(formerly university place) monthly report march 2010

James Hawthorne Apartments (formerly University Place)

Monthly Report March 2010

1508 SW 13th Avenue Portland, Oregon

James Hawthorne Apartments Monthly Report March 2010

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Preface Living up to its potential as a redevelopment site, University Place was selected by the City and Multnomah County to become the new permanent home for the County’s Bridgeview program. Bridgeview provides safe, low-barrier, high tolerant housing to individuals that are homeless or at risk of homelessness, and who are experiencing disabling symptoms of a mental health issue often with co-occurring addictions issues. The first project concept consisted of fifty studio units in five residential floors over a concrete podium. That program shifted partly in response to higher than expected construction costs. The end result is four residential floors containing forty-eight SRO units in a wood-framed building. Ground floor uses include offices and meeting space, a large kitchen and resident dining area, as well as an area for use by attending nurses and other medical staff which will accommodate dispensing of medications. Multnomah County and the program operator, Luke-Dorf, Inc. participated in the design process and decisions during the planning phase. The purpose of this report is to provide the reader with a synopsis of activities to date in the areas of finance, community outreach, design and construction, services and relocation, as we bring this project from concept to reality.


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Aerial Photo The subject property, outlined in red, is located at the intersection of SW 13th Avenue and SW Clay Street. Interstate 405 is immediately to the west. HAP’s Hamilton West Apartments are immediately contiguous to the east (note the “green” roof) and our Peter Paulsen Apartments are immediately to the south.


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NARRATIVES

Planning & Design Past 30 Days

William Wilson Architects (WWA) in conjunction with their sub consultants performed final punch list walks.

WWA put a small scope of work together for sound attenuation in the office area

WWA took receipt of the As-Built drawings from R&H construction and started transferring the hand markups to electronic files

Coordinating with PBOT on irrigation approval

Draft Operations and Maintenance manuals are being reviewed

HAP is developing a Preventative Maintenance manual for use by operations

Met with Regional Arts & Culture Council (RACC) to discuss the need to protect the stained glass in the dining area

Next 30 Days

WWA to sign off on final completed punch list inspection

Receive hand mark-ups of As-Built drawings from R&H and develop electronic Record Drawings

Review and approve updated O&M Manuals and warranties

Receive the Earth Advantage Silver rating certificate

Community Relations Past 30 Days

Public art: Installation completed. Discussion underway to determine potential options to protect the glass from accidental breakage.

Good Neighbor Agreement: Facilitators from Resolutions Northwest have staffed three meetings to arrive at a draft Good Neighbor Agreement. Adjacent neighbors and Neighborhood Association members, as well as property owners, have been meeting to discuss ways to ensure good communication going forward.

Next 60 Days

Facilitators from Resolutions Northwest anticipate completing the Good Neighbor Agreement process in the coming weeks. Tentative “signing meeting” scheduled in late April after review by various organizations involved in the process.


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Construction

Past 30 Days

Moved tenants into the building

Modified the receptionist counter

Completed punch list

Responded to warranty calls

Provided pricing for owner requested changes

Next 30 Days

Install sound attenuation material in the office area

Complete irrigation connections as a response to PBOT

Modify fence in between James Hawthorne and Peter Paulson apartments

Complete closeout items

Submit cost ledger

Closeout the contracts

Finance Past 30 Days

Monthly draw requests and reporting to OHCS and PDC continue Released 50% of retention to R&H Construction

Next 60 Days

Receive final project invoices and establish cost savings Work with funders to release final payments and convert the loan to permanent


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REPORTS

Contract Summary

JAMES HAWTHORNE APARTMENTSCONTRACT CONTROL REPORT - MARCH 2010

Contract # Description ScopeOriginal

ContractContract Changes

Current Contract

BudgetIncurred thru March 2010

Remaining Contract

Target % of Total

Contract

C0304William & Wilson Architects, P.C.

Architectural design services for University Place $526,500 -$55,342 $471,158 $467,298 $3,860 20% goal

C0395 R & H ConstructionCM/GC Construction Manager / General Contractor $0 $5,025,094 $5,025,034 $4,968,857 $56,237 20% goal

C0577 Architectural Testing, Inc. Window testing $7,000 $0 $7,000 $6,875 $125

C0365 Ash Creek Associates Geo-tech survey $15,000 $0 $15,000 $13,117 $1,883 WBE; 100%

C0474 Carlson Testing Special inspections $9,158 $806 $9,964 $9,964 $0

C0586 Central City Concern Pest Spraying $2,500 $0 $2,500 $2,500 $0

C0337 Construction & Mapping TeamTopographic and boundary survey $8,215 $1,852 $10,068 $9,463 $605 ESB; 100%

C0483 Earth Advantage, Inc. Energy analysis $5,300 $0 $5,300 $3,450 $1,850

C0501 Heritage Research Associates Archelogy study $14,750 $0 $14,750 $14,750 $0 WBE; 100%

