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Swinerton_Tigard Police and Public Works Facility-Redacted
SWINERTON 73— \ tc.,. _.. , \ 850 NW 13th Avenue, Suite 300 Portland, OR 97209 503.224.6888 swinerton.com A ,----- m6.4 roKe -� I 165359 A ink_- 2 -- T - : -- _ �II,I . sl aaF L ' 1 _ 9 JUNE 25, 2025 - • CITY OF „ ,,,.. r - e TIGARD ,,,„ ..= ,,, . ..: :OP* POLICE AND w . .., �. PUBLIC WORKS FACILITY .,. GENERAL CONTRACTOR ,,,..„. . ,,, CM /GC ‘.., .. . . ,....,, . .„,.‘„,. ,.. ., , , ..,,.,.. . . .. . .. . Request for Proposal (RFP 2025-20) TABLE OF CONTENTS Required Forms - ATTACHMENT A- PROPOSAL CERTIFICATIONS ATTACHMENT B - PROPOSAL FORM TRANSMITTAL LETTER - MANAGEMENT OF WORK 1-8 4.4 PROPOSED PERSONNEL AND PROJECT ORGANIZATION 9-13 4.5 COST MANAGEMENT 14-22 4.. SCHEDULE, QUALITY CONTROL, AND SAFETY PLANS 23-28 4.7 FEE PROPOSAL 29-30 Appendix - RESUMES SAMPLE CCIP POLICY City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / Required Forms ATTACHMENT A PROPOSAL CERTIFICATIONS The Contractor agrees not to discriminate against any client, employee or applicant for employment or for services, because of race, color, religion, sex, national origin, handicap or age with regard to, but not limited to,the following:employment upgrading,demotion or transfer;recruitment or recruitment advertising;layoffs or termination; rates of pay or other forms of compensation; selection for training;rendition of services. It is further understood that any Contractor who is in violation of this clause will be barred from receiving awards of any contract from the City, unless a satisfactory showing is made that discriminatory practices have terminated and that a recurrence of such acts is unlikely. Agreed by: John Ciepiela, Operations Manager Contractor Name: Swinerton Builders ***************************************** Resident Certificate Please Check One: ® Resident Contractor: Contractor has paid unemployment taxes and income taxes in this state during the last twelve calendar months immediately preceding the submission of this proposal. Or ❑ Non-resident Contractor: Contractor does not qualify under requirement stated above. (Please specify your state of residence: ) • Officer's signature: Type or print officer's name: John Ciepiela, Operations Manager City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / Required Forms ATTACHMENT B PROPOSAL FORM RFP 2025-20 Police and Public Works Facility—General Contractor CM/CG The Contractor named below submits this proposal in response to the Request for Proposals (RFP) for the contract named above and warrants that the Contractor has carefully reviewed the RFP and that this proposal represents the Contractor's full response to the requirements described in the RFP. The Contractor further warrants that if this proposal is accepted, the Contractor agrees to all terms and conditions found in the sample contract (Attachment C), and will provide all necessary labor, materials, equipment, and other means required to complete the work in accordance with the requirements of the RFP and contract documents.The Contractor hereby acknowledges the requirement to carry or indicates the ability to obtain the insurance required in the sample contract. Indicate in the affirmative by initialing here: JC The Contractor certifies that the proposal has been arrived at independently and has been submitted without any collusion designed to limit competition. The Contractor hereby acknowledges receipt of Addendum Nos.1, 2 , 3 , to this RFP. Name of Contractor: Swinerton Builders Business Address: 850 NW 13th Avenue, Suite 300 Portland, OR 97209 Telephone Number: 503.224.6888 Fax Number: N/A Email Address: jciepiela@swinerton.com Authorized Signature: Printed/Typed Name: John Ciepiela Title: Operations Manager Date: June 25, 2025 City of Tigard Police and Public Works Facility-General Contractor CM/GC 4.2 / TRANSMITTAL LETTER SWINERTON June 25, 2025 Dear Ms. McGown, Rosie McGown, We are excited to submit our proposal for the new combined Operations and Police Contract and Purchasing Facility.This is an important project for your community, and we recognize the Manager unique opportunity it presents—to bring two distinct programs together into a 13125 SW Hall Blvd. single,efficient, and resilient building.At Swinerton Builders (Swinerton),we bring Tigard, OR 97223 specialized expertise and tools that make us the ideal partner for this complex undertaking. RE: CITY OF TIGARD » Integrated Preconstruction Tools for Dual-Program Success POLICE AND Combining two distinct operational programs into one building requires more PUBLIC WORKS than traditional estimating—it demands a forward-thinking, model-based FACILITY - GENERAL approach. Our proprietary cost modeling tools allow us to evaluate and CONTRACTOR CM/ align program needs early in preconstruction, identifying synergies between GC REQUEST FOR operations and police uses.This results in a more efficient design and cost PROPOSAL structure from the outset. Our accurate, real-time cost model will serve as a trusted foundation for your bond outreach and public engagement efforts- - RFP 2025-20 delivering clarity, confidence, and credibility. » Regional Mass Timber Leadership Sustainability and resilience are best achieved when innovation meets local strength.We are Oregon's leader in mass timber delivery,with a fully integrated V By submitting this supply chain that spans from sustainably harvested local forests to precision- proposal, Swinerton finished components crafted by regional partners. Our in-house engineering is accepting the and design teams have delivered award-winning mass timber structures, and General Instructions we're ready to apply that expertise here. Our approach not only reduces your and Conditions of this project's carbon footprint but also keeps investments in the local economy while Request for Proposal minimizing tariff and supply chain risks. (per second page of » Proven Delivery of Complex Police and Operations Facilities the RFP), obtaining From CM/GC to Design-Build and P3 models, our team brings deep experience a City of Tigard delivering highly resilient police and emergency operations facilities across the Business License, region.We understand the critical importance of uninterrupted service, hardened the stated insurance infrastructure, and adaptable design. Our integrated team—rooted in the Pacific coverage and Northwest and connected across delivery methods—will ensure this project limitations, including meets your long-term operational and community goals. City OCIP option, and We appreciate the opportunity to be considered for this transformative project and the Standard Contract welcome the chance to demonstrate our commitment, creativity, and technical Provisions of the CM/ excellence.We look forward to being your partner in Building a Better Tigard CG Contract. Best Regards, Swinerton Builders Andy Dykeman John Ciepiela 850 NW 13th Avenue (Main Point of Contact) (Authorized Signer) Suite 300 PROJECT EXECUTIVE OPERATIONS MANAGER Portland, OR 97209 andrew.dykeman@swinerton.com jciepiela@swinerton.com OR License No. 78483 503.209.2035 971.806.0311 Swinerton / 4.3 Management of Work / 1 / MANAGEMENT OF WORK A. PRECONSTRUCTION SERVICES OUR PRECONSTRUCTION APPROACH Delivering a successful project starts with getting Preconstruction Recent Success preconstruction right.Across all 23 of Swinerton's offices,we follow a consistent, innovative process that leverages cutting- Hillsboro Police Headquarters edge technology, shared expertise, and data from hundreds Public CM/GC of similar projects.This gives us a unique ability to identify Our team conducted a comprehensive cost-saving opportunities, mitigate risk early, and deliver highly cost study comparing mass timber and informed solutions from day one. structural steel for the two-story facility, For this project,the May 2026 bond measure introduces a evaluating structure, foundations, schedule, critical milestone:the pricing we produce through Design architectural integration, and tariff risk.The Development will form the basis of the bond,with no analysis showed mass timber was the most opportunity to secure additional funding once it passes.That's advantageous solution, optimizing cost, why our plan is structured to lead with precision and discipline. constructability, and alignment with the project's sustainability and design goals. In the initial phase,we will focus on efficiently unifying the distinct program elements of the police station and PSU Schnitzer School of Art + Design the operations facility into one cohesive,cost-effective Public CM/GC building.To do this,we use advanced collaboration tools like Swinerton's model-based estimating enabled Autodesk Construction Cloud-Build,Join,and Revit,which rapid, accurate pricing for PSU through allow our teams and partners to stay aligned, informed, and multiple design and funding changes. Early agile throughout preconstruction.These platforms ensure collaboration ensured mass timber fit transparency and drive better decisions—faster. PSU's vision,while envelope options and operational needs were addressed during Loear, Following the bond vote,we will transition into final GMPschematic design. When the City required a pricing and permitting with a well-coordinated team and alarger footprint, Swinerton provided budget reliable cost model already in place.The RASCI modelimpacts within 72 hours.This collaborative n the following page outlines how our services, tools, and approach kept project estimates within a 6% deliverables will drive this effort. variance from programmatic development to GMP over 18 months of preconstruction. 444000,0 I'm pleased to recommend the Swinerton team...They've been collaborative, proactive, and a true`4 partner to both my team and our team of designers. Their communication has been proactive and transparent, and the unique tools they've used have kept us informed and on budget. Swinerton's extensive project portfolio in the Portland Metropolitan area and their positive relationships with past clients has allowed my team to explore and better understand the tangible outcomes of design decisions. I appreciate their thoughtful approach and commitment to delivering a station that will serve our officers and community well." JIM COLEMAN, CHIEF OF POLICE, HILLSBORO POLICE DEPARTMENT City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / 4.3 Management of Work / 2 TEAM RESPONSIBILITIES �a RASCI Matrix � _A` �ae� ���� e o 0.