional insured. SB -300176-B20 (Ed. 01 /08) SB -300176-B20 (Ed. 01/08) D. Other Insurance (Section H.2. and H.3.) of the Businessowners Common Policy Conditions are deleted and replaced with the following: 2. This insurance is excess over any other insurance naming the additional insured as an insured whether primary, excess, contingent or on any other basis unless a written contract or written agreement specifically requires that this insurance be either primary or primary and noncontributing to the additional insured's own coverage. This insurance is excess over any other insurance to which the additional insured has been added as an additional insured by endorsement. 3. When this insurance is excess, we will have no duty under Coverages A or B to defend the additional insured against any "suit" if any other insurer has a duty to defend the additional insured against that "suit" if no other insurer defends, we will undertake to do so, but we will be entitled to the additional insured's rights against all those other insurers. When this insurance is excess over other insurance, we will pay only our share of the amount of the loss, if any, that exceeds the sum of: (a) The total amount that all such other insurance would pay for the loss in the absence of this insurance; and (b) The total of all deductible and self-insured amounts under all that other insurance. We will share the remaining loss, if any, with any other insurance that is not described in this Excess Insurance provision and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. E. Transfer of Rights of Recovery Against Others To Us (Section K.2.) of the Businessowners Common Policy Conditions is deleted and replaced with the following: 2. We waive any right of recovery we may have against any person or organization against whom you have agreed to waive such right of recovery in a written contract or agreement because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a contract with that person or organization and included within the "products -completed operations hazard." 9. Amendment- Aggregate Limits of Insurance (Per Project) Page 4 of 11 Raymond T Santilli Assistant Town Manager Mr. Kaffee Kang Kang Associates 339 Boston Post Road Sudbury, MA 01776 Dear Ms. Kang: TOWN OF NORTH ANDOVER 120 MAIN STREET NORTH ANDOVER, MASSACHUSETTS 01845 � NORTry 1 O 4P0 F �AAilO �PP,`'ty 9S$ACHUSE January 3, 2012 TEL (978) 688-9516 FAX (978) 688-9556 The Town of North Andover has decided to award a design contract to Kang Associates to develop a master plan for the Stevens Estate in accordance with the Request for Qualifications issued on October 26, 2011. Enclosed please find three (3) original standard Town of North Andover Agreement for Design Services for appropriate review and signature. Please return the signed agreement documents and all required accompanying paperwork to my attention as soon as possible. Please ensure that all insurance certificates list the Town of North Andover as an "additional insured". If you have any questions and/or concerns, please call me. Sincerely, Raymond T. Santilli Assistant Town Manager Enclosures PROPOSED SCHEDULE Week Activities Monthly Invoice 1 Meet to discuss project and goals. Review existing available documentation. Discuss and review project schedule. 2 Visit building with engineers. Take field measurements, as required. Meet with maintenance staff. 3 Develop base CADD drawings. 4 Develop recommended scope of repairs and improvements. 30% complete Conduct code analysis. 5 Meet to discuss recommended repairs and improvements. Discuss alternates and bidding strategies. 6 Secure approval from historical commission. 7 Prepare outline specifications. Prepare documents for cost estimator. Revise and further refine scope of work. 8&9 Prepare cost estimate. 75% complete Prepare written report. 10 Meet to discuss cost estimate. 11 Submit draft report for review. 12 Issue final report. 100% complete FEE PROPOSAL For services as described in the Request for Qualifications and in our non -price submission for the Stevens Estate - Facilities Master Plan, we propose a fee of $27,900.00, subject to negotiations. The fee was developed using our standard hourly rates: Principal: $180/hour Registered Architect: $120/hour Architectural Professional: $100/hour Submitted by, Kaffee Kang, November 18, 2011 Date 339 BOSTON POST RD. SUDBURY. MAO 1776 P:978.443.6383 F:978.443.1360 KANGARCHITECTS.COM 10= Foley Buhl Roberts Structural & ASSOCIATES INC Foley Buhl Roberts & Associates, Inc. 2011 Billing Rates Rates Effective: January 1, 2011: Senior Principals: $190/HR Principals: $160/HR Senior Engineers/Managers 11: $130/HR Senior Engineers/Managers 1: $115/HR Senior Engineers/Associates: $115/HR Senior Engineers: $105/HR Engineers: $ 95/HR Senior BIM/CAD Designers: $ 95/HR BIM/CAD Designers: $ 80/HR 2150 Wastungton Street Newton MA 02462 T OT52T95W F 6617-527 9606 offices in; Newton MA Manchastpr NH Atlanta CA wv4w,fbfR,CO"11 MacRITCHIE ENGINEERING INCORPORATED 197 Quincy Avenue, Braintree, MA 02184 Tel. (781) 848-4464 Fax (781) 848-2613 Public — 2.75 x direct payroll, ranges as follows: Design / Drafter / CAD 75-90 Sr. Designer / Jr. Engineer 85-110 Engineer 100-130 Project Manager 120-140 Principal 1 150 Non -Public — 2.4 x DPE as defined by AIA, ranges as follows: Design / Drafter / CAD 90-105 Sr. Designer / Jr. Engineer 100-120 Engineer 120-140 Project Manager 130-150 Principal 175 "" Page 1 of 1 D G JONES INTERNATIONAL, INC. 3 Baldwin Green Common, Suite 202 Woburn, MA 01801-1868 Tel : 781 932 3131 Email: boston@dgjonesboston.com Hourly Rates commencing July 01, 2011 through June 30, 2012 Principal : $210/hour Project Cost Consultant: $160/hour Cost Consultant: $135/hour E3 rm rn co w r� 4� LM u Z 0 E E 0 u 0 .�-m u Ul u Ln 00 m J- N LL U- 7� C: u 2 Qu, Q) co U — r,4 00 Ln (D C) L� , -1-- LU ) . u t-- C -C m u rl) -C C: a, U Qi m u — m �o m co N LU -C �� �7 0 < X.Qj m 0 < 0 N LL ry m ci CL w E 0 E 0 U.j 0. 0 cr 0 o cn LL; Z w LLI 'a @ a Lu 0 m > m u 0 cc .Ai 0 - m m CD LL z LU co C.) cc LU 0 X LU z 0 cr m < < m m 07�- C/) M * m m m = 0 n m r- cn Ln w ,It C\l LU E 0 r 0 E u) 2 < 0 2 0 'C3 < E E (8) af 010 0 r— 2 0 ce 4 C IL < .0 0) to ,It C\l 0 o 0 C) 0 co a> �: LO cc cl� V 0) 0 (D rl z CD co u N E o6 0 r) y co 12 x < u (D -2 0 04 -C 0 N L) LH C) N Ln C) LO. C4. G) u 00 m C) < c A- C,� 00 C4 x CD -0 @ x (n LU u - T < C) u n V) < rr, 3 CD Q. 0 3 CD _0 r 3 ur a) ;& -(D -4 M Z 0 (D CL 0 CD m = CD le CL 0 CD = CA CD CA CD CD 0 R CD CD WODSiD311HD'dV9NV)l 09EI EWE6 J EM D+ 816 d gizio vw�mn9cins (I'd ISOd NOME 6H WOD SiD3ilH:)dV9NVN§" ONV)l 33JJV)4 TOWN OF NORTH ANDOVER 120 MAIN STREET NORTH ANDOVER, MASSACHUSETTS 01845 Raymond T Santilli Assistant Town Manager Mr. Kenneth Best, Principal Drummey Rosane Anderson Inc. 141 Herrick Road Newton Centre, MA 02459-2218 Dear Mr. Best: � NORTN 1 O tt�eo y°s NO O p �9SSACHUS���h December 12, 2011 TEL (978) 688-9516 FAX (978) 688-9556 Please be advised that your proposal submitted in response to the Town's `Request for Qualifications — Stevens Estate, Facilities Master Plan' arrived after the 2:00 p.m. deadline on November 21, 2011. Enclosed are the original proposal, the two (2) sealed envelopes submitted, and the cover of the package delivered by Federal Express indicating the arrival time of 3:05 p.m. at Town Hall. If you have any questions, please call me. Sincerely, Raymond T. Santilli Assistant Town Manager Enclosures I/ Santilli, Ray From: Paul Brown [paulsbrown.aia@gmail.com] Sent: Thursday, December 08, 2011 12:39 PM To: Santilli, Ray Subject: Steven Estate Proposal - Additional Information Hello Ray; Under the terms of the RFP, wherein certain modifications may be accepted to submitted proposals, please amend my submitted proposal to include the following information regarding insurance requirements: I have secured a quotation from my insurance agent for the Workmen's Compensation and General Liability policies, and am prepared to institute those policies, if needed, if selected for the project. Thank you, Paul S. Brown, AIA Needham, MA Please note the Massachusetts Secretary of State's office has determined that most emails to and from municipal offices and officials are public records. For more information please refer to: http://www.sec.state.ma.us/pre/preidx.htm. Please consider the environment before printing this email. TOWN OF NORTH ANDOVER REQUEST FOR QUALIFICATIONS STEVENS ESTATE - FACILITIES MASTER PLAN Contact Address Telephone Number: Fax Number: Email October 26, 2011 Ray Santilli Assistant Town Manager 120 Main Street North Andover, MA 01845 978-688-9516 978-688-9556 rsantilli@townofnorthandover.com Table of Contents 1. Introduction........................................................... 3 2. Submission Deadline and Instructions ............................. 3 3. Questions, Addendum or Proposed Modifications ............... 4 4. Walk-through Briefing Session .................................... 5 5. General Information .................................................. 5 6. Scope of Services .................................................... 6 7. Requirements for Application ...................................... 6 8. Minimum Criteria/Qualifications.................................. 7 9. Comparative Evaluation Criteria .................................. 8 10. Initial Fee Proposals ................................................ 9 11. Awarding of Contract .............................................. 10 Agreement for Design Services ....................................... 11 Certifications............................................................ 37 Town of North Andover RFQ Page 2 of 38 Stevens Estate — Facilities Master Plan L Introduction The Town of North Andover (`Town') is soliciting proposals from qualified persons or firms to conduct a Facilities Master Plan for the Stevens Estate at 723 Osgood Street, North Andover. Qualified persons or firms are requested to submit proposals to the Assistant Town Manager at North Andover Town Hall, 120 Main Street, North Andover, MA, in accordance with the instructions contained within this Request for Qualifications (RFQ). Notice of this RFQ is published in the Central Register (which is a weekly publication of the Office of the Secretary of the Commonwealth), and posted on the Town website (www.townofnorthandover.com) under "Available Bids, Quotes and Proposals". The Town will accept proposals delivered in person or by mail. All proposals must be received by 2:00 p.m. on Monday, November 21, 2011 to be considered. Proposals submitted by fax or by electronic mail will not be considered. All proposals must be submitted to: Mr. Ray Santilli, Assistant Town Manager North Andover Town Hall 120 Main Street North Andover, MA 01845 Proposals received by the Town will be evaluated under the provisions of MGL c7, §38A%Z-O as amended. This is not a price competition, but rather the Town's decision will be based upon qualifications and experience with similar projects. The Town will evaluate proposals and enter negotiations with the highest scoring proposer. If unsuccessful, the Town may attempt to negotiate with the second highest scoring proposer. The Town of North Andover may cancel this RFQ or reject in whole or in part any and all proposals, if they determine that cancellation or rejection serves the best interest of the Town of North Andover. 2. Submission Deadline and Instructions Qualified persons or firms are requested to submit proposals a sealed envelope marked "Stevens Estate — Facilities Master Plan" with the applicant's name and address on the front. Applicants should provide one (1) signed original proposal and five (5) copies. Fax or electronic submissions will not be accepted. Applicants must also execute and include in the sealed submission the Certificate of Vote, Certificate of Non -Collusion, and the Certificate of Tax Compliance. The Town of North Andover, through the Town Manager, is the awarding authority and reserves the right to reject any and all proposals or parts of proposals; to waive any defects, information, and minor irregularities; to accept exceptions to these specifications; and to award contracts or to cancel this Request for Qualifications if it is in the Town of North Andover's best interest to do so. Proposals must be signed as follows: a) if the bidder is an individual, by her/him personally; b) if the bidder is a partnership, by the name of the partnership, followed by the signature of each Town of North Andover RFQ Page 3 of 38 Stevens Estate — Facilities Master Plan general partner; and c) if the bidder is a corporation, by the authorized officer, whose signature must be attested to by the Clerk/Secretary of the corporation and the corporate seal affixed. All sealed proposals must be received and registered by the Assistant Town Manager's office by Monday, November 21, 2011 at 2:00 p.m. All outer envelopes must be labeled "Stevens Estate — Facilities Master Plan" and mailed or hand delivered to the following address: Mr. Ray Santilli, Assistant Town Manager North Andover Town Hall 120 Main Street North Andover, MA 01845 No proposals will be accepted after the time and date noted. Late delivery of materials due to any type of delivery system shall be cause for rejection. If on the date and time of the submittal deadline the North Andover Town Hall is closed due to an uncontrolled event such as fire, snow, ice, wind or building evacuation, the submittal deadline will be postponed until 2:00 p.m. on the next normal business day. 3. Questions, Addendum or Proposal Modification Questions concerning this RFQ must be submitted in writing to: Mr. Ray Santilli, Assistant Town Manager, 120 Main Street North Andover, MA 01845, or they may be emailed to Mr. Santilli at rsantilli@townofnorthandover.com. All questions/inquiries must be received by close of business on Monday, November 14, 2011 to be considered. Questions/inquiries may be delivered, mailed, emailed or faxed. Written responses will be posted on the Town's website (www.townofnorthandover.com) in "Available Bids, Quotes and Proposals" by Wednesday, November 16, 2011 at 2:00 p.m. If any changes are made to this RFQ, an addendum will be posted on the Town's website in "Available Bids, Quotes and Proposals". It is the sole responsibility of the bidder to ascertain the existence of any addenda and/or modifications issued by the Town. As this RFQ has been published on the Town's website (www.townofnorthandover.com) all interested parties are responsible for checking the website for any addenda and /or modifications that are subsequently made to this RFQ. The Town accepts no liability for and will provide no accommodations to interested parties who fail to check for amendments and/or modifications to this RFQ and subsequently submit inadequate or incorrect responses. Interested parties may not alter (manually or electronically) the RFQ language or any RFQ component files. Modifications to the body of the RFQ, scope of services, terms and conditions, or which change the intent of this RFQ are prohibited and may disqualify a response. All proposals submitted in response to this RFQ shall remain firm for sixty (60) days following the submittal deadline. It is anticipated that the contract will be awarded within thirty (30) days after the submittal deadline. Town of North Andover RFQ Page 4 of 38 Stevens Estate — Facilities Master Plan An applicant may correct, modify, or withdraw a proposal by written notice received by the Town prior to the time and date set for the submittal deadline. Proposal modifications must be submitted in a sealed envelope clearly labeled "Modification No. Each modification must be numbered in sequence and must reference the original submittal. After the submittal deadline, an applicant may not change any provision of the proposal in a manner prejudicial to the interests of the Town or fair competition. Minor informalities will be waived or the applicant will be allowed to correct them. Interested parties are not to communicate directly with any employee of the Town of North Andover, except as specified in this RFQ, and no other individual employee or representative is authorized to provide any information or respond to any question or inquiry concerning this RFQ. Interested parties may contact the Contact Person for this RFQ in the event this RFQ is incomplete or the bidder is having trouble obtaining any part of the RFQ electronically through the Town website (www.townofnorthandover.com), including, and without limitation the form and attachments. Interested parties with disabilities or hardships that seek reasonable accommodations, which may include the receipt of RFQ information and/or addenda and/or modifications in an alternative format, must communicate such requests in writing to the contact person, and reasonable accommodation will be made by agreement with the contact person on behalf of the Town of North Andover. 4. Walk-through Briefing Session A walk-through briefing session for interested persons and firms will be held on Friday, November 4, 2011 at 10:00 a.m. at the Stevens Estate, 723 Osgood Street, North Andover. 5. General Information The Stevens Estate at Osgood Hill was built in 1886 by Moses T. Stevens, a prosperous owner of textile mills and a member of one of the founding families of North Andover. The main house and outbuildings were designed by the Boston architects Hartwell & Richardson. The Stevens family maintained the Estate until the 1950's when they donated the property to Boston University. The Town of North Andover purchased the Stevens Estate and its 154 acres in 1995 to protect the buildings and preserve its grounds. On the National Historic Register, the Stevens Estate is one of the few remaining grand estates of the Victorian era. The Stevens Estate is a department of the Community Services Division of the Town of North Andover. The Town currently operates the Stevens Estate as a function facility. The Stevens Estate is under the direct supervision of a Director and is overseen by a seven member Board of Trustees Town of North Andover RFQ Page 5 of 38 Stevens Estate — Facilities Master Plan Over the past few years, the Stevens Estate has undergone several major renovation projects including the installation of an internal sprinkler system, restoring the floors on the first and second floors, replacement of ceilings in a number of rooms on the second floor, and painting of rooms. 6. Scope of Services The selected firm will review all aspects of the Main House including but not limited to roof, gutters/downspouts, external building envelope, bathrooms, first floor parlors, second and third floor rooms, etc. Both prior to and subsequent to drafting recommendations for improvements, the selected firm will meet with the Board of Trustees in order to provide preliminary briefing and discussion. Products sought include developing a scope of work and detailed cost estimates on any recommended and/or approved project. Funds have not yet been approved and/or appropriated for any project. Subsequent to successful request and approval of funds at the 2012 Annual Town Meeting (scheduled for June 2012), further anticipated work products will include presentation of final plans and specifications, preparation of bid documents, management of bidding process, and administer construction phase of each project, as applicable. 7. Requirements for Application Each applicant must submit a written Application on the Designer Selection Board application form for "Standard Designer Application Form for Municipalities and Public Agencies not within DSB Jurisdiction (updated July 2011)". The application can also be downloaded from www.mass.gov/cam. The following information is specifically required: 1) Firm/individual name, contact name, address, telephone and fax numbers; 2) Firm/individual history including length of time the firm/individual has been in business; 3) Names and titles of firm partners and/or officers; 4) Key personnel that will be assigned to the project including: applicable registration numbers, resumes, professional designations, licenses held, and information on experience with similar projects; 5) List of completed projects that would best illustrate qualifications for the project - references must be included; 6) List of all ongoing projects with anticipated schedule(s) for completion; 7) Names and qualifications of engineers and other consultants that may be used for the proj ect; Town of North Andover RFQ Page 6 of 38 Stevens Estate — Facilities Master Plan 8) Statement of the scope and type of services proposed for the project. The applicant should describe the process and methodology to be used in the completion of services with specific reference to examples of similar projects in which this methodology has been used; 9) Work plan and schedule which reflects timetable for completion of the project; 10) Statement of any legal administrative proceedings pending or concluded adversely to the applicant within the past five (5) years that relate to the applicant's performance of this type of work; 11) Appropriate certificates of insurance; and 12) Evidence of financial stability. 8. Minimum Criteria/Qualifications Each applicant must demonstrate that it meets the following minimum qualifications: 1) Minimum of five years experience in public projects of a similar nature for the principals assigned, specifically including work with historic municipal buildings in Massachusetts. In documenting this qualification, the applicant should describe the professional background of the firm and the extent of previous experience of firm personnel or consultants to be assigned to the project and identify the anticipated role that each will play in the project. 2) Knowledge of, and experience in, legal and administrative requirements, procedures, and practices related to the design, funding and construction of Massachusetts public building projects including the State Building Code, regulations of the Architectural Barriers Board and Massachusetts public building and procurement law. 3) Possess all necessary current licenses and registrations, either within the firm or through independent consultants, to qualify under Massachusetts' law to perform the function of the architect/designer of the projects. 4) Provide evidence of insurance for general liability, automobile, worker's compensation (statutory) and professional services liability, as required. 5) Provide detailed description of at least two recent similar projects on which the architect/ designer has performed similar services, identifying references with the owners of those projects as well as the personnel who worked on them and stating whether those individuals will be assigned to the Project. 