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HomeMy WebLinkAboutContract #: 018221 - From: To: - Exception - ExceptionORIGINAL Proposal for the Town of North Andover Facilities Master for Stevens Estate November 21, 2011 menders, torrey & spencer, inc. Table of Contents Cover Letter Qualifications — About our Firm — Project Team — Resumes Observations & Approach — Timeline Relevant Experience & References — Project Descriptions o Fairhaven High School, Fairhaven, MA o Wellesley College, Wellesley, MA o Bedford Old Town Hall, Bedford, MA o The Stone Building, Lexington, MA o First Church in Salem, Salem, MA o Church of the Covenant, Boston, MA o "Stonehurst," the Robert Treat Paine Estate, Waltham, MA — Client References Sample Work Products: Report Excerpts o Fairhaven High School Building Conditions Survey o Church of the Covenant Building Conditions Survey o Fall River Water Works Conditions Assessment and Feasibility Study Designer Selection Board Forms Required Forms — Certificate of Vote — Certificate of Non -Collusion — Certificate of Tax Compliance — Insurance Certificate — Financial Stability Statement Fee Proposal (submitted under separate cover) menders, torrey & spencer, inc. . architecture, preservation, planning November 21, 2011 Ray Santilh, Assistant Town Manager North Andover Town Hall, 120 Main Street North Andover, MA 01845 Dear Mr. Santilli: menders, torrey & spencer, inc architecture ■ preservation Menders, Torrey & Spencer (MTS) is pleased to submit our proposal for a facilities master plan for the Stevens Estate. Our firm would be honored to create a roadmap for the preservation of this distinguished estate, one so highly valued by the community that it was purchased by the Town when its existence was threatened by development. Today the challenges are different: how to preserve and protect the building's historic character and design attributes in ways that both respect its heritage and address practical realities. In presenting our qualifications, we would like to emphasize several aspects of our team's credentials and experience that we believe set us apart. Experience with historically significant buildings Lynne Spencer, Principal/Preservationist, and Patrick Guthrie, RA, LEED AP, have long careers in preservation and have worked on some of New England's most treasured landmarks, including Old North Church in Boston, H.H. Richardson's "Stonehurst" in Waltham and Ames Memorial Hall in North Easton, Longfellow's Wayside Inn in Sudbury, and Charles Bulfinch's First Church in Lancaster. Our work on historic masonry buildings includes conditions assessments and reuse studies for the Fall River Water Works, the Ohabei Shalom Cemetery Chapel in East Boston, Richard M. Upjohn's Church of the Covenant in Boston, and the main entrance gate, chapel and a mausoleum at Forest Hills Cemetery. Facilities master plans and sensitive renovations of historic public buildings Our firm has performed master plans, conditions assessments, feasibility studies, restorations and comprehensive renovations for numerous public buildings, including the Bedford Old Town Hall, the Stone Building in Lexington (a former library), the Highland Building in Carlisle (a former school), the Frederic Adams Heritage Center in Kingston (a former library) and Old Colony Historical Society (a former school). Arthur Vogt, AIA and Principal -in -Charge, is an expert in building envelope assessment and is also experienced with complex renovations and the sensitive introduction of accessibility modifications, HVAC, life safety, electrical, plumbing and fire protection infrastructure into historic buildings. A collaborative team of professionals We have a long track record of successful projects at historic buildings with subconsultants Structures North (structural engineers), Vlachos Associates (mechanical engineers), Fuss & O'Neill (hazardous materials consultants) and A.M. Fogarty (cost estimators). Our team can commit to the efficient and timely performance of all aspects of the project. Experience in North Andover and with municipalities and state regulations MTS completed large scale projects at the Brick Store Company and North Parish Church and was recently engaged to perform a study for the North Andover Historical Society, so we have great respect and appreciation for the town's built heritage. The firm has worked with more than 35 Massachusetts cities and towns. We are fully conversant and experienced with all Massachusetts regulations, including the Building Code (8th edition), MAAB and ADA. We have a longtime relationship with the Massachusetts Historical Commission and are well versed in local and state historic review processes. Our experience with historic buildings provides us with a unique respect for their lifetime use and inherent possibilities. Should we be selected for this project, we would strive to exceed your expectations. Yours truly, Aogt, � ipal-in-Charge Ly e Spencer, Principal/Preservationist 4 123 North Washington Street, Boston, MA 02110. 617.227.1477 (tel) . 617.227.2654 (fax) . www.mendersarchitects.com menders, torrey & spencer, inc. architecture . preservation 123 North Washington Street, Boston, MA 02114 S¢lv errs �sfa fe { fau'l,f'�e-s `yylaser r°larr ��e �raposa/ c 0 fo V fo a About Our Firm N • Menders, Torrey and Spencer, Inc. is an architectural and planning firm specializ- ing in the design and preservation of civic buildings, historic properties, religious structures and residences. This is the thirty-second year of our architectural practice. With the arrival of 2004 we celebrated a new name, Menders, Torrey & Spencer, Inc. (formerly Claude Emanuel Menders, Architects Inc.). David Torrey and Lynne Spencer have been with the firm for twenty-nine and fifteen years, re- spectively, and have been partners for seven years. In May 2004 we were joined by Arthur O. Vogt, formerly of ABAX, Inc. Arthur has extensive experience with institutional facilities and shares our commitment to clear collaboration with the client to achieve a design that fits setting, program and budget. We are privileged to enjoy the loyalty of long standing relationships with many clients and repeated opportunities to collaborate on their projects. We are committed to working with stewards of historic properties because they think as we do — with a long-term perspective. We enjoy contributing to the de- velopment of "community" through these projects. Our work is as much about people as good design and preservation solutions. Often our projects combine historic buildings and their context with updated infrastructure, building code improvements, and new space usage including social, educational, religious and administrative functions. The sensitive introduction of handicapped access and infrastructure — heating, sprinklers, and electrical upgrades — is a particular exper- tise. However, it is the stabilization and preservation of the building envelope — roof, walls, windows, doors, and foundation — that is fundamental to our practice. menders, torre v u Firm Name: Menders, Torrey and Spencer, Inc. LJ In Business Since: January 1979 (Claude Emanuel Menders, Architects Inc.) Name Change: January 2004 (Menders, Torrey and Spencer, Inc.) Organization: Corporation Partners: David W. Torrey, AIA Lynne M. Spencer, Preservation Arthur O. Vogt, AIA Employment of Principals: v Arthur O. Vogt, AIA 2004 Lynne M. Spencer, Consultant to full-time 1996,1999 J David W. Torrey, AIA 1982 Personnel: $7,500,000 q n Registered Architects: 4 u Architectural Designers 3 Historic Preservation Preservationists 2 Administrative: 1 Public Total Personnel: 10 n u Menders, Torrey and Spencer, Inc. Partner, Preservationist: Lynne M. Spencer Partner, Registered Architect: David Torrey, AIA Partner, Registered Architect: Arthur Vogt, AIA Registered Architect: Bryan Mulligan, RA R -� Registered Architect, Preservationist: Patrick Guthrie, RA, LEED AP Architectural Designers: Kevin Horne Matthew Schexynder Tom Burgess Preservation Planner: Lynn Smiledge Manager of Marketing and Administration: Anne Brown n Annual Value of Projects Bid: Approximate project value, 2006: $7,500,000 q Approximate project value, 2007: $15,000,000 LJ Approximate project value, 2008: $20,000,000 Approximate project value, 2009: $18,000,000 r-1 Historic Preservation u Approximate project value, 2010: $15,000,000 Practice by Type of Work: Building Studies/Master Planning Commercial n Historic Preservation Houses of Worship Institutional ri Public J Residential n L -J Historic Preservation Representative Menders, Torrey and Spencer, Inc. has extensive experience with historic Client List buildings. Among our projects are numerous National Historic Landmarks and Boston Center for]ewish properties listed on the National Register of Historic Places. We are well versed Heritage in the Secretary of the Interior's Standards for the Treatment of Historic Properties and are Boston, MA practiced in working with state preservation agencies. Our work with historic Brick Store Company sites has emphasized preservation, sensitive additions and renovations, code North Andover, MA compliance upgrades and accessibility. We routinely perform historic structures reports, conditions assessments, feasibility studies and master plans, and help Town of Brookline clients identify and obtain grant funding. Brookline, MA First Church Lancaster, MA First Parish Church North Andover, MA Forest Hills Cemetery Jamaica Plain, MA Hamden Tavem Wilmington, MA Historic Boston Inc. Boston, MA Endicott House at MIT Dedham, MA Capt. John Wilson House & Maritime Museum Cohasset, MA Museum of Fine Arts Boston, MA Old Colony Historical Society Taunton, MA Old North Church Boston, MA Old Town Hall Bedford, MA "Stonehurst" Robert Treat Paine Estate Waltham, MA Tremont Nail Clockwise from top left: Old Colony Historical So( Factory Site Stonehurst, Forest Hills Cemetery, North Parish Wareham, MA Church, Old North Church (window), Capt. John Wilson House, Wayside Inn Wayside Inn Sudbury, MA Edith Wharton Estate Lenox, MA menders, torrey & spencer, inc. • architecture, preservation, planning Municipal Representative Menders, Torrey & Spencer, Inc. takes great pleasure in providing services for Client List community -oriented and publicly -funded projects. We are experienced with a diversity of project types and sizes for new construction, additions, and adaptive Bedford Depot reuse of existing structures that have included large municipal projects such as Bedford, MA town halls, libraries, community centers, and reception venues. These spaces Old Town Hall require flexibility in their use as well as functional design, economic Bedford, MA construction, and strict understanding of regulatory requirements. Town Hall Bedford, MA Falmouth Marina Falmouth, MA Harwich Community Buildings Harwich, MA Historic Tremont NO Factory Wareham, MA Nahant Community Center Nahant, MA Nahant Lifesaving Station Nahant, MA Provincetown Library Provincetown, MA "Stonehurst" Waltham, MA Tarkiln Community Center Duxbury, MA Weston Community Center Weston, MA Frederick Adams Heritage Center Kingston, MA Town Hall Bedford, Weston Community Center, Nahant Lifesaving Station, Worcester Jewish Community Center menders, torrey & spencer, inc. • architecture, preservation, planning Architect Menders, Torrey & Spencer, Inc. Partner, Preservationist: Partner, Registered Architect: Partner, Registered Architect: Registered Architect: Registered Architect, Preservationist: Architectural Designer: Preservation Planner Manager of Marketing & Admin.: *Team for the Stevens Estate project Project Team Lynne M. Spencer* David Torrey, AIA Arthur Vogt, AIA* Bryan Mulligan Patrick Guthrie, RA, LEED AP* Thomas Burgess* Kevin Horne Matthew Schexnyder Lynn Smiledge Anne Brown Our proposed team for the project is creative, experienced in all phases of the design process, knowledgeable about historic and contemporary buildings and systems, experienced in Code and universal access upgrades for existing buildings, and has had past success with planning projects that move on to become tangible realities. Arthur Vogt as Principal -in -Charge, Lynne Spencer as Principal/Preservationist and Patrick Guthrie as Project Architect will be supported by Architectural Designer Thomas Burgess. All firm and consultant (below) team members have municipal, institutional and non- profit project experience as well as significant experience in historic preservation. Consultant Structural Engineer: Structures North, Consulting Engineers, Inc. John Wathne 60 Washington Street, Suite 401 Salem, MA 01971 978.745.6817 John Wathne, PE, has extensive experience with modern and historic structural systems. Structures North has worked with Menders, Torrey & Spencer on numerous projects, including the First Church of Christ Unitarian in Lancaster; the Stone Building in Lexington; the Church of the Covenant in Boston; North Parish Church in North Andover; the Massachusetts State House; the G.A.R. Building in Lynn; the Cohasset Maritime Museum; the Major John Bradford House in Kingston; and the Abigail Adams House in Weymouth. Mechanical, Electrical, Plumbing & Fire Protection Engineer: Vlachos Associates, Inc. Michael Vlachos 123 Pine Ridge Road Reading, MA 01867 617.429.8886 menders, torrey & spencer, inc. • architecture, preservation, planning n u u �1 �1 Vlachos Associates has experience working with both historic building studies and renovation projects. Recent projects with Michael Vlachos include the Nahant Life n Saving Station, the First Church in Salem, the Tremont NO Factory in Wareham, the LJ Church of the Covenant in Boston, the Allin Church in Dedham and the Brewster Meeting House. Hazardous Materials: Fuss and O'Neill Robert May 45A Main Street Lakeville, MA 02347 508.946.1747 Fuss and O'Neill provides hazardous material investigations and remediation programs, asbestos abatement programs, lead based paint studies, soil and groundwater programs and indoor air quality assessments. The firm has worked with MTS on the Tarkiln Community Center in Duxbury, the Bedford Depot, Fairhaven High School and St. John's Episcopal Church in Jamaica Plain. Cost Estimator: AM Fogarty & Associates Peter Timothy 175 Derby St # 5 Hingham, MA 02043 781.749.7272 n t -J 2 iJ D AM Fogarty and Associates provides cost estimating services for the construction industry �J with special expertise in historic structures. Peter Timothy has worked with Menders, Torrey & Spencer on the Stone Building in Lexington, the Community Church of West Medway, the Tarkiln Community Center in Duxbury, the Bedford Depot, the Harwich Center, and the West Harwich schools. D 2 2 0-1 I Resume Arthur O. Vogt, AIA Principal, Registered Architect Arthur Vogt's responsibilities include all aspects of project implementation from client interaction and schematic design through staff management