-Responsible In charge of task �� ec, +° �e a� e� 0-Accountable Decision maker �c� ° eo�+ ec � veG�Goo��� �oc(d •oc% • Support Provides input °oa �Qo� a� a�J 4`ce a,�� cp QC 'a (ikey 40 024 �� to to 0-Consulted Asked for feedback ,•s. �e �� `a- °Q0 44 44 �� o ©...Informed Kept up to date �c�`P�aaO��eo,Q aAs� Paa� yea G G °'� G,CN° y ��`o�a�k/ Initial Partnering Session 0 0 0 0 0 0 0 0 0 0 Design Meetings, Program Reviews, and 0 0 0 0 0 0 0 0 0 Feedback Sessions Target Value Design (TVD) Budgets 0 0 0 0 0 0 0 0 0 0 Revit Model for 3D-Based Estimate/ 0 0 © © 0 0 0 0 0 0 Preliminary Design Budget (Destini) Mechanical System Cost Analysis 0 0 0 0 0 0 0 0 0 0 Provide Cost Saving Suggestions/Alternative 0 0 0 0 0 0 0 0 Material Options Preconstruction Risk/Opportunity Log via Join 0 0 0 0 0 0 0 0 0 0 Soils/Ground Improvement Approach- 0 0 0 0 © © 0 0 0 0 Geotech Review Seismic/Lateral System Cost Study 0 0 0 0 0 0 O 0 0 0 Constructability Review(Mass Timber and 0 0 0 0 © 0 0 0 0 0 Public Works) Constructability Review(MEPF Systems) 0 0 0 0 0 0 0 0 0 0 Update Trend Log to Track Design Changes 0 0 0 0 0 0 0 0 0 0 Develop Permit Strategy 0 0 0 0 0 0 0 0 0 0 Develop Master Construction Schedule 0 0 0 0 0 0 0 0 0 Touchplan (Virtual Pull Planning) 0 0 0 0 0 0 0 0 0 0 Develop BIM Execution Plan 0 0 0 0 0 0 0 u 0 0 Develop Cx Schedule 0 0 0 0 0 0 0 0 0 0 Develop Site Logistics, Safety, and Phasing 0 0 0 0 © © 0 0 0 0 Plans Coordinate COBID Outreach 0 0 0 0 0 0 0 0 0 0 Develop RFP Packages for Design-Assist 0 0 0 0 0 0 0 0 0 MEPF Subcontractor Outreach Plan 0 0 0 0 0 0 0 0 0 0 Long-Lead Procurement Plan 0 0 0 0 0 0 0 0 0 0 RFP/Manage Design-Build Trade Partners 0 0 0 0 0 0 0 0 0 0 Establish Guaranteed Maximum Price 0 0 0 0 0 0 0 0 0 0 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.3 Management of Work 3 B. RISKS & MITIGATION PROJECT-SPECIFIC UNDERSTANDING & RISKS A strong preconstruction effort depends on early, collaborative risk management and a clear understanding of project challenges. One of the most valuable tools we bring to this process is Join—a shared platform that brings owners, contractors, and design teams together around cost, schedule,and design decisions in real time. In addition to centralizing cost data and tracking design decisions, Join allows us to identify, document, and manage project risks in a transparent and proactive way. For this project,we've already started building the risk log in Join, capturing key risks that could affect cost and schedule.These include future tariffs, perched water onsite, land use requirements, permitting delays, labor availability,weather impacts,and material price volatility.We're also closely watching program-related risks— such as inefficiencies that can arise when combining police and operations facilities—as well as the critical funding milestone tied to the May 2026 bond vote. What truly sets us apart is our ability to look beyond this project.Through Join, we can access and analyze risk data from similar police stations and operations centers across Swinerton's nationwide reach.That means we're not just bringing our local experience—we're bringing the best lessons learned from across the country directly to Tigard. Join not only tracks each risk—it also documents the cost impact, mitigation strategy, status, and assignee.This gives our team a living, up-to-date risk management tool that helps us develop and implement a targeted approach for each identified challenge, ensuring we stay ahead of potential issues before they affect cost or schedule. REDACTED City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / 4.3 Management of Work / 4 C. SEQUENCING! REDACTED PHASING PLAN We Start with a Model First Approach in Preconstruction Swinerton leverages visual aids-2D for scalable understanding and 3D for broader context and distillation of complexity—to connect the onsite scope of work with scheduled activities and present information in a format that is accessible and easily understood by all stakeholders, regardless of their familiarity with construction processes or communication tools. By investing early in the development and maintenance of a 4D schedule and a dynamic 3D logistics plan,we provide stakeholders with a clear, real-time understanding of upcoming work. This includes what will be installed in the coming weeks,the equipment that will be present, and the anticipated impacts on traffic patterns. As the project progresses,we will continue to enhance these models to reflect accurate scope and installation details.These tools also enable stakeholders to provide input on phasing requirements, ensuring alignment between the construction schedule and the expectations of the City of Tigard and adjacent entities. City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / 4.3 Management of Work 5 SITE LOGISTIC PLANNING , A unique challenge on this project is conducting a comprehensive t ' • ` - . ----1 , site analysis to reduce earthwork costs and minimize earthwork _ , ,.;k ' • related traffic along the corridor. In partnership with HHPR • -. and SEA,the team will optimize floor plate elevations and - -- perform topographical studies to manage onsite traffic and crew SWHvHa�xRo �'' '• . , 0 deployment. ( '° " c . By leveraging prefabrication in structural, partition, mechanical, 4..... -. ..‘ s and electrical systems,the number of workers onsite will be _ 3 tp reduced, minimizing community disruption while enhancing � 0 A ti �.� construction quality and efficiency. r. ; _ CONSTRUCTION ENTRANCE(TYP) Our preliminary logistics plan allows for three site entrances _ _ t' along Wall Street to accommodate larger deliveries,without R y, _ �� RAMP UP l TEMPORARY having to navigate a turn-around on the sloped site.We will CONSTRUCTION FENCING keep all of our office and delivery functions close to Wall Street, #, CRANE RADIUS; on the west zone of the site,to minimize noise and traffic in the ' ' f•RETAINING EDGE\ A ,,PROTECTION NEEDED area adjacent to the Fields Apartments. --. R _ With consistent, accurate visuals and scheduling,we can % '." - 1 FIELDS r=r,.' effectively manage expectations and ensure alignment across all parties—contributing to a smoother, more coordinated �� 111 w — construction process. worm1 _ 1111 \ 7.,y---"•••.....wernit 115NEWI! iIII �I I.a�e �-.` �,..-�� t T� -_ �L � + r. � •� I 'i p vi�TRAILERS JOB mom , • C ' '. I` ,CRAFT rev:[" • �x L • PARKING mimm; w Ri= u // - _ - 'f P. �Il kimono Rii -j . , -- �� g �T �_. € 1 Mil ilani Development Swinerton performed the site development, casino, �� $\ m. parking structure and waste water treatment plan on this expansive 152 m acre project. The unique site topography necessitated unique solutions `"y ,— � c including wetland delineation and creation, contaminated soil mitigation, and slope stability measures including soil nailing, concrete retaining walls,mechanically stabilized earth and key block retaining walls. City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.3 Management of Work 6 D. FAST TRACK PROJECTS TC0+5 11 Swinerton's approach to managing fast-track projects with critical timelines is rooted in a culture of innovation, flexibility, and accountability. TCO We identify at least five must-hit milestones called TC0+5 (Temporary Certificate of Occupancy+ 5)that are critical to overall completion.These must-hit milestones are based on our experience with similar projects, EARLY WORK GRADING PERMIT and in addition to critical path items, help guide the team toward success. Allows more efficient sitework in Our project team does not rely on corporate schedulers for scheduling the summer and ignaro land use and wetland workk approval and and issue resolution. From preconstruction through execution, the finalization of deep foundation/soil responsibility stays where it should-with those responsible for executing improvement scope. the work. BUILDING PERMIT Swinerton's scheduling standards will continually inform decisions: Approval often signifies successful precon. efforts such as design, costing Fully developed submittal, delegated design, and deferred submittal to milestones, and landuse permit. procurement schedule; STRUCTURE Collaborate with our trade partners and self-perform teams to ensure Completion of the structure to ensure activity progression is being met on a weekly basis; that exterior/interior scopes begin. Weekly"Jam Sessions"with all members of the team, including trade ROOFING partners,feeding the superintendent information to accurately forecast Roofing system is most often the and hedge risk early; critical milestone on a project as it coincides "building dry-in" and start of » Visual Workflow Plan to clearly communicate trade flow and phasing; interior finishes. » Permit pursuit and trade flow charrettes to conclusively identify and FRAMING reinform the shortest path from permit(s) through execution; Tracked independently as it is critical » Develop, maintain, and update the master schedule on a weekly basis in to building dry in on the exterior as support of changes and pivot opportunities; well as rough in of mechanical and electrical systems. When change happens, provide in depth fragnet analysis and "what-If scenarios to ensure the best path forward for the project metrics. Recent Schedule Success First Tech Oregon Campus, Hillsboro, OR 12 MNTS Our mass timber procurement led to over 5%less than market 16 MNTS rate, and 4 months faster than a conventional concrete structure Wingspan Event & Conference Center, Hillsboro, OR 15 MNTS By shifting to a hybrid structural frame,we were able to shorten 18 MNTS the construction duration by 3 months, and save$474,000 Harder Mechanical Headquarters, Portland, OR Prioritizing CLT reduced the original budget by 10%and reduced 13 MNTS the project schedule by 2 months ilani Casino Development, Ridgefield, WA Through numerous additional projects,the casino was delivered 19 MNTS six weeks early and included all finished amenities • Final Schedule • Initial Schedule 0 5 10 15 20 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / 4.3 Management of Work / 7 E. COLLABORATION / COMMUNICATION Swinerton Success Factors for Tigard Police and Public Works Facility Project r- ON TIME & ON BUDGET PARTNERSHIP WITH ALLrill FULFILLS THE PROJECT DELIVERY PROJECT STAKEHOLDERS COMMUNITY FOR LGENERATIONS TO COME PROJECT SUCCESS FACTORS so We see our greatest success in all of our projects DEAN WHELLAMS, coming from being focused on developing a collaborative National Performance Coach environment for the team.We see the best value on our projects in leveraging the collective skills of the entire With over 15 years of experience in training project team to deliver more than the sum of the parts. and partnership development, Dean helps Swinerton values the collaborative environment so much that Swinerton teams implement effective we have an established Project Forming Method led by our processes and discussions in Teaming in-house National Performance Coach Dean Whellams. Sessions with major clients nationwide. Dean's engagement expedites collective buy-in from the team by understanding leadership styles and L.._________ .1 a philosophies and sets collective expectations for the lE �- project.We look forward to engaging Dean on this :• to ensure a strongteam dynamic sets this " project Y project up for success from day one. -:; r {-lil '` L It's through this collaboration that we can effectively ',r „¶ and successfully deliver on our commitment to *, deliver a resilient project that is on-time, on-budget, and serves the needs of the City of Tigard and it's constituents, now and in times of true need. Teaming session for Hillsboro Police HQ project Andy Dykeman was an exceptional partner to the Eugene Water&Electric Board throughout 4,4 the planning and delivery of our Roosevelt Operations Center. From the earliest stages, he demonstrated a deep commitment to our success—assisting me in keeping our Board of Commissioners well-informed, actively participating in our community outreach events, and fostering trust with all stakeholders. During construction, his leadership was evident in all phases of the project. Under his guidance, the team delivered a resilient, sustainable, and highly functional facility that meets EWEB operational needs today and well into the future. He was consistently thorough, proactive, and transparent—always making decisions with our best interests in mind. It was a true pleasure to work with him, and I would highly recommend him without reservation." KEN BEESON, EWEB PROJECT MANAGER (RETIRED) City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / 4.3 Management of Work / 8 E. COLLABORATION / COMMUNICATION SUPPLIER DIVERSITY & OUTREACH Swinerton is proud to establish a higher standard of excellence in the construction industry with outreach programs to local workers and certified business enterprises—including those owned by women, minorities, veterans, LGBTQ+ people, and those living with disabilities. For over 30 years, Swinerton's Supplier Diversity Program has demonstrated our pledge to diversify our partnerships. Regardless of project requirements, Swinerton as a company strives to award at least 20%of its subcontracting and supplier volume to small, local, and diverse businesses.We are proud to continue meeting our goal by directly engaging with our local subcontracting communities, offering educational support and resources for Certified Businesses looking to bid Swinerton projects, and breaking down scopes of work in the field to encourage growth and success. By nurturing relationships with our local trade partners,we build up the communities we build in. $730M Diverse Supplier Spend in 2024 Community Impact » Workforce Development: By offering local career opportunities, Swinerton integrates into the community, contributing to resident's growth and development. » Economic Development:Our commitment to sustainable development promotes economic prosperity;we support partner growth and success on projects,and actively invest in the