18
PROJECT MINUTES PROJECT MANAGEMENT Project: W. Edward Balmer Elementary School Feasibility Study Project No.: 17020 Prepared by: Joel Seeley Meeting Date: 2/14/18 Re: CM Prequalification Committee Meeting Meeting No: 4 Location: District Offices Time: 5:30pm Distribution: School Building Committee Members, Attendees (MF) Attendees: PRESENT NAME AFFILIATION Paul Bedigian Representative of the Building, Planning, Construction Committee Jeff Lundquist Community Member with building design and/or construction experience Andrew Chagnon Community Member with building design and/or construction experience Dr. Catherine Stickney Superintendent of Schools Lee Dore D & W, Architect Thomas Hengelsberg D & W, Architect Joel Seeley SMMA, OPM Item # Action Discussion 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification Committee meeting minutes. Motion passed unanimous by those attending. 4.3 Record J. Seeley distributed and reviewed the CM Reference Call Summary, attached. 4.4 J. Seeley Each Committee member reviewed their evaluation of the submitted SOQ packages. J. Seeley reviewed A. Chagnon’s evaluation. The consolidated evaluation calculates the CMs scored rank in the following order from highest to lowest: Consigli Construction Company, W. T. Rich Company, Inc., Fontaine Bros., Inc., Gilbane Building Company, Suffolk Construction, Agostini-Bacon Construction, and Whiting-Turner Construction Company. A motion was made by C. Stickney and seconded by P. Bedigian to approve Consigli Construction Company, W. T. Rich Company, Inc., Fontaine Bros., Inc., and Gilbane Building Company as qualified CM firms to be invited into the RFP phase of the CM Selection Process. No discussion, motion passed unanimous. J. Seeley to notify the CMs and issue the RFP package. 4.5 Record Next CM Selection Committee: March 6, 2018 at 5:30 pm at the High School Media Center. 4.6 Record A Motion was made by C. Stickney and seconded by P. Bedigian to adjourn the meeting. No discussion, motion passed unanimous.

PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

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Page 1: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

PROJECT MINUTES

PROJECT MANAGEMENT

Project: W. Edward Balmer Elementary School Feasibility Study Project No.: 17020

Prepared by: Joel Seeley Meeting Date: 2/14/18

Re: CM Prequalification Committee Meeting Meeting No: 4

Location: District Offices Time: 5:30pm

Distribution: School Building Committee Members, Attendees (MF)

Attendees:

PRESENT NAME AFFILIATION

Paul Bedigian Representative of the Building, Planning, Construction Committee

Jeff Lundquist Community Member with building design and/or construction experience

Andrew Chagnon Community Member with building design and/or construction experience

Dr. Catherine Stickney Superintendent of Schools

Lee Dore D & W, Architect

Thomas Hengelsberg D & W, Architect

Joel Seeley SMMA, OPM

Item # Action Discussion

4.1 Record Call to Order, 5:30 PM, meeting opened.

4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18

CM Prequalification Committee meeting minutes. Motion passed unanimous by those

attending.

4.3 Record J. Seeley distributed and reviewed the CM Reference Call Summary, attached.

4.4 J. Seeley Each Committee member reviewed their evaluation of the submitted SOQ packages. J.

Seeley reviewed A. Chagnon’s evaluation.

The consolidated evaluation calculates the CMs scored rank in the following order from

highest to lowest: Consigli Construction Company, W. T. Rich Company, Inc., Fontaine

Bros., Inc., Gilbane Building Company, Suffolk Construction, Agostini-Bacon

Construction, and Whiting-Turner Construction Company.

A motion was made by C. Stickney and seconded by P. Bedigian to approve Consigli

Construction Company, W. T. Rich Company, Inc., Fontaine Bros., Inc., and Gilbane

Building Company as qualified CM firms to be invited into the RFP phase of the CM

Selection Process. No discussion, motion passed unanimous.

J. Seeley to notify the CMs and issue the RFP package.

4.5 Record Next CM Selection Committee: March 6, 2018 at 5:30 pm at the High School Media

Center.

4.6 Record A Motion was made by C. Stickney and seconded by P. Bedigian to adjourn the meeting.

No discussion, motion passed unanimous.

Page 2: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

Project: W. Edward Balmer Elementary School Feasibility Study

Meeting Date: 2/14/18

Meeting No.: 4

Page No.: 2

Attachments: Agenda, CM Reference Call Summary

The information herein reflects the understanding reached. Please contact the author if you have any questions or are not in agreement with these

Project Minutes

JGS/sat/P:\2017\17020\04-MEETINGS\4.3 Mtg_Notes\3-CM Prequalification Committee\4-14February2018_Cmprequalcte\Cmprequalificationcommitteemeeting_14February2018_FINAL.Docx

Page 3: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification
Page 4: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

1000 Massachusetts Avenue

Cambridge, MA 02138

617.547.5400

www.smma.com

Project Management

Agenda

Project: W. Edward Balmer Elementary School Feasibility Study Project No.: 17020

Re: CM Prequalification Subcommittee Meeting Meeting Date: 2/14/2018

Meeting Location: Northbridge Public Schools District Office Meeting Time: 5:30 PM

87 Linwood Avenue, Whitinsville, MA Meeting No. 4

Prepared by: Joel G. Seeley

Distribution: Committee Members (MF)

1. Call to Order

2. Review Qualifications of CM Firms

3. Prequalify CM Firms to Receive RFP

4. Decide Additional Site Visit

5. Next Meeting: February 27, 2018

6. Adjourn

JGS/sat/P:\2017\17020\04-MEETINGS\4.2 Agendas\CM Prequalification Subcommittee\4-14February2018\Agenda_14February2018.Docx

Page 5: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

PROJECT MINUTES

PROJECT MANAGEMENT

Project: W. Edward Balmer Elementary School Feasibility Study Project No.: 17020

Prepared by: Joel Seeley Meeting Date: 1/30/18

Re: CM Prequalification Committee Meeting Meeting No: 3

Location: High School Media Center Time: 5:30pm

Distribution: School Building Committee Members, Attendees (MF)

Attendees:

PRESENT NAME AFFILIATION

Paul Bedigian Representative of the Building, Planning, Construction Committee

Jeff Lundquist Community Member with building design and/or construction experience

Andrew Chagnon Community Member with building design and/or construction experience

Dr. Catherine Stickney Superintendent of Schools

Lee Dore D & W, Architect

Thomas Hengelsberg D & W, Architect

Joel Seeley SMMA, OPM

Item # Action Discussion

3.1 Record Call to Order, 5:30 PM, meeting opened.

3.2 Record A motion was made by A. Chagnon and seconded by L. Dore to approve the 1/16/18 CM

Prequalification Committee meeting minutes. Motion passed unanimous by those

attending.

3.3 Record J. Seeley distributed and reviewed the Draft Request for Proposal (RFP) for Construction

Management at Risk Services and Draft Project Schedule, both attached.

A motion was made by C. Stickney and seconded by A. Chagnon to approve the Draft

Request for Proposal (RFP) for Construction Management at Risk Services and the Draft

Project Schedule and make final. Motion passed unanimous.

3.4 Record CM Qualifications packages were received from Fontaine Bros., Inc., Gilbane Building

Company, Consigli Construction Company, Agostini-Bacon Construction, W. T. Rich

Company, Inc., Whiting-Turner Construction Company, and Suffolk Construction. Each

Committee member provided an update on their progress review of the submitted CM

Qualifications packages.

3.5 Record Next CM Prequalification Committee: February 7, 2018 at 5:30 pm at the High School

Media Center.

3.6 Record A Motion was made by A. Chagnon and seconded by L. Dore to adjourn the meeting. No

discussion, motion passed unanimous.

Attachments: Agenda, Draft Request for Proposal (RFP) for Construction Management at Risk Services, Draft Project

Schedule

The information herein reflects the understanding reached. Please contact the author if you have any questions or are not in agreement with these

Project Minutes

JGS/sat/P:\2017\17020\04-MEETINGS\4.3 Mtg_Notes\3-CM Prequalification Committee\3-30January2018_Cmprequalcte\Cmprequalificationcommitteemeeting_30January2017_DRAFT.Docx

Page 6: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

AGENDA

BLACKSTONE CHAMBER OF COMMERCE MEETING - 6:00 PM

CM INFORMATIONAL MEETING - 3:30 PM

CM PREQUALIFICATION SUBCOMMITTEE MEETING - 5:30 PM

Review Draft RFP

SCHOOL BUILDING COMMITTEE MEETING

Review Schematic Design Phase Schedule and Deliverables

Prepare for MSBA FAS Meeting

CM PREQUALIFICATION SUBCOMMITTEE MEETING - 5:30 PM

Progress Review of Qualifications

Finalize RFP

SCHOOL BUILDING COMMITTEE MEETING

Review Updated Site and Floor Plans

Review Preliminary Exterior Imagery

Prepare for MSBA Board Meeting

MSBA BOARD MEETING

CM PREQUALIFICATION SUBCOMMITTEE MEETING - 5:30 PM

Prequalify CM Firms to Receive RFP

SCHOOL BUILDING COMMITTEE MEETING

Review MSBA Board Meeting

Review Updated Site Plan and Floor Plans

Review Updated Exterior Imagery

Review Preliminary Mechanical and Electrical Systems

Review Updated Sustainable Design Features

Review Preliminary Building Sections

Prepare for Community Forum No. 6

CM SELECTION SUBCOMMITTEE - 6:30 PM

Review CM Proposals

COMMUNITY FORUM NO. 6 - 6:00 to 8:00 PM -

WHITINSVILLE SOCIAL LIBRARY

CM SELECTION SUBCOMMITTEE - 6:30 PM

CM Interviews

January 30, 2018

March 14, 2018

Schematic Design Phase (SD)

January 16, 2018

January 30, 2018

SCHOOL BUILDING COMMITTEE

W. EDWARD BALMER ELEMENTARY SCHOOL

DATE

All meetings held at the

High School Media Center at 6:30 PM

unless otherwise noted

MEETINGS SCHEDULE AND AGENDAS

October 30, 2017 Updated February 12, 2018

February 28, 2018

January 10, 2018

March 6, 2018

February 14, 2018

March 12, 2018

January 16, 2018

February 14, 2018

January 16, 2018

Project Management SMMA

Page 7: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

AGENDA

SCHOOL BUILDING COMMITTEE

W. EDWARD BALMER ELEMENTARY SCHOOL

DATE

All meetings held at the

High School Media Center at 6:30 PM

unless otherwise noted

MEETINGS SCHEDULE AND AGENDAS

October 30, 2017 Updated February 12, 2018

SCHOOL BUILDING COMMITTEE MEETING

CM Recommendation and Introduction

Review Progress Site Plan and Floor Plans

Review Updated Exterior Elevations

Review Preliminary Structural Systems

Review Preliminary Technology Systems

Review Preliminary FFE Layout

SCHOOL BUILDING COMMITTEE MEETING

Review Progress Site Plan and Floor Plans

Review Updated Exterior Elevations

Review Final Mechanical and Electrical Systems

Review Final Sustainable Design Features

SCHOOL BUILDING COMMITTEE MEETING

Final Site Plan, Floor Plans and Elevations

Final Project Cost

Final Project Schedule

Vote to submit Schematic Design Cost Estimate to MSBA

COMMUNITY FORUM NO. 7 - 6:00 to 8:00 PM -

W. EDWARD BALMER ELEMENTARY SCHOOL CAFETERIA

SUBMIT SCHEMATIC DESIGN COST ESTIMATE TO MSBA

SCHOOL BUILDING COMMITTEE MEETING - 7:00 PM

Vote to submit Schematic Design Package to MSBA

SUBMIT SCHEMATIC DESIGN PACKAGE TO MSBA

ADDITIONAL MEETINGS TO BE SCHEDULED

May 9, 2018

April 3, 2018

May 1, 2018

March 20, 2018

April 23, 2018

April 25, 2018

April 17, 2018

Project Management SMMA

Page 8: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

1000 Massachusetts Avenue

Cambridge, MA 02138

617.547.5400

www.smma.com

Project Management

Northbridge W. Edward Balmer Elementary School December 20, 2017 Updated February 12, 2018

Construction Manager Selection Timeline

Accelerated to be on Board by Mid-March 2018

November 21, 2017 SBC Decide CM at Risk Approach, Appoint CM Prequalification and

Selection Subcommittee

Nov 21 – December 6, 2017 Develop Application to Inspector General

December 6, 2017 Submit Application to Inspector General

Nov 21 – January 10, 2018 Develop Request for Qualifications (RFQ)

December 19, 2017 CM Prequalification Subcommittee Meeting: Review draft RFQ

January 3, 2018 Submit RFQ Advertisement to:

1. Central Register, Local Newspaper and COMMBUYS

January 16, 2018 CM Prequalification Subcommittee Meeting: Approve RFQ – 5:30 PM

January 10, 2018 RFQ Advertisement Noticed in:

1. Central Register, Local Newspaper and COMMBUYS

Jan 10 – February 6, 2018 Develop Request for Proposal (RFP)

January 16, 2018 Informational Meeting at W. Edward Balmer School and Tour – 3:30 PM

January 17, 2018 Notice to Proceed with CM at Risk from Inspector General

January 19, 2018 Deadline for Submission of CM Questions – 2:00 PM

January 24, 2018 (2 weeks) CM Qualification Packages Due

January 24-February 6, 2018 (2 weeks) Review CM Qualification Packages

January 30, 2018 CM Prequalification Subcommittee Meeting: Approve RFP, Progress Review

of Qualifications

February 14, 2018 CM Prequalification Subcommittee Meeting: Prequalify CM Firms to Receive

RFP

February 15, 2018 Distribute RFP to Prequalified CM Firms

February 20, 2018 Optional Site Visit

February 21, 2018 Deadline for CM Questions – 2:00 PM

February 28, 2018 CM Proposal Packages Due

February 28 – March 6, 2018 Review CM Proposals

March 6, 2018 CM Selection Subcommittee Meeting: Review CM Proposals, Finalize

Questions for Interviews

March 14, 2018 CM Interviews, Rank CM Firms

March 20, 2018 SBC Meeting: CM Selection Subcommittee to Recommend CM Firm,

Introduce CM

March 20 - 23, 2018 Finalize General Conditions, Fee and Contract Terms with Selected CM Firm

April 17, 2018 SBC Meeting: Vote to Submit Total Project Cost to MSBA

April 25, 2018 Submit Total Project Cost to MSBA (minimum 2 weeks prior to

submission)

May 9, 2018 Submit Schematic Design to MSBA

JGS/sat/P:\2017\17020\10-BID\10.3 CMR\CM_Selectionschedule12february2018_Accelerated.Docx

Page 9: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

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uch a

s p

ossib

le.

Ow

ner

kep

t ad

din

g b

ut

no

t in

CM

co

ntr

ol.

No

issues. F

ast

track p

roje

ct.

7 C

hang

e O

rders

as a

result b

ut

fair a

nd

reaso

nab

le a

nd

no

sched

ule

im

pact.

No

ne.

Very

reaso

nab

le w

ith d

ocum

enta

tio

n a

nd

pricin

g a

nd

wo

rkin

g w

ithin

bud

ge

t.

Pro

jec

t ap

pears

to

be u

nd

er

bud

get.

TB

C w

he

n p

roje

ct

is

clo

sed

out.

Larg

est

cha

ng

e o

rder

was r

ela

ted

to

led

ge b

lasting

for

sco

pe a

dd

ed

during

co

nstr

uc

tio

n a

nd

there

fore

,

exte

nt/

quan

tity

of

led

ge w

as u

nkno

wn.

7.

Did

they m

eet

the s

ched

ule

?

Sched

ule

dra

gg

ed

on

hig

h s

cho

ol as it

was a

phased

reno

and

und

ers

tand

ab

le d

ue t

o t

he c

ha

ng

es r

eq

ueste

d b

y t

he O

wner.

Mid

dle

scho

ol sched

ule

was m

et

and

op

ened

on t

ime.

Pro

jec

t 8

0%

co

mp

lete

. O

n s

ched

ule

.

Met

all

sched

ule

d m

ilesto

nes.

TB

C b

ut

it a

pp

ears

that

they w

ill b

eat

the

sched

ule

by

4 w

eeks

allo

win

g t

he

scho

ol to

mo

ve in d

uri

ng

Feb

ruary

vacatio

n e

ven

with c

onsid

era

ble

site c

hang

es/

exp

ansio

n o

f sco

pe o

f w

ork

mad

e d

uring

co

nstr

uc

tio

n a

nd

a d

ela

yed

sta

rt b

ecause o

f th

e

city's

IS

D.

8.

Ho

w w

ell

did

the c

ontr

acto

r keep

the O

PM

, O

wner

and

oth

ers

in

form

ed

? D

ay t

o d

ay a

nd

thro

ugho

ut

the p

roje

ct?

Very

go

od

. W

eekly

meeting

and

mo

nth

ly m

eeting

s

Very

eng

ag

ed

and

invo

lved

. O

PM

onsite

, site

sup

er

heavily

invo

lved

. E

very

issue r

eso

lved

rig

ht

aw

ay. O

PM

and

all

part

ies invo

lved

in a

ll co

mm

unic

atio

n

thro

ug

ho

ut

the p

roje

ct.