and design development to site supervision and contract administration. Art has 30 years of experience in architecture, planning, and construction management, particularly in institutional development, corporate and commercial markets, specialty housing and building envelope restoration and renewal. PROFESSIONAL EXPERIENCE: Partner/Principal, Menders, Torrey & Spencer, Inc. Boston, Massachusetts 2004 to Present Principal, ABAX Architecture PC Boston, Massachusetts 1996 to 2004 Principal, Arthur Vogt Architects Winchester, Massachusetts 1993 to 1996 Project Management Consultant, Mead Consulting, Inc. Boston, Massachusetts 1993 to 1996 Principal, Rojas -Vogt Associates, Inc. Cambridge, Massachusetts 1983-1993 EDUCATION: Harvard Graduate School of Design Master's Degree of Architecture, 1982 With Commendation Brown University Bachelor of Arts, Urban Studies, 1975 PROFESSIONAL REGISTRATION: Massachusetts #6327 PROFESSIONAL AFFILIATIONS: American Institute of Architects Boston Society of Architects Middlesex Canal Commission, Executive Committee PROFESSIONAL PARTICIPATION: Research Assistant, Landmarks in Civil Engineering, Daniel Schodek, MIT Press, 1987 Design Critic & Design Project Consultant, MIT, Real Estate Development Program AWARDS: Paul E. Tsongas Award for Campus Commitment and Rehabilitations, Preservation Massachusetts Wellesley College, 2011 Illumination Design Award, Illuminated Engineering Society of North America Chelsea Public Library, 1991 Governor's Design Citation, Commonwealth of Massachusetts Lexington Special Needs Housing, 1988 Governor's Design Award, Commonwealth of Massachusetts Talking Book Library far the Blind Study, 1986 menders, torrey & spencer, inc. - architecture, preservation, planning Resume Lynne Spencer Principal, Historic Preservation Specialist Lynne Spencer has a long and distinguished tenure in the field of historic preservation. She began her career at the Society for the Preservation of New England Antiquities (now Historic New England), where her role culminated in a twelve year stint as the Director of Properties with responsibility for capital improvements, maintenance and interpretation at120 buildings and 50 historic sites. Lynne gained hands-on construction experience as project manager for a Boston area construction company before spending six years as a historic preservation consultant, with long-term assignments with the Massachusetts Historical Commission, Aniceto Masonry Restoration, and as state director of the Smithsonian Institute's Save Outdoor Sculpture initiative. PROFESSIONAL EXPERIENCE: Partner/Historic Preservation Specialist, Menders, Torrey & Spencer, Inc. Boston, Massachusetts 1996 to Present Historic Preservation Consultant Boston, Massachusetts 1992 to 1998 Contracts included Cost Estimator, Aniceto Masonry Restoration and State Director, the Smithsonian Institute's Save Outdoor Sculpture initiative Project Manager, L.V. Mawn Construction Corporation Braintree, Massachusetts 1990 to 1992 Selected projects included the Winn Public Library designed by H.H. Richardson, the Echo Bridge (Massachusetts Water Resources Authority), and the Powder House at George's Island (Massachusetts Department of Conservation and Recreation) Director of Properties, Society for the Preservation of New England Antiquities Boston, Massachusetts 1978-1990 Responsible for 120 buildings and 50 historic sites. Developed long term capital improvements and cyclical maintenance plans and directed implementation of an average annual budget of $1.2 million for major improvements. EDUCATION: Keuka College Bachelor's Degree of Arts, History & Literature PROFESSIONAL AFFILIATIONS: Boston Society of Architects New England Museum Association American Association for State and Local History Association for Preservation Technology National Trust for Historic Preservation Preservation Massachusetts, Inc. COMMUNITY APPOINTMENTS: Historic Boston Council of Advisors Board of Advisors, Wakefield Charitable Trust Board of Directors, Friends of Longfellow House Board of Directors, Wayside Inn President, Board of Directors, Nahant Historical Society Preservation Easement Committee, Essex National Heritage Commission Nahant Historical Commission Trustee, Nahant Village Church Community Preservation Committee, Town of Nahant Panel, Pew Charitable Trust Panel, Washington Chapter AIA Annual Awards AWARDS: 2010 Paul E. Tsongas Award for Individual Excellence in Preservation, Preservation Massachusetts 2011 Paul E. Tsongas Award for Campus Commitment and Rehabilitations at Wellesley College, Preservation Massachusetts menders, torrey & spencer, inc. • architecture, preservation, planning Resume Patrick Guthrie, RA, LEED AP BD+C Project Architect Patrick Guthrie's responsibilities include all aspects of the design process from project programming and schematic design through the production of construction documents and detailing responsibilities. At the Massachusetts Historical Commission, he was a technical advisor for preservation, restoration and rehabilitation grant projects involving historic buildings and structures throughout the Commonwealth. Patrick's work with the National Park Service included a term with the Historic American Buildings Survey (NABS) documenting landmark structures in Arizona and Washington, D.C. and providing project administration for a multi-year survey of historic properties in New England's National Parks. PROFESSIONAL EXPERIENCE: Project Architect, Menders, Torrey & Spencer, Inc. (formerly Claude Emanuel Menders, Architects Inc.) Boston, Massachusetts 1998-2006, 2007 - present Project Manager, Design Associates, Inc. Cambridge, Massachusetts 2006-2007 Historical Specialist, Massachusetts Historical Commission Boston, Massachusetts 1997-1998 Historical Architect, National Park Service 1992-1997 EDUCATION: California Polytechnic State University, San Luis Obispo Bachelor's Degree of Architecture, 1991 Magna Cum Laude Modesto Junior College Associate's Degree of Science, 1986 PROFESSIONAL REGISTRATION: Massachusetts #20680 PROFESSIONAL AFFILIATIONS: Association for Preservation Technology, Northeast Chapter, Board Member LEED Accredited Professional New England Society of Architectural Historians, Board Member Boston Society of Architects, Historic Resources Committee COMMUNITY APPOINTMENT: Commissioner, Arlington Historical Commission menders, torrey & spencer, inc. • architecture, preservation, planning Resume Thomas A. Burgess Architectural Designer Thomas's responsibilities include assisting at all phases of project development, from existing conditions and site analysis through construction documents and construction administration. His skills include precise documentation and drafting of existing field conditions, computer-aided modeling and rendering, graphic presentation of architectural programming and planning information, and compiling project data in visual and written format for client communications. Thomas has worked almost exclusively on historic buildings for the last six years and possesses extensive knowledge of traditional materials and construction techniques. He holds an Associate degree in Architectural Technology from the State University of New York at Delhi and is currently seeking his professional degree from the Boston Architectural College. PROFESSIONAL EXPERIENCE: Designer, Menders, Torrey, & Spencer, Inc. Boston, Massachusetts 2010 -Present Designer, Mesick Cohen Wilson Baker Architects, LLP Albany, New York 2004-2010 Designer, Landmark Consulting Albany, New York 2005-2009 EDUCATION: Boston Architectural College Student, Bachelor of Architecture Program, 2010 -Present State University of New York at Delhi Student, Associate of Architectural Technology, 2002-2004 PROFESSIONAL AFFILIATIONS: Boston Society of Architects, Historic Resources Committee menders, torrey & spencer, inc. • architecture, preservation, planning Structures No60rth � o E ®IIIDI Washington St, Suite 401 Salem, Massachusetts 01970-3517 CONSULTING ENGINEERS, INC P.O. Box 01971-8560 T978.745.6817 I F978.745.6067 www,structures-north. com Company Statement Structures North Consulting Engineers, Inc. was established in 1996 to provide Structural Engineering Consulting Services to the private, public and institutional sectors. Nearly half of our work consists of historic preservation and restoration, while the remainder includes commercial, residential, institutional and industrial projects of both new and expanded structures. Our company is headquartered in Salem, MA, but our work traverses the Northeast, including projects in Maine, New Hampshire, Connecticut, New York, Vermont and Rhode Island. We have a staff of 10 including four registered Professional Structural Engineers holding current registrations in multiple states. Structures North Consulting Engineers, Inc. has grown to become one of the New England Region's preeminent engineering consulting firms in the field of historic preservation. Almost half of our project work is in the evaluation, preservation, stabilization and renovation of historic and archaic structures. We believe that the built environment plays a large role in defining our society, and relish every opportunity to help historic structures retain a vital role in that on-going definition. We have provided historic preservation/restoration services for Academic, Civic, Commercial, Mixed Use and Residential clients. Structures North provides a full range of historic restoration services, including: ■ Structural restoration, preservation, renovation, alterations ■ Structural investigations and evaluation of existing structures ■ Historic Structures reports ■ Emergency evaluation & stabilization of distressed structures ■ Historic material & building systems consulting ■ Structural testing including wood species identification and grading, mortar evaluation, borascopic surveys, moisture evaluation and resistograph testing. Steeple Repair, Newburyport, MA Masonry Investigation, Newport, RI Masonry Repair, Boston, MA Facade Stabilization, Slatersville, RI 60 401 Structures North Uff E® Salem, ansa husett Suite197 Salem, Massachusetts 01970-3511 CONSULTING ENGINEERS, INC. P.O. Box 01971-8560 T978.745.6817 I F978.745,6067 www.structures-north.com Abbreviated Qualifications John M Wathne, PE President, Principal Structural Engineer PROFILE EDUCATION Mr. Wathne has a wide range of structural analysis and design BS, Civil Engineering experience related to historic building restoration and renovation, Lehigh University, and considerable bridge experience. He has experience in nearly all Bethlehem, PA types of existing structures with an emphasis on construction built before or during the nineteenth century. He has hands-on REGISTRATIONS experience with masonry restoration and post and beam timber Connecticut framing and significant inspection, analysis, and design experience with concrete, terra-cotta, brick, stone, timber, and iron and early Maine low carbon steel structures in archaic as well as modern-day Massachusetts applications. He is experienced in the restoration and repair of New Hampshire totally preserved structures as well as the adaptive re -use of Rhode Island partially preserved and abandoned structures. Georgia Mr. Wathne also has rare training and frequent practical experience in macroscopic and microscopic identification of wood species as well Alabama as timber investigation to identify defects and causes of biological New York attack, using visual inspection, microscopy and resistance -drilling. AFFLIATIONS He was also a pioneer in the development of thermal prestressing for the reinforcement of existing steel structures under load American Society of Testing (Modern Steel Construction, Feb. 1996), and has completed and and Materials, Committee presented research on the subject of historical physical property test C12.03.3, Chair data for Natural Cement (April 1, 2005, Rosendale, NY) at the first Association for Preservation North American Natural Cement Conference. Technology Mr. Wathne is an expert in the evaluation of historic masonry and Preservation Massachusetts the design and specification of mortars for historic structures. He is Boston Preservation Alliance the chair of American Society of Testing and Materials (ASTM) Task Historic Salem Inc, 55 year Group C12.03.03 that has recently completed development of "Standard old arch. pres. society, ASTM's new Specification for Mortars for Existing President `95-`97 Masonry". American Railway PROJECT EXPERIENCE Engineering Association, Code Advisory Comm. #12 Fort Sumter NHS, Charleston, SC '95-`97 Structural Evaluation of historic brick and stone masonry fortress Marblehead Arts that was the site of the first shot of the American Civil War. Made Association- Juried Artist recommendations for stabilization of structural vault, pier and wall Member construction and general recommendations compatible restoration Newburyport Arts materials based upon new ASTM specification. Association- Artist Member Abbreviated Qualifications Structures North John M Wathne, PE Page 2 of 2 Granary Burying Ground, Kings Chapel Burying Ground, Boston, MA Evaluation and restoration of historic grave markers and tombs, and reconstruction of collapsed subsurface brick burial vaults using suspended shields (to protect remains) and historically compatible masonry materials and techniques. Channing Memorial Church, Newport, RI Investigation, analysis and restoration of gothic revival tower masonry following delamination and partial collapse of internal brick construction. Dismantling and reconstruction of 80 -foot stone spire on new reinforced CMU back-up construction separated by vapor permeable air barrier with original stones trimmed and tied to back-up with stainless steel rod system. Funded by Save Americas Treasures grant. Louisa May Alcott's Orchard House, Concord, MA Structural repairs to historic museum and former Alcott residence funded by Save America's Treasures. Project included extensive timber repairs, chimney and foundation wall underpinning, and suspension of entire rear half of house during construction of new foundation while it remained open as museum. Pine Street Inn Tower, Boston, MA Restoration, stabilization and partial reconstruction of 160 -foot Tuscan campanile that was hose tower in former Boston Fire Department headquarters. Project included removal of differentially strained, bonded yellow brick veneer and replacement with new matching yellow veneer brick supported outside a new 100 -foot tall, 1" -thick steel frame hidden within a wept cavity. Also included was the total reconstruction of the corbelled, machicolated rampart and lantern as an accurate replication of the original, internally reinforced for seismic compliance. Modern Theater, Boston, MA Ph1- Inspection, evaluation, monitoring and emergency structural stabilization of