September 14, 2007 Prepared by Barnsdale Land Co. LLC

Transcription

1 RE USE AND REHABILIATION PROPOSAL For THE GARVER FEED MILL MADISON, WISCONSIN September 14, 2007 Prepared by Barnsdale Land Co. LLC

2 TRANSMITTAL / ACKNOWLEDGEMENT LETTER Subject: City of Madison Garver Feed Mill Re-Use Request for Proposals The undersigned has read the City of Madison s Request for Proposals for the re-use and rehabilitation of the Garver Feed Mill. On behalf of our development team, we agree to and accept the terms, specific limitations, and conditions expressed herein. WE HAVE READ, RELY UPON ACKNOWLEDGE, AND ACCEPT THE CITY OF MADISON S DISCLOSURE AND DISCLAIMER, AS PROVIDED ON IN THIS RFP, HERETO FULLY EXECUTED AND FULLY INCORPORATED INTO THIS LETTER. Also attached herewith is a checklist of the submission requirements of the City of Madison Request for Proposals for the re-use and rehabilitation of the Garver Feed Mill. Sincerely, (SIGNATURE) (NAME AND TITLE) (ORGANIZATION) (DEVELOPER NAME) Paul Davis Restoration and Remodeling of Lakeland Counties 3236 County Highway N, Cottage Grove, WI (fax)

3 TABLE OF CONTENTS EXECUTIVE SUMMARY.. 1 RE-USE CONCEPTUAL PLAN.7 DEVELOPMENT TEAM INFORMATION.16 DESCRIPTION OF ORGANIZATION FORM, TEAM MEMBERS, PERSONNEL MANAGEMENT TEAM INFORMATION..18 DESCRIPTION OF ORGANIZATION FORM, TEAM MEMBERS, PERSONNEL PROJECT MANAGEMENT PLAN..19 ORGANIZATION OF THE DEVELOPMENT TEAM RESPONSIBILITIES FOR PROJECT MANAGER EXPERIENCE OF EACH TEAM MEMBER DEVELOPMENT COSTS.21 LINE ITEM DESCRIPTION OF EACH PHASE OF REHABILITATION AND ASSOCIATED COSTS ASSUMPTIONS SOFT COSTS HARD COSTS 8 YEAR PROFORMA 10 YEAR PROFORMA FINANCIAL PLAN...26 SCHEDULE...32 SPECIAL CONDITIONS...35 DESCRIPTION OF LONG-TERM LEASE TERMS ON-GOING MAINTENANCE AND RENTAL COSTS CHECKLIST..38 APPENDIX LIST OF QUALIFICATIONS AND RELATED PROJECT EXPERIENCE FIRM PROFILES

4 EXECUTIVE SUMMARY Background A diverse group of construction professionals, historic preservationists and community leaders involved in sustainable development began meeting shortly after the city released its Request for Proposals on the Garver Feed Mill in June 2007 to consider the opportunities and obstacles presented by the historic structure on Olbrich s grounds. We have determined that it is possible to conduct a restoration of the Garver building that would be sensitive to the immediate and long term needs of Olbrich Botanical Gardens and the surrounding neighborhoods. The financial plan demonstrates our ability to support this vision financially over the long term, with public participation only initially in the form of tax credits, financing assistance and charitable contributions. Our solution is to create a multi-use, multi-disciplinary demonstration facility to house private and non-profit organizations working towards a sustainable and restorative economy, as well as to provide a variety of public spaces for recreation, education and entertainment. Vision: Create in an historical context, a beautiful and welcoming green center for sustainability that will be recognized locally and nationally as a source of information and inspiration on matters of importance to a prosperous, just and sustainable future. Concept: There are three guiding principles to our project concept: The project must make long term sense within the grounds of the Olbrich Botanical Gardens. It must go beyond state of the art thinking in combining historic preservation and green building. It must provide a public purpose for the surrounding neighborhoods and the wider Madison area great enough to justify the emotional and financial investment necessary for its success. The project must be completely integrated into Olbrich s mission as it is surrounded by the botanical gardens. It will provide both short and long term facilities for the use of Olbrich s employees and visitors. It is planned to be the first LEED certified historic restoration project in the State of Wisconsin. As such it will comply with Department of Interior standards of preservation, as well as meeting the U.S. Green Building Council s highest standards of green design. Our vision is defined by its public purpose. This is addressed in multiple ways throughout the proposal and in the ownership structure which preserves the ownership in the City s name and transfers operating responsibility to a non-profit foundation that includes representatives of the City, Olbrich, and the Neighborhood Associations as directors. 1

5 Proposed Uses: (partial list) Office space for non-profit organizations Commercial space for design, planning, engineering and related firms Shared facilities for building tenants, visiting scholars, and professionals Public research and reading areas Classrooms Lecture hall/performance space Fitness space/area and showers Bicycle parking, rental, and repair Café featuring local produce Green lodging Green marketplace Display areas featuring surrounding historic and environmental development Displays of environmental art Displays of sustainable regional design theory Displays and demonstrations of sustainable residential horticulture Phil Lewis Institute of Sustainable Design Green Building Elements: (partial list) LEED (Leadership in Energy and Environmental Design) Certification Air freshening tropical plantings Interior waterfall Reused and recycled building materials Sustainable building materials Natural lighting and ventilation Renewable energy Reclaimed water Building energy performance display State-of-the-art mechanical and electrical engineering Green roof Multi-tenant recycling center Rain gardens Permeable surfaces Shared parking Site Design Features: (partial list) Access off Fair Oaks will be by a winding, tree-lined road through existing woods and a bike path that will connect to the Capitol City Bike Trail. The land adjacent to the site will incorporate demonstration gardens of sustainable horticulture and other garden plots for the use of the Olbrich Botanical Society. Hidden parking areas will include grass paved areas and multiple plantings. The south side of the building will have terraced gardens and sitting walls and a landscaped path across protected railroad tracks. A new north entrance will include a gathering place and welcoming public lobby. 2

6 Development Team Barnsdale Land Co. LLC was established to incorporate and coordinate the private and public activities necessary for the successful completion of this project. Barnsdale also represents the private development team responsible for making sure the project is financially viable and professionally managed. Jim Hirsch, president of Paul Davis Restoration and founder of Barnsdale is the overall project manager. The development team is being advised by Lance McGrath of McGrath Associates who is providing consulting on this project. Bruce Bosben, owner of Apex Property Management, is leading the financial team. Rick Phelps, Senior Vice President of M & I Bank will provide assistance. Legal work for the project is being done by Jesse Ishikawa of Reinhart Boerner Van Deuren and accounting work by Steve Pullara of Smith and Gesteland. Our summer intern Emma Laz-Hirsch from Brown University did community outreach and research on the initial concept. Architects Charlie Quagliana and Peter Rott from Isthmus Architecture are leading the building design team in collaboration with Garrick Maine, LEED AP, from Flad and Sherrie Gruder, LEED AP, on the LEED sustainable design. Other members of the design team are Phil Barlow, historic preservation specialist with Paul Davis Restoration, structural engineer Kurt Straus of Structural Integrity, Kris Cotharn of KJWW Engineering, and Svein Morner, commissioning agent of Sustainable Engineering. Chris Quandt from Bachmann Construction is the project contractor. Civil engineer Tom Bergamini of BT squared and landscape architect Ken Saiki of Ken Saiki Designs are collaborating on civil engineering and site work. Management Team Barnsdale will help establish a non-profit foundation that will operate the property under a 99 year ground lease. The foundation will be comprised of the stakeholders in the Garver Feed Mill; the City of Madison, the Olbrich Botanical Society, the surrounding neighborhoods, Barnsdale Land Co., the sustainable development community that will inhabit the space, and prominent fundraisers. They will be responsible for establishing criteria for building occupancy, developing, and programming the public spaces. The non-profit will also be overseeing the sustainability aspects of tenants and operations in order to achieve the sustainability center mission. Sherrie Gruder of the UW Extension has been providing leadership for this team. She is assisted by Jim Lorman of Edgewood College, Phil Lewis - Director of the Erdmann Institute for Sustainable Design, John Imes of the Wisconsin Environmental Initiative, Jim Armstrong of Good for Business, Anya Firszt of Willy Street Co-op, Jim Lorman of Edgewood College, and Ken Saiki of Ken Saiki Designs. In addition, dozens of people were interviewed from the academic, horticultural, local foods, economic development, arts, environmental and neighborhood communities. They were universally supportive of the concept and expressed a general willingness to participate in the ongoing planning and fundraising should this proposal be accepted. 3

7 The proposal includes a provision for planning and operations to follow the Natural Step Framework. Because the Foundation will play such a large role in the building operation it is premature to specifically name a management team. The Foundation may subcontract with others to perform specific functions like marketing, leasing and maintenance. Members of the Development Team have demonstrated competence and experience in those areas. Project Management Plan Technical services provided by the Developer and each member of the Development Team are described above. In addition, Phil Barlow will be responsible for applications and filings necessary to secure Historical and New Market Tax Credits. Tom Bergamini will oversee the request for Brownfield Grants. TranSmart Technologies will perform the traffic study. Sherrie Gruder will help coordinate the community planning process. Additional engineering and design work will be done by the design/build team. Jim Hirsch and Lance McGrath will move the project through the requisite City commissions including Planning, Landmarks, Urban Design, and the Board of Estimates prior to seeking final approval by the Common Council. Construction management will be overseen by Chris Quandt of Bachmann Construction and the design team. Sustainable Engineering will act as the commissioning agent for the LEED certification. Development Costs Included is an estimate of project costs based on six major components; pre-development, development, stabilization, site work, construction and operating costs. Please note that it is impossible to provide a precise figure for project cost until all the investigation, engineering and planning is completed. Also, please be aware that some costs can shift from one category to another depending on project schedules and availability of funds. These numbers are for comparative and budget purposes, and are based on the observations and experience of team members. Cost Summary Pre-development: $1,145,000 Stabilization: $2,096,493 Development: $1,625,838 Site work $1,009,245 Construction: $5,623,424 Total Development Costs: $11,500,000 Annual project operating costs: $252, The annual project operating cost was obtained by adding six years of our projected annual expenses upon completion and dividing to obtain the average. Project annual expense will increase as the building achieves full occupancy and adjusts for inflation. 4

8 Financial Plan Our financial plan is based on the recognition that even with the usual and customary tax credit subsidies this project could not be completed without additional sources of funds. We did not back into a development number based on what the project revenues could support, we instead began with a vision of a project that requires a certain quality of design and construction to make it worthwhile. We budgeted to meet the public purpose of this project and to assure the Olbrich Botanical Society and the City a development that can accommodate substantial utilization for the foreseeable future. As a result, we identified a funding gap of nearly $2 million dollars that we will fill with fundraising and as yet unidentified subsidies. This explains the prominence of the Foundation in the project description and planning. We are proposing this Foundation as a tax-exempt vehicle for fundraising. Part of our pre-development plan is to prepare a comprehensive fundraising plan. We anticipate spending $11,501,000 over the course of five years. $4,750,000 of this is projected to come from grants, tax credits, donations and private equity investments. $6,751,000 is expected to come from conventional mortgage financing at 7.5% fixed for 10 years, amortized over 30 years. The loan will require only interest payments until fully drawn down, expected to be in We expect to be able to rent storage/warehouse space for $6 per square foot and finished office, restaurant, retail space for an average of $14 per square foot, both on a triple net basis. We expect to begin collecting rent in 2010, reaching full occupancy by 2013, after which our projections allow for an 8% vacancy rate. Expenses are estimated to run approximately 37% and are based on experience in management of other commercial properties. Replacement and leasing reserves are estimated at 90 cents per square foot, also based on past management experience. The project shows a positive cash flow in year 5, and will begin generating income for the non-profit Foundation operating the center. Schedule The longer it takes for decisions to be made and for the project to begin, the more expensive the project will be. The continuing deterioration, which our structural engineer estimates at 5% for the first year, escalates for each continuous year that steps aren t taken to preserve the integrity of the structure. We assume that planning and development work will continue through 2008 with stabilization work beginning in the spring of We believe that it is possible to have some rentable space available in 2010 for many of Olbrich s purposes and have the project half occupied by the end of 2011, with all shell construction completed by that time. We are projecting that by the end of 2012 the for-profit areas of the building will be fully occupied and construction and development will continue on non-profit spaces at a pace equal to the success of the fundraising initiatives. The expectation is that by the end of 2013 we will have completed the lecture hall and the remaining public uses for the Foundation supported by fundraising. 5

9 Special Conditions The developer is requesting a one year option to purchase. This site contains many potential hidden surprises for any developer, and as a result the developer cannot commit irrevocably to purchase the property until it has undertaken thorough due diligence. In addition, due to public/private nature of this project, the developer also requests the city to: Pay rent for the city park s department use of the west end of the project, the area that has been identified as low value space that could be occupied in Rent would be below market rates. Help finance site and public improvements with TIF funds. Perform snow removal from the parking and traffic areas of the project and tend to the plantings in those areas as well. Re-invest hotel room taxes generated by the green lodging component in the project for 15 years Conclusion The Olbrich Botanical Garden is nationally renowned as a valuable community resource both for its beauty and its mission to disseminate knowledge of sustainable horticulture. The historic Garver Feed Mill sits squarely in the middle of land that Olbrich plans to develop, and represents an important part of the city s agricultural history. Development of this distinctive property must reflect the value of the building and its environment. Madison is one of the cities leading the country in its commitment to sustainability. It is fitting for Madison to have a clearinghouse for these activities and an inspirationally designed demonstration facility created to further sustainable practices. It is also fitting that Madison have the first LEED certified historic preservation project in the state. This is fully embodied in the mission of the Olbrich Botanical Society. Barnsdale Land Co. LLC has assembled an experienced team, qualified and committed to making this sustainability center, a project worthy of the site, happen for the City of Madison. We note this given that the project could not be fully planned in the few months from the release of the Request for Proposals to the submission date. We will produce a project that will make sense in the context of the Olbrich Botanical Gardens, the east side neighborhoods bordering the Starkweather Creek, and the greater Madison area. We will produce a project of which Madison can be proud as it demonstrates our values to our residents and businesses, visitors and the rest of the Nation. 6