community and local businesses. » Community Involvement:We are not just builders—we are active community participants.We engage with local organizations and offer our employees a range of opportunities to contribute to causes they are passionate about. Tigard's Community Promise or the 'Five E's Alignment with Swinerton's Core Values EQUITY:WE will ENVIRONMENT: ECONOMY: ENGAGEMENT: EXCELLENCE: ensure just and WE will embrace WE will be WE will involve WE will set high fair inclusion sustainability responsible all voices in standards and where all can to improve stewards of the our community strive to exceed participate, our natural community's while building community prosper, and resources and financial trusting expectations. reach their full the livability of resources relationships. potential. our community. entrusted to us. ILA Ownership Passion Integrity Leadership Excellence 100%employee- We are committed owned,we are to best-in-class, As employee- We say what we If we do something, we do it right. owners,we take relentlessly driven, mean and mean innovative and We are our own accountable,and proactive solutions full responsibility what we say.If we toughest critic. for the long-term enthusiastic in make a promise, for our clients.We We use our the pursuit of are proud to lead success of our we keep it. intelligence and perfection.Building the way for our organization. It's that simple. ingenuity to exceed is not just what we clients,industry, do,it's who we are. and communities. expectations. City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / 4.4 Proposed Personnel and Organization / 9-10 4.4 / PROPOSED PERSONNEL AND ORGANIZATION COLLECTIVE TEAM EXPERIENCE A-C. TEAM STRUCTURE This team of experienced builders offers valuable perspectives and diverse expertise from similar CM/GC projects for essential public facilities.Their collaborative approach and innovative mindset align seamlessly with the City of Tigard's requirements. orCITY OF Tigard Otak 7f ///\ Scott MISSION CRITICAL S PUBLIC/CIVIC COMMUNITY ._. IJ Edwards FACILITIES111111 TIMBER SECTOR PARTNER '� • Architecture I I i John Ciepiela �� ' Andy Dykeman OPERATIONS yl al PROJECT ,A MANAGER .� EXECUTIVE g1Wip Greg Byrnes / Cameron DixonSwinerton&Timberlab aSENIOR PROJECT PROJECT MANAGER have completed 23 mass MANAGER timber projects in Oregon Sr. Project Manager , I Greg Byrnes oversaw work at the JW Peck Timberlab has Federal Building Diversity Liaison Phillip completed 6 mass for GSA, a ten story Thrash is an active rill rot , timber public safety/ modernizationcommunity member and Jon Smith Michael Cooper Jay Kyle including full systems Su erintendent Dana Huber wasemergency buildings advocate for minority PRECONSTRUCTION SENIOR PROJECT SENIOR p replacment includingparticipation, with site manager for the Beavertonsecurit for federalMANAGER . A ENGINEER , SUPERINTENDENT y/�,>� Public SafetyCenter connections to local I I i agencies including FBI, ATF, IRS and SSA. programs to promote local hiring Phillip Thrash Ili! Bryce Wipper r Dana Huber Sr. Superintendent Jay Kyle ESTIMATOR/ I1P'� PROJECT 41 ENGINEER SUPERINTENDENT has experience that includes Project Executive ` ,, the Honolulu Police Department Andy Dykeman ;` DIVERSITY LIAISON , ki 4 Crime Lab Expansion has been a leader in public/civic The collective team projects, including Adam Klauba Or Lia Larson / Omnia Atahasco a wbination orked onof highlyects resilient the Project Executive Andy Dykeman a m proj forMEP COORDINATORPROJECT ENGINEER FIELD ENGINEER was director for the seismically 15+ mass timber State of Oregon, 0, 11- resilient facility for North Valley projects in Oregon Eugene Water and The Swinerton Complex project Electric Board team includes and, Central Tigard residences AND was director for an advanced Lincoln Peoples who are excited Zack Schroder Risk Category IV base isolated, Utility District. to be a part of the ri! VDC MANAGER mission critical Integrated bond campaign — SUPPORT Operations Center in Tualatin to Build a Better Swinerton has delivered 13 Tigard Or Law Enforcement Consultant Stan projects for public agencies Chris Whitaker / Bill Melrose Cooper is a former Commander through a P3 delivery. Griffin P . - Stan Cooper, CDR SAFETY +V- QUALITY for Salinas Police Department, Swinerton specializes in giiir LAW ENFORCEMENT , MANAGER , MANAGER now a project partner of Swinerton the development, financing, CONSULTANT offering programming feedback construction, and management and workflow efficiencies of public facilities through the P3 development method. City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.4 Proposed Personnel and Organization 11-12 Relevant Project Features Key Team Members Duties & Responsibilities: c c a 0 0 U ro co .0 >, r a And D keman Y Y Greg Byrnes Jon Smith SENIOR PROJECT MANAGER MANAGER PROJECT EXECUTIVE ;� PRECONSTRUCTION M NAGER Swinerton o 0 E `) E .- a) N • Primary point of contact • Construction phase collaboration lead • Design team engagement Team - 0 0 0 cp 0 0 0- r° Overall customer satisfaction and project g o cp c) ci m c3 o n o p 1 Market and engage subcontractors during • 3D Model-based estimating (Destini) staffing/resources early and ongoing buyout process • Value engineering/management process Andy Dykeman 25% 25% • Implement Swinerton best practices • Ensure cost control, change management, • Target value design development Project Executive PDX Office Jobsite • Lead pre-project discussions and definition and scheduling best practices through the • Study opportunities for prefabrication to ° of project success project life cycle reduce project duration Greg Byrnes 10% 50% • Guide solution forpoor soils andground p J Sr. Project Manager PDX Office Jobsite Work with Andy and Phillip to establish improvement diversity goals and outreach/engagement Cameron Dixon 20% 100% • Owner contract adherence strategy Project Manager PDX Office Jobsite Jay Kyle 10% 20% Sr. Superintendent PDX Office Jobsite 49, Cameron Dixon Dana Huber Dana Huber 15% 100% PROJECT MANAGER A SUPERINTENDENT Superintendent PDX Office Jobsite • Coordination with City of Tigard, SEA, and Otak • Daily field operations Omnia Ata As 100% • Day-to-day cost control • Responsible for jobsite safety and logistics Field Engineer Needed Jobsite • Budget and schedule adherence • Schedule development, including daily Michael Cosper 5% 100% • Prepare owner billings and backup updates and weekly distribution Sr. Project Engineer PDX Office Jobsite • Change management • Trade partner coordination • Trade partner management • Lead quality control program Bryce Wipper As 100% V Project Engineer Needed Jobsite Lia Larson As 100% V V Ili, Project Engineer Needed Jobsite Omnia Ata Stan Cooper ii Chris Whitaker FIELD ENGINEER Jon Smith 75% As ✓ V V LAbv civrvrtl;tMtN I CONSULTANT AO 3Hrc i t riHivHvC4 Precon. Manager PDX Office Needed • Lead iterative "schedule jam" culture with Police veteran with in-depth knowledge of • Plan, direct and supervise the Site Specific Phillip Thrash 25% As trade partners to creatively adapt to change Police Operational Programs that will be Safety Plan Est./Diversity Liais. PDX Office Needed and natural disruption invaluable in providing guidance and planning • Safe planning of high hazard work and • Promote mitigation strategies when change • Programming feedback and workflow coordinates with subcontractors Adam Klauba 15% 15% happens efficiencies • Training and education to reinforce safety MEP Coord. PDX Office PDX Office • Tracks and review budget, schedule, 9 Law enforcement focused design assistance procedures and practices for specific tasks Zack Schroder 10% 15% quality and safety adherence and file the and constructability review and general safety VDC Manager PDX Office PDX Office corresponding reports and documents • Input on access control and security approach • Clear communication when identifying, Stan Cooper 15% 15% analyzing, and preventing possible risks Law Enforc. Cons. Remote Remote Chris Whitaker 5% 40% Safety Manager PDX Office Jobsite We truly value the collaborative environment fostered by co-location offices,where we share space with the owner,design team, and trade partners. 15% This integrated setup has proven especially effective on our current projects at Portland State University and HP,where we've maintained a co-located office Bill Melrose 5% ✓ v throughout both the design and construction phases.Working side-by-side has significantly enhanced communication, streamlined decision-making, and Quality Manager PDX Office Jobsite allowed us to resolve issues quickly and efficiently as they arise.The synergy created by this close collaboration has led to stronger teamwork and more John Ciepiela 5% 5% cohesive project outcomes.We look forward to doing the same with for the City of Tigard Police and Public Works Facility project. Operations Manager PDX Office PDX Office City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.4 Proposed Personnel and Organization 13 D. COMPANY ORGANIZATION CHART Swinerton Builders is a wholly-owned subsidiary of Swinerton Incorporated. Swinerton Incorporated is 100% employee-owned.Approximately 50% is held by the Swinerton 401(k) & Savings Plan, and the balance is split among 900 plus employees of the various Swinerton Incorporated family of companies. No single individual employee owns 4%or more of the stock of Swinerton Incorporated. Executive VP& COO President&CEO TIM KRETZSCHMAR DAVE CALLIS SOUTHEAST NORTHERN CA. SOUTHERN CA. CENTRAL NORTHWEST REGION REGION REGION REGION REGION Sr.VP, Regional Manager JASON CHUPP VP, Division Manager RYAN WASELL SAK's concrete expertise ranges from turn-key cast-in-place structures to stand alone shotcrete, finishing, patching, steel reinforcing and small projects divisions. With in- PITLI4Builders house estimating and preconstruction services, our team can provide a broad range of deliverables, including budgeting, design-build, or design-assist concrete construction. Timberlab is an affiliated company and project partner of Swinerton, expanding on IJITIMBERLAB the products and service offerings of the former Swinerton Mass Timber brand. Timberlab provides holistic mass timber systems,working closely with Swinerton in preconstruction and construction phases of mass timber projects. When you hire Swinerton,Timberlab experts are on board from day one. Timberlab's vertically-integrated team pushes the boundaries of wood materials, creating awe-inspiring and sustainable mass timber structures.When you partner with Timberlab,your project can benefit from the following services: Timber Engineering Custom Fabrication Digital Construction Timber Installation Strategic Procurement Mass Timber Manufacturing MAKING PROJECTS PENCIL We recognize the challenges of developing a project around a new structural system. Our commitment is to bring creative solutions to make a mass timber project financially viable,just like we have done on 23 other mass timber facilities in Oregon. Our combined efforts will reduce the overall cost of construction through smart and informed selections around the structural frame, along with exploring and making recommendations for complementary benefits in building mechanical, electrical, envelope, and interior systems.That is the holistic benefit you will get with the Swinerton X Timberlab team. City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.5 Cost Management 14 4.5 / COST MANAGEMENT A. COST ESTIMATING & VALUE ENGINEERING Our Approach to Refining Police and Operations Program into One Site PURPOSEFUL PRECONSTRUCTION The Police and Public Works project offers a profound impact by bringing people together, strengthening bonds, and creating a space that promotes public safety.We understand the significance of this vision and integrate it into every aspect of our approach—not just in building, but in creating a space that truly serves the community. Our experience on many other public safety and public works facilities, including the Hillsboro Police Headquarters has equipped us with the expertise and methodology to ensure this project exceeds expectations. Our preconstruction process begins with a thorough review of all assumptions, unlocking the space's full potential. We use a conceptual Jelly Block massing model for estimates, focusing on the overall vision. Our model-based estimating platform, Destini, continuously refines estimates as designs evolve, supported by detailed reporting that provides stakeholders with a clear view of the project. REDACTED City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.5 Cost Management 15 REDACTED Recent Success: Destini @ PSU Model-Based Estimating at PSU Through our ongoing PSU Schnitzer School of Art INITIAL BASELINE ESTIMATE + Design project, our preconstruction methodology a has delivered measurable value. From the outset,we 100%SD -$71 M developed a comprehensive schematic design (SD) estimate that was approximately 9% higher than the Fully authored Swinerton Model original cost consultant's projection.This variance *Supplemented missing scope was not due to overestimation, but rather the result of our detailed 3D pricing model—built from 2D 6�, , c drawings—that served as a reliable source of truth i- . �:— =� --..; ►,. ESTIMATE UPDATE 0 during estimate reconciliation.This model enabled e' - 50% DD - $69.9M z the team to clearly understand and align on accurate * >-- 'o! construction cost values early in the process. , z , o With a strong baseline, Swinerton trended costs ESTIMATE UPDATE c 100% DD -$68M downward during design development, even as ,.q; . , m program elements were added at the 50%construction ,��. ;;i/;. _ ��ii document stage.The final GMP aligned with PSU's .