Boston's first movie -house following 20 -year abandonment and extensive damage to structural framing and exterior masonry. Ph2- Dismantling and reassembly of historic stone fagade on front of new multi -story dormitory and theater as part of Suffolk University. Reassembled 20" -thick stone facade incorporates hidden supports, braces and relief joints that will allow it to deform by up to 2" in any direction as part of overall building movements during an earthquake with no significant damage. Staple Bend Tunnel /Allegheny Portage Railway NHS, Mineral Point, PA Project included abutment repairs and restoration of 20" thick sandstone liner of first railway tunnel in the Americas. Traditional pointing and project -specific deep jetting and grouting techniques (developed by our office) were used in a phased manner. n LJ v 2 7 L1 n U 2 2 2 D E D J D D I I Machos Associates, Inc. MICHAEL E. VLACHOS President ACADEMIC REGISTRATIONS EXPERIENCE Bachelor of Science Degree Massachusetts Application Pending 2004 - Present, President Northeastern University Vlachos Associates, Inc. Boston, MA Reading, MA 2000 - 2004, Associate RW Sullivan, Inc. Boston, MA PROJECTS Harvard Memorial Hall Dining, Student Center, Theater Cambridge, MA Allin Church Dedham, MA Boston College Higgins Hall Boston, MA Genetics Institute (Wyeth) Campus Andover and Cambridge, MA Massachusetts Eye and Ear Infirmary Boston, MA Salem YMCA Salem, MA Brigham and Women's Hospital Boston, MA 53 State Street, Exchange Place Boston, MA Boston Center for Jewish Heritage at the Vilna Shul Boston, MA Boston College Student Center Boston, MA Cornell Music School Ithaca, NY Harvard Medical School Boston, MA Children's Hospital Boston, MA West Tisbury Town Hall West Tisbury, MA 1990 - 2000, Associate BR+A Consulting Engineers PROFESSIONAL ASSOCIATIONS Boston, MA American Society of Heating, Refrigerating & Air Conditioning Engineers (ASHRAE) American Society of Mechanical Engineers (ASME) 1984 -1990, Senior Engineer Green Building Technology Council TMP Consulting Engineers, Inc. Thesis Advisor - Boston Architectural Center (BAC) Boston, MA 1980 -1984, Facilities Engineer MIT Lincoln Lab Lexington/Cambridge, MA PROJECTS Harvard Memorial Hall Dining, Student Center, Theater Cambridge, MA Allin Church Dedham, MA Boston College Higgins Hall Boston, MA Genetics Institute (Wyeth) Campus Andover and Cambridge, MA Massachusetts Eye and Ear Infirmary Boston, MA Salem YMCA Salem, MA Brigham and Women's Hospital Boston, MA 53 State Street, Exchange Place Boston, MA Boston Center for Jewish Heritage at the Vilna Shul Boston, MA Boston College Student Center Boston, MA Cornell Music School Ithaca, NY Harvard Medical School Boston, MA Children's Hospital Boston, MA West Tisbury Town Hall West Tisbury, MA 7 v r-1 �J Members of our proposed design team would include: Michael E. Vlachos Project Manager/HVAC Engineering n March 2004 to Present - Vlachos Associates, Inc. Reading, MA `J President. Controlling all phases of mechanical systems design. M June 2000 to March 2004 - R.W. Sullivan, Inc. Boston, MA Associate/HVAC Department Manager Began new mechanical and electrical divisions, in charge of all HVAC engineering work accomplished within the company. May 1990 to June 2000 - BR+A Consulting Engineers, Inc. Boston, MA Associate Senior Design Engineer. Responsible for the engineering and design of a variety of projects. Michael Harris Electrical Engineering January 2004 to Present — Cirees Corporation Braintree, MA Manager of Engineering Services Controlling all phases of electrical systems design. July 1999 to January 2004 — Ganteume and McMullin, Inc. Boston, MA Electrical designer Edward Shifman_ Plumbing/Fire Protection Engineering June 1988 to Present - Shifnan Design Associates, Inc., Stoughton, MA Principal, controlling all phases design of the plumbing and fire protection systems. March 1984 to June 1988 - Carlson Associates, Cochituate, MA rl Plumbing and Fire Protection Dept. Supervisor; Head of Department in charge of all plumbing and fire protection engineering work accomplished within the company. February 1978 to March 1984 - Lev Zetlin Associates, Boston, MA Plumbing and Fire Protection Dept. Supervisor; Head of Department in charge of all plumbing and fire protection engineering work. r-1 LJ Vlachos Associates, Inc (617)429-8886 Historic Buildings Renovations Projects Experience V Relevant Experience Allin Church When originally constructed in the 1820s, the Greek Revival Allin Congregational Church included a kitchen, Parish Hall and organ loft. In the spring of 2002, the design and construction of a new addition and rehabilitation of the existing building was undertaken. The addition provides a new daily entrance to the church, new office space, and new meeting rooms. Construction was completed in summer 2003, and included new MEP systems to provide for the rehabilitation/addition areas. Harvard Memorial Hall Harvard University restored and renovated historic Memorial Hall as a campus center and freshman dining facility. Originally designed between 1865 and 1870 to commemorate Harvard's Civil War dead, it contains a soaring "great hall" returned to its original use as a dining hall, and a 1,200 seat lecture and performance theater (Sanders Theater). The building was restored to its original appearance and augmented with all new sound, lighting, audio-visual and mechanical systems. Boston College Higgins Hall To add to and renovate the existing Gothic Revival building, while sustaining it's ongoning research and technical operations throughout construction, a phasing study was conducted to ensure that occupants could move into either new or renovated space with a minimum of disruption. Entirely new MEP infrastructure was designed and installed to support the building and the construction phasing. Vilna Shul The Vilna Shul was constructed in 1919 on Beacon Hill in Boston and has been recommended for landmark status by the Boston Landmarks Commission. Recent restoration work on the exterior has completed repairs to the building envelope. Inside, the interior treatment includes all new mechanical and electrical systems to reuse the building as the Boston Center for Jewish Heritage - an active museum, meeting, and worship facility. Salem YMCA The Salem branch of the North Shore YMCA is housed in an older building in downtown Salem, MA. Renovations including updated HVAC and electrical systems are being undertaken to provide for a new day care center - while maintaining the building's historic character. Vlachos Associates, Inc (617)429-8886 Historic Buildings Renovations Projects Experience 0 FUSS & o'NEILL Provides a full range of services including EnviroScience,u.c industrial hygiene, asbestos and lead-based paint testing and consultation, laboratory services, indoor air quality surveys, mold Control services and radon detection and remediation offi$; Dov P P 9q Asbestos Survey, Evaluation, Testing & Consultation Asbestos consulting services include building surveys, material sampling and analysis, bid specifications, monitoring for abatement programs, and asbestos management plans. Mold Control Services Provides low cost solutions to potential mold problems. Many of today's microbiological concerns exist as a result of changes in construction materials and building designs from the past. Indoor Air Quality Surveys Provides on-site inspections, direct reading instumentation for on-site analysis, and sampling for laboratory analysis. Common services are sick building and tight building syndrome investigations, ventilation and re - entrainment studies and odor assessment. Laboratory Services AIHA - Accredited Laboratory specializing in analysis of airborne concentration of asbestos fibers using Phase Contrast Microscopy (PCM). Lead - Based Paint Consulting Provides lead-based paint inspections, risk assessments, construction administration services, including on-site monitoring, sampling and analysis, re -occupancy inspections, management and abatement plans. Industrial Hygiene Expertise to provide a variety of industrial hygiene services including: indoor air quality, loss control, worker exposure, OSHA compliance and workplace -related issues. Radon Detection & Remediation Design Provides short and long-term air testing, water testing, diagnostic services, mitigation design and coordination. Ecological and Human Health Risk Assessment Offers a full range of services that assess potential impacts to human health and the environment and carries them out in accordance with state and federal regulations and guidance. Safety Services A program that is a composite of several individual health and safety services including asbestos management, hazard communication, OSHA standards and regulations, underground storage tanks, training, integrated pest management, and safety committees. 2 0 FUSS & O WEILL EnviroScience, ac Education BA, Architecture -1989 Roger Williams University Licenses and Registrations Asbestos Project Designer - CT - 000030 MA #AD041301 Asbestos Inspector - MA #AI041302 Asbestos Management Planner MA #AP041719 Lead Inspector Risk Assessor CT - 0oOz07 Lead Planner Project Designer CT - 000634 Certified by the National Radon Proficiency Program as a Measurement Provider Professional Affiliations Associate AIA Boston Society of Architects Lead and Environmental Hazard Association (New England Chapter Treasurer) 18 years with Fuss & O'Neill 21 years Professional Experience XZ Sttity for Over 25Years Robert L. May, Jr. Vice President EnviroScience Mr. May manages our Boston office and is a leader in our Fuss & O'Neill EnviroScience, LLC. Mr. May has a background in architecture and in his career completed a wide range of consulting services on projects involving the abatement of hazardous building materials, and indoor air quality. Experience includes, inspection, management planning, risk assessment and project design services for a wide range of clients including commercial, private, municipal, and residential clients. He has served as an expert witness for court cases involving asbestos and lead paint. His work has ranged from small to very large and complex projects that involve interdisciplinary fields such as demolition, asbestos containing materials, lead based paint, polychlorinated biphenyls (PCB), radon and a variety of indoor air quality concerns. His principal strengths include regulatory knowledge, technical specification writing and contract document preparation for construction related projects. He has managed many on-call consulting service contracts for state agencies and municipalities. The following highlights some of his experience related to your needs. Mr. May manages and directs a wide variety of asbestos, lead based paint and other hazardous materials projects for Fuss & O'Neill EnviroScience LLC representative projects include: Amherst, MA: Project Director for detailed hazardous building materials inspections on several campus buildings at UMASS Amherst Campus prior to renovations including work at the Lederle Graduate Laboratory. Projects involved preparation of project designs including technical specifications and drawings for removal of identified hazardous materials working with project architects. Managed staff during construction to provide oversight and management. Providing services since 2000. Simsbury, CT: Mr. May prepared contract documents and abatement plans for the remediation of Polychlorinated biphenyls in caulking materials at the Westminster School. Building was scheduled for demolition and the PCB caulking was required to be removed and properly disposed of prior to demolition. Work was conducted a Performance Based project. Plan documents included verification sampling and technical specifications for removal of PCB caulking located at windows, doors, vent and control joints of the building. Bridgewater, MA: Project Director and Manager for detailed hazardous building materials inspections on several campus buildings at Bridgewater State College prior to renovations and additions. Projects involved preparation of project designs RMay@fando.com Robert L May, Jr., Vice President EnviroScience 800.286.z469 www.fando.com n 0 FUSS & O NEILL= , f EnviroScience, LLc $lity fhu Over 25 Years including technical specifications and drawings for removal of identified hazardous materials working with project architects. Managed staff during construction to provide oversight and management. Work has been provided on projects funded by both DCAM as well as MSCBA since 1998. Fall River, MA: Project Director for detailed hazardous building materials inspections, Phase I site assessment and Phase II work on conversion of large mill into residential housing project including demolition of structures for private developer Winn Development. Project will include preparation of project designs including technical specifications and drawings for removal of identified hazardous materials working with private developer. Framingham, MA: Project Director and Manager for detailed hazardous building materials inspections on several campus buildings at Framingham State College prior to renovations and additions. Projects involved preparation of project designs including technical specifications and drawings for removal of identified hazardous materials working with project architects. Managed staff during construction to provide oversight and management. Services have been provided on projects funded by MSCBA since 2001. Weymouth, MA: Project Director for detailed hazardous building materials inspections, Phase I site assessment and Phase II work on conversion of former historic school into residential housing project including demolition of gymnasium structures for private developer Stratford Capital Group. Project involved preparation of project designs including technical specifications and drawings for removal of identified hazardous materials and mitigation of radon working with project architects. Provided construction oversight during abatement and initial lead compliance inspections and certifications. J Waltham, MA: Project Director for detailed hazardous building materials inspections on several mill buildings at Waltham Watch Mill prior to renovations and demolition. Project is two major phases and involved preparation of project designs including technical specifications and drawings for removal of identified hazardous materials working with project architects. Managed staff during construction to provide oversight and management. Second phase will consist of conversion to residential use including initial lead compliance inspections and certifications Woonsocket, RI: Project Manager for detailed hazardous building materials inspections on several former mill buildings as part of brownfield project to reuse former mill site for construction of new school buildings. Initial phase of project