Otak CPM Healthcare SOQ

Trusted Advisors for Healthcare OWNER REPRESENTATION PROGRAM & PROJECT MANAGEMENT

CONTENTS

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Introduction

Our Services

Our Work

OHSU Collaborative Life Sciences Building

OUR MISSION IS YOUR MISSION We understand how important it is that our healthcare partners are successful in their mission to reach out to their communities and provide excellent care. We feel inspired coming to work every day knowing we are serving as an extension of your mission, a trusted partner helping you plan, develop, and construct facilities that bring care to the smallest or most seasoned community members.

Simply stated: we are on a mission to build stronger, healthier, and more vibrant communities.

WE REPRESENT YOU As your owner representative, and an extension of your organization, we work collaboratively with program stakeholders, leadership, business partners, and the community to drive success and value for you. We understand you may have tight budgets, multiple funding streams, and big goals, and we will help balance these by leveraging industry best practices, innovative solutions, and lessons learned to produce extraordinary projects.

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TRUSTED ADVISORS FOR HEALTHCARE • OTAK CPM

TRUSTED ADVISORS FOR HEALTHCARE • OTAK CPM

What is owner representation?

Owner representation is a person or team that represents a client who is interested in or engaged in the development of a building or facility project.

As trusted advisors, owner representatives work to ensure the project needs and scope are well defined. We then work to deliver the project on time and on budget while building and maintaining successful relationships with internal and external project stakeholders.

Why is it useful to have an owner representative?

All projects come with a high probability of risk and challenges. Early involvement ensures for a thorough scoping of your project, identifying key project goals and laying foundations for success. We help identify potential risks and develop plans for mitigating or managing them long before they become detrimental. If your primary business is something other than managing construction, having an owner representative provides you with the technical support and industry experience you need so that your time can be devoted to your day-to-day responsibilities with the assurance that the project has dedicated, focused attention that will bring it to success.

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When is the right time to engage owner representative services?

An owner representative can add value to your initiative at any point from concept through close out. Early engagement offers the best value by ensuring realistic schedule, budget, and risk analysis to guide an owner’s project feasibility and decision support.

CONCEPT + PROGRAM DEVELOPMENT

DESIGN + PRE-CONSTRUCTION

CONSTRUCTION & OWNER MOVE-IN

POST-OCCUPANCY + PROJECT CLOSE-OUT

• Project charter development

• Review design standards & requirements

• Project & construction management

• Program & risk analysis

• Stakeholder engagement & coordination

• Cloud-based visual management of project performance for executive stakeholders

• Post-occupancy stakeholder rounding & engagement

• Preliminary budget & schedule development • Feasibility analysis • Project delivery method determinance • Design and construction partner selection • Facility program benchmarking

• Value engineering & target value design work • Land use/entitlement coordination • Jurisdictional & permit coordination • Decision-by-advantage analysis • Medical equipment coordination • Budget & schedule development

• Risk management, coordination of third party testing & commissioning resources • Medical equipment procurement & installation coordination

• Budget closeout & final project documentation assembly • Warranty management & negotiation of maintenance agreements (as needed) • Operations & Maintenance Manual coordination & training

• Furniture, fixtures & equipment procurement and installation • Transition planning & move management • Signage/wayfinding coordination • Punch list coordination TRUSTED ADVISORS FOR HEALTHCARE • OTAK CPM

VALUES YOU CAN TRUST Your organization's mission of compassionate care is of the utmost importance, which is why working with an owner representative whose values align with that mission is vital to project success. At Otak CPM, our values are the foundation of our identity and guide our approach to project delivery. Our teams embody a steadfast commitment to integrous servant leadership, with a solutions oriented mindset, leveraging high functioning teams to deliver scope with a focus on creativity, innovative problem solving and sound financial stewardship. Our values inspire us to continuously grow, elevate our standards, innovate boldly and deliver exceptional value to our healthcare partners.

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TRUSTED ADVISORS FOR HEALTHCARE • OTAK CPM

TRUSTED ADVISORS FOR HEALTHCARE • OTAK CPM

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OUR DIVERSE EXPERTISE IN HEALTHCARE DESIGN AND CONSTRUCTION At Otak CPM, our team brings a wealth of diverse professional backgrounds to every project. Our staff includes seasoned professionals with experience as general contractors, architects, and engineers.

