Option A - Colby School District

COLBY SCHOOL DISTRICT
REQUEST FOR CONSTRUCTION MANAGEMENT SERVICES
Table of Contents
BACKGROUND / FIRM PROFILE....................................................................................................................... 1
Contact Information......................................................................................................................................... 3
Company History............................................................................................................................................. 3
Company Overview.......................................................................................................................................... 4
EXPERIENCE....................................................................................................................................................... 7
Durand School District - Caddie Woodlawn Elementary................................................................................... 9
Whitehall Elementary School........................................................................................................................... 9
Altoona School District.................................................................................................................................. 10
Osseo School District..................................................................................................................................... 10
PROJECT FEES................................................................................................................................................... 11
Project Fees.. .................................................................................................................................................. 13
PROFESSIONAL SERVICES.............................................................................................................................. 15
Pre-Referendum Services............................................................................................................................... 17
Proven Approach to Referendum Success....................................................................................................... 18
Cost Reporting & Tracking............................................................................................................................. 19
Estimating Accuracy and Project Savings....................................................................................................... 20
Schedule Management & Progress Meetings................................................................................................... 21
Project Reporting........................................................................................................................................... 22
Quality Control ............................................................................................................................................. 24
PROJECT PERSONNEL...................................................................................................................................... 27
Project Team.................................................................................................................................................. 29
Jason Plante.. .................................................................................................................................................. 30
Matt Faulkner. . ............................................................................................................................................... 31
Justin Geissler................................................................................................................................................ 32
WHY M&J........................................................................................................................................................... 33
Why M&J.. ..................................................................................................................................................... 35
REFERENCES..................................................................................................................................................... 37
Similar Projects.............................................................................................................................................. 39
References. . .................................................................................................................................................... 40
What Our Clients Are Saying.. ........................................................................................................................ 41
Background / Firm Profile
Menomonie High School • Menomonie, Wisconsin
Menomonie High School • Menomonie, Wisconsin
BACKGROUND / FIRM PROFILE
CONTACT INFORMATION
FIRM NAME: Market & Johnson
OFFICE LOCATIONS
Eau Claire Office
2350 Galloway Street
P.O. Box 630
Eau Claire, WI 54702-0630
Phone: 715.834.1213
Fax: 715.834.2331
La Crosse Office
1652 Lakeshore Drive
P.O. Box 2769
La Crosse, WI 54602-2769
Phone: 608.784.5000
Fax: 608.782.7873
Minnesota Office
651 Hayward Ave. North
Oakdale, MN 55128
Phone: 651.340.6146
Fax: 651.846.56073
COMPANY HISTORY
Since 1948, Market & Johnson has been providing western
Wisconsin with quality construction services. Our firm was founded
on three basic principles, quality, dedication, and integrity. It is these
same principles that have allowed Market & Johnson to grow and
become one of the most respected contractors in the state.
Market & Johnson has operated as a family business until early
2001 when Dan Market offered ownership opportunities to four key
employees, Steve Breitenfeldt, Ron Dulitz, Gary Carlson, and Don
Carlson (all have since retired). Together they had over 150 years
of combined construction experience and became involved with
the day to day management of the firm. This new ownership team
maintained our small town family atmosphere and has added many
years worth of experiences to it. In 2004 and 2006 respectively,
Jerry Shea and Matt Faulkner also became partners in ownership.
In January 2012, Mike Seichter, Kevin Renley and Jason Plante
joined the ownership team.
Today’s ownership team pictured (from left to right)
sitting in front are Jerry Shea and Dan Market.
Standing in back row are Matt Faulkner, Kevin
Renley, Mike Seichter, and Jason Plante.
The firm’s business philosophy is simple; we are in the business
of building relationships. These relationships are based on
trust, honesty, commitment to excellence, and a sincere desire to
satisfy every one of our clients. We work together as a team with
the owner and architect to make sure every project exceeds our
expectations. Today, Market & Johnson operates offices in three
locations—Eau Claire and La Crosse, Wisconsin and Oakdale,
Minnesota. We employ approximately 400 employees, most of
which is comprised of our highly trained field workforce. Our
firm is western Wisconsin’s largest Construction Management and
General Contracting firm and has shown steady growth since we
were established over 68 years ago.
Colby School District | pg. 3
BACKGROUND / FIRM PROFILE
COMPANY OVERVIEW
Our mission statement, Adding Value to Everything We Do is the guiding policy that influences all our services. When you are
engaged with the Market & Johnson project management team, you will find a group of professionals that will lead you through every
step of the construction process.
Our team of professionals will provide the highest quality services from start to finish such as:
Pre-Referendum Specialists
Our team of professionals will work very closely with you, the architect and your financial advisor
Baird to customize a pre-referendum process that will result in a successful passage of your project.
There are no two communities that are the same, nor two referendums that are the same but our
team will incorporate our proven successful services to develop a plan that works for the Colby
School District. The same techniques and communication tools that successfully passed over 90% of
our referendums last April will be utilized to make certain that the community of Colby recognizes
the need, understands the importance and recognizes that we have been sensitive to the project costs.
We want to build confidence with the community that your team has reviewed all options and ideas
and have come up with the most organized, well thought out plan.
We often utilize 3D
modeling on many of our
projects and have found it
to be a useful tool during
the planning and design, as
well as during construction.
Construction Management Expertise
Over 90% of our work is providing cost effective solutions by utilizing our construction
management tools and resources. Once the referendum has passed, our professionals will take the
lead in ensuring a cost effective project is developed, maximize the bidding opportunities for area
subs, manage all construction activities and drive the schedule, quality and project safety on site. No
other firm will provide a more hands on approach to managing your project.
Cost Estimating
All projects, large or small, operate within a finite budget. Compromise, creativity, cost-cutting,
and value judgements are a normal part of the design process. Finding the balance between creative
design, quality appearance, durable construction, and value comes with experience and practice.
Helping our clients make value judgements starts at the programming phase and endures until the
building’s grand opening day and beyond. Our team has the unique ability to provide accurate
preliminary estimates, backed up by a proven track record of creating project efficiencies resulting
in real cost savings.