„.,,,'1ql�. .III il,ii o budget through strategic,value-based system -;i�- �, modifications—not scope reductions—preserving ESTIMATE UPDATE a) design integrity.This success led to the full adoption 50%CD (ADDED PROGRAM-SF) -$73.3M m of model-based estimating,with in-house modeling of DesModels undeveloped design elements to ensure clarity and *Scope Team Authored design P g y *Scope completed as design developed continuity. Swinerton continues to innovate with visual tools that enhance cost certainty and help stakeholders .1 GMP PRICING understand the budget impact of each programmatic 90%CD - $72.7M decision. City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.5 Cost Management 16 TARGET VALUE DESIGN (TVD) VIA JOIN STEP To support a transparent, collaborative, and real-time data driven preconstruction phase,we use 3 Join, a platform that helps teams stay aligned by centralizing project information and making it easier to evaluate cost options as a team. Leading this effort will be Andy Dykeman, our Project Executive, and Jon Smith, our Preconstruction Manager.With their guidance and Join's collaborative tools,we're aiming to keep everyone—from the design team to city stakeholders—on the same page as we make key decisions. REDACTED AUTODESK BUILD - CONSTRUCTABILITY & DOCUMENT REDACTED CONTROL DESIGN: For constructability reviews,we use Autodesk Construction Cloud (ACC) Build, a cloud-hosted, collaborative platform where issues can be flagged in both 2D sheets and 3D models.These items are assignable,trackable, and can escalate to preconstruction RFIs with full correspondence history—ensuring nothing is lost and everything is actionable. 2D drawings are overlaid as the design progresses making it easy to see the progression and compare against prior design milestones. CONSTRUCTION:As we transition to construction,we continue to use ACC Build for all document control items, including RFI's, submittals, and quality control items (issues and punch lists). Everything remains in a single location and is easy for the team, including trade partners, to find information and stay up to date on any changes as construction progresses. City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.5 Cost Management 17 B. COST TRACKING CONTROLLING YOUR BUDGET We realize the importance of transparency and building trust is the key element.We use multiple web-based / REDACTED collaborative reporting tools to ensure you are always well informed of the project status and our team will be providing consistent cost control updates and accounting reports to ensure the City is up to speed throughout the project. Some of these tools include: Project Management System CMIC Web-based, real-time `44e information provided through our Construction Management System CMi(Project Management (CMiC).We will provide Control Project Data a dashboard to view Manage Communications Enhance Project Collaboration project information, including real-time ¢. �°°°� summary-level graphs, ogement �M,�oote trending charts, projected contract values, billings, and schedules. Cost reports are also accessible on computers or portable devices. C. CONTINGENCY APPROACH Swinerton's preconstruction process includes three targeted contingencies in each estimate,tailored to project scope, market conditions, and construction delivery.These structured tools—based on design completeness, model- based estimates, and confidence in programming assumptions—enhance cost certainty while allowing flexibility to address changing project details and market dynamics. 1. The first is a Design and Estimating Contingency,which accounts for the natural evolution of design between our early estimate and the establishment of the GMP. Its value is driven by the level of document development and the assumptions made during programming,which we build directly into our model-based estimating process. 2. We also carry an Escalation Contingency—a focused allowance to cover forecasted labor cost increases and material pricing risks tied to factors like supply shortages,tariffs,and other external pressures. 3. Lastly,we include a Contractor's Contingency within the GMP.This open-book contingency is used to manage typical construction-phase risks such as buyout gaps, incidental overtime,and unforeseen conditions that fall outside the scope of Owner Change Orders. As construction progresses and risks are resolved, remaining contingency funds may be redirected to value add- back options or deferred scope enhancements.This disciplined,transparent process ensures unused contingency dollars are reinvested in the project for the City of Tigard's benefit. City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.5 Cost Management 18 D. GMP DOCUMENTATION APPROACH TO DOCUMENTING GMP LINE ITEMS AND MANAGING CHANGES Our preconstruction approach is geared towards maximizing the budget and paving the way for an all- encompassing GMP in order to reduce project risks. Our team employs a transparent, systematic approach to documenting the components of the GMP and determining the scope of project changes.This process is intended to provide the City of Tigard with clarity, accountability, and confidence throughout the project lifecycle. Documenting GMP Line Items Our project team, led by Andrew Dykeman,will work hand-in-hand with the City of Tigard and SEA to prepare a detailed GMP and supporting documentation that transparently itemizes all cost components.We see this process as a continuation of our preconstruction efforts and will continue to utilize Destini to leverage the 3D models and 2D plans to fill in gaps and create a detailed GMP. Each line item will be supported by comprehensive backup, such as trade partner proposals, quantity takeoffs, and our detailed analysis of each scope.All assumptions and clarifications are documented and included as part of the GMP proposal, providing a clear baseline for project execution and easy comparison for any future changes. Determining Scope Changes Relative to the GMP Our method for determining whether project changes are inside or outside of the GMP, starts with our preconstruction approach. Our preconstruction approach paves the way for a comprehensive GMP that will greatly reduce the amount of contingency and scope changes on the project.This GMP also provides the framework by which the project team will collectively determine if a project change qualifies as a change to the owner, a draw of contingency/allowance funds, or a responsibility to be borne by our team and/or trade partners.This process includes: 1. Baseline Establishment:The GMP, along with its supporting documentation and clarifications, serves as the baseline for scope, cost, and schedule. 2. Change Identification:Any proposed change is evaluated against the original GMP scope and line-item descriptions. 3. Scope Assessment:Our team will conduct a review to determine if the change is already included within the defined GMP scope and/or could have been reasonably inferred. 4. Documentation and Communication:All changes are documented,with clear references to the relevant contract documents and GMP line items. Our goal is to provide timely,transparent communication and be a team player. Our goal is never to simply price changes, but rather work to offset the impact by reviewing creative areas of the project where we can save time and money. I appreciated that Swinerton worked in tandem with me to keep a tight rein on the budget and`4 contingency throughout the project. The City has a fiduciary responsibility to be good stewards of public money; managing the project's budget and funding is of the utmost importance. Limiting the amount of change requests, and addressing value engineering where appropriate allowed us to move forward with multiple alternates from our wish list toward the end of the project, resulting in additional amenities to the space." TONI PLUNKETT (RETIRED), PUBLIC WORKS PROGRAM MGR, CITY OF HILLSBORO City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.5 Cost Management 19 E. CM /GC PAST PERFORMANCE 60%of Swinerton's projects are delivered under a CM/GC approach,where we expertly direct each step of the construction process to minimize change orders, maintain budget and schedule and promote collaboration between all stakeholders. CM/GC Projects: Client HILLSBORO, OR City of Hillsboro, OR Date Completed HILLSBORO POLICE HEADQUARTERS - - August 2026 (scheduled) The Hillsboro Police Department's new Headquarters and 71 .-Ag a ■-t Evidence Facility is designed to enhance law enforcement '` I� ��ii���� Contract/Change Orders $75M / None to date and community services. Spanning approximately 67,500 i�va�s 1I iI_ �.I��� 111 r. square feet,the building will be two stories of mass timber ` Client Reference with a lobby, a secure entrance, and a connection to the iii _____________________ .,.------------------'::i Geoffrey Kavulya public parking area. 503.681.5371 Client NORTH PLAINS, OR City of North Plains, OR Date Completed NORTH PLAINS PUBLIC WORKS FACILITY = loll ;0'i October 2024 The 12,000-square-foot facility incorporates 7,500 square feet e II a ism 8_ � Contract/Change Orders of high-bay shop space and a 4,500-square-foot,two-story LJJ J $7.8M /$407,000 office that will house the public works offices and other city •departments.The primary structural system utilizes cross - :: — ' - _ AI Client Reference laminated timber(CLT). J Dustin Lueckenotte , 503.647.5555 - »4 • • Client FAIRVIEW, OR :,; - 4. Oregon Metro Date Completed BLUE LAKE PARK OPERATIONS AND J March 2025 MAINTENANCE FACILITY illiri- - [1 Contract/Change Orders New office building with a public lobby for park guest «l 01 $9.7M /$1.3M services, staff offices, conference rooms, break areas, and locker rooms.The project also includes the renovation of the a . ��. Client Reference :,' Brent Shelby existing Curry Building for repair services and equipment �;:y 503.804.2807 storage, and site improvements, and security upgrades. ;:-- - :t.. t-, City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.5 Cost Management 20 Client VANCOUVER, WA _HP Inc. .'q- �4-� {c. �� = tom. • HP VANCOUVER CAMPUS .' .� - -. Date Completed _- - }, • -,W,. 7 ' r_ March 2026 (scheduled) Site development and construction of a new mass timber t :\. ` - research and development facility.The two-building -t--:—Contract/Change Orders , Confidential development encompasses over 225,000 square feet of :4 .�;- total building area,with a mix of research and development Client Reference • labs and administrative office spaces.The 21 acres of site Soo Anderson (J LL) ..- -r.�e..