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Binder One Commonwealth of Virginia PPEA Conceptual Stage Proposal Montgomery County Public Schools Submied By: Firsloor March 21, 2011

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Page 1: FirstFloor PPEA Vol1

Binder One

Commonwealth of Virginia

PPEA Conceptual Stage ProposalMontgomery County Public Schools

Submitted By: FirstfloorMarch 21, 2011

Page 2: FirstFloor PPEA Vol1

333 Fayetteville Street Suite 225

Raleigh, NC 27601Phone: 919-573-6350

Fax: 919-573-6355www.sfla.biz

March 21, 2011

Ms. Brenda BlackburnSuperintendentMontgomery County Public Schools200 Junkin StreetChristiansburg, VA 24073

RE: Montgomery County School Board PPEA Conceptual Stage Proposal

Dear Ms. Blackburn:

Firstfloor will help the Montgomery County Public Schools design and construct state of the art facilities by De-cember 2012 while saving millions of dollars in the following manner:

Cost This proposal outlines our plan to deliver three new schools at a cost substantially below the budget established for this building program. Additionally, our integrated approach to the design and construction of school facilities will save Montgomery County millions of dollars annually by reducing energy consumption by 50%. Our process has proven to consistently produce outstanding results. See Binder 2, tab three for project financing.

DesignA number of considerations inform our collaborative design process, ranging from financial concerns to commu-nity involvement, from how teachers teach, to how students learn in this ever-advancing technologically-oriented world; from energy efficiency and sustainable design to safety and security issues. Our facilities take all this into account in ways that engage students, improve student performance and reduce operating costs. See Binder 2, tab two for detailed project characteristics.

ExperienceThe leadership on this design|build team, comprised of senior staff at SfL+a Architects and New Atlantic Con-tracting, has delivered approximately 1,700,000 square feet together, including 6 high schools and 1 elementary school together. We understand the challenges of educational facility design and construction. Legal and con-sulting services will be provided by Troutman Sanders Strategies. Collectively, this team has extensive expertise and experience assisting governmental entities with public-private partnership projects. See Binder 1, tab one for team experience

Project financing and other proprietary information is located in a separate binder. We request these materials be kept confidential and under the Freedom of Information Act, exempt from public disclosure.

Enclosed you will find fourteen copies of our PPEA Conceptual Stage Proposal with one electronic copy on disc, along with fourteen copies of our separate binder titled “Project Financing and Other Proprietary Information” with one electronic copy on disc. Also, you will find a check in the amount of $25,000 for the project review fee.

We look forward to discussing this exciting project further. Feel free to call me anytime, day or night, on my cell phone if you have questions about this proposal.

Sincerely,

Robbie Ferris, AIA, REFP, LEED APFirstfloor/SfL+a Architects(919) [email protected]

Page 3: FirstFloor PPEA Vol1

TAB ONE: Qualifications and Experience

Organization1a. Identify the legal structure of the firm or consortium of firms making the proposal. Identify the organizational structure for the project, the management approach and how each partner and major subcontractor in the structure fits into the overall team.

Legal StructureThe project presented in this proposal will be developed by Firstfloor MCPS, LLC, a Virginia limited liability company formed specifically for this project.

Organizational StructurePlease refer to the Organizational Chart provided on the next page.

Management ApproachThe Firstfloor team utilizes an integrated design and construction delivery approach. We include all stakeholders’ in decisions and work collaboratively to deliver the project on time and within budget while meeting project goals.

The primary responsibilities of the Firstfloor team are as follows: Firstfloor will develop the project and act as the primary point of contact for the Montgomery County Public Schools (MCPS). Firstfloor will subcontract with the firms listed below: New Atlantic Contracting will provide comprehensive construction services for the project. New Atlantic has extensive experi ence managing construction of complex educational and institutional projects. New Atlantic will subcontract with the follow ing firms:

Lionberger Construction will provide on-site project management services working directly with New Atlantic Con tracting. Licensed in Virginia, Lionberger Construction is located in Roanoke.

ECS will provide geotechnical services ranging from subsurface exploration to geological studies and design recommenda tions. Licensed in Virginia, ECS is located in Roanoke.

KCI will provide independent third-party commissioning of major building systems to optimize building performance.

Troutman Sanders Strategies will provide consulting services for the project. Troutman Sanders has extensive expertise and experience assisting government and private entities with public-private partnership projects. Licensed in Virginia, Troutman Sanders is located in Richmond.

SfL+a Architects will provide architectural and engineering services for the project. SfL+a has gained a broad range of experi- ence in the design of educational facilities having designed 16 new high schools and hundreds of educational projects. SfL+a will subcontract with the following firms:

Timmons Group will provide site planning and development services. The education team offers extensive experience in the design of school facilities allowing them to completely and effectively understand the needs and goals of this project. Licensed in Virginia, Timmons Group is located in Richmond.

Optima Engineering will provide mechanical, electrical and plumbing design services. Optima has been deeply involved in sustainable design, advocating a holistic design approach that coordinates all aspects of the building design to achieve a high level of performance. Fleming Associates and LHC will provide structural engineering design services. Foodesign Associates will act as the foodservice consultant for the project. Foodesign has extensive experience in the design of food service facilities.

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Page 4: FirstFloor PPEA Vol1

First Floor MCPS, LLC

Robbie Ferris AIA, REFP, LEED APPrincipal in Charge of Development

Clark Lewis & Mike WoodsTroutman Sanders

Rick GreenFirstfloorFinancial

Project Construction

New Atlantic Contracting

John MuterPresident

Michael HardmanProject Manager

Lionberger

Sam Lionberger President

Richard LitteltonVice President

Project Testing

ECS Engineering

KCICommissioning

TAB ONE: Qualifications and Experience

Team Organization

Project Construction Project Design Consulting Services

SFLA Architects

Eric Lindstrom, AIA , LEED AP, Project Architect

Ron RiceDirector of Construction

Administration

Steve Daley, PE, LEED APOptima Engineering

PM&E Engineer

Steve Fleming, PEStructural Enginer

Fleming & Associates

John BariaConsultantFoodesign

Montgomery County Public Schools Design Committee

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Page 5: FirstFloor PPEA Vol1

TAB ONE: Qualifications and ExperienceExperience1b. Describe the experience of the firm or consortium of firms making the proposal and the key principals involved in the pro-posed project including experience with projects of comparable size and complexity. Describe the length of time in business, business experience, public sector experience and other engagements of the firm or consortium of firms. Include the identity of any firms that will provide design, construction and completion guarantees and warranties, and a description of such guarantees and warranties.

Team Experience

DesignSfL+a Architects was founded as a “service-oriented firm” in 1982. For more than twenty years that founding principal has not changed. SfL+a Architects creates aestheti-cally pleasing, sustainable, and appropriate spaces for peoples to live, learn, work, play, pray, and actually enjoy being. Our determination to provide architectural excellence through unsurpassed quality is driven by a commitment to communities and the people in them. It is our desire that with each space we have the privilege to design reflects the goals, style, and strength of the comprehensive whole, the “big picture”.

SfL+a Architects specializes in the design of educational facilities having completed bil-lions of dollars in school construction projects since beginning the practice. In the midst of the last recession public owners encountered more difficulty in obtaining financing for their often urgent projects. In response, the ownership of SfL+a Architects formed a separate entity to provide development solutions for our public clients. This venture, known as Firstfloor, has provided development, financial and other consulting services on 24 public-private projects representing approximately 2,000,000 square feet. Togeth-er, SfL+a Architects and Firstfloor offer services ranging from project management to at risk development and facilities operation. We are committed to meeting the needs of all of our clients regardless of complexity and uniqueness.ConstructionBegun in 2002, New Atlantic Contracting has enjoyed remarkable growth with annual revenue exceeding $100,000,000. Our mission is to “Earn Client Trust” and we are intently focused on providing each client a positive experience. The quality, experience, and performance of our people and their ability to establish thorough operating procedures have resulted in successful project completions that exceed ex-pectations. Our management employees have an average 15 year tenure working together and we have earned a reputation for institu-tional knowledge, consistency, quality, and client driven performance. New Atlantic Contracting has constructed 46 educational projects over the past nine years.

New Atlantic Contracting and SfL+a Architects began working together on educational projects in 2006. Since then, a close working re-lationship has formed between the leadership of the two firms that has resulted in approximately 1,700,000 square feet of built educa-tional environments. As able collaborators, Robbie Ferris, CEO of SfL+a Architects and John Muter, President of New Atlantic Contracting have delivered approximately 1,400,000 square feet of buildings together.

Lionberger Construction, a Roanoke based general contracting firm, will work directly with New Atlantic Contracting, providing project management and local resources to the construction effort. Lionberger Construction managers will be on site daily to insure that sched-ules are met, the quality of the work is in accordance with the construction documents, and the project budget is maintained.

Consulting ServicesTroutman Sanders Strategies has been providing government relations and issue management services to corporate clients for more than 25 years. Through a broad array of contacts at the federal, state, and local levels, we advocate for clients’ public policy issues while build-ing better partnerships among governments and business.

Troutman Sanders Strategies has been involved in several major projects brought under the PPEA and its predecessor, the Public-Private Transportation Act (PPTA). We have served as privatization consultant for PPEA proposals for the Northern Virginia Forensics Laboratory, the Cumberland County School System, the City of Radford School System, the Virginia Performing Arts Center, George Mason University, the Virginia Information Technologies IT Consolidation Project, the Southeastern Virginia Training Center (SEVTC) and many projects for localities throughout Virginia.

WarrantyThe project will be bonded through New Atlantic Contracting. Work performed on the project will be covered by a one-year warranty with longer duration warranties (for example and extended roof warranty) provided by the respective subcontractor and material manu-facturer.

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Page 6: FirstFloor PPEA Vol1

Firm Profile - New Atlantic Contracting, Inc

We focus on providing creative, intelligent, and cost effective construction services for a variety of Clients. We are General Contractors and Construction Managers for complex and unique building construction projects. Our market includes institutional, educational, industrial, energy, medical, religious, and housing environments.

Begun in 2002, we have enjoyed remarkable growth, but most important, we have built remarkable projects. Our mission is to “Earn Client Trust” and we are intently focused toward providing each Client a positive experience. The quality, the experi-ence, and the performance of our people and their establishment of thorough operating procedures have resulted in successful project completions that exceed expectations. We are only as good as our last project and we are committed to make sure our Clients are satisfied.

Our management employees have an average tenure of working together for 15 years and we have earned a reputation for deep institutional knowledge, consistency, quality, and Client drove performance.