Value Engineering
As your construction expert, we will work closely with the project team to evaluate and develop
different options, alternative and ideas on the best way to cost effectively complete your project. A
building project is developed with hundreds of options to accomplish the project goals. Our role is to
identify those options, provide accurate up front and life-cycle costing and allow the team to make
educated decisions. We manage that process throughout the entire project, not just during the design
as many good cost savings opportunities come when actual construction is going as well.
Building Information Modeling (BIM)
We are experienced and have the capabilities to do 3D Modeling, in fact we often utilize 3D
modeling on many of our projects and have found it to be a useful tool during planning and design,
as well as during construction.
LEED and Green Initiatives
Market & Johnson has been practicing sustainable construction processes for many years. We
employ four LEED accredited professionals and have completed dozens of projects that are either
certified or are certifiable. We will work closely with the design team to incorporate LEED items
that are cost effective and have a realistic payback period. We have found in our experience that
it is easy to accumulate LEED points, but we pride ourselves in incorporating the items that are
providing the largest returns for our clients in the areas of shorter paybacks, lower upfront costs,
more durability, and better for long term maintenance.
Bid Solicitation
Our philosophy is to assure you that all capable subcontractors, equipment providers, and material
suppliers are knowledgeable of your project and invited to bid on their respective divisions of
work. We utilize the various Builders Exchanges, Dodge Reporting Service, Market & Johnson’s
own in-house “Bid Notification Software,” and direct phone contacts. As design nears completion,
an appropriate list of bidders is identified, pre qualified, and recommended.
Buying Power
As the area’s leader, Market & Johnson has buying power from subcontractors and material
suppliers that is unmatched in the industry. This buying power is evident in not only our
competitiveness, but also our record of project savings.
Our safety program is
based on continual training,
on-site evaluation, site
specific plans and a
motivational incentive plan.
Project Cost Controls
Controlling project costs is always an owner’s major concern. Our team is always on top of cost
controls by performing weekly and monthly reports to compare the budgeted costs to the actual
costs. This process acts as a proactive means to “red flag” any potential problem areas.
Project Scheduling
Market & Johnson is known for completing projects on time by developing realistic schedules and
then adhering to them. Our success is a direct result of thorough scheduling and planning up front,
and consistent schedule monitoring during all phases.
Project Safety
Our full time safety director leads a very proactive safety program that produces positive results
and creates safe projects. Our safety program is based on continual training, on-site evaluation,
site specific plans and a motivational incentive plan. Preplanning is also a major component of our
program. By proper planning we are able to create plans for those activities that possess a safety
risk. We then can develop a specific training for that activity ahead of time.
Project Communication
Market & Johnson has developed a tool that is web based, available 24 hours a day, and is easy
for clients, subcontractors and architects to use. Our system provides access to all project data,
schedule, budgets, RFI, PR, meeting minutes.
Project Close Out
The project close-out phase may seem rather small when compared to the scope of your entire
project, but we feel very strongly that this phase is vitally important to bringing a project to a
satisfactory completion. Our team will work diligently to accomplish items such as punch list
items, system start-up and testing, and exploring potential extended warranties.
As an added precaution, an Eleventh Month Inspection will be completed where our team will
review the entire project, looking for anything that may fall within the minimum one-year
warranty period. This time frame allows us the opportunity to make any needed corrections and
have them fall within the minimum one-year warranty period.
Colby School District | pg. 5
Experience
Whitehall Elementary School • Whitehall, Wisconsin
Whitehall Elementary School • Whitehall, Wisconsin
EXPERIENCE
DURAND SCHOOL DISTRICT - CADDIE WOODLAWN ELEMENTARY
DURAND, WISCONSIN
Durand hired Market & Johnson to lead their entire process from start to finish. We assisted in the selection of an architectural
partner and were involved with every aspect of the pre-referendum process including all community communication (mailers,
flyers, open houses, community Ad Hoc Committee, Yes Committee, etc...). The project consists of a consolidation of facilities
from three to two school buildings. The first is a major addition and renovation of their elementary school. The second project is a
remodeling and renovation of the middle and high school that includes an updated science wing, locker rooms, district office, and
other key areas.
“Market & Johnson played a key role during the pre-referendum
phase in creating a successful plan for us.”
Greg Doverspike
District Administrator, School District of Durand
WHITEHALL ELEMENTARY SCHOOL
WHITEHALL, WISCONSIN
Our team led this project from the start where we helped with the selection of the architect and provided all pre-referendum
services. Our professionals created the pre-referendum tools including mailings, posters, and communication tools, as well
as organizing community open houses. The construction was significantly under budget and completed within schedule. It
involved the closing of Pigeon Falls Elementary School and a new addition to the existing middle / high school for a new
elementary wing and commons area.
Colby School District | pg. 9
EXPERIENCE
ALTOONA SCHOOL DISTRICT
ALTOONA, WISCONSIN
The Market & Johnson team was involved with the development, pre-referendum
services and construction management of the new elementary school, as well as
the remodeling of the high school and major renovations to the middle school.
Our team assisted in all pre-referendum services and to pass a successful referendum
and have provided construction management services for all construction activities.
Altoona is a long standing repeat client of Market & Johnson.
OSSEO SCHOOL DISTRICT
OSSEO, WISCONSIN
OUR G
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OUR GOAL IS TO INFORM YOU!
The professionals at Market & Johnson led this
project by conducting a facilities study, identifying
and prioritizing needs, developing accurate budgets
and provided successful pre-referendum services to
pass their referendum. The projects involved updating
and renovations to all their district facilities. All the
projects were completed under budget and within the
summer time frame.
WHY ARE WE PUTTING MONEY INTO THE FAIRCHILD
ELEMENTARY SCHOOL?
Fairchild Elementary School is an important part of our school
will be a small part of the total dollars in this referendum.
Without the Fairchild school, we would not have room in our
Osseo Elementary School for all of the students, and we would
run the risk of losing Fairchild students to other districts. Our
student enrollment is a key factor in how our state aid amount
WHY DO WE NEED TO ALREADY BE FIXING ROOFS? ESPECIALLY THE
HIGH SCHOOL?
