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HomeMy WebLinkAboutPBC-SOQ Packet - Canyon Junction 5�N BRO �Q* * * * *ems TERSEN BROTHERS d � y � EST�Ia�I NSTRUCTION S1'RUC • - � I 5F IL a. ^pt_ � � t SlmATEMENT OF QUALIFICATIONS ■ Date: 08/30/2024 City of Twin Falls Parks 136 Maxwell Ave, Twin Falls, ID 83301 RE: Canyon Trail Junction To the selection committee, We are honored to submit our Statement of Qualifications for Canyon Trail Junction project. Petersen Brothers Construction has maintained the standard of "Designed with Vision, Built with Integrity"for five decades and three generations.Our core values are reflected throughout every stage of design, pre-construction,and actual construction of each project. WHY CHOOSE PBC? • We are about RELATIONSHIPS, not transactions. Our clients are key to a successful business and our clients are loyal, repeat customers. Our relationships with subcontractors and vendors are longstanding and we are very particular about our partnerships in the construction community. • We are a company built on TRUST. Trust is a result of strength in our diversity,the way we build relationships,take care of our customers and how we respect our employees.To Petersen Brothers Construction, trust is everything! • We are LOCAL. Our company is comprised of people from this area and our core group of seasoned contractors call this area HOME. • We have decades of EXPERIENCE.With over 50 years'experience in the Southern Idaho construction market,we know how to get the job done. As a third-generation,family-owned and operated company,you can be assured that we strive for only the best when it comes to our projects. Our reputation is bar none and we aim to keep it that way. • We provide multiple layers of VALUE.Value Management and Value Engineering are given expectations in today's construction market. Beyond that,we especially value our clients. Our goal is to MEET your needs, EXCEED your expectations and DELIVER on promised results. • We create strong TEAMS. Our commitment to SAFETY, INTEGRITY and QUALITY workmanship is a fundamental part of our workforce training and teambuilding approach. Selecting the Construction Manager for this project will not be an easy decision. By choosing PBC,you are guaranteed to work with a company who is transparent, communicative,cost- conscious and genuinely cares about our community.We take pride in our 120+ skilled tradesman who bring decades of experience to each project we take on. Our strengths in self- performed concrete,steel,framing, roofing and interior finish work along with our extensive in- house capabilities allow us to fast track most any project without the burden of extensive subcontracting. We recognize that the next steps are critical.We understand the process you will undertake to evaluate the magnitude and impact of starting a project such as this.We are thankful for the opportunity to submit our Statement of Qualifications and look forward to the next steps. Sincerely, Jeremy Petersen PBC-President/CEO jeremyopbcbuilds.com TABLE OF CONTENTS CM / GC Information 4 Company Profile 11 I Project Approach 18 Budget Control 30 Scheduling 34 Home Office Support 38 Past Performance 42 I CMIGC INFORMATION C GC M/1 0! INFORMATION CONSTRUCTION MANAGER INFO NAME OF FIRM, ADDRESS, AND PHONE AND FAX NUMBER OF YOUR FIRM'S MAIN OFFICE: Firm: Petersen Brothers Construction Mailing Address: 1920 Highland Ave E Physical Address: 1920 Highland Ave E City, State, Zip: Twin Falls, ID 83301 Telephone: 208-734-6303 Fax: 208-734-6304 E-mail Address: jeremy@pbcbuilds.com NAM..., TITLL, ADDRESS TELEPHONE AND FAX NUMBER OF THE FIRMS OFFICER RESPONSIBLE TO THE OWNER FOR ALL WORK TO BE PROVIDED UNDER THIS RFQ. Name/Title: Jeremy Petersen-President Mailing Address: 1920 Highland Ave E Physical Address: 1920 Highland Ave E City, State, Zip: Twin Falls, ID 83301 Telephone: 208-734-6303 Fax: 208-734-6304 E-mail Address: jeremy@pbcbuilds.com PLEASE CHECK THE APPROPRIATE BOX TO IDENTIFY THE LEGAL STATUS OF THE ENTITY MAKING THIS PROPOSAL. [x] Corporation [ ] Partnership [ ] Individual [ ] Joint Venture PLEASE PROVIDE THE FOLLOWING LICENSE AND BOND INFORMATION: Idaho Public Works Construction Management License#: 045001, held by Jeremy Petersen Idaho Public Works Contractor License #: 14977-UNLIMITED-3-5 CONTACT INFORMATION OF THE OFFICE WHERE YOUR PROJECT TEAM WILL BE LOCATED AND FROM WHICH THE WORK FOR THIS ASSIGNMENT WILL BE CONDUCTED, IF DIFFERENT THAN "1". See above. • Lk~* 8 Cevf e yCatr lI�MO Fin 6 hrOrrnlrp Conpv• INSURANCE . Fkwlcw A1of[hf oar c*Cone SURETY April 14.2023 Re: Petersen Brother.Construction.Inc. "rw•in Falls. II) To Whom It May Concern. The purpose of this letter is to confirm that Petersen Brothers Construction. Inc. is a %alued surety customer of United Fire&Casualty Company. United Fire&Casualty Company is licensed to do business in the State of Idaho and we arc listed on the U.S. Department of the Treasury's Listing of Approved Sureties(Department Circular 570)with an under%%riling limitation of S65.202.000. We are ratcd"A"by A.M. Best&Co. We have been providing bonds to Petersen Brothers Construction. Inc.since 2014. In the past. we ha%a considered performance and payment binds for them on projects up to S50.000.000 and on aggregate programs of work: in excess of S 100.000.000. Please note that while we dc.irc to nwet any and all tx)nd requests for Petersen Brothers Construction. Inc..any support%%c provide is contingent upon favorable review of contract documents. financing information and other pertinent underwriting information at the time performance and payment bonds are required. Any arrangement to provide bonds is a matter between Petersen Brothers Con%tnution. Inc.and United Fire&Casualty Company. We assume no liability to you.nor to any other third parry,should we decide not to issue said bonds. If you have any questions,please feel free to contact United Fire&Casualty Company at 