What sets us apart is our unique insight gained from direct roles within healthcare organizations, where we managed design and construction projects. This experience gives us an intimate understanding of facility needs, operational challenges, and the priorities of clinical stakeholders.

To the right is a matrix highlighting the breadth of environments our team has successfully navigated, both during their tenure at Otak and prior to joining our firm.

n Experience

with Otak

n Experience

prior to Otak

ALEX CETTIE ANNA HARRINGTON BRIAN HARDEBECK JENNIFER BOUDA HENRY ALAMAN JOHN GUIHER KEVIN MOISAN MICHAEL MACKIN MIKE DAY MICHELLE KEIZER MIKI BRAGG PATRICIA STRANGE

Contact us today to discuss your important project and how we can help provide a talented team to bring your vision to life!

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TRUSTED ADVISORS FOR HEALTHCARE • OTAK CPM

RYAN LAMB SHAWN KLINKNER

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Organizational Change Management

Skilled Nursing Facilities (Long Term Care)

Rehab (Inpatient, Outpatient)

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Pharmacy Services

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Outpatient Clinics & Urgent Care

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Operating Suites/OR’s/Hybrid OR’s/ Cath Labs

Linear Accelerator

Life Sciences Buildings

Lab

Kitchen/Cafeteria/Food Services

Imaging Services (Inpatient and Outpatient) – MRI, X-Ray, CT, etc

Real Estate & Master Facility Planning

Family Birthing Unit

Facility Services Areas - Loading Dock/ Material Handling, Storage, etc

Emergency Department and Heliport/pad

Critical Infrastructure – Electrical systems, HVAC systems

Central Utility Plant

Central Sterile

Behavioral Health (Inpatient or Outpatient)

Administration Areas

Acute Care – ICU, MDU, PCU

Ambulatory Surgery

Cancer/Oncology Services

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TRUSTED ADVISORS FOR HEALTHCARE • OTAK CPM

OUR SERVICES

Program Management • Program planning for multiple projects, chartering, feasibility analysis • Master budget and schedule development, risk management

Project Management • Management of scope, budget, schedule, and risk to meet project requirements • Construction management & observation, QA/QC

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TRUSTED ADVISORS FOR HEALTHCARE • OTAK CPM

Land Acquisition & Development

Target Value Design & Value Engineering

Consultant & Vendor Management

• Land procurement coordination

• Collaborative design process

• Planning & feasibility analysis

• Alternate materials & methods evaluation

• Contract sourcing, review & administration • Business partner coordination to achieve scope

Jurisdictional Coordination

FF&E Coordination & Procurement

Transition, Move Planning, & Change Management

• Coordinate authorities with jurisdiction

• Furniture, fixtures & equipment specification, procurement & logistics

• Stakeholder engagement & management

• Navigate review and approval processes

• Project commissioning, closeout, Operations & Maintenance Manual coordination, warranty management

TRUSTED ADVISORS FOR HEALTHCARE • OTAK CPM

PROJECT TYPES Ambulatory Care

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Acute Care

Post-Acute Care

Life Sciences

Staff Augmentation

TRUSTED ADVISORS FOR HEALTHCARE • OTAK CPM

AMBULATORY CARE

Vancouver Clinic Expansion Projects With over 121,000 SF added across a three-site expansion including Ridgefield, Camas/Columbia Palisades, and Salmon Creek, the Vancouver Clinic would grow its ability to provide healthcare services for communities across Southwest Washington. Close coordination with city and agency stakeholders helped navigate complex site challenges and a compressed schedule to completion ahead of schedule and under budget. As the owner’s representative, Otak CPM managed project delivery in the development of the new multi-specialty medical facilities.

Utilizing a Lean Integrated Design/Design Build approach, the Vancouver Clinic expansion designed all three facilities concurrently. The design processes were augmented by full-scale mock-ups to confirm functionality while leveraging the experiences of clinical staff and medical consultants to prioritize patient care with optimal clinic workflows. An established governance process including the Vancouver Clinic’s executive sponsorship team and two physician board structures led to efficient approvals while maintaining a high degree of integration with Vancouver Clinic operational leadership. In providing a full scope of owner’s representation across each expansion, the Otak CPM team managed planning and design, medical equipment coordination, construction management, as well as move in and close out. For the Salmon Creek expansion, the team guided the project through various jurisdictional approval processes, including a full Certificate of Need application in Washington state. After a change in financing brought on by the pandemic, the team’s role shifted to become a strategic advisor through the completion of construction. This effort helped the client convert the project from an owner financed and constructed project to a turn-key build-to-suit with Pacific Medical Buildings, retaining all original design-build team members.