10 GARVER FEED MILL RE-USE CONCEPT There are three guiding principles to our project concept: The project must make long term sense within the grounds of the Olbrich Botanical Gardens. It must go beyond state of the art thinking in combining historic preservation and green building. It must provide a public purpose for the surrounding neighborhoods and the wider Madison area great enough to warrant the considerable investment necessary for its success. Matching Olbrich s Vision and Values Our design must be consistent with the Olbrich Botanical Garden s Vision, which is to be a locally treasured and globally renowned source of beauty and education celebrating the importance of plants in a sustainable world. We propose to make the Garver Feed Mill and its surroundings a world class Center for Sustainability. Consistent with the Garden s values, Public and private partnerships are essential and Contributions are made to global solutions, we propose to create a facility dedicated to bringing together in one location private, not-for-profit, and private sector interests who are working in diverse and interrelated fields to further the practices of a restorative and sustainable economy and ecology. The facility will be an open and working demonstration of these principals. Consistent with the Garden s values, The community is served and the region is celebrated one component of the proposed use is to incorporate displays celebrating the work of local and regional pioneers in sustainable practices including agriculture, horticulture, land use, waste treatment, food production and distribution, and construction. Another is to provide classroom, demonstration and presentation facilities to permit ongoing education and the exchange of ideas in the emerging field of sustainable design. A third is to provide space to meet the needs of the local community, visitors and employees of the gardens. Consistent with the Garden s values, Excellence is the standard and service is exemplary, and The joy, diversity, wonder and beauty of plants can be shared by everyone, the development will be an integral part of the Olbrich Botanical Garden, filled inside and out with plants hardy to the American Midwest or native to the world s topical forests. Space for the work of the Gardens and the Park District will be set aside as part of the overall project. In short our design concept is to create an interdisciplinary facility constructed to the highest standards of beauty, quality and environmental design; a facility that celebrates the contribution by our region to the advancement of sustainability principles worldwide; one that respects and serves the local community, and that models economic development based on principles of sustainability. 7

11 Green Building in an Historical Context The Garver Feed Mill project is unique in that it will be the State s first historic structure restored to state of the art environmentally sensitive standards; it will be the first LEED Certified building of its type in Wisconsin. Incorporating both environmental and historic elements into a building present a particularly challenging set of design problems. To integrate both of these qualities, the interior build-out and any external addition must be sensitive to the structure, use and context of the original building. The interior must incorporate and reflect it history as an industrial plant. Whether in materials, design, or displays the original use of the building must be present. The interior spaces must evoke some part of technology of the era while at the same time being modern and efficient. Visitors should have the sense of being in an industrial plant engaged in the processing of agricultural products. To the extent possible they should be reminded of the historic context of the building including neighborhood development, transportation, waste disposal, resource management and employment. The benefits and costs of this history will be presented as a series of display boards and educational materials that are distributed to visitors. The environmental elements are not purely aesthetic, they must also be performance based. All of the recognized green building elements must be explored and as many as possible will be used, including: green roof, daylighting, water conservation and reclamation, natural ventilation, re-usable and sustainable materials, renewable energy, and state-of-the-art mechanical and electrical engineering. These elements must extend to the outside where run-off prevention and natural landscaping will complement the building and its purpose, serve the Botanical Gardens and protect Starkweather Creek. The application of sustainable theories in the development of the interior spaces will be more challenging. The interior must provide blocks of space, circulation patterns, finishes, and details that are evocative of natural, sustainable planning theory. They should create an environment in which visitors and occupants experience sustainability in the air and light and materials and coherence of the design. If sustainable planning is designed to preserve those natural, archeological, cultural, and historic features that have been recognized as essential to our survival and enjoyment of the world, the interior spaces themselves must speak to those elements. They must encourage surprise encounters and unexpected pleasure. They must incorporate sequences of visual delight. They need to speak of security and reverence. They must mimic those natural spaces that we find refreshing, playful, invigorating and contemplative. In this building, as in the natural environment, there must be diversity and unity. 8

12 Creating a Public Purpose The Madison Sustainability Center will embrace the most basic elements of sustainable construction; durability, flexibility, adaptability and resource efficiency. It will create an environment in which to advance the interdisciplinary aspects of sustainable development, attracting participants who recognize the interrelatedness of air and water quality, land use and economic development, food quality and transportation, waste reduction and green building, social justice and quality of life. In short, in one building it will seek to weave together the various emerging threads of a credible, practical, and prosperous sustainable future in the Greater Madison Area. It is imagined that this project is an interim effort, one that complements similar initiatives that have been underway for years to address invasive plant species, degradation of area watersheds, traffic congestion, loss of cropland and poverty among the many specific challenges facing our region. Its challenge is to address Quality of Life issues in a meaningful way that can stimulate new ways of thinking and acting in response to our growing awareness that change is not only necessary but possible. In addition to being a marketplace of ideas the Sustainability Center will also perform as a broader marketplace for the exchange of sustainable goods and products. The public spaces will be welcoming and flexible and permit a variety of activities that bring people together for education, commerce and recreation. Current thinking recognizes that sustainability doesn t go far enough, that as society converts to a sustainable economy steps must be taken to restore the damage that has already been done. Our project is also a model of that restoration. This facility will be a demonstration of how an historic structure, an early component of the movement towards industrial agriculture with its attendant social and environmental costs can be re-used to promote solutions that are the natural outgrowth of our cultural, technological and intellectual advancement as a people. It is our hope that simply experiencing this historic building in the midst of the worldclass Olbrich Botanical Gardens, bordered by the recovering ecosystem of Starkweather Creek, will encourage individuals to believe that a better future is possible, a sustainable future. As more people participate in the planning process, the texture of the vision becomes richer and more complex. Based on early responses to this proposal we have identified a unique opportunity to bring together diverse elements of the community to imagine a prosperous, just and sustainable future for the Madison region. Our intention is to continue the planning process to further define the vision and find the intersection between the dream and reality that we can identify as touchstones on our path towards the future. 9

13 ISTHMUS ARCHITECTURE, INC. 613 Williamson Street Suite 203 Madison, WI Phone Fax The Garver Green Building Sustainability Center The proposed rehabilitation of the historic Garver Feed Mill structure as envisioned will combine work, dining, lodging, entertainment and educational activities in a destination facility reflecting the highest standards of historic preservation and sustainable design set within the incomparable Olbrich Botanical Gardens. It is intended that the Garver Building be a showcase of regional ideas, innovations and application on sustainability, in short, an exciting, vibrant and healthy place to be. The mostly two story mill structure offers abundant opportunities for reuse. The south façade of the building is graced by large regular window openings grouped around a pronounced arched entrance. The north façade is mostly blank and shows signs of changes over time. The east façade offers a variety of scale and massing while the west façade is a simple low mass. Our goal is to thoughtfully place each planned use in the portion of the building best suited to that function. The south facing portion of the building will be designated for office, retail and meeting spaces to take advantage of the space and natural light available. The central portion of the building will be lobby, circulation and common areas, thus preserving the wonderful quality of this exposed vertical space. A lobby entrance will be added to accommodate access from the north. This new entrance will be constructed of new materials that are detailed with a link to the past without literally recreating historic details. Green lodging and retail use will be located in the east portion of the building where the scale is more reduced and the building massing is varied. The low west portion of the building will provide Olbrich Gardens much needed interim expansion space and will be converted to meeting and lecture facilities in the future. The north central portion that has been disturbed allows for a great opportunity to blend the building interior with the outdoors. This will be a prime location for indoor and outdoor dining. Following the Natural Step framework, the Garver Building rehabilitation will incorporate guidelines prepared by the U.S. Green Building Council for sustainability and by the U.S. Department of the Interior. Additionally, this effort will adhere to the Secretary of the Interiors Standards for Historic Rehabilitation. Sustainable elements to be incorporated into the overall design of the rehabilitation will include the application of day lighting and natural ventilation principles throughout the interior environment. This project will salvage and make maximum reuse of all existing building material. The building exterior will incorporate solar arrays, green roof design and maximize permeable surfaces wherever possible. New building systems will incorporate renewable energy technologies, capture and reuse all grey water, and provide a real time display of energy use and savings for the public. The interior environment will be completely constructed using nontoxic materials and low VOC paints and finishes. The common interior spaces will highlight reclaimed water in a water feature and include air cleansing using interior plants. The public portions of the interior of the building will provide an opportunity to display and illustrate the project theme of integrated sustainable development. Gallery space, freestanding displays and signage will be coordinated around the project theme and will allow for further public education. Lastly, the site and access to the Garver Building will be carefully designed to encourage multimodal transportation options and reduce impermeable surfaces, forming a strong link with the Olbrich Botanical Gardens. Access from Fair Oaks may allow for increased public transit, pedestrian and bicycle access, as well as, reinforcing the Garver Building s connection with the surrounding community. 10

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16 Image 1: Garver North Facade 13

17 Image 2: Garver South Facade 14

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19 DEVELOPMENT TEAM INFORMATION Description of Organization Form, Team Members, Personnel There are two teams working on the development of this project. The first is the team described in this section of the RFP consisting of developers, engineers, contractors and consultants. This team would invest capital, time and talent to plan and complete the construction and rehabilitation of the Garver Feed Mill. While this team would act in the public interest, it would do so with the expectation of a reasonable return on its investment. Barnsdale Land Co. LLC was established to incorporate and coordinate the private and public activities necessary for the successful completion of this project. Barnsdale Land will help establish a non-profit Foundation that will own and operate the property under a 99 year ground lease. This entity will also represent the private development team responsible for making sure that the project is financially viable and professionally managed. The second team would be the nonprofit Foundation that would ultimately inhabit and animate a portion of the project. Our proposal includes the creation of a non-profit Sustainability Foundation comprised of the principal stakeholders of the Feed Mill Restoration Project to oversee the development and operation of the finished project. The stakeholders who would be represented on the Foundation's board would include representatives of the Olbrich Botanical Society, the City of Madison and the surrounding neighborhood. A great deal of private energy and money will need to be brought into this project through outreach and fundraising by advocates of sustainable development and historic preservation. We simply do not believe a development agreement and lease can adequately protect all those interests for the life of the project, and so our proposal is to empower those constituencies to be an integral part of the development team. The first team recognizes the public purpose of their efforts and is prepared to submit to an increased level of oversight and scrutiny by the permanent team to assure the public stakeholders of the value of their investment. The first team includes businesses engaged in development, construction and rehabilitation and all are uniquely qualified to undertake this specific project. The team is, at this point, a partial list of community members who have volunteered their efforts to help plan the Foundation and a list of constituencies from which other representatives may emerge. Members of the second team have provided leadership in the community on a variety of issues and have taken an active interest in the development of the Garver Mill property. They represent potential tenants and users and neighbors of the proposed facilities. Please see the appendix for full resumes of each team member and firm profiles. 16

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21 MANAGEMENT TEAM INFORMATION Description of Organization Form, Team Members, Personnel The management of the building will be undertaken by the Non-Profit Foundation that will own the 99 year lease from the City. This assures that the building operation will be true to its founding principles and public purposes. It will also provide the Foundation with an income stream with which to offset some of their programmatic costs. They may subcontract with the for-profit arm of the development for specific services that the developer is better able to provide more cost effectively and efficiently. Because this will be a showplace green facility, the building operations will be designed through the Natural Step framework to maximize environmental performance in every respect. One consequence of this will be increased management expenses as the building management seeks to reduce waste and energy consumption, and looks for ways to promote resource sharing. This will include a centralized recycling center for copy toner, electronics, batteries, and other toxic wastes, as well as centralized recycling for recyclables. This may also include a centralized printing facility for high volume high speed reproduction work. Small scale copying and correspondence would be done on office printers. Larger jobs would be done from the management office which would also support the educational component of the Sustainability Institute. Building management will also perform all tenant cleaning using green products and processes rather than leave it to individual tenants to manage that process for themselves. Another feature will be shared health and recreational facilities including a locker room and showers to make it easier for people to bike to work. As part of this facility there will be shared educational resources available to the public focusing on literature and materials by and about the tenant organizations and the movements they represent. As the project develops there may also be shared space for visiting scholars with resources specific to the various specialties that may be drawn to the center. Finally, because this will be a demonstration project and learning facility, it will be necessary to quantify and document the environmental impact of the center and to display this information in a way accessible to the building occupants and visitors. 18

22 PROJECT MANAGEMENT PLAN There are a number of specific tasks related to the project financing that will be delegated to team members, such as all of the applications and filings necessary to secure historic tax credits, New Market tax credits, and Brownfield Grants. In addition, there is financial and legal work required to raise private equity. There is also a great deal of engineering and design work still to be done by the appropriate parties prior to any application being submitted to the city. The City Zoning and Planning commission will have to review the project as part of a rezoning request. They and the neighborhood will expect a transportation study which will be coordinated by the Barnsdale group. The Landmarks Commission will evaluate the project, as will the Urban Design Commission. Prior to any applications being submitted, a number of meetings will be held among the stakeholders and the neighborhood associations to make sure the project is consistent with the best interests of the greatest number of active participants. The Board of Equalization will be involved as the project will also require TIF funding to be successful, and the Common Council will of course also have an opportunity to weigh in on the project as it is working its way through the approval process. While this process will be overseen by Jim Hirsch with help from Lance McGrath, much of the work will be done by staff and consultants. Technical services to be provided by the developer and each member of the development team Negotiate terms of sale/lease/development agreement with the city Coordinate development of final plans for submittal to city for approval and permitting. Coordinate with stakeholders including Olbrich, City, Neighborhood Associations, and interested constituencies Coordinate design and engineering team Shepherd development plan through approval process Oversee preparation of contract documents Oversee selection of contractors Prepare project budgets and arrange project financing Oversee project fundraising Oversee overall project schedule Oversee interior improvements Oversee marketing and public relations activities Recruit tenants Negotiate leases Manage building operations Coordinate with Foundation on executing overall project mission 19

23 INTRODUCTION TO DEVELOPMENT COSTS Our intent in providing our development costs is as much to describe a process as to provide a project budget. For the sake of conformity we are making assumptions about what a finished project could look like and what it could cost, but we want to be very clear that due to the number of variables these assumptions are subject to further review and change. While we are prepared to proceed on the basis of the numbers presented, we strongly believe that a more comprehensive planning process must occur before our project is ready to be accurately priced. The non-profit foundation that will oversee the development and operation of the Garver Feed Mill has not yet been constituted all though many participants have been identified. By presenting our development estimate we hope to demonstrate the variety and range of costs and prepare a methodology for communicating these openly as the project progresses. We believe the major stake holders in the project the Olbrich Botanical Gardens and the City of Madison have a right to know not just the numbers, but their origins in order to make some judgments about their relevance. 20

