Okaloosa County BOCC — June 3, 2014 — LORD AND SON B1 — reading text

State of FL Certified General Contractor #CG C008942 Fy State of FL Certified General Contractor #CG CO57094 i CONSTRUCTION 3 State of AL Certified General Contractor #12776 INC. State of GA Certified General Contractor #GCCO002537 CONSTRUCTION MANAGER / GENERAL CONTRACTOR State of MS Certified General Contractor #08714-MC Trusted Performance ... Lasting Value April 18, 2014 Okaloosa County Board of County Commissioners c/o Okaloosa County Purchasing Department 602-C North Pearl Street Crestview, FL 32536 Dear Commissioners: It is truly a pleasure to be submitting our qualifications for Construction Management services to construct your new addition to the Sheriff's Office. We have assembled a team of professionals with over 60 years of construction experience with Lord & Son in Okaloosa County, and as you will see in our resumes and project descriptions, excellent experience for this project. A building addition to an ongoing operation, particularly law enforcement, always brings a unique set of challenges to a project by nature of its effect on staff and working in a secure area. Having our main office so close to the project enhances our ability to manage these project considerations. While safety and quality are the supreme responsibilities of your Construction Manager, the efficient use of funds is close behind in importance, and this is where our 39 years of continuing performance delivering high quality construction services comes to bear. Our reputation for competitive pricing and our excellent quality control practices go hand-in- hand with top-shelf construction delivery systems. Finally, our experience with DAG Architects is unequalled throughout the Panhandle area. This continued work experience will result in cost savings (same Project Manager as the Okaloosa County Administration Building) and time savings. Since we can anticipate the architects’ design solutions, we feel quite confident about our ability to complete the project so that the Sheriff can have Thanksgiving dinner in the building. We take pride in our corporate motto of “Trusted Performance, Lasting Value.” This is not just a motto, but a way of life for us, and we stand by it. Thank you for your time and Ye Ny we look forward to hearing from you soon. Leven D. Lord, Il President CN 19 David Street - Fort Walton Beach, Florida 32547 P.O. Box 1808 - Fort Walton Beach, Florida 32549 850-863-5158 - FAX 850-862-4904 info@lordandson.com Associated Builders www.lordandson.com and Contractors, Inc. North Florida Chapter Specializing ia Conners Construction STATEMENT OF QUALIFICATIONS CONSTRUCTION MANAGEMENT SERVICES New OFFICE BUILDING AT THE OKALOOSA COUNTY SHERIFF'S OFFICE IN SHALIMAR TAB 1 - PRESENT ORGANIZATION Company Information & Services Provided Secretary of State’s Certification TAB 2 - PRESENT ORGANIZATION Proposed Project Team & Qualifications TaB 3 - PROJECT APPROACH Management Services & Project Schedule Tas 4 - CONSTRUCTION MANAGEMENT EXPERIENCE Tas 5 - CURRENT WORKLOAD AND CAPACITY TAB 6 - LOCAL PROJECT EXPERIENCE TAB 7 - FINANCIAL REFERENCES AND STATEMENT TAB 8 - REPUTATION TaB 9 - SIMILAR PROJECT EXPERIENCE TAB 10 - REQUIRED DOCUMENTS Page 16 27 29 40 50 58 67 or ae STATEMENT OF QUALIFICATIONS CONSTRUCTION MANAGEMENT SERVICES NEW OFFICE BUILDING AT THE OKALOOSA COUNTY SHERIFF'S OFFICE IN SHALIMAR FIRM INFORMATION Lord & Son Construction, Inc. Mailing Address: P.O. Box 1808 | Physical Address: 19 David Street Fort Walton Beach, FL 32549 Contact: Leven D. (“Spike”) Lord, Il - President 850-863-5158 (P) | 850-862-4904 (F) spike@lordandson.com Number of Years in Business: 38 Size Classification: Small Business Average Annual Receipts: Less than $30 Million Bonding Capacity: $50 M Single Project, $100 M Aggregate Lord & Son Construction, Inc. is a family-owned business established in 1975. Since that time, Lord & Son has grown to become a full service