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Colby School District | pg. 10
Project Fees
Northern Hills Elementary School • Onalaska, Wisconsin
Northern Hills Elementary School • Onalaska, Wisconsin
BUDGET & FEES
PROJECT FEES
COLBY SCHOOL DISTRICT— PROPOSED SERVICES
Pre-Referendum Phase
• All pre-referendum services
• Detailed cost estimating and budgeting for all projects
• Material and systems review—compare cost to budget
• Value Engineering and cost alternative options
• Project scheduling/phasing
• Development of bid packages
• Advertisement for bids
• Utilize M&J invitation to bid system
• Qualification of all bids
• Award bids with school’s approval
• Establish a Guaranteed Maximum Price
• No fee until referendum is passed
Construction Phase
• Manage all subcontractors
• Manage all material suppliers
• On-site supervision
• Project safety
• Quality control
• Project communication and reporting
— RFI, PR, change orders, schedule, budget, daily log
— Communicate with school staff on potential disruptions
• Tax Savings with owner purchase system—Market Materials
WHAT IS COST & WHAT IS FEE?
Project Cost
• Subcontractors
• Materials
• On-Site Labor / Supervision / Management
• On-Site Equipment
• Basically everything that occurs on site
Project Fee
• Company Overhead and Profit
• Project Administration
• Project Accounting/Owner Purchase
• Basically everything that occurs off site
• Manage project schedule
Benefits
• Construction expert on team early to assist in making sure
projects are designed in the most efficient manner to construct
• Establish accurate costing data & options early during design
to lower overall costs
• Open book allows the district to benefit from any cost savings
• Qualified construction partner can assure your schedule,
quality and cost expectations are met.
Construction Fee
• Completely open book
• All cost savings returned back to the school district
• Contractor fee of cost plus 1.95% - once construction starts
• At Risk (No Fee) for pre-referendum phase services
Colby School District | pg. 13
Professional Services
Irving Pertzsch Elementary School • Onalaska, Wisconsin
Irving Pertzsch Elementary School • Onalaska, Wisconsin
PROFESSIONAL SERVICES
PRE-REFERENDUM SERVICES
Market & Johnson takes the approach to referendums in that
our role is to provide accurate, well thought out information and
educate people, rather than sell them on a project. One of the most
important roles we play in the referendum process is to ensure
that we are providing accurate budgets, have evaluated alternate
options, have a cost efficient design, and that our process has
been detailed enough so the team has educated answers to any
questions that may arise from the public.
Once the details are in place there are a number of tools and
resources that we can assist with to present that information. As
a client of Market & Johnson, you will have access to our full
graphic design department to support the project team with the
production of newsletters, mailings, PowerPoint presentations,
graphics, and other materials.
We will work closely with you to provide assistance with the
materials you need to inform the community about your needs
and the potential solutions. We will also work with you to
develop community leadership teams that will be a sounding
board to help guide and be a voice of the community.
Our professionals are skilled at presenting technical,
detailed information in simple, understandable ways
for the public and are always available for community
organization presentations, community open houses
and other events where we bring targeted groups in to
educate them on the project.
Our professionals can help coordinate 3D models if you decide
they would be an effective tool. A 3D model provides a great visual tool for people to “walk through” the
building and get a good handling of what their tax money is being spent on.
Our professionals are skilled at presenting technical, detailed information in simple, understandable
ways for the public, and are always available for community presentations, open houses and other events
where we bring targeted groups in to educate them on the project. We have a long history of providing
support for our projects. From all the community presentations for the Eau Claire County Jail project to
community open houses for the Whitehall Elementary School project, to writing a newspaper story for
Western Technical College on the Right Time To Build—we will be there to help support you in any way
possible.
When it comes to referendum services the options are endless and the most important task is to form
a game plan for what best fits your audience. Some projects require sales pitch, some require good
information, some want high tech tools to present, while others want to keep it low key. At the end of
the day, the project team, including the owner, needs to decide the best fit and then develop the tools and
resources to accomplish it.
To be successful during the pre-referendum process ask the simple questions as well as make sure the message
is clear and the cost is never trivialized. Have focused communication so the need is clear and generally
accepted, and remember that no voter is ignored.
Colby School District | pg. 17
PROFESSIONAL SERVICES
PROVEN APPROACH TO REFERENDUM SUCCESS
Project Initiation
It all starts with input, options, thoughts and ideas
from your stakeholders. We begin by capturing
this input from everyone from staff to parents,
from community leaders to your school board and
everyone in between. We take this approach because
we feel our role is to make sure all options and ideas
are considered. As we go through the process, if
anyone is ever asked “did you think of this?” the
answer is a resounding YES! All this information
acts as a brainstorming session and often times great
ideas are developed by these ideas and thoughts.
Creation of a Community Plan
How the needs and messages are communicated
to everyone in the Colby community is vital.
Our approach is there are no two school districts
or communities that are the same, so our
communication plan for your project will be
customized by the most effective way to inform
your community. By blending all the graphic tools
we bring (mailers, flyers, posters) with community
open houses and a community outreach program,
we will develop a winning strategy for you. We like to develop a Community Ad Hoc Committee that acts as a conduit between
the Board and community, not only for generating ideas but also for bouncing ideas off them and utilizing them as an informal
Yes Committee. In some programs, this committee actually becomes an official active Yes Committee. Again, no two plans are
the same, but our team will assist in developing a winning program for you.
Balance Wants, Needs and Costs
As the process continues, the wants will outgrow the needs and will likely surpass the budget. Our role is to assist in prioritizing
items, balance them all and provide very accurate costing data that we can blend with your financial projections from a firm
like Baird, and make your project a success. We have never been over budget on any referendum project in our history and that
success is driven by balancing everything up front during the pre-referendum stage
Develop Options and Alternate Solutions
As we evaluate ideas and solutions, our role then turns to identifying options and alternates within the solution to achieve the
same results, but maybe save money. This money can be reinvested in other areas or simply lower costs. Within every building
project is a tremendous amount of opportunity to save money, from materials selected to systems that are designed to the layout
of rooms, our team will work with the project team to identify all those opportunities so you can make wise decisions.
Be Your Resource
Most importantly, throughout the entire process from start to finish, we will be your advocate and always manage the process
with your best intentions as our number one priority. We will focus on adding value at every stage of the process and always be
sensitive to the fact that this is a project for the entire community and every voice should be heard.
COST REPORTING & TRACKING
Our team utilizes a
sophisticated budgeting
approach to develop the
most cost-effective project.
