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Home My WebLink About2025-11-12 Killam School Building Committee Packet - Revised (PDF) Town of Reading Meeting Posting with Agenda This Agenda has been prepared in advance and represents a listing of topics that the chair reasonably anticipates will be dis cussed at the meeting. However the agenda does not necessarily include all matters which may be taken up at this meeting. Page | 1 2018-07-16 LAG Board - Committee - Commission - Council: Killam School Building Committee Date: 2025-11-12 Time: 7:00 PM Building: Reading Town Hall Location: Berger Room Address: 16 Lowell Street Agenda: Purpose: General Business Meeting Called By: Joshua Delaune on behalf of Chair Carla Nazzaro Notices and agendas are to be posted 48 hours in advance of the meetings excluding Saturdays, Sundays and Legal Holidays. Please keep in mind the Town Clerk’s hours of operation and make necessary arrangements to be sure your posting is made in an adequate amount of time. A listing of top ics that the chair reasonably anticipates will be discussed at the meeting must be on the agenda. All Meeting Postings must be submitted in typed format; handwritten notices will not be accepted. Topics of Discussion: Join Zoom Meeting https://us06web.zoom.us/j/86341582654?pwd=sKpxuZGMoNeTikxiZ3at96bYhWj2Ox.1 Meeting ID: 863 4158 2654 Passcode: 380805 1. Call to Order 2. Public Comment 3. KSBC Liaison Reports 4. CPL Financial Review* 5. CPL Schedule Review* 6. Approval of Prior Meeting Minutes (10/14/25 Meeting) * 7. Future Agenda Items and Next Meeting dates a. Monday December 15 2025 8. Adjourn* *Noted Potential vote required Town of ReadingKillam Elementary SchoolNovember 10, 2025 Project Budget and Cost SummaryACDEFGHIJK(Bud. Adj. Tab)(C+D)(Com. Cost tab)(E-F)(Forecast. tab, >G)(F+G+H)(Invoice Tab)(I-J) Description PFA Approved BudgetAuthorized ChangesApproved Budget Committed CostsUncommitted CostsForecast CostsTotal Project CostsExpenditures to DateBalance To Spend 20 Construction Construction$101,521,394$0$101,521,394$0$101,521,394$0$101,521,394$0$101,521,394 Change Orders$0$0$0$0$0$0$0$0 Subtotal$101,521,394$0$101,521,394$0$101,521,394$0$101,521,394$0$101,521,394 30 Architectural & Engineering Design Development$2,200,000-$312,500$1,887,500$1,887,500$0$0$1,887,500$1,887,500$0Construction Documents$3,200,000$142,500$3,342,500$3,342,500$0$0$3,342,500$1,002,750$2,339,750Bidding / Negotiations$350,000-$63,500$286,500$286,500$0$0$286,500$0$286,500Closeout$275,000-$54,358$220,642$191,000$29,642$0$220,642$0$220,642Construction Administration$3,200,000$142,500$3,342,500$3,342,500$0$0$3,342,500$0$3,342,500 Other Basic Services$225,000-$113,806$111,194$0$111,194$0$111,194$0$111,194Geotechnical & GeoEnv. Engineering $200,000$138,014$338,014$338,014$0$0$338,014$16,722$321,292Site Survey$50,000$5,000$55,000$55,000$0$0$55,000$35,723$19,278Survey of Existing Conditions / Wetlands$25,000$0$25,000$7,623$17,377$0$25,000$0$25,000Hazardous Materials$200,000$0$200,000$172,700$27,300$0$200,000$19,800$180,200Traffic Studies$50,000$59,450$109,450$109,450$0$0$109,450$25,018$84,432Other Reimbursable Costs$50,000$56,700$106,700$106,700$0$0$106,700$64,777$41,923Printing (Over the Minimum)$20,000$0$20,000$0$20,000$0$20,000$0$20,000A&E Feasibility Study$850,000$0$850,000$850,000$0$0$850,000$850,000$0 Subtotal$10,895,000$0$10,895,000$10,689,487$205,513$0$10,895,000$3,902,289$6,992,711 40 Administrative Costs OPM Feasibility Study$335,500 $0 $335,500 $335,500 $0 $0 $335,500 $335,500 $0 OPM Design Development$500,000 $0 $500,000 $250,000 $250,000 $0 $500,000 $217,851 $282,149 OPM Construction Contract Documents$500,000 $0 $500,000 $500,000 $0 $0 $500,000 $0 $500,000 OPM Bidding$150,000 $0 $150,000 $150,000 $0 $0 $150,000 $0 $150,000 OPM Construction Contract Admin$3,300,000 $0 $3,300,000 $3,175,000 $125,000 $0 $3,300,000 $0 $3,300,000 OPM Closeout$500,000 $0 $500,000 $216,569 $283,431 $0 $500,000 $0 $500,000 OPM: Cost Estimates$90,000 $0 $90,000 $54,000 $36,000 $0 $90,000 $0 $90,000 Advertising$5,000 $0 $5,000 $0 $5,000 $0 $5,000 $0 $5,000 Other Administrative Costs $200,000 $0 $200,000 $0 $200,000 $200,000 $400,000 $0 $400,000 Other Project Costs (Moving)$150,000 $0 $150,000 $0 $150,000 $0 $150,000 $0 $150,000 Utility Fees$200,000 $0 $200,000 $0 $200,000 $0 $200,000 $0 $200,000 Legal$100,000 $0 $100,000 $0 $100,000 $0 $100,000 $0 $100,000 Testing Services$400,000 $0 $400,000 $0 $400,000 $0 $400,000 $0 $400,000 Swing Space / Modular$750,000 $5,624 $755,624 $755,624 $0 $0 $755,624 $755,624 $0Environmental & Site (FS/SD)$500,000 -$188,280 $311,720 $283,130 $28,590 $0 $311,720 $273,130 $38,590Other Project Costs (FS/SD)$514,500$79,874$594,374$594,374$0$0$594,374$593,174$1,200 Subtotal$8,195,000-$102,782$8,092,218$6,314,197$1,778,021$200,000$8,292,218$2,175,278$6,116,940 50 Furniture, Fixtures and Equipment Furniture, Fixtures and Equipment$1,587,500$0$1,587,500$0$1,587,500$0$1,587,500$0$1,587,500 Equipment$1,587,500$0$1,587,500$0$1,587,500$0$1,587,500$0$1,587,500 Technology$0$0$0$0$0$0$0$0 Subtotal$3,175,000$0$3,175,000$0$3,175,000$0$3,175,000$0$3,175,000 Project Sub-Total$123,786,394 -$102,782 $123,683,612 $17,003,684 $106,679,928 $200,000 $123,883,612 $6,077,568 $117,806,044 Construction Contingency (Hard Cost)$5,076,069$0$5,076,069$5,076,069$0$5,076,069$5,076,069 Owner's Contingency (Soft Cost)$1,149,320$102,782$1,252,102$1,252,102-$200,000$1,052,102$1,052,102 Subtotal$6,225,389$102,782$6,328,171$6,328,171-$200,000$6,128,171$6,128,171 Project Total$130,011,783 $0 $130,011,783 $17,003,684 $113,008,099 $0$130,011,783 $6,077,568 $123,934,215 70 Project Contingency Potential ContingencyBUDGET COST CASH FLOWPotential RiskCurrent Contingency 11/10/2025Page 1 of 8 Town of ReadingKillam Elementary School11/10/25Project Budget AdjustmentsAdjustment Item BRR Adjusted AmountDate ApprovedCODE CommentsMove to A&E Const Doc from A&E Design Development $142,500.0006/02/2530-130Internal Budget Adjustments - LBA Amd 15 From A&E Design Development to A&E Const Doc($142,500.00)06/02/2530-120Internal Budget Adjustments - LBA Amd 15 Move to A&E Const Admin from A&E Design Development$142,500.0006/02/2530-160Internal Budget Adjustments - LBA Amd 15 From A&E Design Development to A&E Const Admin($142,500.00)06/02/2530-120Internal Budget Adjustments - LBA Amd 15 Move to Geotech from A&E Design Development$18,708.0006/02/2530-210Internal Budget Adjustments - LBA Amd 16 From A&E Design Development to Geotech($18,708.00)06/02/2530-120Internal Budget Adjustments - LBA Amd 16 Move to Traffic Studies from A&E Bidding / Negotiations$59,450.0007/14/2530-260Internal Budget Adjustments - LBA Amd 17 From A&E Bidding / Negotiations to Traffic Studies($59,450.00)07/14/2530-140Internal Budget Adjustments - LBA Amd 17 Move to Other Reimbable Costs from Various$56,700.0007/14/2530-270Internal Budget Adjustments - LBA Amd 17 From A&E Design Development to Other Reimbable Costs($8,792.00)07/14/2530-120Internal Budget Adjustments - LBA Amd 17 From A&E Bidding / Negotiations to Other Reimbable Costs($4,050.00)07/14/2530-140Internal Budget Adjustments - LBA Amd 17 From A&E Closeout to Other Reimbable Costs ($43,858.00)07/14/2530-150Internal Budget Adjustments - LBA Amd 17 Move to Site Survey from A&E Closeout$5,000.0008/14/2530-230Internal Budget Adjustments - LBA Amd 18 From A&E Closeout to Site Survey ($5,000.00)08/14/2530-150Internal Budget Adjustments - LBA Amd 18 Move to A&E Geotech from Other Basic Services$113,806.0030-210Internal Budget Adjustments - LBA Amd 19from Other Basic Services to A&E Geotech($113,806.00)30-200Internal Budget Adjustments - LBA Amd 19Move to A&E Geotech from A&E Closeout$5,500.0030-210Internal Budget Adjustments - LBA Amd 21from A&E Closeout to A&E Geotech($5,500.00)30-150Internal Budget Adjustments - LBA Amd 21Move to Modular from SC Contingency$1,624.1940-751Budget Adjustments - Modulease CO 01From SC Contingency to Modular($1,624.19)70-500Budget Adjustments - Modulease CO 01Move to Modular from SC Contingency$4,000.0040-751Budget Adjustments - Modulease CO 01From SC Contingency to Modular($4,000.00)70-500Budget Adjustments - Modulease CO 01Total Approved Adjustments to Date$0.00-$ 2:04 PM 11/10/2025Budget AdjustmentsPage 2 of 8 Town of ReadingKillam Elementary School11/10/25Committed Cost (Contracts/Pos) VENDOR AMOUNTISSUE DATESIGNED/ RETURN DATEENCUM (PO) CODE MSBA NotesLavallee Brensinger Architects -$28,590.00 6/17/2025 07/14/25 LBA Amd 17 40-800 0003-0000 Deduct from LBA Amd 02 - Traffic Study (GPI)Lavallee Brensinger Architects $50,160.00 6/17/2025 07/14/25 LBA Amd 17 30-260 0204-1200 Traffic Engineer (On-Ste)Lavallee Brensinger Architects $59,290.00 6/17/2025 07/14/25 LBA Amd 17 30-260 0204-1200 Traffic Engineering (off-site)Lavallee Brensinger Architects $77,000.00 6/17/2025 07/14/25 LBA Amd 17 30-270 0203-9900 Compliance Energy Modeling - TEDI, LEED and BackstopLavallee Brensinger Architects $7,700.00 6/17/2025 07/14/25 LBA Amd 17 30-270 0203-9900 Tree Removal and Protection PlanLavallee Brensinger Architects $24,750.00 8/13/2025 08/18/25 LBA Amd 18 30-230 0204-0400 Supplemental Survey - Charles & Haverhill StreetsDaily Times Chronicle $354.00 3/26/2025 08/18/25 PO NA 40-751 0603-0000 District advertising for Modular Relocation IFBDaily Times Chronicle $348.10 5/16/2025 08/18/25 PO NA 40-751 0603-0000 District advertising for Modular Relocation IFBModulease $714,400.00 5/5/2025 08/18/25 Modulease Contract 40-751 0603-0000 Contract for modular RelocationADF Painting Co $3,000.00 8/6/2025 08/18/25 PO 2600041140-751 0603-0000 Exterior Painting - Modular RelocationGienapp Architects $10,447.73 8/14/2025 08/18/25 GEINAPP Amd 01 40-751 0603-0000 Amendment 01 for Reimbursable Costs Complete Cleaning Co $3,500.00 6/23/2025 08/18/25 MSA 40-751 0603-0000 Move contents from Classrooms to GymKnox Company $535.00 8/14/2025 08/18/25 PO 26000488-001 40-751 0603-0000 Knoxbox Surface Mount Hinged Door - Modular RelocationLavallee Brensinger Architects $113,806.00 9/26/2025 10/14/25 LBA Amd 19 30-210 0204-0300 Soil Pre-CharacterizationLavallee Brensinger Architects $7,623.00 9/18/2025 10/14/25 LBA Amd 20 30-235 0204-0500 Tree Survey Complete Cleaning Co $140.00 10/1/2025 10/14/25 MSA 40-751 0603-0000 Modular Deep CleaningLavallee Brensinger Architects $5,500.00 10/30/2025 10/31/25 LBA Amd 21 30-210 0204-0300 Additional Soil Pre-CharacterizationComm-Tract Corp $14,129.48 8/28/2025 PO NA 40-751 0603-0000Modular Relocation - Fiber optic networkPartners Technology $2,270.88 8/19/2025 PO 26000521 40-751 0603-0000 Modular Relocation - Audio Modulease $2,499.00 8/18/2025 Modulease CO 01 40-751 0603-0000 Modulease CO 01Convergint $4,000.00 11/22/2024 MSA 40-751 0603-0000 Modular Relocation - Telecommunication ServicesTOTAL $17,003,683.80$17,003,683.802:04 PM 11/10/2025Committed CostsPage 3 of 8 Town of ReadingKillam Elementary School11/10/25Expenditures - Invoices/Requisistions Invoice Amount Vendor Invoice NumberInvoice DateApproval DateCODE Propay CodePropay Subm. #Description$36,660.00 Colliers Project Leaders 1079461 08/06/25 09/08/25 40-020 0102-0400 CPL Services July 2025 - DD$13,125.00Gienapp Architects682.29-608/07/2509/08/2540-8100004-0000Gienapp Services July 2025 - Modular Relocation$2,625.00Gienapp Architects682.29-708/29/2509/08/2540-8100004-0000Gienapp Services August 2025 - Modular Relocation$1,750.00Gienapp Architects682.29-506/30/2510/14/2540-8100004-0000Gienapp Services June 2025 - Modular Relocation$30,252.50Colliers Project Leaders108982009/05/2510/14/2540-0200102-0400CPL Services August 2025 - DD$471,875.00Lavallee Brensinger Architects2249909/12/2510/14/2530-1200201-0400LBA Services August 2025 - DD$2,200.00Lavallee Brensinger Architects2249909/12/2510/14/2530-2300204-0400LBA Add Services August 2025 - Survey$770.00Lavallee Brensinger Architects2249909/12/2510/14/2530-2300204-0400LBA Add Services August 2025 - Site Acoustic Survey$9,900.00Lavallee Brensinger Architects2249909/12/2510/14/2530-2700203-9900LBA Add Services August 2025 - Compliance Energy Modeling$1,640.00Complete Cleaning Co1467810/01/2510/14/2540-7510603-0000Move contents from Killam ES to Modulars @ Reading HS$1,100.00Complete Cleaning Co1467910/01/2510/14/2540-7510603-0000Modular Deep Cleaning$234,080.00Modulease0309/08/2510/14/2540-7510603-0000Pay Req 03 - Modular Relocation$501,375.00Lavallee Brensinger Architects2265410/08/2530-1300201-0500LBA Services September 2025 - CD$69,785.00Lavallee Brensinger Architects2265410/08/2540-8000003-0000LBA Add Services September 2025 - Geothermal$19,800.00Lavallee Brensinger Architects2265410/08/2530-2400204-0200LBA Add Services September 2025 - Hazmat$617.76Lavallee Brensinger Architects2265410/08/2530-2100204-0300LBA Add Services September 2025 - Geotech$10,450.00Lavallee Brensinger Architects2265410/08/2530-2100204-0300LBA Add Services September 2025 - Geoenvironmental$806.05Lavallee Brensinger Architects2265410/08/2530-2700203-9900LBA Add Services September 2025 - Other Reimbursables$9,900.00Lavallee Brensinger Architects2265410/08/2530-2700203-9900LBA Add Services September 2025 - Compliance Energy Modeling$1,925.00Lavallee Brensinger Architects2265410/08/2530-2700203-9900LBA Add Services September 2025 - Tree Removal and Protection$30,765.00Colliers Project Leaders110107110/05/2540-0200102-0400CPL Services September 2025 - DD$14,129.48Comm-Tract Corp342503108/28/2540-7510603-0000Modular Relocation - Fiber optic repair$2,270.88Partners Technology11228310/29/2540-7510603-0000Modular Relocation - Audio$501,375.00Lavallee Brensinger Architects2280311/05/2530-1300201-0500LBA Services October 2025 - CD$25,018.40Lavallee Brensinger Architects2280311/05/2530-2600204-1200LBA Add Services October 2025 - Traffic Engineer$28,600.00Lavallee Brensinger Architects2280311/05/2530-2700203-9900LBA Add Services October 2025 - Compliance Energy Modeling$1,925.00Lavallee Brensinger Architects2280311/05/2530-2700203-9900LBA Add Services October 2025 - Tree Removal and Protection$18,562.50Lavallee Brensinger Architects2280311/05/2530-2300204-0400LBA Add Services October 2025 - Supplemental Survey$59,165.00Colliers Project Leaders111228311/06/2540-0200102-0400CPL Services October 2025 - DD$9,624.00Modulease04a11/07/2540-7510603-0000Pay Req 04a - Modular Relocation$35,720.00Modulease0511/07/2540-7510603-0000Pay Req 05 - Modular Relocation$4,000.00Convergint38369509/05/2540-7510603-0000Modular Relocation - Telecommunication Services$6,077,567.86Total Spent to Date$6,077,567.862:04 PM 11/10/2025 Invoice ListingPage 4 of 8 Town of ReadingKillam Elementary School11/10/25Forecast Cost VENDOR AMOUNTFORECASTED DATESIGNED/ RETURN DATEENCUM (PO) CODE NotesForecasted to Cover for Parking During Construction$11,900.00 11/12/2025 70-500 $700/ Mpnth for approx. 17 month constructionForcasted to Cover Reading Clerk Salary $400,000.00 11/12/2025 40-300 $70 per hour for a planned duration of projectTOTAL $411,900.00$411,900.002:04 PM 11/10/2025 Forecast CostPage 5 of 8 Killam Elementary SchoolEstimated Project Cash Flow SheetOPMDesigner & ConsultantsFF&E & Misc Construction Contingency Estimated Outlay Actual outlay Est Cum Act Cum1 Aug-23 $8,203 $8,203 $620 $8,203 $6202 Sep-23 $15,096 $15,096 $11,903 $23,299 $12,5233 Oct-23 $15,096 $15,096 $8,303 $38,395 $20,8254 Nov-23 $15,096 $15,096 $7,433 $53,491 $28,2585 Dec-23 $14,025 $14,025 $0 $67,516 $28,2586 Jan-24 $14,584 $20,000 $34,584 $32,431 $102,100 $60,6897 Feb-24 $14,584 $50,000 $64,584 $60,074 $166,684 $120,7638 Mar-24 $14,584 $75,000 $89,584 $0 $256,268 $120,7639 Apr-24 $14,584 $75,000 $89,584 $91,282 $345,852 $212,04510 May-24 $14,584 $75,000 $2,500 $92,084 $141,991 $437,936$354,03611 Jun-24 $14,584 $75,000 $2,500 $92,084 $74,197 $530,020 $428,23312 Jul-24 $14,584 $75,000 $89,584 $0 $619,604 $428,23313 Aug-24 $14,584 $75,000 $89,584 $156,873 $709,188 $585,10614 Sep-24 $14,584 $75,000 $89,584 $219,660 $798,772 $804,76615 Oct-24 $14,584 $75,000 $89,584 $88,483 $888,356 $893,24916 Nov-24 $14,584 $75,000 $89,584 $23,026 $977,940 $916,27517 Dec-24 $14,584 $75,000 $89,584 $139,799 $1,067,524 $1,056,07318 Jan-25 $15,174 $75,000 $90,174 $181,969 $1,157,698 $1,238,04319 Feb-25 $17,245 $75,000 $92,245 $0 $1,249,943 $1,238,04320 Mar-25 $25,000 $75,000 $100,000 $0 $1,349,943 $1,238,04321 Apr-25 $25,000 $300,000 $25,000 $350,000 $0 $1,699,943 $1,238,04322 May-25 $50,557 $300,000 $25,000 $375,557 $0 $2,075,500 $1,238,04323 Jun-25 $66,000 $750,000 $35,000 $851,000 $579,060 $2,926,500 $1,817,10324 Jul-25 $66,000 $750,000 $450,000 $25,000 $1,291,000 $609,774 $4,217,500 $2,426,87725 Aug-25 $102,000 $750,000 $350,000 $25,000 $1,227,000 $1,498,900 $5,444,500 $3,925,77626 Sep-25 $65,000 $475,000 $10,000 $25,000 $575,000 $52,410 $6,019,500 $3,978,18627 Oct-25 $95,000 $475,000 $10,000 $25,000 $605,000 $753,568 $6,624,500 $4,731,75428 Nov-25 $65,000 $475,000 $10,000 $25,000 $575,000 $0 $7,199,50029 Dec-25 $122,000 $475,000 $10,000 $25,000 $632,000 $0 $7,831,50030 Jan-26 $86,000 $475,000 $10,000 $25,000 $596,000 $0 $8,427,50031 Feb-26 $104,000 $475,000 $10,000 $25,000 $614,000 $0 $9,041,50032 Mar-26 $128,000 $475,000 $10,000 $25,000 $638,000 $0 $9,679,50033 Apr-26 $128,000 $185,000 $10,000 $50,000 $373,000 $0 $10,052,50034 May-26 $128,000 $185,000 $10,000 $50,000 $373,000 $0 $10,425,50035 Jun-26 $128,000 $150,000 $10,000 $750,000 $50,000 $1,088,000 $0 $11,513,50036 Jul-26 $128,000 $150,000 $10,000 $1,500,000 $50,000 $1,838,000 $0 $13,351,50037 Aug-26 $128,000 $150,000 $10,000 $2,250,000 $75,000 $2,613,000 $0 $15,964,50038 Sep-26 $121,000 $150,000 $10,000 $4,500,000 $150,000 $4,931,000 $0 $20,895,50039 Oct-26 $121,000 $150,000 $10,000 $5,500,000 $200,000 $5,981,000 $0 $26,876,50040 Nov-26 $121,000 $150,000 $10,000 $6,500,000 $200,000 $6,981,000 $0 $33,857,50041 Dec-26 $121,000 $150,000 $10,000 $6,500,000 $300,000 $7,081,000 $0 $40,938,50042 Jan-27 $126,000 $150,000 $10,000 $6,500,000 $300,000 $7,086,000 $0 $48,024,50043 Feb-27 $126,000 $150,000 $10,000 $6,500,000 $300,000 $7,086,000 $0 $55,110,50044 Mar-27 $126,000 $150,000 $10,000 $6,500,000 $300,000 $7,086,000 $0 $62,196,50045 Apr-27 $126,000 $150,000 $10,000 $6,500,000 $200,000 $6,986,000 $0 $69,182,50046 May-27 $126,000 $150,000 $10,000 $6,500,000 $200,000 $6,986,000 $0 $76,168,50047 Jun-27 $126,000 $150,000 $10,000 $5,500,000 $200,000 $5,986,000 $0 $82,154,50048 Jul-27 $126,000 $150,000 $10,000 $4,500,000 $300,000 $5,086,000 $0 $87,240,50049 Aug-27 $126,000 $150,000 $50,000 $4,500,000 $300,000 $5,126,000 $0 $92,366,50050 Sep-27 $126,000 $150,000 $50,000 $4,000,000 $300,000 $4,626,000 $0 $96,992,50051 Oct-27 $133,000 $150,000 $100,000 $4,000,000 $300,000 $4,683,000 $0 $101,675,500November 10, 2025Month Feasibility Study PeriodSchematic DesignFun-dingDesign DevelopConstruction DocumentsBidConstruction Phase11/10/2025Page 6 of 8 Killam Elementary SchoolEstimated Project Cash Flow SheetOPMDesigner & ConsultantsFF&E & Misc Construction Contingency Estimated Outlay Actual outlay Est Cum Act CumNovember 10, 2025Month 52 Nov-27 $154,000 $150,000 $1,750,000 $4,000,000 $300,000 $6,354,000 $0 $108,029,50053 Dec-27 $154,000 $100,000 $1,100,000 $3,500,000 $250,000 $5,104,000 $0 $113,133,50054 Jan-28 $127,000 $100,000 $250,000 $250,000 $175,000 $902,000 $0 $114,035,50055 Feb-28 $127,000 $100,000 $250,000 $250,000 $175,000 $902,000 $0 $114,937,50056 Mar-28 $108,000 $100,000 $25,000 $2,500,000 $175,000 $2,908,000 $0 $117,845,50057 Apr-28 $100,000 $100,000 $25,000 $1,500,000 $150,000 $1,875,000 $0 $119,720,50058 May-28 $100,000 $100,000 $25,000 $1,000,000 $100,000 $1,325,000 $0 $121,045,50059 Jun-28 $100,000 $100,000 $25,000 $1,500,000 $100,000 $1,825,000 $0 $122,870,50060 Jul-28 $100,000 $100,000 $25,000 $1,500,000 $100,000 $1,825,000 $0 $124,695,50061 Aug-28 $100,000 $100,000 $25,000 $1,250,000 $100,000 $1,575,000 $0 $126,270,50062 Sep-28 $82,000 $100,000 $25,000 $1,000,000 $100,000 $1,307,000 $0 $127,577,50063 Oct-28 $82,000 $100,000 $25,000 $700,000 $100,000 $1,007,000 $0 $128,584,50064 Nov-28 $82,000 $100,000 $25,000 $71,394 $100,000 $378,394 $0 $128,962,89465 Dec-28 $82,000 $50,000 $25,000 $100,000 $257,000 $0 $129,219,89466 Jan-29 $58,000 $50,000 $25,000 $100,000 $233,000 $0 $129,452,89467 Feb-29 $51,000 $40,000 $15,000 $50,000 $156,000 $0 $129,608,89468 Mar-29 $51,000 $40,000 $10,000 $25,000 $126,000 $0 $129,734,89469 Apr-29 $19,000 $40,000 $5,000 $25,000 $89,000 $0 $129,823,89470 May-29 $15,000 $40,000 $2,500 $25,000 $82,500 $0 $129,906,39471 Jun-29 $15,000 $40,000 $2,500 $25,000 $82,500 $0 $129,988,89472 Jul-29 $3,000 $5,208 $14,681 $22,889 $0 $130,011,783$130,011,783 $5,375,500 $11,795,208 $4,980,000 $101,521,394 $6,339,681 $130,011,783 $4,731,754Commissioning & Close outConstruction Phase11/10/2025Page 7 of 8 Town of ReadingKillam Elementary SchoolEstimated Project Cash Flow GraphNovember 10, 2025$0$20,000,000$40,000,000$60,000,000$80,000,000$100,000,000$120,000,000$140,000,000Estimated ExpenditureActual Expenditure2:04 PM 11/10/2025Page 8 of 8 100 Federal Street, Floor 13 Boston, MA 02110 www.cplusa.com October 30, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J. Warren Killam Elementary School Designer Amendment #21 Dear Mr. Kraunelis: Colliers Project Leaders has reviewed and recommend the approval of Lavallee Brensinger Architects’ Contract Amendment #21 for the J. Warren Killam Elementary School project. Lavallee Brensinger Architects’ Contract Amendment #21 is for extra services for Additional Soil Pre- characterization of the Phase 2 area of the site for a total of Five Thousand Five Hundred 00/100 Dollars ($5,500.00). We recommend using the following ProPay Codes and Breakdowns. Additional Services Proposed Fee ProPay Code Additional Soil Pre-Characterization $5,500.00 0204-0300 As design work is ongoing, we respectfully request execution of this agreement at the earliest opportunity. Please let us know if you have any questions. Sincerely, Justin Ferdenzi, Project Manager Justin.ferdenzi@collierseng.com cc: Tom Milaschewski, Superintendent Carla Nazzaro, School Building Committee Chair Boston | Manchester | Portland | www.LBPA.com October 30, 2025 Mr. Matthew Kraunelis Town Manager Town of Reading, MA 16 Lowell St. Reading, MA 01867 E-Mail: mkraunelis@ci.reading.ma.us Re: Killam Elementary School Owner-Architect Contract Amendment No. 21 – Additional Soil Precharacterization Dear Mr. Kraunelis, Please find attached Amendment No. 21 to the Owner-Architect Contract. This Amendment includes the following Additional Services: • Additional Soil Pre-characterization - $5,000 • Administrative 10% Markup – $500 The total value of this contract amendment is $5,500 Based on discussion with Mike Carroll, Pat Tompkins, and John Coote, it was agreed that it would be prudent to perform some additional soil pre-characterization of the Phase 2 area of the site (the area around the existing school), in order to have additional data regarding scope and cost related to potentially contaminated soils in this area. By performing this work concurrently with the pre-characterization of the Phase 1 (fields) area of the site, we are able to avoid costs related to mobilizing the drilling rig. Due to the time-sensitive nature of this request, we request approval of this fee proposal today, and this fee proposal is valid through the end of the day today, October 30. Please refer to the attachment for additional information. Sincerely, Leigh S. Sherwood, AIA, LEED AP, NCARB Principal Attachments: - CDW email dated 10/30/2025 Cc: Michael Carroll, Justin Ferdenzi, Colliers Project Leaders Boston | Manchester | Portland | www.LBPA.com ATTACHMENT F CONTRACT FOR DESIGNER SERVICES AMENDMENT NO. 20 WHEREAS, the Town of Reading (“Owner”) and Lavallee Brensinger Architects (the “Designer”) (collectively, the “Parties”) entered into a Contract for Designer Services for the Killam Elementary School Project at the Killam Elementary School on the 12th day of December in the year Two- Thousand Twenty-three (“Contract”); and WHEREAS, effective as of October 30, 2025, the Parties wish to amend the Contract: NOW, THEREFORE, in consideration of the promises and the mutual covenants contained in this Amendment, and other good and valuable consideration, the receipt and legal sufficiency of which are hereby acknowledged, the Parties, intending to be legally bound, hereby agree as follows: 1. The Owner hereby authorizes the Designer to perform services for the Design Development Phase, the Construction Phases, and the Final Completion Phase of the Project, pursuant to the terms and conditions set forth in the Contract, as amended. 2. For the performance of services required under the Contract, as amended, the Designer shall be compensated by the Owner in accordance with the following Fee for Basic Services: Fee for Basic Services: Original Contract After this Amendment 21 Including Amd 1-20 Feasibility Study Phase $ 400,000.00 $ 400,000.00 Environmental and Site $ 283,130.00 $ 283,130.00 Other Services (FS) $ 505,503.94 $ 505,503.94 Schematic Design Phase $ 450,000.00 $ 450,000.00 Design Development Phase $ 1,887,500.00 $ 1,887,500.00 Construction Document Phase $ 3,342,500.00 $ 3,342,500.00 Bidding Phase $ 286,500.00 $ 286,500.00 Construction Phase $ 3,342,500.00 $ 3,342,500.00 Completion Phase $ 191,000.00 $ 191,000.00 Other Basic Services $ 0.00 $ 0.00 Extra Services Over the Basic $ 783,987.00 $ 789,487.00 Total Fee $ 11,472,620.94 $ 11,478,120.94___ This Amendment is a result of: Additional Service – Additional Soil Precharacterization 3. The Construction Budget shall be as follows: Original Budget: $ TBD Amended Budget $ TBD 4. The Project Schedule shall be as follows: Original Schedule: $ TBD Amended Schedule $ TBD 5. This Amendment contains all of the terms and conditions agreed upon by the Parties as amendments to the original Contract. No other understandings or representations, oral or otherwise, regarding amendments to the original Contract shall be deemed to exist or bind the Parties, and all other terms and conditions of the Contract remain in full force and effect. IN WITNESS WHEREOF, the Owner, with the prior approval of the Authority, and the Designer have caused this Amendment to be executed by their respective authorized officers. IN WITNESS WHEREOF, the Owner, with the prior approval of the Authority, and the Designer have caused this Amendment to be executed by their respective authorized officers. OWNER _____________________________________________________________ (print name) (print title) By (signature ) Date DESIGNER _____________________________________________________________ (print name) (print title) By (signature ) Date 100 Federal Street, Floor 13 Boston, MA 02110 www.cplusa.com November 04, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J. Warren Killam Elementary School Project Management – Partners Technology Inv #26000521 Dear Mr. Kraunelis: Colliers Project Leaders has reviewed and based on the recommendation from the Town of Reading, we are recommending the approval of Partners Technology PO #26000521 to the J. Warren Killam Elementary School project. Partners Technology PO #26000521 is for the work to improve existing audio for a total of Two Thousand Two Hundred Seventy 88/100 Dollars ($2,270.88). (ProPay Code: 0603-0000) As project work is ongoing, we respectfully request execution of this agreement at the earliest opportunity. Please let us know if you have any questions. Sincerely, Justin Ferdenzi, Project Manager Justin.ferdenzi@collierseng.com cc: Mike Carroll, Colliers Project Leaders Tom Milaschewski, Superintendent Carla Nazzaro, School Building Committee Chair 100 Federal Street, Floor 13 Boston, MA 02110 www.cplusa.com November 04, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J. Warren Killam Elementary School Project Management – Comm-Tract Crop Inv #3425031 Dear Mr. Kraunelis: Colliers Project Leaders has reviewed and based on the recommendation from the Town of Reading, we are recommending the approval of Com-Tract Corp Invoice #3425031 to the J. Warren Killam Elementary School project. Com-Tract Corp Invoice #3425031 is for the repair of fiber network due to unforeseen issue during modular relocation for a total of Fourteen Thousand One Hundred Twenty-Nine 48/100 Dollars ($14,129.48). (ProPay Code: 0603-0000) As project work is ongoing, we respectfully request execution of this agreement at the earliest opportunity. Please let us know if you have any questions. Sincerely, Justin Ferdenzi, Project Manager Justin.ferdenzi@collierseng.com cc: Mike Carroll, Colliers Project Leaders Tom Milaschewski, Superintendent Carla Nazzaro, School Building Committee Chair Date 8/28/2025 Invoice #3425031Bill To Town of Reading 16 Lowell Street Reading, MA 01867 Comm-Tract Corp 235 Summer Road #4 Boxborough, MA 01719 P.O. No. Terms Net 30 Total Due Subtotal Sales Tax (6.25%) 235 Summer Road Building #4 Boxborough, Massachusetts 01719 Telephone: 781-890-5070 Fax: 781-890-0105 www.comm-tract.com Description:Amount Labor 9,880.00 Materials 3,299.48 Equipment 950.00 Responded to reported fiber optic network outage at the Reading HS on 7/16/25. 2 damaged fiber optic cables (66 count and 24 count) near the Tennis Courts. Ran 1000ft of new fiber optic cable. Fusion butt spliced 90 fibers at both ends of newly placed fiber optic cable segment. Confirmed restoration of network services. $14,129.48 $14,129.48 $0.00 100 Federal Street, Floor 13 Boston, MA 02110 www.cplusa.com November 10, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J. Warren Killam Elementary School Project Management – Convergint Technologies, LLC. Dear Mr. Kraunelis: Colliers Project Leaders has reviewed and based on the recommendation from the Town of Reading, we are recommending the approval of Convergint Technologies, LLC Service Agreement to the J. Warren Killam Elementary School project. Convergint Technologies, LLC. Service Agreement is for the Modular relocation Telecommunication services for a total of Four Thousand and 00/100 Dollars ($4,000.00). (ProPay Code: 0603-0000) As project work is ongoing, we respectfully request execution of this agreement at the earliest opportunity. Please let us know if you have any questions. Sincerely, Justin Ferdenzi, Project Manager Justin.ferdenzi@collierseng.com cc: Mike Carroll, Colliers Project Leaders Tom Milaschewski, Superintendent Carla Nazzaro, School Building Committee Chair 100 Federal Street, Floor 13 Boston, MA 02110 www.cplusa.com November 10, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J. Warren Killam Elementary School Project Management – Modulease Contract Change Order #1 Dear Mr. Kraunelis: Colliers Project Leaders has reviewed and based on the recommendation from the Town of Reading, we are recommending the approval of Modulease Change Order #1 to the J. Warren Killam Elementary School project. Modulease PCO #1 is for installing additional Fence and guardrail along the raised crushed stone pad and retaining wall. This Change Order will add $2,499.00 to Modulease’s Contract for the relocation of the two modular classrooms from the J. Warren Killam Elementary School site to the High School site at Oakland Road for an adjusted total of Seven Hundred sixteen Thousand Eight Hundred 00/100 Dollars ($716,899.00). (ProPay Code: 0603-0000) As project work is ongoing, we respectfully request execution of this agreement at the earliest opportunity. Please let us know if you have any questions. Sincerely, Justin Ferdenzi, Project Manager Justin.ferdenzi@collierseng.com cc: Mike Carroll, Colliers Project Leaders Tom Milaschewski, Superintendent Carla Nazzaro, School Building Committee Chair 8/19/25 OPM Fee Calculation WorksheetTown of Reading, MAFees for Facilities Support Services202620272028MayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberSummerSummerSummerSummerKillam Elementary School6Module 6 - Detailed DesignDesign DevelopmentConstruction Documents7Module 7 - Construction BiddingConstruction - Building (Phase 1)Construction - Demo & Site (Phase 2)8Module 8 - Closeout Fees for ServicesTotalsStaffing Equivalency per Month (FTE)Clerk of the works20% 20% 20% 20% 40% 80% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%Hours of ServiceTotalsMonthly Hours Associated with Staffing LevelsClerk of the works5,440000000034343434681361701701701701701701701701701701701701701701701701701701701701701701701701701701701701701700Total Hours5,440000000034343434681361701701701701701701701701701701701701701701701701701701701701701701701701701701701701701700FEE CALC BY MONTHTotals202620272028Monthly Forecast 412,9810 0 0 0 0 0 0 2,380 2,475 2,475 2,475 4,950 9,901 12,376 12,376 12,376 12,376 12,376 12,376 12,376 12,871 12,871 12,871 12,871 12,871 12,871 12,871 12,871 12,871 12,871 12,871 12,871 13,386 13,386 13,386 13,386 13,386 13,386 13,386 13,386 13,386 13,386 13,386 0 Friday, November 7, 2025Close out Colors to use in representing the schedule timelineCDBidConstructionOption 1 Escalation 05/23/25to 08/08/2505/23/25 to 04/08/2604/01/28 to 06/29/2908/19/25 to 03/30/2603/17/26to 03/17/26 to 11/16/2805/14/26 to 12/16/2703/03/28 to 11/16/28Colliers Project Leaders OPM Fee Calculation WorksheetTown of Reading, MAFees for Facilities Support Services202620272028MayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberSummerSummerSummerSummerKillam Elementary School6Module 6 - Detailed DesignDesign DevelopmentConstruction Documents7Module 7 - Construction BiddingConstruction - Building (Phase 1)Construction - Demo & Site (Phase 2)8Module 8 - Closeout Fees for ServicesTotalsStaffing Equivalency per Month (FTE)Clerk of the works20% 20% 20% 20% 40% 80% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%Hours of ServiceTotalsMonthly Hours Associated with Staffing LevelsClerk of the works5,440000000034343434681361701701701701701701701701701701701701701701701701701701701701701701701701701701701701701700Total Hours5,440000000034343434681361701701701701701701701701701701701701701701701701701701701701701701701701701701701701701700FEE CALC BY MONTHTotals202620272028Monthly Forecast 380,8000 0 0 0 0 0 0 2,380 2,380 2,380 2,380 4,760 9,520 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 11,900 0 BidConstruction Close out Friday, November 7, 2025Colors to use in representing the schedule timelineCDOption 1 No Escalation05/23/25to 08/08/2505/23/25 to 04/08/2604/01/28 to 06/29/2908/19/25 to 03/30/2603/17/26to 03/17/26 to 11/16/2805/14/26 to 12/16/2703/03/28 to 11/16/28Colliers Project Leaders OPM Fee Calculation WorksheetTown of Reading, MAFees for Facilities Support Services202620272028MayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberSummerSummerSummerSummerKillam Elementary School6Module 6 - Detailed DesignDesign DevelopmentConstruction Documents7Module 7 - Construction BiddingConstruction - Building (Phase 1)Construction - Demo & Site (Phase 2)8Module 8 - Closeout Fees for ServicesTotalsStaffing Equivalency per Month (FTE)Clerk of the works20% 20% 50% 50% 50% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 100% 100% 100% 40%Hours of ServiceTotalsMonthly Hours Associated with Staffing LevelsClerk of the works1,92100000000000343485858568686868686868686868686868686817017017068000000000Total Hours1,92100000000000343485858568686868686868686868686868686817017017068000000000FEE CALC BY MONTHTotals202620272028Monthly Forecast 144,9440 0 0 0 0 0 0 0 0 0 0 2,475 2,475 6,188 6,188 6,188 4,950 4,950 4,950 4,950 5,148 5,148 5,148 5,148 5,148 5,148 5,148 5,148 5,148 5,148 5,148 12,871 13,386 13,386 5,354 0 0 0 0 0 0 0 0 0 BidConstruction Close out Friday, November 7, 2025Colors to use in representing the schedule timelineCDOption 2 Partial Escalation 05/23/25to 08/08/2505/23/25 to 04/08/2604/01/28 to 06/29/2908/19/25 to 03/30/2603/17/26to 03/17/26 to 11/16/2805/14/26 to 12/16/2703/03/28 to 11/16/28Colliers Project Leaders OPM Fee Calculation WorksheetTown of Reading, MAFees for Facilities Support Services202620272028MayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberSummerSummerSummerSummerKillam Elementary School6Module 6 - Detailed DesignDesign DevelopmentConstruction Documents7Module 7 - Construction BiddingConstruction - Building (Phase 1)Construction - Demo & Site (Phase 2)8Module 8 - Closeout Fees for ServicesTotalsStaffing Equivalency per Month (FTE)Clerk of the works20% 20% 50% 50% 50% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40%Hours of ServiceTotalsMonthly Hours Associated with Staffing LevelsClerk of the works2,1590000000000034348585856868686868686868686868686868686868686868686868686868680Total Hours2,1590000000000034348585856868686868686868686868686868686868686868686868686868680FEE CALC BY MONTHTotals202620272028Monthly Forecast 151,1300 0 0 0 0 0 0 0 0 0 0 2,380 2,380 5,950 5,950 5,950 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 4,760 0 BidConstruction Close out Friday, November 7, 2025Colors to use in representing the schedule timelineCDOption 2 Partial No Escalation05/23/25to 08/08/2505/23/25 to 04/08/2604/01/28 to 06/29/2908/19/25 to 03/30/2603/17/26to 03/17/26 to 11/16/2805/14/26 to 12/16/2703/03/28 to 11/16/28Colliers Project Leaders 100 Federal Street Floor 13 Boston, MA 02110 Main: +1 617 330 8000 www.cplusa.com November 04, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J Warren Killam Elementary School Designer Services Invoice # 22654 Dear Mr. Kraunelis: Colliers Project Leaders has reviewed the attached invoice and finds that the invoice is in compliance with the contract and the amount is appropriate for the scope of services delivered during this time period. The referenced invoice is #22654 for Lavallee Brensinger Architects, for the Month of September 2025. The total recommended Payment is $ 614,658.81 We recommend payment of this amount, using the following ProPay Codes and Breakdowns. Invoice Number Task Request This Period ProPay Code 22654 Construction Documents $501,375.00 0201-0500 22654 Geothermal Add Services $69,785.00 0003-0000 22654 Hazardous Materials $19,800.00 0204-0200 22654 Geotechnical $617.76 0204-0300 22654 Geoenvironmental $10,450.00 0204-0300 22654 Other Reimbursables $806.05 0203-9900 22654 Compliance Energy Modeling $9,900.00 0203-9900 22654 Tree Removal and Protection $1,925.00 0203-9900 Please feel free to contact me at (508) 326 6078 if you have any questions concerning this invoice. Sincerely, Justin Ferdenzi, Project Manager Justin.ferdenzi@collierseng.com Attachments: 2025 09 LBA Inv#22654 Invoice Total:$614,658.81 Customer PO #23004647-001 Matthew Kraunelis Town of Reading MA 16 Lowell Street Reading, MA 01867 October 8, 2025 Project No:23-106-00 Invoice No:22654 155 Dow Street, Suite 400 Manchester, NH 03101 603-622-5450 Project 23-106-00 Reading Killam Elementary School Professional Services from September 1, 2025 to September 30, 2025 Task 025 Feasibility Study Fee Total Fee 400,000.00 Percent Complete 100.00 Total Earned 400,000.00 Previous Fee Billing 400,000.