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HomeMy WebLinkAboutContract #: 017940 - From: To: - Exception - Exception...�� � � � iii ��.li•r � � i I16, r r ` 4 PA0.0 �W\ •� "i- t!HOWN c�-rt9t via--� Bra BARGMANN HENDRIE + ARCHETYPE, INC. Architecture 1 Planning I Interior Design 300 A Street 617 350 0450 tel bha@bhplus.com Boston, MA 02210-1710 617 350 0215 fax www.bhplus.com November 21, 2011 Mr. Ray Santilli Assistant Town Manager Town of North Andover 120 Main Street North Andover, MA 01845 re: Qualifications for the Facilities Master Plan for the Stevens Estate Dear Mr. Santilli: Bargmann Hendrie + Archetype, Inc. (BH+A) is a 35 -person, certified Woman -Owned -Business (WBE) having expertise with historic projects including assessments, renovations, restorations and adaptive use. Our experience includes projects for municipal and state historic properties in Massachusetts as well as numerous projects through our contracts with the National Park Service and the Museum Division of the State of Connecticut. We would like to highlight some of our capabilities as they relate to your project. Historic Building Assessments & Renovations: We are committed to the renovation and reuse of historic structures and have completed many successful projects. We take pride in our ability to balance the pragmatic need for quality functional spaces whether they are for events, office, meeting, or support space use with the desire to maintain and preserve historic treasures of local, state and national significance. A project that is particularly relevant to yours is the Old Thayer Library where BH+A completed research, documentation and a condition assessment and assisted the Town in securing a MHC grant for exterior stabilization of the building. The scope includes repairing and preserving exterior architectural stonework, repointing masonry joints, and replacing the failing slate roof. The long-term rehabilitation phase will focus on the restoration of the interior features, removal of the added mezzanine level and making the building ADA compliant. Please refer to DSB Section 8a and the "Relevant Experience" tab of this book for more details on our project examples. Project Team: The BH+A team members have all worked together on multiple historic projects. For your reference, each project page indicates the team member who has worked on that specific project. Joel Bargmann, Principal -in -Charge, and Jack Glassman, Project Manager, have worked together on historic projects for more than ten years. Jack, Director of Historic Preservation, will provide relevant insight regarding preservation issues and facilitate approval of state and local historical commissions. Chapter 149 Projects: We have completed over 100 MGL Chapter 149 public construction projects. BH+A has a good track record with DCAM, the State's building agency and was the number one rated firm by the Division of Conservation and Recreation, the agency responsible for the State's historic parks and buildings. We have experience with bidding of historic properties including the prequalification of contractors and subcontractors which is often required for this type of work. M:IM_Proposals12011 Proposals\Historic&Assessments\Stevens_Estate\Stevens_letter.doc k 1 07 M+4 0 Mr. Ray Santilli November 21, 2011 Page 2 of 2 Focus on Quality, Cost and Schedule: Successfully utilizing cost estimating to design to the budget is one of the defining characteristics of BH+A. We have a record of not only meeting your budget with the bid but of also controlling budget creep during construction. With renovation projects this is particularly difficult. We approach these projects with add and deduct alternates in order to best control the competitive bidding process and further establish adequate contingencies to take care of what may be unforeseen conditions during construction. Our staff of 35 provides us with the resources to handle projects under tight schedules. BH+A and our team offer a sensitivity and respect for historic buildings and can assess and make recommendations for the rehabilitation of the Estate's facilities through strong technical skills and design excellence. The Town is fortunate to own such a magnificent historic property. We hope to have the opportunity to interview and discuss our qualifications in further detail. Sincerely, o Bargmann, AIA, CSI Principal MAM_ProposalsMl 1 ProposalslHistoric&AssessmentslStevens_EstatelStevens_letter.doc TABLE OF CONTENTS 1 DSB FORM 2 APPROACH, WORKPLAN & SCHEDULE 3 RELEVANT PROJECTS 4 ABOUT BH+A 5 REQUIRED FORMS & FINANCIAL m 0 in a� cA m a LL y aD U C a) Q U L a m L_ O ca y A) n �U .0 7 O N T 7 N cu Q. D E 0 NI w a d a E m o O t) a` L Z o p Mn 2 L w h a) o Q O m m n. G m Ocn a) O W ca y L) 00 T Q v0, U) C W t O 9 (fl QC Q LT d d N N > y >+N C Z p .-. .-. — — — — .-. .-. O cc W cu J U 1--O d L d N N h Co E N� Q ID .� �. �. ., _. ..., ..., k U Q C LLl 3 7 N m O i CD n m Q L p d m C g I 1-1 O y 0 C �.•. 11 .O E •8 cn a p a An a N O O C_ p C j U N F- d y N N =O 2i U) cn U) d N i -p •a "a ?' as O 'C a Y ¢ Q o a) a) a) a M a C ui 'U) O C Q N cc C cd mU U O O U O >,� m p 2C i C rn W E co E E Co E m a) Cl) cn L cn ci o N o w 3`• C Z . 0) y Z= Z U� O L E (0 O (D O 7 U) ��.. 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O N N p cC U a) Mn U N C 3 = Q 3 c 3 O C _� E (EO K c>6 W O CaCEc M m 2 m �' a w a) a z m 2} z Z z (6 .6 O N M O 0 N a 7 M a a) cu a n I 0 c I E \ 2:1 cak CL _ 0 CL _ £ Ca QE C : D — 77 m k $ / E 20 % f j t .CD k£ a 2/g C, « k$ E ƒ E cc ,C-- U) SkCX £ t�D E o �a z «77 2 §Ef k § § a § E % t CDt 2 024) Z523 CL Zek CL ' e("D cis k0Q- Sb Ree Ree mo» U) m =3� m / L� LL ca a 0 kE �2» k$\\ LO /\co LO -Cr %2: ® ,r 3 7 q¢� ƒ= CLCL E kE \k£ k + 2 0— Cc 7 �CL 3R k gat CDa: b&ff $2a oaJ 2E�� %®$Q �2k E z §E2 a)ot . C _ n £�E 2 cJ ( cJ /0 _ E c o.2? E ae± § /ƒ 6 7 �ƒ a k ® \ coEm 0 2 ie ƒ 5 2 2ƒ\% 3%\ k § f )0 .zea 2zcdamom m� % ƒ $ I 0 c I E \ 2:1 cak CL _ (1) ol Approach to Stevens Estate Facilities Master Plan North Andover, Massachusetts UNDERSTANDING OF THE PROJECT We understand that this facilities master plan project entails a condition assessment of the interior and exterior of the Stevens Estate Main House, focusing on the first -floor parlors, upstairs rooms, bathrooms, etc. and including the roof and roof drainage systems, windows and exterior brick and stone masonry and architectural millwork. It is understood that all repair and restoration work to date has received Community Preservation Act funding and that development of Contract Documents, bidding and construction award are contingent upon successful request and approval of funds at the 2012 Annual Town Meeting. All repairs, restoration and systems upgrades proposed in the facilities master plan will support the intent of the Secretary of the Interior's Standards for the Treatment of Historic Properties. APPROACH Presiding over the western flank of Osgood Hill, the Main House is a robust composition of Queen Anne and Richardsonian Romanesque forms and details. The fine pressed brick exterior is punctuated with stone belt courses, terminated with decorative copper work and crowned with a visually arresting assembly of chimneys, hips, gables and turrets. An arched