24 Organization of the development team, responsibilities for project management, the specific experience of each team member Organization of the development team: Barnsdale Land Co. LLC was established to incorporate and coordinate the private and public activities necessary for the successful completion of this project. Barnsdale Land will help establish a non-profit foundation that will own and operate the property under a 99 year ground lease. This entity will also represent the private development team responsible for making sure that the project is financially viable and professionally managed. The non-profit foundation will be comprised of the stakeholders in the Garver Feed Mill; The City of Madison, The Olbrich Botanical Society, the surrounding neighborhoods, Barnsdale Land Co., and the sustainability community that will inhabit the space. They will be responsible for establishing criteria for building occupancy and for developing and programming the public spaces as well as overseeing the green design elements of the reconstruction plan. Sherrie Gruder of the UW Extension has been providing leadership for the green design elements. She is assisted by Jim Lorman of Edgewood College, Phil Lewis, Director of the Erdmann Institute for Sustainable Design, John Imes of the Wisconsin Environmental Initiative, Jim Armstrong of Good for Business, Anya Firszt of Willy Street Co-op and Ken Saiki of Ken Saiki Designs. In addition, dozens of people were interviewed from the academic, horticultural, the local foods, economic development, arts, environmental and neighborhood communities. They were universally supportive of the concept and expressed a general willingness to participate in the ongoing planning should this proposal be accepted. Lance McGrath of McGrath Associates is consultant to the economic development team, which is led by Jim Hirsch, president of Paul Davis Restoration and founder of Barnsdale Land Co. Jim is assisted in the financial planning by Bruce Bosben, owner of Apex Property Management and Tom Bergamini, president of BT Squared, Inc. Charlie Quagliana and Peter Rott from Isthmus Architecture are leading the building design team with help from Kurt Straus of Structural Integrity, and Chris Quandt from Bachmann Construction. Phil Barlow, a historic preservation specialist employed by Paul Davis Restoration, is also aiding in building design and coordinating the historic tax credits. Tom Bergamini and Ken Saiki are collaborating on civil engineering and site work. Garrick Maine from Flad and Kris Cotharn are working with Sherrie Gruder on mechanical, electrical and other engineering work required for a LEED certification. Legal work for the project is being done by Jesse Ishikawa of Reinhart Boerner Van Deuren. Accounting is by Steve Pullara of Smith and Gesteland. Our summer intern Emma Laz-Hirsch did community outreach and research on the initial concept. Please see the appendix for resumes of the listed team members and firms 21

25 ASSUMPTIONS BUILDING ASSUMPTIONS Acquisition Cost $ - Gross Sq. Ft. 70,000 Interest Rate 7.50% Net Rentable Sq. Ft. 50,000 Mortgage Term (Years) 30 Building Efficiency 71.4% Debt Ratio 80% Olbrich Space 14,000 Lease Up Period (Months) 12 Yearly Expense Increase 3.0% Rental Rate $ Yearly Income Increase 3.0% Olbrich Rental Rate $ Vacancy 50% 2012 Vacancy 18% Stabilized Vacancy 8% RENTAL INCOME $ 700, DEVELOPMENT COSTS Not-for-Profit For Profit Stabilization Land $ - $ - $ - Hard $ 3,329,356 $ 3,329,356 $ 1,846,493 Soft $ 1,260,419 $ 1,260,419 $ 250,000 Total $ 4,589,775 $ 4,589,775 $ 2,096,493 Total Costs $ 11,276,044 FINANCING % Dollar Total Equity 40% $ 4,525, Private Equity Tax Incremental Financing $ 900, Energy Incentives $ 100, Historic Tax Credits $ 500, New Market Tax Credits $ 500, Brownfield Grants $ 200, Hotel Tax Rebate $ 325, Predevelopment Loan (National Trust) Grants/Donations $ 2,000, Mortgage 60% $ 6,751, Total 100% $ 11,276, Monthly Debt Service ($47,204.28) Yearly Debt Service $ (566,451.31) 22

26 SOFT COSTS % Dollar Architectural and Engineering 21.79% $ 1,000,000 Feasibility Analysis 0.33% $ 15,000 Environmental Tests 0.65% $ 30,000 Legal Fees 2.18% $ 100,000 Title Work 0.00% $ - Property Taxes 0.00% $ - Accounting 0.33% $ 15,000 Course-of-Construction Insurance 0.25% $ 28,190 Marketing 1.00% $ 112,760 Consulting Fees 1.63% $ 75,000 Parkland dedication fees 0.50% $ 56,380 Developer Fee 5.00% $ 563,802 Financing Costs 1.00% $ 112,760 Loan Interest 10.89% $ 500,000 Zoning Costs 0.22% $ 10,000 Permits 0.44% $ 20,000 Total Soft Costs 57.50% $ 2,638,893 Soft Cost Contingency 5.00% $ 131,945 Total $ 2,770,838 23

27 HARD COSTS % Not-for-Profit % For Profit % Stabilization General Project Costs 0.26% $ 29, % $ 29, % $ 62,500 General Requirements 2.66% $ 300, % 300,000 Construction Fees 4.17% $ 470, % 470,000 Site Work 5.72% $ 645, % 645,000 $ 1.20% $ 135,000 $ 1.90% $ 214,000 $ 0.44% $ 50,000 Remediation and Testing 0.35% $ 40, % $ 40, % $ 15,000 Site Utilities 2.22% $ 250, % $ 250, % $ - Concrete Slab 0.14% $ 15, % $ 15, % $ - Demolition 1.18% $ 133, % 133,613 Structure 2.53% $ 285, % 285,028 Exterior 1.97% $ 222, % 222,250 Electrical 2.08% $ 234, % 234,785 $ 2.37% $ 267,225 $ 4.02% $ 453,405 $ 3.94% $ 444,500 $ 0.00% $ - Elevator 0.20% $ 22, % $ 22, % $ - Fire Protection 0.79% $ 89, % $ 89, % $ - HVAC 7.31% $ 823, % $ 823, % $ - Insulation 0.06% $ 7, % $ 7, % $ - Plumbing 0.28% $ 31, % $ 31, % $ - Windows and Doors 1.88% $ 211, % $ 211, % $ - Finishes 0.49% $ 54, % $ 54, % $ 37,000 Total Hard Costs 34.29% $ 3,866, % $ 3,866, % $ 1,678,630 Hard Cost Contingency 10.00% $ 386, % $ 386, % $ 167,863 Total $ 4,252,603 $ 4,252,603 $ 1,846,493 24

28 8 YEAR PROFORMA YEAR INCOME Gross Potential Rent $ - $ - $ 42, $ 700, $ 721, $ 742, $ 764, $ 787, $ 811, Expense Reimbursements $ - $ - $ 4, $ 188, $ 249, $ 256, $ 264, $ 272, $ 280, Vacancy Allowance $ - $ - $ - $ (350,000.00) $ (129,780.00) $ (59,410.40) $ (61,192.71) $ (63,028.49) $ (64,919.35) Effective Gross $ - $ - $ 46, $ 538, $ 840, $ 940, $ 968, $ 997, $ 1,027, EXPENSES Management 4% $ - $ - $ 1, $ 21, $ 33, $ 34, $ 35, $ 36, $ 37, Utilities 2% $ - $ - $ - $ 12, $ 18, $ 18, $ 19, $ 19, $ 20, Insurance 4% $ - $ - $ - $ 18, $ 18, $ 19, $ 19, $ 20, $ 20, Taxes 23% $ - $ - $ - $ 123, $ 126, $ 130, $ 134, $ 138, $ 142, Maintenance 2% $ - $ - $ 2, $ 12, $ 52, $ 54, $ 55, $ 57, $ 59, Total Operating Expenses $ - $ - $ 4, $ 188, $ 249, $ 256, $ 264, $ 272, $ 280, Net Operating Income $ - $ - $ 42, $ 350, $ 591, $ 683, $ 703, $ 724, $ 746, Principle Reduction $ - $ - $ - $ - $ - $62, $67, $72, $77, Interest Expense $ - $ - $196, $360, $455, $504, $499, $494, $488, Replacement Reserves $ - $ - $ - $ - $ 17, $ 17, $ 17, $ 17, $ 17, Leasing Reserves $ - $ - $ - $ - $ 44, $ 44, $ 44, $ 44, $ 44, Net Cash Flow $ - $ - $ (154,875.00) $ (10,000.00) $ 73, $ 54, $ 75, $ 96, $ 118, Capitalization Rate 8% Capital Expenditures $ 250, $ 1,000, $ 4,500, $ 5,000, $ 751, $ - $ - $ - $ - Est. Property Value $ - $ - $ 525, $ 4,375, $ 7,390, $ 8,540, $ 8,796, $ 9,060, $ 9,332, Mortgage Balance $ - $ - $ 3,500, $ 6,000, $ 6,751, $ 6,688, $ 6,621, $ 6,549, $ 6,471, New Debt $ - $ - $ 3,500, $ 2,500, $ 751, $ - $ - $ - $ - Liquidation Value $ (2,975,000.00) $ (1,625,000.00) $ 639, $ 1,851, $ 2,174, $ 2,510, $ 2,860,

29 FINANCIAL PLAN The preceding proformas and following financial plan show how this project can be funded through a variety of existing sources and methods, and clearly demonstrate the financing gap that will need to be filled by fundraising. As established in previous sections, our financial plan demonstrates that those portions of the project that serve private interests are self-sustaining, while the public spaces will require non-traditional funding. A true fundraising plan has not yet been produced. That level of involvement will be initiated following the acceptance of our proposal, which would justify the additional investment. What we will demonstrate in the following section is the broad spectrum of grant and loan funding that will be available to this project due to the nature of our vision. Our project, to place an interdisciplinary sustainability center into a facility welcoming and useful to the public, requires extensive interior structural modifications and a variety of relatively expensive uses for which there is not a practical market return, specifically, the proposed lecture hall, classroom, reception, gallery and conference spaces. In addition, our commitment to achieve a LEED certification in an historic building has technical and financial challenges as well. As a demonstration project it must reflect state-of-the-art thinking in sustainable design. The variety and expanse of spaces and uses will require a significant investment in engineering and design. The long term paybacks in reduced operating costs will be difficult to project as there is very little historical precedent to compare with. For a concise summary of our sources and uses, please see the information provided on the preceding spreadsheets. 26

30 GRANT/LOW INTEREST LOAN FUNDING SOURCES Historic Preservation: This would be the first LEED certified building that is also listed on the National Register of Historic Places in the State of Wisconsin. That lends itself to a number of fundraising opportunities. The last several years has seen a growing dialogue between green building advocates and historic preservation advocates who have identified challenges in meeting both the LEED requirements and those of the U.S. Secretary of the Interior. There is now recognition in both communities that new technology and practices could make historic preservation more energy efficient without compromising the character defining features of a structure. There is also awareness at the U.S. Green Building Association, the author of the LEED standards, that the most sustainable building is often an existing building. In addition to grant funds, the Rehabilitation Investment Tax Credit (RITC) and New Markets Tax Credit (NMTC) will be sought Technology: As Sustainability grows in acceptance and companies like DOW Chemical and United Technologies recognize and embrace its practical utility, there is an increasing need to advance the dissemination of these ideas and encourage the creative thinking that will lead to the technological, financial, and political breakthroughs of the next period. Well conceived projects to further this agenda have a wide range of sources to approach for funding in this respect. Humanities: The desire to make the Center not just a marketplace of ideas but a marketplace of public activity and commerce provides access to yet another range of funding sources that focus on cultural expression and experiences. The location of the center in a world class botanical garden with a mission of promoting sustainable horticulture can make our project even more appealing. Environmental: It is expected that some number of the projects tenants will be more traditional environmental organizations. The ability for cross fertilization of ideas and the provision of shared training and educational facilities can make our project attractive to a number of funding sources that typically support environmental causes. In regards to the site, Brownfield Grants will be sought to help mitigate any contamination in and around the building. Community Supported Agriculture: There is a growing movement to create local and regional markets for agricultural products to reduce the imbedded energy in production and distribution, to increase the availability of healthful, fresh and tasty food, and to improve the quality of rural life. These causes have their benefactors who can be approached to support those parts of our project that advance their cause. 27

31 Economic Development: Our goal to create a center, the purpose of which is to improve the quality of life, can only have a positive impact on economic development efforts and be attractive to those foundations who wish to support business friendly efforts in social and environmental progress. In addition, the amount of masonry restoration work and increased labor relative to recycling existing building materials can lend itself very well to entry level jobs that can provide a meaningful pre-employment experience. Previous experience suggests that there are a number of fine and qualified organizations to take advantage of this opportunity, and who also have access to the funds that support it. It is anticipated that this facet of our project may qualify for Community Development Block Grant (CDBG) funding. Alternative Transportation: As a stated object of the project, to encourage the use of alternative forms of transportation, it is reasonable to expect that modest grants may be available for these activities as well. Everything from showers and bike racks, to shelters and shuttles will make the project better and can also attract private grants from the advocates of these solutions. Sustainable Design: In 1996 Professor Phil Lewis published Planning for Tomorrow, a Guide to Sustainable Regional Development. Since then Professor Lewis work has been disseminated around the world with his alumni. Concepts and practices that were revolutionary and new when he introduced them have become part of the common language and practice of planners and designers. A more recent interest in regional planning fueled in part by the sustainability movement has led to a renewed interest in his ideas. Dr. Lewis has generously offered to help in any way he can to raise funds for this project, including the direct solicitation of his former students. 28

32 BANKING REFERENCES The proforma from the preceding section has demonstrated that this project will produce a return on investment within five years. This makes the possibility of securing a traditional loan much more likely. Apex Property Management Anchor Bank Capitol Square 25 W. Main St. Madison, WI Phone: Paul Davis Restoration Michael Flynn Monona State Bank 5515 Monona Drive Monona, WI PROJECT REFERENCES: Please review the resumes and company profiles listed in the appendix for a comprehensive list of projects completed by our team members. 29

33 TERMS AND CONDITIONS OF OPTION AND LONG TERM LEASE The Developer is requesting an option to purchase. This site contains many potential hidden surprises for any developer, and as a result, Developer cannot commit irrevocably to purchase the Property until it has undertaken thorough due diligence. An option is the most practical way of addressing those concerns in a manner satisfactory to both the City and the Developer. Price for Option: $1.00, plus the results of any due diligence obtained by Developer should the option not be exercised. Such results would include all information collected or produced by Developer pertaining to the condition of the Property, such as environmental reports, engineering reports, traffic studies; appraisals, and architectural studies. Purchase Price if Option is exercised: $1.00. Reason: given the high development costs, the dilapidated condition of the building, and the current environmental contamination of the property, the Property currently has a negative value. Interest in the Property to Be Conveyed: So that the City does not have to relinquish total control over the Property, the interest conveyed would be a 99- year leasehold interest rather than fee simple interest. Terms of the 99-year lease are described below. Term of option: one year, with the right to extend for an additional year if, despite the Developer's diligent efforts, one year proves insufficient to gather the information and funding to proceed. Developer's duties: So long as the Option is in effect, Developer would be required to use diligent efforts to: o Establish a 501(c)(3) corporation to act as the second developer team; o Conduct environmental studies; o Conduct structural analyses; o Review title evidence; o Complete energy modeling; o List the Property on the National Register of Historic Places; o Submit an application for historic rehabilitation tax credits; o Finalize a construction and development budget; o Finalize a phasing plan; o Prepare architectural plans for City review and approval; o Secure interim financing, and, for the first phase, construction and permanent financing; o Begin securing equity financing; o Begin securing charitable contributions; o o Secure preleasing necessary to satisfy lender requirements; Obtain all necessary City approvals in connection with: The proposed use and development of the Property; Obtaining the requested City assistance described in Section of this proposal. 30

