Job Order Contracting - General Contractors

2. Past PerformanceWorking on Multiple Projects Simultaneously:Caliente typically has over 200 JOC/Task Order projectsrunning simultaneously and we have an exceptionalability to manage multiple projects concurrently. Ourproject values range from a few thousand dollars up to 20,000,000. We perform work throughout the State ofArizona under our Statewide, Maricopa County Parks andRecreation contract and the State Parks and Trails JOC, andprovide services in seven states for one of our industrialclients.Our approach is based on management of resources,careful in-house planning, scheduling, and working closelywith our owners to identify and schedule work. One ofthe specific strategies we may use is assigning a generalsuperintendent to oversee multiple superintendents and/orforemen. This approach ensures the client has an in-fieldpoint of contact and every project has a Caliente teammember available after hours as well as during daytimeinspections.All of our field staff are equipped with cell phones andMicrosoft Surface devices allowing them to access projectfiles and communicate real time information throughout theteam, which creates operational efficiency.Another resource is our large database of pre-qualifiedsubcontractor firms. Our established relationships withreliable subcontractors means we can efficiently performsimultaneous or concurrent job orders at many locations.requirements, as well as locations for parking andstaging. Developing an in-depth knowledge of yourfacilities and maintaining a collaborative relationshipwith your campus customers is critical. Thisinformation enables us to rapidly develop a suitablework plan and mobilize quickly on each job order. Given the parameters of working in occupied facilities,our project schedule may be built around off-hourswork and multiple shifts. Depending upon scheduleand scope considerations we may also schedule workduring weekends, over holidays, and other schoolbreaks maximizing work opportunities when facilitiesare the least impacted. When multiple shifts are utilizedwe typically have our general superintendent or daytime superintendent act as a liaison with key facilitypersonnel to conduct a daily debrief, site inspection,and ensure your facilities are clean and ready to resumeoperations each day.“Since March of 2010 Caliente Construction has built fourprojects for Legacy Traditional School. To build four on timeprojects in five months ranging from Tucson to Queen Creekrequired significant coordination and effort. We are pleasedwith the quality and finish of these projects and feel thatCaliente gave us super human effort. We would recommendthem to you for your next project, especially if time and costare factors.”Dan Bang, CEOLegacy Traditional SchoolsWorking During Limited Time Frames: 90% ofCaliente’s projects, particularly those under our JOCcontracts, are performed in an occupied environment wherework hours are typically restricted to specific time frames.For example, the majority of our educational projectstake place during school breaks,holidays, off-hours or onweekends. Our strategies include:2.4 Identify the number of JOC projects completedover the past three years and provide the followinginformation: (does not include industrial client task orders) 2.4.3 Projects between 100,001 – 250,000: 53 Working closely with BESD to identify projects, developthorough work scopes and quickly provide pricing.Having a good scope and cost information preventsdelays and enables us to complete our projects withinshort time frames.Careful pre-construction planning Oursuperintendents work very closely with campuspersonnel (facility, maintenance, security, IT) tounderstand campus protocols, hours of operation,holidays, and breaks plus security and access2.4.1 Project between 1.00 – 50,000: 1402.4.2 Projects between 50,001 – 100,000: 482.4.4 Projects between 250,001 – 500,000: 352.4.5 Projects between 500,001 – 1,000,000: 312.4.6 Projects over 1,000,000: 202.4.7 Indicate how many of these projects werecompleted and quoted using a Unit Price Book: 472.4.8 Indicate how many of these projects werecompleted and quoted using Open Book Pricing: 280Buckeye Elementary School District No. 33 RFQ #17-0035

section 3KEY PERSONNEL3. KEY PERSONNEL

General Terms & Conditions Acceptance FormPlace after Tab 3Signature on page thirty-four certifies complete acceptance of the General Terms and Conditions inthis solicitation, except as noted below (additional pages may be attached, if necessary).Check one of the following responses to the General Terms and conditions:We take no exceptions/deviations to the general terms and conditions(Note: If none are listed below, it is understood that no exceptions/deviations aretaken.)We take the following exceptions/deviations to the general terms and conditions. Allexceptions/deviations must be clearly explained. Reference the correspondinggeneral terms and conditions that you are talking exceptions/deviations to. Clearlystate if you are adding terms and conditions to the general terms and conditions.Provide details on your exceptions/deviations below:(Note: Unacceptable exceptions shall remove your proposal from consideration foraward. Buckeye Elementary School District shall be the sole judge on theacceptance of exceptions/deviations and Buckeye’s decision shall be final.)Buckeye Elementary School District No. 33RFQ # 17-003 Job Order Contracting – General ContractorsPage 27 of 61