porte-cochere welcomes visitors. The interior is a tour -de -force of carved and turned wood, paneled ceilings, tile and stone mantels and period fixtures. Our approach to your project is based on our experience assessing and analyzing buildings of similar construction type and era and with similar materials conservation issues. However, there is no effective cookie -cutter approach. While the general nature of the problems (e.g., damaged and deteriorated brick masonry, weathered and deteriorated wood window components, missing or worn-out hardware, obsolete plumbing fixtures) may look familiar, the specific issues and the methodology for a response to the problems via recommended repair, restoration and/or replacement, and systems upgrades are unique to each project. Our approach is therefore based on several steps: Task I — Documentation and Data Gathering Task I will begin with our review of extant architectural drawings and available written documentation that supported and facilitated prior repair and restoration projects, and will include analysis of existing building systems. Following our review of the existing data, our team of historical architects and engineers will schedule site visits to observe and assess the roof, gutters and downspouts, building elevations, interior rooms, and plumbing, heating and electrical fixtures, devices and distribution systems. The team will perform non-destructive, investigative probes as required. Brick masonry and window repair and preservation issues will receive particular scrutiny. Task II — Project Scoping Next, we schedule a scope -planning meeting with the Assistant Town Manager, Board of Trustees and other designated stakeholders to discuss our observations and preliminary findings. Regarding the windows, this key meeting will address the anticipated scope of window repair work and thermal upgrades (e.g., weatherstripping, storm windows), confirming that the A/E team is "on the same page" as the Town regarding needs, expectations and desired outcome. Accepted standards and criteria for window restoration and upgrade include historical appearance, thermal efficiency, human comfort and operating convenience. Assessment of the bathrooms will include consideration of current needs for bridal parties and other functions and opportunities for energy and water conservation. This information -gathering phase should also include interviewing building maintenance personnel. APPROACH Task III — Building Conditions Assessment and Recommendations Once the physical and operational issues are understood, additional fieldwork and investigations are undertaken as needed. The condition assessment and recommendations are completed and treatment recommendations are prioritized by urgency. Repair/restoration and upgrade scope recommendations are informed by relative historical significance, integrity and current physical condition. Written budget estimates will be provided for each recommendation; preliminary budgets created for each of these components are in essence a cost menu that facilitates funding and execution of subsequent design, bidding/award and construction phases. Depending upon their locations and configuration, windows will be assessed for restoration and thermal energy upgrade, using an appropriate combination of weatherstripping, sealants and storm windows. Some window openings lend themselves to the conversion from double -hung to single -hung operation and/or the addition of respectfully designed storm windows. "Showcase" parlor windows that are inappropriate for the addition of storm windows may be excellent candidates for reglazing with laminated glass, as we did at Framingham's town -owned Jonathan Maynard Building; this intervention approved by the local historical commission improved energy efficiency without altering the slender wood muntin grids. Recommendations and estimates will be formatted for presentation to the Trustees and will include illustrated narratives as needed. Throughout this process, regular meetings with the Town's designated project manager will move the project forward and facilitate approvals. ASSESSMENT ANDS REHABILITATION OF HISTORIC PUBLIC FACILITIES BH+A's extensive experience with assessment, analysis and rehabilitation of historic town halls, community centers, house museums and other prominent landmarks ideally suits us for the Stevens Estate Facilities Master Plan project. We are recognized for our ability to balance pragmatic needs to control initial and operating costs with the desire to maintain and preserve historic treasures of local, state and national significance. Among the numerous projects that have allowed us to combine our expertise with historic resources and public facilities are condition assessments, preliminary rehabilitation design and Contract Documents for town -owned facilities in Framingham, Lexington, Sudbury, Sharon, Westwood, Braintree and many other Massachusetts communities. In On Framingham Common, we performed a top-down exterior assessment of the historic Jonathan Maynard Building, our findings and recommendations led to a successful Chapter 149 restoration project incorporating restoration of stone and brick walls and chimneys, replacement of slate roofing, repair and reconstruction of gutters, eaves and cornices and restoration and thermal upgrade of all windows. NATIONAL LANDMARKS We are particularly proud of a current project: guiding the repair and restoration of Independence Hall Tower, a Philadelphia city landmark crowning a national icon. Construction work underway includes roofing and flashing, masonry, architectural millwork and window restoration, scope items that emerged from our prior site reconnaissance and condition assessment phase. Another one -of -a -kind project that grew out of a preliminary condition assessment and recommendations involved restoration of the tower, belfry and dome of St. Stephen's Church, a Freedom Trail landmark in Boston's North End designed by Charles Bulfinch. Proper surface preparation and painting of new and restored metal and wood components ensured a successful renovation. APPROACH St. Stephen's Church, Boston OUR FORENSIC PROCESS Jonathan Maynard Building, Framingham Independence Hall Tower, Philadelphia Building professionals specializing in historic structures and sites often apply medical terminology, such as "pathology" and "forensics" and building pathology to their technical work. The analogy is appropriate because we first concern ourselves with what one thing or combination of things caused the problem (the diagnosis), and then prescribe an informed program of repairs and improvements. Accordingly, after the forensic team identifies, say, a failing window lintel, we locate the likely sources and causes and then try to determine whether the problems are specific and limited, or systemic and widespread. This information guides our appropriate repair action and our recommendations for long-term preservation and maintenance. A variety of high-tech tools and techniques are available to properly investigate building materials assemblies and to assess the likely extent and cost of repairs, but careful visual evaluation informed by understanding of building construction