34 City's duties: o o o Make all information that the City already has regarding the property available to the Developer within fifteen days of the Option's execution. These would include environmental reports, engineering reports, surveys and the like. Order a preliminary title insurance commitment within fifteen days of the Option's execution. Make the Property available at all times (upon prior reasonable notice by Developer) to Developer for inspections and testing. Developer will indemnify the City for any liability arising out of such inspections (but not for pre-existing conditions, such as the discovery of pre-existing adverse environmental conditions). Lease If the Option is exercised, the Property would be leased to the Developer for a period of up to 99 years on the following terms and conditions: Rent: $1.00 per year, totally triple net, aside from the tasks. Use: any use allowed by applicable zoning and allowed by the Foundation (the second development team). Recall that the Foundation will include as members representatives of the City, the neighborhood and the Olbrich Botanical Society. Duties of Developer: o Maintain and repair the improvements on the Property in good condition (these would include structural as well as nonstructural portions of the improvements). o Make replacements where necessary. o Insure the Property. o Pay, prior to delinquency, all real estate taxes levied against the Property. COMPETETIVE PROJECTS/BANKRUPTCY No member of the Barnsdale team has competitive projects or bankruptcy to report 31

35 SCHEDULE 32

36 33

37 34

38 SPECIAL CONDITIONS Description of long-term lease terms Option Agreement The Developer is requesting an option to purchase. This site contains many potential hidden surprises for any developer, and as a result, Developer cannot commit irrevocably to purchase the Property until it has undertaken thorough due diligence. An option is the most practical way of addressing those concerns in a manner satisfactory to both the City and the Developer. Price for Option: $1.00, plus the results of any due diligence obtained by Developer should the option not be exercised. Such results would include all information collected or produced by Developer pertaining to the condition of the Property, such as environmental reports, engineering reports, traffic studies; appraisals, and architectural studies. Purchase Price if Option is exercised: $1.00. Reason: given the high development costs, the dilapidated condition of the building, and the current environmental contamination of the property, the Property currently has a negative value. Interest in the Property to Be Conveyed: So that the City does not have to relinquish total control over the Property, the interest conveyed would be a 99-year leasehold interest rather than fee simple interest. Terms of the 99-year lease are described below. Term of option: one year, with the right to extend for an additional year if, despite the Developer's diligent efforts, one year proves insufficient to gather the information and funding to proceed. Developer's duties: So long as the Option is in effect, Developer would be required to use diligent efforts to: o Establish a 501(c)(3) corporation to act as the second developer team; o Conduct environmental studies; o Conduct structural analyses; o Review title evidence; o Complete energy modeling; o List the Property on the National Register of Historic Places; o Submit an application for historic rehabilitation tax credits; o Finalize a construction and development budget; o Finalize a phasing plan; o Prepare architectural plans for City review and approval; o Secure interim financing, and, for the first phase, construction and permanent financing; o Begin securing equity financing; o Begin securing charitable contributions; o o Secure preleasing necessary to satisfy lender requirements; Obtain all necessary City approvals in connection with: The proposed use and development of the Property; 35

39 Obtaining the requested City assistance described in Section of this proposal. City's duties: o Make all information that the City already has regarding the property available to the Developer within fifteen days of the Option's execution. These would include environmental reports, engineering reports, surveys and the like. o Order a preliminary title insurance commitment within fifteen days of the Option's execution. o Make the Property available at all times (upon prior reasonable notice by Developer) to Developer for inspections and testing. Developer will indemnify the City for any liability arising out of such inspections (but not for pre-existing conditions, such as the discovery of pre-existing adverse environmental conditions). Lease If the Option is exercised, the Property would be leased to the Developer for a period of up to 99 years on the following terms and conditions: Rent: $1.00 per year, totally triple net, aside from the tasks. Use: any use allowed by applicable zoning and allowed by the Foundation (the second development team). Recall that the Foundation will include as members representatives of the City, the neighborhood and the Olbrich Botanical Society. Duties of Developer: o Maintain and repair the improvements on the Property in good condition (these would include structural as well as nonstructural portions of the improvements). o Make replacements where necessary. o Insure the Property. o Pay, prior to delinquency, all real estate taxes levied against the Property. On-going maintenance and rental costs Developer requests City to pay rent for the City Parks Departments use of the west end of the building. Rent would be discounted from market rates. Because the development costs are too great to permit more than 25% of the rentable space to be provided at no cost, and because the space will ultimately be too valuable for use as cold storage, warehouse or garage, this space can be provided at below-market rates for no more than 5 years while the remainder of the project is being developed. Developer requests City to help with financing the public improvements in the Garver Feed Mill, specifically street modifications on Fair Oaks, the development of a new drive and bike paths through the trees from Fair Oaks to the building, public washrooms for the use of Park visitors, modifications to make building handicapped accessible and lecture hall either through low cost loans or TIF funds. Developer requests that the City perform snow removal from all hard surfaces including the access drive, parking lot, walkways, and access areas adjacent to the building. 36

40 Developer requests that the City waive hotel room taxes to the lodging component for 5 years to permit those funds to be applied to the improvement of the property. Developer expects that the lodging component will be the first space developed in the mill. Reduced rent will be charged to the tenant to reflect the unfinished surroundings, which will likely result in a slower start up and or discounted room rates. 37

41 CHECKLIST Transmittal / Acknowledgement Letter with executed Disclosure and Disclaimer Description of Organization Form, Team Member, Personnel Summary of Qualifications of Developer / Team Description of Relevant Experience of Developer / Team Disclosure of Competitive Projects, Bankruptcy, and Litigation List of Current Financial Banking References Description of Qualifications of Architect / Design Team Qualifications and Letter of Commitment from Bondable General Contractor(s) Statement of Garver Feed Mill Design Concept Development Project Management Plan Estimate of Total Costs Financial Plan / Structure Special Conditions Twenty (20) sealed copies of submission, CD containing the submission in Word or PDF format 38

42 APPENDIX Summary of Qualifications and Description of Relevant Experience Qualifications and experience of each team member will be described in the following section, in alphabetical order 39

43 PHILLIP L BARLOW Education: University of Vermont Historic Preservation Program Burlington, VT M.S., Historic Preservation Eckerd College St. Petersburg, FL B.A., Anthropology Experience: 2006-Present Paul Davis Restoration and Remodeling Cottage Grove, WI Estimator/ Historic Preservation Specialist Create estimates for commercial and residential properties damaged by flood, fire and vehicle. Provide consulting services on projects that involve historic resources, including mortar analysis and specifications, historic research, paint analysis and measured drawings of historic features Establish and promote a historic preservation/restoration wing of the Paul Davis enterprise 2006 (6 months) Wisconsin Historical Society Madison, WI Limited Term Employee, Historic Preservation Compliance Office Primary responsibilities included updating the AHI database, organizing and disposing of compliance documents, scanning and labeling slides from historic resource surveys, and entering new projects into the compliance database New England Preservation Collaborative, Inc. Essex Junction, VT Co-Founder, Chief Financial Officer, Preservation Consultant NEPC, inc. is a collaboration of graduates from the University of Vermont Historic Preservation Program who seek to provide a holistic and team-oriented approach to historic preservation. Services offered include National Register nominations, Rehabilitation Investment Tax Credit form preparation, archival documentation, website design and historic record management consultation Recent Projects Assessment of Historic Electricity Generating Facilities on the Burlington, VT Waterfront (co-author) Act 250 Review East Avenue Co-Housing Development, Burlington, VT (author) Section 106 Review Edmunds Middle School Acoustic Renovation, Burlington, VT (author) Photographic Documentation Report Abare House on the Intervale, Burlington, VT (author) Website Development Historic Harrisville, Harrisville, NH (developer) Grant writing: Cynthia Woods Mitchell Fund for Historic Interiors for Shelburne Farms, VT (author) accepted for full amount requested Johanna Favrot Fund for Historic Preservation for Shelburne Farms, VT (author) Building Condition Assessment Hope Community Church, South Walden, VT (author) Federal Rehabilitation Investment Tax Credit Applications: Main Street, Fair Haven, VT 1894, three-story commercial structure (author) 111 St. Paul Street, Burlington, VT 1820, four-story commercial structure (author) 40

44 Barlow Preservation Services Essex Junction, VT Owner/Operator Barlow Preservation Services is a sole-proprietorship that provides sub-contracted traditional trades services to primary preservation contractors. Recent projects include providing masonry labor for the reconstruction of chimneys at the Windsor Public Library and managing the emergency stabilization of the Hill House stone barn in Isle La Motte, VT Burlington Department of Planning And Zoning Burlington, VT Intern- Surveyor Conduct a historic sites and structure survey for the portion of Burlington known as Prospect Park in conjunction with a 36CFR-qualified consultant Implement the digital technique developed by the Vermont Division for Historic Preservation 2004 The University of Vermont Burlington, VT Development Economics Project Creation of a development proposal for the Wheeler House carriage barn, an underused and neglected structure owned by the university. The report outlines alternative uses that respect the buildings architecture and history, details treatment recommendations, and estimates cost Presentations: 2005 Vermont GIS EXPO April 5 The Use Of GIS Within State Historic Preservation Offices 2005 VCGI Roundtable July 13 The Use Of ArcPad software at the Vermont Division for Historic Preservation 2005 Preservation Education Institute November 6 Formation of the New England Preservation Collaborative Joint Presentation 2006 Vermont Advisory Council for Historic Preservation February 27 Presentation of findings following evaluation of surveys conducted in 1993,1994,and

45 Principal of BT2, Senior Hydrogeologist TOM BERGAMINI, P.G. Education: M.S. Water Resources Management, University of Wisconsin-Madison B.S., Natural Resources (Landscape Architecture) University of Wisconsin-Madison Areas of Expertise Brownfield Regulation and Redevelopment Leaking Underground Storage Tank Regulations Petroleum Contamination and Remediation Registration Professional Geologist, Wisconsin Experience: Principal and Senior Hydrogeologist, BT², Inc to Present Petroleum Response Hydrogeologist, Bureau of Remediation and Redevelopment, Wisconsin Department of Natural Resources ( ) Solid Waste Hydrogeologist, Bureau of Solid Waste, Wisconsin Department of Natural Resources, ( ) Landscape Architect, Self-Employed ( ) Affiliations: Wisconsin Ground Water Association National Ground Water Association Wisconsin Petroleum Equipment Contractors Association Continuing Education National Ground Water Association Midwest Focus Ground Water Conference, October 1999 Experience: Brownfields Regulation and Redevelopment Co-owner of Gateway Real Estate, LLC, a wholly separate brownfield acquisition and redevelopment company. Prepared rapid closure strategy for soil/groundwater contamination at a former landfill. Total cost of environmental work will be at least 80% less than former consultant estimated. 42

46 Analyzed and developed investigation/remediation strategies for industrial brownfield sites ranging from 1 to 41 acres. Team leader for two successful $200,000 Federal EPA brownfield grant applications. Petroleum Investigation and Remediation Large client project manager for multi-facility petroleum wholesaler retailers in Wisconsin, Illinois, and Iowa. Direct teams of project managers to serve diverse client needs, including investigation/remediation, regulatory review/analysis, compliance assistance, and civil design. Lead team of project managers for large petroleum wholesaler/retailer with 30 locations in Central Wisconsin. In eight years only one sight has required an active engineered remediation system. Project manager for over 100 LUST investigations/remediation sites. Wrote portions of Wisconsin s underground storage tank rules as a member of the "Flammable and Combustible Liquids Subcommittee," Wisconsin Department of Industry Labor and Human Relations. Chlorinated Solvent Related Work Investigated degree and extent of chlorinated solvent release at Madison solid waste facility; demonstrated remediation was occurring through natural attenuation and negotiated site closure within one year of assignment to project. Managed historical review and groundwater investigation of dry cleaner facility in Dane County. 43

47 GREGG R. BORUCKI, P.E. Senior Civil Engineer Areas of Expertise: Site Development Subdivisions Municipal Wisconsin Department of Transportation Construction Administration Transportation Water Resources Education: B.S., Civil Engineering, University of Wisconsin Milwaukee Certifications: FHWA Safety Inspection of In-Service Bridges Registration: Professional Engineer, Wisconsin Professional History: Senior Project Manager, BT 2, Inc., 2005 to present Manager, TEAM Engineering, Inc., 1997 to 2005 Project Manager / Engineer, Vierbicher Associates, Inc., 1991 to 1997 Affiliations: Member American Society of Civil Engineers Continuing Education: Solving Neighborhood Traffic Problems HECRAS and WSPRO Hydraulic modeling Bridge Inspection Certification, PONTIS Designing wastewater pumping systems and lift stations 8-Hour Hazwoper refresher Franklin Covey 7 Habits of Highly Effective People Experience: Mr. Borucki has 16 years of experience in civil engineering related to property development and roadway design and construction. He has particular experience with planning and design of roadways and building sites, utilities, grading, stormwater management, and negotiating for municipal and regulatory agency approvals. Mr. Borucki has worked with developers, contractors, WisDOT and private clients to manage projects such as subdivisions, industrial parks, highways, and drainage features. As project 44

48 manager with BT2, Mr. Borucki oversees project coordination, public involvement, development, design, budget, client communication, and construction administration. Land Development and Subdivisions Waterford Glen Subdivision City of Fitchburg. Design and construction management for approximately $2M of site development and infrastructure including roadway design for resident and collector roadways, layout for future roundabout, platting, watermain, sanitary sewer, storm sewer, temporary and regional stormwater detention, asphalt roadway, curb and gutter, sidewalk, bike path, bid documents, pay requests, special assessment dollars, and construction staking. Apple Creek Condominium City of Appleton. Layout, design and construction staking setup for 33 acres of condominium development including asphaltic roadways, curb and gutter, sidewalk, pathways, decorative faux bridge layout, ponds with fountains, stormwater management plan and storm sewer, sanitary sewer, watermain, regulatory approvals, landscape architecture and lighting layout coordination, CSM, and topographic survey coordination. Badger Prairie Health Care Center Dane County. Site report and analysis of various Dane County sites including location, grading and earthwork, utilities, existing structures, stormwater, access, land use, geotechnical, topographic survey, and wetlands for the placement and construction of the new health care facility. The Crossings City of Fitchburg. Layout, design and construction administration for 18 acres of condominium development including topographic survey, asphaltic roadways, curb and gutter, sidewalk, pathways, decorative faux bridge layout, regional detention ponds layout with fountains, stormwater management plan, rain gardens, storm sewer, sanitary sewer, watermain, earthwork phasing and balance, regulatory approvals, landscape architecture and lighting layout 45