900-332-7977. Sincerely. Jordan Fcltman Senior Surety L;ndcr%%riter United Fire&Casualty Company "ME 06*1m:t I swoord hwv Se I PO Ow r3909 I Cdw Papa& bwu 52407.3" 1 V SMM2-7977 1 F SM rM 9736 1 www�*jnasaro cc^ C GC M/1 INFORMATION CONSTRUCTION MANAGER INFO STATE THE CONTAC) INFORMATION FOR YOUR CURRENT INSURANCE COMPANY(S) THAT PROVIDES COVERAGE FOR YOUR FIRM IN THE AREAS OF LIABILITY, BUILDER'S RISK AND WORKER'S COMPENSATION: Company Name: Jared Yingst Address: 1661 Shoreline Drive City, State, Zip: Boise, ID 83702 Telephone: (208) 343-7741 Email Address: iaredycphigginsrutledge.com IF YOU AN vvr.K Yts TV krw ir vr i HE FOLLOWING QUESTIONS, PROVIDE COMPLETE EXPLANATION ON A SEPARATE SHEET Has any one of your current or former sureties or bonding companies ever been required to perform under or cancelled bid bond, labor or material payment or performance bond issued on your firm's behalf? ❑ YES ■ NO Has your firm ever been denied coverage or had coverage terminated or cancelled by any insurer during the past (5) years? ((If so, please state the company, date, reason and specific details.) ❑ YES ■ NO Within the past (5) years has your current firm or any predecessor organization been involved as a party or filed a claim in any bankruptcy, litigation, mediation or arbitration proceedings. ❑ YES ■ NO NAmt, TITLE AND SIGNATURE OF YOUR FIRM'S OFFICER WHO WAS RESPONSIBLE FOR THE PREPARATION AND HEREBY VERIFIES THE ACCURACY OF YOUR PROPOSAL. Printed Name: Jeremy Petersen Title: President Signature: Date: t ,t � a J O � b� � � O C R A N O C I ,imew-4k c Z E U E m U Z c J O 0 o y Z T Z c (wj o � Z W Q Q a U m W � � a LL. n W c ° O = o W `° 2 p M O m w a 5 Gl ep Z 1 O � � co c o ° W w a580 � (n N mo Y con Q, 11c 7 Q c Z w W c o 03 u LL. CLlz W o o J $ � _ o m W gA I N d a ' g o W N J � U C �J O A L I 4 ? O N m 46 A O � 0 U Z iv W c U_ g r s G� Q W r L O OZ U) Q M O Q ZLLJ � c a: 0 o W o m I,- u a o � z " .m c 0 � � w o U W o E OL O W � ~ Z ") o O « g 0 3 O c " 1 w U ¢ O c J E4 O m E N a c c �o r > c ' v w 2 t I T _ E O n Q h=LW J � O A fff_AAA�a V ieIa �� ac a5�= J Z I I 3 � v� Z 0` vOw tj _ y a o ° � _ � s Z ° z „ Z t go C2 U w 4.0 u O y ot� E e ato w = � z C w a a c Q Q E o Wto w p cn - COMPANY PROFILE COMPANY PROFILE FAMILY-OWNED, TEAM F '.Jr Petersen Brothers Construction is a third-generation, family-owned company founded in 1971 by Perc Petersen. We pride ourselves on maintaining the "Designed with Vision, Built with Integrity" standard for five decades and three generations. Our core values are reflected throughout every design stage, pre-construction, and construction of each project. We work diligently to develop and maintain your trust by providing transparency and open communication to deliver a product that exceeds your expectations. BUILT ON INTEGRITY While new technologies and means & methods are continually being incorporated, the original principles of honesty, integrity, and superior customer service on which the company was founded are still at the heart of PBC's operations today. We are not just a construction company; we are a dedicated team striving to bring growth to our community, helping to maintain existing companies, and assist our clients in making their dreams become reality. Our history, investments in fixed assets, and company culture are all driven by our desire to make you, as our client, happy. A true testament to our client satisfaction is that many of our clients are loyal, repeat customers. We work diligently to develop and maintain your trust by providing transparency and open communication to deliver a product that exceeds your expectations. Ile Pop? r... COMPANY PROFILE SERVING ALL ' V IDAHO PBC serves communities in Twin Falls, Meridian, Boise, Burley, Pocatello, and Idaho Falls. Whether you need a General Contractor, Construction Manager, or Design-Build Contractor, we have the manpower to serve your needs. LE i OUI REb*.oJRCES WORK FOR YOU We employ over 150 skilled craftsmen who can easily accomplish most work in-house. This saves on job costs and reduces the need for subcontracted work. We continually reinvest our resources to increase efficiency and push our projects forward. Our ever-expanding fleet of water trucks, dump trucks, forklifts, cranes and more will ensure that we have the equipment on hand to complete your project on time. SITE / UTILITIES PRE-ENGINEERED METAL BUILDINGS FINISH CARPENTRY OUR FINANCIAL STABILITY IS BUILT ON SOLI' GROUND PBC has a strong financial foundation with banking, insurance, and bonding firms that spans decades. We have been able to withstand the turbulent economic environments and continue to grow. Please feel free to contact Farmers National Bank at (208) 734-1500 to discuss our long-established banking relationship and strong financial stability. COMPANY PROFILE 50-YEARBOOK OF QUSINESS SPEAKS VOLUML, Since 1971, we have helped to build Southern Idaho and surrounding areas. In 2020, amidst the pandemic and economic downturn, we approached $40 million in volume. Averaging 15-20 projects at any given time, we anticipate controlled, sustainable growth as we enter 2025. 