HomeMy WebLinkAbout138-10 RESOLUTIONRESOLUTION NO. 138-10
A RESOLUTION AWARDING RFP #10-10 AND APPROVING A
CONTRACT IN AN AMOUNT NOT TO EXCEED $55,000.00 WITH
TREADWELL INSTITUTE TO PROVIDE ADMINISTRATOR SERVICES
FOR AN ENERGY EFFICIENCY AND CONSERVATION BLOCK GRANT
COMMUNITY REVOLVING LOAN FUND, AND APPROVING A BUDGET
ADJUSTMENT
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
FAYETTEVILLE, ARKANSAS:
Section 1. That the City Council of the City of Fayetteville, Arkansas hereby awards RFP
#10-10 and approves a contract in an amount not to exceed $55,000.00, a copy of which is
attached as Exhibit "A," with Treadwell Institute to provide administrator services for an energy
efficiency and conservation block grant community revolving loan fund.
Section 2. That the City Council of the City of Fayetteville, Arkansas hereby approves a
budget adjustment, a copy of which is attached as Exhibit "B."
PASSED and APPROVED this 3`d day of August, 2010.
APPROVED:
B
ATTEST:
By: e-
SONDRA E. SMITH, City Clerk/Treasurer
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City of Fayetteville
RFP 10-10, Administrator for Community Revolving Loan Fund
Agreement
This contract executed this /V day of [� , 2010, between the City of Fayetteville, Arkansas,
and Treadwell Institute. In consideration of the mutual covenants contained herein, the parties agree as follows.
WITNESSETH:
WHEREAS, City has previously determined that it has a need for AN ADMINISTRATOR FOR A
COMMUNITY REVOLVING LOAN FUND; and
WHEREAS, City, after soliciting competitive proposals for such services pursuant to City of
Fayetteville RFP 10-10 (herein after referred to as Request for Proposal or RFP), City has awarded this contract
to Treadwell Institute; and
WHEREAS, Treadwell Institute has represented that it is able to satisfactorily provide these services
according to the terms and conditions of the RFP, which are incorporated herein by reference, and the terms and
conditions are contained herein; and
WHEREAS, The City of Fayetteville has received a grant for such funding and Treadwell Institute
agrees to follow all conditions, regulations, and rules of such grant, and
NOW THEREFORE, in consideration of the above and mutual covenants contained herein, the parties
agree as follows:
1. Services to be Performed: Treadwell Institute hereby agrees to provide the City with
ADMINISTRATOR SERVICES FOR A COMMUNITY REVOLVING LOAN FUND, as requested and more
specifically outlined in the RFP, this agreement, and all subsequent official documents that form the Contract
Documents for this Agreement.
2. Pricing: Treadwell Institute at its own cost and expense shall furnish all labor, services, materials,
marketing, supplies, machinery, equipment, tools, supervision, bonds, insurance, tax permits, and all other
accessories and services necessary to complete items bid per RFP 10-10 as stated in Treadwell Institute's
City of Fayetteville, AR
RFP 10-10, Administrator for Community Revolving Loan Fund
Page 1 of 5
proposal, and in accordance with specifications attached hereto and made a part hereof under RFP # 10-10, all
included herein as if spelled out word for word.
3. Time of Service: Services shall be performed in a timely manner, as specified in the RFP.
4. Term of Agreement: Services performed pursuant to this Contract shall commence upon execution of
this agreement and continue for a period of ONE (1) year, unless canceled or terminated within thirty (30) days
written notice by either party. This contract may be automatically renewed for FOUR (4) additional one (1)
year terms after the initial contract period. This option shall be exercised only if all discounts, prices, terms and
conditions remain the same, and approval is granted by the Fayetteville City Council.
5. Amendment of Contract: This Contract may be amended only by mutual agreement of the parties.
6. Assignment and Subcontracting: Treadwell Institute shall perform this contract. No assignment or
subcontracting shall be allowed without the prior written consent of the City. In the event of a corporate
acquisition and/or merger, Treadwell Institute shall provide written notice to the City within thirty (30) business
days of such notice of action or upon the occurrence of said action, whichever occurs first. The right to
terminate this contract, which shall not be unreasonably exercised by the City, shall include, but not be limited
to, instances in which a corporate acquisition and/or merger represent a conflict of interest or are contrary to any
local, state, or federal laws. Action by the City awarding a proposal to a Proposer, which has disclosed its intent
to assign or subcontract in its response to the RFP, without exception shall constitute approval for purposes of
this Agreement.