49 BRUCE BOSBEN Education: University of Wisconsin, Madison BBA: Real Estate Finance and Operations Management Business Development Experience: Began purchasing rental properties in This business was incorporated as Apex Properties Inc. in 1993 and now owns over $60 million in Madison real estate Owner and operator of the following entities: Apex Property Management Apex Maintenance Apex Remodeling Warren Heating Warren Electric McCullough Plumbing Mark s Reddi-Rooter Main Fire Protection These entities employ over 100 people, and manage 1200 apartments, 450 condo units and 250,000 square feet of commercial space. Apex Property management oversees over $250 million in property in Dane County for over 80 customers, including the U.S. Bank Trust, WARF, and AnchorBank Apex has worked as property manager for the developer on several condominium projects including The Marina and 100 Wisconsin Ave Over the last five years Apex has raised over $10 million in limited liability private placements, buying over $40,000,000 of Dane County real estate in seven investment groups Historic Restoration Experience: Apex has redeveloped the Caspersen Die Company building in Dickinson and the Railroad Roundhouse on Commercial Avenue into office buildings Apex owns and has restored several National Historic Register properties in Madison including: 22 N. Butler, 116 E. Gorham, 620 S. Ingersoll, and 302 S. Mills Apex owns and has restored several properties designed by well known architects such as Frank Riley, Claude & Starck and Martin Schneider, including: 2206 Kendall, 2324 Kendall, 416 Castle Place, 1315 Jenifer St., 1342 & 1346 Rutledge St Affiliations: Recently elected to the board of directors of Frank Lloyd Wright Wisconsin 46

50 Résumé Kris Cotharn, PE, LEED AP Senior Engineer Role Project Manager/Lead Mechanical Engineer Experience 15 Total 11 With KJWW Education Kansas State University BS Architectural Engineering 1991 Licenses Professional Engineer 1997 Wisconsin Accreditations LEED Accredited Professional 2006 Affiliations ASHRAE ASPE Kris is a Mechanical Department Supervisor at KJWW's Madison Office and a seasoned Project Manager and Lead Mechanical Engineer experienced in fire protection, heating, ventilation, air conditioning (HVAC), piping, heat recovery, humidification, and special environmental plumbing systems. She is a licensed Professional Engineer and is adept at facility assessments, feasibility studies, cost estimating, systems comparisons, life-cylce costing, and energy analysis. She has served as Project Manager and Mechanical Design Engineer on numerous State of Wisconsin Division of State Facilities (DSF) projects. Related Experience Lussier Community Building Madison, WI Role Project Manager New 11,250 SF Community Center...$300,000 Wisconsin Department of Nat. Resources Fitchburg, WI Role Project Manager Office Bldg 9,000 SF Expansion / 21,000 SF Renovation...$2,200,000 Olivet Nazarene University Bourbonnais, IL Role Lead Mechanical Engineer Ludwig Student Union Renovation...$1,000,000 University of Wisconsin Stevens Point, WI Role Project Manager Student Center 43,000 SF Addition & Renovation...$26,000,000 University of Wisconsin Kenosha, WI Role Lead Mechanical Engineer Physical Education Center 121,000 SF Expansion / 22,000 SF Renovation...$11,500,000 University of Wisconsin Milwaukee, WI Role Mechanical Engineer Lapham Hall Laboratory South Wing 86,000 SF Renovation...$11,000,000 47

51 SHERRIE GRUDER Sustainable Design Specialist, LEED Accredited Professional Distinguished Lecturer Energy Program Coordinator UW-Extension Solid & Hazardous Waste Education Center Ph: direct Sherrie Gruder is a Sustainable Design Specialist for the University of Wisconsin- Extension. Based in Madison, Sherrie provides statewide education and technical assistance on green building, sustainable development, energy conservation and renewable energy. Sherrie is working on many fronts to promote sustainable development and create an infrastructure to facilitate it in Wisconsin. She works with state and local government, architects, engineers, contractors, haulers, renewable energy providers, suppliers and the public. Sherrie also coordinates the state public benefits energy program- Focus on Energy- for UW-Extension s statewide network of agents. Sherrie is a LEED Accredited Professional by the US Green Building Council and is serving a second term on its core Government Committee. She is on the MTS committee that developed the National Sustainable Product Standard. Sherrie has served six years on the education and advocacy committee of the Wisconsin Green Building Alliance. She served on the advisory council for the Habitat ReStore and on the technical advisory committee of the Wisconsin Green Built Home Program. Sherrie is trained in The Natural Step and is a founding member of the North American EcoMunicipality Network. Sherrie chairs the City of Madison Sustainable Design & Energy Committee, co-chaired the Madison Mayor s Energy Task Force and co-authored the blueprint to make Madison a green capital city with sustainable design and energy supporting its economic vitality. In that role she has organized trainings for city staff on commissioning and retrocommissioning, The Natural Step and energy conservation, drafted resolutions on topics from renewable energy purchase to green building, organized a clean energy challenge campaign with city wide partners, served on the LEED-EB Monona Terrace design team, and helped obtain two US DOE grants to make Madison a solar city. Some statewide outreach includes consulting on the Governor s Green Building Executive Order (April 2006), serving on the Milwaukee Mayor s Green Team, providing technical assistance and education to the Sustainable Marshfield Committee, working on comprehensive energy planning for the Lac de Flambeau Tribe and green business park development for the Oneida County Economic Development Consortium. Sherrie works in an advisory capacity on several LEED green commercial building projects in Wisconsin. She does a green building show on WI Public Radio and leads the annual Wisconsin Tour of Solar Businesses in Madison. 48

52 JIM HIRSCH Owner, Paul Davis Restoration of Lakeland Counties 837 Ottawa Trail Madison, WI Owner: PDR of Lakeland Counties since Recipient Dane County Small Business of the Year 2005 Statement of Qualifications: Demonstrated ability to work with a variety of people and reconcile seemingly conflicting interests to the mutual benefit of all parties Intimately familiar with the construction trades and the technical requirements of historic preservation projects Demonstrated fiduciary responsibilities Fully qualified to identify and coordinate resources necessary to execute complex organizing projects Philosophically committed to creating business models that reward private enterprise and recognize the triple bottom line of financial, environmental and social responsibility. Professional Profile: Most of my career has been characterized first by imagining and then realizing projects of some public benefit. These projects typically required the cooperation of diverse groups of people and often were undertaken under difficult circumstances and against considerable odds. I have learned over the years how to succeed by helping others to be successful. I organized events, campaigns of all kinds, conferences, jobs, projects and businesses. Some events were small but important for the variety of participants or the outcome of the event; others quite large in the number of people that participated or were directly impacted. I wasn t always the person in charge. Sometimes I initiated the project and found the person with greater skill and experience to run the project while I participated in a supporting role. Professional Positions: President, Paul Davis Restoration of Lakeland Counties Vice President Residential Division, Paul Davis Restoration, Milwaukee Construction Manager, Milwaukee Housing Assistance Corporation Vice President Estimating, Sid Grinker Co Director Research & Education, Southern WI Carpenter s District Council Commercial Construction Manager, Project Development Construction Commercial Construction Estimator/Expediter, Torke-Maslowski Journeyman Carpenter, Local 264 Milwaukee, Wisconsin 1980 Organizer, Santa Clara, Santa Cruz, San Benito County Bldg. Trades Council 49

53 Representative Projects: Organizing No on I Campaign Gilroy California Formed a coalition to oppose a ballot initiative to prevent the rezoning land from residential to campus industrial. The initiative was defeated and the first ever Mexican-American was elected to the Gilroy City Council. Created lasting new relationships across class & culture. Another consequence was environmentalist and the Carpenters Union began to work together for the first time. Yes on 14 San Jose, California Organized a successful city wide coalition to encourage the existing at-large city council to place on the ballot an initiative to change the city charter to provide for increased district representation. Ran the successful campaign to win at the polls. Outcome was a healthier body politic in San Jose, enduring new cross cultural relationships, and a history of environmental and social progress at the local level. Building Trades Family Jamboree Day long family event at county fairgrounds including an arts and crafts pavilion, construction trade & technology pavilion, environmental and development issues pavilion, juried photo exhibition, ethnic food, music, trade demonstrations and contests of strength and skill attracting over 35,000 people. Outcomes were increased cooperation among the building trades and their employers through new lasting institutions, improved training and higher standards of technical skill. Historic Preservation Iron Block Building Performed labor on the historic Restoration of the last remaining Iron Clad steel frame building in downtown Milwaukee. Schlitz Brewery Estimated and managed the first project in the decade long restoration of the historic Schlitz project for Grunau Project Development. Milwaukee University School Managed the general construction of the adaptive re-use of the Historic University School in Fox Point Wisconsin, to the new Jewish Community Center Campus. Apex Management Roundhouse Estimated and currently managing the fire damage restoration of the historic railroad roundhouse on Commercial Drive; includes extensive masonry restoration. Business Development Milwaukee Housing Assistance Corporation Assisted at the start up of a non-profit community housing developer that successfully rehabbed and managed several hundred units of affordable housing on Milwaukee s near west side including three historic apartment buildings. 50

54 Milwaukee Carpenter s Co-op Created a worker and community owned cooperative to rehab inner city housing and create an entry vehicle for women and minorities into the skilled trades. Rehabbed nearly 100 units of housing before collapsing for want of co-op management ability. Resulted in a substantial commitment by the carpenters union to participate in solving inner city problems including dozens of carpenters actively campaigning for an African- American woman, Gwen Moore, in her first run for state senate. Paul Davis Restoration Created a successful company from start-up to one of the largest in a national network of 225 companies working closely with insurance companies and policy holders to settle claims resulting from property damage. Provides the best benefit package in the local cleaning & restoration industry. First business fleet of hybrid cars in Madison. Consistent and growing financial support for the Wisconsin Alliance for Fire Safety, UW Burn Center, Red Cross. Affiliations: Board member, Wisconsin Alliance for Fire Safety Member National Trust for Historic Preservation Member Madison Trust for Historic Preservation Member U.S. Green Building Council Member Wisconsin Green Building Alliance Member Restoration Industry Association 51

55 JESSE S. ISHIKAWA EDUCATION: Undergraduate degree- Middlebury College Law degree University of Michigan PROFESSIONAL EXPERIENCE: Jesse Ishikawa is a shareholder in the firm s Real Estate Department and practices from the firm s Madison office. Jesse represents developers, mortgage lenders and businesses in all aspects of real estate law, including purchases, sales, commercial leasing and development transactions. Representative projects include: Structuring tax-deferred exchanges. Obtaining tax incremental financing. Developing the largest private multifamily apartment building ever constructed in Madison. Creating condominiums for downtown and suburban residential developments, industrial development and resorts. Developing industrial, research and office parks, and redeveloping blighted areas. Creating elderly housing communities, residential and industrial subdivisions, golf courses and resort communities. RELEVANT ACCOMPLISHMENTS: Listed under Real Estate in the publication The Best Lawyers in America, America s Leading Business Lawyers and Chambers USA, which refers to Jesse as one of Madison s finest lawyers. Madison s top real estate lawyer, according to Madison Magazine s two most recent polls of local attorneys. Frequently called upon to assist other lawyers throughout Wisconsin as an expert in condominium, tax incremental financing and easement law. A frequent lecturer at the State Bar Annual Commercial Real Estate Seminar. Recent lecture topics include Drafting Better Condominium Documents and Tax Incremental Finance Update. The co-author, with Brian Mullins, of Drafters Guide to Wisconsin Condominium Documents, which won the Best New Continuing Legal Education Product for 2005 award given by the State Bar of Wisconsin, and the 2005 Award for Outstanding Achievement in Publications given by the Association for Continuing Legal Education, and international association of legal publishers. Trustee of the Madison Museum of Contemporary Art and its general counsel. Led a successful effort in 1987 to erect a monument to soul singer Otis Redding near the site where Mr. Redding s plane crashed twenty years earlier. Regularly donates pro bono legal services to churches, mental health agencies, museums and other civic organizations needing help with their real estate issues. PROFESSIONAL ORGANIZATIONS: American College of Real Estate Lawyers 52

56 Résumé Rick Leverenz, PE Senior Engineer Role Lead Electrical Engineer Experience 11 Total 11 With KJWW Education University of Wisconsin at Madison BS Electrical Engineering 1995 Licenses Professional Engineer 2001 Wisconsin Rick is experienced in a variety of electrical systems, including power distribution, illumination design, system controls, and alarm and communication systems. He has served as electrical design engineer on numerous Division of State Facilities (DSF) projects for the State of Wisconsin, as well as educational, office, commercial, hospital, lab and data center projects. Related Experience Goodman Community Center Madison, WI Role Project Manager Community Center Renovation...$5,700,000 University of Wisconsin Milwaukee, WI Role Lead Electrical Engineer Lapham Hall Laboratory South Wing 86,000 SF Renovation...$11,000,000 University of Wisconsin Madison, WI Role Lead Electrical Engineer Waisman Center Renovation - Molecular/Animal Lab...$8,000,000 Crewhouse Training Center / Boat Storage 52,000 SF Expansion & Renovation...$6,200,000 Charter Street Heating Station Renovation...$1,500,000 University of Wisconsin River Falls, WI Role Lead Electrical Engineer Hunt Arena / Knowles Athletic Center 12,300 SF Renovation...$2,200,000 University of Wisconsin Greenbay, WI Role Lead Electrical Engineer Student Services 20,000 SF Renovation...$1,300,000 Olivet Nazarene University Bourbonnais, IL Role Lead Electrical Engineer Ludwig Student Union Renovation...$1,000,000 53

57 Résumé Ingrid McMasters, LC Lighting Designer Role Lighting Designer Experience 12 Total 5 With KJWW Education University of Minnesota - Twin Cities BA Architecture & Spanish 1996 Accreditations NCQLP Lighting Certified 2001 Affiliations IES Presentations & Publications Consulting-Specifying Engineer 2004 Different Lighting Options for Open Offices Illinois Public Library Association "Lighting for Contemporary Libraries" 2005, ASHE Region 6 "Lighting Trends in Healthcare" 2005 Awards IESNA, Illumination Design Award - State Street 2006 Ingrid has been working in lighting design since Her main objective is to emphasize the architect's vision through creative, cost effective use of architecturally integrated luminaries. She is particularily interested in studies involving lighting and health. Her experience includes streetscapes, retail, hospitality, medical, educational, high-end residential and congregational spaces. She is the chairperson of KJWW's Lighting Committee and is Program Chairperson of the local Illuminating Engineering Society. Lighting Design Experience Wexford Ridge Neighborhood Center Madison, WI Role Lighting Designer New 11,250 SF Community Center...$300,000 City of Madison Madison, WI Role Lighting Designer Historic State Street Redevelopment and Lighting Redesign...$15,000,000 Capitol Square Fountain Lighting...$100,000 University of Wisconsin Green Bay, WI Role Lighting Designer University Union 27,000 SF Remodel & Expansion...$4,800,000 Family Centers, Inc. Middleton, WI Role Lighting Designer Family Center Building 30,000 SF Addition and Remodel...$1,300,000 Veridian Homes Madison, WI Role Lighting Designer New 32,000 SF Headquarters Including Lighting for House Finishes Showroom...$1,500,000 OSF St. Francis Medical Center Peoria, IL Role Lighting Designer CHOI/North Gerlach 440,000 SF Addition - Pursuing LEED...$123,000,000 54