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Task Task 026 Reimbursable Expenses 0.00Total this Task Task 100 Basic Services Phase 002 Schematic Design Fee Total Fee 450,000.00 Percent Complete 100.00 Total Earned 450,000.00 Previous Fee Billing 450,000.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 003 Design Development - 0201-0400 Fee Total Fee 1,887,500.00 Percent Complete 100.00 Total Earned 1,887,500.00 Previous Fee Billing 1,887,500.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 004 Construction Documents - 0201-0500 Fee Project 2265423-106-00 Reading Killam Elementary School Invoice Total Fee 3,342,500.00 Percent Complete 15.00 Total Earned 501,375.00 Previous Fee Billing 0.00 Current Fee Billing 501,375.00 Total Fee 501,375.00 $501,375.00Total this Phase Phase 005 Bidding & Negotiation - 0201-0600 Fee Total Fee 286,500.00 Percent Complete 0.00 Total Earned 0.00 Previous Fee Billing 0.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 006 Construction Administration - 0201-0700 Fee Total Fee 3,342,500.00 Percent Complete 0.00 Total Earned 0.00 Previous Fee Billing 0.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 007 Closeout - 0201-0800 Fee Total Fee 191,000.00 Percent Complete 0.00 Total Earned 0.00 Previous Fee Billing 0.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase $501,375.00Total this Task Task 101 Reimbursable Expenses - Basic 0.00Total this Task Task 200 Add Services Phase 001 Amendment #1 - Survey Fee Total Fee 26,400.00 Percent Complete 100.00 Total Earned 26,400.00 Previous Fee Billing 26,400.00 Current Fee Billing 0.00 Total Fee 0.00 Page 2 Project 2265423-106-00 Reading Killam Elementary School Invoice 0.00Total this Phase Phase 002 Amendment #2 - Traffic This phase will not be billed any further, remaining funds have been moved to phase 015. Fee Total Fee 120,450.00 Percent Complete 76.2639 Total Earned 91,859.90 Previous Fee Billing 91,859.90 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 003 Amendment #3 - HazMat Fee Total Fee 4,950.00 Percent Complete 100.00 Total Earned 4,950.00 Previous Fee Billing 4,950.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 004 Amendment #4 - Environmental Fee Total Fee 14,520.00 Percent Complete 100.00 Total Earned 14,520.00 Previous Fee Billing 14,520.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 005 Amendment #5 - GeoTech Fee Total Fee 41,800.00 Percent Complete 100.00 Total Earned 41,800.00 Previous Fee Billing 41,800.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 006 Amendment #6 - Soil Testing - 0003-0000 Fee Total Fee 2,750.00 Percent Complete 100.00 Total Earned 2,750.00 Previous Fee Billing 2,750.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Page 3 Project 2265423-106-00 Reading Killam Elementary School Invoice Phase 007 Amendment #7 - HVAC Cost Estimate - 0004-0000 Fee Total Fee 2,750.00 Percent Complete 100.00 Total Earned 2,750.00 Previous Fee Billing 2,750.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 008 Amendment #8 - SD Energy Modeling - 0004-0000 Fee Total Fee 16,500.00 Percent Complete 100.00 Total Earned 16,500.00 Previous Fee Billing 16,500.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 009 Amendment #9 - Presentation Boards - 0004-0000 Fee Total Fee 2,753.94 Percent Complete 100.00 Total Earned 2,753.94 Previous Fee Billing 2,753.94 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 010 Amendment #13 - Continuation of Services - 0004-0000 Fee Total Fee 500,000.00 Percent Complete 100.00 Total Earned 500,000.00 Previous Fee Billing 500,000.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 011 Amendment #11 - HVAC System Comparison Estimate - 0003-0000 Fee Total Fee 1,540.00 Percent Complete 100.00 Total Earned 1,540.00 Previous Fee Billing 1,540.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 013 Amendment #14 - Geothermal Add Services - 0003-0000 Fee Total Fee 72,810.00 Page 4 Project 2265423-106-00 Reading Killam Elementary School Invoice Percent Complete 100.00 Total Earned 72,810.00 Previous Fee Billing 3,025.00 Current Fee Billing 69,785.00 Total Fee 69,785.00 $69,785.00Total this Phase Phase 014 Amendment #16 - DD-CL Add Services Fee Billing Phase Phase Fee Percent Complete Fee Earned Previous Fee Billing Current Fee Billing Hazardous Materials - 0204- 0200 172,700.00 11.465 19,800.00 0.00 19,800.00 Geotechnical - 0204-0300 148,038.00 4.2366 6,271.76 5,654.00 617.76 Geoenvironmental - 0204- 0300 70,670.00 14.787 10,450.00 0.00 10,450.00 Soil Testing - 0204-0400 3,300.00 0.00 0.00 0.00 0.00 Building Control Plan - 0204- 0400 3,850.00 10.00 385.00 385.00 0.00 Supplemental Survey - 0204- 0400 11,000.00 100.00 11,000.00 11,000.00 0.00 Certified Plot Plan - 0204-0400 4,400.00 0.00 0.00 0.00 0.00 Site Acoustic Survey - 0204- 0400 7,700.00 75.00 5,775.00 5,775.00 0.00 Reimbursables - 0203-9900 22,000.00 11.9398 2,626.75 1,820.70 806.05 Total Fee 443,658.00 56,308.51 24,634.70 31,673.81 Total Fee 31,673.81 $31,673.81Total this Phase Phase 015 Amendment #17 - DD-CL Add Services #2 Remaining funds of $28,590 have been moved from phase 002 to this phase. Fee Billing Phase Phase Fee Percent Complete Fee Earned Previous Fee Billing Current Fee Billing Traffic Engineering (on-site) 0204-1200 50,160.00 0.00 0.00 0.00 0.00 Traffic Engineering (off-site) 0204-1200 59,290.00 0.00 0.00 0.00 0.00 Compliance Energy Modeling 0203-9900 77,000.00 38.5714 29,700.00 19,800.00 9,900.00 Tree Removal and Protection 0203-9900 7,700.00 25.00 1,925.00 0.00 1,925.00 Total Fee 194,150.00 31,625.00 19,800.00 11,825.00 Total Fee 11,825.00 $11,825.00Total this Phase Phase 016 Amendment # 18 - Additional Survey Services - 0204-0400 Fee Total Fee 24,750.00 Percent Complete 0.00 Total Earned 0.00 Previous Fee Billing 0.00 Current Fee Billing 0.00 Page 5 Project 2265423-106-00 Reading Killam Elementary School Invoice Total Fee 0.00 0.00Total this Phase $113,283.81Total this Task $614,658.81Total this Invoice Project Outstanding Invoices Invoice Number Invoice Date Balance Due 22499 9/12/2025 484,745.00 Total 484,745.00 Current Prior Total Billings to Date 614,658.81 3,490,783.54 4,105,442.35 Your mission inspires us. Our creativity and knowledge empower you. Together we achieve excellence. Thank you for your business. Our standard payment terms are thirty (30) days from invoice date. Any amounts remaining unpaid beyond thirty (30) days are subject to interest at a rate of 1.0% per month, 12% per annum or at the legal prevailing rate. Page 6 Thank you for the opportunity for UEC to provide professional services. 12 Brewster Road Please reference UEC invoice number with payment. Framingham, MA 01702 FID#04-3573107 (508)628-5486 adieb@uec-env.com INVOICE #12871 September 9, 2025 Accounts Payable Lavallee Brensinger Architects 155 Dow Street, Suite 400 Manchester, NH 03101 Reference: Hazardous Materials Consulting Services Killam School, Reading, MA LBA Project Number: 23-106-00 Professional Services: Task I: Lump Sum Fee $ 6,500.00 Thank you for the opportunity for UEC to provide professional services. 12 Brewster Road Please reference UEC invoice number with payment. Framingham, MA 01702 FID#04-3573107 (508)628-5486 adieb@uec-env.com INVOICE #12892 September 16, 2025 Accounts Payable Lavallee Brensinger Architects 155 Dow Street, Suite 400 Manchester, NH 03101 Reference: Hazardous Materials Consulting Services Killam School, Reading, MA LBA Project Number: 23-106-00 Professional Services: Task II: Lump Sum Fee $ 11,500.00 Invoice Date:9/26/2025 Invoice No.:2412-04 Bill To Lavallee Brensinger Architects 155 Dow Street, Suite 400 Manchester, NH 03101 Terms Due on receipt Client No. 2090 Project Name Prop. J Warren Killam Elem. Sc Project Number 2412 Location Reading, MA Invoice for Period Ending:08/31/2025 Total due this invoice Balance Due 100 Chelmsford Road Suite 2 Billerica, MA 01862 Phone: (978) 330-5912 Fax: (978) 330-5056 E-mail: LGCI@LGCinc.net Description Qty Rate Amount Services Performed June 31, 2025 through August 31, 2025 LGCI Proposal No. 25057 $126,240.00 Amount Previously Billed $ 5,140.00 Current LGCI Invoice No. 2412-04 $ 561.60 Total Billed to Date $5,701.60 Balance Remaining from Budget $120,538.40 Task 8.3 Consultation Senior Geotechnical Engineer - Consultation 2.4 234.00 561.60 Make check payable to Lahlaf Geotechnical Consulting, Inc. $561.60 $561.60 Invoice LAVALEE BRENSINGER ARCHITECTS 99 BEDFORD STREET SUITE 501 BOSTON, MA 02111 September 16, 2025 Project No:02225.00 Invoice No:0000001 CDW CONSULTANTS, INC. Terms: Due upon Receipt; (508) 875-2657 Remit: 4 California Avenue, Suite 301 Framingham, MA 01701 Project 02225.00 LBA - GEOENVIRO DESIGN DEV CONST/ADMIN Professional Services from August 3, 2025 to August 31, 2025 Task 00001 DESIGN DEVELOPMENT SUPPORT Fee Total Fee 9,000.00 Percent Complete 80.00 Total Earned 7,200.00 Previous Fee Billing 0.00 Current Fee Billing 7,200.00 Total Fee 7,200.00 $7,200.00Total this Task Task 00002 CONSTRUCTION DOCS/CONSTRUCTION ADMIN Fee Total Fee 9,200.00 Percent Complete 25.00 Total Earned 2,300.00 Previous Fee Billing 0.00 Current Fee Billing 2,300.00 Total Fee 2,300.00 $2,300.00Total this Task $9,500.00Total this Invoice REQUEST FOR PAYMENT To:Lavallee | Brensinger Architects Purchasing Department 155 Dow Street; Suite 400 Manchester, NH 03101 Attn.Jenni Katajamaki Project Name:Killam Elementary School From:Terraink, Incorporated Contract Number: 7 Central Street Purchase Number: LBA PO # 23-106-00 Suite 150 Contract Date:12/06/2023; 05/28/2025 Arlington, MA 02476 Terraink Number: 24001 Phone:781-316-1595 Invoice Number:2161 Email:admin@terraink.com BILLING PERIOD:31 Aug 2025 through 30 Sept 2025 FIXED FEE CONTRACT Previous Total Remaining Billing Current Billing Balance Current Contract Against Invoice Against Percent On Invoice Task Amount Contract Amount Contract Complete Contract Payout 1 $ 10,000.00 10,000.00 - 10,000.00 100% - - 2 $ 15,000.00 15,000.00 - 15,000.00 100% - - 3 $ 13,000.00 9,750.00 3,250.00 13,000.00 100% - 3,250.00 4 $ 80,000.00 60,000.00 20,000.00 80,000.00 100% - 20,000.00 5 $ 50,000.00 - 12,500.00 12,500.00 25% 37,500.00 12,500.00 6 $ 50,000.00 - 7,500.00 7,500.00 15% 42,500.00 7,500.00 7 $ 5,000.00 - - - 5,000.00 - 8 $ 40,000.00 - - - 40,000.00 - 9 $ 4,000.00 - - - 4,000.00 - 10 $ 7,000.00 - 1,750.00 1,750.00 25% 5,250.00 1,750.00 11 $ - - - - - - $ 274,000.00 94,750.00 45,000.00 139,750.00 18% 134,250.00 45,000.00 Bidding Phase Construction Administration Phase Add Service: Tree Protection & Removal Plan; 08/13/2025 NTP Email TOTALS Construction Document Phase; Sept 2025 percentage based billing (15%) Project Close Out Phase Add Service: Arborist + TI Mgt Fee Permitting and Town Regulations Phase; Sept 2025 percentage based billing (100%) Design Development Phase; Sept 2025 percentage based billing (100%) Early Site Package and Enabling Package; Standalone Document; Sept 2025 percentage based billing (25%) Description Feasibility Phase Schematic Design Phase Revised 04/04/2018 9/29/2025 3:07 PM 2025-09-30_Terraink_#240001_Killam ES_Invoice #2161 (DD-CO) Bank: Percent Previous Current Remaining Invoice Date: Payment Terms: Project No: Invoice No: 24,000.00 Total this Invoice Invoice subtotal Currency 24,000.00 0.00 Subtotal billing contractcompletebillingPhaseFee 24,000.00 USD (Include Project Number and Invoice Number) 9,000.00 120,000.00 63.33%52,000.00 24,000.00 44,000.00 LEED Model 15,000.00 40.00%0.00 6,000.00 10,000.00 Backstop ASR 30,000.00 50.00%9,000.00 6,000.00 15,000.00 TEDI ASR 25,000.00 60.00%9,000.00 6,000.00 0.00 Design Assistance Energy Modeling ASR 25,000.00 60.00%9,000.00 6,000.00 10,000.00 9300 FS-SD 25,000.00 100.00%25,000.00 0.00 Killam Elementary School - Schematic Design LBA Project Number: 23-106-00 For professional services through Friday, August 22, 2025 Killam Elementary School - SD 0.00 0.00%0.00 0.00 0.00 Progress detail Jenni Katajamaki Net 30 Days Attn: Accounts Payable 155 Dow Street, Suite 400 Manchester, NH 03101 USA P23264_00 ARIV0020953 WFBIUS6S INVOICE Lavallee Brensinger Architects Friday, August 22, 2025 SEND PAYMENT & REMITTANCE ADVICE TO Thornton Tomasetti, Inc.P.O. Box 781187 Philadelphia, PA 19178-1187 USA 120 Broadway New York, NY 10271 accountsreceivable@thorntontomasetti.com Routing Number:121000248 420 Montgomery Street San Francisco, CA 94104 Accout #:2000039485775 Account Name: Federal Tax ID:13-1251070 Swift: Subtotal Office: 14 York Street, Suite 201 Portland, ME 04101 USA 207.245.6060 100 Federal Street Floor 13 Boston, MA 02110 www.cplusa.com November 04, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J Warren Killam Elementary School Project Management Services Invoice #0001101071 Dear Mr. Kraunelis: Attached please find Colliers Project Leaders (CPL) invoice #0001101071, in the amount of $30,765.00 for Owner Project Manager services as authorized in Contract for the J Warren Killam Elementary School Project, during the month of September 2025. In the period of September 1 - September 30, 2025, the specific tasks undertaken and billed to this invoice include: • Prepare and attend in person School Building Committee meeting. • Attend and prepared agendas for XLT Meetings. • Attend Communications group meetings. • Attend Design meetings • Review Architect invoice • Review Architect Amendment #19 & #20 • Prepare and coordinate DD phase MSBA review comments • Review of Geothermal test well report • Modular relocation invoices and commitment review • Developed code review, tax consultant and materials testing RFPs. Please take note of our new remit to address;101 Crawfords Corner Road Suite 3400, Holmdel, New Jersey 07733. Please feel free to contact me at (508) 215-6050 if you have any questions concerning this invoice. Sincerely, Justin Ferdenzi, ProPay Code: Project Manager $30,765.00: 0102-0400 Attachement : 2025 09 Colliers Invoice #1101071 For Professional Services Rendered Through 9/30/2025 Current Billings 30,765.00 3 Amount Due This Bill 30,765.00 Billings Fee Remaining Fee % Complete To Date Previous Current Feasibility Study / Schematic Design Phase 320,000.00 0.00 100.00 320,000.00 320,000.00 0.00 Cost Estimating 15,500.00 0.00 100.00 15,500.00 15,500.00 0.00 Design Development 250,000.00 91,314.25 63.47 158,685.75 127,920.75 30,765.00 Construction Documents 500,000.00 500,000.00 0.00 0.00 0.00 0.00 Bidding 150,000.00 150,000.00 0.00 0.00 0.00 0.00 Construction Administration 3,175,000.00 3,175,000.00 0.00 0.00 0.00 0.00 Completion / Closeout 216,569.00 216,569.00 0.00 0.00 0.00 0.00 Estimating 54,000.00 54,000.00 0.00 0.00 0.00 0.00 Subtotal:4,681,069.00 4,186,883.25 10.56 494,185.75 463,420.75 30,765.00 mike.carroll@collierseng.com; justin.ferdenzi@collierseng.com Town of Reading Attn: Matt Kraunelis 16 Lowell St Reading, MA 01867 Invoice : 0001101071 Invoice Date : 10/5/2025 Project : 23010425A Project Manager: Osterman, Derek Project Name : Reading MA/ OPM - J. Warren Killam Elementary School REMIT TO: Colliers Project Leaders USA NE, LLC 101 Crawfords Corner Road, Suite 3400 | Holmdel, NJ 07733 Phone: 877-627-3772 | Fax: 732-383-1980 In accordance with our business terms and conditions, acceptance of this invoice is implied unless Colliers Project Leaders USA NE, LLC is notified by 14 days from the date of this invoice. If timely payment cannot be made due to any discrepancy, please E-mail a brief explanation to Billing@colliersengineering.com and we will reply as soon as possible. EFT/ACH PAYMENT INFO: Colliers Engineering & Design, Inc. | JP Morgan Chase | Routing 021000021 | Account# 836759092 Project: 23010425A - Reading MA/ OPM - J. Warren Killam Elementary School Invoice: 0001101071 PM04 - Design Development Labor Rate Labor Class Hours Rate Amount Assistant Project Manager 30.00 190.0000 5,700.00 MEP/Tech Support 4.00 250.0000 1,000.00 Project Director 30.25 340.0000 10,285.00 Senior Project Manager 52.00 265.0000 13,780.00 Total Rate Labor 30,765.00 Total Labor 30,765.00 Total Bill Task: PM04 - Design Development 30,765.00 Total Project: 23010425A - Reading MA/ OPM - J. Warren Killam Elementary School 30,765.00 Page: 1 100 Federal Street, Floor 13 Boston, MA 02110 Main: +1 617 330 8000 www.cplusa.com November 04, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J Warren Killam Elementary School – Comm-Tract Crop Invoice #3425031 Dear Mr. Kraunelis, Colliers Project Leaders, the Owner’s Project Manager, has reviewed the attached, Comm-Tract Crop, invoice #3425031, and recommend payment of $14,129.48 for fiber optic repair for the J Warren Killam Elementary School Project. We recommend payment of this amount, using the following ProPay Codes and Breakdowns. Invoice Number Task Request This Period ProPay Code 3425031 Modular Relocation – Fiber Optic Repair $14,129.48 0603-0000 Please feel free to contact me at (617) 860-2267 if you have any questions concerning this invoice. Sincerely, Justin Ferdenzi, Project Manager Justin.ferdenzi@collierseng.com cc: Tom Milaschewski, Superintendent Carla Nazzaro, School Building Committee Chair Attachment: Comm-Tract Crop Invoice #3425031 $14,129.48 - ProPay Code: 0603-0000 Date 8/28/2025 Invoice #3425031Bill To Town of Reading 16 Lowell Street Reading, MA 01867 Comm-Tract Corp 235 Summer Road #4 Boxborough, MA 01719 P.O. No. Terms Net 30 Total Due Subtotal Sales Tax (6.25%) 235 Summer Road Building #4 Boxborough, Massachusetts 01719 Telephone: 781-890-5070 Fax: 781-890-0105 www.comm-tract.com Description:Amount Labor 9,880.00 Materials 3,299.48 Equipment 950.00 Responded to reported fiber optic network outage at the Reading HS on 7/16/25. 2 damaged fiber optic cables (66 count and 24 count) near the Tennis Courts. Ran 1000ft of new fiber optic cable. Fusion butt spliced 90 fibers at both ends of newly placed fiber optic cable segment. Confirmed restoration of network services. $14,129.48 $14,129.48 $0.00 100 Federal Street, Floor 13 Boston, MA 02110 Main: +1 617 330 8000 www.cplusa.com November 04, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J Warren Killam Elementary School – Partners Technology Invoice #112283 Dear Mr. Kraunelis, Colliers Project Leaders, the Owner’s Project Manager, has reviewed the attached, Partners Technology, invoice #112283, and recommend payment of $2,270.88 for fiber optic repair for the J Warren Killam Elementary School Project. We recommend payment of this amount, using the following ProPay Codes and Breakdowns. Invoice Number Task Request This Period ProPay Code 112283 Modular Relocation – Audio $2,270.88 0603-0000 Please feel free to contact me at (617) 860-2267 if you have any questions concerning this invoice. Sincerely, Justin Ferdenzi, Project Manager Justin.ferdenzi@collierseng.com cc: Tom Milaschewski, Superintendent Carla Nazzaro, School Building Committee Chair Attachment: Partners Technology Invoice #112283 $2,270.88 - ProPay Code: 0603-0000 100 Federal Street Floor 13 Boston, MA 02110 Main: +1 617 330 8000 www.cplusa.com November 06, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J Warren Killam Elementary School Designer Services Invoice # 22803 Dear Mr. Kraunelis: Colliers Project Leaders has reviewed the attached invoice and finds that the invoice is in compliance with the contract and the amount is appropriate for the scope of services delivered during this time period. The referenced invoice is #22803 for Lavallee Brensinger Architects, for the Month of October 2025. The total recommended Payment is $575,480.90 We recommend payment of this amount, using the following ProPay Codes and Breakdowns. Invoice Number Task Request This Period ProPay Code 22803 Construction Documents $501,375.00 0201-0500 22803 Traffic Engineer $25,018.40 0204-1200 22803 Compliance Energy Modeling $28,600.00 0203-9900 22803 Tree Removal and Protection $1,925.00 0203-9900 22803 Supplemental Survey - Charles & Haverhill Streets $18,562.50 0204-0400 Please feel free to contact me at (508) 326 6078 if you have any questions concerning this invoice. Sincerely, Justin Ferdenzi, Project Manager Justin.ferdenzi@collierseng.com Attachments: 2025 10 LBA Inv#22803 Invoice Total:$575,480.90 Customer PO #23004647-001 Matthew Kraunelis Town of Reading MA 16 Lowell Street Reading, MA 01867 November 5, 2025 Project No:23-106-00 Invoice No:22803 155 Dow Street, Suite 400 Manchester, NH 03101 603-622-5450 Project 23-106-00 Reading Killam Elementary School Professional Services from October 1, 2025 to October 31, 2025 Task 025 Feasibility Study Fee Total Fee 400,000.00 Percent Complete 100.00 Total Earned 400,000.00 Previous Fee Billing 400,000.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Task Task 026 Reimbursable Expenses 0.00Total this Task Task 100 Basic Services Phase 002 Schematic Design Fee Total Fee 450,000.00 Percent Complete 100.00 Total Earned 450,000.00 Previous Fee Billing 450,000.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 003 Design Development - 0201-0400 Fee Total Fee 1,887,500.00 Percent Complete 100.00 Total Earned 1,887,500.00 Previous Fee Billing 1,887,500.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 004 Construction Documents - 0201-0500 Fee Project 2280323-106-00 Reading Killam Elementary School Invoice Total Fee 3,342,500.00 Percent Complete 30.00 Total Earned 1,002,750.00 Previous Fee Billing 501,375.00 Current Fee Billing 501,375.00 Total Fee 501,375.00 $501,375.00Total this Phase Phase 005 Bidding & Negotiation - 0201-0600 Fee Total Fee 286,500.00 Percent Complete 0.00 Total Earned 0.00 Previous Fee Billing 0.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 006 Construction Administration - 0201-0700 Fee Total Fee 3,342,500.00 Percent Complete 0.00 Total Earned 0.00 Previous Fee Billing 0.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 007 Closeout - 0201-0800 Fee Total Fee 191,000.00 Percent Complete 0.00 Total Earned 0.00 Previous Fee Billing 0.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase $501,375.00Total this Task Task 101 Reimbursable Expenses - Basic 0.00Total this Task Task 200 Add Services Phase 001 Amendment #1 - Survey Fee Total Fee 26,400.00 Percent Complete 100.00 Total Earned 26,400.00 Previous Fee Billing 26,400.00 Current Fee Billing 0.00 Total Fee 0.00 Page 2 Project 2280323-106-00 Reading Killam Elementary School Invoice 0.00Total this Phase Phase 002 Amendment #2 - Traffic This phase will not be billed any further, remaining funds have been moved to phase 015. Fee Total Fee 120,450.00 Percent Complete 76.2639 Total Earned 91,859.90 Previous Fee Billing 91,859.90 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 003 Amendment #3 - HazMat Fee Total Fee 4,950.00 Percent Complete 100.00 Total Earned 4,950.00 Previous Fee Billing 4,950.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 004 Amendment #4 - Environmental Fee Total Fee 14,520.00 Percent Complete 100.00 Total Earned 14,520.00 Previous Fee Billing 14,520.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 005 Amendment #5 - GeoTech Fee Total Fee 41,800.00 Percent Complete 100.00 Total Earned 41,800.00 Previous Fee Billing 41,800.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 006 Amendment #6 - Soil Testing - 0003-0000 Fee Total Fee 2,750.00 Percent Complete 100.00 Total Earned 2,750.00 Previous Fee Billing 2,750.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Page 3 Project 2280323-106-00 Reading Killam Elementary School Invoice Phase 007 Amendment #7 - HVAC Cost Estimate - 0004-0000 Fee Total Fee 2,750.00 Percent Complete 100.00 Total Earned 2,750.00 Previous Fee Billing 2,750.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 008 Amendment #8 - SD Energy Modeling - 0004-0000 Fee Total Fee 16,500.00 Percent Complete 100.00 Total Earned 16,500.00 Previous Fee Billing 16,500.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 009 Amendment #9 - Presentation Boards - 0004-0000 Fee Total Fee 2,753.94 Percent Complete 100.00 Total Earned 2,753.94 Previous Fee Billing 2,753.94 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 010 Amendment #13 - Continuation of Services - 0004-0000 Fee Total Fee 500,000.00 Percent Complete 100.00 Total Earned 500,000.00 Previous Fee Billing 500,000.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 011 Amendment #11 - HVAC System Comparison Estimate - 0003-0000 Fee Total Fee 1,540.00 Percent Complete 100.00 Total Earned 1,540.00 Previous Fee Billing 1,540.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 013 Amendment #14 - Geothermal Add Services - 0003-0000 Fee Total Fee 72,810.00 Page 4 Project 2280323-106-00 Reading Killam Elementary School Invoice Percent Complete 100.00 Total Earned 72,810.00 Previous Fee Billing 72,810.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 014 Amendment #16 - DD-CL Add Services Fee Billing Phase Phase Fee Percent Complete Fee Earned Previous Fee Billing Current Fee Billing Hazardous Materials - 0204- 0200 172,700.00 11.465 19,800.00 19,800.00 0.00 Geotechnical - 0204-0300 148,038.00 4.2366 6,271.76 6,271.76 0.00 Geoenvironmental - 0204- 0300 70,670.00 14.787 10,450.00 10,450.00 0.00 Soil Testing - 0204-0400 3,300.00 0.00 0.00 0.00 0.00 Building Control Plan - 0204- 0400 3,850.00 10.00 385.00 385.00 0.00 Supplemental Survey - 0204- 0400 11,000.00 100.00 11,000.00 11,000.00 0.00 Certified Plot Plan - 0204-0400 4,400.00 0.00 0.00 0.00 0.00 Site Acoustic Survey - 0204- 0400 7,700.00 75.00 5,775.00 5,775.00 0.00 Reimbursables - 0203-9900 22,000.00 11.9398 2,626.75 2,626.75 0.00 Total Fee 443,658.00 56,308.51 56,308.51 0.00 Total Fee 0.00 0.00Total this Phase Phase 015 Amendment #17 - DD-CL Add Services #2 Remaining funds of $28,590 have been moved from phase 002 to this phase. Fee Billing Phase Phase Fee Percent Complete Fee Earned Previous Fee Billing Current Fee Billing Traffic Engineering 0204-1200 109,450.00 22.8583 25,018.40 0.00 25,018.40 Compliance Energy Modeling 0203-9900 77,000.00 75.7143 58,300.00 29,700.00 28,600.00 Tree Removal and Protection 0203-9900 7,700.00 50.00 3,850.00 1,925.00 1,925.00 Total Fee 194,150.00 87,168.40 31,625.00 55,543.40 Total Fee 55,543.40 $55,543.40Total this Phase Phase 016 Amendment # 18 - Additional Survey Services - 0204-0400 Fee Total Fee 24,750.00 Percent Complete 75.00 Total Earned 18,562.50 Previous Fee Billing 0.00 Current Fee Billing 18,562.50 Total Fee 18,562.50 Page 5 !"#"""$"" %&#"""$"" ’())*+, -*./0+0+1 !"#$%&’()*+’, -*./’"+(0’1/2, -1$3’&+(4$, !"#$%&’(4$, *"5, 2*)3*+, 2)*405(6 7 $&%8 29/6* 2)51)*66:;*,/0< =(>,5,/< 6766 889666766?+4503*:6(>,5,/< @5,/<:,906:?+4503* ’())*+3A !!#"""$"" B?+3<(;*:2)5C*3,:D(.>*):/+;:?+4503*:D(.>*)E =(>,5,/< :;) 889666766 !!#"""$"" !!#"""$"" <==)(>$?’@ AB9666766 C6766D E9666766 F9B66766 F9B66766 *&52+$G(H;I J69666766 CB766D AB9666766 C9B66766 C9B66766 0=)!(H;I 8B9666766 K6766D AB9666766 B9666766 B9666766 )’2%L"(H22%2+*"&’(="’1L.(>$?’@%"L(H;I 8B9666766 K6766D AB9666766 B9666766 B9666766 M%@@*/(=@’/’"+*1.(;&N$$@(O(;&N’/*+%&()’2%L" < H(-1$3’&+(4P/Q’1,(8JOA6EO66 F5):G)5H*6605+/<:6*)403*6:,9)5(19:F)0;/A#:I3,5>*): "#:!"!J K0<</.:L<*.*+,/)A:=3955<:M:=N RJ66(S;O;) 8B9666766 A66766D 8B9666766 6766 6766 35+,)/3,35.G<*,* >0<<0+1 >0<<0+1F** T’""%(M*+*3*/*5%4’+(J6()*.2 H++",(H&&$P"+2(-*.*Q@’ ABB()$U(;+1’’+9(;P%+’(F66 >*"&N’2+’19(4V(6JA6A :;H -8J8EFW66 HI!X668BJKF YS !:;E; ?DOI?’L <*#*@@’’( 1’"2%"L’1(H1&N%+’&+2 Y’?"’2?*.9(Z&+$Q’1(AB9(868B =LDN:2PQRLD@:S:-LR?@@PD’L:PNO?’L:@I @95)+,5+:@5./6*,,0#:?+3$-7Z7( $[(CKAAKC(-N%@*?’@GN%*9(-H(ARACKOAAKC(:;H !":T)5/;U/A D*U:Q5)V#:DQ: "!% *&&$P"+21’&’%#*Q@’\+N$1"+$"+$/*2’++%7&$/ Y’@@2(S*1L$ I$P+%"L(4P/Q’1, A8A6668FK F86(>$"+L$/’1.( ;+1’’+ ;*"(S1*"&%2&$9(]H( RFA6F H&&$P+(^, 86666JRFKBCCB H&&$P"+(4*/’, 0N$1"+$"(0$/*2’++%9(!"&7 S’?’1*@(0*[(!), AJOA8BA6C6 ;U%_+, !!"#$%&’(&)*+,&-.+$$./&-0".$&12’&3*+.4567/&89&2(’2’&:-; 12<=1(>=?2?2 !!"#$%&’ (’)( *+’,%--.’