7. Cancellation: The City of Fayetteville reserves the right to cancel this Contract, without cause, by
giving thirty (30) days notice to Treadwell Institute of the intent to cancel, or with cause if at any time
Treadwell Institute fails to fulfill or abide by any of the terms or conditions specified.
Failure of the Treadwell Institute to comply with any of the provisions of this contract shall be
considered a material breach of contract and shall be cause for immediate termination of the contract at the
discretion of the City of Fayetteville.
hi addition to all other legal remedies available to the City of Fayetteville, the City reserves the right to
cancel and obtain from another source any services which have not been provided within the period of time
City of Fayetteville, AR
RFP 10-10, Administrator for Community Revolving Loan Fund
Page 2 of 5
stated in the proposal, or if no such time is stated, within a reasonable period of time from the date of order or
request, as determined by the City.
In the event that sufficient budgeted funds are not available for a fiscal period, the City shall notify
Treadwell Institute of such occurrence and the Contract shall terminate on the last day of the then current fiscal
period without penalty or expense to the City. The City reserves the right to terminate within the thirty (30) day
notice because of budgetary issues.
8. Compensation: As compensation for Treadwell Institute providing services to the City as described
herein, the City shall pay Treadwell Institute in arrears, based on the submission of invoices for work completed
and properly authorized.
9. Permits & Licenses: Treadwell Institute shall secure and maintain any and all permits and licenses
required to complete this contract.
10. Minimum Insurance Requirements: Treadwell Institute shall maintain insurance in at least the
amounts required in the RFP throughout the term of this contract. Treadwell Institute must provide a Certificate
of Insurance in accordance with the insurance requirements listed within the RFP, evidencing such coverage
prior to issuance of a purchase order or commencement of any work under this contract. Treadwell Institute
shall ensure that any subcontractors or persons hired by subcontractors maintain the same level of insurance
coverage as Treadwell Institute.
11. Indemnification: Treadwell Institute shall indemnify, pay the cost of defense, including but not limited
to attorneys' fees, and hold harmless the City from all suits, actions or claims of any character brought on
account of any injuries or damages received or sustained by any person, persons, or property by or from the said
Treadwell Institute; or by, or m consequence of any neglect in safeguarding the work; or on account of any act
or omission, neglect or misconduct of Treadwell Institute; or by, or on account of, any claim or amounts
recovered under the Workers' Compensation Law or of any other laws, by-laws, ordinances, order of decree,
except only such injury or damage as shall have been occasioned by the sole negligence of the City of
Fayetteville. The first ten dollars ($10.00) of compensation received by Treadwell Institute represents specific
consideration for this indemnification obligation.
City of Fayetteville, AR
RFP 10-10, Administrator for Community Revolving Loan Fund
Page 3 of 5
12. Governing Law & Jurisdiction: Legal jurisdiction to resolve any disputes shall be Washington
County, Arkansas with Arkansas law applying to the case.
13. Severability:, The terms and conditions of this agreement shall be deemed to be severable.
Consequently, if any clause, term, or condition hereof shall be held to be illegal or void, such determination
shall not affect the validity of legality of the remaining terms and conditions, and notwithstanding any such
determination, this agreement shall continue in full force and effect unless the particular clause, term, or
condition held to be illegal or void renders the balance of the agreement impossible to perform.
14. Changes in Scope or Price: Changes, modifications, or amendments in scope, price, or fees to this
contract shall not be allowed without a prior formal contract amendment approved by the Mayor and the City
Council in advance of the change in scope, cost or fees.
15. Freedom of Information Act: Documents prepared while performing city contractual work are subject
to the Arkansas Freedom of Information Act. If a Freedom of Information Act request is presented to the City
of Fayetteville, Treadwell Institute will do everything possible to provide the documents in a prompt and timely
manner as prescribed in the Arkansas Freedom of Information Act (A.C.A. §25-19-101 et. seq.) Only legally
authorized photocopying costs pursuant to the FOIA may be assessed for this compliance.