1 KAuI i iuriAL CONSTRUCTION MANAGEMENT, MODERN APPROACH Traditional Construction Management consists of sequential phases that must be carefully . planned and coordinated. We have decades of experience perfecting this management style. EXPERTISE Our highly trained team can self- perform most trade-specific tasks on this PRECONSTRUCTION project. From site work to concrete, PBC can eliminate the need to sub out most of the work. PBC's direct accountability will mitigate many of the problems associated with PROCUREMENT multiple middlemen. • EXPERIENCE: PBC is currently working with the City of Twin Falls on the Sludge Pad Expansion project. With our relevant CONSTRUCTION experience in other projects, we are confident PBC is the best fit for the Canyon Trail Junction project. • RESULTS: Our track record for success, DELIVERY decades of experience, and our ability to self-perform most work is your guarantee that you will be proud to call this project your own. MAINTENANCE COMPANY PROFILE DWI COMPETITIVE EDGF A major advantage to the City of Twin Falls is our utilization of Procore, a cloud-based construction project management platform that enables us to monitor and control each phase of development, collaborate efficiently with our team and clients, and track costing every step of the way. With Procore, construction manager costs, subcontractor estimates, design fees, and all other project costs are viewable in real- time to all the stakeholders. PBC'S BREAD & BUTTER: PRE-ENGINEERED METAL BUILDINGS Petersen Brothers Construction has been in the PEMB market for over 50 years. Pre-engineered metal buildings are truly are bread and butter. Since 1985, PBC has supplied and erected 1,358,947 SF in Chief Buildings alone, valuing over 12 million dollars in pre-engineered metal buildings. Our steel erection crew is the most qualified crew in Southern Idaho. They consistently perform well and on-time! The steel division manager has been in the PEMB market for over 30 years. Notable projects our steel crews have completed include... • Apex Warehouse • MVE Complex • Beta Seed Complex - • Wilson Bates • U of I Cafe - Phase 1 • Hagerman Fish Hatchery • Minico Ag Science F Idaho Central CREDIT UNION PRIVATE CLIEN i September 29, 2023 To Whom It May Concern: Petersen Brothers Construction, Inc. has had business accounts at Idaho Central Credit Union since February 2023.The business accounts are in good standing with Idaho Central Credit Union and the accounts maintain a substantial average balance. Petersen Brothers Construction, Inc. has complied with all loan arrangements and credit agreements. It is our opinion that Petersen Brothers Construction is a well run organization with financial stability. If you have any further questions, please contact me at 208-985-7375. Sincerely, Shane Smith Private Client Officer Idaho Central Credit Union Ph: 208-985-7375 Em: ssmith@iccu.com 6 FARMERS BANK September 28, 2023 To Whom it May Concern, The purpose of;his letter is to report to you that Petersen Brothers Construction has been a very good customer of Farmers Bank for 20 plus years.PBC and its'ownership/related entities all have performed as agreed on all of their credit obligations with the bank and carry substantial average deposit account totals with us as well. It is my opinion that Petersen Brothers Construction is well run by its'management team and that the company is financially stable. Should you have any further questions with regard to the status of Petersen Brothers Construction please do not hesitate to contact me.I can be reached at 208-734-1587 Sincerely, Dennis Peters Loan Officer PROJECT APPROACH PROJECT 0!0 APPROACH PRECONSTRUCTION Proper preconstruction planning is a vital component of every CM/GC undertaking. It requires experts from diverse fields to come together, working cohesively to bring the vision of this project to life. PBC's unparalleled commitment to this project starts right at the beginning by: • Attending all design meetings • Collaborating with the project architect • Engaging in consistent idea exchange with subcontractors and vendors, drawing on their expertise for cost-effective solutions and minimizing surprises • Thorough evaluation of all plans, specs, and cost factors to account for aesthetics, functionality, and flexibility of use VALUE-CONSCIOUS PROCUREMENT WITHOUT SACRIFICING QUALITY During the procurement process, our leadership team will engage with the subcontractor sector, utilizing our decades-long relationships to leverage cost, accountability, and quality for the different scopes of work. %® All packages are submitted through our cloud-based, . �_1: project management portal for �.���' pe EW quick and easy viewing, adjustments, and approval. We will monitor compliance and contract execution throughout r the process,while ensuring that provisions for permits, insurance, and labor affidavits are secured. PROJECT APPROACH PBC'S VALUES The key to consistent communication and productive coordination is regular meetings and timely follow up. Our Project Managers will lead the team throughout the entire construction process. Meetings between key district members and PBC's CM/GC team will be held on a weekly basis to collaborate, share information and establish action items and responsibilities. PBC will continually show and live by our core values and ensure those values show through our work. C!TRelationships are the Key to Business 00000 Leadership Defines Us%11 Nip, Always Be Learning +r 8 8 ✓--1� - F(► lOTNO TMF 1 Act as a Family ► ��_� ' " Honesty and Integrity o� Quality Without o✓ _ o� Compromise 01 O40 Accountability Through 22 2 Communication PROJECT APPROACH PERMITTING The project development team will work with the city and the design team through the permitting process to ensure the process rolls smoothly. When construction starts, the Project Management will manage all inspection requirements to ensure the project is not delayed. BUIL'i ON INTEGRITY The estimating team will ensure the bid packages from the project development team are uploaded into our bidding software for a smooth transition. When subcontractor bids are received, the estimating team will go through the qualify each bid. This ensure that all possible scope gaps are covered to prevent project misses down the line. Through the qualification process, estimating will tabulate the low, qualified bids into a spreadsheet to accurately depict project costs. From here, PBC will present the pricing along with a recommended course of action. SUBCONTRACT' With over 50 of experience in Southern Idaho, PBC has developed a large subcontractor pool. This ensures we are offering the best possible prices within the valley. We ensure the bid forms we send out to subcontractors are detailed to the specific project