6) Not be debarred under MGL 049, §44C or disqualified under MGL c7, §38D. 7) Submission of required statements and forms. Town of North Andover RFQ Page 7 of 38 Stevens Estate — Facilities Master Plan 9. Comparative Evaluation Criteria All proposals meeting the minimum criteria/qualifications will then be evaluated based upon the specific comparative evaluation criteria. The following point schedule will be utilized: Highly advantageous 5 points Response excels on the specific criterion Advantageous 3 points Response meets evaluation standard for the criterion Least Advantageous 1 point Response does not fully meet the criterion or leaves a question or issue not fully addressed Does Not Meet 0 points * Does not address the criterion * Proposal is automatically eliminated from further consideration if "0 points" is received in any category. A) Project Management Experience: Successful experience of firm or individual in the role of Architect/Designer in the Commonwealth of Massachusetts over the last five (5) years: ♦ Experience in completing four (4) or more municipal architect/design contracts will be considered Highly Advantageous (5 points) ♦ Experience in completing two (2) or three (3) municipal architect/design contracts will be considered Advantageous (3 points) ♦ Experience in completing one (1) municipal architect/design contract will be considered Least Advantageous (1 point) ♦ No experience in municipal architect/design contracts will be considered as Does Not Meet (0 points and elimination from further consideration) B) Project Design and Availability: Ability of firm or individual to begin work immediately and maintain an intensive schedule to meet the Town's timetable: ♦ Developing presentation materials for these projects and able to devote sufficient resources to complete the projects according to the Town's timetable, and available by the beginning of December 2011 to begin contract work will be considered Highly Advantageous (5 points) ♦ Some experience in these areas but information provided leaves unsure of ability to devote sufficient resources and to meet the projects' timetables, and available by the beginning of January 2012 to begin contract work will be considered Advantageous (3 points) ♦ Demonstrate limited architect/design ability, but may be able to devote sufficient resources to complete the project in accordance with Town's timetable, and available by December 2011 to begin contract work will be considered Least Advantageous (1 point) Town of North Andover RFQ Page 8 of 38 Stevens Estate — Facilities Master Plan ♦ Unable to devote sufficient resources to meet the project's timetable will be considered as Does Not Meet (0 points and elimination from further consideration) C) Team and Key Staff: Qualifications and involvement of key personnel to be assigned to this project and the experience of such personnel in relation to successfully completing the role of architect/designer for projects similar in size and/or nature: ♦ Key staff that have at least seven (7) years of relevant experience in architect/design of historical buildings or an individual within the firm having nine (9) years relevant experience in architect/design of historical buildings in the public sector in the Commonwealth of Massachusetts will be considered Highly Advantageous (5 points) ♦ Key staff that have at least five (5) years of relevant experience in architect/design of historical buildings or an individual within the firm having seven (7) years relevant experience in architect/design of historical buildings in the public sector in the Commonwealth of Massachusetts will be considered Advantageous (3 points) ♦ Key staff that have less than five (5) years of relevant experience in architect/design of historical buildings or an individual within the firm having less than five (5) years relevant experience in architect/design of historical buildings in the public sector in the Commonwealth of Massachusetts will be considered Does Not Meet (0 points and elimination from further consideration) D) Quality of References: References will be evaluated to identify the ability and quality of previous work as an architect/designer on historical buildings or successful experience of firm or individual in the role of architect/designer on historical buildings in the Commonwealth of Massachusetts over the last five (5) years: ♦ Achieving successful architect/design experience from four (4) or more previous contracts will be considered Highly Advantageous (5 points) ♦ Achieving successful architect/design experience from two (2) or three (3) previous contracts will be considered Advantageous (3 points) ♦ Achieving successful architect/design experience from one (1) previous contract will be considered Least Advantageous (1 point) ♦ No successful experience in any previous architect/design contract will be considered as Does Not Meet (0 points and elimination from further consideration) 10. Initial Fee Proposals Initial fee proposals are to be submitted in a sealed separately marked envelope. Fee proposals will not be opened prior to the final technical service proposal rankings. The actual fee shall be subject to negotiation. The proposed fees should include all direct and indirect expenses as well Town of North Andover RFQ Page 9 of 38 Stevens Estate — Facilities Master Plan as the costs of all sub -consultants and reimbursable expenses. Hourly rates for all proposed professional personnel assigned to the project should be indicated on the fee proposal. 11. Awarding of Contract The Town will rank the finalists based on consideration of the minimum criteria/qualifications, and the comparative evaluation criteria. The Town may schedule interviews with the two highest scoring firms or individuals prior to making a final decision. The Town will begin discussion of final scope of services and fee negotiations with the top ranked firm or individual. If unsuccessful in the negotiations, the Town may attempt to negotiate with the next higher scoring respondent (and repeat that process) until successful. If negotiations with one or more of the finalist prove unsuccessful, the Town may reject all responses and may choose to re -advertise for architect/design services if deemed in the best interest to do so. Town of North Andover RFQ Page 10 of 38 Stevens Estate — Facilities Master Plan AGREEMENT FOR DESIGN SERVICES THIS AGREEMENT is made as of the day of , 200_, by and between (hereinafter called the "Designer") and the TOWN OF NORTH ANDOVER, MASSACHUSETTS, a municipal corporation duly established under the laws of the Commonwealth of Massachusetts (hereinafter called the "Town"). A. PRELIMINARY RECITALS The Town seeks to obtain certain design services associated with the design of a ("the Project") B. The Designer possesses the expertise to perform and/or coordinate such services in a timely and professional manner. AGREEMENT NOW, THEREFORE, in consideration of the mutual covenants and agreements herein contained, and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereto hereby agree as follows: Section 1. Description of Project/Scope of Services The nature and scope of the services to be performed by the Designer are described in this Agreement and in Schedule I and Schedule IA attached hereto and made a part hereof (the "Services"). Section 2. Time for Performance The Services shall be performed and completed within the time and in accordance with the schedule set forth in Schedule II attached hereto and made a part hereof. Section 3. Designer's Status The Designer's relationship to the Town is that of an independent contractor and not that of an agent or employee of the Town. Section 4. Designer's Performance 4.1 In the performance of the Services, the Designer will observe and comply with all federal, state and local laws, ordinances, codes, rules, regulations and orders applicable to the Project and the Services to be rendered by the Designer in connection therewith including but not limited to the applicable provisions of M.G.L. Chapter 7, M.G.L. Chapter 30, and M.G.L. Chapter 149. If a Contractor to the Designer performs Services which the Designer knew or should have known to be contrary to any laws, statutes, ordinances, building codes, rules or regulations without notice to the Town, the Designer shall assume full responsibility for such work and shall bear and be liable to the Town for the attributable costs and damages arising therefrom and indemnify the Town against the adverse consequences thereof. Town of North Andover RFQ Page 11 of 38 Stevens Estate — Facilities Master Plan 4.2 All of the Services to be performed by the Designer under or pursuant to this Agreement, from the inception of the Agreement until the Services have been fully performed, shall conform to the standards of care and skill which prevail among competent and qualified professionals under the same or similar circumstances involving a project and services such as the Project and Services described herein. 4.3 The Designer shall coordinate and/or provide all technical and professional services, including labor, materials, supplies, equipment, transportation, accommodation, subsistence and supervision to perform all Services as set forth herein. All of the Services to be performed/coordinated by the Designer will be in accordance with current technological practices, means, methods, procedures and techniques for projects such as the Project as of the time the Designer performs the Services. 4.4 The Designer will furnish efficient business administration and superintendence and perform the Services in the most expeditious and economical manner consistent with the interests of the Town. 4.5 The Designer represents and warrants that it is duly licensed (and in good standing) to perform the Services in the Commonwealth of Massachusetts. The Designer further represents and warrants that it is familiar with and has a working knowledge of the Massachusetts provisions relating to competitive bidding and public construction projects. The Designer agrees that if in the opinion of the Town, the Designer is not familiar with such provisions, the Designer shall engage at its own expense, competent personnel subject to the approval of the Town. The Town's approval of such personnel shall not relieve the Designer of its duties and obligations under this Agreement. 4.6 In connection with any Services the Designer shall at all times keep the project sites free from accumulations of waste materials or rubbish caused by the Designer's activities. At the completion of the work under this Agreement, the Designer shall remove all such waste materials and rubbish from and about the Sites. 4.7 The Designer shall, at its own cost, completely repair, restore or replace (with the same or equal materials) any buildings or improvements damaged or injured by activities under this Agreement as a result of the Designer's activities or those of its agents, sub -contractors or employees. All such repair or replacement shall be completed to the Town's satisfaction. Should the Designer refuse or neglect to make such repairs or replacements within ten (10) days after receiving notice from the Town requesting such work, then the Town shall be entitled to perform such work at the expense of the Designer. 4.8 Left intentionally blank 4.9 If the Services to be performed by the Designer involve the preparation of Written Materials, such Written Materials prepared and to be prepared by the Designer for the Project (and, in the case of drawings or plans and specifications, all improvements when built in accordance therewith) will conform to the requirements of the State Building Code, 780 CMR 1, Town of North Andover RFQ Page 12 of 38 Stevens Estate — Facilities Master Plan et seq., and to any other applicable federal, state, municipal and local laws, ordinances, rules, regulations, codes and orders in effect at the time such work is performed. The Designer shall certify such matters to the Town and all other interested parties, as and when requested by the Town from time to time. All such certifications shall be in a form reasonably acceptable to the Town and all other interested parties. 4.10 The Designer shall give the Town not less than two (2) days prior notice of the commencement of any work under this Agreement involving entry upon any project site. Authorization must be obtained by the Designer from the Town prior to the Designer's entering upon any project site for purposes of conducting examinations and other work required to accomplish the Services. In addition, during the course of such entry, the Designer shall use diligent efforts to minimize damage to buildings and interference with the use of such sites. 4.11 shall be the Town's primary contact person with the Designer, and will be the Designer's primary contact person with the Town. These contact persons named herein shall remain with the Project from start to completion of the Services covered in this agreement. 4.12 All of the foregoing is in addition to, and not in lieu of, any and all other duties, obligations, liability and responsibility implied or imposed upon the Designer by law in connection with the Services to be performed by the Designer hereunder. Section 5. Compensation 5.1 The Designer shall be paid a "fixed fee" amount for each major phase of service in accordance with Schedule III attached hereto, which will include all labor, overhead, profit, insurance, office, travel, and any other direct or indirect cost in connection with the Designer's provision of services as specified in Schedule I "Scope of Services" attached hereto, except for "Reimbursable Expenses and Sub -Contractors" under Section 5.3 hereof. The Contract Sum shall be paid as hereinafter provided in Section 6 hereof. 5.2 The Designer will enter into a certificate of a truth -in -negotiations certificate in the form prescribed by M.G.L. c.7, sec. 38H(b) at the time of final execution of this Agreement. 5.3 "Reimbursable Expenses" and "Sub -Contractor" shall mean reasonable expenses pre - approved by the Town and incurred by the Designer in connection with the conduct of approved Services associated with the printing, copying, and mailing/delivery of printed materials such as plans and specifications; and the use of outside sub -contractors for specialized technical services deemed necessary by mutual consent of the Designer and the Town. The Designer shall submit to the Town for approval a written scope of work and cost estimates for services proposal for each sub -contractor prior to proceeding with the specified work. Payment for Reimbursable Expenses and Sub -Contractor shall be made within thirty (30) days after receipt and approval by the Town of a detailed monthly invoice of such expenses. Said monthly invoices shall (i) include a detailed itemization of the services rendered/completed, along with attached copies of the original invoices submitted to and paid by the Designer, and (ii) be certified as correct by the Designer and shall contain a further certification by the Designer that all due and payable bills Town of North Andover RFQ Page 13 of 38 Stevens Estate — Facilities Master Plan with respect to the expenses shown in such monthly invoice have been paid to date or shall be paid from the proceeds of the payment made pursuant to such invoice. Section 6. Payment 6.1 Based upon the documentation submitted to the Town as hereinafter provided, the Town shall make progress payments on account of the Contract Sum as follows: The Designer shall invoice the Town once per month for the portion of the Services rendered/completed during the past month. The amount of each monthly progress payment shall be equal to the percentage amount attributable to the specific Phase of the Scope of Services completed as set forth in Schedules I, II & III attached hereto, less retainage in such amount as the Town shall determine for any incomplete work and any claims of the Town against the Designer. The monthly invoice shall also contain separate progress payment sums for work performed/completed by any sub- contractor as specified under Section 5.3 of this Agreement. Monthly invoices shall be paid within thirty (30) days after submission to the Town of the following (all in form acceptable to the Town): (i) the certificate of the Designer stating that the Phase/portion of the Services for which payment is being requested has been completed in compliance with this Agreement; (ii) reproducibles of all plans, reports, studies and other materials to be prepared and delivered to the Town in connection with the Phase/portion of the Scope of Services for which payment is being requested. 6.2 Left intentionally blank 6.3 Neither the Town's payment of any progress payment or any final payment on account of the Contract Sum hereunder, nor the Town's failure to withhold any such payment(s) shall result in or cause a release or discharge of the Designer of its obligations hereunder or constitute a waiver of any claims against the Designer. 6.4 Any provision hereof to the contrary notwithstanding, the Town shall not be obligated to make any payment (whether a Progress Payment or Final Payment) to the Designer hereunder if any one or more of the following conditions exist, to -wit: 6.4.1 The Designer is in default of any of its obligations hereunder or otherwise is in default under this Agreement; 6.4.2 Any part of such payment is attributable to Services which are not performed in accordance with this Agreement; 6.6 No Progress Payment or other partial payment made hereunder shall be, or be construed to be, final acceptance or approval of that part of the Services to which such Progress Payment or other partial payment relates or relieve the Designer of any of its obligations hereunder with respect thereto. 6.7 The making of Final Payment by the Town to the Designer shall not constitute a waiver of any claims by the Town against the Designer arising from (i) unsettled liens, (ii) faulty or defective Services, or any errors or omissions in the Designer's performance of the Services, Town of North Andover RFQ Page 14 of 38 Stevens Estate — Facilities Master Plan appearing after completion thereof, (iii) failure of the Services to comply with the requirements of this Agreement, or (iv) the terms of this Agreement or provided by law pertaining to the Designer's performance of the Services, or any breach thereof by the Designer, all of which shall survive such Final Payment and final acceptance of the Services. The acceptance of Final Payment shall constitute a waiver of all claims by the Designer except those previously made in writing and identified by the Designer as unsettled at the time of the Final Request for payment. Section 7. Changes in Services 7.1 All changes in the scope of the Services shall be effected by written instrument signed by both the Town and the Designer. In no event shall the Town be required to accept and/or pay for any Services beyond the scope of the Services set forth in Schedule I, IA and IV attached hereto unless the same is set forth in a written instrument signed by the Town and the Designer, nor shall the Town be required to pay more for any such change in the scope of the Services than is stated in such agreed upon written instrument. 7.2 In accordance with M.G.L. c.7, sec. 38HO), the Designer or its sub -contractors shall not be compensated for any services involved in preparing changes that are required for additional work that should have been anticipated by the Designer in the bid documents, as reasonably determined by the Andover Town Manager. Section 8. Insurance 8.1 The Designer shall provide at its own expense and maintain during the term of this Agreement, insurance policies issued by recognized and responsible insurers satisfactory to the Town and authorized to do business in the Commonwealth of Massachusetts, covering the Designer's activities in connection with this Agreement. Such insurance shall provide coverage of the type and in the amounts specified. Coverage under 8.1.3, 8.1.4 and 8.1.5 shall be provided on an "occurrence" basis. 8.1.1 As to claims covered by Worker's Compensation, the amount of the statutory limits for any state in which Services are to be performed. 8.1.2 Employer's liability insurance with limits of not less than $500,000.00 except that, if the new form policy is used, limits must be not less than $500,000.00 per accident, $500,000.00 per disease and a $2,000,000.00 policy limit on disease. 8.1.3 Insurance upon each motor vehicle used by the Designer in connection with the work provided hereunder, providing public liability coverage as to such vehicle or vehicles of not less than $1,000,000.00 for each occurrence and $1,000,000.00 in the aggregate with respect to bodily injury and property damage. 8.1.4 A comprehensive general liability policy providing bodily injury coverage, including death, for not less than $1,000,000.00 coverage as to each occurrence and $1,000,000.00 aggregate and $500,000.00 property damage, with contractual Town of North Andover RFQ Page 15 of 38 Stevens Estate — Facilities Master Plan liability recognizing the indemnities contained in this Agreement and completed operations for at least two (2) years. 8.1.5 Professional liability insurance covering claims arising out of errors, omissions and acts by the Designer in rendering professional services, in the amount of $1,000,000.00 or ten (10%) per cent of the project's estimated cost of construction, whichever is greater, including contractual liability coverage, with all coverage retroactive to the earlier of the date of this Agreement or commencement of the Designer's Services with respect to the Project, which coverage shall be maintained for a period of at least three (3) years after the date of Final Payment by the Town to the Designer with respect to the Project. 8.1.6 Valuable papers insurance with a limit of not less than $120,000.00 for each loss, insuring the restoration of any documents, reports, memoranda, analysis, drawings and similar papers or data relating to the Services in the event of loss or destruction. 8.2 Notwithstanding any other provision of this Agreement to the contrary, should any insurance policy required by this Agreement be cancelled or otherwise terminated before the completion of the Services hereunder, the Designer shall use all diligent efforts to procure and maintain in force similar insurance from insurers satisfactory to the Town and shall provide certificates of such insurance to the Town upon the execution of this Agreement and thereafter upon the Town's written request. In the event that the Designer is unable to obtain the required insurance coverage, then either the Designer or the Town shall have the right to terminate this Agreement without penalty, such termination to be governed by the provisions of Section 21 hereof. 8.3 On the date of this Agreement, the Designer shall furnish a certificate evidencing all of the required insurance coverage, and providing that no such coverage shall be cancelled without at least thirty (30) days' prior written notice to the Town. The Town shall be named as an additional insured party under the policies specified in paragraphs 8.1.2, 8.1.3, 8.1.4, 8.1.5, and 8.1.6 above. Section 9. Indemnification 9.1 To the fullest extent permitted by applicable law, the Designer and its agents, partners, employees, sub -contractors (collectively, "Indemnitors") shall and do agree to indemnify, defend and hold harmless the Town and its representatives, officers, attorneys, officials, employees and agents (collectively "Indemnitees") from and against all liability, claims, demands, damages, losses, liens, causes of action, suits, judgments, fines, penalties, costs and expenses (including, without limitation, reasonable attorney fees and costs of defense regardless of the outcome of the claim or suit), of any nature, kind or description claimed, asserted or prosecuted by any person or entity whomsoever, arising out of, caused by, or resulting from (a) the performance of the Services or any part thereof, or (b) any act or omission, negligent or otherwise, of the Indemnitors, anyone directly or indirectly employed by any of them or anyone for whose acts they may be liable. This indemnity shall survive the termination Town of North Andover RFQ Page 16 of 38 Stevens Estate — Facilities Master Plan or expiration of this Agreement. This indemnity shall be in addition to, and not in lieu of, any and all other professional liability which the Indemnitors have or may have to the Indemnitees or to third parties as a matter of law. Indemnitors also shall pay and reimburse Indemnitees for any and all reasonable attorney fees incurred by Indemnitees in connection with any litigation arising under this Agreement as a result of any breach or default by Indemnitors hereunder. The Designer's indemnification obligation covers all liability, claims or causes of action arising out of but not limited to the following: (a) Any infringement (actual or claimed) of any intellectual property right, whether it be trade secret, patent, trademark, copyright or trade name by reason of any Services to be performed hereunder or by reason of anything to be supplied hereunder; and (b) Bodily injury, sickness, disease or death, or injury to or destruction of property including the loss of use and consequential damages resulting there from. 9.2 In the event more than one of the Indemnitors are connected with an accident or occurrence covered by this indemnification, then each of such Indemnitors shall be jointly and severally responsible to the Indemnitees for indemnification and the ultimate responsibility among such Indemnitors for the loss and expense of any such indemnification shall be settled by separate proceedings and without jeopardy to any Indemnitee. The provisions of this Section shall not be construed to eliminate or reduce any other indemnification or right which the Town or any of the Indemnitees has by law against the Designer or any of the Indemnitors. Section 10. Notices All reports and payments, together with all notices and other communications required to be given under the terms of this Agreement, shall be made in writing and shall be deemed to have been made and given if mailed by certified mail, sent by overnight courier, transmitted by electronic facsimile or hand delivered to the party to receive such notice, addressed as follows: To the Town: To Designer: Section 11. ConfidentiaUProprietary Information, the Ownership of Documents 11.1 All designs, drawings, plans, specifications, models, technical data, calculations, reports and other documents, information and material produced, generated or compiled by the Designer and any sub -contractors engaged by the Designer in the performance of this Agreement (all herein collectively referred to as "Written Materials") shall be and become the joint property of the Town and the Designer. The Town and the Designer are vested with equal rights of ownership therein, including, without limitation, all copyrights (both statutory and common law) all of which are hereby assigned by the Designer to the Town in consideration of the compensation paid by the Town to the Designer hereunder. Without limitation upon the generality of the foregoing, it is expressly understood and agreed that the Town may utilize the Town of North Andover RFQ Page 17 of 38 Stevens Estate — Facilities Master Plan Written Materials with respect to construction, maintenance, repair, alteration, expansion, modification and reconstruction of the Project at any time and from time to time. Furthermore, in the case of design drawings and/or specifications, the Town may utilize any drawings, plans or specifications produced, generated or compiled by the Designer or its Designers with respect to another project, provided the Designer shall not be responsible for changes made to the drawings, plans, or specifications without the Designer's authorization, nor for the Town's use of the drawings, plans or specifications on another project. The Designer agrees that the Town shall have access at all reasonable times to inspect and make copies of all of said Written Materials in the Designer's possession pertaining to the Project and the Services performed thereon by the Designer under this Agreement. All of the Town's rights hereunder shall survive any cancellation, termination or expiration of this Agreement. Section 12. Default and Delays 12.1 If the Designer defaults or neglects to carry out the Services in accordance with this Agreement or fails to perform any provision of this Agreement, the Town may, after five days' written notice to the Designer and without prejudice to any other remedy he may have, make good such deficiencies and may deduct the cost thereof from the payment then and thereafter due the Designer or, at its option, may terminate this Agreement. 