Ag

ostini d

id a

fair

ly g

oo

d jo

b v

erb

ally

keep

ing

the o

wner'

s t

eam

info

rmed

of

curr

ent

ac

tivitie

s,

up

co

min

g a

ctivitie

s, R

FIs

,

sub

mitta

ls a

nd

PR

/CO

R s

tatu

s, and

cri

tica

l p

ath

ite

ms d

uring

weekly

co

nstr

uctio

n m

eetin

gs a

nd

em

ails

. H

alfw

ay t

hro

ug

h t

he

pro

ject,

we

sto

pp

ed

receiv

ing

mo

nth

ly r

ep

ort

s w

hic

h inc

lud

ed

their

pro

gre

ss r

ep

ort

, fina

ncia

l up

date

s,

co

mp

lete

co

nstr

uctio

n

sched

ule

, q

ua

lity c

on

tro

l sta

tus, etc

. It

is m

y u

nd

ers

tand

ing

the

rep

ort

was n

ot

issued

because t

he P

M d

idn't

have t

ime t

o

assem

ble

it.

Ag

ostini's u

se o

f P

roco

re w

as h

elp

ful fo

r a

ll p

roje

ct

info

rmatio

n

dis

sem

inatio

n,

inclu

din

g R

FIs

, sub

mitta

ls,

meeting

no

tes, and

punch

lis

ts.

9.

Ho

w w

ould

yo

u r

ate

the C

M’s

ab

ility

to w

ork

with e

very

bod

y?

Tra

de S

ub

co

ntr

acto

rs?

Neig

hb

orh

ood

? S

cho

ol syste

m?

Overa

ll?

Excelle

nt

Excelle

nt.

Hig

hly

reco

mm

end

ed

. G

oo

d t

eam

synerg

y. T

hey

cam

e o

n d

uri

ng

SD

– d

id t

he

ir o

wn f

ull/c

om

ple

te e

stim

ate

in

ho

use.

Excelle

nt

to w

ork

with

.

Gre

at

job

on a

ll p

roje

ct

ac

tivitie

s. N

eig

hb

orh

oo

d issues a

nd

pub

lic f

oru

ms t

o k

eep

neig

hb

ors

and

scho

ol in

form

ed

reg

ard

ing

issues lik

e n

ois

e, d

ust,

etc

.

I th

oug

ht

that

Ag

ostini d

id a

gre

at

job

wo

rkin

g w

ith e

very

one

inclu

din

g t

he t

rad

e s

ub

co

ntr

acto

rs. C

om

mun

icatio

n b

etw

een

Ag

ostini and

the p

re-e

ng

ineere

d b

uild

ing

(g

ym

) sub

co

uld

have

been b

ett

er,

i.e

. sub

shari

ng

sched

ule

, w

ha

t co

rrective a

ctio

n

was b

ein

g d

one

. I am

no

t aw

are

of

any issues b

etw

ee

n

Ag

ostini, t

he s

ub

s, a

nd

the n

eig

hb

orh

oo

d.

Ag

ostin

i had

a g

reat

rela

tio

nship

with t

he

City o

f F

all

Riv

er

whic

h h

elp

ed

with t

he

pro

ject'

s p

erm

ittin

g issues.

10.

Wo

uld

yo

u h

ire t

his

co

mp

any

again

?

Str

ong p

oin

ts? W

eak

po

ints

? O

vera

ll satisfa

ctio

n?

Yes. S

tro

ng

in s

erv

ice,

rela

tab

ility

, kno

wle

dg

e a

nd

co

mm

unic

atio

n. W

eaker

in p

ap

erw

ork

and

sched

ulin

g.

Mo

re o

f a G

C f

irm

than a

CM

firm

.

Ab

so

lute

ly w

ould

wo

rk w

ith t

hem

ag

ain

. H

onest,

tru

stw

ort

hy,

in-h

ouse b

ids. O

wner

inte

rest

– G

eo

rge A

go

stini o

nsite

mo

nth

ly. S

teve A

go

stin

i o

nsite

at

least

weekly

. W

eakness:

As a

firm

their

PM

do

es t

he

ir s

ched

ulin

g.

P6

sched

ule

pers

on

pre

ferr

ed

.

Go

od

all-

aro

und

and

co

nscie

ntio

us.

Reco

mm

end

Bo

b G

ilchri

st

as P

M o

ver

Ric

k R

eute

r b

ut

Ric

k R

eu

ter

is g

oo

d a

lso

.

I th

oug

ht

that

Ag

ostini co

uld

have d

one a

faste

r jo

b w

ith

co

ord

inating

ME

PF

P a

nd

gym

eq

uip

ment

sub

. F

or

a f

utu

re

pro

ject

with A

go

stini, I w

ould

ask t

ha

t th

ey m

ore

pro

actively

off

er

sug

gestio

ns w

he

n issues o

r co

nflic

ts a

rise a

nd

no

tify

the

desig

n t

eam

of

tim

e/c

ost

and

oth

er

trad

e im

pacts

.

I w

as s

atisfied

with A

go

stin

i as o

ur

co

ntr

acto

r and

be o

pen

to

wo

rkin

g w

ith t

hem

ag

ain

.

Page 10: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

Co

nsig

li C

on

str

uc

tio

n

Pro

jec

t N

am

e

So

uth

bri

dg

e M

S/H

S

Ho

lbro

ok P

reK

-12 S

ch

oo

l Jo

hn

R. B

rig

gs E

lem

en

tary

Sc

ho

ol,

Ash

bu

rnh

am

Ro

ge

r L

. P

utn

am

Vo

ca

tio

na

l

Te

ch

nic

al H

igh

Sc

ho

ol

Sto

ug

hto

n H

igh

Sch

oo

l

Re

fere

nc

e N

am

e a

nd

Tit

le

Ch

ris B

lesse

n

Ke

nt

Ko

va

cs

Ka

tie

Cro

ck

ett

V

lad

imir

Lyu

bets

ky

Sco

t W

oo

din

Co

mp

an

y

Ta

pp

e A

sso

cia

tes

Fla

nsb

urg

h A

rch

ite

cts

L

am

ou

reu

x P

ag

an

o A

sso

cia

tes

Dru

mm

ey R

osa

ne A

nd

ers

on

, In

c.

Dru

mm

ey R

osa

ne &

An

de

rso

n

Da

te C

alle

d /

Te

lep

ho

ne

No

. 2/5

/2018

617-9

86-4

834

617-3

67-3

97

0

508

-75

2-2

831

2/3

/2018 6

17-9

64

-1700

2/6

/2018

1.

What w

as y

our

role

in t

he s

choo

l p

roje

ct?

P

roje

ct

Manag

er

for

Desig

n f

irm

P

rincip

al in

Charg

e f

or

Desig

n f

irm

P

roje

ct

Arc

hitect

for

Desig

n f

irm

P

roje

ct

Manag

er

for

the D

esig

n f

irm

P

roje

ct

Arc

hitect/

Sen

ior

Pro

jec

t M

anag

er

for

the

Desig

n f

irm

2.

Who

els

e f

rom

the T

ow

n w

as invo

lved

?

Chair o

f S

BC

: S

co

tt L

azazzo

Busin

ess M

anag

er:

T

err

y W

igg

ins

Scho

ol F

acili

ties M

anag

er:

M

ike C

om

eau

Tim

Go

rdo

n,

Da

n M

ori

art

y, M

att

hew

Mo

ore

,

Mik

e B

olg

er,

Sc

ott

To

wne a

re m

em

bers

of

the

PS

BC

S

BC

and

Dep

art

ment

of

Cap

ita

l A

sset

Co

nstr

uctio

n (D

CA

C)

3.

Who

was t

he P

roje

ct

Manager

and

oth

er

key m

em

bers

of

fro

m t

he C

M f

irm

?

Pro

ject

Executive, P

roje

ct

Manager

and

Sup

erinte

nd

ent.

PE

: M

ike

Walk

er

20

%

PM

: D

onna C

olle

ri t

o J

ohn

Lam

arr

e 1

00

%

Sup

er:

Jo

hn L

aP

erl

e (e

xcelle

nt,

hig

hly

reco

mm

end

ed

) 100

%

Jo

hn

Lap

erle w

as t

he s

up

eri

nte

nd

ent

and

he

was v

ery

go

od

at

manag

ing

all

asp

ects

of

the

wo

rk a

nd

anticip

ating

wha

t w

as c

om

ing

ne

xt.

Alw

ays p

lan

ned

ahead

and

had

answ

ers

to

pro

ble

ms b

efo

re w

e k

new

there

was a

pro

ble

m.

PE

: C

hri

stia

n R

iord

an

20%

PM

: T

im V

au

tour

50-7

5%

Sup

er:

Jo

hn L

aP

erl

e 1

00

%

PC

M: C

hristian

& J

ohn

ME

P:

Chri

s H

am

el (v

ery

go

od

)

Safe

ty is e

xtr

em

ely

im

po

rtan

t w

ith C

onsig

li to

ok

care

of

and

drille

d into

every

one c

om

ing

on s

ite

.

Co

nsig

li to

ok c

are

of

every

thin

g w

e n

eed

ed

and

req

uired

. G

oo

d jo

b! J

ohn

Lap

erle

as

sup

erinte

nd

ent

was d

eta

il o

rien

ted

, sched

ule

up

date

s s

po

t-o

n,

go

od

invo

lvem

ent

with

sta

keho

lders

inclu

din

g c

om

munity a

nd

ow

ner.

PE

: J

eff

Navin

10%

PM

: Jo

di S

taru

k 1

00%

(lo

t o

f re

sp

ect

for

her

too

k m

ate

rnity leave)

Sup

er:

Re

tire

d n

ow

, g

reat

and

kno

wle

dg

eab

le

10

0%

MA

CH

PS

Pro

jec

t

Fie

ld E

ng

ineer:

M

ore

than

one p

ers

on –

revo

lvin

g d

oo

r 1

00%

Safe

ty P

ers

onnel:

Did

have s

om

e o

nce a

mo

nth

PE

: M

ike W

alk

er

PM

: S

ean D

itto

Sup

er:

Ch

uck M

cW

illia

ms

PC

M: M

ichael M

urp

hy

LE

ED

: A

aro

n S

ham

pag

ne

Fie

ld E

ng

: A

nd

rew

Je

nnin

gs

Kyle

Rap

oso

is t

he

Sup

erin

tend

ent

on t

he

pro

ject.

E

xcelle

nt.

V

ery

kno

wle

dg

eab

le o

n

trad

e w

ork

, sched

ulin

g a

nd

safe

ty.

4.

Ho

w w

ell

did

the C

M p

art

icip

ate

in t

he

diffe

rent

phases o

f th

e w

ork

?

Ho

w w

ell

did

they d

o?

Co

nstr

ucta

bili

ty?

Early o

n in t

he C

M@

Ris

k m

eth

od

. C

ould

have

been m

ore

in D

D. T

hey d

id d

o p

eer

revie

w

thro

ug

h c

onsu

lta

nt

and

had

so

me e

arlie

r

invo

lvem

ent

been

po

ssib

le it

wo

uld

have b

een

bett

er.

No

Valu

e E

ng

ineeri

ng

on t

he p

roje

ct.

Co

nstr

uctio

n D

ocum

en

ts: W

en

t o

ut

for

bid

in

20

10 –

kep

t o

n b

ud

ge

t. F

iled

Sub

Pre

qualif

icatio

n w

en

t w

ell

as d

id c

loseo

ut

and

co

mm

issio

nin

g. C

M w

as r

esp

onsiv

e w

ith

Cx

ag

ents

and

co

mm

ents

. C

onsig

li d

id g

reat

in a

ll

phases o

f th

e w

ork

.

Outs

tand

ing

= e

ac

h t

eam

mem

ber

(Christian

was g

reat!

)

Pro

jec

t w

as b

id w

ell;

gre

at

co

ntr

ibu

tio

n t

o

diffe

rent

meth

od

s a

nd

execu

tio

n t

hro

ug

h v

alu

e

eng

ineeri

ng

.

Self-p

erf

orm

ed

variety

of

tasks.

Clo

seo

ut

is s

till

ong

oin

g. F

inis

hin

g u

p s

ite w

ork

.

Wo

rkin

g c

losely

with t

he C

om

mis

sio

nin

g a

ge

nt.

Very

challe

ng

ing

with D

D e

stim

ating

= p

oin

t o

f

fric

tio

n h

ow

ever

no

t 10

0%

the

ir f

au

lt. T

hey

did

n’t

hand

le it

very

well.

Va

lue E

ng

ineeri

ng

on

sched

ule

, p

roje

ct

flo

wed

well

and

reso

lved

issues w

ell.

Clo

seo

ut

punc

hlis

t to

ok a

very

lo

ng

tim

e,

challe

ng

ing

.

Go

od

eff

ort

, th

e p

reco

nstr

uctio

n t

eam

was g

oo

d

to w

ork

with.

Pro

vid

ed

usefu

l ad

vic

e a

nd

inp

ut

during

DD

.

The c

ost

estim

ato

r had

excelle

nt

trackin

g t

oo

ls

for

the

VE

ite

ms a

nd

the p

roje

ct

cam

e u

nd

er

bud

get.

CM

pro

vid

ed

pro

ductive r

evie

w o

f th

e C

Ds a

nd

develo

ped

sco

pe o

f w

ork

fo

r all

trad

es.

Pro

ved

go

od

kno

wle

dg

e o

f th

e m

ark

etp

lace w

ith

active

invo

lvem

ent

in t

he f

iled

sub

pre

qualif

ica

tio

n

pro

cess. C

loseo

ut

too

k a

little lo

ng

er

than w

e

wo

uld

lik

e b

ut

in t

he e

nd

pro

vid

ed

co

mp

rehensiv

e p

ackag

e o

f in

form

atio

n t

o t

he

City. C

oo

pera

ted

with

the C

x a

ge

nt.

Co

nsig

li w

as n

ot

onb

oard

duri

ng

DD

. V

ery

help

ful d

uri

ng

valu

e e

ng

ineeri

ng

bu

t p

roje

ct

bid

und

er

estim

ate

. V

alu

ab

le inp

ut

for

Co

nstr

uc

tio

n

Do

cum

ents

. G

oo

d d

uri

ng

File

Sub

Pre

qualif

icatio

n.

Clo

seo

ut

is s

till

in p

rocess.

Very

help

ful and

kno

wle

dg

eab

le s

o f

ar.

O

nly

20%

into

Co

nstr

uctio

n A

dm

inis

tratio

n.

5.

Were

there

any issues w

ith t

he

perf

orm

ance o

f th

eir w

ork

? C

om

plia

nce

with W

BE

/MB

E r

eq

uirem

ents

? W

ere

they

pro

active? W

as t

here

litig

atio

n?

Met

go

als

fo

r to

tal p

roje

ct

part

icip

atio

n. R

eally

go

od

. N

o litig

atio

n a

nd

were

very

pro

active

thro

ug

ho

ut.

There

were

no

majo

r is

sues a

nd

Co

nsig

li w

as p

roactive t

o s

olv

e c

oncern

s in

the

field

.

Yes, C

onsig

li w

as p

roactive

. D

eliv

ery

of

build

ing

with s

eam

less e

ven jug

glin

g 4

early s

ite

packag

es. S

cho

ol in

6 m

onth

s e

arly. N

o

litig

atio

n.

Issues: C

onte

ntio

us t

imes; lo

ts o

f p

ushin

g f

or

what

was r

ight.

They w

ere

pro

active b

ut

med

iocre

rating

.

In g

enera

l th

e q

ualit

y o

f w

ork

was g

oo

d. T

he

CM

ad

dre

ssed

and

reso

lves a

ll o

uts

tand

ing

issues b

y t

he e

nd

of

the p

roje

ct.

The C

M w

as

pro

active a

nd

im

ple

mente

d g

oo

d q

ualit

y c

ontr

ol

pro

cess in t

he f

ield

.

No

, so

far,

sm

oo

th p

rog

ress.

6.

Were

there

any issues w

ith t

he b

ud

get?

Change O

rders

? C

laim

s f

or

ad

ditio

nal

work

? D

ocum

enta

tion?

Gre

at

keep

ing

on b

ud

ge

t. P

roje

ct

was u

nd

er

bud

get

the e

ntire

way a

nd

chang

e o

rders

were

min

imal.

No

issues w

ith t

he b

ud

get.

Cha

ng

e O

rders

were

no

thin

g o

ut

of

the n

orm

.

Bud

ge

t: O

nly

issues in

the b

eg

innin

g a

t D

D

Phase. C

hang

e O

rders

were

all

reaso

nab

le.

No

sig

nific

an

t is

sues.

Lo

ts o

f c

hang

e o

rders

pass t

hro

ug

h.

No

t

vo

lun

tary

with

“C

M C

onting

ency”

7.

Did

they m

eet

the s

ched

ule

?

Yes, p

roje

ct

was d

eliv

ere

d o

n t

ime.

Yes.

Met

sched

ule

but

challe

ng

ing

. Y

es

On s

ched

ule

so

far

8.

Ho

w w

ell

did

the c

ontr

acto

r keep

the

OP

M, O

wner

and

oth

ers

info

rmed

? D

ay

to d

ay a

nd

thro

ugho

ut

the p

roje

ct?

Gre

at

job

– m

et

1 t

o 2

x p

er

week.

Co

mm

unic

atio

n w

as c

lear

and

co

ncis

e.

Daily

und

ers

tand

ing

of

the p

roje

ct

pro

gre

ss w

as e

asy

for

our

team

.

Co

nsta

ntly p

rovid

ing

up

date

s, g

reat

co

mm

unic

atio

n, very

dis

cip

lined

.

Very

go

od

with

co

mm

unic

atio

n

CM

team

had

go

od

co

mm

un

icatio

n s

kill

s a

nd

pro

ced

ure

s.

