Beruflich Dokumente
Kultur Dokumente
Commonwealth of Virginia
PPEA Conceptual Stage Proposal
Montgomery County Public Schools
Submitted By:
Firstfloor
March 21, 2011
March 21, 2011
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.
Design
A 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.
Experience
The 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,
Legal Structure
The project presented in this proposal will be developed by Firstfloor MCPS, LLC, a Virginia limited liability company formed specifically
for this project.
Organizational Structure
Please refer to the Organizational Chart provided on the next page.
Management Approach
The 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.
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.
Team Organization
Project Testing
First Floor MCPS, LLC
ECS Engineering
Robbie Ferris AIA, REFP, LEED AP
Principal in Charge of Development KCI
Commissioning
Design
SfL+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.
Construction
Begun 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 Services
Troutman 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.
Warranty
The 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.
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.
Virginia Cross Elementary School
New Atlantic Constructed
General Company information (Primary/Main office location) SfL+a Designed
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
Jesse Carson High School: New Atlantic Constructed & SfL+a Designed
Lionberger Construction Company's history of success in the construction industry dating back to
1923 serves as a testimony to this mission.
Owner:
Edward Via College of
Osteopathic Medicine
Contact:
Mr. John Rocovich
man, Board of Directors
Telephone:
540-774-8800
Construction Cost:
$6,500,000
Completion:
{7} SFL+A ARCHITECTS
July 2003
TAB ONE: Qualifications and Experience
Owner:
PROJECT PROFILE Dr. James Benfield
Yadkin County Board of Education
121 Washington Street
Eastern Yadkin Middle School Yadkinville, NC 27055
(336) 679-2051
Yadkin County Schools
Architect:
East Bend, North Carolina Randy Baker
Pinnacle Architecture
1020 Crews Road, Suite O
Matthews, NC 28105
(704) 847-9851
Scheduled Completion:
October 1, 2009
Actual Completion:
September 30, 2009
Project Executive:
Ricky Adkins
Planning
Oversee Budget and Schedules
DESCRIPTION: The Eastern Yadkin Middle School is a 106,832 SF pre-engineered Project Leadership
metal frame building with brick exterior walls and a standing seam metal roof. This Provide Oversight
project consists of two (2) classroom wings, an administration area, a gymnasium, Verifies Goals and Objectives are Met
science rooms, an auditorium/stage area cafeteria, and a full kitchen. The site was Graphic Logistics Plan Development
graded for a future football field, baseball/softball field, soccer field, and tennis HUB Outreach
courts.
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
Owner:
PROJECTPROFILE Julius Monk
Guilford County Schools
617 W. Market Street
Jamestown Middle School Greensboro, NC 27401
(336) 370-3486
Guilford County Schools
Architect:
Jamestown, North Carolina Marc Chambers
Schenkel Shultz Architects
3800 Paramount Pkwy., Suite 200
Morrisville, NC 27560
(919) 380-2588
Scheduled Completion:
June 30, 2010
Actual Completion:
June 22, 2010
Project Executive:
Chip Bruns
Planning
Oversee Budget and Schedules
DESCRIPTION: At more than 162,000 square feet and a capacity to 1,200 Project Leadership
Provide Oversight
students, Jamestown Middle School is the largest middle school ever
Verifies Goals and Objectives
constructed by the Guilford County School System. We were selected by the are Met
Owner over several of regional and national contractors to act as the Graphic Logistics Plan
Construction Manger at Risk. The project was fast paced and a limited Development
HUB Outreach
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 Project Manager:
Frank Harris
framed building with CMU bearing walls, brick, and insulated metal panel
Coordination of Trades
exterior. The interior consisted of classrooms, administration offices, Safety and Quality Control
gymnasiums, multi-purpose room with stage, and kitchen. A multi zone Shop Drawing Review
Change Order Review
boiler and chiller HVAC system, flat TPO roof system, generator, high Claims Resolutions
efficiency lighting controls, and integrated communication systems. We Schedule Control
completed the project without any additional days being added over the Commissioning
scheduled completion date. New Atlantic Contracting worked through one of Superintendent:
the wettest winters in recent memory and incorporated hundreds of changes Randy Dunmon
Project Leadership
through the duration; all without the benefit of running water to the site. We Design Reviews