The largest impact that we
can have is during design,
so we concentrate our
focus on these areas in
order to keep your project
under budget.
All projects, large or small, operate within a finite budget. Compromise, creativity, cost-cutting,
and value judgements are a normal part of the design process. Finding the balance between
creative design, quality appearance, durable construction, and value comes with experience and
practice. Helping our clients make value judgements starts at the programming phase and endures
until the building’s grand opening day or beyond.
Budget management and control has become a major challenge for most owners. Establishing a
budget prior to the design process on preliminary information with little flexibility for change or
growth can quickly make an opportunity a constraint. We approach budget control by providing
as much information as possible to you so that good decisions can be made. This information is
based on experience and input from architects, contractors and consultants.
Budgeting Process
SCHEMATIC
DESIGN BUDGETS
DESIGN
DEVELOPMENT BUDGETS
FINAL
CONSTRUCTION BUDGETS
At this point the
RANTEE
UA
drawings are
complete and our
budgets have
been fine tuned
A
XI
to a point that the
I
MUM PR
project is ready for
the bidding process. Our
firm will solicit bids on the work and
will be able to determine a Guaranteed
Maximum Price during this phase.
You will have the ability to review all
the bids received and will have the
flexibility to select the contractors that
you want to work with. Our team will
evaluate all the bids so you can feel
confident in the subcontractor team
and the overall project costs.
E
C
Our team is now able
to provide very detailed
budgets. The estimates are
based on actual quantity
take offs and actual product
costs. The budgets become
very accurate at this point
so the detailed process
of value engineering,
material evaluation and
systems analysis can occur.
All of these can have a
tremendous impact on the
overall project costs.
D
As the design becomes
more detailed, our ability to
budget does as well. During
this phase, our budgets will
begin to show the divisions of
work and will become more
detailed and broken down into
specific areas. We can start
to budget specific material
and can begin to evaluate
some of the systems options
that may be available for the
project (HVAC, Electrical and
Plumbing needs).
M
The very first step in our
estimating approach is to
develop a very preliminary
design, floor plan and
potential exterior elevation
and then utilize our historic
cost database to develop
a preliminary square foot
budget. This provides a
baseline as to owners’
expectations and the
preliminary design and allows
the team to begin evaluating
the most cost effective
manner to design and build
the project.
G
CONCEPTUAL
DESIGN BUDGETS
Colby School District | pg. 19
PROFESSIONAL SERVICES
The needs, wants and opportunities will make budget a key design criteria throughout the project. Scope, quality and provisions
for future opportunities will be evaluated at each phase and resolved before proceeding to the next phase. It is never easy to “take
things out” of a project — but if revisions or reductions are based on the project’s clearly articulated objectives, strategy and
vision, then every decision has a standard evaluation process.
Estimating is a continual process. Individual systems are compared to alternatives, and each finish selected by comparing several
manufacturers. The level of detail continues to be refined as the documents are completed. We will provide estimates at the
completion of each phase and will continually update and price alternates throughout the process.
ESTIMATING ACCURACY AND PROJECT SAVINGS
Our team has the unique ability to provide accurate preliminary estimates, backed up by a proven track record of creating
project efficiencies resulting in real cost savings. Our team is the only one that can combine all the above critical components
to this process.
With many of our recent projects, our summary reports have shown savings in various areas, which has allowed the owner the
ability to enhance the project in other areas.
Results:
Our firm is proud of our proven track record of delivering projects within budget and often times under budget.
Below is a partial list of project savings recently returned to our clients.
PROJECT
Spooner High School
Spooner Middle School
Bangor Elementary Addition/Remodel
Immaculate Conception Gym Upgrade
Eau Claire Memorial High School
Luther Emergency Department
Burnett Medical Center
Vernon Memorial MOB
Vernon Memorial Phase 1
Hayward Hospital
Luther Cath Lab
CVTC Health Education Center
CVTC Job Center
Jackson Electric Cooperative
Chequamegon Telephone
CONTRACT
$ 25,000,000
$ 5,000,000
$ 4,248,566
$ 252,424
$14,930,994
$ 30,000,000
$ 10,575,130
$ 17,740,000
$ 3,032,080
$ 5,659,558
$ 3,000,000
$ 6,878,658
$ 1,098,700
$ 3,013,853
$ 3,695,840
SAVINGS
$ 980,000
$ 20,000
$ 47,896
$ 34,311
$ 98,355
$ 450,000
$ 206,733
$ 250,000
$ 100,000
$ 25,000
$ 185,000
$ 110,000
$ 27,800
$ 24,640
$ 80,000
Detailed Cost Estimating:
As drawings and specifications are developed, the schematic design estimate is refined and updated. Using information
regarding quantity surveys, previous cost data, current market pricing and features unique to the project, a realistic
construction estimate is developed. An actual takeoff will be performed and will provide a very accurate cost estimate. In our
opinion, a detailed cost estimate should be completed when the construction documents are at the 50% complete point and
again at the 80% complete point.
SCHEDULE MANAGEMENT & PROGRESS MEETINGS
Primary Milestone Project Scheduling
After consulting with the team, a preliminary project schedule is
submitted indicating major milestone dates for design, bidding,
construction, occupancy, and other key items. This schedule will direct
the entire project team towards answering questions regarding potential
phasing or the need to pre-order long lead time items.
If phasing appears to be required, the project team will develop
a strategy to concentrate on the construction documents and
specifications to price out and potentially begin the physical
construction of various portions of the project. For example, creating an
early site preparation bid package can typically save several weeks of
on-site construction. If there are any long lead time item concerns, the
project team will develop the product specification and quantity takeoff of those items for early bidding and product procurement.
Master Project Scheduling
As the design proceeds and building parameters are identified, the
earlier primary milestone project schedule is expanded with a detailed
critical path method (CPM) schedule for design and construction. This
CPM schedule analyzes the time required for each activity and refines
time requirements for each team member and trade contractor. Longlead material and equipment purchase recommendations and deliveries
will be identified. Once subcontractor bids are received, the schedule
will be reviewed with the major subcontractors to assure the allotted
time will be adequate. If need be, refinements can be made at this early
point to produce a project that can be completed on time.
Recently Lean Construction scheduling processes have been utilized
to coordinate delivery of materials and equipment to optimize the use
of on-site labor. Market & Johnson is committed to utilizing this type
of scheduling process to maintain a smooth project flow while at the
same time maximizing labor cost savings.