� A , _-, development including ground improvements, public and 503.546.3664 i , r, 41, ` - ." -•• private streets, and utility infrastructure.The project is • - - • - • • • •- - pursuing LEED Gold and ILFI Zero Carbon certifications. •m4 Wiglipyril i\ ....1" ° Client PORTLAND, OR Portland State University ;10, Date Completed SCHNITZER SCHOOL OF ART + DESIGN ;I, March 2026 (scheduled) New 95,000-square-foot four-story academic building that gi .°° Contract/Change Orders will incorporate collaborative spaces, classrooms, design I�' - 1�] $75M / None • labs, teaching spaces/offices, and studios for sculpture, .��-, .es" a printmaking,textile arts, photography, and videography. , I, r_ ., Client Reference Designed to achieve LEED Gold, the facility will be the first ', r' vm.,, • =.. ' ' `�:k- Cameron Patterson mass timber building on campus. 901.569.0688 Y e Client PORTLAND, OR , Multnomah County, OR I Date Completed HOLGATE LIBRARY II April 2024 This new two-story library utilizes a mass timber structural 1 Ittl Contract/Change Orders system, and features a large play/learning space; a • $17M /$590,754 dedicated teen room; flexible meeting rooms; and an outdoor plaza. Designed to receive LEED Gold certification, the library m ;i, I s Client Reference incorporates radiant flooring for thermal comfort and a I I 1 { . Elise Hendrickson I�; i ,- `• 503.309.9209 rooftop photovoltaic system to help offset energy usage. �� _ Client MONMOUTH, OR City of Monmouth, OR III ' Date Completed MONMOUTH CITY HALL January 2024 The new 12,800-square-foot two-story mass timber building ' I N� Contract/Change Orders provides a new home for the city's finance, building, I gill $8.5M /$420,000 community development, and administration departments. � � li iti i A prominent component of the building is the court chamber NM Client Reference featuring ballistic walls,which was designed for council Kevin Perkins meetings, court hearings, and public meetings. 503.838.0722 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.5 Cost Management / 21 PROJECT EXPERIENCE City of Rialto Police Station P3 / CALIFORNIA POLICE / LAW ENFORCEMENT Swinerton has a proven track record of delivering - 1� police and law enforcement facilities that support ��� /I 111 . ow ".N1 I the operational needs of public safety agencies — 1111 I while fostering community engagement. 'r7�i' "'^' f _ i , t1:?i' j 1 1 l E 14RTMENT POLICE Hillsboro Police Headquarters — r,` - --- CM/GC / OREGON - . `` Al 4 iii:. 1, ,:, _,. - , , a...,.1. III Pa��i T 4' AEI - - - 1 M _ . _ _ *1i Beaverton Public Safety — MASS TIMBER INSTALLATION / OREGON South San Francisco Police Station 011111.17 DESIGN-BID-BUILD / CALIFORNIA #5 ) ill .,_ 4 ...am- 1 4.0 `► RANKED LOCAL -112411 -1 o. GOVERNMENT BUILDING ak" CONSTRUCTION FIRM -- BY BD+C kJ_ v -� `� �� T Los Banos Police Station F ' - City of Salinas Police N,, \ . _ DESIGN-BUILD / CAL O R N I A 4 Services Headquarters ' -�; F / CALIFORNIA / 1r �� l il047._ , , .041/0...ir_tot -*-- --z._-----. .'", _ , .'. , _ •-' :i --a.j— — i i - _ J ivirnlylrity _ =, .-- _ lb- ` �-__ MASS TIMBER INS-TALLAT • 1 OREGON City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.5 Cost Management 22 PROJECT EXPERIENCE Wingspan Event & Conference Center PUBLIC/CIVIC CM/GC / OREGON Swinerton has proudly partnered with local cities / _ and counties on a wide range of public/civic - - projects, delivering high quality facilities that meet � I 1 sustainable project goals. alb i—�•- I 11 - - sre4'1� _ - _ �i. I J.IR , �------- :e Civic Center --- - - -� .., l P3 / CALIFORNIA t,. -Y '� _ :: _ A_� � - _ " Multnoma . ►to & Midland Libra I�- -..,..--- _ - � it _ ,- ri _ - CM/GC / OREGON .Pflugerville Downtown -�'-' W -.a City Hall & Rec Cent r �K P3 / TEXAS i i � - - wilr—` _ - 1 range c. tnty Sanitation -,;;i111 ',it II`r a '` if . -District Headquarters P.;^ V1L:�lYAJAOW'.u... -,.:,4:4 -;' •-' j _ ._;ii,._,:,11_. -r. --' I, - - r- - = BUILD / OREGON Ledding Library ' - CM/GC / OREGON ° . 11-j, ' , , . Ail ...01. ... . .' 1 :J,--. ii, r• . , of a 'I� Y 11111h&%ki a { I . 1 ■III 'IA II w i ''•04;1110 I _i Ira , l� Hidden Creek Community Center -- - CM/GC / OREGON M Gene Friend Recreation Center — .L1. iz�e CM/GC / CALIFORNIA --I fin 01 nor I! ..... . - . - 4.:i, i'll . Ivl i 1 I ma 7-—,-.- .- " • s:IT! 7 r i • a. _ - City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / 4.6 Schedule,Quality Control,and Safety Plan / 23 4.6 / SCHEDULE, QUALITY CONTROL, AND SAFETY PLAN A. SCHEDULE APPROACH SCHEDULING APPROACH AND RISK FOCUS i � , .r We take a rigorous approach to project schedulingusingI- . 9 PP p l Primavera P6.This platform enables detailed planning across thepi, -- ' entire lifecycle of the project—from preconstruction through owner • L _ occupancy.This includes defining early design and permitting milestones all the way through final activities such as punch list R completion,furniture installation, and move-in. 1 l Primavera P6 supports our ability to manage field resources ?' . effectively,through Manpower Reporting. By tracking crew counts 1 and manpower across all activities,we can identify potential Field Engineer Omnia Ata leading pull bottlenecks or areas of over-allocation, and proactively reallocate planning session labor to maintain schedule momentum. P6 also enables cost-loaded scheduling,which allows us to produce accurate, schedule-driven cash flow projections throughout the project.This is critical for managing both cost and timeline expectations. To support real-time schedule accuracy and enhance trade partner engagement,we host weekly pull planning sessions with field leadership.These sessions align crews on near-term work, identify constraints early, and improve coordination between trades. Pull planning not only increases collaboration and accountability, but it also provides valuable input that helps keep the master schedule realistic and achievable. We also use Planned Percent Complete(PPC) reporting to monitor progress against the weekly work plan. PPC measures the REDACTED percentage of planned activities that were completed as scheduled. This provides clear, real-time feedback on schedule reliability and helps identify patterns of delay. Reviewing PPC data weekly gives our team early insight into emerging risk areas and provides an opportunity to adjust the plan before they impact the critical path. For the City of Tigard Police and Public Works Facility project,we have identified the following schedule-sensitive risk areas that will be carefully managed by our team: » Design Timelines and Deliverables:Close coordination with the design team to meet milestone targets. » Permitting Durations:Active monitoring of agency review timelines to avoid delays to early work. » Key Construction Activities: • Ground Improvement: Early scope critical to foundation readiness. • Complex Site Grading: Requires precise sequencing to support structure start. • Structure for All Three Buildings: Coordinated and phased to support the overall project timeline. • Procurement:We take a proactive, hands-on approach to procurement,with the goal of keeping materials off the critical path. Our strategy is to ensure construction—not procurement—drives the schedule, reducing risk to overall project delivery. City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / 4.6 Schedule,Quality Control,and Safety Plan / 24 B. LABOR & MATERIAL AVAILABILITY Swinerton recognizes that the success of a police and public works facility depends on proactive management of labor and materials, as well as a robust strategy to ensure competitive pricing and schedule certainty.The following outlines Swinerton's expectations and approach, leveraging our extensive network and outreach,the benefits of prefabrication, mass timber, and our industry leading self-perform capabilities. MAXIMIZING TRADE PARTNER/MATERIAL SUPPLIER BIDDING Swinerton's process for trade bid packages is designed to maximize competition and value. For each trade, Swinerton prepares comprehensive bid packages and invites qualified trade partners and material suppliers to bid competitively. Simultaneously,Swinerton's estimating specialists develop internal estimates for self-perform scopes,ensuring that all bids are benchmarked for best value.This dual approach promotes a high level of competition,transparency, and cost control, allowing the most advantageous solution—whether self-performed or subcontracted—to prevail. Swinerton's national buying power and established relationships with suppliers further enhance our ability to secure competitive pricing and mitigate market volatility. LABOR AND MATERIALS AVAILABILITY Swinerton maintains a robust pool of skilled professionals, including craftspeople specializing in mass timber, concrete,drywall,and related trades. Our ability to self-perform direct work on public sector projects provides a unique advantage, especially in markets where qualified trade partner pools may be limited.This approach allows Swinerton to plan well in advance, maintain consistent workflow, and ensure that critical scopes remain on schedule and are performed to the highest standards of quality and safety. PREFABRICATION AND MASS TIMBER BENEFITS Prefabrication and mass timber construction are central to Swinerton's strategy for mitigating labor and material challenges. Mass timber components are manufactured offsite in controlled environments,then delivered as a kit of parts for rapid onsite assembly. Prefabrication also enhances quality control, reduces material waste, and allows for just-in-time delivery,which is particularly valuable for sites with limited laydown space or logistical constraints. Mass timber's lighter weight compared to steel or concrete can reduce foundation costs and simplify sitework, especially in areas with challenging soil conditions. Swinerton's early commitment to mass timber and our partnership with Timberlab provide access to an unparalleled network of suppliers and fabricators, ensuring material availability and cost certainty. Andy Dykeman was a steady, collaborative team member who consistently supported the`4 planning, preconstruction and construction of our electric utility's Newport Operations Center....it was important to us that we engage local businesses and create opportunities for our area—Andy fully embraced this priority. His commitment to community involvement and local partnerships made a lasting impression. Throughout the design and through the construction process, he... focused on cost-effective, value-driven solutions that maintained our commitment to resiliency and quality. His leadership, thoughtful approach, and ability to align project goals with our community values made a huge difference in delivering the project on time and within budget." GAIL MALCOLM, CENTRAL LINCOLN PEOPLES UTILITY DISTRICT City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton 4.6 Schedule,Quality Control,and Safety Plan 25 C. CHALLENGES / RESOLUTIONS DECISION MAKING CURVE During the design phase, timely and informed decision-making is critical to project success.The decision curve below outlines our proactive approach to identifying and addressing key challenges early in the process. By mapping anticipated decision points and aligning them with project milestones,we aim to ensure that critical issues are resolved when they are most impactful.This framework supports collaborative engagement with the City of Tigard and SEA, enabling us to navigate complexities efficiently and maintain project momentum. REDACTED City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / 4.6 Schedule,Quality Control,and Safety Plan / 26 D. QUALITY CONTROL PLAN QUALITY FROM START TO FINISH Quality is more than the outward appearance of a finished building; it is having complete confidence in its underlying craftsmanship. Swinerton's Quality Program encompasses meticulous attention to detail coupled with dynamic and continuously evolving processes to ensure we are always meeting the highest quality standards. Our team strives to deliver exceptional results and complete satisfaction through a thorough review of work, materials, and processes. PROACTIVE, DYNAMIC, & EFFECTIVE City of Tigard Police and Public Works Facility's Site-Specific Quality Quality Plan Management Plan (SSQMP)will Review Design have clearly defined and documented C.2o; quality control processes, measurable metrics, data-driven tracking, and continuous review to ensure Build Plan construction excellence at every submittals stage. j Work The Quality Process and SSQMP provide ample checks and balances Knowledge Execution to ensure that projects are built Sharing as specified, and areas for risk are • # "\\ mitigated.The Quality Process will: O ' Lessons Learned Incorporate • Detect potential conflicts in • - Always improving Past Lessons -- Great \ and tearni� m design documents via thorough °�s`nwesko Quality Catch constructability reviews. Detecting issues Acquire New before they arose Knowledge • Evaluate potential concerns at the site due to existing conditions. 