Huntington Pointe_PAG_2018 by camilo lopez (designer)

Huntington Pointe RFP RESPONSE 07.19.18

PIERCE ARCHITECTURAL GROUP, P.A.

Table of Contents Executive Summary

Pages 2-3

Point-By-Point Response to RFP

Pages 4-14

Exhibits A. Current Scope of Work

Page 15

B. State of Florida Licenses

Page 16

C. Certificates of Insurance

Page 17

D. Sample Cash Outlay Projection

Page 18

E. Sample Field Report

Page 19

F. Project Imagery

Pages 20-28

Executive Summary Dear Huntington Pointe, It is with great pride and appreciation that we submit this response to your RFP. The Pierce Architectural Group (PAG) Team brings together a group of seasoned professionals, designers and contractors who have worked with HOA’s previously, have worked together on many projects as a team and have solid design and renovation experience. Primary Project Goals •

Fabulous design that is perceived as such by the residents

•

Predictable financial and budget outcome

•

Minimum disruption and inconvenience to the users

•

Pleasant and collaborative relationship with the committee

Fee Structure Our fee structure is comprised of an initial design fee and additional project management fee for procurement and design implementation. The initial design fee is $90,000. If the full project proceeds into the Construction Phase, $20,000 will be credited back to HOA at the end of the project. If the project is placed on hold for any reason, and as a result, a material or furniture is discontinued during this time, there may be additional expenses incurred by the client to re-specify an alternative.

The initial design fee includes interviews/design meetings, confirmation of scope of work, color and material selections, design drawings, specifications, a final project budget, project schedule and presentation necessary for the Board and Design Committee approval. A project management fee of 22%, which will be applied to all purchased items and services such as materials, vendors and sub-contractors.This fee is for procurement, on-site supervision, administration, installation, on-going project management, project accounting, and a project closeout book that includes specifications, contact names and warranty information and care guide for materials and finishes. We typically use a standard American Institute of Architects (AIA) Doc. B152-2007, Standard Form of Agreement between Owner & Architect for Interior Design Services, as our contract for a project such as this. These contracts are well-known in the industry and are an accepted standard. A blank contract form is included for your review. With regard to project bookkeeping and costs, we have an open-book policy with our clients. At any time, you may review the cost of any purchased item or service to confirm you are paying competitive rates for quality goods and services. We use only qualified, experienced contractors and vendors that provide competitive market pricing. Project Delivery Interior design, architectural and engineering services, permitting, construction management, procurement and installation of material finishes will be provided from a single point of responsibility from beginning to end. This makes for more seamless project flow a simplifies security and accounting

Executive Summary (continued) Project Management Vernon Pierce, Architect, will be the single point of contact and will be on site a minimum of three days per week and will also be represented on-site by an assistant project manager. The frequency of the visits may change as the on-and off-site activities demand such as off-site fabrication and refinishing, on-site furniture installation and punch out. The onsite team will be fully supported by the whole PAG team including a project architect, design assistant, project bookkeeper and project consultants.

plus analysis of most efficient use of labor, user functions, user safety and convenience, and taking in consideration of owner’s schedule of purchased events, i.e. shows; an achievable and realistic schedule will be developed. Design Our team will deliver a fabulous design. We will provide a strong concept, strong leadership and guidance throughout a collaborative design process. While we always remain flexible, we are also principled so, if we feel something is important, we are not afraid to make a strong case for it. The best design concepts should not be watered down. We feel the following quotation best describes our collaborative effort with you.

Budget Compliance It is our standard practice to first create a master allocation budget. This is based upon your stated priorities (scope of work), our professional experience, guidance, creative design input, market material costs, and market rates for services. This master budget allocates funds to the various components or spaces of the project and incorporates contingency. This becomes the road map for successful budget compliance and may be updated during the process. The total of this budget and contingency will not exceed your stated budget. Simply put, if we spend more money in one area then we must reduce it in other areas to compensate. This approach, combined with securing competitive rates for quality services and materials, will help ensure a predictable, “on budget” outcome.