/01020304. #-’5678578689’01’56:85’ ; Subtotal billing contractcompletebillingPhase 13,500.00 Currency Total this Invoice Invoice subtotal 0.00 13,500.00 13,500.00 USD Bank: Percent Previous Current Remaining Invoice Date: Payment Terms: Project No: Invoice No: 105,000.00 36.67%25,000.00 13,500.00 66,500.00 20,500.00 30,000.00 15.00%0.00 4,500.00 25,500.00 25,000.00 18.00%0.00 4,500.00 0.00 25,000.00 18.00%0.00 4,500.00 20,500.00 25,000.00 100.00%25,000.00 0.00 Killam Elementary School - Schematic Design LBA Project Number: 23-106-00 For professional services through Friday, June 27, 2025 Killam Elementary School - SD 0.00 0.00%0.00 0.00 0.00 Progress detail Fee Lavallee Brensinger Architects Friday, June 27, 2025 Jenni Katajamaki Net 30 Days Attn: Accounts Payable 155 Dow Street, Suite 400 Manchester, NH 03101 USA P23264_00 ARIV0017470 Federal Tax ID:13-1251070 420 Montgomery Street San Francisco, CA 94104 USA INVOICE Please send remittance advice to: P.O. Box 781187 Philadelphia, PA 19178-1187 USA accountsreceivable@thorntontomasetti.com Thornton Tomasetti, Inc. 120 Broadway New York, NY 10271 USA Routing Number:121000248 Account #:2000039485775 Account Name:Thornton Tomasetti, Inc. Swift:WFBIUS6S Subtotal Office: 14 York Street, Suite 201 Portland, ME 04101 USA 207.245.6060 9300 FS-SD Design Assistance Energy Modeling ASR TEDI ASR Backstop ASR REQUEST FOR PAYMENT To:Lavallee | Brensinger Architects Purchasing Department 155 Dow Street; Suite 400 Manchester, NH 03101 Attn.Jenni Katajamaki Project Name:Killam Elementary School From:Terraink, Incorporated Contract Number: 7 Central Street Purchase Number: LBA PO # 23-106-00 Suite 150 Contract Date:12/06/2023; 05/28/2025 Arlington, MA 02476 Terraink Number: 24001 Phone:781-316-1595 Invoice Number:2176 Email:admin@terraink.com BILLING PERIOD:01 Oct 2025 through 31 Oct 2025 FIXED FEE CONTRACT Previous Total Remaining Billing Current Billing Balance Current Contract Against Invoice Against Percent On Invoice Task Amount Contract Amount Contract Complete Contract Payout 1 $ 10,000.00 10,000.00 - 10,000.00 100% - - 2 $ 15,000.00 15,000.00 - 15,000.00 100% - - 3 $ 13,000.00 13,000.00 - 13,000.00 100% - - 4 $ 80,000.00 80,000.00 - 80,000.00 100% - - 5 $ 50,000.00 12,500.00 12,500.00 25,000.00 50% 25,000.00 12,500.00 6 $ 50,000.00 7,500.00 7,500.00 15,000.00 30% 35,000.00 7,500.00 7 $ 5,000.00 - - - 5,000.00 - 8 $ 40,000.00 - - - 40,000.00 - 9 $ 4,000.00 - - - 4,000.00 - 10 $ 7,000.00 1,750.00 1,750.00 3,500.00 50% 3,500.00 1,750.00 11 $ - - - - - - $ 274,000.00 139,750.00 21,750.00 161,500.00 53% 112,500.00 21,750.00 Bidding Phase Construction Administration Phase Add Service: Tree Protection & Removal Plan; 08/13/2025 NTP Email TOTALS Construction Document Phase; Oct 2025 percentage based billing (30%) Project Close Out Phase Add Service: Arborist + TI Mgt Fee Permitting and Town Regulations Phase Design Development Phase Early Site Package and Enabling Package; Standalone Document; Oct 2025 percentage based billing (50%) Description Feasibility Phase Schematic Design Phase Revised 04/04/2018 10/31/2025 12:30 PM 2025-10-31_Terraink_#240001_Killam ES_Invoice #2176 (DD-CO) Lavallee Brensinger Architects 99 Bedford Street Boston, MA 02111 October 24, 2025 Invoice No:0421765 Project NEX-2300326.00 Reading, MA - J. Warren Killiam Elementary School MSBA Project (sub LBPA) LBA Project No: 23-106-00 Services Rendered Include: Preparation of traffic study for site plan review application; Preparation for and attendance at Community Development Board Meeting to support site plan review application; Prepared conceptual improvement plans of 45-layout and 50-ft layout on Charles Street and traffic improvements on Haverhill Street; Coordination with project team on on-site design elements; Provide guidance on crash barrier fence on Haverhill Street; Attended DD kick-off meeting on 5/27/25; Meetings with Town staff on 6/11/25, 6/17/25, 7/22/25, 8/6/25 ; Bi-weekly team meetings on 6/12/25, 6/26/25, 7/24/25, 8/21/25; Off-site improvements cost estimate; Cost reconciliation meeting on 8/12/25. Professional Services from April 19, 2025 to August 22, 2025 Task 00004 Design Development Phase Fee Billing Phase Fee Percent Complete Fee Earned Prior Earned Current Earned Design Devel- On-Site Improvements 21,600.00 70.00 15,120.00 0.00 15,120.00 Total Fee 21,600.00 15,120.00 0.00 15,120.00 Total Fee 15,120.00 15,120.00Total this Task Task 00005 Construction Documents Fee Billing Phase Fee Percent Complete Fee Earned Prior Earned Current Earned Design Devel - Off-Site Improvements 43,700.00 0.00 0.00 0.00 0.00 Total Fee 43,700.00 0.00 0.00 0.00 Total Fee 0.00 0.00Total this Task Task 00006 Bidding Phase Fee Billing Phase Fee Percent Complete Fee Earned Prior Earned Current Earned Construction Documents - On-Site Work 5,300.00 0.00 0.00 0.00 0.00 Total Fee 5,300.00 0.00 0.00 0.00 Total Fee 0.00 Project 0421765NEX-2300326.00 Reading MA - J.Warren Killiam Elem-LBPA Invoice 0.00Total this Task Task 00007 Construction Phase Adminstration Fee Billing Phase Fee Percent Complete Fee Earned Prior Earned Current Earned Construction Docs - Off-Site Improvement 18,200.00 0.00 0.00 0.00 0.00 Total Fee 18,200.00 0.00 0.00 0.00 Total Fee 0.00 0.00Total this Task Task 00008 Meetings & Follow-on Services Fee Billing Phase Fee Percent Complete Fee Earned Prior Earned Current Earned Meetings & Follow-on Services 10,700.00 71.2523 7,624.00 0.00 7,624.00 Total Fee 10,700.00 7,624.00 0.00 7,624.00 Total Fee 7,624.00 7,624.00Total this Task 22,744.00Total this Invoice Billings to Date Current Prior Total Fee 22,744.00 83,509.00 106,253.00 Totals 22,744.00 83,509.00 106,253.00 Page 2 Samiotes Consultants, Inc. Civil Engineering + Land Surveying 20 A Street Framingham, MA 01701 T 508.877.6688 www.samiotes.com Lavallee Brensinger PLLC dba Lavallee Brensinger Architects October 22, 2025 Jenni Katajamaki, RA, LEED, AP, MCPPO Project No: 53086.01 99 Bedford Street, Suite 501 Invoice No: 24058 Boston, MA 02111 Project 53086.01 J Warren Killam Elem School - Reading (survey) Email invoice to: apcon@lbpa.com LBA Project No. 23-106-00 Professional Services from September 01, 2025 to September 30, 2025 Fee Contract Percent Billings to Previously Current Fee Task Amount Complete Date Billed Billing Right-of -Way Survey T24 22,500.00 75.00 16,875.00 0.00 16,875.00 Total Fee 16,875.00 Total this Invoice $16,875.00 Terms: DUE UPON RECEIPT. 1.5% Service charge on past due amounts over 30 Days Invoice Project 2280323-106-00 Reading Killam Elementary School Invoice $18,562.50Total this Phase Phase 017 Amendment #19 - Soil Pre-characterization Fee Total Fee 113,806.00 Percent Complete 0.00 Total Earned 0.00 Previous Fee Billing 0.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase Phase 019 Amendment # 21 - Add'l Soil Precharacterization Fee Total Fee 5,500.00 Percent Complete 0.00 Total Earned 0.00 Previous Fee Billing 0.00 Current Fee Billing 0.00 Total Fee 0.00 0.00Total this Phase $74,105.90Total this Task $575,480.90Total this Invoice Project Outstanding Invoices Invoice Number Invoice Date Balance Due 22654 10/8/2025 614,658.81 Total 614,658.81 Current Prior Total Billings to Date 575,480.90 4,105,442.35 4,680,923.25 Your mission inspires us. Our creativity and knowledge empower you. Together we achieve excellence. Thank you for your business. Our standard payment terms are thirty (30) days from invoice date. Any amounts remaining unpaid beyond thirty (30) days are subject to interest at a rate of 1.0% per month, 12% per annum or at the legal prevailing rate. Page 6 100 Federal Street Floor 13 Boston, MA 02110 www.cplusa.com November 06, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J Warren Killam Elementary School Project Management Services Invoice #0001112283 Dear Mr. Kraunelis: Attached please find Colliers Project Leaders (CPL) invoice #0001112283, in the amount of $59,165.00 for Owner Project Manager services as authorized in Contract for the J Warren Killam Elementary School Project, during the month of October 2025. In the period of October 1 - October 31, 2025, the specific tasks undertaken and billed to this invoice include: • Prepare and attend in person School Building Committee meeting. • Attend and prepared agendas for XLT Meetings. • Attend Communications group meetings. • Attend Design meetings • Review Architect invoice • Review Architect Amendment #21 • Prepare and coordinate 60% CD MSBA Submission • Modular relocation invoices and commitment review Please take note of our new remit to address;101 Crawfords Corner Road Suite 3400, Holmdel, New Jersey 07733. Please feel free to contact me at (508) 215-6050 if you have any questions concerning this invoice. Sincerely, Justin Ferdenzi, ProPay Code: Project Manager $59,165.00: 0102-0400 Attachement : 2025 09 Colliers Invoice #1112283 For Professional Services Rendered Through 10/31/2025 Current Billings 59,165.00 5 Amount Due This Bill 59,165.00 Billings Fee Remaining Fee % Complete To Date Previous Current Feasibility Study / Schematic Design Phase 320,000.00 0.00 100.00 320,000.00 320,000.00 0.00 Cost Estimating 15,500.00 0.00 100.00 15,500.00 15,500.00 0.00 Design Development 250,000.00 32,149.25 87.14 217,850.75 158,685.75 59,165.00 Construction Documents 500,000.00 500,000.00 0.00 0.00 0.00 0.00 Bidding 150,000.00 150,000.00 0.00 0.00 0.00 0.00 Construction Administration 3,175,000.00 3,175,000.00 0.00 0.00 0.00 0.00 Completion / Closeout 216,569.00 216,569.00 0.00 0.00 0.00 0.00 Estimating 54,000.00 54,000.00 0.00 0.00 0.00 0.00 Subtotal:4,681,069.00 4,127,718.25 11.82 553,350.75 494,185.75 59,165.00 mike.carroll@collierseng.com; justin.ferdenzi@collierseng.com Town of Reading Attn: Matt Kraunelis 16 Lowell St Reading, MA 01867 Invoice : 0001112283 Invoice Date : 11/6/2025 Project : 23010425A Project Manager: Osterman, Derek Project Name : Reading MA/ OPM - J. Warren Killam Elementary School REMIT TO: Colliers Project Leaders USA NE, LLC 101 Crawfords Corner Road, Suite 3400 | Holmdel, NJ 07733 Phone: 877-627-3772 | Fax: 732-383-1980 In accordance with our business terms and conditions, acceptance of this invoice is implied unless Colliers Project Leaders USA NE, LLC is notified by 14 days from the date of this invoice. If timely payment cannot be made due to any discrepancy, please E-mail a brief explanation to Billing@colliersengineering.com and we will reply as soon as possible. EFT/ACH PAYMENT INFO: Colliers Engineering & Design, Inc. | JP Morgan Chase | Routing 021000021 | Account# 836759092 Project: 23010425A - Reading MA/ OPM - J. Warren Killam Elementary School Invoice: 0001112283 PM04 - Design Development Labor Rate Labor Class Hours Rate Amount Assistant Project Manager 37.00 190.0000 7,030.00 Financial Specialists 10.00 168.0000 1,680.00 MEP/Tech Support 21.50 250.0000 5,375.00 Project Director 43.25 340.0000 14,705.00 Senior Construction Representative 18.00 230.0000 4,140.00 Senior Project Manager 99.00 265.0000 26,235.00 Total Rate Labor 59,165.00 Total Labor 59,165.00 Total Bill Task: PM04 - Design Development 59,165.00 Total Project: 23010425A - Reading MA/ OPM - J. Warren Killam Elementary School 59,165.00 Page: 1 100 Federal Street, Floor 13 Boston, MA 02110 Main: +1 617 330 8000 www.cplusa.com November 10, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J Warren Killam Elementary School – Convergint Technologies, LLC. Invoice #383695 Dear Mr. Kraunelis, Colliers Project Leaders, the Owner’s Project Manager, has reviewed the attached, Convergint Technologies, LLC, invoice #383695, and recommend payment of $4,000.00 for Telecommunication for the J Warren Killam Elementary School Project. We recommend payment of this amount, using the following ProPay Codes and Breakdowns. Invoice Number Task Request This Period ProPay Code 383695 Modular Relocation – Telecommunications $4,000.00 0603-0000 Please feel free to contact me at (617) 860-2267 if you have any questions concerning this invoice. Sincerely, Justin Ferdenzi, Project Manager Justin.ferdenzi@collierseng.com cc: Tom Milaschewski, Superintendent Carla Nazzaro, School Building Committee Chair Attachment: Convergint Technologies, LLC Invoice #383695 $4,000.00- ProPay Code: 0603-0000 100 Federal Street, Floor 13 Boston, MA 02110 Main: +1 617 330 8000 www.cplusa.com November 07, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J. Warren Killam Elementary School - Modular Relocation Project Requisition #04A Dear Mr. Kraunelis: Colliers Project Leaders, the Owner’s Project Manager, has reviewed the attached, Modulease, Requisition #04A and: Confirm it is within the overall budget. Confirm it is within the commitment. Recommend payment of $9,624.00 (amount due) for modular relocation services for September 1, 2025 – September 30, 2025, for the J. Warren Killam Elementary School project. This invoice will be presented at the next SBC meeting for a vote of acknowledgment. Please feel free to contact me at (617) 860-2267 if you have any questions concerning this invoice. Sincerely, Justin Ferdenzi, Project Manager Justin.ferdenzi@collierseng.com Attachment: 2025 09 Modulease Invoice Requisition #04A $9,624.00 - ProPay Code: 0603-0000 100 Federal Street, Floor 13 Boston, MA 02110 Main: +1 617 330 8000 www.cplusa.com November 07, 2025 Matthew Kraunelis Town Manager Town of Reading 16 Lowell St Reading, MA 01867 Subject: J. Warren Killam Elementary School - Modular Relocation Project Requisition #04A Dear Mr. Kraunelis: Colliers Project Leaders, the Owner’s Project Manager, has reviewed the attached, Modulease, Requisition #04A and: Confirm it is within the overall budget. Confirm it is within the commitment. Recommend payment of $9,624.00 (amount due) for modular relocation services for September 1, 2025 – September 30, 2025, for the J. Warren Killam Elementary School project. This invoice will be presented at the next SBC meeting for a vote of acknowledgment. Please feel free to contact me at (617) 860-2267 if you have any questions concerning this invoice. Sincerely, Justin Ferdenzi, Project Manager Justin.ferdenzi@collierseng.com Attachment: 2025 09 Modulease Invoice Requisition #04A $9,624.00 - ProPay Code: 0603-0000 Draft Copy TOWN OF READING MASSACHUSETTS REQUEST FOR PROPOSAL Materials Testing & Construction Inspections Services Contract Number XX-XX Town of Reading 2025 Draft Copy READING TOWN HALL 16 LOWELL STREET READING, MA. 01867 Request for Proposal Materials Testing & Construction Inspections Services Contract No. XX-XX The Town of Reading (Town) invites proposals for Materials Testing & Construction Inspections Services for the Killam Elementary School (KES) Project. INSTRUCTIONS: 1. Proposals for Materials Testing & Construction Inspections Services should be emailed to harani.kumaresh@collierseng.com and justin.ferdenzi@collierseng.com , on or before 1:00 PM, on Monday December 15th, 2025. 2. Proposals must be submitted on the forms included in this RFP. Supplemental materials may be submitted to allow the owner to make an informed decision as to the qualifications of the proposer. 3. The successful proposal will be paid based on the rates quoted for the inspection or testing service. Overtime will be paid for services over 8 hours per day, Monday through Friday. The proposal shall indicate premium charges, if any, for Saturday or Sunday / Holiday work. All General and Administrative Costs, including but not limited to Travel costs, shall be included in all rates submitted. The contract will be awarded under the provisions of MGL c30B. The Town of Reading reserves the right to reject any and all proposals, or to award or not to award the contract for any reason the Town Manager determines to be in the Town's and/or the public's best interest. Nothing in this RFP shall require that the Town take the lowest price proposal. Instead, the Town reserves the right to base its decision on the entirety of the information provided, the evaluation of criteria requested, and its sole judgment as to the best service to be provided. Because this service is exempt from the bidding laws, the Town is free to negotiate price and terms with whatever proposer(s)s it chooses, in whatever manner it believes is best suited to the Town's needs. Draft Copy QUALITY REQUIREMENTS 1. The name, owner and location of the laboratory that will be utilized on this project, the relevant certifications of the laboratory and its technicians. 2. The Testing Agent’s plan for normal and expedited turnaround times for all applicable test results. Note if planned turnaround time is equal to or less than required by the Contract Documents. 3. The resumes and project experience of its Project Supervisor(s), Inspectors and Technicians designated for assignment on this project. 4. The Testing Company shall provide a reference list of projects of comparable scope that his or her company has performed. The Testing Company shall include with the reference list the name of the project Architect or Engineer and the name and email address of an Owner’s representative. 5. The scope of work of the Testing Agency is defined in the attached Exhibit B 6. The Testing Agency shall be licensed by the Commonwealth of Massachusetts. The Testing Agency and its personnel shall maintain in good standing the certifications, licensing and registrations required by the various agencies noted herein and in the Commonwealth of Massachusetts for the duration of the project. 7. The Testing Agency shall have at their immediate disposal, all personnel, and all field and laboratory sampling and testing equipment (maintained in good working order and properly calibrated) necessary to perform the work defined herein. 8. Concrete inspectors shall be certified in accordance with ACI's Certification Program and licensed by the Commonwealth of Massachusetts. Non-certified "assistant" inspectors may perform certain sampling, testing and inspection functions, but only under the direct supervision of the testing agency's certified inspector. 9. Inspectors for welded fabrications and connections shall be AWS Certified Welding Inspectors (CWI) in accordance with the provisions of AWS QC1, "Standard and Guide for Qualification and Certification of Welding Inspectors". Assistant inspectors may perform certain sampling, testing, and inspection functions, but only under the direct supervision of the testing agency's certified inspector. 10. Inspectors for bolted connections shall be well versed in the "Specification for Structural Joints using ASTM A325 or A490 Bolts" and "Commentary" as published by the American Institute of Steel Construction (AISC). Draft Copy 11. Inspectors for all other Construction Inspection and Material Testing Services shall for the duration of the project, hold and maintain in good standing, all certifications, licensing and registrations required by the Contract Documents and the various agencies noted herein. These certifications, licenses and registrations shall include but are not limited to those of the American Society of Non-Destructive Testing (ASNT) Certification, The National Institute for Certification in Engineering Technologies (NICET), the International Code Council (ICC) Certification, and others. Assistant inspectors may perform certain sampling, testing, and inspection functions, but only under the direct supervision of the testing agency's certified inspector. 12. Sampling, testing and inspections for compliance shall be checked against the Contract Documents (i.e., Drawings, Project Specifications, Program of Structural Tests and Inspections, Addendums, and Reference Standards) and the Approved Shop Drawings. Perform sampling, testing and inspections in coordination with the General Contractor and in a timely manner so as to provide the General Contractor with sufficient time to repair or replace non-conforming materials or work. Notify the General Contractor, the Architect and the Owner’s Project Manager immediately when non-conforming materials or work is discovered. Nonconforming materials or work that are not corrected before the inspector leaves the site for the day shall be recorded in the inspection report and issued as required herein. 13. Re-sample, re-test and re-inspect all materials and work found not to conform to the requirements of the Contract Documents or Shop Drawings. Testing Agency to note and highlight in its reports when re-sampling, re-tests, and re-inspections were performed. Testing Agency shall provide the Owner, through the Owner’s Project Manager, all costs and supporting documentation associated with re-sample, re-test and re-inspect of materials and or work found not to conform to the requirements of the Contract Documents or Shop Drawings. 14. The Testing Agency shall be responsible for sending copies of all sampling, testing and inspection reports, within 72 hours of performance, to the Building Official, Owner’s Project Manager, Architect, Structural Engineer(s), and General Contractor. In addition, the testing agency is responsible to provide to the Owners Project Manager and to the Architect, a summary report indicating the status of each test. The testing agency will flag each test that requires retesting, and coordinate through the Owner’s Project Manager, the retesting of all failed areas. Draft copies of reports shall be issued on day of inspection. 15. The testing agency shall be required to mark-up on a field set of drawings, provided by the Architect, the location, the type of test, and the date of each test performed. Draft Copy 5 | P a g e GENERAL CONDITIONS: 1. The Awarding Authority, the Reading School District, will make every effort to award within thirty (30) days of receipt of proposal. 2. Proposals shall be firm and shall not be withdrawn for a period of sixty (60) days after the date of submission. 3. The responder to this Request for Proposal (hereinafter RFP), shall comply with all of the terms and conditions of this document, which together with the price proposal, shall constitute the written agreement between parties. 4. Awarding the contract will be made to the proposal that offers the best combination of qualifications and price on the basis of the anticipated services and tests required for the Reading Killam Elementary School Project. The Reading School District reserves the right to increase or decrease the amount of testing for any tests, or to add such other tests as required by the contract. 5. The Reading School District reserves the right to reject any and all proposals, or parts thereof, and to accept any Proposal or part thereof, as deemed to be in the best interest of the Town. 6. The Site Contract will be awarded, and on-site construction commenced in TBD 2026. Construction Material Testing services are to commence immediately upon award of contract. 7. All unit prices and cost quotations shall be the unit prices for the duration of the project. 8. If hard copies of reports are required, a minimum of 4 originals and six (6) copies of inspection and testing reports will be distributed. These reports shall be distributed directly by the testing laboratory/inspection service to the places as determined by the Owners Project Manager. Electronic and hardcopy distribution may be required. 9. It is the intent of the Owner, and the contractual obligation of the General Contractor, to give cancellation notice for inspections by 5:00 PM. the day prior to a scheduled test or inspection. The Site Contractor will be responsible for coordination and scheduling of all required testing and inspections. When this notice is given, the Owner will not be responsible for any cancellation charges. Draft Copy 6 | P a g e PROJECT SCHEDULE 1. Mobilization for the construction of the KES Early Site Package will commence on or about January 9th, 2025, and all construction will be completed int May of 2026. All work shall run concurrently with the project schedule. The Awarding Authority will contract with a General Contractor for the construction work of this project. 2. Project Schedule: Anticipated date of contract award for Testing Services: December, 2025 Anticipated Date of Start of Construction January , 2026 Final Completion for Construction (Phase 1 & 2) December, 2028 COMPARATIVE EVALUATION CRITERIA The evaluation of criteria will be conducted by the evaluation committee Proposals will be evaluated based on the following criteria: Experience a. Highly Advantageous: The proposer demonstrates extensive experience (5+ years) in providing similar services for projects that are similar in scope to the Killam Elementary School Project., with documented success and scalability across towns of comparable size. b. Advantageous: The proposer demonstrates moderate experience (3–5 years) in providing similar services, with general success in past municipal contracts. c. Not Advantageous: The proposer demonstrates limited experience (less than 3 years) in providing similar services, or primarily in non-municipal settings. Qualifications a. Highly Advantageous: The proposer provides at least three municipal references that highly recommend their services, citing reliability, responsiveness, and quality. b. Advantageous: The proposer provides three references with generally favorable reviews, though not all strongly recommend the proposer. c. Not Advantageous: The proposer provides fewer than three references, or the references are mixed or lack strong recommendations. Safety Record a. Highly Advantageous: The proposer includes thorough documentation of a formal safety program, regular training, and an excellent safety record with minimal violations or incidents. b. Advantageous: The proposer includes basic safety documentation and training protocols, with an average safety record. c. Not Advantageous: The proposer includes minimal or no documentation of safety standards or has a questionable safety history. Draft Copy 7 | P a g e Financial Responsibility a. Highly Advantageous: The proposer submits comprehensive financial statements showing consistent profitability, minimal debt, strong asset management, and clear financial stability. b. Advantageous: The proposer submits financial documents indicating general financial health, with some debt or occasional profit variability. c. Not Advantageous: The proposer submits incomplete financial documentation or reveals weak financial performance, high debt, or financial instability. VENDOR REFERENCES: The Town of Reading requires references from towns this program was provided to in the last 3 years. A minimum of three (3) references may be required with respect to the services offered. All Proposals shall remain firm for ninety (90) calendar days after the opening. Proposers may be investigated by the Town to determine if they are qualified to perform the contract. The investigation will seek to determine whether the proposer is authorized to do business in the Town of Reading, possesses comparable previous experience and whether the proposer’s financial resources are adequate to assure the Town that the contract will be completed in accordance with the terms thereof. • RULE FOR AWARD: The Town of Reading will select the reponsible and responsive vendor submitting the most advantageous proposal, taking into consideration the vendor’s experience, quality, training examples, references, as well as the proposal price. • RESPONSIVE Respondents are those that submit all required forms properly prepared, on time, will demonstrate satisfactory experience and qualifications, and will propose equipment and services which meet the scope of work. • The Town reserves the right to reject any Respondent who has failed to pay any local taxes, fees, assessments, betterments, or any other municipal charge, unless the Respondent has a pending abatement application or has entered into a payment agreement with the collector-treasurer. INSURANCE REQUIREMENTS: The obtaining of the insurance certificate(s) shall be a condition precedent to the effectuation of the contract. The premiums for this insurance coverage shall be paid for by the Contractor. The insurance shall remain in force during the full term of the contractual agreement and/or until all work is completed and accepted by the Town. Draft Copy 8 | P a g e The Town is to be named as an additional insured, and is to be given notice prior to any changes or lapses of insurance coverage. General Liability: At least $1,000,000 Bodily Injury and Property Damage Liability, Combined Single Limit with a $3,000,000 Annual Aggregate Limit Workers' Compensation Insurance: Per M.G.L. c. l52 as amended. Property Coverage: for materials and supplies being transported by the contractor, as the Town’s Property Contract provides coverage for personal property within 1000 feet of the premises. Umbrella Liability: of at least $2,000,000/ occurrence, $2,000,000/aggregate. The Owner assumes no responsibility or liability for late delivery or receipt of Responses. All Responses received after the stated submittal date and time will be judged to be unacceptable and will be returned unopened to the sender. Draft Copy 9 | P a g e SECTION 2: REQUIRED FORMS Draft Copy 10 | P a g e EXHIBIT B PROPOSAL FORM Draft Copy 11 | P a g e CERTIFICATE OF NON-COLLUSION The undersigned certifies under penalties of perjury that this bid or Quote is in all respects bona fide, fair and made without collusion or fraud with any other person. As used in this certification, the word "person" shall mean any natural person, joint venture, partnership, corporation, union, committee, club, or other organization, entity, business, group of individuals or legal entity. TAX COMPLIANCE CERTIFICATION Pursuant to M.G.L. c. 62C, §49A, I certify under the penalties of perjury that, to the best of my knowledge and belief, I am in compliance with all laws of the Commonwealth relating to taxes, reporting of employees and contractors, and withholding and remitting child support. *Your social security number may be furnished to the Massachusetts Department of Revenue to determine whether you have met tax filing or tax payment obligations. Providers who fail to correct their non-filing or delinquency will not have a contract or other agreement issued, renewed, or extended. DEBARMENT STATEMENT I hereby certify under pains and penalties of perjury that neither I nor any principal(s) of the Company identified below is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency or the Commonwealth of MA. ___________________________________________ Signature of authorized person ___________________________________________ Name of business ________________________________________ *Social Security Number or Federal Identification Number COMMENCEMENT OF WORK (check applicable box): [ ] This Agreement constitutes a notice to proceed with services. [ ] Services shall not be performed under this Agreement until the Town so advises the Vendor in writing. Draft Copy 12 | P a g e MINIMUM INSURANCE LIMITS: The Town is to be named as an additional insured, and is to be given notice prior to any changes or lapses of insurance coverage. General Liability: At least $1,000,000 Bodily Injury and Property Damage Liability, Combined Single Limit with a $3,000,000 Annual Aggregate Limit Automobile Liability: At least $1,000,000 Bodily Injury and Property Damage per accident. Workers' Compensation Insurance: Per M.G.L. c. l52 as amended. Property Coverage: for materials and supplies being transported by the contractor, as the Town’s Property Contract provides coverage for personal property within 1000 feet of the premises. Umbrella Liability: of at least $2,000,000/ occurrence, $2,000,000/aggregate. CONTRACT TERM: ____________________________________ PERSONNEL AND SUBCONTRACTORS: Vendor’s Team: ____________________________________ ______________________________ ____________________________________ ______________________________ ____________________________________ ______________________________ List of Attached Exhibits (check applicable boxes): Exhibit A B C Attached [ ] [ ] [ ] Not Attached [ ] [ ] [ ] TOWN: VENDOR: ____________________________________ __________________________________ By: _________________________________ By: ______________________________ Title: _______________________________ Title: _____________________________ Date Signed: _________________________ Date Signed: ________________________ Draft Copy 13 | P a g e EXHIBIT A TERMS AND CONDITIONS 1. PERFORMANCE OF SERVICES All Services of the Vendor shall be performed by qualified personnel. The Vendor’s Project team shall consist of those persons identified on page 2 of this Agreement. The employment by the Vendor of additional Staff for any of the Services shall be subject to the prior written approval of the Town. No member of the Project team shall be replaced without the consent of the Town. The Town shall have the right to require the Vendor to remove any personnel from the Project for reasonable cause. The Vendor shall perform its Services in accordance with the highest professional standards of skill, care, and diligence. Without limiting the foregoing, the Town shall have the right to require the Vendor to cease providing Services immediately upon written notice. 2. TIME The Vendor shall perform its Services as expeditiously as is consistent with the standards of professional skill and care required hereby. The Vendor shall perform its Services in coordination with the operations of the Town at the Sites specified and with any party engaged by the Town in connection with the Project. It shall be the obligation of the Vendor to request any information necessary to be provided by the Town for the performance of the Vendor’s Services. Time is of the essence of this Agreement. 3. REIMBURSABLE EXPENSES If out-of-pocket expenses are not included in the Vendor’s fee, the Town shall compensate the Vendor for reimbursable expenses actually incurred; provided, however, that reimbursable expenses shall only be eligible for reimbursement if they have been submitted in advance and approved in writing by the Town. The Vendor agrees to use reasonable efforts to minimize expenses which are reimbursable by the Town. 4. VENDOR’S COMPENSATION a. Lump Sum. If Services are to be provided on a Lump Sum basis, the total amount of compensation due to the Vendor in consideration of the full performance of Services by the Vendor is the amount set forth on page one of this Agreement. The Town shall pay the Vendor as Services are performed by the Vendor based upon the portion of Services completed. b. Subject to Appropriation. The obligations of the Town hereunder shall be subject to appropriation on a fiscal year basis. In the absence of appropriation, this agreement shall be terminated immediately without liability of the Town for damages, lost profits, penalties, or other charges arising from early termination. Draft Copy 14 | P a g e 5. PAYMENT The Vendor shall submit, not more often than monthly, statements for fees for Services rendered and reimbursable expenses (stated separately) incurred. The Vendor’s statements shall include a description of the Services performed for the period in question with a progress report, and shall be in such form and detail and with such supporting data as the Town may reasonably require to show the computational basis for all charges (including reimbursable expenses), including a statement explaining any substantial deviation from the Vendor’s anticipated work schedule, staffing plan and costs. Payment shall be due within thirty (30) days after the Town receives a proper statement. In no event shall the Town be liable for interest, penalties, expenses or attorney’s fees. No payment made hereunder shall constitute or be construed as final acceptance or approval of that part of the Services to which such payment relates or relieve the Vendor of any of its obligations hereunder with respect thereto. 6. VENDOR’S ACCOUNTING RECORDS The Vendor shall keep records pertaining to Services performed (including complete and detailed time records) and reimbursable expenses incurred, employing sound bookkeeping practices and in accordance with generally accepted accounting principles. All records pertaining to Services performed on a time card or unit price basis and reimbursable expenses shall be available to the Town or its authorized representatives for review and audit during normal business hours. 