12.2 The Designer hereby agrees that it shall have no claim for damages of any kind on account of any delay in the commencement of the Services and/or any delay or suspension of any portion of the Services, whether such delay is caused by the Town or otherwise. Section 13. Subcontracts 13.1 The Designer shall not delegate any of its duties hereunder, except to competent and reliable sub -Designers and sub -contractors approved in advance and in writing by the Town. 13.2 Requests for approval of Services to be delegated by the Designer must include a clear description of the work to be performed and the capabilities of the sub-Designers/sub- contractors to perform such work. If requested by the Town, copies of executed contracts between Designer and sub -contractor or for any other work delegated by the Designer shall be delivered to the Town immediately after such execution. 13.3 The Designer represents that it has made and will make reasonable investigation of all subcontractors to be utilized in the performance of work under this Agreement to determine that they possess the skill, knowledge and experience necessary to enable them to perform the Services required. Nothing in this Agreement shall relieve the Designer of its prime and sole responsibility for the performance of the Services under this Agreement and the Designer shall remain liable for all work performed by itself or any sub -contractor or other person performing Services under the authority of the Designer. Section 14. No Third Party Beneficiary All of the provisions of this Agreement are solely for the benefit of the parties hereto, and none of the other provisions of this entire Town of North Andover RFQ Page 18 of 38 Stevens Estate — Facilities Master Plan Agreement shall inure to the benefit of any person not a party to the Agreement, and third parties shall have no rights hereunder. Section 15. Records 15.1 The Designer agrees that the Town and the Commonwealth of Massachusetts, or any of their duly authorized representatives shall have access to any books, documents, papers and records of the Designer which are directly pertinent to the project for the purposes of making audit, examination, excerpts, and transcriptions. 15.2 The Designer shall maintain all records involved with this Agreement for a period of six (6) years after the Town makes Final Payment and all pending matters are closed. 15.3 It is understood that authorized representatives of the Town may inspect or review all Written Materials in progress during normal working hours. In order that all Written Materials may be readily available for conference and periodic inspection by said representatives, all Services involving the production of any Written Materials shall be performed in adequately staffed office(s) located within the confines of the Commonwealth of Massachusetts. 15.4 The Designer will protect the privacy of, and respect the confidentiality of information provided by program participants, consistent with applicable federal and state laws and regulations, including M.G.L. ch. 66, sec. 10, regarding access to public records. Section 16. Liability of Town The liability of the Town under this Agreement is limited to the compensation provided herein, and shall in no event include liability for incidental, special or consequential damages, or lost profits, or for damages or loss from causes beyond the Town's reasonable control. Section 17. Assistance in Claims and/or Litigation 17.1 The Designer shall render assistance to the Town in claims and/or litigation in connection with or arising out of this Agreement, including without limitation, any claims and/or litigation involving the Designer or its subcontractors; and any claims and/or litigation brought by or against the Town and any third parties, by providing only for the Town technical information, analyses and expert witnesses. The Designer shall provide such services at a mutually agreed upon and reasonable rate, except those Services which are required under this Agreement or are necessitated by the alleged acts, errors or omissions of the Designer, all of which shall be provided at no cost to the Town. Section 18. Discrimination Prohibited 18.1 In all hiring or employment made possible by or resulting from this Agreement, (1) there will not be any discrimination against any employee or applicant for employment because of race, color, religion, sex, or national origin, and (2) affirmative action will be taken to ensure Town of North Andover RFQ Page 19 of 38 Stevens Estate — Facilities Master Plan that applicants are employed, and that employees are treated during employment, without regard to their race, color, religion, sex, or national origin. 18.2 No person in the United States shall, on the ground of race, color, religion, sex or national origin, be excluded from participation in, be denied the benefits of, or be subject to discrimination under any program or activity made possible by or resulting from this Agreement. The Designer will comply with all requirements imposed by or pursuant to Title VI of the Civil Rights Act of 1964. Section 19. Certifications Required by Law The Designer, by executing this Agreement, certifies the following: (a) it has not given, offered or agreed to give any person, corporation or other entity any gift, contribution or offer of employment as an inducement for, or in connection with, the award of this Agreement for design services; (b) that no consultant or sub -contractor to the Designer has given, offered or agreed to give any gift, contribution or offer of employment to the Designer, or to any other person, corporation, or entity as an inducement for, or in connection with, the award to the consultant or sub -contractor of a contract by the Designer; (c) that no person, corporation or other entity, other than a bona fide full time employee of the Designer, has been retained or hired by the Designer to solicit for or in any way assist the Designer in obtaining this Agreement for design services upon an agreement or understanding that such person, corporation or other entity be paid a fee or other consideration contingent upon the award of this Agreement to the Designer; and (d) that the Designer has internal accounting controls as required by M.G.L. c. 30, sec. 39R, and that the Designer: (1) will maintain accurate and detailed accounts for a six-year period after the Final Payment; (2) will file with the Town regular statements of the Designer concerning internal auditing controls; (3) has filed and will continue to file with the Commissioner of Capital Planning and Operations an annual audited financial statement prepared by an independent certified public accountant as required by M.G.L. c. 30, sec. 39R; and (4) will submit a statement from an independent certified public accountant that such CPA (or public accountant) has examined the Designer's internal auditing controls and expresses an opinion as to their consistency with the Designer's statements in (2) above and whether such statements are Town of North Andover RFQ Page 20 of 38 Stevens Estate — Facilities Master Plan reasonable with respect to transactions and assets that are substantial in relation to the Designer's financial statements. (M.G.L. c. 7, sec. 38H(e). (e) that the Designer, and any sub -contractor to the Designer, represents, warrants and certifies that it has complied with all laws of the Commonwealth of Massachusetts relating to taxes and all by-laws, rules and regulations of the Town of North Andover relating to taxes, fees and charges, or is lawfully contesting the validity of the same. The Designer, and any sub- contractor to the Designer, further represents, warrants and certifies that it will remain in such compliance during the term of this Agreement, including any amendments or extensions hereto. (f) That neither the Designer nor any consultants employed by the Designer have been debarred pursuant to Section 44C of M.G.L. Chapter 149. Breach of any of the foregoing provisions shall be deemed a material breach which shall entitle the Town to immediately terminate this Agreement and take any other action authorized by law. Section 20. Conflict of Interest 20.1 The Designer warrants that it has complied with all provisions of law regarding the award of this Agreement and that it, or its employees, agents, officers, directors or trustees have not offered or attempted to offer anything of any value to any employee of the Town in connection with this Agreement. 20.2 The Designer further warrants that no employee of the Town of North Andover, including unpaid members of Town boards and commissions, serves as an officer, director, trustee or employee of the Designer, and that no employees of the Town of North Andover have or will have a direct or indirect financial interest in this Agreement. 20.3 Violation of this Section shall be a material breach of this Agreement and shall be grounds for immediate termination of this Agreement by the Town without regard to any enforcement activities undertaken or completed by any enforcement agency. Termination of this Agreement pursuant to this Section shall not waive any claims for damages the Town may have against the Designer resulting from the Designer's violation of the terms of this Section. Section 21. Termination; Survival of Covenants 21.1 Notwithstanding any other provision of this Agreement, the Town reserves the right at any time in its absolute discretion to suspend or terminate this Agreement in whole or in part for its convenience upon written notice to the Designer. If any portion of this Agreement so suspended is not re -commenced by written notice of the Town within the time period specified in the written notice of suspension, the suspended portion of this Agreement shall be thereupon deemed terminated as to that portion for the convenience of the Town in accordance with this provision. The Town shall incur no liability by reason of such termination or suspension except for the obligation to pay compensation for all Services performed to the termination date, which Town of North Andover RFQ Page 21 of 38 Stevens Estate — Facilities Master Plan obligation shall not exceed the limits established under each Phase of the Services as to which the Town has expressly authorized the Designer to proceed. 21.2 Upon receipt of any such notice or suspension or termination, the Designer shall (a) discontinue all Services affected (unless the notice directs otherwise); and (b) deliver to the Town all Written Materials and other information and materials pertaining to the Project, whether completed or in progress. 21.3 Any termination or suspension of this Agreement shall not impair the right of the Town to recover damages occasioned by the fault of the Designer. Any suspension shall not limit the right of the Town to terminate this Agreement. 21.4 All of the Designer's covenants and obligations hereunder shall survive the termination or expiration of this Agreement. Section 22. Ineligibility The Designer acknowledges that it may be ineligible to perform further design services unless the Town commissions an independent review, by a knowledgeable and competent individual or business doing such work, of the Designer's work under this Agreement to insure its reasonableness and its adequacy prior to allowing the Designer to continue on the project. Nothing contained herein shall be construed to require the Town to commission any such review. Section 23. Entire Agreement, Interpretation, Governing Law 23.1 This Agreement is the exclusive statement of the agreement of the parties with respect to its subject matter and supersedes all prior agreements, negotiations, representations, proposals and awards, written or oral, relating to its subject matter. 23.2 Headings, titles and paragraph captions are inserted in this Agreement for convenience, are descriptive only and shall not be deemed to add to or detract from or otherwise modify the meaning of the paragraphs. 23.3 This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Massachusetts. 23.4 This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original and all of which shall constitute one and the same agreement. 23.5 The term:, "hereof', "herein" and "hereunder", and words of similar import, shall be construed to refer to this Agreement as a whole, and not to any particular section, paragraph or provision, unless expressly so stated. 23.6 All words or terms used in this Agreement, regardless of the number or gender in which they are used, shall be deemed to include any other number and any other gender as the context may require. Town of North Andover RFQ Page 22 of 38 Stevens Estate — Facilities Master Plan 23.7 This Agreement shall be construed without regard to any presumption or rule requiring construction against the party causing such document to be drafted or prepared. 23.8 Time is of the essence for the performance and payment of each and every covenant and obligation contained herein. 23.9 No amendment of this Agreement shall be effective unless the same is made in writing and signed by the parties hereto. 23.10 The terms "person" and "persons" used herein shall include natural persons and corporations, partnerships (general and limited), firms, associations, trusts, estates, bodies politic, political subdivisions and other entities and organizations. 23.11 Each and every provision of law and governmental regulation required by law to be inserted in an agreement such as this or in any of the contract documents shall be deemed to be inserted herein or therein and this Agreement shall read and shall be enforced as though so included therein, and if through mistake, inadvertence or otherwise any such provision is not inserted, or is not correctly inserted, then upon the application of either party, this Agreement shall be deemed to be amended to make such insertion or correction. Section 24. Assignment 24.1 The Town shall have the right to assign this Agreement to (i) any other person or entity succeeding to the Town's ownership of the Project or property which is the subject of the Designer's work hereunder, or (ii) to any other person or entity having or acquiring an interest therein, including, without limitation, any lending institution. 24.2 Designer shall not assign, pledge or hypothecate this Agreement or any monies due hereunder. Section 25. Successors and Assigns Subject to the restrictions on assignment contained in paragraph 24.2 hereof, this Agreement shall be, binding upon and inure to the benefit of the parties and their respective successors and assigns. Town of North Andover RFQ Page 23 of 38 Stevens Estate — Facilities Master Plan IN WITNESS WHEREOF, the parties have executed this Agreement on the date first above written. For the Designer: By For the Town: By Town Manager As to form: Town Counsel As to the availability of funds: Town Accountant Town of North Andover RFQ Page 24 of 38 Stevens Estate — Facilities Master Plan MASSACHUSETTS REGISTERED PRINCIPAL OF FIRM RESPONSIBLE FOR THIS PROJECT IS: 1. In accordance with the provisions of the Massachusetts General Laws, Chapter 29, Section 29A(4), I hereby certify that a resume of the Designer has been filed with the Designer Selection Board. In accordance with Chapter 7, Section 38H(e), I further certify that the DESIGNER has not given, offered or agreed to give any person, corporation, or other entity any gift, contribution or offer of employment as an inducement for, or in connection with, the award of the contract for design services; no consultant to or subcontractor for the DESIGNER; and no person, corporation or other entity, other than a bonafide full-time employee of the DESIGNER, has been retained or hired by the DESIGNER to solicit for, or in any way assist, the DESIGNER in obtaining the contract for design services upon an agreement or understanding that such person, corporation or other entity be paid a fee or other consideration contingent upon the award of the contract to the DESIGNER. I also certify that under the pains and penalties of perjury that the Designer has not offered, given, or agreed to give, received, accepted, or agreed to accept, any gift, contribution, or any financial incentive whatsoever to or from any person in connection with the contract. As used in this certification, the word "person" shall mean any natural person, business, partnership, corporation, union, committee, club, or other organization, entity or group of individuals. Furthermore, the Designer certifies under the penalties of perjury that throughout the duration of the contract, it will not have any financial relationship in connection with the performance of this contract with any materials manufacturer, distributor or vendor. Signed under the pains and penalties of perjury this day of , 20_ LIN Name: Designer Town of North Andover RFQ Page 25 of 38 Stevens Estate — Facilities Master Plan SCHEDULE I SCOPE OF SERVICES Town of North Andover RFQ Page 26 of 38 Stevens Estate — Facilities Master Plan SCHEDULE IA 1. IN THE PERFORMANCE OF THE SERVICES, THE DESIGNER WILL OBSERVE AND COMPLY WITH ALL FEDERAL, STATE AND LOCAL LAWS, ORDINANCES, CODES, RULES, REGULATIONS AND ORDERS APPLICABLE TO THE PROJECT AND THE SERVICES TO BE RENDERED BY THE DESIGNER IN CONNECTION THEREWITH. THE DESIGNER SHALL NOT VIOLATE ANY ZONING, SETBACKS OR OTHER REQUIREMENTS OF APPLICABLE LAWS, ORDINANCES AND CODES OR OF ANY RECORDED COVENANTS OR RESTRICTIONS APPLICABLE TO THE PROJECT SITE. IF THE DESIGNER PERFORMS SERVICES WHICH THE DESIGNER KNEW OR SHOULD HAVE KNOWN WERE CONTRARY TO ANY LAWS, STATUTES, ORDINANCES, BUILDING CODES, RULES, REGULATIONS OR RECORDED COVENANTS OR RESTRICTIONS APPLICABLE TO ANY PROPOSED SITE, THE DESIGNER SHALL BE LIABLE TO THE TOWN FOR THE ATTRIBUTABLE COSTS AND DAMAGES ARISING THERE FROM AND INDEMNIFY THE TOWN AGAINST THE ADVERSE CONSEQUENCESTHEREOF. 1.2 Designer represents and warrants it is duly licensed (and in good standing) to perform the Services in the Commonwealth of Massachusetts. Designer further represents and warrants that it is familiar with and has a working knowledge of the Massachusetts provisions relating to competitive bidding and public construction projects, including, without limitations, MGL c7, s38A - 380, MGL c149, s44A-44H, and MGL c30, s39M, and all related laws and regulations. The Designer agrees that if in the opinion of the Town the Designer is not familiar with such provisions, the Designer shall engage, at its own expense, competent personnel subject to the approval of the Town. The Town's approval of such personnel shall not relieve the Designer of its duties and obligations under this Agreement. 1.3 Designer shall, at its own cost, correct and make good any errors or defects in its Services, including, without limitations, any errors, omissions or defects in any plans, specifications, drawings or other documents prepared by the Designer or any of its consultants hereunder, as soon as Designer becomes aware of such errors or defects or is notified of such errors or defects. 1.4 Designer shall exercise due care to prepare all drawings, plans and specifications for the Project in conformity with the requirements of the State Building Code, 780 CMR 1.00, et. seq. and to any other applicable federal, state, municipal and local laws, ordinances, rules, regulations, codes and orders, including, without limitations, the rules and regulations of the Massachusetts Designerural Access Board, 521 CMR 1.00 et. seq. Designer shall certify such matters to the Town and all other interested parties to facilitate the financing or sale or other disposition of the Project by the Town as and when requested by the Town from time to time. All such certificates shall be in a form reasonably acceptable to the Town and all other interested parties. Town of North Andover RFQ Page 27 of 38 Stevens Estate — Facilities Master Plan 1.5 The Designer shall at all times assist the Town in gaining approval of the Zoning Board of Appeals, Planning Board, Board of Health, Conservation Commission and Town Meeting to approve the Project, and shall prepare all documents, studies, plans, drawings, specifications and other instruments required in connection therewith. The Designer shall attend public hearings for each of the foregoing. In furtherance thereof, the Designer shall comply with all of the requirements of MGL c7, s38A - 380, MGL c149, s44A- 44H, and s44M, and MGL c30, s39M, and all related laws and regulations. The Designer shall be responsible for the preparation and timely submission of all design submissions, contract documents and other documents required by the foregoing as required. All design submissions, construction documents and contract documents shall conform to the appropriate requirements of the foregoing statutes and regulations, and shall be in such a form and with such information or data contained therein as may be required by such agencies. 1.6 The Designer shall comply with the requirements of MGL c149, s44M and shall prepare an energy systems life cycle cost estimate for approval by the appropriate authorities at the Design Development stage. 1.7 All of the foregoing is in addition to, and not in lieu of, any and all other duties, obligations, liability and responsibility implied or imposed upon Designer by law in connection with the Services to be performed by Designer hereunder. 1.8 The Construction Cost shall be the total cost or estimated cost to the Town of all elements of the Project designed or specified by the Designer. 1.9 The Construction Cost shall include the cost at current market rates of labor and materials furnished to the Town and equipment designed, specified, selected or specially provided for by the Designer, plus a reasonable allowance for the Contractor's overhead and profit. In addition, a reasonable allowance for contingencies shall be included for market conditions at the time of bidding and for changes in the Work during construction. 