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PROPOSAL Town of Burlington, MA Request for Qualifications Owner’s Project Manager Services for the Design and Construction of DPW Facilities Deadline: July 6, 2018 10 AM EST Attn: Department of Public Works Burlington Town Hall Annex 25 Center Street Burlington, MA 01803 Qualifications for: COAST & HARBOR ASSOCIATES, INC. 7 Kimball Lane, Suite D Lynnfield, MA 01940 781.224.3870 www.coastandharbor.com

PROPOSAL - burlington.org DPW - OPM Services... · DPW Administration - Current Building Renovations Multiple Fire Department Garage roof repairs, alarm upgrades, structural repairs,

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PROPOSAL Town of Burlington, MA

Request for Qualifications

Owner’s Project Manager Services for the

Design and Construction of DPW Facilities

Deadline: July 6, 2018 10 AM EST

Attn: Department of Public Works

Burlington Town Hall Annex

25 Center Street

Burlington, MA 01803

Qualifications for: COAST & HARBOR ASSOCIATES, INC.

7 Kimball Lane, Suite D ■ Lynnfield, MA 01940 ■ 781.224.3870

www.coastandharbor.com

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 2 of 20

TABLE OF CONTENTS

PAGE NUMBERS

A. Cover Letter 3-4

B. Experience and References 5-10

C. Project Approach 11-14

D. Proposed Staffing 15-18

E. Stability and Capacity 19-20

F. Required Forms

Certificate of Non-Collusion

Certificate of Compliance with State Tax Laws

Statement of MGL & Building Code

G. Insurance

Coast & Harbor Associates, Inc. acknowledges that it has received all amendments and attachments

from the Town of Burlington OPM Services for the Design and Construction of the DPW Facilities

relating to this Solicitation.

Page 3 of 20

Page 4 of 20

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 5 of 20

Experience & References Coast & Harbor Associates, Inc. (Coast & Harbor) has extensive knowledge managing projects

with complicated and sophisticated designs. Coast & Harbor has managed projects that required

substantial Design, Preconstruction, Construction, and Occupancy Phase Services.

Coast & Harbor has expert level understanding of Massachusetts laws and has provided consultant

services to various agencies in Massachusetts in furtherance of the implementation of those laws

and regulations. Coast & Harbor has extensive experience working on Chapter 149 projects. The

Boston Harbor Project involved 100 separate contracts involving Chapter 149 and Chapter 30.

Coast & Harbor also worked on the first Chapter 149A CM at Risk project in the state of

Massachusetts at the Boston Convention and Exhibition Center.

Edward J. Early Jr. Parking Facility, Lowell, Massachusetts

Coast & Harbor provided owner’s project management services for the new $25 million, 900-

space Edward Early parking garage. The project included 17,000 sq. ft. of retail space. This project

for the City of Lowell, Massachusetts, included reconstruction and widening of a street and other

public infrastructure improvements. The site is in an urban location bounded by public ways on

three sides and a privately-owned parcel to the east. Free movement of vehicles and pedestrians

had to be maintained during the project.

Owner: City of Lowell

Name and Title of Point of Contact:

Adam Baacke, Assistant City Manager for Planning and

Community Development

Address: 135 Middlesex Street

Lowell, MA 01852

Phone Number: 978-446-7200

Email Address: [email protected]

Value: $ 25 Million

Completed on: 09.30.2013

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 6 of 20

Energy Retrofit Projects, Lowell, Massachusetts

Coast & Harbor provided owner's project management services to the City of Lowell to assist in

twenty-eight Energy Conservation Measures projects with a total value of $21.1 million. These

projects are designed and built by the city's Energy Services Company and paid for by energy

savings guaranteed by the Energy Services Company.

Major projects included:

A new centrally-managed energy management system to monitor buildings across the city.

Lighting system upgrades

Boiler and chiller replacements

Roof replacements

Window replacements

HVAC and air handler upgrades

Installation of photovoltaic (solar) panels

Telecommunications upgrades

Variable frequency drives for pumps and fans.

Owner: City of Lowell

Name and Title of Point of Contact:

Adam Baacke, Assistant City Manager for Planning and

Community Development

Address: 135 Middlesex Street

Lowell, MA 01852

Phone Number: 978-446-7200

Email Address: [email protected]

Value: $ 21.1 Million

Completed on: 09.30.2013

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 7 of 20

Coast & Harbor was qualified by the Massachusetts School Building Authority (MSBA) under

the Accelerated Repair Program to provide owner’s project management services to school

districts participating in this program. Listed below are two Chapter 149A projects under the

MSBA Accelerated Repair Program.