are proud that this project completed ahead of schedule and over a million Trade Coordination
dollars under budget. The entire project team, including the Owner, Schedule Control
Logistics/On Time Deliveries
Architects, Consultants, and Subcontractors, worked diligently to provide a Safety and Quality Assurance
smooth and timely flow of information to keep the project moving forward. Management of Work in
Progress
Scheduling and Budget Control
Constructability Reviews
{9} SFL+A ARCHITECTS
TAB ONE: Qualifications and Experience
PROJECTPROFILE
{10} SFL+A ARCHITECTS
TAB ONE: Qualifications and Experience
Owner:
PROJECTPROFILE Julius Monk
Guilford County Schools
617 W. Market Street
Meredith Leigh Haynes-Bennie Lee Inman Greensboro, NC 27401
(336) 370-3486
Education Center
Architect:
Guilford County Schools Frank Williams
Jamestown, North Carolina Pinnacle Architecture
1020 Crews Road, Suite O
Matthews, NC 28105
(704) 847-9851
Scheduled Completion:
August 18, 2010
Actual Completion:
August 1, 2010
Project Executive:
Chip Bruns
Planning
DESCRIPTION: One of the first of its kind in North Carolina; this special needs Oversee Budget and Schedules
school combines a learning environment with a specialized medically equipped Project Leadership
Provide Oversight
facility. This state-of-the-art school allows severely handicapped and disabled
Verifies Goals and Objectives
children to learn in a classroom setting and interact with other students and
are Met
teachers, an opportunity that they may not otherwise have. At 68,000 square feet,
Graphic Logistics Plan
the project included classroom spaces, media center, cafeteria/dining, multi-purpose
Development
room, medical clinic areas, and administrative areas. Building structure was mostly
HUB Outreach
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 Project Manager:
individual classroom, blower coil units, and automatic Temperature Control system Chris Zananiri
was provided as well. Coordination of Trades
Safety and Quality Control
Design Reviews: The building design for Haynes-Inman Education Center was Shop Drawing Review
Change Order Review
taken to the 90% level almost three (3) years ahead of the construction phase. New
Claims Resolutions
Atlantic compared the older design to the newer Design Guidelines (recently
Schedule Control
established by Guilford County Schools) to help ensure that the finished product met Commissioning
the expectations of the Owner. Additionally, New Atlantic toured the only other
“Special Needs” facility in the Guilford County School System and conducted Superintendent:
interviews with the staff to learn about various “requirements” that needed to be Jeff Johnson
Project Leadership
incorporated into the project during the design phase.
Design Reviews
Trade Coordination
Document Coordination: Over 100 Preconstruction Phase RFI’s were issued.
Schedule Control
“Catching” these items during the Preconstruction Phase prior to bidding, reduced Logistics/On Time Deliveries
the number of bidder questions and potential for confusing addenda. Clear and non- Safety and Quality Assurance
conflicting bid documents result in lower bid prices and less subcontractor confusion Management of Work in
during the construction phase. Progress
Scheduling and Budget Control
Constructability Reviews
{11} SFL+A ARCHITECTS
TAB ONE: Qualifications and Experience
Owner:
PROJECTPROFILE Dr. Stewart Hobbs
336-593-8146
Stokes County Schools
Nancy Reynolds Elementary School P.O. Box 50
Stokes County Schools Danbury, NC 27016
(336) 593-8146
Westfield, North Carolina
Architect:
Thomas Balke
Little Diversified Architectural
5815 Westpark Drive
Charlotte, NC 28217
(704) 525-6350
Completion:
In Progress
Project Executive:
Chip Bruns
Planning
Oversee Budget and Schedules
Project Leadership
Provide Oversight
Verifies Goals and Objectives
DESCRIPTION: This project was a very high profile and community sensitive are Met
project. The original school was built in the 1920’s by the sons of Nancy B. Graphic Logistics Plan
Reynolds as a tribute to their mother’s dedication to Stokes County and Development
strong educational values it involved. We performed demolition of the HUB Outreach
existing school, renovated the 1950’s gymnasium, and constructed of a new,
51,608 SF elementary school. The new elementary school is being built Project Manager:
Jesse Walters
closely to resemble original school. The structure is a combination of load Coordination of Trades
bearing masonry walls, structural steel frame, and a light- gauge metal truss Safety and Quality Control
roof with shingles and brick exterior. Shop Drawing Review
We have successfully addressed the major challenges of the project for the Change Order Review
School Board and the community. Claims Resolutions
Schedule Control
Kept the look of the historic school. Commissioning
Maintain the budget.