LOCATION: Clark County, WA SIZE: Ridgefield (15,400 SF),

Camas/Columbia Palisades (26,400 SF), Salmon Creek (80,225 SF) CONSTRUCTION COST: $135 million CLIENT: Vancouver Clinic AWARDS: RIDGEFIELD

DJC Top Projects 2020 - 3rd Place: Healthcare and Life Sciences Vancouver Business Journal Awards 2019 - Top Project Award CAMAS

DJC Top Projects 20211st Place Winner, Healthcare

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NW Primary Care Tenant Improvements In 2019, Otak CPM provided project management services to Northwest Primary Care on an 11,000 SF tenant improvement. The project supported consolidation of a primary care clinic and a sleep medicine clinic into one new location.

Otak CPM was hired to facilitate an aggressive value engineering and cost reduction effort. The project had to be completed and open within a strict time frame due to lease expirations at existing facilities. The project was successfully completed one week early and $88,000 under budget.

Post-occupancy, Otak CPM also coordinated all project documentation required to obtain tenant improvement reimbursement from the landlord.

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LOCATION: Happy Valley, OR SIZE: 11,000 SF CONSTRUCTION COST: $2 million CLIENT: Northwest Primary Care RESULTS:

The project completed one week early and $88,000 under budget

ACUTE CARE

Trios Health Southridge Medical Center Trios Health, formerly Kennewick General Hospital, is a multi-faceted healthcare system located in southeastern Washington, primarily serving the Tri-Cities area—Kennewick, Pasco, and Richland—and surrounding communities. Today, Trios Health is anchored by its new Trios Southridge Hospital and remains deeply connected to its community roots, but with the ability to offer a lifetime of care across a broad spectrum of healthcare specialties and services.

Otak CPM was retained by Trios Health for owner representation, project and construction management services for the new 40-acre greenfield Southridge Hospital campus. This project included a 74-bed replacement hospital and development of 175,000 SF of acute care facilities. The campus was established as a public/private partnership as part of an overall replacement hospital campus and used a P3 design-build delivery method.

LOCATION: Kennewick, WA SIZE: 175,000 SF hospital 168,000 SF Care Center MOB CONSTRUCTION COST: $112

million hospital, $48.2 million Care Center MOB CLIENT: Trios Health

In addition to program management, Otak CPM’s involvement covered site development, land use development, permit and plan review, medical equipment, and IT technology integration oversight. Otak CPM also performed additional master planning support for future hospital expansion and additional outpatient medical office facilities.

Otak CPM was tapped to facilitate all training required to ensure a safe and efficient "go live" for the new hospital. This included fire/life safety, orientation, medical equipment, and IT training as well as hospital-wide workflow exercises.

We also created protocols for patient move prioritization and coordinated essential equipment moves to coincide with patient needs. Our team also coordinated the transfer of equipment for 72 patient rooms, eight operating rooms, Central Sterile, and many other clinical areas throughout the facility.

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Swedish Medical Center, Issaquah Campus Otak CPM provided comprehensive project management services for the Swedish Medical Center Issaquah Campus. The new full service, 630,000 SF campus is home to a five story hospital supporting several primary and specialty care clinics, an emergency department, Swedish Cancer Institute facility and accompanying pharmacy, laboratory, and imaging center programming. The 175-bed inpatient facility also included a healing garden, a mini-shopping area with eight retail stores, a Starbucks coffee shop, and full service restaurant.

Otak CPM provided project management services including medical equipment procurement, furniture, fixtures, and equipment (FF&E), IT system procurement, budget management, and cost estimation.

The Swedish-Issaquah campus features full integration of advanced technology throughout its facility. The environmentally friendly design incorporates many components to lighten its impact on the environment. The landscape uses native plants and a 16,000 SF green roof to minimize water requirements. The interior makes extensive use of recycled wood products and the exterior includes brick and energy efficient windows. The environmentally friendly design earned this project an award in 2013 for being the most energy efficient hospital in the United States, using 43% less energy than a typical hospital.