Warren Community Elementary School, West Warren, Massachusetts

Cutler Elementary School, South Hamilton, MA

Owner: Hamilton-Wenham Regional School District

Name and Title of Point of Contact:

Richard Shruhan, Director of Facilities

Address: 5 School Street, Wenham, MA 01984

Phone Number: 978-468-8420

Email Address: [email protected]

Value: $ 750,000 Completed on: 3.30.2014

Owner: Quaboag Regional School District

Name and Title of Point of Contact:

Joseph Scanlon, Director of Finance and

Operations

Address: 284 Old West Brookfield, Rd.

PO Box 1538

West Warren, MA 01083

Phone Number: 413-420-1981

Email Address: [email protected]

Value: $ 100,000 Completed on: 8.30.2012

The Warren Community Elementary School

project included the replacement of the heating

system to increase efficiency in the school’s

heating plant.

This project included replacement of the roof.

The new roof met Stretch Code requirements and

provided a water run-off system, roof access, and

removal of roof monitors which are no longer

used to decrease the number of potential leaks.

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 8 of 20

City of Providence – City Improvement Plan (Program Management Services)

Coast & Harbor is assisting the City of Providence manage its Capital Improvement Plan ($48 Million) through a program management contract. The Plan includes over 90 projects for three different departments (Public Building Authority, Department of Public Works, and Parks Department). Services provided included tracking City improvement projects, coordinating project funds, manage communication with appropriate city stake holders. Some of the Projects with the Department Publics Works and Buildings include:

Roads - Citywide (Maintenance, repair, resurfacing) Sidewalks - Citywide (maintenance, repair, replacement) Pavement Marking Sanitary Sewers & Stormwater Management – citywide DPW Administration - Current Building Renovations Multiple Fire Department Garage roof repairs, alarm upgrades, structural repairs, window

replacements, heating system installations, door and hardware replacement, painting Multiple REC Center fire protection system updates, renovations, roof repairs, bathroom

remodeling, Shade Structures, Picnic Tables, pool repairs, locker room upgrades Community Center building improvements

Owner: City of Providence

Name and Title of Point of Contact:

Melissa Malone

Address: 284 Old West Brookfield, Rd.

PO Box 1538

West Warren, MA 01083

Phone Number: 413-420-1981

Email Address:

[email protected] Value: $ 48,410,000.00

Completed On: Contract is ongoing

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 9 of 20

The Margaret Chase Smith Federal Building and Courthouse Bangor, Maine

Coast & Harbor was the Construction Manager for the

$56 Million, LEED Platinum modernization and energy retrofit of the 184,000-sq. ft. Margaret

Chase Smith Federal Building and Courthouse located in downtown Bangor, Maine. This project

was completed while the building remained occupied, with limited swing space. The project

involved sophisticated MEP and security systems and architectural work including high-end

finishes. Some tenants include Maine's US Senators, US District Court, US Attorney's Office,

Social Security Administration, and US Marshals.

This project had very demanding construction sequencing requirements because most tenant

spaces were renovated in occupied areas. The building needed to remain fully functional and

secure during construction, so sequencing for building and specific tenant security requirements,

MEP systems renovations, and elevators needed to be carefully coordinated by the Coast & Harbor

team.

Army Reserve Center, Brockton, Massachusetts

Coast & Harbor provided construction management support services for the $9.4 million

renovation of the 66,500-sq. ft. Army Reserve Center in Brockton, Massachusetts. 61,600 sq. ft.

Training Buildin4,900 sq. ft. Area Maintenance Support Activity / Organizational Maintenance

Shop.

Owner: U.S. General Administration Services

Name and Title of Point of Contact:

Peter Menzies, GSA Project Manager

Address: 10 Causeway Street, 11th floor

Boston, MA 02222-1047

Phone Number: 617-893-0329

Email Address: [email protected]

Value: $ 56 Million

Completed on: 3.30.2014

Owner: U.S. Army Corps of Engineers, New England

District

Name and Title of Point of Contact:

Sean Dolan, Contracting Officer

Address: 696 Virginia Rd, Concord Ma 01742

Phone Number: 817-978-7349 or (978) 318-8079

Email Address: [email protected]

Value: $ 9.4 Million

Completed on: 3.31.2011

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 10 of 20

Armed Forces Reserve Center, Middletown, Connecticut Coast & Harbor provided construction

management support services for the construction

of this new $54 million, LEED Gold, 204,000 sq.

ft. army reserve center. The facility includes a

164,000-sq. ft. training facility with multiple

building uses and two additional buildings.

It contained a low-impact, state-of the- art storm

water management system that exceeds federal

requirements for water quality and quantity

control. It adhered to DoD’s stringent security

criteria. All design documents were prepared with

3D Building Information Modeling (BIM)

software, including clash detection to

enhance coordination and accuracy.