“Courage is what it takes to stand up and speak; courage is also what it takes to sit down and listen.” - Winston Churchill Community Outreach and Town-Hall Presentations We can also help you with your marketing efforts relating to user education and consensus building as the principal is the best salesman. Respectfully submitted,

Schedule After examination of the tasks to be accomplished, including detailed discussions with the primary members of the design team, vendors and subcontractors,

Vernon J. Pierce, R.A., FLID, LEED ® AP Principal

Point-By-Point Response to RFP Firm Background

PAG utilizes the latest in computer software to assist in project design from visualization software such as 3-D Studio Max and Lumion, to Parametric modeling software. These tools are extremely useful in creating exciting and successful designs and for educating clients, so they can fully understand the conceptual design of their project.

Vernon Pierce Bio:

Services Offered:

(Blue Text = Response to RFP)

Vernon Pierce earned a Master ’s Architecture Degree in Architecture from the University of Michigan in 1982 with a Concentration in Building Acoustics, Building Envelope Technology and Architectural Design. He began Pierce Architectural Group in 1987 and has been in practice for 31 years. Mr. Pierce is a licensed architect, licensed interior designer, LEED® (Leadership in Energy and Environmental Design) Accredited Professional and is CPTED (Crime Prevention Through Environmental Design) Certified. Pierce Architectural Group has won numerous design awards and has been featured in design-related publications including, Florida Architecture. Mr. Pierce previously served as the Chairman of the Board of Directors for Henderson Mental Health Center and Chairman of the Consultants Oversight Committee for the School Board of Broward County, Florida. Mr. Pierce is a past board member of Sheridan House Ministries.

•

Interior design and procurement

•

Construction management

•

PUD (Planned Unit Development) modification

•

Virtual building tours

•

Photo-realistic digital imaging

•

Acoustic analysis and dampening design

•

Mold and mildew remediation

•

Energy conser vation retrofit design

•

Food ser vice planning

•

Architecture and permitting

Firm Bio: Located in Delray Beach Pierce Architectural Group continues to grow after 31 years of practice in South Florida. PAG has enjoyed involvement in many projects in South Florida, The Carolinas and Texas. The firm’s professionals include architects, interior designers, field super visors and procurement and accounting specialists.

Point-By-Point Response to RFP

References and Contact Information Letter #1

Similar Projects Completed Within 5 Years To Whom It May Concern, Recent Clubhouse renovation projects include: • • •

Bellagio, Boynton Beach, FL Villaggio, Boynton Beach, FL The Cascades, Boynton Beach, FL

PAG also has extensive experience in full clubhouse design. Some of our past projects are: • • • • • • • • • •

Avalon Clubhouse, Boynton Beach, FL Cascades at Estero Clubhouse, Estero, FL Cascades at Sarasota Clubhouse, Sarasota, FL Myrtle Beach Clubhouse / Recreation Center, Myrtle Beach, SC World Golf Country Clubhouse, Jacksonville, Fl River Hall County Club Clubhouse, Fort Myers, FL East Bonita Springs Clubhouse, Bonita Springs, FL Cascade Lakes Clubhouse, Boynton Beach, FL Della Rosa Clubhouse, Naples, FL Bellaggio, Boynton Beach, FL

I have had extensive interaction with Vernon Pierce from the Pierce Architectural Group related to a large renovation project and a large room addition. Our working relationship began as a result of the need to renovate the Clubhouse of a large Homeowners Association with a cost projected to be approximately $1. 5 million dollars. After the renovation committee spent time interviewing several designers who had the credentials to do this kind of work, Mr. Pierce was chosen.He was chosen because of his extensive experience and for his vision of what the renovation project could become. He was also chosen for the professional and confident manner in which he presented his ideas on paper and in rendering form. Mr. Pierce was also contracted to create a vision and execute a contract to build a large room for the purposes of indoor dining. This project required extensive modifications to the existing structure and the construction of a new room addition. This project also created numerous structural challenges which were all met by Mr. Pierce, and the result was a beautiful dining room. As it related to both projects, the result of many months of work came to the expected result. The vision became a reality. I found Mr. Pierce to be very professional and extremely dedicated to successful renovation and room addition projects. He worked very well with the Homeowners Association Board of Directors, the Enhancement Committee, the vendors and me as the onsite property manager. Regards, John Kline, CMCA, AMS, PCAM 561-245-1942