000 Share Knowledge for » Establish plans for scopes and Best Practice Benefit of Future Teams trades with higher risk, as well Do the t thongs r �� e first timee as areas of specific emphasis or concern for the City of Tigard. » Verify,test,and review any submittals,samples, and mock-ups to ensure the functionality of all components. » Ensure materials and equipment are verified for conformance with plans and submittals. » Define expectations and timelines with trade partners to ensure alignment on scope of work. » Inspect all first work on the project to make any changes before major installation begins. » Engage the City of Tigard and project team feedback on the project's in-progress quality. » Track project progress and catch discrepancies via photo documentation. » Review and track quality control checklists to end the project with few, if any, unresolved items. » Ensure a smooth hand-off by training the City of Tigard's teams and providing necessary documentation. City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / 4.6 Schedule,Quality Control,and Safety Plan / 27 E. SAFETY PROGRAM SAFE, HEALTHY, AND RESPECTFUL At its core, Swinerton's Safety Program is about creating a true safety mindset for our workers p`F0,FETY 4 H,6 and trade partners to send them home safely, every day. Our teams not only comply with these � s parameters—they embrace and fully respect them. YFNY On every project,we live out our motto: Make Safety a Habit, Your Family Needs You (YFNY). *if °J A safe jobsite motivates our workers, saves on project costs, and prevents delays—all of which F4MILY NEE°S improve quality and productivity. A FOUNDATIONAL APPROACH TO SAFETY REDACTED Swinerton's Safety Program rests on a firm foundation of effective, industry- recognized strategies.Through the efforts of comprehensive safety plans, meticulous pre-planning, ongoing training, and daily mentoring, Swinerton boasts an exemplary safety record nationwide with a 2024 Experience Modification Rate (EMR) of 0.54—well below the national industry average of 1.00. On the City of Tigard Police and Public Works Facility project, safety leaders Chris Whitaker and Superintendents Jay Kyle and Dana Huber will uphold a safe and healthy jobsite that minimizes risk to workers and the community,with an aggressive goal of zero incidents and zero lost time. SWINERTON'S STANDARD PROCESSES Swinerton's standard processes emphasize pre-planning, exceeding industry standards for even greater safety,training and continuous improvement at the project and company level, and reporting and improving performance should incidents arise. » Robust pre-planning addresses potential hazards before they can occur, starting in preconstruction. » Job Hazard Analyses(JHA)to identify hazardous work activities prior to mobilization. » Activity Hazard Analyses(AHA)for all trades occur multiple times during a project as needed, primarily occur three weeks prior to a high-hazard activity. AHAs break down work processes step-by-step to identify hazards and required training for personnel. » Ongoing assessment,examination,and planning of the jobsite and the site's safety plan to adjust for real-world site conditions, large or small. Ongoing in-person training and education to reinforce safety procedures and practices for specific tasks and general safety. » Clear communication when identifying, analyzing, and preventing possible risks. » Accident and incident investigation to understand the why and how of safety incidents. City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / 4.6 Schedule,Quality Control,and Safety Plan / 28 SAFETY ACCOUNTABILITY At Swinerton, accountability for safety is a shared responsibility that extends to every employee-owner and trade partner on the jobsite. Swinerton works closely with trade partners to provide a safe and healthy working environment for all, setting Minimum Performance Standards in our subcontracts that require strict adherence to robust safety protocols. Each trade partner undergoes a thorough prequalification process to ensure a demonstrated commitment to safety, and is required to assign a Designated Safety Person to oversee their company's safety performance.Trade partners, as experts in their fields, are best positioned to identify and control common and predictable hazards associated with their work. Both Swinerton employees and trade partners participate in project- ;,N; - specific safety orientations,weekly safety meetings, and daily i 1 - planning,fosteringa culture ofproactive health and safety. T -- -- "' pre-task • P 9, . • Swinerton empowers every individual with Stop Work Authority, ' ,/", ensuring that anyone can halt work if unsafe conditions arise. - This collaborative and proactive approach ensures that all jobsite personnel are held to the highest standards, reinforcing Swinerton's unwavering commitment to delivering award-winning projects fromIlL;6�, coast to coast while protecting the well-being of every team member and the communities they serve. SWINERTON'S FORMAL DISCIPLINARY PROGRAM Swinerton's commitment to safety is foundational to our culture and operations, reflecting the company's enduring values of accountability, integrity, and excellence.The formal disciplinary program is an integral component of Swinerton's Health and Safety Program, designed to ensure that all employee-owners,trade partners, and craftspeople adhere to the highest standards of safety on every jobsite. Disciplinary action may be taken in the event an employee violates a safety rule that could result in an incident or injury.This policy is for employee protection and is enforced consistently to ensure fair treatment for all. The following are examples of disciplinary actions that may be taken by management or supervisors when an employee-owner is in violation of a safety rule: First Offense -The employee-owner may receive a verbal or written -AA notice,with documentation sent to the Talent Partner.Additional training or jobsite safety orientation may be required. Second Offense -The employee-owner may be sent home for at least three days.Third Offense - Disciplinary action may include termination. Serious violations of the Swinerton Health and Safety Program or Site-Specific Safety ■ Rules may result in immediate termination. This formal disciplinary process is a critical part of Swinerton's proactive approach to safety, reinforcing a culture where every / individual is empowered and expected to contribute to a safe, healthy, / and respectful work environment. Swinerton's integrated ecosystem P 9 Y of expertise ensures that safety is not only a policy but a shared value, supporting the company's mission to deliver award-winning projects from coast to coast while protecting the well-being of all team members Afr, i and the communities they serve. WA City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / 4.7 Fee Proposal / 29 THE INFORMATION ON THIS PAGE IS CONFIDENTIAL AND CONSIDERED A TRADE SECRET PER ORS 192.345 (2) / FEE PROPOSAL A. PRECONSTRUCTION SERVICES Below is our total cost to provide the Preconstruction Services outlined in both Section A of our Proposal and the Sample CM/GC Contract. REDACTED B. CONSTRUCTION SERVICES REDACTED SELF-PERFORMED WORK: Swinerton and it's subsidiaries Timberlab and SAK Builders, self-perform structural concrete, mass timber and metal stud framing and drywall.As these scopes will be competitively bid, our CM/GC fee for these scopes, if awarded,would be our contractual fee as stated in our proposal,with no additional mark-ups. CCIP/OCIP PROPOSAL: Swinerton's national reach and wide range of expertise provide us with a range of competitive and service oriented insurance products to accommodate any of our client's needs. Our broker, Gallagher,works with Liberty Mutual, Chubb,American Asset,Zurich,Travelers,Axa, Navigators, BerkshireHathway, SwissRe and others to provide our packaged insurance rates or project specific insurance policies. Swinerton has an extensive portfolio of projects both under CCIP and OCIP policies.A sample CCIP/GLO policy is provided in the Appendix. An early indication rate for a CCIP/GLO policy would be 1.2%. However,final terms and rates would need to be negotiated as the project scope develops. City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / 4.7 Fee Proposal 30 THE INFORMATION ON THIS PAGE IS CONFIDENTIAL AND CONSIDERED A TRADE SECRET PER ORS 192.345 (2) REDACTED City of Tigard Police and Public Works Facility-General Contractor CM/GC APPENDIX RESUMES SAMPLE CCIP POLICY T SWINERTON Swinerton Appendix 31 • Andy Dykeman PROJECT EXECUTIVE A leader in public contracting,Andrew is adept at leading large, complex projects with multiple project stakeholders.Andrew will provide senior level oversight with a focus on preconstruction and lend his expertise in leading a collaborative team process for the entire project team. PROJECT EXPERIENCE 1 YEAR AT SWINERTON Hillsboro Police Headquarters 28 YEARS OF EXPERIENCE CM/GC for new 67,500-square-foot Headquarters and Evidence Facility EDUCATION designed to enhance law enforcement and community services. BS in Construction Hillsboro, OR / Project Executive / $75M / August 2026 (scheduled) Engineering Management and Client Reference: Geoffrey Kavulya, Sr. PM, City of Hillsboro, 503-681-5371 Business Management, Oregon State University Eugene Water and Electric Board - Roosevelt Operations Center* CM/GC for 195,000-square-foot, 55 acre, highly sustainable and resilient CERTIFICATIONS Electric and Water operations facility, including office,warehouse,vehicle Associate DBIA shop, fleet wash and storage. Eugene, OR / Project Executive / $55M / November 2010 Client Reference: Ken Beason, Project Manager, EWEB, 541-953-6733 Jon Smith PRECONSTRUCTION MANAGER Jon is passionate about problem-solving in multi-family development, leveraging model-based estimating (Jelly Blocking), and innovative preconstruction methods to streamline decisions and maximize value. PROJECT EXPERIENCE Portland State University Schnitzer School of Art + Design 3 YEARS AT SWINERTON CM/GC for new four-story academic building that is designed to achieve LEED 10 YEARS OF EXPERIENCE Gold and is the first mass timber building on campus. EDUCATION Portland, OR / Precon Manager / $75M / March 2026 (scheduled) BS in Construction Client Reference: Cameron Patterson, Project Manager, PSU, 901-569-0688 Management, John Brown University Independence Hall Development /construction a new 190,000-square-foot facility designed for manufacturing operations, material storage, outdoor staging, and administrative offices. Millersburg, OR / Precon Manager / $36M / Dec 2026 (scheduled) Client Reference: Chris Evans, President,Timberlab, 503-749-7500 *Experience gained with previous employer City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton Appendix 32 GregByrnes • 01 SENIOR PROJECT MANAGER Greg is responsible for overseeing the planning and scheduling of resources,value engineering/buyout, and contracting strategies to support •f Superintendents and trade partners in their field operations. • /IJJ1( 'v �tl�4 PROJECT EXPERIENCE 6 YEARS AT SWINERTON HP Vancouver Campus 14 YEARS OF EXPERIENCE 21-acre site development and construction of a new two-building, 225,000-square-foot mass timber research and development facility. EDUCATION Vancouver,WA / Project Manager / Confidential / March 2026 (scheduled) BS in Construction Client Reference: Soo Anderson, Owners Rep,JLL, 503-546-3664 Management, University of Cincinnati Hidden Creek Community Center CM/GC for 51,500-square-foot,two-story Community Center that is Hillsboro's first building to utilize a cross-laminated timber(CLT) structural system. Hillsboro, OR / Project Manager / $29.1 M / August 2020 Client Reference: Geoffrey Kavulya, City of Hillsboro (formerly with Washington County), 503-681-5371 Cameron Dixon �.. PROJECT MANAGER Cameron coordinates project operations and communications, supporting field teams and resource planning. He ensures seamless delivery by leveraging expertise in budget leveling, buyout, and civil site development. PROJECT EXPERIENCE 6 YEARS AT SWINERTON Portland State University Schnitzer School of Art + Design 14 YEARS OF EXPERIENCE CM/GC for new four-story academic building that is designed to achieve LEED Gold and is the first mass timber building on campus.on campus. EDUCATION Portland, OR / Project Manager / $75M / March 2026 (scheduled) BS in Civil Engineering, Client Reference: Cameron Patterson, Project Manager, PSU, 901-569-0688 Oregon State University Oregon State University-Cascades Edward J. Ray Hall CM/GC for new four-story mass timber academic building of classrooms and laboratories,with site/infrastructure improvements throughout campus. Bend, OR / Project Manager / $34.7M / July 2021 Client Reference:Jarrod Penttila,A. Director of Capital Project Planning and Construction, OSU-C, 541-706-2163 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton , Appendix 33 Jay if Kye ' SENIOR SUPERINTENDENT ' Jay brings 20+years of multi-faceted construction expertise. His leadership . ,e� approach combines rigorous scheduling/planning and a team problem- ;i solving mindset to deliver quality facilities on time and within budget. PROJECT EXPERIENCE 7 YEARS AT SWINERTON HP Vancouver Campus 20 YEARS OF EXPERIENCE 21-acre site development and construction of a new two-building, 225,000-square-foot mass timber research and development facility. Vancouver,WA / General Super. / Confidential / March 2026 (scheduled) Client Reference: Soo Anderson, Owners Rep,JLL, 503-546-3664 Hidden Creek Community Center CM/GC for 51,500-square-foot,two-story Community Center that is Hillsboro's first building to utilize a cross-laminated timber(CLT) structural system. Hillsboro, OR / Superintendent / $29.1M / August 2020 Client Reference: Geoffrey Kavulya, City of Hillsboro (formerly with Washington County), 503-681-5371 _ Dana Huber SUPERINTENDENT kir( Dana is responsible for the daily field operations including coordinating, supervising and scheduling subcontractor activities, and maintaining the high standard of quality that is recognized in all our projects. PROJECT EXPERIENCE Beaverton Public Safety Center* 2 YEARS AT SWINERTON The 63,000-square-feet, three-story police and emergency management facility 29 YEARS OF EXPERIENCE was constructed to be earthquake resistant and includes a micro-grid energy EDUCATION management system, photovoltaic system, and a backup generator. Superintendent Training, Beaverton, OR / Superintendent / $36M / December 2020 Carpenters International Client Reference: Eric Oathes, Police Captain, Beaverton Police (retired) Training Center Blue Lake Park Operations and Maintenance Facility Architectural and HVAC Sheet Metal, New office building with a public lobby for park guest services, staff offices, NW College of Construction conference rooms.; renovations to the Curry Building for repair services and equipment storage; and site improvements, and security upgrades. Basic Training, US Navy,Great Lakes, IL Fairview, OR / Superintendent / $9.7M / March 2025 Client Reference: Brent Shelby, Sr. Capital PM, Oregon Metro, 503-804-2807 *Experience gained with previous employer City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton Appendix 34 Phillip Thrash ESTIMATOR/DIVERSITY LIAISON As an active community member and advocate for minority participation, Phillip focuses on prioritizing the goals of the City to meet or exceed local hiring and other community-based goals and objectives for our construction operations. PROJECT EXPERIENCE 19 YEARS AT SWINERTON Hillsboro Police Headquarters 21 YEARS OF EXPERIENCE CM/GC for new 67,500-square-foot Headquarters and Evidence Facility designed to enhance law enforcement and community services. EDUCATION Hillsboro, OR / Lead Estimator / $75M / August 2026 (scheduled) BS in Electrical Engineering Client Reference: Geoffrey Kavulya, Sr. PM, City of Hillsboro, 503-681-5371 Management, University of San Diego Multnomah County Holgate Library CM/GC for new two-story library utilizes a mass timber structural system, and features a large play/learning space;flexible meeting rooms; and an outdoor plaza. Portland, OR / Estimator/Diversity Liaison / $17M / April 2024 Client Reference: Elise Hendrickson, Sr. PM, Multnomah County, 503-309-9209 Stan Cooper, CDR LAW ENFORCEMENT CONSULTANT Stan will provide law enforcement operations expertise to guide design and . planning of this new facility. His diverse 30-year law enforcement career enables him to understand the unique needs of police facilities. He's learned the nuances and processes of architecture and construction by working on a Task Force office remodel and headquarters and support building.This unique perspective enables Stan to ensure the goals of the City of Tigard, SEA, and 30 YEARS IN LAW Swinerton are met. ENFORCEMENT PROJECT EXPERIENCE EDUCATION BS in Business Management, Los Banos Police Station St. Mary's College of Moraga 29,500-square-foot station including mass timber elements, and a 3,000-square- foot outbuilding. Salinas Police Services Headquarters Two-story, 44,000-square-foot main building and a single-story, 25,000-square- foot utility building. City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton Appendix / 35 SAMPLE CCIP POLICY GENERAL LIABILITY INSURANCE PROCEDURES MANUAL MI. 41 .L.,-- SWINERTON FOR THE PROJECT NAME P ROJECT CODE: XXXX Presented By: Swinerton Builders and Arthur J. Gallagher & Co. Insurance Brokers of California, Inc. (T i Gallagher Insurance I Risk Management 1 Consulting City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton Appendix / 36 SAMPLE CCIP POLICY Table of Contents Introduction 3 Program Eligibility 4 Enrollment Responsibilities Flow Chart 5 Enrollment Instructions 6 Insurance Charge Calculation 8 Accident Reporting and Claims Procedures 9 Definitions For Purposes Of This Manual 11 Personnel Directory 12 2 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton Appendix / 37 SAMPLE CCIP POLICY Introduction Swinerton Builders sponsors a General Liability Insurance Program for this project providing General Liability and Excess Liability for all eligible and enrolled parties of every tier. For an outline of the coverages provided by the program and other insurance requirements, please refer to of your Work Order Insurance Addendum of your subcontract agreement. Please provide a copy of the Work Order Insurance Addendum along with a copy of this Insurance Manual, to all of your sub tier subcontractors for their information. Please note that the coverages provided by the program are designated to cover you only while you are actively engaged in construction activities at the Project Name Therefore it is imperative that you maintain your own insurance coverage for off-site operations. Subcontractors of any tier shall require their respective vendors, suppliers, off-site fabricators, material dealers, truckers, drivers and others, who merely transport, pick-up, deliver or carry materials, personnel, parts or equipment to or from the project site to maintain insurance in the form and with the limits as specified in the Work Order Insurance Addendum—Insurance Requirements. This manual is only for informational purposes regarding the administrative procedures required for this program. You are contractually required to adhere to these procedures in the Work Order Insurance Addendum of your subcontract agreement. This manual is not a contract document. Participation in the program is mandatory but not automatic. Each Eligible Contractor must follow the enrollment procedures as outlined in this manual. 3 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton Appendix / 38 SAMPLE CCIP POLICY Program Eligibility All qualified subcontractors of any tier whose employees perform actual on-site labor are required to participate in the Program and follow through with the online enrollment process and participant responsibilities as noted throughout this Manual. Coverage Trigger Coverage will begin the date you begin work at the site and is contingent on completing the online enrollment through the Arthur J. Gallagher Contractor Portal (see separate on-line instructions). Once your enrollment has been completed you will receive a Certificate of Insurance confirming the coverage from Arthur J. Gallagher (AJG). It is your responsibility to complete and upload all enrollment materials before you begin work on the project. Failure to supply all requested insurance documents will result in a flat 2% charge against your entire contract amount. You are also responsible for ensuring that any lower tier subcontractors you hire are also enrolled online before they begin their work at the project site. If you or your lower tier subcontractors have not completed the online enrollment and received confirmation of enrollment from Arthur J. Gallagher, no coverage will be afforded. Ineligible Parties Subcontractors who present an exceptionally hazardous exposure or risk to the job site may not be eligible to participate, at Swinerton's discretion. It is your responsibility to contact Arthur J. Gallagher (AJG) and confirm your eligibility before you begin work on the project. Not everyone will be a participant. For example, the following are ineligible for the program. Subcontractors of any tier that are: ■ Vendors, Suppliers, Surveyors, Consultants, Architects/Engineers, Guard Services, Material dealers, Hazardous Abatement Contractors, Off-site fabricators with no on-site installation, Others who merely transport, pick up, deliver or carry materials, personnel, parts or equipment or any other items or persons to or from the project site, and Temporary labor services that would traditionally supply you with temporary labor (where workers' compensation coverage is provided for those employees by the temporary agency). This situation needs to be reviewed on an individual basis. If you are uncertain whether your firm will be a participant in this program, or wish confirmation of your eligibility, please contact the AJG Administrator listed in the Personnel Directory. Swinerton will coordinate the program at the project site. Arthur J. Gallagher will be administering the program from their offices. A complete contact list is in the back of this Manual. 4 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton / Appendix / 39 SAMPLE CCIP POLICY Enrollment Responsibilities Flow Chart Action Item Responsibility 0 Distribute Insurance Manual to prospective bidders or1 Swinerton subcontractors. Send the Work Order Insurance Addendum and Insurance Manual to your Insurance Agent/Broker for 2 0 assistance, if necessary, in completing the Online Subcontractor Enrollment Process. Distribute the Work Order Insurance Addendum and 3 0 Insurance Manual to prospective lower tier Subcontractor bidders/subcontractors. Complete the Online Enrollment process through the Arthur J. Gallagher Contractor Portal prior to any on-site 4 0 Subcontractor work and ensure all lower tier subcontractors complete the Online Enrollment process prior to any on-site work. Send Insurance Certificate to Swinerton in accordance 5 0 with the Work Order Insurance Addendum of the Subcontractor Subcontract Agreement. Ensure that enrollment is completed through the Arthur 6 0 J. Gallagher Contractor Portal online for you and your Subcontractor lower tier subcontractors. Failure to comply will result in a 2% charge against your contract value. 7 ❑ Confirm all site subcontractors' and/or lower-tier AJG subcontractor(s) enrollment in the program. 