2.0 Construction Cost does not include the compensation of the Designer and Designer's consultants, the costs of the land, rights-of-way, financing or other costs which are the responsibility of the Town. 2.1 Evaluations of the Town's Project budget, preliminary estimates of Construction Cost and detailed estimates of Construction Cost, if any, prepared by the Designer, represent the Designer's best judgment as a design professional familiar with the construction industry. It is recognized, however, that neither the Designer nor the Town has control over the cost of labor, materials or equipment, over the Contractor's methods of determining bid prices, or over competitive bidding, market or negotiating conditions. Accordingly, the Designer cannot and does not warrant or represent that bids or negotiated prices will not vary from the Town's Project budget or from any estimate of Construction Cost or evaluation prepared or agreed to by the Designer. Town of North Andover RFQ Page 28 of 38 Stevens Estate — Facilities Master Plan 2.2 No fixed limit of Construction Cost shall be established as a condition of this Agreement by the furnishing, proposal or establishment of a Project budget, unless such fixed limit has been agreed upon in writing and signed by the parties hereto. If such a fixed limit has been established, the Designer shall be permitted to include contingencies for design, bidding and price escalation, to determine what materials, equipment, component systems and types of construction are to be included in the Contract Documents, to make reasonable adjustments in the scope of the Project and to include in the Contract Documents alternate bids to adjust the Construction Cost to the fixed limit. Fixed limits, if any, shall be increased in the amount of an increase in the Contract Sum occurring after execution of the Contract for Construction. 2.3 If the Bidding or Negotiation Phase has not commenced within 90 days after the Designer submits the Construction Documents to the Town, any Project budget or fixed limit of Construction Cost shall be adjusted to reflect changes in the general level of prices in the construction industry between the date of submission of the Construction Documents to the Town and the date on which proposals are sought. 2.4 If a fixed limit of Construction Cost is exceeded by the lowest bona fide bid or negotiated proposal, the Town shall: 1 give written approval of an increase in such fixed limit; .2 authorize rebidding or renegotiating of the Project within a reasonable time; .3 if the Project is abandoned, terminate the Project; or .4 cooperate in revising the Project scope and quality as required to reduce the Construction Cost. 2.5 If the Town chooses to proceed under Clause 2.4.4, the Designer, with additional charge, shall modify the Contract Documents as necessary to comply with the fixed limit, if established as a condition of this Agreement. The modification of Contract Documents shall be the limit of the Designer's responsibility arising out of the establishment of a fixed limit. The Designer shall be entitled to compensation in accordance with this Agreement for all services performed whether or not the Construction Phase is commenced. 2.6 Bids in Excess of Cost Estimate. Should the lowest responsible and eligible bid by a general building contractor for the construction of the Project exceed by more than 5% the total estimated construction cost of the Project stated on the Estimated Project Construction Cost -Construction Document Phase prepared by the Designer and approved by the Town, the Designer shall, on written request of the Town and without cost to the Town, revise the plans and specifications for the Project as the Town shall require for the purpose of bringing the total actual cost of constructing the Project within the amount Town of North Andover RFQ Page 29 of 38 Stevens Estate — Facilities Master Plan specified and shall submit such revised plans and specifications to the Town for its approval. The Designer may, in connection with such revision, make whatever necessary required adjustments in the scope of the Project, as may be needed as determined by the Designer to bring construction cost in line with the Project budget, subject to the written approval of the Town. Town of North Andover RFQ Page 30 of 38 Stevens Estate — Facilities Master Plan SCHEDULE III DESIGNER COMPENSATION Town of North Andover RFQ Page 31 of 38 Stevens Estate — Facilities Master Plan SCHEDULE IV CONSTRUCTION PHASE — ADMINISTRATION OF THE CONSTRUCTION CONTRACT 1.1 The Designer's responsibility to provide Services for the Construction Phase under this Agreement commences with the award of the Contract for Construction and terminates at the earlier of the issuance to the Town of the final Certificate for Payment or 60 days after the date of Substantial Completion of the Work. 1.2 The Designer shall provide administration of the Contract for Construction as set forth below and in the edition of AIA Document A201, General Conditions of the Contract for Construction, current as of the date of this Agreement, unless otherwise provided in the Agreement, or as such General Conditions may be amended and/or supplemented by the Town. 1.3 Duties, responsibilities and limitations of authority of the Designer shall not be restricted, modified or extended without written agreement of the Town and Designer with consent of the Contractor, which consent shall not be unreasonably withheld. 1.4 The Designer shall be a representative of and shall advise and consult with the Town (1) during construction until final payment to the Contractor is due, and (2) as an Additional Service at the Town's direction from time to time during the correction period described in the Contract for Construction. The Designer shall have authority to act on behalf of the Town only to the extent provided in this Agreement unless otherwise modified by written instrument. 1.5 The Designer shall visit the site at intervals appropriate to the stage of construction or as otherwise agreed by the Town and Designer in writing to become generally familiar with the progress and quality of the Work completed and to determine in general if the Work is being performed in a manner indicating that the Work when completed will be in accordance with the Contract Documents. On the basis of on-site observations as a Designer, the Designer shall keep the Town informed of the progress and quality of the Work, and shall endeavor to guard the Town against defects and deficiencies in the Work. 1.5.1 The Designer shall visit and observe the Project up to substantial completion at least once each week and more often if required by the circumstances on the Project to become familiar in detail with the progress of the Work to be performed under the Contract and to determine, by observation, that the Work to be performed under the Contract is proceeding in accordance with the Contract Documents and all applicable laws, ordinances, regulations and codes. The Designer shall require its consultants, including without limitation its civil engineer, structural engineer, plumbing engineer, HVAC engineer and electrical engineer, to visit and observe the Project as required or at the request of the Designer, of the same purposes during the progress of that portion the Town of North Andover RFQ Page 32 of 38 Stevens Estate — Facilities Master Plan Work, to which the consultant's services relate and to report in writing thereon to the Designer, and to visit and observe the Project again upon completion of such portion of the Work, to develop a punch list of incomplete or unsatisfactory items. The Designer shall submit to the Town a detailed written report of each site visit by the Designer and/or its consultants after such site visit. 1.5.2 The Designer shall attend weekly Project meetings and shall prepare and deliver to the Town and all other parties attending such meetings written meeting minutes. 1.6 The Designer shall not have control over or charge of and shall not be responsible for construction means, methods, techniques, sequences or procedures, or for safety precautions and programs in connection with the Work, since these are solely the Contractor's responsibility under the Contract for Construction. The Designer shall not be responsible for the Contractor's schedules or failure to carry out the Work in accordance with the Contract Documents. The Designer shall not have control over or charge of acts or omissions of the Contractor, Subcontractor, or their agents or employees, or of any other persons performing portions of the Work. 1.7 The Designer shall at all times have access to the Work wherever it is in preparation or progress. 1.8 Except as may otherwise be provided in the Contract Documents or when direct communications have been specially authorized, the Town and Contractor shall communicate through the Designer. Communications by and with the Designer's consultants shall be through the Designer. 1.9 Based on the Designer's observations and evaluations of the Contractor's Applications for Payment, the Designer shall review and certify the amounts due the Contractor. 1.10 The Designer's certification for payment shall constitute a representation to the Town, based on the Designer's observations at the site and on the data comprising the Contractor's Application for Payment, that the Work has progressed to the point indicated and that, to the best of the Designer's knowledge, information and belief, quality of the Work is in accordance with the Contract Documents. The foregoing representations are subject to an evaluation of the Work for conformance with the Contract Documents upon Substantial Completion, to results of subsequent tests and inspections, to minor deviations from the Contract Documents correctable prior to completion and to specific qualifications expressed by the Designer. The issuance of a Certificate for Payment shall further constitute a representation that the Contractor is entitled to payment in the amount certified. However, the issuance of a Certificate for Payment shall not be a representation that the Designer has (1) reviewed construction means, methods, techniques, sequences or procedures, (2) reviewed copies of requisitions received from Subcontractors and material suppliers and other data requested by the Town to substantiate the Contractor's right to payment or (3) ascertained how or for what purpose the Contractor has used money previously paid on account of the Contract Sum. Town of North Andover RFQ Page 33 of 38 Stevens Estate — Facilities Master Plan The Designer shall be familiar with the provisions of the Massachusetts General Laws for payment to contractors and shall submit to the Town, all requisitions for payment submitted by the General Contractor. With respect to each such requisition, he or she shall certify to the best of the Designer's knowledge that the percentage of work performed conforms with the Contract Documents. In the event that the Designer does not approve the requisition exactly as submitted by the General Contractor, said Designer shall forward it for payment to the Town dated, but unsigned, with an accompanying letter of explanation setting forth objections and recommended changes. Timely payments of General Contractors are required by General Laws, Chapter 30, Section 39K; therefore, the Designer shall establish office procedures assuring compliance with C. 30, Section 39K. The Designer shall receive and review, in connection with its review of the General Contractor's Applications for Payment, the weekly payroll records required to be submitted by the General Contractor pursuant to G.L. C. 149, §27B. Such review shall be for the purpose of determining that the amount of wages paid to laborers employed on the project is no less than the applicable prevailing wage rates established for the project by the Massachusetts Department of Labor and Industries. The Designer shall maintain, as part of the project records, one complete copy of such payroll records, and shall transmit to the Town, upon completion of the review provided for herein, the original weekly records as submitted by the General Contractor. The Designer shall promptly notify the Town if (1) Any payroll records submitted by the General Contractor do not represent payment of at least the applicable prevailing wage rates established for the project and (2) that the Designer knows, or has reason to believe, that the weekly payroll records submitted by the General Contractor do not accurately represent the wages actually paid to laborers employed on the project and that the General Contractor is not paying said laborers at least the amount of said prevailing wage rates. 1.11 The Designer shall have authority to reject Work which does not conform to the Contract Documents. Whenever the Designer considers it necessary or advisable for implementation of the intent of the Contract Documents, the Designer will have authority to require additional inspection or testing of the Work in accordance with the provisions of the Contract Documents, whether or not such Work is fabricated, installed or completed. However, neither this authority of the Designer nor a decision made in good faith either to exercise or not to exercise such authority shall give rise to a duty or responsibility of the Designer to the Contract, Subcontractors, material and equipment suppliers, their agents or employees or other persons performing portions of the Work. 1.12 The Designer shall review and approve or take other appropriate action upon Contractor's submittals such as Shop Drawings, Product Data and Samples, but only for the limited purpose of checking for conformance with information given and the design concept expressed in the Contract Documents. The Designer's action shall be taken with such reasonable promptness as to cause no delay in the Work, while allowing sufficient time in the Designer's professional judgment to permit adequate review. Review of such submittals is not conducted for the purpose of determining the accuracy and completeness of other details such as dimensions and quantities or for substantiating instructions for Town of North Andover RFQ Page 34 of 38 Stevens Estate — Facilities Master Plan installation or performance of equipment or systems designed by the Contractor, all of which remain the responsibility of the Contractor to the extent required by the Contract Documents. The Designer's review shall not constitute approval of safety precautions or, unless otherwise specifically stated by the Designer, of construction means, methods, techniques, sequences or procedures. The Designer's approval of a specific item shall not indicate approval of assembly of which the item is a component. When professional certification of performance characteristics of materials, systems or equipment is required by the Contract Documents, the Designer shall be entitled to rely upon such certification to establish that the materials, systems or equipment will meet the performance criteria required by the Contract Documents. 1.13 The Designer shall prepare Change Orders and Construction Change Directives, with supporting documentation and data if deemed necessary by the Designer, for the Town's approval and execution in accordance with the Contract Documents, and may authorize minor changes in the Work not involving an adjustment in the Contract Sum or an extension of the Contract Time which are not inconsistent with the intent of the Contract Documents. 1.14 The Designer shall conduct observations to determine the date or dates of Substantial Completion and the date of final completion, shall receive and forward to the Town for the Town's review and records written warranties and related documents required by the Contract Documents and assembled by the Contractor, and shall issue a final Certificate for Payment upon compliance with the requirements of the Contract Documents. 1.15 The Designer shall interpret and decide matters concerning performance of the Town and Contractor under the requirements of the Contract Documents on written request of either the Town or Contractor. The Designer's response to such requests shall be made with reasonable promptness and within any time limits agreed upon. 1.16 Interpretations and decisions of the Designer shall be consistent with the intent of and reasonably inferable from the Contract Documents and shall be in writing or in the form of drawings. 1.17 The Designer's decisions on matters relating to aesthetic effect shall be final if consistent with the intent expressed in the Contract Documents. 1.18 The Designer shall render written decisions within a reasonable time on all claims, disputes or other matters in question between the Town and Contractor relating to the execution or progress of the Work as provided in the Contract Documents. 1.19 The Designer's decisions on claims, disputes or other matters, including those in question between the Town and Contractor, except for those relating to aesthetic effect, shall be subject to mediation as provided in this Agreement and in the Contract Documents. Town of North Andover RFQ Page 35 of 38 Stevens Estate — Facilities Master Plan 1.19.1 After completion of the Project, the Designer shall visit and observe the Project at least once ten (10) months after its completion and advise the Town of any evidence of faulty materials or workmanship used in construction of the Project. 1.19.2 The Designer shall assist the Town in coordinating any required Contractor work during the one-year warranty period, such services to include, without limitation, interpreting the contract documents and visiting the site and observing the warranty work on a reasonable basis. 1. 19.3 The Designer shall receive and review all tests and documentation required to be submitted by the Contractor as a requisite to systems acceptance and shall ascertain that the Contractor has performed all system start-up and testing obligations in accordance with the Contract Documents prior to acceptance of Substantial Completions. Upon application for final payment received by the Designer, the Designer shall make a final inspection of the Project, the Work and all parts and components thereof, and shall ensure that all requirements of the Contract Documents have been met and satisfied. 1.20 AS THE CONTRACTOR SUBMITS OPERATING AND MAINTENANCE MANUALS, THEY SHALL BE REVIEWED AND APPROVED BY THE DESIGNER AND ITS CONSULTANTS, THEN ORGANIZED WITH THE SUBMITTALS AND SHOP DRAWINGS INTO A CSI FORMAT. THIS SHOULD ALSO INCLUDE START-UP AND OPERATING INSTRUCTIONAL VIDEOS AND OTHER EQUIPMENT INFORMATION. THE DESIGNER SHALL REVIEW ALL AS -BUILT DOCUMENTS FOR COMPLETENESS AND ACCURACY. 1.21 Before examining the Requisition for Final Payment submitted to the Town by the General Contractor and making any certification in response thereto, the Designer shall obtain from the General Contractor, record drawings, showing the actual installation of the plumbing, heating, ventilating and electrical work under the construction contract and all variations, if any. The Designer shall ascertain by his review that changes authorized by change orders as shown on the General Contractor's record drawings and on the applicable original reproducible, and shall submit to the Town, the complete set, as revised, which shall become the property of the Town. Two suitably bound legible copies of all original design and quantity calculations including those pertinent to change orders and show drawings if applicable shall be furnished by the Designer to the Town at the conclusion of the Construction Contract and prior to the expiration of the construction period. Town of North Andover RFQ Page 36 of 38 Stevens Estate — Facilities Master Plan CERTIFICATIONS CERTIFICATE OF NON -COLLUSION The undersigned certifies under penalties of perjury that this bid or proposal has been made and submitted in good faith and without collusion or fraud with any other person. As used in this certification, the word "person" shall mean natural person, business, partnership, corporation, committee, union, club or other organization, entity, or group of individuals. Signature Date Print Name & Title Company Name CERTIFICATE OF TAX COMPLIANCE Pursuant to Chapter 62C of the Massachusetts General Laws, Section 49A (b), I , authorized signatory for Name of individual Name of contractor do hereby certify under the pains and penalties of perjury that said contractor has complied with all laws of the Commonwealth of Massachusetts, and the Town of North Andover, relating to taxes, permit or other fees, reporting of employees and contractors, and withholding and remitting child support. Signature Date Town of North Andover RFQ Page 37 of 38 Stevens Estate — Facilities Master Plan CERTIFICATE OF VOTE At a duly authorized meeting the Board of Directors of the held on it was VOTED, THAT (Name) (Officer) of be and hereby is authorized to execute contracts and bonds in the name and on behalf of said , and affix its corporate seal hereto; and such execution of any contract or obligation in the name of on its behalf by such officer under seal of , shall be valid and binding upon that I hereby certify that I am the clerk of the above named and is the duly elected officer as above of said and that the above vote has not been amended or rescinded and remains in full force and effect as the date of this contract. (Date) (Clerk) Town of North Andover RFQ Page 38 of 38 Stevens Estate — Facilities Master Plan SPR CMR Designer Services Submit Confirmation State Publications and Regulations William am Francis Galvin, Secretary of the Commonwealth Page 1 of 2 The following Designer Service submission was successfully received. Planned date of publish is 10/26/2011 Awarding Agency —771 Agency Name and Address: Town of North Andover 120 Main Street North Andover, MA 01845 Project Number: Designer's Fee: JNegotiated Estimated Construction Cost: Time Period for Completed Project: Contact Information Ray Santilli, Assistant Town Manager _Name: Phone: 978-688-9516 1E Fax 978-688-9556 Email Address: rsantilli(�),townofnorthandover.com Notify email address listed when final publish date assigned. Contract Information Project: IlStevens Estate - Facilities Master Plan Scope: Selected architect will review all aspects of the main house, draft recommendations for improvements, develop scope of work, and detailed cost estimates. Specific Services :(all chosen) Deadline for Application Form*: Project Program Availability: Architect 11/21/2011 Time 2:00 p.m. October 26, 2011 at 11:00 a.m. Briefing Session: Wednesday, November 9, 2011 at 10:00 a.m. at the Stevens Estate Additional Information The complete Request for Qualifications document will be available at www.townofnorthandover.com by clicking on 'Available Bids, Quotes and Proposals' http: //www. sec. state.ma. us/sprpublieforms/D S SubmitConfirmation. aspx?ID=1183 4 10/18/2011 SPR CMR Designer Services Submit Confirmation This page can be printed for your records. Page 2 of 2 http://www.sec.state.ma.us/sprpublicforms/DS SubmitConfirmation.aspx?ID=11834 10/18/2011 INTEROFFICE MEMORANDUM TO: Kevin Willoe, Stephanie Jones DATE: November 22, 2010 Martha Larson, Eric Fralich FROM: Ray Santilli Assistant Town Manager SUBJ: Evaluations of `Stevens Estate — Facilities Master Plan' Proposals A total of seven (7) submissions were received in response to the Request for Qualifications for `Stevens Estate — Facilities Master Plan'. The following documents are included in this package: ♦ The complete Request for Proposals document; ♦ Seven (7) copies of the "Evaluation of On-line Bill Pay Services Submissions" form; Copies of each of the seven (7) proposals to evaluate. You will first need to read the Request for Proposals document to acquaint yourself with the stated requirements. I have included in the evaluation form the specific requirements for the comparative evaluation criteria. For each of the comparative evaluation criteria, you must score the proposal as either "highly advantageous" for 5 points, "advantageous" for 3 points, "least advantageous" for 1 point, or "does not meet" for 0 points. The last page of the evaluation form is a summary of the allotted scores for each proposal. If you have any questions, concerns and/or issues, please call me at 978-688-9516. COMPANY: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Minimum Criteria/Oualifications Each applicant must demonstrate that it meets the following minimum qualifications: 1) Minimum of five years experience in public projects of a similar nature for the principals assigned, specifically including work with historic municipal buildings in Massachusetts. In documenting this qualification, the applicant should describe the professional background of the firm and the extent of previous experience of firm personnel or consultants to be assigned to the project and identify the anticipated role that each will play in the project. 