Point-By-Point Response to RFP References and Contact Information (continued) Letter #2 To Whom It May Concern, I am pleased to write in support of Pierce Architectural Design (PAG), and its principal, Vernon Pierce. An HOA Board Director for 8 years, in 2014 I interviewed Vernon during the process of selection of a designer for our full building refurbishment. After awarding the $1.5 million contract in May 2015, I became President and was directly involved in the planning, fiscal control and oversight through completion of the project. Villaggio, a gated community of 538 individual homes with an 18,000 square foot clubhouse, is located in Lake Worth, Florida. The clubhouse was constructed in 2006 in traditional Mediterranean motif. The goal of the new design was to create a timeless appearance that highlighted the high ceilings and unique views. Our Declaration of Covenants requires a vote of the community to both change the appearance and to accept an assessment. Vernon provided a Town Hall Meeting presentation to the community that we video recorded and put on U-tube for those who were unable to attend. The live audience in excess of 500 stood three times with spontaneous applause at the sight and explanation of the renderings included in the proposal. Needless to say, the community approved the project and assessment.

The building interior was gutted and replaced with wall coverings, carpet, marble tile and some engineered wood (dance floor and café), artwork and all new furniture Our stage was made fully functional with motorized wraparound drapes. The centerpiece and focus of the clubhouse entrance is a rain curtain to draw attention to the height of the cupola. The exterior café was redesigned, adding functional storage and workstations, replacing all furniture. Vernon’s team bid items, negotiated prices, took control, ordered approved items, and invoiced our Association based on actual invoices. I was provided with full specs, pictures and estimated delivery times. Vernon anticipated the need to warehouse items and negotiated storage space, arranged for shipping and storage and the delivery from the storage warehouse to my site. The efficiency in receiving, inspection and installation was beyond my expectation. I believe that the strength of the proposal was based on Vernon’s complete understanding of the structural building and then his total control of all contractors and material-men. Bottom line is that the job was completed beyond my expectations on time and under budget. I would be able to provide photos and answer ANY questions that you may have and a walk through of our clubhouse for a team from your community. Please contact me at my home phone or email as below.

Sincerely, Sandy Goodman, President (2015) Sandysgoodman@gmail.com 561-642-3267

Point-By-Point Response to RFP References and Contact Information (continued) Letter #3

References and Contact Information (continued) Letter #4

To Whom It May Concern,

To Whom It May Concern:

As Co-Chair of the Enhancement Committee at Bellaggio and now a member of the Board of Directors, I can highly recommend Vernon Pierce and Pierce Architectural Group to your community. We interviewed 17 designers and the presentation given to us by Vernon Pierce far exceeded any others. The fact that he is a licensed interior designer, as well as licensed architect, is unique and was a great advantage. Vernon's work ethic, design concept, creativity, and talent truly came out in our enhancement. He was very involved and hands on throughout the project, working to get the job done on time, and on budget. His talent with lighting has made Bellaggio a true showplace and sets the tone in each room. While working with our committee and Board, Vernon Pierce was always a great communicator. He handled the residents well and worked closely with our team. He spoke very well at our Town Meetings. We have seen a large rise in our home values and the homes are sold very quickly. Our updated clubhouse has been a good reason for these positive results. He has also changed our clubhouse into a wonderfully welcoming and comfortable gathering place for our community. We are so grateful for the changes that were achieved due to the efforts of Vernon and Pierce Architectural Group.

My community, The Cascades, had the pleasure of working with Vernon Pierce on the refurbishment of our clubhouse and cafe. I served as liaison to Vernon and spoke with him on a daily basis. Our committee interviewed 12 design firms and visited 10 communities to see the work done at those communities. We decided that Vernon was the best fit for us. We were most pleased with our decision. He was most professional and came in with a plan and a reasonable budget. When the project was completed he came in "under budget" - we were thrilled. If you have any questions I would be more than happy to speak with you. I can be reached at: teris11@comcast.net; 561-752-2663; 561-251-4937.

Teri Schoen

Please feel to contact me if you have any questions. Best Regards, Cindy Leimsider Board Member, Bellaggio, Board of Directors Tel: (561) 617 - 1078 I email:Cindyleimsider@yahoo.com

Point-By-Point Response to RFP Services and Fee Structure Our services will be provided in three phases: the first phase will be the Design Phase, the second will be the Pre-Construction Procurement Phase and the third will be the Construction Phase. The HOA is only obligated to the Design Phase of the contract, should the project not move beyond the Design Phase. However, the entire contract will be negotiated prior the commencement of services.