Excelle

nt

daily

and

weekly

rep

ort

ing

. E

xcelle

nt

co

mm

unic

atio

ns.

9.

Ho

w w

ould

yo

u r

ate

the C

M’s

ab

ility

to

work

with e

very

bod

y? T

rad

e

Sub

co

ntr

acto

rs?

Neig

hb

orh

ood

? S

cho

ol

syste

m? O

vera

ll?

Gre

at.

Co

nsig

li w

as e

xce

llen

t in

manag

ing

all

the p

layers

inclu

din

g t

he n

eig

hb

ors

.

Excelle

d.

Very

go

od

. T

he C

M’s

team

was v

ery

co

op

era

tive in w

ork

ing

with a

ll sta

ke

ho

lders

. E

xh

ibited

level head

ed

ap

pro

ach t

o t

he s

ub

co

ntr

ac

tor

manag

em

ent.

Excelle

nt.

10.

Wo

uld

yo

u h

ire t

his

co

mp

any a

gain

?

Str

ong p

oin

ts? W

eak p

oin

ts? O

vera

ll satisfa

ctio

n?

Yes. G

reat

team

. V

oca

lized

ho

w t

o d

o 1

49

A

pro

jects

, str

eam

linin

g a

nd

instr

uc

ted

/led

on

ho

w

it s

ho

uld

be d

one. C

onsig

li is

alw

ays a

t th

e t

op

of

our

lists

of

CM

s t

o h

ire

ag

ain

.

Str

ong

co

mm

un

icatio

n s

kill

s.

Yes w

e w

ou

ld

definite

ly w

ork

with

Co

nsig

li ag

ain

. N

o w

eak

po

ints

. W

ould

giv

e t

hem

a 9

ou

t o

f 10.

Str

ong

pro

ject

manag

em

ent

was v

ery

go

od

. Y

es

we w

ou

ld w

ork

wit

h C

onsig

li ag

ain

. 7 o

ut

of

10.

Weakness: w

ork

ing

with t

hem

on t

he initia

l

bud

gets

.

Yes. S

tro

ng

po

int:

co

op

era

tive t

eam

pla

yer

The C

loseo

ut

pro

cess c

ou

ld h

ave b

een m

ore

eff

icie

nt.

Overa

ll g

oo

d q

ualit

y t

eam

, w

ould

be h

ap

py t

o

wo

rk w

ith t

hem

ag

ain

.

Yes, very

satisfied

.

Page 11: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

Gilb

an

e B

uild

ing

Co

mp

an

y

Pro

jec

t N

am

e

Sh

erw

oo

d M

idd

le S

ch

oo

l N

ort

h R

ea

din

g M

idd

le/H

igh

Sc

ho

ol

No

rth

Re

ad

ing

Mid

dle

/Hig

h S

ch

oo

l T

ac

on

ic H

igh

Sc

ho

ol

Re

fere

nc

e N

am

e a

nd

Tit

le

Ka

tie

Cro

ck

ett

B

rad

Do

re, P

IC

Ch

uc

k C

aru

cc

i J

oh

n B

en

zin

ge

r

Co

mp

an

y

La

mo

ure

ux P

ag

an

o A

sso

cia

tes

Do

re &

Wh

itti

er

No

rth

Re

ad

ing

Sc

ho

ol B

uild

ing

Co

mm

itte

e

SK

AN

SK

A

Da

te C

alle

d /

Te

lep

ho

ne

No

. 2

/2/2

018

508

-75

2-2

831

2/1

/2018

978

-499

-299

9

2/1

/2018

2

/1/2

018

1.

What w

as y

our

role

in t

he s

choo

l p

roje

ct?

P

roje

ct

Arc

hitect

of

Desig

n F

irm

P

rincip

al-

in-C

harg

e o

f D

esig

n F

irm

S

cho

ol B

uild

ing

Co

mm

itte

e C

ha

ir

OP

M S

en

ior

Pro

gra

m M

anag

er

2.

Who

els

e f

rom

the T

ow

n w

as invo

lved

?

SB

C (m

and

ate

s b

y M

SB

A) o

f 10

-12

SB

M: D

an M

arg

oto

50

8-8

42-2

46

8

TF

M:

Bo

b C

ox

Sup

er:

Jo

e S

aw

yer

Pri

ncip

al: J

ane

Bld

g C

te C

hr:

He

nry

Fitzg

era

ld

20+

mem

bers

of

SB

C

Chuck C

aru

cci

Jo

n B

ern

ard

– S

cho

ol S

up

erin

tend

en

t

20 m

em

bers

on S

BC

To

wn A

dm

inis

trato

r

DP

W n

ot

invo

lved

Jo

hn

Bo

sb

erg

, P

rinc

ipal

Co

lleen

Hu

nte

r; C

ath

leen

Muso

3.

Who

was t

he P

roje

ct

Manager

and

oth

er

key m

em

bers

of

fro

m t

he C

M f

irm

?

Pro

ject

Executive, P

roje

ct

Manager

and

Sup

erinte

nd

ent.

PE

: Jim

Dri

sco

ll 2

0%

PM

: W

alt K

incaid

100%

Sup

er:

Sw

itc

hed

off

fo

r each p

hase /

co

nsis

ten

t /

mad

e

sense h

ow

th

is w

as d

one

MA

CH

PS

pro

ject

FE

: D

anie

l C

raw

ford

, sup

ple

mente

d b

y D

an

iel Jud

ge

Safe

ty: V

ery

big

on

safe

ty, h

igh

mark

s

PE

: Jo

an

na K

rip

p

PM

: Jo

an

na K

rip

p 1

00%

& J

im D

risco

ll 1

0%

Sup

er:

M

any; M

att

Rap

osa, M

att

Skill

en,

Jeff

Ro

sencra

ntz

10

0%

PC

M:

Jo

e M

cC

oy (E

stim

ato

r),

Jo

an

na K

rip

p, Jim

Drisco

ll

LE

ED

: S

hare

d r

esp

onsib

ility

ME

P:

Oliv

er

Co

wie

100%

FE

: M

any p

eo

ple

100%

Safe

ty: R

ota

ted

thro

ug

ho

ut

job

It w

as a

larg

e p

roje

ct

with s

evera

l sup

eri

nte

nd

ents

. M

att

Rap

oza, M

att

Skill

en,

Jeff

Ro

senkra

nz. A

ll w

ere

str

ong

lead

ers

with s

ignific

ant

co

nstr

uctio

n e

xp

erience a

nd

ab

ility

manag

e s

ub

co

ntr

acto

rs a

nd

main

tain

sched

ule

.

PE

: P

MA

, B

rain

tree

Sup

er:

4 s

up

eri

nte

nd

en

ts, ro

tate

d J

oa

nna K

rip

p

PC

M:

D&

W N

ew

bury

po

rt

LE

ED

: B

rad

Do

re

ME

P:

Vand

erw

eil

Safe

ty: G

ilbane (

2-3

ind

ivid

uals

)

Sup

eri

nte

nd

ents

knew

wha

t th

ey w

ere

do

ing

(kno

wle

dg

eab

le)

altho

ug

h t

here

was c

onsta

nt

turn

over

with

sta

ff.

PE

: A

nd

rew

Pro

ch

nia

k 5

%

PM

: D

ave D

eF

ore

st

10

0%

(excelle

nt)

Sup

er:

Ste

ve D

evo

ra 1

00

%

PC

M:

And

rew

and

Dave 1

00%

LE

ED

: O

nsite: Z

ac

k K

ushner

ME

P:

Art

Duff

y 1

00

%

Fie

ld E

ng

: C

oup

le o

f syste

ms s

up

ers

Safe

ty: F

T A

nd

rew

Leac

h 1

00

%

Sup

eri

nte

nd

ent

was g

reat

and

very

east

to w

ork

with

.

4.

Ho

w w

ell

did

the C

M p

art

icip

ate

in t

he

diffe

rent

phases o

f th

e w

ork

?

Ho

w w

ell

did

they d

o?

Co

nstr

ucta

bili

ty?

All

phases t

hey p

erf

orm

ed

very

well.

To

p s

helf c

om

pany.

Were

very

pro

fessio

nal.

DD

: P

rett

y g

oo

d jo

b w

ith e

stim

ating

VE

: V

ery

invo

lved

in t

his

pro

cess

CD

: V

ery

invo

lved

; g

oo

d jo

b

FS

P: G

oo

d jo

b

Clo

se: P

roje

ct

clo

seo

ut

and

did

go

od

jo

b

Co

mm

issio

nin

g:

No

t in

vo

lved

DD

: N

o p

art

icip

atio

n

VE

: D

id n

ot

wo

rk o

ut

we

ll – c

ost

ad

ditio

nal $

15M

CD

: 5 y

ear

job

exp

ecte

d t

o o

rig

inally

last

3 y

ears

File

d S

ub

Pre

qual: F

ine

Clo

seo

ut:

No

t w

ell;

Pro

jec

t clo

sed

out

but

no

t w

ith M

SB

A f

or

ano

ther

3 y

ears

(2 y

ears

over)

based

on G

ilbane

perf

orm

ance.

Co

mm

issio

nin

g:

Terr

ible

Hired

aft

er

DD

. N

ot

a h

ug

e V

E e

ffo

rt; g

oo

d jo

b.

CD

s d

id V

E a

nd

estim

ating

, sched

ule

= g

oo

d jo

b

File

d S

ub

Pre

qual: P

art

icip

ate

d o

n C

te

Clo

seo

ut:

6 m

os a

way f

rom

co

mp

letio

n

Cx: M

SB

A h

ired

th

ird

part

y;

they a

re invo

lved

and

are

do

ing

fanta

stic.

5.

Were

there

any issues w

ith t

he

perf

orm

ance o

f th

eir w

ork

? C

om

plia

nce

with W

BE

/MB

E r

eq

uirem

ents

? W

ere

they

pro

active? W

as t

here

litig

atio

n?

GB

C g

ot

a w

aiv

er

bu

t d

id a

ttem

pt

the W

BE

/MB

E

req

uirem

ents

. N

o litig

atio

n.

They w

ere

pro

ac

tive.

Issue: S

co

pe: $3

4M

co

nstr

uctio

n =

very

min

or

issues w

ith

exte

rio

r o

f b

uild

ing

– e

xte

rio

r d

eck w

ith

envelo

pe t

ie-i

ns –

all

were

reso

lved

satisfa

cto

rily

. O

ther

Pro

ble

m: W

ate

r lin

e

op

ened

up

aft

er

sch

oo

l w

as c

om

ple

ted

and

mis

sed

one s

ink

aft

er

clo

sin

g t

hem

and

flo

od

ed

entire

scho

ol. Insu

rance p

aid

for

the

rep

airs.

Wo

rk q

ualit

y w

as v

ery

go

od

No

co

mp

liance issues

I fo

und

them

to

be p

roac

tive

No

litig

atio

n

Litig

atio

n w

as n

ot

with G

ilbane

. M

BE

/WB

E:

Yes

Due t

o c

onsta

nt

cha

ng

e in lab

or

with G

ilbane t

his

caused

majo

r d

ela

ys a

nd

sub

sta

nd

ard

wo

rk. T

hey w

ere

pro

active if

they w

ere

sta

yed

on t

op

of.

WB

E/M

BE

go

als

were

exceed

and

do

ub

led

at

19

, g

oal w

as

11.

Litig

atio

n n

ot

with

Gilb

ane.

Gilb

ane w

as p

roactive.

Ong

oin

g lo

g d

efic

iencie

s b

ut

are

ad

dre

ssed

. N

oth

ing

ou

t o

f

the o

rdin

ary

.

6.

Were

there

any issues w

ith t

he b

ud

get?

Change O

rders

? C

laim

s f

or

ad

ditio

nal

work

? D

ocum

enta

tion?

Pro

jec

t cam

e in u

nd

er

bud

get.

Wo

rked

thro

ug

h c

han

ge

ord

ers

as a

gro

up

. N

o c

laim

s f

or

ad

ditio

na

l serv

ices.

No

rmal – s

om

e c

laim

s t

hat

were

reso

lved

in

a s

ett

lem

ent

with

Ow

ner

Yes, b

ud

get

ran o

ver.

Yes, sub

sta

ntial c

hang

e o

rders

; yes t

o

cla

ims f

or

ad

ditio

nal serv

ices.

So

me c

hang

e o

rders

; M

inim

al ad

ditio

na

l serv

ices. N

o

bud

geta

ry issues

7.

Did

they m

eet

the s

ch

ed

ule

?

Ahead

of

sched

ule

= o

pe

ned

in

Feb

ruary

as o

pp

osed

to

fall

as p

lanned

.

Technic

ally

yes h

ow

ever

they w

ere

be

hin

d s

ched

ule

on f

inal

site w

ork

and

clo

seo

ut

Caused

majo

r d

ela

ys in p

roje

ct.

Y

es, o

n s

ched

ule

8.

Ho

w w

ell

did

the c

ontr

acto

r keep

the

OP

M, O

wner

and

oth

ers

info

rmed

? D

ay

to d

ay a

nd

thro

ugho

ut

the p

roje

ct?

Gre

at

co

mm

unic

atio

n t

hro

ug

ho

ut

E

xcelle

nt

co

mm

un

icatio

ns

C

om

munic

atio

n w

as o

k.

Do

ing

gre

at

job

9.

Ho

w w

ould

yo

u r

ate

the C

M’s

ab

ility

to

work

with e

very

bod

y? T

rad

e

Sub

co

ntr

acto

rs?

Neig

hb

orh

ood

? S

cho

ol

syste

m? O

vera

ll?

Very

go

od

; att

uned

to

all

issues

V

ery

go

od

wo

rkin

g r

ela

tio

nship

betw

een p

roje

ct

team

Ow

ner

was a

t tim

es c

halle

ng

ing

Rate

them

as g

oo

d.

Fanta

stic s

o f

ar

Quic

kly

reso

lved

issues w

ith

neig

hb

orh

oo

d

10.

Wo

uld

yo

u h

ire t

his

co

mp

any a

gain

?

Str

ong p

oin

ts? W

eak p

oin

ts? O

vera

ll

satisfa

ctio

n?

Yes. 8 o

ut

of

10

Str

eng

th: N

atio

nally

based

co

mp

any w

ith g

rea

t re

so

urc

es t

o

pull

fro

m t

o a

dd

ress issues. G

oo

d t

ec

hno

log

y k

no

wle

dg

e.

Weak P

oin

ts:

Natio

nal co

mp

any s

om

etim

es y

ou d

idn’t

get

the lo

cal fe

el

Yes, sup

po

rted

jo

b. W

ith r

esp

ect

to m

anp

ow

er

– s

tro

ng

manag

em

ent

and

fie

ld t

eam

s. D

id a

go

od

jo

b m

anag

ing

sub

co

ntr

acto

rs.

No

, w

ould

no

t hir

e.

Str

eng

ths: knew

what

they w

an

ted

to

do

Weakness: co

nsta

ntly c

hang

ing

sta

ff

Overa

ll satisfa

ctio

n w

as 5

of

10

Str

eng

th:

team

is v

ery

go

od

, g

oo

d c

om

mun

icato

rs.

Weak: M

issed

so

me t

hin

gs in

buyo

ut;

sw

itc

hed

sup

ers

fro

m

pro

po

sal b

ut

pers

on

was g

reat.

Wo

uld

wo

rk w

ith

Gilb

ane

ag

ain

. 9

out

of

10

Page 12: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

Gilb

an

e B

uild

ing

Co

mp

an

y

Pro

jec

t N

am

e

Ta

co

nic

Hig

h S

ch

oo

l W

inth

rop

Mid

dle

/ H

igh

Sc

ho

ol

De

arb

orn

ST

EM

Ac

ad

em

y

Ea

st

So

me

rville

Co

mm

un

ity S

ch

oo

l

Re

fere

nc

e N

am

e a

nd

Tit

le

Vla

dim

ir L

yu

be

tsk

y

Da

vid

Gir

ard

J

on

ath

an

Le

vi

Ch

ad

Cri

tte

nd

en

Co

mp

an

y

Dru

mm

ey R

osa

ne

An

de

rso

n

Sc

ho

ol B

uild

ing

Co

mm

itte

e

Jo

na

tha

n L

evi A

rch

ite

cts

P

MA

Da

te C

alle

d /

Te

lep

ho

ne

No

. 2

/3/2

018

61

7-9

64

-17

00

2/1

/2018

617

-692

-0618

2

/2/2

018

617

-437

-9458

2

/2/2

018

508

-494

-708

8

1.

What w

as y

our

role

in t

he s

choo

l p

roje

ct?

P

roje

ct

Manag

er

for

DR

A A

rch

itects

C

hairm

an o

f th

e D

esig

n a

nd

Co

nstr

uctio

n C

om

mitte

e

Ow

ner

of

Desig

n f

irm

O

PM

2.

Who

els

e f

rom

the T

ow

n w

as invo

lved

?

SB

C w

as invo

lved

in

pro

ject

21 p

ers

on

SB

C

Scho

ol M

gr:

Jim

McK

enna

TF

M: R

ich

Cifo

ni, n

ot

very

invo

lved

DP

W:

no

t in

vo

lved

So

S: Jo

hn

Macero

(curr

en

tly in

Sto

ne

ham

)

A

ng

ela

Alle

n,

Purc

hasin

g D

irecto

r

(PM

A w

as b

roug

ht

onto

the p

roje

ct

as O

PM

aft

er

the

CM

was

alread

y o

nb

oard

. W

illia

m K

earn

ey w

as t

he

orig

inal P

roje

ct

Executive o

n t

he p

roje

ct

who

was r

em

oved

fo

r J.