scopes. ICE r v� q, 3 - PROJECT APPROACH CONSTRUCTION MANAGEMENT Your project will be in good hands through the construction process. Our project management team consists of the most qualified people to build this project. They will ensure the project in on schedule, on budget and successfully completed. The PM team will utilize Procore throughout the life of the project. • Maintain and update the project schedule • Create and execute all contracts and PO's • Coordinate 3 week look ahead for the project • Complete daily site safety / quality control walks • Manage all RFI's and responses • Schedule and complete weekly coordination meetings • Maintain current project drawings • Conduct submittal review • Coordinate and assemble monthly pay applications • Provide written reports for construction/project activity, and schedule status. PROJECT 0!0 APPROACH BRINr1NG YOUR VISISON TO LIFE Utilizing our comprehensive, project-specific construction plan that identifies the roles, responsibilities and authorities of the project team, we will execute construction in an organized, efficient manner. We can ensure the successful construction of your project by having a defined leadership team, clear expectations, and a concise communication process. LEADERSHIP • • EXPECTATIONS • Construction • Daily crew meetings Consistent Manager - Oversees communication with all aspects of a • Three-week Owner and Design project lookaheads, Team provided weekly • Estimators • Quality, self- Prepares the budget - Project updates to performed work and timetables Project Team • Timely completion • Project Managers - • Progress meetings of subcontractor Keeps a project on with CM, Owner, work track and within Management, & budget Design Team (as • Teamwork on the necessary) jobsite • superintendents Oversees the day to • Special meetings to • Effective Time day onsite. Ensures resolve issues Management schedule outside of normal • Daily updates within adherence, quality, progress meetings project and safety management measures. system MEET THE CEO JEREMY PETERSEN In 2008, Jeremy Petersen, acquired Petersen ob- ' wv Brothers Construction when he purchased the 11h�E company from his father. Under Jeremy's (, leadership, PBC continued to grow and prosper. As the president, Jeremy's primary focus is AG what we deliver for the customer every day a and on every project. Throughout each project, Jeremy is a key resource for both , the PBC team and the owner with real-world z �� experience as both a business owner, Z property owner, Q and contractor. _ Jeremy is a member of the Magic Valley Builder's Association. He is also a member of s; the Magic Valley Young Professionals,the Twin Falls Chamber of Commerce, and the Boys and Girls Clubs of America. Jeremy is active in workforce development and changing the perception of today's youth to understand the need for skilled tradesmen in the construction industry. When not in the office, Jeremy enjoys spending time with his family, playing golf, going boating or for a ride with the kids in the UTV. R + WWI rr � Av PROJECT TEAM SCOTT SWEET Scott comes to Petersen Brothers with --- extensive experience in construction that began in high school. His experience includes steel buildings, concrete, excavation, and )JECT BE framing. Scott began his journey in the flS ST construction industry 29 years ago. Scott LOST COL ION spent 18 years of those years as an outside salesman, during this time he learned the NGIN�r� �. CHNIQU importance of building strong working AC engineering,relationships. He also learned the skill of value engineering,this led to saving project costs while ensuring the same level of quality was present. Scott has been with the PBC family for over 4 years, he regularly interacts with clients to develop comprehensive job cost analysis for each project. He brings in his previous experience of value engineering whenever possible to ensure PBC is the most competitive. Role: Director of Preconstruction When not in the office, Scott enjoys spending time with his family, especially Years of Experience: 29 grandkids. He also enjoys hunting, fishing, and spending time outdoors. j� �. -,. • 'J.�' ,.•tom t r PROJECT TEAM 0!0 ERNIE COLVER Ernie is a dedicated and goal-driven 'U Mom% professional with over 25 years of project TIME management experience in the construction . 0 and information technology fields. Over the ,r years those experiences have developed his pPPROARHES Z eye for detail. He understands construction T ANN , J methodologies and the application of RA dam" construction materials. Ernie has applied his p60 I N v COIL T[ N process passion to manage everything from a small retail remodel to a 55-million-dollar KIN public works project. With each project, he P builds relationships with owners and subcontractors and improves his process _ knowledge. He enjoys being part of the Petersen Brothers Project Development Team and looks forward to growing with the company. When not in the office, Ernie enjoys landscape photography, cooking for family Role: Project Development / friends, and spending as much time as he can with his wife Malaine. Years of Experience: 25 a,, PROJECT TEAM Andy has been with Petersen Brothers ' Construction for 6 years,working his way up Mrs from Superintendent to Senior Project fir ' Manager over that span. He is a strong leader 0 in construction management and is dedicated to his team, clients and projects. 