Design Phase:

Design Phase services include: interviews, meetings, design workshop, review and confirmation of the “Scope of Work” Document, color and material selection for principal rooms, presentations, drawings, specifications, a final project budget schedule and design presentation necessary for the Board and CRC approval. Design Fee: $90,000 with $20,000 being credited back to Huntington Pointe at the completion of construction, if the full project moves forward into Construction Phase.

2 Pre-Construction Procurement Phase: During this phase, long lead items are ordered. Long lead items are those items of a custom nature and not generally pulled from “off the shelf ”. Long lead items may include custom carpeting, millwork or cabinetry, custom lighting fixtures or other features which require shop drawing development and then fabrication.

After the long lead items have been ordered, we then place orders for all the other materials, finishes and furniture, establish delivery dates and arrange for storage. We do not close the clubhouse during this phase, but we do establish when the long lead items will be on site and ready for installation. This priority ordering ensures that we have no down time during the construction caused by waiting for materials to arrive. Additionally, during this period all construction plans are submitted and building permits obtained.

3 Construction Phase: Our services during this phase include PAG supervision of all prequalified contractors, subcontractors, vendors and material men necessary to complete the project in an orderly and neat fashion. We are supported by in-office administrative support, scheduling, design and architectural staff, furthermore our project accounting personnel ensure that all payment/requests, lien releases and required paperwork are maintained in good up-to-date order. We also schedule all required inspections and obtain all necessary Certificates of Occupancy required to reopen the building. As the construction is completed we conduct a project-wide cleaning before we stage all the furniture, artwork and accessories. Once the project is delivered the owner will have the opportunity to create a final punch list that will be completely resolved before final payments are made to Pierce Architectural Group, contractors, subcontractors and vendors. Project Management Fee: 22% The Project Management fee will be applied to all purchased items and services such as materials, vendors and subcontractors. PAG will pass on any and all trade discounts on Huntington Pointe.

Point-By-Point Response to RFP

Warranties, Care Guides and Guarantees

Services and Fee Structure (continued)

Warranties:

A La Carte Services:

Architect warrants to Owner that all materials and equipment furnished and installed by Architect and incorporated in the work will be new unless otherwise specified and that all work, materials and equipment will be of good quality, free of faults and defects and in conformance with the Contract, including but not limited to the specifications and the applicable building code requirements for a period of ONE (1) year from the date of completion.

Photo-realistic Renderings: We strongly recommend that only the finest quality imagery be presented to the body of homeowners, especially when their support is desired. Our renderings are photo-realistic; many people cannot distinguish them from an actual photograph. All approved paints, materials, lighting, furniture, carpets and finishes are scanned and incorporated into the renderings. The effect of lighting, natural and electric, is also depicted accurately. These renderings may be used for town hall presentations, brochures and emailed, if necessary. Service Fee per Rendering: $4,200 â&#x20AC;&#x153;As-builtâ&#x20AC;? ACAD Documentation of existing clubhouse, if necessary cost to be determined (once scope is known).

Further, the Architect expressly warrants and guarantees all work, material and equipment provided under this Contract to be fit for the purposes intended for ONE (1) year from the date of completions. Architect hereby agrees that during the period of time, any flaws or deficiencies in either work or material or equipment furnished by the Architect shall be corrected and/or replaced and restored to first class working order at not cost to the Owner. Care Guide: At the completion of the project the Architect will provide the owner with a binder which includes warranties for all furniture, fixtures and equipment. Additionally, the binder will include information on the care and maintenance of equipment, carpets, wall coverings, upholstery and draperies and other materials.

Point-By-Point Response to RFP

Design Development and Presentation format:

Project Management and Project Structure

The duration of the Design Phase, which begins upon receipt of an executed contract and the retainer, is 20 (twenty) weeks or as may be amended by mutual agreement in writing of both parties.

Design Phase Structure: Building Project Understanding: Before we can be effective as the leader of the transformation team we must have a complete understanding of the entire project from beginning to end, from design to funding and on through to construction. We develop this “data base” through Board and Design Committee interviews, questionnaires, workshops and outreach sessions and of course, we draw upon our own considerable experience with this kind of project. Below is a representable sample of the some of the kinds of information that becomes part of the data base. 1. 2. 3. 4. 5. 6. 7. 8. 9.