58 Resume Education Bachelor of Science-Architecture University of Wisconsin-Milwaukee (1971) Two years of Architectural Graduate Studies University of Wisconsin-Milwaukee (1973) Registration Registered Architect-WI (1992) LEED Accredited (2003) Professional Societies and Activities Member-American Institute of Architects (AIA) Member-AIA Wisconsin Member-Board of Directors WasteCap Wisconsin Member-American Solar Energy Society Representative Member - U.S. Green Building Council Member-State of Wisconsin Dept. of Commerce Ad-Hoc Committee for Wisconsin Energy Conservation and HVAC Commercial Code Wisconsin Green Building Alliance Member-Mayor of Madison, Wisconsin s, Energy Task Force Presentations and Seminars Dollars and Sense: The Other Side of Green design and Construction, SMPS Green Conference March 2004 Sustainable Design in Action: A comparative Case Study of Two Building, U.S. Green Building Council First Annual International Green Building Conference November 2002 Modeling Laboratory Design: An Integrated Process, Labs for the 21st Century October 2002 Going with the Grain: Sustainable Wood, Wisconsin Green Building Alliance, Madison, Wisconsin AIA Minnesota 2000 State Convention Garrick Maine, AIA, LEED AP, Associate Project Designer Flad & Associates Experience and Key Projects Mr. Maine is one of Flad s leading architectural designers; his strength lies in his creativity and conceptual visualization skills. An articulate and experienced designer, Mr. Maine is a team player and is able to balance aesthetic and budget issues. He encourages client participation in design decisions and listens well. Mr. Maine s responsibilities have ranged from facility programming and master planning to conceptual and detailed design involving both new and renovated office and mixed-use structures. Beyond his design skills, Mr. Maine has developed a strong interest and expertise in the realm of energy efficient facilities and sustainable, or green architecture. He is Flad s representative to the U.S. Green Building Council and Wisconsin Green Building Alliance, and has worked with our clients to identify and incorporate appropriate materials, technologies, and construction practices into their projects. Mr. Maine s relevant project experience includes: Pacific Northwest National Laboratory, Physical Science Facility; Richland, Washington Sustainable design architect for this new $224 million Physical Science Facility funded by Department of Energy s Office of Science, the National Nuclear Security Administration and the Department of Homeland Security. The 335,000-square-foot facility will include 175,000 square feet of laboratories and will house approximately 455 staff. R&D capabilities located within the facility will include subsurface science, materials science and technology, chemistry, shielded operations, radiation detection, ultra-trace analysis, and certification. Johnson & Johnson; Springhouse, Pennsylvania Sustainable design architect for planning and preliminary design for seven lab buildings totaling 700,000 square feet to complete development of the J&J campus in Springhouse, Pennsylvania. This project, when implemented, will combine the Centocor research activities with those of J&J Pharmaceutical Research Division into a collaborative, state-of-the-art environment. Chemistry, biology, development, and vivaria will all be added to the site. U.S. Army Corps of Engineers, Center for Health Promotion and Preventive Medicine (CHPPM); Baltimore, Maryland Project architect for a 289,000-square-foot complex to include laboratory and office space. The laboratory utilizes modular labs to allow for efficiency and flexibility for changing research needs and equipment. Laboratory space includes wet lab and field lab/warehouse space, lab personnel workspace, a field-readiness support facility to house supplies, maintenance shops, shipping/receiving loading dock, inspection and testing areas, staging area, and administrative and support functions. Argonne National Labs, Center for Nano Materials; Argonne, Illinois Flad, in concert with Affiliated Engineers, is providing LEED consulting and building commissioning services for the Center for Nano Materials (CNM) at Argonne National Laboratory. The $24 million center is a 90,000-squarefoot, multi-function laboratory with offices and a cleanroom. In addition to LEED certification assistance, Flad/AEI will also provide research assistance 55

59 Resume Garrick Maine, AIA, LEED AP, Associate Page Toward Sustainable Design at UIC, University of Illinois at Chicago Stewardship for the Built Environment, IIDA, Madison, Wisconsin The Greening of the Built Environment II: Sustainability with Bottomline Results, Commercial Material Specification, Milwaukee, Wisconsin Construction Waste Management, WasteCap Wisconsin; Milwaukee, Wisconsin Pharmacia Building Q: A Laboratory for Learning and Environmental Design, Laboratories of the 21st Century, San Francisco, California of alternative funding sources for a number of sustainable design initiatives including photovoltaics, fuel cell technology, and rainwater harvesting. Johnson & Johnson/Centocor Springhouse Lab Project; Springhouse, Pennsylvania Sustainable design architect for the programming phase of a new 260,000- square-foot addition and renovation of an 80,000-square-foot vivarium. The vivarium includes housing for rodents, primates, and canines with procedure and surgical work areas and necropsy. The addition and renovation of the existing vivarium was needed due to the merging of two groups on the Springhouse campus. University of Alberta, CCIS; Edmonton, Alberta Canada Sustainable architect for the Centennial Centre for Interdisciplinary Science facility. The 560,000-square-foot facility includes instructional classrooms and laboratory functions for 2,300 students and includes research laboratories for approximately 800 faculty and graduate students. Disciplines housed in the facility include physics, planetary dynamics, integrated earth and landscape management, proteomics, resource geosciences, nanostructures in addition to the Faculty of Sciences and department of Physics offices. The project will be seeking a LEED-NC Silver Certification. Pharmacia, Life Science Center; Skokie, Illinois Interior designer and architectural sustainable design manager for this 176,000- square-foot chemistry research facility. Planning for long-term flexibility and future adaptability was key to the design. The facility was awarded a LEED Gold rating by the U.S. Green Building Council (USGBC) and is the first R&D laboratory to achieve this rating. CT Innovations; Rocky Hill, Connecticut Sustainable design architect for a 30,000-square-foot office building for venture capitalists providing funding for high technology firms. The client is pursuing LEED certification with particular interest in renewable energy strategies including fuel cell technology. The project is located in a heavily wooded research park bordered by extensive wetlands. Overture Center for the Arts; Madison, Wisconsin Sustainable environmental consultation for the new performing and visual arts center in downtown Madison. By utilizing the services of WasteCap Wisconsin, a key initiative for the project was to recycle waste by ensuring that reusable materials at the site went to community organizations, including Habitat for Humanity, Goodwill Industries, and other local organizations. The existing ceiling tile and carpeting was reclaimed from seven deconstructed buildings through agreements with Armstrong and DuPont Industries. Harley-Davidson Motor Company, Product Development Center 2002 Expansion; Wauwatosa, Wisconsin Sustainable consultant to expand an existing product development center to provide an additional 40,300 square feet of testing and development space, and 75,000 square feet of office space. This project was awarded a LEED certified rating. 56

60 CHARLES J. QUAGLIANA, AIA, NCARB PROFESSIONAL EXPERIENCE Isthmus Architecture, Inc., Madison, WI Senior Preservation Architect/Principal PROJECTS INCLUDE: University of Wisconsin-Madison, Biochemistry Phase II, Madison, WI, Leading the team in the restoration, rehabilitation and renovation of the campus buildings involved in this project. University of Wisconsin-Madison, Sterling Hall, Madison, WI, Leading the team in the exterior renovation of this campus building. 110 N. Whitney Way Remodeling for Wingra School, Madison, WI, 2006 Assisted the school in the efforts to remodel this existing church building into a school with classrooms. Whitewater Historic Railroad Depot Musuem, Whitewater, WI, 2006 Prepared Feasibility Study for rehabilitation of this railroad depot. The Hedberg Residence, Madison, WI, Facilitated rehabilitation and restoration of the historic residence after fire consumed parts of the residence. Conducted an intensive survey to document architectural features, finishes and furnishings that were damaged. Compiled construction documents for all items to be repaired, replicated or replaced. Taliesin Master Plan, Spring Green, WI Prepared a historic analysis of Taliesin, led the effort in developing the Master Plan. Concordia Lutheran Church, Superior WI, 2005 Lead the rehabilitation effort needed to reopen this building. Dudgeon School, Madison, WI 2005 Conducted condition assessment on building. Milwaukee City Hall, Milwaukee WI, 2004 Lead the peer review of the 90% complete exterior restoration contract documents for the City of Milwaukee. Statz-Splide Farmstead, Arlington, WI, Conducted a facility assessment of the 176 acre site, which includes 14 buildings. Research will be done and a report written to assist in the development of a master plan. Saxonia House, Fillmore, WI, Provided preservation planning services for this historic site. Provided assistance and direction necessary to fully restore the homestead and to provide a viable and economical function for the site. Research will be done and reports written to assist in the building s preservation, landscape restoration, and historic interpretation. 57

61 Yawkey House Museum, Wausau, WI, 2004 Prepared a Historic Structure Report on the house museum. Completed detailed building surveys and provided analysis of interior building components. University of Wisconsin Memorial Union Second Floor Lobby Rehabilitation, Madison, WI, Completed detailed building surveys and provided analysis of interior building components. Provided interior design, preservation planning and schematic design sympathetic to the building s historic character. Created a design to closely match the original features while readapting the spaces for the current needs of the client. University of Wisconsin Memorial Union and Union South Master Plan, Madison, WI, Completed detailed building surveys and provided analysis of interior building components. Provided preservation planning for future restoration and rehabilitation of both buildings. Provided the client with a detailed feasibility of the primary spaces in the building. The study s purpose is educate the client of the extent of work that will be required to restore and preserve the building and what will be needed for the building to comply with the current Wisconsin Commercial Building Code. Wisconsin State Capitol Restoration and Rehabilitation, Madison, WI, Functioned in multiple roles during a fourteen year involvement with the $141,000,000 Wisconsin State Capitol Restoration and Rehabilitation; as state Preservation Architect, guided the planning and restoration of both the interior and exterior of the 440,000 square foot Capitol. Served as Capitol Preservation Architect from 1994 through 1998 and functioned as the Project Manager for the South Wing and Rotunda projects. Functioned as senior preservation architect of the project team for the East Wing Restoration and Rehabilitation and for the design of the underground service facility at the Capitol once with Isthmus Architecture. The Idaho State Capitol Master Plan, Boise, ID, Prepared a historic analysis of the Idaho State Capitol, led the effort in developing a Preservation Plan and served as a general consultant in the completion of a comprehensive Master Plan for the Idaho State Capitol. The Idaho State Capitol - Construction Documents Design, Boise, ID, As Principal-in-Charge completed detailed building surveys and provided analysis of the interior and exterior. Provided preliminary finish probe and sample work, preservation planning, space planning, engineering infrastructure system design coordination as well as a cost/schedule refinement for this $65 million project. Kansas State Capitol Restoration and Rehabilitation Planning, Topeka, KS, 1999 Conducted an on-site, two-day work session with stakeholders and project leaders as part of the initial planning for the restoration and rehabilitation of the Kansas State Capitol. Prepared report that included a preliminary project schedule, preliminary budget estimates and a summary of key issues determined by consensus. Tan-y-deri Historic Structure Report, Taliesin Preservation, Inc., Spring Green, WI, Prepared a comprehensive Historic Structure Report on the house Frank Lloyd Wright designed in 1907 for his sister and brother-in-law, Jane and Andrew Porter. The residence is located on the Taliesin Estate, near Spring Green. 58

62 First Unitarian Society Master Plan, Madison, WI As Senior Preservation Architect worked with congregation to arrive at a long-range plan for the use of their building complex, which includes Frank Lloyd Wright s 1951 Unitarian Meeting House. Established several options and determined associated costs, schedules for implementation and work priorities. First Unitarian Society Meeting Facility Needs Assessment, Madison, WI As Project Architect, investigated building components of systems, researched and documented repairs, modification, alterations and original construction. Assessed the mechanical, electrical and plumbing systems, building codes and interior and exterior materials and components. SELECTED PUBLICATIONS Author, Is It a New Era for Design-Build? WISCONSIN ARCHITECT (Madison, Summer 2002). Author, Restoration of the Wisconsin State Capitol, HISTORIC MADISION: A JOURNAL OF THE FOUR LAKE REGION (Madison, 1999). Author, Transportation, Railroads, Wisconsin State Capitol, BUILDINGS OF WISCONSIN, Oxford University Press-Buildings of the United States Series (Oxford, 1999 [publication in progress]). Author, Respect for the Past, Commitment to the Future: Wisconsin State Capitol South Wing, WISCONSIN ARCHITECT (Madison, Winter, 1998). Contributor, Reviewer, HISTORIC STRUCTURE REPORT, BOOK V: WISCONSIN STATE CAPITOL, CENTRAL PORTION-DOME AND ROTUNDA, State of Wisconsin Department of Administration (Madison, 1997). Contributor, Reviewer, HISTORIC STRUCTURE REPORT, BOOK IV: WISCONSIN STATE CAPITOL, SOUTH WING, SOUTHEAST AND SOUTHWEST PAVILIONS, State of Wisconsin Department of Administration (Madison, 1995). Contributor, A CELEBRATION OF ARCHITECTURE (featuring significant Madison buildings), brochure, AIA Wisconsin (Madison, 1979, 2 nd ed. 1994). Author, Restoration Focus-State Assembly Chamber, WISCONSIN ARCHITECT (Madison, March 1989). Author, Historic Structure Reports, WISCONSIN ARCHITECT (Madison, December, 1991). Author, Rebuilding the Future, WISCONSIN ARCHITECT (Madison, April 1994). Author, Restoring Wisconsin s Capitol Building, SKYLINES (Building Operation and Management Association [BOMA], June 1989). 59

63 EDUCATION Master of Arts-Architecture/Historic Preservation The University of Florida-Gainesville - College of Architecture Architectural History and Preservation Training, June 1978 Rosary College Graduate School of the Fine Arts - Villa Schifania Florence, Italy Bachelor of Science in Environmental Design, 1976 Kent State University, School of Architecture LICENSURE NCARB 2004, Cert. No. 59,112 State Of Wisconsin 1980, No. A-4902 State of Illinois 2001, State of Idaho 2001, AR-2744 PROFESSIONAL ORGANIZATIONS Wisconsin Alteration and Change of Occupancy Code Council (2005) American Institute of Architects, Professional Interest Area-Historic Resources AIA-Wisconsin Wisconsin Historical Society State Historic Preservation Review Board ( ) Wisconsin Historic Building Code Council ( ) WI Green Building Alliance WasteCap Wisconsin 60