and detailing remains the mainstay of building condition assessment. As noted above, our work begins with thorough field - documentation, informed wherever possible by original and "as -built" drawings. STRUCTURAL AND BUILDING ENVELOPE REPAIR The granite and pressed -brick masonry walls of the Main House appear to have survived in relatively good condition with relatively minor water -related deterioration, but there is at least one imminent structural failure requiring immediate stabilization. Some masonry assemblies exhibit loss of mortar and migration of brick and stone units. Trapped moisture contributes to deterioration, cracks and, during winter months, freeze -thaw damage. The slate roof is an important and prominent design element and it appears from a distance that the extant roof assembly continues to perform its job. Metal gutter and cornice elements exhibit damage in several areas and will require careful scrutiny (from an aerial lift, if possible) to determine whether the damage is superficial or extensive. Working from the top down, we would assess whether the building's masonry and metalwork problems are the result of roofing and flashing deficiencies. Our work in several Massachusetts communities has included conditions assessment, feasibility analysis and preservation - related design involving prominent, Town -owned landmarks. At Braintree's Old Thayer Public Library, an 1873 town -owned landmark slated for adaptive use as a public meeting facility, our comprehensive building conditions assessment resulted in the Massachusetts Historical Commission (MHC) selecting our exterior preservation project for a Round 17 Preservation Projects Fund grant. The current project entails masonry repointing, roof and gutter replacement, chimney restoration and reinforcement of roof and attic framing. At Borderland State Park in North Easton, the Ames Mansion is an extraordinary stone and concrete house museum and popular wedding venue. Our comprehensive condition assessment of the Mansion and grounds facilitated two subsequent phases of public -bid masonry repair/repointing and roofing and flashing replacement. MECHANICAL, ELECTRICAL, PLUMBING & FIRE PROTECTION SYSTEMS UPGRADES As part of our assessment work, our mechanical/electrical/plumbing engineers will assess the existing building systems, estimate future loads and recommend upgrades. Past utility bills, if available, will be reviewed. With an eye toward efficiency, economy and ease of maintenance, recommendations for improvement and upgrade will be provided. For the National Park Service, we have overseen historic preservation and building systems upgrade at many nationally significant sites, including the Longfellow House, the Home of FOR, Vanderbilt Mansion and Sagamore Hill, Oyster Bay, NY Sagamore Hill (Theodore Roosevelt's "Summer White House"). At Sagamore Hill, we analyzed space needs and physical - plant conditions at several park structures to support a new NPS master plan, designed life -safety upgrades to the Mansion and rehabilitated "Old Orchard," the Park's museum and visitor center, providing universal accessibility to the existing first - APPROACH floor exhibit and meeting rooms and new public restrooms. SITE FEATURES We will identify and investigate site features, including retaining walls, attached to the house. We will recommend mitigation of biological growth and repair and reconstruction of damaged wall sections, brick paving and steps. ACCESSIBILITY BH+A is committed to the concept of universal accessibility, an inclusive approach allied to the intent of the Americans with Disabilities Act and with State Accessibility regulations. Historic buildings usually present interesting accessibility challenges; as creative problem -solvers, we accept these challenges with gusto, working to create sensible and affordable accessibility solutions that respect historic character. For example, our new ramp and stair assembly for the United South End Settlement (USES) facility preserved the fagade of a masonry historic landmark and provided direct access to meeting rooms in the heart of the building. It is understood that full accessibility to the upper floors of the Main House is not anticipated in the near future. However, the estimated cost for a major renovation project could trigger Massachusetts Architectural Access Board (MAAB) accessibility requirements; we will review and discuss the issues and parameters. COST CONTROL The control of project costs through design and construction is a defining characteristic of BH+A. Working with our consulting cost estimator (D.G. Jones), we typically develop the cost in steps. We would use our extensive experience on similar projects with D.G. Jones to assemble practical and defensible estimates of the prioritized proposed work items. This menu -based approach provides a cost -by -component -of -work basis, rather than the multiple divisions of trades upon which future projects might be bid. This cost estimating approach is useful during the schematic design process, when sufficient technical detail is still being gathered and processed. Typically, a project contingency allowance is included; pending approval and funding of subsequent design phases, this contingency allowance would be reduced as the bid drawings and specifications evolve and grow in detail. SCHEDULE CONTROL Our approach to your project schedule is twofold. First, we create a Workplan that projects the overall timeline for the facilities master plan. Next, we create a working agenda, which is a document that shows on a bi-weekly basis what we wish to accomplish by Task and document; it includes an agenda for each of our project meetings so that the interested parties know when they have to attend. The agenda process for BH+A is similar to a trip itinerary; on a weekly basis, we can evaluate where we are based on our itinerary and make staffing adjustments as necessary. With a staff of 35, BH+A has an advantage in that if our schedule slips, we have ample resources to call upon to help get back on schedule. SCHEDULE A= Meeting 2011 2012 Dec Jan Feb Mar Apr May June Project Start -Up Task I — Documentation and Data Gathering Task II -- Project Scoping Task III -- Building Conditions Assessment and Recommendations Town Meeting A= Meeting Existing heating system Project -in basement window and masonry surround exhibit minor water damage Typical basement walls indicate periodic moisture penetration The "undercroft" Exquisite period lighting and paneled ceiling Service stairs retain their historic character The brick -paved porte-cochere establishes a welcoming scale and texture Exterior walls and copings need repair and repointing Although it has been affected by years of weather, the copper work represents a key character -defining feature that should be preserved A handsome copper finial caps the slate -shingled gable end Stepped flashing where roof and turret meet A whimsical dormer Slate work at dormer and turret appears to be in fair/good condition Copper and timber work will be scrutinized for deterioration beyond normal "wear and tear" Chimneys and ridge flashing will be inspected from below This serious condition needs immediate attention; the brick is poised to fall into the function room roof Damaged and stained decorative metal and stone masonry Unusual window features and masonry in need of repainting Moisture -related damage to masonry near ground Existing accessibility solution Brick masonry needing repointing Deteriorated wood sill is visible behind cladding Damage to crenellated copper This slate roof has weathered Existing exterior storm windows Copper roof drain conductor Curved sash needs renewal and reglazing Example of exquisite wood craftsmanship Magnificent interior detailing and fixtures Interior window detailing Modern floor finishes Condensation damage at window sash Toilet in upstairs room Upstairs hall, used for staging party decorations Dormer window sash and frames are in relatively poor condition Historic equipment and fixtures should be preserved wherever possible Extant steam radiator Window hardware needs renewal and replacement Upstairs bathrooms should be updated and renovated Existing shower could be upgraded Questions? U C N .