Finalized Scope of Work (signed by all parties) Color and Material preferences Maintenance requirements Phase decision. One or multiple? Project Schedule Establish Project Budget Review funding sources and cash outlay timing Existing Building construction implications Building Code impact on renovation

After a complete understanding of the entire project, the team begins the creative process with a narrative, avoiding jumping directly into the design. We do this to ensure we that see the big picture and not become beholden to small details that can later compromise the total design. We believe that there is always one best, strong solution. At this point we begin developing the most important spaces and work outward from there. Since these spaces require more testing and refinement we employ 3d wire frame software to accurately test the concept, scale, furniture placement, integration into existing building construction and traffic flow to name a few important elements. We then examine different material and finishes options. We review material appropriateness (durability and safety) aesthetic effect and cost/ benefit, to complete the preliminary design. Before the preliminary design is presented we review the concept for budget compliance and make appropriate adjustments to ensure that we stay on track. Regarding presentations, for ease of understanding, we divide the clubhouse into 3rds (“bite size pieces”) so in effect we will do 3 major design presentations and a fourth that will re-review the entire clubhouse design and present the final budget. Please note that since we have been working with a target budget since the beginning of the design development process, there will be no surprises here. Our budget compliance track record is excellent, just ask our past clients. Wire-frame perspectives, virtual walk-thru tours, along with power point slides of plans and details and physical material samples will be used during the presentations to aid in client understanding.

Point-By-Point Response to RFP

Lighting Design Process

Project Management and Project Structure (continued) The design concept will be based upon the agreed scope of work. The architect will not create multiple options for each space. Adjustments may be made to the proposed design to address Owner concerns. During the presentations client input is welcomed and if there is a concern about any design elements these will be resolved prior to the next full design presentation. Although we have outlined the major presentations, there may need for interim meetings to discuss opportunities or challenges. The communication is constant. The Owner will then be required to consider approval of the portion of the design presented, prior to the Architect proceeding on to the next part of the design. Upon completion of the presentation of the 3 parts of the design, there will be a fourth and final presentation during which all three (3) parts of the design will again be reviewed along with a presentation of the budget and supporting documents and plans.

Concept

Actual Chandelier

Concept

Actual Fixture

The Owner will be required to approve and sign-off on the budget and design prior to the Architect proceeding on to the Preconstruction Procurement Phase. In all matters concerning aesthetics, the selection of materials, colors, materials and furniture the Architect will have the final say. Vernon Pierce, Principal Architect will conduct and lead all design presentations and design related meetings. He will be assisted and supported by the appropriate team members during the presentation.

Point-By-Point Response to RFP Construction Phase Structure Implementing Design From initial design interview to project closeout, Vernon Pierce, Principal Architect will be the single point of contact, assisted on-site by Michael Stewart, also a licensed Architect. Vernon will be on-site an average of 3 days per week, more if necessary such as when critical assemblies are being constructed on-site or if building inspections are ongoing. You will not be handed over to a project designer, then to an Architect, then to a contractor and then to his project manager. As the architect of record, and the principal, I have an intimate understanding of the design, the ability and authority to make executive decisions. I can also directly communicate with the Board, Design Committee and if instructed, make presentations to the residents. The process of communication is much more seamless, and this makes for more timely decisions. Bidding Process The bidding process is always exercise in value. We are not looking for the low bid, we are looking for the best value. A low bid with poor quality will leave a bad impression with the residents well beyond the opening day, while quality work will standout into the foreseeable future. We secure multiple bids for every trade and constantly review what quality services can be purchased for, in the market place. With this information in hand, we constantly challenge our preferred subcontractors to carefully consider their pricing. However, we make every effort to work with subcontractors we have a history with.

Our preferred sub-contractors do quality work, are professional and disciplined, have proper insurance, licenses and the financial stamina and manpower to complete the project. The best indicator of subcontractor’s performance is how they have performed in the past. If they didn’t do an excellent job on the last clubhouse, they won’t be providing services on your clubhouse. When you contact our references, please ask about our subcontractor’s performance. We are completely transparent with regard to the bids. One thing that separates us from our competitors is the amount and detail of the drawings we do during the design phase, with which we obtain more accurate bids. During the design phase we develop preliminary bid packages for: • • • • • • • • • • • • •

Demolition and metal framing Drywall Painting Trim and Moldings Millwork Wall covering Tile work on floor and ceilings Electrical modifications Plumbing modifications Custom lighting Carpeting and floor covering Fire sprinklers modifications HVAC modifications

The level of detail on these plans developed during the design phase is a big advantage to contractors who are trying to keep their numbers tight, while including all scope items. We want to eliminate or minimize any surprises.