Drisco

ll to

lead

the p

roje

ct)

3.

Who

was t

he P

roje

ct

Manager

and

oth

er

key m

em

bers

of

fro

m t

he C

M f

irm

? P

roje

ct

Executive, P

roje

ct

Manager

and

Sup

erinte

nd

ent.

PE

: A

nd

rew

Pro

ch

nia

k

PM

: D

avid

DeF

ore

st

Sup

er:

Ste

ven V

erd

ura

PC

M:

And

rew

Pro

chn

iak

LE

ED

: S

achary

Kush

ner

ME

P:

Art

Duff

y

Fie

ld E

ng

: M

ike F

orw

oo

d

PE

: Jo

an

na K

rip

p 1

0%

PM

: W

alter

Kin

caid

100%

Sup

er:

Mark

and

so

meo

ne e

lse

LE

ED

: C

hip

Mc

Elro

y 1

00%

Fie

ld E

ng

: M

att

Em

alu

els

on 1

00%

Did

no

t a

tte

nd

weekly

meeting

s s

o d

idn’t

meet

the

sup

erinte

nd

ent.

Ca

n s

peak w

ith

Dic

k L

aw

ton 6

17

-470-1

718

for

ad

ditio

nal d

eta

il.

PE

: K

evin

Co

ok (g

oo

d c

om

mun

icato

r) a

vaila

ble

whe

n n

ee

ded

1x/m

o o

r as n

eed

ed

PM

: M

ichael M

arc

ella

(excelle

nt

– t

op

tie

r)

Sup

er:

Sam

Mehan

ken (o

ld s

cho

ol, h

ard

dri

ver)

LE

ED

: Lin

da C

alla

han

, P

roj. E

ng

. (F

ab

ulo

us –

hig

h m

ark

s)

10

0%

ME

P:

Dere

k O

ldem

an (F

ab

ulo

us jo

b –

hig

h m

ark

s) 1

00%

Fie

ld E

ng

: Lin

da C

alla

han

Safe

ty: R

eg

ula

r C

heck-i

ns

PE

: Jim

Dri

sco

ll 2

0%

PM

: M

ike M

arc

ella

100

%

Sup

er:

S

am

Neham

kim

10

0%

LE

ED

: W

ill G

reg

g

ME

P:

Will

Gre

gg

FE

: K

err

y T

aylo

r 1

00

%

Sam

N. w

as e

xcep

tio

nal. G

rea

t re

latio

nship

s w

ith t

rad

es a

nd

Ow

ner.

4.

Ho

w w

ell

did

the C

M p

art

icip

ate

in t

he

diffe

rent

phases o

f th

e w

ork

?

Ho

w w

ell

did

they d

o?

Co

nstr

ucta

bili

ty?

Actively

invo

lved

in p

rovid

ing

inp

ut

in m

ate

rials

and

syste

ms

sele

ctio

n in D

D.

Go

od

und

ers

tand

ing

of

the c

ost

co

ntr

ol,

gre

at

inp

ut

fro

m t

he C

hie

f C

ost

Estim

ato

r d

uri

ng

valu

e

eng

ineeri

ng

. P

rovid

ed

revie

w a

nd

co

mm

ents

on c

onstr

uc

tio

n

do

cum

ents

; U

nd

ers

too

d t

he p

rocess w

ell

for

file

d s

ub

pre

qualif

icatio

n. C

loseo

ut

is T

BD

as t

he p

roje

ct

is u

nd

er

co

nstr

uc

tio

n. C

om

mis

sio

nin

g:

Co

op

era

tin

g w

ith

the C

x

thro

ug

ho

ut

the p

roje

ct,

no

issues t

o d

ate

.

DD

: E

xcelle

nt,

pre

co

nstr

uc

tio

n f

an

tastic

VE

: F

anta

stic

CD

: V

ery

go

od

File

d S

ub

Pre

qual: G

reat

job

; g

oo

d c

overa

ge;

no

n-u

nio

n d

id

gre

at;

few

chang

e o

rders

.

Clo

seo

ut:

fan

tastic;

sta

yed

on s

ite 6

mo

s-1

yr

clo

sin

g p

roje

ct

out;

Co

mm

issio

nin

g: very

go

od

DD

: G

oo

d;

little

mo

re invo

lvem

ent

on

their s

ide

VE

: g

oo

d

CD

: p

rett

y g

oo

d;

in d

ep

th,

inte

rdis

cip

linary

co

ord

inatio

n;

go

od

revie

w a

t 6

0%

, 9

0%

; g

reat

IDC

syste

m

File

Sub

Pre

qual: G

oo

d

Clo

seo

ut:

2 w

eeks a

way f

rom

clo

seo

ut

Excelle

nt

thro

ug

ho

ut

Co

nstr

uctio

n P

hase

5.

Were

there

any issues w

ith t

he

perf

orm

ance o

f th

eir w

ork

? C

om

plia

nce

with W

BE

/MB

E r

eq

uirem

ents

? W

ere

they

pro

active? W

as t

here

litig

atio

n?

Go

od

qualit

y o

f w

ork

overa

ll. C

M is p

roactive in

ad

dre

ssin

g

issues b

roug

ht

by t

he D

esig

n T

eam

. T

he p

roje

ct

is

ap

pro

xim

ate

ly 6

0%

co

mp

lete

.

Issues: M

ars

hall,

co

ncre

te s

ub

, had

issues w

ith s

tairs 2

-3

tim

es –

pro

cess w

asn’t

tho

ug

ht

thro

ug

h.

Very

pro

active; g

ave m

ultip

le o

ptio

ns t

o f

ix

pro

ble

ms/s

olu

tio

ns

WB

E/M

BE

Co

mp

liance:

Yes

Pro

active: Y

es

Litig

atio

n: N

o

Issues: re

lating

to

tra

des u

nd

er

perf

orm

ing

; G

ilbane h

ad

to

make c

orr

ectio

ns (i.e. ro

ofing

); v

ery

pro

active w

ith h

and

ling

issues

Very

str

ong

with

de-s

co

pin

g e

arly o

n.

Gre

at

follo

w-u

p.

Perf

orm

ance issues: N

o

Co

mp

liant

WB

E/M

BE

Pro

active: Y

es

Litig

atio

n: N

ot

that

he’s

aw

are

of

6.

Were

there

any issues w

ith t

he b

ud

get?

Change O

rders

? C

laim

s f

or

ad

ditio

nal

work

? D

ocum

enta

tion?

Go

od

und

ers

tand

ing

of

the

co

st

co

ntr

ol m

easure

s. N

o

un

necessary

or

un

usual ad

ditio

nal serv

ices r

eq

uests

as o

f

no

w.

No

bud

get

issues –

und

er

bud

get

Reaso

nab

le a

mo

unt

of

cha

ng

e o

rders

Reaso

nab

le a

dd

itio

nal serv

ices.

No

issues w

ith b

ud

get.

Ratio

na

l le

vel o

f C

ha

ng

e O

rders

(2

-3%

)

No

issues w

ith b

ud

get.

Cha

ng

e O

rders

sub

mitte

d t

imely

and

well

vett

ed

. N

o c

laim

s f

or

ad

ditio

nal serv

ices.

7.

Did

they m

eet

the s

ched

ule

?

Wo

rk in p

rog

ress, o

n s

ched

ule

based

on t

he m

ost

recen

t

sched

ule

up

date

.

Yes, ab

so

lute

ly.

Did

no

t m

eet

the s

ched

ule

. C

oup

le m

onth

s o

ut

fro

m

sub

sta

ntia

l d

eliv

ery

date

but

no

t all

fault o

f G

ilbane.

So

me u

nd

erp

erf

orm

ing

sub

co

ntr

acto

rs.

Yes, sched

ule

was m

et

rig

ht

on

sched

ule

. U

nd

er

bud

get

with

co

nting

encie

s

8.

Ho

w w

ell

did

the c

ontr

acto

r keep

the

OP

M, O

wner

and

oth

ers

info

rmed

? D

ay

to d

ay a

nd

thro

ugho

ut

the p

roje

ct?

Very

go

od

co

mm

unic

atio

n s

kill

s b

y t

he

Pro

ject

Ma

nag

em

ent

Team

. N

o issues.

Excelle

nt,

gre

at

team

. V

ery

go

od

co

mm

unic

atio

n. L

ots

of

sched

ulin

g

Very

active

Reg

ula

r m

eeting

s

Well

info

rmed

; excelle

nt

co

mm

un

icatio

n

9.

Ho

w w

ould

yo

u r

ate

the C

M’s

ab

ility

to

work

with e

very

bod

y? T

rad

e

Sub

co

ntr

acto

rs?

Neig

hb

orh

ood

? S

cho

ol

syste

m? O

vera

ll?

Very

co

op

era

tive in w

ork

ing

with e

very

one.

Gre

at

exp

eri

ence

overa

ll.

10 o

ut

of

10 o

n a

ll; g

ave in

-cla

ssro

om

pre

senta

tio

ns; very

att

en

tive;

hand

led

ab

utt

ers

questio

ns; very

co

mm

itte

d

Very

go

od

with

arc

hitects

. G

oo

d w

ith t

rad

e c

ontr

acto

rs.

Maste

rful w

ith t

he n

eig

hb

orh

oo

d a

nd

scho

ol syste

m.

Gre

at

rela

tio

nship

with t

rad

es a

nd

scho

ol syste

m. Little

inte

rac

tio

n w

ith n

eig

hb

orh

oo

d b

ut

hand

led

situa

tio

ns w

ell

when t

hey d

id a

rise.

10.

Wo

uld

yo

u h

ire t

his

co

mp

any a

gain

?

Str

ong p

oin

ts? W

eak p

oin

ts? O

vera

ll

satisfa

ctio

n?

Yes, g

oo

d p

rofe

ssio

na

l te

am

to

wo

rk w

ith

. Y

es, 1

0 o

ut

of

10; a

nd

did

hire f

or

an a

thle

tic c

te.

Str

eng

th:

pla

nn

ing

and

org

aniz

atio

n;

und

ers

too

d o

bsta

cle

s a

nd

sched

ule

Weakness: no

ne

wo

rthy o

f m

en

tio

nin

g

Wo

rk A

ga

in:

Yes

Overa

ll S

co

re:

8 o

f 10

Str

ong

: P

roje

ct

Ma

nag

em

ent

level and

lead

eng

ineer;

manag

em

ent

of

cha

ng

e o

rders

Weak: sub

co

ntr

acto

r re

latio

nsh

ips p

ossib

ly

Yes, w

ould

hire a

ga

in.

Rate

10 o

f 1

0.

Str

ong

: p

roactive, c

lient

orien

ted

firm

.

Weak: tim

ing

of

chang

es, a

llow

ances –

early o

n (g

row

ing

pain

s)

Page 13: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

Fo

nta

ine

Bro

s.,

In

c.

Pro

jec

t N

am

e

Mo

no

mo

y R

eg

ion

al H

igh

Sch

oo

l N

els

on

Pla

ce

Ele

me

nta

ry I

E

ast

Bri

dg

ew

ate

r Jr/

Sr

Hig

h S

ch

oo

l O

ld C

hic

op

ee

Hig

h S

ch

oo

l R

en

ovati

on

Re

fere

nc

e N

am

e a

nd

Tit

le

Bill P

ete

rs

Ro

be

rt P

ara

, Jr.

D

are

n S

aw

ye

r B

ert

Ga

rdn

er

Co

mp

an

y

Mo

un

t V

ern

on

Gro

up

L

am

ou

reu

x P

ag

an

o A

sso

cia

tes

Ai3

C

ao

lo &

Bie

nie

k A

sso

cia

tes,

Inc

.

Da

te C

alle

d /

Te

lep

ho

ne

No

. 2/1

/2018 7

81-2

13-5

030

2/1

/18 5

08

-75

2-2

831

2/1

/2018 5

08-3

58

-0790

2/4

/2018 4

13-5

94

-28

00

1.

What w

as y

our

role

in t

he s

choo

l p

roje

ct?

Pro

jec

t M

anag

er

of

Desig

n f

irm

P

roje

ct

Arc

hitect

and

Pri

nc

ipal o

f D

esig

n F

irm

P

rincip

al-

In-C

harg

e o

f D

esig

n F

irm

P

roje

ct

Arc

hitect

for

the D

esig

n f

irm

2.

Who

els

e f

rom

the T

ow

n w

as

invo

lved

?

R

uss A

dam

s o

f W

orc

este

r’s D

PW

overs

ees a

ll o

f th

e b

uild

ing

pro

jects

508-9

29

-13

00

Tis

hm

an w

as O

PM

– E

ric B

ackstr

and

t 61

7-5

94

-00

81

Mo

nic

a

Po

itriss 5

08-7

99

-3506

All

of

the a

bo

ve w

ere

invo

lved

fro

m S

BC

, S

cho

ol B

usin

ess

Manag

er,

Fire D

ep

t, H

eath

Dep

art

ment,

Sc

ho

ol P

rincip

al, D

PW

,

Facili

ties M

anag

er

Will

iam

Zaskey w

as t

he B

uild

ing

Co

mm

itte

e C

hair,

and

Mayo

r

Ric

hard

Ko

s w

as t

he e

xec

utive o

ffic

er

for

the C

ity.

Carl D

ietz

was t

he lo

cal b

uild

ing

co

mm

issio

ner,

and

Mari

e L

aF

lam

me is

the C

ity T

reasure

r.

3.

Who

was t

he P

roje

ct

Manager

and

o

ther

key m

em

bers

of fr

om

the C

M

firm

? P

roje

ct

Executive, P

roje

ct

Manager

and

Sup

erinte

nd

ent.

PE

: D

ave F

on

tain

e, w

as P

roje

ct

Execu

tive

PM

: Jim

Mauer

Sup

er:

Gle

nn C

alla

han

Sup

eri

nte

nd

ent

on

the p

roje

ct

was G

lenn

Calla

han

and

he w

as

sin

ce r

etire

d. T

hey a

re w

ond

erf

ul to

wo

rk w

ith

. T

hey a

re a

very

go

od

firm

to

wo

rk w

ith a

nd

no

matt

er

who

yo

u g

et

for

Sup

eri

nte

nd

ent,

they w

ill d

o w

ell

with y

our

pro

ject

with D

ave

Fo

nta

ine S

r. a

nd

Jr.

very

invo

lved

with e

very

pro

ject.

PE

: D

ave F

on

tain

e J

r.

PM

: Jam

ie B

lum

e

Sup

er:

B

ill F

aneuf

PE

: D

ave F

on

tain

e S

r.

PM

: Jam

ie B

lum

e

Sup

er:

Mac

k W

hite

PE

: C

hri

s F

on

tain

e (sin

ce r

etire

d, I b

elie

ve)

PM

: R

ichard

Raim

ond

i;

Sup

er:

Mik

e C

avana

ug

h

I d

o n

ot

recall

the

nam

e o

f th

eir s

afe

ty o

ffic

er,

tho

ug

h h

e w

as

in-h

ouse. T

he r

em

ain

ing

po

sitio

ns w

ere

no

t ap

plic

ab

le a

s a

GC

.

Mik

e C

avanaug

h w

as t

he

pro

ject

sup

eri

nte

nd

ent.

He w

as a

ble

to m

anag

e s

ub

s a

nd

co

mp

lete

the

pro

ject

mo

re o

r le

ss o

n

tim

e, ho

wever

I d

on’t

belie

ve h

e c

om

ple

tely

und

ers

too

d h

is r

ole

as t

he jo

b s

up

er

(did

n’t

und

ers

tand

why h

e w

ould

need

to

be

on s

ite

whe

never

sub

s w

ere

wo

rkin

g).

4.

Ho

w w

ell

did

the C

M p

art

icip

ate

in

the d

iffe

rent

phases o

f th

e w

ork

?

Ho

w w

ell

did

they d

o?

Co

nstr

ucta

bili

ty?

Fo

nta

ine B

ros.

cam

e o

nto

the

pro

ject

aft

er

CD

s a

nd

were

very

go

od

. V

ery

kno

wle

dg

eab

le. G

et

alo

ng

with s

ub

s a

nd

reso

lve

any issues a

nd

co

nflic

ts q

uic

kly

. A

weso

me g

uys t

o w

ork

with.

DB

B P

roje

ct

This

was a

pro

ject

tha

t w

as 3

-phases o

n a

tig

ht

occup

ied

site

.

Pre

co

nstr

uctio

n s

erv

ices w

ere

im

po

rtan

t to

have s

ep

ara

tio

n o

f

access. F

onta

ine jo

ined

in D

D a

nd

were

very

key t

o g

ett

ing

th

is

pro

ject

valu

e e

ng

ineere

d w

ith a

diffic

ult s

ite

. T

here

was a

larg

e

am

ount

of

gri

nd

ing

of

led

ge a

nd

they h

and

led

every

thin

g

sm

oo

thly

with

manag

ing

the s

ub

co

ntr

acto

rs a

nd

esp

ecia

lly

so

me s

ub

s w

ho

co

uld

be d

ifficult a

t tim

es.

Excelle

nt,

pro

active p

rob

lem

so

lvin

g t

eam

. E

asy t

o w

ork

with

and

make t

hin

gs h

ap

pen

Pro

jec

t w

as D

BB

but

they w

ere

a h

eavily

invo

lved

GC

and

were

gre

at

to w

ork

with

.

This

was a

DB

B P

roje

ct

5.

Were

there

any issues w

ith t

he

perf

orm

ance o

f th

eir w

ork

?

Co

mp

liance w

ith W

BE

/MB

E

req

uirem

ents

? W

ere

they p

roactive?

Was t

here

litig

atio

n?

There

were

no

issues o

r p

rob

lem

s w

ith t

heir

perf

orm

ance a

t all

on t

he p

roje

ct.

There

was a

mecha

nic

al un

it issue t

hat

aro

se

with t

he m

echan

ica

l/co

ntr

ols

co

ntr

acto

r b

ut

it w

as r

eso

lved

by

Fo

nta

ine.

No

issues w

ith F

on

tain

e’s

perf

orm

ance o

f w

ork

. T

hey w

ere

co

mp

liant

with W

BE

/MB

E. V

ery

pro

ac

tive. T

here

was n

o

litig

atio

n t

ho

ug

h t

hey d

id h

ave s

om

e c

halle

ng

es w

ith W

est

Flo

ori

ng

but

alw

ays r

eso

lved

.

There

were

no

issues w

ith t

he

ir p

erf

orm

ance o

n t

he p

roje

ct.

Dave F

onta

ine J

r. a

nd

Sr.

were

very

much

invo

lved

in

the

pro

ject.

They w

ere

very

pro

active. W

ere

WB

E/M

BE

co

mp

liant

and

had

no

litig

atio

n.

In g

enera

l, n

o c

om

pla

ints

ab

out

the p

erf

orm

ance, th

oug

ht

they

did

tend

to

push m

anag

em

ent

issues w

ith s

ub

s in

to o

ur

co

urt

.

No

WB

E/

MB

E issues. I d

id n

ot

feel th

eir t

eam

was p

art

icu

larly

pro

-active o

n t

his

pro

ject

(no

t in

dic

ative o

f m

ost

pro

jects

we

’ve

co

mp

lete

d w

ith t

hem

). T

here

is a

curr

ent

litig

atio

n c

ase

betw

een F

onta

ine a

nd

a f

iled

sub

co

ntr

acto

r.

6.

Were

there

any issues w

ith t

he

bud

get?

C

hange O

rders

?

Cla

ims

for

ad

ditio

nal w

ork

? D

ocum

enta

tio

n?

The p

roje

ct

was o

n b

ud

get

and

on t

ime

. It

is a

co

nstr

uctio

n

pro

ject

with a

14

mo

nth

sched

ule

wh

ich w

as v

ery

tig

htly

sched

ule

and

all

mile

sto

nes w

ere

met,

pro

ject

was o

n b

ud

get

and

the

chan

ge o

rders

were

reaso

nab

le. W

he

n a

questio

n

cam

e a

bo

ut

of

pricin

g o

n d

ocum

en

ted

ite

ms, it w

as a

lways

dis

cussed

and

reso

lved

as n

eed

ed

.

The p

roje

ct

cam

e in o

n b

ud

get

and

end

ed

up

giv

ing

mo

ney

back t

o t

he C

ity. T

here

was a

Ne

tZero

att

em

pt

for

LE

ED

but

wasn’t

successfu

l. T

hey w

ere

gre

at

on

bud

get

an

d w

ith

wo

rkin

g t

hro

ug

h d

ocum

enta

tio

n a

nd

cha

ng

e o

rders

. N

o

ad

ditio

na

l serv

ices.

No

rmal b

ud

get

matt

ers

tha

t arise o

n p

roje

cts

. N

o e

xcessiv

e

bill

ing

with c

hang

e o

rders

. If

there

was q

uestio

ns o

n p

ricin

g

they w

ere

alw

ays d

iscussed

and

revis

ed

as n

eed

ed

.

No

issues w

ith b

ud

get.

Cha

ng

e O

rders

were

ag

gre

ssiv

e, b

ut

ultim

ate

ly n

eg

otia

ted

to

accep

tab

le a

dju

stm

en

ts.

Do

cum

enta

tio

n w

as c

om

ple

te a

nd

tim

ely

.

7.

Did

they m

eet

the s

ched

ule

?

Yes

Yes

Yes

The d

istr

ict

was a

ble

to

occup

y t

he s

cho

ol o

n s

ched

ule

,

ho

wever

pu

nch lis

t sco

pe c

arr

ied

in

to t

he s

cho

ol year.

8.

Ho

w w

ell

did

the c

ontr

acto

r keep

the

OP

M, O

wner

and

oth

ers

info

rmed

?

Day t

o d

ay a

nd

thro

ugho

ut

the

pro

ject?

Very

well.

Da

ily c

om

munic

atio

n t

hro

ug

h e

mails

and

meeting

s

alw

ays k

ep

t every

one in t

he lo

op

on e

very

deta

il o

n t

he

pro

ject.

Did

well

with w

eekly

meetin

gs invo

lvin

g t

he O

PM

. D

id w

ell

reso

lvin

g b

ud

ge

tary

issues/q

uestio

ns a

nd

wo

rkin

g w

ith

neig

hb

ors

to

keep

them

info

rmed

of

po

ten

tia

lly d

isru

ptive w

ork

i.e. b

lasting

and

gri

nd

ing

on s

ite a

nd

was a

lways m

ind

ful o

f th

e

neig

hb

ors

and

keep

ing

them

up

date

d w

ith m

eeting

s a

nd

wo

rked

on

dust

co

ntr

ol in

ord

er

to k

eep

a g

oo

d r

ela

tio

nsh

ip

with a

bu

tters

Met

with

the O

PM

Rep

once

a w

eek a

nd

on

all

co

rresp

ond

ence

co

pie

s w

ere

mad

e t

o t

he O

PM

and

all

pert

inen

t p

eo

ple

were

kep

t in

the lo

op

thro

ug

ho

ut

the p

roje

ct.

Rela

tio

ns b

etw

een

the O

PM

and

Fo

nta

ine

were

str

ain

ed

at

best

and

oft

en

unp

rofe

ssio

nal.

9.

Ho

w w

ould

yo

u r

ate

the C

M’s

ab

ility

to w

ork

with e

very

bod

y? T

rad

e

Sub

co

ntr

acto

rs?

Neig

hb

orh

ood

?

Scho

ol syste

m? O

vera

ll?

Rate

them

5 o

ut

of

5.

They w

ere

gre

at

wo

rkin

g w

ith a

ll p

art

ies

fro

m t

rad

e c

ontr

ac

tors

and

sub

s t

o t

he n

eig

hb

orh

oo

d a

nd

scho

ol syste

m. D

ave F

on

tain

e w

as o

nsite o

ften a

nd

had

a v

ery

hand

s-o

n a

pp

roach

wh

ich a

lso

he

lped

a g

reat

deal.

Very

well.

E

xcelle

nt

man

ner

of

hand

ling

the w

ork

, co

mm

un

icatio

n w

ith

sub

s, neig

hb

orh

oo

d a

nd

the s

cho

ol syste

m.

Rela

tio

ns b

etw

een

the G

C a

nd

severa

l sub

s w

ere

als

o s

tra

ined

,

and

incre

asin

gly

as t

he jo

b p

rog

ressed

. T

his

did

no

t

necessarily

keep

wo

rk f

rom

bein

g c

om

ple

ted

on t

ime, b

ut

in

my o

pin

ion

qualit

y o

f w

ork

suff

ere

d a

t tim

es.

10.

Wo

uld

yo

u h

ire t

his

co

mp

any a

gain

?

Str

ong p

oin

ts? W

eak p

oin

ts?

Overa

ll satisfa

ctio

n?

Yes. C

om

munic

atio

n w

as g

reat,

every

one w

ork

ed

well

tog

eth

er,

a lo

t w

as a

cco

mp

lished

with

so

lutio

ns m

ad

e w

itho

ut

hesitatio

n. T

here

are

no

weak p

oin

ts w

ork

ing

with F

onta

ine.

Yes. T

hey a

re h

onest,

kno

wle

dg

eab

le a

nd

have in

teg

rity

.

Enjo

yed

wo

rkin

g w

ith B

ill P

ha

neuf

as h

e w

as g

rea

t to

wo

rk w

ith

as S

up

eri

nte

nd

ent.

Yes. G

reat

sched

ule

manag

em

en

t, s

ub

co

ntr

ac

tor

manag

em

ent,

co

mm

unic

atio

n. W

ere

pro

active a

nd

pro

ble

m

so

lvin

g a

ll alo

ng

and

were

ab

le t

o w

ork

on a

tig

ht

sched

ule

and

still

co

me in o

n t

ime a

nd

on b

ud

get.

I w

ould

wo

rk w

ith F

on

tain

e a

gain

on

a p

roje

ct,

part

icula

rly in

ligh

t o

f p

ast

exp

eriences I’v

e h

ad

with t

hem

. In

genera

l, I f

ind

the o

wners

hip

reaso

nab

le a

nd

easy t

o w

ork

with

. T

hey h

ave

str

ong

re

latio

nsh

ips w

ith s

evera

l are

a s

ub

co

ntr

ac

tors

and

a

deep

and

exp

erienced

sta

ff. I d

o f

eel th

ey a

re o

ften a

gg

ressiv

e

with c

ha

ng

e o

rder

req

uests

, b

ut

with t

he r

igh

t te

am

, no

t

genera

lly t

o t

he p

oin

t o

f b

eco

min

g a

n issue

. O

n t

his

part

icu

lar

pro

ject,

I w

as o

vera

ll d

issatisfied

with t

heir

perf

orm

ance, b

ut

it

was v

ery

much t

ied

to

the p

roje

ct

team

they h

ad

on t

he

jo

b.

There

were

als

o p

len

ty o

f F

onta

ine c

rew

on t

he p

roje

ct

that

perf

orm

ed

excelle

ntly, a

nd

oth

er

pro

ject

team

s I’v

e w

ork

ed

with h

ave u

nd

ers

too

d t

he v

alu

e o

f w

ork

ing

to

ge

ther

with

the

aw

ard

ing

auth

ori

ties a

nd

desig

n t

eam

to

ach

ieve t

he

best

end

results f

or

all

invo

lved

.

Page 14: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

Fo

nta

ine

Bro

s.,

In

c.

Pro

jec

t N

am

e

We

st

Sp

rin

gfi

eld

Hig

h S

ch

oo

l N

ew

Pla

ins E

lem

en

tary

Sc

ho

ol

Ne

w P

lain

s E

lem

en

tary

Sc

ho

ol

Au

bu

rn M

idd

le S

ch

oo

l

Re

fere

nc

e N

am

e a

nd

Tit

le

Lo

rra

ine

Fin

ne

gan

A

ng

ela

Wa

ng

, S

ch

oo

l D

ep

t. B

usin

ess M

gr.

V

ika

s M

ag

arv

ed

ark

ar

Eri

c M

oo

re

Co

mp

an

y

SM

MA

T

ow

n o

f S

ou

th H

ad

ley

Fo

rme

rly o

f Jo

ne

s W

hit

se

tt A

rch

ite

cts

L

am

ou

reu

x P

ag

an

o A

sso

cia

tes

Da

te C

alle

d /

Te

lep

ho

ne

No

. 2/5

/2018 6

17-5

20-9

468

2/5

/2018

2/3

/2017

2/6

/2017 5

08-7

52-2

831

1.

What w

as y

our

role

in t

he s

choo

l

pro

ject?

Pro

jec

t M

anag

er

for

the D

esig

n f

irm

S

cho

ol B

usin

ess M

anag

er

– F

ina

ncia

l o

vers

ight

and

co

ntr

ol fo

r

the S

up

eri

nte

nd

en

t and

Scho

ol D

ep

art

ment/

Co

mm

itte

e

Pro

jec

t A

rchitect

for

Desig

ner

Pro

jec

t A

rchitect

for

the D

esig

n f

irm

2.

Who

els

e f

rom

the T

ow

n w

as

invo

lved

?

Scho

ol B

uild

ing

Co

mm

itte

e: D

oug

Ma

tto

on 4

13

-43

7-3

059

Scho

ol B

usin

ess M

anag

er:

Kevin

Mc

Qu

illa

n 4

13

-263

-329

9

To

wn F

ac

ilities M

anag

er

413

-427-1

89

7

Sup

eri

nte

nd

ent,

Nic

ho

las Y

ou

ng

Scho

ol C

om

mitte

e C

hair

, K

evin

McC

alli

ste

r

To

wn F

ac

ilities M

anag

er,

Mic

hael S

ulli

van

SB

C: D

iane M

ulv

aney

Sup

er:

PM

: Jo

e F

land

ers

Scho

ol B

uild

ing

Co

mm

itte

e:

Mark

Im

se, S

bc C

hairm

an

Scho

ol B

usin

ess M

anag

er:

C

ecelia

Wirzb

icki

To

wn F

ac

ilities M

anag

er:

Jo

e F

ahey

DP

W:

Oth

er:

Dr.

Mary

elle

n B

runelle

, S

up

t. O

f S

cho

ols

3.

Who

was t

he P

roje

ct

Manager

and

o

ther

key m

em

bers

of fr

om

the C

M

firm

? P

roje

ct

Executive, P

roje

ct

Manager

and

Sup

erinte

nd

ent.

PE

: D

ave F

on

tain

e 5

%

PM

: Jim

Mauer

the

n t

aken o

ver

by D

ick R

aim

ond

i 60%

Sup

er:

Phil

Briand

10

0%

Safe

ty: M

arc

h F

reche

tte 5

%

PE

: C

hri

s F

onta

ine a

nd

David

Fo

nta

ine

PM

: M

ark

Feeney

Sup

er:

Mark

Ho

ga

n

PE

: D

ave F

on

tain

e S

r. /

Chri

s F

on

tain

e (re

tire

d)

PM

: M

ark

Feeney

Sup

er:

Mark

Ho

ga

n

Denn

is

LE

ED

: M

ark

Feeney

Sup

eri

nte

nd

ent

Mark

Ho

gan h

as s

up

er

energ

etic a

nd

invo

lved

with a

lo

t o

f fo

rward

thin

kin

g w

ith

no

excuses a

nd

ge

t it d

one

.

Altern

ative m

eans a

nd

meth

od

s u

tiliz

ed

at

tim

es t

o a

ch

ieve

desired

end

result i.e

. sheer

stu

d a

nd

ste

el w

ork

ing

to

geth

er

to

make it

wo

rk.

Pro

jec

t E

xec

utive: D

avid

Fo

nta

ine J

r.

Pro

jec

t M

anag

er:

Jam

ie B

lum

e

Sup

eri

nte

nd

ent:

B

ill F

aneuf

Pre

-Co

nstr

uctio

n M

anag

er:

D

avid

Fo

nta

ine J

r.

MA

-CH

PS

Co

ord

ina

tor:

Jaso

n B

haja

n

BIM

/ME

P C

oo

rdin

ato

r:

Jan R

ein

hard

t (S

ub

co

nsu

lta

nt

To

Fo

nta

ine B

ros)

Fie

ld E

ng

ineer:

S

teve S

and

ers

on

Safe

ty P

ers

onnel

Bill

Fa

neuf’

s p

erf

orm

ance o

n t

he p

roje

ct

was e

xce

llen

t.

Ho

nesty

, fa

irness, cap

ab

ility

, re

sp

ecte

d b

y t

rad

es

4.

Ho

w w

ell

did

the C

M p

art

icip

ate

in

the d

iffe

rent

phases o

f th

e w

ork

?

Ho

w w

ell

did

they d

o?

Co

nstr

ucta

bili

ty?

This

was a

DB

B P

roje

ct

This

was a

DB

B P

roje

ct

FB

I cam

e o

n b

oard

aft

er

CD

s a

s it

was a

DB

B p

roje

ct.

Enjo

yed

wo

rkin

g w

ith t

hem

. S

eem

ed

sensitiv

e t

o t

he

desig

n a

nd

were

on p

oin

t w

ith c

onstr

uctio

n m

eans a

nd

meth

od

s a

nd

did

a g

oo

d

job

pro

vid

ing

a f

inis

hed

pro

duc

t w

ith f

orw

ard

th

inkin

g

so

lutio

ns.

Desig

n D

evelo

pm

ent:

E

xce

llen

t

Valu

e E

ng

ineeri

ng

: V

ery

Go

od

Co

nstr

uctio

n D

ocum

en

ts: E

xcelle

nt

File

d S

ub

Pre

qualif

icatio

n:

Excelle

nt

Clo

seo

ut:

V

ery

Go

od

Co

mm

issio

nin

g:

Very

Go

od

5.

Were

there

any issues w

ith t

he

perf

orm

ance o

f th

eir w

ork

?

Co

mp

liance w

ith W

BE

/MB

E

req

uirem

ents

? W

ere

they p

roactive?

Was t

here

litig

atio

n?

FB

I w

ork

ed

well

with

the f

ield

sub

bid

ders

and

oth

er

sub

s.

There

was s

om

e d

iscussio

n r

eg

ard

ing

the

perf

orm

ance o

f th

eir

wo

rk o

n t

he F

SB

Maso

n a

nd

so

me o

f th

e w

ork

req

uired

rew

ork

. M

y r

eco

llectio

n is t

he M

BE

/WB

E r

eq

uired

a w

aiv

er

fro

m t

he s

tate

. T

hey a

re p

roactive,

there

were

cla

ims f

or

site

wo

rk t

hat

ultim

ate

ly g

ot

reso

lved

lo

cally

.

Fo

nta

ine B

ros.

pro

vid

ed

accura

te a

nd

tim

ely

reco

rds.