� Q X W C (O National Park Service Historic Projects: Independence National Historical Park, Philadelphia, PA Old State House, Boston National Historical Park, Boston, MA Longfellow House National Historic Site, Cambridge, MA Minute Man National Historical Park, Concord, Lincoln, Lexington, MA Springfield Armory National Historic Site, Springfield, MA Saugus Ironworks National Historic Site, Saugus, MA Charlestown Navy Yard, Boston National Historical Park, Boston, MA Olmsted National Historic Site, Brookline, MA Adams National Historical Park, Quincy, MA Lowell National Historical Park, Lowell, MA Boston Harbor Islands National Park, Fort Warren, Boston, MA Cape Cod National Seashore, Truro, MA Home of Franklin D. Roosevelt National Historic Site, Hyde Park, NY Saint-Gaudens National Historic Site, Cornish, NH Sagamore Hill & Old Orchard Visitor Center, Oyster Bay, NY Vanderbilt Mansion National Historic Site, Hyde Park, NY Lincoln Memorial Reflecting Pool, Washington, DC Valley Forge National Historical Park, Valley Forge, PA Allegheny Portage Railroad National Historic Site, Altoona, PA Washington Tents Exhibit Case, Yorktown Visitor Center, Yorktown, VA Other Historic Building Projects: Saint Stephen's Church, Boston, MA Athenaeum Hall, Framingham, MA Jonathan Maynard Building, Framingham, MA State of Connecticut Historic Properties (4), multiple locations Main Street School, Chatham, MA Bulfinch Hotel, Boston, MA United South End Settlements, Boston, MA k SUMMARY OF BH+A HISTORIC PROJECTS Municipal Building Assessment & Renovation Projects Chatham Community Center, Chatham, MA Frisbee School Reuse Study, Kittery, ME Lexington Town Hall Study and Renovation, Lexington, MA White House and Muzzey Senior Center Assessment, Lexington, MA Community Center Assessment and Renovation, Sharon, MA Assessment of (5) Town Buildings, Sudbury, MA Assessment of the Wilber School, Sharon, MA Municipal Space Needs Study, Sharon, MA Space Study for Town Hall & Health Center, Brookline, MA Stephen Glover Train Memorial Health Center Renovation, Brookline, MA Hollis Street Fire Station Renovation, Framingham, MA Upper Millyard Properties, Amesbury, MA Athenaeum Hall, Framingham, MA Maynard Building, Framingham, MA Lexington Facilities Study, Lexington, MA Westwood Facilities Study, Westwood, MA Assessment of 51 Town Buildings, Wellesley, MA Assessment of 70 Town Buildings, Brookline, MA Assessment of 30 Town Buildings, Duxbury, MA Assessment of 19 Town Buildings, Lexington, MA Assessment of 10 Town Schools, Lexington, MA Assessment of 10 Town Buildings, Hanover, MA Assessment of 9 Town Buildings, Winthrop, MA Assessment of 10 Town Buildings, Sharon, MA Assessment of 5 Public Buildings, Weston, MA Assessment of 4 Public Schools, Bedford, MA Assessment of 6 Public Schools, Milton, MA Jonathan Maynard Building Old State House, Boston, MA Saint Stephen's Church Independence Hall Tower with scrim OLD THAYER PUBLIC LIBRARY RELEVANCE TO YOUR PROJECT • Historic municipal building • Building envelope assessment • Chapter 149 PROJECT PERSONNEL • Joel Bargmann • Jack Glassman • Adrienne Cali Photograph from the Braintree Historical Society OLD THAYER PUBLIC LIBRARY Old Thayer Public Library Braintree, MA The Old Thayer Public Library was endowed by General Sylvanus Thayer as a gift to the town of Braintree, Massachusetts in 1872. For over 80 years, this building served the community as a library, until a larger library was built across Washington Street in 1953. The Thayer Library building was then renovated in 1953 to accommodate office space for the Municipal Water and Sewer Department. The Library is listed on the National Register of Historic Places and is a contributing local example of Victorian architecture with French influence. The Town contracted with BH+A to assess the current conditions of the building and to prepare recommendations for preservation and renewed use of the building for public meetings and events. Research, documentation, condition assessment and recommendations will lead to the short-term exterior stabilization of the Old Thayer Library, by repairing and preserving exterior architectural stonework, repointing masonry joints, and replacing the failing slate roof. The long-term rehabilitation phase will focus on the restoration of the interior features, removal of the added mezzanine level and making the building ADA compliant. A new addition is proposed at the west elevation to solve current egress r issues. This addition will house a wheelchair lift for accessibility to the first floor, a stairway to the first floor, and a vestibule for access to new code -compliant restrooms in the basement. The addition is intended to r .'r preserve the historic character of the Old Thayer Public Library. - t• j f j ` Reference: Christine Stickney, Director of Planning Town of Braintree - r 781-794-8232 Schemes for incorporating ADA Accessibility into building JONATHAN MAYNARD BUILDING RELEVANCE TO YOUR PROJECT • Historic municipal building • Building envelope assessment & rehabilitation • Chapter 149 public construction PROJECT PERSONNEL • Joel Bargmann • Jack Glassman New Window JONATHAN MAYNARD BUILDING Jonathan Maynard Building Framingham, MA Constructed in 1915 and inspired by Independence Hall, the Jonathan Maynard Building is a former school building owned by the Town. BH+A completed a conditions assessment and recommendations, construction documents for preservation, and restoration of the exterior, and construction administration. As the building is located on the historic Town Common, the priority has been to preserve rather than replace existing building fabric and to leave the exterior appearance unchanged. The scope of work at the wood double - hung windows is therefore to repair wood, using a conditions -based criteria developed from the initial survey. Performance was improved by the addition of weatherstripping and the replacement of the existing single glazing with laminated glass. (Existing interior storm windows will remain.) The badly deteriorated slate roofing and copper ridge caps were removed and replaced with new, the wood balustrade was restored. Falling brick chimneys were rebuilt and wall were