LOCATION: Issaquah, WA SIZE: 630,000 SF CONSTRUCTION COST: $400 million CLIENT: Swedish Health Services AWARDS:

2013 VISTA Award for Infrastructure, ASHE 2013 Technology Award for Healthcare - First Place, ASHRAE 2011 DJC Building of the Year, Best in Healthcare Technology/Life Science Project of the Year Rated one of the Top 10 most energy efficient hospitals in the US

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PeaceHealth Sacred Heart Medical Center at RiverBend Otak CPM served as the owner representative for this multi-phase, multistakeholder project for PeaceHealth. Sacred Heart was built as a state-of-the art regional medical center in the Willamette Valley along the 160-acre riverfront providing spectacular views in patient rooms. The center is centered on evidencebased hospital design, patient-centered and healing environments with a focus on patient safety. The 1.8 million SF, 432 bed replacement hospital includes a 1.2 million SF acute care tower, the Oregon Heart and Vascular Institute, central utility plant, two 120,000 SF medical office buildings, and two parking structures with more than 1,000 spaces.

Native landscaping, pedestrian and bike paths, green roofs and broad use of natural daylighting contributed to this project’s recognition of being one of the nation’s greenest hospitals.

Otak CPM provided comprehensive project management services including program administration and oversight; budget, schedule, and construction management; and land use and building permitting oversight. The vast scope of this project required creation of detailed management systems to facilitate seamless coordination of the complex client and construction schedules. We closely managed $75 million in medical equipment and furniture, fixtures and equipment (FF&E) purchasing and led vendor negotiations and management.

In support of the medical campus, Otak CPM also coordinated development of necessary infrastructure consisting of new public roadways, site utilities, landscaping, and off-site development to the I-5 freeway interchange.

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LOCATION: Springfield, OR SIZE: 1.8M SF of development, 160 acres site CONSTRUCTION COST: $800

million, including the Pavilion and Northwest Specialty Clinic CLIENT: PeaceHealth Medical Group AWARDS:

2009 Vista Award - New Construction, American Society for Healthcare Engineering (ASHE) 2009 Excellence in Concrete Award Second Place 2008 Daily Journal of Commerce Top Project Award - Second Place, Private Buildings

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POST-ACUTE CARE

Edward C. Allworth Veterans' Home, The Place Where Honor Lives Otak CPM had the privilege of representing the Oregon Department of Veterans' Affairs (ODVA) with the Edward C. Allworth Veterans’ Home—a successful project honoring the design intent for providing a healing environment for our veterans.

Organized around the idea of an intentional community or neighborhood, this veterans' home offers residents a way to maximize normal living environments and routines, provide autonomy, a sense of community, and quality of life.

The 154-bed campus was designed using the small house model for skilled nursing facilities. The campus contains four neighborhood clusters of small residential buildings connected by a shared program space. There are 14 private bedrooms and baths in each of the 11 housing units, with one designed for memory care residents. The small house model serves as a place where residents can receive assistance and support with activities of daily living and clinical care as an earned benefit to honorably discharged veterans, their spouses, and parents whose children lost their lives while serving our country.

LOCATION: Lebanon, OR SIZE: 123,000 SF CLIENT: Oregon Department of Veteran's Affairs AWARDS:

Bronze Excellence in Quality award for superior performance in longterm and post-acute care 2019 Silver National Quality Award, American Health Care Association & National Center for Assisted Living

Otak CPM worked with the architect, contractor, and additional vendors to oversee all facets of the design/construction process and meet the Oregon Department of Veterans Affairs’ objectives. We leveraged our experience and expertise on behalf of ODVA navigating contracting challenges and delivered the project ahead of schedule and over $1 million under budget. Otak CPM was so successful, we have been hired to deliver another ODVA Veterans' Home in Roseburg, OR. Two years after opening, the new veterans' home in Lebanon reached full occupancy and was awarded the 2019 Silver National Quality Award by the American Health Care Association and National Center for Assisted Living. The Lebanon facility was one of only three in the state of Oregon to receive this distinction from the AHCA/NCAL, which spotlights providers nationwide who have demonstrated a dedication to improving quality of care for residents and patients in long-term and post-acute care.