64 CHRISTOPHER P. QUANDT Work History: 2/97 to Present Senior Project Manager Bachmann Construction Company, Inc S. Stoughton Road Madison, WI Responsibilities and Experience: Establish clientele and customer base in Central and Southwest Wisconsin with specific emphasis on Madison and Madison s near East Side. Estimate projects from conception to construction documents including Design Build projects and hard bid and spec projects. Document and process all required communications from Bachmann to owners, designers, subcontractors and suppliers. These communications include RFI s, Change Orders, Submittals, Pay Applications, Closeout Documents, and all other required correspondence. Public projects include working with Federal, State, County, School Districts, City and other public agencies. These agencies require documentation such as Affidavits, Davis Bacon Compliance reporting, EEOC Compliance documentation, Prevailing Wage reports, and Certified Payroll reports. Assist in design and value engineering on project. Review cost accounting. 11/87 to 2/97 Project Manager/Sales Manager Quarra Stone Company, Inc Robertson Road Madison, WI Responsibilities and Experience: Manage all aspects of customer service, estimating, sales, and plant communications; for a national architectural stone fabrication factory. Direct involvement with architects, liaison between customer and fabrication plant, work with general contractors, masons and stone installers on projects with a total individual project values exceeding $25 million. 3/86 to 11/87 Project Manager Quality West Construction, Inc Mineral Point Road Verona, WI Responsibilities and Experience: Design, draft and estimate house plans. Coordinate all aspects of the construction process; from bidding and scheduling to supervising subcontractors and carpenters on jobsites. Develop client portfolios. Also detailed carpentry work on site including stairways, complex roof framing, and trim work. 61

65 6/81 to 3/86 General Contractor/Carpenter Quandt Builders Owner/Operator 4830 Hwy. 78 Black Earth, WI Education: Personal Experiences and Activities: Responsibilities and Experience: Residential and light commercial construction. Experienced all phases of work for additions, remodels and repairs. Lead carpenter and superintendent. University of Wisconsin - Madison BS Degree in Physical and Environmental Geography Comprehensive generalist college education with a strong environmental emphasis with substantial coursework in philosophy, engineering and education. Family: Business partnership in a 250 acre, organic evergreen tree farm where we hand plant 2,000 trees per year Willy Street Co-op Opportunities Committee Member United Way Volunteer/ Account Executive Foster parent Dane County Amateur photographer Cross country and downhill skier Avid organic vegetable gardener Married to Tammy Quall Grants Manager at Access Community Health Center 19 year old son named Adam 9 year old daughter named Grace 62

66 PROFESSIONAL EXPERIENCE: PETER R. RöTT, AIA, NCARB Isthmus Architecture, Inc., Madison, WI Principal (2006-present) Project Architect ( ) PROJECTS INCLUDE: Bentley Green, Madison, WI, Architect for new 164 unit multifamily residential development. Taliesin Master Plan, Spring Green, WI, Project Architect responsible for team coordination and the preparation of a comprehensive plan for future stabilization and preservation. Monroe Arts Center, Monroe, WI, 2006 Project Architect for the historic structure report. Garton Cottage Rehabilitation, Elkhart Lake, WI, Project Architect for the structural rehabilitation of this 1920s log vacation home. Taliesin Bridge Rehabilitation, Spring Green, WI, Architect for the condition assessment of this historic bridge and recommendations for its stabilization. University of Wisconsin-Lowell Hall, Madison, WI, Architect that prepared a study to convert existing offices into guest lodging. Rustic Acres, Madison, WI 2005 Architect responsible for three housing design types for 56 unit development. Wild Rose Fish Hatchery, Wild Rose, WI Architect responsible for new visitor center component in this expansion project. Baskerville Building, Madison, WI Architect for preparation of a study to convert this historic apartment building to condominium use and for reconfiguration of existing penthouse unit. Millen Lake House, Pewaukee, WI, Architect for stabilization and re-use plan for 1890s summer cottage on Pewaukee lakefront. North Star Apartments, Madison, WI, Architect for the design of this three-story 30 unit multifamily building with rooftop patio at Grandview Commons. Hoff Residence, Madison, WI, Architect for the historic rehabilitation of this important early contemporary brick residence built in 1938 in the landmark Nakoma neighborhood. Providence Traditional Neighborhood, Sun Prairie, WI, Architect responsible for 108 units of multi-family in 22 new buildings fronting on common greenspace in this new development. 63

67 Ramberg Residence, Janesville, WI, Architect for an addition and extensive renovations to this historic Tudor revival residence. Ueberwasser Residence, Zion, IL, Project architect responsible for the design of the client s equestrian farm, which included a horse barn, other out buildings and a new residence. Facade Rehabilitation Studies, Fond du Lac, WI, 2003 Project architect responsible for the facade rehabilitation studies for three unique buildings located on historic Main Street. The studies were prepared in conjunction with the City, Building Owners and the Wisconsin Historical Society. Grandview Commons, Madison, WI, Designed and administered two new signature apartment buildings flanking the park in the town center of a new 300 acre traditional neighborhood development. Chamomile Assisted Living, Madison, WI, Designed and administered a new 24 unit assisted-living facility. This building is a principle component of the Grandview Commons Town Center. Liberty Square, Sun Prairie, WI, Developed the design of 16 new twin-homes with custom shared garages in a new 140 acre traditional neighborhood development. Ridgeway Railroad Depot Restoration, Ridgeway, WI, Project architect for restoration of a 1913 wood frame depot. Assisting owner with site acquisition, project scope, building and survey, development of a restoration plan, construction documents, coordination with WisDOT, DNR, Wisconsin Historical Society and providing construction administration services. Mineral Point Railroad Depot Rehabilitation, Mineral Point, WI, Project architect, assisting owner with site acquisition and preparation of project scope for the restoration of this 1857 stone depot. Services included conducting building and site survey, completing measured drawings, a restoration plan, construction documents, coordination with WisDOT, DNR, Corps of Engineers, Section 106 compliance and providing construction administration. Gateway at Midtown Commons, Madison, WI, Architect responsible for design and administration of 42,500 sf 24 unit multi-family complex with underground parking situated within a new traditional neighborhood development. Vue Condominiums at Midtown Commons, Madison, WI, Architect responsible for design and administration of 71,000 sf, 40 unit multi-family complex with underground parking situated within a new traditional neighborhood development. Midtown Mansions, Madison, WI, Architect responsible for the design and administration of twelve new 4 unit multi-family buildings situated on a common street within a new traditional neighborhood development. The buildings each have large front porches with common front and rear entrances. The scale and detailing of these buildings resemble large single family homes that are common in many older established city neighborhoods and as a group form a significant component of this new neighborhood. 64

68 Honn-Bernstein Residence, Madison, WI 2002 Architect responsible for rehabilitation of 1961 residence designed by William Wesley Peters, a notable colleague and apprentice of Frank Lloyd Wright. The project scope includes an overall condition assessment, repair and renovation of this unique home constructed of exposed structural, concrete block and insulated prefabricated panels. Taliesin Architects, LTD, Madison, WI Principal and Director of Operations ( PROJECTS INCLUDED: Van Wezel Performing Arts Hall, Sarasota, FL 86,000 sf renovation and expansion of a landmark 1,700 seat hall, originally designed by the firm and built in 1970, to provide increased stage and production areas, improved audience amenities and administration and office facilities. Seawater Intake Structure, Sarasota, FL Architectural treatment and detailing for waterfront structure designed to esthetically link to the adjacent Van Wezel Hall. Executed jointly with Boyle Engineering, Inc. Skywalk, Elevator and Lobby Additions - Monona Terrace Community and Convention Center, Madison, WI 6,000 sf addition to link convention center with new convention hotel and provide improved access. Executed jointly with Kahler Slater, Inc., architects for the convention hotel. Monona Terrace Community and Convention Center, Madison, WI 250,000 sf lakefront convention facility with 40,000 sf rooftop gardens and fountain, and adjacent 330,000 sf parking structure spanning a state highway and rail corridor, based upon a design of Frank Lloyd Wright AIA Wisconsin Special Recognition Award. Published: Cover: 03/1998 ARCHITECTURAL RECORD. Martin Luther King Jr. Boulevard Improvements, Madison, WI Landscape and hardscape improvements to provide an outdoor pedestrian mall linking the Wisconsin State Capitol Building and the Monona Terrace Community and Convention Center. McKay Center Addition, University of Wisconsin Arboretum, Madison, WI 16,500 sf addition to existing facility to provide visitor center, gift shop, class rooms and banquet facilities, and offices set in a new garden of native prairie plantings. Riley Residence, Green Bay, WI 3,200 sf custom residence. McLinn Residence, Middleton, WI Renovation and additions to existing 4,500 sf residence originally designed by Frank Lloyd Wright apprentice, Edgar Tafel, FAIA. 65

69 EDUCATION: Master of Architecture Frank Lloyd Wright School of Architecture Scottsdale, AZ University of Wisconsin LICENSURE: State of Arizona - No State of Illinois - No State of Wisconsin - No. A-7499 State of Florida - No. AR NCARB - Certificate No PROFESSIONAL ORGANIZATIONS: American Institute of Architects Frank Lloyd Wright Buildings Conservancy Seth Peterson Cottage Conservancy, Vice President Wisconsin Green Building Alliance WasteCap Wisconsin 66

70 Landscape Architect D. KEN SAIKI, ASLA Education Bachelor of Science, Landscape Architecture University of Wisconsin, 1979 Registration Wisconsin: Landscape Architect Minnesota: Landscape Architect Recent Work Rehabilitation Master Plan, State Capitol Park, Madison, WI Reconstruction, State Street, Madison, WI Master Plan, University of Wisconsin-Green Bay Master Plan Consulting, University of Wisconsin-Madison Master Plan, Olbrich Botanical Gardens, Madison, WI Reconstruction, Monument Square, Racine, WI Related Experience Urban Design Commission, City of Madison, WI, Presenter, Neighborhoods by Design Conference, Madison, WI, 1996 Lectureship, University of Wisconsin, Department of Landscape Architecture: Housing and Urban Design, 1998 Lectureship, University of Wisconsin, Department of Landscape Architecture: Professional Practice, 1991 and 1992 Site Planning Seminar, University of Wisconsin, Department of Urban and Regional Planning, 1993, 1994, 1995, 1997 Lectureship, University of Wisconsin, Department of Landscape Architecture: Landscape Architectural Technology II, 1990 Membership American Society of Landscape Architects American Association of Botanical Gardens and Arboreta 67

71 Landscape Architect PATRICIA A. SAIKI, ASLA Education Bachelor of Science, Landscape Architecture University of Wisconsin, 1978 ASLA Certificate of Honor in Undergraduate Studies Registration Wisconsin: Landscape Architect Minnesota: Landscape Architect South Carolina: Landscape Architect Recent Work Site Design, Burns Commons, Milwaukee, WI Plaza and Streetscape Design, Midwest Airlines Center, Milwaukee, WI Site Planning, Fox River Corridor, Waukesha, WI Site Planning and Renovation, Waisman Center, UW Madison, Madison, WI Renovation Plan, Lambeau Field, Green Bay, WI Landscape Plan, Sundara Spa, Lake Delton, WI Site Design, Rose Garden - Olbrich Botanical Gardens, Madison, WI Related Experience Landscape Architect, Ken Saiki Design, Inc present Landscape Architect, Marshall Erdman and Associates, Landscape Architect, Schreiber Anderson Associates, Landscape Architect, Kent Johnson Landscape, Inc Landscape Architect, WI State Dept. of Administration Landscape Architect, WI State Dept. of Natural Resources Master Gardener Certification, 2000 Membership American Society of Landscape Architects Olbrich Botanical Society The Nature Conservancy Union of Concerned Scientists 68

72 FIRM PROFILES BT2, Inc. Engineering & Science History BT2, Inc. began in 1991, when three founding partners joined forces to provide petroleum spill investigation and remediation services to gas station owners. By providing these services, BT2 helped owners improve their property values. Since 1991, BT2 has grown and diversified into a comprehensive civil and environmental engineering firm. Today, BT2 continues to help landowners increase property values. BT2 works with municipalities, developers, and other entities engaged in property development, specializing in developments with unique environmental issues like brownfields, landfills, and power plants. Vision Our vision is to be a leading provider of sustainable development services. Consistent with this vision, we strive to help our clients improve the quality of life through progress and development while protecting and enhancing the natural environment. As engineers and scientists, we provide our clients with technical solutions to meet the social and economic objectives of their projects. BT2 provides the following services to assist clients in sustainable development: Civil Engineering Environmental Site Assessments Environmental Remediation Solid and Hazardous Waste Management Water Resource Management Environmental Management Services Environmental Impact Studies 69

73 Representative Development Experience 70

74 BT² has helped our clients acquire $4.26 million in financial assistance from local, state, and federal authorities for brownfield redevelopments. Programs, projects, and amounts are detailed below. Wisconsin Department of Commerce Brownfields Redevelopment Grants Meyer Property, Cudahy, Wisconsin - $1,000, Lumber McFarland, Wisconsin - $400, John Nolen Drive, Madison, Wisconsin - $129,500 City of Middleton Commerce Grant - $50,000 Wisconsin Department of Natural Resources Site Assessment Grants Meyer Place Landfill, Cudahy, Wisconsin - $27,500 Cudahy South Side Auto - $17,500 and $30,000 USEPA Brownfield Assessment Grants City of Waukegan, Illinois - $200,000 City of East Moline, Illinois - $200,000 City of Belvidere, Illinois - $600,000 (3 grants at $200,000 each) USEPA Brownfield Cleanup Grant City of Belvidere, Illinois - $200,000 USEPA Brownfield Revolving Loan Grant City of Belvidere, Illinois - $1,000,000 Illinois Environmental Protection Agency Brownfield Assessment Grants City of Waukegan, Illinois - $120,000 City of East Moline, Illinois - $120,000 City of Belvidere, Illinois - $120,000 Milwaukee County Brownfields Grants Cudahy Gateway Real Estate - $50,000 71