Scheduled to finish on time; even though the project was delayed two Superintendents:
Steve Green
(2) months from starting, we have maintained the original schedule Randy Dunmon
with no additional costs. Project Leadership
SERVICES PROVIDED: Construction Manager at Risk Design Reviews
Trade Coordination
PRECONSTRUCTION PHASE: Design review, Cost Estimates, Constructability Schedule Control
Reviews, Schedule Analysis & Planning, Value Analysis, and Procurement Logistics/On Time Deliveries
Safety and Quality Assurance
CONSTRUCTION PHASE: Coordination of Subcontractors, vendors, Suppliers, Management of Work in
Progress
Safety, Quality Control, Shop Drawing Review, Change order Review, Claims
Scheduling and Budget Control
Resolutions, Schedule, and Payment Approval
Constructability Reviews
{12} SFL+A ARCHITECTS
TAB ONE: Qualifications and Experience
Owner:
Bruce Hyder
919-856-2974
PROJECTPROFILE Wake County Public School
System
1429 Rock Quarry Road
Raleigh, NC 27610
Root Elementary School Architect:
Wake County Public School System John Ramsay Jr. AIA
919-781-0027
Raleigh, North Carolina Ramsay GMK Architects
3200 Beechleaf St. #901
Raleigh, NC 27604
Scheduled Completion:
September 10, 2010
Actual Completion:
September 4, 2010
Project Executive:
Chip Bruns
Planning
Oversee Budget and
Schedules
Project Leadership
Provide Oversight
Verifies Goals and Objectives
are Met
Graphic Logistics Plan
Development
HUB Outreach
Project Manager:
Chris Zananiri
Coordination of Trades
Safety and Quality Control
DESCRIPTION: Root Elementary Schools is a 78,000 SF steel framed building that has a Shop Drawing Review
combination of CMU/brick and metal stud/brick exterior walls. We performed a 62,000 SF Change Order Review
Addition and renovations of 16,000 SF. The roofing system is mostly low slope roofs that Claims Resolutions
included some architectural metal roofing. There are twenty four classrooms, administrative Schedule Control
areas, kitchen/dining, media center, and computer/music spaces. This project is a single Commissioning
and double story building that features clear story natural light areas and is heated with a
Superintendents:
central boiler system and cooled with a central chiller system.
Steve Stancill
Todd Cunningham
SERVICES PROVIDED: Construction Manager at Risk Project Leadership
Design Reviews
PRECONSTRUCTION PHASE: Design review, Cost Estimates, Constructability Reviews,
Trade Coordination
Schedule Analysis & Planning, Value Analysis, and Procurement Schedule Control
Logistics/On Time Deliveries
CONSTRUCTION PHASE: Coordination of Subcontractors, vendors, Suppliers, Safety, Safety and Quality Assurance
Quality Control, Shop Drawing Review, Change order Review, Claims Resolutions, Management of Work in
Schedule, and Payment Approval Progress
Scheduling and Budget
Control
Constructability Reviews
{13} SFL+A ARCHITECTS
TAB ONE: Qualifications and Experience
PROJECTPROFILE
Page 2 of 2
Meredith Leigh Haynes-Bennie Lee Inman
Education Center
Guilford County Schools
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).