included the removal of identified hazardous building materials and demolition of all mill buildings. Project involved preparation of project designs including technical specifications and drawings for removal of identified hazardous materials working with Owners Representative. Managed staff during construction to provide oversight and management. Seymour, CT: Project Director and Manager for development of remediation project for Polychlorinated Biphenyls (PCB's) at Elementary School. Project involved conducting additional testing of substrates and surfaces adjacent to caulking determined to contain PCB's >50ppm. Mr. May developed a self -implementing on-site clean- up and disposal plan for submission to the New England Region 1 office of the EPA. Mr. May detailed technical specifications for major renovations of the school to occur from Summer 2010 to 2011. Additionally, testing of indoor air quality and wipe sampling is to be performed inside the school. �J Bridgewater, MA: Project Director and Manager for major window replacement project at Shea -Durgin residence halls at Bridgewater State College. Involved in the testing of window systems for asbestos and PCB's. PCB's identified in glazing compound associated with ground level windows >50ppm. Performance based removal of window systems proposed. Glazing and caulking contains asbestos and planned abatement to be performed in late summer 2010. Conducted exploratory pilot removal of window systems to determine exclusion of caulking containing <50ppm PCB's. D Li RMay@fando.com Robert L May, Jr., Vice President EnviroScience r'1 800.286.2469 �-+ www.fando.com n u A.M. Fo 175 Derby St., Suite 5, Hingham, MA 02043 TEL: (781) 749-7272 • FAX: (781) 740-2652 ptim®amfogarty.com & AssocJnc. "Construction Cost Consultants" Firm Description A.M. Fogarty & Associates, Inc. A. M. Fogarty & Associates, Inc. was founded in 1972 by Alfred Fogarty, with the vision of providing the construction industry with personalized cost estimates of the highest quality. For the past thirty years, A. M. Fogarty & Associates, Inc. has provided Architects, Engineers, Contractors and Owners with timely and highly professional construction cost estimates. Peter Timothy, Chief Estimator since 1989, replaced Mr. Fogarty as Owner and President of A. M. Fogarty & Associates, Inc. in 2000. Mr. Timothy's extensive background in construction estimating is based on practical and field experience in the industry. Many of our employees and consultants have expertise in all trades and disciplines of construction cost estimating. Mr. Timothy has the unique ability to estimate not only architectural, site and civil trades but has expertise in the mechanical and electrical trades as well. It is through this broad base of ability and expertise that A.M. Fogarty can provide critical personal attention to their projects. The services we offer include: Budgetary, Schematic, Design Development and Final Bid Construction Estimates. We also provide Change Order Review, Insurance Claim Costing, Quantity Surveys and Value Engineering. Clients include: the Commonwealth of Massachusetts, City of Boston, National Park Service, Massachusetts Port Authority and the Boston Housing Authority. Our project experience include public housing, historic restoration, commercial and heavy industry facilities, medical facilities, schools and education facilities, transportation facilities, site development and private homes. Upon request, we will be glad to furnish a list of recent projects, clients, and any requested information. Thank you for your interest. Peter T. Timothy President A.M. F & Assoc., Inc. 7 175 Derby St., Suite 5, Hingham, MA 02043 TEL: (781) 749-7272 FAX: (781) 740-265 "Construction Cost Consultants" 1 HISTORIC RESTORATION PROJECTS Proiect Name/Location Proiect Cost Fenway Park Restoration $150 million Boston, MA Haverhill Stadium Feasibility Study $12.7 million Haverhill, MA New York State Capital $625,000 West Gable Rehabilitation Albany, NY Oliver Wright House Relocation $1.3 million Olde Sturbridge Village Uxbridge, MA Virginia Blanchard Building $6.1 million Olde Sturbridge Village Uxbridge, MA New York State Capital $40 million Albany, NY Suffolk County Courthouse Restoration $90 million Boston, MA Smith School/African $2.5 million Meeting House National Park Service Austin Hall Phase I, II, II $8 million Harvard University Cambridge, MA Framingham State Ecumenical Center $1.2 million Framingham, MA Victoria Mansion Cost Varies Portland, ME Quincy Library $12 million Quincy, MA Massachusetts Historic Society Cost Varies Boston, MA HISTORIC - W.LTRHEAD Construction Cost Estimating by A.M. Fogarty Associates, Inc. n .M.Fo & Assoc., Inc. 175 Derby St., Suite 5, Hingham, MA 02043 TEL: (781) 749-7272 • FAX: (781) 740-2652 ptim@amfogarty.com "Construction Cost Consultants" PETER T. TIMOTHY Peter Timothy, President of A.M. Fogarty & Associates, Inc. has been a professional construction cost estimator since 1985. His broad depth of construction experience and comprehensive experience in estimating all construction disciplines with a thorough understanding of construction cost consulting making him a valuable member of any design team. Mr. Timothy's education includes a Bachelor of Science Degree in Construction Management from the University of Wisconsin - Platteville. He continues his education through extended education programs geared towards business and the construction industry. Prior to joining A.M. Fogarty in 1989, Mr. Timothy was Chief Estimator at Industrial Associates, a large union interiors contractor. His responsibilities included overseeing all public bidding, administering all filed sub -bids, and coordinating general contract work. He was also responsible for initiating "computerized" estimating as well as tracking actual project cost. In 1989, Mr. Timothy joined A.M. Fogarty & Associates as senior estimator and replaced Al Fogarty as President in 2000. His experiences include budgeting several large scale restoration projects for the National Park Service in New York and Boston; estimating new commuter rail and light rail stations for the Massachusetts Bay Transit Authority; and work for the Massachusetts Housing and Finance Administration and Housing and Urban Development on many public housing projects. Mr. Timothy's professional capabilities include estimating all civil, structural, architectural, mechanical and electrical trades. It is with this unique combination of abilities that Mr. Timothy has realized great success in predicting construction cost. It is also through the dedication of comprehensive estimating that his clients find his consulting invaluable in anticipating construction costs. V fo O L- 0- CL - QQ V) c O fu O V) Al Observations & Approach OBSERVATIONS Osgood Hill, now known as the Stevens Estate, is historically significant as the last remaining "gentleman's farm" in North Andover and a striking example of the work of architects Hartwell & Richardson (William Cummings Richardson, no relation to H. H. Richardson). It was built in 1885 in the Richardsonian Romanesque style for North Andover textile industrialist and three -term state representative Moses T. Ste- vens. Osgood Hill, the 153 -acre setting for the main house and outbuildings, was named for Steven's wife, Charlotte Osgood. The Osgoods and Stevens were among North Andover's founding families. After occupation by the Stevens family for 66 years, the estate was gifted to Boston University in 1951 by the Nathaniel and Elizabeth P. Stevens Foundation. It was used as a conference center until 1993, when Boston University's planned sale of the property for 80 housing lots prompted its purchase by the Town of North Andover. The Trustees of the Stevens Estate have proven worthy stewards of this historic property for almost two decades and have transformed it into a profitable function facility, welcoming hundreds of people every year to this treasure of North Andover's history. Recent improvements to the prop- erty were noted in the RFP and observed during our site visit to the Stevens Estate on November 4, 2011. Floors and finishes were re- newed and a fire protection (sprin- kler) system was installed. While the building interior with its mag- nificent wood detailing has been well maintained, several points of water entry were observed. Care- ful evaluation of the envelope will help determine whether the water infiltration is active or was addressed in prior repair campaigns. Because this active function facility also hosts overnight guests, building code compliance is of particular importance. The need for upgrades to current bathroom facilities was evident at the site visit. menders, torrey & spencer, inc. • architecture, preservation, planning The building's masonry surfaces of brownstone and brick are enlivened with novel and intricate detailing, such as the tapestry brick pattern seen in the photograph at left. The need for repointing and repairs to spalled brownstone was evident in several locations. The dropped brick segment at the window lintel on the tower at the facade (seen below left) is troubling and may signify a serious structural condition. The building retains most of its original red slate roof, which is well into its second century of life. Red slate is one of the most durable and long-lived roofing materials available. With careful maintenance and selective slate repair and/or replacement, this character defining feature of the house should last indefinitely. Wood rot and deteriorated paint finishes afflict many of the original window sash, casings and sills. n v 2 The flat roof and beveled horizontal siding of the addition at Li the facade have likely allowed for water penetration. This addi- tion is an unfortunate legacy of Boston University's ownership. The stewards of the Stevens Estate are seeking a Community Preservation Committee grant to fund res- toration and improvements to the building. Performance of a methodical assessment to identify priorities and standards for care, with reliable cost estimates that lay out short- and long-term major improvements, is a wise strategic move that will serve them well as they work to obtain grant funding. D 2 12 2 D D I I APPROACH Menders, Torrey & Spencer, Inc. brings breadth of experience and particular expertise in preservation, building envelope evaluation and sustainability to our projects. Much of the focus of our firm is the adaptive reuse of existing historic buildings, one of the most sustainable construction strategies available to a building owner. A second practice area is the faithful preservation and restoration of historic build- ings. Our understanding of the architectural historical development of a structure is critical to deter- mining how it is treated — what is saved and what is recreated, and how modifications and additions are conceived for new infrastructure and services such as access and egress. We would apply the full range of our expertise to the preparation of a Facilities Master Plan for the Ste- vens Estate. The end result will be a comprehensive document of consensus that will serve as a road map for all preservation and maintenance activities. All the work would adhere to The Secretary of the Interiors Standards for the Treatment of Historic Properties, which are second nature to our firm and essential to the maintenance of a building's historic integrity. The following steps outline our approach to production of a facilities master plan with the project team that we have assembled. Note on the attached project timeline that time periods allotted to individual tasks may in some cases overlap. Project Start -Up Immediately upon award, we would participate in a start-up meeting with Town representatives and the Board of Trustees to obtain as much information as possible, helping us to quickly become fully engaged. Our objectives for the meeting would include: • Listening to your expectations and concerns. • Obtaining all available documentation, including investigative and repair reports and historic photo- graphs and records. Interview the retired DPW employee who has deep knowledge of the building based on 30 years of experience. • Understanding the Town's critical issues as they relate to building use and budget. • Sharing our knowledge and specific observations from site visits combined with our past experience on similar projects involving the assessment and rehabilitation of historic buildings. Phase I: Existing Conditions Assessment The investigation of existing conditions at the Stevens Estate will be critical to developing recommenda- tions for preservation of the building and maintenance of its long-term integrity. The assessment will include the following activities: • Review available documentation and historic records. • Produce basic measured drawings (plans and elevations) of the existing building suitable for docu- mentation purposes. • Document the building interior and exterior with photographs. • Identify historic character -defining features, those elements that must be preserved in order to retain the building's historic integrity. • Perform a comprehensive architectural conditions assessment of all building components: — Envelope — Roof and gutters — Framing — Foundation — Openings (windows and doors) — Flooring — Finishes Perform regulatory analysis, including Building Code (8th edition), zoning, universal access and historic commission review Assess structural conditions and prepare report with treatment recommendations. (Structures North Engineering). Evaluate mechanical systems and prepare report with recommendations. (Vlachos Associates) Assess hazardous materials and prepare report with remediation recommendations. (Fuss & O'Neill) Phase II: Treatment Recommendations & Facilities Master Plan • Develop prioritized treatment recommendations for preservation, repair/restoration, code compliance and universal access. • Produce annotated drawings and outline specifications for preservation/repair. • Develop cost estimates for preservation/repair. (A.M. Fogarty) • Develop a cyclical maintenance plan for recurring procedures that will prevent damage to the structure's integrity through deferred maintenance and allow the building stewards to anticipate future needs. • Meet with Town representatives and the Board of Trustees to review findings. • Synthesize findings into a final Facilities Master Plan incorporating annotated drawings and photographs, narratives, prioritized treatment recommendations and cost estimates. Importance to the Town of North Andover The Stevens Estate has a unique architectural character that contributes to North Andover's rich architectural heritage. Sensitivity to its architectural context and understanding the expectations of the community related to its preservation are both assets we bring to the project. More importantly, we understand the construction of older buildings and their inherent positive and negative attributes in weather resistance, energy efficiency and ongoing maintenance requirements. The Facilities Master Plan will integrate historic sensibility with prag- matic considerations regarding schedule, budget and use of the building. 