Five-Week Focused Schedule
Market & Johnson utilizes a written five-week look ahead schedule in addition to our overall plan. Created by our site
supervisors, the five-week look ahead schedule is utilized by the field crews to identify in detail the flow of the project and
the expected progress of the work they are currently involved in. It also supports contingency planning in case delays arise,
and forces all trades involved with the project to continually evaluate and reforecast their work. This very detailed schedule is
used in the weekly progress meetings and identifies all of the little things that must be completed and by when. Along with the
weekly labor hour report, this is the first line of defense for keeping the project on schedule.
Weekly Project Coordination Meetings
Once construction begins, weekly coordination meetings are scheduled. Attendees for these meetings include representatives
from the owner, the architectural/engineering team, the construction manager, subcontractors active on the project, and any
needed equipment and material supplier representatives. These meetings will be the backbone for monitoring all project issues
as they relate to RFI responses, project scheduling, project change status, cost control issues, and quality issues. Meeting
minutes are available within a day of each meeting on our collaboration software.
Colby School District | pg. 21
PROFESSIONAL SERVICES
PROJECT REPORTING
Controlling project costs is always an owner’s major concern. Our team is always on top of cost controls by performing
weekly and monthly reports to compare the budgeted costs to the actual costs. This process acts as a proactive means to
“red flag” any potential problem areas. Our main reporting systems include:
Weekly Labor Cost Reports
Every week our field supervisors will receive a report that indicates
the estimated hours, actual hours used and projected hours to
complete for the literally hundreds of work phases on the project. This
is the first line of defense in not allowing a project’s labor costs to get
out of control. This report is used if we self perform the work with
M&J employees.
Weekly Job Costs Reports
Our project managers will have weekly reports that indicate not
only where the labor hours are, but also the status of material costs,
equipment costs, and indirect costs. Our project managers will monitor
your project on a weekly basis and react to those areas that show signs
of concern.
Weekly & Monthly Summary Report
As owner, you can receive weekly or monthly reports that summarize
the entire project indicating the estimated costs, actual costs and
projected costs. With many of our recent projects, these reports have
shown savings in various areas, which has allowed the owner the
ability to enhance the project in other areas.
Executive Summary Report
This communication tool is a high-level review of all major
components of your project.
Primary Milestone Project Scheduling
After consulting with the team, a preliminary project schedule is submitted indicating major milestone dates for
design, bidding, construction, occupancy, and other key items. This schedule will direct the entire project team towards
answering questions regarding potential phasing or the need to pre-order long lead time items.
If phasing appears to be required, the project team will develop a strategy to concentrate on the construction documents
and specifications to price out and potentially begin the physical construction of various portions of the project. For
example, creating an early site preparation bid package can typically save several weeks of on-site construction. If there
are any long lead time item concerns, the project team will develop the product specification and quantity take-off of
those items for early bidding and product procurement.
24/7 Focal Communication
We have used many on-line collaboration tools over the years and have found that most of them sound great, but are difficult to use
and therefore don’t get used after they are set up. For that reason, we have developed a tool that is web based, available 24 hours a
day, and is easy for clients, subcontractors and architects to use. Our system provides access to all project data, schedule, budgets,
RFI, PR, meeting minutes and is so user friendly that our clients actual use it and benefit from it.
For several years Market & Johnson has worked on keeping up with the newest tools in the industry. During that time, we found that
there were many solutions out there, but none of them truly met the objectives of our customers. For that reason we developed our own
solution and continue to enhance it.
Market & Johnson’s FOCAL Communication program is an online tool that provides our clients with a totally customizable tool
to meet all their communication needs. This online tool allows our clients 24-hour a day access to the information that they want
to see. Through secured access on our website, you will have the ability to view all the project information you want to see. From
drawings and budgets to schedules and RFI’s—you will have access to it all.
Functional—Our system is user friendly.
Outreach—Share whatever information you want with department heads, administration, etc.
Concise—See only what you want to see by customizing it to your needs.
Access—Easy access anytime anywhere.
Leverage—Leverage your decision making process by always having the information you need.
Focal Communication allows
our clients 24-hour a day
access to the exact information
that they want to see
Colby School District | pg. 23
PROFESSIONAL SERVICES
QUALITY CONTROL
Quality Policy
It is the policy of Market & Johnson to construct all building projects of such quality that
they reliably perform their intent to the standards that Market & Johnson is recognized
for within the construction industry. All contractual agreements, local, state, and federal
regulations, and Market & Johnson’s own quality standards will direct all projects.
In pursuit of this overall policy, it is the intent of Market & Johnson that:
• All building projects are regulated by any applicable laws and regulations quality
control standards.
• All building projects exceed the client’s expectations and thereby contribute positively
to Market & Johnson’s construction quality reputation.
• All sub contractors will be held to the same quality assurance standards and
regulations to assist in maintaining or exceeding Market & Johnson’s quality
reputation. These standards will be enforced regardless of project size, material used,
or location.
Responsibility and Authority
Market & Johnson utilizes a team approach in compliance with our quality assurance
program. The Vice President of Operations is responsible for the design and implementation
of all quality control and safety procedures. Project Managers are held responsible for the
implementation of these programs on each job site, and the Project Superintendent monitors
and enforces these procedures.
Any employee who finds a nonconforming process or procedure can initiate a change
request. These procedures will then be evaluated immediately by a Market & Johnson
management member. All conditions adverse to Quality Assurance and Safety that are not
resolved are reported to Market & Johnson’s Executive Committee to resolve the issue,
before it effects the project quality.
Resources
Market & Johnson utilizes several resources to ensure quality. These resources are
responsible for inspections, testing, and training.
To ensure proper quality control checks, Market & Johnson uses an independent testing
agency to test several processes. These processes include but are not limited to: concrete
slump and strength, soil testing, and steel strength, welds, and tension on bolts.
Market & Johnson’s employees are extensively trained to uphold our quality
standard. Our internal training program focuses on proper techniques, safety, and
quality standards. The training program focuses concrete crack controlling, studs and
drywall techniques, masonry procedures for flashing and cracking, and other relevant
procedures.