1 " He has strong resource management,time management,and project management skills that set him apart from the rest. Andy ' has been Project Manager on all the largest • . . • projects that PBC has been awarded and the success of those projects shows his dedication to quality, scope, and budget. His ` can-do attitude and professionalism lead the _ way for his team to bring their best each day. When not in the office, Andy is usually coaching or watching his children's athletics, camping somewhere in this beautiful state with his family, or golfing. Senior Project Manager �� Years of Experience: 18 PROJECT TEAM 0!0 DEREK JAMES Derek has a solid foundation and diverse V 5IAUE 5 5experience in the construction industry. :�! N TWE �+ Starting as shop labor for a steel company and balancing full-time work with his studiesMA shows dedication and a strong work ethic. His EN degrees in business administration and _ �• liberal arts suggest he's not only skilled in the "LU60 practical aspects of construction but also i H r C brings valuable business acumen and a well- M rounded perspective to Petersen Brothers. This combination of hands-on experience and formal education can be a significant asset in navigating the complexities of the construction field and contributing to the company's success. When not in the office, Derek is usually adventuring with his family. They enjoy spending time in the outdoors; camping, hiking, swimming, and kayaking. Role: Project Manager Years of Experience: 25 h s. t A � \ 1 PROJECT TEAM CHRIS THURLO Chris has been around construction his whole OINCIUDING TRADITIONAL �� life. He started working on site for his family's ASSOCIATION concrete company at the age of 13 and developed an attention to detail that has continued to benefit him throughout his career. With over 32 years in the industry, Chris has developed and fostered numerous ECT E 3TGOALS STATES skills over the ears. He has over 23 ears of ON superintendent experience with large �r S residential and commercial projects. Chris .NG�r' ,' � „,•, PROC has been with Petersen Brothers Construction 'EP$ for 2 years. With Chris' extensive knowledge of education buildings, he is truly the best fit for the job. When not in the office, Chris is can be found working on his homestead, practicing his mix martial arts, or enjoying the beautiful state of Idaho. Superintendent Years of Experience: 32 nr a PROJECT TEAM PROPOSED STAFFING TIME -ST E- JEREMYAG EIQATION'NIQUE; V HP PETERSEN Construction Manager I 5� 10JECT ��` ''4GEN �Ir I w =COST TOU► ION `ENGINf�, " ` CIO ; 3 Sim "gACHPAI 6 ri i WOU ' MAN ,,,, EN' ANDY COATS SCOTT SWEET �11h1E o W T1 �� AppAOACNES Z Senior Project Manager Pre-Construction Director ,I II Z INEERIN GRAi N y o s DEREK JAMES ERNIE COLVER Project Manager Project Development I Q v� sMBITIONAl`IAU I(,�ASSGCIATIGN 1ECTM GEMI NG COLL ION Es� EPS wCE! •f- CHRIS THURLO Superintendent TOTAL PROJECT BUDGET CONTROL PROJECT BUDGET CONTROL CONSTRUCTION COST Petersen Brothers Construction recognizes the importance of providing and periodically updates the construction costs while participating in value engineering. Benefits of reviewing and updating cost plans throughout the project cycle includes... Adapting to Changes: The project manager and Superintendent can adapt to any project changes and ensure the project stays on track. • Identify Potential Issues: Reviewing cost plans can assist in identifying potential issues before they become a major problem. • Improve Project Performance: Regular reviews to cost plans will help the Project Manager identify areas where project performance can be improved. VALUE ENGINEERING The PBC team prides themselves on finding possible cost-savings in the project plans. This process is known as value engineering. ' Our team will continually send out updated plans to bid, as they get closer to completion. This ensures our costs are in budget and offers subcontractors time to review the plans more than once before the final bid send out. A large part of value engineering comes from subcontractor feedback. When PBC sends the project out to bid, we strongly welcome feedback on the materials/equipment spec'd. This provides the opportunity to all parties to choose material/equipment that will be in budget, and on time. PROJECT BUDGET CONTROL PROCORE PROJECT EFFICIENCY WITH COST TRANSPARENCY A major advantage to the city is our utilization of Procore, a cloud-based construction project management platform that enables us to monitor and control each phase of development, collaborate efficiently with our Petersen team and clients, and track costing every step of the way. With Procore, construction manager costs, subcontractor estimates, design fees, Construction and all other project costs are viewable in real- time to all the stakeholders. PROCORE f'ASE STUDY ABOUT PBC PBC was recently featured in a Procore Case Study featuring our experience using the Financials Tools. We found Construction Financials to be crucial in helping our project teams manage costs in real time, while giving executives visibility into project health at any given moment. Budget Budget Budget Details Forecasting Budget Changes Change History Vie'.1' Snapstrol GtOLp Filter Procore ERP Budget - Current Odd Grou: - Add Filter - Description Original Budge: Approved Budget Approved COs Revised Budget Amount Changes 01-GENERAL REOUREMENTS-01.0000.0 3eriei. Reyuiie'rie...: -1 -1 -- — -- 5_�_3 01-GENERAL REOUREMEHTS-01.0200.0 i5 39G 11S S5394.41 CM rEE_Ot 01-GENERAL REOU1REMENTS-01.1100.0 r__01"ti S1I2.50 5112.53 01-GENERAL REOUREMENTS-01.3025.0 S520.00 — 50.00 sec.-, S520.00 F'a Cixl:Yuctiu^Sera iu_6.OtlIe. 