16. Documents Comprising Contract: The contract shall include this Agreement for AN
ADMINISTRATOR FOR COMMUNITY REVOLVING LOAN FUND, as well as the following documents,
which are incorporated herein by reference.
a. Appendix A: City of Fayetteville's Request for Proposal and all of its addenda and attachments
issued on or around May 24, 2010;
b. Appendix B: Treadwell Institute's Proposal.
c. Appendix C: Treadwell Institute's Certificate of Insurance as required, listing the City as an
additional insured;
If there is a conflict between the terms of this Agreement and the above referenced documents, the conflict
shall be resolved as follows: the terms of this Agreement shall prevail over the other documents, and the terms
of the remaining documents shall be given preference in their above listed order.
City of Fayetteville, AR
RFP 10-10, Administrator for Community Revolving Loan Fund
Page 4 of 5
17. Protect Approval: The City of Fayetteville Mayor, or Project Manager shall authorize all projects for
final approval.
18. Procurement Process & City Procedures: Treadwell Institute shall follow all state, local, and federal
laws. All City policies and state laws shall be followed at all times. Treadwell Institute shall coordinate with
the City of Fayetteville Purchasing Division for all bidding and quoting requirements, procedures, etc. City of
Fayetteville Purchasing Division or Project Manager shall approve all work between Treadwell Institute and
selected parties.
19. Reporting Requirements: Treadwell Institute shall follow all reporting requirements required by the
Department of Energy and the City of Fayetteville. At a minimum, the deadlines listed below will apply to
reporting and invoicing.
a. January — March: Due April 1st
b. April — June: Due July 1st
c. July — September: Due October 1st
d. October — December: Due January 1st
WITNESS OUR HANDS THIS 3)14 DAY OF
ATTEST: COMPANY SECRETARY
BUSINESS ADDRESS
2010.
CITY OF FAYETTEVILLE,
AYETTE 1 LE, ARKANSAS
ONELD J
Attest:
, ayor
OlatiuC.� .
Sondra Smith, City Clerk
BYLtJ? L Ln
NAME AND TI
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FAYE7TEV1U..1r;
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City of Fayetteville, AR
RFP 10-10, Administrator for Community Revolving Loan Fund
Page 5 of 5
THE CITY OF FAYETTEVILLE, ARKANSAS
ARKANSAS
www. acc
sfayetteviite.org -
City of Fayetteville — Purchasing Division
RFP 10-10. Addendum 1 113 w.Mountain — Room Fayettevlle, AR 72701
Phone: 479.575.8220
E -Mail: aforen@ci.fayetteville.ar.us
RFP 10-10, Administrator for Community Revolving Loan Fund
Date: Monday, June 7, 2010
To: All interested parties
From: Andrea Foren, CPPB, Purchasing Agent
Notice: This addendum is hereby made a part of the proposal documents to the same extent as though it
were originally included therein. Proposers should indicate their receipt of same in the appropriate blank listed
herein. Failure to do so may subject vendor to disqualification. Addendum shall be attached to the inside cover
of the bidding documents, signed, and dated.
1. This contract will be for a total of five (5) years, subject to annually to funding.
2. The City does not have a listing of non-profit organizations in the area; however, approximately 8-10
non-profit organizations have expressed an interest in the project.
Page 1 of 1
Acknowledge Addendum #1:
Printed Name:
TAPrommunications Device for the Deaf TOD(479) 521-1316
113 West Mountain - Fayetteville, AR 72701
City of Fayetteville, Arkansas
Budget Adjustment Form
Budget Year
2010
Department: Project Accounting
Division: Citywide
Program: Energy Block Grant
Request Date
7/15/2010
Adjustment Number
JUSTIFICATION TO INCREASE PROJECT / ITEM:
Move Administrative Costs to Community Revolving Loan Fund sub -project as vendor will provide these services
JUSTIFICATION TO DECREASE PROJECT / ITEM (OR RECOGNIZING REVENUE):
Administrative costs will not be internal, but provided by the vendor.