Point-By-Point Response to RFP Project Schedule

Alternate Schedules and Phasing

After examination of the tasks to be accomplished, including detailed discussions with the primary members of the design team, vendors and subcontractors, plus analysis of most efficient use of labor, user functions, user safety and convenience, and taking in consideration of ownerâ&#x20AC;&#x2122;s schedule of purchased events, i.e. shows; an achievable and realistic schedule will be developed. A preliminary schedule where the entire building is closed for the duration of the project, but without the benefit of confirming the specifics just mentioned might look like the one below.

It is entirely possible given the layout of the building that an alternate multi-phase schedule might be an option if the Board deems it to be an advantage in terms of mitigating the inconvenience to the residents. By way of example, it could be an advantage in the quest for building resident support/enthusiasm if the fitness center could be renovated as separate but simultaneous phase and as a result be closed for a shorter period of time than the remainder of the building

Preliminary Time-line

2019 2020

2018 2019 SELECTION INTERVIEWS

SELECT FIRM

YOU ARE HERE

DESIGN AND BUDGET DEVELOPMENT (PERIODIC PRESENTATIONS)

PRE-CONSTRUCTION PROCUREMENT PHASE

CLOSE OUT

CONSTRUCTION

JULY

JUNE

MAY

APRIL

MARCH

FEB

JAN

DEC

NOV

OCT

SEPT

AUGUST

JULY

JUNE

MAY

APRIL

MARCH

FEB

JAN

DEC

NOV

OCT

SEPT

AUGUST

JULY

Point-By-Point Response to RFP Project Team: Design Phase

H u n t i n g t o n Po i n t e

Ve r n o n P i e r c e , R A Principal

Jason Scheich Interior Design

Michael Stewart, RA Site Assistant

A n t h o n y Ta r a v e l a Visualization

Greg Chesnut Procurement

Christopher Schultz Architecture

Camilo Lopez Graphic Design

R o b e r t Fo r m i c a MEP Engineer

Marcus Unter weger Structural Engineer

J o h n G a ff n e y Tr u s s E n g i n e e r i n g

Ashley White Accounting

Rhett Roy Landscape

Exhibit A - Current Scope of Work Establishing a program: The beginning process for any long range project is the establishment of a program. Basically it is asking the question – What are the primary uses for the space in question? The answers to this question determine the extent and the manner in which the work will be done. It provides a structure and framework which is ongoing and flexible. The overriding considerations for any of the referenced project areas are health and safety. Federal and state codes and guidelines must be adhered to in these areas: Theater 1) Stage Area- renovation of sound system and other technical equipment, storage area, lighting, dressing rooms, seating area Lobby 1) Theater Lobby – modernize bathrooms and seating area reconfigure area (especially ceiling height) in conjunction with theater projection area 2) Main Lobby- modernize and update seating area renovation of front desk- move desk to new location refurbishment of elevator Professional Staff Offices and Conference Room 1) Professional offices- renovate by opening up office space for easier communication and flow; create better storage 2) Conference room – renovate by expanding current space or by creating new conference room in expanded lobby Card Rooms, Library, Billiard Room 1) Replace flooring, wallpaper, paint, lighting, ceiling fans with an emphasis on energy efficiency and Green materials 2) Update furniture with low maintenance materials 3) Create flex rooms

Ballroom 1) Incorporate adjacent Ping Pong room into ballroom space 2) Kitchen- update space and equipment for more versatile usage 3) Create better storage in appropriate adjacent areas 4) Main ballroom- update lighting, appropriate flooring, repainting, window treatments create flexible spaces Gym/ Fitness Center, Bathrooms, and Locker Rooms 1) Reconfigure entire space to create unified gym area with an additional dedicated room for classes. 2) Bathrooms, locker rooms, spa area, shower rooms, sink areas reconfigure space update materials, i.e. plumbing, flooring, lighting, fixtures, etc. All current state and federal codes should be reviewed and materials selected based on existing design codes for accessibility, low maintenance, energy efficiency Arts and Craft Rooms 1) Usage should be determined for both areas and reconfigured accordingly with improved lighting and storage. Atrium 1) Entire area needs to be examined and repurposed for added usage. 2) Major renovation area: a)Extending the existing lobby b)Removing existing materials and creating flexible space and storage within the existing atrium space Access 1) Eliminate ramps. If necessary, provide additional elevator. Additional Areas Adjacent to Clubhouse Café 1) Update interior space. 2) Extend café into outdoor space adjacent to pool area. Outdoor Pool 1) Update existing seating area around pool.