General Company information (Primary/Main office location)

New Atlantic Contracting, Inc. 2635 Reynolda Road Winston-Salem/North Carolina 27106 Phone (336) 759-7440Fax (336) 759-7445

John D. Muter, President and COO [email protected] David O. Walters, P.E., CEO [email protected]

Licensing information NC General Contractors License # 50851 - Building – Unlimited SC General Contractors License # 110354 – Building – Unlimited Virginia General Contractors License # 2705073614A – Building Class A City of Raleigh Privilege License # A198718 City of Greensboro Privilege License # 22382 City of Winston-Salem Privilege License # 10816 City of High Point Business License # 63386

Surety Company: 2002-2011 Fidelity Deposit Company of Maryland (a Subsidiary of Zurich North American

New Atlantic Contracting has 46 full-time permanent employees.

TAB ONE: Qualifications and Experience

Virginia Cross Elementary School New Atlantic Constructed SfL+a Designed

Jesse Carson High School: New Atlantic Constructed & SfL+a Designed

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TAB ONE: Qualifications and ExperienceFirm Profile - Lionberger Construction Company

Lionberger Construction Company's history of success in the construction industry dating back to 1923 serves as a testimony to this mission.

Our commitment to you is to provide the highest quality of construction services within an atmosphere of mutual trust and respect. Upon your first contact with our firm, we employ all of our capabilities, talents, and experience to demonstrate to you how we not only excel at construction; but at establishing this relationship of trust that can be counted and relied upon for every project we perform for you.

Lionberger Construction Company is a general contractor providing a full range of turn-key construction services. We serve the com-mercial and industrial construction market in central and southwestern Virginia for both design-build and competitive bid projects. We are proud of our reputation of providing the highest quality construction while meeting our clients’ budget and scheduling expectations. Building is an enjoyable experience when you choose Lionberger Construction!

By fully utilizing our individual skills in a collec tive manner, we will strive to provide the high- est quality construction services to our clients while maintaining the Company’s historical commitment to unquestioned integrity. We are committed to being a significant contributor to the betterment of our community and the construction industry.

Lionberger Construction builds a full range of Commercial and Industrial projects ranging from small service projects to large projects in the millions. While we remain highly competi tive in the bid market, we are proud that the majority of our projects are negotiated with local and national clients who regularly come to us for their construction needs. We place much emphasis on proper and thorough up-front planning and establishing clear communication as a key to ensuring a project that flows smoothly. Lionberger Construction’s commitment to excellence and integrity is the driving force in all our decision-making.

We currently have seventeen Project Superintendents providing on-site management. Some of these Superintendents are trained for large projects, others are tasked to handle the numerous service and maintenance projects we do each year for our clients. We take great pride in our long-term relationship with these fine individuals, several of whom are third generation employees of the Company. Our general workforce includes a nucleus of committed and skilled workers, some of whom have been with us for several decades. We believe that the construction experience should be fulfilling and enjoyable for both Clients and employees, resulting in long-lasting rela-tionships.

Christiansburg Aquatic Center Community / Higher Education

Christiansburg ,Virginia

Owner: Town of Christiansburg

Contact: Mr. Glenn Reynolds, AIA

Telephone: 540-552-7575

Construction Cost: $14,000,000

Completion: Winter 2010

PPEA Competitive Aquatic Center

Via College of Osteopathic Medicine Higher Education

Corporate Research Center - Blacksburg ,Virginia

Owner: Edward Via College of Osteopathic Medicine

Contact: Mr. John Rocovich

Chairman, Board of Directors

Telephone: 540-774-8800

Construction Cost: $6,500,000

Completion: July 2003

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Page 8: FirstFloor PPEA Vol1

PROJECT PROFILE

Eastern Yadkin Middle School

Yadkin County Schools East Bend, North Carolina

Owner: Dr. James Benfield Yadkin County Board of Education 121 Washington Street Yadkinville, NC 27055 (336) 679-2051 Architect: Randy Baker Pinnacle Architecture 1020 Crews Road, Suite O Matthews, NC 28105 (704) 847-9851 Project Size106, 832 SF Original Contract $11,939,000 Final Contract $12,243,558 Start: January 17, 2008 Scheduled Completion: October 1, 2009 Actual Completion: September 30, 2009 Project Executive: Ricky Adkins

Planning Oversee Budget and Schedules Project Leadership Provide Oversight

Verifies Goals and Objectives are Met

Graphic Logistics Plan Development

HUB Outreach Project Manager: Jesse Walters

Coordination of Trades Safety and Quality Control Shop Drawing Review Change Order Review Claims Resolutions Schedule Control Commissioning

Superintendent: Steve Green

Project Leadership Design Reviews Trade Coordination Schedule Control Logistics/On Time Deliveries Safety and Quality Assurance Management of Work in Progress Scheduling and Budget Control Constructability Reviews

DESCRIPTION: The Eastern Yadkin Middle School is a 106,832 SF pre-engineered metal frame building with brick exterior walls and a standing seam metal roof. This project consists of two (2) classroom wings, an administration area, a gymnasium, science rooms, an auditorium/stage area cafeteria, and a full kitchen. The site was graded for a future football field, baseball/softball field, soccer field, and tennis courts.

TAB ONE: Qualifications and Experience

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Page 9: FirstFloor PPEA Vol1

PROJECT PROFILE

Jamestown Middle School Guilford County Schools

Jamestown, North Carolina

Owner:Julius Monk Guilford County Schools 617 W. Market Street Greensboro, NC 27401 (336) 370-3486

Architect:Marc Chambers Schenkel Shultz Architects 3800 Paramount Pkwy., Suite 200 Morrisville, NC 27560 (919) 380-2588

Project Size: 162,154 SF

Original Cost: $28,378,056

Final Cost: $27,289,031

Start: October 5, 2008

Scheduled Completion:June 30, 2010

Actual Completion:June 22, 2010

Project Executive: Chip Bruns

Planning Oversee Budget and Schedules Project Leadership Provide OversightVerifies Goals and Objectives are MetGraphic Logistics Plan DevelopmentHUB Outreach

Project Manager: Frank Harris

Coordination of TradesSafety and Quality ControlShop Drawing ReviewChange Order ReviewClaims ResolutionsSchedule ControlCommissioning

Superintendent: Randy Dunmon

Project LeadershipDesign ReviewsTrade CoordinationSchedule ControlLogistics/On Time DeliveriesSafety and Quality AssuranceManagement of Work in ProgressScheduling and Budget ControlConstructability Reviews

DESCRIPTION: At more than 162,000 square feet and a capacity to 1,200 students, Jamestown Middle School is the largest middle school ever constructed by the Guilford County School System. We were selected by the Owner over several of regional and national contractors to act as the Construction Manger at Risk. The project was fast paced and a limited duration to complete that lead New Atlantic Contracting to be awarded the project in multiple phases. Jamestown Middle School is state-of-the-art steel framed building with CMU bearing walls, brick, and insulated metal panel exterior. The interior consisted of classrooms, administration offices, gymnasiums, multi-purpose room with stage, and kitchen. A multi zone boiler and chiller HVAC system, flat TPO roof system, generator, high efficiency lighting controls, and integrated communication systems. We completed the project without any additional days being added over the scheduled completion date. New Atlantic Contracting worked through one of the wettest winters in recent memory and incorporated hundreds of changes through the duration; all without the benefit of running water to the site. We are proud that this project completed ahead of schedule and over a million dollars under budget. The entire project team, including the Owner, Architects, Consultants, and Subcontractors, worked diligently to provide a smooth and timely flow of information to keep the project moving forward.

TAB ONE: Qualifications and Experience

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Page 10: FirstFloor PPEA Vol1

PROJECT PROFILE

Jamestown Middle School Guilford County Schools

Page 2 of 2

SERVICES PROVIDED: Construction Manager at Risk

PRECONSTRUCTION PHASE: Design review, Cost Estimates, Constructability Reviews, Schedule Analysis & Planning, Value Analysis, and Procurement

CONSTRUCTION PHASE: Coordination of Subcontractors, vendors, Suppliers, Safety, Quality Control, Shop Drawing Review, Change order Review, Claims Resolutions, Schedule, and Payment Approval

TAB ONE: Qualifications and Experience

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Page 11: FirstFloor PPEA Vol1

PROJECT PROFILE

Meredith Leigh Haynes-Bennie Lee Inman Education Center

Guilford County SchoolsJamestown, North Carolina

Owner:Julius Monk Guilford County Schools 617 W. Market Street Greensboro, NC 27401 (336) 370-3486

Architect:Frank Williams Pinnacle Architecture 1020 Crews Road, Suite O Matthews, NC 28105 (704) 847-9851

Project Size: 68,000 SF

Original Cost: $11,447,459

Final Cost: $10,604,533

Start: September 1, 2009

Scheduled Completion:August 18, 2010

Actual Completion:August 1, 2010

Project Executive: Chip Bruns

Planning Oversee Budget and Schedules Project Leadership Provide OversightVerifies Goals and Objectives are MetGraphic Logistics Plan DevelopmentHUB Outreach

Project Manager: Chris Zananiri

Coordination of TradesSafety and Quality ControlShop Drawing ReviewChange Order ReviewClaims ResolutionsSchedule ControlCommissioning

Superintendent: Jeff Johnson

Project LeadershipDesign ReviewsTrade CoordinationSchedule ControlLogistics/On Time DeliveriesSafety and Quality AssuranceManagement of Work in ProgressScheduling and Budget ControlConstructability Reviews

DESCRIPTION: One of the first of its kind in North Carolina; this special needs school combines a learning environment with a specialized medically equipped facility. This state-of-the-art school allows severely handicapped and disabled children to learn in a classroom setting and interact with other students and teachers, an opportunity that they may not otherwise have. At 68,000 square feet, the project included classroom spaces, media center, cafeteria/dining, multi-purpose room, medical clinic areas, and administrative areas. Building structure was mostly light-gauge metal framing with light-gauge metal truss roof structure. HVAC system included central chilled water and boiler with four (4) delivery systems to each individual classroom, blower coil units, and automatic Temperature Control system was provided as well.

Design Reviews: The building design for Haynes-Inman Education Center was taken to the 90% level almost three (3) years ahead of the construction phase. New Atlantic compared the older design to the newer Design Guidelines (recently established by Guilford County Schools) to help ensure that the finished product met the expectations of the Owner. Additionally, New Atlantic toured the only other “Special Needs” facility in the Guilford County School System and conducted interviews with the staff to learn about various “requirements” that needed to be incorporated into the project during the design phase.

Document Coordination: Over 100 Preconstruction Phase RFI’s were issued. “Catching” these items during the Preconstruction Phase prior to bidding, reduced the number of bidder questions and potential for confusing addenda. Clear and non-conflicting bid documents result in lower bid prices and less subcontractor confusion during the construction phase.