7. REPORTS, DRAWINGS, ETC. All reports, drawings, plans and other data and material, including computer programs and other material in electronic media (collectively, “Materials”) furnished to the Town shall become the Town’s property and may be used by the Town (or such parties as the Town may designate) thereafter in such manner and for such purposes as the Town (or such parties as the Town may designate) may deem advisable, without further employment of or additional compensation to the Vendor. The Vendor shall not release or disclose to any third party any Materials produced for the Town without obtaining the Town’s prior written consent. At no time shall the Vendor release or disclose to any third party any Materials furnished to the Vendor by the Town in connection with the performance of the Vendor’s Services. Upon the expiration or termination of this Agreement for any reason, all Materials and other work product that have been accumulated, developed or prepared by the Vendor (whether completed or in process) shall become property of the Town and the Vendor shall immediately deliver or otherwise make available such Materials to the Town. 8. INSURANCE The Vendor shall obtain and maintain the following insurance in amounts not less than the Minimum Insurance Limits set forth on page one of this Agreement during all times that the Draft Copy 15 | P a g e Vendor is performing Services and for at least one year after termination of this Agreement in the case of Commercial General Liability, Worker’s Compensation and Employer’s Liability insurance, and for at least the applicable period of limitations on actions provided by law in the case of Professional Liability insurance: a. Commercial General Liability insurance covering claims for injury to persons and damage to property. Such insurance shall include contractual liability and shall cover the use of all equipment and motor vehicles on the Site or transporting persons, equipment, materials or debris to and from the Site. Products and Completed Operations insurance shall be maintained for at least three years after completion of this Agreement. b. Professional Liability insurance for protection from claims arising out of the performance of professional services, including contractual coverage. c. Worker’s Compensation Liability insurance in amounts not less than those required by law and Employer’s Liability insurance. d. Automobile Liability insurance applicable for any contractor who has an automobile operating exposure for protection against bodily injury and property damage. e. Umbrella Liability insurance following the same form as the Contractor’s underlying General Liability, Automobile Liability and Employer’s Liability insurance, which shall be maintained for at least three years after completion of this Agreement. Certificates of insurance evidencing the coverage required hereunder and copies of the policies, together with evidence that all premiums for such insurance have been paid, shall be filed with the Town prior to the commencement of the Services to be rendered by the Vendor hereunder. All such policies and certificates shall be written through companies and in forms acceptable to the Town’s lender or lenders, if any. All policies shall contain a provision that coverages afforded by them will not be cancelled or amended until at least thirty (30) days prior written notice has been given to the Town. In the event that any policy is cancelled or amended, the Vendor shall immediately provide notice to the Town and take all steps necessary to reinstate such policy to conform to the requirements of this Agreement. The insurance provided under clause a, d and e, above, shall name the Town and such other parties as the Town shall require as “Additional Insured” parties. Insufficient insurance shall not release the Vendor from any liability for breach of its obligations under this Agreement. At the request of the Town, a Subcontractor employed by the Vendor shall obtain and maintain a professional liability insurance policy covering negligent errors, omissions and acts of such Subcontractor or of any person or business entity for whose performance the Subcontractor is legally liable arising out of the performance of the contract for Subcontractor services. The Subcontractor shall furnish a certificate or certificates of such insurance coverage to the Town prior to the employment of such Subcontractor by the Vendor. A liability insurance policy maintained under this paragraph shall provide for coverage of such type and duration and in such amount as the Town shall require. Draft Copy 16 | P a g e 9. INDEMNIFICATION To the maximum extent permitted by law, the Vendor agrees to indemnify, defend with counsel acceptable to the Town and save harmless the Town from all suits, actions, claims, demands, damages, losses, expenses and costs, including attorneys’ fees, of every kind and description which the Town may incur or suffer resulting from, in connection with, or arising out of any act, error or omission of, or breach of contractual duties to the Town by, the Vendor, its agents, servants, employees or Subcontractors. The extent of the foregoing indemnification and hold harmless provisions shall not be limited by any provision of insurance required by this Agreement and shall survive the termination of this Agreement. 10. COMPLIANCE WITH LAW It is the responsibility of the Vendor that the Project be conducted, and that all Services and other work performed by the Vendor hereunder be performed so as to comply with all applicable federal, state and municipal laws, regulations, codes, ordinances and orders, and any permit conditions as to which the Vendor has knowledge, as the same may be in effect as of the time of the performance of such work. In particular, without limitation, the Vendor agrees to comply with (a) all regulations pertaining to approvals for federal and state grants, and with all federal and state environmental laws and regulations, and assist in making any submissions with respect thereto and (b) all applicable requirements of the Massachusetts public construction and procurement laws, which are incorporated by reference herein. 11. TERMINATION OF AGREEMENT The Town may terminate this Agreement as follows: a. Without cause, on ten days’ prior written notice; or b. Immediately, by written notice to the Vendor, if the Vendor violates any of the provisions of this Agreement, or fails to perform or observe any of the terms, covenants or conditions of this Agreement, or abandons in whole or in part its Services, or becomes unable to perform its Services, hereunder. For purposes of this Paragraph 11, it is acknowledged that the Vendor’s Services under this Agreement are personal services and may not be assumed by or assigned by a trustee in bankruptcy. In the event of termination, the Vendor shall promptly deliver to the Town all Materials, including all documents, work papers, studies, calculations, computer programs, data, drawings, plans, specifications and other tangible work product or materials pertaining to the Services performed under this Agreement to the time of termination, and thereupon the Town shall pay to the Vendor any unpaid and undisputed balance owing for Services rendered prior to the date of termination. Any termination of this Agreement shall not affect or impair the right of the Town to recover damages occasioned by any default of the Vendor or to set off such damages against amounts otherwise owed to the Vendor. Draft Copy 17 | P a g e 12. MISCELLANEOUS PROVISIONS a. Successors and Assigns. Subject to the provisions of Subparagraph (b) below, the Town and the Vendor each binds itself, its partners, successors, assigns, and legal representatives to the other party. b. Assignment by Vendor. The Vendor shall not assign, sublet or transfer any of its obligations, responsibilities, rights or interests (including, without limitation, its right to receive any moneys due hereunder) under this Agreement without the written consent of the Town. Any assignment, subletting, or transfer by the Vendor in violation of this Paragraph 12(b) shall be void and without force or effect. c. Entire Agreement. This Agreement represents the entire and integrated agreement between the Town and the Vendor with respect to the subject matter hereof and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both the Town and the Vendor. d. Confidentiality. The Vendor shall not, without the Town’s prior written consent, release or disclose any information relating to the Project to anyone except as necessary to perform its duties hereunder. e. Certifications. The Vendor shall, from time to time, make such certifications and statements to the Town and to such of the Town’s architects, designers, vendors and lenders, and such other parties, as the Town shall reasonably request, in such form as the Town shall reasonably request, provided that the Vendor determines that such certifications are true and correct based upon the Services performed by the Vendor hereunder. f. Additional Services. If the Town requests the Vendor to perform additional services beyond the scope of Services hereunder, the Vendor shall perform such additional services only upon obtaining written authorization from the Town including written agreement as to the method and amount of compensation for such additional services. g. Disputes. All claims, disputes and other matters in question between the Town and the Vendor arising out of or relating to this Agreement or the breach thereof shall be submitted for resolution to a court of competent jurisdiction in Middlesex County, Massachusetts, unless otherwise agreed by the parties. No such action shall be brought, however, until the completion of all Services under this Agreement or the earlier termination thereof as provided in Paragraph 11 above, the parties agreeing to negotiate in good faith any claims, disputes or other matters in question during the term of this Agreement before resorting to litigation. h. Limited Liability. No officer, director, member, employee, or other principal, agent or representative (whether disclosed or undisclosed) of the Town, nor any participant with Draft Copy 18 | P a g e the Town, shall be personally liable to the Vendor hereunder, for the Town’s payment obligations or otherwise, the Vendor hereby agreeing to look solely to the assets of the Town for the satisfaction of any liability of the Town hereunder. In no event shall the Town ever be liable to the Vendor for indirect, incidental or consequential damages. i. Governing Law. This Agreement shall be governed by the law of the Commonwealth of Massachusetts. j. No Waiver. The Town’s review, approval, acceptance or payment for Services under this Agreement shall not operate as a waiver of any rights under this Agreement and the Vendor shall be and remain liable to the Town for all damages incurred by the Town as the result of the vendor’s failure to perform in conformance with the terms and conditions of this Agreement. The rights and remedies of the Town provided for under this Agreement are in addition to any other rights or remedies provided by law. The Town may assert a right to recover damages by any appropriate means, including but not limited to set-off, suit, withholding, recoupment, or counter-claim either during or after performance of this Agreement. k. Interpretation. If any provision of this Agreement shall to any extent be held invalid or unenforceable, the remainder of this Agreement shall not be deemed affected thereby. Paragraph headings are included herein for reference purposes only and in no way define, limit or describe the scope or intent of any of the provisions of this Agreement. 13. EQUAL EMPLOYMENT OPPORTUNITY a. In connection with the performance of work under this Agreement, the Vendor shall not discriminate against any employee or applicant for employment because of race, color, religion, creed, national origin, ancestry, age, sex or handicap. The Vendor shall post in conspicuous places, available for employees and applicants for employment, notices to be provided by the Massachusetts Commission Against Discrimination (the “Commission”), setting forth the provisions of the Fair Employment Practices Law of the Commonwealth. b. In connection with the performance of work under this Agreement, the Vendor shall not discriminate in its relationships with Subcontractors or suppliers on the basis of race, color, religion, creed, national origin, ancestry, age, sex or handicap. c. The Vendor shall comply with all applicable laws and regulations pertaining to non-discrimination, equal opportunity and affirmative action, including without limitation executive orders and rules and regulations of federal and state agencies of competent jurisdiction. 14. CERTIFICATIONS BY VENDOR By execution of this Agreement, the Vendor certifies: Draft Copy 19 | P a g e a. The Vendor has not given, offered or agreed to give any person, corporation or other entity any gift, contribution or offer of employment as an inducement for, or in connection with, the award of this Agreement. b. No Vendor to or subcontractor for the Vendor has given, offered or agreed to give any gift, contribution or offer of employment to the Vendor or to any other person, corporation, or entity as an inducement for, or in connection with, the award to the Vendor or subcontractor of a contract by the Vendor. c. No person, corporation or other entity, other than a bona fide full time employee of the Vendor, has been retained or hired by the Vendor to solicit for or in any way assist the Vendor in obtaining this Agreement upon an agreement or understanding that such person, corporation or other entity be paid a fee or other consideration contingent upon the award of this Agreement to the Vendor. d. The Vendor shall comply with all applicable requirements of Section 39R of Chapter 30 of the Massachusetts General Laws. 15. TAXES a. By execution of this Agreement the vendor, pursuant to Section 49A of Chapter 62C of the Massachusetts General Laws, certifies under the penalties of perjury that it has, to the best knowledge and belief of the person(s) who signed this Agreement on the vendor’s behalf, filed all state tax returns and paid all state taxes required under law. b. The Town is exempt from payment of certain Sales and Use taxes applicable in the Commonwealth of Massachusetts. At the Vendor’s request, Tax Exemption Certificates will be furnished by the Town to the Vendor with respect to such tax exempt articles as may be required under this Agreement. The Vendor shall not pay, and the Town shall not reimburse or pay the Vendor or any other party either directly or indirectly for any tax for which an exemption is provided under law. 16. CONFLICT OF INTEREST The Vendor acknowledges that the Town is a municipality for the purposes of Chapter 268A of the Massachusetts General Laws (the Massachusetts conflict of interest statute), and the Vendor agrees, as circumstances require, to take actions and to forbear from taking actions so as to be in compliance at all times with obligations of the Vendor based on said statute. END OF SECTION Draft Copy TOWN OF READING MASSACHUSETTS REQUEST FOR PROPOSAL Materials Testing & Construction Inspections Services Contract Number XX-XX Town of Reading 2025 Draft Copy READING TOWN HALL 16 LOWELL STREET READING, MA. 01867 Request for Proposal Materials Testing & Construction Inspections Services Contract No. XX-XX The Town of Reading (Town) invites proposals for Materials Testing & Construction Inspections Services for the Killam Elementary School (KES) Project. INSTRUCTIONS: 1. Proposals for Materials Testing & Construction Inspections Services should be emailed to harani.kumaresh@collierseng.com and justin.ferdenzi@collierseng.com , on or before 1:00 PM, on Monday December 15th, 2025. 2. Proposals must be submitted on the forms included in this RFP. Supplemental materials may be submitted to allow the owner to make an informed decision as to the qualifications of the proposer. 3. The successful proposal will be paid based on the rates quoted for the inspection or testing service. Overtime will be paid for services over 8 hours per day, Monday through Friday. The proposal shall indicate premium charges, if any, for Saturday or Sunday / Holiday work. All General and Administrative Costs, including but not limited to Travel costs, shall be included in all rates submitted. The contract will be awarded under the provisions of MGL c30B. The Town of Reading reserves the right to reject any and all proposals, or to award or not to award the contract for any reason the Town Manager determines to be in the Town's and/or the public's best interest. Nothing in this RFP shall require that the Town take the lowest price proposal. Instead, the Town reserves the right to base its decision on the entirety of the information provided, the evaluation of criteria requested, and its sole judgment as to the best service to be provided. Because this service is exempt from the bidding laws, the Town is free to negotiate price and terms with whatever proposer(s)s it chooses, in whatever manner it believes is best suited to the Town's needs. Draft Copy QUALITY REQUIREMENTS 1. The name, owner and location of the laboratory that will be utilized on this project, the relevant certifications of the laboratory and its technicians. 2. The Testing Agent’s plan for normal and expedited turnaround times for all applicable test results. Note if planned turnaround time is equal to or less than required by the Contract Documents. 3. The resumes and project experience of its Project Supervisor(s), Inspectors and Technicians designated for assignment on this project. 4. The Testing Company shall provide a reference list of projects of comparable scope that his or her company has performed. The Testing Company shall include with the reference list the name of the project Architect or Engineer and the name and email address of an Owner’s representative. 5. The scope of work of the Testing Agency is defined in the attached Exhibit B 6. The Testing Agency shall be licensed by the Commonwealth of Massachusetts. The Testing Agency and its personnel shall maintain in good standing the certifications, licensing and registrations required by the various agencies noted herein and in the Commonwealth of Massachusetts for the duration of the project. 7. The Testing Agency shall have at their immediate disposal, all personnel, and all field and laboratory sampling and testing equipment (maintained in good working order and properly calibrated) necessary to perform the work defined herein. 8. Concrete inspectors shall be certified in accordance with ACI's Certification Program and licensed by the Commonwealth of Massachusetts. Non-certified "assistant" inspectors may perform certain sampling, testing and inspection functions, but only under the direct supervision of the testing agency's certified inspector. 9. Inspectors for welded fabrications and connections shall be AWS Certified Welding Inspectors (CWI) in accordance with the provisions of AWS QC1, "Standard and Guide for Qualification and Certification of Welding Inspectors". Assistant inspectors may perform certain sampling, testing, and inspection functions, but only under the direct supervision of the testing agency's certified inspector. 10. Inspectors for bolted connections shall be well versed in the "Specification for Structural Joints using ASTM A325 or A490 Bolts" and "Commentary" as published by the American Institute of Steel Construction (AISC). Draft Copy 11. Inspectors for all other Construction Inspection and Material Testing Services shall for the duration of the project, hold and maintain in good standing, all certifications, licensing and registrations required by the Contract Documents and the various agencies noted herein. These certifications, licenses and registrations shall include but are not limited to those of the American Society of Non-Destructive Testing (ASNT) Certification, The National Institute for Certification in Engineering Technologies (NICET), the International Code Council (ICC) Certification, and others. Assistant inspectors may perform certain sampling, testing, and inspection functions, but only under the direct supervision of the testing agency's certified inspector. 12. Sampling, testing and inspections for compliance shall be checked against the Contract Documents (i.e., Drawings, Project Specifications, Program of Structural Tests and Inspections, Addendums, and Reference Standards) and the Approved Shop Drawings. Perform sampling, testing and inspections in coordination with the General Contractor and in a timely manner so as to provide the General Contractor with sufficient time to repair or replace non-conforming materials or work. Notify the General Contractor, the Architect and the Owner’s Project Manager immediately when non-conforming materials or work is discovered. Nonconforming materials or work that are not corrected before the inspector leaves the site for the day shall be recorded in the inspection report and issued as required herein. 13. Re-sample, re-test and re-inspect all materials and work found not to conform to the requirements of the Contract Documents or Shop Drawings. Testing Agency to note and highlight in its reports when re-sampling, re-tests, and re-inspections were performed. Testing Agency shall provide the Owner, through the Owner’s Project Manager, all costs and supporting documentation associated with re-sample, re-test and re-inspect of materials and or work found not to conform to the requirements of the Contract Documents or Shop Drawings. 14. The Testing Agency shall be responsible for sending copies of all sampling, testing and inspection reports, within 72 hours of performance, to the Building Official, Owner’s Project Manager, Architect, Structural Engineer(s), and General Contractor. In addition, the testing agency is responsible to provide to the Owners Project Manager and to the Architect, a summary report indicating the status of each test. The testing agency will flag each test that requires retesting, and coordinate through the Owner’s Project Manager, the retesting of all failed areas. Draft copies of reports shall be issued on day of inspection. 15. The testing agency shall be required to mark-up on a field set of drawings, provided by the Architect, the location, the type of test, and the date of each test performed. Draft Copy 5 | P a g e GENERAL CONDITIONS: 1. The Awarding Authority, the Reading School District, will make every effort to award within thirty (30) days of receipt of proposal. 2. Proposals shall be firm and shall not be withdrawn for a period of sixty (60) days after the date of submission. 3. The responder to this Request for Proposal (hereinafter RFP), shall comply with all of the terms and conditions of this document, which together with the price proposal, shall constitute the written agreement between parties. 4. Awarding the contract will be made to the proposal that offers the best combination of qualifications and price on the basis of the anticipated services and tests required for the Reading Killam Elementary School Project. The Reading School District reserves the right to increase or decrease the amount of testing for any tests, or to add such other tests as required by the contract. 5. The Reading School District reserves the right to reject any and all proposals, or parts thereof, and to accept any Proposal or part thereof, as deemed to be in the best interest of the Town. 6. The Site Contract will be awarded, and on-site construction commenced in TBD 2026. Construction Material Testing services are to commence immediately upon award of contract. 7. All unit prices and cost quotations shall be the unit prices for the duration of the project. 8. If hard copies of reports are required, a minimum of 4 originals and six (6) copies of inspection and testing reports will be distributed. These reports shall be distributed directly by the testing laboratory/inspection service to the places as determined by the Owners Project Manager. Electronic and hardcopy distribution may be required. 9. It is the intent of the Owner, and the contractual obligation of the General Contractor, to give cancellation notice for inspections by 5:00 PM. the day prior to a scheduled test or inspection. The Site Contractor will be responsible for coordination and scheduling of all required testing and inspections. When this notice is given, the Owner will not be responsible for any cancellation charges. Draft Copy 6 | P a g e PROJECT SCHEDULE 1. Mobilization for the construction of the KES Early Site Package will commence on or about January 9th, 2025, and all construction will be completed int May of 2026. All work shall run concurrently with the project schedule. The Awarding Authority will contract with a General Contractor for the construction work of this project. 2. Project Schedule: Anticipated date of contract award for Testing Services: December, 2025 Anticipated Date of Start of Construction January , 2026 Final Completion for Construction (Phase 1 & 2) December, 2028 COMPARATIVE EVALUATION CRITERIA The evaluation of criteria will be conducted by the evaluation committee Proposals will be evaluated based on the following criteria: Experience a. Highly Advantageous: The proposer demonstrates extensive experience (5+ years) in providing similar services for projects that are similar in scope to the Killam Elementary School Project., with documented success and scalability across towns of comparable size. b. Advantageous: The proposer demonstrates moderate experience (3–5 years) in providing similar services, with general success in past municipal contracts. c. Not Advantageous: The proposer demonstrates limited experience (less than 3 years) in providing similar services, or primarily in non-municipal settings. Qualifications a. Highly Advantageous: The proposer provides at least three municipal references that highly recommend their services, citing reliability, responsiveness, and quality. b. Advantageous: The proposer provides three references with generally favorable reviews, though not all strongly recommend the proposer. c. Not Advantageous: The proposer provides fewer than three references, or the references are mixed or lack strong recommendations. Safety Record a. Highly Advantageous: The proposer includes thorough documentation of a formal safety program, regular training, and an excellent safety record with minimal violations or incidents. b. Advantageous: The proposer includes basic safety documentation and training protocols, with an average safety record. c. Not Advantageous: The proposer includes minimal or no documentation of safety standards or has a questionable safety history. Draft Copy 7 | P a g e Financial Responsibility a. Highly Advantageous: The proposer submits comprehensive financial statements showing consistent profitability, minimal debt, strong asset management, and clear financial stability. b. Advantageous: The proposer submits financial documents indicating general financial health, with some debt or occasional profit variability. c. Not Advantageous: The proposer submits incomplete financial documentation or reveals weak financial performance, high debt, or financial instability. VENDOR REFERENCES: The Town of Reading requires references from towns this program was provided to in the last 3 years. A minimum of three (3) references may be required with respect to the services offered. All Proposals shall remain firm for ninety (90) calendar days after the opening. Proposers may be investigated by the Town to determine if they are qualified to perform the contract. The investigation will seek to determine whether the proposer is authorized to do business in the Town of Reading, possesses comparable previous experience and whether the proposer’s financial resources are adequate to assure the Town that the contract will be completed in accordance with the terms thereof. • RULE FOR AWARD: The Town of Reading will select the reponsible and responsive vendor submitting the most advantageous proposal, taking into consideration the vendor’s experience, quality, training examples, references, as well as the proposal price. • RESPONSIVE Respondents are those that submit all required forms properly prepared, on time, will demonstrate satisfactory experience and qualifications, and will propose equipment and services which meet the scope of work. • The Town reserves the right to reject any Respondent who has failed to pay any local taxes, fees, assessments, betterments, or any other municipal charge, unless the Respondent has a pending abatement application or has entered into a payment agreement with the collector-treasurer. INSURANCE REQUIREMENTS: The obtaining of the insurance certificate(s) shall be a condition precedent to the effectuation of the contract. The premiums for this insurance coverage shall be paid for by the Contractor. The insurance shall remain in force during the full term of the contractual agreement and/or until all work is completed and accepted by the Town. Draft Copy 8 | P a g e The Town is to be named as an additional insured, and is to be given notice prior to any changes or lapses of insurance coverage. General Liability: At least $1,000,000 Bodily Injury and Property Damage Liability, Combined Single Limit with a $3,000,000 Annual Aggregate Limit Workers' Compensation Insurance: Per M.G.L. c. l52 as amended. Property Coverage: for materials and supplies being transported by the contractor, as the Town’s Property Contract provides coverage for personal property within 1000 feet of the premises. Umbrella Liability: of at least $2,000,000/ occurrence, $2,000,000/aggregate. The Owner assumes no responsibility or liability for late delivery or receipt of Responses. All Responses received after the stated submittal date and time will be judged to be unacceptable and will be returned unopened to the sender. Draft Copy 9 | P a g e SECTION 2: REQUIRED FORMS Draft Copy 10 | P a g e EXHIBIT B PROPOSAL FORM Exhibit B Draft Copy Materials Testing and Construction Inspection Services Reading Killam Elementary School Project SCOPE OF WORK The following is a list of test and inspection services, along with the attached Program of Structural Tests and Inspections, that are to be included as part of this proposal. Testing protocol is to be followed. The Engineer of Record for the specific discipline will determine the methodology. Soil and Earthwork Testing and Inspection 1. Observe at all times while fill is being placed and compacted. The representative shall make an accurate record of the types of materials used, including grain-size curves, thickness of lifts, densities, percent compaction, type of compacting equipment and number of coverages, the use of water and other pertinent data per the Contract Documents. 2. Perform a sieve analysis for each type of fill (on-site and borrow) prior to placement of the fill. Repeat the sieve analyses when the source or appearance of the fill materials changes. 3. Perform Modified Proctor Test, for each type of fill (on-site and borrow). Observe and inspect the storage, placement and compaction of fill materials and perform field density tests on the fill materials at a frequency determined per the Contract Documents. 4. Verify that untested or non-conforming fills (on-site and borrow) are not used in the project. Substitutions include changing the source or nature of on-site and borrow material. 5. Perform all Soils and Earthwork Testing and Inspections in accordance with the Contract Documents and the Program of Structural Tests and Inspections. Bituminous Paving Testing and Inspection 1. Soils Technician to perform all field compaction testing, as required. 2. Field Inspector to inspect Bituminous Paving: Inspection to include insuring preliminary paving surface is prepared for paving, checking of delivery temperature of paving mix, inspection of paving and rolling operation, and checking of pavement thickness. 3. Extraction of Bitumen for Mixture and Gradation Evaluation: 4. Field Technician and Coring Equipment for Pavement thickness evaluation. 5. Provide documentation that the temperature of the Asphalt meets the Contract Documents. 6. Provide Testing for Porous Pavement, Air -Void Content, and APTG compaction. 7. Perform all Bituminous Paving Testing and Inspections in accordance with the Contract Documents. 8. Provide a site plan indicating the extent of paving completed each day. Concrete Construction Testing and Inspection Testing Agency Qualifications: An independent agency, qualified according to ASTM C 1077 and ASTM E 329 for testing indicated as required by the Contract Documents. Exhibit B Draft Copy Materials Testing and Construction Inspection Services Reading Killam Elementary School Project 1. Personnel conducting field tests shall be qualified as ACI concrete field testing Technician, Grade I, according to ACI CP-01 or an equivalent certification program. 2. Personnel performing laboratory tests shall be ACI-certified Concrete Strength Testing Technician and Concrete Laboratory Testing Technician – Grade I. Testing Agency supervisor shall be ACI – Certified Concrete Laboratory Testing Technician – Grade II. Reinforcement Inspection: 1. Steel reinforcement placement. Before concrete is placed, inspect reinforcing bars for size, quantity, placement and condition. Notify the Contractor and Architect immediately so that the work can be corrected and re-inspected prior to placement of concrete. Keep a log of non-conforming items and the items can be taken off the log with an explanation how the non-conforming item was corrected. Include photographs in the inspection report for each item noted. a. Re-inspect rebar at areas which have been corrected 2. Verification of use of required design mixture. a. Check Truck delivery slips to verify that the required concrete design mix, as stated on the slip, is correct. Verify the holdback water from the plant and verify that water that is added to the concrete on site does not exceed the holdback water. 3. Concrete placement, including conveying and depositing. a. Note duration of mixing. b. Verify that concrete conveyance and depositing avoids segregation of contamination. c. Verify that concrete is properly consolidated 4. Curing procedures and maintenance of curing temperature. 5. Perform all Reinforcement Inspections in accordance with the Contract Documents and the Program of Structural Tests and Inspections Concrete Sampling and Testing: Testing of composite samples of fresh concrete obtained according to ASTM C 172, and shotcrete according to ASTM C 1140 shall be performed according to the following requirements: 1. Testing Frequency: Obtain one composite sample for each day's pour of each concrete mixture exceeding 5 cu. yd., plus one additional composite sample for each additional 50 cu. yd. or fraction thereof. a. A composite sample is constituted by 6 compression cylinders to keep one for 56 day test if the 28 day testing does not meet the specified compressive strength. 2. All sampling of concrete / shotcrete shall be performed at the point of discharge (i.e., end of chute for non-pumped and end of hose for pumped concrete / shotcrete. 3. Slump: ASTM C 143/C 143M; one test at point of placement for each composite sample, but not less than one test for each day's pour of each concrete mixture. Perform additional tests when concrete consistency appears to change. Exhibit B Draft Copy Materials Testing and Construction Inspection Services Reading Killam Elementary School Project 4. Air Content: ASTM C 231, pressure method, for normal-weight concrete; ASTM C 173/C 173M, volumetric method, for structural lightweight concrete; one test for each composite sample, but not less than one test for each day's pour of each concrete mixture. 5. Concrete Temperature: ASTM C 1064/C 1064M; one test hourly when air temperature is 40 deg F (4.4 deg C) and below and when 80 deg F (27 deg C) and above, and one test for each composite sample. 6. Unit Weight: ASTM C 567, fresh unit weight of structural lightweight concrete; one test for each composite sample, but not less than one test for each day's pour of each concrete mixture. 