01-GENERAL REQUIREMENTS-01.3120.0 S375.00 — S0.0c 5c.0_- S375.00 P-Q tut hlanage -Lab.i.Othe' PROJECT BUDGET CONTROL COST TRACKING As mentioned before, with our utilization of Procore all project costs are tracked and accounted for throughout the entire construction process. Cost tracking begins in the pre-construction stage in project development. They will create a breakdown of the project budget costs based on the qualified bid packages received from subcontractors. From there, the project budget will be pushed through to the project management team. The project manager will track all costs through the billing process produced by our site superintendent. This ensures all projects costs are being tracked and reported through Procore. Examples of a few projects' costs include... • Bid Packages General Requirements • Fees City Fee's (Connections, Impact. & Permitting) Meals Per Diem • Permits Fuel Travel Time • Reimbursable costs Mobilization Equipment Renta Is • CM fee Plan Fr ntmg • All other Project Costs Insurance Project Management and Coordination Frcject Super ntenden- REIMBURABLE COAT Quality Control spe` a e_t no The chart shown lists our typical Temporary Facilities and Controls reimbursable costs for a CM/GC Lcd= n= project. These costs are Job Shack Temporary Power effectively tracked via Procore Temporary HVAC through our project Temporary Toilet management team. Temporary Door / Fence / Barrier Cold Weather Protection Uti I ity Locates Traffic Contro SWPPP Construction Waste and Disposal Cumpster and Landr SCHEDULING SCHEDULING 0!0 MASTER CONSTRUCTION SCHEDULE Maintaining a comprehensive construction schedule is crucial to this project's success. It is important to set realistic expectations and detailed goals at every level of the schedule. In the initial phase of the project, we will lay out a Master Construction Schedule. This schedule will illustrate the whole of the individual schedules for the Site Improvements project. Its purpose is to identify all the major deliverables along with each individual work breakdown structure component. Getting buy-in from the subcontractors is a must. We will work together with the subs to ensure all scopes of work are completed with a schedule that works for everyone. SCHEDULING SOFTWARE AND TECHNIQUES Schedule preparation has come a long way from the days of handwritten harmonograms and Gantt charts. Today, we incorporate 21st century technology to track progress and keep our schedules organized. PBC creates schedules using Microsoft Project, an internal, dynamic project management tool used to assist in developing our schedules, assign resources to tasks, track progress, manage the budget, and analyze workloads. Microsoft Project utilizes critical path techniques and milestones to limit overlap on resources and avoid understaffing. The seamless integration of Microsoft Project and Procore offers a real-time update that our project management team, superintendents, subcontractors, and stakeholders can use and follow to see the status of every stage of the project. Schedule 0611912024 X Toft < > I mfmmn 8- Mon Turf Wed Ttet JWNCOAGOudOuq COURSEOFCONSTRUCT*N OUILDINOENVELOPE!DRY-IN:AOOu+on9.Prlmery$eoNFranurq I.,.:+tLt ealw 100%CWW *-Tug,JU122,202d-Tw,Aup6,202. J M KQ AO Blind ng.COURSE OF CONSTRUCT*N-54TE WORK AND U11LITIES:"DOLry due to LaCk of EM WN l Plain SWomdf" PROIIC I OLvkL0P r -*n COmPtate Fn,M 26,202. Fri,Aug 6,202A a J 6 1 J MIn1<o AG auldd,N COURSE OF CONSTRUC T K)N.RUILDINGENVELOPE/DRY-IN:AGBue*ng:Prlmary SbNFftn" 16,. ElIcftw -100%— - dMFnlco AG6uldGng:COURSE OF CONSTRUCT ION:SVE WORK AND UTILITIES"Delay duo to Lack of E*cUlcal Plana SuMmkul PROJECTOEvEL(P EkT -E00%Co,npIKe Fd,JU126,202e-F,I,AUO9.2024 PRdxn ti. c snu cMlw SCHEDULING 0!0 EFFECTIVE SCHEDULING ON COMPLEX, MULTI-PHASE PROJECTS TWIN FALLS COUNTY CRIMINAL JUSTICE TEMPORARY COVID-19 ISOLATION WARD In 2020, PBC began construction on the COVID-19 Isolation Ward at the Twin Falls County Jail. This multi-phase project required a fast-tracked schedule and multiple crews working simultaneously. We operated on a tiered schedule that allowed multiple trades to function onsite without impacting each other's scope of work. We delivered the project, on time and within budget while being considerate of the inmate population and maintaining deputy safety. MAUk VALLEY KLUIVNIAL iAiKrORT 'I EKMiirAL cAriAima vim AND REMODEL The Magic Valley Regional Airport Terminal Remodel included a complex 8,000 SQ FT expansion and 6,000 SQ FT remodel. PBC was awarded the contract in July of 2015, but couldn't begin construction until April of 2016. The project duration was 342 days, through 4 different phases. With 170 extra diverted aircraft and 320 extra flights in a record-breaking year for snowfall, we still completed each phase at least 10 days earlier than scheduled. FAMILY HEALTH SERVICES - TWIN FALL.- Family Health Services was a 2-phase remodel to expand the facility. FHS needed to maintain patient care, so we worked on half of the facility for each phase. PBC was able to protect the employees and patients by creating a temporary dividing wall and erecting a dust barrier, thereby keeping everyone safe from exposure. We met this schedule on time and maintained proper safety protocols throughout this project. MAGI VALLEY MALL REMODEL The Magic Valley Mall Remodel was a multi-phase remodel with multiple challenges. We could only work on the project at night due to the mall maintaining normal business hours throughout. We were able to demo and put back without interfering with daily operations and keeping the mall free from dust and debris. We completed this project meeting all scheduled deadlines. SCHEDULING 0!0 COMPREHENSIVE SCHEDULING DETAILING OUR PLAN OF SUCCESS C schedule ----- - A•JJ I..•.t - C0.121puly VY - ® CIR—fr- o C—C4eo. 0 Du0.ra<w.Kl More - A011 2024 WT MA J-2024 July ZM ID U.,N.— Sun ymnA D.— \C ..-:2 .:-M r.-. u-10 20-25 .7-02 03-00 +0-10 1'.23 24-30 Ct.p7 ell 1< 15-j1 ' M—.AG .q 06MV2024 0.12412025 24e.5A ieECONSTAIJCT. OSlZV2024 OS/3V2024 7.50 MIECONS 10MU0N ..v ..._.-.....r.I... _ 0—It 0,MNnn0 .v.rw inr••_. .. .. Sue Cenir.