01 12 2 L' D I J I 2 M u k k s � � m � k � � R � kI I T T L ca41 T Tk � § k � § G < k k > 2 § 2 § & \ ° § § � - $ J 2 U) / � § cc . k . § _ @ 7 E $ cm m/ 2 k$ S E Li k§ k § k k k LL § cu tm k$ ■ /CL § k 2 k § § f e§ E> e m 2\ k g 7 2 8ƒ § 2 2 2§ A 0 f M cca « ± W a ¥ ± § k f\ 7 « § 0§ § k k § G CO / 0 7$ 2 / ® E § e < § §cc < _ _ 2 ■ k � \ $ ® § d) / 0 _ g k 2 § %\ k \ k w k 7\ § § r _ = k u 2 @ k 7 £ ° \ - / © 2 k / E< o q E 2 o o 2 § m— I« — c 2» g 2 ) f f $ f 2 \ 0 E o k N f\ 0 / u 7$ E> E Mn 8 e Z© Co § § u o= Co .. 0 2 2 0 0 7 in _ k» § E S E E= §^ k k E= § « ■ t \ $ + ¥ . S¥ 2 S Sk ■ %§ S _ � 8 E (D � o > _ ( e © 0 a) ( » - a.< m of a- 0 2 a- _ a-= < z w< # b a Cl& a cl c 2 1 m Fairhaven High School Fairhaven High School, designed in 1904 by Charles Brigham, is a marvelous and eclectic building with a wealth of ornate stone and metal details and several fine examples of Guastavino tile vaulting. Listed on the National Register of Historic Places and a local landmark, the school was functionally obsolete and threatened with abandonment fifteen years ago. Its rehabilitation has since become a well-publicized success story and a symbol of the town's commitment to its heritage. In 2010 Menders, Torrey & Spencer performed a comprehensive building envelope assessment and treatment recommendations study for the high school. The study employed a team of building fabric experts to assess diverse materials including granite, limestone, brick, slate, tile, copper and stained glass. The survey evaluated each element in the field, compiled documentation for costing analysis, and provided direction for restoration. MTS is currently directing the first phase of work, which is partially funded by a Massachusetts Preservation Projects Fund grant and includes selective roof replacement, Guastavino tile vault restoration, and stained glass window restoration. menders, torrey & spencer, inc. architecture • preservation • planning FAIRHAVEN, MA , annul pEAME REV FARMlIKKIARJOINTS 1. IRa9i R auERFAZE oaRr. E0� Pam cwrm�exre SCHOOL S1 _ <EY ELEVATION N r _ 7 _ s KEY PLAN t� ORAPRIC SCALE mewers, torrey & spencer. kr- architecture . preservation Wellesley College WELLESLEY, MA In 2010, Menders, Torrey & Spencer led a campus -wide building envelope study and construction program at Wellesley College aimed at developing a phased facade reconstruction plan. The study included seven buildings ranging in type from traditional collegiate Gothic brick veneer, to metal panel fagade wall systems, to slate and standing seam roof systems. Our firm evaluated each structure in the field, compiled comprehensive documentation for costing analysis, and provided direction for an economical application of available funds. Upon completion of the study, Menders, Torrey & Spencer, in collaboration with Consigli Construction, directed the rehabilitation. The scope of improvements encompassed a broad range of repairs, including limestone de -scaling and selective ornamental replacement; masonry repointing; metal panel replacement; repair of slate, standing seam and rubber membrane roof systems; flashing repairs; and selective veneer wall reconstruction. Eight million dollars in construction repairs took place during a single summer break. menders, torrey & spencer, inc. architecture • preservation • planning y0)WELLESLEY COLLEGE Ston Davis Hail Oft eft I6ft Nft RigK�Y niM'a rd Kde tlRl afR haMi4. RS�r rdm AaFHs. Ea'nyati4 ap4YOMd Sdeb gaflt ippa6atlmwlr. .na snw�m rtvpi++.Urt moea � Rione lara� iqc'-49f• Z-4 !6/ +wbR..nnwr.n rr. mw e. a.wwopru..ar. fi K .7 1. %f.. _ agi.,i u+aax - .$ � onatnn.00ewawue.rw � �� t f .a.av�rnnax.+we+w. _ +.1� � �+ C Yf I i � I R+C�rvxECNl�rtlne� � MIMWe. rYm +MNMa minr/b WMM MO+[:PpIIKd NFIMWIItlOarNa0RA1Q#f4U%KXNfQIWNINGMwH MOICFRGM11YC5Vl6Q'pnMMIIGWMIOMGM�i[IDNII1YASt04AU m 0 v A A p.i A A I -i v v CI P D � ini A A 0000 OORMNi 1 N (.IOORMER TI'PEi n.l NMl OO1alER T9EeT9E� nO0R1ER TYPES o OORMER T/iE� E-- 110 OOCLW Me SSV A700 Bedford Old Town HaIll Built in 1856 in the Greek Revival style with Italianate influ- ences, the Old Town Hall rises two -and -a -half stories above grade on the Bedford Town Common. Menders, Torrey & Spencer completed a preservation and rehabilitation plan for this local landmark in 1999 and the building underwent With the building restored to its historic appearance, public enthusiasm for its reuse grew. MTS was asked to prepare plans and specifications for rehabilitating the existing structure with new building sys- tems, structural improvements, and a new catering kitchen. A sensitively designed rear addition accommodated an elevator, egress staircase, and accessible restrooms. Site improvements included accessible parking and universal access provided from the street to the new daily entrance. Construction was completed on the rehabilitation and addition in autumn 2004. Today, the building houses the Bedford Center for the Arts on its ground floor. Menders, Torrey & Spencer and the Town of Bedford were recognized when the Bedford Old Town Hall received the 2006 Massachusetts Historical Commission Preservation Award for Adaptive Reuse. menders, torrey & spencer, inc. architecture • preservation • planning BEDFORD, MA The Stone Building LEXINGTON, MA The Stone Building was constructed in 1833 by philanthro- pist Eli Robbins, who conceived of the structure as a "public building where lectures, preaching, and other meetings could be held and where freedom of speech would be allowed." The building bears the name of his granddaughter, Ellen Robbins Stone, who continued the family tradition of com- munity service by transferring its ownership to the town pro- vided that it would remain a meeting hall or library. A stun- ning example of the Greek Revival style, the Stone Building features design motifs drawn from the pattern books of the profoundly influential American architect, Asher Benjamin. Menders, Torrey & Spencer was engaged by the Town of Lexington to provide a detailed Historic Structure Report for the Stone Building that included a building history and con- struction chronology, stabilization needs, restoration plans, paint analysis, a cyclical maintenance plan, and adaptive reuse and universal access assessments. The overarching objectives were to gain an understanding of the history of the building and describe needs to be met to allow rehabilitation of the building compatible with its history. Armed with the intelli- gence gained from the report, the Town is now working with Menders, Torrey & Spencer on the preservation of the Stone Building and its rehabilitation as a heritage center. menders, torrey & spencer, inc. architecture • preservation • planning GENERAL ELEVATION NOTES: 1. NEW ASPHALT SHINGLE ROOF. LMDERIAYMENIS 6 METAL FIASNNDS 2 REMOVE ALUMINUM SIGNS B ANY ASSOCIATED FASTENERS & UNDERLAYMENTS EXCEPT AS NOTED J. REPLACE DETERIORATED WOOD CLAPBOARDS. SEE SPECIFICATIONS 1, REMOVE ALL HARDWARE FROM WOODWORK EXCEPT AS NOTED 5. STRIP PAINT TO BARE WOOD FROM ALL EXTERIOR WOODWORK EXCEPT AS NOTED. BY FLED 0104D. S. PROVIOEPAI NNISHTGALL PREVIOUSLY PLANTED WOODWORK L NEW PATCHES BY FLED St0m. 7. WINDOW SASH SCRAPED AND SPOT GLAZED. BY FILED SUMV. S. MAKE LOWER WINDOW SASH OPERABLE. CONFIRM OPERATION AFTER PAINT JOB COMPLETE S. REMOVE STORM WINDOWS. PAINT, AND REINSTALL. BY FLED LUBAM 10. STRIP PAINT TO BARE WOOD FROM WINDOW BLINDS. BY FILED WBdD. 11. PAINT WINDOW BLINDS 6 REINSTALL BY 12. FILED BUB�BD. GENERAL CONTRACTOR TO SOVARE AND SECURE WINDOW BUNDS WITH METAL ANGLE BRACKETS. TYP ALL BUNDS. CONSTRUCTION SET THE STONE BUILDING • EXTERIOR RESTORATION �F A200 __;: WEST ELEVATION ALN First Church in Salem SALEM, MA Built between 1834 and 1836, the current building is the sixth meet- inghouse of the First Church in Salem, founded in 1629 by the Pu- ritans of the Massachusetts Bay Colony. It is the oldest continuous Protestant congregation gathered in North America. Inspired by the English Gothic churches just outside of London, this building has been described as "one of the most outstanding stone masonry Gothic Revival ecclesiastical structures in the United States." Built of Quincy granite, its stone is reputed to have come from the same quarry as that of the United States Capitol. In 1927 an addition designed by the Boston firm of Little & Brown was appended to the rear elevation with fellowship spaces and classrooms, and an excavation below the meetinghouse worship space provided a large assembly space. In 2008 Menders, Torrey & Spencer performed a building conditions assessment and prepared a master plan to address the changing requirements of the congrega- tion, whose programming needs had outgrown its facility. Critical envelope repairs identified in the assessment were executed in 2009 with support from a Massachusetts Preservation Projects Fund match- ing grant. In 2010 the firm designed a new accessible entry at the Parish House, as envisioned in the master plan, which was approved by the McIntire Historic District Commission and is now under con- struction. menders, torrey & spencer, inc. architecture • preservation • planning Church of the Covenant BOSTON, MA The Church of the Covenant, an inspiring presence in Boston's Bay since its construction in 1867, was designed by Richard M. Upjohn of the famous New York firm. The drama of its Gothic Revival exterior is rivaled by the dazzling beauty of the stained glass windows and interior designed by Tiffany Glass and Deco- rating Company. A cherished venue for worshippers, a center for social services, and a popular performance space, the church has served it communitywith distinction for almost 150 years. Knowing that its building needed critical envelope repairs, the congregation engaged Menders, Torrey & Spencer in 2009 to perform a comprehensive conditions assessment of the envelope and infrastructure, a building history and maintenance chronol- ogy, and prioritized preservation treatment recommendations. The report provides a roadmap for repairs and maintenance, identifies character -defining features that must be preserved to retain the building's integrity, and informs fund raising and grant seeking activities. Menders, Torrey & Spencer is currently direct- ing masonry repairs and stained glass window preservation at the church and assisting in the effort to gain National Landmark menders, torrey & spencer, inc. architecture • preservation • planning "Stonehurst": The Robert Treat Paine Estate WALTHAM, MA Located among 134 acres of woodlands and meadows, the Robert Treat Paine Estate, "Stonehurst", is the only H.H. Richardson - designed house in Massachusetts open to the public. Set back from the street, "Stonehurst" is reached via a quarter -mile winding drive through a landscape designed by renowned American landscape architect Frederick Law Olmsted. The interior of the house is the largest remaining intact domestic interior designed by H.H. Richardson. The Great Hall, with its terra cotta red walls and stenciled Japanese designs, anticipates the flowing spaces of modern architecture. Another significant feature is the large open staircase, one of the most famous in American architecture. With its carved and paneled woodwork, magnificent marble and tile fireplaces, original furnishings, and spectacular color palette, the house's interior is unequaled among the works of H.H. Richardson. Our firm was first retained by the City of Waltham in 1999 to assess and make recommendations for the preservation of the furniture col- lection, restoration of the exterior envelope, full accessibility to both floors, and a new central heating and cooling system. Exterior preserva- tion work was completed in 2003, funded in part by a Save America's Treasures grant. Schematic design for universal access improvements and a comprehensive interiors study was performed, and phased interi- or restoration commenced in the summer of 2006. A second program of exterior restoration, including windows and chimney repointing, concluded in 2010. menders, torrey & spencer, inc. architecture • preservation • planning 11 I PROJECT: Wellesley College Wellesley, MA SCOPE: Envelope assessment and restoration construction program for 7 campus buildings CONTACT: Laura Tenney, Project Manager Wellesley College 106 Central Street Wellesley, MA 02481 781.283.2795 ltenny@wellesley.edu PROJECT: Fairhaven High School Fairhaven, MA SCOPE: Existing conditions study and preservation plan CONTACT: Paul Kitchen, Business Administrator Fairhaven Public Schools 128 Washington Street Fairhaven, MA 02719 508.979.4000 PROJECT: The Stone Building Lexington, MA SCOPE: Historic Structure Report for Greek Revival library building, including building history and materials analysis, restoration plans, and adaptive reuse assessment CONTACT: Patrick Goddard, Director Public Facilities Town of Lexington 1625 Massachusetts Avenue Lexington, MA 02420 781.274.8958,12goddard@ci.lexington.ma.us Client References PROJECT: Bedford Old Town Hall Bedford, MA SCOPE: Existing conditions study, renovation, and addition to historic town hall CONTACT: Richard Jones, Director of Public Facilities Town of Bedford 10 Mudge Way Bedford, MA 01730 781.275.5290, Richard JonesQbedford.k12.ma.us menders, torrey & spencer, inc. • architecture, preservation, planning PROJECT: First Church in Salem Salem, MA SCOPE: Conditions assessment, master plan, envelope repairs and renovation CONTACT: Steve Palmer, Chair, Master Plan Committee First Church in Salem, Unitarian 316 Essex Street Salem, MA 01970 (978) 766-0973 (cell), steve.palmer@aae�nt.com PROJECT: Fall River Water Works Fall River, MA SCOPE: Conditions assessment and reuse feasibility study for 19th century water works CONTACT: John Friar, Director, Water Division One Government Center Fall River, MA 02722 508.324.2330 jfriar@faMverma.org F' PROJECT: Church of the Covenant Boston, MA SCOPE: Conditions assessment, building history and preservation/restoration recommendations for Richard M. Upjohn -designed masonry church CONTACT: Elizabeth Vizza, Chair, Building Committee Church of the Covenant 67 Newbury Street Boston, MA 02116 617.879.3042, lizvizzal(@comcast.net n It BUILDING CONDITIONS SURVEY Character Defining Features FAIRHAVEN HIGH SCHOOL Fairhaven, Massachusetts Character defining features refer to the significant observable and experiential aspects of a building that define its architectural power and personality. They are critically impor- tant considerations whenever building work is contemplated. Inappropriate changes to historic features can undermine the historical and architectural significance of the building, sometimes irreparably. Retaining a building's integrity is essential to eligibility for National Register of Historic Places status and for preservation grants such as Save America's Treasures, the Massachusetts Preservation Projects Fund, and Community Preservation Act funds. This survey considers the overall shape of the 1906 building, its materials, craftsman- ship, decorative details, and various aspects of the site and environment — all elements that contribute to the building's unique character. All features in the bulleted lists that follow should be retained to preserve the historic integrity and national significance of the Fairhaven High School. Because the building is rich with original detail and virtu- ally unaltered, nearly all of the original elements are character - defining. Site and Environment ♦ Town center surrounded by architecturally significant buildings ♦ Prominent corner location with important facades facing Huttleston Ave and Main Street. Shape ♦ I -shaped symmetrical plan with complex intersecting roof gables ♦ Attached octagonal library (former gymnasium) wing ♦ Bays and projections Materials ♦ Granite (from local Fort Phoenix ledge) ♦ Iron spot brick ♦ Indiana limestone ♦ Ochre tinted mortar ♦ Terra cotta tiles ♦ Stained glass ♦ Green slate roofs ♦ Copper ♦ Marble porch pillars Decorative and Stylistic Details ♦ Stone elements — columns, pediments, coping, quoins, pilasters, finials, trim, has relief, carved ornaments, heraldic emblems Menders, Torrey & Spencer, Inc. 2011 FAIRHAVEN HIGH SCHOOL Fairhaven, Massachusetts BUILDING CONDITIONS SURVEY ♦ Porticos, balconies, balustrades, dormers, parapets, chimney caps ♦ Incised inscriptions at exterior entrances ♦ Rectangular windows with stone mullions in multiple configurations ♦ Stained window glass with lead cames ♦ Guastavino tile vaults ♦ Formed copper lantern, turrets, finials and clock ♦ Copper roof flashing, gutters and downspouts ♦ Copper weathervane Menders, Torrey & Spencer, Inc. 10 2011 BUILDING CONDITIONS SURVEY FAIRHAVEN HIGH SCHOOL Fairhaven, Massachusetts z O ! V s � t W Q0O = a t '.