7. Compression Test Specimens: ASTM C 31/C 31M. a. Cast and laboratory cure one set of four standard cylinder specimens for each composite sample. b. Cast and field cure one set of four standard cylinder specimens for each composite sample. 8. Compressive-Strength Tests: all per ASTM C 39/C 39M, and shall be performed as follows: Concrete Testing a. One field (may be cured in the lab)-cured cylinder representing each sample shall be tested (according to ASTM C-39) at 7 days, one additional field-cured cylinder shall be tested at 14 days, and three additional field-cured cylinders shall be tested at 28 days. Additional cylinder may be tested at 56 days if the 28-day results do not meet the specified concrete compressive strength otherwise this cylinder would be discarded. b. Written reports shall indicate the job name and number, the date time and temperature of the pour, the testing agency, as well as the strength and fracture type resulting from the test. Such reports shall be submitted to the Owner’s Project Manager, Architect, Contractor, and concrete manufacturer within 48 hours of test completion. Draft reports shall be distributed the day of the test. c. When testing indicates concrete does not meet slump, air entrainment, or compressive strength specifications, the testing agency shall provide additional testing as indicated by the Architect 9. Strength of each concrete mixture will be satisfactory if every average of any three-consecutive compressive-strength tests equals or exceeds specified compressive strength, and no compressive-strength test value falls below specified compressive strength. 10. Perform all Concrete Sampling, Testing and Inspections in accordance with the Contract Documents and the Program of Structural Tests and Inspections. Masonry Construction Testing and Inspection Perform field tests during placement as follows: 1. All sampling of grout shall take place after the addition of water, if any, at the site. Record the amount of water added. 2. All sampling of grout shall be performed at the point of discharge (i.e., end of chute for nonpumped and end of hose for pumped). 3. Grout Compression Test Specimens: Make one set of test cubes (ASTM C1019) for each type of grout and a square footage of wall area determined by the Architect. Exhibit B Draft Copy Materials Testing and Construction Inspection Services Reading Killam Elementary School Project a. Grout Slump: Test (ASTM C143) at point of discharge for each set of compression test specimens made. b. Grout Compression Test. Test cubes (ASTM C1019) for each set of compression test specimens made. c. Mortar Aggregate Perform tests for a square footage of wall area determined by the Architect, and as follows: i. Sieve Analysis - ASTM C136 ii. Soundness - ASTM C88 d. Mortar Evaluation: Make and test one set of cubes (ASTM C780) for each 5, 000 square feet of wall area. Perform tests for the following and submit the results in a format consistent with ASTM C780-A8: i. Compressive Strength of Molded Masonry Mortar Cylinders and Cubes ii. Splitting Tensile Strength of Molded Masonry Mortar Cylinders 4. Observe and inspect portions of the masonry installation for conformance with ACI 530.105/ASCE 6-05/TMS 602-05 Sections 2.3 and 4.3 and the Contract Documents. 5. Continuously observe and inspect portions of the vertical cells to be grouted, knockout web blocks and lintel blocks for cleanliness and reinforcing prior to grouting. Verify that mortar squeeze and mortar droppings are removed from the cavities to be grouted. 6. Observe and inspect portions of all reinforcement installation for condition, size, location, splicing and spacing of the reinforcement per ACI 530-05/ASCE 5-05/TMS 402-05 Chapter 8, ACI 530.1-05/ASCE 6-05/TMS 602-05 Section 3.3 and the Contract Documents. 7. The testing agency will prepare grout cubes for the cement grout used in the drill holes to bond the nail to the soil. The testing agency will perform the strength testing including the masonry Prism tests on the grout cubes. 8. Perform all Masonry Sampling, Testing and Inspections in accordance with the Contract Documents and the Program of Structural Tests and Inspections. Structural Steel Construction Testing and Inspection Testing and Inspection Agency will perform the following types of testing and inspection: 1. Shop Quality Control Program: Review the Fabricator's in-house quality control program including procedures, testing and inspections. Report findings to the Architect. a. Inspect and test shop-bolted and shop-welded connections during fabrication of structural steel assemblies if directed by the Architect. 2. Field-Bolted Connections: Inspect or test in accordance with AISC specifications and RCSC "Specifications for Structural Joints Using ASTM A325 of A490 Bolts." 3. Field Welding: Inspect and test during erection of structural steel as follows: a. Review welder’s certifications and certify welders if required. Conduct inspections and tests as required. Record types and locations of defects found in work. Record work required and performed to correct deficiencies. b. Perform visual inspection of all welds, utilizing at its discretion, the more precise measurement technique according to the work being inspected. Exhibit B Draft Copy Materials Testing and Construction Inspection Services Reading Killam Elementary School Project 1. Liquid Penetrant Inspection: ASTM E 165. 2. Magnetic Particle Inspection: ASTM E 709; performed on root pass and on finished weld. 3. Cracks or zones of incomplete fusion or penetration will not be accepted. 4. Ultrasonic Inspection: ASTM E 164. 5. Radiographic Inspection: ASTM E 94 and ASTM E 142; minimum quality level "2-2T." c. Test full penetration welds using ultrasonic inspection methods in accordance with ASTM E164. 4. Shear Connectors: In addition to visual inspections, test and inspect field welded shear connectors according to requirements of AWS D1.1 for stud welding and as follows: a. Check studs for quantity, spacing and weld. b. Perform bend tests when sounding and/or a visual inspection reveals either less than a continuous 360-degree flash or welding repairs to any shear connector. c. Conduct tests on additional shear connectors if weld fracture occurs on shear connectors already tested, according to requirements of AWS D1.1. 5. Chemical Anchor and Expansion Bolt Connections: a. Contact the chemical anchor and expansion bolt manufacturer(s) to determine the proper installation procedures, minimum installation torque values, and the washer requirements. b. Perform tests on all chemical anchor and expansion bolted connections. Test one bolt in each connection for applied torque. If the test bolt fails, then test all the bolts in the connection. c. Observe and inspect a portion of the drilling, cleaning and tightening methods and washer requirements for conformance with the manufacturer's recommendations and the Contract Documents. 6. Perform all Structural Steel Sampling, Testing and Inspections in accordance with the Contract Documents and the Program of Structural Tests and Inspections. Structural Light Gauge Metal Framing Tests and Inspection 1. Observe and inspect portions of the light gauge metal framing components and connections for conformance with the Contract Documents. 2. Components and connections to be observed and inspected include, but not limited to: joists, clouds, railings, guardrails, seating, soffits, wall studs, plates, lintels and built-up members. 3. Observe and inspect, as a minimum: workmanship, sizes, spacing, gauges, coatings, screws and welds. 4. Perform all Structural Light Gauge Metal Framing Sampling, Testing and Inspections in accordance with the Contract Documents and the Program of Structural Tests and Inspections. Installation of Glazed Aluminum Curtainwall 1. Inspect type, size, gauge, spacing, and placement of members for conformance to the approved Curtain Wall Shop Drawings and Contract Documents. 2. Inspect member-to-member connections and connections/ anchorage to adjacent steel/concrete/wood support elements. Exhibit B Draft Copy Materials Testing and Construction Inspection Services Reading Killam Elementary School Project Name of Testing Agency Unit Cost/ Fee Schedule SOILS: Field Inspection Rates Half Day Full Day Hourly Overtime Rate Services include but are not limited to: Inspections, recording and reporting of visual inspection of soils placement and lift thickness, compaction/soils density testing (using nuclear methods) of fill, and soil sampling by sieve and proctor testing, for conformance with Project drawings and Specifications, and all applicable shop drawings and submittals. Samples/Tests - Rates Washed Sieve Analysis Modified Proctor Test & Curve Hydrometer Test Ash Burn Walkley/Black Test Chemical Analysis Pick up & Delivery Rates ASPHALT Field Inspection Rates Half Day Full Day Hourly Overtime Rate Services include but are not limited to: Inspection of base and binder courses, thickness, temperature, compaction testing and inspection for conformance to Project drawings and Specifications, and all applicable shop drawings and submittals. Samples/Tests - Rates Asphalt Content Aggregate Gradation CONCRETE: Reinforcing Steel Inspection Rates Half Day Full Day Hourly Overtime Rate Services include but are not limited to: Inspections, recording and reporting of installations of reinforcing steel, welded steel, and anchor rods, for conformance with Project drawings and Specifications, and all applicable shop drawings and submittals. Exhibit B Draft Copy Materials Testing and Construction Inspection Services Reading Killam Elementary School Project CONCRETE continued: Concrete Field Inspection Rates and description of included service. Half Day Full Day Hourly Overtime Rate Services include but are not limited to: Inspections, recording and reporting of all concrete testing, plant inspection, truck delivery timing and slip collection, materials certifications, test cylinder fabrication, and continuous inspection of poured-in-place concrete for conveyance, placement, consolidation and finishing, all in conformance with Project drawings and Specifications, and all applicable shop drawings and submittals. Concrete Cylinder Testing – Lab Rates Size of Cylinder Composite Sample – Min. Quantity of Cylinders, including reports Flat Rate for additional composite sample, including reports Pick up and Delivery Rates Additional Reports Additional Cylinder Services include but are not limited to: Testing, recording and reporting of all concrete cylinder testing, all in conformance with Project drawings and Specifications, and all applicable shop drawings and submittals. Pickup and delivery of Composite Sample cylinders included in unit rate. MASONRY: Masonry Placement Inspection Half Day Full Day Hourly Overtime Rate Services include but are not limited to: Testing, recording and reporting on inspection of complete masonry systems including grout and mortar mixing, masonry unit installations and associated reinforcing, anchors and ties; mortar cube fabrication, grout prism fabrication, review of materials certificates for compliance, and inspection of weather protection, all in conformance of Project drawings and Specifications, and all applicable shop drawings and submittals. Compression Tests – Lab Rates Quantity of Cubes Mortar Cube Test CMU Test Masonry Prism Test Grout Prism Test Pick Up and Delivery Rates STRUCTURAL STEEL/COLD FORM STEEL FRAMING: Structural Steel and Cold Form Steel Framing Field Inspector Rates Hourly Half Day Full Day One Week One Month Overtime Services include but are not limited to: Testing, recording and reporting on materials mill test certifications, visual inspections and physical verification of field (pre and post heat) welded and bolted connections, all non-destructive testing and inspections, and inspections for all shear connections, moment connections, metal decking, metal stair framing, and all related structural connection details, for conformance to Project drawings and Specifications, and all applicable shop drawings and submittals. Exhibit B Draft Copy Materials Testing and Construction Inspection Services Reading Killam Elementary School Project Ultrasonic & Magnetic Particle Testing Rates Ultrasonic Magnetic Particles FIREPROOFING: Field Inspection rates Half Day Full Day Hourly Overtime Rate Services include but are not limited to: Testing, recording and reporting on Inspection of fireproofing installation, material thickness, adhesion, cohesion and density, and inspection for conformance to Project drawings and Specifications, and all applicable shop drawings and submittals. COMBINATION RATES: Half Day Full Day Hourly Overtime Rate Services include but are not limited to: Combination rates for one technician to perform Soils, Asphalt, Concrete, Masonry, Reinforcing steel, light gauge steel, thermal and moisture protections, fire stops and protective coatings, and other accompanying field inspections and testing. Project Management and all incidental expenses shall be included in the individual wage rates submitted herein, and not be billed separately. Material Testing Proposal Matrix # of Tests Estimated Unit of Measure Unit Cost Subtotal 1 CONCRETE a. Cylinders Required per set: 6 30 Per set b. Inspection of controlled concrete placement with slump, air entrainment, temperature, truck timing, casting of cylinder w/delivery to testing lab. 20 Half Days c. Inspection of controlled concrete placement with slump, air entrainment, temperature, truck timing, casting of cylinder w/delivery to testing lab. 10 Full Days d. Reinforcing Steel Inspections - Half Day 15 Half Days Exhibit B Draft Copy Materials Testing and Construction Inspection Services Reading Killam Elementary School Project e. Reinforcing Steel Inspections - Full Day 5 Full Days 2 SOILS & AGGREGATES # of Tests Estimated Unit of Measure Unit Cost Subtotal a. Soil Inspection – Half Day 20 Half Days b. Soil Inspection – Full Day 10 Full Days c. Gradation Analysis 5 Each d. Modified Proctor Test 5 Each 3 STRUCTURAL STEEL Per ASTM or as indicated a. Shop inspection of fabrication 1 Half Days b. Inspection of structural steel-plumb and level, bolts 20 Half Days c. Inspection of structural steel-plumb and level, bolts 10 Full Days 4 MORTAR/GROUT Per ASTM Standards a. Form mortar/grout cubes for compressive strength. 3 Half Days b. Laboratory pick-up of mortar/grout cubes, test and report results. 3 Each 6 ASPHALT PAVING PER ASTM STANDARDS a. Field Inspection 4 Half Days b. Aggregate Gradation 4 Each 7 COMBINATION RATES a. Half Day 30 Half Days b. Full Day 10 Full Days 8 SPECIAL INSPECTION SERVICES a. Field Technician for Special Inspection. 1 Half Days b. Professional Engineer for Special Inspections. 1 Half Days Total Estimated Cost Provide the following as attachments to Proposal: 1. The name, owner and location of the laboratory that will be utilized on this project, the relevant certifications of the laboratory and its technicians, and the normal and expedited turnaround times for all applicable test results, equal to or less than the turnaround required by the Contract Documents. 2. Evidence of all insurance coverages currently carried by the firm. 3. Evidence of the firms experience and capability to conduct the testing and inspections indicated, as documented by ASTM E 548, and specializing in the types of testing and inspections to be performed. 4. All inspection personnel must have a minimum of three (3) years of experience in construction inspection and test sample taking. Evidence of personnel experience must be provided in the proposal Exhibit B Draft Copy Materials Testing and Construction Inspection Services Reading Killam Elementary School Project Estimated Total Materials Testing and Inspection Services Cost: In addition to providing the rates for your materials testing and inspection services, this Proposal includes the following estimate for the total amount to be expended for all the services solicited by this Proposal Request. Estimated Total: ____________________________________________________________________ _______________________________________________________Dollars ($____________) COMPREHENSIVE MATERIALS TESTING AND INSPECTION SERVICES The undersigned agrees to provide comprehensive material testing and inspection services as outlined in the Project Manual, Contract Drawings, Specifications and the Program of Structural Tests and Inspections, through the firm’s own capabilities and consultants as necessary. The undersigned agrees to be responsible for the sampling, testing, completion and distribution of material test reports and of all associated records in order to document all tests and inspections provided. Handwritten reports are due the day of each field visit and the typed reports due within three (3) business days after the site visit. Additionally, all reports shall be distributed electronically by email attachment initially, to all noted recipients. The material testing agent agrees to notify the Owner’s Project Manager, the Architect and the G.C. immediately with knowledge of deviations from the project drawings and specifications with the deviation noted in writing with the field report. The undersigned agrees that test reports, associated records and documents are critical to achieve certification of special inspections from the engineers of record and shall be treated as critical items. The undersigned agrees that all material testing equipment and other support sundries shall be in functional order when required for performance of any test and inspection function, and any down time and related expenses caused by non-functioning equipment will not be reimbursed by the Owner. Legal Name of Business Entity (Print or Type) SS or Federal ID # Address City State Zip Code Authorized Signature Date Name of Authorized Signature (Print or Type) Position Draft Copy 11 | P a g e CERTIFICATE OF NON-COLLUSION The undersigned certifies under penalties of perjury that this bid or Quote is in all respects bona fide, fair and made without collusion or fraud with any other person. As used in this certification, the word "person" shall mean any natural person, joint venture, partnership, corporation, union, committee, club, or other organization, entity, business, group of individuals or legal entity. TAX COMPLIANCE CERTIFICATION Pursuant to M.G.L. c. 62C, §49A, I certify under the penalties of perjury that, to the best of my knowledge and belief, I am in compliance with all laws of the Commonwealth relating to taxes, reporting of employees and contractors, and withholding and remitting child support. *Your social security number may be furnished to the Massachusetts Department of Revenue to determine whether you have met tax filing or tax payment obligations. Providers who fail to correct their non-filing or delinquency will not have a contract or other agreement issued, renewed, or extended. DEBARMENT STATEMENT I hereby certify under pains and penalties of perjury that neither I nor any principal(s) of the Company identified below is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency or the Commonwealth of MA. ___________________________________________ Signature of authorized person ___________________________________________ Name of business ________________________________________ *Social Security Number or Federal Identification Number COMMENCEMENT OF WORK (check applicable box): [ ] This Agreement constitutes a notice to proceed with services. [ ] Services shall not be performed under this Agreement until the Town so advises the Vendor in writing. Draft Copy 12 | P a g e MINIMUM INSURANCE LIMITS: The Town is to be named as an additional insured, and is to be given notice prior to any changes or lapses of insurance coverage. General Liability: At least $1,000,000 Bodily Injury and Property Damage Liability, Combined Single Limit with a $3,000,000 Annual Aggregate Limit Automobile Liability: At least $1,000,000 Bodily Injury and Property Damage per accident. Workers' Compensation Insurance: Per M.G.L. c. l52 as amended. Property Coverage: for materials and supplies being transported by the contractor, as the Town’s Property Contract provides coverage for personal property within 1000 feet of the premises. Umbrella Liability: of at least $2,000,000/ occurrence, $2,000,000/aggregate. CONTRACT TERM: ____________________________________ PERSONNEL AND SUBCONTRACTORS: Vendor’s Team: ____________________________________ ______________________________ ____________________________________ ______________________________ ____________________________________ ______________________________ List of Attached Exhibits (check applicable boxes): Exhibit A B C Attached [ ] [ ] [ ] Not Attached [ ] [ ] [ ] TOWN: VENDOR: ____________________________________ __________________________________ By: _________________________________ By: ______________________________ Title: _______________________________ Title: _____________________________ Date Signed: _________________________ Date Signed: ________________________ Draft Copy 13 | P a g e EXHIBIT A TERMS AND CONDITIONS 1. PERFORMANCE OF SERVICES All Services of the Vendor shall be performed by qualified personnel. The Vendor’s Project team shall consist of those persons identified on page 2 of this Agreement. The employment by the Vendor of additional Staff for any of the Services shall be subject to the prior written approval of the Town. No member of the Project team shall be replaced without the consent of the Town. The Town shall have the right to require the Vendor to remove any personnel from the Project for reasonable cause. The Vendor shall perform its Services in accordance with the highest professional standards of skill, care, and diligence. Without limiting the foregoing, the Town shall have the right to require the Vendor to cease providing Services immediately upon written notice. 2. TIME The Vendor shall perform its Services as expeditiously as is consistent with the standards of professional skill and care required hereby. The Vendor shall perform its Services in coordination with the operations of the Town at the Sites specified and with any party engaged by the Town in connection with the Project. It shall be the obligation of the Vendor to request any information necessary to be provided by the Town for the performance of the Vendor’s Services. Time is of the essence of this Agreement. 3. REIMBURSABLE EXPENSES If out-of-pocket expenses are not included in the Vendor’s fee, the Town shall compensate the Vendor for reimbursable expenses actually incurred; provided, however, that reimbursable expenses shall only be eligible for reimbursement if they have been submitted in advance and approved in writing by the Town. The Vendor agrees to use reasonable efforts to minimize expenses which are reimbursable by the Town. 4. VENDOR’S COMPENSATION a. Lump Sum. If Services are to be provided on a Lump Sum basis, the total amount of compensation due to the Vendor in consideration of the full performance of Services by the Vendor is the amount set forth on page one of this Agreement. The Town shall pay the Vendor as Services are performed by the Vendor based upon the portion of Services completed. b. Subject to Appropriation. The obligations of the Town hereunder shall be subject to appropriation on a fiscal year basis. In the absence of appropriation, this agreement shall be terminated immediately without liability of the Town for damages, lost profits, penalties, or other charges arising from early termination. Draft Copy 14 | P a g e 5. PAYMENT The Vendor shall submit, not more often than monthly, statements for fees for Services rendered and reimbursable expenses (stated separately) incurred. The Vendor’s statements shall include a description of the Services performed for the period in question with a progress report, and shall be in such form and detail and with such supporting data as the Town may reasonably require to show the computational basis for all charges (including reimbursable expenses), including a statement explaining any substantial deviation from the Vendor’s anticipated work schedule, staffing plan and costs. Payment shall be due within thirty (30) days after the Town receives a proper statement. In no event shall the Town be liable for interest, penalties, expenses or attorney’s fees. No payment made hereunder shall constitute or be construed as final acceptance or approval of that part of the Services to which such payment relates or relieve the Vendor of any of its obligations hereunder with respect thereto. 6. VENDOR’S ACCOUNTING RECORDS The Vendor shall keep records pertaining to Services performed (including complete and detailed time records) and reimbursable expenses incurred, employing sound bookkeeping practices and in accordance with generally accepted accounting principles. All records pertaining to Services performed on a time card or unit price basis and reimbursable expenses shall be available to the Town or its authorized representatives for review and audit during normal business hours. 7. REPORTS, DRAWINGS, ETC. All reports, drawings, plans and other data and material, including computer programs and other material in electronic media (collectively, “Materials”) furnished to the Town shall become the Town’s property and may be used by the Town (or such parties as the Town may designate) thereafter in such manner and for such purposes as the Town (or such parties as the Town may designate) may deem advisable, without further employment of or additional compensation to the Vendor. The Vendor shall not release or disclose to any third party any Materials produced for the Town without obtaining the Town’s prior written consent. At no time shall the Vendor release or disclose to any third party any Materials furnished to the Vendor by the Town in connection with the performance of the Vendor’s Services. Upon the expiration or termination of this Agreement for any reason, all Materials and other work product that have been accumulated, developed or prepared by the Vendor (whether completed or in process) shall become property of the Town and the Vendor shall immediately deliver or otherwise make available such Materials to the Town. 8. INSURANCE The Vendor shall obtain and maintain the following insurance in amounts not less than the Minimum Insurance Limits set forth on page one of this Agreement during all times that the Draft Copy 15 | P a g e Vendor is performing Services and for at least one year after termination of this Agreement in the case of Commercial General Liability, Worker’s Compensation and Employer’s Liability insurance, and for at least the applicable period of limitations on actions provided by law in the case of Professional Liability insurance: a. Commercial General Liability insurance covering claims for injury to persons and damage to property. Such insurance shall include contractual liability and shall cover the use of all equipment and motor vehicles on the Site or transporting persons, equipment, materials or debris to and from the Site. Products and Completed Operations insurance shall be maintained for at least three years after completion of this Agreement. b. Professional Liability insurance for protection from claims arising out of the performance of professional services, including contractual coverage. c. Worker’s Compensation Liability insurance in amounts not less than those required by law and Employer’s Liability insurance. d. Automobile Liability insurance applicable for any contractor who has an automobile operating exposure for protection against bodily injury and property damage. e. Umbrella Liability insurance following the same form as the Contractor’s underlying General Liability, Automobile Liability and Employer’s Liability insurance, which shall be maintained for at least three years after completion of this Agreement. Certificates of insurance evidencing the coverage required hereunder and copies of the policies, together with evidence that all premiums for such insurance have been paid, shall be filed with the Town prior to the commencement of the Services to be rendered by the Vendor hereunder. All such policies and certificates shall be written through companies and in forms acceptable to the Town’s lender or lenders, if any. All policies shall contain a provision that coverages afforded by them will not be cancelled or amended until at least thirty (30) days prior written notice has been given to the Town. In the event that any policy is cancelled or amended, the Vendor shall immediately provide notice to the Town and take all steps necessary to reinstate such policy to conform to the requirements of this Agreement. The insurance provided under clause a, d and e, above, shall name the Town and such other parties as the Town shall require as “Additional Insured” parties. Insufficient insurance shall not release the Vendor from any liability for breach of its obligations under this Agreement. At the request of the Town, a Subcontractor employed by the Vendor shall obtain and maintain a professional liability insurance policy covering negligent errors, omissions and acts of such Subcontractor or of any person or business entity for whose performance the Subcontractor is legally liable arising out of the performance of the contract for Subcontractor services. The Subcontractor shall furnish a certificate or certificates of such insurance coverage to the Town prior to the employment of such Subcontractor by the Vendor. A liability insurance policy maintained under this paragraph shall provide for coverage of such type and duration and in such amount as the Town shall require. Draft Copy 16 | P a g e 9. INDEMNIFICATION To the maximum extent permitted by law, the Vendor agrees to indemnify, defend with counsel acceptable to the Town and save harmless the Town from all suits, actions, claims, demands, damages, losses, expenses and costs, including attorneys’ fees, of every kind and description which the Town may incur or suffer resulting from, in connection with, or arising out of any act, error or omission of, or breach of contractual duties to the Town by, the Vendor, its agents, servants, employees or Subcontractors. The extent of the foregoing indemnification and hold harmless provisions shall not be limited by any provision of insurance required by this Agreement and shall survive the termination of this Agreement. 10. COMPLIANCE WITH LAW It is the responsibility of the Vendor that the Project be conducted, and that all Services and other work performed by the Vendor hereunder be performed so as to comply with all applicable federal, state and municipal laws, regulations, codes, ordinances and orders, and any permit conditions as to which the Vendor has knowledge, as the same may be in effect as of the time of the performance of such work. In particular, without limitation, the Vendor agrees to comply with (a) all regulations pertaining to approvals for federal and state grants, and with all federal and state environmental laws and regulations, and assist in making any submissions with respect thereto and (b) all applicable requirements of the Massachusetts public construction and procurement laws, which are incorporated by reference herein. 11. TERMINATION OF AGREEMENT The Town may terminate this Agreement as follows: a. Without cause, on ten days’ prior written notice; or b. Immediately, by written notice to the Vendor, if the Vendor violates any of the provisions of this Agreement, or fails to perform or observe any of the terms, covenants or conditions of this Agreement, or abandons in whole or in part its Services, or becomes unable to perform its Services, hereunder. For purposes of this Paragraph 11, it is acknowledged that the Vendor’s Services under this Agreement are personal services and may not be assumed by or assigned by a trustee in bankruptcy. In the event of termination, the Vendor shall promptly deliver to the Town all Materials, including all documents, work papers, studies, calculations, computer programs, data, drawings, plans, specifications and other tangible work product or materials pertaining to the Services performed under this Agreement to the time of termination, and thereupon the Town shall pay to the Vendor any unpaid and undisputed balance owing for Services rendered prior to the date of termination. Any termination of this Agreement shall not affect or impair the right of the Town to recover damages occasioned by any default of the Vendor or to set off such damages against amounts otherwise owed to the Vendor. Draft Copy 17 | P a g e 12. MISCELLANEOUS PROVISIONS a. Successors and Assigns. Subject to the provisions of Subparagraph (b) below, the Town and the Vendor each binds itself, its partners, successors, assigns, and legal representatives to the other party. b. Assignment by Vendor. The Vendor shall not assign, sublet or transfer any of its obligations, responsibilities, rights or interests (including, without limitation, its right to receive any moneys due hereunder) under this Agreement without the written consent of the Town. Any assignment, subletting, or transfer by the Vendor in violation of this Paragraph 12(b) shall be void and without force or effect. c. Entire Agreement. This Agreement represents the entire and integrated agreement between the Town and the Vendor with respect to the subject matter hereof and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both the Town and the Vendor. d. Confidentiality. The Vendor shall not, without the Town’s prior written consent, release or disclose any information relating to the Project to anyone except as necessary to perform its duties hereunder. e. Certifications. The Vendor shall, from time to time, make such certifications and statements to the Town and to such of the Town’s architects, designers, vendors and lenders, and such other parties, as the Town shall reasonably request, in such form as the Town shall reasonably request, provided that the Vendor determines that such certifications are true and correct based upon the Services performed by the Vendor hereunder. f. Additional Services. If the Town requests the Vendor to perform additional services beyond the scope of Services hereunder, the Vendor shall perform such additional services only upon obtaining written authorization from the Town including written agreement as to the method and amount of compensation for such additional services. g. Disputes. All claims, disputes and other matters in question between the Town and the Vendor arising out of or relating to this Agreement or the breach thereof shall be submitted for resolution to a court of competent jurisdiction in Middlesex County, Massachusetts, unless otherwise agreed by the parties. No such action shall be brought, however, until the completion of all Services under this Agreement or the earlier termination thereof as provided in Paragraph 11 above, the parties agreeing to negotiate in good faith any claims, disputes or other matters in question during the term of this Agreement before resorting to litigation. h. Limited Liability. No officer, director, member, employee, or other principal, agent or representative (whether disclosed or undisclosed) of the Town, nor any participant with Draft Copy 18 | P a g e the Town, shall be personally liable to the Vendor hereunder, for the Town’s payment obligations or otherwise, the Vendor hereby agreeing to look solely to the assets of the Town for the satisfaction of any liability of the Town hereunder. In no event shall the Town ever be liable to the Vendor for indirect, incidental or consequential damages. i. Governing Law. This Agreement shall be governed by the law of the Commonwealth of Massachusetts. j. No Waiver. The Town’s review, approval, acceptance or payment for Services under this Agreement shall not operate as a waiver of any rights under this Agreement and the Vendor shall be and remain liable to the Town for all damages incurred by the Town as the result of the vendor’s failure to perform in conformance with the terms and conditions of this Agreement. The rights and remedies of the Town provided for under this Agreement are in addition to any other rights or remedies provided by law. The Town may assert a right to recover damages by any appropriate means, including but not limited to set-off, suit, withholding, recoupment, or counter-claim either during or after performance of this Agreement. k. Interpretation. If any provision of this Agreement shall to any extent be held invalid or unenforceable, the remainder of this Agreement shall not be deemed affected thereby. Paragraph headings are included herein for reference purposes only and in no way define, limit or describe the scope or intent of any of the provisions of this Agreement. 