{14} SFL+A ARCHITECTS
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 EXPERIENCE:
Over 30 Years
Carolina HUB development and utilization of education and resources
for minority firms across the state. John currently serves on the EXPERIENCE SUMMARY:
AIA/AGC Joint Committee, is immediate past AGC Building Chairman Student Housing Experience
and is very involved in State Construction throughout North Carolina. CM @ Risk
Triad & Triangle Subcontractor
Market Expertise
CURRENT PROJECT: North Carolina Experience
Student Health Services MEP Systems Experience
North Carolina State University Experience in Occupied
LEED SILVER ACREDITATION GOAL Facility
$6.1 Million, New Construction 22,943 SF, Renovation 27,943 SF Historical Renovation
Experience
WMBE Development
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
RESUME
EDUCATION:
Bachelor of Science Degree in Civil Engineering
Virginia Tech
Michael has over 12 years of experience working in the construciton industry and has
LEED Accredited Professional
worked with New Atlantic team members since 1999. He builds strong relationships
through hardwork and dedication to the Client, as demonstrated through the YEARS WITH NEW ATLANTIC:
signification repeat business at the American Hebrew Academy in Greensboro. Eight (8)
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
E. Michael Hardman
Page 2 of 2
Bioquest II
North Carolina Museum of Life and Science
PINNACLE AWARD WINNER
$7.6 Million, 31,080 SF
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
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
ARCHITECT:
Perkins Eastman
Current Project:
BRANDON OAKS
– THE PINES
CONTRACT AMOUNT:
$3,855,640.00
COMPLETION:
Summer 2011
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
Owner:
Private Developer
Contact:
Mr. John Rocovich
Telephone:
(540) 774-8800
Construction Cost:
$9,000,000
Completion:
December 2009
Architect:
Reynolds Architects
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.
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.
Company Profile
SFL+A Architects was founded as a “service-oriented firm” in 1982. For
1. Legal entity: SfL+a Architects
twenty-eight years that founding principle has not changed. SFL+A Archi-
Office location: 333 Fayetteville Street, Suite 225, Raleigh, NC tects creates aesthetically pleasing, sustainable, and appropriate spaces
27601 for people to live, learn, work, play, pray and actually enjoy being. Our
Type of Business: S Corporation determination to provide architectural excellence through unsurpassed
quality is driven by a commitment to communities and the people in
State of Incorporation: North Carolina them. Today, SFL+A Architects is a growing firm with offices in three North
FEIN: 56-1844624 Carolina locations: Fayetteville, Charlotte, and Raleigh. It is our desire that
with each space we have the privilege to design reflects the goals, style,
Name and Title of Person Authorized to enter into an agree- and strength of the comprehensive whole, the “big picture”. This comes
ment: Robert W. Ferris, President/CEO
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.
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
Firm History they do and enjoy collaborating with others. They are well versed and
1982 - Robert N. Shuller establishes firm deeply experienced in a broad array of services, including architectural
design, space planning, programming, construction administration, site
1994 - The firm is incorporated under the name Shuller / Ferris
Associates, Architects, PA. planning, interior and graphic design and specialties such as public private
partnerships.
1994 - The firm becomes Shuller Ferris Johnson & Lindstrom.
1997 - The firm begins renovation of the 60-year old former Fayetteville In-House Professional Services Offered:
Independent Light Infantry Armory building located in • architecture and related services
downtown Fayetteville to serve as its new home. • building design
1998 - The firm completes renovation and moves in to its new offices at • site planning
214 Burgess Street, Fayetteville NC. • interior design
• green design (7 LEED accredited professionals)
1999 - The firm is incorporated as Shuller Ferris Lindstrom & Associates.
• site selection
We opened our Charlotte office.