repointed. Construction documents included 3D views of details to convey best the requirements for proper construction of traditional details. BH+A worked closely with the client to meet schedule, determining that the project could proceed through the winter months. A heated scaffolding system enclosure allowed this to be done. Reference: Douglas Goddard, Capital Buildings Project Manager 508-532-5436 New Gutter AMES ESTATE RELEVANCE TO YOUR PROJECT • Historic building • Building condition assessment • Chapter 149 public construction PROJECT PERSONNEL • Joel Bargmann • Jack Glassman AMES ESTATE DCR: Borderland State Park Historic Properties Easton, MA BH+A assessed the existing conditions of the historic Ames Mansion and estate landscape, developing a prioritized list of recommended actions for maintenance programs, prioritization of capital needs and assessment of reuse potential. BH+A subsequently managed the restoration of masonry and windows. The Mansion is located in Borderland State Park, which is listed on the National Register of Historic Places as a historic district. Reference: Jeffrey Harris, Preservation Planner DCR, Eastern Massachusetts Region 617-626-4396 Wilbur Farmhouse Smith Barn & Farmhouse SAGAMORE HILL NATIONAL HISTORIC SITE North Carriage Shed and Tool shed GardjShedStable Pet Cemeteryo Ice House Roosevelt #: Horne Garden pasture and site open field site Parking Orchard site Visitor' c' 0'0 c �f— Center o� New Barn oao (mill Old Orchard Museum 1 Agricultural field site Pasture and open field site To Oyster say RELEVANCE TO YOUR PROJECT • Historic building PROJECT PERSONNEL • Joel Bargmann • Jack Glassman n O a 1 D v m SAGAMORE HILL NATIONAL HISTORIC SITE Sagamore Hill National Historic Site Oyster Bay, NY BH+A completed a master plan and design of a comprehensive upgrade to historic interior and museum lighting systems. At "Old Orchard," Theodore Roosevelt, Jr.'s home and now the Park's headquarters, BH+A completed mechanical and life safety system upgrades, interior and exterior accessibility improvements and renovations to support new museum exhibits. Prior work completed by BH+A at the site include design of a fire suppression system at the Mansion and a Facilities Master Plan for the grounds, maintained as a working farm by Theodore Roosevelt. Reference: Amy Verone Chief of Cultural Resources National Park Service 516-922-7040 x817 SHARON COMMUNITY CENTER RELEVANCE TO YOUR PROJECT • Historic municipal building • Assessment & renovation • Chapter 149 PROJECT PERSONNEL • Joel Bargmann SHARON COMMUNITY CENTER Sharon Community Center Sharon, MA The project began with a feasibility study and BH+A was subsequently awarded full design services. The study assessed a variety of options for renovations to the 34,000 sf building. Program areas for the Council on Aging and the Recreation Department include a Senior Center, arts and crafts room, card room, game room, classroom, computer room, fitness area, cafe and kitchen. Reference: Maureen Doherty, Standing Building Committee 508 - 208 - 5648 (cell) New commercial kitchen Existing conditions: above and right SAINT STEPHEN'S CHURCH RELEVANCE TO YOUR PROJECT • Historic building • Building envelope assessment & rehabilitation PROJECT PERSONNEL • Joel Bargmann • Jack Glassman I r Belfry and Dome Before SAINT STEPHEN'S CHURCH Saint Stephen's Church Boston, MA Designed by Charles Bulfinch, St. Stephen's is located in Boston's North End. BH+A completed a study and repair and restoration of this historic church. The project scope addressed 40 years of deferred maintenance of the architectural millwork and metalwork comprising the cupola, tower and belfry, the restoration of the exterior doors, masonry and stone cleaning, roof and interior plaster repairs. Reference: Rafik Ayoub, Senior Engineer Archdiocese of Boston 617-746-5667 INDEPENDENCE HALL TOWER RELEVANCE TO YOUR PROJECT • Historic building • Building envelope assessment & rehabilitation • Public construction PROJECT PERSONNEL • Joel Bargmann • Jack Glassman • Deborah Robinson • Adrienne Cali INDEPENDENCE HALL TOWER Rehabilitation of Independence Hall Tower Independence National Historical Park Philadelphia, PA BH+A has completed the design for the exterior rehabilitation of the tower at Independence Hall for the National Park Service. The scope of work on this project included preparation of bid documents for the removal of various roofing materials and replacement with new at the ten very different roof levels. This included both copper and lead roofing as well as wood shakes and related copper flashings and trim. The design effort required careful assessment of how best to detail each roof condition in a way that would retain (or reintroduce) the original design intent, while at the same time fulfilling the requirement of making the envelope watertight. Further complicating this was the need to inspect the wood framing conditions at the interior and both repair deteriorated elements and reinforce so as to allow for more secure attachments of the wood balustrades. The scope also included work at wood windows, where the challenge was to identify the scope of required repairs at windows that were difficult to access, had many layers of paint, and were of assorted ages and degrees of matching of historic profiles. In order to provide information that was as complete and clear as possible, the drawing set incorporated 3D views of the building, photographs of existing conditions, existing and new details, and in the case of the windows detailed matrices for each window or window type that identified all components and the required work. The process has included working closely with not only the NPS's Denver project managers and review staff, but also the Independence National Historical Park staff, the Philadelphia Historic Commission and their Architectural Committee, and the State Historic Preservation Officer. Reference: Ron Treants National Park Service, Denver Service Center 303-969-2326 SAINT-GAUDENS NATIONAL HISTORIC SITE RELEVANCE TO YOUR PROJECT • Historic Property • Restoration PROJECT PERSONNEL • Joel Bargmann • Jack Glassman • Deborah Robinson • Adrienne Cali SAINT-GAUDENS NATIONAL HISTORIC SITE Saint-Gaudens National Historic Site Cornish, NH BH+A has worked atthe site since 1995 on multiple projects. Projects have included historic landscape and museum master planning, evaluation and design of sculpture enclosures, design of new maintenance and collection storage buildings. BH+A also designed a new visitor center for the site that houses a gift shop, multi -media auditorium, library and restrooms. BH+A's work has most recently been a Historic Structures Report for the Blow -Me - Down -Mill. Reference: Margo Davis, National Park Service 303-987-6642 Blow -Me -Down -Mill Carriage House Prudence Crandall: Paint removal protections CONNECTICUT MUSEUM PROPERTIES Prudence Crandall Museum Canterbury, CT BH+A is working with the State of Connecticut at four historic house properties. Particularly relevant is the Prudence Crandall Museum. The scope of work included window restoration, carpentry repairs, prep and painting. The three other properties, listed on the National Register of Historic Places, include: • Old New -Gate PrisonNiets Tavern, East Granby • Henry Whitfield State Museum, Guilford • Sloane -Stanley Museum/Kent Iron Furnace, Kent Reference: Karin Peterson, Museum Director Connecticut Commission on Culture and Tourism Historic Preservation & Museum Div. 860-256-2760 a• A i it IJ .i Prudence Crandall: Preserving paint history example HOME OF FDR NATIONAL HISTORIC SITE RELEVANCE TO YOUR PROJECT • Historic building PROJECT PERSONNEL • Joel Bargmann • Jack Glassman HOME OF FDR NATIONAL HISTORIC SITE Home of FDR National Historic Site Hyde Park, NY A birthplace, childhood home, presidential retreat and final resting place of FDR, the Home of Franklin D. Roosevelt National Historic Site, "Springwood", reflects the history and tradition of an ancestral home. As part of the building's preservation program, BH+A designed new building systems and accessibility upgrades including a new elevator. The design of a pre-engineered maintenance building was an additional scope item. Reference: Amy Verone Chief of Cultural Resources National Park Service 516-922-7040 x817 LINCOLN MEMORIAL REFLECTING POOL _ _ t RELEVANCE TO YOUR PROJECT • Historic property • Public Project PROJECT PERSONNEL • Joel Bargmann LEXINGTON TOWN HALL LINCOLN MEMORIAL REFLECTING POOL National Mall, Washington DC The renovation and repair of the Lincoln Memorial Reflecting Pool is part of an overall rehabilitation of the entire cultural landscape. BH+A's project scope involves water filtration issues, drain issues (related to codes), surface treatment of the pool concrete, assistance with concrete mix design for coloration and details for either skimmer edges or the connection of the slab to the existing granite curb and other expansion control issues with assistance from the structural engineer. Reference: Joe Crystal Project Manager National Park Service, Denver Office 303-969-2494 Rendering of reflecting pool skimmer close-up Currently in construction I m 0 Q INTRODUCTION �D,, Bargmann Hendrie + Archetype, Inc. (BH+A) is a 35 -person architecture firm in Boston, Massachusetts. BH+A's award-winning portfolio is consistently recognized for innovative, functional, cost-effective design. We provide architecture, interior design, graphic design, sustainable design and business planning services. Our design philosophy is to create solutions with character that reflect optimal functional layouts, innovative use of materials, state-of-the-art operating systems and sound financial planning. WORKPLACE HOUSING ATHLETIC EDUCATIONAL MUSEUM BH A UNIQUE SERVICES Innovative Materials BH+A's strong ability to provide creative design within limited project budgets fosters our search for innovative materials. Examples include using Astroturf in place of carpet, maple plywood ceiling tiles and inexpensive industrial lights for interior applications. Energy Optimization BH+A is a leader in energy -efficiency design and LEED Certification. Building placement, building envelope, insulation, heat recovery systems and the use of natural lighting, are studied with the ultimate goal of reducing energy consumption. Convexity Capital The Design Charrette BH+A's design process is an intensive design "Town Hall" that includes the client, community, facility end-users and specialized consultants with varying technical expertise. This extremely effective approach builds consensus early on about design, program and budget. Business Planning BH+A is uniquely qualified in the area of business planning. Our business planners create detailed profit and loss statements, revenue and operating costs forecasts, and plans for project financing, tax impact and fundraising. Cost Estimating BH+A's design process emphasizes the early cost review of all scope items so that the optimal investment of every budget is facilitated. In-house Aquatic Design BH+A is the only architectural firm in New England with its own in-house aquatic design capability. The firm does not affiliate with any specific manufacturer, which allows greater creativity and control of the pool and mechanical systems. Our History Formed initially as Bargmann Hendrie Architects in 1980, the firm became Bargmann Hendrie + Archetype, Inc. in 1997. BH+A is a corporation formed to practice architecture and interior design with expertise in recreational, workplace, cultural and historic projects. Led by four Principals, the firm was founded by Joel Bargmann and Carolyn Hendrie, Principals. Tom Scarlata and Rob Del Savio were named Principals in 2004 and 2008, respectively. Our People Our team is made up of design and business professionals with diverse expertise and specializations including aquatic design and business planning. Ten staff members are LEED accredited and two are CSI members, one as past president. - 24 Architectural Staff (17 Registered) - 5 Interior Design Staff -1 Owner's Project Manager - 5 Administrative Staff Our Office Designed by the firm and constructed in 2006, BH+A's office is a colorful and creatively designed open work environment that promotes teamwork, collaboration and efficiency. Our Technology Armed with comprehensive software and systems, the BH+A technology infrastructure allows for better design and more efficient project management through the use of CAD and modeling applications, networks and web -based communication tools. BH+A Offices DESIGN AWARDS & PUBLICATIONS Smith Aquatic & Fitness Center 2011 Awarded "Juror's Favorite, Green Building Leadership Project Award" by the James River Green Building Council Smith Aquatic & Fitness Center, Charlottesville, VA Named "Facility of Merit" by Athletic Business Smith Aquatic & Fitness Center, Charlottesville, VA Awarded "Facility of the Year" by Massachusetts Recreation & Parks Association Hyannis Youth Center & Ice Arena, Hyannis, MA 2010 Designing the Parks, Merit Award for Master Plans Minute Man National Historical Park, Lexington, Lincoln and Concord, MA Environmental Business Council Award for Achievement in Environmental Energy Education Salty Brine Bathhouse, Narragansett, RI 2009 Preservation Award from the Massachusetts Historical Commission Plymouth Rock Portico at Pilgrim Memorial State Park, Plymouth, MA Design Citation for K -12 Design Awards by Boston Society of Architects/AIA Spruce Street Nursery School, Boston, MA Materials Performance Magazine, Cover story in January 2009 issue Plymouth Rock Portico at Pilgrim Memorial State Park, Plymouth, MA 2008 BOMA Office Building of the Year for Suburban Mid -rise Office Park Stony Brook Office Park, Waltham, MA International Illumination Design, Award New England Section Convexity Capital, Boston, MA DCAM Award for Excellence Leasing Award for the Attorney General's Office, Boston, MA F; sLi Spruce Street Nursery 2007 National Association of Home Builders, Pillars of the Industry Award Finalist Endicott Green Apartments, Danvers, MA Design Share/School Construction News Merit Award for Outstanding Accomplishments in School Architecture Harris Family Children's Center, Phillips Exeter Academy, Exeter, NH Design Share/School Construction News Recognized Value for Outstanding Accomplishments in School Architecture Garrison Center for Early Childhood Education, Mount Wachusetts Community College F7 u F7 u Cl n ❑ Cl El ❑ ❑ ❑ ❑ ❑ r7 u AIA of Central Massachusetts Design Award Worcester Boys & Girls Club Architectural Woodwork Institute, Award of Excellence Convexity Capital Design Solutions: Journal of the Architectural Woodwork Institute Convexity Capital published in the Winter 2007 issue 2006 Greater Boston Real Estate Board Award of Excellence Endicott Green Apartments, Danvers, MA Athletic Business, "Design Details" featured in June 2006 issue Veterans Memorial Pool, Lebanon, NH Worcester Magazine, Cover story in the July 2006 issue Worcester Boys & Girls Club 2005 Design Share/School Construction News, First -place Honor Award Spruce Street Nursery School, Boston, MA Convexity Capital Commercial Builder/Architect Magazine, BH+A selected "Architect of the Month" 2004 Recreation Management Magazine Holden Community Pool, published in May/June 2004 issue 2003 Architectural Record, published in January 2003 issue Naismith Memorial Basketball Hall of Fame, Springfield, MA Cadalyst Magazine, featured on cover of the January issue Concord Street Executive Center, North Reading, MA 2002 Athletic Business, "Facility of the Year," The Swimming Hole, Stowe, VT Aquatics International, "Best of Aquatics, Best Fitness Club" The Swimming Hole, Stowe, VT Basketball Hall of Fame National Park Service Accessibility Achievement Award Minute Man National Historical Park, Battle Road, Concord, Lexington and Lincoln, MA Affirmative Market Program Award, Commonwealth of Massachusetts BH+A named WBE firm with the Highest Contracting Volume for Design DESIGN AWARDS & PUBLICATIONS 2001 Athletic Business, "Facility of the Year," featured on cover of June issue Joseph N. Hermann Youth Center, North Andover, MA NewBusiness Magazine, Harvard Business School, Summer 2001 Zefer Offices featured in "Entrepreneurial Space" Boston Globe, "Your Home," featured in, "Urban Lofts", October 2001 Fort Point Place 2000 Rockport Publishing, "Design Secrets: 50 Real -Life Office Projects" Zefer Offices featured in the book f Joseph N. Hermannn Youth Center 1999 BOMA "Office Building of the Year," Oracle, Phase I* Massachusetts Architectural Access Board, AAB Accessible Design Honor Award Minuteman National Historical Park, Battle Road, Concord, Lexington, Lincoln, MA 1998 Outstanding Achievement in Lighting Design, Illumination Engineering Society of NA Mintz Levin Cohn Ferris Glovsky and Popeo PC* 1997 Advanced Technology in The Workplace, American Institute of Architects NYNEX*, Annual Review & Home Page Contract Design Magazine, Feature Article, Boston Edison*, Fall 1997 1996 Citation Award by Boston Society of Architects/AIA Design Excellence in Interior Architecture, Meditech Garden Honor Award by Boston Society of Architects/AIA Design Excellence in Interior Architecture, Interleaf Headquarters Hyper -Realistic Computer-generated Architectural Renderings Boston Edison* Owner of The Year Award for Partnering & Quality Construction Industry Liaison Group, NYNEX* Boston Globe, feature article by Robert Campbell, Egerman Residence Honor Award by Boston Society of Architects/AIA, Egerman Residence Contract Design Magazine, Feature Article, NYNEX* Honor Award by Boston Society of Architects/AIA, Boston Edison* Egerman Residence 1995 Honor Award by Boston Society of Architects/AIA Design Excellence in Interior Architecture, Archetype Offices Honor Award by New England American Institute of Architects/AIA NYNEX* Interior Design Magazine, Feature Article, Archetype Offices Progressive Architecture Magazine Case study, Belchertown Child Care Center 1994 Outstanding Achievement in Lighting, International Illumination Design Awards, Boston Edison* Boston Globe, feature article by Robert Campbell Libert Residence Remodeling Magazine, feature article Libert Residence 1993 Solomon Schechter Gold Award Mishkan Tefila, Chestnut Hill, Massachusetts 1992 Builder Magazine Merit Award Libert Residence, Weston, Massachusetts 1991 "New New England Architecture," Boston Society of Architects The Weston Golf Club* Archetype Offices Libert Residence 1990 Award for Design Excellence, New England Concrete Masonry Award, Storrow Park Design Excellence Award, Division of Capital Planning & Operations, Storrow Park 1983 The Governor's Citation, Design Excellence & Energy Efficiency, Energy Efficient House 1981 Citation for Design Excellence, Massachusetts DCPO, Nantasket Bath House * Carolyn Hendrie was Principal -in -Charge of this ADD Inc project 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 (J Joel Bargmann, AlA, Principal Print Name & Title Date November 21, 2011 Bargmann Hendrie+Archetype, Inc. Company Name CERTIFICATE OF TAX COMPLIANCE Pursuant to Chapter 62C of the Massachusetts General Laws, Section 49A (b), I Joel Bargmann, AIA, Principal, authorized signatory for Bargmann Hendrie + Archetype, 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. ��Z!sq November 21, 2011 Signature Date CERTIFICATE OF VOTE At a duly authorized meeting the Board of Directors of the Bargmann Hendrie + Archetype, Inc., (BH+A)held on November 18, 2011 it was VOTED, THAT Joel Bargmann, AIA Treasurer (Name) (Officer) of Bargmann Hendrie + Archetype, Inc. be and hereby is authorized to execute contracts and bonds in the name and on behalf of Bargmann Hendrie + Archetype, Inc., and affix its corporate seal hereto; and such execution of any contract or obligation in the name of Bargmann Hendrie + Archetype, Inc. on its behalf by such officer under seal of Bargmann Hendrie + Archetype, Inc., shall be valid and binding upon this company. I hereby certify that I am the clerk of the above named Bargmann Hendrie + Archglyge, Inc. and that Joel Bargmann, AIA, Treasurer is the duly elected officer as above of said Bargmann Hendrie + Archetype, Inc., and that the above vote has not been amended or rescinded and remains in full force and effect as the date of this contract. November 21, 2011 (Date) (Clerk) Town of North Andover RFQ Page 2 of 2 Stevens Estate — Facilities Master Plan DEBARMENT DISCLOSURE FORM PUBLIC CONTRACTS - DEBARMENT CHAPTER 500, ACTS OF 1991 The said undersigned certifies under penalties of perjury that the said undersigned is not presently debarred from doing public construction work in the Commonwealth of Massachusetts under the provisions of Section 29F of Chapter 29 of the General Laws, or any other applicable debarment provisions of any other Chapter of the General Laws, or any Rule or Regulation promulgated thereunder. Date: November 21, 2011 Name of Bidder: Bargmann Hendrie + Archetype, Inc. By: Print Name & Title of Person Signing: Joel Bargmann, AIA, Principal Address: 300 A Street City, State, ZIP: Boston, MA 02210 I t. ", CERTIFICATE OF LIABILITY INSURANCE I wO&owff MG1 ' 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($), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder Is an ADDITIONAL INSURED, the pol[Wles) must be endorsed. If SUBROGATION IS WAIVED, subject to the I terms and conditions of the policy, certain policies may require an endorsement. A statement on this certiNcate does not confer rights to the certificate holder In lieu of such endonsementisl. (PRODUCER I BIXBY INSURANCE AGENCY, INC. P.O. BOX 830 - 851 PUTNAM PIKE GREENVILLE, RI 02828 INSURED BARGMANN, HENDRIE +ARCHETYPE, INC. 300 A STREET BOSTON, MA 02210 NngiE ROBERT P. BIXBY CPCU MN., IVC No Ext :401!349-2120 �I F .. 