organization with a team of over 45 skilled professionals, including four LEED APs, capable of fulfilling all of your building needs. We possess both the experience and knowledge to flourish in any delivery method: Design-Build, Construction Management, Preconstruction Services, Project Management, Building Information Modeling (BIM), and Green Building/LEED AP Services. Our 38 year history in the regional construction market has yielded excellent, longstanding relationships with area subcontractors, owners and vendors. We have completed hundreds of commercial and governmental projects, including new construction, renovations and additions. Our current bonding capacity is over $100 million and we are licensed to perform construction in Florida, Georgia, Alabama, and Mississippi. Our strong Southeast presence positions us to respond immediately to the needs of any project in this region. We have strong working relationships with specialty subcontractors and suppliers who stand ready to participate in the estimating and construction process. By joining the project team early in design, we can offer cost saving value-engineering proposals to our clients, and provide timely and accurate cost estimating for budgeting purposes. The Construction Management process relies heavily on teamwork and trust, and our open communication process fosters these values. Lord & Son has received numerous awards for providing quality construction safely, including: multiple Associated Builders and Contractors (ABC) Excellence in Construction Eagle Awards for construction innovation and quality and the Gold Level Safety Award; American Concrete Institute (ACI) Award for Significant Concrete Structure; Department of Transportation Outstanding Performance Award, and Army Corps of Engineer Safety Awards. We attribute our success to the team of professionals we employ, particularly our field superintendents with the expertise to resolve issues or provide solutions quickly in the field to keep costs down and schedules on target. Pagel STATEMENT OF QUALIFICATIONS CONSTRUCTION MANAGEMENT SERVICES New OFFICE BUILDING AT THE OKALOOSA COUNTY SHERIFF'S OFFICE IN SHALIMAR Proximity to the Project Carl Brandt 1 @e Connect With lowers. Richbourg Ave & Maintenance PM2T Aegean 1 Lord & Son & Construction Inc Plew Ave Eglin Federal @ Credit Union $ Gladys st ci 3 . e Drive 4 min a vam | Shalimar Presbyterian Church is dou « Good Shepherd Church S PE ny ALIEyDIONL 2nd Ave Lord & Son Construction, Inc.’s office, located at 19 David Street in Fort Walton Beach, is only 1.8 miles away from the jobsite at 50 2nd Street in Shalimar. In addition, our proposed Project Manager and Project Superintendent for this job live 0.3 miles and 4.9 miles away from the job site, respectively. Because of our location in the heart of this project’s sphere of influence, our team saves project overhead costs for travel, per diem, lodging, bonding, and insurance. Any member of our team is never more than 15 minutes from the site and has zero travel costs involved with pre-construction and/or construction. Page 2 STATEMENT OF QUALIFICATIONS CONSTRUCTION MANAGEMENT SERVICES New OFFICE BUILDING AT THE OKALOOSA COUNTY SHERIFF'S OFFICE IN SHALIMAR Experience with the Architect Lord & Son has completed numerous offices and professional buildings over the last thirty-eight years. Lord & Son’s long relationship with DAG has resulted in many collaborations on these kinds of projects. L&S Projects with DAG Sherwin Williams Destin Library & Renovations Rosemary Beach Owner's Center Walton County TDC Shalimar Admin Annex Renovations O'Sullivan Creel - FWB & Destin Beach Community Bank Destin YMCA First Baptist Church FWB Seabreeze Condominiums Meigs MS Addition Rocky Bayou Baptist Church Addition Offices/Professional Buidings ££ Sherwin Williams Walton County TDC Sherwin Williams Shalimar Admin Annex Renovations FWB Rec Center Walton County TDC South Walton Boys & Girls Club