Utilization of USACE’s “Dr Checks” quality

assurance system throughout the fast-track

design process and ProjNet design and

construction information software. The

design-build team faced several challenges

during the design phase, not the least of

which was the fast-track schedule. For

example, DiBlasi Associates, structural engineers, began structural design work in December

2009 and completed the documents in time for the bid issuance in early 2010. In addition to the

extremely ambitious schedule, the structural design includes many special features that respond

to Anti- Terrorism / Force-Protection measures and Progressive Collapse resistance.

This Design-Build project included:

42 Acre Site 164,000 sq. ft. Training Facility with administrative, educational, assembly,

library, learning center, vault, weapons simulator, and physical fitness areas for four

Army Reserve units and six Connecticut Army National Guard units.

36,000 sq. ft. vehicle maintenance shop.

4,000 sq. ft. unheated storage facility.

Owner: U.S. Army Corps of Engineers, New England

District

Name and Title of Point of Contact:

Sean Dolan, Contracting Officer

Address: 696 Virginia Rd, Concord Ma 01742

Phone Number: 817-978-7349

Email Address: [email protected]

Value: $ 54 Million

Completion Date: 8.31.2011

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 11 of 20

Project Approach Coast & Harbor’s project management team will be ready to respond to any type of service

that the Town of Burlington may require. Coast & Harbor’s experience with OPM Service

contracts has resulted in a focus on responsiveness.

Ensuring there is a thorough understanding of the expectations of the project.

Identifying the most qualified person to perform the specific tasks of the project.

Preparing a responsive level of effort for the project.

Coast & Harbor understands the importance of providing qualified personnel committed to

working seamlessly with the Town of Burlington.

Working and Communicating on Projects

Coast & Harbor and its project management team understand the need to effectively track and

organize the funding/budgets, schedules and the issuance of work orders to coordinate the project

effectively. On day one of award project team members will work to develop an effective Quality

Assurance/ Quality Control Plan. This will ensure successful execution of the professional

services provided to the Town of Burlington.

Coast & Harbor will assist the Town in developing a project communications plan that serves to

organize and bind the project team and stakeholders to its policies and procedures. This tool will

be maintained and updated by Coast & Harbor in consultation with the Town throughout each

stage of the project.

This plan would formalize and institutionalize a clear channel of communication for all project

participants. The intent of this plan is to:

Identify the participants, their titles, their role in the project;

Identify positions that have authority to commit approvals;

Eliminate confusion;

Reduce duplications;

Establish a path for change order approval;

Establish the schedule of meetings; and

Establish a report submission timetable.

The nature and frequency of detailed written reports (deliverables) will be established. A

document control plan will be established to facilitate retrieval and archiving of pertinent

documentation. The goal of the communication plan will be to facilitate smooth transitions from

designing to construction and ultimately to occupancy.

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 12 of 20

Coast and Harbor views the communication plan as providing two separate services:

Communication on day to day issues and a method of communicating to manage the coordination

of program related activities. These projects or activities must be managed and coordinated quickly

and effectively to ensure non-interruption to the construction project.

Sequence of the Project (Assumed Action Items)

Programming

Budget Development

Cost management

Constructability Review

Quality Control

Value Engineering

Permitting assistance

Contractor Pre-qualification

Bid Solicitation

Pre-Bid meetings

Addenda Review

Bid Review & Award

Contracts

Site Meetings

Inspections

Logs

Schedule Review

Progress Payments

Change Order Control

Reports

Certified Payrolls

Punch List

Contract Closeout

FFE Procurement

Move Management

Telephone Systems

Data Systems

Warranty Period Services

Document Control

The project management team will establish and manage a system for document control. A

document control system must be designed to effectively manage numerous amounts of

information regarding the project. This will ensure access to and the capability to disseminate

information to the Town and designated staff in an efficient and reliable manner. The project

related documentation includes but is not limited to:

Contract documents (drawings, specifications, contracts);

Construction administration documents (RFIs, Submittals, claims, Change orders,

directives, and requisitions).

Informational communications (reports, photographs, videos, notices, advisories).

An effective and efficient document control system will provide easy access to filing and equally

important to provide easy retrieval of documents. A well-organized construction document system

is essential to avoid misinformation, misinterpretation of agreements, and is the foundation to

protecting the cost of a project. Coast & Harbor has extensive experience in managing document

control systems which in turn has been critical in the successful defense of a claim.

Management Overview

Pre-Construction Phase: Coast & Harbor has been responsible for the design review process on

multiple projects and assembled outstanding teams of professionals to review the design

documents at specified stages of completion. Coast & Harbor’s team includes, if required, fire

protection engineers, structural engineers, MEP engineers, historic preservation experts. During

the design phase Coast & Harbor has also produced and reconciled conceptual estimates,

developed project master schedules, and developed communication plans and report

procedures.

DESIGN BIDDING CONSTRUCTION OCCUPANCY

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 13 of 20

Construction Phase: In this phase Coast & Harbor monitored budget and schedule, monitored

the progress of construction work based on detailed knowledge of the design documents,

prepared comprehensive daily and other reports, provide electronic and hard copy management,

including use of the governments electronic project management system, and implemented

change order management. Coast & Harbor personnel are provided an orientation to review the

deliverables for the contract and to discuss the details of the project.

Close-Out Phase: Coast &Harbor has coordinated the documentation for award of completion,

assembled and reviewed warranties and guarantees, coordinated the delivery and installation of

FF&E and provided move management.

Design Services

Coast & Harbor believes careful and thorough design review is essential to delivering the project

on time and on budget. Coast & Harbor’s design review has three components: completeness, code

compliance, and constructability. The completeness review seeks to assure that the design

documents are as complete, consistent, and unambiguous as possible given the stage of the design

process. Eliminating incomplete documents, inconsistency among documents, and ambiguities

within documents is the first step in protecting the project budget by minimizing change orders

during construction. It is also a crucial step in protecting the project schedule by reducing the

number of requests for information from the contractor and the time spent producing responses.

The review for code compliance also seeks to avoid change orders during construction due to

revisions mandated by missed code requirements. The third layer of the Coast and Harbor design

review is constructability. This looks at the design documents from the point of view of, can they

be built within the project budget and the project schedule. Coast & Harbor manages the design

review process by creating a design review log. This log tracks the issues raised during design

review. It identifies the issue, indicates which entity is responsible for addressing it, establishes a

time for anticipated resolution, and shows the status of the issue.

Project Management System of Reports and Presentations

The project management team will develop a chart acceptable to the Town that will detail the

plan for preparation and submission of the following reports.

A monthly report that summarizes the progress of the work.

A Project Budget summary that will account for all incurred costs on the project.

A brief analysis of the schedule for each project that accounts for delays,

anticipated change orders, claims, and a recommended plan of action to address

slips in progress;

Inspection Reports; and

Tracking Log for Project Action Items.

Coast & Harbor Challenges and Lessons Learned

Margaret Chase Smith Federal Office Building & Courthouse - Challenge: Keeping tenants

informed of the progress of the modernization to support the continuous operation of each tenant

agency. Very limited swing space because the building was fully occupied.

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 14 of 20

Response: Coast & Harbor planned and implemented a comprehensive and pro-active

communications program involving weekly updates and frequent meetings with tenant agencies.

Coast & Harbor worked with the CMc to develop a detailed phasing plan. Coast and Harbor

aggressively monitored that plan and worked with the CMc to adjust the plan as circumstances

required.

City of Lowell Energy conservation - Challenge: The energy services company was not used to

managing design and construction.

Response: Coast and Harbor aggressively monitored the progress of the design and construction

of the 28 energy conservation measures.

Dwight Eisenhower House - Challenge: Preserving this historic wood frame house while it was

being modernized. Joists under the porch were found to be rotten. This was an unforeseen

condition.

Response: While the contractor was experienced with this type of work, Coast & Harbor

provided active monitoring of the work. Coast and Harbor lead the discussions that determined

how to solve the problem, how to fund the solution, and how to minimize any impact on the

schedule.

Brockton Army Reserve - Challenge: The contractor submitted significantly more change orders

than was anticipated.

Response: Coast & Harbor became actively involved in evaluating change order proposals on

behalf of the owner.

Effectiveness

Coast & Harbor has a variety of technological tools to make its team efficient.

Coast and Harbor’s field teams are equipped with top of the line laptops, digital cameras, tablets,

and construction inspections tools;

RS means Online for estimating and Microsoft Project for creating General Project Schedules

for tracking;

The firm operates with the Microsoft Office 365 system for email, word processing,

spreadsheets, presentations, and document design;

Adobe Software Suite for Acrobat (.pdf) production/editing, Photoshop for Image configuration,

InDesign and Fireworks for higher-end document design;

Dropbox Cloud System for data management and storage, used as well to transfer large project

files such as project drawings, complete specifications books and transmit projects documents

securely; and

Depending on the specific needs of the project, Coast & Harbor invests in other hardware and

software so the project team can function effectively and efficiently, for the best results for our

clients.

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 15 of 20

Proposed Staffing Coast & Harbor corporately has the in-house resources and

infrastructure to effectively support its proposed project

management team to allow them to work seamlessly with

the Town of Burlington, it’s staff and all stakeholders.

Project Executive – Mr. Claude Lancome, Coast & Harbor’s Executive Vice President. He will be the “key point” of contact between the Town of Burlington and Coast & Harbor on all issues for the support services to be provided. This position is offered at no cost. Mr. Lancome will be responsible for ensuring all staff is working cooperatively, effectively and seamlessly with the Town of Burlington.