401 /949-5577 INSURER(S) AFFORDING COVERAGE INSURER A: CONTINENTAL CASUALTY COMPANY INSURERS: NATIONAL FIRE INSURANCE COMPANY INSURER C:. TRAVELERS INSURANCE COMPANY - •� •� �•• •• ..�...�� — u.�.,rvu - Iw-cv Or-'-vvv neve Cetn I*bUtU I IHt INSUKtU 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, ggEXCLUSIONS AND CONDITIONS OF SUCH POLICIES, LIMITS SHOWN SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ILTRR _ TYPE OF INSURANCE INDSR WVOR _ _ _ POLIC GENERAL LIABILITY I A X --C OMMERCIAL GENERAL LIABILITY 4017452375 - CLAIMS-MADELOCCUR- 5110/11 I 5/10/12 GEN POLICY LIMIT APPLIES PER: �_-1 PR El LOC AUTOMOBILE UABILnY -- - - I A ANY AUTO 4017452375 5110111 j 5110112 AUTOS SMiED SCHEDULED I 1 UNDER GENERAL i ANUONTOS-0VYNED X i HIRED AUTOS X AUTOS I LIABILITY EACH I;_ OCCURENCE LIMIT -- UMBRELLALIAIs OCCUR ,A--- EXCESS Lim L­­. DED 1 RETENTION $____-_. B WRKERS COMPENSATION--- AND EMPLOYERS' L ABLITY IN ANY PROPRIETOR/PARTNEWEXECUTIVE Y� NIA 4017452876 5/10/11 5/10112 I QFa I�CML 1,E)R EXCLUDED? I UDESCe, dRIPTION OF TION OO'F E_ - OPERATIONS bNow C I• PROFESSIONAL LIABILITY j105464208 f 7/8/10 7/8111 MCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, AddIdanel ROMIRMe Schedule, H mon Vaca In required) I ACORD 25 (2010105) LIMITS EACH OCCURRENCE a MED EXP (An PERSONAL& PRODUCTS - COMP/OP AGO i OMBIr (Ea al NEQ rINGLE LIMIT i BODILY INJURY (Per pwom) Ii BODILY INJURY (Par mcddwd) i (Per aocmwu) i s EACH OCCURRENCE i AGGREGATE s ' X T v E.L. EACH ACCIDENT S E.L. DISEASE • EA EMPLOYEE S E. L. DISEASE -POLICY LIMIT i $2,000,000 PER CLAIM/ AGGREGATE 1 1 1 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. REPRESENTATIVE The ACORD name and logo are registered marks of ACORD 7=17,1 Bargmann, Hendrie + Archetype, Inc. Table of Contents Ir PAGE NO. Accountants' Report 1 Financial Statements Balance Sheets 2 Statements of Income 4 Statements of Shareholders' Equity 5 Statements of Cash Flows 6 Supplemental Information Selling, General and Administrative Expenses 8 I T Bargmann, Hendrie + Archetype, Inc. Balance Sheets December 31, 2010 and 2009 2010 2009 Assets Current assets Cash $91,672 $66,700 Cash restricted 22,800 22,771 Accounts receivable, net of allowance for doubtful accounts of $25,000 and $6,000 for 2010.and 2009 respectively. 2,484,702 2,735,384 Costs in excess of billings on uncompleted contracts 0 7,900 Prepaid expenses and other assets 139,868 122,700 Total current assets 2,739,042 2,955,455 Fixed assets Equipment 348,107 243,225 Furniture & fixtures 198,884 198,884 Software 223,811 163,410 Leasehold improvements 52,267 52,267 823,069 657,786 Less accumulated depreciation (684,607) (457,459) Total fixed assets 138;462 200,327 Other assets Security deposits 25,167 Total other assets 25,167 Total assets $2,902,671 See accountants' compilation report 2 50,333 50,333 $3,206,115 Bargmann, Hendrie + Archetype, Inc. Balance Sheets December 31, 2010 and 2009 i, Liabilities and Shareholders` Equity Current liabilities T Line of credit 0 100,000 Note payable 17,695 27,026 Accounts payable 504,820 855,858 Billings in excess of cost on uncompleted contracts 40,000 50,000 Accrued expense 499,557 397,496 Total current liabilities 1,062,072 1,430,380 Shareholders' equity 1,840,599 1,775,735 Total liabilities and shareholders' equity $2,902,671 $3,2061115 See accountants' compilation report 3 Bargmann, Hendrie + Archetype, Inc. Statements of Income Years Ended December 31, 2010 and 2009 2010 2009 Revenues and reimbursable expenses Cross fee income $7,681,516 $6,409,174 Direct and reimbursable expenses 3,521,521 3,086,461 Net fee income 4,159,995 3,322,713 Direct labor 1,775,395 1,366,001 Cross profit 2,384,600 1,956,712 Indirect expenses 2,152,429 1,830,355 Income from operations 232,171 126,357 Other income (expense): Other income 0 92 Interest income 3,389 5,945 Interest expense (2,157) (74) Total other income and expenses 1,232 5,963 Net income (loss) $233,403 $132,320 See accountants' compilation report 4 Bargmann, Hendrie + Archetype, Inc. Statements of Shareholders' Equity ! Years Ended December 31, 2010 and 2009 Valance, January 1, 2009 Net income Shareholder distributions Balance, December 31, 2009 Net Income Shareholders' distributions I r Balance, December 31, 2010 Common Stock Number of Shares Issued and Outstanding Total (15,000 shares Amount Retained Shareholders' authorized) (No par value) Earnings Equity 12,245 45,217 1,778,198 1,823,415 132,320 132,320 (180,000) (180,000) 12,245 $45,217 $1,730,518 $1,775,735 233,403 233,403 (168,539) (168,539) I2,245 $45,217 $1,795,382 $1,840,599 See accountants' compilation report 5 Bargmann, Hendrie + Archetype, Inc. Statements of Cash Flows Years ended December 31, 2010 and 2009 2010 Cash flows from operating activities: 2009 Net income $233,403 $132,320 Adjustments to reconcile net income to net cash provided by operating activities: Depreciation 227,149 79,627 Bad debt expense 34,819 0 Change in: (88,961) (106,084) Accounts receivable 215,863 (292,841) Costs in excess of billings on uncompleted contracts 7,900 95,100 Deposits and prepaid expenses (17,168) 22,875 Security deposits 25,166 50,333 Accounts payable (351,038) 206,397 Billings in excess of costs on uncompleted contracts (10,000) (20,000) Accrued expenses 102,061 84,894 Total adjustments 234,752 226,385 Net cash provided by operating activities 468,155 358,705 Cash flows from investing activities Purchases of equipment and improvements (165,283) (71,177) Net cash used in investing activities (165,283) (71,177) Cash flows from financing activities Net repayments (borrowings) of demand note payable (100,000) 65,000 Proceeds from note payable 79,629 100,954 Payments on note payable (88,961) (106,084) Shareholder distribution paid (168,539) (295,000) See accountants' compilation report 6 Bargmann, Hendrie + Archetype, Inc. Statements of Cash Flows Years ended December 31, 2010 and 2009 Net cash used in financing activities (277,871) (235,130) Net increase in cash 25,001 52,398 Cash, beginning 89,471 37,073 Cash, ending $114,472 $89,471 It sI See accountants' compilation report 7 Bargmann, Hendrie + Archetype, Inc. Selling, General and Administrative Expenses Years Ended December 31, 2010 and 2009 Schedule A Bad debt expense Computer expenses Contributions Depreciation Education and seminars Employee benefits Employment and advertising General insurance Indirect Labor Marketing and business development Office supply and expense Other taxes Payroll taxes Postage and delivery Professional dues and registrations Professional fees Professional liability insurance Rent and occupancy costs Repairs and maintenance Telephone and internet Travel and entertainment Expense recovery Total selling, general and administrative expenses 2010 2009 $34,819 $0 109,067 89,248 850 900 227,149 79,627 1,515 3,750 140,871 108,427 467 7,025 13,094 14,343 713,833 641,060 139,026 63,299 94,681 75,291 17,609 5,759 233,215 158,442 2,460 2,290 16,604 11,468 72,520 106,336 90,292 109,720 456,080 475,423 1,147 1,774 21,650 21,762 15,103 6,322 2,402,052 1,982,266 (249,623) (151,911 $2,152,429 $1,830,355 See accountants` compilation report 8