In compliance with our quality standards, Market & Johnson also rely on several
external training resources to properly train all personnel. Our employees go through
an extensive OSHA 10-hour training program, Supervisory Training Program though
AGC(Association of General Contractors), and periodic seminars on specific issues.
Quality and Safety audits are performed periodically and are evaluated. Weekly progress
meetings focus on quality assurance, safety compliance, and overall progress. Personnel
conducting the audits must be properly trained to evaluate that specific process.
Procedures
This Quality Assurance program is the designed to offer employees and clients the means to
understand Market & Johnson’s position on quality. Market & Johnson strives to consistently
maintain the highest level of quality and safety on all projects.
Our quality control procedures included but are not limited to the following:
• Contract Review
• Control of sub contractor
• Control of inspection & testing equipment
• Control of Quality Records
• Limited Design Control
• Corrective and Preventive Action
• Inspection and Testing Status
• Internal Audits
• Management weekly Review
• Product Identification and Handling
• Quality Control Training
• Safety Training
Quality Planning
Quality Planning is an integral part of Market & Johnson’s Executive Committee’s
responsibility. Market & Johnson makes use of extensive resources and existing procedures
(i.e., testing, inspection, and training) when performing our quality planning sessions.
Quality planning is an on-going focus and commitment of Market & Johnson.
Colby School District | pg. 25
Project Personnel
Bloomer Elementary School • Bloomer, Wisconsin
Bloomer Elementary School • Bloomer, Wisconsin
PROJECT PERSONNEL
PROJECT TEAM
Project Leadership
Jason Plante
Principal and Referendum
Matt Faulkner
Principal Construction Support
Justin Geissler
Project Manager & Cost Control
Jen Sonnentag
Graphic Design
Dean Griffith
Estimating & Cost Control
Specialized Support
Lori DeMotts
Community Communications
Mike Shea
BIM Specialist
Colby School District | pg. 29
PROJECT PERSONNEL
QUALIFICATIONS
• 15 years of construction experience
• Principal of Market & Johnson
• American Society of Healthcare Engineers (ASHE) Certified in Health Care
Construction/Infectious Control
• WHEA Certified for Healthcare Construction
• UW-Eau Claire – Eau Claire, WI
B.S. Degree Marketing and Management
• Serves on the Board of Directors for Boys and Girls Club and the Eau Claire
Economic Development Corporation
SELECTED PROJECT EXPERIENCE
JASON PLANTE
PRINCIPAL / PRE-REFERENDUM
MARKET & JOHNSON
Jason will lead the team during the
pre-referendum phase and be actively
involved with creating the plan to
successfully pass your referendum.
He has been successful in creating
community support at Whitehall,
Durand, Osseo, Altoona and is currently
working with Melrose-Mindoro on their
pre-referendum plans.
• Spooner High School – Spooner, WI
New high school
• Whitehall School District – Spooner, WI
Expansion to include elementary school and high school commons
• Bloomer Elementary School– Bloomer WI
New Elementary School
• Durand School District – Durand, WI
• Altoona School District – Altoona, WI
• Osseo School District – Osseo, WI
• Cray Crystal Project – Chippewa Falls, WI
Demolition and remodeling of existing facility
• D&S Manufacturing – Black River Falls, WI
Multiple additions to manufacturing areas
• Global Finishing Solutions – Osseo, WI
Addition and remodeling
• Royal Credit Union – Eau Claire, WI
New corporate office
• Spooner Health System – Spooner, WI
New replacement hospital
• Milt Lunda Ice Rink – Black River Falls, WI
New ice rink
• Lunda Community Center – Black River Falls, WI
New community center
• Prairie du Chien Memorial Hospital– Prairie du Chien, WI
Replacement hospital
• Hayward Area Memorial Hospital – Hayward, WI
Inpatient addition/surgical expansion, new Emergency Department
• Ashland Memorial Medical Center – Ashland, WI
Addition and renovation, Emergency Department expansion and renovation
• Water’s Edge – Hayward, WI
New nursing home and assisted living facility
• Park View Nursing Home – Woodville, WI
Addition and remodel of skilled nursing Facility
• Colfax Nursing & Rehabilitation – Colfax, WI
60,000 sq. ft. new nursing facility/RCAC
QUALIFICATIONS
• 25 years of construction experience
• Partner in Ownership of Market & Johnson since January 2006
• UW-Stout – Menomonie, WI
B.S. Degree Construction, Health & Pension
• Wisconsin Leaders’ Fund Management Trustee
• Current Vice President AGC of Wisconsin
• AGC Training - Basics of Comm. HVAC Systems, Building to LEED-NC,
BIM-101, SIR Masters Group, Project Management Forum
• UW-Stout Industry Advisory Board
MATT FAULKNER
PRINCIPAL IN CHARGE
MARKET & JOHNSON
As Principal In Charge, Matt will be
involved during the preconstruction phase
making sure effective budgeting and value
engineering options are developed. Matt
is experienced in all project activities
including budgeting, systems analysis,
value engineering, project scheduling, and
project administration throughout the entire
lifecycle of a project. Matt is a key member
of the management team and serves on
Market & Johnson’s Board of Directors.