3. Key Personnel3.1 Provide information about the firm's personnelresources (average size of work force, positionclassifications, location(s) of personnel).3.2 Include information about support staff (officeworkers, etc.)Support Staff: Our core team will be supported by multipleproject engineers, administrative assistants, and a teamof superintendents who whose focus in primarily on JOCprojects. With 91 employees, we have more than adequatestaff to immediately begin serving the needs of the BuckeyeElementary School District and any other users.Average size of work force: We currently have 91employees. Our field workforce staff average over the pastthree years has been 36.Positions & Classifications:Our current firm job classifications and positions aredetailed in the graphic below.Training: Caliente’s staff consists of individuals with aminimum of 3 years in the construction industry. 85% ofour project management staff hold college degrees, 10% ofour field staff hold 2 year degrees. All of the field staff haveundergone CPR, First Aid and OSHA 30 training. Calienteis committed to providing our employees with continuingeducation. We hold monthly safety seminars, weekly onsite safety training. Arizona Builders Alliance classes areavailable for every employee. Caliente also offers tuitionreimbursement for employees wishing to obtain industryrelated degrees or certifications.3.3 Provide detailed information describingeducation, training and qualifications for keypersonnel (general management, projectmanagement, estimator, engineer, constructionsuperintendent, etc.)Depending upon the volume of work and scope ofindividual job orders, our project managers typicallyoversee the management of multiple projects. Our initialteam consists of a project director/program manager, twoproject managers, an assistant project manager, and threesuperintendents.Information on our management and Caliente’s keypersonnel may be found on the following pages.Detailed resumes for all key management and teammembers are located in the "Appendix" section.Location: Caliente is an Arizona company whose corporateoffice is located in Tempe, Arizona. We have satellite officesin Flagstaff, AZ and in Denver, CO. 85 of our employees arebased out of the Tempe office.ManagementProject Management& Field StaffSupport StaffPresident/CEO3 Project Directors1 Systems ManagerCFO10 Project Managers1 Insurance ManagerDirector of Field Operations2 Assistant Project Managers5 Project CoordinatorsPre-construction Manager12 Project Engineers4 Project AccountantsDirector of Development40 Superintendents4 Administrative AssistantsBusiness Development Mgr3 ForemenBuckeye Elementary School District No. 33 RFQ #17-0036