2) Knowledge of, and experience in, legal and administrative requirements, procedures, and practices related to the design, funding and construction of Massachusetts public building projects including the State Building Code, regulations of the Architectural Barriers Board and Massachusetts public building and procurement law. 3) Possess all necessary current licenses and registrations, either within the firm or through independent consultants, to qualify under Massachusetts' law to perform the function of the architect/designer of the projects. 4) Provide evidence of insurance for general liability, automobile, worker's compensation (statutory) and professional services liability, as required. 5) Provide detailed description of at least two recent similar projects on which the architect/ designer has performed similar services, identifying references with the owners of those projects as well as the personnel who worked on them and stating whether those individuals will be assigned to the Project. 6) Not be debarred under MGL c149, §44C or disqualified under MGL c7, §38D. 7) Submission of required statements and forms. ALL MINIMUM CRITERIA/QUALITIFCATIONS MET: YES NO Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 1 of 4 w Comparative Evaluation Criteria All proposals meeting the minimum criteria/qualifications will then be evaluated based upon the specific comparative evaluation criteria. The following point schedule will be utilized: Highly advantageous 5 points Response excels on the specific criterion Advantageous 3 points Response meets evaluation standard for the criterion Least Advantageous 1 point Response does not fully meet the criterion or leaves a question or issue not fully addressed Does Not Meet 0 points * Does not address the criterion * Proposal is automatically eliminated from further consideration if "0 points" is received in any category. A) Project Management Experience: Successful experience of firm or individual in the role of Architect/Designer in the Commonwealth of Massachusetts over the last five (5) years: ♦ Experience in completing four (4) or more municipal architect/design contracts will be considered Highly Advantageous (5 points) ♦ Experience in completing two (2) or three (3) municipal architect/design contracts will be considered Advantageous (3 points) ♦ Experience in completing one (1) municipal architect/design contract will be considered Least Advantageous (1 point) ♦ No experience in municipal architect/design contracts will be considered as Does Not Meet (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA A: B) Project Design and Availability: Ability of firm or individual to begin work immediately and maintain an intensive schedule to meet the Town's timetable: ♦ Developing presentation materials for these projects and able to devote sufficient resources to complete the projects according to the Town's timetable, and available by the beginning of December 2011 to begin contract work will be considered Highly Advantageous (5 points) ♦ Some experience in these areas but information provided leaves unsure of ability to devote sufficient resources and to meet the projects' timetables, and available by the beginning of January 2012 to begin contract work will be considered Advantageous (3 points) ♦ Demonstrate limited architect/design ability, but may be able to devote sufficient resources to complete the project in accordance with Town's timetable, and available by December 2011 to begin contract work will be considered Least Advantageous (1 point) ♦ Unable to devote sufficient resources to meet the project's timetable will be considered as Does Not Meet (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA B: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 2 of 4 C) Team and Key Staff: Qualifications and involvement of key personnel to be assigned to this project and the experience of such personnel in relation to successfully completing the role of architect/designer for projects similar in size and/or nature: ♦ Key staff that have at least seven (7) years of relevant experience in architect/design of historical buildings or an individual within the firm having nine (9) years relevant experience in architect/design of historical buildings in the public sector in the Commonwealth of Massachusetts will be considered Highly Advantageous (5 points) ♦ Key staff that have at least five (5) years of relevant experience in architect/design of historical buildings or an individual within the firm having seven (7) years relevant experience in architect/design of historical buildings in the public sector in the Commonwealth of Massachusetts will be considered Advantageous (3 points) Key staff that have less than five (5) years of relevant experience in architect/design of historical buildings or an individual within the firm having less than five (5) years relevant experience in architect/design of historical buildings in the public sector in the Commonwealth of Massachusetts will be considered Does Not Meet (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA C: D) Quality of References: References will be evaluated to identify the ability and quality of previous work as an architect/designer on historical buildings or successful experience of firm or individual in the role of architect/designer on historical buildings in the Commonwealth of Massachusetts over the last five (5) years: ♦ Achieving successful architect/design experience from four (4) or more previous contracts will be considered Highly Advantageous (5 points) ♦ Achieving successful architect/design experience from two (2) or three (3) previous contracts will be considered Advantageous (3 points) ♦ Achieving successful architect/design experience from one (1) previous contract will be considered Least Advantageous (1 point) ♦ No successful experience in any previous architect/design contract will be considered as Does Not Meet (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA D: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 3 of 4 COMPANY: SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D: TOTAL SCORE: NAME OF EVALUATOR: DATE: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY: `h/1AV 15 S(, u A a--& SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES ✓ NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: !� SCORE FOR COMPARATIVE EVALUATION CRITERIA B: � SCORE FOR COMPARATIVE EVALUATION CRITERIA C: S' S� SCORE FOR COMPARATIVE EVALUATION CRITERIA D: TOTAL SCORE: `l4 NAME OF EVALUATOR: DATE: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 3 COMPANY: so QITAXXX A nV ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES ✓ NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: J SCORE FOR COMPARATIVE EVALUATION CRITERIA B: 5 SCORE FOR COMPARATIVE EVALUATION CRITERIA C: 5 SCORE FOR COMPARATIVE EVALUATION CRITERIA D: TOTAL SCORE: 14 NAME OF EVALUATOR: 1,w. DATE: i150 1 6 Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 R 0 COMPANY: Out- SPErJL6-f- 6%�W M Q1 T1%4A4 A DV ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES / NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: - SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: S� SCORE FOR COMPARATIVE EVALUATION CRITERIA D: S - TOTAL SCORE: "YD NAME OF EVALUATOR: SWkVV-_ DATE: I k I3o I k Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY: -fbA SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES V/ NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: 5 SCORE FOR COMPARATIVE EVALUATION CRITERIA B: S SCORE FOR COMPARATIVE EVALUATION CRITERIA C: .Sr SCORE FOR COMPARATIVE EVALUATION CRITERIA D: TOTAL SCORE: % NAME OF EVALUATOR: ` I ' ` bL -r-- DATE: 1\ Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 e t COMPANY: 6ML6 6 MArlfJ 460D4A6 Ci TA41%4 A DV ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES V/ NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: 5 - SCORE SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: Y SCORE FOR COMPARATIVE EVALUATION CRITERIA D: 5 TOTAL SCORE: `LD NAME OF EVALUATOR: Ivy DATE: In Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 it COMPANY: NI6 k_1) 6feS_'10aO 4 SPe SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES / NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: 5" - SCORE FOR COMPARATIVE EVALUATION CRITERIA B: 5 SCORE FOR COMPARATIVE EVALUATION CRITERIA C: 5 SCORE FOR COMPARATIVE EVALUATION CRITERIA D: 5 TOTAL SCORE: 0�0 NAME OF EVALUATOR: DATE: �T Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 I COMPANY: ��,r, Me,? SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES ✓ NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D: TOTAL SCORE: NAME OF EVALUATOR: 4, • f 0 -kik l 5 y l� S S� Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 f t COMPANY: �S SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES r/ NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A. SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FORMPA 4 CO RATIVE EVALUATION CRITERIA D: TOTAL SCORE: NAME OF EVALUATOR: L� C/ LtL-- J DATE: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY: SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES v N0 SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D: TOTAL SCORE: NAME OF EVALUATOR: DATE: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY: 'e &r5 `1 u ' � Z SUMMARY ALL MINIMUM CRITERIA/Q UALIFICATIONS MET: YES V NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: 4 SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D. TOTAL SCORE: \� NAME OF EVALUATOR: DATE: I a' I Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 I. COMPANY: SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES /N0 SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: 3 SCORE FOR COMPARATIVE EVALUATION CRITERIA D: 3 TOTAL SCORE: , (1---7 1^ NAME OF EVALUATOR: G DATE: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET. YES VNO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: 1 SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D: 15 TOTAL SCORE: NAME OF EVALUATOR: DATE: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY: kU [ °j G � cl 4D SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES `/ NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: 3 SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D: TOTAL SCORE: l' l' NAME OF EVALUATOR: DATE: Ja 1 �l Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY: SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES / NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D: TOTAL SCORE: i U f r NAME OF EVALUATOR: "U"A C +Cctv� l G� DATE:Iq-�A ki Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 I 2 COMPANY-. /M SUMMARY ALL MINIMUM CRITERIA/QUALMICATIONS MET: YES NO TOTAL SCORE: I � 11 NAME OF EVALUATOR: MA 10 DATE: •\vAk\ - A) Evaluatian of 'Stevens Estate — Facilities Nfaster Plan' Submissiom Page 4 of 4 SCORE, FOR COMPARATIVE EVALUATION CRITERIA. A: 5 SCORE FOR COMPARATIVE EVALUATION CRITERIA B, 1 1 SCORE FOR COMPARATIVE EVALUATION CRITERIA C. SCORE FOR. COMPARATIVE EVALUATION CRITERIA D. TOTAL SCORE: I � 11 NAME OF EVALUATOR: MA 10 DATE: •\vAk\ - A) Evaluatian of 'Stevens Estate — Facilities Nfaster Plan' Submissiom Page 4 of 4 COMPANY: Aa"S� 4�Ar-pl SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE. COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE BIAWATION CRITERIA C: 5 SCOREJOR COMPARATIVE EVALUATION CRITERIA D: � TOTAL SCORE-: I �- NAME, OF EVALUATOR, DATE: o -I& /,/,( EValuatioll of `Stevens Estate — Facilities tvlaster Plats' Submissions Page 4 of 4 I COMPANY: QA[tq L651v4) SUMiNIARY ALL MINIMUM CRITERIA/QUALIFICATIONSMET: YES / Na SCORE FOR COMPARATIVE EVALUATIONCRITERJA A. 5 SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE- FOR COMPARATIVE EVALUATION CRITERIA C., SCORE FOR COMPARATIVE EVALUATION CRITERIA D: 5 NAME OF EVALUATOR: I <� TOTAL SCORE: 14 a Evaluation of'Stevens Emate, — Facilities:Mesmer Plan' Submissions Page 4 of 4 COMPANY: SUMMARY ALL MINIMUM CRITERIAJQUALIFIC.ATIONS MET: YES / NO SCORE FOR. COMPARATIVE EVALUATIONCRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA & SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR CON4PARATIVE EVALUATION CRITERIA D: TOTAL SCORE, NAME OF EVALUATOR: DATE: aALI�-- Evaluation of'Stolens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY: SUMMARY ALL MfNIMUM CRITERIA/QUALIFICATIONS MET: YES NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: ? SCORE FOR COMPARATIVE EVALUATION CRITERIA D: TOTAL SCORE: p NAME OF EVALUATOR, DATE: 1441,E Evaluation of 'Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY. - -� 4 A. - SUMMARY ALL MINIMUM CRITERIAIQUALIFICATIONS MET: YES /NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A. 5 - SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE, FOR COMPARATIVEEVALUATION CRITERIA C. 45 SCORE FOR COMPARATIVE ,VALUATION CRITERIA D: TOTAL SCORE�: NAME OFEVALUATOR, DATE. QA10 I � Evaluation of 'Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY: FA;m ALL MINIMUM CRITERIA/QUALIFICATIONS 4E I`: YES _ . NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRj,rER1A 8: SCORE FOR COMPARAI'lVE EVALUATION CRITERIA C: .5 SCORE FOR COMPARATIVE EVALUATION CRITERIA D. ,2o TOTAL SCORE, NAME OF EVALUATOR: Ll DATE: As W Evaluation or'Stevons Estate — Facilities Master Plan' Submissions Page 4 of 4 . c COMPANY: SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D: TOTAL SCORE: NAME OF EVALUATOR: DATE: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY: SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D. TOTAL SCORE: 11 NAME OF EVALUATOR: DATE: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 V 1 COMPANY: SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C. SCORE FOR COMPARATIVE EVALUATION CRITERIA D: ,- TOTAL SCORE: .,;w NAME OF EVALUATOR: DATE: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY: e*v'AC-G / i:�J- SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES L,,-' NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: S SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D: TOTAL SCORE: NAME OF EVALUATOR: �ou DATE: l �-- ' ( 6 -14 Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY: C1TX4X4AVV ?S ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES -k7zNO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D: -5 TOTAL SCORE: a�) �-v - NAME OF EVALUATOR: III d Jou DATE: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY: SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YESLZ NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: J SCORE FOR COMPARATIVE EVALUATION CRITERIA B: S SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D: NAME OF EVALUATOR: DATE: TOTAL SCORE: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 COMPANY: CiT11ANX4 A nA/ ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES NO _LZ SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D: 101 TOTAL SCORE: NAME OF EVALUATOR: Vcv A 4 6w4 p W,2 77 DATE: Evaluation of `Stevens Estate — Facilities Master Plan' Submissions Page 4 of 4 c.-- � • a i j �� r` \ j r_ '. --...�_�. — � - � �� ij ,a r_ '. --...�_�. — � - � �� �: .�� '- !s _ _.. i STEVENS ESTATE - � I' FACILITIES MASTER PLAN NOVEMBER 18,2011 Pi November 18, 2011 Z C) Mr. Ray Santilli U) Assistant Town Manager o 120 Main Street M North Andover, MA 01845 `^ Dear Mr. Santilli: We are pleased to submit our proposal to provide architectural services for the following project: Stevens Estate - Facilities Master Plan. The proposal includes all the requested information organized into the following sections: ISSUES which includes a brief discussion of existing conditions, a proposed scope of services, and a proposed schedule. FIRM which includes a firm description, staff resumes, a financial statement, and an insurance certificate. TEAM which includes consultants' resumes and project experience. PROJECTS which includes lists of historical building projects, current projects, and public sector projects from the last five years and descriptions and graphics of recent relevant projects. REFERENCES from previous clients. FORMS which are all the completed required forms. CD with samples of recently completed studies. FEE in a separate sealed envelope. Undoubtedly, you will receive many proposals from firms whose statistics qualify them for this project. But, distinguishing ourselves from the others, I would like to underscore the strengths of our firm which go beyond simple vital statistics: Personal Service Unlike other firms which introduce you to the principal during the interview, but later delegate the work to less experienced personnel, we provide continuous, personal service from our principal throughout all phases of work. A good project, after all, results directly from the individuals performing the work. 339 BOSTON POST RD, SUDBURY, MA 01776 P:978.443.6383 F:978.443.1360 KANGARCHITECTS.COM Contextual Design Unlike other firms which offer the same solution to all projects of a certain type, we address the uniqueness of each client, each site, and each community. The result is a responsible design which functions well, complements its surroundings, and reflects the values of the community. AF Commitment to Process Unlike other firms that are more interested in a trophy design product, we practice architecture as an interactive process, where open dialogue amongst all project participants is solicited and encouraged. The completed project is one in which everyone can take credit and share pride. z Public Sector Experience Unlike other firms which pursue public projects as safe harbors in a weak economy or as fillers in a marketing strategy, we work to maintain a respected reputation because we have made a long term commitment to working in the public sector. Experienced in all facets of the public construction process, we guide our clients through the confusion with clarity and facility. We specialize in projects in the public sector and for non-profit organizations because we believe in bringing good design and service to those clients and users who traditionally have had the greatest need, but the fewest resources. Good solutions need to be thoughtful, but not necessarily expensive. Our portfolio includes many historical municipal facilities. Several have required approval from local and state historical commissions. The town halls in Sherborn, Ashburnham, Spencer, Bolton, and Westford, the Conant Public Library, and the new Shrewsbury Fire Headquarters are all located in historical districts. Wakefield's Town Hall and Americal Civic Center are both listed on the National Register. Historic New England holds the deed restrictions to the Josiah Smith Tavern in Weston. Recently, we received unanimous approval from Boston Landmarks for new handrails at the Boston Public Library, designed by McKim Meade and White. We also completed a study to provide handicapped access to Fanueil Hall and Boston City Hall. Similar to your building, the town halls in Ashburnham, Oxford, Wakefield, and Bolton, the Conant Public Library and the Americal Civic Center are all masonry bearing wall structures that date to the late 191h century. The scopes of these projects have included exterior envelope improvements, building systems replacement, interior re- planning and re -design, code upgrades, and handicapped access modifications. Our familiarity with this type of structure, in particular, and historical buildings, in general, provides us with the ability to anticipate some common renovation problems and issues. Yet, each building, each site, and each community is distinct and a unique design is required for each project. We excel in the design and management skills needed to successfully complete your project. Our designs combine functionality, good technical performance, easy maintenance, and aesthetic appeal. Our record of estimating and controlling construction costs is excellent. We are current on code requirements. Through our work in the public sector, we have been involved in various types of community processes. We are accustomed to simultaneously working with building committees, user groups, funding agencies, and municipal boards to build consensus. We are accustomed to making presentations at public meetings. Since 2002, we have successfully assisted in securing project funding in 8 of the last 9 presentations we have made to Town Meeting. Several of our projects have benefitted from alternative sources of funding, including CPA (Community Preservation Act) and CDBG (Community Development Block Grant). During construction, we relentlessly advocate for our clients to ensure a successful project is delivered by the general contractor. We invite you to visit our website <www.kangarchitects com> to learn more about our firm. We are familiar with the local area, having successfully completed two projects for the Town, the Town Hall and the Stevens Pond Pavilion. For our small firm, each and every project is important and receives high priority attention. We approach all our work with integrity and dedication. We have the capability and manpower to complete your project in a timely and professional manner. With our enthusiasm and efficiency, we guarantee you better quality service than any of our competitors. We look forward to the opportunity to prove our claims to you. Yours truly, Kaffee Kang President ISSUES EXISTING CONDITIONS Developing a good master plan for the Stevens Estate must begin with identifying and understanding exist- ing conditions. The following ele- ments have been identified through a reading of the Request for Qualifi- cations (RFQ), the project briefing, and our experience with projects of this nature. Questions and concerns have been raised to stimulate further consideration. This very preliminary analysis attempts to identify the ma- jor building components, but does not reflect a comprehensive investi- gation of the facility. Site The site is a bucolic setting at the top of Osgood Hill. (See Figure 1.) A picturesque stone gatehouse marks the entrance to the estate. The long winding driveway leads up to the main house from the west side. A small gardener's house is located east of the main house. Unfortu- nately, this structure is in extremely poor condition and the reported plan is to demolish it. Two long green- houses, running in the north -south direction, were once attached to the gardener's house. (See Figure 2.) A generous parking lot now occupies the space of the greenhouses and some bygone gardens. A large patio has replaced the original garden lined circular lawn area at the back of the house. The estate also in- cludes a stable and carriage house to the northeast of the main house. Building Design Dating to approximately 1885, all the buildings on the estate were de- signed by Boston architects Hartwell and Richardson. Although Richard- son had no relation to H. H. Richard- son, the buildings clearly pay hom- age to the Romanesque Revival and Shingle Style made famous by the great American architect. The main house is basically a large rectangular mass, oriented with its long axis in the east -west direction. The rectangle, however, is camou- flaged by a variety of architectural elements including turrets, dormers, porches, gables, chimneys, and arches. All of these features share a similar style and yet each is dis- tinctly unique in its design. Their distribution around the building ap- pears almost haphazard, helping the design feel organic or natural in character. These elements also add human scale while reducing the per - Figure 1: The bucolic Stevens Estate. Figure 2: Original landscape. Figure 3: HP ramp and porte-cocUre. Fid: Open brick joints. ceived overall size of the entire building. This subtle fragmentation of the whole allows exterior of the house to be experienced in a collec- tion of vignettes. Around 1960, a 1 -story function room was added on the south side of the building. Although it provides a much needed large interior space, the addition is neither sensitive to the original architecture nor appeal- ing in its own right. There are three entrances to the original building and one to the ad- dition. A pre -fabricated handi- capped ramp on the north side leads to the original servants' entrance. (See Figure 3.) The main visitors' entrance is under an arched porte- cochere, that is too small to accom- modate modern vehicles. A third entrance on the south side leads from the gardens and back patio. Exterior Envelope The exterior materials are almost monochromatic with green accents from the copper flashings and trims. The red brick features a wide pat- terned frieze above the second floor windows. Brownstone belt courses of various widths wrap around the house, above and below windows. And the roofs and dormer walls are covered in red slate. Gutters, lead- ers, flashings, and roof trims are cop- per that has oxidized to a bright green patina. Wood windows are single glazed with exterior storm sash. Selected for their durability, many of the exterior materials can still pro- vide many useful years of protection for the building, if needed repairs are made and then maintained. The goal of all exterior improvements should be to preserve and restore the origi- nal historical character of the build- ing. The walls are likely solid load- bearing brick masonry supporting wood floor and roof framing. As both structure and enclosure, the maintenance and restoration of the masonry is particularly important. Generally, the exterior brick is in fair to poor condition. There are several areas with open mortar joints and even missing brick. (See Figure 4.) Selective re -pointing and/or repairs will be required, but luckily there is no clear evidence of serious struc- tural damage. The exterior walls would greatly benefit from a thor- ough and complete cleaning to pro- tect the brick and brownstone from the deleterious effects of environ- mental pollutants. Sealing the exte- rior brick is not recommended so that vapor and moisture are not trapped. There are several very tall brick chimneys. Their unsupported height are concerning and should be evaluated by a structural engineer. The slate roofing and wall tiles ap- pear to be in fair condition. Slate tiles are extremely durable if they are maintained. A careful inspection and replacement of broken or failing tiles is recommended. In evaluating existing slate, the condition of the roofing nails should not be over- looked. Corroded nails can cause tiles to fall and break. The existing copper components ap- pear in fair condition. There is some surface staining that is not attractive, but does not necessarily indicate de- terioration. Careful cleaning of the copper is possible to gently remove surface stains. Missing downspouts and corroded flashings should be replaced. (See Figure 5.) A pre- patinated copper can be used to pro- vide an oxidized green color to match the existing aged copper. The wood windows are in poor con- dition and very energy inefficient. Restoration and the installation of interior energy panels is the preser- vation strategy recommended by the Department of Interior. However, Fid: Missing copper downspout and stained brownstone trim. Fid: Simple wood windows with exterior storm sash. 3VCVCM3MALL 050000 MILL COMICLCNCC CLNICu. 