• Leadership AGC, Leadership Eau Claire, Leadership Menomonie
• AGC Sir Council Board
• Past President Northwest Regional Builders Exchange
• American Society of Healthcare Engineers (ASHE) Certified in Health Care
Construction/Infectious Control
• WHEA Constructor Certification
• TEC - Vistage Member
• CPR/AED and First Aid Certified
SELECTED PROJECT EXPERIENCE
• Eau Claire School District– Eau Claire, WI
South Middle School restroom remodel, North High School band room
remodel, locker room remodel and flooring replacement
• CVTC– Eau Claire, WI
Health Education Center and numerous projects
• Osceola Athletic Complex– Osceola, WI
Multi-story press box, concessions, and restroom facility for new athletic complex
• Tiffany Creek Elementary– Boyceville, WI
Complete and demo, remodel, and re-roof of 55,000 sq. ft. school in 3 months
• Jordan Sands Wet and Dry Plant - Mankato, MN
Design and construction of a 300 tph wet plant, 75 tph dry plant and rail load
out facility
• 3M Company – Menomonie, WI
Numerous renovations & additions totally over $200M
• 3M Company - Cumberland, WI
Numerous renovations and upgrade projects
• 3M Company - Cottage Grove, MN
New multi-story facility to house fall protection division
• Mayo Clinic Health System - Northland – Barron, WI
ED Expansion and clinic addition & remodeling
• St. Croix Correctional Center Addition – New Richmond, WI
Two-story, plus basement, classrooms and dormitory addition
• Nestle USA – Eau Claire, WI (completed in BIM)
Plant expansion at 2 Eau Claire facilities totalling $273M
• Ashland Toyota Honda Scion – Ashland, WI
New auto dealership
• Black River Memorial Hospital – Black River Falls, WI
55,000 sq. ft. addition & 31,000 sq. ft. renovation
Colby School District | pg. 31
PROJECT PERSONNEL
QUALIFICATIONS
• 15 years of construction experience
• UW-Stout – Menomonie, WI
B.S. Degree Construction Management
• American Institute of Constructors (AIC) Certified
• Journeyman Carpenter – Local 1074
• Leadership Chippewa Falls
• AGC Project Management Course
• Concrete Mix Designs, World of Concrete
SELECTED PROJECT EXPERIENCE
JUSTIN GEISSLER
PROJECT MANAGER
MARKET & JOHNSON
As a Project Manager for Market &
Johnson, Justin is responsible for estimating,
managing and coordinating all project
services. Justin is experienced in all
project activities including budgeting,
systems analysis, value engineering, project
scheduling, and project administration
throughout the entire lifecycle of a project.
• Bloomer Elementary School– Bloomer WI
New Elementary School
• Altoona Elementary School - Altoona, WI
• Caddie Wood Lawn Elementary School - Durand, WI
• Durand High School - Durand, WI
• Eau Claire School District – Eau Claire, WI
Misc. projects, Sherman Elementary and Delong Middle School renovations
• CVTC BEC Lower Level Remodel - Eau Claire, WI
Remodel existing basement space into new department headquarters
• CVTC Fire Training Center - Eau Claire, WI
UL Fire testing lab
• CVTC Conference Center - Eau Claire, WI
Updated the old auditorium into state of the art conference center
• Central Wisconsin Cooperative– Iola, WI
New facility
• Clifton Larson Allen - Eau Claire, WI
New office buidout
• Keystone Lot 12 Office Building
New office building
• Global Finishing Solutions – Osseo, WI
Office Addition
• 3M – Menomonie, WI
Project Confidence, contractor entrance
• Markquart Motors– Chippewa Falls, WI
GM image upgrade
• Markquart Toyota– Lake Hallie, WI
New dealership
• Hutchinson Technology, Inc. – Eau Claire, WI
78,000 sq. ft. new Trace Plus Expansion facility
• Black River Falls Memorial Hospital – Black River Falls, WI
55,000 sq. ft. addition and 31,000 sq. ft. remodel
• ConAgra Foods, Inc. – Menomonie, WI
HVAC replacement, Alcove A, SDC compliance upgrades
• Nestle Foods, Inc. – Eau Claire, WI
Colby School District | pg. 32
Why M&J
Elk Mound High School • Elk Mound, Wisconsin
Elk Mound High School • Elk Mound, Wisconsin
EXECUTIVE SUMMARY
WHY M&J
Proven Pre-Referendum Services
Led by an owner of Market & Johnson, our team will be there every step of the way
for you. By providing expertise, guidance and the tools and resources to successfully
communicate to the Colby, community we will assist the team in developing the message
and support you by creating all the tools to educate the community about your needs. We
will gain the communities trust and confidence by creating options and always keeping a
sharp eye on project costs and do our best to create a plan where everyone’s voice is heard.
Our process has been successful in dozens of other districts and will be a valuable tool in
Colby as well.
More Sophisticated Resources
Our firm has a depth of resources that is unmatched in western Wisconsin and these
resources are what allow our professionals to over deliver on every one of our projects.
From in-house structural engineering to BIM, LEED and a very sophisticated scheduling
system, our tools and resources allow us to deliver all our project on time and within budget.
Our hands-on pre-construction
services range from a detailed
budgeting process to development
of cost options, to life cycle costing
and material analysis all with the
focus of balancing your wants and
needs with your budget.
School Experts
Our firm is a leader in the education market. During the school construction boom, we
constructed over $350 million in projects right here in west central Wisconsin over a 5-year
time period. Since the peak, our team has continued our services with successful projects for
school districts in Onalaska, Chippewa Falls, Menomonie, Siren, Spooner, Whitehall, Elk
Mound, Eau Claire, Bangor, Bloomer, Boyceville, as well as UW-Eau Claire, Chippewa
Valley Technical College, Winona State, and Western Technical College.
Ability to Minimize Changes
Our pre-construction services are very effective in identifying issues and construction
problems early in the design phase so then don’t become problems or change orders out
in the field where it costs the project time and money.
More Proven Pre-Construction Services
If you asked our clients or area architects what truly sets Market & Johnson apart from
the competition, they would say our pre-construction services. Our hands-on preconstruction services range from a detailed budgeting process to development of cost
options, to life cycle costing and material analysis all with the focus of balancing your
wants and needs within your budget. No other construction firm in western Wisconsin
has more effective solutions during the design phase to control costs, manage schedule,
and ensure your project is the most efficient to construct.
Open Book
Our process is 100% open book, you will see all costs, all subcontractor bids, time cards,
basically everything that goes into your project. You can be completely confident that
you are getting the best pricing you can receive and that the project is as cost competitive
as possible. We eliminate the low ball it to get it mentality, we eliminate the change
order them to death approach and simply work together as a team to develop a high
quality project that is within your budget.
The M&J Promise to Colby School District
We are very excited about the opportunity to build a relationship with the Colby
School District team and are eager to prove to you that our professionals will exceed
all your expectations. We will deliver the highest quality project, stay within your
budget, stay ahead of schedule and do all this while allowing you to focus on your
main day-to-day responsibilities. We pride ourselves in making the construction
process fun, not bogging you down with construction responsibilities, building your
confidence that it will be done right, and that we will be here today and in the future
to always support your needs.