TAB ONE: Qualifications and Experience

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Page 12: FirstFloor PPEA Vol1

PROJECT PROFILE

Nancy Reynolds Elementary School Stokes County Schools

Westfield, North Carolina

Owner:Dr. Stewart Hobbs 336-593-8146 Stokes County Schools P.O. Box 50 Danbury, NC 27016 (336) 593-8146

Architect:Thomas Balke Little Diversified Architectural 5815 Westpark Drive Charlotte, NC 28217 (704) 525-6350

Project Size: 55,000 SF

Original Cost: $7,665,949

Start: October 7, 2009

Completion:In Progress

Project Executive: Chip Bruns

Planning Oversee Budget and Schedules Project Leadership Provide OversightVerifies Goals and Objectives are MetGraphic Logistics Plan DevelopmentHUB Outreach

Project Manager: Jesse Walters

Coordination of TradesSafety and Quality ControlShop Drawing ReviewChange Order ReviewClaims ResolutionsSchedule ControlCommissioning

Superintendents: Steve Green Randy Dunmon

Project LeadershipDesign ReviewsTrade CoordinationSchedule ControlLogistics/On Time DeliveriesSafety and Quality AssuranceManagement of Work in ProgressScheduling and Budget ControlConstructability Reviews

DESCRIPTION: This project was a very high profile and community sensitive project. The original school was built in the 1920’s by the sons of Nancy B. Reynolds as a tribute to their mother’s dedication to Stokes County and strong educational values it involved. We performed demolition of the existing school, renovated the 1950’s gymnasium, and constructed of a new, 51,608 SF elementary school. The new elementary school is being built closely to resemble original school. The structure is a combination of load bearing masonry walls, structural steel frame, and a light- gauge metal truss roof with shingles and brick exterior.We have successfully addressed the major challenges of the project for the School Board and the community.

Kept the look of the historic school. Maintain the budget.

Scheduled to finish on time; even though the project was delayed two (2) months from starting, we have maintained the original schedule with no additional costs.

SERVICES PROVIDED: Construction Manager at Risk

PRECONSTRUCTION PHASE: Design review, Cost Estimates, Constructability Reviews, Schedule Analysis & Planning, Value Analysis, and Procurement

CONSTRUCTION PHASE: Coordination of Subcontractors, vendors, Suppliers, Safety, Quality Control, Shop Drawing Review, Change order Review, Claims Resolutions, Schedule, and Payment Approval

TAB ONE: Qualifications and Experience

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Page 13: FirstFloor PPEA Vol1

PROJECT PROFILE

DESCRIPTION: Root Elementary Schools is a 78,000 SF steel framed building that has a combination of CMU/brick and metal stud/brick exterior walls. We performed a 62,000 SF Addition and renovations of 16,000 SF. The roofing system is mostly low slope roofs that included some architectural metal roofing. There are twenty four classrooms, administrative areas, kitchen/dining, media center, and computer/music spaces. This project is a single and double story building that features clear story natural light areas and is heated with a central boiler system and cooled with a central chiller system.

SERVICES PROVIDED: Construction Manager at Risk

PRECONSTRUCTION PHASE: Design review, Cost Estimates, Constructability Reviews, Schedule Analysis & Planning, Value Analysis, and Procurement

CONSTRUCTION PHASE: Coordination of Subcontractors, vendors, Suppliers, Safety, Quality Control, Shop Drawing Review, Change order Review, Claims Resolutions, Schedule, and Payment Approval

Root Elementary School Wake County Public School System

Raleigh, North Carolina

Owner:Bruce Hyder 919-856-2974 Wake County Public School System 1429 Rock Quarry Road Raleigh, NC 27610

Architect:John Ramsay Jr. AIA 919-781-0027 Ramsay GMK Architects 3200 Beechleaf St. #901 Raleigh, NC 27604

Project Size: 78,000 SF

Original Cost: $14,910,107

Final Cost: $14,628,726

Start: June 16, 2008

Scheduled Completion:September 10, 2010

Actual Completion:September 4, 2010

Project Executive: Chip Bruns

Planning Oversee Budget and Schedules Project Leadership Provide OversightVerifies Goals and Objectives are MetGraphic Logistics Plan DevelopmentHUB Outreach

Project Manager: Chris Zananiri

Coordination of TradesSafety and Quality ControlShop Drawing ReviewChange Order ReviewClaims ResolutionsSchedule ControlCommissioning

Superintendents: Steve Stancill Todd Cunningham

Project LeadershipDesign ReviewsTrade CoordinationSchedule ControlLogistics/On Time DeliveriesSafety and Quality AssuranceManagement of Work in ProgressScheduling and Budget ControlConstructability Reviews

TAB ONE: Qualifications and Experience

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Page 14: FirstFloor PPEA Vol1

PROJECT PROFILE

Page 2 of 2 Meredith Leigh Haynes-Bennie Lee Inman

Education Center Guilford County Schools

SERVICES PROVIDED: Construction Manager at Risk

PRECONSTRUCTION PHASE: Design review, Cost Estimates, Constructability Reviews, Schedule Analysis & Planning, Value Analysis, and Procurement

CONSTRUCTION PHASE: Coordination of Subcontractors, vendors, Suppliers, Safety, Quality Control, Shop Drawing Review, Change order Review, Claims Resolutions, Schedule, and Payment Approval

Site Development Coordination: New Atlantic assisted with fast track development of the site during the final permitting approval. The time required for site design required that the site be completed in phases to meet the construction schedule. Cut-to-fill analysis during the design phase assisted with finding the optimum finished floor elevation for a “fill” site to allow just enough additional fill material for retaining walls and roads to be designed in subsequent phases.

Value Engineering and Cost Life Cycle Considerations: Various Value Engineering Options and Cost Life Cycle considerations were provided. Examples include Owner provided lease generator in lieu of Owner purchase, non-potable flush water system from roof collection in lieu of potable water, recycled concrete aggregate base course (RCABC) in lieu of natural ABC, and sheet vinyl flooring versus traditional VCT (lower maintenance versus upfront cost).

Trade-Off Studies: New Atlantic evaluated options for installation of various components. Through one trade-off study, New Atlantic identified that it was more cost effective to have the light gauge metal truss provider/installer also install the metal decking over the trusses in lieu of installation by the steel fabricator/erector that provided the decking. The installation of the decking relieved the truss contractor of some temporary bracing requirements and also saved re-mobilization costs from the Steel Erector. This Trade-Off Study saved the Owner $25,000.

TAB ONE: Qualifications and Experience

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TAB ONE: Qualifications and Experience

RESUME

John D. Muter Project Executive, President, and COO

EDUCATION: Bachelor of Science Degree in Construction Technology Bowling Green State University John’s leadership and commitment has had a positive impact in North Carolina HUB development and utilization of education and resources for minority firms across the state. John currently serves on the AIA/AGC Joint Committee, is immediate past AGC Building Chairman and is very involved in State Construction throughout North Carolina. CURRENT PROJECT: Student Health Services North Carolina State University LEED SILVER ACREDITATION GOAL $6.1 Million, New Construction 22,943 SF, Renovation 27,943 SF Sustainable Energy Technology Center (SEnTeC) Institute for Advanced Learning and Research LEED GOLD ACCREDITATION GOAL $7 Million, 25,000 SF SIGNATURE PROJECTS: University of North Carolina at Chapel Hill Phase I and II New Residence Halls Over $100 Million, 725,000 SF 440 West Frank Street Renovation $9.2 Million University of North Carolina at Wilmington Hoggard Hall Classroom Renovation and Addition Galloway Hall Fire Protection Life Safety Westside Hall Burney Center Fisher Student Center Fisher University Union Central Energy Plant Wake County Public School System Multiple New and Renovation Projects, both Lump Sum Bid and Construction Manager at Risk, that included High, Middle, and Elementary Schools

EXPERIENCE: Over 30 Years EXPERIENCE SUMMARY:

Student Housing Experience CM @ Risk Triad & Triangle Subcontractor Market Expertise North Carolina Experience MEP Systems Experience Experience in Occupied Facility Historical Renovation Experience WMBE Development

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TAB ONE: Qualifications and Experience

RESUME

Guilford County Schools Hairston Middle School Faulkner Elementary School Eastern High School CONSTRUCTION MANAGER AT RISK Reedy Fork Elementary School Southeast Middle and High School Preconstruction Services Durham County Public Schools R.N. Harris Integrated Arts and Core Knowledge Magnet School Johnston County Schools Five (5) Middle Schools Sampson County Public Schools Two (2) High Schools CONSTRUCTION MANAGER AT RISK Watauga County Public Schools One (1) High School CONSTRUCTION MANAGER AT RISK New Hanover Public Schools New Hanover County Elementary and Middle School Nash County Public Schools New Nash County High School and Multiple Renovations Moore County Public Schools Moore County Middle School Orange County Public Schools Carrboro High School Dare County Public Schools Kitty Hawk High School Raleigh Convention Center $164 Million, 500,000 SF North Carolina Museum of Art Expansion $86.1 Million, 127,000 SF Global Education Center Project 440 West Frank Street Renovation $9.2 Million

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RESUME

E. Michael Hardman, P.E., LEED AP Project Manager

EDUCATION: Bachelor of Science Degree in Civil Engineering Virginia Tech

Michael has over 12 years of experience working in the construciton industry and has worked with New Atlantic team members since 1999. He builds strong relationships through hardwork and dedication to the Client, as demonstrated through the signification repeat business at the American Hebrew Academy in Greensboro.

Michael is dedicated to preserving the environment while constructing buildings. He spearheaded the first ISO 14001 Program in the United States and has over four (4) years of experience managing an ISO 14001 certified environmental program; this resulted in successfully diverting over 25,000 cubic yards of waste from landfills. He is a registered Professional Engineer and LEED Accredited Professional by the US Building Green Council.