Owners’ Project Manager –Mr. Stephen Broadhead, available to start immediately and is committed to completing the project: He has performed design and construction management services for large and complex projects. He was the Project Manager for the design and construction of the DPW facilities in North Andover, MA. He maintained a proactive presence by communicating critical issues of the project and coordinating technical subject matter meetings to get a consensus of a solution between all stakeholders.

Clerk of the Works - Mr. David Dallaire, available to start immediately during construction and is committed to completing the project. He focuses on all levels of service of contract performance, meticulous quality control, immediate response to emergency needs, and the knowledge-base to provide the client with top-notch construction management services from the first day of contract performance to the last.

Organizational Chart

GSA

Estimated Hours:

Preconstruction: 40 hours a week

Construction: 40 hours a week

Closeout: 40 hours a week

Estimated Hours:

Construction: 40 hours a week

Town of Burlington

Stephen Broadhead

Project Manager

David Dallaire

Clerk of the Works

Claude Lancome

Project Executive

Claude Lancome Resume

Page 1 of 1

Claude G. Lancome – Project Executive

Mr. Claude Lancome has over 30 years’ experience in construction management; negotiating, drafting, and

administering design agreements and construction contracts. He is a nationally recognized expert in developing

strategies for the defense of large, complicated change orders and claims. Certified in MCPPO, Mr. Lancome is

a recognized expert in the interpretation and implementation of Mass General Law Chapters 149 and 149A. He

has managed insurance program for labor project agreements for construction projects ranging in sizes from $800

Million to over $3.8 billion. He is certified by the American Arbitration Association (AAA) as a mediator and

arbitrator, and has extensive experience working as an arbitrator for the AAA resolving disputes on design and

construction projects.

Project Highlights

Coast and Harbor Associates, Inc., Lynnfield, MA (1990 to present) - Executive Vice President

National Capital Region (GSA) Project Management Support Services 2017-Present - Program Manager - oversees a ten-

person construction manager team for a project management support contract in Washington D.C. The assigned team

performs OPM services on about thirty (30) Federal Facilities across the Washington D.C. Metropolitan area with a total

value of about $500 Million. This program is a task order based contract.

New Federal Courthouse, Springfield, MA, 2006 – 2008 - Corporate Executive for this $55-million project to build a new,

three-story courthouse in historic part of Springfield, MA. The work of renowned architect Moshe Safdie, 160,000-square-

foot building includes four courtrooms, court offices, a congressional office, and public areas.

New Land Port of Entry, Calais, Maine, 2005-2010 - Corporate Executive for design and construction of the new $64 million

Land Port of Entry (LPOE) in Calais, Maine. The new 100,000 sq. ft. LPOE, located on a 53-acre site, replaced the

commercial functions of two existing Calais border stations. The new facility includes a main administration building with a

passenger lobby, document processing area, administrative offices, interview, search and detention cells, staff services and a

counter terrorism suite.

Land Port of Entry, Tornillo, Texas, 2008-2015 - Corporate Executive for the new $100 million, LEED-certified, 86,000 sq.

ft. Land Port of Entry in Fabens, Texas. This project involves multiple uses inside the building and sophisticated MEP and

security systems. The new land port of entry is located on 117 acres and will process non-commercial and commercial traffic

between the United States and Mexico. It is the largest LPOE in the United States.

Margaret Chase Smith Federal Building, Bangor, Maine, 2009-2014 - Corporate Executive for the design and construction of

the $54 million modernization of the occupied Margaret Chase Smith Federal Building located in downtown Bangor, Maine.

The work featured a combination of sophisticated MEP retrofits, security upgrades, and architectural work including high end

finishes. Tenants include: Maine’s US Senators, US District Court, US Bankruptcy Court, US Attorney’s Office, US

Marshals, Social Security Administration, and Internal Revenue Service.

New Land Port of Entry, Van Buren, Maine, 2009-2013 - Mr. Lancome was the Corporate Executive for the design and

construction of a new $40 million Land Port of Entry (LPOE) in Van Buren, Maine. The new LPOE, located on a 21-acre

site, replaced the existing border station that was damaged in a flood. The new facility consists of approximately 40,000 sq.

ft. and includes a main administration building with a passenger lobby, document processing area, administrative offices,

interview, search and detention cells, and building support areas. There is also a secondary non-commercial garage and a

commercial vehicle and cargo inspection facility.