Exhibit B - State of Florida Licenses

Exhibit C - Certificates of Insurance

CONTACT Rick Hansen NAME: PHONE (A/C, No, Ext): (305) 674-9998 E-MAIL ADDRESS: rick@hanseninsurancefl.com

Pierce Architectural Group 151 NW 5th Ave #314 Delray Beach, FL 334833 954.763.4668

Hansen Insurance, LLC 4590 N. Meridian Avenue Miami Beach, FL 33140 A307619

INSURER A :

INSURED

INSURER B :

Formica & Associates, Inc.

INSURER C :

3600 NW 2nd Avenue

ACORD

07/02/18

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER

Client#: 1054978

DATE (MM/DD/YYYY)

CERTIFICATE OF LIABILITY INSURANCE

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

(305) 674-9998

INSURER(S) AFFORDING COVERAGE

NAIC #

Travelers Property Casualty Co Liberty Insurance Underwriters The Phoenix Insurance Company

25674 19917 25623

COVERAGES

TYPE OF INSURANCE

ADDL SUBR INSD WVD

POLICY NUMBER

REVISION NUMBER:

POLICY EFF POLICY EXP (MM/DD/YYYY) (MM/DD/YYYY)

OCCUR

660-1D901353-PHX-18

5/6/2018

5/6/2019

GEN'L AGGREGATE LIMIT APPLIES PER: PROPOLICY LOC JECT

INSURED

660-1D901353-PHX-18

INSR LTR

LIMITS

MED EXP (Any one person)

PERSONAL & ADV INJURY

GENERAL AGGREGATE

PRODUCTS - COMP/OP AGG

5/6/2018

5/6/2019

COMBINED SINGLE LIMIT (Ea accident)

BODILY INJURY (Per person)

1000000 100000 5000 1000000 2000000 2000000

PROPERTY DAMAGE (Per accident)

EACH OCCURRENCE

EXCESS LIAB

CLAIMS-MADE

AGGREGATE

Professional Liability

1/9/2018

1/9/2019

E.L. DISEASE - POLICY LIMIT

AEX101318-0005

4/2/2017

4/2/2019

E.L. DISEASE - EA EMPLOYEE $

each claim annl. aggr.

COMMERCIAL GENERAL LIABILITY

POLICY NUMBER

X 6609B393775

POLICY EFF POLICY EXP (MM/DD/YYYY) (MM/DD/YYYY)

06/19/2018 06/19/2019

OCCUR

GEN'L AGGREGATE LIMIT APPLIES PER: PROPOLICY JECT LOC

LIMITS EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence)

$ 1,000,000

MED EXP (Any one person)

$ 10,000

$ 1,000,000

PERSONAL & ADV INJURY

$ 1,000,000

GENERAL AGGREGATE

$ 2,000,000

PRODUCTS - COMP/OP AGG

$ 2,000,000 $

AUTOMOBILE LIABILITY ANY AUTO OWNED AUTOS ONLY HIRED AUTOS ONLY

SCHEDULED AUTOS NON-OWNED AUTOS ONLY

COMBINED SINGLE LIMIT (Ea accident)

BODILY INJURY (Per person)

BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident)

EACH OCCURRENCE

$1,000,000

UMBRELLA LIAB EXCESS LIAB

OTHER

E.L. EACH ACCIDENT

REVISION NUMBER:

OTHER:

$ PER STATUTE

UB-0J860033-18-47-G

INSURER E :

ADDL SUBR INSR WVD

TYPE OF INSURANCE

OCCUR

N/A

INSURER D : AXIS Insurance Company

CERTIFICATE NUMBER:

CLAIMS-MADE

1000000

BODILY INJURY (Per accident) $

UMBRELLA LIAB

DED RETENTION $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below

INSURER C : Hartford Casualty Insurance Company

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

ANY AUTO SCHEDULED AUTOS NON-OWNED AUTOS ONLY

NAIC #

25623 25658 29424 37273

INSURER B : Travelers Indemnity Company

MUEngineers, Inc. 3440 NE 12th Ave. Oakland Park, FL 33334 COVERAGES

EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence)