CURRENT PROJECTS: Sustainable Energy Technology Center (SEnTeC) Institute for Advanced Learning and ResearchLEED GOLD ACCREDITATION GOAL $7 Million, 25,000 SF

Cary Community Arts Center $7.8 Million, New Construction 7,000 SF, Renovation 40,000 SF

PROJECT EXPERIENCE: Classroom 7B, Science and Laboratory American Hebrew Academy $8.5 Million, 23,000 SF

Southern Middle School Guilford County Schools $16.2 Million, 137,550 SF

Athletic Center American Hebrew Academy $11 Million, 60,000 SF

Covered Parking Structure American Hebrew Academy $500,000, 4,000 SF (14 Bays)

Pumphouse American Hebrew Academy $2.9 Million, 20,000 SF

Classroom 7 C American Hebrew Academy $8 Million, 37,000 SF

Dining Pavilion American Hebrew Academy $2.7 Million, 23,000 SF

LEED Accredited Professional

YEARS WITH NEW ATLANTIC:Eight (8)

EXPERIENCE: 12

EXPERIENCE SUMMARY: Triad & Triangle Subcontractor Market Expertise North Carolina Experience MEP Systems Experience Experience in Occupied Facility Renovation Experience Higher Education Facility Experience LEED Project Experience K-12 Experience UNC System Experience Science Laboratory Experience

SESRVICES PROVIDED IN PRECONSTRUCTION AND CONSTRUCTION:

Coordination of TradesConstructability ReviewsDesign ReviewsSafety and Quality ControlShop Drawing ReviewChange Order ReviewClaims ResolutionsSchedule ControlCommissioningValue EngineeringProcurementInformation SessionsHUB Outreach

TAB ONE: Qualifications and Experience

{17} SFL+A ARCHITECTS

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RESUME

E. Michael Hardman Page 2 of 2

Investigative Health Exhibit North Carolina Museum of Life and Science $107,981, 2,925 SF Renovation

Visitor’s Education Center for the NC Botanical Garden University of North Carolina at Chapel Hill LEED PLATINUM ACCREDITED $8.9 Million, 31,000 SF

Proctor Hall East and West Greensboro College $6.5 Million, New Construction 40,000 SF, Renovation 28,000 SF

Spartan Softball Stadium University of North Carolina at Greensboro CPN STAR AWARD WINNER $3.2 Million, 8,217 SF

Bioquest II North Carolina Museum of Life and Science PINNACLE AWARD WINNER $7.6 Million, 31,080 SF

Police Department Renovation and Addition New Public Safety Station No. 4 The Town of Apex $8.9 Million, Addition 20,000 SF, Renovation 14,500 SF, New 12,200 SF

TAB ONE: Qualifications and Experience

{18} SFL+A ARCHITECTS

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Christiansburg Aquatic Center Community / Higher Education

Christiansburg ,Virginia

Owner: Town of Christiansburg

Contact: Mr. Glenn Reynolds, AIA

Telephone: 540-552-7575

Construction Cost: $14,000,000

Completion: Winter 2010

PPEA Competitive Aquatic Center

TAB ONE: Qualifications and Experience

{19} SFL+A ARCHITECTS

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Brandon Oaks Assisted Living

Roanoke, Virginia

Owner: Virginia Lutheran Homes

Contact: Jim Doyle

Telephone: 540-562-5443 x110

Construction Cost: Ongoing Projects over the last

6 years

Completion: Ongoing projects

Current Project: BRANDON OAKS

– THE PINES

CONTRACT AMOUNT: $3,855,640.00

COMPLETION:

Summer 2011

ARCHITECT: Perkins Eastman

TAB ONE: Qualifications and Experience

{20} SFL+A ARCHITECTS

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Via College of Osteopathic Medicine Higher Education

Corporate Research Center - Blacksburg ,Virginia

Owner: Edward Via College of Osteopathic Medicine

Contact: Mr. John Rocovich

Chairman, Board of Directors

Telephone: 540-774-8800

Construction Cost: $6,500,000

Completion: July 2003

TAB ONE: Qualifications and Experience

{21} SFL+A ARCHITECTS

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VT Corporate Research Center #25 Higher Education

Blacksburg, Virginia

Owner: Private Developer

Contact: Mr. John Rocovich

Telephone: (540) 774-8800

Construction Cost: $9,000,000

Completion: December 2009

Architect: Reynolds Architects

TAB ONE: Qualifications and Experience

{22} SFL+A ARCHITECTS

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Samuel L. Lionberger, III President

EDUCATION: Graduate: Virginia Polytechnic Institute & State University, Blacksburg, Virginia

Bachelor of Finance and Management

CAREER EXPERIENCE: Assistant Superintendent, Scheduling Coordinator, Job Cost Engineer, Project Manager, Director of Marketing and Development, President

AFFILIATIONS: Vice President, Roanoke District of Associated General Contractors; Roanoke Regional Home Builders Association

TRUST Board of Directors; Board of Directors Virginia’s Junior Miss Program

Chairman of the Roanoke Regional Better Business Bureau

Sam began working with Lionberger Construction in the Fall of 1985 as a laborer. He continued in the field while completing his degrees, moving to position of project clerk and eventually Assistant Project Manager. Sam joined the office staff in August of 1988. He has served in the office as Director of Marketing and Development and assumed the office of President in 2000.

LIONBERGER CONSTRUCTION EXECUTIVE MANAGEMENT EXPERIENCE:

St. Mary’s Catholic Church Blacksburg, Virginia New Church: $ 6.5 Million

Radford University Student Union Radford University New Student Union: $ 7.0 Million

Virginia Tech Electric Service Facility Blacksburg, Virginia New Electric Service Facility: $ 2.2 Million

Christiansburg Aquatic Center Christiansburg, Virginia New Aquatic Facility: $ 14.5 Million

TAB ONE: Qualifications and Experience

{23} SFL+A ARCHITECTS

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Richard B. Littleton, Jr. Executive Vice President

EDUCATION: Virginia Military Institute Lexington, VA U.S. Army Command and General Staff College

U. S. Army War College

CAREER EXPERIENCE: Supt./Proj.Mgr/ Estimator – J. M. Turner & Co. 1973-1983

Proj. Mgr./Dir. of Const. – JESCO – 1983-1990 Vice President – S.H. Sewell & Co. Inc. 1990-1994

Gen. Manager – Sewell Products Inc. 1994-2001 Chief Estimator – Lionberger Construction Co. 2001- 2003 Executive Vice Pres.- Lionberger Construction Co. 2003- Pres.

Rick Littleton is the most senior member of our construction management team. He comes to us with a great amount of construction knowledge learned from “the ground up” as a Field Superintendent and later as a senior manager in construction, manufacturing and the military. Rick’s strengths lie in his estimating and management abilities in all facets of the construction and manufacturing industry. He has the ability to put together organized and timely project estimates, schedules, and anticipated costs from minimal architectural information, owner directions, and conceptual information. He brings invaluable knowledge and experience to assist the owner and architect in determining detailed costs, construction methods and materials, and management expertise which provide the “right stuff” for any project.

CONSTRUCTION ESTIMATING / MANAGEMENT EXPERIENCE INCLUDES:

St. Mary’s Catholic Church Blacksburg, Virginia New Facility: $ 6.5 million

VPI & SU – Whittemore Hall Addition Blacksburg, Virginia New Facility: $ 5.8 million

VA – MD Veterinary Med. School – PH II Blacksburg, Virginia New Facility: $ 8.50 million

VPI & SU – Hann Chemistry Building Blacksburg, Virginia New Facility: $ 14.3 million

TAB ONE: Qualifications and Experience

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Company Profile

SFL+A Architects was founded as a “service-oriented firm” in 1982. For twenty-eight years that founding principle has not changed. SFL+A Archi-tects creates aesthetically pleasing, sustainable, and appropriate spaces for people to live, learn, work, play, pray and actually enjoy being. Our determination to provide architectural excellence through unsurpassed quality is driven by a commitment to communities and the people in them. Today, SFL+A Architects is a growing firm with offices in three North Carolina locations: Fayetteville, Charlotte, and Raleigh. It is our desire that with each space we have the privilege to design reflects the goals, style, and strength of the comprehensive whole, the “big picture”. This comes through collaboration and that critical shared vision. Perhaps all extraor-dinary buildings begin as a dream in someone’s head that was effectively communicated to become a reality.

Firm History

1982 - Robert N. Shuller establishes firm

1994 - The firm is incorporated under the name Shuller / Ferris Associates, Architects, PA.

1994 - The firm becomes Shuller Ferris Johnson & Lindstrom.

1997 - The firm begins renovation of the 60-year old former Fayetteville Independent Light Infantry Armory building located in downtown Fayetteville to serve as its new home.

1998 - The firm completes renovation and moves in to its new offices at 214 Burgess Street, Fayetteville NC.

1999 - The firm is incorporated as Shuller Ferris Lindstrom & Associates. We opened our Charlotte office.

2000 - SFL+A Architects welcomes a sister company, Firstfloor, Inc. Firstfloor is a company specifically designed to provide turnkey project development, including student housing and capital leasing for public schools. (www.firstfloor.biz)

2005 - The firm is incorporated as SFL+A Architects, PA

2006 - SFL+A Architects opens its Raleigh office.

Primary Services

A well-designed building is the result of individuals’ ideas being success-fully fused. Our team is a special composite of people who excel at what they do and enjoy collaborating with others. They are well versed and deeply experienced in a broad array of services, including architectural design, space planning, programming, construction administration, site planning, interior and graphic design and specialties such as public private partnerships.

In-House Professional Services Offered:architecture and related services • building design• site planning• interior design• green design (7 LEED accredited professionals)• site selection• master planning• contract administration• quality control• bid process & evaluation• space planning & analysis• program management• life cycle cost analysis•

1. Legal entity: SfL+a Architects

Office location: 333 Fayetteville Street, Suite 225, Raleigh, NC 27601

Type of Business: S Corporation

State of Incorporation: North Carolina

FEIN: 56-1844624

Name and Title of Person Authorized to enter into an agree-ment: Robert W. Ferris, President/CEO

Project Design

TAB ONE: Qualifications and Experience

{25} SFL+A ARCHITECTS

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Service to be provided : Plumbing, Mechanical & Electrical Engineering Optima Engineering1927 South Tryon Street Suite 300Charlotte, N.C. 28203POC : Keith PehlP: 704.338.1292F: 704.338.9974 Located in Charlotte, NC, Optima Engineering is an award winning, multi-disciplined engineering design firm specializing in Mechanical, Electrical, Plumbing, Fire Protection, Lighting, and Sustainable Design. We also offer both basic and full Commissioning Services.

Optima Engineering also has been extremely involved in SUSTAINABLE DESIGN. A proper engineering design is a necessity for any facility to be successful. For a building to be high performance, all aspects of design have to be coordinated in a holistic design approach from day one. The variety of projects designed by Optima Engineering has enabled us to develop our experience with many engineering systems. This background of knowledge enables us to assemble a sustainable design engineering team to meet any challenge.Project Experience with SfL+aNew Rocky Mount High School New Century International Elementary School and Public LibraryGreen Ridge Elementary SchoolEastern Guilford High School Replacement & Modular Village Highfalls Elementary School Addition & RenovationWestmoore Elementary School AdditionRobbins Elementary School Addition & RenovationSandhills Farm Life Elementary School Addition & Renovation

Energy Analysis Experience with SfL+aRowan County High SchoolNorthern Guilford High SchoolClinton High SchoolMidway High SchoolUnion High SchoolEastern Guilford High SchoolWatauga High School;Virginai Cross Elementary SchoolMillsbridge Elementary SchoolSummit Park Elementary SchoolEthan Shive Elementary SchoolOverhills Elementary SchoolDon Stead Elementary SchoolAngier Elementary SchoolBoone Trail Elementary SchoolMargaret Pollard Middle School;Snipes Academy of Art and Design

Service to be provided: Structural Engineering

Fleming & Associates, P.A.Consulting Engineers1004 Hay StreetFayetteville, NC 28305POC: Steve FlemingP: (910) 433-2825F: (910) 433-2604

Fleming & Associates, P.A. provides structural engineering design services for educational, institutional, commercial, justice, reli-gious, medical, and industrial buildings, infrastructure repair, foren-sic investigations, special structures, and foundation design. They have provided structural design and consultation in North Carolina and South Carolina for the past 25 years to include over 175 new schools or school additions for grades K-12.