O'Sullivan Creel - FWB & Destin : Destin Surgery Center Renovations FWB Medical Center Fes iia Legendary Offices O’Sullivan creel — FWB& VA Outpatient Center Destin Emerald Coast Cancer Center Beach Community Bank Runnells Professional Building Greer Live/Work Building Shalimar Admin Annex Runnels Building Beach Community Bank Page 3 STATEMENT OF QUALIFICATIONS CONSTRUCTION MANAGEMENT SERVICES New OFFICE BUILDING AT THE OKALOOSA COUNTY SHERIFF'S OFFICE IN SHALIMAR State of Florida Department of State I certify from the records of this office that LORD & SON CONSTRUCTION, INC. is a corporation organized under the laws of the State of Florida, filed on March 7, 1975. The document number of this corporation is 471507. I further certify that said corporation has paid all fees due this office through December 31, 2014, that its most recent annual report/uniform business report was filed on March 17, 2014, and its status is active. I further certify that said corporation has not filed Articles of Dissolution. Given under my hand and the Great Seal of the State of Florida at Tallahassee, the Capital, this the Twenty-fourth day of March, 2014 peer Secretary of State Authentication ID: CU3377961232 To authenticate this certificate,visit the following site,enter this ID, and then follow the instructions displayed. https://efile.sunbiz.org/certauthver.html Page 4 LORD & SON CONSTRUCTION, INC. CURRENT ORGANIZATION Leven Lord II, President Leven D. Lord, CFO Steve Christopher, LEED AP Ryan Chavers, LEED AP Michael O'Grady, LEED AP Steve Christopher, VP of Operations © Catherine Andrus Catherine Andrus, Proposal Coordinator Administrative Coordinator e Leven D. Lord, Chief Financial Officer e Paula Andrews, Controller Steve Christopher, Pi Duane Jones, Preconstruction Mgr/Estimator Dale Whitaker, Estimator/Scheduler Jeff Carter, Project Engineer/Scheduler Ryan Newell, Project Engineer/Estimator Leven Lord, Estimator construction Mgr J.P. Buchanan, Safety Manager Ryan Chavers, OSHA 30/Env. Permitting Pat Griffith, OSHA 30/Env. Permitting John Klumpp, OSHA 30/Env. Permitting Michael O°Grady, Env. Permitting © J.P. Buchanan, QC Manager John Klumpp, Sr. Project Manager ° © Robert Bennett, USACE CM Cert © Pat Griffith, Sr. Project Manager Karl Anthony, OSHA 30 Jeff Carter, USACE CM Cert © Michael O’Grady, Project Manager . * Ryan Chavers, USACE CM Cert © Ryan Chavers, Project Manager . © Pat Griffith, USACE CM Cert + Dave Burleson, Project Manager © Rick James, OSHA 30 * Jack Harris, USACE CM Cert © Ronnie Jordan, OSHA 30 * Rick James, USACE CM Cert ‘ * Ronnie Jordan, USACE CM Cert + Stephanie Lobner, OSHA 30 Michael O'Grady, USACE CM Cert © Todd Powell, OSHA 30 Todd Powell, USACE CM Cert * Darren Taylor, OSHA 30 * Ricky Thompson, USACE CM Cert * Dave Burleson, Env. Permitting . © James Richardson ¢ Robert Brown Ricky Thompson Michael Suggs ¢ Catherine: Andrus, Project Coordinator © Myron Phillips © Trimble Perry Ronnie Jordan Rick James * Jan More, Project Courdinator James Moore © Dwight Redding . Jack Harris Darren Taylor © Robert Litts © Ray Johnston Robert Berwanger Karl Anthony * Doyle Byrd © Tim Shaw Todd Powell Paul Webb Kenny Allen © Carman Whitaker Robert Bennett Bill Havlilchek © Darren Yates Ryan Murray Page 5 STATEMENT OF QUALIFICATIONS CONSTRUCTION MANAGEMENT SERVICES New OFFICE BUILDING AT THE OKALOOSA COUNTY SHERIFF'S OFFICE IN SHALIMAR ject Manager position. Having grown up in a construction family and working in the field as every- standing rapport with subcontractors. He has gained experience in all phases of construction from cost estimating to project management. Dave has been employed with Lord & Son Con- struction, Inc. for the past eleven years. Dave’s Project Experience with Lord & Son includes: e Remodel of Club Intrawest, Sandestin, FL e Renovation of Walton County TDC, Santa Rosa Beach, FL e Okaloosa County Administration Building (Pre-Construction), Shalimar, FL e RV Storage Area, Duke Field @