Addendum F-Narrative.pdf

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ADDENDUM F

ISSUE DATE: 12/4/2025

RE: Lasata Senior Living Campus – CBRF & RCAC W76N677 Wauwatosa Road Cedarburg, WI 53012

FROM: Dimension IV – Madison, LLC 6515 Grand Teton Plaza, Suite 120 Madison, Wisconsin 53719

(P) 608.829.4444

(F) 608.829.4445

TO: Prospective Bidders

This addendum forms a part of the Contract Documents and modifies the original Contract Documents dated 5/9/2025, Addendum A dated 6/30/2025. Addendum B dated 7/16/2025, Addendum C dated 8/5/2025, Addendum D dated 8/8/2025, Addendum E dated 8/14/2025. Acknowledge receipt of this Addendum by inserting the number and issue date of this addendum in the blank space provided on the Bid Form.

This Addendum consists of two (2) typed pages of narrative and twenty-one (21) typed pages of project manual as well as two (2) pages of revised milestone schedule.

CHANGES TO PROJECT MANUAL:

1. Section 00 1000 0 Construction Manager Bid Submission Documents

a. Revised Instruction to Bidders

i. Item III, Bid Form

1. On Work Schedule acknowledgement, revised "Notice to

Proceed or written Note of Intent to Award Contract(s) is issued on or before December 12, 2025".

ii. Item IV, Summary of Work,

1. A. Description of Contracts, on CONTRACT #15 – FOOD

AND SERVICE EQUIPMENT revised detailed scope of work.

iii. Item IV, Summary of Work, B. Description of Contracts

1. B. Milestone Schedule, attached a revised Milestone

Schedule

RFI QUESTIONS / CLARIFICATIONS:

Design team responses in red.

1. In the specbook the only Division 11 specification included is 11 3100 –

Residential Appliances, which does not cover the commercial kitchen or dietary equipment listed in the Foodservice drawings.

Response: There is a separate spec section 11 4000 – for the Food Service Equipment. It was added as part of Addendum C.

2. Can you provide existing kitchen demo plans showing the existing equipment that is to be reused?

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Response: Refer to sheet A5.4, the equipment schedule list shown in sheet FS400 listed there the equipment to be reused

3. Will onsite storage be made available to store the existing equipment or will we need to account for removing and storing it offsite

Response: Existing food service equipment will be temporarily relocated to a vacant unit to allow uninterrupted kitchen operations during construction of the new kitchen.

4. The project schedule is dated 7/16/2025. Is there an updated version with current dates? If not, can you provide an estimate of when the foodservice equipment will need to be installed?

Response: Yes, refer to the revise Instruction to Bidders in this addendum.

ATTACHMENTS:

Project Manual Section 01 1000 (All @ 8.5x11 sheet size), revised project schedule (All @ 11x17 sheet size)

END OF ADDENDUM

Dimension IV – Madison, LLC 6515 Grand Teton Plaza, Suite 120 Madison, Wisconsin 53719

Lasata Senior Living Campus – New CBRF

Cedarburg, Ozaukee County, WI

RFB NUMBER: #LAS2025-01 1

00 10 00 CONSTRUCTION MANAGER BID SUBMISSION DOCUMENTS

SECTION INCLUDES:

I. Bid Advertisement

A. Request for Bids

II. Instruction to Bidders

A. Project Timeline

B. Pre-Bid Meeting

C. Bid Submission

D. Bid Opening

E. Insurance Requirements

F. General RFB Information

G. Bid Enclosures/Requirements

H. Offer Acceptance/Rejection

I. Form of Agreement between Owner & Contractor

III. Bid Form

A. Bid Form

B. Addenda Acknowledgement

C. Statement of Acknowledgement

IV. Summary of Work

A. Description of Contracts

B. Milestone Schedule

RFB NUMBER: #LAS2025-01 2

I. BID ADVERTISEMENT

A. REQUEST FOR BIDS

Ozaukee County requests sealed bids from qualified firms for the construction of a Community Based

Residential Facility (CBRF) at the County-Owned Lasata Senior Living Campus in Cedarburg, WI.

Project Name: Lasata Senior Living Campus – New CBRF

Job Address: W76N677 Wauwatosa Rd, Cedarburg, WI, 53012

RFB Number: #LAS2025-01

Bids must be submitted to the Ozaukee County County Administrator’s Office, 121 W Main Street, Port Washington, WI, no later than 2:00pm CST on Tuesday, December 9, 2025. Bids must be submitted in a sealed envelope clearly marked “Lasata Senior Living Campus – New CBRF”. No faxed or emailed bids will be accepted and there is not an option to submit bids online.

Contract packages include the following:

05 ROOFING / SIDING – SIDING AWARDED

06 STEEL STUDS & DRYWALL ASSEMBLIES / INSULATION

10 FIRE PROTECTION SYSTEMS

15 FOOD AND SERVICE EQUIPMENT

Bids shall be prepared in accordance with contract documents and associated plans prepared by the architect, Dimension Madison Design Group dated 05/09/2025. The contact is Carl Miller, Email:

cmiller@dimensionivmadison.com, Phone: 608-829-4457. Bids shall be made on the forms furnished by the Construction Manager, Catalyst Construction, as included with the project manual. The Catalyst

Construction contact is Ryan Raskin, Email: rraskin@catalystbuilds.com, Phone: 414-207-0489.

Bid security shall be by a qualified surety in the form of a bid bond or certified check in the amount of five percent (5%) of the bid amount, and shall be submitted with the bid. Accepted Bidder will also be required, as a condition precedent to award of contract, to furnish in the amount of 100% of the contract price, satisfactory Performance Bond and Certificate of Insurance.

Request for bid packets will be available starting November 20, 2025, at the following locations:

• Ozaukee County website at https://www.ozaukeecounty.gov/Bids.aspx

• iSqFt at: www.isqft.com mailto:cmiller@dimensionivmadison.com mailto:rraskin@catalystbuilds.com https://www.ozaukeecounty.gov/Bids.aspx http://www.isqft.com/

RFB NUMBER: #LAS2025-01 3

II. INSTRUCTION TO BIDDERS

A. PROJECT TIMELINE

Task Date

RFB Issued Thursday November 20, 2025

Pre-Bid Site Visit - Optional N/A N/A

Bid Submission Deadline & Public Opening Tuesday December 9, 2025 @ 2:00 PM

Review & Recommendation December 2025

Board Approval December 2025

Construction Start & Completion See Milestone Schedule

B. PRE-BID MEETING

The are two opportunities to visit the project site prior to bid submission. Site visits are scheduled for

Thursday, July 31, 2025 @ 2:00pm CST at W76N677 Wauwatosa Rd, Cedarburg, WI, 53012. This is an opportunity to see the project site, the site conditions, and to take measurements for this project. Site visits are optional, these are NOT mandatory.

C. BID SUBMISSION

Bid Submittal Procedure

A. After bid form is completed, place the bid form & original bid guarantee in an opaque envelope.

B. Address the envelope to: Ozaukee County

County Administration Office

Attn: Lasata CBRF Construction Management

PO Box 994

121 W Main Street

Port Washington, WI

C. Bidders shall affix their name and address to the front lower left-hand corner of the envelope along with the portion of work for which the bid is being submitted. List the Project Name “Lasata

Senior Living Campus – New CBRF” and the specific contract number on the envelope.

D. Bid envelops which are mail shall be enclosed in a separate mailing envelope with the words, “Sealed Bid Enclosed” written on the outside.

Bid Closing

Bids must be submitted to the Ozaukee County Administration Office, 121 W Main Street, Port

Washington, WI, no later than 2:00pm CST on Tuesday, December 9, 2025. No faxed or emailed bids will be accepted and there is not option to submit bids online.

RFB NUMBER: #LAS2025-01 4

D. BID OPENING

The Bid Opening will take place on Tuesday, December 9, 2025 at 2:00pm CST, at the Ozaukee County

Administration Office, 121 W Main Street, Port Washington, WI.

Ozaukee County reserves the right to request any additional information that it deems necessary during the evaluation process.

E. INSURANCE REQUIREMENTS

Minimum Scope and Limits

A. Architects, Engineers, Other professionals – Errors & Omissions (Professional Liability) coverage, with a minimum limit of $1,000,000 per claim, $2,000,000 annual aggregate. This insurance is to be maintained for at least two years after completion of the project. If the firm/contractor changes insurance carriers and this policy is provided on a “claims made” basis, the firm/contractor will secure the appropriate coverage extension to provide coverage to the project for a period of at least two years following the completion of the project.

B. Commercial General Liability coverage with limits of no less than the following:

1. General aggregate limit per project $2,000,000

(Other than Products-Completed Operations)

2. Products-Completed Operations Aggregate per project $1,000,000

3. Personal and Advertising Injury Limit $1,000,000

4. Each Occurrence Limit $1,000,000

5. Fire Damage Limit-any one Fire $ 50,000

6. Medical Expense Limit-any one Person $ 10,000

C. Automobile Liability coverage with minimum limits of $1,000,000 combined single limit per accident for bodily injury and property damage, provided on a Symbol 1- Any Auto basis.

D. Worker’s Compensation and Employers Liability Insurance with sufficient limits to meet underlying Umbrella Liability Insurance requirements.

E. Umbrella Liability providing coverage at least as broad as the underlying General Liability, Automobile Liability and Employers Liability coverages, with a minimum limit of $2,000,000 each occurrence and $2,000,000 annual aggregate, and a maximum self-retention of $10,000.

Other Requirements

A. Acceptability of Insurers. Insurance is to be placed with insurers who have a Best’s Insurance

Reports rating of no less than A and a Financial Size Category of no less than a Class VI, authorized as an admitted insurance company in the State of Wisconsin.

B. Certificates of Insurance acceptable to Ozaukee County shall be submitted prior to commencement of the work. Certificates shall contain a provision that coverage afforded under the policies will not be cancelled until at least 30 days’ prior written notice has been given to Ozaukee County.

RFB NUMBER: #LAS2025-01 5

C. Ozaukee County, Ozaukee County’s elected and appointed officials, and Ozaukee County employees shall be named as additional insureds on all liability policies for liability arising out of project work. Please provide a copy of this endorsement with your certificate of insurance.

F. GENERAL RFB INFORMATION

A. Ozaukee County requires a high level of service from any firm/contractor who is looking to do business with the County. Quality, service and price are all critical factors that Ozaukee County considers when doing business with and in continuing business with firm/contractors. This is especially important when it comes to the requirements of this request. Dissatisfaction due to product or performance may result in Ozaukee County discontinuing service with a firm/contractor.

B. Ozaukee County is a tax-exempt municipality under Section 77.54(9a) (b), Wis. Stats.

C. Successful firm/contractor(s) shall provide a certificate of insurance, including naming Ozaukee

County, its officers, elected officials and employees as Additional Insureds, upon bid award.

D. All bids shall be binding for ninety (90) calendar days following the bid opening date unless the firm/contractor(s), upon the request of the County, agrees to an extension.

E. Payment for services will be made to successful firm/contractor(s) contingent upon County’s acceptance and approval of all work done and/or products provided, or services rendered.

Acceptance as herein means acceptance by the County of all work performed or products provided and services rendered, after the department’s authorized agent has found it to be in compliance with the specification requirement. Fuel surcharges or surcharges of any kind will not be allowed.

F. Firm/contractors may withdraw their bid at any time before the bid due date and time by written request for withdrawal to the Construction Manager and by presenting proper identification upon request. Faxed and emailed bids will be rejected. Late bids will not be accepted.

G. Ozaukee County’s Standard Terms and Conditions available at:

https://www.ozaukeecounty.gov/Bids.aspx are applicable to this request and are hereby made a part of it.

H. RFB packet, updates and addenda are available on the Ozaukee County Request for

Proposals/Bids website, https://www.ozaukeecounty.gov/Bids.aspx, and iSqFt at www.isqft.com. It is the firm/contractor’s responsibility to view the RFB document and check the website for any updates and addenda prior to submitting a bid for this request. Failure to do so in no way obliges the County to issue an addendum or other information concerning this request to the firm/contractor.

I. No reimbursement will be made by the County for any cost incurred in preparing responses to this solicitation, or for cost incurred before a formal notice to proceed is issued if a contract is awarded.

RFB NUMBER: #LAS2025-01 6

J. Ozaukee County shall be the owners of any, and all the reports, plans, specifications and documents resulting from this RFB and firm/contractor shall provide both digital and hard copies of all reports, plans and documents as indicated in this RFB to Owner in a format usable to the

County. Awarded firm/contractor(s) shall also waive any rights to copyright protection so Owner may reproduce, distribute and use all reports, plans, specifications and documents as it so chooses.

K. Any bid/response and any, and all supporting materials submitted in conjunction with this request may become a public record, subject to public inspection.

L. Firm/contractors responding to this request shall include with the bid a proposed contract covering all the terms, conditions and specifications for the performance of all work for this request. The proposed contract shall incorporate at a minimum the County’s terms and conditions and the contract requirements contained herein.

M. Bidders shall list any consultants or subcontractors that may be used to complete this project.

N. All questions resulting in further clarification or modification to this (RFB) document will be handled by written addenda. Questions shall be directed to the Construction Manager, Ryan

Raskin, Catalyst Construction via email to rraskin@catalystbuilds.com.

1. Questions must be asked at least five (5) business days prior to the bid due date. Questions received after this time may not be answered.

2. Any changes as a result of issues raised will be made by written addenda and posted on the

Ozaukee County website at https://www.ozaukeecounty.gov/Bids.aspx, and may also be obtained on iSqFt at www.isqft.com.

3. It is the firm/contractor’s responsibility to check the website for addenda prior to submitting your bid. Oral and other interpretations or clarifications will be without legal effect.

4. Only questions answered by formal written addenda will be binding. Oral and other interpretations or clarifications will be without legal effect.

O. Ozaukee County assumes no responsibility or liability for any error or omission in any part of this

RFB or resulting design. Prior to the deadline for questions, a firm/contractor shall notify Ozaukee

County of any error for any error or omission in any part of this RFB or resulting design. Prior to the deadline for questions, a firm/contractor shall notify Ozaukee County of any error, omission, inconsistency or other factor which requires clarification that is discovered while reviewing the documents or preparing a bid. Such notification shall be made in writing to the Construction

Manager.

P. Confidentiality and Security – This document or any portion thereof may not be used for any purpose other than the submission of bids. The successful firm/contractor must agree to maintain security standards consistent with the confidentiality and security policies of Ozaukee County and any applicable state or federal laws or regulations. These include strict control of access to secure areas, sensitive data and maintaining confidentiality of information gained while carrying out their contractual obligations. The successful firm/contractor will be required to ensure that all firm/contractor’s personnel providing services to the County which require access to secure and confidential Ozaukee County information or facilities meet the criteria for personal security clearance prescribed by Ozaukee County. Ozaukee County reserves the right to deny access to any mailto:rraskin@catalystbuilds.com

RFB NUMBER: #LAS2025-01 7

individual that is not fully compliant with security criteria without disruption to timeline or adjustment to project cost.

Q. Ozaukee County reserves the right to require background checks for any employee or subcontractor employee involved in this project from the awarded firm/contractor(s).

R. Unpublished information pertaining to Ozaukee County, or its employees obtained by the firm/contractor as a result of participation in this RFB or resulting contract is confidential and must not be disclosed without written authorization from Ozaukee County Corporation Counsel or pursuant to a court order.

S. INDEMNIFICATION Ozaukee County requires any contract or agreement to contain an indemnification clause in which firm/contractor holds harmless Ozaukee County, its officers, elected officials and employees harmless from and against any and all claims arising from contracts between the firm/contractor and third parties made to effectuate the purposes of this

RFB. Ozaukee County will not agree to mutual indemnification or to indemnify firm.

T. NON-COLLUSIVE STATEMENT Each firm/contractor, by submitting a response, certifies that it is not a party to any collusive action with Ozaukee County personnel and/or firm/contractors. Each firm/contractor also certifies that it is not a party to any collusive action with any other party submitting a bid in response to this solicitation.

U. Ozaukee County reserves the right to reject any or all bids or parts thereof, to waive any technicality in any bid and accept any bid deemed to be the most advantageous to the County. It is possible that multiple awards may be made through this RFB process.

V. This request and possible resulting contract shall be interpreted under the laws of the State of

Wisconsin. Any disputes or claims that arise under this contract shall be litigated in the Circuit

Court of Ozaukee County, WI.

1. Bidder shall provide a certificate of insurance upon award. Proof of insurance is required when award is made.

2. Final payment will be made to successful Bidder, contingent upon Owners’ acceptance and approval of all work done and/or products provided or services rendered. Acceptance herein means acceptance by Ozaukee County of all work performed or products provided and services rendered, after the County’s authorized agent has found it to be in compliance with the specification requirement.

3. No reimbursement will be made by Ozaukee County for any cost incurred in preparing responses to this solicitation, or for cost incurred before a formal notice to proceed is issued, if a contract is awarded.

RFB NUMBER: #LAS2025-01 8

G. BID ENCLOSURES/REQUIREMENTS

Bid Security

A. A Bid Bond/Performance Bond must be submitted with your bid. Bid security should be made payable to Ozaukee County. The bid bond must be in the form of Cashier’s Check or Certified

Check in the amount of five percent (5%) of the total bid amount. Cashier’s Check or Certified

Check will be returned within 45 days of the bid opening after the project is awarded. All projects estimated to cost over $50,000 will require a 100% Performance and Payment Bond to be obtained by the selected contractor and provided to Ozaukee County prior to commencement of work.

B. The bid security of the successful Bidder will be retained until such Bidder has executed the agreement and furnished the required Performance and Payment Bonds. If the successful Bidder fails to complete the above, within 10 days of the notice of award, the Owner may annul the

Notice of Award and the bid security will be forfeited to the Owner as liquidated damages as per

WI State Statutes 59.52 (29) and 66.0901. The Owner reserves the right to retain the bid security of the next lowest Bidder until the lowest Bidder enters into contract or 60 days, whichever is shorter. All other bid securities will be returned within seven days of the bid opening upon request.

Liquidated Damages

A. No provisions for liquidated damages are to be included.

Proposal

A. Bids must be manually signed on the forms provided to be considered. Standard terms and conditions are included with this request and are hereby made a part of it.

B. Bids must be completed in ink or by typed format. The bid price of each item on the form must be stated in words and numerals in the spaces provided; in case of a conflict, words will take precedence.

C. Bids by corporation must be executed in the corporate name by the president or a vice-president

(or other corporate officer, accompanied by evidence of authority to sign) and the corporate seal must be affixed and attested to, by the secretary or an assistant secretary. The corporate address and state of incorporation shall be shown below the signature.

D. Bids by partnership must be executed in the partnership name and signed by a partner, whose title must appear under the signature and the official address of the partnership must be shown below the signature.

E. All addenda received shall be acknowledged in the spaces provided for in the Bid Form. Failure to acknowledge addenda may result in rejection of bid.

F. The address, to which communications regarding the bid are to be directed, must be shown.

G. Withdrawal and Modification of Bids

RFB NUMBER: #LAS2025-01 9

1. Bids may be withdrawn by a signed and notarized notice delivered to the Ozaukee County

Clerk’s Office and presenting proper identification upon request prior to the time of opening. Partial bid withdrawal is not acceptable and once the bid is withdrawn it may not be resubmitted. Faxed and emailed bids will be rejected. Late bids will also be rejected, remain unopened, and returned to sender.

2. No bid can be withdrawn, changed or amended after the published time of receipt of bids.

Special Legal Requirements

A. Owner is exempt from payment of sales and compensating use taxes of the State of Wisconsin and of cities and counties thereof on all materials to be incorporated into the “Work”.

1. Owner will furnish the required certificates of tax exemption to the contractor for use in the purchase of supplies and materials to be incorporated into the “Work”.

2. Owner’s exemption does not apply to construction tools, machinery, equipment, or other property purchased by or leased by contractor, or to supplies or materials not incorporated into the “Work”.

B. The Bidder shall provide the Construction Manager with all information necessary in order to place direct purchase orders within 5 days of contract award. Bidder shall coordinate deliveries of all orders to include Owner direct orders. The Bidder shall maintain responsibility for receiving, unloading, inspecting, verifying correct items and quantities were received, accepting, securing, protecting, storing and installing all materials and/or equipment for this work, to include Owner direct purchases.

H. OFFER ACCEPTANCE / REJECTION

Opening of Bids

A. When bids are opening, publicly, they will be read aloud, a tabulation of the amounts of the base bids and major alternates (if any) will be made available after the opening of bids.

B. All bids shall be binding for sixty (60) days following the bid opening date unless the Bidder(s), upon request of Ozaukee County, agrees to an extension.

Award of Contract

A. Awards will be based on the base bid as indicated on Bid Form, plus the sum of all accepted alternates.

B. Owner reserves the right to reject any and all bids, to waive any and all informalities and to negotiate contract terms with the successful Bidder; and the right to disregard all non-conforming, non-responsive or conditional bids. Discrepancies between words and figures will be resolved in favor of words. Discrepancies between the indicated use of any column of figures and the correct sum, thereof, will be resolved in favor of the correct sum.

C. It is the intent of the Owner to award contracts to the lowest responsible Bidders, provided the bids have been submitted in accordance with the requirements of the bidding documents and do not exceed the funds available. The Owner shall have the right to waive informalities or irregularities

RFB NUMBER: #LAS2025-01 10

in a bid received, and/or reject any or all, or accept any bid which, in the Owner’s judgment, is in the Owner’s best interests.

D. Owner may conduct investigations as deemed necessary, to assist in the evaluation of any bid and to establish the responsibility, qualifications, and financial ability of the Bidders, proposed subcontractors and other persons and organizations to do the work, in accordance with the contract documents to Owner’s satisfaction within the prescribed time. Owner reserves the right to reject the bid of any Bidder who does not pass any such evaluation.

Performance and Other Bonds

Performance and payment bonds will be required for this project for 100% of the contract amount. The general conditions and the supplementary conditions set forth the Owner’s requirements as to performance and other bonds. When the successful Bidder delivers the executed agreement to the Owner, it shall be accompanied by the required contract security. An executed agreement and contract security must be in place prior to beginning work on site.

Signing of Agreement

The Owner will deliver signed agreements to the successful Bidder. The Bidder shall sign and deliver the agreement to the Owner with all other required contract requirements attached within ten days thereafter.

I. FORM OF AGREEMENT BETWEEN OWNER & CONTRACTOR

The contract documents consist of the: Agreement between the Owner and Contractor (AIA 132CMa-

2019); Conditions of the Contract (General, Supplementary and other Conditions) (A232 CMa-2019);

Drawings; Specifications and all Addenda issued prior to execution of the Contract.

RFB NUMBER: #LAS2025-01 11

III. BID FORM

A. BID FORM

General Directions to Bidders

A. All bids must be submitted on this bid form without modification.

B. Project is NOT subject to prevailing wage rates.

C. Project and Ozaukee County are tax EXEMPT.

D. Base bid plus all alternate bids must be included on the bid form.

E. Bidders shall not add any qualifying statements, conditions or escalator clauses to the bid form, or their proposal may be declared irregular.

F. Bidders shall examine the provisions of Division 1 thoroughly to ensure compliance with all bidding requirements.

G. Bidders shall ensure that all items in the bid forms such as work schedule, Bidder’s Official Title, Signature and Affidavit are properly executed.

H. The requested bid guarantee (bid bond or certified check) must be submitted with the proposal form. Said bid guarantee shall be in an amount of five percent (5%) of the base bid amount. If bid security is missing, it will be rejected.

I. Bids not conforming to the above directions may be declared irregular and may be disqualified at the discretion of the Owner.

J. No faxed/emailed bids will be accepted.

K. Attach a list of sub-bidders/subcontractors and material suppliers with associated bid amounts.

L. Bid bonds, certified checks or bank drafts of unsuccessful Bidders will be held until successful

Bidders enter a contract or 60 days, whichever is shorter.

M. Bidders are responsible for visiting the site to get fully acquainted with conditions, as they exist so that Bidders fully understand the facilities, difficulties, and possible restrictions related to the execution of the work under contract. Bidders, upon request, may be provided with the opportunity to conduct all testing, at its sole expense, such that it is fully able to perform the work outlined in the bid pricing to be submitted.

RFB NUMBER: #LAS2025-01 12

BID FORM

Lasata Senior Living Campus – New CBRF

Cedarburg, WI

RFB NUMBER: #LAS2025-01

We, the undersigned, propose the construction of a Community Based Residential Facility (CBRF) at the

County-Owned Lasata Senior Living Campus in Cedarburg, WI, in accordance with the RFB #LAS2025-

01 and specifications hereto at the prices identified for the Primary Bid below.

CONSTRACTOR NAME:

CONTRACT PACKAGE:

(Fill in Contract Number and Description per Scope Listed Below)

Note: if bidding on multiple Contracts, use one bid form and envelope per

Contract Bid. A separate Bid Bond is needed for each Contract Bid.

BASE BID AMOUNT: State the amount to provide all labor and materials to furnish and install the work described herein, not includes sales tax on materials. The lump sum cost includes any allowances, material and equipment provided by the Bidders and includes the cost of a Performance & Payment Bond.

BASE BID AMOUNT: Dollars

(Fill in Amount in Words)

BASE BID AMOUNT: $

(Fill in Amount in Figures)

Work Schedule

A. Successful Bidders shall begin construction of the work as indicated below. All time limits listed shall be binding.

B. If a written Notice to Proceed or written Note of Intent to Award Contract(s) is issued on or before

December 12, 2025, can you complete all work included in your bid by the dates shown on the

Work Sequence / Milestone schedule, herein:

☐ YES ☐ NO

If NO, state additional calendar days required: days

RFB NUMBER: #LAS2025-01 13

Lasata Senior Living Campus – New CBRF

Cedarburg, WI

RFB NUMBER: #LAS2025-01

ALTERNATE BIDS: State the addition or deduction from the base bid for each for the following alternatives. If the alternate bid is not applicable to the contract quoted, enter “NA”. If the alternate is applicable to the base contract quoted, but has no effect on the price, enter “No Change”.

Alternate #1:

ADD / DEDUCT: Dollars

(Repeat in Figures) $

Alternate #2:

Alternate #3:

Alternate #4:

Alternate #5:

RFB NUMBER: #LAS2025-01 14

Lasata Senior Living Campus – New CBRF

UNIT PRICES: State the Unit Price requested which will be used in determining additions or deductions from the base bid for each of the following:

Unit Price #1:

Unit Price #1 - $ per (unit)

Unit Price #2:

Unit Price #2 - $ per (unit)

Unit Price #3:

Unit Price #3 - $ per (unit)

RFB NUMBER: #LAS2025-01 15

B. ADDENDA ACKNOWLEDGEMENT

Lasata Senior Living Campus – New CBRF

CONSTRACTOR NAME:

CONTRACT PACKAGE:

(Fill in Contract Number and Description per Scope Listed Below)

I/we hereby acknowledge receipt of the following addenda(s):

Addendum No. Dated:

I/we further certify that no agreement has been entered into to prevent completion for said work and that

I/we carefully examined the plans, specifications, form of contact and all other contract documents.

I/we further agree to enter into the contract, as provided in the contract documents, under all the terms, conditions and requirements of those documents.

If no addenda were issues, the Bidder shall so indicate and sign this document.

(Bidder)

(Representative Signature)

RFB NUMBER: #LAS2025-01 16

C. STATEMENT OF ACKNOWLGEMENT

Lasata Senior Living Campus – New CBRF

Cedarburg, WI

Complete this page and include it with your sealed response to the request.

I have read this Request for Bid (RFB), all the attachments, addenda (if any) and exhibits issued for this project and understand the contents and requirements.

Binding Signatures

The undersigned firm/contractor, submitting their bid, hereby declares and agrees to be bound, and to perform the work in accordance with all the terms, conditions and requirements of this Request for Bid, the within and foregoing bid, the contract, the applicable specifications, special provisions, and the schedule of prices as hereby submitted and made part of their bid submission.

Company:

Address:

Original Signature:

Name (Print/Type):

Title: Date:

Phone Number: Fax Number:

Email:

RFB NUMBER: #LAS2025-01 17

IV. SUMMARY OF WORK

Contract Package No. & Contract Package Name

05 ROOFING

06 STEEL STUDS & DRYWALL ASSEMBLIES / INSULATION

10 FIRE PROTECTION SYSTEMS

A. DESCRIPTIONS OF CONTRACTS

Contract Package Clarifications

• Parking in assigned areas will be provided by CM.

• CM will provide temporary facilities.

• CM will provide temporary partitions required for each phase.

• CM will provide dumpsters for construction debris.

• CM will provide general building permit.

• Mechanical shutdowns to be coordinated with CM.

• All off-hour work to be coordinated with CM.

CONTRACT #5 – ROOFING

• Divisions: Division 0, Division 1, 073113: Asphalt Shingles; 074600: Thermoplastic Polyolefin

(TPO) Roofing; 076200: Sheet Metal Flashing and Trim; 077200: Roof Accessories; 078413:

Penetration Firestopping; 079200: Joint Sealants

• Work Included but Not Limited To:

o Install asphalt shingle roofing system including:

o Ice and water shield, underlayment, flashing, and ridge vent.

o Install low-slope membrane roofing at designated flat areas, including scuppers and drains.

o Provide soffits, fascia, gutters, downspouts, and associated flashings.

o Coordinate roof penetrations for mechanical and electrical systems. Supply and Install

079200 Joint Sealants for materials supplied and installed by this package only.

CONTRACT #6– STEEL STUDS & DRYWALL ASSEMBLIES / INSULATION

• Divisions: Division 0, Division 1, 078413: Penetration Firestopping; 079200: Joint Sealants;

092216: Non-Structural Metal Framing; 092900: Gypsum Board

• Work Included but Not Limited To:

o Provide all labor, materials, and equipment necessary to complete the metal studs and drywall work as shown on the drawings and as required to complete the work in this section per plans and specifications.

o Metal studs and framing o Miscellaneous metal framing o Frame interior non-load-bearing partitions using metal studs with bracing.

o Install gypsum board assemblies per wall type schedules, including rated and sound-rated walls.

o Drywall install, taping and finishing o All drywall touchups and repairs

RFB NUMBER: #LAS2025-01 18

o Thermal insulation at exterior walls and roof per energy code o Acoustical insulation in unit demising walls, corridors, and mechanical chases.

o Control joints o Supply and Install 079200 Joint Sealants for materials supplied and installed by this package only.

• Not Included:

o Supply of hollow metal door frames.

CONTRACT #10 – FIRE PROTECTION SYSTEMS

210500 Common Work Results for Fire Suppression; 210523: General-Duty Valves for Water-

Based Fire-Suppression Plumbing; 210529: Hangers & Supports for tr Fire Protection Plumbing &

Equipment; 211100: Water-Based Fire-Suppression Systems; 211119: Fire Department

Connections

• Work Included but Not Limited To:

o Furnish and install all materials, equipment and accessories as required.

o All disconnects and protection of all existing sprinklers to be maintained through demolition.

o Responsible for maintaining an adequate fire protection system throughout the building during demolition and construction.

o All cutting, patching and fire stopping related to the fire protection system installation.

o All cutting and patching of floors, walls, ceilings, and roof structure and related finishes as o Required for your work o Furnish and installation of access panels associated with this bid package.

o All Drawings, Engineering and Submittals to the Authority Having Jurisdiction (AHJ) and permit fees.

o Supply and Install 079200 Joint Sealants for materials supplied and installed by this package only.

CONTRACT #15 – FOOD AND SERVICE EQUIPMENT

114000: Food Service Equipment.

• Work Included but Not Limited To:

o Provide all labor, materials, equipment, delivery, and installation required for a complete, operational food service equipment package serving the new CBRF kitchen.

o Coordinate closely with Plumbing (Contract #11), HVAC (Contract #12), Electrical

(Contract #13) for all utility rough-ins, final connections, and equipment start-up.

o Verify all final locations, clearances, and rough-in requirements with architectural floor plans and elevations All disconnects and protection of all existing sprinklers to be maintained through demolition.

o Furnish and install all Food Service Equipment included listed in the “Equipment

Schedule” o Provide complete O&M manuals, warranty documentation, and equipment schedules.

RFB NUMBER: #LAS2025-01 19

o Ensure equipment is turnkey and operational at project completion and ready for Health

Department inspection. Convection ovens, ranges, cooktops, microwaves o Supply and Install 079200 Joint Sealants for materials supplied and installed by this package only.

B. MILESTONE SCHEDULE

Attached

RFB NUMBER: #LAS2025-01 20

[INSERT SCHEDULE PDF HERE – 2 PAGES]

ID Task Mode Task Name Duration Start Finish

1 Lasata Addition and Kitchen Remodel 265 days Mon 7/7/25 Fri 7/17/26

2 Precon Schedule 1 day Mon 7/7/25 Mon 7/7/25

5 Lasata Addition 185 days Mon 10/27/25 Fri 7/17/26

6 Core and Shell 168 days Mon 10/27/25 Wed 6/24/26

7 Demo Existing Sidewalk and Parking 5 days Mon 10/27/25 Fri 10/31/25

8 Relocate Utillities 10 days Mon 11/3/25 Fri 11/14/25

9 Storm Sewer install 20 days Mon 11/3/25 Fri 11/28/25

10 Earthwork 3 days Mon 11/17/25 Wed 11/19/25

11 Footings and Foundations 10 days Tue 11/18/25 Mon 12/1/25

12 Underground MEPs 10 days Fri 11/21/25 Thu 12/4/25

13 Backfill 5 days Fri 12/5/25 Thu 12/11/25

14 Insulation and Vapor Barrier 2 days Fri 12/12/25 Mon 12/15/25

15 Slab on Grade 6 days Tue 12/16/25 Tue 12/23/25

16 First Floor Framing 20 days Fri 1/2/26 Thu 1/29/26

17 Air Barrier Install 2 days Fri 1/30/26 Mon 2/2/26

18 Roof Framing 15 days Fri 1/30/26 Thu 2/19/26

19 Masonry 15 days Fri 2/20/26 Thu 3/12/26

20 Siding 20 days Fri 2/20/26 Thu 3/19/26

21 Window Installation 10 days Fri 2/20/26 Thu 3/5/26

22 Roofing 10 days Fri 2/20/26 Thu 3/5/26

23 Rough Grading 2 days Wed 4/29/26 Thu 4/30/26

24 Fine Grading for Curbs and Sidewalks 2 days Fri 5/1/26 Mon 5/4/26

25 Curb Install and Sidewalk Pours 3 days Tue 5/5/26 Thu 5/7/26

26 Topsoil 2 days Fri 5/8/26 Mon 5/11/26

27 Landscaping 5 days Tue 5/12/26 Mon 5/18/26

28 Fine Grade for Paving 3 days Tue 5/19/26 Thu 5/21/26

29 Paving 3 days Mon 6/22/26 Wed 6/24/26

30 Interior 110 days Fri 2/13/26 Fri 7/17/26

31 MEP Rough 25 days Fri 2/13/26 Thu 3/19/26

32 Pre Insulation 5 days Fri 3/6/26 Thu 3/12/26

33 Pre Rock 5 days Fri 3/13/26 Thu 3/19/26

34 Insulate 15 days Fri 3/20/26 Thu 4/9/26

35 Drywall 15 days Fri 4/10/26 Thu 4/30/26

36 Prime / Paint 5 days Fri 5/1/26 Thu 5/7/26

37 LVP Install 10 days Fri 5/8/26 Thu 5/21/26

Demo Existing Sidewalk and Parking

Relocate Utillities

Storm Sewer install

Earthwork

Footings and Foundations

Underground MEPs

Backfill

Insulation and Vapor Barrier

Slab on Grade

First Floor Framing

Air Barrier Install

Roof Framing

Masonry

Siding

Window Installation

Roofing

Rough Grading

Fine Grading for Curbs and Sidewalks

Curb Install and Sidewalk Pours

Topsoil

Landscaping

Fine Grade for Paving

Paving

MEP Rough

Pre Insulation

Pre Rock

Insulate

Drywall

Prime / Paint

LVP Install

Sep Oct Nov Dec Jan Feb Mar Apr May Jun

4th Quarter 1st Quarter 2nd Quarter

Task

Split

Milestone

Summary

Project Summary

Inactive Task

Inactive Milestone

Inactive Summary

Manual Task

Duration-only

Manual Summary Rollup

Manual Summary

Start-only

Finish-only

External Tasks

External Milestone

Deadline

Progress

Manual Progress

Lasata Addition and Kitchen Remodel

Project: Lasata Construction Sch

Date: Wed 12/3/25

ID Task Mode Task Name Duration Start Finish

38 Finish Carpentry Cabinets and Millwork 10 days Fri 5/22/26 Fri 6/5/26

39 Countertop install 10 days Mon 6/8/26 Fri 6/19/26

40 Bath Accessories Install 5 days Fri 5/8/26 Thu 5/14/26

41 Appliances 5 days Mon 6/8/26 Fri 6/12/26

42 Carpet Install 5 days Mon 6/15/26 Fri 6/19/26

43 Final Clean 5 days Mon 6/22/26 Fri 6/26/26

44 Final Inspections 5 days Mon 6/29/26 Fri 7/3/26

45 Punchlist 10 days Mon 7/6/26 Fri 7/17/26

46 Kitchen Renovation 120 days Mon 11/17/25 Thu 5/7/26

47 Prep Unit for Temp Kitchen 30 days Mon 11/17/25 Tue 12/30/25

48 Demo 5 days Fri 1/2/26 Thu 1/8/26

49 Framing 5 days Fri 1/9/26 Thu 1/15/26

50 MEP Rough 20 days Fri 1/16/26 Thu 2/12/26

51 Insulation 3 days Fri 2/13/26 Tue 2/17/26

52 Drywall 3 days Wed 2/18/26 Fri 2/20/26

53 Paint / FRP 3 days Mon 2/23/26 Wed 2/25/26

54 Cabinets 5 days Thu 2/26/26 Wed 3/4/26

55 Countertops 3 days Thu 3/5/26 Mon 3/9/26

56 Obtain Kitchen Equipment 30 days Tue 3/10/26 Mon 4/20/26

57 Appliances 5 days Tue 3/10/26 Mon 3/16/26

58 Final Clean 3 days Tue 3/17/26 Thu 3/19/26

59 Inspections 5 days Fri 3/20/26 Thu 3/26/26

60 Renovate Temp Kitchen Unit to Addition Connection 20 days Fri 3/27/26 Thu 4/23/26

61 Punchlist 10 days Fri 4/24/26 Thu 5/7/26

Finish Carpentry Cabinets and Millwork

Countertop install

Bath Accessories Install

Appliances

Carpet Install

Final Clean

Prep Unit for Temp Kitchen

Demo

Framing

MEP Rough

Insulation

Drywall

Paint / FRP

Cabinets

Countertops

Obtain Kitchen Equipment

Appliances

Final Clean

Inspections

Renovate Temp Kitchen Unit to Addition Connection

Punchlist

Sep Oct Nov Dec Jan Feb Mar Apr May Jun

4th Quarter 1st Quarter 2nd Quarter

Task

Split

Milestone

Summary

Project Summary

Inactive Task

Inactive Milestone

Inactive Summary

Manual Task

Duration-only

Manual Summary Rollup

Manual Summary

Start-only

Finish-only

External Tasks

External Milestone

Deadline

Progress

Manual Progress

Lasata Addition and Kitchen Remodel

Project: Lasata Construction Sch

Date: Wed 12/3/25

RFB NUMBER: #LAS2025-01 21

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