Project Experience with SfL+aNew Rocky Mount High School Eastern Guilford High School Northern Guilford High SchoolClinton High SchoolJack Britt High SchoolGray’s Creek High School

Fleming & SFLA teamed on an additional 135 school projects

Service to be provided: Civil/Landscape Engineering

Timmons Group5410 Trinity Road, Suite 112Raleigh, NC 27607POC: Andrew MoriarityP: (919) 866-4951F: (919) 859-5663

Timmons Group’s education division offers specialized engineering services for educational clients and facilities. We are dedicated to assisting schools, colleges and universities in meeting their conceptual planning and site development needs. Our education team is devoted entirely to serving the needs of the educational community. Our extensive experience in the design of school facilities allows us to completely and effectively understand your needs and vision for your school project.

Project Experience with SfL+aPollard Middle SchoolBlenheim K8Alamance Career & Technical High SchoolScotland Wagram Classroom Addition

TAB ONE: Qualifications and Experience

{26} SFL+A ARCHITECTS

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Project Experience with SFL+A

New Rocky Mount High School {LEED Gold} Eastern Guilford High School Northern Guilford High School Jesse C. Carson High School Clinton High School Union High School Midway High School Gray’s Creek High School East Bladen High School West Bladen High School Jack Britt High School Overhills High School Bertie High School Salemburg Elementary School Plain View Elementary School Ethan H. Shive Elementary School Elizabeth Duncan Koontz Elementary School Millbridge Elementary School Virginia Cross Elementary School Jordan-Matthews High School Cafeteria Addition Clement Elementary School Addition Sunset Park Elementary School Addition / Renov. & Study

Don D. Steed Elementary School Overhills Elementary School New Century International Elementary School and Public Library & Info. Ctr.

Morton Elementary School Addition & Renovation Hawk Eye Elementary School Kitchen/Cafeteria Addition

Briar Chapel Middle School Angier Elementary School Addition Sandy Grove Middle School Boone Trail Elementary School, New

Serevice to be provided: Food Service Design

Foodesign Associates, Inc5828 Oak DriveCharlotte NC 28227-6070POC: John BarjaP: 704-545-6151

Foodesign Associates was established in 1977, and since then has served the architectural community as a food facilities consulting firm in all phases of the industry. We are a nationally recognized firm with significant experience in the design of food service facilities as shown on our experience list.In addition to our design activities, our firm has been instrumental in providing pre-design studies as well as existing facility reports for federal, state, and local projects. Our services have included system-wide evaluations and recommendations for compliance with the latest code and standard requirements pertaining to food service systems and equipment.

Jack Britt HS Cumberland County

TAB ONE: Qualifications and Experience

Jack Britt HS Cumberland County

{27} SFL+A ARCHITECTS

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Structural Engineer

LHC Engineers1015 Wade AvenueRaleigh NC 27605P: (919) 832-5587F: (919) 833-3929

In the expansion and continuation of the Engineering Company established in 1971 by Robert E. Lasater, Sr. and Robert P. Hopkins, the reorganized firm of Lasater · Hopkins · Chang, P. C. (LHC) was created in 1996. Robert P. Hopkins serves as Chairman and President with Robert E. Lasater, Jr. and T. Y. Chang as Vice Presidents. With the projects undertaken earlier, and their combined efforts, they have compiled an extensive list of structural achievements found throughout North Carolina and other southeastern states.

LHC currently maintains a staff of six (6) engineers, five (5) draftsmen or technical personnel, and two (2) administrative persons. All production drawings are accomplished utilizing the AutoCad software system. It is the philosophy and practice of LHC that one of the principals is always intimately involved with each project. In order to ensure compliance with the design documents, and offer the Contractor and the Owner the best possible service, either a principal or the project design engineer performs the construction reviews at each critical stage of the project.

LHC has in the past provided structural engineering services for Architects and private individuals with cost of construction ranging from ten thousand ($10,000) to sixty million dollars ($60,000,000).

Experience with SFLA

Union High School

Midway High School

Sandy Greove Middle School

New Century International Elementary School

Bertie High School

Alamance Career and Technical High School

Stokes County Elementary School

Jones County Gymnasium Addition

TAB ONE: Qualifications and Experience

New Century International Elementary SchoolTeamed with SfL+a

{28} SFL+A ARCHITECTS

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Twelve SfL+a projects are registered through the USGBC.

With all of our design architects being LEED Accredited Professionals, the firm has a total commitment to sustainable and energy efficient practices. We design buildings for our clients in ways that reflect responsibility to energy consumption, sustainability,

generational community experience of the structure, and occupant well being. We look to Energy Star to define the accomplishments and focus on energy efficiency as a fundamental strategy to our practice of architecture. We design “NET-ZERO” facilities by integrating mechanical systems, high-output lighting, daylight harvesting, air-barrier design, solar heating, and photo-voltaic array design strategies and associated tax credits, thus resulting in uniquely cost-effective project solutions for our clients.

We define high performance buildings as buildings that increase the performance of the occupants and decrease the total cost of ownership of the facility. Our goal is to reduce the total cost of ownership through a continual analysis of first-cost versus life-cycle costs in the assessment of all systems, materials and components design. Our “Dragonfly” prototype is a LEED Platinum project that creates 50% more energy than it needs to operate.

HIGH PERFORMANCE BUILDINGSAll of our new buildings are designed to earn the Energy Star

LEED Platinum Designed, Energy Star - New Century International ES & Public Library, Cumberland County, NCLEED Certified, Energy Star - ABSS Career & Technical Educ. Ctr, Alamance County, NCLEED Gold Registered, Energy Star - Rocky Mount HS, Nash County, NCLEED Gold Registered, Energy Star - Pollard MS, Chatham County, NCLEED Silver Registered, Energy Star- Watauga HS, Watauga County, NCLEED Silver Registered, Energy Star - Snipes Academy of Arts & Design, New Hanover County, NCLEED Silver Designed, Energy Star - Methodist University, Greek House, Fayetteville, NCLEED Silver Designed, Energy Star - Northern & Eastern Guilford High Schools, Guilford County, NCLEED Silver Designed, Energy Star - Hoke Family Medical Center, Hoke County, NCLEED Silver Registered, Energy Star - Blenheim ES/MS, Marlboro County, SCLEED Silver Registered, Energy Star - Latta Early Childhood Ctr, Dillon County, SCLEED Silver Registered, Energy Star - Dillon MS, Dillon County, SCLEED Silver Registered, Energy Star- Renaissance Hall, Fayetteville State University, Fayetteville, NC

We typically incorporate the following energy conserving measures (ECMs) into our buildings. These measures typically result in an energy savings of approximately 50%.

Foam Cavity Wall Insulation• High Output T-5 Lights• Ground Source Geothermal HVAC• 8” Roof Insulation• Compact Design• Energy Star Appliances & Equipment• Day Lighting• High Performance Glass•

TAB ONE: Qualifications and Experience

{29} SFL+A ARCHITECTS

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Rocky Mount High School

DescriptionAcademic Classrooms•Central Atrium That Serves As The Commons For The School•1500 Seat Gymnasium•300 Seat Auxiliary Gym•250 Seat Black Box•Multi-Purpose Theatre•Media Center•Culinary Arts Program•Automotive Technology•JROTC•Weight Room•Training Room•Construction Technology•Self-Contained and Exceptional Children Learning Center•Technology and Production Labs•Science Classrooms•Distance Learning Lab•Multiple Teacher And Student Collaboration/Project Rooms•

Dates Services were Performed: 4/2009 - 8/2012 est

Name & Phone for Owner’s POC: Mark Strickland, 252-462-2511

LEED Gold

Registered

Construction Budget: $40,000,000

Base Bid Amount: $35,392,000

Percent Over or Under Budget: 11.5% under budget

Total square footage: 248,000 sf

Student Capacity & Core: 1200 capacity/1300 core

The entire project is served by a Water Source Heat Pump utilizing a closed loop ground source geothermal system.

2nd Floor1st Floor

TAB ONE: Qualifications and Experience

{30} SFL+A ARCHITECTS

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Midway High School

DescriptionAcademic Classrooms, •Central Commons Area •Agriculture•Technology•Special Education•Art And Band Classrooms•Social Studies / Math Wing •English / Foreign Language Wing•Support Areas•Computer Labs •Faculty Rooms•Central Commons Area•Cafeteria/Commons/Kitchen Area•Music/Band•

Dates Services were Performed: 7/2005 - 7/2008

Name & Phone for Owner’s POC: Anthony Vann, 910-592-4111

Construction Budget: $26,000,000

Base Bid Amount: $24,893,000

Percent Over or Under Budget: 4% under budget

Total square footage: 155,708 sf

Student Capacity & Core: 800 capacity/1000 core

The entire building is served by a 4 pipe mechanical system.

First Floor Second FloorSecond Floor

Built in 18 months

TAB ONE: Qualifications and Experience

{31} SFL+A ARCHITECTS

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Clinton High School

DescriptionAcademic Classrooms•Workforce Development Classrooms•Main Gymnasium•Auxiliary Gymnasium•Auditorium - 700 seat•Media Center•Arts Education Classrooms•Administrative Offices•Guidance/Counseling Office •Business Center•Cyber Cafe•Cafeteria/Commons/Kitchen Area•JROTC Wing•Music/Band•

Dates Services were Performed: 7/2005 - 7/2008

Name & Phone for Owner’s POC: Clyde Locklear, 910-592-3132

Construction Budget: $25,000,000

Base Bid Amount: $24,986,050

Percent Over or Under Budget: .05% under budget

Total square footage: 181,025 sf

Student Capacity & Core: 1000 capacity/1200 core

The entire building is served by a 4 pipe mechanical system.

$138 /sf

TAB ONE: Qualifications and Experience

{32} SFL+A ARCHITECTS

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Union High School

DescriptionAcademic Classrooms•Central Commons Area •Agriculture•Technology•Special Education•Art And Band Classrooms•Social Studies / Math Wing •English / Foreign Language Wing•Support Areas•Computer Labs •Faculty Rooms•Central Commons Area•Cafeteria/Commons/Kitchen Area•Music/Band•

Dates Services were Performed: 7/2005 - 7/2008

Name & Phone for Owner’s POC: Anthony Vann, 910-592-4111

Construction Budget: $26,000,000

Base Bid Amount: $25,210,000

Percent Over or Under Budget: 3% under budget

Total square footage: 155,708 sf

Student Capacity & Core: 800 capacity/1000 core

The entire building is served by a 4 pipe mechanical system.

First Floor

Second Floor

Built in 18 months

TAB ONE: Qualifications and Experience

{33} SFL+A ARCHITECTS

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Northern Guilford High School

DescriptionAn Auditorium•A Gymnasium•Athletics Locker •Weight Rooms•Cafeteria/Commons/Kitchen Area•Music/Band/Choir Room•Art Areas•Administrative/Counseling Areas•Media/Technology Center•Classrooms Wings•Workforce Development Classrooms•

LEED Silver

Designed

Dates Services were Performed: 5/2004 - 6/2009

Name & Phone for Owner’s POC: Andy Larowe, 336-669-1693

Construction Budget: $45,000,000

Base Bid Amount: $44,937,000

Percent Over or Under Budget: .01% under budget

Total Square Footage: 265, 486 sf

Student Capacity & Core: 1200 capacity/1600 core

The entire building is served by a 4 pipe mechanical system.

First Floor Second Floor

TAB ONE: Qualifications and Experience

{34} SFL+A ARCHITECTS

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Eastern Guilford High School

LEEDSilverDesigned

General description of project:SFL+A teamed with our proposed subcontracting partner, Barnhill Construction, for this CM at Risk project. This 273,195 sq ft precast load-bearing concrete building is the replacement for the original HS, which burned. As a re-use of a prototype, the schedule was accelerated and was designed and constructed in twenty-two months and included the construction of a modular village to temporarily house the students. It includes educational and training classrooms, operations/admin area, recreational facilities including a field house, multiple types of ball fields, running track, tennis courts, and weight room, and a kitchen and dining facility capable of serving over 1,600 students. The building is designed to LEED Silver standards and incorporates many green features to include daylighting and energy efficient materials and systems. The building will reduce energy consumption by 30% of the ASHRAE 90.1 2004 baseline.

TAB ONE: Qualifications and Experience

{35} SFL+A ARCHITECTS

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Main Floor

First Floor

Second Floor

LEEDSilver

Registered

Watauga High School

DescriptionAn Auditorium•Two Gymnasiums - Main & Auxilliary•Athletics Locker •Weight Rooms•Cafeteria/Commons/Kitchen Area•Music/Band/Choir Room•Art Areas•Administrative/Counseling Areas•Media/Technology Center•Classrooms Wings•Workforce Development Classrooms•

Dates Services were Performed: 12/2006 - 7/2010

Name & Phone for Owner’s POC: Dr. Marty Hemric, 828-264-7190

Construction Budget: $61,000,000

Base Bid Amount: $60,315,991

Percent Over or Under Budget: 1.1% under budget

Total square footage: 285,196 sf

Student Capacity & Core: 1500 capacity/1800 core

The entire project is served by a Water Source Heat Pump utilizing a closed loop ground source geothermal system.

TAB ONE: Qualifications and Experience

{36} SFL+A ARCHITECTS

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Second Floor

First Floor

Jesse Carson High School

DescriptionAn Auditorium•A Gymnasium•Athletics Locker •Weight Rooms•Cafeteria/Commons/Kitchen Area•Music/Band/Choir Room•Art Areas•Administrative/Counseling Areas •Media/Technology Center•Classrooms Wings•Workforce Development Classrooms•

Dates Services were Performed: 6/2004 -08/2007

Name & Phone for Owner’s POC: Gene Miller, 704-630-6002

Construction Budget: $27,000,000

Base Bid Amount: $26,438,000

Percent Over or Under Budget: 2% under budget

Total square footage: 225,405 sf

Student Capacity & Core: 1500 capacity/1500 core

The entire buidling is served by a 4 pipe mechanical system.

TAB ONE: Qualifications and Experience

Constructed by New Atlantic

{37} SFL+A ARCHITECTS

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Northern Guilford HS

Overhills HS

Jack Britt HS

Eastern Guilford HS

Jesse Carson HS

Union HS

Gray’s Creek HS

Clinton HS

Midway HS

West Bladen HS

East Bladen HS

TAB ONE: Qualifications and Experience

{38} SFL+A ARCHITECTS

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Summary of InsuranceGeneral Liability Insurance: Nationwide, Policy Number ACP BPOM 2222950878, Effective 12/31/09

Errors and Omissions/Professional Liability Insurance: Continental Casualty, Policy Number, AEH 004314701, Effective 2/1/09Automobile Insurance: Erie Insurance Exchange, Policy Number Q11 2730330, Effective 11/27/2009

Workers Compensation Insurance: Nationwide, Policy Number ACP WC 2222950878, Effective 12/31/09

References

Nash-Rocky Mount Schools - Mr. Mark Strickland, Special Assistant of Auxiliary Services: 252-462-2511, [email protected]

Sampson County Schools - Mr. Anthony Vann, Exec. Director of Auxiliary Services: 910-592-4111, [email protected]

Harnett County Schools - Mr. John Birath, Director Facilities & Planning: 910-893-4808, [email protected]

TAB ONE: Qualifications and Experience

{39} SFL+A ARCHITECTS

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TAB ONE: Qualifications and Experience

Robbie Ferris, AIA, REFP, LEED® AP

Job Title: CEO/Principal in Charge / Director of Product Development

Past Roles & Responsibilities: Project Manager & Project Architect

Professional Registrations & Certifications: - Registered Architect - NC, GA, SC, VA, NY, NJ, FL, TN- LEED Accredited Professional- Certified Building Code Instructor- Registered Educational Facilities Planner- NCARB

Office Location: Raleigh

Years Service with the Firm: 18

List of Representative Projects While Serving in a Similar Role:New High SchoolsRocky Mount High School, Nash-Rocky Mount SchoolsWatauga High School, Watauga County SchoolsEastern Guilford High School, Guilford County SchoolsUnion High School, Sampson County SchoolsMidway High School, Sampson County SchoolsClinton High School, Clinton City SchoolsNorthern Guilford High School, Guilford County SchoolsJesse Carson High School, Rowan-Salisbury SchoolsOverhills High School, Harnett County SchoolsGray’s Creek High School, Cumberland County SchoolsEast Bladen High School, Bladen County SchoolsWest Bladen High School, Bladen County SchoolsBertie High School, Bertie County SchoolsJack Britt High School, Cumberland County SchoolsAlamance Career and Technical High SchoolOther High Performance BuildingsBlenheim K8, Marlboro County Schools (SC)New Century International ES, Cumberland County SchoolsPollard Middle School, Chatham County SchoolsSnipes Academy of Art & Design, New Hanover County Schools Methodist University Greek HouseHoke Family Medical CenterLatta Early Childhood Development Center, Dillon County Schools (SC)Dillon Middle School, Dillon County Schools (SC)Fayetteville State University Renaissance Hall

New High SchoolsRocky Mount High School, Nash-Rocky Mount SchoolsWatauga High School, Watauga County SchoolsEastern Guilford High School, Guilford County SchoolsUnion High School, Sampson County SchoolsMidway High School, Sampson County SchoolsClinton High School, Clinton City SchoolsNorthern Guilford High School, Guilford County SchoolsJesse Carson High School, Rowan-Salisbury SchoolsOverhills High School, Harnett County SchoolsGray’s Creek High School, Cumberland County SchoolsEast Bladen High School, Bladen County SchoolsWest Bladen High School, Bladen County SchoolsBertie High School, Bertie County SchoolsJack Britt High School, Cumberland County Schools

Other High Performance BuildingsBlenheim K8, Marlboro County Schools (SC)New Century International Elementary School, Cumberland County

SchoolsPollard Middle School, Chatham County SchoolsSnipes Academy of Art & Design, New Hanover County Schools Methodist University Greek HouseHoke Family Medical CenterLatta Early Childhood Development Center, Dillon County Schools (SC)Dillon Middle School, Dillon County Schools (SC)Fayetteville State University Renaissance Hall

Eric J. Lindstrom, AIA, LEED AP

Job Title: Principal, Design Leader

Past Roles & Responsibilities: Project Manager & Project Architect

Professional Registrations & Certifications: - Registered Architect - NC, SC, FL- LEED Accredited Professional- NCARB

Office Location: Fayetteville Years Service with the Firm: 17

List of Representative Projects While Serving in a Similar Role

{40} SFL+A ARCHITECTS

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Optima Team Leader Project Management - Steven R. Daley, P.E., LEED AP - Managing Principal / Mechanical Engineer Steve has overall responsibility for both mechanical and plumb-ing staff and projects at Optima. Steve is also the lead mechani-cal engineer for most extremely complex projects as well as LEED projects. He is responsible for the quality control of the plumbing and mechanical plans for all engineers on staff. He is lead Energy Modeler at the firm, having assisted a major software firm in updating and making their energy modeling software more user friendly. His understanding and grasp of energy modeling makes him the energy modeling expert at Optima.

Education Ohio University, Athens, Ohio B.S. Mechanical Engineering 1997, Summa Cum Laude

Professional RegistrationsResponsible for Management, HVAC-Plumbing and Fire Protec-tion Production and Quality Control. Steve oversees all of Optima’s Project Managers and handles overall project scheduling. Steve is responsible for Leadership, Project Management, HVAC Production and Quality Control. As a Mechanical Engineer, Steve works closely with clients to calculate building loads, select the most efficient HVAC system, design an effective layout, coordinate with other dis-ciplines to ensure a productive working design, and solve issues in the construction field. Steve specializes in the mechanical system design of educational facilities.Noted Projects includes: Newton Conover Middle School, Rocky Mount High School (LEED), Western Elementary School, Central District Elementary School, Pilot Mountain Middle School, St Franciscan School – Community Center, Chapel, and Early Child-hood Learning Center (LEED), South Mecklenburg High School Science Building, Idlewild Elementary School, The Fletcher School Classroom Building, Albemarle City Hall, Highway 29 Medical Office Building, Airport Center Building O (Carolinas Healthcare System), Hillandale Elementary School (LEED), Catawba College Dorm Geo-thermal System, Myers and Chapman Office (LEED)

Ron Rice

Job Title: Principal, Principal in Charge of Construction Administration

Past Roles & Responsibilities: Construction Administrator, Quality Control Manager

Professional Registrations & Certifications: Construction Quality Manager

Office Location: Fayetteville Years Service with the Firm: 14

List of Representative Projects While Serving in a Similar Role

New High SchoolsClinton High SchoolMidway High SchoolUnion High School

Other High Performance BuildingBlenheim K8, Marlboro County Schools (SC)New Century International Elementary School, Cumberland

County SchoolsMethodist University Greek HouseHoke Family Medical CenterLatta Early Childhood Development Center, Dillon County Schools (SC)Dillon Middle School, Dillon County SchoolsFayetteville State University Renaissance Hall

Other Relevant K12 ProjectsDixon HS Addition & RenovationEast Carteret H.S. Addition & RenovationLake View M.S. Addition to Lake View H.SBoone Trail Elementary SchoolOverhills Elementary SchoolAngier Elementary SchoolDon D. Steed Elementary SchoolLillington-Shawtown Elementary School

Steve Daley, P.E., LEED AP

TAB ONE: Qualifications and Experience

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TAB ONE: Qualifications and ExperienceConsulting Services

Troutman Sanders Strategies (TSS) has been providing government relations and issue management services to corporate clients for more than 25 years. Through a broad array of contacts at the federal, state, and local levels, TSS advocates for clients’ public policy issues while building better partnerships among governments and business. TSS has been involved in several major projects brought under the PPEA and its predecessor, the Public-Private Transportation Act (PPTA). TSS has served as privatization consultant for PPEA proposals for the Northern Virginia Forensics Laboratory, the Cumberland County School System, the City of Radford School System, the Virginia Performing Arts Center, George Mason University, the Virginia Informa-tion Technologies IT Consolidation Project, the Southeastern Virginia Training Center (SEVTC) and many projects for localities throughout Virginia.