Increase Decrease
Account Name Account Number Budget Budget
Personnel Services - Contra
Project.Sub
Number
2240.9240.5120.00 25,000 09011 0060
Professional Services 2240.9240.5314.00 25,000 09011 0020
•
•
TOTAL 25,000 25,000
Division Head
▪ B�Rire
Rep rtment Director
Date
at
ZpiLalo
Date
Fina a Director
f Staff
Mayor
Date
Date
te
Requested By
ksprirrger
Budget & Research Use Only
Type: A B C D C rTh
Description:
General Ledger Date
Posted to General Ledger
Posted to Project Accounting
C:IDOCUME-11EHUTCH-11LOCALS-11Temp\XPgrpwiselTreadweil BA 07152010.xls
0
Initial Date
Initial Date
John Coleman
Submitted By
City of Fayetteville Staff Review Form
City Council Agenda Items
and
Contracts, Leases or Agreements
8/3/2010
City Council Meeting Date
Agenda Items Only
Division
Action Required:
Sustainability
Department
RFP 10-10: Administrator for Community Revolving Loan Fund -- This RFP is to hire an administrative firm for the
Energy Efficiency and Conservation Block Grant Community Revolving Loan fund. The Fund was developed to
provide funding to Fayetteville non -profits for the purposes of energy efficiency and renewable energy projects.
55,000.00
Cost of this request
2240.9240.5314.00
Account Number
09011.0020
Project Number
Budgeted Item
275,000.00
Category / Project Budget
$
Administrative
Community RLF
Program Category / Project Name
Community RLF
Funds Used to Date Program 1 Project Category Name
220,000.00
Energy Block Grant
Remaining Balance Fund Name
Budget Adjustment Attached
x
de Director
cry Attorney
Finance and Internal Services Director
Da e
7.--/G .- /o
Date
-15`-2018
Date
7i1 -/b
Date
!cb Previous Ordinance or Resolution #
Original Contract Date:
Original Contract Number:
,?:4fitd
Received in Cit15
Clerk's Office 7-15-10P03:51 RCVD
Comments:
Revised January 15, 2009
aye evi
ARKANSAS
THE CITY OF FAYETTEVILLE, ARKANSAS
CORRESPONDENCE
TO: Lioneld Jordan, Mayor
FROM: John Coleman, Sustainability Director'"
Thru: Don Marr, Chief of Staff
DATE: July 15, 2010
SUBJECT:. Community Revolving Loan Fund - RFP 10-10
113 W. Mountain St.
Fayetteville, AR 72701
Telephone: (479) 575-8272
Description
Using funds from the Energy Efficiency and Conservation Block Grant as part of the American
Recovery and Reinvestment Act (ARRA), the City is hiring Treadwell Institute at a flat 20% fee
of the total project cost, not to exceed $55,000, to administer the Community Revolving Loan
Fund. The Community RLF will provide funding to non -profits to perform energy efficiency
upgrades on their facilities while using the energy dollar savings to pay back the loan.
Treadwell Institute will identify projects, provide energy audit services, and assist non -profits
in developing the full project. Treadwell will also pursue other funding sources through grants,
foundations, etc. to bolster the Community RLF program.
Selection Process
The City issued a Request for Proposal 10-10 soliciting firms to administer the Community RLF
fund. Treadwell Institute was selected by a committee.
Budget Impact
Contract costs will be paid for exclusively by Energy Efficiency and Conservation Block Grant
funding as obtained by the City of Fayetteville in September 2009.
RESOLUTION NO.
A RESOLUTION AWARDING RFP #10-10 AND APPROVING A
CONTRACT IN AN AMOUNT NOT TO EXCEED $55,000.00 WITH
TREADWELL INSTITUTE TO PROVIDE ADMINISTRATOR SERVICES
FOR AN ENERGY EFFICIENCY AND CONSERVATION BLOCK GRANT
COMMUNITY REVOLVING LOAN FUND, AND APPROVING A BUDGET
ADJUSTMENT
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
FAYETTEVILLE, ARKANSAS:
Section 1. That the City Council of the City of Fayetteville, Arkansas hereby awards RFP
#10-10 and approves a contract in an amount not to exceed $55,000.00, a copy of which is
attached as Exhibit "A," with Treadwell Institute to provide administrator services for an energy
efficiency and conservation block grant community revolving loan fund.