603TON 01EYLL311Y rAiy Difil rG floor OSGWO SI.LLT W. •YpOYCL. r•aSACNOSLTTS DIS• •OOr S �TILI•GC •04CX alsO�Ma SwLL RI CX lO0 DIRItc glow L f X � CIS 1.5/0N R•ILOR. A ■ — MALS 1■■■ �Y � I � � .c�{_� I e.ecot D Figure 7: First floor plan. MUSIC PLOOM ■ I ........ T.;__« IILST FLOOL PLAN this approach sacrifices some energy efficiency and compromises func- tionality for historical accuracy. Considering the existing windows are very plain and lack any real dis- tinctive characteristics, full replace- ment should be considered. (See Figure 6.) Many options are avail- able with aluminum clad wood win- dows providing a combination of easy maintenance, good insulating value, and historical profiles and sightlines. Interior The interior layout on each of the three floors is organized around a main east -west corridor. (See Figure 7.) Rooms are nicely proportioned and feature fireplaces, arched open- ings, wood paneling, stained glass, and even a built-in organ in the mu- sic room. The interior finishes have been carefully restored and main- tained through the years and, as Fi_ ug re 8: Unsightly retrofitted shower compartment. such, in good condition. The third floor, having not received the same level of attention, may benefit from some cosmetic improvements. The only spaces that obviously and des- perately require updating are the bathrooms. (See Figure 8.) Building Systems The building's heating system is an- tiquated and there is no central cool- ing system. In the basement, there is an old abandoned boiler with what appears to be asbestos breeching. The active steam boiler is fed by four oil tanks. Steam heat is difficult to modulate and, because of the high temperatures, corrodes distribution piping much more quickly than hot water. As such, a new, more effi- cient hot water boiler should be con- sidered. There is no mechanical ven- tilation or central cooling. Luckily, the existing building is not very air tight. But if windows are replaced and infiltration is reduced signifi- cantly, air quality when the windows are not open may become a problem that needs to be addressed. PROJECT APPROACH Finding good solutions for the Ste- vens Estate must begin with careful investigatory work and listening to the concerns expressed by the build- ing committee. Building compo- nents and systems will be evaluated for durability, cost, and ease of main- tenance. Design options will be pro- posed with the goal of preserving the historical character of the building. With this underlying goal clearly defined, we offer the following de- scription of our approach to the pro- ject. Whenever work is considered for an existing structure, a general assess- ment of the building is critical. Structural deficiencies must be iden- tified. The next most important as- pect to observe is the building enve- lope. This includes the roofing, exte- rior walls, windows, and flashing systems. If the building envelope, along with the structure, are basi- cally in good condition, other repairs and renovations are worth the in- vestment. Building systems will be assessed by our engineering consult- ants. Heating, plumbing, fire protec- tion, and electrical systems will be evaluated and upgrades proposed as required. Hazardous materials may be present and have to be tested. In gathering information, we will review existing drawings and docu- ments. Photographs will be taken to document observations made during site visits. Only principals and li- censed professionals with extensive construction and historical building experience from our firm and our consultants' offices will be involved in this phase of work because it is imperative that knowledgeable and experienced professionals make the direct observations. Our evaluations of the existing conditions will iden- tify not only technical problems, but also design and functional problems. In considering upgrades to the exist- ing building, a careful code analysis is essential. Code violations, includ- ing life safety and Massachusetts Architectural Access Board (MAAB), must be identified and evaluated. The Americans with Disabilities Act (ADA) applies to many aspects of building and site design. Fire sepa- rations and assemblies, egress com- ponents, and fire detection and sup- pression must be reviewed carefully. We are familiar with all these codes and have extensive experience deci- phering their requirements. Before capital investments are made to the existing facility, a sensible master plan needs to be developed. Proposed improvements will be pri- oritized according to urgency and need and evaluated in terms of cost effectiveness. Consulting engineers will make recommendations for building systems. A detailed cost estimate will be prepared for all components of the proposed scope of work. We will work closely with the building committee to make prudent selections of interior and exterior materials by discussing advantages and disadvantages of various choices. We will discuss options for heating and cooling systems, includ- ing energy efficiency and life cycle costs. 9 PROPOSED SERVICES Understanding that the primary ob- jectives of the master plan are to de- velop a prioritized scope of upgrades and improvements and develop an accurate cost estimate for this work, we propose to provide the following basic services. Tasks highlighted in italic are additional available ser- vices which would not be included in the basic contract, but may be re- quired and could be provided as an additional service. 1. Review available existing re- ports, data, and drawings. 2. Investigate building with con- sulting engineers. 3. Interview maintenance staff. 4. Identify and oversee destructive explorations as required. 5. Perform code analyses. 6. Coordinate hazardous materials inspections. 7. Document existing conditions. 8. Develop scope of recommended improvements for the exterior. 9. Develop scope of recommended improvements for the interior. 10. Develop recommendations for building systems. 11. Present and discuss recommen- dations to building committee. 12. Secure approval from historical commission. 13. Prepare outline specifications for proposed improvements. 14. Prepare preliminary cost esti- mate for proposed improve- ments. 15. Coordinate work of all consult- ants. 16. Prepare a report with written, photographic, and graphic docu- mentation. 17. Prepare a Powerpoint presenta- tion. 18. Attend public hearings or meet- ings as requested. Should funding for the master plan be approved, we are prepared to provide the following services to shepherd the project to successful completion. Design The objective of this phase is to de- finitively develop a scope of im- provements that can be accom- plished with the approved budget. The tasks required are: 1. Review priorities with building committee. 2. Discuss existing occupancy pro- cedures. 3. Discuss bidding strategies. 4. Develop scope of work with building committee. 5. Develop improvements in more detail. 6. Update cost estimate. 7. Coordinate work of all consult- ants. Contract Documents The objective of this phase is to pre- pare documents suitable for competi- tive bidding and of sufficient detail to minimize change orders during construction. The tasks required are: 1. Develop a full set of architectural drawings on AutoCAD. 2. Develop a Project Manual includ- ing bidding documents and tech- nical specifications. 3. Identify Filed Sub -bids, as appli- cable. 4. Propose Alternates for bidding, to maximize budget. 5. Submit documents for prelimi- nary review by code enforcement authorities. 6. Submit progress sets of docu- ments for review by building committee. 7. Coordinate work of all consult- ants. Bidding The objective of this work is to select the lowest qualified bidder while fully complying with public bidding laws (M.G.L. Chapter 30 or 149). The tasks required are: 1. Advertise in the Central Register and local newspaper. 2. Deliver Bid Sets for distribution. The cost of reproducing Bid Sets is a reimbursable expense. 3. Attend a pre -construction confer- ence. 4. Issue addenda in response to questions from prospective bid- ders. 5. Attend Filed Sub -bid opening, as applicable. 6. Tabulate Sub -bids and distribute to general bidders, as applicable. 7. Attend General Bid opening. 8. Check references, return bonds, and make recommendation for the award of contract. 9. Notify Central Register on the award of contract. Construction The objective of this phase is to en- sure the project is executed in accor- dance with the Contract Documents. The tasks required are: 1. Review construction and report progress to the building commit- tee. 2. Attend and conduct job meetings and prepare meeting notes. 3. Solve field problems, answer GC's questions, and prepare sketches as required. 4. Process change orders as re- quired. 5. Review shop drawings and sam- ples. 6. Prepare punch list. 7. Review close-out documents. PROPOSED SCHEDULE Week Activities 1 Meet to discuss project and goals. Review existing available documentation. Discuss and review project schedule. 2 Visit building with engineers. Take field measurements, as required. Meet with maintenance staff. 3 Develop base CADD drawings. 4 Develop recommended scope of repairs and improvements. Conduct code analysis. 5 Meet to discuss recommended repairs and improvements. Discuss alternates and bidding strategies. 6 Secure approval from historical commission. 7 Prepare outline specifications. Prepare documents for cost estimator. Revise and further refine scope of work. 8&9 Prepare cost estimate. Prepare written report. 10 Meet to discuss cost estimate. 11 Submit draft report for review. 12 Issue final report. FIRM z D O D KANG ASSOCIATES, INC. Kang Associates, Inc. is a full service architectural firm. We specialize in pro- jects in the public sector and for non-profit organizations because we believe in bringing good design and service to those clients and users who traditionally have had the greatest need, but the fewest resources. Good design needs to be thoughtful, but not necessarily expensive. Our firm was established to practice architecture first and foremost as a service, not a business nor an art. Our reputation is built upon a balanced approach. Design, budget, and schedule all receive equal emphasis and attention. Each project is managed by a single project manager throughout all phases of work. This ensures continuity from conceptual design ideas through the final punch list. We have established a record of successful projects and satisfied clients. Our extensive and diverse project experience includes renovations to many histori- cal buildings. We are accustomed to working simultaneously working with volunteer building committees, varied user groups, multiple funding sources, and administrative staff to build consensus. The firm is certified by the Massa- chusetts Supply Diversity Office (SDO) as a Minority Owned Business Enter- prise (MBE) and a Women Owned Business Enterprise (WBE). After working for three nationally renowned architectural firms and a highly respected construction management company, Kaffee Kang established her own firm in 1986. She holds a Bachelor of Arts degree from Harvard Univer- sity and a Master of Architecture degree from the University of Pennsylvania. With over 30 years of architectural experience, Kaffee is also a LEED Accred- ited Professional. KANG ASSOCIATES, INC. KAFFEE KANG Massachusetts Registration #5287 Kaffee has over 30 years of professional experience in architecture. She has LEED Accredited Professional worked on institutional, commercial, and residential projects of various scales University of Pennsylvania in both public and private sectors. With diverse skills in design, technology, Master of Architecture, 1978 and management, she has a proven record of achievement in design excel- lence, technical competence, successful project management, and thorough Harvard University service. Bachelor of Arts, 1975 FERZIN ENGINEER The newest member of the firm, Ferzin has almost 20 years of experience that Massachusetts Registration #50205 includes working for some of the most respected architectural firms in the Bos- LEED Accredited Professional ton area. Her facility in design, detailing, and coordination has been acquired through her extensive and intense involvement in larger institutional and com- University of Bombay mercial projects. She is skilled in the newest technologies, including Building Bachelor of Architecture, 1993 Information Management (BIM). JENNIFER PINCUS Joining our firm in 2006, Jennifer has over 25 years of experience in all phases Registered, District of Columbia of project development, from project programming through construction ad- ministration. She has proven team leadership skills with in-house staff and Rensselaer Polytechnic Institute consulting engineers. Her attention to detail and coordination of documents Bachelor of Architecture, 1985 is unmatched. Bachelor of Science, 1984 HEATHER OLDROYD COCKER Since joining our firm in 2001, Heather has been an important contributing Norwich University member of design teams working on institutional and residential projects of Master of Architecture, 2000 various scales in both public and private sectors for more than 10 years. Her Bachelor of Science, 2000 design expertise includes selecting color schemes, products, and finishes for various project types. Her diverse technical skills include writing specifica- tions and construction administration. Her project management skills are val- ued by clients and respected by general contractors. TERRENCE HEINLEIN Massachusetts Registration#4104 Since 1998, Terry has worked in close association with our. firm in various ca- Registered in RI, ME, NH, VT, CA pacities. With almost 40 years of experience in institutional, commercial, and NCARB certification residential projects of all types and scales, he has unmatched skills in coordi- nating multi -disciplinary teams, managing complex projects, and interfacing University of Pennsylvania with jurisdictional authorities. His extensive construction knowledge is an Master of Architecture, 1972 invaluable resource and his practical approach is a vital asset to the firm. Bachelor of Arts, 1968 B. Clark Taylor CERTIFIED PUBLIC ACCOUNTANT 321 BOSTON POST ROAD SUDBURY, MASSACHUSETTS 01776 TELEPHONE (978) 443-4277 To the Stockholder Kang Associates, Inc. Sudbury, Massachusetts I have compiled the accompanying statements of assets, liabilities and stockholder's equity - income tax basis of Kang Associates, Inc. (an S -corporation) as of December 31, 2010 and 2009 and the related statements of revenue, expenses and retained earnings - income tax basis the years then ended, in accordance with Statements of Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. The financial statements have been prepared on the accounting basis used by the Company for federal income tax purposes, which is a comprehensive basis of accounting other than generally accepted accounting principles. A compilation is limited to presenting in the form of financial statements information that is the representation of management. I have not audited or reviewed the accompanying financial statements and, accordingly, do not express an opinion or any other form of assurance on them. Management has elected to omit substantially all of the disclosures ordinarily included in financial statements prepared on the income tax basis of accounting. If the omitted disclosures were included in the financial statements, they might influence the user's conclusions about the Company's assets, liabilities, stockholder's equity, revenues and expenses. Accordingly, these financial statements are not designed for those who are not informed about such matters. B. CCark7ayfor, CP.A April 6, 2011 KANG ASSOCIATES, INC. STATEMENT OF REVENUE, EXPENSES AND RETAINED EARNINGS - INCOME TAX BASIS FOR THE YEARS ENDED DECEMBER 31, 2010 AND 2009 See accountant's compilation report. 2010 2009 Revenue $ 416,228 $ 560,920 Expenses Salaries and wages 224,085 218,125 Consultants and contract labor 132,066 145,362 Insurance 12,458 10,993 Retirement 37,204 36,410 Occupancy 26,585 24,041 Office and postage 12,555 11,102 Legal and professional fees 3,640 1,925 Charitable contributions 3,690 - Telephone 2,760 2,081 Supplies 2,522 - Payroll taxes 14,628 16,993 Auto/travel 2,125 1,903 Other expenses 422 166 Total expenses 474,740 469,101 (58,512) 91,819 Other income - interest 1,127 2,495 Net Income (57,385) 94,314 Retained Earnings (Accumulated Defict)- Beginning of Year 206,914 112,600 Distributions to sharehodler 32,875 - Retained Earnings - End of Year $ 116,654 $ 206,914 See accountant's compilation report. �Fbr CERTIFICATE OF LIABILITY INSURANCE °11117/2011 THIS CERTIFICATE IS ISSUED AS A MA ER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER, IMPORTANT, K the certificate holder Is an ADDITIONAL INSURED, the policy(les) must be endorsed. If SUBROGATION IS WANED, su*d to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate doss not collier rights to the certificate holder In lieu of such endorsemen s . PRODUCER BIXBY INSURANCE AGENCY, INC. P.O. BOX 830 651 PUTNAM PIKE GREENVILLE, RI 02828 MAMA' ROBERT P. BIXBY CPCU PON 401/949-2120 F NI: 401/94M77 A INSURERS AFFORDING COVERAGE NAIC / INSURER A: VALLEY FOGE INSURANCE COMPANY INSURED KANG ASSOCIATES, INC. 339 BOSTON POST ROAD SUDBURY, MA 01776 l�fl�flSL/�CQ �![,T, C,A IT!` �,I f�Iscs. •wni .a INSURER B: RLI INSURANCE COMPANY INSURER C: CONTINENTAL CASUALTY INSURER (Y INSURER E: INSURER F: _—____-__ ___- _-_. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. !LTR TYPE OF INSURANCE INI3R BR POLICY NUMBER MY EXP LSrRS A GENERAL LLABILJTY X COMMERCIAL GENERAL UABIUTY CLAIMS -MADE I A I OCCUR 1074045674 09115/11 09/15/12 EACH OCCURRENCE 1000,000 1 ocusnepe} i 300,000 MEDEXPWvonepwm) $ 10.0w PERSONAL aAvv INJURY $ 1 000 000 GENERAL AGGREGATE i 2,000,000 riGEN'L AGGREGATE UMI T APPLIES PER: POLICY JE&- F7 LOC PRODUCTS - ODM! NOP AGO S 2.000.000 A AUTOMOBILE LJA WTY ANY AUTO Ep AAMS"M AUTOSU�D X HIRED AUTOS X 06JD 1074045674 UNDER GENERAL LIABILITY EACH OCCURENCE LIMIT 9115111 09/15/12 -few) NULE LIMIT BODILYINJURY(PsrPwwI S BODILY INJURY (w-wd" S t'gV =PAMAGEs _ UMBRELLA LUtB OCCUR EXCESS LLAB HCLAIMS-MADE EACH OCCURRENCE AGGREGATE T DEC RETENTION S = C WORKERS COMPENSATION AND EMPLOYER$ LIABILITY YINX ANY �P�RgO�PRIgIETgOER�MARTNERrpIECUTIVE❑ IandaEaY IeMNH1 EXCLUDED? K s,ONOF OPERATIONS below_ DES RIPTI N OF RIPTI MIA 4029373842 09/21/11 6112111 09/21/12 6/12112 E.L. EACH ACCIDENT = 1000,000 E.L. DISEASE -EA EMPLOYEE 9 1,OOC1,000 ELDISEASE- POLICY LIMIT S 1,000,000 $1,000,000 PER CLAIM/ AGGREGATE B PROFESSIONAL LIABILITY RDP0004255 DE36IGPTION OF OPERATIONS I LOCATIONS I VEHICLES (ABeeh ACORD 101, AddIdonal Romab Mottle, B mom apace Is nWkvcq TOWN OF NORTH ANDOVER SHOULD ANY OF THE ABOVE DESCRIBED POU=$ BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 120 MAIN STREET ACCORDANCE WITH THE POLICY PROV161ON8. ANDOVER, MA 01845 AUTHORIZED REPRESENTATIVE r 1OW-201 0 D CORPORATION. All rights reserved ACORD 25 (2010105) The ACORD dame and logo are registered mamas of ACO TEAM 2150 Washirigtffn street New[On MA 02462 Foley Buhl Roberts T 6117�527,9603,,Q strrr� 1 rat 8. ASSOCIATES ATES INC Nevvion MA vf,'ic�s ir: Manchester NH Ai?anW GA RESUME iw',NW.ibra.