Colby School District | pg. 35
References
Whitehall Elementary School • Whitehall, Wisconsin
Whitehall Elementary School • Whitehall, Wisconsin
REFERENCES
SIMILAR PROJECTS
Hayward
Webster
Land ‘O Lakes
Spooner
Siren
Wausaukee
Hudson
Eau Claire
Rochester, MN
Winona, MN
La Crosse
WISCONSIN
Eyota, MN
Madison
COMPLETE SCHOOL LISTING
• Altoona School District
Altoona *
• Almena School District
Almena
• Amery School District
Amery
• Augusta School District
• Cochrane-Fountain City
School District, Fountain City
• Colby School District
•Hudson School District
• River Falls School District
Hudson *
River Falls *
• Independence School District
• Rochester Public Schools
Colby
Independence
Rochester, MN
• Colfax School District
• La Crosse School District
• Royall School District
Elroy
• Siren School District
Colfax *
La Crosse
• Cornell School District
• Baldwin/Woodville School
District, Baldwin
• Bangor School District
• Dover-Eyota School District
• Ladysmith/Hawkins School
District, Ladysmith *
• Lake Holcombe School District
Eyota, MN
Lake Holcombe *
Somerset
• Durand School District
• Luck School District
• Spooner School District
Bangor
Durand *
Luck *
Spooner*
• Barron School District
• Eau Claire School District
• Menomonie School District
Barron
Eau Claire*
Menomonie *
• Black River Falls School Dist.
• Eleva-Strum School District
• Mondovi School District
Black River Falls
Eleva *
Mondovi *
• Blair School District
• Elk Mound School District *
• New Auburn School District.
Blair
Elk Mound *
New Auburn
• Bloomer School District
• Ellsworth School District
• New Lisbon School District
• Viroqua School District
Bloomer *
Ellsworth *
New Lisbon
Viroqua
• Boyceville High School
• Elmwood School District
• New Richmond School District
• Wausaukee School District
Boyceville*
Elmwood *
New Richmond
Wausaukee
• Cashton Public Schools
• Fall Creek School District
• Notre Dame Properties
Fall Creek *
Land O’ Lakes, WI
• Webster School District
Cashton
• Cadott School District
• Flambeau School District
• Onalaska School District
• Whitehall School District
Cadott
Tony
Onalaska
Whitehall
• Chetek School District
• Glenwood City School District
• Plum City School District
• Westby School District
Chetek
Glenwood City
Plum City
Coon Valley, Chaseburg
• Chippewa Falls School District
• Hayward Community Schools
• Prescott School District
Chippewa Falls *
Hayward
Prescott
Augusta *
Cornell
Siren *
• Somerset School District
• St. Mary’s School
Altoona *
• St. Patrick’s School
Eau Claire
• St. Paul’s Elementary School
Menomonie
Webster
* Indicates Repeat Clients
Colby School District | pg. 39
REFERENCES
REFERENCES
Spooner School District
Don Haack
Superintendent
haackd@sponner.k12.wi.us
801 County Road A, Spooner, WI 54801
Ph. 715.635.2171 ext. 4001
Durand School District
Greg Doverspike
District Administrator
gdoverspike@durand.k12.wi.us
604 7th Ave. East, Durand, WI 54736
Ph. 715.672.8919 ext. 115
Whitehall School District
Mike Beighley
Superintendent
beighleym@whitehallsd.k12.wi.us
19121 Hobson St., Whitehall, WI 54773
Ph. 715.538.5374
Altoona School District
Connie Biedron
Superintendent
809 7th Street West, Altoona, WI 54720
cbiedron@altoona.k12.wi.us
Ph. 715.839.6032 ext. 501
Bloomer Elementary School • Bloomer, WI
WHAT OUR CLIENTS ARE SAYING
“It would have been impossible for us to navigate the construction field with the same finesse. The project was done on time, under
budget and we ended in a beautiful structure.”
Mary Randall
District Administrator, School District of Bloomer
“Market & Johnson was responsive to our ideas and
suggestions, their experienced team of personnel and
management on site during construction enabled the project
to be completed on time and on budget.”
Roger Foegen
Former Superintendent, Bangor School District “As the Melrose-Mindoro School District begins to
create our five-year improvement plan, we are excited
to have Market and Johnson partner with us. They are
very professional, prompt, and knowledgeable. They
understand the challenges we are facing and are willing
to help us every step of the way.”
Del DeBert
Superintendent, Melrose-Mindoro School District
“As it turns out, hiring Market & Johnson was the best
decision we could have possibly made. The people that we
worked with understood our project and listened to what we
wanted.”
Donald J. Haack, Ed.D
Superintendent of Schools, Spooner Area School District
“On bid day it did not surprise me that approximately 120
bids came in for categories of the contract. This assured
me that a strong reputation and commitment exists and is
recognized among others in the construction business.”
Lois Meinking
Principal, School District of Bangor
“Market & Johnson was a tremendous partner in
our 2014 elementary school project. From our prereferendum planning and initial cost estimates through
the building dedication, all associated with Market &
Johnson served us well in completing a wildly successful
project that was on time and under budget.”
Mike Beighley
Superintendent of Schools, Whitehall School District
“They have been instrumental in controlling costs every
step of the way.”
Lois Meinking
Principal, School District of Bangor
“Our district has been working with Market & Johnson for almost three years from hiring an architect, through a facilities
study, conceptual design, community ad-hoc committee, pre-referendum work, and now construction. I have been impressed with
them from the start and they have exceed my expectations at every stage. The pre-referendum work they provided in the form of
community engagement, informational materials, accessibility to meet with our community, and assistance to get the referendum
passed was instrumental in the passing of our referendum. You will not find a better group to work with in my opinion and I would
hire them again for any potential project or referendum I would encounter.”
Greg Doverspike
District Administrator, School District of Durand
Colby School District | pg. 41
COLBY SCHOOL DISTRICT
REQUEST FOR CONSTRUCTION MANAGEMENT SERVICES
Eau Claire Office
2350 Galloway Street
P.O. Box 630
Eau Claire, WI 54702-0630
Phone: 715.834.1213
Fax: 715.834.2331
La Crosse Office
1652 Lakeshore Drive
P.O. Box 2769
La Crosse, WI 54602-2769
Phone: 608.784.5000
Fax: 608.782.7873
Minnesota Office
651 Hayward Avenue North
Oakdale, MN 55128
Phone: 651.340.6146
Fax: 651.846.5607
www.market-johnson.com