First

exp

erie

nce w

ith F

onta

ine.

Exceed

ed

exp

ecta

tio

ns.

WB

E/M

BE

: Y

es.

Litig

atio

n: N

o.

No

cla

ims…

FB

I w

as p

roactive a

s n

o s

urp

rises w

ere

to

lera

ted

.

No

issues w

ith t

heir p

erf

orm

anc

e. C

om

plia

nt

with W

BE

/MB

E.

Pro

active: Y

es, very

much

so

. N

o litig

atio

n.

6.

Were

there

any issues w

ith t

he

bud

get?

C

hange O

rders

?

Cla

ims

for

ad

ditio

nal w

ork

?

Do

cum

enta

tio

n?

The b

ud

get

was o

k,

altern

ate

s w

ere

accep

ted

.

The c

ha

ng

e o

rders

were

typ

ically

man

ag

ed

we

ll.

There

were

num

ero

us c

laim

s f

or

chan

ge o

rders

part

icula

rly

aro

und

site w

ork

and

ab

ate

men

t

There

were

no

bud

ge

t is

sue.

The

pro

ject

co

sts

and

po

tential

chang

es w

ere

tra

cked

eff

icie

ntly a

nd

revie

wed

weekly

(O

pen

bo

ok.)

Op

en t

o c

ha

ng

es b

ut

no

surp

rises. R

evie

wed

po

ten

tia

l cha

ng

es

weekly

and

tra

cked

and

ge

nera

ted

with p

ap

erw

ork

.

No

issues w

ith b

ud

get.

C

ha

ng

e O

rders

in t

ota

l w

ere

in a

neg

ative a

mo

unt.

D

ocum

enta

tio

n w

as v

ery

go

od

.

7.

Did

they m

eet

the s

ched

ule

?

Yes, th

ey d

id a

ltho

ug

h t

he p

unch lis

t to

ok v

ery

lo

ng

to

clo

seo

ut.

Yes, th

e s

ched

ule

was m

et.

M

et

sched

ule

with c

halle

ng

es i.e

. S

teel co

min

g f

rom

Ca

nad

a

Yes.

8.

Ho

w w

ell

did

the c

ontr

acto

r keep

th

e O

PM

, O

wner

and

oth

ers

info

rmed

? D

ay t

o d

ay a

nd

thro

ugho

ut

the p

roje

ct?

Very

go

od

co

mm

unic

atio

n e

sp

ecia

lly o

nce

Dic

k c

am

e o

n

bo

ard

.

The G

C t

eam

was e

ng

ag

ed

and

kep

t all

sta

keho

lders

ap

prised

daily

and

part

icip

ate

d in w

eekly

meetin

gs.

Very

info

rmed

and

there

was c

ost

savin

gs w

ith m

od

ula

r

cla

ssro

om

s t

hat

were

a s

tones t

hro

w a

way f

rom

scho

ol

build

ing

tha

t allo

wed

fo

r th

e t

eam

to

be a

pp

roachab

le.

Co

mm

unic

atio

ns w

ere

exce

llen

t th

roug

ho

ut

the p

roje

ct.

9.

Ho

w w

ould

yo

u r

ate

the C

M’s

ab

ility

to

work

with e

very

bod

y? T

rad

e

Sub

co

ntr

acto

rs?

Neig

hb

orh

ood

?

Scho

ol syste

m? O

vera

ll?

Wo

rked

very

well,

Dave F

on

tain

e liv

es in W

est

Sp

ring

fie

ld s

o

that

he

lped

.

Fo

nta

ine B

ros.

were

fair a

nd

a g

oo

d t

eam

to

wo

rk w

ith.

The

sched

ule

was c

ritical alo

ng

with s

afe

ty a

nd

qua

lity. F

onta

ine

co

ord

inate

d w

ith t

he

ir s

ub

s a

s n

ecessary

to

ensure

success.

They w

ere

sensitiv

e t

o t

he p

olit

ics a

nd

had

a u

ser-

frie

nd

ly

str

aig

htf

orw

ard

ap

pro

ach t

o t

he n

ew

co

nstr

uctio

n a

nd

were

very

co

nscio

us o

f safe

ty, n

ois

e a

nd

dust

imp

acts

on

oth

ers

FB

I w

as e

xcelle

nt

with a

ll p

art

ies inclu

din

g t

rad

e c

on

tracto

rs,

neig

hb

orh

oo

d a

nd

scho

ol syste

m.

10.

Wo

uld

yo

u h

ire t

his

co

mp

any a

gain

?

Str

ong p

oin

ts? W

eak p

oin

ts?

Overa

ll satisfa

ctio

n?

Yes, I w

ould

wo

rk w

ith t

hem

ag

ain

. R

easo

nab

le, p

rac

tical a

nd

inte

reste

d in

gett

ing

the jo

b d

one w

ell.

Yes, th

ey w

ere

team

ori

ente

d a

nd

fair t

o a

ll p

art

ies.

Yes, te

am

is v

ery

im

po

rtan

t. D

ave

and

Chris F

onta

ine w

ere

gre

at.

Very

ap

pro

achab

le. F

ield

cra

ftsm

anship

and

assem

bly

and

seq

uencin

g w

ere

gre

at.

Yes. S

tro

ng

po

ints

: H

onesty

, F

air

ness, C

ap

ab

ility

, R

esp

ecte

d

By T

rad

es

Weak p

oin

ts: A

cco

un

ting

So

ftw

are

Co

uld

Be U

pd

ate

d

Overa

ll S

atisfa

cti

on:

Very

hig

h.

Page 15: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

W.

T.

Ric

h C

om

pa

ny, In

c.

Pro

jec

t N

am

e

Bri

dg

e B

osto

n C

ha

rte

r S

ch

oo

l N

ort

on

Hig

h S

ch

oo

l B

roo

ke

Ma

tta

pa

n C

ha

rte

r S

ch

oo

l L

eo

min

ste

r H

igh

Sc

ho

ol A

dd

itio

ns a

nd

Re

no

va

tio

ns

Re

fere

nc

e N

am

e a

nd

Tit

le

Jam

es L

ieb

ma

n

Je

ff E

llio

tt

Ma

tt R

ice

B

ill R

oc

he

Co

mp

an

y

HM

FA

Arc

hit

ec

ts

JC

J A

rch

ite

ctu

re

Arr

ow

str

ee

t D

ae

da

lus P

roje

cts

Da

te C

alle

d /

Te

lep

ho

ne

No

. 2

/1/2

018

617

-844

-212

4

2/2

/2018

2

/4/2

018

617

-520

-948

9

2/4

/2018

617

-451

-271

7

1.

What w

as y

our

role

in t

he s

choo

l

pro

ject?

Arc

hitect’

s P

roje

ct

Ma

nag

er

for

Co

nstr

uctio

n A

dm

inis

tratio

n.

Senio

r P

roje

ct

Desig

ner

for

the

Arc

hitect.

P

roje

ct

Manag

er/

Pro

ject

Arc

hitect

Ow

ner’

s P

roje

ct

Ma

nag

er

2.

Who

els

e f

rom

the T

ow

n w

as

invo

lved

?

Yu

lly C

ha

, S

cho

ol’s E

xec

utive D

irec

tor

ycha@

brid

geb

osto

ncs.o

rg

R

ob

ert

Ba

ldw

in, O

wner’

s R

ep

Jo

n C

lark

e,

Execu

tive D

irecto

r

SB

C:

Yes

Scho

ol B

usin

ess M

anag

er:

Yes

To

wn F

ac

ilities M

anag

er:

Scho

ol F

acili

ties M

anag

er

3.

Who

was t

he P

roje

ct

Manager

and

o

ther

key m

em

bers

of fr

om

th

e C

M

firm

? P

roje

ct

Executive, P

roje

ct

Manager

and

Sup

erinte

nd

ent.

PE

: B

rian

Sa

nto

s,

15

%

PM

: T

om

Ho

od

, 1

00

%

Ed

Co

nd

on,

10

0%

PC

M:

Bri

an S

an

tos,

15%

ME

P:

Ken N

ob

reg

a, 2

0%

Fie

ld E

ng

: Lee P

ap

as, 10

0%

Ed

Co

nd

on –

His

perf

orm

ances w

as g

oo

d. H

e w

ork

ed

well

with t

he a

rchitec

t and

tried

hard

to

get

thin

gs r

ight

and

und

ers

tand

the

inte

nt.

He d

id n

ot

fore

see issues w

ell

befo

re

they a

rose.

PE

: Jo

na

tha

n R

ich

Pro

jec

t M

anag

er:

Ste

ve R

om

an

Sup

eri

nte

nd

ent:

Mik

e P

irre

llo

Sup

eri

nte

nd

ents

and

Assis

tant

were

bo

th e

xcelle

nt.

They

co

ord

inate

d w

ell

with s

cho

ol sta

ff o

n a

daily

basis

.

PE

: Jo

hn R

ich 5

%

PM

: B

ria

n S

an

tos 5

0%

Sup

er:

Tim

Cre

ed

100

%

PC

M:

Bri

an S

an

tos 5

0%

LE

ED

: K

en N

ob

reg

a 5

0%

ME

P:

Ken N

ob

reg

a 5

0%

Tim

Cre

ed

was o

ur

Sup

eri

nte

nd

en

t and

he w

as e

xtr

em

ely

co

mm

itte

d t

o t

he p

roje

ct

and

was a

n e

ffective

co

mm

unic

ato

r.

PE

: Jo

n R

ich

PM

: C

hris Q

uin

n

Sup

eri

nte

nd

ent:

Jo

hn

De

Bett

enco

urt

LE

ED

: N

A

Safe

ty:

Art

Cla

es

Jo

hn

De

Bett

enco

urt

was a

very

str

on

g s

up

eri

nte

nd

ent.

4.

Ho

w w

ell

did

the C

M p

art

icip

ate

in t

he

diffe

rent

phases o

f th

e w

ork

?

Ho

w

well

did

they d

o? C

onstr

ucta

bili

ty?

Were

no

t hired

un

til aft

er

DD

. W

ork

ed

wit

h t

he r

est

of

the

pro

ject

team

to

get

the c

ost

to w

here

the c

lien

t need

ed

it

to

be in V

alu

e E

ng

ineeri

ng

. P

art

icip

ate

d in s

om

e r

evie

w b

ut

limited

in C

Ds. W

ell

manag

ed

pro

cess f

or

FS

B q

ua

lific

atio

n

pro

cess. W

ell

manag

ed

pro

cess t

o o

bta

in T

CO

, co

mp

lete

punch

lis

t and

clo

se o

ut.

WT

Ric

h w

as f

ully

eng

ag

ed

thro

ug

h e

ntire

pro

cess, and

the

ir

early e

ffo

rts t

ow

ard

s c

onstr

uc

tab

ility

and

co

st

co

ntr

ol p

aid

div

idend

s late

r in

the

pro

ject.

DD

: C

ost

estim

ating

, p

erm

ittin

g a

nd

co

nstr

ucta

bili

ty r

evie

w

and

sup

po

rt

VE

: S

ug

gestio

ns w

ere

off

ere

d

CD

: C

onstr

ucta

bili

ty r

evie

ws w

ere

perf

orm

ed

File

Sub

Pre

q: P

art

icip

ate

d in r

evie

w p

rocess

Clo

seo

ut:

Was e

ffic

ien

t

CX

: C

oo

rdin

ate

d t

rad

e c

on

tracto

r eff

ort

s in r

eso

lvin

g C

xA

co

ncern

s.

Very

invo

lved

and

help

ed

a g

rea

t d

eal w

ith F

iled

Sub

Pre

qualif

icatio

n.

Very

invo

lved

and

wo

rked

to

clo

se o

ut

item

s e

ffic

iently.

CX

: V

ery

invo

lved

and

wo

rked

to

clo

se o

ut

item

s e

ffic

iently

5.

Were

there

any issues w

ith t

he

perf

orm

ance o

f th

eir w

ork

?

Co

mp

liance w

ith W

BE

/MB

E

req

uirem

ents

? W

ere

they p

roactive?

Was t

here

litig

atio

n?

WT

Ric

h s

uccessfu

lly c

om

ple

ted

the

challe

ng

e o

f m

eetin

g a

very

tig

ht

sched

ule

fo

r a d

ifficult g

ut

reno

/ad

ditio

n w

ith

part

icula

rly d

iffic

ult late

nt

co

nd

itio

ns. T

here

were

mu

ltip

le

ow

ner

chang

e o

rders

inclu

din

g m

ajo

r site r

eco

nfig

ura

tio

ns t

o

avo

id led

ge, and

the a

dd

itio

n o

f a f

ull

co

mm

erc

ial kitche

n

aft

er

co

nstr

uctio

n b

eg

an. U

nd

er

these c

ond

itio

ns t

he C

M

successfu

lly g

ot

the

Ow

ner

into

the b

uild

ing

befo

re t

he s

tart

of

scho

ol. E

arly o

n, W

T R

ich

warn

ed

the t

eam

the s

uccess

wo

uld

invo

lve t

rad

e-o

ffs, co

nte

ntio

us m

om

ents

, and

a lo

ng

punch

lis

t. It

did

. T

he P

roje

ct

manag

em

en

t te

am

was

co

nscie

ntio

us,

and

str

ove t

o u

nd

ers

tand

the d

esig

n in

ten

t

and

to

execute

acc

ura

tely

and

care

fully

. T

hat

said

, W

T R

ich

str

ug

gle

d t

o lo

ok b

eyo

nd

the n

ext

task a

nd

oft

en d

idn't

identify

issues b

efo

re t

hey b

ecam

e p

rob

lem

s o

n s

ite.

Only

one lin

geri

ng

pu

nch lis

t item

and

WT

Ric

h w

as p

roactive

bring

ing

the p

art

ies t

o a

so

lutio

n.

No

issues w

ith p

erf

orm

ance o

r W

BE

/MB

E.

We h

ad

one M

BE

sub

(ste

el) w

ho

was c

halle

ng

ing

to

wo

rk w

ith b

ut

the

CM

was

pro

active in

sup

po

rtin

g t

ha

t sub

to

ac

hie

ve a

po

sitiv

e

outc

om

e.

No

issues

6.

Were

there

any issues w

ith t

he

bud

get?

C

hange O

rders

?

Cla

ims f

or

ad

ditio

nal w

ork

? D

ocum

enta

tio

n?

Charg

e o

rder

manag

em

ent

was s

low

and

oft

en c

onte

ntio

us.

Their f

oc

us (ap

pro

priate

ly) w

as o

n f

inis

hin

g t

he w

ork

.

W. T

. R

ich w

as v

ery

bud

get

co

nscio

us w

hile

resp

ecting

the

desig

n inte

ntio

ns a

nd

ed

ucatio

nal d

eliv

ery

meth

od

s.

Bud

ge

t m

anag

em

ent

was w

ell

do

ne w

itho

ut

any c

oncern

s o

f

no

te.

No

issues

7.

Did

they m

eet

the s

ched

ule

?

Yes

All

dead

lines o

n c

om

ple

x m

ulti-

phase p

roje

ct

were

met.

Y

es, ag

gre

ssiv

e 1

2 m

onth

sched

ule

was m

et

and

scho

ol

sta

rted

on

tim

e.

Yes.

8.

Ho

w w

ell

did

the c

ontr

acto

r keep

the

OP

M, O

wner

and

oth

ers

info

rmed

?

Day t

o d

ay a

nd

thro

ugho

ut

the

pro

ject?

Very

well.

So

metim

es d

ay t

o d

ay a

nd

alw

ays w

eekly

. S

up

erio

r co

mm

unic

atio

ns f

rom

all

levels

of

the C

M t

eam

. W

eekly

OA

C m

eeting

s w

ere

held

, w

hic

h w

ere

run b

y t

he C

M.

Mo

nth

ly o

verv

iew

rep

ort

s w

ere

issued

.

No

issues h

ere

, d

id v

ery

well

to k

eep

all

part

ies info

rmed

.

9.

Ho

w w

ould

yo

u r

ate

the C

M’s

ab

ility

to

work

with e

very

bod

y? T

rad

e

Sub

co

ntr

acto

rs?

Neig

hb

orh

ood

?

Scho

ol syste

m? O

vera

ll?

Very

well.

O

uts

tand

ing

team

pla

yers

. C

M w

as p

roactive in c

om

munic

atio

ns w

ith

all

part

ies n

ote

d

ab

ove w

hic

h m

ad

e f

or

a s

mo

oth

pro

cess.

Manag

ed

tra

de s

ub

co

ntr

acto

rs v

ery

we

ll, w

ork

ed

we

ll w

ith

city o

ffic

ials

, scho

ol fa

culty/a

dm

in, a

nd

neig

hb

orh

oo

d

10.

Wo

uld

yo

u h

ire t

his

co

mp

any a

gain

?

Str

ong p

oin

ts? W

eak p

oin

ts? O

vera

ll

satisfa

ctio

n?

Yes, I w

ould

reco

mm

end

wo

rkin

g w

ith t

his

co

mp

any a

gain

.

They k

ep

t th

e p

roje

ct

mo

vin

g a

nd

overc

am

e s

erio

us issues

during

co

nstr

uctio

n. W

eak p

oin

ts w

as f

ore

seein

g issues

befo

re t

hey a

rose. O

vera

ll satisfa

ctio

n is f

air

ly h

igh.

Yes, E

xce

llen

t C

M b

ring

ing

valu

e t

o t

he t

eam

, lo

okin

g o

ut

for

bo

th t

he O

wner

and

Desig

n T

eam

’s in

tere

sts

in

bett

erm

en

t o

f

the p

roje

ct.

Yes, p

roje

ct

execu

tive

was a

str

eng

th a

s w

as a

ge

nera

l

ap

pro

ach t

ha

t d

id n

ot

seem

overh

ead

-heavy, g

ivin

g t

he

sense t

hat

the p

roje

ct

itself w

as t

he h

ighest

prio

rity

. H

igh

satisfa

ctio

n.

Yes

Page 16: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

W.

T.

Ric

h C

om

pa

ny, In

c.

Pro

jec

t N

am

e

Ze

rva

s E

lem

en

tary

Sc

ho

ol

Re

fere

nc

e N

am

e a

nd

Tit

le

Ale

x V

alc

arc

e

Co

mp

an

y

Cit

y o

f N

ew

ton

Da

te C

alle

d /

Te

lep

ho

ne

No

. 2

/6/2

018

61

7-7

96

-10

00

1.

What w

as y

our

role

in t

he s

choo

l

pro

ject?

Dep

uty

Co

mm

issio

ner

of

Pub

lic B

uild

ing

s

2.

Who

els

e f

rom

the T

ow

n w

as

invo

lved

?

In r

ole

, he is in

charg

e f

rom

the C

M S

ele

ctio

n P

rocess t

o

Clo

seo

ut,

wo

rks t

hro

ug

h S

D g

ett

ing

ap

pro

vals

, and

wo

rkin

g

thro

ug

h f

und

ing

and

pro

cure

ment

matt

er

and

hand

les t

he

Desig

n a

nd

Co

nstr

uc

tio

n C

ontr

ac

ts.

3.

Who

was t

he P

roje

ct

Manager

and

oth

er

key m

em

bers

of fr

om

the C

M

firm

? P

roje

ct

Executive, P

roje

ct

Manager

and

Sup

erinte

nd

ent.

PE

: Jo

n R

ich

PM

: S

teve R

om

an s

tart

ed

and

the

n C

hri

s Q

uin

n t

oo

k o

ver.

Bo

th a

re n

o lo

ng

er

with

WT

Ric

h a

ny lo

ng

er.

Sup

er:

Jack H

anle

y

PC

M:

Ste

ve R

om

an

ME

P:

Ste

ve K

ou

tala

kis

4.

Ho

w w

ell

did

the C

M p

art

icip

ate

in t

he

diffe

rent

phases o

f th

e w

ork

?

Ho

w

well

did

they d

o? C

onstr

ucta

bili

ty?

WT

R c

am

e o

n b

oard

duri

ng

SD

Phase f

or

Pre

Co

nstr

uctio

n

Serv

ices.

Rating

:

Estim

ating

: 8

of

10

Co

nstr

ucta

bili

ty:

8 o

f 1

0

Pre

qualif

icatio

ns:

10

of

10

Valu

e E

ng

ineeri

ng

: 8

of

10

Clo

seo

ut:

8 o

f 1

0

Cx: 8

of

10

Duri

ng

Co

nstr

uctio

n p

hase,

Sup

eri

nte

nd

ent

kep

t th

e p

roje

ct

mo

vin

g w

ith s

ub

s.

5.

Were

there

any issues w

ith t

he

perf

orm

ance o

f th

eir w

ork

?

Co

mp

liance w

ith W

BE

/MB

E

req

uirem

ents

? W

ere

they p

roactive?

Was t

here

litig

atio

n?

No

issues. M

et

WB

E/M

BE

req

uirem

ents

. N

o litig

atio

n.

Giv

en t

hem

a 7

of

10 f

or

bein

g p

roactive. N

o litig

atio

n

6.

Were

there

any issues w

ith t

he

bud

get?

C

hange O

rders

?

Cla

ims f

or

ad

ditio

nal w

ork

? D

ocum

enta

tio

n?

Chang

e O

rders

were

no

t excessiv

e.

Pro

cessin

g c

hang

e

ord

ers

wo

uld

be r

ate

d a

6 o

f 1

0.

There

was s

om

e d

iscussio

n

reg

ard

ing

the in

terp

reta

tio

n o

f a c

han

ge a

nd

who

ow

ned

it

fro

m t

ime t

o t

ime.

7.

Did

they m

eet

the s

ched

ule

?

Yes. S

cho

ol o

pened

on t

ime b

ut

they d

idn’t

meet

the

Sub

sta

ntia

l C

om

ple

tio

n d

ate

of

6/3

0 u

ntil 8

/1

8.

Ho

w w

ell

did

the c

ontr

acto

r keep

the

OP

M, O

wner

and

oth

ers

info

rmed

?

Day t

o d

ay a

nd

thro

ugho

ut

the

pro

ject?

They w

ere

go

od

to

ge

t th

e p

roje

ct

do

ne o

n t

ime. H

ow

ever,

their

co

mm

unic

atio

n w

as b

ett

er

duri

ng

the

Pre

Co

n p

hase

than

Co

nstr

uc

tio

n p

hase a

s t

hey a

cte

d m

ore

lik

e a

GC

duri

ng

Co

nstr

uctio

n t

ha

n t

hey p

erf

orm

ed

as a

CM

. O

fte

n w

hat

was

str

ate

giz

ed

duri

ng

Pre

Co

n d

id n

ot

reach t

he f

ield

pers

on

nel

and

it

too

k c

are

ful exam

ina

tio

n t

o g

o b

ack a

nd

make s

ure

it

was f

ollo

wed

thro

ug

h.

Pre

Co

n C

om

munic

atio

n w

as 9

of

10

Co

nstr

uctio

n C

om

mun

icatio

n w

as 8

of

10

9.

Ho

w w

ould

yo

u r

ate

the C

M’s

ab

ility

to

work

with e

very

bod

y?

Tra

de

Sub

co

ntr

acto

rs?

Neig

hb

orh

ood

?

Scho

ol syste

m? O

vera

ll?

Pre

Co

n C

om

munic

atio

n w

as 9

of

10

Co

nstr

uctio

n C

om

mun

icatio

n w

as 8

of

10

Rate

overa

ll: 9

of

10

10.

Wo

uld

yo

u h

ire t

his

co

mp

any a

gain

?

Str

ong p

oin

ts? W

eak p

oin

ts? O

vera

ll

satisfa

ctio

n?

WT

R h

as b

een h

ired

fo

r 3

scho

ols

in N

ew

ton w

ith C

ab

ot

Ele

menta

ry c

urr

ently u

nd

erw

ay.

Str

en

gth

: P

ushin

g s

ched

ule

on s

ub

s a

nd

perf

orm

ing

to

meet

sched

ule

; W

eakness: N

eed

mo

re c

om

munic

atio

n.

Page 17: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

Wh

itin

g-T

urn

er

Co

ntr

ac

tin

g C

om

pa

ny

Pro

jec

t N

am

e

Ha

rtfo

rd C

lassic

al M

ag

ne

t

Sc

ho

ol – H

art

ford

, C

T

Du

nd

alk

Hig

h S

ch

oo

l /

So

lla

rs

Po

int

Hig

h S

ch

oo

l – D

un

da

lk, M

D

UM

ass L

ab

& S

cie

nc

e B

uild

ing

Am

he

rst,

MA

DC

AM

Ph

ysic

s/S

cie

nc

e B

uild

ing

– A

mh

ers

t, M

A

Ch

am

pio

ns C

en

ter

– A

mh

ers

t, M

A

Re

fere

nc

e N

am

e a

nd

Tit

le

Pe

tin

a K

illia

ny

Pa

ul H

um

e

Ma

tt E

llsw

ort

h

Ja

co

b W

arn

er

Ro

b C

ollin

s

Co

mp

an

y

Arc

ad

is

Gri

eve

s W

orr

all W

rig

ht

&

O’H

atn

ick

, In

c.

Wilso

n A

rch

ite

cts

W

ilso

n A

rch

ite

cts

P

MA

Co

nsu

ltin

g

Da

te C

alle

d /

Te

lep

ho

ne

No

. 2

/1/2

018

2

/5/2

018

410

-332

-100

9

2/2

/2018

617

-338

-599

0

2/1

/2018

617

-338

-599

0

2/1

/2018

78

1-5

19

-10

74

1.

What w

as y

our

role

in t

he s

choo

l

pro

ject?

OP

M

Desig

ner/

Arc

hitect

Pro

jec

t M

anag

er

and

Pri

ncip

al In

Charg

e

Pro

jec

t M

anag

er

/ P

roje

ct

Arc

hitect

Ow

ner’

s P

roje

ct

Ma

nag

er

2.

Who

els

e f

rom

the T

ow

n w

as invo

lved

?

Mayo

r and

pub

lic m

em

bers

in 2

006

B

altim

ore

Co

un

ty P

ub

lic S

ch

oo

ls F

acili

ties

Dep

art

ment

over

saw

all

new

co

nstr

uctio

n a

nd

reno

vatio

ns

NA

N

A

NA

3.

Who

was t

he P

roje

ct

Manager

and

oth

er

key m

em

bers

of

fro

m t

he C

M f

irm

?

Pro

ject

Executive, P

roje

ct

Manager

and

Sup

erinte

nd

ent.

Sr

PM

was B

ob

Schaeff

er

Sup

eri

nte

nd

ent

was R

aj P

ate

l

PE

: D

avid

Meyer

PM

: A

lan O

sw

ald

and

Mic

k R

ayb

urn

Meg

an M

cF

arla

nd

Gra

nt

Cu

nn

ing

ham

Fie

ld S

up

er:

To

dd

Co

nfe

r

To

dd

did

a g

reat

job

with

the s

ize a

nd

co

mp

lexity

of

the p

roje

ct

as h

e w

as p

roactive, o

rga

niz

ed

and

perf

orm

ed

deta

iled

insp

ecti

ons o

f w

ork

and

co

ord

inate

d.

An e

xam

ple

is w

hen

there

was a

skylig

ht

deta

il, h

e m

ad

e s

ure

all

5 c

ontr

acto

rs

that

had

to

wo

rk w

ith t

he d

eta

il w

ere

all

in t

he

kno

w a

bo

ut

the intr

icacie

s o

f th

e d

eta

il.

Sup

er:

Jo

hn C

urr

an

Hig

hly

org

an

ized

– o

ut

fro

nt,

full

dis

clo

su

re

Sup

er:

Jo

hn C

urr

an

Very

go

od

fie

ld s

up

erv

isio

n /

co

ord

inatio

n.

Pro

jec

t is

ong

oin

g.

Never

chang

ed

Sup

ers

and

co

mm

unic

atio

n s

kill

s

were

wo

nd

erf

ul.

4.

Ho

w w

ell

did

the C

M p

art

icip

ate

in t

he

diffe

rent

phases o

f th

e w

ork

?

Ho

w w

ell

did

they d

o?

Co

nstr

ucta

bili

ty?

This

was a

5 p

hase p

roje

ct

where

co

ord

inatio

n

and

co

mm

unic

atio

n w

ere

key d

uri

ng

tra

nsfe

r

fro

m p

hase t

o p

hase a

s t

here

was a

n a

dd

itio

n

and

reuse c

onvers

ion c

om

po

nen

t o

f a

n ind

ustr

ial

build

ing

to

the n

ew

scho

ol. T

here

was o

nly

1

incid

en

t to

sp

eak o

f w

here

it

was a

lesso

ns

learn

ed

. T

arr

ing

of

roo

f p

resen

ted

fum

es in t

he

scho

ol.

Cam

e o

nb

oard

20

% into

DD

. W

ork

ed

in

Co

sting

and

lo

gis

tics,

Div

isio

n 0

0 s

co

pin

g d

ocum

en

tatio

n

and

wo

rked

as C

onstr

uctio

n M

anag

em

ent

Ad

vis

or

Manag

ed

site a

nd

prim

e c

ontr

acto

rs,

wo

rked

on

so

me o

f th

e V

alu

e e

ng

ineerin

g f

or

the p

roje

ct

with t

he B

altim

ore

Co

un

ty S

cho

ols

Wo

rked

well

thro

ug

h D

D t

o C

Ds e

stim

ating

to

co

me in u

nd

er.

Did

a g

rea

t jo

b a

nd

were

very

pro

active.

Clo

seo

ut

and

Cx w

as u

nd

er

the D

esig

n t

eam

.

Went

sm

oo

thly

becau

se t

he M

ech c

ontr

acto

r

was d

ecent.

DC

AM

was p

hased

pro

ject,

very

co

mp

licate

d

with e

arly p

ackag

es –

alw

ays o

rga

niz

ed

W-T

was b

roug

ht

on ¾

in

to D

D.

They w

ere

go

od

during

valu

e e

ng

ineeri

ng

and

CD

s. H

igh

valu

e o

f

wo

rk a

nd

had

insig

ht

no

t d

up

licate

d b

y p

revio

us

co

mp

any. K

no

wle

dg

e o

f th

e p

rocess (S

tate

pro

cess) is

hig

h.

Pro

ject

is s

till

und

er

co

nstr

uc

tio

n.

Co

st

str

ug

gle

s d

uri

ng

valu

e e

ng

ineeri

ng

. T

here

were

2 v

alu

e e

ng

ineeri

ng

exerc

ises a

nd

W-T

perf

orm

ed

well.

Very

sup

po

rtiv

e.

5.

Were

there

any issues w

ith t

he

perf

orm

ance o

f th

eir w

ork

? C

om

plia

nce

with W

BE

/MB

E r

eq

uirem

ents

? W

ere

they

pro

active? W

as t

here

litig

atio

n?

No

issues w

ith t

heir p

erf

orm

ance o

n t

he p

roje

ct.

They w

ere

very

pro

active a

nd

there

was n

o

litig

atio

n.

W-T

was p

roactive. N

o litig

atio

n. N

o issues w

ith

their

perf

orm

ance.

W-T

was p

roactive. T

here

was n

o litig

atio

n.

WB

E/M

BE

req

uirem

en

ts –

exceed

ed

in b

oth

.

Pro

active –

yes. N

o litig

atio

n.

Go

od

onsite.

No

litig

atio

n. W

-T w

as p

roactive

. M

ee

ting

the

WB

E/M

BE

was a

cha

llen

ge.

W-T

mad

e b

est

eff

ort

to

pro

vid

e d

ocum

ents

to

meet

the

req

uirem

ents

.

6.

Were

there

any issues w

ith t

he b

ud

get?

Change O

rders

? C

laim

s f

or

ad

ditio

nal

work

? D

ocum

enta

tion?

Orig

inal co

st

estim

ate

was h

igh a

nd

with

a

red

uctio

n o

f sco

pe t

hey w

ere

ab

le t

o b

ring

the

pro

ject

in w

ell

und

er

bud

get

and

end

ed

up

giv

ing

a c

heck b

ack t

o t

he c

ity. N

o c

han

ge o

rders

ou

t

of

the o

rdin

ary

with p

ricin

g a

nd

mo

st

were

at

the

Ow

ner’

s r

eq

uest.

No

thin

g o

ut

of

the o

rdin

ary

… t

he a

mo

un

t o

f

chang

es a

nd

savin

gs in

bud

get

was s

o lo

w t

hat

Baltim

ore

Co

un

ty t

eam

ed

ag

ain

with t

hem

fo

r

ano

ther

scho

ol b

uild

ing

.

On b

ud

ge

t – a

ccura

te e

stim

ate

s a

nd

hig

hly

org

aniz

ed

do

cum

en

tatio

n.

Pro

jec

t w

as u

nd

er

bud

ge

t. B

ids v

s. estim

ate

s

(W-T

was m

ore

co

rrect.

)

Reaso

nab

le. N

o issues. W

ork

ed

with u

s.

7.

Did

they m

eet

the s

ched

ule

?

Yes. T

here

were

no

mis

sed

date

s. T

here

was o

ne

issue w

ith m

ois

ture

tha

t aro

se o

n t

he g

ym

flo

or

and

they w

ent

back a

nd

wo

rked

it

thro

ug

h t

o

reso

lve.

Yes

Yes, w

ith

multip

le s

ched

ule

s (co

mp

licate

d

co

nstr

uc

tio

n).

On s

ched

ule

curr

en

tly.

8.

Ho

w w

ell

did

the c

ontr

acto

r keep

the

OP

M, O

wner

and

oth

ers

info

rmed

? D

ay

to d

ay a

nd

thro

ugho

ut

the p

roje

ct?

The t

eam

is t

here

every

day w

ith t

he

OP

M –

every

thin

g w

en

t very

well.

Arc

hitect

was

co

ntr

actu

ally

bo

und

to

them

.

Co

mm

unic

ate

we

ll. B

i-w

eekly

pro

cess m

eeting

s.

If issues a

rose a

meeting

was s

et

and

tho

se

invo

lved

were

co

nta

cte

d t

hro

ug

h e

mail

to

ad

dre

ss t

he issues a

nd

keep

every

one in t

he

loo

p. O

wner

too

k o

wners

hip

of

wo

rkin

g w

ith

co

mm

unity o

n c

om

munity m

att

ers

.

Daily

meeting

s –

ou

t fr

ont

– a

ll p

art

ies invo

lved

V

ery

go

od

co

mm

unic

atio

n b

etw

een

all. P

roje

ct

is

ong

oin

g.

9.

Ho

w w

ould

yo

u r

ate

the C

M’s

ab

ility

to

work

with e

very

bod

y? T

rad

e

Sub

co

ntr

acto

rs?

Neig

hb

orh

ood

? S

cho

ol

syste

m? O

vera

ll?