� �!! m 2 VJ = ZZ> W ZW F to O 3 LL _Uj �N t J i II Y za i t.0 r W LL Y a G 2 Menders, Torrey & Spencer, Inc. 2011 37 BUILDING CONDITIONS SURVEY 70�oi , � o� LL N 0 FIZ ,2 jv OS m V N a poX {Q� 12HZm 6 tl -moi U� - 6 R � FAIRHAVEN HIGH SCHOOL Fairhaven, Massachusetts R t1 r m CL J m a�a Y a (7 0 1 ` � iiIQfD� , I ll rmI l 4, ♦ 11 Menders, Torrey & Spencer, Inc. 2011 31 BUILDING CONDITIONS SURVEY Cost Estimates Introduction FAIRHAVEN HIGH SCHOOL Fairhaven, Massachusetts This section of the building conditions survey provides a cost estimate to enact the recommendations put forth by this report. The cost estimate corresponds to the Envelope Survey "maps" in Part 2 of this report and prices each roof and elevation zone individually to allow flexibility in modeling stand alone projects.. The zones are tallied together into summaries at the beginning of each area. For example, the South Elevation is comprised of Zones S1 -S9. Tasks on the cost estimate are further divided by deterioration level. The numbers provided in the cost estimate show line items for the repair cost which are then modified for contractor general requirmens, -- including staging and access, and general conditions -- overhead and profit; a contingency for unforseen conditions and architectural/engineering fees.. If all of the recommended work were to be undertaken in a single project phase the total repair cost of $4.75 million modifiers would equal a total restoration budget of $6.2 million. To save on costs it is advised to carry out all recommended work in a given zone, not simply the critical or severe work. The advantage to this approach lies in economy of shared mobilization and building access costs. Following the over arching cost estimate are individual projects which have been selected as possible starting points for restoration. These more detailed estimates coincide with the phased planning section of this report. Estimate Summary Zone Critical Severe Deteriorated Weathered Total South Elevation $1,170,400.00 $806,941.98 $475,492.25 $0.00 $2,452,834.23 East Elevation $0.00 $279,745.60 $47,066.10 $0.00 $326,811.70 North Elevation $585,200.00 $497,596.17 $35,884.00 $0.00 $1,118,680.17 West Elevation $0.00 $284,062.59 $31,325.00 $600.00 $315,987.59 Library Elevations $0.00 $327,488.08 $2,259.80 $0.00 $329,747.87 Elevation Subtotal $1,755,600.00 $2,195,834.42 $592,027.14 $600.00 $4,544,061.56 Auditorium Roof $50,494.75 $3,381.90 $0.00 $328,060.04 $381,936.69 East Roof $0.00 $40,972.44 $133,639.66 $566,897.10 $741,509.20 West Roof $0.00 $48,624.58 $64,676.92 $510,791.82 $624,093.32 Library Roof $0.00 $2,400.06 $0.00 $664,068.33 $666,468.39 Roof Subtotal $50,494.75 $95,378.98 $198,316.58 $2,069,817.29 $2,414,007.60 Total $1,806,094.751$2,291,213.401 $790,343.72 $2,070,417.29 $6,958,069.16 Menders, Torrey & Spencer, Inc. 2011 215 FAIRHAVEN HIGH SCHOOL BUILDING CONDITIONS SURVEY Fairhaven, Massachusetts Roof Zone IMaterlal Category Total Comments Severe Critical Severe Deteriorated Weathered AR1 Slate AR $50,494.75 $3,381.90 $0.00 $328,060.04 $381,936.69 Loggia Flat Roof $32,400.00 ER $0.00 $40,972.44 $133,639.66 $566,897.10 $741,509.20 Flashing }- WR $0.00 $48,624.58 $64,676.92 $510,791.82 $624,093.32 Other LR $0.00 $2,400.06 $0.00 $664,068.33 $666,468.39 Repair Subtotal $32,400.00 $2,170.00 $0.00 $210,500.00 $245,070.00 Replace w/ Siplast roof a General Requirements C� $217.00 $0.00 $21,050.00 $24,507.00 system General Conditions CL C $358.05 $0.00 $34,732.50 $40,436.55 Kempur system Architectural/ $4,918.32 $329.41 $0.00 $31,953.90 $37,201.63 Replace w/ Siplast roof Engineering Fees N system Contingency $4,590.43 Subtotal $50,494.75 $95,378.98 $198,316.58 $2,069,817.29 $2,414,007.60 Total Zone Material Category Total IComrnents Critical Severe Deteriorated Weathered AR1 Slate $420.00 $210,500.00 $210,920.00 Loggia Flat Roof $32,400.00 $280.00 $235,500.00 $32,400.00 Kempur system w/o Pavers Flashing $1,750.00 $36,000.00 $1,750.00 Replace w/ Siplast roof Other system Repair Subtotal $32,400.00 $2,170.00 $0.00 $210,500.00 $245,070.00 Replace w/ Siplast roof a General Requirements $3,240.00 $217.00 $0.00 $21,050.00 $24,507.00 system General Conditions $5,346.00 $358.05 $0.00 $34,732.50 $40,436.55 Kempur system Architectural/ $4,918.32 $329.41 $0.00 $31,953.90 $37,201.63 Replace w/ Siplast roof Engineering Fees system Contingency $4,590.43 $307.45 $0.00 $29,823.64 $34,721.52 W Total 1 $50,494.751 $3,381.901 $0.001 $328,060.041 $381,936.69 Zone IMaterial Category Total Comments Critical Severe Deteriorated Weathered ER1 Slate $560.00 $72,250.00 $72,810.00 ER2 Slate $280.00 $235,500.00 $235,780.00 ER1 Membrane $36,000.00 $36,000.00 Replace w/ Siplast roof system ER3 Membrane $12,000.00 $12,000.00 Replace w/ Siplast roof system ER4 Membrane $11,000.00 $11,000.00 Kempur system ER5 Membrane $75,750.00 $75,750.00 Replace w/ Siplast roof system East Loggia Copper $14,000.00 $14,000.00 W East Balcony Copper $8,000.00 $8,000.00 ER5 Skylight $10,000.00 $10,000.00 Flashing $450.00 $450.00 Other Repair Subtotal $26,290.00 $85,750.00 $363,750.00 $475,790.00 General Requirements $2,629.00 $8,575.00 $36,375.00 $47,579.00 General Conditions $4,337.85 $14,148.75 $60,018.75 $78,505.35 Architectural / $3,990.82 $13,016.85 $55,217.25 $72,224.92 Engineering Fees Contingency $3,724.77 $12,149.06 $51,536.10 $67,409.93 Total $0.00 $40,972.44 $133,639.661 $566,897.10 $741,509.20 Menders, Torrey & Spencer, Inc. 216 2011 Building Conditions Survey The Church of the Covenant Boston, Massachusetts Menders, Torrey & Spencer, Inc. Architecture • Preservation V N OI CL CL > o E I. N o � w I J I V N OI CL CL N o � Y I 4� w J 1 o �I Y I � u `1 w a � vl I I I - 1 V N OI CL CL u U< P 0 O V5r , !� m 3 H Ua o w U O LU a O O O z uj g (D z U) V) BERKELEY ST. J Waal N 1 a N g Z z J LL z J w g En z LL D LUO 0 m z Q zLU w J �m OQ � S 0, C9 U oil • LU g z U) LL 0 0) 20�q CL M a ^� LU w .+ C-1 Li — — — — — — — — — cv— — — — — —— I � la N 1 O C � I I,t; .. I � o N c'n I I Y I to - — ► 3 1 cuI 1 'J — - N N 9Ll -la c f0 0 n o El I> a� w` 1 I w �1 l Q I LLm Z I 1 i ol1 f I I nn 3x11 r 1 �1 1 mol/ 11 0 �I v mull,, 11 a �1 u 31 I 11 I 1 I 1 I S�i Li I 1 mcu l �] fuI Ln o I ~ l 1 %• I I I I ,;�I n h_ 1 w 11 t�•� I a E1 u II Q �1 0 "1Li v� l uI 11 I m ° C n LL -- —�,1 U u BUILDING CONDITIONS SURVEY Cyclical Maintenance Plan Introduction CHURCH OF THE COVENANT Boston, Massachusetts This section of the buildings conditions survey provides a plan for maintenance at the church. It can be used as a tool to anticipate the calendar for replacement of materials as they deteriorate or wear out over time. By projecting forward, the stewards of the church will be able to plan for anticipated work in coordination with the broader expenditures plans of the church community. Note that the life span of systems and building elements is taken as if the repairs recommended in earlier report sections have already been carried out. For example, the masonry maintenance of Zone 1 (the Newbury Street elevation) is written as if the elevation had been repointed as recommended earlier in this report. Maintenance Plan The following maintenance plan follows an itemization of exterior features and building systems at Church of the Covenant. Like the exterior conditions report, the maintenance plan descriptions cover each of the zones of the building. the four roofing zones and the four elevation zones (key plans are repeated on the page before the chart for convenience). The first columns of the chart describe the feature and location and give the maintenance cycle for the feature. These recommended tasks and procedures will not prevent wear and tear on the buildings but will increase the lifespan of materials. By increasing the lifespan of materials, the day when repair or replacement is required can be extended and the cost can be amortized over a longer span of time. Perhaps the single most important maintenance activity is an annual inspection. The building exterior should be carefully inspected from the ground, preferably by two people and the same people each year, who make notes for record purposes of any signs of deterioration on any portion of the envelope. The concept is to look for changes in conditions that might indicate problems, not offer expert advice on repair methods. When changes are noted, consultation with an architect or engineer may be warranted. A consistent date such as the day when the sprinkler system is scheduled for testing might be a convenient time for the survey. Digital photographs could be taken as a record and stored on a computer or printed out and filed in a maintenance binder to be referenced the following year. Listed below are the column headings on the accompanying chart with a brief explanation of their meanings. Material The building system is the feature or characteristic that requires a maintenance and/or capital budgeting line item. For example, exterior walls comprise a building system that requires periodic painting. Location A brief narrative description of the element location is provided. Elevation or Roof Zone Refers to the locations on the key plans at the start of the exterior condition chapter of the report, repeated below, prior to the maintenance charts. Menders, Torrey & Spencer, Inc. 2010 89 M L -J THE CHURCH OF THE COVENANT BUILDING CONDITIONS SURVEY Boston, Massachusetts 2 Scheduled Frequency, Cost, Annual Cost n The fifth, sixth and seventh columns describe maintenance activities with intervals and costs for the locations identified. Maintenance activities are largely housekeeping tasks and straightforward proactive work. The -� frequency is in years and the maintenance work is considered routine upkeep which might require special eJ attention from church maintenance personnel or an outside contractor. The intervals are suggested as the maximum span of time between maintenance activities. For example, the wood trim should be painted every n six or seven years to retard deterioration of the wood. Note that fractional yearly frequency means more than once a year. The cost is the estimated cost for the work based on historical information gleaned from industry n standards. The annual cost is calculated for convenience to provide a total annual maintenance stipend for the �f building. This is idealized since some activities occur more than once a year and others only once in several years. .__. Comments More detail on the building system and the maintenance work is provided. General observations about access to work or special requirements are made here. Capital Budgeting Capital budgeting attempts to look ahead to replacement costs for the features identified in the first two columns. To arrive at a projected cost, the typical lifespan of a feature (its endurance) to the point of replacement is listed. On this chart, the lifespan is projected from the year 2011. The year for replacement is listed to help forecast and coordinate scheduling multiple projects. A replacement cost is provided. This cost is typically derived from costs per square foot of similar work multiplied by the size of the element. The numbers under replacement cost are shown as 2011 dollars. If an adjustment for inflation is desired, 6% is a reasonable annual figure to add in to calculations. Comments Same as above. Annual Maintenance Total n tJ The chart has a bottom line showing the cumulative maintenance total per year which is $32,793. This total applies only to the exterior of the building and building mechanical systems. This figure should be applied on top of annual expenses for maintenance staff, housekeeping, consumable replacements (light bulbs, etc.), snow removal or landscaping or interior maintenance items. Note that this total is averaged; depending on the frequency of individual maintenance activities, the yearly figure may be greater or less, but by budgeting the n total amount annually and setting aside as a reserve funds not expended in a particular year, there should be �f sufficient funds for years when the scheduled maintenance expenditures are higher. Finally, this total does not include reserves for capital budget items. The anticipated replacement years for building features are indicated to assist in planning for future capital expenditures. Like the maintenance projections, these anticipated capital expenditures assume the building systems will be replaced in the near future. 