3. Key PersonnelRole: Principal-in-ChargeAs principal and owner of CalienteConstruction, Lorraine Bergman isvery much a “hands on” owner takingan active role in every project. You willfrequently see Lorraine at the weeklyproject meetings and she is always available to address anyconcerns you may have. She is personally committed to thesuccess of your project and has taken part in choosing ateam that is talented, capable and dedicated to serving yourbest interests. Lorraine is very committed to JOC projectJustin DuPriest, LEED AP, CM-LeanRole: Director of Field OperationsJustin has over 25 years of constructionexperience as a superintendent, projectmanager and senior project manager. Asthe Director of Field Operations, Justinwill provide leadership and guidance tothe field team ensuring they have the resources needed todeliver a successful project and oversee all aspects of fieldoperations to ensure they are well-managed and ownerexpectations are fulfilled.Role: Project Director/Program MgrJeff has over 14 years of experience inthe commercial construction industryand has been with Caliente for tenyears. Jeff has an extensive backgroundin alternative project delivery, includingmanagement of JOC and CMAR projects for the educationaland public client. He has personally managed over 150 JOCprojects. Jeff will be the program manager and main POC,receiving job orders, assigning staff, and providing supportand effective leadership to the team. Depending upon theworkload, he may also directly manage projects.Education/Certification Bachelor of Science: Construction Management, ASUAmerican Institute of Constructors: CPCArizona Builder’s Alliance Leadership ForumOSHA 30-Hour CertificationLEED Accredited ProfessionalCPR and First Aid CertifiedMC Dust Control Rule 310 Comprehensive CertificationEducation/Certification Bachelor of Science: Business Administration &Management, University of Phoenix, AZ Tuck-WBENC Executive Program, Tuck School ofBusiness at Dartmouth Arizona Builders Alliance, Senior Executive Program Tempe Leadership ProgramEducation/Certification William Rainey Harper College, Palatine, ILLEED Accredited ProfessionalOSHA 30-Hour CourseUSACE Construction Quality Management for ContractorsCPR, AED, First-Aid CertifiedAIA Continuing Education “Commercial HVAC Systems”NAVFAC/ECATTS 11 credit hours CertificateCrane Safety Certification TrainingCompetent Person Training for 1926 CFR SUBPARTKey Proposed Project TeamJeff Schaffer, CPC, LEED APdelivery. She was the 2016 President of the Alliance forExcellence in Job Order Contracting.Ownership / ManagementLorraine Bergman, President/CEOJOC Project Experience MCCCD Mesa CC, Theater Outback Renovation JOC 750K MCCCD Paradise Valley CC, New Health Sciences BuildingJOC - 1.02M ASU BAC Restroom Upgrades JOC - 692K MCCCD Red Mountain CC, Multiple Building RemodelsJOC - 350K MCCCD Glendale CC, PAC Lobby Renovations JOC 785K ASU PE East Lab Renovation JOC - 500K ASU Obesity Kitchen Renovation JOC - 140K City of Tempe JOC, Kiwanis Park Playground Renovation- 303K City of Tempe JOC, Transportation Center ME Upgrades 429KBuckeye Elementary School District No. 33 RFQ #17-0037

3. Key PersonnelRole: Project Manager / EstimatorJustin has been with Caliente for fouryears and in the construction industryfor 16 years. He is an accomplishedproject manager/estimator and hasalready developed a diverse portfolioof JOC projects. He will be performing the role of projectmanager/estimator, providing pre-construction services,subcontract negotiation and procurement, scheduling,budget management and managing construction. Justinis well-versed in providing estimating through unit pricingvia RSMeans-4Clicks, the Gordian Group Catalog and openbook pricing.Education/Certification Bachelor of Science, Forestry, Northern Arizona UniversityRSMeans/4ClicksGordian Group Catalog/PricingOSHA 30-HourJason AdolphRole: Project Manager / EstimatorJason has been in the constructionindustry for over 13 years and hasbeen with Caliente for five years.Today, he is one of Caliente's bestproject managers, and many of ourclients request that Jason be assigned to their project.Jason has been almost exclusively managing JOC projectssince joining Caliente. As a Project Manager/Estimator, hecan provide open book job order estimates and unit priceestimating using RSMeans-4Clicks and the Gordian GroupCatalog.Education/Certification Bachelor of Science: Business Management,Ottawa University OSHA 30-Hour Certification RSMeans/4Clicks Gordian Group Catalog/Pricing CPR/First Aid Certified Hazmat CertificationJOC Project ExperienceKey Proposed Project TeamJustin Miller City of Mesa, Broadway Recreation Center RenovationsJOC - 300K City of Mesa, Communications Building HVAC & ElectricalUpgrades - 771K City of Mesa, Taylor Recreation Pool Demolition JOC 140K City of Mesa, Carson Main Pool Repairs JOC - 370K Tolleson High School, Restroom Renovations JOC - 176K Westview High School, Restroom Renovations JOC - 75K Maricopa County Parks & Recreation, Lake PleasantRepairs JOC - 371K Maricopa County Parks & Recreation, Usery MountainRecreation Playground JOC - 84K Arizona Statewide JOC, Kitchens, Cafes & Vendor KiosksRenovations - up to 100K Arizona Statewide JOC, Lost Dutchman Park Renovations- 479KJOC Project Experience MCCCD Mesa CC, Theater Outback JOC - 750K MCCCD Paradise Valley CC, New Health Sciences BuildingJOC - 1.02M ASU BAC Restroom Upgrades JOC - 692K MCCCD Maricopa Skills Center Manufacturing Lab JOC 610K MCCCD MCC Red Mountain Campus - Multiple BuildingRemodels, JOC - 350K MCCCD Emerald Point IT Remodel JOC - 300K MCCCD Glendale CC Gym Floor Replacement JOC - 50K MCCCD Paradise Valley CC, Drainage Improvements JOC- 107K City of Buckeye, Community Services AdministrationBuilding Renovations - 383K City of Tempe, Kiwanis Park Playground Renovation JOC- 303K City of Mesa, Communication Building HVAC & ElectricalUpgrades JOC - 771K City of Mesa, Police Department Evidence CoolerInstallation JOC - 916K Maricopa County OET Southeast Facility JOC - 2.6MBuckeye Elementary School District No. 33 RFQ #17-0038

3. Key PersonnelJOC Project ExperienceRole: Assistant Project Manager ASU Downtown Student Engagement Center, Life Safety& Building Upgrades JOC (20 job orders deliveredconcurrently in the same facility) - 3.3MLeAnn has been working in theindustry for over 23 years. She joinedCaliente eight years ago as a projectengineer, and has been an assistantproject manager since 2014. She hasbeen involved in projects of every scope and type and hassupported many JOC and service agreement projects.LeAnn places a strong emphasis on understanding andachieving the client’s goals. Her expertise includes submittalmanagement, and document control, procurementplanning, subcontract management, development andimplementation of quality control processes.Education/Certification Bachelors of Arts, Central College, Pella, IowaABA Project Manager Development ProgramCEU Credits: Constructware Project ManagementSystem Training, Reading Blueprints & ConstructionDocuments, Introduction to Construction Estimating,Reading Blueprints & Construction Contract Documents Great Hearts of Arizona, Lincoln Campus (K-12)Renovations - 165K City of Mesa, Carson Pool Repairs JOC - 370K City of Mesa, Police Department Evidence CoolerInstallation JOC - 916K City of Mesa, NWWRP Roof Parapet and Coating JOC 41K City of Mesa, Brimhall Deck Gutter Repairs JOC - 67K Legacy Traditional School, Casa Grande Campus BuildingAddition/Classroom Expansion - 2.29M Legacy Traditional School Chandler Classroom Expansion Phase 2 - 1.29M NW Tucson Classroom Expansion - 1.92M Queen Creek Classroom Wing Addition - 1.19M Comerica Corporate Headquarters TI - 900K Sojourner Center for Domestic Violence Buildings 2.4MHoward BakerJOC Project ExperienceRole: Superintendent MCCCD Paradise Valley CC, New Health Sciences BuildingJOC - 1.02MHoward is a 35-year veteran of theconstruction industry. He has beenwith Caliente for over seven years. Hehas practical construction knowledgeas well as the ability to effectivelymanage a diverse group of people. His managementstyle emphasizes organization and attention to detail,consistently resulting in projects that exceed owner’sexpectations. Howard has managed multiple JOC projectsfor the educational and public client while at Caliente.He places a priority on developing and maintainingrelationships with campus facility and coordination withmunicipality personnel, working with them to minimizeconstruction impacts and ensure safety and securitythroughout construction.Key Proposed Project TeamLeAnn Close City of Phoenix, Maryvale Stadium Repairs JOC - 433K MCCCD Paradise Valley CC, Drainage Improvements JOC- 107K MCCCD Red Mountain CC, Multiple Building RemodelsJOC - 350K MCCCD Mesa CC, Pedestrian Spine Improvements JOC 558K City of Tempe, City Hall Exterior Rehabilitation JOC 322K City of Mesa, Carson Pool Repairs JOC - 370K Sojourner Center for Domestic Violence Buildings 2.4MEducation/Certification AGC Comprehensive Dust Control, Rule 310Maricopa County Dust Control ComplianceOSHA 30-HourCPR/First Aid TrainingQuality Control Training, Army Corps of Engineer SpecsBuckeye Elementary School District No. 33 RFQ #17-0039

3. Key PersonnelJOC Project ExperienceRole: Superintendent MCCCD Mesa CC, Major & Minor MonumentImprovements JOC - 175KCurt has more than 15 years ofexperience as a superintendent. Hehas been with Caliente for two yearsand brings an extensive portfolio ofrenovation construction experience.Curt is known for his ability to work effectively in occupiedenvironments, maintaining facility operations whileconsistently meeting the owner’s schedule and budgetgoals. As Superintendent, his objective is to achieve theproject expectations on or before schedule by effectivelycoordinating subcontractors, managing safety and ensuringthat all workmanship is completed in compliance with theapplicable specifications and drawings.Education/Certification Small Business Mgmt, Central Arizona CollegeOSHA 30-Hour / Fall ProtectionCPR CertifiedMold and Asbestos Abatement Training, 2004ARC Flash NFPA 70eRule 310 Dust Control Comprehensive Certification City of Mesa, Communication Building HVAC & ElectricalUpgrades JOC - 771K Maricopa County Parks & Recreation, Usery MountainRecreation Area JOC - 83K Maricopa County Parks & Recreation, White Tank Park &Entry Station JOC - 122K Maricopa County Parks & Recreation, Cave CreekRegional Park (Multiple JOCs at Site) - 105K Maricopa County Parks & Recreation, Estrella MountainPark (Multiple JOCs at Site) - 162K Maricopa County Parks & Recreation, Lake Pleasant Park(Multiple JOCs at Site) - 511K Maricopa County Parks & Recreation, Spear S RanchImprovements - 27K Arizona State Parks, Lost Dutchman Park JOC - 479KJOC Project ExperienceRole: Superintendent MCCCD Estrella Mountain CC, Fire Science CompoundJOC - 260KEducation/Certification MCCCD Glendale CC Gym Floor Repairs JOC - 50KJames WilliamsJames has over 30 years of experiencein the construction industry. He beganhis career as a hands-on foremanproviding concrete finishing andcarpentry. His experience ranges fromfull service restoration and renovation services in theresidential construction to site superintendent. James hassupervised JOC projects for multiple public owners andhe understands the unique requirements of working withdiverse clients. As Superintendent, James will be able toprovide some aspects of self-performance and effectivelymanage the trades.OSHA 30-Hour / Fall ProtectionCPR/First Aid CertifiedARC Flash NFPA 70eRule 310 Dust ControlCertified Confined SpaceMold and Asbestos Abatement TrainingKey Proposed Project TeamCurt Burnley MCCCD Emerald Point IT Remodel JOC - 300K MCCCD Maricopa Skills Center Manufacturing Lab JOC 610K MCCCD Glendale CC, Fitness & Wellness Locker RoomRemodels JOC - 356K City of Mesa, Taylor High School Pool Recreation CenterRenovation JOC - 140K City of Mesa, Northwest Water Reclamation Plant RoofPainting JOC - 154K City of Phoenix, City Hall Freight Elevator ModernizationJOC - 600K Maricopa County Animal Care and Control East ValleyFacility - 246KBuckeye Elementary School District No. 33 RFQ #17-00310

3. Key Personnel3.4 Describe your plan for personnel recruitment.3.5 Provide an organizational chart for your firm.Caliente’s Director of Strategic Development is responsiblefor employee recruitment. We utilize a proprietary talentacquisition software in conjunction with online careersites. Caliente participates in networking and professionalassociations in our industry to recruit employees. We alsoencourage personal referrals and to a limit

Caliente holds a current, valid license as a General Contractor with the state of Arizona issued by the Arizona Registrar of Contractors. Below is a list of Arizona licenses held by Caliente. Category License # Exp. Date Held By B-01 Commercial 091625 10/31/2018 Firm B Residential 098769 07/31/2018 Firm A