8 0 Certificate of Insurance and policy copies issued to AJG program participant. Advise your Insurance Agent/Broker of insurance Subcontractor 9 0 coverages provided by the program so that proper notice Lower-tier can be made to your current insurers. subcontractor 5 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton Appendix / 40 SAMPLE CCIP POLICY Enrollment Instructions Every participant must complete the Online Enrollment process through the AJG Contractor Portal at AJG Contractor Portal Enrollment instructions are attached separately and also available online at Swinerton's Contractor Website. If you have any questions regarding the completion of the online enrollment, please contact your AJG Administrator listed in the Personnel Directory. Please keep in mind that the program coverage includes: • General Liability limits of$2,000,000/$4,000,000/$4,000,000 for all insureds combined, with the limits specific to Project Name. • E xcess limits of$75,000,000 for all insureds combined, with such limits specific to the Project Name for premises operations and $75,000,000 for completed operations. • Ten years of completed operations tail or State stature of repose whichever one is less with project specific limits. • Limits are Per Project subject to a $395M General Aggregate cap and a $245M Products and Completed Operations cap. Please keep in mind the following: • Each of your lower-tier subcontractors must complete the Online Enrollment PRIOR to starting work on-site; • The program does NOT INCLUDE automobile coverage (including trucks and licensed equipment) or tools and equipment; • T he program does NOT INCLUDE Workers' Compensation for employees working at the Project Name. It is the sole responsibility of each enrolled party to report accidents/claims involving worker's compensation claims to their own insurers. • T he program provides General Liability only for operations at the Project Name Operations of each subcontractor of any tier at other locations are NOT COVERED by the program. • Your general liability insurance charge will be based on a$2,000,000 each occurrence limit, so you may need to include a portion of your excess liability coverage to meet this requirement. If you do not have Excess liability policy, please indicate by marking the appropriate check box on your Portal enrollment. 6 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton , Appendix / 41 SAMPLE CCIP POLICY ■ If your current insurance program contains a deductible or SIR, you will need to include a deductible premium as it applies to the payroll or revenue on this project. If you do not supply this information, a standard 2% rate against contract value will apply. Each Participant will need to review and acknowledge the following Enrollment Disclosures as part of their online signature: As noted in this Manual, Swinerton will purchase General Liability and Excess Coverages for the benefit of participating subcontractors. In exchange for this benefit, the undersigned agrees as follows: • The submitted information accurately reflects the total projected insurance costs (for bidder and all subcontractors) that would apply if my regular insurance program were to provide coverage for this work. • I agree that Swinerton will apply the above insurance deducts based on subcontractor's normal cost of insurance. This deduct will be taken from a submitted pay application. If necessary, Swinerton will require payroll for the undersigned and their subcontractors to calculate and process an accurate insurance deduct. • Any and all returns of premium, dividends, discounts, or other adjustments to any program policy is assigned, transferred and set over absolutely to Swinerton Builders. This assignment pertains to the policies as now written and as subsequently modified, rewritten or replaced including any additional amounts or coverages as a result thereof. Rights of cancellation of all insurance policies provided to Subcontractors of any tier by Swinerton Builders are also assigned to them. This assignment is only valid for Insurance policies whose premiums have been paid by Swinerton Builders on behalf of such Subcontractors of any tier. • Subcontractor enrolled in the program policy will be responsible for its proportionate share of the insurance deductibles of $1,000-$25,000 per occurrence for General Liability, if determined the subcontractor is liable for the associated claim. • Insurance coverage under the program is contingent on a properly completed online Enrollment with information that is accurately represented by the subcontractor(s). Arthur J. Gallagher will provide each enrolled subcontractor with written confirmation of coverage. 7 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton Appendix / 42 SAMPLE CCIP POLICY Insurance Charge Calculation The online enrollment must be completed before any on-site work can begin. Subcontractor and all sub-tier subcontractors must submit the following: • General Liability Insurance Policy Declarations Page and Rating Page • Excess Liability Insurance Policy Declarations Page and Rating Page INSURANCE CHARGE CALCULATIONS when Insurance Costs included in bid/contract: Subcontractor's first payment will be reduced by the estimated cost of their General and Excess liability coverages as determined by Arthur J. Gallagher via an insurance charge as a cost of the work. Your Rate and Declarations pages will be required from your General Liability and Excess Liability Policies. An insurance charge calculation will be made at the time of enrollment based on estimated payroll or contract value. When your work is complete, a final adjustment will be made based on your final payroll or contract value. RATES: The rates used in a Subcontractor's insurance charge calculations will be the rates in effect at the time of their bid and verified with the insurance policy rate and declarations pages. The rates used in the Subcontractor's charge calculations will not be adjusted upwards or downwards as their insurance renews during the course of their contract unless their bid/contract value adjusts accordingly. If your current insurance program contains a deductible or SIR, you will need to include a deductible premium as it applies to the payroll or revenue on this project. If your umbrella/excess coverage is flat rated (non-auditable premium), we will use 10% of your General Liability rate to calculate your insurance cost for this coverage NON-COMPLIANCE: Failure to supply all requested insurance documents within 5 days from the date of the email request to provide this information, will result in a flat 2% charge against your entire contract amount. Any revisions to an estimated initial calculation will be made at the time of final calculation. If no documents are received by the time final calculation is made and after 5 days of the email request for the final information, the 2% charge against contract value will be calculated and considered final with no revisions made afterwards. LOWER TIERS: It is your responsibility to ensure your lower-tiers are in compliance with the requirements of the manual. Your lower-tier subcontractors must also enroll on-line and submit their requested information when notice is provided to them. If you hire any lower tier subcontractors, their insurance costs will be deducted from your subcontract and it is your responsibility to pass along the costs to them. 8 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton Appendix / 43 SAMPLE CCIP POLICY ACCIDENT REPORTING FOR GENERAL LIABILITY CLAIMS 1. If an injury is involved, the Subcontractor's superintendent must immediately arrange for first aid or other required medical treatment for the injured party. 2. All Incidents, regardless of severity, shall be reported immediately to the Job Site Contact and On-site Safety Coordinator and reported to Swinerton Risk Management. 3. The Subcontractor's superintendent must complete a General Liability Loss Notice for each accident and file with the Swinerton Job Site Office. 4. Swinerton team will immediately forward to Swinerton Risk Management for handling. 5. Any Court Summons, legal documents or other correspondence must be immediately referred to Swinerton Risk Management Department and Swinerton Legal Department by registered mail. Additional questions concerning suit papers should be referred to Swinerton Risk Management Department. 9 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton Appendix / 44 SAMPLE CCIP POLICY SWINERTON Project Name SUBCONTRACTOR INCIDENT REPORT FORM Today's Date: Incident Type: Injury to Third Party ❑ Property Damage Subcontractor Claim Contact Name: Title: Phone: E-Mail: Incident Narrative: Date of Incident: Time of Incident: Photos Available? YES ❑ NO ❑ Photos Retained By: Title: Phone: E-Mail: Police Report Taken? YES ❑ NO Officer's Name: Badge Number: Police Report Number: Jurisdiction: Names of Potentially Involved Subcontractors: Were there Witnesses? Witness#1: Phone: E-Mail: Witness#2: Phone: E-Mail: Witness#3: Phone: E-Mail: Injured Person: Address: Phone: Nature of Injury: Owner of Damaged Property: Address: Phone: Description of Damaged Property: Signature of Person Completing Form: Company: 10 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton Appendix / 45 SAMPLE CCIP POLICY Definitions For Purposes Of This Manual General Contractor: Swinerton Builders Project: Site: The areas designated in writing by Swinerton Builders in a contract document for performance of the Work and such additional areas as may be designated in writing by Swinerton Builders for Contractor's use in performance of the Work. The Project Site shall also include (1)field offices, (2) property used for bonded storage of material for the Project approved by Swinerton Builders, (3)staging areas dedicated to the Project. Items 1 through 3 must be approved by the Program Insurer and listed in the Program Policy Off-Site Exposures: Offices, shops, warehouses, factories, or similar locations away from the designated project site that have not been approved by the Program Insurer and listed on the Program Policy ARE NOT COVERED. Contract: The agreement between Swinerton Builders and the Subcontractor. The terms"Contract"and "Agreement" are used interchangeably. Subcontractor of Any Tier: The person, firm or corporation with whom Swinerton has entered into Agreement to perform the Work. Or the Person or entity who has a contract with a Swinerton Subcontractor to perform any of the Work at the Site. Work: Operations, as fully described in the Contract, performed at or emanating directly from the Project Name Insured: Subcontractors of any tier which have an executed subcontract agreement and which have received written confirmation of coverage by Arthur J. Gallagher. The following are not insureds under this Program -Vendors, suppliers, material dealers, off-site fabricators and others who merely transport, pick up, deliver or carry materials, personnel, parts or equipment or any other items or persons to or from the Project Site, et al. 11 City of Tigard Police and Public Works Facility-General Contractor CM/GC Swinerton Appendix / 46 SAMPLE CCIP POLICY Personnel Directory PROJECT MANAGER: JOHN CIEPIELA jciepiela@swinerton.com PROJECT COORDINATOR: KRISTINA ROCHE kroche@swinerton.com SAFETY DIRECTOR: Greg Tate Swinerton Incorporated 2001 Clayton Road, 6th Floor Concord, CA 94520 (415) 940-3364 RISK MANAGEMENT: Michelle Luster Swinerton Incorporated 2001 Clayton Road, 6th Floor Concord, CA 94520 (925)602-6417 Insurance Broker&Contact ENROLLMENT/ADMINISTRATION: Clare Nyhan Arthur J. Gallagher Risk Management Services, LLC 595 Market Street, Suite 2100 San Francisco, CA 94105 (415)536-8427 direct line (877) 972-7871 toll free (415) 391-1916 fax Clare nyhan anaiq.com GENERAL LIABILITY CLAIMS: Gina Santopolo Swinerton Incorporated gina.santopolo@swinerton.com (925)349-2324 Jan Gladfelter Arthur J. Gallagher Risk Management Services, LLC (415) 536-4021 jan ,c.Lladfelter@ajg.com GALLAGHER CLAIMS CENTER: GGB.NRCCIaimsCenter@ajq.com 12 City of Tigard Police and Public Works Facility-General Contractor CM/GC - SWI L t TON 1 " i)!1111111r.,\.„ , . Th I ' , 1 MIMEO! ..o ;..:,.. A1 • - ,. • _____ — lk At 11111 . ,:. . It ,., .. * , . • •-•,, • I 4"^•• '. • , • • , • . OLICE \ . . , r, / . ' -.-:,-,-, ,- ..;,,..:::i •-•.''';.161:•::1 - . ill .., l• .. 1 .4)t';'• .?., :Ii.,: •.•.......—., .. ... . . " 1 s. ' NI t . * r . - I III° .— — OPP ,. . ___._., ,....• 1011190h Air 0 . •. _ 1111 opr lip" ...., ,Or,, -•:. h... 411:1 _ . Main Point of Contact Andy Dykeman ..._ _ PROJECT EXECUTIVE 503.209.2035 andrew.dykeman@swinerton.com