• master planning
2000 - SFL+A Architects welcomes a sister company, Firstfloor, Inc. • contract administration
Firstfloor is a company specifically designed to provide turnkey • quality control
project development, including student housing and capital
• bid process & evaluation
leasing for public schools. (www.firstfloor.biz)
• space planning & analysis
2005 - The firm is incorporated as SFL+A Architects, PA • program management
2006 - SFL+A Architects opens its Raleigh office. • life cycle cost analysis
Energy Analysis Experience with SfL+a Fleming & Associates, P.A. provides structural engineering design
Rowan County High School services for educational, institutional, commercial, justice, reli-
Northern Guilford High School gious, medical, and industrial buildings, infrastructure repair, foren-
Clinton High School sic investigations, special structures, and foundation design. They
Midway High School have provided structural design and consultation in North Carolina
Union High School and South Carolina for the past 25 years to include over 175 new
Eastern Guilford High School schools or school additions for grades K-12.
Watauga High School;
Virginai Cross Elementary School Project Experience with SfL+a
Millsbridge Elementary School New Rocky Mount High School
Summit Park Elementary School Eastern Guilford High School
Ethan Shive Elementary School Northern Guilford High School
Overhills Elementary School Clinton High School
Don Stead Elementary School Jack Britt High School
Angier Elementary School Gray’s Creek High School
Boone Trail Elementary School
Margaret Pollard Middle School; Fleming & SFLA teamed on an additional 135 school projects
Snipes Academy of Art and Design
W ith 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.
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
LEED
Gold
Registered
1st Floor
2nd Floor
Built in
18 months
First Floor
Union High School
Description
• Academic Classrooms
• Central Commons Area Built in
• Agriculture 18 months
• 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 Second Floor
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.
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TAB ONE: Qualifications and Experience
LEED
Silver
Designed
Northern Guilford High School Dates Services were Performed: 5/2004 - 6/2009
Description Name & Phone for Owner’s POC: Andy Larowe, 336-669-1693
• An Auditorium
Construction Budget: $45,000,000
• A Gymnasium
• Athletics Locker Base Bid Amount: $44,937,000
• Weight Rooms Percent Over or Under Budget: .01% under budget
• Cafeteria/Commons/Kitchen Area
• Music/Band/Choir Room Total Square Footage: 265, 486 sf
• Art Areas Student Capacity & Core: 1200 capacity/1600 core
• Administrative/Counseling Areas
• Media/Technology Center The entire building is served by a 4 pipe mechanical system.
• Classrooms Wings
• Workforce Development Classrooms
LEED
Silver
Designed
LEED
Silver
Registered
Main Floor
Second Floor
References
Nash-Rocky Mount Schools - Mr. Mark Strickland, Special Assistant of Auxiliary Services: 252-462-2511, mstrickland@nrms.k12.nc.us
Sampson County Schools - Mr. Anthony Vann, Exec. Director of Auxiliary Services: 910-592-4111, vann@sampson.k12.nc.us
Harnett County Schools - Mr. John Birath, Director Facilities & Planning: 910-893-4808, jbirath@harnett.k12.nc.us
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 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.
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
Point of Contact
1c. Provide the names, addresses, and telephone numbers of persons within the firm or consortium of firms who may be con-
tacted for further information.
Financial Statements
1d. 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.
Conflict of Interests
1e. 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.
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.
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 Impacts
2d. 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 Impacts
2e. 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
{44} SFL+A ARCHITECTS
TAB TWO: Project Characteristics
Positive Impacts
2e. 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 Schedule
2f. Identify the proposed schedule for the work on the project, including the estimated time for completion.
Timely Completion
2g. 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.
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 Opening
2i. 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.
Assumptions
2j. 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.
Contingencies
2k. 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,
{45} SFL+A ARCHITECTS
Contingencies
2k. 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.
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.
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.
3d. Identify the proposed risk factors and methods for dealing with these factors.
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.
3f. Identify the amounts and the terms and conditions for any revenue sources.
3g. Identify any aspect of the project that could disqualify the project from obtaining tax-exempt financing.
Project Benefits
4a. 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 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
TAB FOUR: Project Benefit and Compatability
Public Support
4b. 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 Engagement
4c. 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 Benefits
4d. 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.
{49} SFL+A ARCHITECTS
TAB FOUR: Project Benefit and Compatability
Compatibility
4e. 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.
Participation
4f. 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: