SOQ_-_BPM006827_Shive-Hattery_ADOA_25-03-14.pdf

Arizona Department of Administration On-Call Architectural Services Solicitation No. BPM006827 March 14, 2025

Shive-Hattery | 2AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

4330 North Campbell Avenue, Suite 268

Shive-Hattery, Inc.

Tucson, AZ 85718

520-408-1044

KJEWMLZCP1Y7

42-0870172

T. John Price, Project Manager jprice@shive-hattery.com

520-275-9355

Not applicable

42-0870172

X

ATTACHMENT 1: OFFER AND ACCEPTANCE FORM

ADOA

Shive-Hattery | 3AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

Failure to fully address all information requested may cause the bid to be determined non-responsive.

1. Describe the firm’s and the proposed lead team member’s previous design and construction administration experience for projects similar in size and scope to this project.

Attachment 2-A: Offeror Information Questionnaire

Shive Hattery, formerly known as WSM Architects, Inc., is an award-winning architectural firm specializing in the planning and design of public and institutional facilities.

Most of our projects in Ariona are for government or public clients. We have a diverse architectural foundation within the public realm, designing for such communities as public works, military, law enforcement and public safety, fire department, maintenance, administration, education, and recreation. We understand the importance of the role our government facilities play in providing services in our communities.

Together with our consultant team, we continue to successfully support numerous on-call/as-needed contracts with the State of Arizona, Pima County, the City of Tucson, the City of Sierra Vista, the Federal Government, fire and school districts, and other agencies throughout the Southwest and Midwest. We are on the Arizona Mohave Purchasing Contract for public entities as a selected provider of architectural and engineering services. From our offices in Tucson and Phoenix, we have executed, or are currently undertaking, projects from Flagstaff to Rio Rico, Yuma to Sierra Vista, and locales beyond our state’s borders. Project types range from public works maintenance and storage facilities, 911 dispatch and operation centers, warehouses and logistics centers, and compressed natural gas fueling centers, to fire stations, crime lab and evidence storage facilities, offices and corporate headquarters, and a family health center.

We have found that the key to “on-call” contracts is the ability to respond quickly to the client’s needs and be flexible, since many of the projects may not fall into the typical building model. This requires out-of-the-box thinking and working closely with the team to provide the optimal solution. We have been providing these kinds of services for our on-call clients for the past 16 years;

for example, our firm has been on the City of Tucson’s on call contract since 2002.

Now entering our 27th year working in Arizona, with backgrounds in architecture spanning the last 40 years, we offer exceptional architects, designers, and planners, knowledgeable project managers, and an experienced technical staff. Our firm and those of the key consultants with whom we choose to team have a long and successful history of completing projects with the design complexity, multiple trades, and complex construction phasing identified in this solicitation.

We further understand that:

• The awarded contract will serve as the primary contract for future negotiated projects, assigned through separate

Task Orders that will include a more specific Scope of Service for the project, as well as a negotiated fee for the project, and a project schedule.

• The projects will pertain to new and existing buildings, some of which will be pursued in multiple phases; they are contingent upon available funding; and the anticipated start date of the proposed projects is early 2025.

• The proposed projects consist of warehouses, maintenance shops, and administration offices, for ADOA services in support of their mission to maintain roads and infrastructure throughout the state.

Shive-Hattery | 4AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

• The department will administer the contract and provide staff support through the D&C Unit, which will also offer general direction as necessary and be responsible for decisions pertaining to work under any resultant contract.

We understand our responsibilities to include:

• The review of the program and other information furnished by the Department and shall review laws, codes, and regulations applicable to the project.

• A minimum of ten years of experience in architectural design services for both new buildings and tenant improvements.

• The incorporation of engineering disciplines.

As an architectural firm dedicated to the support of public services, Shive Hattery will be able to excel at any objective proposed by ADOA under this contract.

2. Create a 3-column chart. In the first column, list the past project title, budget, and year completed (listing only past projects with similar scope and budget within the past 7 years) the firm has been the lead design professional.

In the second column of the chart, list the names of any proposed key personnel and subcontractor(s) (if any) “team member” identified for this project that performed services for the project in column one and the team member’s role for the listed project. In column 3 provide best practices and lessons learned for each project.

Project Title, Budget, and Year Completed Key Personnel and Subcontractors Best Practices and Lessons Learned Green Valley Recreation, Inc.:10-Year Strategic Master Plan, solar panel coordination for 14 sites, 24-Court Pickleball Center, various design studies and tenant improvements.

Various sizes/costs across 14 sites over 10 years | 2015-current

Kristen DiBone, DOWL, SSE, PH, EDA

Consensus building with multiple stakeholder groups; importance of capital project implementation plans; value engineering; design for constrained, occupied sites.

Highlands at Dove Mountain Restaurant Expansion

$1.5M | 2021 Kristen DiBone, SSE, PH, EDA

Consensus building with multiple stakeholder groups; bringing new life to outdated spaces; value engineering; detailed field verification.

COT Fire Station 15, 16, 7, 18 Renovations

$2.5M | 2021 John Price, DOWL, SSE, PH, EDA

Value engineering; coordinating multiple design and construction packages concurrently;

renovations on constrained sites.

Pima Co. Historic Courthouse 2nd Floor Build-Out

$500,000 | 2021 Joel Mesik, SSE, EDA and PH Consensus building with multiple stakeholder groups; design within historic setting.

ADOT Shannon Road MVD Study and Renovation Project

$3M| 2018-current Joel Mesik, DOWL, EDA, KWA, SSE Coordination of design with the expectation of not hindering current operations for the MVD

Pima Co. Main Jail Pre-Security Screening

$200,000 | 2021 John Price, Kristen DiBone, SSE, EDA, PH

Consensus building with multiple stakeholder groups; importance of capital project implementation plans; value engineering; design for constrained, occupied sites; design for a secure site.

GEOST Cleanroom Installation

$350,000 | 2023 John Price, BRO Reuse of existing equipment into occupied spaces need extra care to ensure successful outcome.

Golder Ranch Fire Dist. Administration Buidling Renovation

$2M | 2024 Kristen DiBone, ARC, PH, EDA Innovated to bring modern workplace concepts to a civic office setting.

Peoria Fleet Maintenance Facility

$26M | estimated 2026 John Price, DOWL, SSE, Pearson

Consensus building with multiple stakeholder groups; importance of capital project implementation plans; value engineering; design for constrained, occupied sites.

City of Tucson - Wildcat Inn Transitional Housing Study

N/A | 2023 Kristen DiBone, John Price, Ted Schmidt, SSE, EDA, PH

Adaptive re-use experience, detailed field verification using photogrammetry.

Shive-Hattery | 5AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

3. In Attachment 3-B. Provide key personnel by the name, title, and directly responsible person who will be engaged in the work. An individual may be identified for more than one project discipline, or multiple individuals named to one single discipline. Describe each Individual’s specific qualifications and experience directly related to each type of Services proposed. Focus on the proposed individual’s specific duties and responsibilities and how project experience is relevant to each type of proposed Services.

ADOT Fueling Stations - Flagstaff, Kingman, Needle Mountain, St. David

To be determined | ongoing Joel Mesik, DOWL, SSE, EDA and PH Coordinating design and construction for multiple sites concurrently.

Pima Co. - Old Tucson Studios Warehouse

$1M | 2024 John Price, SSE, EDA and PHM

Use of Pre-engineered structure in design process will affect schedule and may challenge initial savings.

Golder Ranch Fire Dist. Station No. 378

$4.5M | estimated 2025 John Price, DOWL, ARC, SSE, PH, EDA

Working within HOA development and ensuring project meet both the budget and the needs of the neighbors.

ADOT - Attribute Inventory Study: Pilot, Central Campus Space Year 1-2

N/A, Field Work and Inventory | 2020-present Kristen DiBone

Developed an innovative process to collect vast amounts of building data and document information for ADOTs space management systems; transmitting deliverables concurrently in phases; detailed field verification using photogrammetry.

Pima Joint Technical Education District at The Bridges

$19M | 2025 Joel Mesik, Norris, PHM, EDA

Use of pre-engineered structure in design process will affect schedule and may challenge initial saving.

Sahuarita Town Hall Master Plan; Police Station Expansion

$10M | Ongoing Kristen DiBone, John Price, Ted Schmidt, NOR, SSE, EDA, PH

Phased deliverables, design and construction on existing site with constraints, use of pre-engineered structure, design of specialized HVAC system for Evidence Storage.

33 N. Stone Mechanical Study

N/A, study | 2024 Kristen DiBone, Joel Mesik, KWA Consideration of multiple options for renovation of central plant for obsolete high-rise

COT Knights Inn

$2M | Ongoing John Price, BRO Adaptive re-use experience; detailed field verification.

CGI Federal Annex and Warehouse Expansion

N/A, withheld | 2023-ongoing John Price, Kristen DiBone, SSE

Consensus building with multiple stakeholder groups; design within federal physical/technical security requirements; multiple phased packages;

design and construction on existing site with constraints; detailed field verification using photogrammetry.

KEY:

Shive-Hattery | 6AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

1 Client Company/Address Contact Begin Date End Date ADOT On-Call: TRIRIGA, miscellaneous 1165 W. Jackson St., Phoenix, AZ 85007

Scott Bohning 5/1/2019 Ongoing Phone Number E-Mail Address 480-532-8871 sbohning@azdot.gov

Services Provided Similar to Those Described in Solicitation As part of the ADOT On-Call Contract we have performed architectural and engineering services for projects of various sizes and complexities. We expect we will be asked to perform similar projects under this ADOA On-Call Contract.

Some of these projects include:

• ADOT Building Asset and Plan Inventory using

TRIRIGA data management system.

• ADOT North MVD Shannon Road Study, and

Construction Documents through Construction Administration services.

ADOT Santa Cruz Warehouse Feasibility Study and Cost Estimating.

• ADOT Santa Cruz Building and Site Programming through Close-Out, and Water and Sewer Improvements.

up to 10 site locations.

• ADOT EV Charging Equipment Installation at ADOT’s Automated Motor Pool (AMP) - Design through

Construction Administration.

• ADOT Hassayampa Rest Area - Design through Construction Administration services to bring the parking, building access, and restroom building into compliance with the American’s with Disabilities Act, and provide other updates.

Firm Name Shive-Hattery, Inc. Year Established company formed 1895, incorp. 1962

4330 N. Campbell Avenue, Suite 268 Tucson, AZ 85718

Shive-Hattery, Inc.

Years’ Experience performing services similar in size and scope as required by this solicitation. 130 Years the organization has conducted business in the State of Arizona. 26

CONTRACT REPRESENTATIVES TO CONTACT

Name Title Telephone Number E-Mail Address

1 T. John Price Project Manager 520-408-1044 jprice@shive-hattery.com 2 Joel D. Mesik Project Manager 520-408-1044 jmesik@shive-hattery.com

THREE (3) PROJECTS COMPLETED BY FIRM SIMILAR IN SIZE AND SCOPE/REFERENCES

ATTACHMENT 2-B: EXPERIENCE AND ORGANIZATIONAL PROFILE

Failure to fully address all information requested may cause the bid to be determined non-responsive.

Shive-Hattery | 7AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

2 Client Company/Address Contact Begin Date End Date COT On-Call Miscellaneous 255 W. Alameda Street, Tucson, AZ 85701

Reba Schaber 5/1/2019 Ongoing Phone Number E-Mail Address 520-837-6321 reba.schaber@tucsonaz.gov

Services Provided Similar to Those Described in Solicitation We have been under contract on an On-Call contract with the City of Tucson for approximately 20 years. In that time we have performed architectural and engineering services for projects of various sizes and complexities. We expect we will be asked to perform similar projects under this ADOA On-Call Contract.

These City of Tucson projects included:

Preparing Master Plan, programming, needs assessment and feasibility studies;

designing and implementing tenant improvements, repairs and renovations;

and executing upgrades to bring facilities in line with the requirements of the Americans with Disabilities Act for City Hall, numerous fire stations, and other municipal buildings.

Notably, we led (or are currently leading) the A/E Team for SunTran CNG Installation - design and construction; the 911 Call Center expansion, consolidation, and renovation; Tucson Police Department Eastside Annex - feasibility study through design and construction administration; Tucson Police Department Evidentiary Vehicle Storage Facility - design and construction of a new storage yard with a PEMB; EPIC study that led to us leading the project.

ATTACHMENT 2-B: EXPERIENCE AND ORGANIZATIONAL PROFILE

Failure to fully address all information requested may cause the bid to be determined non-responsive.

Shive-Hattery | 8AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

3 Client Company/Address Contact Begin Date End Date Pima Community College On-Call 4905 E. Broadway Blvd., Tucson, AZ 85709-1010

Josh Moe 2021 Ongoing Phone Number E-Mail Address 520-206-2661 jmoe@pima.edu

Services Provided Similar to Those Described in Solicitation Since 2015 we have been under contract with Pima Community College (PCC) for On-Call architectural and engineering services. In that time we have performed services for projects of various sizes and complexities. We expect we will be asked to perform similar projects under this ADOA On-Call Contract.

In 2018 we began a series of Bookstore and Food Service modifications and equipment upgrades at East Campus and Downtown Campus that included design services through construction administration. Several other campuses were in development and then put on hold by PCC.

Also on the Downtown Campus, as well as the West Campus, projects included design and construction of a large modular building. After PCC acquired a building adjacent to the Downtown Campus, we were asked to provide services for the demolition of the building and the construction of a new parking lot in its place.

Currently we are working on a project to renovate an existing classroom and lab to install aircraft simulators. We will be leading this project through construction administration.

ATTACHMENT 2-B: EXPERIENCE AND ORGANIZATIONAL PROFILE

Failure to fully address all information requested may cause the bid to be determined non-responsive.

Shive-Hattery | 9AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

Response must demonstrate your comprehension of the objectives and services of this solicitation. Do not merely duplicate the description of work described in this Request for Qualifications (RFQu). Firms shall provide responses directly below the numbered questions in this attachment.

1. Substantiate how your team can most effectively undertake the requirements and responsibilities associated with the on-call mechanical plumbing engineering services for the state of Arizona and your proposed team’s understanding of this scope of services by:

a. Providing an organizational chart clearly identifying the lines of authority.

ATTACHMENT 3-A: METHOD PROPOSAL

(Method of Approach)

DOWL

Erin O’Brien

Civil Engineer

CM ASSOC.

Mik Mikulich

Mechanical and Fire Protection Engineer & Commissioning

Provider

PEARSON

Jeffrey Ruthstrom

Design Oversight & Quality Control &

Mechanical Registrant

Jeff Mostajabi Design Oversight & Quality Control &

Electrical Registrant

KELLY

WRIGHT

Donovan Kelly Mechanical Engineer

Burton W Wright, Jr

Fire Protection & Mechanical Engineer

PH M

Eric Hein Mechanical

Engineer

RLB

Camden Nixon

Cost Consultant

Joel Brown Cost Consultant

NORRIS

Jason Kuklinski Landscape Architect & Irrigation Designer

CONFORMA

TECH

Oleg Lysyj Geotechnical

Engineer

RLF

Michael Fondren

Land Surveyor

EDA

Sarah Leska

Electrical Engineer

TURNER &

TOWNSEND

Leslie Policar

Estimating Manager

ARC

STUDIOS

Eric R Barrett Landscape Architect

SCHNEIDER

STRUCTURAL

Ron Schneider Structural Engineer

BRODERICK

Ryan Wendt

Structural Engineer

SHIVE-HATTERY

T. John Price Architect & Project Manager

Joel Mesik Architect & Project Manager

Kristen DiBone Architect/Interior Designer & Project Manager

SHIVE-HATTERY

PROJECT MANAGEMENT

SAECO

Jonathan

Alexander Geotechnical

Engineer

SUB-CONSULTANT ENGINEERING TEAM

Shive-Hattery | 10AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

ATTACHMENT 3-A: METHOD PROPOSAL

(Method of Approach)

b. Describing your current workload and availability of designated team staff (including Sub-Consultants).

Indicate the relationship of the work in this RFQ to the firm’s other current projects.

Shive-Hattery has a nation-wide market-based organization that allows staff across offices to support others in the sector, as workload demands. The Public Buildings Sector and the Commercial Sector can dedicate experienced staff members to any ADOA project under this On-Call Contract, while managing the project locally and providing a personal connection.

We, with our team of subconsultants and the additional resources available through the two market sectors, feel confident that we will be able to more than satisfy any workload requirements. We are prepared to begin work as soon as we are presented with a project request.

2. Describe how your firm determines project deliverables. Also, describe your proposed team’s general approach to managing the assigned on-call projects of various sizes and complexity.

Shive-Hattery is flexible in establishing required deliverables. We would coordinate with the State’s project manager to jointly determine the most appropriate milestones for each project. In addition to our local staff, the Tucson office is part of the larger Architecture and Engineering firm Shive-Hattery, that boasts more than 500 staff members, including Architects, Engineers, and Interior Designers. We are all part of One Team, lending a hand and expertise when and where needed.

3. Are you familiar with Job Order Contracting projects?

How can your firm support a project manager with defining quantities and units of measure?

We are familiar with JOC or Job Order Contracting projects; as noted in our on-call experience, most of our projects are for government or public clients that utilize the JOC contracting method. Many of these contracts are specific to an on-call project type, such as a roof repair or office furniture replacement in an existing space. These smaller contracts require additional assistance from the architectural and engineering staff to provide more than an enhanced level ofconstruction administration. Small projects require additional items, such as determining quantities of roofing material or amounts (counts) of proposed furniture for pricing and procurement. Furthermore, understanding the specifics of the type of quantities or their required units of measure will be critical for proper procurement of the material. Knowing, for example, that quantities of soils are procured in cubic yards or that steel is priced by the pound is especially important for Job Order Contracts.

4. Once the State has accepted the Design schedule, demonstrate how your firm will manage and maintain the schedule dates.

SCHEDULE MANAGEMENT PLAN

The Shive-Hattery leadership team has extensive expertise in maintaining project schedules. Over the years, we have successfully managed the scheduling requirements for numerous projects with fixed time frames.

MANAGING WORKLOAD

We excel in handling multiple projects simultaneously.

Typically, each project is assigned a project manager and a project architect. Additional team members are allocated as necessary to ensure adequate staffing for the timely completion of tasks. The most experienced staff are selected for specific project types. Our leadership team oversees staffing for all projects, ensuring we exceed our clients’ expectations.

CREATING THE PROJECT MANAGEMENT PLAN

Our team will implement proven procedures to meet your expectations for a quality product, completed within the established schedule and budget. We will begin with a Project Management Plan (PMP), detailing tasks to be completed, responsible parties, and the schedule for task completion. The PMP, based on PSMJ Resources, Inc’s project management training principles, serves as our road map for the project. Regular meetings throughout the project will keep the entire team informed of the project status.

Shive-Hattery | 11AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

ATTACHMENT 3-A: METHOD PROPOSAL

(Method of Approach)

Finally, early in the design phase, we work with design consultants and ADOA to confirm critical milestones as outlined. Once these milestones are determined, we detail our approach to meet each milestone and draft the project schedule. We use Microsoft Project software to create the project schedule as a Gantt Chart, allowing us to review the project’s Critical Path and identify any potential schedule roadblocks.

5. List standard turn-around times for design requests/ changes, RFIs, submittals, and differing situations that may impact time constraints.

Time is a critical component to any project. How long things can take can seriously challenge a project’s success. Response times if not managed properly can shift a project out of schedule potentially crippling a project completely. We understand that any response and their timeframe are a factor. We not only meet the industry standards which are established in our contracts and specifications, but understand when those timelines can be too slow, and we need to respond quicker. We are a client centric firm dedicated to your success.

Design Phase:

• Our company resources enable us to respond in a timely manner to design revisions.

• Typical turn-around times for design phase changes are 1-2 weeks, and will vary depending on size of scope changes.

Construction:

• Construction activities are especially time-sensitive as delays can directly affect schedule and cost.

• During design, we will work with ADAO project management to establish the protocols prior to issuance of the bid set. In our specifications, we will establish expectations for turnaround times for RFIs, submittals, and pay application reviews.

• Typical turn-around times for RFIs are 5-7 days, and submittal reviews are 14 days.

6. Detail your firm’s quality control process related to specific plans, specifications and construction documents.

Quality assurance (QA) is more than a single process;

it is a holistic approach and mindset that pervades all aspects of the work we do. It begins at project initiation and carries through to the end of the project.

The design phase QA/QC process at Shive-Hattery is comprehensive and involves several key steps to ensure high-quality deliverables:

Documentation and Standards:

The design phase QA/QC process includes thorough documentation of decision-making, cost estimates, and design considerations. This ensures that all aspects of the project are well-documented and can be referenced throughout the project lifecycle.

Integration with Tools:

Shive-Hattery utilizes tools like Newforma and Procore to streamline workflows and reduce potential errors.

The Newforma Procore Connector allows for seamless integration between the two systems, enabling the automatic transfer of submittals and RFIs.

Stakeholder Reviews:

Conducting stakeholder reviews is a crucial part of the QA/QC process. This ensures that all voices are heard and any potential issues are vetted out early to reduce course corrections later in the project Budget and Cost Management:

Holding budget conversations early and often is essential. This helps in setting up the project for success by ensuring that the design phase aligns with the budget constraints and expectations.

Quality Assurance in Design Stages:

The design phase is divided into several stages, including schematic design, design development, and construction documents. Each stage has specific QA/QC measures to ensure that the design meets the required standards and specifications.

Shive-Hattery | 12AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

Use of Advanced Technologies:

Shive-Hattery employs advanced technologies like 3D Lidar scanning for field verification. This allows the entire team to reference the model of existing conditions at any time to verify dimensions and ensure accuracy.

Continuous Improvement:

The QA/QC process is continuously refined based on feedback and lessons learned from previous projects.

This helps in improving the overall quality and efficiency of the design phase.

7. Procore Project Management Software usage is a requirement. Demonstrate how your firm plans to implement Procore on this On-Call contract.

We are familiar with and have managed documentation within the Procore platform for our clients with their permission. Shive-Hattery utilizes a Newforma Procore Connector that allows seamless integration between Procore and Newforma, enabling the automatic transfer of submittals and RFIs between the two systems. This integration helps eliminate the need for manual data entry, streamlining workflows and reducing potential errors.

8. Does your firm use dimension on the construction drawings? Explain your firm’s design plans between scaling and dimensioning on Design drawings.

Dimensions are a critical component of construction documents. They describe to the contractor the physical size and distance between components. Some elements are intentionally left un-dimensioned usually due to existing conditions or other restrictions that could create confusion or conflicts in the design. Clarity of design is the intent of any construction drawings, and dimensions are one of the tools to provide that clarity. We do so in the following ways.

• We provide clear-dimensioned plans for all projects.

Our standard is to provide a fully dimensioned plan separate from the annotated floor plan. We use this approach to increase legibility.

• We provide dimension plans tailored to the project’s scope and size. A dimension plan aims to communicate all the information to the builder so that he may construct the building.

• We clearly locate plan elements and communicate critical clearances, such as ADA or code requirements. For interior renovations or expansion projects, we dimension off existing elements.

• We provide enlarged dimension plans as needed for items such as restrooms and millwork.

• Architectural drawings are drawn “to scale,” however the builder shall not scale the plans.

Instead, they should ask questions of the architect via RFI.

9. On Design drawings, are you able to use pictures or drawings with notes regarding tie-in points and locations?

Yes. We can annotate photos or drawings to locate new items on design drawings. We also typically use 3D Lidar scanning (via photogrammetry) for field verification. A benefit of this process is that the entire team can reference the model of existing conditions any time to verify dimensions.

10. Below is an example of the State’s response to a design drawing and the design professional’s response to the owner. Can your firm deliver this type of response deliverable?

Yes, we have the capability to markup drawings in Procore or Bluebeam (a cloud-based software known for its Revu software for PDF markup, collaboration, and digital workflows) and send via email to communicate.

We can also use a “live” Bluebeam session for this type of markup if desired, where the architect, GC and State’s project manager can collaborate on a single document mark-up.

ATTACHMENT 3-A: METHOD PROPOSAL

(Method of Approach)

Shive-Hattery | 13AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

Position Currently Held in Firm: Architect, Project Manager Years With Firm: 8 Years in Current Position: 8 Role Under this Contract: Architect, Project Manager Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: As needed per requirements of project/task order.

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. Will not be assigned to work on this contract exclusively.

Will dedicate percentage of time as needed per requirements of project. ADOA work will be prioritized over other work in the office for the duration of the project, as necessary.

Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

John is the Civic Studio Leader in the Tucson office and has 27 years of experience in the field of architecture. John has worked on a variety of project types ranging from office, educational, commercial, industrial, manufacturing to medical and multi-family residential. Recent work includes consolidation of the City of Tucson 911, multiple projects for four different fire districts and several other public facilities in support of municipal and government clients. As the Studio Leader, John will have oversight of the project, its budget and client satisfaction throughout the entire contract’s progress.

Describe the key personnel’s experience in performing the services required by this contract. As the project manager and architect, John will ensure that the ADOA is receiving quality service by taking a hands-on approach and being involved throughout the development of a project. John will handle these key functions (in addition to other tasks):

List the key personnel’s job-related training and education.

Bachelor of Architecture, University of Arizona; Danish International Studies Program for Architecture, Copenhagen, Denmark; PSMJ Project Manager Bootcamp; OSHA 10 Hour Construction Certification

Employee Name T. John Price, AIA, NCARB

OFFEROR NAME: SHIVE-HATTERY, INC.

ATTACHMENT 3-B: KEY PERSONNEL PROPOSAL

Shive-Hattery | 14AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

Position Currently Held in Firm: Architect, Project Manager Years With Firm: 26 Years in Current Position: 26 Role Under this Contract: Architect, Project Manager Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: As needed per requirements of project/task order.

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. Will not be assigned to work on this contract exclusively.

Will dedicate percentage of time as needed per requirements of project. ADOA work will be prioritized over other work in the office for the duration of the project, as necessary.

Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Joel will support the ADOA projects as one of three Project Managers. Also, as a Certified Building Plans Examiner (ICC), Joel will utilize his expertise to provide code compliance and quality control for all our projects.

Describe the key personnel’s experience in performing the services required by this contract.

Joel has more than 30 years of experience in the field of architecture, highlighted by extensive experience in the design and management of complex projects for municipal, institutional, and governmental clients, including ADOT.

Joel was a founding member of WSM Architects (now Shive-Hattery) in Tucson. Joel is the Managing Director of the Phoenix and Tucson offices. He is responsible for a culture aligned with Shive-Hattery’s guiding principles and values.

He advocates for employees and fosters mentoring, development, and engagement while supporting growth strategies for client experience and project delivery. His expertise includes federal and governmental projects. He has completed projects at Davis-Monthan AFB, Luke AFB, Ft. Huachuca Air Base, and Nellis AFB, as well as installations in other states.

List the key personnel’s job-related training and education.

Bachelor of Architecture, University of Arizona; PSMJ Project Manager Bootcamp, Principal Bootcamp; ICC Certified Building Plans Examiner (#1057945); OSHA 10 Hour Construction Certification

Instructions: Answer all questions thoroughly in the spaces provided. This form shall be completed for each key personnel involved in performance of this contract. A separate resume (maximum one (1) page) may be included using the second page of this Attachment. The resume is to be used to supply relevant information pertaining to the performance of this contract and is to be supplemental to the information below and is not to be used to replace this form.

OFFEROR NAME: SHIVE-HATTERY, INC.

Employee Name

Joel D. Mesik, RA, ICC

Shive-Hattery | 15AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

Position Currently Held in Firm: Principal Architect, Interior Designer, Project Manager Years With Firm: 21 Years in Current Position: 21 Role Under this Contract: Architect, Interior Designer, Project Manager Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: As needed per requirements of project/task order.

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. Will not be assigned to work on this contract exclusively. Will dedicate percentage of time as needed per requirements of project. ADOA work will be prioritized over other work in the office for the duration of the project, as necessary.

Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Kristen will be one of three project managers for ADOA projects. She will be the principal architect for space utilization management, and asset inventory and verification projects. WELL AP accredited, Kristen is committed to designing “people-first” spaces which, in addition to being functional and beautiful, enhance health and well-being. From initial planning through construction document administration, Kristen will lead a collaborative creative process to ensure the ADOA’s overall goals are reinforced and elevated in the final design and implementation.

Describe the key personnel’s experience in performing the services required by this contract. Kristen is an experienced architect and designer with 24 years of experience in strategic master planning, programming and feasibility studies, development plans, architectural design, workplace and hospitality experience. Clients include Arizona Dept. of Transportation (ADOT), CGI Federal, Pima Community College, Pima County, Pima JTED, Town of Sahuarita, Town of Oro Valley, City of Sierra Vista, Golder Ranch Fire District, Sundt Construction and Green Valley Recreation.

Kristen is experienced in leading the Shive-Hattery team since 2020 in a pilot project and four subsequent phases of ADOT’s Building Asset and Plan Inventory project. Kristen manages a team of 10 core staff who provide elaborate, detailed deliverables to be incorporated into ADOT’s centralized space and data management system, TRIRIGA.

spreadsheets

List the key personnel’s job-related training and education.

Bachelor of Architecture, College of Architecture, Planning and Landscape Architecture, University of Arizona;

International Interior Design Association; National Council for Interior Design Qualifications (NCIDQ #32032); OSHA 10 Hour Construction Certification, PSMJ Project Manager Bootcamp

Employee Name Kristen DiBone, AIA, IIDA, NCARB, WELL AP

OFFEROR NAME: SHIVE-HATTERY, INC.

Shive-Hattery | 16AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

Position Currently Held in Firm: Civil Engineer Years With Firm: 14 Years in Current Position: 14 Role Under this Contract: Civil Engineer Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: As needed per requirements of project/task order.

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. Will not be assigned to work on this contract exclusively.

Will dedicate percentage of time as needed per requirements of project. ADOA work will be prioritized over other work.

Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Civil engineering services Describe the key personnel’s experience in performing the services required by this contract. Ted is a Phoenix-based licensed professional engineer with design experience in civil engineering projects including site and utility design for new buildings, parking and ADA facilities, roadways, parks and trails, utilities and stormwater systems.

List the key personnel’s job-related training and education. Bachelor of Science, Civil Engineering, University of Iowa. Licensed Engineer: AZ, IA, OR, WA. OSHA 10 Hour Construction Certification

Employee Name Ted Schmidt, PE

OFFEROR NAME: SHIVE-HATTERY, INC.

ATTACHMENT 3-B: KEY PERSONNEL PROPOSAL

Position Currently Held in Firm: Civil Engineer Years With Firm: 13 Years in Current Position: 13 Role Under this Contract: Civil Engineer Years’ Experience in Role Under This Contract: 16 Hours per Week of Employee’s Time Dedicated to This

Contract: As needed per requirements of project/task order.

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. Will not be assigned to work on this contract exclusively.

Will dedicate percentage of time as needed per requirements of project. ADOA work will be prioritized over other work.

Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Civil engineering services Describe the key personnel’s experience in performing the services required by this contract. Erin helps communities throughout the planning, design, and permitting phases of development. He has extensive experience in land development, hydrology and hydraulics, water system design and modeling, and sanitary sewer system design and modeling. Erin also has extensive experience with public facilities, several of which were via on-call contracts.

List the key personnel’s job-related training and education. Bachelor of Science, Civil Engineering, California Polytechnic State University-San Luis Obispo. Professional Engineer – AZ #54744, NV #028054

Employee Name Erin O’Brien, PE

OFFEROR NAME: DOWL

Shive-Hattery | 17AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

Position Currently Held in Firm: Principal Electrical Engineer Years With Firm: 29 Years in Current Position: 18 Role Under this Contract: Electrical Engineer Years’ Experience in Role Under This Contract: 29 Hours per Week of Employee’s Time Dedicated to This

Contract: As needed per requirements of project/task order.

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. Will not be assigned to work on this contract exclusively.

Will dedicate percents of time as needed per requirements of project. ADOA work will be prioritized over other work.

Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Sarah will be providing necessary electrical and systems design.

Describe the key personnel’s experience in performing the services required by this contract. Sarah brings skills and expertise in power distribution systems, telecommunication systems, lighting and dimming systems. In addition to having worked for various engineering firms, she has owned and operated EDA for nearly 30 years. Sarah also has been an on call Electrical Engineer for various City, County and State Departments.

List the key personnel’s job-related training and education. Bachelor of Science, Architectural Engineering, Kansas State University. RCDD, LEED AP, IES Technical Knowledge Examination. Professional Engineer Registrations: AZ

#32749, CA #E15696, CO #0050436, HA #20359, NM #21365, OK #28190, TX #121109.

Employee Name Sarah Leska, PE, RCDD

OFFEROR NAME: ELECTRICAL DESIGN ASSOCIATES, INC.

ATTACHMENT 3-B: KEY PERSONNEL PROPOSAL

Position Currently Held in Firm: Principal Years With Firm: 3 Years in Current Position: 3 Role Under this Contract: Mechanical and Fire Protection Engineer, Commissioning Provider Years’ Experience in Role Under This Contract: 26 Hours per Week of Employee’s Time Dedicated to This

Contract: 8 Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. When AZDOA projects arise, Mik will work on the AZDOA projects for roughly 20% of his time.

Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Mik’s primary functions will be to meet with ADOA personnel to identify the problem, propose a solution, and write a scope of work for implementing the solution. Mik will lead the CM team and assist with contractor bidding.

Describe the key personnel’s experience in performing the services required by this contract. Mik will support and coordinate bidding activities and coordinate construction. He will be responsible for the overall management of the design and drafting for the HVAC, electrical, plumbing, and fire protection systems and commissioning.

List the key personnel’s job-related training and education. Bachelor of Science, Mechanical Engineering, University of Arizona. LEED AP BD+C, CEM, CxA.

Employee Name Mik Mikulich, PE, FPE, CEM, CxA, LEED AP BD+C

OFFEROR NAME: CM ASSOCIATES ENGINEERS, PLLC

Shive-Hattery | 18AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

Position Currently Held in Firm: Executive Vice President, Mechanical Engineer Years With Firm: 29 Years in Current Position: 14 Role Under this Contract: Design Oversight, Quality Control, Mechanical Registrant Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: 28

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. No. 70% Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Jeff Ruthstrom will provide design oversight, Quality Control, and will be the primary Mechanical Registrant of Construction Documents under this contract.

Describe the key personnel’s experience in performing the services required by this contract.

Jeff has performed On Call Mechanical / Plumbing Engineering work for similar projects for Maricopa County, the Cities of Phoenix, Glendale, and Mesa and has completed dozens of projects for ADOT under On Call.

List the key personnel’s job-related training and education.

Jeff Ruthstrom received his BSE degree in Mechanical Engineering from Arizona State University in 1990 and has 34 years of practical experience in Mechanical HVAC and Plumbing Systems Design.

Employee Name Jeffrey Ruthstrom, PE

OFFEROR NAME: PEARSON ENGINEERING ASSOCIATES, INC.

ATTACHMENT 3-B: KEY PERSONNEL PROPOSAL

Position Currently Held in Firm: Senior Vice President Years With Firm: 20 Years in Current Position: 12 Role Under this Contract: Design Oversight, Quality Control, Electrical Registrant Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: 28

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. No. 70% Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Jeff will provide design oversight, Quality Control, and will be the Electrical Registrant of Construction Documents.

Describe the key personnel’s experience in performing the services required by this contract.

Jeff has performed Electrical design, Construction Document preparation, and Construction Administration for Power distribution , Lighting design, Special Systems, and Emergency Back-Up Power design projects.

List the key personnel’s job-related training and education.

Jeff received his BSE Degree in Electrical Engineering from the University of Oklahoma, 1984 and has 38 years of practical experience in Electrical Engineering Design.

Employee Name Jeff Mostajabi, PE

OFFEROR NAME: PEARSON ENGINEERING ASSOCIATES, INC.

Shive-Hattery | 19AZ DOA | On-Call Architectural Services | Solicitation No. BPM006827

Position Currently Held in Firm: Principal, Geotechnical Engineer Years With Firm: 12 Years in Current Position: 12 Role Under this Contract: Geotechnical Engineer Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: As needed per requirements of project/task order.

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. Will not be assigned to work on this contract exclusively.

Will dedicate percentage of time as needed per requirements of project. ADOA work prioritized over other work.

Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Geotechnical engineering services including special inspections, materials testing and geotechnical field engineering.

Describe the key personnel’s experience in performing the services required by this contract. Jonathan has over 17 years of experience in geotechnical engineering, environmental services and construction materials engineering and testing. His role at SAECO also includes project oversight and managing a staff of 8 technicians and engineers.

List the key personnel’s job-related training and education. Bachelor of Science, Materials Engineering, University of Arizona. Licensed Engineer: AZ #55164.

Employee Name Jonathan K. Alexander, PE

OFFEROR NAME: SMITH & ANNALA ENGINEERING CO. (SAECO)

ATTACHMENT 3-B: KEY PERSONNEL PROPOSAL

Position Currently Held in Firm: Senior Electrical Designer, Associate Years With Firm: 31 Years in Current Position: 21 Role Under this Contract: Electrical design, Construction Document Preparation and Construction Administration Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: 28

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. No. 70% Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Larry will provide Electrical Design, Construction Document Preparation, and Construction Administration Describe the key personnel’s experience in performing the services required by this contract.