75 COMMISSIONING AUTHORITY Sustainable Engineering Group Our Mission Sustainable Engineering Group s mission is to improve building performance and occupant comfort while reducing resource consumption and environmental degradation. Who We Are We at Sustainable Engineering Group are a team of licensed engineers with extensive experience in helping building owners optimize their buildings. Taken together, our group has over 50 years of experience in building system design, commissioning, troubleshooting, and energy efficiency. We are dedicated to helping people reduce utility costs while creating a healthier and more productive indoor environment. Commissioning of new or existing buildings will ultimately enhance the operation of the building. Reduced utility bills, lower maintenance costs, and a more comfortable and healthier indoor environment will result. Commissioning of buildings focuses on creating buildings which are as close to the owners and users objectives (Owner's Project Requirement) as possible. By starting the process early, preferably in the Planning phase we can dramatically reduce the need for rework and provide the best possible building while minimizing environmental impact. Commissioning Team Svein Morner will serve as the lead commissioning authority for the project. Svein has a broad experience as a commissioning and retro-commissioning authority with extensive experience working with the City of Madison including such projects as the Goodman Park Maintenance Facility, Engineering Building and Fire Station #12. Svein also provided classroom and handson training to key City of Madison managers and personnel on commissioning and retrocommissioning of their buildings. Svein has experience on numerous research laboratory, healthcare, higher education sciences, office, K-12 schools and other commercial and governmental projects. Svein is a licensed professional mechanical engineer and is experienced with mechanical engineering, design and energy conservation. Svein is also a LEED accredited professional. Manus McDevitt, Ken Von Bank and Jon Evans will support Svein through the commissioning process. Manus is a licensed professional mechanical engineer with many years design and commissioning experience of HVAC and plumbing systems for various building types including laboratories, offices, hospitals, commercial facilities. Ken is a licensed professional mechanical engineer in several states with extensive design experience. Both Manus and Ken are LEED accredited professionals. Jon is a mechanical engineer in training and will be assisting throughout the project with the development of documentation. - 1 September

76 Joe Bainbridge will provide the electrical engineering support to the commissioning team. Joe is a professional electrical engineer with broad design experience. He has had extensive involvement in electrical engineering/design of power distribution, lighting, sound, and communications systems. His experience includes a wide range of healthcare, commercial, and institutional projects from correctional facilities to office buildings, as well as laboratories, industrial, schools, and government facilities. The Organization Chart below summarizes the commissioning team members. Svein Morner Commissioning Authority Manus McDevitt Quality Assurance Joe Bainbridge Electrical Engineer Ken Von Bank Jon Evans Mechanical Engineers - 2 September

77 Relevant Past Projects Project Role Status Size, ft2 LEED level Molecular Cellular Biology Commissioning Authority In Progress 250,000 NA Building, University of Minnesota, Minneapolis, Minnesota Keystone Museum, Laboratory and Office Building Harrisburg, Pennsylvania Retro-Commissioning Consultant Complete 900,000 NA Affinity Health Systems St. Elizabeth expansion, Appleton Wisconsin Iowa Energy Center, Des Moines, IA City of Madison Engineering Building, Madison City of Madison Brown University Life Science Building, Rhode Island Wisconsin Energy Conservation Corporation headquarters, Madison Turtle Mountain High School, North Dakota Navajo Preparatory School Campus, Farmington, New Mexico Commissioning Authority Complete 53,000 Aiming for Certified rating Training Program Director in Commissioning Complete NA NA Retro-Commissioning Complete 20,000 NA Consultant Commissioning training Complete NA NA provider to approximately 30 key management/engineering staff Commissioning Authority Construction ~300,000 Aiming for Certified rating Commissioning Authority / Construction 32,000 Aiming for Gold rating Measurement and Verification / Sustainable Design Consultant Commissioning Authority Construction 116,000 Aiming for Silver rating Commissioning Authority Phase II: Substantial Completion Phase III: 40% design Phase II: 115,000 Phase III: 95,000 Not pursuing LEED Goodman Park Maintenance Facility, Madison Commissioning Authority Construction ~30,000 Aiming for Certified or Silver rating Oregon School District Retro-Commissioning In Progress 248,000 NA Consultant City of Milwaukee Zablocki Library Commissioning Authority In Progress 7,500 NA Fort Atkinson School District, Fort Atkinson, Wisconsin Retro-Commissioning Related to Geothermal Systems In Progress 450,000 NA Block 89, Madison, Wisconsin Resch Center, Green Bay, Wisconsin Saint Clair County Correctional Facility, Belleville, Illinois Retrofit Retro-Commissioning/Energy Auditor Retro-Commissioning/Energy Auditor Retro-Commissioning/Energy Auditor Complete ~200,000 NA Complete 10,000 seat NA auditorium Complete 150,000 NA Common Wealth Apartment Building, Madison, Wisconsin Commissioning Authority Complete 60,000 NA - 3 September

78 Project Role Status Size, ft2 LEED level Monroe Commons, Madison, Energy Auditor Complete ~200,000 NA Wisconsin ASHRAE Training and Program Ongoing NA NA organizer for many technical training sessions on renewable energy technologies Ojibwa Millennium School, North Dakota Commissioning Authority/LEED consultant Construction 130,000 Aiming for Certified rating Central Supply Facility, Argonne National Laboratory, Illinois Children s Discovery Museum Normal, Illinois Riverside Indian School, Oklahoma Outpost Natural Foods Grocery Store, Milwaukee Center for Disease Control Global Communication Center, Georgia Affiliated Engineers Office Building, Madison, WI Epic Systems Corporation Phase 1 Organic Valley Cooperative Headquarters, LaFarge, WI Oneida Nation Administration Building, Oneida, WI National Park Service Brown v. Board of Education National Historic Site - Topeka, Kansas LEED consultant technical assistance Completed ~15,000 Silver Commissioning Construction 35,000 Aiming for Silver Authority/LEED consultant technical assistance Commissioning Construction ~50,000 Decided not to pursue Authority/LEED consultant LEED rating LEED consultant technical Completed ~20,000 Decided not to apply assistance for LEED rating Commissioning Authority Construction ~350,000 Decided not to pursue LEED rating Mechanical Design Engineer Completed ~50,000 Achieved Certified & Energy Modeler rating Mechanical Design/Project Completed ~540,000 Undecided as to Engineer continue with final submission for LEED Mechanical Design/Project Engineer/Sustainable Consultant Sustainable Consultant and Geothermal Pond Design Engineer Mechanical Design/Project Engineer rating Completed ~50,000 Decided not to pursue LEED rating Design ~143,000 Aiming for Gold rating Completed ~25,000 Decided not to pursue LEED rating National Park Service - Ulysses S. Grant Museum - St. Louis, Missouri Horicon Bank, Fond DuLac, WI Mechanical Design/Project Engineer Sustainable Design Consultant/Geothermal Design Engineer Completed ~30,000 Decided not to pursue LEED rating Completed ~4,500 Adopting LEED principles as guideline for design - 4 September

79 ISTHMUS ARCHITECTURE, INC. As a collaborative of architects and design professionals, our commitment is to preserve the architectural landscape in a manner that respects original context and design intent. We work to secure the ongoing viability of the historic built environment as it functions in a modern world. Isthmus Architecture, Inc. creates design solutions that foster the ongoing usefulness of older buildings. Our work is predicated on the surveys of building systems, research into historic documentation, interaction with our clients concerning planning issues and programming needs and an understanding of the technologies and methodologies that facilitate the rehabilitation and maintenance of buildings and settings. Our specialized services include the rehabilitation, restoration, renovation and reuse of older buildings, as well as the sensitive placement of additions on existing structures. While our projects typically involve historic buildings, we welcome work with structures from the more recent past. Isthmus Architecture, Inc. is an 11 person firm dedicated to the sensitive revitalization of existing building fabric, a philosophy that is reflective of our commitment to sustainable design. Isthmus Architecture, Inc. was the recipient of the Wisconsin Historical Society s 2003 Historic Preservation Achievement Award recognizing our exceptional achievements in preservation work in Wisconsin. Isthmus Architecture, Inc. is a member of both the Wisconsin Green Building Alliance and WasteCap Wisconsin. SERVICES Our specialized services include: Building Research and Analysis Facility Assessment Master Planning Historic Structure Reports Renovation, Rehabilitation, and Restoration Adaptive Re-use Interior Design Building Envelope Investigation 76

80 Firm Profile KJWW Engineering Consultants Background KJWW Engineering Consultants is a national leader in the design of structural, mechanical, electrical and technology systems for buildings and central plants. Industry surveys consistently rank KJWW among the nation s top 20 engineering firms. We serve the healthcare, education, corporate office, government, community arts, and industrial markets. Our services include infrastructure assessments, master plans, medical equipment planning, sustainable/green design, LEED certification, architectural lighting, and systems commissioning. KJWW s national and international awards for innovation and sustainable design exemplify our leadership role in the industry. GSA FBI Office Building, Chicago, Illinois SOLI growing Founded in 1961, we have grown to more than 380 employees in six office locations Chicago, Naperville, Des Moines, Madison, Quad Cities and St. Louis. We are an employee-owned, Professional Corporation with licenses to practice in 41 states. Our solid reputation is based on staff continuity and successful, complex, engineeringintensive projects. 77

81 Staff Profile KJWW Engineering Consultants The strength of any design firm is dependent upon the quality and caliber of its employees. The greatest advantage KJWW offers its clients is the technical skills and continuity of our design staff. Staff by Office Chicago 56 Naperville 68 Quad Cities 154 Des Moines 43 Madison 33 St. Louis 32 Total 386 Staff by Discipline Engineers Licensed Mechanical Electrical Structural Planners / Designers Certified Medical Equipment 4 2 Technology 19 7 Architectural Lighting Engineering Support Design Technicians 25 CAD Technicians 45 Construction Administrators Office Support Accounting 6 Administrative 18 Human Resources 4 IT/Software 6 Marketing 7 Specification Coordinators 4 45 KJWW Engineering has one of the lowest engineer turnover rates in the A/E industry, less than 5% in our 46-year history. This speaks volumes for the commitment and environment of our firm. For our clients, it means continuity in the design team for current and future projects, as well as familiarity with their staff, standards and systems. We employ a full-time corporate education specialist to oversee our award-winning professional development program. This includes one-on-one mentoring; departmental meetings; code and technology seminars; graduate-level courses with a local university; and professional development training on project management, relationship-building, conflict resolution, negotiating, and presentation skills. This dedication to learning is unique in the industry. continuity mentoring TOTAL

82 Similar Project Experience Historic Restorations Client and Project Budget University of Illinois Champaign, IL Lincoln Hall 166,000 SF Historical Restoration... $50,000,000 Catholic Diocese of Peoria Champaign, IL Preserve Humidity Control Newman Foundation Dormitory Hall Historic Renovation and Expansion at the University of Illinois... $30,000,000 Coronado Theater Rockford, IL Historical 1,500-Seat Theater 82,300 SF Restoration... $17,000,000 Temperature Control Vapor Barriers Northern Illinois University DeKalb, IL Altgeld Hall Historical Administrative Building 103,000 SF Restoration... $16,200,000 Acoustics Architectural Lighting City of Madison Madison, WI Historic State Street Redevelopment and Lighting Redesign... $15,000,000 Millikin University Charleston, IL School of Music Historical Restoration... $9,600,000 University of Illinois Champaign, IL Wohlers Hall 98,200 SF Historical Restoration... $8,600,000 Adler Theater Davenport, IA Historic Theater Restoration... $8,000,000 Iowa State University Ames, IA Gilman Chemistry Hall Historical Restoration... $8,000,000 University of Iowa Iowa City, IA Gilmore Hall 14,000 SF Historical Renovation... $7,500,000 Eastern Illinois University Charleston, IL Historic Blair Hall Renovations... $6,100,000 Eureka College Eureka, IL Historic Vennum Binkley Science Hall Lab Exp / Ren... $6,000,000 79

83 Similar Project Experience Historic Restorations Client and Project Budget Iowa State University Ames, IA 50,000 SF Carrie Chapman Catt Hall Historical Restoration... $3,500,000 University of Iowa Iowa City, IA Preserve Humidity Control Temperature Control Vapor Barriers Acoustics Architectural Lighting Hydraulics Laboratory 23,000 SF Historical Restoration... $2,700,000 Monmouth College Monmouth, IL Historic Dahl Chapel & Auditorium Renovation... $2,200,000 State of Illinois Springfield, IL Historic Illinois Supreme Courthouse Humidification Assessment & Modification... $1,900,000 University of Iowa Iowa City, IA MacLean Hall Historical Renovation... $1,500,000 State Farm Insurance Companies Bloomington, IL Historical Office Building 13-Story HVAC Renovation... $1,500,000 Redstone Building Davenport, IA Historic Building Conversion to Music Museum... $1,300,000 Rock Island Depot Rock Island, IL Train Depot Historical Restoration... $650,000 U.S. Army Corps of Engineers Rock Island, IL Clock Tower Office Building Historical Restoration... $575,000 Northern Illinois University DeKalb, IL Historic Social Science Center Air Conditioning Addition... $450,000 Drake Public Library Centerville, IA Historic Library Renovation Feasibility Study... N/A Geneseo Public Library Geneseo, IL Historic Library Building Structural Analysis... N/A 80

84 Services Engineering Investigations Primary Power Distribution Secondary Power Distribution Emergency Power Cogeneration Uninterruptible Power Supply (UPS) Power Conditioning Fire Alarm Systems Structural Engineering Mechanical Engineering Facility Assessments Energy Audits Infrastructure Master Planning Life Cycle Cost Analysis Feasibility Studies Investigations HVAC Systems Plumbing Fire Protection Central Chiller Plants Central Heating Plants Geothermal Systems Industrial Ventilation Process Piping Energy Recovery Temperature Controls Building Automation Systems Electrical Engineering Facility Assessments Energy Audits Infrastructure Master Planning Life Cycle Cost Analysis Feasibility Studies Aurora BayCare Medical Center Central Plant Green Bay, Wisconsin Framing Systems Deep, Intermediate and Shallow Foundation Systems Building Rehabilitation/Reinforcing Seismic Retrofitting Building Evaluations Investigations 3D Modeling Collaboration with Steel Fabricators Grand River Center, Dubuque, Iowa Medical Equipment Planning Emerging Technology Studies Equipment Strategic Planning Equipment Replacement/Phasing Plans Equipment Assessment and Procurement Clinical Engineering Investigations Biomedical Technology Management Service Contract Reviews 81

85 Services Engineering Technology Design Audio and Video Conferencing Distance Learning Systems Media Retrieval Systems Sound Reinforcement Performance Audio Video Projection Cabling Infrastructures Telephone Systems LAN and WAN Systems Wireless Communications Broadband Video and CCTV MC and IC Rooms Security Systems Data and Computer Room Systems Des Moines Public Library, Des Moines, Iowa Sustainable/Green Design Geothermal Ice Storage High Efficient Lighting Systems Water-Efficient Fixtures Ventilation and IAQ Controls LEED Certification Construction Administration On-Site Observation Shop Drawing Review Answer Contractor Questions Contractor Pay Request Approvals Systems Commissioning Bandag Corporate Headquarters, Muscatine, Iowa Architectural Lighting Design System Performance Verification System Documentation Equipment Operational Training Fixture Selection Interior and Exterior Lighting Systems Natural Daylighting Systems Photo-Sensitive Cells Lighting Controls 82