Key Principals

Clark H. Lewis, Principal, VirginiaClark will be the chief consultant for all privatization issues related to the Project. Clarks’ work on public-private partnership projects and related issues has become a foundation for his involvement and expertise on statewide PPEA proposals. He has been involved in PPEA proposals for:

Northern Virginia Forensic Laboratory Clark served as chief privatization consultant for the Northern Virginia Forensics Laboratory PPP Project. The Commonwealth of Virginia selected the Team through the PPP process to build the Northern Virginia Forensics Laboratory in Prince William County, Virginia. The project size is approximately 62 million dollars.

George Mason University Clark served as privatization counsel for public-private projects submitted by third-parties to George Mason University.

City of Radford School Board Clark served as chief privatization consultant for the construction of a new school in the City of Radford, Virginia. The City selected the Team through the PPEA process. The project size is approximately 16 million dollars.

Cumberland County School Board Clark served as chief privatization consultant for the construction of a new school in Cumberland County, Virginia. The County selected the Team through the PPEA process. The project size is approximately 35 million dollars.

Virginia Performing Arts Center Clark served as chief privatization consultant to construct and operate the VPA in Richmond, Virginia. The City of Richmond selected the Team through the PPEA process. The project size is approximately 60 million dollars.

Southeastern Virginia Training Center (SEVTC) Clark serves as chief privatization consultant to construct new residential units and community homes for residents at the current Southeastern Virginia Training Center. The Commonwealth of Virginia recently selected the Team through the PPEA process. The project size is approximately 24 million dollars.

Clark also is co-author of, “Some Thoughts on Experiences with the PPEA,” Journal on Local Government Law, Virginia State Bar Local Government Law Section (2004) and Co-author, Keane, Nancy Ellen, “A New Tool For Procurement In Virginia - Learning To Use The PPEA,” Virginia Construction Journal, April 2006. He has seven years of experience working with projects of comparable size and complexity.

Mike Woods, Senior Manager, State Government Affairs, Virginia Mike will serve as consultant for all privatization issues related to the Project. Since joining Troutman Sanders Strategies, Mike has represented a number of national business interests and associations before the Virginia General Assembly and the Executive Branch on business issues, insurance, tax policy, natural resources, public safety, procurement and budget-related issues. He also has had substan-tial experience with PPEA proposals including:

Northern Virginia Forensic Laboratory Southeastern Virginia Training Center

Previous Experience: House Majority Leader, Political/Grassroots Director Iron Ox Consulting, Vice President-Legislative Direction Foundation 2002, Political/Grassroots Director Shuford, Rubin & Gibney, Legislative Coordinator Republican Party of Virginia, Deputy Political Director

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TAB ONE: Qualifications and Experience

Point of Contact1c. Provide the names, addresses, and telephone numbers of persons within the firm or consortium of firms who may be con-tacted for further information.

Primary Point of ContactRobbie Ferris, AIA, REFP, LEED AP Firstfloor | SfL+a ArchitectsCEO/PresidentCapital Bank Plaza333 Fayetteville St., Ste 225Raleigh, NC 27601(919) 573-6341Direct Line: 919-610-2251

Financial Statements1d. Provide a current or most recently audited financial statement of the firm or firms and each partner with an equity interest of twenty percent or greater.

Refer to Binder 2 TAB ONE: Qualifications and Experience

Conflict of Interests1e. Identify any persons known to the proposer who would be obligated to disqualify themselves from participation in any transaction arising from or in connection to the project pursuant to the Virginia State and Local Government Conflict of Interests Act, Chapter 31 of Title 2.2.

After careful review of the Virginia State and Local Government Conflict of Interests Act, Chapter 31 of Title 2.2, First Floor is unaware of anyone on person associated with our team who would be obligated to disqualify themselves from participation in any transaction arising from or in connection to this project. 

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TAB TWO: Project CharacteristicsProject Description2a. Provide a description of the project, including the conceptual design. Describe the proposed project in sufficient detail so that type and intent of the project, the location, and the communities that may be affected are clearly identified.

Refer to Binder 2 TAB TWO: Project Description

School Board Involvement2b. Identify and fully describe any work to be performed by the School Board.

In the interest of promoting a collaborative building venture, it is important to clarify the important roles that each team member must perform to ensure the ultimate success of the project. To that end, Firstfloor will rely on timely and constructive input from the Mont-gomery County School Board (MCSB) throughout the design, building, and occupancy phases of the project. MCSB already has taken some important steps in defining the scope of this project, including adopting the budget, acquiring the sites, and adopting the basic educational programs. The next step will be to select a qualified PPEA proposal to move forward to the Detail Phase, which will conclude with the MCSB approving the construction contract.

During the design and construction phases the MCSB, with assistance from the entire project team, should consider establishing com-munity relations goals that will guide the board, staff and other team members as we solicit community involvement and engage district staff, parent groups, and other agencies. The MCSB will act as the primary point of contact with the media to ensure a smooth flow of information to and from school users and the broader community. As part of this communication plan, MCSB will be expected to periodi-cally provide progress reports at regularly scheduled board meetings.

Permits and Approvals2c. Include a list of all federal, state, and local permits and approvals required for the project and a schedule for obtaining such permits and approvals.

The construction of the Blacksburg High School and the Auburn High and Middle Schools will require the following state permits: Virginia Stormwater Management Program (VSMP) permit issued by the Virginia Department of Conservation and Recreation (VDCR). Land Use permit issued by the Virginia Department of Transportation (VDOT). Virginia Department of Environmental Quality (VDEQ).

The construction of the Blacksburg High School will require the following permits issued by the Town of Blacksburg: Land Disturbance Permit Conditional Use Permit General Building Permit Demolition Permit Certificate of Occupancy

The construction of the Auburn High and Middle Schools will require the following permits issued by Montgomery County: Land Disturbance Permit General Building Permit Demolition Permit Certificate of Occupancy

The list identified above represents typical permit requirements for the state and each local jurisdiction. Any other permits or approval processes required by the Commonwealth or local governments will be stated in the general conditions of the project specifications.

Adverse Impacts2d. Identify any anticipated adverse social, economic and environmental impacts of the project. Specify the strategies or actions to mitigate known impacts of the project.

Given the nature of this project and the level of public support shown to date, we do not anticipate any adverse social, economic, or environmental impacts arising from the construction of these schools. It should be noted that the MCSB and district staff have done a significant amount of front end work in defining and advancing the planning of these two project sites. Our proposal recognizes this ef-fort and builds upon the approved strategies outlined in the district’s Capital Improvement Plan.

Positive Impacts2e. Identify the projected positive social, economic and environmental impacts of the project.

It is evident that the events surrounding the collapse of the Blacksburg High School gymnasium roof have rippled throughout the region. The need to relocate this student population necessarily impacted other student bodies and their supporting communities. By replacing the Blacksburg High School with a new state of the art facility the reversal of these forced relocations can begin to make each affected

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Positive Impacts2e. Identify the projected positive social, economic and environmental impacts of the project. (con’t)community whole. Likewise, replacing both the aging Auburn High School and Middle School simultaneously, expeditiously completes the Auburn campus. Students from the Riner and Pilot communities will be welcomed back to a completed “village” of facilities designed to meet their educational needs. It is not an overstatement to suggest that such a robust and decisive building campaign will have a sig-nificant positive impact on life in these deeply affected communities.

The very nature of building these school facilities will be an economic boon to the region. Local businesses will be asked to participate, by supplying building materials, or providing skilled labor, or offering needed services. Long after the construction activity subsides, the region will benefit from the acquisition of new facilities at a favorable cost. The savings will have translated into a lower bond issue, resulting in a substantially lower tax increase than originally contemplated given the magnitude of the undertaking.

No less significant is the potential to offset the environmental impact of this project by incorporating many green building practices in the design, construction, and operation of these facilities. The Firstfloor is committed to the highest level of building performance. We are prepared to lead the MCSB and the community at large toward a more sustainable building program, whether the goal is a LEED certified building or net-zero energy performance. A zero energy use building would not only benefit the environment, but would benefit the dis-trict’s bottom line as well. Whether the goal is net-zero and/or LEED Gold, Firstfloor can deliver the best school for Montgomery County.

Proposed Schedule2f. Identify the proposed schedule for the work on the project, including the estimated time for completion.

Refer to Binder 2 TAB TWO: Project Characteristics

Timely Completion2g. Propose allocation of risk and liability for work completed beyond the agreement’s completion date and assurance for timely completion of the project.

The completion date presented in this proposal will be accomplished provided all parties’ stay focused on the schedule and make deci-sions in a timely manner. Firstfloor has identified the schedule risks along with risk mitigation plans for the timely completion of the proj-ect and we are willing to be held responsible for liquidated damages as negotiated by the Montgomery County School Board. Firstfloor and New Atlantic Contracting will provide performance and payment bonds for the entire amount of the contract. Ownership and Use of Project2h. State assumptions related to ownership, legal liability, law enforcement, and operation of the project and the existence of any restrictions on the School Board’s use of the project.

Firstfloor has proposed several financing/ownership options (refer to Binder 2). In all options the MCPS or a related legal entity will be the operator of the project and will carry its own insurance. The MCPS will be responsible for law enforcement, building maintenance and janitorial services. If the Private Funding Option is selected by the MCPS, Firstfloor will be the owner of the facility. The MCPS would lease the land to Firstfloor, with Firstfloor leasing the building and land back to the MCPS. It is assumed that with Option the Private Funding Option property taxes would pass through to the MCPS or simply not be assessed.

Phased Opening2i. Provide information relative to phased or partial openings of the proposed project prior to completion of the entire work.

All three new school facilities are scheduled for opening in December 2012. Once the new buildings are complete and occupied, First-floor will move forward with the demolition of the existing Auburn Middle School, as well as, the selective demolition of the additions to the historic Auburn High School. Finally, work will commence on renovating the remaining section of the existing high school building. Renovation work and final site landscaping will be complete by the summer of 2013.

Assumptions2j. List any other assumptions relied on for the project to be successful.

Many of the financial assumptions are detailed in Binder 2. More generally, Firstfloor will rely on the continued cooperation of the MCSB, district staff, township and county agencies, as well as, state level agencies with jurisdiction over this project. We are confident in our team’s ability to identify and manage the many interacting facets of this challenging project – essential to our ultimate success is an equal sense of urgency from all stakeholders in this undertaking. We are assuming that sense of urgency is felt by all.

Contingencies2k. List any contingencies that must occur for the project to be successful.