Section 2. That the City Council of the City of Fayetteville, Arkansas hereby approves a
budget adjustment, a copy of which is attached as Exhibit "B."
PASSED and APPROVED this 3'd day of August, 2010.
APPROVED: ATTEST:
By: By:
LIONELD JORDAN, Mayor SONDRA E. SMITH, City Clerk/Treasurer
TREADELL
INS TIT U TE
Response to Request for Proposal
City of Fayetteville
RFP 10-10, Administrator for Community Revolving Loan Fund
Submitted to:
City of Fayetteville
113 W. Mountain, Room 306
Fayetteville, AR 72701
Attn: Andrea Foren, CPPB
aforen@ci.fayetteville.ar.us
479.575.8220
Submitted by:
Treadwell Institute
706 W. Treadwell
Fayetteville, AR 72701
Mikel C Lolley
Mikel.lolley@gmail.com
479.841.7801
TREADIVE LL
INS T IT U TE
Table of Contents
I. Business Organization and Experience. .1
a. Company Overview.
II. Organizational Chart. 1
III. Recent History. 1
IV. Description of similar work in past five years. 1
V. Four Client References. .1
VI. Program- .1
a. Strategy
b. Approach.
c. List of Services.
VII. Cost Proposal- „1
a. All-inclusive flat annual fee.
VIII. Other Documents. 3
a. Resume.
•
TAPWELL
.1 E
I. Business Organization and Experience.
Treadwell Institute is a non profit devoted to finding sustainable solutions to the built
environment. Mikel C Lolley is the Founding Executive Director with over 15 years
experience as a Design / Builder, quietly performing his own Greenovation experiments on
his own projects -- self performing all aspects as Owner / Developer / Specifier / Builder, and
most importantly, as the on-going Facility Manager.
This practical experience has allowed Mikel to be a much better predictor of how design and
construction decisions endure over time. What decisions will fail? When will they fail? How
they will fail? And, where they will fail?
Every design decision and every construction detail needs to be run through this framework.
Predicting what those decisions and details will look like after the one year warranty period,
after 5 years, 10 years, and even to the end of a 39 year depreciation schedule is the
GREENEST contribution that a design/builder can provide for any owner on any project and
for any building.
Predicting the future of how gracefully materials, equipment and technology will endure over
time is like looking into a crystal ball, and is the filter that is often conspicuously missing
from the conversations of the design professionals, and the subsequent builders.
These same building owners and facilities managers are left to contend with those short sided
decisions for the next 20 plus years, and at tremendous add cost and energy over the lifecycle
of the building.
This can and should be avoided thru more due diligence up front, more practical experience
informing the design decisions, more hands-on experience for informing the actual
execution, all aimed at fostering less embedded energy consumed repairing and maintaining
design and construction errors that cannot endure the test time.
II. Organizational Chart.
a. Executive Director: (primary contact)
i. Mikel C Lolley.
b. Board of Directors:
i. Chair — Leslie Bennoch.
ii. Vice Chair — Matthew Petty.
iii. Secretary/Treasurer — Daniel McCormick CPA.
•
TREADWELL
INST ITU TE
III. Recent History.
Treadwell Institute the non-profit has been performing Energy Evaluations and Energy
Efficiency Recommendations on residential, small commercial, non-profit, and schools over
the past year and a half. Treadwell LLC has been self performing similar services on their
own buildings since 1995. Neither entity has performed services for any governmental
agency in the past.
IV. Description of similar work in past five years.
Treadwell has been calling upon non -profits over the past year and conducting the initial
Energy Survey Walk-thru's. From these survey's, Treadwell has been running Energy
Analysis software to predict the most appropriate interventions that would be most effective
in reducing energy consumption and corresponding cost saving back to the owner's. This
same software then calculates the ROl's and SIR' s for each line item of intervention or
action taken. Treadwell has been sitting on these potential projects until the incentives that
have been looming on the horizon could be collected and included in the proposals. These
incentives include the City RLF, Federal Tax Credits, Utility Company Credits, as well as
Arkansas Energy Office Tax Credits. Together these incentives are exactly what we need
given the current fragile US economy to push building owner to commit to the energy
efficiency upgrades now while these opportunities last.