OTHER: AUTOMOBILE LIABILITY

OWNED AUTOS ONLY HIRED AUTOS ONLY

INSURER(S) AFFORDING COVERAGE

INSURER F :

CERTIFICATE NUMBER:

COMMERCIAL GENERAL LIABILITY CLAIMS-MADE

FAX (A/C, No):

813 321-7500

INSURER A : Phoenix Insurance Company

INSURER F :

CONTACT NAME: PHONE (A/C, No, Ext): E-MAIL ADDRESS:

USI Insurance Services, LLC 1715 N. Westshore Blvd. Suite 700 Tampa, FL 33607 813 321-7500

INSURER E :

FL 33134

7/03/2018

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s). PRODUCER

FAX (A/C, No):

DATE (MM/DD/YYYY)

INSURER D :

Boca Raton

MUENGINC

CERTIFICATE OF LIABILITY INSURANCE

1000000 1000000 1000000 1000000 1000000

OCCUR

X CUP0L527681

06/19/2018 06/19/2019

CLAIMS-MADE

X RETENTION $10000 DED WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE N/A OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below

D Professional Liability

$ 1,000,000

AGGREGATE

X 21WECAR3759

05/05/2018 05/05/2019 X

PER STATUTE

E.L. EACH ACCIDENT

AEA000160032017

OTHER $ 1,000,000

E.L. DISEASE - EA EMPLOYEE $ 1,000,000 E.L. DISEASE - POLICY LIMIT $ 1,000,000 10/15/2017 10/15/2018 $2,000,000 per Claim $2,000,000 Annl Aggr.

DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

Project: Clubhouse renovation Professional Liability insurance is written on a claims-made and reported basis.

RE: Clubhouse Renovation. The General Liability policy includes an automatic Additional Insured endorsement that provides Additional Insured status to the Certificate Holder, only when there is a written contract that requires such status, and only with regard to work performed on behalf of the named insured. Professional Liability coverage is written on a claims-made basis. CERTIFICATE HOLDER

CERTIFICATE HOLDER

Huntington Pointe Association Inc. 6251 N. Oriole Blvd. Delray Beach, FL 33484

Huntington Pointe Association, Inc. c/o Mr. Marvin Chery Campbell Property Management 6251 N. Oriole Blvd. Delray Beach, FL 33484 ACORD 25 (2016/03)

CANCELLATION

CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE

Huntington Pointe Association, Inc. c/o Mr. Marvin Chery Campbell Property Management 6251 N. Oriole Boulevard Delray Beach, FL 33484

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE

1 of 1 #S23449342/M23331127

The ACORD name and logo are registered marks of ACORD

KZAZP

Exhibit D - Sample Cash Outlay Projection Preliminary Procurement and Construction Cash Outlay Schedule This payment schedule is based upon the project time-line, required payments to vendors, material men, and progress of work completed. The total budget for the hypothetical project is $1,534,000 +/-.

Pre-Construction Procurement

$307,862

May

Construction

$307,862

June

July

$17,659

$296,053

August

$98,608

Sept.

Closeout

$144,933

Oct.

$3,187

Nov.

$193,240

Dec.

$164,471

January

February

Exhibit E - Sample Field Report

,ƵŶƟŶŐƚŽŶ WŽŝŶƚĞ ůƵďŚŽƵƐĞ ϲϮϱϭ E͘ KƌŝŽůĞ ůǀĚ͘ ĞůƌĂǇ ĞĂĐŚ͕ &> ϯϯϰϴϰ

Exhibit H - Project Imagery

TRANSFORMATION

Patio Loggia (before)

Patio Loggia (after)

Exhibit H - Project Imagery

TRANSFORMATION

Media Room (before)

Media Room (after)

Exhibit H - Project Imagery

TRANSFORMATION

Event Room (before)

Event Room (after)

Exhibit H - Project Imagery

TRANSFORMATION

Lobby (before)

Lobby (after)

Exhibit H - Project Imagery

TRANSFORMATION

Card Room (before)

Card Room (after)

Exhibit H - Project Imagery

TRANSFORMATION

Foyer (before)

Foyer (after)

Exhibit H - Project Imagery

TRANSFORMATION

Grand Lounge (before)

Grand Lounge (after)

Exhibit H - Project Imagery

TRANSFORMATION

Lobby (before)

Lobby (after)

Exhibit H - Project Imagery

TRANSFORMATION

Lobby (after)

Thank You!