US Army, Corps of Engineers IDIQ, New England District, 2009-2014 - Mr. Lancome was the Corporate Executive for this

IDIQ contract to provide Construction Management Support Services to the US Army Corps of Engineers, New England

District. Under this contract Coast & Harbor has worked on eleven (11) task orders that include environmental remediation

oversight, the new construction of an office building on a military installation, multiple new construction and renovation

projects on a Veteran’s Administration campus, new construction of an Armed Forces Reserve Center, renovations at an

Army Reserve Center, new construction of a remote border station, a paving project on a Veteran’s Administration campus,

and two dredging projects in Massachusetts and Maine.

Edward Early Jr. Parking Garage, Lowell, Massachusetts, 2006-2008 - Mr. Lancome was the Project Executive for the $25

million, 900 car parking facility with 17,500 sq. ft. of commercial space and infrastructure improvements. The project

included reconstruction and widening of a street and other public infrastructure improvements.

Page 16 of 20

Stephen Broadhead

Page 1 of 1

Stephen S. Broadhead – Project Manager

Mr. Stephen Broadhead has performed design and construction

management services for large and complex projects. He was the

Project Manager for the design and construction of the DPW facilities

in North Andover, MA. He maintained a proactive presence by

communicating critical issues of the project and coordinating technical

subject matter meetings to get a consensus of a solution between all

stakeholders. He has extensive experience in reviewing RFI's,

submittals, change orders, request for payments, documenting daily

activities and ensuring compliance with the project master schedule.

Project Highlights

North Andover, MA DPW Facilities - Project Manager for the design and construction of the DPW facilities in

North Andover, MA. Relocation of the DPW administrative offices from Town Hall to new facilities located at

the existing DPW site. The $5M project was completed in two phases.

o Phase 1 included the demolition of the existing salt storage shed to make room for a new 10,000 SF shed

which was completed in August 2017 for the facility to be operational for the 2017-2018 winter season.

o Phase 2 included renovation of the existing vehicle garage and shop facility, and a 5,300-two-story office

addition. The building includes, DPW reception, offices, conference room, showers, and break room. All

construction was conducted while maintaining full operation of the existing facility. The building was

completed in February 2018.

Northeastern University Interdisciplinary Science and Engineering Complex – Senior Project Manager for

this $225 million, 234,000 square-foot new construction facility which, transformed the culture, history, and

trajectory of the University to be among the nation’s elite research institutions.

o Design review with an emphasis on building systems and infrastructure.

o Strong communication and organizational skills.

o Analysis of project schedule and budget with an on-time and on-budget track record.

o Experience in working with utility and energy suppliers to achieve six figure rebates.

o On-Site oversight of construction work in-progress; collaboration with contractor, design team and client

staff, worked closely with administrators, faculty and staff.

University of Rhode Island Engineering Building - Senior Project Manager for new $125M facility. Provided

Owner’s Project Management services for the 190,000 SF engineering complex. Five existing engineering

buildings were demolished to accommodate the new complex. The new building will house seven University

engineering programs and will provide open and flexible teaching and learning spaces necessary to prepare

engineering students, while advancing faculty research.

PM on a Two Phase DPW Project

Bachelor’s Degree in

Architecture

PROCORE Software experience

OSHA 10 Certification

MA Licensed Architect #5096

Page 17 of 20

David Dallaire

Page 1 of 1

David Dallaire – Clerk of the Works

Mr. David Dallaire focuses on all levels of contract performance, meticulous quality control, immediate response to emergency needs,

and the knowledge-base to provide the client with top-notch construction

management services from the first day of contract performance to the last.

As Onsite Owner’s Clerk of the Works and Onsite Project Superintendent with

Gilbane for twenty (20) years, Mr. Dallaire has experience with multiple

projects. Mr. Dallaire has experience preparing daily and monthly inspection

reports, reviewing certified payroll and verifying with wage interviews,

maintaining on-site job files, performing quality control inspections of all

project components including: site work, structural, MEP systems, architectural

systems, and interior finishes. He also has experience reviewing contractor

submittals and pay requisitions, change order review, construction schedule

review, attending weekly project coordination meetings, attending daily

construction trades meetings and attending owner’s meetings.

Project Highlights

UMASS Boston Residences – Boston, MA - New Construction of two residence buildings, 1,000 beds in singles, doubles,

triples, and quads Housing for first-year students. Flexible living/learning spaces. A ground-floor indoor and outdoor

commons, dining common for both residents and the campus community.

Fidelity Investments – Smithfield, RI - New construction of a 750,000-sf office building with Precast façade on the existing

campus with a 160,000 sf (5) five story Precast parking garage. Wooded Greenfield site required approximately 75,000cy of

ledge blasted and processed on site. 3500-ton Str. Stl. Package. Responsibilities included: clearing and grubbing, site work,

temp offices and utilities, CIP foundations and embeds, Structural Steel coordination, elevators coordination, waterproofing,

fireproofing, temp stairs and access, general cleaning safety etc.