<tw If10<."M..M10 CW05E00C0NSTft 05MV2024 "123/20TS 247.50 4 v SITEWOMIAND YTIV 0010VMA TVIOV202A 120.5A 7 Cb rMW"N.w... OSMV202A 0SJ03/ . a b Clear Oro Nov Me 0 llA dWMj Dee OW012024 OWW2024 00 Au*1 ou"M D.0 0 •••Dwy Du.f.S. O6"X24 OL2002024 10a •••Dew C..f.Se.l.Yv. 10 ••O.Yy D.n BuA_ OWM2024 OW30r2024 2 0 •'Owv Ow W Su.OM C.0 M.W. A--* n ...pw,al.fe S. OSl3W202a 06TW202a O 70 •••Dew au.1.Sue.u—mmlMy 12 54 fi.0uq SgL202A OLO0r202A 3a SA.G.aM 13 5—l.pr.H MT3:nJ< OWW2024 e0 S-4-111 ""HEDULE COMPLIANCE Once contracts have been executed with the subcontractors through Procore, we will meet with all subs to incorporate their projected material lead times, work scope timelines and the general duration of activities for their segment of work. The superintendent will work with the project manager to maintain a 2-week lookahead schedule. The goal is to create and maintain a reasonable construction schedule with the subcontractors to adhere to the critical path of the project. There are occasions where our 2-3 lookahead schedule is impacted by a subcontractor who is not in compliance. We use various methods to correct this. Initially, when a subcontractor falls behind schedule,we will request an updated recovery schedule due within 72 hours. This schedule will indicate how the subcontractor intends to complete the project within the allocated time and what resources will be used to accelerate the work so that it can be completed on time. If the subcontractor is still delayed or compromising the ability of the project to stay on schedule, PBC will step in to supplement that scope of work and access the charges to the deficient subcontractor. If the work is such that we cannot complete ourselves,we will hire another contractor. Either way, we are committed to honoring the schedule we have created and eliminating detours that will delay timely completion. HOME OFFICE SUPPORT HOME OFFICE SUPPORT NO PLACE LIKE HOME At our home office, we take pride in being responsive. We feel everyone is our customer and deserves responsive service. Not only do we want every customer we are working for to feel that theirs is the only project we are working on, but we also understand we can't do it all by ourselves. This is important when it comes time to process paperwork throughout the project. PROCORE FINANCIAL PROCESS The first step in this process is requesting a detailed schedule of values and reviewing/approving the schedule to avoid any "Front End Loading". Once the schedule of values is agreed upon, it is processed through Procore. PBC's pay request process is fully streamlined and managed through Procore to ensure that accurate progress payments are made, and the school district is not encumbered with financial mishaps. HOME OFFICE LEADERSHIP • President/Construction Manager: Jeremy Petersen - Jeremy will be actively involved in the design phase. He works with all the team members to provide cost analysis, estimates, and design review. Jeremy will visit the site as needed. • Financial Controller: Kim Lystrup - Kim will be responsible for overseeing all the financial aspects of this project including cost analysis,vendor payments, compliance, and financial reporting. • senior Project Manager. Andy Coats - Andy will review the contracts during construction and support the superintendents throughout the process. They will be onsite weekly or as often as needed. • Contract Administrator Ryelee Scott & Kelly Letak - Ryelee & Kelly will review and prepare contracts / purchase orders. HOME OFFICE SUPPORT HOME OFFICE PERSONNEL JEREMY PETERSEN — PRESIDENT /CONSTRUCTION MANAGER Jeremy's primary focus is to deliver for the customer.He will be heavily involved on the front-end of this project including planning,phasing,risk analysis,and project-specific staffing.As the construction manager,he will serve in a leadership role by overseeing the project management team,estimating costs, and liaising with the owner,design team,and the city to ensure success. 'COST iUATI ENGI KIM LYSTRUP — FINANCIAL CONTROLLER Kim's role as the Financial Controller is to manage the daily operations of J Petersen Brothers Construction accounting operations.She will work closely with the other members of the home office support team to ensure all reporting requirements have been adhered to. She'll make sure timely payments are made to all vendors and subcontractors. LJ. N ANDY COATS — SENIOR PROJECT MANAGER _ PogoAndy's role as the Sr. Project Manager will be to oversee all aspects of the project management team. He will establish timetables, manage labor/material costs, ensuring project completion on budget and within scope.Andy has been in the construction industry for over 17 years. IST- COE TION RYELEE SCOTT — CONTRACT ADMIN �IGINEERI ? pp Ryelee's role as Contract Admin is to review and qualify all bids to ensure completeness. Following review, she will create all commitments/ purchase i orders and send them out subcontractors / suppliers. She will also obtain and review submittal information and will assist the field team and the office team communicate efficiently regarding materials. aT1 KELLY LETAK — CONTRACT ADMIN Kelly's role as Contract Admin is to review and qualify all bids to ensure completeness. Following review, she will create all commitments/ purchase orders and send them out subcontractors / suppliers. She will also obtain and review submittal information and will assist the field team and the office team communicate efficiently regarding materials. HOME OFFICE 0!0 SUPPORT PAYMENT FLOW CHART PROJECT RTOR7 • Construction Manager creates a schedule a values for each scope of work. • Subcontractor completes SOV by entering in values that total the amount of the subcontract. • SOV is entered into Procore and becomes the basis for future subcontract draws. • Before the first payment request, all compliance items such as insurance, licensing, and etc much be submitted and approved by the CM. BILLING CYCLL • 15th: Open billing for all subcontractors • 20th: Subcontractors submit pay application for percentage complete. • 25th-29th: Project manager reviews and approves pay applications for percentage complete. Project Manager field verifies work with Superintendent. 