Treadwell has been practicing Greenovation since the mid 90's on their own projects and has
been a pioneer in the industry of sustainability as it pertains to energy efficiency and
weatherization. It is challenging to extrapolate where the line between a conventional project
and a green project exists when employing the same intellectual property, knowledge and
experience to all projects.
T13!APWUEft
V. Four Client References.
i. Client: Pamela and RJ Candler (Current Residential Project)
Address: 1109 Ranch Drive, Springdale AR 72762-2135
Phone: 479.283.1212
ii. Client: Angey Lyons, Interior Designer w/ Arvest Bank Operations
Address: 75 N. East Av., Ste 503, Fayetteville AR 72701
Phone: 479.973.4163
iii. Client: Rachel McArtor, Property Manager w/ Arvest Bank, Tulsa
Address: 502 S. Main Mall, Tulsa OK 74103
Phone: 918.631.1013
iiii. Client Luke Wigley, President w/ Security BankCard Center, Inc.
Address: 225 East Eufaula, Norman OK 73069
Phone: 405.366.3910
TAPWUELL
T E
VI. Program:
i. Bulk purchasing thru pre vetted and preferred suppliers for best price for most regularly
used materials such as caulk, weather stripping, insulation(s), doors and windows etc.
Regularly used materials to be maintained in a revolving inventory to mitigate
unnecessary lead time and performance issues.
Pre -vetted and preferred subcontractors for best price, (fully licensed and insured)
subcontractors for HVAC, Plumbing, and Electrical, and Insulation.
Pre -vetted and preferred subcontractors for Caulk, Paint, Carpentry etc.
ii. Identify potential facilities, contact directly their building owner's and educate them on
the City of Fayetteville Revolving Loan Fund and Energy Efficiency Program.
Conduct an Energy Survey for the existing building. Identify potential interventions that
could save energy and corresponding cost savings in their utilities for Gas, Electric,
Water, Sewer and Trash.
Plug interventions into Energy Modeling Program and rank interventions upon ROI
(return on investment) and SIR, (savings investment ratio).
iii. Direct marketing and solicitation for Non -profits to participate in this program.
Conduct a thorough Energy Survey Walk thru.
Identify and rank projects with the City that demonstrate highest potentials for energy
efficiency interventions, corresponding energy savings and corresponding cost savings to
the building owner that would go toward repaying the borrowed amount to RLF.
Perform Certified Energy Audit and develop detailed scope of work.
Solicit bid proposals from subcontractors for materials and labor.
Manage closely in the field that the implementation for the scope of work meets the
prescribed specifications to completion and final inspections prior to releasing of any
money's to subcontractors.
Work closely with non -profits to establish the payment program and reporting
requirements.
Solicit fundraising to enhance the Community RLF.
•
TREAPWUELL
TE
VII. Cost Proposal:
Treadwell Institute will perform the services listed above at a flat 20% fee, of the total RLF of
$275,000, for a maximum annual fee of $55,000. Any loan amount of the RLF not allocated
towards projects within the 1 -year contract duration will be refunded at that same 20%.
END
Miket C. Lolley
20 South HW Avenue • Fayetteville, AR 72701 • Mikel.lolley@gmail.com • 479.841.7801
Objective
To grow a program, or a company devoted to Green Building, Green Jobs, and Green Jobs
Training that can make "Rear measurable contributions toward a greater sustainability of energy
and of our natural resources.
Qualifications Summary
• A uniquely broad perspective of expanded scope of services and unorthodox delivery methods
for building design and construction to meet the unique demands of project types and building
owners.
= Creative entrepreneurial mind that is able to identify opportunities to expand scope of service to
clients, able to identify opportunities to solve delivery problems thru non traditional methods.
• Excellent team building and communication skills that foster trust and cooperation among the
various share holders invested in designing and constructing buildings.
Education
University of Arkansas at Fayetteville, School of Architecture
Bachelor of Architecture, Class of 1995
Work Experience
Construction Manager 1 2003 - 2008
Arvest Bank Operations, inc. /Architectural Management/Fayetteville, AR
Responsible for representing owners interest for a regional bank with branch locations in a (4)
four state area. Responsible for managing 30 million annually in a wide range of bank branch
facilities, expansions and construction:
• Provide expertise in Site Selection for New Bank Branch Locations, including ATM sites.