Water Street Roadway Reconstruction Project - Framingham, MA - Resident Engineer - project included paving of two miles

of roadway. The roads were paved with a MADOT specified mix and road was made to match existing grade or brought up

to new grade. All catch basins were rebuilt to the modern construction standards, and manholes were put into new frames and

covers. Residential driveways were renovated as part of this project, as was a new entrance to a mall. Existing curbs were

removed and replaced with new curbs and sidewalks. 25 handicapped ramps and detectable warning mats. This project

included new sewer and new water lines.

Coltsville Flow Control Station - Pittsfield MA - Resident Project Representative, AECom - New 18”,16”and 12” water

service upgrades to replace existing flow control station distribution. Sections of the existing parking lot were opened up and

repaved on a nightly basis. In the end, the entire parking lot was repaved. Project also included a new Flow Control Station

Building featuring 45’-0’ deep auger cast piles and grade beam foundation Concrete Masonry Units (CMU) with brick veneer

and pre-cast plank roof.

Lincoln-Sudbury Regional High School, Sudbury, MA - Onsite Owner’s Clerk of the Works for Gilbane Building Company

for the Construction of a new 383,000 sq. ft. High School for 1,850 students. The Project included paving work including

new roads between buildings, new support roads to athletic fields, and the demolition and reconfiguration of a perimeter road

around campus. $78 million.

Manchester Schools Project - Renovation and additions to 21 Schools; completed Bakersville from start to finish and took

over the completion of 2 other schools, Wilson and Hallsville.

CSO Project - New Haven, CT - Waste Water overflow project; casting walls and deck concrete for a 4-million-gallon waste

water bypass system holding tank complete with tipping buckets and control station Bldg.; then restored grade

Public Service Co. of New Hampshire - Manchester, NH - Renovation, remediation of historic Manchester Mill yard,

originally built by the Amoskeag Manufacturing Co in 1909 to produce steam and power. The building was vacant for some

time and restored to a 77,000 sf. Business office for the NH Public Utility Comp

Boston Board of Examiner’s

Supervisor’s ABC License

#B18696

Degree in Science of Building

Construction Sciences

Proven ability to build consensus

with all stakeholders for the

benefit of the project (Budget &

Schedule).

Page 18 of 20

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 19 of 20

Stability and Capacity

History/Capacity

Coast & Harbor Associates, Inc. (Coast & Harbor) has been in business since 1988. Coast &

Harbor is a S Corporation with a 60/40 ownership between the firms two principals. Coast &

Harbor has provided Owners Project Management (OPM) services as a Prime Consultant since

2005 and has managed projects with an aggregate value of $1.2 Billion.

Coast & Harbor has a record of providing exceptional quality Construction Management services

for Governmental Agencies on multiple Design and Construction Projects similar to the Town of

Burlington’s Department of Public Works Projects. These projects range in value from $500,000

to $160 Million and include numerous Commercial Office Buildings, Mixed Use Facilities, Higher

Education Projects, U.S. Courthouses, complex Federal Office Buildings, and sophisticated Land

Ports of Entries and Border Stations. Coast & Harbor projects include new construction, repairs

and alterations, and modernization projects. On a number of these projects Coast & Harbor has

been responsible for the management of Commissioning that ensured compliance with LEED

requirements to achieve certification, including in certain cases, Platinum and Gold Certifications.

Firm’s Principals

Mr. Claude G. Lancome is the Executive Vice President of Coast and Harbor Associates, Inc.

and is the proposed Project Executive in Charge. Mr. Lancome, has over 30 years of experience

in the management of construction projects ranging in size from $500,000 to over $3.8 billion.

He is an attorney specializing in construction law, an expert in Construction Manager at Risk

procurement, and 19 years as an Arbitrator dealing specifically with construction issues. He is

skilled in negotiating, drafting, and administering design agreements and construction contracts

as well as change order and claims management. He has a current MCPPO Certification and had

previously taught several courses for the program when it was first launched in Massachusetts.

Marcella A. Lancome is President and Chief Executive Officer of Coast and Harbor Associates,

Inc. Ms. Lancome has over 30 years of experience with government-sponsored construction

projects. A former employee of the Massachusetts Department of Public Works (Special

Assistant to the Commissioner), Massachusetts Port Authority (Director of Construction

Compliance) and former director of the National Association of Minority Contractors and has

considerable experience with construction contract administration and project oversight. The

business is MBE WBE/DBE Certified in Massachusetts.

RFQ – Town of Burlington, MA

Owner’s Project Manager Services

Design and Construction of DPW Facilities July 6, 2018

Page 20 of 20

Company Workload

Coast and Harbor Associates, Inc. has the in-house capacity to provide immediate support in the

execution of program related tasks in either technical and administrative functions. CHA has a

Project Support Specialists Unit from which to draw support, to assist the field project

management team if necessary in day to day task. Coast & Harbor has a staff in its Lynnfield

corporate office that provides all the required policies and support to its field project

management team.