0 El 2 Menders, Torrey & Spencer, Inc. 90 2010 BUILDING CONDITIONS SURVEY CHURCH OF THE COVENANT Boston, Massachusetts Maintenance and Preservation CHURCH OF THE COVENANT Material Location Elevation Zone Scheduled Ins ection/Maintenance Comments Capital Bud tin Comments Frequency in Cost Annual Cost Projected Replacement Replacement or Roof Zone ears endurance Year Cost Roofing Equipment roof Inspect from cost includes staging Membrane adjacent to Parish Hall mezzanine. R4 1.0 $700 $700 mezzanine 25 2036 $6,600 for tower Membrane Belfry membrane R2 1.0 $490 $490 Inspect from 25 2036 $4,920 Con includes banned steeple access to steeple Sao- Roof, South Visual inspection Slate Aisle Roof, East slope R2 1.0 $1,824 $1,824 from steeple. 100 2111 $82,417 includes staging South transept roof Sanctuary Roof, North Visual inspection Slate Aisle Roof, East slope R3 1.0 $2,279 $2,279 from adjacent 100 2111 $101,521 includes staging north transept property Parish Hall Roof, Slate Newbury Street Entry R1 1.0 $1,265 '� $1,265 Visual inspection 100 2111 $59,014 includes staging towers Roof, West slope of '2 from steeple. south transom roof Parish Hall Roof, Slate Alleyway slate roof, R4 1.0 $1,368 $1,368 Visual inspection 100 2111 $63,313 includes staging towers East slope of north from steeple. transept Flat seam Berkely Porch roof R3 1.0 $1,368 $1,368 Visual inspection 50 2061 $63,313 Staged with roof copper from ladder. replacement Flat seam South elevation at Visual inspection Staged with roof copper nave roof, aisles and R2 1.0 $1,368 $1,368 from steeple. 50 2061 $63,313 replacement transept Copper Clean out gutters, Note, will require work gutters & South elevation Zone 1 1.0 $210 $210 inspect for 50 2061 $10,725 at the copper skirt of downspouts damage each pitched roof. Copper Clean out gutters, Note, will require work gutters & East elevation Zone 2 1.0 $88 $88 inspect for 50 2061 $7,969 at the Flat seam copper downspouts damage roof. Copper Clean out gutters, Note, will require work gutters & East devition Zone 1 1.0 $280 $280 inspect for 50 2061 $12,300 at the copper skirt of downspouts damage each pitched roof. Walls Prepare and repoint Inspect From lift joints, restore lead Masonry South elevation Zone 1 10.0 $12,250 $1,225 (includes 40 2051 $296,125 joints where applicable. permitting) Takes to second tier of rower. Prepare and repoint Inspect from lift joints, restore lead Masonry East elevation Zone 2 10.0 $6,213 $621 (includes 40 2051 $152,356 joints where applicable. pemdrtmg) Takes to second tier of tower. Prepare and repoint Inspect from joints, restore lead Masonry North Zone 3 10.0 $8,750 $875 Alley and 40 2051 $296,125 joints where applicable. neighbor's roof Takes m second tier of tower. Prepare and repoint joints, restore lead joints wbere applicable. Inspect from Tales to second tier of Masonry West Zone 4 10.0 $800 $80 neighbor's roof 40 2051 $33,700 tower. \\dl require negotiation with neighbor to mount staging on neighbor's roof. Menders, Torrey & Spencer, Inc. 2010 91 THE CHURCH OF THE COVENANT Boston, Massachusetts BUILDING CONDITIONS SURVEY 92 Menders, Torrey & Spencer, Inc. 2010 J Material Location Elevation Zone Scheduled Ins ection/Maintenance Comments Ca ital Budgedn Comments Frequenryin Cost Annual Cost Projected Replacement Replacement or Roof Zone yew endurance Year Cost Prepare and repoint joints, restore lead joints he. applicable. Inspect from Takes tosecond tier of Masonry spite AO sides of 20.0 $10,000 $500 within and 40 2051 $367,000 tower. Will require spire combine with Eft negotiation with inspection. neighbor to mount staging on neighbor's roof. Inspect from ground by mason or engineer with Prepare and repoint Pinnacles, butresses high power joints, restore lead hfasonry and finials Zone 1 5.0 $750 $150 binoculars since 40 2051 $21,525 joints where applicable. these are most Do work from staging vulnerble for each zone. elements of church Inspect from ground by mason or engineer with Prepare and repoint Pinnacles, butresses high power joints, restore lead Masonry Zone 2 5.0 $563 $113 binoculars since 40 2051 $16,144 joints where applicable. and finials these are most Do work from staging vulnerble for each zone. elements of church Inspect from ground by mason or engineer with Prepare and repoint Pinnacles, butresses high power joints, restore lead Masonry Zone 3 5.0 $750 $150 binoculars since 40 2051 $21,525 joints he. applicable. and firdals these are most Do work from staging vulnerble for each zone. elements of church Doors Lubricate Repaint, repair wood, Wood South Tower Entry Zonel 7.0 $175 $25 hardware, touch 40 2051 $1,750 adjust hardware up paint Replace door and South Entry, Women's Lubricate hardware - include Wood Lunch Plance Zone 1 4.0 $68 $22 hardware, touch up paint 16 2027 $2,625 emergency egress hardware. Wood South Entry, Parish Zone 1 4.0 $175 $44 Lubricate hardware, touch 40 2051 $1,750 Repair door, upgrade House Entry hardware, paint. up paint Lubricate hardware, touch Repaint, repair wood, Wood Berkeley Porch Zone 2 7.0 $525 $75 up paint (3 pairs 40 2051 $5,250 adjust hardware of doors) North porch entry to Lubricate Repaint, repair wood, Wood narthex Zone 3 7.0 $175 $25 hardware, touch 40 2051 $1,750 adjust hardware up paint Lubricate Replace door and Wood North Entry, Women'shardware Zone 3 4.0 $68 822 hazduzre, touch 16 2027 $2,625 - include Lunch Plance emergency egress V paint hardware. Lubricate Replace door and Wood N�oort� Coal Chute Zone 3 4.0 $175 $44 hardware, much 16 2027 $2,625 hardware - includee cld up paint emergency gress hardware. indoors 92 Menders, Torrey & Spencer, Inc. 2010 J Conditions Assessment & Feasibility Study for /111 Fall River Water Works Pum �'in . Station & Standpipe Tower .� Fall River, Massachusetts f V rJ menders, torrey & spencer, inc. G architecture preservation www.mendersarchitects.com J l .. 7 V rJ menders, torrey & spencer, inc. G architecture preservation www.mendersarchitects.com J l CONDITIONS ASSESSMENT & FEASIBILITY STUDY FALL RIVER WATER WORKS Fall River, Massachusetts ■ CHARACTER DEFINING FEATURES Character defining features refer to the significant observable and experiential aspects of a build- ing that define its architectural power and personality. They are critically important considerations whenever repairs or alterations are contemplated. Inappropriate changes to historic features can un- dermine the historical and architectural significance of the building, sometimes irreparably. Retaining a structure's integrity is essential to eligibility for National Register of Historic Places status and for preservation grants such as Save America's Treasures, the Massachusetts Preservation Projects Fund, and Community Preservation Act funds. This survey considers the overall shape of the Fall River Water Works buildings and their materials, craftsmanship, decorative details, and various aspects of the site and environment — all elements that contribute to the buildings' unique character. All features in the bulleted lists that follow should be retained to preserve the historic integrity and national significance of the Pumping Sta- tion and Standpipe Tower. Because the buildings retain original detail and are virtually unaltered on their exteriors, nearly all of the original elements are character -defining. SITE AND ENVIRONMENT ■ 22 acre site on the western edge of Lake Watuppa marking the edge of the city and the transition from rural open space to dense urban space ■ Pumping Station at the shoreline connected by a causeway to the Intake House 100+ feet beyond in the pond ■ Standpipe approx. 1,500 feet west of the pumping station SHAPE AND MASSING ■ Pumping Station: rectangular plans comprising. — Engine Room, Boiler and Machine Room unit; Engine Room has a complex hip roof; Boiler and Machine Rooms share a flat roof — Coal Room unit; coal room has a steep gable roof with triangular dormers serving as vents ■ Intake House: square plan with a hip roof ■ Standpipe Tower: square base with octagonal tower and octagonal spire, gable -roofed rectangular projections at entrance and rear ■ Connecting structures: causeway between Pumping Station and Intake House, bridge between Coal Room gable end and granite outcrop Menders, Torrey & Spencer, Inc. 2011 17 ■ FALL RIVER WATER WORKS Fall River, Massachusetts ■ CONDITIONS ASSESSMENT & FEASIBILITY STUDY STYLISTIC FEATURES Pumping Station Materials ■ Granite (quarried locally) ■ Pink granite (columns at pediment) ■ Copper ■ Wood ■ Cast iron ■ Concrete Decorative and SWistic Details ■ Stone elements: walls, columns, pediments, quoins, finials, trim, carved ornaments and lettering, coping ■ Buttresses, parapets, retaining and shore walls ■ Arched wood windows with multi -light configurations ■ Copper finials, roof flashing, and downspouts ■ Cast iron columns, balconies, sign bracket and door hardware ■ Paneled wood entrance doors, cornice brackets Interior Elements ■ Volumetric spaces of Engine Room and Coal Room ■ Enameled brick walls in Engine Room (1916 renovation) ■ Office with skylight in Engine Room (1916 renovation) ■ 1908 Worthington steam engine and pump ■ Mid 20th century Worthington diesel engine and PUMP ■ Spiral staircases ■ 1913 crane and rail system ■ Metal clad doors on tracks (for fire safety) ■ Exposed timber trusses in Engine Room Menders, Torrey & Spencer, Inc. 018 2011 CONDITIONS ASSESSMENT & FEASIBILITY STUDY FALL RIVER WATER WORKS Fall River, Massachusetts Intake House Materials ■ Granite (quarried locally) ■ Wood ■ Cast iron ■ Concrete Decorative and Stylistic Details ■ Stone elements: walls, quoins, trim ■ Arched wood windows with multi -light configurations ■ Paneled wood entrance door, cornice brackets Standpipe Tower ■ Materials ■ Granite (quarried locally) ■ Bluestone ■ Copper ■ Wood ■ Cast iron Decorative and Stvlisn� is Details ■ Stone elements: pediments, quoins, trim, carved lettering, coping ■ Buttresses, parapets, retaining walls ■ Arched wood windows with multi -light configurations ■ Copper finials, roof flashing, downspouts and tower spire roofing and dormers ■ Cast iron brackets and railing at tower balcony ■ Wood doors and cornice brackets ■ Slate roofs Menders, Torrey & Spencer, Inc. 2011 190 FALL RIVER WATER WORKS Fall River, Massachusetts ■ CONDITIONS ASSESSMENT & FEASIBILITY STUDY Interior Elements ■ Standpipes ■ Wrought iron spiral staircase with wood treads Menders, Torrey & Spencer, Inc. ■ 20 2011 CONDITIONS ASSESSMENT & FEASIBILITY STUDY FALL RIVER WATER WORKS Fall River, Massachusetts C PUMPING STi CONDITI1 RECOMMI West Elevation East Elevation Menders, Torrey & Spencer, Inc. 2011 25 ■ FALL RIVER WATER WORKS Fall River, Massachusetts n CRITICAL: REQUIRES IMMEDIATI ATTENTION SEVERE: SHOULD BE ATTENDE TO IMMEDIATELY HAZARDOUS MATERII DETERIORATED: SHOULD BE ATTENDE TO WITHIN 5 YEARS WEATHERED: SHOULD BE ATTENDED TO WITHIN 10 YEARS CONDITIONS ASSESSMENT & FEASIBILITY STUDY 026 "m Menders, Torrey & Spencer, Inc. 2011 CONDITIONS ASSESSMENT & FEASIBILITY STUDY FALL RIVER WATER WORKS Fall River, Massachusetts PUMPING STATION ENGINE ROOM ROOF Conditions: Originally polychrome slate, the Engine Room roof is now comprised of black three tab asphalt shingles with copper valley flashing. The South and East faces of the roof have deteriorated so extensively that entire sections of shingles are missing and progressive deterioration affects the roof sheathing, framing, and interior finishes. The West and North faces are not actively leaking; however, the shingles have begun to delaminate on both faces. The copper valley flashing on the west face has been coated with an asphaltic material as a temporary repair, whereas on the east elevation the copper is exposed and has pitted and failed in multiple locations. The roof is crowned with four copper ventilators in fair condition. The roof is framed with heavy timber roof trusses with purlins and rafters. Water infiltration through the roof has caused significant deterioration to the rafter tails, lower purlins, and truss ends. Recommendations: The entire roof of the engine room must be replaced immediately to prevent further deterioration. If funds allow, restoring the slate roof would be ideal and would provide a roof that with continued maintenance, has the potential to last upwards of 100 years. That said, the building's location on the water, where it is subject to harsh winds and wind -driven rain, places great strain on the weather proofing materials; under those circumstances, any roof would be subject to extreme and accelerated weathering. If funds do not allow for true slate roofing, an asphalt shingle roof is recommended as a cost effective alternative. The valley flashings should all be replaced. The copper ventilators should be removed, repaired, and reinstalled regardless of future roof material choice. Menders, Torrey & Spencer, Inc. 2011 ■ Roof of Engine Room at south elevation: missing entablature, deteriorated sheathing and shingles, vegetation growing out of walls and gutters. Roof of Engine Room at east elevation: failing shingles and pitted copper valley flashing. Roof of Engine Room at west elevation: deteriorated shingles and coated valley flashing. Roof of Engine Room at north elevation: deteriorated shingles. 