13. EQUAL EMPLOYMENT OPPORTUNITY a. In connection with the performance of work under this Agreement, the Vendor shall not discriminate against any employee or applicant for employment because of race, color, religion, creed, national origin, ancestry, age, sex or handicap. The Vendor shall post in conspicuous places, available for employees and applicants for employment, notices to be provided by the Massachusetts Commission Against Discrimination (the “Commission”), setting forth the provisions of the Fair Employment Practices Law of the Commonwealth. b. In connection with the performance of work under this Agreement, the Vendor shall not discriminate in its relationships with Subcontractors or suppliers on the basis of race, color, religion, creed, national origin, ancestry, age, sex or handicap. c. The Vendor shall comply with all applicable laws and regulations pertaining to non-discrimination, equal opportunity and affirmative action, including without limitation executive orders and rules and regulations of federal and state agencies of competent jurisdiction. 14. CERTIFICATIONS BY VENDOR By execution of this Agreement, the Vendor certifies: Draft Copy 19 | P a g e a. The Vendor has not given, offered or agreed to give any person, corporation or other entity any gift, contribution or offer of employment as an inducement for, or in connection with, the award of this Agreement. b. No Vendor to or subcontractor for the Vendor has given, offered or agreed to give any gift, contribution or offer of employment to the Vendor or to any other person, corporation, or entity as an inducement for, or in connection with, the award to the Vendor or subcontractor of a contract by the Vendor. c. No person, corporation or other entity, other than a bona fide full time employee of the Vendor, has been retained or hired by the Vendor to solicit for or in any way assist the Vendor in obtaining this Agreement upon an agreement or understanding that such person, corporation or other entity be paid a fee or other consideration contingent upon the award of this Agreement to the Vendor. d. The Vendor shall comply with all applicable requirements of Section 39R of Chapter 30 of the Massachusetts General Laws. 15. TAXES a. By execution of this Agreement the vendor, pursuant to Section 49A of Chapter 62C of the Massachusetts General Laws, certifies under the penalties of perjury that it has, to the best knowledge and belief of the person(s) who signed this Agreement on the vendor’s behalf, filed all state tax returns and paid all state taxes required under law. b. The Town is exempt from payment of certain Sales and Use taxes applicable in the Commonwealth of Massachusetts. At the Vendor’s request, Tax Exemption Certificates will be furnished by the Town to the Vendor with respect to such tax exempt articles as may be required under this Agreement. The Vendor shall not pay, and the Town shall not reimburse or pay the Vendor or any other party either directly or indirectly for any tax for which an exemption is provided under law. 16. CONFLICT OF INTEREST The Vendor acknowledges that the Town is a municipality for the purposes of Chapter 268A of the Massachusetts General Laws (the Massachusetts conflict of interest statute), and the Vendor agrees, as circumstances require, to take actions and to forbear from taking actions so as to be in compliance at all times with obligations of the Vendor based on said statute. END OF SECTION Draft Copy TOWN OF READING MASSACHUSETTS REQUEST FOR PROPOSAL Construction Plan and Code Review Services Contract Number XX-XX Town of Reading 2025 Draft Copy 2 | P a g e READING TOWN HALL 16 LOWELL STREET READING, MA. 01867 Request for Proposal Construction Plan and Code Peer Review Services Contract No. XX-XX The Town of Reading (Town) is seeking Construction Code Review services for the design documents for the new Killam Elementary School (KES) Project. INSTRUCTIONS: 1. Proposals for Construction Plan and Code Review Services should be emailed to harani.kumaresh@collierseng.com and justin.ferdenzi@collierseng.com on or before 1:00 PM, on TBD, 2025. 2. Proposals must be submitted as indicated within this RFP. Supplemental materials may be submitted to allow the owner to make an informed decision as to the qualifications of the proposer. 3. The successful proposal will be based on the lump sum and hourly rates quoted for review services. All General and Administrative Costs shall be included in the lump sum. 4. The business providing the proposal for Construction Plan and Code Review Services is hereinafter referred to as the ‘Consultant’. The contract will be awarded under the provisions of MGL c30B. The Town of Reading reserves the right to reject any and all proposals, or to award or not to award the contract for any reason the Town Manager determines to be in the Town's and/or the public's best interest. Nothing in this RFP shall require that the Town take the lowest price proposal. Instead, the Town reserves the right to base its decision on the entirety of the information provided, the evaluation of criteria requested, and its sole judgment as to the best service to be provided. Because this service is exempt from the bidding laws, the Town is free to negotiate price and terms with whatever proposer(s)s it chooses, in whatever manner it believes is best suited to the Town's needs. Draft Copy 3 | P a g e SCOPE OF SERVICES The following is a list of services that are to be included as part of this proposal. 1. Plan and code review will consist of all pertinent construction documents as necessary to verify that core elements and key requirements of the design comply with current Massachusetts codes and adopted Town codes. Areas of focus and review include but are not limited to the following: • Structural Steel design • Fire Protection system design • Fire Alarm system design • Accessibility code 2. The Consultant shall review the project documents provided by the Town and complete a report in a timely fashion as agreed upon with the Town. 3. The Consultant shall provide the Town with documentation of any design deficiencies found through plan review that requires revision and/or correction. A code citation must be indicated to validate the correction in accordance with the current Massachusetts codes and adopted Town codes 4. The Consultant shall re-review revised or corrected plans and provide subsequent correction documentation as necessary to verify the proposed design comply with current Massachusetts codes and adopted Town codes. 5. The Consultant shall provide the Town documentation affirming, to the best of their knowledge, that the proposed design complies with current Massachusetts codes and adopted Town codes. 6. The Consultant shall attend meetings with the Town as requested. Draft Copy 4 | P a g e PROPOSAL REQUIRMENTS Interested consultants must submit a proposal that includes the following sections: Section 1: Executive summary • A concise overview of your understanding of the RFP and your proposed approach. Section 2: Firm qualifications and experience • A description of the firm's history, size, and resources. • A statement of qualifications demonstrating expertise in municipal and school construction tax incentives. • Provide at least three (3) references from similar government or public entity projects within the last three years. • Disclose any potential conflicts of interest with the Town of Reading, MA. or related project parties. o Project Designer – Lavallee Brensinger Architects o Owner’s Project Manager – Colliers Project Leaders Section 3: Project team • List all key personnel who will be assigned to this project, including their qualifications, relevant experience, and specific roles. • Explain the availability of key personnel and their ability to provide consistent service. Section 4: Proposed work plan and methodology • A detailed, step-by-step description of the approach to fulfill the Scope of Services. • Include a proposed timeline for key milestones and deliverables. • Explain how the consultant will collaborate with the town and other members of the project team. Draft Copy 5 | P a g e Section 5: Fee proposal • The proposal should clearly outline the fee structure, which may be a lump sum or hourly rate with a not-to-exceed amount. • Detail any reimbursable expenses. COMPARATIVE EVALUATION CRITERIA The evaluation of criteria will be conducted by the evaluation committee Proposals will be evaluated based on the following criteria: • Qualifications and experience (30%): Demonstrated experience with similar municipal projects, tax law, and incentive programs. • Proposed work plan (30%): The clarity, completeness, and effectiveness of the proposed methodology and timeline. • Project team (20%): The qualifications and availability of the proposed personnel. • Fee proposal (20%): The competitiveness and reasonableness of the proposed fees. VENDOR REFERENCES: The Town of Reading requires references from towns this program was provided to in the last 3 years. A minimum of three (3) references may be required with respect to the services offered. All Proposals shall remain firm for ninety (90) calendar days after the opening. Proposers may be investigated by the Town to determine if they are qualified to perform the contract. The investigation will seek to determine whether the proposer is authorized to do business in the Town of Reading, possesses comparable previous experience and whether the proposer’s financial resources are adequate to assure the Town that the contract will be completed in accordance with the terms thereof. Draft Copy 6 | P a g e • RULE FOR AWARD: The Town of Reading will select the reponsible and responsive vendor submitting the most advantageous proposal, taking into consideration the vendor’s experience, quality, training examples, references, as well as the proposal price. • RESPONSIVE Respondents are those that submit all required forms properly prepared, on time, will demonstrate satisfactory experience and qualifications, and will propose equipment and services which meet the scope of work. • The Town reserves the right to reject any Respondent who has failed to pay any local taxes, fees, assessments, betterments, or any other municipal charge, unless the Respondent has a pending abatement application or has entered into a payment agreement with the collector-treasurer. INSURANCE REQUIREMENTS: The obtaining of the insurance certificate(s) shall be a condition precedent to the effectuation of the contract. The premiums for this insurance coverage shall be paid for by the Contractor. The insurance shall remain in force during the full term of the contractual agreement and/or until all work is completed and accepted by the Town. The Town is to be named as an additional insured, and is to be given notice prior to any changes or lapses of insurance coverage. General Liability: At least $1,000,000 Bodily Injury and Property Damage Liability, Combined Single Limit with a $3,000,000 Annual Aggregate Limit Workers' Compensation Insurance: Per M.G.L. c. l52 as amended. Property Coverage: for materials and supplies being transported by the contractor, as the Town’s Property Contract provides coverage for personal property within 1000 feet of the premises. Umbrella Liability: of at least $2,000,000/ occurrence, $2,000,000/aggregate Draft Copy 7 | P a g e PROJECT SCHEDULE Anticipated date of contract award for Code Review Services: December, 2025 Anticipated Start of Construction January , 2026 Final Completion for Construction (Phase 1 & 2) December, 2028 The Owner assumes no responsibility or liability for late delivery or receipt of Responses. All Responses received after the stated submittal date and time will be judged to be unacceptable and will be returned unopened to the sender. Draft Copy 8 | P a g e SECTION 2: REQUIRED FORMS Draft Copy 9 | P a g e EXHIBIT B PROPOSAL FORM Vendor submission / Town may have a price proposal form Draft Copy 10 | P a g e CERTIFICATE OF NON-COLLUSION The undersigned certifies under penalties of perjury that this bid or Quote is in all respects bona fide, fair and made without collusion or fraud with any other person. As used in this certification, the word "person" shall mean any natural person, joint venture, partnership, corporation, union, committee, club, or other organization, entity, business, group of individuals or legal entity. TAX COMPLIANCE CERTIFICATION Pursuant to M.G.L. c. 62C, §49A, I certify under the penalties of perjury that, to the best of my knowledge and belief, I am in compliance with all laws of the Commonwealth relating to taxes, reporting of employees and contractors, and withholding and remitting child support. *Your social security number may be furnished to the Massachusetts Department of Revenue to determine whether you have met tax filing or tax payment obligations. Providers who fail to correct their non-filing or delinquency will not have a contract or other agreement issued, renewed, or extended. DEBARMENT STATEMENT I hereby certify under pains and penalties of perjury that neither I nor any principal(s) of the Company identified below is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency or the Commonwealth of MA. ___________________________________________ Signature of authorized person ___________________________________________ Name of business ________________________________________ *Social Security Number or Federal Identification Number Draft Copy 11 | P a g e COMMENCEMENT OF WORK (check applicable box): [ ] This Agreement constitutes a notice to proceed with services. [ ] Services shall not be performed under this Agreement until the Town so advises the Vendor in writing. MINIMUM INSURANCE LIMITS: The Town is to be named as an additional insured, and is to be given notice prior to any changes or lapses of insurance coverage. General Liability: At least $1,000,000 Bodily Injury and Property Damage Liability, Combined Single Limit with a $3,000,000 Annual Aggregate Limit Automobile Liability: At least $1,000,000 Bodily Injury and Property Damage per accident. Workers' Compensation Insurance: Per M.G.L. c. l52 as amended. Property Coverage: for materials and supplies being transported by the contractor, as the Town’s Property Contract provides coverage for personal property within 1000 feet of the premises. Umbrella Liability: of at least $2,000,000/ occurrence, $2,000,000/aggregate. CONTRACT TERM: ____________________________________ PERSONNEL AND SUBCONTRACTORS: Vendor’s Team: ____________________________________ ______________________________ ____________________________________ ______________________________ ____________________________________ ______________________________ List of Attached Exhibits (check applicable boxes): Exhibit A B C Attached [ ] [ ] [ ] Not Attached [ ] [ ] [ ] TOWN: VENDOR: ____________________________________ __________________________________ By: _________________________________ By: ______________________________ Draft Copy 12 | P a g e Title: _______________________________ Title: _____________________________ Date Signed: _________________________ Date Signed: ________________________ EXHIBIT A TERMS AND CONDITIONS 1. PERFORMANCE OF SERVICES All Services of the Vendor shall be performed by qualified personnel. The Vendor’s Project team shall consist of those persons identified on page 2 of this Agreement. The employment by the Vendor of additional Staff for any of the Services shall be subject to the prior written approval of the Town. No member of the Project team shall be replaced without the consent of the Town. The Town shall have the right to require the Vendor to remove any personnel from the Project for reasonable cause. The Vendor shall perform its Services in accordance with the highest professional standards of skill, care, and diligence. Without limiting the foregoing, the Town shall have the right to require the Vendor to cease providing Services immediately upon written notice. 2. TIME The Vendor shall perform its Services as expeditiously as is consistent with the standards of professional skill and care required hereby. The Vendor shall perform its Services in coordination with the operations of the Town at the Sites specified and with any party engaged by the Town in connection with the Project. It shall be the obligation of the Vendor to request any information necessary to be provided by the Town for the performance of the Vendor’s Services. Time is of the essence of this Agreement. 3. REIMBURSABLE EXPENSES If out-of-pocket expenses are not included in the Vendor’s fee, the Town shall compensate the Vendor for reimbursable expenses actually incurred; provided, however, that reimbursable expenses shall only be eligible for reimbursement if they have been submitted in advance and approved in writing by the Town. The Vendor agrees to use reasonable efforts to minimize expenses which are reimbursable by the Town. 4. VENDOR’S COMPENSATION a. Lump Sum. If Services are to be provided on a Lump Sum basis, the total amount of compensation due to the Vendor in consideration of the full performance of Services by the Vendor is the amount set forth on page one of this Agreement. The Town shall pay the Vendor as Services are performed by the Vendor based upon the portion of Services completed. Draft Copy 13 | P a g e b. Subject to Appropriation. The obligations of the Town hereunder shall be subject to appropriation on a fiscal year basis. In the absence of appropriation, this agreement shall be terminated immediately without liability of the Town for damages, lost profits, penalties, or other charges arising from early termination. 5. PAYMENT The Vendor shall submit, not more often than monthly, statements for fees for Services rendered and reimbursable expenses (stated separately) incurred. The Vendor’s statements shall include a description of the Services performed for the period in question with a progress report, and shall be in such form and detail and with such supporting data as the Town may reasonably require to show the computational basis for all charges (including reimbursable expenses), including a statement explaining any substantial deviation from the Vendor’s anticipated work schedule, staffing plan and costs. Payment shall be due within thirty (30) days after the Town receives a proper statement. In no event shall the Town be liable for interest, penalties, expenses or attorney’s fees. No payment made hereunder shall constitute or be construed as final acceptance or approval of that part of the Services to which such payment relates or relieve the Vendor of any of its obligations hereunder with respect thereto. 6. VENDOR’S ACCOUNTING RECORDS The Vendor shall keep records pertaining to Services performed (including complete and detailed time records) and reimbursable expenses incurred, employing sound bookkeeping practices and in accordance with generally accepted accounting principles. All records pertaining to Services performed on a time card or unit price basis and reimbursable expenses shall be available to the Town or its authorized representatives for review and audit during normal business hours. 7. REPORTS, DRAWINGS, ETC. All reports, drawings, plans and other data and material, including computer programs and other material in electronic media (collectively, “Materials”) furnished to the Town shall become the Town’s property and may be used by the Town (or such parties as the Town may designate) thereafter in such manner and for such purposes as the Town (or such parties as the Town may designate) may deem advisable, without further employment of or additional compensation to the Vendor. The Vendor shall not release or disclose to any third party any Materials produced for the Town without obtaining the Town’s prior written consent. At no time shall the Vendor release or disclose to any third party any Materials furnished to the Vendor by the Town in connection with the performance of the Vendor’s Services. Upon the expiration or termination of this Agreement for any reason, all Materials and other work product that have been accumulated, developed or prepared by the Vendor (whether completed or in process) shall become property of the Town and the Vendor shall immediately deliver or otherwise make available such Materials to the Town. Draft Copy 14 | P a g e 8. INSURANCE The Vendor shall obtain and maintain the following insurance in amounts not less than the Minimum Insurance Limits set forth on page one of this Agreement during all times that the Vendor is performing Services and for at least one year after termination of this Agreement in the case of Commercial General Liability, Worker’s Compensation and Employer’s Liability insurance, and for at least the applicable period of limitations on actions provided by law in the case of Professional Liability insurance: a. Commercial General Liability insurance covering claims for injury to persons and damage to property. Such insurance shall include contractual liability and shall cover the use of all equipment and motor vehicles on the Site or transporting persons, equipment, materials or debris to and from the Site. Products and Completed Operations insurance shall be maintained for at least three years after completion of this Agreement. b. Professional Liability insurance for protection from claims arising out of the performance of professional services, including contractual coverage. c. Worker’s Compensation Liability insurance in amounts not less than those required by law and Employer’s Liability insurance. d. Automobile Liability insurance applicable for any contractor who has an automobile operating exposure for protection against bodily injury and property damage. e. Umbrella Liability insurance following the same form as the Contractor’s underlying General Liability, Automobile Liability and Employer’s Liability insurance, which shall be maintained for at least three years after completion of this Agreement. Certificates of insurance evidencing the coverage required hereunder and copies of the policies, together with evidence that all premiums for such insurance have been paid, shall be filed with the Town prior to the commencement of the Services to be rendered by the Vendor hereunder. All such policies and certificates shall be written through companies and in forms acceptable to the Town’s lender or lenders, if any. All policies shall contain a provision that coverages afforded by them will not be cancelled or amended until at least thirty (30) days prior written notice has been given to the Town. In the event that any policy is cancelled or amended, the Vendor shall immediately provide notice to the Town and take all steps necessary to reinstate such policy to conform to the requirements of this Agreement. The insurance provided under clause a, d and e, above, shall name the Town and such other parties as the Town shall require as “Additional Insured” parties. Insufficient insurance shall not release the Vendor from any liability for breach of its obligations under this Agreement. At the request of the Town, a Subcontractor employed by the Vendor shall obtain and maintain a professional liability insurance policy covering negligent errors, omissions and acts of such Subcontractor or of any person or business entity for whose performance the Subcontractor is legally liable arising out of the performance of the contract for Subcontractor services. The Draft Copy 15 | P a g e Subcontractor shall furnish a certificate or certificates of such insurance coverage to the Town prior to the employment of such Subcontractor by the Vendor. A liability insurance policy maintained under this paragraph shall provide for coverage of such type and duration and in such amount as the Town shall require. 9. INDEMNIFICATION To the maximum extent permitted by law, the Vendor agrees to indemnify, defend with counsel acceptable to the Town and save harmless the Town from all suits, actions, claims, demands, damages, losses, expenses and costs, including attorneys’ fees, of every kind and description which the Town may incur or suffer resulting from, in connection with, or arising out of any act, error or omission of, or breach of contractual duties to the Town by, the Vendor, its agents, servants, employees or Subcontractors. The extent of the foregoing indemnification and hold harmless provisions shall not be limited by any provision of insurance required by this Agreement and shall survive the termination of this Agreement. 10. COMPLIANCE WITH LAW It is the responsibility of the Vendor that the Project be conducted, and that all Services and other work performed by the Vendor hereunder be performed so as to comply with all applicable federal, state and municipal laws, regulations, codes, ordinances and orders, and any permit conditions as to which the Vendor has knowledge, as the same may be in effect as of the time of the performance of such work. In particular, without limitation, the Vendor agrees to comply with (a) all regulations pertaining to approvals for federal and state grants, and with all federal and state environmental laws and regulations, and assist in making any submissions with respect thereto and (b) all applicable requirements of the Massachusetts public construction and procurement laws, which are incorporated by reference herein. 11. TERMINATION OF AGREEMENT The Town may terminate this Agreement as follows: a. Without cause, on ten days’ prior written notice; or b. Immediately, by written notice to the Vendor, if the Vendor violates any of the provisions of this Agreement, or fails to perform or observe any of the terms, covenants or conditions of this Agreement, or abandons in whole or in part its Services, or becomes unable to perform its Services, hereunder. For purposes of this Paragraph 11, it is acknowledged that the Vendor’s Services under this Agreement are personal services and may not be assumed by or assigned by a trustee in bankruptcy. In the event of termination, the Vendor shall promptly deliver to the Town all Materials, including all documents, work papers, studies, calculations, computer programs, data, drawings, plans, specifications and other tangible work product or materials pertaining to the Services performed under this Agreement to the time of termination, and thereupon the Town Draft Copy 16 | P a g e shall pay to the Vendor any unpaid and undisputed balance owing for Services rendered prior to the date of termination. Any termination of this Agreement shall not affect or impair the right of the Town to recover damages occasioned by any default of the Vendor or to set off such damages against amounts otherwise owed to the Vendor. 12. MISCELLANEOUS PROVISIONS a. Successors and Assigns. Subject to the provisions of Subparagraph (b) below, the Town and the Vendor each binds itself, its partners, successors, assigns, and legal representatives to the other party. b. Assignment by Vendor. The Vendor shall not assign, sublet or transfer any of its obligations, responsibilities, rights or interests (including, without limitation, its right to receive any moneys due hereunder) under this Agreement without the written consent of the Town. Any assignment, subletting, or transfer by the Vendor in violation of this Paragraph 12(b) shall be void and without force or effect. c. Entire Agreement. This Agreement represents the entire and integrated agreement between the Town and the Vendor with respect to the subject matter hereof and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both the Town and the Vendor. d. Confidentiality. The Vendor shall not, without the Town’s prior written consent, release or disclose any information relating to the Project to anyone except as necessary to perform its duties hereunder. e. Certifications. The Vendor shall, from time to time, make such certifications and statements to the Town and to such of the Town’s architects, designers, vendors and lenders, and such other parties, as the Town shall reasonably request, in such form as the Town shall reasonably request, provided that the Vendor determines that such certifications are true and correct based upon the Services performed by the Vendor hereunder. f. Additional Services. If the Town requests the Vendor to perform additional services beyond the scope of Services hereunder, the Vendor shall perform such additional services only upon obtaining written authorization from the Town including written agreement as to the method and amount of compensation for such additional services. g. Disputes. All claims, disputes and other matters in question between the Town and the Vendor arising out of or relating to this Agreement or the breach thereof shall be submitted for resolution to a court of competent jurisdiction in Middlesex County, Massachusetts, unless otherwise agreed by the parties. No such action shall be brought, however, until the completion of all Services under this Agreement or the earlier termination thereof as provided in Paragraph 11 above, the parties agreeing to negotiate Draft Copy 17 | P a g e in good faith any claims, disputes or other matters in question during the term of this Agreement before resorting to litigation. h. Limited Liability. No officer, director, member, employee, or other principal, agent or representative (whether disclosed or undisclosed) of the Town, nor any participant with the Town, shall be personally liable to the Vendor hereunder, for the Town’s payment obligations or otherwise, the Vendor hereby agreeing to look solely to the assets of the Town for the satisfaction of any liability of the Town hereunder. In no event shall the Town ever be liable to the Vendor for indirect, incidental or consequential damages. i. Governing Law. This Agreement shall be governed by the law of the Commonwealth of Massachusetts. j. No Waiver. The Town’s review, approval, acceptance or payment for Services under this Agreement shall not operate as a waiver of any rights under this Agreement and the Vendor shall be and remain liable to the Town for all damages incurred by the Town as the result of the vendor’s failure to perform in conformance with the terms and conditions of this Agreement. The rights and remedies of the Town provided for under this Agreement are in addition to any other rights or remedies provided by law. The Town may assert a right to recover damages by any appropriate means, including but not limited to set-off, suit, withholding, recoupment, or counter-claim either during or after performance of this Agreement. k. Interpretation. If any provision of this Agreement shall to any extent be held invalid or unenforceable, the remainder of this Agreement shall not be deemed affected thereby. Paragraph headings are included herein for reference purposes only and in no way define, limit or describe the scope or intent of any of the provisions of this Agreement. 13. EQUAL EMPLOYMENT OPPORTUNITY a. In connection with the performance of work under this Agreement, the Vendor shall not discriminate against any employee or applicant for employment because of race, color, religion, creed, national origin, ancestry, age, sex or handicap. The Vendor shall post in conspicuous places, available for employees and applicants for employment, notices to be provided by the Massachusetts Commission Against Discrimination (the “Commission”), setting forth the provisions of the Fair Employment Practices Law of the Commonwealth. b. In connection with the performance of work under this Agreement, the Vendor shall not discriminate in its relationships with Subcontractors or suppliers on the basis of race, color, religion, creed, national origin, ancestry, age, sex or handicap. c. The Vendor shall comply with all applicable laws and regulations pertaining to non-discrimination, equal opportunity and affirmative action, including without limitation Draft Copy 18 | P a g e executive orders and rules and regulations of federal and state agencies of competent jurisdiction. 