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LIFE SCIENCES

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Robertson Collaborative Life Sciences Building (CLSB) & Skourtes Tower Otak CPM provided comprehensive project management services for the first new construction on OHSU’s South Waterfront Campus—a complex, largescale, multi-site project with ambitious design, equity, and sustainability goals spearheaded by a partnership of three universities. The complex supports an interprofessional, multi-institutional program for medicine, nursing, allied health, dentistry, and undergraduate sciences, as well as pure research. The building contains approximately 185,000 SF of teaching space and 85,000 SF of advanced biomedical research space, including 400-seat interactive lecture halls, classrooms, wet labs, simulation labs, facilities for the School of Dentistry, and offices for health professionals and faculty from Portland State University and Oregon State University. The project also included 16,000 SF for building support, and underground parking.

The CLSB had three separate owners—OSU, OHSU, and PSU. Each had their own financial processes and procedures, procurement rules, and constituents.

Competing goals included interest in laboratory spaces and research areas while balancing the desire to create a modern architectural landmark for this unified campus. Our skills and teaming sessions identified where priorities aligned and where they needed to be reconciled. We were able to find an optimized solution that met all three agencies needs and wants within the budget and schedule. And we implemented rigorous financial tracking and reporting protocols to keep all grant funding streams in compliance and transparent to stakeholders.

The project utilized integrated project delivery with public and private financing with minority subcontractors providing 14.9% of the contracted work under Otak CPM’s management and achieved LEED Platinum certification. Sustainability strategies included energy savings, green roofs, rainwater harvesting, materials reuse, regional and recycled content, and construction waste recycling.

LOCATION: Portland, OR SIZE: 650,000 SF CONSTRUCTION COST: $295 million CLIENT: Oregon Health & Science University, Oregon University System, Portland State University, Oregon State University, Portland Community College AWARDS:

2014 Project of the Year, Engineering Excellence Award, ACEC ENR Regional Best Projects 2015 Top Project High Performance Building Award, Energy Trust of Oregon 2015 Top Projects, Public Buildings First Place, DJC Oregon 2014 Outstanding Project of the Year, Light Gauge Steel Framing, NW Wall and Ceiling Bureau Top 10 Award, AIA-COTE 2015 Excellence in Concrete, Higher Education, OCAPA Certified LEED Platinum by USGBC

Using Target Value Design (TVD), the team was able to review and model costs in a virtual 3D BIM model and make decisions on building systems with realtime immediate cost feedback, saving the project in excess of $24 million and approximately 10% of the construction budget.

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STAFF AUGMENTATION

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MultiCare Health System An IDIQ contract is a contract of indefinite duration and quantity during which staffing augmentation is provided on either a work order basis or when a client needs an experienced project management consultant supporting their work full time as a member of their team. Presently, Otak CPM provides staff project management services for MultiCare Health System in Tacoma, Washington.

LOCATION: Tacoma, WA SIZE: 300,000 SF CLIENT: MultiCare

The first project completed by Otak CPM was for MultiCare’s Executive Business Support Center. This 7-story concrete building from 1979 was renovated so that MultiCare could fully occupy three floors and partially occupy the others. The 1st floor serves as a common lobby, new café, and upgraded parking. Off-site work required by the City of Tacoma was completed concurrently. The building was kept fully operational for existing tenants during construction.

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OUR OFFICES OREGON Portland Headquarters 808 SW Third Ave. Suite 800 Portland, OR 97204 (503) 287-6825

Salem Off ice 3400 State Street, Suite G-730 Salem, OR 97301

Bend Off ice 1001 SW Disk Drive, Suite 205 Bend, OR 97702

Everett Off ice 2828 Colby Ave. Suite 401 Everett, WA 98201 (425) 493-5221

Vancouver Off ice 805 Broadway Street, Suite 130 Vancouver, WA 98660 (360) 737-9613

WASHINGTON Redmond Off ice 11241 Willows Road NE Suite 200 Redmond, WA 98052 (425) 822-4446

COLORADO Louisville Off ice 371 Centennial Parkway Suite 210 Louisville, CO 80027 (303) 444-2073

Denver Off ice 1444 Wazee Street, Suite 100 Denver, CO 80202 303-444-2073

I cannot overstate the value that the Otak CPM team has brought us with their expertise in budgeting, timeline, planning, communication, and overall management of our projects.

They foster an environment of trust, honesty, and collaboration that permeates throughout the project team.

Mark Mantei, CEO The Vancouver Clinic

TRUSTED ADVISORS FOR HEALTHCARE • OTAK CPM

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503.287.6825 | OTAK.COM | 808 SW Third Avenue, Suite 800 Portland, OR 97204