27 ■ FALL RIVER WATER WORKS Fall River, Massachusetts ■ CONDITIONS ASSESSMENT & FEASIBILITY STUDY Prior to the roof replacement the roof framing will require significant upgrades. The rafters are currently inaccessible from above or below, but it is assumed that owing to the active leaks, approximately 50% of the rafters will require sistering or complete replacement. The lower wood purlins that could be accessed from the open entablature were severely deteriorated and in need of replacement. The bearing ends of the trusses will also need structural reinforcement. Further analysis of the framing is provided in the Structural Assessment by Coastal Engineering, located in the appendix. CORNICE & GUTTER Condition: The entablature surrounding the Engine House is constructed of wood with masonry back-up. A framework of wood blocking was created and infilled with rubble masonry, likely the leftover pieces from dressing the granite walls. To this blocking was attached to 1 "-x-6"tongue and groove boards to make up the fascia of the entablature, with wood moldings at the cornice and base. Brackets constructed of five 2" boards- were then toe nailed into the fascia to serve a decorative purpose. Applied above the brackets was a copper gutter held on to the roof with copper straps. The entablature on the North and West elevations is in good condition and only needs minor wood repairs and painting. However, as the roof shingles failed on the south and east faces of the roof, leaking water traveled down the roof sheathing to the entablature and into the masonry wall. Through years of freeze thaw cycles and persistent wetting, the rafter tails and wood blocking deteriorated and allowed the fasteners of the fascia boards to pull free. From there, wind took over and tore entire lengths of entablature from the building, brackets, fascia, moldings and all, revealing large sections of open masonry and framing. The masonry back up has also deteriorated from the aforementioned freeze -thaw cycle and has worn away at the mortar, 028 South elevation: Missing entablature boards and brackets, failed sheathing and crumbling masonry South Elevation: Entablature is completely missing. South Elevation: Plants growing out of masonry back-up John Bologna of Coastal Engineering investigating the severity of deterioration to the roof framing. Menders, Torrey & Spencer, Inc. 2011 7 L-1 2 r_1 1J D D 2 D 2 2 2 D 2 2 2 CONDITIONS ASSESSMENT & FEASIBILITY STUDY FALL RIVER WATER WORKS Fall River, Massachusetts causing the rubble to fall to the ground below. The copper gutter is perforated and all of the downspouts at the building are missing. Recommendations: Along with the roof of the Engine Room, the cornice must be addressed as soon as possible. Not only is the open entablature allowing water infiltration and further deterioration of the structure and interior, but the crumbling masonry infill presents a life safety issue as the stones are falling to the ground below. Repairing the cornice on the south and east elevations will require significant intervention and change to the historic fabric. Structural as well as aesthetic and waterproofing issues need to be addressed. Owing to the extensive material deterioration, it is recommended that the existing system of masonry back up with wood blocking be removed completely and replaced. A new system constructed of cmu blocks (concrete masonry unit) integrated into the existing structure is proposed along with a 2" x 4" pressure treated wall to attach the wood entablature. The cornice and brackets should be constructed of a durable wood such as Spanish cedar or mahogany, made to match the historic molding profiles and sizes. To this a new copper gutter formed to match the existing should be installed with new coated aluminum downspouts. We recommend using coated aluminum for the downspouts to prevent them from being stolen for their salvage value. On the following page is a sketch showing the recommended reconstruction. Also shown in the sketch is a method for supporting the deteriorated timber roof trusses. Utilizing the existing interior steel crane structural system, posts are installed up to the sound sections of the truss, thereby relieving the stress on the deteriorated end. At the North and West sides of the building, the existing woodwork should be restored or replaced and refinished with a historically appropriate paint color and a new copper gutter installed to match the Menders, Torrey & Spencer, Inc. 2011 ■ South elevation: missing and severely deteriorated cornice, missing gutter, rotted rafter tails. South elevation: loose rubble granite in fill at entablature is falling to ground below. West elevation: missing sheathing, rotted rafter tails and purlin, missing rubble granite in fill. North elevation: cornice intact with minor trim damage. 29 ■ FALL RIVER WATER WORKS Fall River, Massachusetts 71 original. NEW ASPHALT SHINGLE ROOF 5/8" PLYWOOD OVER EXISTING WOOD DECK EXISTING 2X10 RAFTERS AT 20" O.C. - SISTER 50% W/ 2X10 — REPLACE 8X8 PURLIN, SOUTH AND EAST SIDE NEW 20 OZ COPPER �` GUTTER —� CONDITIONS ASSESSMENT & FEASIBILITY STUDY NEW 2X10 EA. SIDE \_j OF TRUSS 0 REPLACE 1X12 FASCIA V BOARD (SOUTH & _ I I ( EAST) I I I I NEW WOOD BRACKETS: 5 BUILT UP 2X12 I I 50 REQUIRED I a I l I I I NEW 1X6 TONGUE AND I I I I I I I I GROOVE BOARDS I I I I NEW 2X4 PRESSURE I I TREATED STUD WALL I I EXISTING DRESSED I I GRANITE BLOCK WALL:::: ^ I I EXISTING LATH AND PLASTER CEILING EXISTING TOP CHORD OF WOOD TRUSS NEW WOOD 8X8 W/ THROUGH -BOLTED STEEL BRACKETS EXISTING BOTTOM CHORD OF WOOD TRUSS NEW 3X12 BEARING PLATE REMOVE RUBBLE STONE BACK-UP AND 2X WOOD FRAMING NEW 12" REINFORCED CMU WALL SET INTO EXISTING BLOCK NEW HSS 6X6 @ EA. TRUSS (20 TOTAL) W/ CAP PLATES & SHOES EXISTING LATH AND PLASTER ON 2X4 FURRING EXISTING STEEL CRANE STRUCTURE Menders, Torrey & Spencer, Inc. ■ 30 2011 a� c cu 0- 0 LL O N T M .0 N co CL M E co o LL c c ca � 0 >, nn o E ¢ .-. W L E H 0 a a) ¢ a) L m m () O Q- E 0) n w 0 y CD z CD (D o 3 EFE c y N E y Q a) Z r - - . 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E �Yi 0 E L_ cy w CERTIFICATE OF VOTE At a duly authorized meeting the Board of Directors of the `kr Q nd 2r T, 'rO rr e_y �. held on N o ✓. 17, 2.0 / I it was VOTED, THAT (Name) 5P 0,,-7ce ✓, /,7 L . Pres4e'-7t (Officer) of `?Y7e.nder7*1 7'Drre-i be and hereby is authorized to execute contracts and bonds in li� �5p e n c t r, /r► c • andt,s �o r r� g and affix its corporate seal hereto the name a d on behalf of said `�J rp , 5,p P ?6V* In . and such execution of any contractor dbligatton to theC name of `r 7 "d ers/ 9( on its behalf by such officer under seal of 4-Y? e-17 d e✓S, rorr�y , shall be valid and binding upon Liz to d u -'s, `7"v rr e y 9= �� e t�v, 1 r/ c . 9L- <S,P e r, c -L . I hereby certify that I am the clerk of the above named 777 e ride rf, 7'0 ✓ray and that L y riH e 5p e. e? c e. r is the duly elected officer as above of said "h-/ e r� d e ✓s, `�0 s -re y , and that the above vote has not been amended or rescinded and 9� 5 per e.,-, / n c . remains in full force and effect as the date of this contract. A10V. 17, -2011 (Date) (Clerk) q✓I'd W %✓rLy Town of North Andover RFQ Page 38 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 /J o V • /71 9.0/ / LyrrAe. SPQ,�GGr, Presr;hr?t 11yerlder5, 9- hU_r, c.. Print Name & Title Company Name CERTIFICATE OF TAX COMPLIANCE Pursuant to Chapter 62C of the Massachusetts General Laws, Section 49A (b), I 1- X n r? e .5p e h Ge -r , authorized signatory for " G n d d rS, 70 rre_y 9- Sp te7c.Py, Name of individual Name of contractor tj 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. Date A1,9 V, /7, 20// Town of North Andover RFQ Page 37 of 38 Stevens Estate — Facilities Master Plan OP ID: LL '4�� 15' CERTIFICATE OF LIABILITY INSURANCE DATE(M07/114/1411YYI) 1 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 781-245-5400 Poole Professional Ltd. 781-245-5463 107 Audubon Rd. #2, Ste. 305 Wakefield, MA 01880 Christopher A. Poole NAME: PHONE FAR A/c No Ext):(AIC, No): EMAIL PRODUCER CUSTOMER ID#: MENDE-1 INSURER(S) AFFORDING COVERAGE NAIC # INSURED Menders, Torrey and Spencer Inc' 123 N. Washington Street Boston, MA 02114 INSURERA:XL Specialty Insurance Co. 37885 INSURER B : INSURER C INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE POLICY NUMBER MMIDDIIYYYY CY EFF POLICY MLIDI D EXP LIMITS GENERAL LIABILITY EACH OCCURRENCE $ DAMAGE 0 PREMISES (Ea occurrence) $ COMMERCIAL GENERAL LIABILITY CLAIMS -MADE FIOCCUR MED EXP (Any one person) $ PERSONAL 8 ADV INJURY $ GENERAL AGGREGATE $ GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ POLICY F PRO LOC $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ (Ea acddent) ANY AUTO BODILY INJURY (Per person) $ ALL OWNED AUTOS BODILY INJURY (Per accident) $ SCHEDULED AUTOS HIRED AUTOS PROPERTY DAMAGE (Per accident) $ $ NON -OWNED AUTOS $ UMBRELLALIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DEDUCTIBLE $ $ RETENTION $ WORKERS COMPENSATION AND EMPLOYERS' LIABILI Y Y / N ANY PROPRIETORIPARTNERIEXECUTIVE❑ WC STATU- OTH- TORY LIMITS I I ER E.L. EACH ACCIDENT $ OFFICERIMEMBER EXCLUDED? N / A E.L. DISEASE - EA EMPLOYE $ (Mandatory In NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ A Prof. Liability DPR96904" 12/06/10 12/06/11 Per Claim 1,000,00 Aggregate 2,000,00 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, N more space Is required) For professional liability coverage the aggregate limit is the total insurance available for all covered' claims presneted within theolicy period. The limit will be reduced by payments of indemnity and expense. CERTIFICATE HOLDER CANCELLATION PROPO-1 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE For Proposal Use Only p y THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ©1988-2009 ACORD CORPORATION. All rights reserved. ACORD 25 (2009/09) The ACORD name and logo are registered marks of ACORD 11 I lw � rcohni E r. April 7, 2011 Lynne Spencer, President Menders Torrey, and Spencer, Inc. 123 N. Washington Street Boston, MA 02114 Re: MTSI current status Dear Lynne: Ercolini & Company LLP Certified Public Accountants 101 Arch Street, Suite 300 Boston, MA 02110-1103 t 617.482.5511 f 617.426.5252 www.recpa.com In response to you recent request, we are happy to provide the following information: • We have provided accounting and tax planning and compliance services to MTSI for over ten years. • MTSI has been in business for over thirty years during which it has continued to provide architectural services in a variety of areas including historic preservation of religious, residential and commercial properties. • MTSI's gross revenues have grown steadily over the past several years more than doubling since 2004. A copy of the 2010 Form 1120, page 1 is attached for your information. We would be happy to address any further questions that you may have. Please contact me at your convenience. Sincerely, Gregory P. Hart, CPA Partner Form 1120S Department of the Treasury Internal Revenue Service (77) U.S. Income Tax Return for an S Corporation ► Do not file this form unless the corporation has filed or is attaching Form 2553 to elect to be an S corporation. OMB No. 1545-0130 For calendar year 2010 or tax year beginning , and ending A S election effective date Name D Employer identification number 01/01/1988 B Business activity TYPE MENDERS, TORREY AND SPENCER, INC. 04-2746344 code number OR Number, street, and room or suite no.,lf a P.O. box, see instructions. E Date incorporated (see instructions) PRINT P 541310 123 NORTH WASHINGTON STREET 10/11/1982 C Check if Sch. M-3 City or town, state, and ZIP code F Total assets (see instructions) attached E BOSTON MA 02114 $ 16,247. G Is the corporation electing to be an S corporation beginning with this tax year? Yes LXJ No If 'Yes," attach Form 2553 if not already filed H Check if: (1) 0 Final return (2) E7 Name change (3) [:1 Address change (4)E7 Amended return (5) 0 S election termination or revocation Enter the number of shareholders who were shareholders during any part of the tax year ............................................... ► 2 Caution: include onlv trade or business income and expenses on lines la through 21. Seethe instructions for more information_ JWA W Paperwork Reduction Act Notice, see separate instructions. Form 1120S (2010) 011701 01-17-11 1 09460228 759790 30586 2010.03040 MENDERS, TORREY AND SPENCER 305861 1 a Gross receipts or sales 1, 4 7 6, 0 0 3. b Less returns and allowances C Bal ► 1 C 1,476,003. 2 Cost of goods sold (Schedule A, line 8)...................................................................................................... 2 363 , 003. E 3 Gross profit Subtract line 2 from line 1c.............................................. ................ .................................... 3 1 113 000. c4 Net gain (loss) from Form 4797, Part II, line 17 (attach Form 4797) 4 5 .................................. ................... Other income (loss) (attach statement).................................................................................................. 6 Total income (loss). Add lines 3 through 5............................................................................................. ► 6 1 ,113 , FO —0. tl 7 Compensation of officersSTATEMENT 1 7 234, 000. C 8 ............................................................................ .......... Salaries and wages (less employment credits) .... ......... ......... 8 550 , 039. 9 Repairs and maintenance9 9 , 627. E 10 ............................... ......... ......... ......... .. ....... Bad debts10 ............................................................................................................................................. 11 Rents................................................................................................................................................... 11 91, 277 . C 12 Taxes and licenses...................................................................................... STATEMENT...2.......... 12 67,146. .2 13 Interest................................................................................................................................................ 13 14 Depreciation not claimed on Schedule A or elsewhere on return (attach Form 4562) .......................................... 14 15 15 Depletion (Do not deduct oil and gas depletion.) ................................... d16 Advertising.......................................................................................................................................... 16 6,644. N 17 Pension profit-sharing, etc., plans 17 c18 Employee benefit programs..................................................................................................................... 18 35,277. 19 Other deductions (attach statement)............................................................... STATEMENT .... 3.......... 19 96,483. 20 Total deductions. Add lines 7 through l9 .............................. .... .. ► 20 1,090 , 493. 21 Ordinary business income (loss). Subtract line 20 from line 6 ...........22,507. 22 a Excess net passive income or LIFO recapture tax (see instructions),,,,,,,,,,,,,,,,,, I 22a b Tax from Schedule D (Form 1120S) ......„.„ ............................... 22b �2c c Add lines 22a and 22b 23 a 2010 estimated tax payments and 2009 overpayment credited to 2010 ...........23a WC b Tax deposited with Form 7004 ........................... . .. 23b In Credit for federal tax paid on fuels (attach Form 4136) 23c to a d ................................. Add lines 23a through 23c 23d E 24 Estimated tax penalty (see instructions). Check if Form 2220 is attached ........................ ► 0 24 25 Amount owed. If line 23d is smaller than the total of lines 22c and 24, enter amount owed 25 ~ 26 ................................ .... Overpayment. If line 23d is larger than the total of lines 22c and 24, enter amount overpaid ................................. 26 27 Enter amount from line 26 Credited to 2011 estimated tax ► 1 Refunded ► 27 Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, coned, and complete. Declaration of preparer (other then taxpayer) is based on all information of which preparer has any knowledge. Sign g ay the R discuss this return with the Here ' I PRESIDENT 16 prepares shown below (sea Instr.)? Signature of officer Date Title [ZlYesE:]N Print/Type preparer's name Preparer's signature Date PTIN Paid Pre GREGORY P. HART REGORY P. HART 0 2/ 2 8/ 11 Check if miployed O P 0 0 0 9 0110 use Firmsname ► ERCOLINI & COMPANY LLPFirm'SEIN► 04-2549813 Only Firm's address 11110-101 ARCH STREET, #300 Phone no. BOSTON, MA 02110 1 6174825511 JWA W Paperwork Reduction Act Notice, see separate instructions. Form 1120S (2010) 011701 01-17-11 1 09460228 759790 30586 2010.03040 MENDERS, TORREY AND SPENCER 305861