The Lynnfield, Massachusetts corporate key staff includes: CEO Marcella A. Lancome,

Executive Vice President Claude G. Lancome, Program Development Officer & Project Support

Manager Fernando Ruiz-Esparza Jr., the Administrative Manager, the Finance Manager, the

Corporate Office Manager, and the IT Unit Manager. Coast & Harbor has an additional seven

(7) field staff employees working in the New England Region (Project Managers, Inspectors,

Clerk of the Works, Quality Control/Assurance Managers, Cost Engineers, and Administrative

Assistants).

Coast & Harbor is currently managing eleven (11) different contracts for Project Management

Services throughout New England and in the Washington D.C. region. Coast & Harbor can take

on further assignments as it has the resources and technology to make the corporate management

process move along smoothly. Coast & Harbor over the past five years has averaged $2.7

Million in gross revenue. Coast & Harbor continues to be a financially stable firm and is

committed to taking on the Town of Burlington DPW Project.

The ACORD name and logo are registered marks of ACORD

CERTIFICATE HOLDER

© 1988-2014 ACORD CORPORATION. All rights reserved.

ACORD 25 (2014/01)

AUTHORIZED REPRESENTATIVE

CANCELLATION

DATE (MM/DD/YYYY)

CERTIFICATE OF LIABILITY INSURANCE

LOCJECTPRO-

POLICY

GEN'L AGGREGATE LIMIT APPLIES PER:

OCCURCLAIMS-MADE

COMMERCIAL GENERAL LIABILITY

PREMISES (Ea occurrence) $DAMAGE TO RENTED

EACH OCCURRENCE $

MED EXP (Any one person) $

PERSONAL & ADV INJURY $

GENERAL AGGREGATE $

PRODUCTS - COMP/OP AGG $

$RETENTIONDED

CLAIMS-MADE

OCCUR

$

AGGREGATE $

EACH OCCURRENCE $UMBRELLA LIAB

EXCESS LIAB

DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

INSRLTR TYPE OF INSURANCE POLICY NUMBER

POLICY EFF(MM/DD/YYYY)

POLICY EXP(MM/DD/YYYY) LIMITS

PERSTATUTE

OTH-ER

E.L. EACH ACCIDENT

E.L. DISEASE - EA EMPLOYEE

E.L. DISEASE - POLICY LIMIT

$

$

$

ANY PROPRIETOR/PARTNER/EXECUTIVE

If yes, describe underDESCRIPTION OF OPERATIONS below

(Mandatory in NH)OFFICER/MEMBER EXCLUDED?

WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY Y / N

AUTOMOBILE LIABILITY

ANY AUTO

ALL OWNED SCHEDULED

HIRED AUTOSNON-OWNED

AUTOS AUTOS

AUTOS

COMBINED SINGLE LIMIT

BODILY INJURY (Per person)

BODILY INJURY (Per accident)

PROPERTY DAMAGE $

$

$

$

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIODINDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THISCERTIFICATE 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.

INSDADDL

WVDSUBR

N / A

$

$

(Ea accident)

(Per accident)

OTHER:

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).

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

INSURED

PHONE(A/C, No, Ext):

PRODUCER

ADDRESS:E-MAIL

FAX(A/C, No):

CONTACTNAME:

NAIC #

INSURER A :

INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

INSURER(S) AFFORDING COVERAGE

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN

ACCORDANCE WITH THE POLICY PROVISIONS.

INS025 (201401)

12/13/2017

Cross Insurance-Wakefield401 Edgewater Place Suite 220

Wakefield MA 01880

Mary Coates, ARM, CIC(781)914-1000 (781)224-5777

[email protected]

Coast & Harbor Associates7 Kimball Ln., Bldg. D

Lynnfield MA 01940

Kinsale Ins Co 38920Arbella Protection 41360National Union Fire Insurance 19445Admiral Insurance Co 24856

CL1791323026

A

X

X

X

X Max All Projects $5M

001000166313 5/3/2017 9/1/2018

1,000,000

300,000

1,000,000

2,000,000

2,000,000

B

XXX

102001484705 3/1/2018 3/1/2019

1,000,000

Underinsured motorist

C XBE 065302877 5/3/2017 9/1/2018

5,000,000

5,000,000

To Follow Separately

D Professional Liability EO000038966-01 9/14/2017 9/14/2018 Each Claim $2,000,000

Claims Made Retro 9/14/2005 Aggregate $2,000,000

Vincent Thorne/MC9

Proof of Insurance