• Review Real Estate Contracts for Site Purchase and/or Land Lease.
• Provide Due Diligence items such as - Soils Testing, Phase 1, Environmental for informing
Real Estate Contracts.
• Production of Schematic Site Plan Drawings for New Sites.
• Production of Schematic Floor Plans for Remodels and/or Additions on existing facilities.
• Participate in Selection Process for Consultant Teams (Architects, and Engineers),
responsible for producing quality sets of Construction Documents.
• Any further Design Development necessary during Construction Document phase.
• Distribution of final construction documents to owner vendors for coordination.
• Actively engaged in the Selection Process for General Contractor, either thru competitive
bid, negotiated contract, or pre -qualification criteria, based upon project type.
• Review of Construction Contracts between Owner and General Contractor.
• Representing owner's interest during all phases of actual construction.
= Representing owner's interest for any warranty issues, or ongoing facilities issues after
substantial completion.
• Co-authored revised bank building prototype standards and construction guidelines.
• Ensure that prototype standards were implemented bank wide on all projects where
applicable.
Accomplished the development of expanded owner famished vendor list with national material
suppliers in order to maintain off-site warehousing, maintain prototype continuity, eliminate lead
time delays, and reduce product quality variables, as well as, pooling purchasing power for best
price and service.
Accomplished in the Development of first LEED Certified (Silver) freestanding bank branch in
the state of Arkansas.
Director 1 Marketing 2002 — 2003
Resource Design /Rogers, AR 72756
Responsible for New Client Development, and Existing Client Business Development. Non-
traditional Project Manager for national retail clients, as well as, several regional bank clients.
• Developed complete brand and prototype packages for new retail stores, mall
application, tenant finish and remodel projects.
• Developed opportunities with owners to expand scope of service toward design/build.
• Developed relationships with local owners and developers toward expanding local
presence for projects within the Northwest Arkansas Region.
• Project Manager for several national retailers, and several regional banks — All aspects
from initial design, thru to expanded service of construction management.
Accomplished negotiating initial contracts among key partners for full-service design/build
projects between the, (Owners, Contractors, Consultants, and Employer) whereby, 1 would serve
as single point of contact thru-out projects duration, from initial thoughts to handing them the keys
to their new facility.
Director of Architectural Production and Design 1 2001 -- 2003
Southwind Group, Inc. /Arkansas Once /Rogers, AR 72756
Responsible for all design, the production and distribution of the construction documents, as well
as expanded scope of construction management services. Responsible as qualifying party to
obtain State License for General Contractor in states where we had projects under contract.
• Honor re -assigned, Wal-Mart In-store bank branch construction contracts that had yet to
be fulfilled when Wal-Mart Financial Services dissolved Wal-Mart Realty In-store bank
leasing and construction program, (15 projects, valued at 3 million in construction, built -out
in 6 months).
• Developed branding, prototype architectural design, and construction packages for new
retail stores, primarily big box, dark store, tenant divide, and tenant finish.
• Developed opportunities and expanded scope of services for existing clients for other
project types.
• Developed turn -key design/build services, single contract, from initial design thru
construction.
• Developed opportunities with potential big box owners and developers interested in
tum -key design/build scope of service for build -out within Wal-Mart dark stores.
• Director of production for all architectural drawings, from schematic conceptual sketches,
to full sets of construction documents.
Accomplished the development of expanded contractor vendors list between national material
suppliers for onsite warehousing, thereby, eliminating lead-time delays, product quality variables,
as well as, pooling purchasing resources for best price and service.
Accomplished the role of Qualifying Party for General Contractor, whereby, 1 took the States
Licensing Exams in states where we had projects needing licensing.
Accomplished the brokering of partners necessary to establish the Northwest Arkansas Office,
and then be able to obtain the outstanding Wal-Mart Realty, In-store bank construction contracts.
Project Manager 1 1998 — 2001
Harrison French Architecture /Bentonville, AR 72712
Responsible for all design, production, and distribution for the construction documents, as well as
expanded scope of construction management service for Wal-Mart Realty Construction.