Firstfloor has developed many large public buildings in less time than conditions permit for this project. We have developed projects for public agencies that could not obtain conventional governmental financing. We have encountered almost every problem imaginable,

TAB TWO: Project Characteristics

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Contingencies2k. List any contingencies that must occur for the project to be successful. (con’t)

including bankrupt sub-contractors and bankrupt bonding companies. While we do not anticipate any such eventualities for this project, we have learned to manage intensely and be prepared for the challenges each project presents. Based on this experience, we have built project contingencies into this proposal and are ready to begin work immediately. 

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TAB THREE: Project Financing

3a. Provide a preliminary estimate and estimating methodology of the cost of the work by phase, segment, or both.

Refer to Binder 2 TAB THREE: Project Financing

3b. Submit a plan for the development, financing, and operation of the project showing the anticipated schedule on which funds will be required. Describe the anticipated costs of and proposed sources and uses for such funds including any anticipated debt service costs. The operational plan should include appropriate staffing levels and associated cost. Include supporting due diligence studies, analyses, or reports.

Refer to Binder 2 TAB THREE: Project Financing

3c. Include a list and discussion of assumptions underlying all major elements of the plan. Assumptions should include all sig-nificant fees associated with financing given the recommended financing approach. In addition complete disclosure of interest rate assumptions should be included. Any ongoing operational fees, if applicable, should also be disclosed as well as any assumptions with regard to increases in such fees.

Refer to Binder 2 TAB THREE: Project Financing

3d. Identify the proposed risk factors and methods for dealing with these factors.

Refer to Binder 2 TAB THREE: Project Financing

3e. Identify any local, state, or federal resources that the proposer contemplates requesting for the project. Describe the total commitment, if any, expected from governmental sources and the timing of any anticipated commitment. Such disclosure should include any direct or indirect guarantees or pledges of the School Board’s credit or revenue.

Refer to Binder 2 TAB THREE: Project Financing

3f. Identify the amounts and the terms and conditions for any revenue sources.

Refer to Binder 2 TAB THREE: Project Financing

3g. Identify any aspect of the project that could disqualify the project from obtaining tax-exempt financing.

Refer to Binder 2 TAB THREE: Project Financing

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TAB FOUR: Project Benefit and Compatability

Project Benefits4a. Identify who will benefit from the project, how they will benefit, and how the project will benefit the overall community, region, or state.

The Firstfloor strategy outlined in this proposal offers a direct benefit to the MCSB, the overall school district, the broader region, and the Virginia Commonwealth by meeting the district’s stated facility replacement goals with state of the art school facilities, delivered on time, and for significantly less cost than planned.

The Firstfloor proposal allows the MCSB to move forward with high quality school design that addresses the CRITICAL school facility needs identified in the capital improvement plan.

The replacement of the Blacksburg High School. The construction of this high school will finally resolve the crisis caused by the collapse of the gymnasium roof and subsequent abandon-ment of the current Blacksburg High School. This event forced the temporary displacement of these high school students – it is time to return them to a state of the art facility designed for their educational needs, located in their community.Likewise, the events that have so dramatically affected the high school student population have also affected the middle school students, who have been relocated to an alternate facility making way for the displaced high school students. While their new home in Christians-burg has been reworked to meet their needs, the fix is temporary. The construction of a new high school will allow the middle school program to return to a facility designed to meet their educational needs.Addressing this critical facility need and facilitating the return of both the high school and middle school populations to facilities designed to meet their respective educational needs is a benefit to not only the affected students and their families, but to the broader community that these schools serve.

The replacement of the Auburn High School.Prior to the unforeseen events occurring at the Blacksburg High School and its ripple effect, the Auburn High School was slated as the next in line for replacement. In fact, initial planning for the Auburn High School is underway and is being utilized, in conjunction with this proposal, to expedite the design and construction of this facility.Addressing this critical and urgent facility need will allow the MCSB to expeditiously address the most pressing need identified in the cur-rent comprehensive capital plan. This will benefit the school district as a whole and the most immediate communities of Riner and Pilot. The renovation and repair of the current Auburn High School for use as the Auburn Middle School.The current plan is to renovate the current high school for use as the future Auburn Middle School. However, this would mean waiting for the completion of the new high school and the subsequent renovation of the entire facility. An aggressive schedule would shoot for a late 2014 occupancy for the refurbished structure. Firstfloor proposes building a new facility to house the middle school educational pro-gramming. This new middle school would be built concurrent with the new high school on the same campus, allowing the existing facility to stay in use until the new facilities are complete. Recognizing the historic and cultural value of this school building, Firstfloor proposes saving the original 1936 school building and the selective demolition of the remainder of the structure. The salvaged historic structure would be stabilized and renovated for use as a community asset.Addressing this aging structure, while providing a new school facility that meets the needs of the Auburn Middle School student body, will provide a tremendous benefit to the MCSB, the Auburn strand, and the surrounding community.

The Firstfloor proposal allows the MCSB to move forward with a fast track design-build process that addresses the URGENT time issues facing these school facilities.

Firstfloor recognizes the importance of a timely resolution to the current critical facility needs. The acceptance of this proposal, submit-ted under the guidelines of the PPEA process will allow the MCSB to move forward immediately and reap the benefits of a much faster project delivery method. This will ultimately allow occupancy of all three school facilities by December 31, 2012.

Firstfloor is committed to serving the needs of the MCSB, which may demand beginning work under this proposal immediately. If First-floor is the only firm selected to advance to the Detail Phase, we will begin working with the Board’s designated staff to engage the local communities and project stakeholders and finalize each school’s programming and design direction.

The First Floor proposal allows the MCSB to move forward with a project that will offer a significant savings over the initial planned costs of $124,600,000.

The initial plan for the replacement of the Auburn and Blacksburg high schools and the repair and renovation of the current Blacksburg High School (for use as a middle school) established the following budget: Auburn High School $44,600,000 Blacksburg High School $57,500,000 Auburn Middle School $22,500,000

For an in depth discussion and analysis of project costs and funding strategies, please, refer to Binder 2 {48} SFL+A ARCHITECTS

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TAB FOUR: Project Benefit and Compatability

Public Support4b. Identify any anticipated public support or opposition, as well as any anticipated government support or opposition, for the project.

The unfortunate collapse of the Blacksburg High School gymnasium roof triggered a series of difficult decisions by the Montgomery County School Board (MSCB) that has resulted in the displacement students as the unsafe facility was abandoned. The pressing need to replace this new high school, likewise, has caused a reexamination of the Boards priorities related to the construction and repair of facili-ties across the entire district.

These actions have caused widespread debate in each of the communities affected – the community of Blacksburg is anxious to see the high school replaced and their displaced children returned to quality educational facilities located within the Town of Blacksburg. Under-standably, the communities of Riner and Pilot are concerned that unplanned events not derail progress on the design and construction of the new Auburn High School and the substantial renovation or replacement of the Auburn Middle School, as both projects were desig-nated critical and urgent in the MCSB Capital Improvement Program.

While initial public sentiment was mixed as details of the plan to rebuild were introduced, much of concern was focused on the potential of a severe increase in local taxes required to fund a projected $124,600,000 effort. The MCSB facilitated an ongoing dialogue that even-tually led to the passage of a resolution that presented a framework for moving the rebuilding project forward with substantial commu-nity support. This solution proposes the sale of surplus school properties to raise capital and an incremental and phased approach to any tax increases required to fund construction with no tax increase for a minimum of two years.

It is the intent of this proposal to implement the strategy outlined by the MCSB and accepted by the broader community at a SUBSTAN-TIAL COST SAVINGS that will ease some of the financial concerns that have surrounded the project. Given the due diligence invested by all parties to reach a consensus plan to move forward and our ability to provide quality schools well under the established budget, we anticipate widespread and meaningful public and governmental support of the project.

Community Engagement4c. Explain the strategy and plans that will be carried out to involve and inform the general public, business community, and gov-ernmental agencies in areas affected by the project.

The First Floor project team has extensive experience assisting school districts to facilitate community participation in order to incorpo-rate their views and needs into the decision making process. This will require a strong commitment by the School Board and district staff towards raising awareness about the school design and building process, listening to public views and comments about the process and acting upon this feedback.

The purpose of the community engagement strategy is to co-ordinate, guide and manage the district’s approach to public involvement. This means supporting and enabling participation in shaping the educational programming that leads to school facilities more closely aligned to the needs and expectations of students and parents, the general public, the business community and local agencies in areas affected by this project. Generally speaking, this strategy will be carried out by: Increasing public awareness about the project and identifying opportunities to become involved in learning about and shaping the project. Building on existing methods of communication to ensure a smooth flow of information as the project progresses. Conducting public information sessions to share essential information about the school design and building process. Providing a comprehensive public information campaign to reach the broader community including the general public, elected officials, public agencies, businesses, and parent groups.

Economic Benefits4d. Describe the anticipated significant benefits to the community, region or state, including anticipated benefits to the economic condition of the School Board and whether the project is critical to attracting or maintaining competitive industries and businesses to the School Board, Montgomery County, or the surrounding region.

It can certainly be argued that the lack of a high school facility in the Town of Blacksburg has had a detrimental effect on the community and the local economy. Moving forward with the timely construction of a new high school will have a deep and lasting effect on creating a stable environment that will drive the local economy forward. Indeed, the construction activity alone, as local trades are encouraged to participate, will be an economic development driver.

While the Riner and Pilot communities have not had to suffer the adverse effects of losing a local school facility, expediting the new school design and construction process will likewise have an immediate beneficial impact on the local economy.

Once this project is complete, the MCSB will have addressed three projects identified as critical and urgent, resolved an unexpected crisis, and freed the district from obligations inherent in the care of several surplus properties. Add to this the substantial savings proposed under this PPEA proposal, and the MCSB will find itself in a much better financial and operations position entering 2013.

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Compatibility4e. Describe compatibility with the local comprehensive plan, local infrastructure development plans, the capital improvements budget, or other government spending plan.

First Floor recognizes the effort put forth by the MCSB and the broader community in framing a resolution to the critical and urgent need to address the three schools identified in this proposal. The intent is clear, to provide high quality facilities and educational programs that meet the broad range of needs in the Blacksburg, Riner and surrounding areas, as articulated by the Montgomery County 2025 Compre-hensive Plan.

Participation4f. Provide a statement setting forth participation efforts that are intended to be undertaken in connection with this project with regard to the following types of businesses: (i) minority-owned businesses, (ii) woman-owned businesses, and (iii) small businesses.

Firstfloor constantly endeavors to increase SWaM (Small, Women-owned and Minority-owned) participation in all facets of business. Identifying and developing relationships with qualified SWaM contractors is an important aspect of this project. These efforts will be monitored, tracked and reported by a designated SWaM Program Manager. The aim of this program is as follows:

Achieve the respect and appreciation of diversity in the construction industry. Ensure local SWaM firms, which specialize in the required scope of work for this project, have the resources, communications, and tools necessary to ensure a financially sound and successful project. Foster growth within the industry and the local community.

TAB FOUR: Project Benefit and Compatability

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