C0349 Johnson Gardner, LLC Market Study $8,000 $8,000 $8,000 $10,101 -$2,101

C0534 Multivista , LLC Construction Photography $3,150 $0 $3,150 $3,150 $0

t0202

PBS Environmental Agency Contract; incurred portion for UP project

Environmental assessments and testing $0 $12,925 $12,925 $12,810 $115

t0370PBS Environmental Services; On-call Agency Contract

Environmental assessments and testing $0 $7,425 $7,425 $6,906 $519

C0350 Precision ImagesReprographic Engineering Services $0 $6,524 $6,524 $6,524 $0

C0070 Stoel Rives, LLP Legal Services $0 $18,180 $18,180 $18,180 $0

Totals $5,145,820 $5,086,647 $59,233


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Target Business Summary

JAMES HAWTHORNE APARTMENTS TARGET BUSINESS REPORT - MARCH 2010

Businesses Sub OfCurrentBudget

Incurred thru March 2010

%Incurred MBE WBE ESB DBE

Personal and Professional Services(Target Subs) ListV-A Vigil Agrimis Will iam Wilson Architects, P.C. 42,091$ 42,088$ a 42,091$ ABHT William Wilson Architects, P.C. 60,258$ 50,353$ 84% 60,258$ Czopek & Erdenberger Will iam Wilson Architects, P.C. 15,949$ 15,944$ 100% 15,949$ MEP Landscape Architects Will iam Wilson Architects, P.C. 12,223$ 12,220$ 100% 12,223$ JBK Consulting & Design, Inc. Will iam Wilson Architects, P.C. 7,728$ 7,728$ 100% 7,728$ Ash Creek Associates 15,000$ 13,117$ 87% 15,000$ Construction & Mapping Team 10,068$ 9,463$ 94% 10,068$ Iselin Architects, P.C. 358$ 358$ 100% 358$ Heritage Research Associates 14,750$ 14,750$ 100% 14,750$

Professional Services Budget 178,425$ 166,021$ 93% 102,707$ 53,427$ 22,291$ Will iam Wilson Architects, P.C. 471,158$ % of Target Business Aspirational Goal 38%

ConstructionPre-Construction Services(Target Subs) ListHood River Plumbing & Heating, Inc. R & H Construction 688,257$ 651,563$ 95% 688,257$ New Growth Landscape LLC R & H Construction 18,562$ 15,746$ 85% 18,562$ O'Neill Electric, Inc. R & H Construction 472,351$ 443,107$ 94% 472,351$ Parker Fire Protection, Inc. R & H Construction 41,280$ 35,532$ 86% 41,280$ Professional Minority Group, Inc. R & H Construction 14,000$ 14,000$ 100% 14,000$ Quality Building Services R & H Construction 6,475$ -$ 0% 6,475$ Union Construction, LLC R & H Construction 214,252$ 197,231$ 92% 214,252$ W B Painting & Decorating, Inc. R & H Construction 75,512$ 21,375$ 28% 75,512$ Academy Specialties, LLC Suppliers & 2nd Tier Subs 74,072$ 47,500$ 64% 74,072$ Kodiak Paving Suppliers & 2nd Tier Subs 10,705$ -$ 0% 10,705$

Subtotal for Subs and Suppliers 1,615,466$ 1,426,054$ 88% 1,586,199$ 10,705$ 18,562$ R & H Construction 5,025,094$ % of Target Business Aspirational Goal 32%Total Target Business Amounts 1,793,891$ 1,592,075$ 1,688,906$ 64,132$ 40,853$ Total Construction and Professional Services 5,496,252$ Total Target Business Percentage for JH 33%

Although many of the util ized firms are certified in more than one category, they are tracked here in only one category.

Emerging Small Business, and Disadvantaged Business EnterpriseThe hierarchy is as follows: Minority-owned, Women-owned; and then if not counted in either of the two previous categories:


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Budget Summary

Sources of Funds Permanent Sources Amount Drawn % Drawn Balance to Draw

PDC 6,000,000 4,788,185 80% 1,211,815 OHCS Housing Plus 750,000 632,611 84% 117,389 OHCS Trust Fund 175,000 0% 175,000 HAP 727,153 0% 727,153 Multnomah County 250,000 237,500 95% 12,500 ETO 15,273 0% 15,273 Total Project Sources 7,917,426 5,658,296 71% 2,259,130

Uses of Funds Permanent Uses Amount Incurred % Incurred Remaining

Budget Acquisition 727,153 727,153 100% - Construction 5,151,061 4,816,553 94% 334,508 Furniture and Fixtures 94,480 98,476 104% (3,996) Development Costs, Studies, Reports, Permits 1,029,093 962,194 93% 66,899 Contracted Services and Fees 612,363 545,707 89% 66,656 Finance/Interest Charges 33,770 33,770 100% (0) Reserves, Contingencies 234,174 - 0% 234,174 Relocation 35,333 38,013 108% (2,680) Total Project Uses 7,917,426 7,221,867 91% 695,559

LESS: Accrued Developer Fee - Accounts Payable 136,559 Adjusted Project Uses 7,085,308 - Surplus or (Deficit) (1,427,012) 1,563,571


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(formerly university place) monthly report march 2010

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