=agn JONATHAN D. BUHL P.E. Principal -in -Charge EDUCATION B.S. Civil Engineering, Cornell University, 1973 M. Eng. Structural Engineering, Cornell University, 1974 PROFESSIONAL EXPERIENCE 1974 Souza and True, Inc., Cambridge, MA, Engineer 1980 Souza and True, Inc., Cambridge, MA, Vice President 1985 Foley and Buhl Engineering, Watertown, MA, Partner 1986 Foley and Buhl Engineering, Inc., Watertown, MA, Vice President 2005 Foley Buhl Roberts & Associates, Inc., Newton, MA, Vice President 2006 Foley Buhl Roberts & Associates, Inc., Newton, MA, President ENGINEERING REGISTRATIONS Massachusetts #30173 Georgia Maine New Hampshire New Jersey New York North Carolina Pennsylvania Rhode Island Tennessee PROFESSIONAL ASSOCIATIONS American Concrete Institute American Institute of Steel Construction Association for Preservation Technology International Boston Association of Structural Engineers LECTURES AND PRESENTATIONS AISC Annual Breakfast Meeting, Guest Speaker, 1983 AISC Design Lecture Series, Guest Lecturer, 1984 AISC Composite Construction Seminar, Guest Lecturer, 1990 TECHNICAL PUBLICATIONS Modern Steel Construction, "155 Federal Street: Molding Today to Yesterday", Published 1 st Quarter/1983 Foley�u1 Roberts structural t A SSOCIA (E S INO engineers Mn SELECTED PROJECTS HISTORIC BUILDING RENOVATIONS Harvard University Boston Public Library Austin Hall (1883) McKim Building (1888, NR# 73000317) Cambridge, MA Boston, MA Renovations Restoration, Renovation and Alterations Historic Building Renovation Proiects Amherst College, Amherst, MA Charles Pratt Hall (1883) Belmont Town Hall (c.1882), Belmont, MA Bigelow Commons, Enfield, CT Bigelow Carpet Mills (1828) Boston Public Library, Boston, MA McKim Building (1888, NR# 73000317) Concord Academy, Concord, MA Elizabeth B. Hall Chapel (c. 1845) Cornell University, Ithaca, NY Lincoln Hall (1888) Myron Taylor Hall (1937) Dartmouth College, Hanover, NH Baker Library (1928) The First Church in Belmont, Unitarian Universalist (1896) Belmont, MA Fogg Library, Weymouth, MA Building Envelope Restoration (1898, NR# 81000113) Harvard University, Cambridge, MA Austin Hall (1883) Boylston Hall (1871) Langdell Hall (1907) Manchester City Hall, Manchester, NH (1845, NR# 75000233) Meekins Public Library, Williamsburg, MA (1897, MHC# WLM.19) Cornell University Lincoln Hall (1888) Renovations, Alterations and Additions Ithaca, NY To provide the Department of Music with need - specific space, the interior of Lincoln Hall was extensively renovated (45,000 SF, wood framed and masonry bearing wall building) and a new, five -story 39,000 SF freestanding wing designed to blend gracefully with the existing structure was constructed. There are several free floating, vibration isolated acoustic slabs in practice rooms. The new building has a brick fagade and dormered slate roofs to match the existing build- ing. The structural scheme is a composite steel braced frame on conventional shallow founda- tions. Construction cost approximately $19.OM. 2150 Washington St. Newton MA 02462 T',617-527-9600 F •617.527.9606 '500 -Commercial St Manchester NH 03101 T 603-622-4578 F .603.622.4593 2401 Magnolia Springs Ct. Atlanta GA 30345 T,770.939-3480 F 770.818.5880 Rev. 120809 www,fbra.com l I Historic Buildinq Renovation Proiects Milano Senior Center, Melrose, MA Beebe Estate Carriage House (1897, NR# 81000116) Public Service Co. of New Hampshire, Manchester, NH Manchester Steam Plant (1909) Redwood Library and Athenaeum, Newport, RI (1750, NR# 66000015) Silver Mill Apartments, Manchester, NH F.M. Hoyt Shoe Manufacturing Company (1916) Springfield Technical Community College, Springfield, MA Springfield Armory, Building 11 (1808, NR# 66000898) Turner Hill, Ipswich, MA Rice Estate Mansion (1903) Velvet Mill Apartments, Manchester, CT Cheney Mill (1838) Waltham Public Library (1915), Waltham, MA Wesleyan University, Middletown, CT '92 Theater (1868) Memorial Chapel (1871) Westford Town Hall, Westford, MA Renovations and Addition (1870) Wheelock College, Brookline, MA Wightman House (1902) Whitinsville Mill and Forge, Whitinsville, MA The Brick Mill (c.1826) and the Old Forge (MHC# NBD.25) Yale University, New Haven, CT Sterling Memorial Library (1930) Rev.120809 Foley R� Roberts structural ASSOCIA f ES INC engineers SELECTED PROJECTS HISTORIC BUILDING RENOVATIONS Wesleyan University Memorial Chapel (1187 1) &'92 Theater (1868) Renovations, Restoration and Addition Middletown, CT The Memorial Chapel and '92 Theater are two of the most prominent buildings on the Wesleyan Campus. Each building required com- prehensive restoration of the building envelope, as well as extensive renovations and alterations to their interior. In particular, the Memorial Chapel required reinforcing of first floor framing and supports, and a new walkway and raised platform at the Gallery Level. Construction of a new one-story with basement transparent struc- ture, approximately 7,000 SF, links the two buildings to provide access and needed commu- nal space. Construction cost approximately $18.OM. Amherst College Charles Pratt Hall (1883) Amherst, MA Renovations, Addition and Adaptive Re -use ..2:150 VVashington St. 'Newton MA 02462 T''617+527.9600 F .617'527.9606 500'Commercial St. ManthesterNH 03101 T..603.622 4578 `F 603.622.4593 2401. Magnolia Springs Ct. Atl8nta'.GA 30345 T .770.939.3480 Fr ­770`:818:5880 www.fbra.com E RV 4M r_ g 197 Quincy Ave Braintree, MA 02184 Phone: (781) 848-4464 Fax: (781) 848-2613 E-mail: bmacritchie@macritchie.net Bruce B. MacRitchie, P.E. President EDUCATION BSME, Northeastern University MBA, Northeastern University PROFESSIONAL Professional Engineer: Connecticut, Delaware, Georgia, Indiana, Massachusetts, Maryland, Maine, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Virginia, Vermont and the District of Columbia. American Society of Heating, Refrigerating and Air Conditioning Engineers (ASHRAE) American Society of Plumbing Engineers (ASPE) BACKGROUND In 1990, Mr. MacRitchie founded MacRitchie Engineering, Incorporated. Prior to that, he was an Associate of R.G. Vanderweil Engineers, Inc., where he managed one of the company's four HVAC engineering design groups. In addition, he was responsible for Project Management on all projects with which he was involved. Prior to joining Vanderweil, Mr. MacRitchie worked for Balco, Inc., a mechanical contractor and service organization. Previously, Mr. MacRitchie was chief mechanical engineer at Cleverdon, Varney & Pike in Boston, responsible for design of HVAC systems in industrial and institutional buildings. EXPERIENCE Mr. MacRitchie has over 30 years of experience for delivering a wide range of engineering services. He is responsible for major project design and management responsibilities for mechanical systems for commercial, educational, medical laboratory, industrial and central energy and chilled water plant facilities. He has demonstrated proficiency in staff management, project management, budgeting, scheduling and economic feasibility studies, quality control, cost control and construction administration including M.G.L. Ch. 149 competitive bidding for public projects. Client satisfaction is Mr. MacRitchie's top priority, he begins each project by listening to the needs of our clients and offers options based on those needs. As an adjunct facility member at Suffolk University in Boston, Mr. MacRitchie teaches a Building Systems class to interior design students. ON 197 Quincy Ave Braintree, MA 02184 Phone: (781) 848-4464 Fax: (781) 848-2613 E-mail: hgerber@macritchie.net Row a ♦ G. Gerber, PresidentVice BSEE/Southeastern Massachusetts University Professional Engineer: Arizona, Maine, Massachusetts, New Hampshire, Rhode IsIc.,nd and Vermont. Certified Energy Manager, Registration # 6902 National Fire Protection Association (NFPA) Illuminating Engineering Society of North America (IESN A) AUIAURe 1. ►. Mr. Gerber joined MacRitchie Engineering, Inc. in December of 2003 as the Electrical Department Head. Previously Mr. Gerber worked for ConEdison Solutions, Inc. where he was a Manager of Electrical Services, taking projects frorn the investigative survey through to construction. Mr. Gerber was responsible for analysis design, cost estimating, bidding assistance and construction management of electrical systems. Mr. Gerber has over twenty years of experience in the field of engineering design. His expertise is in commercial office.space, institutional facilities, retail facilities, acid government/rnilitcry facilities. Mr. Gerber's experience includes design of electrical services, one -line diagrams, coordination studies, load studies, short circuit studies, and the identification of national electrical code violations. In May of 2001, Mr. Gerber was awarded the IESNA, New England Region 2001 Illumination Design Award. Currently, Mr. Gerber is working with MacRitchie Engineering, Inc. on complete system upgrades, tenant fitouts, relocation of IT networks, and HVAC retro fits, with clients that include large nursing homes, city halls, and schools. Historical Projects Project Title: I Fairbanks Memorial Town Hall _._ Location: Ashburnham, MA Client: Kang Associates, Inc. Description: In the absence of any major capital expenditures in one hundred years, the Fairbanks Memorial Town Hall in Ashburnham had fallen into disrepair. The mechanical and electrical systems were antiquated, in disrepair and/or lacked the capacity for a modern, air conditioned, town hall. MacRitchie Engineering designed the HVAC, electrical, plumbing and fire protection systems for the renovations and additions to the town hall. Project Title: Stetson Hall Location: Randolph, MA Client: Cubellis ,.: Description: MacRitchie Engineering provided mechanical and electrical engineering associated with the modernization of Stetson Hall in Randolph. x d I � With the exception of the reuse of the boiler, all mechanical and electrical systems were replaced. Project Title: I Needham Town Hall Location: Needham, MA Client: .......... McGinley Kalsow & Associates, Inc. ....... Description MacRitchie Engineering completed a feasibility study and provided mechanical, electrical, plumbing and protection engineering associated wit the complete rehabilitation and large addition of the historical Needham Town Hall. Project Title Location: Client Description: Provincetown Town Hall Provincetown, MA McGinley Kalsow & Associates, Inc MacRitchie Engineering completed a study which included the general age, condition and capacity of the existing systems and the mechanical and electrical needs of a renovated and/or expanded building. We also provided mechanical, electrical, plumbing and fire protection engineering associated with the complete rehabilitation of the Provincetown Town Hall. i Project Title: Strand Theatre Location: Boston, MA Client: Wilson Butler Architects Description: MacRitchie Engineering designed mechanical.and electrical systems for the first phase of renovations at the historical theater. The project also included design of a fire suppression system and air conditioning of selected spaces including dressing rooms and other support spaces. We also completed an electrical study, reviewing the Strand Theatre's electrical systems, detailing code violations and establishing corrective measures. Project Title: Saugus Iron Works Location: Saugus, MA __.. _. ..... Client McGinley Kalsow & Associates, Inc. Description. MacRitchie Engineering participates the 2007 upgrade of Saugus Iron Works by designing Mechanical, Electrical and Fire Protection systen for this historic site. D G JONES INTERNATIONAL, INC. 3 Baldwin Green Common, Suite 202 Woburn, MA 01801-1868 Tel : 781 932 3131 Fax : 781932 3199 Email : cmcgrory@dgjonesboston.com RESUME Name: Charles E. McGrory Position: President of Boston office of D G Jones International, Inc. Education: 12 years Junior and High School (UK equivalent) 4 years Glasgow College of Building Professional Fellow of the Royal Institution of Chartered Surveyors Registration: (Elected Fellow 1983) Professional 43 years experience in providing cost consultancy/cost estimating Background: services (including the United Kingdom and United Arab Emirates) Prepared cost estimates for projects from Conceptual Stage through to Construction Documents. Samples of types of projects where cost estimating has been provided are :- Hospitals and Health Care Residential both low and high rise Commercial, e.g. offices, malls, stores, etc. Hotel and Leisure Religious Institutional, e.g. courts, libraries, police, banks, prisons, etc. Educational Industrial Sports/Recreational Telecommunications and Broadcasting Laboratories Pharmaceutical/Bio-Technology Transportation Military Prisons Marine Works Extensive experience in monitoring the financial aspects of construction projects through the construction phase, e.g. approving monthly payments to the contractor, negotiating and agreeing change orders, updating costs for project to ensure the bid amount is not exceeded, preparing and updating cash flow forecasts, and negotiating and agreeing final payment to the contractor. Also experience in monitoring construction projects during the construction phase on behalf of owners or lending institutions to ensure correct amounts are disbursed to the contractor. SARA B. CHASE Preservation Consultant 4 PEACOCK FARM ROAD LEXINGTON, MA 02421 (781) 861-6646 (Phone and FAX) SBCprescon@rcn.com PROFESSIONAL EXPERIENCE 1990- Architectural Conservator in private practice; Certified as a Woman Business Enterprise (SOMWBE), Commonwealth of Mass. since 1991 1989-1990 National Acid Precipitation Assessment Project --editor, consultant (National Park Service) 1989 Preservation Consultant, Preservation Technology Associates, Boston, MA. 1988 Conservation Manager, Biltmore Campbell Smith Restorations, Asheville, NC. 1982-1988 Adjunct Professor, Historic Preservation, American and New England Studies Program, Boston University, Boston, MA. 1985-1988 Associate Director and Director, Conservation Center, Society for the Preservation of New England Antiquities, Boston, MA. 1981-1985 Director, Consulting Services, Society for the Preservation of New England Antiquities, Boston, MA. 1977-1981 Project Coordinator, Architectural Researcher, Internship, Consulting Services, Society for the Preservation of New England Antiquities, Boston, MA. ACADEMIC BACKGROUND • Boston University, Master of Arts in Historic Preservation, 1977 • Pennsylvania State University, Ph.D. work in early American literature • Oberlin College, Master of Arts in Teaching • Swarthmore College, Bachelor of Arts (honors program) APPOINTMENTS 2008 Permanent Building Committee, Lexington, MA 2000-2004 Planning Board, Lexington, MA, + Town Meeting Member, Precinct 3 1999- Board of Overseers, Strawbery Banke, Portsmouth, NH 1997-2000 Historic District Commission, Lexington (associate) 1996- Advisor to Preservation Carpentry Program, North Bennet Street School Boston, MA 1990- Birthplace Advisory Group, Juliette Gordon Low House, Girl Scouts of America National Center, Savannah, GA 1981-1988 Commissioner, Massachusetts Historical Commission, Boston, MA 1984-1988 Advisory Committee on Historic Preservation, Metropolitan District Commission, Boston, MA 1984-1988 Scientific Advisory Council on Acid Rain, (also NAPAP, Ch. 21 Cultural Resources editor 1989-90: National Acid Precipitation Assessment Program) Sara B. Chase Preservation Consultant Department of Environmental Quality Engineering, Commonwealth of Massachusetts (Governor's Appointment). 1980-1987 Board of Directors, Restoration College Association, Mt. Carroll, IL 1982-1985 Historical Review Committee, Harvard University, Cambridge, MA 1984 City and Town Commons Grant Program Steering Committee, Department of Environmental Management 1981-1983 Council Member, Committee on Education and Training, National Institute for the Conservation of Cultural Property 1975-1980 Appointed to a five-year term on Lexington Historical Commission (elected chairman in 1978); newspaper articles, liaison with town planner, inventory, National Register applications PROFESSIONAL TRAINING 1998 Conservation Analytical Laboratory, Smithsonian Institution "Protective and Decorative Coatings: History, Technology, Conservation" -three week professional training course, Washington, D.C. 1978-1999 Various professional training short courses, Association of Professional Technology; Conservation Analytical Laboratory (Smithsonian, Washington, DC) now S C M R E 1980 "Optical Microscopy Technique for Pigment Analysis," Institute of Fine Arts, New York (MacCrone) 1978 "The Conservation of Historic Structures," short course, Institute of Advanced Architectural Studies, University of York, England MEMBERSHIPS 1981- American Institute for the Conservation of Historic and Artistic Works 1975- Association for Preservation Technology 1973- Society for the Preservation of New England Antiquities (life member) 1972- National Trust for Historic Preservation 1970- Lexington (Massachusetts) Historical Society (life member) 1977- Society of Architectural Historians; Vernacular Architecture Fgrum 4 Peacock Farm Road Phone/Fax (781) 861-6646 Lexington, MA 02421 PROJECTS HISTORICAL PROJECTS 1740 Faneuil Hall Study National Historic Landmark Preservation Restriction 1757 Josiah Smith Tavern, Weston Study Historic New England Deed Restriction 1849 Bolton Police Station Renovation National Register District 1852 Fitchburg City Hall Study 1853 Bolton Town Hall Addition & Renovation National Register District 1853 North Chelmsford Town Hall Study 1864 North Brookfield Town House Study National Register Individual Property Preservation Restriction c. 1871 Wakefield Town Hall Addition & Renovation National Register Building 1872 Westford Town Hall Addition & Renovation National Register District 1873 Oxford Town Hall Renovation 1874 Melrose City Hall Renovation National Register District 1879 Chelmsford Old Town Hall Study Nation Register District Preservation Restriction 1884 Hendricks Barn, Holden Renovation National Register District 1885 Conant Public Library, Sterling Addition & Renovation National Register District 1887 Squannacook Hall, Groton Study 1888 Boston Public Library Railings National Historic Landmark 1888 Sugden Block, Spencer Renovation National Register District 1897 Hamilton Town Hall Study National Register District HISTORICAL PROJECTS 1900 Cedar Street Dormitory Renovation 1900 Old Library, Weston Study 1903 Howe Memorial Library, Study Shrewsbury 1905 Fairbanks Memorial Town Hall, Renovation Ashburnham 1909 Paris Street Gymnasium Study 1910 Sherborn Town Hall Addition & Renovation 1913 Americal Civic Center, Wakefield Renovation 1919 Raynham Town Hall Addition & Renovation 1925 North Andover Town Hall Addition & Renovation 1926 Spencer Memorial Town Hall Renovation 1930 MDC Headquarters, Boston Study 1936 Sparrell School Renovation 1965 Boston City Hall Study National Register District National Register District America's oldest public gymnasium National Register District National Register Building National Register District CURRENT PROJECTS Construction Mahan Circle Window Trims Medway Housing Authority Construction Oxford Community Center Bidding Archival Vault Complete City of Waltham Bidding Sugden Library Roofing Town of Spencer Construction Wayland Town Beach House Documents Renovation $92,000 Helen Luccio, Executive Director 508-533-2434 medway.ha@verizon.net Renovation $875,000 Joe Zeneski, Town Manager 508-987-6030 jzeneski@town.oxford-ma.us Renovation $325,000 Joe Pedulla, Chief Procurement Officer 781-314-3244 jpedulla@city.waltham.ma.us Renovation $65,000 Mary Baker -Wood, Library Director 508-885-7513 mbwood@cwmars.org New Estimated John Moynihan, Public Buildings Director $450,000 508-358-3786 jmoynihan@wayland.ma.us Construction Belmont Tower Offices Renovation $250,000 Fred Paris, Modernization Coordinator Documents Worcester Housing Authority 508-635-3304 paris@worcester-housing.com Design Ridgeland Road Housing New $1.2 million Dennis Osborn, Executive Director Shrewsbury Housing Authority 508-752-4242 dmosboml@aol.com Design Dorchester Collegiate Academy Renovation $800,000 Robert Flynn, Head of School Charter School—Phase 2 617-379-3027 rflynn@dcacademy.org Design Sussman Apts. HP Units— Renovation $350,000 Carol Correnti, Modernization Coordinator Phase 2 617-731-9551 Brookline Housing Authority ccorrenti@brooklinehousing.org Design Special Needs Housing New $1.6 million Colleen Doherty, Executive Director Taunton Housing Authority 508-823-6308 cdoherty@tauntonhousing.com Design Records Vault Addition $200,000 Dawn Michanowicz, Town Clerk Town of Sterling 978-422-8111 .dmichanowicz@sterling-ma.gov On hold Centre Street Senior Housing New Budgeted Rick Leif, Treasurer Northborough Affordable $500,000 rleif@aol.com Housing Corporation PUBLIC PROJECTS 2006-2011 Jan. 2006 Senior Housing Study Estimated Mark Cooper, Building Committee Harvard Housing Authority $2.3 million 978-266-7129 mcooper@empyreanapf.com Jana 2006 Raynham Town Hall Addition & $2.5 million Randall Buckner, Town Administrator Renovation 508-824-2707 rbuckner@town.raynham.ma.us Aug. 2006 Maple Lane Bathrooms —Phase 2 Renovation $120,000 Helen Luccio, Executive Director Medway Housing Authority 508-533-2434 medway.ha@verizon.net Apr. 2007 Southborough Integrated Commu- New Estimated Pam Le Francois, Senior Center Director On Hold nity Center $6.2 million 508-229-4453 plefrancois@southboroughma.com Jan. 2007 Raynham Public Safety Building Study Estimated Lou Pacheco, Police Chief $3.5 million 508-824-2714 chief@raynhampd.com June 2007 Lake Street Special Needs Housing New $1.9 million Dennis Osborn, Executive Director Shrewsbury Housing Authority 508-752-4242 dmosbornl@aol.com Sept. 2007 Mahan Circle Windows—Phase 1 Renovation $110,000 Helen Luccio, Executive Director Medway Housing Authority 508-533-2434 medway.ha@verizon.net May 2008 Shrewsbury Fire Stations New & $5.8 million Dan Morgado, Town Manager Renovation 508-841-8508 dmorgado@th.ci.shrewsbury.ma.us May 2008 Fairbanks Memorial Town Hall Renovation $2.5 million David Sargent, Building Committee Chair Ashburnham, MA 978-632-9333 sargentwp@netlplus.com June 2008 Stevens Pond Pavilion New $210,000 Rick Gorman, Recreation Dept. Director 978-682-9000 rgorman@nayouth.com July 2008 Mahan Circle Windows—Phase 2 Renovation $100,000 Helen Luccio, Executive Director Medway Housing Authority 508-533-2434 medway.ha@verizon.net Oct. 2008 Josiah Smith Tavern & Old Library Study Estimated Donna VanderClock, Town Manager Weston, MA $7.4 million 781-893-7320 x305 vanderclock.d@westonmass.org Dec. 2008 Squannacook Hall Study Estimated Michelle Collette, Planner Groton, MA $1.7 million 508-448-1105 planning@townofgroton.org PUBLIC PROJECTS 2006-2011 Jan. 2006 Senior Housing Study Estimated Mark Cooper, Building Committee Harvard Housing Authority $2.3 million 978-266-7129 mcooper@empyreanapf.com Jan. 2006 Raynham Town Hall Addition & $2.5 million Randall Buckner, Town Administrator Renovation 508-824-2707 rbuckner@town.raynham.ma.us Aug. 2006 Maple Lane Bathrooms —Phase 2 Renovation $120,000 Helen Luccio, Executive Director Medway Housing Authority 508-533-2434 medway.ha@verizon.net Apr. 2007 Southborough Integrated Commu- New Estimated Pam Le Francois, Senior Center Director On Hold nity Center $6.2 million 508-229-4453 plefrancois@southboroughma.com Jan. 2007 Raynham Public Safety Building Study Estimated Lou Pacheco, Police Chief $3.5 million 508-824-2714 chief@raynhampd.com June 2007 Lake Street Special Needs Housing New $1.9 million Dennis Osborn, Executive Director Shrewsbury Housing Authority 508-752-4242 dmosbornl@aol.com Sept. 2007 Mahan Circle Windows—Phase 1 Renovation $110,000 Helen Luccio, Executive Director Medway Housing Authority 508-533-2434 medway.ha@verizon.net May 2008 Shrewsbury Fire Stations New & $5.8 million Dan Morgado, Town Manager Renovation 508-841-8508 dmorgado@th.ci.shrewsbury.ma.us May 2008 Fairbanks Memorial Town Hall Renovation $2.5 million David Sargent, Building Committee Chair Ashburnham, MA 978-632-9333 sargentwp@netlplus.com June 2008 Stevens Pond Pavilion New $210,000 Rick Gorman, Recreation Dept. Director 978-682-9000 rgorman@nayouth.com July 2008 Mahan Circle Windows—Phase 2 Renovation $100,000 Helen Luccio, Executive Director Medway Housing Authority 508-533-2434 medway.ha@verizon.net Oct. 2008 Josiah Smith Tavern & Old Library Study Estimated Donna VanderClock, Town Manager Weston, MA $7.4 million 781-893-7320 x305 vanderclock.d@westonmass.org Dec. 2008 Squannacook Hall Study Estimated Michelle Collette, Planner Groton, MA $1.7 million 508-448-1105 planning@townofgroton.org PUBLIC PROJECTS 2006-2011 Dec. 2008 Westford Town Hall Study Estimated Tom Mahanna, Building Committee Chair $4.5 million 978-577-1411 tom.mahanna@stantec.com Mar. 2009 Osborne Building Study Estimated Glenn Ferguson, Building Committee Chair $10 million 617-645-7710 gferguson@greenenvironmental.com Mar. 2009 Mahan Circle Entry Improvements Addition $140,000 Helen Luccio, Executive Director Medway Housing Authority 508-533-2434 medway.ha@verizon.net May 2009 Maple Lane Windows—Phase 1 Medway Housing Authority Feb. 2010 North and Center Town Halls Chelmsford, MA Renovation $115,000 Helen Luccio, Executive Director Study Nov. 2010 Moakley Field House Study Boston Public Facilities Department Dec. 2010 Westford Town Hall Dec. 2010 Carlson Road Kitchens & Baths Framingham Housing Authority Dec. 2010 Maple Lane Windows—Phase 2 Jan. 2011 North Bennett Street School Boston Public Facilities Department Jan. 2011 Knights of Columbus— Ausonia Hall Boston Public Facilities Dept. Jan. 2011 Donahue Rowing Center Town of Shrewsbury Feb. 2011 Chevrus Room Railings Boston Public Library 508-533-2434 medway.ha@verizon.net $4.6 million Paul Cohen, Town Manager 978-250-5201 pcohen@townofchelmsford.us $400,000 Leo Murphy, Project Manager 617-635-0540 lmurphy.pfd@cityofboston.gov Addition & $3 million Tom Mahanna, Building Committee Chair Renovation 978-577-1411 tom.mahanna@stantec.com Renovation $350,000 Ben Yeskey, Project Manager 508-808-8522 byeskey@framha.org Renovation $115,000 Helen Luccio, Executive Director 508-533-2434 medway.ha@verizon.net Study $7.5 million Chuck Worcester, Assistant Director 617-635-4862 cworcester.pfd@cityofboston.gov