Wo

uld

giv

e t

hem

a 9

out

of

10

. T

hey h

ad

sta

ffin

g

chang

es a

nd

they w

ere

unno

ticeab

le a

nd

seam

less.

PM

was r

esp

onsib

le f

or

the s

ched

ule

and

acco

unta

ble

with t

he S

up

erinte

nd

ent

and

estim

ating

was d

one b

y t

hem

as w

ell

so

they h

ad

a g

reat

hand

le o

n s

ched

ule

and

bud

get

at

all

tim

es.

It w

as a

pro

ject

ble

nd

ing

2 b

uild

ing

s into

1 a

nd

merg

ing

one c

om

munity p

op

ula

tio

n t

hat

was in

the m

ajo

rity

bla

ck a

nd

the o

ther

co

mm

unity

white a

nd

merg

ing

them

into

one c

om

mun

ity. It

went

very

sm

oo

thly

initia

ted

by t

he O

wner.

Manag

ed

sub

s v

ery

well

with c

onta

ct

daily

C

M h

and

ling

of

issues w

ith s

ub

s w

as s

eam

less.

A lo

t o

f co

nstitu

ents

– S

tate

/lo

ca

l g

overn

men

t

etc

. G

oo

d a

t navig

ating

all.

No

issues.

10.

Wo

uld

yo

u h

ire t

his

co

mp

any a

gain

?

Str

ong p

oin

ts? W

eak p

oin

ts? O

vera

ll satisfa

ctio

n?

Wo

uld

defin

ite

ly w

ork

with

their t

eam

ag

ain

. B

altim

ore

Co

un

ty t

eam

ed

ag

ain

with t

hem

fo

r

ano

ther

scho

ol b

uild

ing

. S

co

re t

hem

with

a 9

ou

t

of

10

. D

esig

ner

was p

roac

tive t

o id

en

tify

pitfa

lls.

They w

ere

gre

at

at

pla

nn

ing

and

exec

utio

n a

nd

tend

ed

to

wo

rk t

o k

eep

peo

ple

hap

py b

y f

ixin

g

and

reso

lvin

g m

att

ers

.

Very

go

od

BIM

; p

reco

nstr

uctio

n w

as g

reat.

O

vera

ll – v

ery

po

sitiv

e

Yes.

Page 18: PROJECT MINUTES · 4.1 Record Call to Order, 5:30 PM, meeting opened. 4.2 Record A motion was made by C. Stickney and seconded by P. Bedigian to approve the 1/30/18 CM Prequalification

Su

ffo

lk C

on

str

uc

tio

n

Pro

jec

t N

am

e

Em

ers

on

Co

lle

ge

1-3

Bo

yls

ton

Pla

ce

R

eg

is C

olle

ge

R

eg

is C

olle

ge

S

ale

m S

tate

O’K

eefe

Ath

leti

c C

en

ter

Re

fere

nc

e N

am

e a

nd

Tit

le

Ro

ss C

am

ero

n

Th

om

as P

isto

rin

o

Bri

an

Me

ye

r Jim

Ro

ge

rs

Co

mp

an

y

Elk

us M

an

fre

di A

rch

ite

cts

R

eg

is C

olle

ge

C

ollie

rs I

nte

rna

tio

na

l L

eft

Fie

ld,

LL

C

Da

te C

alle

d /

Te

lep

ho

ne

No

. 2/5

/2018 6

17-4

29-1

300

2/1

/2018 7

81-7

68

-7075

2/1

/2018 6

17-3

30-8

094

2/1

/2018

617-7

37-6

400

1.

What w

as y

our

role

in t

he s

choo

l p

roje

ct?

P

roje

ct

Manag

er

for

Desig

ner

CF

O f

or

co

lleg

e a

nd

overs

igh

t o

f all

facili

ty a

nd

co

nstr

uc

tio

n p

roje

cts

Ow

ner’

s P

roje

ct

Ma

nag

er

Ow

ner’

s P

roje

ct

Ma

nag

er

2.

Who

els

e f

rom

the T

ow

n w

as invo

lved

?

NA

N

A

NA

N

A

3.

Who

was t

he P

roje

ct

Manager

and

oth

er

key m

em

bers

of

fro

m t

he C

M f

irm

? P

roje

ct

Executive, P

roje

ct

Manager

and

Sup

erinte

nd

ent.

PE

: F

rank C

ram

er

PM

: K

evin

Cham

berlain

Sup

er:

Fra

nk R

ond

eau

PE

: S

ean

Ed

ward

Sup

er:

Mic

hael H

ealy

Team

was t

op

-shelf. T

hre

e p

eo

ple

onsite a

t all

tim

es

fro

m P

M w

ith

diffe

rent

exp

ert

ise a

nd

pro

ble

m-s

olv

ing

pro

actively

PE

: C

ha

ng

e f

rom

Pe

ter

Gia

rdin

i to

Sea

n E

dw

ard

duri

ng

pro

ject

PM

: M

ichael H

eale

y

Sup

er:

Jake B

ow

ler

and

Ric

hard

Mayo

Excelle

nt

co

mm

un

icatio

n w

ith t

he

Co

lleg

e, ne

ighb

ors

,

tow

n a

nd

co

mm

unity.

Pro

jec

t w

as 5

or

6 y

ears

ag

o…

diffic

ult r

ecalli

ng

who

.

Team

wo

rked

well

with

all

site t

ours

, w

ere

pro

active, and

excelle

nt

thro

ug

ho

ut

dura

tio

n o

f th

e p

roje

ct

4.

Ho

w w

ell

did

the C

M p

art

icip

ate

in t

he d

iffe

rent p

hases

of

the w

ork

?

Ho

w w

ell

did

they d

o?

Co

nstr

ucta

bili

ty?

Very

go

od

..,

too

k lead

ro

le a

nd

co

ord

ina

te b

uild

ing

,

pro

ble

m s

olv

ers

and

co

ntr

ibute

d e

xte

nsiv

ely

thro

ug

ho

ut

all

phases

Very

larg

e f

irm

, very

he

lpfu

l th

roug

ho

ut

the

en

tire

pro

ject.

Sta

rted

on t

he

pro

ject

in D

D.

Gre

at

LE

ED

ap

pro

ach,

help

ed

make it

a c

ost

eff

ective p

roje

ct

and

pro

vid

ed

cre

ative s

olu

tio

ns a

long

the w

ay. Lo

ts o

f re

so

urc

es a

nd

help

ed

with a

lo

t o

f th

ing

s t

ha

t w

ere

outs

ide t

he

ir s

co

pe

when n

eed

ed

with little t

roub

le i.e

. C

om

mencem

ent

ten

t

need

ed

to

be insta

lled

in

an a

rea o

f th

e c

am

pus t

ha

t had

recently h

ad

a lo

t o

f w

ate

r d

ue t

o inc

lem

ent

weath

er

and

they p

rovid

ed

a s

olu

tio

n a

nd

a c

rew

to

make it

hap

pen

quic

kly

and

easily

.

Suff

olk

Co

nstr

uc

tio

n w

as g

rea

t. T

hey w

ere

go

od

at

every

thin

g. T

here

was a

little s

ched

ule

issue

that

aro

se a

t

the e

nd

but

it w

as n

ot

10

0%

Suff

olk

's f

ault (w

eek o

r 2

late

at

the e

nd

.) C

oo

rdin

atio

n c

ould

have b

een a

little

bett

er

tow

ard

s t

he e

nd

to

avo

id t

he d

ela

y b

ut

overa

ll th

ey

were

gre

at

with t

he v

alu

e e

ng

ineeri

ng

, had

inven

tive

ways o

f re

so

lvin

g issues a

s t

hey a

rose a

nd

go

t th

e jo

b

do

ne.

Suff

olk

Co

nstr

uc

tio

n w

ork

ed

very

well

on

this

pro

jec

t and

it w

as a

successfu

l p

roje

ct.

There

was g

oo

d c

oo

rdin

atio

n

with k

ey invo

lvem

ent

with t

he

sam

e P

roje

ct

Ma

nag

er

thro

ug

ho

ut

the p

roje

ct.

Info

rmatio

n t

ransfe

r w

as g

reat

tho

ug

h a

ll le

vels

of

the o

rganiz

atio

n a

nd

in

tera

cting

wit

h

the s

cho

ol a

nd

off

icia

ls. T

hey h

ad

an e

xce

llent

Pre

-CM

team

and

they d

id a

gre

at

job

with t

he v

alu

e e

ng

ineeri

ng

the jo

b. V

alu

e e

ng

ineeri

ng

was v

ery

im

po

rtan

t o

n t

his

pro

ject

and

Suff

olk

pla

yed

an im

po

rtan

t ro

le in

co

ntr

ibuting

their inp

ut

thro

ug

ho

ut

and

pro

vid

ing

cre

ative

so

lutio

ns d

uri

ng

valu

e e

ng

ineeri

ng

tha

t he

lped

with t

he

tig

ht

bud

get

on t

he p

roje

ct.

Clo

seo

ut

was p

rom

pt

and

Co

mm

issio

nin

g w

ent

well.

5.

Were

there

any issues w

ith t

he p

erf

orm

ance o

f th

eir

work

?

Co

mp

liance w

ith W

BE

/MB

E r

eq

uirem

ents

?

Were

they p

roactive? W

as t

here

litig

atio

n?

No

. D

efinitely

pro

active

. R

ep

ort

pre

sen

ted

at

OA

C a

nd

co

ntin

ually

im

pro

ved

. N

o.

There

were

no

issues w

ith t

he p

erf

orm

ance o

f th

eir w

ork

.

Co

mp

liant

with W

BE

/MB

E a

nd

alw

ays p

roactive

thro

ug

ho

ut.

No

litig

atio

n.

The y

ear

this

pro

ject

was b

ein

g

do

ne, M

A r

eceiv

ed

a g

reat

am

ou

nt

of

sno

wfa

ll a

nd

Suff

olk

was m

ore

than

reaso

nab

le t

o w

ork

with t

he

Co

lleg

e w

ith s

ched

ule

acco

mm

od

atio

ns.

There

were

no

issues r

eg

ard

ing

Suff

olk

's p

erf

orm

ance

.

They w

ere

in c

om

plia

nce w

ith

WB

E/M

BE

req

uirem

ents

.

Co

nsta

ntly p

roactive t

hro

ug

ho

ut

the p

roje

ct.

There

was

no

litig

atio

n a

t a

ny t

ime d

uri

ng

the p

roje

ct.

There

were

no

issues w

ith S

uff

olk

's p

erf

orm

ance o

n t

he

pro

ject.

They w

ere

co

mp

liant

with a

ll re

quirem

ents

and

were

pro

active t

hro

ug

ho

ut

the la

tter

part

of

desig

n a

nd

into

co

nstr

uc

tio

n le

nd

ing

their e

xp

ert

ise w

here

need

ed

for

so

lutio

ns. T

here

was n

o litig

atio

n.

6.

Were

there

any issues w

ith t

he b

ud

get?

C

hange

Ord

ers

? C

laim

s f

or

ad

ditio

nal w

ork

? D

ocum

enta

tio

n?

Em

ers

on c

arr

ied

co

nting

ency a

nd

Suff

olk

were

go

od

at

manag

ing

all.

Exactly o

n b

ud

get.

No

thin

g o

ut

of

the o

rdin

ary

and

alw

ays w

ork

ed

with t

he

Co

lleg

e r

eg

ard

ing

pri

cin

g t

o k

eep

within

bud

get.

Do

cum

enta

tio

n w

as g

oo

d.

No

issues t

hro

ug

ho

ut

the

pro

ject.

Whe

n t

here

were

questio

ns o

n p

ricin

g,

they w

ere

dis

cussed

, w

ork

ed

thro

ug

h a

nd

reso

lved

rela

ting

to

Chang

e O

rders

.

Pro

jec

t had

yo

ur

typ

ical tig

ht

bud

ge

t and

chang

es w

ere

tig

ht

thro

ug

ho

ut

the p

roje

ct

but

Suff

olk

manag

ed

it

well

keep

ing

their

eye o

n t

he b

ud

get

and

sco

pe.

7.

Did

they m

eet

the s

ched

ule

?

Yes a

nd

beat

it b

y a

co

up

le w

eeks.

Y

es, in

clu

din

g t

he a

cco

mm

od

atio

ns m

ad

e f

or

the

excessiv

e s

no

wfa

ll d

uri

ng

the p

roje

ct.

Yes. S

ched

ulin

g d

isru

ptio

n w

as d

ue t

o c

hang

e in s

enio

r

sta

ff w

hen

lead

ers

hip

left

the c

om

pany f

or

ano

ther

op

po

rtun

ity.

Excelle

nt

manag

em

en

t o

f th

e s

ched

ule

. M

et

all

mile

sto

nes t

hro

ug

ho

ut

on

tim

e.

8.

Ho

w w

ell

did

the c

ontr

acto

r keep

the O

PM

, O

wner

and

o

thers

info

rmed

? D

ay t

o d

ay a

nd

thro

ugho

ut

the

pro

ject?

Co

nstr

uctio

n t

eam

in h

ouse b

ut

cle

rk o

f th

e w

ork

s w

as

basic

ally

co

-lo

cate

d in t

he o

ffic

e.

Very

well

info

rmed

thro

ug

h w

eb

-based

to

ols

that

were

up

date

d in

RealT

ime

. R

eg

ula

r m

eeting

s s

ched

ule

d a

nd

decis

ions m

ad

e, w

ork

thro

ug

h a

ny issues t

ha

t aro

se o

n

the p

roje

ct

Gre

at

co

mm

unic

atio

n, g

rea

t sup

eri

nte

nd

ent

to h

elp

the

job

go

we

ll, r

eg

ula

r m

eetin

gs w

eekly

and

daily

with

diffe

rent

part

ies t

o e

nsure

all

mo

ved

alo

ng

well.

Pro

jec

t M

anag

er

and

Pro

ject

Exec

utive w

ere

gre

at

and

kep

t g

reat

co

mm

unic

atio

n t

hro

ug

ho

ut

the

pro

ject.

Em

ails

were

sent

with a

ll p

art

ies k

ep

t in

the lo

op

, re

gu

lar

meeting

s w

he

ther

it w

as d

aily

with t

he c

rew

or

weekly

with t

he c

onstr

uc

tio

n m

eeting

s f

or

the e

ntire

pro

jec

t.

9.

Ho

w w

ould

yo

u r

ate

the C

M’s

ab

ility

to w

ork

with

every

bod

y? T

rad

e S

ub

contr

acto

rs? N

eig

hb

orh

oo

d?

Scho

ol syste

m? O

vera

ll?

Very

hig

h.

They h

ave g

iven a

no

ther

pro

jec

t to

this

sam

e

team

.

Wo

uld

rate

them

with a

10

ou

t o

f 10

. B

efo

re w

ork

ing

with

them

I w

asn't

co

nvin

ced

as t

heir r

ep

uta

tio

n w

as t

oug

h

but

wo

rkin

g w

ith t

hem

on

this

pro

jec

t, I w

as c

onvin

ced

they w

ere

the b

est

to w

ork

on t

he

pro

ject

sin

ce t

hey w

ere

so

go

od

to

wo

rk w

ith.

They w

ere

gre

at

with a

ll o

f th

e

trad

e c

ontr

acto

rs, co

mm

un

ity a

nd

neig

hb

ors

thro

ug

ho

ut

the p

roje

ct.

They w

ere

gre

at

to w

ork

with

and

we

nt

ab

ove a

nd

beyo

nd

.

Very

go

od

inte

rface w

ith a

ll o

f th

e t

rad

e c

on

tracto

rs,

neig

hb

ors

and

scho

ol em

plo

yees. A

lways w

ork

ing

thro

ug

h s

olu

tio

ns w

here

there

may h

ave b

een issues o

r

co

nflic

ts, key w

as c

om

munic

atio

n a

nd

bein

g o

pen t

o

so

lvin

g t

he p

rob

lem

s.

10.

Wo

uld

yo

u h

ire t

his

co

mp

any a

gain

?

Str

ong p

oin

ts?

Weak p

oin

ts? O

vera

ll satisfa

ctio

n?

Yes, S

tro

ng

team

… v

ery

go

od

at

seq

uencin

g t

he

co

nstr

uc

tio

n a

nd

lo

okin

g m

onth

s a

head

. S

ite a

ccess w

as

limited

96,0

00 s

f b

uilt

thro

ug

h 1

4 f

t o

penin

g.

Fo

und

them

to

be a

n incre

dib

le c

red

ible

fir

m t

o w

ork

with.

Every

thin

g h

ap

pens w

ith

no

excuses f

or

it n

ot

be

ing

acco

mp

lished

. C

ontr

act

was f

air

and

there

are

no

weaknesses t

o s

peak o

f fo

r S

uff

olk

Co

nstr

uctio

n.

Have h

ired

Suff

olk

Co

nstr

uc

tio

n s

evera

l tim

es s

ince t

his

pro

ject.

Str

eng

ths a

re t

hat

Suff

olk

is a

big

machin

e w

ith

lots

of

reso

urc

es. N

o w

eaknesses.

Yes, w

ould

defin

ite

ly w

ork

with

Suff

olk

ag

ain

. T

heir

str

eng

th is b

ein

g a

larg

e f

irm

tha

t is

pro

fessio

na

l and

alw

ays w

ork

ing

thro

ug

h s

olu

tio

ns. H

ave s

ince w

ork

ed

with S

uff

olk

on o

ther

pro

jects

and

been

very

hap

py.

There

are

no

weaknesses w

ith S

uff

olk

.