14. CERTIFICATIONS BY VENDOR By execution of this Agreement, the Vendor certifies: a. The Vendor has not given, offered or agreed to give any person, corporation or other entity any gift, contribution or offer of employment as an inducement for, or in connection with, the award of this Agreement. b. No Vendor to or subcontractor for the Vendor has given, offered or agreed to give any gift, contribution or offer of employment to the Vendor or to any other person, corporation, or entity as an inducement for, or in connection with, the award to the Vendor or subcontractor of a contract by the Vendor. c. No person, corporation or other entity, other than a bona fide full time employee of the Vendor, has been retained or hired by the Vendor to solicit for or in any way assist the Vendor in obtaining this Agreement upon an agreement or understanding that such person, corporation or other entity be paid a fee or other consideration contingent upon the award of this Agreement to the Vendor. d. The Vendor shall comply with all applicable requirements of Section 39R of Chapter 30 of the Massachusetts General Laws. 15. TAXES a. By execution of this Agreement the vendor, pursuant to Section 49A of Chapter 62C of the Massachusetts General Laws, certifies under the penalties of perjury that it has, to the best knowledge and belief of the person(s) who signed this Agreement on the vendor’s behalf, filed all state tax returns and paid all state taxes required under law. b. The Town is exempt from payment of certain Sales and Use taxes applicable in the Commonwealth of Massachusetts. At the Vendor’s request, Tax Exemption Certificates will be furnished by the Town to the Vendor with respect to such tax exempt articles as may be required under this Agreement. The Vendor shall not pay, and the Town shall not reimburse or pay the Vendor or any other party either directly or indirectly for any tax for which an exemption is provided under law. 16. CONFLICT OF INTEREST The Vendor acknowledges that the Town is a municipality for the purposes of Chapter 268A of the Massachusetts General Laws (the Massachusetts conflict of interest statute), and the Vendor agrees, as circumstances require, to take actions and to forbear from taking actions so as to be in compliance at all times with obligations of the Vendor based on said statute. Draft Copy 19 | P a g e END OF SECTION Draft Copy TOWN OF READING MASSACHUSETTS REQUEST FOR PROPOSAL Tax Consultant Contract Number XX-XX Town of Reading 2025 Draft Copy 2 | P a g e READING TOWN HALL 16 LOWELL STREET READING, MA. 01867 Request for Proposal Tax Consultant Contract No. XX-XX The Town of Reading is seeking services from a Tax Consultant to identify and obtain all Design and Construction related tax deductions, credits and incentives that are applicable to the design and construction of the new Killam Elementary School Project INSTRUCTIONS: 1. Proposals for Materials Testing & Construction Inspections Services should be emailed to harani.kumaresh@collierseng.com and justin.ferdenzi@collierseng.com , on or before 1:00 PM, on Monday December 15th, 2025. 2. Proposals must be submitted on the forms included in this RFP. Supplemental materials may be submitted to allow the owner to make an informed decision as to the qualifications of the proposer. 3. The successful proposal will be paid based on the rates quoted for the inspection or testing service. Overtime will be paid for services over 8 hours per day, Monday through Friday. The proposal shall indicate premium charges, if any, for Saturday or Sunday / Holiday work. All General and Administrative Costs, including but not limited to Travel costs, shall be included in all rates submitted. The contract will be awarded under the provisions of MGL c30B. The Town of Reading reserves the right to reject any and all proposals, or to award or not to award the contract for any reason the Town Manager determines to be in the Town's and/or the public's best interest. Nothing in this RFP shall require that the Town take the lowest price proposal. Instead, the Town reserves the right to base its decision on the entirety of the information provided, the evaluation of criteria requested, and its sole judgment as to the best service to be provided. Because this service is exempt from the bidding laws, the Town is free to negotiate price and terms with whatever proposer(s)s it chooses, in whatever manner it believes is best suited to the Town's needs. Draft Copy 3 | P a g e SCOPE OF SERVICES The tax consultant will be responsible for a comprehensive review of the project and its design to identify opportunities for financial incentives. The scope of services includes, but is not limited to, the following tasks: Task 1: Tax incentive research and identification • Research and identify all potential federal, state tax credits, incentives, and grants applicable to the design and construction of a new school/commercial building. • Opportunities may include, but are not limited to, those related to: o Clean energy and sustainability: Incentives under the Inflation Reduction Act (IRA) for clean energy investments, such as solar panels, geothermal systems, and energy-efficient building materials, possibly including "direct pay" provisions for non-profits and government entities. o School construction bonds: Federal programs for school construction bonds, including reviewing historical bond programs and any potential new opportunities. o Federal grants: Specific grant programs for energy efficiency upgrades or infrastructure, such as the Department of Energy's Renew America's Schools Program. o Special tax districts: Eligibility for state or local programs that provide tax credits for projects in specific economic or tax incentive zones. Task 2: Financial analysis and optimization • Provide a detailed financial analysis of the identified tax incentives, estimating the potential monetary value and impact on the overall project budget. • Work with the town's project team, including designers and the Owner's Project Manager (OPM), to optimize project plans and specifications to maximize eligibility for incentives. • Develop a financial roadmap and timeline for securing and monetizing the incentives. Draft Copy 4 | P a g e Task 3: Application and compliance support • Prepare and/or assist in the submission of all necessary applications, registrations, and documentation to federal and state agencies to claim eligible incentives. • Provide guidance on all compliance requirements, including prevailing wage and apprenticeship mandates related to federal programs. • Assist the town with required post-construction reporting and audits to maintain compliance. Task 4: Deliverables The consultant must provide the following deliverables: • Initial findings report: A report detailing all potential tax incentives, grants, and tax credits identified, including eligibility requirements and estimated value. • Financial optimization strategy: A written plan outlining strategies to maximize incentive value through design and construction decisions. • Application packages: Complete and accurate application materials for all targeted tax incentives. • Compliance handbook: A document detailing compliance requirements, including prevailing wage, reporting, and timelines. • Regular progress reports: Updates on the status of applications and any changes in incentive programs. PROPOSAL REQUIREMENTS Interested tax consultants must submit a proposal that includes the following sections: Section 1: Executive summary • A concise overview of your understanding of the RFS and your proposed approach. Section 2: Firm qualifications and experience • A description of the firm's history, size, and resources. Draft Copy 5 | P a g e • A statement of qualifications demonstrating expertise in municipal and school construction tax incentives. • Provide at least three (3) references from similar government or public entity projects within the last three years. • Disclose any potential conflicts of interest with the Town of Reading, MA. or related project parties. o Project Designer – Lavallee Brensinger Architects o Owner’s Project Manager – Colliers Project Leaders Section 3: Project team • List all key personnel who will be assigned to this project, including their qualifications, relevant experience, and specific roles. • Explain the availability of key personnel and their ability to provide consistent service. Section 4: Proposed work plan and methodology • A detailed, step-by-step description of the approach to fulfill the Scope of Services. • Include a proposed timeline for key milestones and deliverables. • Explain how the consultant will collaborate with the town and other members of the project team. Section 5: Fee proposal • The fee proposal should be submitted separately in a sealed envelope to ensure technical merit is evaluated independently. • The proposal should clearly outline the fee structure, which may be a lump sum or hourly rate with a not-to-exceed amount. • Detail any reimbursable expenses. Draft Copy 6 | P a g e COMPARATIVE EVALUATION CRITERIA The evaluation of criteria will be conducted by the evaluation committee Proposals will be evaluated based on the following criteria: • Qualifications and experience (30%): Demonstrated experience with similar municipal projects, tax law, and incentive programs. • Proposed work plan (30%): The clarity, completeness, and effectiveness of the proposed methodology and timeline. • Project team (20%): The qualifications and availability of the proposed personnel. • Fee proposal (20%): The competitiveness and reasonableness of the proposed fees. VENDOR REFERENCES: The Town of Reading requires references from towns this program was provided to in the last 3 years. A minimum of three (3) references may be required with respect to the services offered. All Proposals shall remain firm for ninety (90) calendar days after the opening. Proposers may be investigated by the Town to determine if they are qualified to perform the contract. The investigation will seek to determine whether the proposer is authorized to do business in the Town of Reading, possesses comparable previous experience and whether the proposer’s financial resources are adequate to assure the Town that the contract will be completed in accordance with the terms thereof. • RULE FOR AWARD: The Town of Reading will select the reponsible and responsive vendor submitting the most advantageous proposal, taking into consideration the vendor’s experience, quality, training examples, references, as well as the proposal price. • RESPONSIVE Respondents are those that submit all required forms properly prepared, on time, will demonstrate satisfactory experience and qualifications, and will propose equipment and services which meet the scope of work. • The Town reserves the right to reject any Respondent who has failed to pay any local taxes, fees, assessments, betterments, or any other municipal charge, unless the Draft Copy 7 | P a g e Respondent has a pending abatement application or has entered into a payment agreement with the collector-treasurer. INSURANCE REQUIREMENTS: The obtaining of the insurance certificate(s) shall be a condition precedent to the effectuation of the contract. The premiums for this insurance coverage shall be paid for by the Contractor. The insurance shall remain in force during the full term of the contractual agreement and/or until all work is completed and accepted by the Town. The Town is to be named as an additional insured, and is to be given notice prior to any changes or lapses of insurance coverage. General Liability: At least $1,000,000 Bodily Injury and Property Damage Liability, Combined Single Limit with a $3,000,000 Annual Aggregate Limit Workers' Compensation Insurance: Per M.G.L. c. l52 as amended. Property Coverage: for materials and supplies being transported by the contractor, as the Town’s Property Contract provides coverage for personal property within 1000 feet of the premises. Umbrella Liability: of at least $2,000,000/ occurrence, $2,000,000/aggregate PROJECT SCHEDULE 1. Mobilization for the construction of the KES Early Site Package will commence on or about January 9th, 2025, and all construction will be completed on or about May 13th, 2026. All work shall run concurrently with the project schedule. The Awarding Authority will contract with a General Contractor for the construction work of this project. 2. Project Schedule: Anticipated date of contract award for Tax Consulting Services: December, 2025 Anticipated Date of Start of Construction January , 2026 Final Completion for Construction (Phase 1 & 2) December, 2028 The Owner assumes no responsibility or liability for late delivery or receipt of Responses. All Responses received after the stated submittal date and time will be judged to be unacceptable and will be returned unopened to the sender. Draft Copy 8 | P a g e SECTION 2: REQUIRED FORMS Draft Copy 9 | P a g e EXHIBIT B PROPOSAL FORM Vendor submission / Town may have a price proposal form Draft Copy 10 | P a g e CERTIFICATE OF NON-COLLUSION The undersigned certifies under penalties of perjury that this bid or Quote is in all respects bona fide, fair and made without collusion or fraud with any other person. As used in this certification, the word "person" shall mean any natural person, joint venture, partnership, corporation, union, committee, club, or other organization, entity, business, group of individuals or legal entity. TAX COMPLIANCE CERTIFICATION Pursuant to M.G.L. c. 62C, §49A, I certify under the penalties of perjury that, to the best of my knowledge and belief, I am in compliance with all laws of the Commonwealth relating to taxes, reporting of employees and contractors, and withholding and remitting child support. *Your social security number may be furnished to the Massachusetts Department of Revenue to determine whether you have met tax filing or tax payment obligations. Providers who fail to correct their non-filing or delinquency will not have a contract or other agreement issued, renewed, or extended. DEBARMENT STATEMENT I hereby certify under pains and penalties of perjury that neither I nor any principal(s) of the Company identified below is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency or the Commonwealth of MA. ___________________________________________ Signature of authorized person ___________________________________________ Name of business ________________________________________ *Social Security Number or Federal Identification Number Draft Copy 11 | P a g e COMMENCEMENT OF WORK (check applicable box): [ ] This Agreement constitutes a notice to proceed with services. [ ] Services shall not be performed under this Agreement until the Town so advises the Vendor in writing. MINIMUM INSURANCE LIMITS: The Town is to be named as an additional insured, and is to be given notice prior to any changes or lapses of insurance coverage. General Liability: At least $1,000,000 Bodily Injury and Property Damage Liability, Combined Single Limit with a $3,000,000 Annual Aggregate Limit Automobile Liability: At least $1,000,000 Bodily Injury and Property Damage per accident. Workers' Compensation Insurance: Per M.G.L. c. l52 as amended. Property Coverage: for materials and supplies being transported by the contractor, as the Town’s Property Contract provides coverage for personal property within 1000 feet of the premises. Umbrella Liability: of at least $2,000,000/ occurrence, $2,000,000/aggregate. CONTRACT TERM: ____________________________________ PERSONNEL AND SUBCONTRACTORS: Vendor’s Team: ____________________________________ ______________________________ ____________________________________ ______________________________ ____________________________________ ______________________________ List of Attached Exhibits (check applicable boxes): Exhibit A B C Attached [ ] [ ] [ ] Not Attached [ ] [ ] [ ] TOWN: VENDOR: ____________________________________ __________________________________ By: _________________________________ By: ______________________________ Draft Copy 12 | P a g e Title: _______________________________ Title: _____________________________ Date Signed: _________________________ Date Signed: ________________________ EXHIBIT A TERMS AND CONDITIONS 1. PERFORMANCE OF SERVICES All Services of the Vendor shall be performed by qualified personnel. The Vendor’s Project team shall consist of those persons identified on page 2 of this Agreement. The employment by the Vendor of additional Staff for any of the Services shall be subject to the prior written approval of the Town. No member of the Project team shall be replaced without the consent of the Town. The Town shall have the right to require the Vendor to remove any personnel from the Project for reasonable cause. The Vendor shall perform its Services in accordance with the highest professional standards of skill, care, and diligence. Without limiting the foregoing, the Town shall have the right to require the Vendor to cease providing Services immediately upon written notice. 2. TIME The Vendor shall perform its Services as expeditiously as is consistent with the standards of professional skill and care required hereby. The Vendor shall perform its Services in coordination with the operations of the Town at the Sites specified and with any party engaged by the Town in connection with the Project. It shall be the obligation of the Vendor to request any information necessary to be provided by the Town for the performance of the Vendor’s Services. Time is of the essence of this Agreement. 3. REIMBURSABLE EXPENSES If out-of-pocket expenses are not included in the Vendor’s fee, the Town shall compensate the Vendor for reimbursable expenses actually incurred; provided, however, that reimbursable expenses shall only be eligible for reimbursement if they have been submitted in advance and approved in writing by the Town. The Vendor agrees to use reasonable efforts to minimize expenses which are reimbursable by the Town. 4. VENDOR’S COMPENSATION a. Lump Sum. If Services are to be provided on a Lump Sum basis, the total amount of compensation due to the Vendor in consideration of the full performance of Services by the Vendor is the amount set forth on page one of this Agreement. The Town shall pay the Vendor as Services are performed by the Vendor based upon the portion of Services completed. Draft Copy 13 | P a g e b. Subject to Appropriation. The obligations of the Town hereunder shall be subject to appropriation on a fiscal year basis. In the absence of appropriation, this agreement shall be terminated immediately without liability of the Town for damages, lost profits, penalties, or other charges arising from early termination. 5. PAYMENT The Vendor shall submit, not more often than monthly, statements for fees for Services rendered and reimbursable expenses (stated separately) incurred. The Vendor’s statements shall include a description of the Services performed for the period in question with a progress report, and shall be in such form and detail and with such supporting data as the Town may reasonably require to show the computational basis for all charges (including reimbursable expenses), including a statement explaining any substantial deviation from the Vendor’s anticipated work schedule, staffing plan and costs. Payment shall be due within thirty (30) days after the Town receives a proper statement. In no event shall the Town be liable for interest, penalties, expenses or attorney’s fees. No payment made hereunder shall constitute or be construed as final acceptance or approval of that part of the Services to which such payment relates or relieve the Vendor of any of its obligations hereunder with respect thereto. 6. VENDOR’S ACCOUNTING RECORDS The Vendor shall keep records pertaining to Services performed (including complete and detailed time records) and reimbursable expenses incurred, employing sound bookkeeping practices and in accordance with generally accepted accounting principles. All records pertaining to Services performed on a time card or unit price basis and reimbursable expenses shall be available to the Town or its authorized representatives for review and audit during normal business hours. 7. REPORTS, DRAWINGS, ETC. All reports, drawings, plans and other data and material, including computer programs and other material in electronic media (collectively, “Materials”) furnished to the Town shall become the Town’s property and may be used by the Town (or such parties as the Town may designate) thereafter in such manner and for such purposes as the Town (or such parties as the Town may designate) may deem advisable, without further employment of or additional compensation to the Vendor. The Vendor shall not release or disclose to any third party any Materials produced for the Town without obtaining the Town’s prior written consent. At no time shall the Vendor release or disclose to any third party any Materials furnished to the Vendor by the Town in connection with the performance of the Vendor’s Services. Upon the expiration or termination of this Agreement for any reason, all Materials and other work product that have been accumulated, developed or prepared by the Vendor (whether completed or in process) shall become property of the Town and the Vendor shall immediately deliver or otherwise make available such Materials to the Town. Draft Copy 14 | P a g e 8. INSURANCE The Vendor shall obtain and maintain the following insurance in amounts not less than the Minimum Insurance Limits set forth on page one of this Agreement during all times that the Vendor is performing Services and for at least one year after termination of this Agreement in the case of Commercial General Liability, Worker’s Compensation and Employer’s Liability insurance, and for at least the applicable period of limitations on actions provided by law in the case of Professional Liability insurance: a. Commercial General Liability insurance covering claims for injury to persons and damage to property. Such insurance shall include contractual liability and shall cover the use of all equipment and motor vehicles on the Site or transporting persons, equipment, materials or debris to and from the Site. Products and Completed Operations insurance shall be maintained for at least three years after completion of this Agreement. b. Professional Liability insurance for protection from claims arising out of the performance of professional services, including contractual coverage. c. Worker’s Compensation Liability insurance in amounts not less than those required by law and Employer’s Liability insurance. d. Automobile Liability insurance applicable for any contractor who has an automobile operating exposure for protection against bodily injury and property damage. e. Umbrella Liability insurance following the same form as the Contractor’s underlying General Liability, Automobile Liability and Employer’s Liability insurance, which shall be maintained for at least three years after completion of this Agreement. Certificates of insurance evidencing the coverage required hereunder and copies of the policies, together with evidence that all premiums for such insurance have been paid, shall be filed with the Town prior to the commencement of the Services to be rendered by the Vendor hereunder. All such policies and certificates shall be written through companies and in forms acceptable to the Town’s lender or lenders, if any. All policies shall contain a provision that coverages afforded by them will not be cancelled or amended until at least thirty (30) days prior written notice has been given to the Town. In the event that any policy is cancelled or amended, the Vendor shall immediately provide notice to the Town and take all steps necessary to reinstate such policy to conform to the requirements of this Agreement. The insurance provided under clause a, d and e, above, shall name the Town and such other parties as the Town shall require as “Additional Insured” parties. Insufficient insurance shall not release the Vendor from any liability for breach of its obligations under this Agreement. At the request of the Town, a Subcontractor employed by the Vendor shall obtain and maintain a professional liability insurance policy covering negligent errors, omissions and acts of such Subcontractor or of any person or business entity for whose performance the Subcontractor is legally liable arising out of the performance of the contract for Subcontractor services. The Draft Copy 15 | P a g e Subcontractor shall furnish a certificate or certificates of such insurance coverage to the Town prior to the employment of such Subcontractor by the Vendor. A liability insurance policy maintained under this paragraph shall provide for coverage of such type and duration and in such amount as the Town shall require. 9. INDEMNIFICATION To the maximum extent permitted by law, the Vendor agrees to indemnify, defend with counsel acceptable to the Town and save harmless the Town from all suits, actions, claims, demands, damages, losses, expenses and costs, including attorneys’ fees, of every kind and description which the Town may incur or suffer resulting from, in connection with, or arising out of any act, error or omission of, or breach of contractual duties to the Town by, the Vendor, its agents, servants, employees or Subcontractors. The extent of the foregoing indemnification and hold harmless provisions shall not be limited by any provision of insurance required by this Agreement and shall survive the termination of this Agreement. 10. COMPLIANCE WITH LAW It is the responsibility of the Vendor that the Project be conducted, and that all Services and other work performed by the Vendor hereunder be performed so as to comply with all applicable federal, state and municipal laws, regulations, codes, ordinances and orders, and any permit conditions as to which the Vendor has knowledge, as the same may be in effect as of the time of the performance of such work. In particular, without limitation, the Vendor agrees to comply with (a) all regulations pertaining to approvals for federal and state grants, and with all federal and state environmental laws and regulations, and assist in making any submissions with respect thereto and (b) all applicable requirements of the Massachusetts public construction and procurement laws, which are incorporated by reference herein. 11. TERMINATION OF AGREEMENT The Town may terminate this Agreement as follows: a. Without cause, on ten days’ prior written notice; or b. Immediately, by written notice to the Vendor, if the Vendor violates any of the provisions of this Agreement, or fails to perform or observe any of the terms, covenants or conditions of this Agreement, or abandons in whole or in part its Services, or becomes unable to perform its Services, hereunder. For purposes of this Paragraph 11, it is acknowledged that the Vendor’s Services under this Agreement are personal services and may not be assumed by or assigned by a trustee in bankruptcy. In the event of termination, the Vendor shall promptly deliver to the Town all Materials, including all documents, work papers, studies, calculations, computer programs, data, drawings, plans, specifications and other tangible work product or materials pertaining to the Services performed under this Agreement to the time of termination, and thereupon the Town Draft Copy 16 | P a g e shall pay to the Vendor any unpaid and undisputed balance owing for Services rendered prior to the date of termination. Any termination of this Agreement shall not affect or impair the right of the Town to recover damages occasioned by any default of the Vendor or to set off such damages against amounts otherwise owed to the Vendor. 12. MISCELLANEOUS PROVISIONS a. Successors and Assigns. Subject to the provisions of Subparagraph (b) below, the Town and the Vendor each binds itself, its partners, successors, assigns, and legal representatives to the other party. b. Assignment by Vendor. The Vendor shall not assign, sublet or transfer any of its obligations, responsibilities, rights or interests (including, without limitation, its right to receive any moneys due hereunder) under this Agreement without the written consent of the Town. Any assignment, subletting, or transfer by the Vendor in violation of this Paragraph 12(b) shall be void and without force or effect. c. Entire Agreement. This Agreement represents the entire and integrated agreement between the Town and the Vendor with respect to the subject matter hereof and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both the Town and the Vendor. d. Confidentiality. The Vendor shall not, without the Town’s prior written consent, release or disclose any information relating to the Project to anyone except as necessary to perform its duties hereunder. e. Certifications. The Vendor shall, from time to time, make such certifications and statements to the Town and to such of the Town’s architects, designers, vendors and lenders, and such other parties, as the Town shall reasonably request, in such form as the Town shall reasonably request, provided that the Vendor determines that such certifications are true and correct based upon the Services performed by the Vendor hereunder. f. Additional Services. If the Town requests the Vendor to perform additional services beyond the scope of Services hereunder, the Vendor shall perform such additional services only upon obtaining written authorization from the Town including written agreement as to the method and amount of compensation for such additional services. g. Disputes. All claims, disputes and other matters in question between the Town and the Vendor arising out of or relating to this Agreement or the breach thereof shall be submitted for resolution to a court of competent jurisdiction in Middlesex County, Massachusetts, unless otherwise agreed by the parties. No such action shall be brought, however, until the completion of all Services under this Agreement or the earlier termination thereof as provided in Paragraph 11 above, the parties agreeing to negotiate Draft Copy 17 | P a g e in good faith any claims, disputes or other matters in question during the term of this Agreement before resorting to litigation. h. Limited Liability. No officer, director, member, employee, or other principal, agent or representative (whether disclosed or undisclosed) of the Town, nor any participant with the Town, shall be personally liable to the Vendor hereunder, for the Town’s payment obligations or otherwise, the Vendor hereby agreeing to look solely to the assets of the Town for the satisfaction of any liability of the Town hereunder. In no event shall the Town ever be liable to the Vendor for indirect, incidental or consequential damages. i. Governing Law. This Agreement shall be governed by the law of the Commonwealth of Massachusetts. j. No Waiver. The Town’s review, approval, acceptance or payment for Services under this Agreement shall not operate as a waiver of any rights under this Agreement and the Vendor shall be and remain liable to the Town for all damages incurred by the Town as the result of the vendor’s failure to perform in conformance with the terms and conditions of this Agreement. The rights and remedies of the Town provided for under this Agreement are in addition to any other rights or remedies provided by law. The Town may assert a right to recover damages by any appropriate means, including but not limited to set-off, suit, withholding, recoupment, or counter-claim either during or after performance of this Agreement. k. Interpretation. If any provision of this Agreement shall to any extent be held invalid or unenforceable, the remainder of this Agreement shall not be deemed affected thereby. Paragraph headings are included herein for reference purposes only and in no way define, limit or describe the scope or intent of any of the provisions of this Agreement. 13. EQUAL EMPLOYMENT OPPORTUNITY a. In connection with the performance of work under this Agreement, the Vendor shall not discriminate against any employee or applicant for employment because of race, color, religion, creed, national origin, ancestry, age, sex or handicap. The Vendor shall post in conspicuous places, available for employees and applicants for employment, notices to be provided by the Massachusetts Commission Against Discrimination (the “Commission”), setting forth the provisions of the Fair Employment Practices Law of the Commonwealth. b. In connection with the performance of work under this Agreement, the Vendor shall not discriminate in its relationships with Subcontractors or suppliers on the basis of race, color, religion, creed, national origin, ancestry, age, sex or handicap. c. The Vendor shall comply with all applicable laws and regulations pertaining to non-discrimination, equal opportunity and affirmative action, including without limitation Draft Copy 18 | P a g e executive orders and rules and regulations of federal and state agencies of competent jurisdiction. 14. CERTIFICATIONS BY VENDOR By execution of this Agreement, the Vendor certifies: a. The Vendor has not given, offered or agreed to give any person, corporation or other entity any gift, contribution or offer of employment as an inducement for, or in connection with, the award of this Agreement. b. No Vendor to or subcontractor for the Vendor has given, offered or agreed to give any gift, contribution or offer of employment to the Vendor or to any other person, corporation, or entity as an inducement for, or in connection with, the award to the Vendor or subcontractor of a contract by the Vendor. c. No person, corporation or other entity, other than a bona fide full time employee of the Vendor, has been retained or hired by the Vendor to solicit for or in any way assist the Vendor in obtaining this Agreement upon an agreement or understanding that such person, corporation or other entity be paid a fee or other consideration contingent upon the award of this Agreement to the Vendor. d. The Vendor shall comply with all applicable requirements of Section 39R of Chapter 30 of the Massachusetts General Laws. 15. TAXES a. By execution of this Agreement the vendor, pursuant to Section 49A of Chapter 62C of the Massachusetts General Laws, certifies under the penalties of perjury that it has, to the best knowledge and belief of the person(s) who signed this Agreement on the vendor’s behalf, filed all state tax returns and paid all state taxes required under law. b. The Town is exempt from payment of certain Sales and Use taxes applicable in the Commonwealth of Massachusetts. At the Vendor’s request, Tax Exemption Certificates will be furnished by the Town to the Vendor with respect to such tax exempt articles as may be required under this Agreement. The Vendor shall not pay, and the Town shall not reimburse or pay the Vendor or any other party either directly or indirectly for any tax for which an exemption is provided under law. 16. CONFLICT OF INTEREST The Vendor acknowledges that the Town is a municipality for the purposes of Chapter 268A of the Massachusetts General Laws (the Massachusetts conflict of interest statute), and the Vendor agrees, as circumstances require, to take actions and to forbear from taking actions so as to be in compliance at all times with obligations of the Vendor based on said statute. Draft Copy 19 | P a g e END OF SECTION Due to the size of the MSBA documents and limitations of sending PDFs over email, I have provided a link for the Colliers Project Managers one drive. In this folder you will find a folder titled MSBA 60% CD Package. Within this folder you will find the MSBA DD binder as well as the CD drawings, specifications and early site packages. Link: 2025 11-12 KES SBC IDTask ModeTask NameDuration Start Finish Predecessors Successors Actual Start Actual Finish Total Slack1Forming the Team (MSBA MOD 02)187 daysThu 4/13/23Tue 12/12/23Thu 4/13/23Tue 12/12/230 days28Feasibility (MSBA MOD 03)244 daysMon 12/18/23Wed 10/30/24Mon 12/18/23Wed 10/30/240 days63Schematic Design (MSBA MOD 04)219 daysWed 10/16/24Wed 7/30/25Wed 10/16/24NA1141.63 days85Extended Design Prior to the Start of DD46 daysMon 3/10/25Tue 5/13/25Mon 3/10/25Tue 5/13/250 days88Funding the Project (MSBA MOD 05)96.75 daysWed 1/8/25Tue 5/13/25Wed 1/8/25Tue 5/13/250 days113Design Development (MODULE 6)262.25 daysFri 5/23/25Fri 5/1/26Fri 5/23/25NA930.38 days114Design Development (DD)89.38 daysFri 5/23/25Wed 9/17/25Fri 5/23/25NA79.88 days115Design Development Drawings41 daysFri 5/23/25Thu 7/17/25112,87117SS+15 days,118,84,116FS+3 daysFri 5/23/25Thu 7/17/250 days116MHC - Project Notification Form Filing0 daysTue 7/22/25Tue 7/22/25115FS+3 daysTue 7/22/25Tue 7/22/250 days117Register Project with USBGC0 daysThu 6/12/25Thu 6/12/25115SS+15 days125Thu 6/12/25Thu 6/12/250 days118DD Cost Estimating15 daysThu 7/17/25Tue 8/5/25115119Thu 7/17/25Tue 8/5/250 days119DD Estimate Reconciliation Meeting2 daysWed 8/6/25Thu 8/7/25118123FS+6 days,120Wed 8/6/25Thu 8/7/250 days120Finalize VE log and Reconciled Budget2 daysThu 8/7/25Mon 8/11/25119121Thu 8/7/25Mon 8/11/250 days121Review Budget with XLT0 daysMon 8/11/25Mon 8/11/25120122Mon 8/11/25Mon 8/11/250 days122Issue SBC Documents4 daysMon 8/11/25Fri 8/15/25121123Mon 8/11/25Fri 8/15/250 days123SBC Meeting1 dayFri 8/15/25Mon 8/18/25119FS+6 days,122124Fri 8/15/25Mon 8/18/250 days124SBC Meeting - Approve DD Submission0 daysMon 8/18/25Mon 8/18/25123125FS+1 day,126FS+5 daysMon 8/18/25Mon 8/18/250 days125Submit DD Pacakge to MSBA0 daysTue 8/19/25Tue 8/19/25124FS+1 day,117128,131Tue 8/19/25Tue 8/19/250 days126Site Plan Review and Stormwater Permit Special Hearing0 daysMon 8/25/25Mon 8/25/25124FS+5 days127Mon 8/25/25Mon 8/25/250 days127Site Plan Review and Stormwater Permit Approval8 daysMon 8/25/25Wed 9/3/25126Mon 8/25/25Wed 9/3/250 days128MSBA Review and Comments (Business Days)13 daysTue 8/19/25Thu 9/4/25125129Tue 8/19/25Thu 9/4/250 days129Respond to MSBA DD comments (Business Days)10 daysThu 9/4/25Wed 9/17/25128140NANA79.88 days13060% Construction Documents Phase (60% CD)93 daysTue 8/19/25Thu 12/18/25Tue 8/19/25NA36.5 days13160% Construction Drawings40 daysTue 8/19/25Thu 10/9/25125132Tue 8/19/25Thu 10/9/250 days132SBC Meeting0 daysThu 10/9/25Thu 10/9/25131133Thu 10/9/25Thu 10/9/250 days13360% CDs for Pricing0 daysThu 10/9/25Thu 10/9/25132134Thu 10/9/25Thu 10/9/250 days13460% CD Cost Estimating15 daysThu 10/9/25Wed 10/29/25133135FS+3 daysThu 10/9/25Wed 10/29/250 days13560% CD Reconciliation Meeting0 daysMon 11/3/25Mon 11/3/25134FS+3 days139FS+7 days,136NANA15.5 days136Finalize VE log and Reconciled Budget2 daysMon 11/3/25Tue 11/4/25135137FS+1 dayMon 11/3/25Tue 11/4/250 days137Review Budget with XLT0 daysWed 11/5/25Wed 11/5/25136FS+1 day138Wed 11/5/25Wed 11/5/250 days138Issue SBC Documents1 dayThu 11/6/25Thu 11/6/25137139FS+2 days,180NANA16.25 days139SBC Meeting - Approve 60% Submission0 daysWed 11/12/25Wed 11/12/25135FS+7 days,138FS+2 days144,140FS+1 day,199SSNANA15.5 days140Submit 60% CD Package to MSBA0 daysThu 11/13/25Thu 11/13/25139FS+1 day,129141NANA36.5 days141MSBA Review and Comments (Business Days)16 daysThu 11/13/25Thu 12/4/25140142NANA36.5 days142Respond to MSBA 60% comments (Business Days)11 daysThu 12/4/25Thu 12/18/25141145NANA36.5 days14390% Construction Documents Phase (90% CD)130.5 daysWed 11/12/25Fri 5/1/26NANA15.5 days14490% Construction Documents49 daysWed 11/12/25Thu 1/15/26139165SS,145,146NANA15.5 days14590% CDs Issued for Cost Estimating0 daysThu 1/15/26Thu 1/15/26142,144147NANA15.5 days14690% CDs Issued for Code Review0 daysThu 1/15/26Thu 1/15/26144NANA1011.88 days14790% CD Cost Estimating10 daysThu 1/15/26Thu 1/29/26145148FS+2 daysNANA15.5 days14890% CD Reconciliation Meeting0 daysMon 2/2/26Mon 2/2/26147FS+2 days149NANA15.5 days149Finalize VE log and Reconciled Budget2 daysMon 2/2/26Wed 2/4/26148150NANA14.75 days150Review Budget with XLT0 daysWed 2/4/26Wed 2/4/26149151NANA14.75 days151Issue SBC Documents1 dayWed 2/4/26Thu 2/5/26150152FS+2 daysNANA14.75 days152SBC Meeting - Approve 90% CD Submission0 daysMon 2/9/26Mon 2/9/26151FS+2 days153FS+1 dayNANA15.5 days153Submit 90% CD Package to MSBA0 daysTue 2/10/26Tue 2/10/26152FS+1 day154NANA15.5 days154MSBA review of 90% Package (Business Days)16 daysTue 2/10/26Tue 3/3/26153155NANA15.5 days155District Team's Response to MSBA Review of 90% package (Business Days)11 daysTue 3/3/26Tue 3/17/26154156NANA15.5 days156Completion of the Bid Documents10 daysWed 3/18/26Mon 3/30/26155158,157FS-3 daysNANA14.5 days157Issue SBC Documents0 daysThu 3/26/26Thu 3/26/26156FS-3 daysNANA879.25 days158SBC Meeting - Approve Bid Document Submission0 daysMon 3/30/26Mon 3/30/26156210,159NANA14.5 days159100% CD Package MSBA Submission1 dayTue 3/31/26Tue 3/31/26158160,211SSNANA12.88 days160100% CD Package to MSBA review14 daysWed 4/1/26Fri 4/17/26159161NANA31.38 days161100% CD DCAMM Designer Evaluation10 daysFri 4/17/26Fri 5/1/26160221NANA31.38 days162Construction Phase (MODULE 7)863.5 daysFri 11/7/25Thu 11/30/28NANA33.88 days163Early Package #01 Switchgear362 daysWed 11/12/25Fri 4/2/27NANA613 days164Bid Package for Switchgear & Generator51 daysWed 11/12/25Tue 1/20/26NANA672.75 days165Completion of the Early Bid documents21 daysWed 11/12/25Tue 12/9/25144SS166NANA672.75 days166Submit Advertisement for Early Bids1 dayWed 12/10/25Wed 12/10/25165167FS-2 daysNANA672.75 days167SBC Meeting - Approve Early Package-Invitation For Bid0 daysTue 12/9/25Tue 12/9/25166FS-2 days168NANA672.75 days168Advertise for Early bid package1 dayTue 12/9/25Tue 12/9/25167169NANA672.75 days169Early Bid Package Submission Period21 daysWed 12/10/25Wed 1/7/26168170NANA672.75 days170Early Package Bids Due0 daysWed 1/7/26Wed 1/7/26169171FS+4 daysNANA672.75 days171SBC Meeting - Review results/ Vote to Award0 daysTue 1/13/26Tue 1/13/26170FS+4 days172NANA672.75 days172Issue Notice of Award5 daysTue 1/13/26Tue 1/20/26171174NANA672.75 daysKilliam Elementary School Page 1 IDTask ModeTask NameDuration Start Finish Predecessors Successors Actual Start Actual Finish Total Slack173Construction for Switchgear312.63 daysTue 1/20/26Fri 4/2/27NANA613 days174Execute Contract5 daysTue 1/20/26Tue 1/27/26172175NANA620 days175Shop Drawings30 daysTue 1/27/26Tue 3/10/26174176NANA620 days176Fabriation and Delivery300 daysTue 3/10/26Fri 4/2/27175177NANA671.63 days177GC To take Delivery of Switchgear0 daysFri 4/2/27Fri 4/2/27176NANA613 days178Early Package #02 Earthwork Cut down to Foundation Level126.5 daysFri 11/7/25Mon 5/4/26NANA32 days179Early Bid Package for Earthwork50 daysFri 11/7/25Wed 1/14/26NANA33.88 days180Completion of the Early Bid documents21 daysFri 11/7/25Fri 12/5/25138181NANA33.88 days181Submit Advertisement for Early Bids1 dayFri 12/5/25Mon 12/8/25180182NANA33.88 days182SBC Meeting - Approve Early Package-Invitation For Bid0 daysMon 12/8/25Mon 12/8/25181183NANA33.88 days183Advertise for Early bid package1 dayMon 12/8/25Tue 12/9/25182184NANA33.88 days184Early Bid Package Submission Period24 daysTue 12/9/25Fri 1/9/26183185NANA33.88 days185Early Package Bids Due0 daysFri 1/9/26Fri 1/9/26184186FS+1 dayNANA33.88 days186SBC Meeting - Review results/ Vote to Award0 daysMon 1/12/26Mon 1/12/26185FS+1 day187NANA33.88 days187Issue Notice of Award2 daysMon 1/12/26Wed 1/14/26186189NANA33.88 days188EP Construction - Earthwork down and back up to elevation 86.5'84.5 daysWed 1/14/26Mon 5/4/26NANA33.88 days189Execute Contract5 daysWed 1/14/26Wed 1/21/26187190,191FS+10 daysNANA32.13 days190Shop Drawing22 daysWed 1/21/26Wed 2/18/26189193NANA38 days191Mobilize5 daysTue 2/3/26Mon 2/9/26189FS+10 days192NANA35 days192Fence & Erosion Control10 daysMon 2/9/26Mon 2/23/26191193,194NANA35 days193Excavation approx 6' cut45 daysMon 2/23/26Tue 4/21/26192,190194FF+5 daysNANA35 days194Backfill approx 1.5' fill45 daysMon 3/2/26Tue 4/28/26192,193FF+5 days195NANA35 days195AS Built Final Conditions5 daysTue 4/28/26Mon 5/4/26194196NANA35 days196Early package #02 complete0 daysMon 5/4/26Mon 5/4/26195224NANA35 days197Base Contract142.63 daysWed 11/12/25Fri 5/29/26NANA12.75 days198Prequalification Base Contract97 daysWed 11/12/25Thu 3/19/26NANA33.88 days199SBC Meeting - Approve Prequal Sub Committee (PQC)0 daysWed 11/12/25Wed 11/12/25139SS200NANA33.88 days200PQC - Kick-Off7 daysWed 11/12/25Thu 11/20/25199201NANA33.88 days201PQC - Approve RFQ0 daysThu 11/20/25Thu 11/20/25200202NANA33.88 days202PQC - Submit Ad for Qualifications0 daysThu 11/20/25Thu 11/20/25201203NANA33.88 days203PQC - Advertise for Qualifications (GCs/FSB) online1 dayThu 11/20/25Fri 11/21/25202204NANA33.88 days204PQC - Qualifications Submission Period15 daysFri 11/21/25Thu 12/11/25203205NANA33.88 days205Qualifications Due0 daysThu 12/11/25Thu 12/11/25204206NANA33.88 days206PQC - Distribute & Review SOQs2 daysThu 12/11/25Mon 12/15/25205207NANA33.88 days207PQC - Review PreQuals70 daysMon 12/15/25Tue 3/17/26206208NANA33.88 days208PQC - Complete SOQ Review and Approve List of Contractors2 daysTue 3/17/26Thu 3/19/26207210NANA33.88 days209Bidding Base Contract47.13 daysTue 3/31/26Fri 5/29/26NANA14.38 days210Advertise for bids (Central Reg, New Paper, City Hall)5 daysTue 3/31/26Mon 4/6/26208,158214NANA25.5 days211Issue Bid Docs to Project Dog for Clerical Review 0 daysTue 3/31/26Tue 3/31/26159SS212NANA14.38 days212Bid Documents Published Online6 daysTue 3/31/26Tue 4/7/26211213,216,214NANA14.38 days213 Contractor Pre-Bid Briefing Session/Conference0 daysTue 4/7/26Tue 4/7/26212215,217NANA47.38 days214Filed Sub-Bid time23 daysTue 4/7/26Wed 5/6/26212,210215NANA24.38 days215 Filed Sub-Bids Due0 daysWed 5/6/26Wed 5/6/26214,213217NANA24.38 days216GC Bid Time33 daysTue 4/7/26Tue 5/19/26212217NANA14.38 days217 General Contractor Bids Due0 daysTue 5/19/26Tue 5/19/26216,213,215218NANA14.38 days218Review Results of GC Bids with SBC3 daysTue 5/19/26Fri 5/22/26217219NANA14.38 days219Vote to Approve GC Bid0 daysFri 5/22/26Fri 5/22/26218220NANA14.38 days220Issue Notice of Award0 daysFri 5/22/26Fri 5/22/26219221,223NANA14.38 days221Execute Contract5 daysFri 5/22/26Fri 5/29/26220,161224,223NANA14.38 days222Phase 1 - New Building Construction493.38 daysFri 5/29/26Mon 2/28/28NANA14.38 days223Notice to Proceed1 dayFri 5/29/26Mon 6/1/26220,221225NANA842.38 days224Construction438 daysFri 5/29/26Fri 12/17/27221,196230,236,238FF,239FF,226,231NANA14.38 days225EPA - NPDES Notice of Intent and Approval65 daysMon 6/1/26Fri 8/21/26223245FFNANA842.38 days226Substantial Completion of New School Building0 daysFri 12/17/27Fri 12/17/27224227,229,233NANA14.38 days227Receive Temporary Certificate of Occupancy (TCO)0 daysFri 12/17/27Fri 12/17/27226228,233,246NANA60.38 days228Student/Staff Tours of New Building10 daysFri 12/17/27Thu 12/30/27227241FFNANA460.38 days229Move from Existing Building to New36 daysFri 12/17/27Wed 2/2/28226230NANA14.38 days230Occupy5 daysSun 2/20/28Mon 2/28/28224,229232FS+5 days,233NANA0 days23150% DCAMM Rating (Contractor)10 daysFri 12/17/27Thu 12/30/27224NANA460.38 days232Phase 2 - Demo and Site210 daysFri 3/3/28Thu 11/30/28230FS+5 daysNANA0 days233Construction200 daysFri 3/3/28Thu 11/16/28230,227,226234,242,243FF,255NANA0 days234Substantial conpletion0 daysThu 11/16/28Thu 11/16/28233253NANA0 days235100% DCAMM Rating (Contractor)10 daysThu 11/16/28Thu 11/30/28243NANA200 days236Project Closeout (MODULE 8)402.38 daysFri 12/17/27Tue 5/15/29224NANA68 days237Punchlist280.38 daysFri 12/17/27Wed 12/13/28NANA190 daysKilliam Elementary School Page 2 IDTask ModeTask NameDuration Start Finish Predecessors Successors Actual Start Actual Finish Total Slack238Contractor Punch List for Designer14 daysFri 12/17/27Tue 1/4/28224FF240NANA423.38 days239Design Team Punch List1.5 monsFri 12/17/27Tue 1/25/28224FFNANA22.02 mons240Punch List - Phase 1 Contractor to Perform Punch33 daysTue 1/4/28Tue 2/15/28238NANA423.38 days241FF&E Punchlist15 daysFri 12/17/27Wed 1/5/28228FFNANA455.38 days242FF&E Closeout20 daysThu 11/16/28Wed 12/13/28233250NANA46 days243Punch List - Phase 233 daysThu 10/5/28Thu 11/16/28233FF247,250,253,255,235NANA0 days244Cx275.38 daysFri 12/17/27Wed 12/6/28NANA182.38 days245Commissioning New Building4 monsFri 12/17/27Wed 3/29/28225FFNANA19.52 mons246Commissioning + 10 month 11 monsFri 12/17/27Tue 9/26/28227247,248,257,259NANA9.12 mons247Final Commissioning Report to MSBA10 daysThu 11/16/28Thu 11/30/28243,246248NANA162 days248Commissioning Certificate of Completion to MSBA5 daysThu 11/30/28Wed 12/6/28246,247259NANA162 days249USGBC76 daysFri 2/9/29Tue 5/15/29NANA0 days250Final Construction Package to USGBC66 daysFri 2/9/29Wed 5/2/29242,243,253251NANA0 days251LEED-S Construction Application & Final Review10 daysThu 5/3/29Tue 5/15/29250252,259NANA0 days252USGBC issue Green School Program Certification letter0 daysTue 5/15/29Tue 5/15/29251257NANA0 days253Closeout GC - Final Change Order66 daysThu 11/16/28Fri 2/9/29243,234250,254NANA0 days254GC Request for Final Payment15 daysFri 2/9/29Wed 2/28/29253256NANA97 days255Submission of As-Builts and O&M44 daysThu 11/16/28Fri 1/12/29243,233257NANA98 days256DCAMM Evaluation Form following GC Final Payment10 daysWed 2/28/29Tue 3/13/29254258NANA97 days257Final Reimbursement Request Submittal to MSBA3.4 monsTue 5/15/29Wed 8/8/29252,246,255260NANA0 mons258Corrective actions by GC22 daysTue 3/13/29Tue 4/10/29256NANA97 days259MSBA Closeout33 daysTue 5/15/29Tue 6/26/29251,246,248260NANA35 days260Project Complete0 daysWed 8/8/29Wed 8/8/29257,259NANA0 daysKilliam Elementary School Page 3 Town of Reading Meeting Minutes Page | 1 2016-09-22 LAG Board - Committee - Commission - Council: Permanent Building Committee Killam School Building Committee Date: 2025-09-08 Time: 7:00 PM Building: Reading Town Hall Location: Conference Room Address: 16 Lowell Street Session: Open Session Purpose: General Business Version: Draft Attendees: Members - Present: Pat Tompkins, John Coote, Chris Haley, Kirk McCormick, Shawn Brandt, Greg Stepler, Nancy Twomey, and Carla Nazzaro. Members - Not Present: Ed Ross. Others Present: Assistan Town Manager Jayne Wellman, Colliers Project Director Mike Carroll, Colliers Project Manager Justin Ferdenzi, LBA Project Manager Jenni Katajamaki, LBA Architect Leigh Sherwood Minutes Respectfully Submitted By: Harani Kumaresh Topics of Discussion: This meeting was held in-person in the Town Hall Conference Meeting Room and remotely via Zoom. Call to order: Chair Carla Nazzaro called the meeting to order at 7:00 pm. Roll call attendance: Pat Tompkins, John Coote, Chris Haley, Kirk McCormick, Shawn Brandt, Greg Stepler, Nancy Twomey, and Carla Nazzaro. Public Comment: No reports. Reorganization of Committee* Matthew Kraunelis opened the floor for nominations for Chair of the Killam School Building Committee. Nancy Twomey nominated Carla Nazzaro for the position, and the motion was seconded by Pat Tompkins. Carla accepted the nomination, and with no further nominations. On a motion by Nancy Twomey, seconded by Pat Tompkins, the Killam School Board Committee closed nomination of Chair and voted 8-0-0 to make Carla Nazzaro as the official Chair of the School Building Committee for the J. Warren Killam Elementary School Project. Roll call vote: Pat Tompkins – Yes, Shawn Brandt – Yes, John Coote – Yes, Chris Haley – Yes, Kirk McCormick – Yes, Greg Stepler - Yes, Nancy Twomey – Yes, Carla Nazzaro - Yes. Page | 2 Carla Nazzaro opened the floor for nominations for Vice Chair of the Killam School Building Committee. Shawn Brandt nominated Pat Tompkins for the position, and the motion was seconded by Nancy Twomey. Carla accepted the nomination, and with no further nominations. On a motion by Carla Nazzaro, the Killam School Board Committee closed nomination of Vice Chair and voted 8-0-0 to make Pat Tompkins the official Vice Chair of the School Building Committee for the J. Warren Killam Elementary School Project. Roll call vote: Pat Tompkins – Yes, Shawn Brandt – Yes, John Coote – Yes, Chris Haley – Yes, Kirk McCormick – Yes, Greg Stepler - Yes, Nancy Twomey – Yes, Carla Nazzaro - Yes. Liaison Reports: Jenni Katajamaki reported that noted that the geotechnical analysis confirmed the project’s initial assumptions of 44 wells at 800 feet each were validated as accurate following testing. Additionally, an abutters meeting was held on September 25, with six attendees representing three neighboring properties. The meeting was productive, and attendees were generally pleased with the project updates, particularly regarding property conditions and landscaping plans. The main discussion point involved the potential widening of Charles Street, which the Town ultimately decided not to pursue. The landscape architect, Jade, provided detailed insight into tree and landscaping plans, reassuring abutters about tree removals and replacements. Carla Nazzaro appreciated the LBA team for a positive abutters meeting. Jayne Wellman reported that the team is finalizing a parking license agreement with Christ the King Church to provide up to 150 spaces for teachers and construction staff. Negotiations, led by the Town’s operations director and legal counsel, are progressing well, with the church requesting slightly more than $10 per space per month. The agreement will be structured as a license rather than a lease to avoid requiring Town Meeting approval and is expected to fall within procurement limits. A final proposal will be brought to the committee in November or December, with parking anticipated to be available by February. Next, Jayne provided an update on staffing needs related to the upcoming construction phase. She explained that the Facilities Department, led by Joe Huggins and Kevin Cabusi, is seeking to hire a part-time clerk on a 1099 basis to assist with on-site management during construction, as the department is currently understaffed and overseeing two major building projects simultaneously. The position, expected to transition to full-time once construction begins, would support daily site operations and serve as a liaison to the Town. The proposed rate is $70 per hour, totaling approximately $300,000 over the three-year project duration. Mike Carroll clarified that this role would complement and not duplicate the OPM’s full-time site representative, ensuring stronger coordination and Town oversight. The position will also participate in OAC meetings and assist with change order reviews. Jayne further noted that similar positions have been successfully implemented in other districts, and a draft work plan outlining responsibilities and hours will be developed following an MSBA review. Kirk reported that the Finance Working Group was unable to meet before the committee session but shared that he had emailed Justin several questions, which had since been addressed. He confirmed that all invoices appeared to be in order, with only a few questions remaining about the LBA contract amendment for soil pre-characterization. Justin suggested reviewing those items during the financial report rather than separately, and the committee agreed. CPL Financial Review* Justin Fredenzi presented the financial review, noting that the project budget remains unchanged as no construction contracts have been awarded. The construction contingency Page | 3 stands at $5,076,669, and the owner’s contingency at $1,257,726. One budget adjustment was recorded for the LBA Amendment No. 19, covering geotechnical services at $113,000, reallocated from existing architectural services. Additional commitments included LBA Amendment No. 20 for $7,623 to cover a tree survey requested by the Tree Warden and a $140 adjustment for Complete Cleaning Co. related to the modular refit. Invoices presented for approval included $1,700 from Gienapp Architects, $30,252 from Colliers Project Leaders, $484,745 from LBA, and $2,740 from Complete Cleaning Co. Justin also reviewed the project cash flow, noting that expenditures are slightly under target because invoices pending committee approval are not yet reflected. Once those are entered, the cash flow is expected to align with projections. Mike noted that going forward, the approval date will be entered at the time of the meeting to provide a more accurate reflection of cash flow. Mike reviewed the pending commitments, beginning with a $140 adjustment for Complete Cleaning Co. to cover additional work associated with the modular classroom refit. He then addressed the $7,630 amendment for LBA to complete a detailed tree survey requested by the Tree Warden. While a general tree survey had been performed, the additional scope required identification of tree species and condition assessments. Mike noted that the design team collaborated with the Tree Warden and Town staff to refine the proposal and reduce the cost by approximately 10–15%. Committee members raised questions regarding the necessity of the survey and the underlying requirement. Nancy Twomey pointed out that, under state law, only “public shade trees” along public ways require a public hearing, and questioned why the Town should pay for the identification of trees on school property that are not in conservation areas. Others echoed the concern, noting that a private developer would not face the same requirement and that nearly all trees on the site are expected to be removed due to grading and construction needs. Justin and Mike acknowledged the concern and explained that the request likely stemmed from the Tree Warden’s interpretation of best practices. They recommended proceeding with conditional approval of the $7,630 amendment, pending confirmation from the Department of Public Works that the survey is indeed required. If it is determined unnecessary, the team will report back to the Committee before proceeding. Additional discussion addressed whether replacement trees or a payment into a tree fund would be required. The team noted that while the bylaws in some nearby towns, such as Wayland or Weston, include replacement requirements for all trees, Reading’s bylaws appear to apply only to public shade trees. Justin emphasized that the project includes a comprehensive landscape plan with significant tree and shrub plantings, ensuring that the final site will be properly restored and visually appealing. Mike noted that while the item was not immediately critical, it could become time-sensitive if the early site work package proceeds in January, as tree removal including some street trees along Hill Street would require proper permitting in advance. If the survey is confirmed as a permitting requirement, it should be completed soon; otherwise, it can be deferred. On a motion by Pat Tompkins, seconded by Nancy Twomey, the Killam School Board Committee voted 8-0-0 to approve the Complete Cleaning Co amendment MSA in the amount of $140.00 & approve LBA amendment #20 in the amount of $7,630 for the expanded tree survey, contingent upon confirmation from the Town that the work is required for J. Warren Killam Elementary School Project. Roll call vote: Pat Tompkins – Yes, Shawn Brandt – Yes, John Coote – Yes, Chris Haley – Yes, Kirk McCormick – Yes, Greg Stepler - Yes, Nancy Twomey – Yes, Carla Nazzaro - Yes. Page | 4 The committee discussed the proposed $113,806.00 LBA Amendment 19 for additional soil testing to determine whether the site’s fill material is suitable for removal or reuse as part of a potential early site package. Mike explained that the original estimate assumed removal of roughly 40,000 cubic yards of soil but has since been refined to about 15,000 cubic yards after limiting the scope to the building footprint area. He noted that the testing is intended to confirm whether any of this soil contains contaminants, as disposal facilities require certification that the material is clean before accepting it. Jenni Katajamaki clarified that testing is required when the soil includes fill material rather than undisturbed native soil, even if there is no known contamination history. Current state regulations require one test per 500 cubic yards of exported material. While some committee members questioned whether this level of testing was necessary given there are no indications of contamination, Jenni explained that the requirement is largely regulatory and unavoidable if the soil will be transported offsite. The Committee also discussed the timing of the testing, and whether to conduct it now as part of the early site package or defer it until the general contractor is onboard. Conducting the testing early would allow the team to confirm soil conditions and avoid potential schedule delays later if contamination is discovered during excavation. However, some noted that performing it later could allow the contractor to use alternate means and methods, potentially reducing the overall cost. To ensure an informed decision, it was agreed that the LBA, LSP, Geotechnical Engineer, Civil Engineer, and OPM team would meet with committee representatives Pat Tompkins and John Coote to review the technical approach, regulatory requirements, and schedule implications in more detail. The outcome of that meeting will help determine whether to proceed with the proposed testing and early site package. Greg Stepler added that, from his experience, every project he has worked on has required an LSP and soil pre-characterization, and he expressed concern about delaying or questioning the need for it. He emphasized that this is not a minor issue—once soil is tested and transported offsite, it becomes the Town’s legal responsibility in perpetuity, regardless of where it is disposed of. Greg cautioned that it would be risky to proceed without clearly understanding the regulatory requirements and obligations tied to soil testing and removal. He supported allowing Pat and John to meet with the project team to fully evaluate the rationale, but stressed the importance of treating the matter seriously and ensuring full compliance to protect the Town’s interests. Kirk McCormick raised concerns about schedule impact, cost, and how the proposal compared to similar projects. Mike explained that soil testing costs have risen due to stricter regulations and fewer landfills accepting soil. He noted that testing has become standard practice, especially on sites with fill materials, and confirmed through discussions with an LSP that the extent of testing depends on the fill conditions rather than natural soils. Leigh Sherwood explained that soil testing is typically handled by the contractor during construction, but since this work is part of an early package, the cost appears upfront. He noted the testing is unavoidable, though proceeding now makes it an all-or-nothing scope. Without the early package, smaller sample testing could be done later. He added that, with Mike’s help, the team reduced the cost to a more reasonable level after consulting with the geotechnical engineer. John Coote emphasized that the group’s role is to listen to expert recommendations and respond accordingly, asking Mike to clearly outline his preferred approach. Mike agreed and suggested that the committee hear directly from the LSP and civil engineer before he provides his final recommendation, ensuring transparency and clarity. The committee supported this plan, with members agreeing to proceed by reaching out to Pat and John to schedule a discussion soon and to make the soil testing approval contingent on that follow- up. Page | 5 On a motion by Nancy Twomey, seconded by Pat Tompkins, the Killam School Board Committee voted 7-0-0 to approve LBA amendment #19 in the amount of $113,806.00 for Soil Pre-characterization, contingent upon review with the professional team for J. Warren Killam Elementary School Project Roll call vote: Pat Tompkins – Yes, Shawn Brandt – Yes, John Coote – Yes, Kirk McCormick – Yes, Greg Stepler - Yes, Nancy Twomey – Yes, Carla Nazzaro - Yes. On a motion by Nancy Twomey, seconded by Pat Tompkins, the Killam School Board Committee voted 7-0-0 to approve the LBA Invoice #22499 in the amount of $484,745.00 for J. Warren Killam Elementary School Project. Roll call vote: Pat Tompkins – Yes, Shawn Brandt – Yes, John Coote – Yes, Kirk McCormick – Yes, Greg Stepler - Yes, Nancy Twomey – Yes, Carla Nazzaro - Yes. On a motion by Nancy Twomey, seconded by Pat Tompkins, the Killam School Board Committee voted 7-0-0 to approve the Gienapp Invoice #682.29-5 in the amount of $1,750.00 for J. Warren Killam Elementary School Project. Roll call vote: Pat Tompkins – Yes, Shawn Brandt – Yes, John Coote – Yes, Kirk McCormick – Yes, Greg Stepler - Yes, Nancy Twomey – Yes, Carla Nazzaro - Yes. On a motion by Nancy Twomey, seconded by Pat Tompkins, the Killam School Board Committee voted 8-0-0 to approve the Colliers Invoice #1089820 in the amount of $30,252.50 for J. Warren Killam Elementary School Project. Roll call vote: Pat Tompkins – Yes, Shawn Brandt – Yes, John Coote – Yes, Chris Haley – Yes, Kirk McCormick – Yes, Greg Stepler - Yes, Nancy Twomey – Yes, Carla Nazzaro - Yes. On a motion by Nancy Twomey, seconded by Pat Tompkins, the Killam School Board Committee voted 8-0-0 to approve the Complete Cleaning Co Invoices #14678 & #14679 in the total amount of $2,740.00 for J. Warren Killam Elementary School Project. Roll call vote: Pat Tompkins – Yes, Shawn Brandt – Yes, John Coote – Yes, Chris Haley – Yes, Kirk McCormick – Yes, Greg Stepler - Yes, Nancy Twomey – Yes, Carla Nazzaro - Yes. CPL Schedule Update Justin presented the project schedule, noting it remains consistent with what was presented at previous meetings. LBA and Colliers are working toward the 60% Construction Document (CD) submission, which is scheduled for approval in November, followed by the start of the 90% CD phase. A meeting with the MSBA is also planned next week to review comments from the Design Development submission. He then discussed the two proposed early bid packages: one for the switchgear and generator, and another for the earthwork. Based on discussions with a contractor, supply chain delays continue to make early procurement of switchgear a prudent move. The generator, being smaller and more readily available, may be procured later if necessary. Mike recommended proceeding with the early package for the switchgear, emphasizing that unlike the generator, it cannot be temporarily replaced. The committee will review the earthwork package in the upcoming follow-up discussion. The committee discussed the distribution of three Request for Proposal (RFP) packages for review: Material Testing Services, a Tax Consultant, and Peer Review services (including a state-mandated structural review and additional ADA/fire protection reviews requested by town staff). The RFPs combine standard and town forms, and a meeting was scheduled between project leaders (Justin, Jayne, Josh, and Katie) to reconcile these documents. A further RFP for a move manager is planned for a later date. Page | 6 The timeline for these services varies; material testing is needed soon if early construction packages are pursued, and the tax consultant is needed early to maximize potential rebates. The peer reviews, while less urgent, are necessary before the 90% document submission in approximately 6-8 weeks. The committee decided to authorize the project team to advertise the RFPs publicly to solicit bids. A formal committee vote on awarding the contracts will take place later, once proposals have been received, leveled, and reviewed. Budget lines for the testing exist, but the tax consultant may require new budget allocation or discussion with the MSBA. On a motion by Pat Tompkins, seconded by Nancy Twomey, the Killam School Board Committee voted 8-0-0 to authorize Colliers to work with Town staff to put out the RFPs for the testing inspection services, the peer reviews and the tax consultant. Roll call vote: Pat Tompkins – Yes, Shawn Brandt – Yes, John Coote – Yes, Chris Haley – Yes, Kirk McCormick – Yes, Greg Stepler - Yes, Nancy Twomey – Yes, Carla Nazzaro - Yes. LBA Exterior Material Review Jenni Katajamaki and Leigh Sherwood presented the exterior materials and noted that the review committee met several times over the summer to finalize exterior materials but had not previously presented their decisions to the full group. The committee reviewed a palette of durable, attractive, and cost-effective materials. The upper portions of the building will feature an orange brick, while the ground floor will have a slightly purplish brick. The base of the building will use ground-based CMU, known as Manchester block, with a granite-like finish; varying sizes are included to add visual texture. Wood-look phenolic panels will be used as accent elements in select areas for durability and low maintenance. All windows and doors will be anodized aluminum with a matte finish, and roof edges will feature metal that mimics warm zinc tones. Canopy areas will incorporate metal designed to appear like wood slats. The design intent focuses on warmth, texture, and human scale, particularly at the lower levels to create a more inviting experience. The committee discussed whether students had input on exterior design, and the design team clarified that while the exterior is intended to serve the broader community, the interior spaces will provide a playful, student-focused environment. The exterior materials are expected to be long-lasting, low- maintenance, and visually appealing. The committee expressed satisfaction with the selections, with no immediate action required, and noted that the interior material review will be presented at a future meeting. Approval of Prior Meeting Minutes (09/08/25)* The committee reviewed the draft minutes from the September 8th meeting and noted one correction: a typo in which ‘WMS meeting’ should be corrected to ‘CPDC meeting. On a motion by Nancy Twomey, seconded by Pat Tompkins, the Killam School Building Committee voted 8-0-0 to approve the meeting minutes of September 08, 2025 as amended. Roll call vote: Pat Tompkins – Yes, Shawn Brandt – Yes, John Coote – Yes, Chris Haley – Yes, Kirk McCormick – Yes, Greg Stepler - Yes, Nancy Twomey – Yes, Carla Nazzaro – Yes. Future Agenda Items & Next Meeting Dates Carla Nazzaro discussed future agenda items and confirmed upcoming meeting dates: Wednesday, November 12th (to accommodate Town Meeting), December 15th. Adjourn* On a motion by Nancy Twomey, seconded by Pat Tompkins, the Killam School Building Committee voted 8-0-0 to adjourn at 9:00 pm. Page | 7 Roll call vote: Pat Tompkins – Yes, Shawn Brandt – Yes, John Coote – Yes, Chris Haley – Yes, Kirk McCormick – Yes, Greg Stepler - Yes, Nancy Twomey – Yes, Carla Nazzaro – Yes.