Study $5 million Chuck Worcester, Assistant Director 617-635-4862 cworcester.pfd@cityofboston.gov Study $600,000 Angela Snell, Recreation Director 508-841-8503 asnell@th.ci.shrewsbury.ma.us Renovation $16,000 Leo Murphy, Project Manager 617-635-0540 lmurphy.pfd@cityofboston.gov PUBLIC PROJECTS 2006-2011 Feb. 2011 Anthony Building—Phase 3 Renovation $890,000 Jay Bry, Chief Operations Officer Fitchburg State University 978-665-3131 jbry@fitchburgstate.edu Feb. 2011 Paris St. Community Center Study Estimated Ken Griffin, Project Manager Boston Public Facilities Department $1.8 million 617-293-7549 kgriffin.pfd@cityofboston.gov Feb. 2011 City Hall and Faneuil Hall Study Estimated Scott Dupre, Project Manager HP Access $140,000 617-635-0517 Boston Public Facilities Department sdupre.pfd@cityofboston.gov June 2011 Spencer Memorial Town Hall Renovation $1.2 million Adam Gaudette, Town Administrator 508-885-7500 x155 agaudette@spencerma.gov Aug. 2011 Cedar Street Dormitory Renovation $775,000 Jay Bry, Chief Operations Officer Fitchburg State University 978-665-3131 jbry@fitchburgstate.edu Aug. 2011 20 Somerset Street (MDC HQ) Study $24 million Chuck Worcester, Assistant Director Boston Public Facilities Department 617-635-4862 cworcester.pfd@cityofboston.gov Aug. 2011 Dorchester Collegiate Academy Renovation $60,000 Robert Flynn, Head of School Charter School—Phase 1 617-379-3027 rflynn@dcacademy.org Nov. 2011 Sussman Apts. HP Unit—Phase 1 Renovation $146,000 Carol Correnti, Modernization Coordinator Brookline Housing Authority 617-731-9551 ccorrenti@brooklinehousing.org Nov. 2011 Quincy Housing Authority HVAC Renovation $2.6 million Lester Gee, Project Manager Systems 617-847-4378 x202 lgee@quincyha.com Nov. 2011 Warren Avenue Pump Station Study $150,000 Todd Melanson, Chelmsford Water District Chelmsford Water District 978-256-2931 Ongoing Fitchburg State University Varies Up to Jay Bry, Chief Operations Officer House Doctor $1 million 978-665-3131 jbry@fitchburgstate.edu Ongoing Boston Public Facilities Department Varies Up to Chuck Worcester, Assistant Director House Doctor $1 million 617-635-4862 cworcester.pfd@cityofboston.gov NORTH ANDOVER TOWN HALL 'k o- The North Andover Town Hall had witnessed no significant improve- ments or alterations since 1927. The town offices had long outgrown their spaces and the condition of the building was deplorable. With this project, the Town saw the opportu- nity to connect to the adjacent Senior Center and Fire Station buildings making them also fully accessible and creating a municipal complex. In addition to full renovations, a three story addition was designed to create a central courtyard, connect all three buildings, and provide a much needed large public meeting room. The congested Main Street location required a creative design solution Town of North Andover Completed September 2004 $2.5 million Mr. Ray Santilli Assistant Town Manager 978-688-9516 and presented a staging challenge during construction. The project was funded from three sources: a federal Community Block Development Grant, local Community Preserva- tion Act funds, and town tax dollars through a debt exclusion. SHERBORN TOWN HALL The 1910 building, with its 1950 ad- dition, was originally designed as an elementary school and had wit- nessed minimal capital improve- ments through the years and had never been adapted for its current use as town offices. A comprehen- sive study was conducted to deter- mine the best strategy to create a town hall that suited the needs of the municipal offices. A major renova- tion was undertaken. All building systems were replaced. A new atrium was introduced into the cen- ter of the building to provide an or- ganizational and visual focus. Inte- Town of Sherborn Completed October 2002 $2.7 million Mr. Robert Reed Former Town Administrator 508-892-7000 rior spaces were completely re - planned and finishes replaced. Exte- rior improvements included all new windows and re -pointing. A new elevator and other improvements made the building completely handi- capped accessible. FAIRBANKS TOWN HALL Town of Ashburnham Completed March 2008 $2.25 million Located in a National Historic Dis- trict, the distinguished architecture of the Fairbanks Memorial Town Hall was understandably cherished by the community. However, in the absence of any major capital expen- ditures in one hundred years, the building had fallen into disrepair and did not meet the space needs of modern town offices. Full renova- tions of the basement and first floors and partial renovation of the second floor was designed with the goal of preserving the historic character of both the interior and exterior of the building. Careful study and match- ing of existing materials, propor- tions, and details ensure a seamless blending of old and new. AMERICAL CIVIC CENTER Town of Wakefield Completed June 2001 $500,000.00 Mr. Wayne Darragh Community Opportunities Group 617-542-3300 x310 Through a Community Block Devel- opment Grant administered by DHCD, the Town of Wakefield re- ceived funds to make their histori- cally significant Americal Civic Cen- ter accessible to the disabled. The function of the original building was an armory. The scope of renovation work included a new elevator, inte- rior egress stairway, entrance ramp, new handicapped bathrooms, and office re -configurations. Exterior modifications to the building re- quired approval from the Massachu- setts Historical Commission. JOSIAH SMITH TAVERN & OLD LIBRARY Town of Weston Study completed October 2008 Estimated $7.4 million Donna VanderClock Town Manager (718)893-7320 x305 The Josiah Smith Tavern, built in 1757, and the Old Library, built in 1900, are two historically significant structures in the heart of Weston. The Tavern has been underutilized and Old Library has been unoccu- pied since a new public library was constructed. The first phase of the plan is to relocate the Tavern's cur- rent occupants, the Weston Histori- cal Society and the Weston Women's Community League to a newly reno- vated Old Library. The second phase is to restore the Tavern to its t- original use as a restaurant and bar. j y The building will continue to be owned by the Town and leased to a 4 • +�f 1 fi<r '.a sia. '� ,. : � r •r . � �. ,�:� y �.���i"�1�_u. ISR ym, . y _ private restaurant operator. A •'r j kitchen addition is proposed for the F rear of the building, where it will not have a public presence. The design has been approved by Historic New 4t England, which holds deed restric- < tions on the property. Other signifi- nifi- cant cant design and technical challenges facing this project as it proceeds for- ward are providing adequate on-site parking for restaurant patrons and a new on-site septic system to serve ' - both buildings. 4 • +�f 1 fi<r '.a sia. '� ,. : � r •r . � �. ,�:� y �.���i"�1�_u. ISR ym, CONANT PUBIC LIBRARY The Conant Public Library consisted of the original 19th century building and a less than successful 1988 addi- tion. Water infiltration and program space limitations triggered the need for renovations. The scope of the study and the renovation project in- cluded site and building systems improvements to solve water infiltra- tion and air quality problems, im- prove accessibility for the disabled, and meet expanding space needs of the library. The very restrictive site and the building's location at the bottom of a steep hill proved chal- lenging to drainage design. Without significantly expanding the existing footprint, interior space was added Town of Sterling Completed January 2004 $1,000,000 Mr. John Dwyer, Chair Library Trustees 978-870-0032 by filling in an existing two story space and an exterior recessed entry space. WESTFORD TOWN HALL .A Due to serious structural failures, the building was declared unsafe for occupancy and town offices were moved to scattered locations throughout town. At the same time that structural repairs were urgently needed, the Town recognized the building needed additional space and upgrades. The long term solu- tion consists of complete interior renovations and a new two-story addition that includes an archive center, a fire -rated vault, a new ele- vator and egress stairway, and a Town of Westford Completed December 2010 $3 million Mr. Tom Mahanna, Chair Permanent Town Bldg. Committee 978-577-1411 large meeting room for public hear- ings. The addition was designed to carefully fit into a very restricted site and to respect the historical features of the existing building. RAYN HAM TOWN HALL The Sullivan School is one of the old- est buildings in the Town of Rayn- ham and, as such, there was a large community contingency advocating to restore and re -use it for a public function. At the same time, the town cramped offices were distributed in two separate buildings in town. Combining these factors, a project emerged to convert the Sullivan School into the new Raynham Town Hall. A small two-story addition increased space enough to allow all town offices to be accommodated. Town of Raynham Completed July 2006 $2.6 million Mr. Randall Buckner Town Administrator 508-824-2707 Environmentally sensitive site de- sign, including the use of permeable pavers in the parking lot, was em- ployed on this riverfront property to meet the stringent requirements of the Conservation Commission. MEMORIAL TOWN HALL Town of Spencer In construction $1.2 million Mr. Adam Gaudette Town Administrator 508-885-7518 Spencer's Memorial Town Hall is a magnificent historical building that fell into disrepair after years of ne- glect and limited town budgets. Even in a weak economy the towns- people recognized the importance of making needed repairs to arrest and reverse continued deterioration. This project addresses all aspects of the exterior envelope including com- plete re -roofing, re -pointing and re- building of exterior brick, complete window replacement, and re- painting of exterior wood compo - nents and trims. In addition, the monumental front steps, after years of freeze -thaw and salt damage, is being replaced with granite treads and risers. SPARRELL SCHOOL Town of Norwell Completed October 2005 $820,000 Mr. Glenn Ferguson, Chair Permanent Building and Maintenance Committee 617-645-7710 Through a town vote, the architec- turally distinctive Sparrell School was overwhelmingly identified as an important building to preserve and re -use. Town Meeting approved funding for a project to stabilize the exterior until a final use for the building could be identified. Exist- ing built-up roofing and window caulking and glazing were found to contain asbestos, requiring proper abatement and disposal. All 95 win- dows were replaced with aluminum clad wood units. Existing slate and asphalt on steep -sloped roofs were completely replaced with laminated asphalt shingles to achieve a uniform textured appearance. Masonry was re -pointed and cleaned. Wood sid- ing on the end wings was replaced with fire-resistant and low mainte- nance fiber cement panels and trims. Rotted eave trims were replaced with new cedar ones, custom milled to exactly match existing profiles. And all paintable exterior surfaces were re -painted. WILLIAM J. LEE MEMORIAL TOWN HALL Through a Community Development Block Grant administered, the Town of Wakefield received funds to make their Town Hall accessible to the dis- abled. In addition, the Town con- tributed its own funds to make some much needed general improvements Town of Wakefield Completed November 1999 $845,000 Mr. Wayne Darragh Community Opportunities Group 617-542-3300 x310 at the same time. The scope of work included a new elevator, exterior stair tower, entrance ramp, entrance canopy, and interior monumental stairway as well as new service counters, new handicapped bath- rooms, and office re -configurations. Listed on the National Register of Historic Places, exterior modifica- tions to the building required ap- proval from the Massachusetts His- torical Commission. SQUANNACOOK HALL Town of Groton Study completed December 2008 Estimated $1.8 million Ms. Michelle Collette Town Planner (978) 448-110 Squannacook Hall is a beloved his- torical building in West Groton. Originally built as a fire station with an meeting hall on the second floor, the building has since been home to the Council on Aging, the Recreation Department, the Boy Scouts, and various other community groups. Before deterioration continued un- checked, the Town commissioned this study to identify the improve- ments needed to make the building usable for town purposes. A number of design options were proposed. The preferred option adds an eleva- tor, a second egress stairway, and handicapped accessible toilet rooms within the existing building enve- lope, while respecting the original architectural style. EXTERIOR ENVELOPE REPAIRS ENGINE 29 City of Boston Public Facilities Department Engine 29, an active fire station in Brighton, MA, was urgently in need of reju- Completed January 1999 venation. Exterior masonry walls were repointed and lintels replaced to elimi- $450,000 nate extensive leaks. Damaged limestone decorative trims were replaced with cast stone pieces to preserve the historic appearance of the building. Existing windows, in such poor condition that their operation was a hazard to the fire- fighters, were replaced with custom wood windows. Leaks in the existing IRMA roofing system were impossible to trace so it was replaced with a new fully adhered EPDM membrane system. Interior work included providing new uni-sex locker, shower, and toilet facilities. MOAKLEY FIELD HOUSE City of Boston Public Facilities Department Water penetration was reported to be a persistent problem at the Moakley field Study completed November 2010 house. This study assessed the nature and source of the problem, identified Estimated $400,000 existing conditions that may be contributing to the problem, and proposed solutions. Recommended repairs and improvements included complete re- Mr. Leo Murphy roofing, gutters and downspouts, exterior caulking, stucco patching, a new Project manager perimeter drainage system, and a new basement slab. 617-635-0540 EMERSON SCHOOL RE -ROOFING Town of Bolton Approximately 37,500 in total square feet, this elementary school roofing was Completed November 2001 replaced in two phases. Existing roofing was stripped down to the roof decks Mr. Harold Brown, Director and new EPDM membranes, tapered insulation, flashing, and metal edge trims Department of Public Works were installed. Skylights and roof drains were also replaced. 978-779-6402 FITCHBURG STATE UNIVERSITY Fitchburg State University Ongoing Under a "house doctor" contract with Fitchburg State University, various de- Up to $1 million sign and renovation projects have been undertaken and completed. Exterior envelope improvements have included replacement of very large historical Mr. Jay Bry windows at the Thompson Building and complete re -roofing at the Dupont Chief Operating Officer Building with a thermoplastic roofing system. 978-665-3131 REFERENCES I ' November 9, 2011 Ms. Kaffee Kang Kang Associates 339 Boston Post Road Sudbury, MA 01776 Re: Westford Town Hall Dear Ms. Kang: TOWN OF WESTFORD PERMANENT TOWN BUILDING COMMITTEE TOWN HALL . WESTFORD, MASSACHUSETTS 01886 (978) 692-5500 On behalf of the Westford Permanent Town Building Committee (PTBC), I am pleased to provide you with this letter of recommendation. The Westford Town Hall will soon celebrate the one year anniversary of its Grand Re -Opening, and the PTBC is still receiving accolades for this project. In December 2007, the Town Hall was abruptly closed and the staff relocated due to concerns over the structural condition of the building. Our committee was then charged to select an architect that would design the repair of the structure, while also maintaining the historical significance of the building. We were immediately impressed with your experience, creativity, and enthusiasm towards this project. The project presented many challenges including a very tight site for the two story addition, shallow ledge, as well as many utility conflicts. One of the primary goals was to return all of the departments and staff to Town Hall that had previously resided there. This required developing a program that would incorporate all of the department's requests for office space, meeting rooms, file storage, and incorporating this into a very limited footprint. Development of this program required multiple meetings with Town staff. We commend you and your staff for overcoming the enormous challenges of this project and delivering a building that met all of our expectations. The staff is very satisfied with their new office space, and the overall layout of the building. They appreciate the efficiency of having all of the departments back under one roof, and the ease for the public to be able to conduct their business. Historically, all of the challenges of preserving the character of the building while providing a modern office facility was also met. This was especially true with the selection of the new exterior color. Changing the white exterior color was initially met with skepticism by many parties. However, your recommendation on the final historical color scheme resulted in a building that stands out over the adjacent Police Station and Fire Station. The building's historical details are now very prominent, and the building has been restored to a symbol that all of Westford is now proud of. The Town of Westford is extremely pleased with the outcome of this project, and would like to thank you and your staff for your efforts. We wish you continued success on future projects. Sincerely, PERMANENT TOWN BUILDING COMMITTEE Thomas J. Mahanna, Chair ITCHBURG STATE COLLEGE January 7, 2009 To Whom It May Concern: It is my pleasure to write this letter of reference on behalf of Kang Associates. We have enjoyed an excellent working relationship with Kang Associates for approximately 5 years. During this period the College has undertaken major renovations of a number of buildings which include administrative and academic areas. We have found Kaffee Kang, Heather Oldroyd Crocker and the entire Kang team to be very responsive and professional to work with. They have been very focused and dedicated to the Fitchburg State College projects bringing new ideas to the table while being mindful of the College's goals and budgets. During this time I have been serving in the capacity of Assistant Vice President of Administrative Services for Fitchburg State College and have been particularly impressed with their ability to transform areas from run down, outdated institutional spaces into areas that are not only efficient, but also inviting for our workforce and students while learning and interacting. We welcome the opportunity to work with them on future projects and feel quite comfortable recommending their services to others. Sincerely, M . Jay D. Bry Assistant Vice President of Administration 160 Pearl Street Fitchburg, MA 01420-2691 (978) 345-2151 www.fsc.edu OFFICE OF THE TOWN MANAGER November 13, 2007 �.� Qe"Tel) ot'. ,J v,%`1` Richard.D. Carney 2�°e N vV� Municipal Office Building 100 Maple Avenue Voice: 508-841-8508 � nu: Fax: 508-842-0587 dmorgado@th.ci.shrewsbury.ma.us Town of Shrewsbury MASSACHUSETTS 01545-5398 Mr. Anthony D. Cultrera, Chairman Shrewsbury Housing Authority 36 North Quinsigamond Avenue Shrewsbury, MA 01545 Dear Mr. Cultrera: This letter is written in support of the work undertaken on behalf of the Town by Kang Associates, Inc. Currently, Kang Associates, Inc. is in the process of finishing up our fire facilities upgrade which involved the construction of two new building and renovation of a third. Prior to undertaking this project, Ms. Kang and her company designed improvements to the Beal School, an addition to the former North Shore School and a new police boathouse. In each instance, I have found Kang Associates Inc. to be most professional and competent with each project being developed and completed well within time and budget. I give Kang Associates Inc my highest recommendation and I would not hesitate in the least to make use of the services of this company in the future. Please contact me directly with any questions. my yours, a Daniel J. Morgado _ Town Manager Town of Sherborn Town Offices Renovations Committee John Flood, Chairman Sean Garrett Joe Meaney Ron Steffek Bob Truslow Maggie Balaschak November 13, 2002 Kang Associates, Inc. 410 Boston Post Road Sudbury, MA 01776 Dear Kaffee, We want to thank you for the excellent work you did on our project to renovate the Sherborn Town Offices. We originally selected your firm to perform initial studies. During that phase you reviewed various levels of renovations and provided us with alternatives so that we could select what solution seemed most appropriate for our needs. The estimates you provided at that time proved reliable and helped us decide the approach we should take. We were so pleased with your work for the study phase that we selected you to do the final design. Your work was completed within the time frame allowed and the bids came within the budget that we had established. You were extremely helpful during the construction phase of the project. You were very skillful in resolving the inevitable problems that arise during a renovation. Your no nonsense negotiation technique with the contractor saved us many dollars. Your efforts through all phases of this project were exemplary. The citizens of the town have been enthusiastic over the changes to the building and the atrium that you created transformed an ordinary interior into something very special. The Committee thanks you again for your hard work and would recommend your firm for any project of a similar nature. Sincerely yours, ohn W. Flood Chairman Patrick J Maloney, Co -Chairman Dave Duane, Co -Chairman Gary Persichetti, Facilities Director Joseph Greene April 5, 2011 To Whom It May Concern: PERMANENT BUILDING COMMITTEE Town Offices 50 Billerica Road Chelmsford, MA 01824-2777 (978) 250-5201 FAX: (978) 250-5252 Eric Johnson Kathleen Howe Steven Roberts As Chairman of the Chelmsford Permanent Building Committee, it was my pleasure to work with Kang Associates, Inc. on a feasibility study of two of our most treasured historical buildings, the Old Town Hall and the North Town Hall. Ms. Kaffee Kang led a team of consultants who evaluated existing conditions, made recommendations for capital improvements, and developed a construction budget. Kang Associates' conceptual designs creatively addressed the needs of the community and responsibly respected the historical character of each building. 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As used in this certification, the word "person" shall mean natural person, business, partnership, corporation, committee, union, club or other organization, entity, or group of individuals. Signature Kaffee Kang, President Print Name & Title Date 11/18/11 Kang Associates, Inc. Company Name CERTIFICATE OF TAX COMPLIANCE Pursuant to Chapter 62C of the Massachusetts General Laws, Section 49A (b), I Kaffee Kang ,authorized signatory for Kang Associates, Inc. Name of individual Name of contractor do hereby certify under the pains and penalties of perjury that said contractor has complied with all laws of the Commonwealth of Massachusetts, and the Town of North Andover, relating to taxes, permit or other fees, reporting of employees and contractors, and withholding and remitting child support. 11/18/11 Date Town of North Andover RFQ Page 37 of 38 Stevens Estate — Facilities Master Plan CERTIFICATE OF VOTE At a duly authorized meeting the Board of Directors of the Kang Associates, Inc. held on January 3, 2011 it was VOTED, THAT Kaffee Kang (Name) of Kang Associates, Inc. President (Officer) be and hereby is authorized to execute contracts and bonds in the name and on behalf of said corporation , and affix its corporate seal hereto; and such execution of any contract or obligation in the name of Kang Associates, Inc. on its behalf by such officer under seal of Kang Associates, Inc. , shall be valid and binding upon signing I hereby certify that I am the clerk of the above named Kang Associates, Inc. and that Kaffee Kang is the duly elected officer as above of said corporation , and that the above vote has not been amended or rescinded and remains in full force and effect as the date of this contract. 11/18/11 (Date) Clerk) ri Town of North Andover RFQ Page 38 of 38 Stevens Estate — Facilities Master Plan