29th: Project Manager issues Prime Contract Invoice Submission to Architect. • 30th-31st: Prime Contract submitted to architect for review and approval. FOLLOWING MONTH • 1e}• Prime Contract submitted to owner for review and approval,verify vendor accounts for joint checks. CFO issues check, Project Manager generates unconditional lien releases. PROJECT v.NISH • Request for final conditional lien releases to verify final contract amount are sent to the subcontractor. • Before final retention is released, all punch list items are completed,and warranties and O&M manuals are submitted. • Final payment is set with accompanying final unconditional lien releases. PAST PERFORMANCE PAST 0!0 PERFORMANCE MAGIC VALLEY ELECTRIC �0Mp1,EX The 3M Complex project consisted of three (3) buildings at 12,OOOsgft each for the main floor, with one having a second level mezzanine at 2,215 SF and one (1) building at 5,200 SF for a total of 43,415 SF. Installation of site utilities, landscaping and asphalt pavement completed the construction of this complex. PROJECT NAME 3M Complex PROJECT I STAKEHOLDER r 3M Investment Group, LLCARCHITECT ENGINEER EHM Engineers, Inc Imn Engineers, Inc. TURE ON AFOUNOATgN OF EXCELLENCE Am • mow 01=7 ELECTRIC November 23", 2020 Re: Petersen Brothers Construction To whom it may concern, It is with much enthusiasm that I am writing to recommend the services of Petersen Brothers Construction. Magic Valley Electric has been working with PBC for the past 9 years on multiple successful construction projects. They do an excellent lob with leading the project and keeping things running very smooth and efficiently, they always make sure the customers needs are a al priority They are a forward-thinking company and always look for a positive solution out of any unexpected issues that come up in a project. If it is a design build project or a fully engineered project PBC does what ever it takes to get the job done right. PBC has built a solid team of subcontractors that are like partners when it comes to executing a project,everyone works together to accomplish the goal and to build a long-lasting relationship with the clients Magic Valley Electric always look forward to working with the PBC Team and their projects knowing that we can be proud of every project that is completed. It is always a pleasure to work with Petersen Brothers Construction and we recommend them for all or your construction needs. Sincerely, Billy Salts Owner MAGIC Electric,Plumbing, Heating+Air 208-9"-2107 1 TheMagicTeam.com Magic Valley Electric 208-944-4931 1 ElectricTeam.com PAST PERFORMANCE ST LUKE'S CLINIC — R11H1 The St. Luke's Clinic in Buhl consisted of a 5,759sgft new construction, single story medical building featuring offices and exam rooms. This project also included the installation of site utilities, extensive landscaping (grass, shrubs, trees, rock, etc.), concrete, and asphalt pavement. PROJECT NAME J St Luke's Clinic - Buhl PROJECT � STAKEHOLDER 980 St Luke's Health IN i A LL St Luke's J L St Luke's Think ARCHITECT / ENGINEER Insight Architects t Luke's 1F Regarding:St. Luke's West End Clinic, Buhl Idaho To whom it may concern: St.Luke's is pleased to offer an exceptiona:reference and recommendation for Petersen Brothers Construction.When this project was developed by our in-house construction management team it was deemed unfeasible due to cost overruns. St, Luke's opted to allow Jeremy Petersen and Petersen Brothers Construction to work with our stakeholders and architectural team to move the project forward_ Jeremy was able to work with our team to make adjustments to the building design and recommend alternative construction materials to bring it in at a lower price point. By leveraging Petersen Brothers' experience and local subcontractor relationships he was able to provide an end product that met our design criteria. Petersen Brothers Construction was able to meet our 8-month schedule and provide a finished facility that reflects the high level of quality that we strive for within our communities. Petersen Brothers'consistent communication and commitment to excellence minimized timeline and budget changes to this project. Through effective project and change management processes,they were able to deliver the facility on time and within our budget.Petersen Brothers always protected the best interests of St. Luke's to ensure that all quality standards and budget goals were achieved. By managing subcontractor relationships, they were able to build a cohesive team to make this protect successful We look forward to working with Petersen Brothers Construction in the future as we grow to serve our communities, � - I Stephen Sell,AIA,NCARB St. Luke's Health System Director Planning Design Construction St LA*'s Hei System, 190 East Bannock Boise,klira 53712 P tWGJ 381-2222 stlikescr'fre Cry PAST PERFORMANCE TFHS WRESTLING FACILITY The Twin Falls High School Wrestling Gym was comprised of 4,800sgft of floor space complete with storage rooms for equipment and supplies. This project also included complex exterior flatwork and landscaping to round out its scope. PROJECT NAME TFHS Wrestling Gym PROJECT STAKEHOLDER a Twin Falls School District 1t per' y I ARCHITECT EHM Engineers, Inc 1-i Engineers, Inc. NG THE FUTURE ON A FOUNDATION OF EXCELLENCE Twin Falls School District pall P 208.733.6900 tTF 5� 20i Main Ave.W F 108.733.6987 Twin Falls,ID 83301 www.tfsd.org Ryan Bowman. Operations&Educational Technology Director January 11.2021 fo Whom It May Concern: I am writing this letter of recommendation for Petersen Brothers Construction.They have completed work for the Twin Falls School District,most recently at Twin Falls Nigh School.They constructed at wrestling complex for our high school wrestling team.The work they did was top notch and they were a pleasure to work with.The craftsmanship is well done and we are truly pleased with the finished product. give to you my full recommendation for Petersen Brothers Construction. I look forward to having the opportunity to work with them again in the future. They are a first class company with great employees anti management. 1 would he honored to answer any questions you may have in regard to their work.You can contact ntc at ho manna ttsd.ore. Sincerely. Ryan Bowman Operations& Educational Technology Director