RO Proposal_Remedy Athens MOB_072425

Page 1


UT HEALTH/ARDENT HEALTH

RO OFFICE

Dallas 1901 Regal Row Dallas, TX 75235

P 214 962 3000

F 214 962 3001

RO & HEALTHCARE

226 + total healthcare projects

39 + total MOB projects

8M + total SF of healthcare projects

July 24, 2025

Kyle Edington, SVP

11100 USA PArkway, Suite 3450 Fishers, IN 46037

Dear Mr. Edington,

At RO, we know that healthcare isn’t just about space, it’s about enabling care to evolve. Like Remedy, we believe that adaptability, integrity, and smart problem-solving aren’t extras, they’re essential. We bring a builder’s grit and a partner’s mindset, because the future of healthcare depends on both.

EXPERIENCED PROJECT TEAM

Our team is not new to the healthcare world—or to working with you. We’re currently partnered with your team on another project in Tomball, Texas, and that experience has only deepened our understanding of your expectations, protocols, and communication standards. We know the pace, precision, and collaboration required to build successfully in healthcare, because we’re doing it with you right now. That familiarity allows us to hit the ground running and deliver a seamless project experience from day one.

COMPREHENSIVE PRECONSTRUCTION APPROACH

Our preconstruction team invests significant time and resources into thoroughly understanding every detail of your project. Through proactive coordination and advanced technology, we develop accurate, transparent budgets and identify value-saving opportunities early. This approach supports informed decision-making, avoids surprises, and creates a clear path to success, financially and operationally.

A STANDARD OF EXCELLENCE

At RO, exceeding expectations is how we operate. With over $1.8 billion in healthcare projects delivered across Texas, we’ve earned a reputation for keeping our word and being a proactive, reliable partner. That proven track record means you can count on us to deliver the UT Remedy Athens MOB with the same care, excellence, and integrity that define who we are.

Thank you for the opportunity and we look forward to the next chapter of collaboration in Athens, Texas.

Sincerely, Rogers-O’Brien Construction

HEALTHPEAK MCKINNEY MOB

We’re building a five-story, 125,000 SF medical office building that’s designed for performance and built for the people who’ll use it every day. The first step of the project starts with building a new parking lot to support the facility. It’ll take the place of an existing employee lot and create direct access to the site.

The MOB will match the look and feel of the surrounding campus while standing out with a distinct design of its own. It’s built to meet LEED Gold standards and will offer outpatient services like imaging, OB-GYN care, and behavioral health, helping Healthpeak expand its reach and impact in McKinney.

PROJECT INFORMATION

LOCATION

McKinney, Texas

TYPE OF FACILITY

Medical Office Building & Garage

CONTRACT VALUE (CURRENT)

$31,509,047

PROJECT SIZE

125,000 SF

COMPLEXITY

Tight site

Active hospital campus

Congruent with another GC project

CAMBRIDGE FRISCO MOB & GARAGE

The RO Dallas team is building a three-story, 85,800 SF medical office building and five-level, 635-space garage, right at the corner of the Dallas North Tollway and Warren Parkway, next to The Star. It’s the first project in Frisco Station’s new Health and Wellness District, and we’re proud to help lay the foundation for what’s next in North Texas healthcare.

The building’s anchor tenants will be Compass Surgical Partners, Orthopedic Institute of North Texas and Lam Vascular & Associates. They will operate a more than 13K SF multispecialty ambulatory surgery center and clinic space.

Completion is set for early Summer 2026.

PROJECT INFORMATION

LOCATION

Frisco, Texas

TYPE OF FACILITY

Medical Office Building & Garage

CONTRACT VALUE (CURRENT)

$26,191,163

PROJECT SIZE

195,328 SF

COMPLEXITY

Neighborhood coordination

Sloped site

Meeting City of Frisco requirements

AOSM MOB & FINISH-OUT

This one’s all about purpose-built care. We’re constructing a single-story, 17,000 SF medical office building focused on sports medicine and orthopedic services for Advanced Orthopedic Sports Medicine (AOSM). The project includes both the core and shell, plus a full interior build-out tailored to the clinic’s needs.

This marks our first project with Remedy Medical Properties, and we’re out to make it a strong start.

PROJECT INFORMATION

LOCATION

Tomball, Texas

TYPE OF FACILITY

Medical Office Building & Interior

Finish-Out

CONTRACT VALUE (CURRENT)

$6,895,235

PROJECT SIZE

17,500 SF

COMPLEXITY

Coordination with specialized vendors Complex spatial planning & zoning

CAMBRIDGE MOB FORT WORTH

RO delivered a 93,376 SF, four-story medical office building and a five-story open precast parking garage for Cambridge Healthcare Properties. Sitting in the heart of Fort Worth’s Medical District on the Texas Health Methodist Hospital campus, the new facility brings together three separate clinics into one efficient, patient-centered location.

Built for Texas Oncology, the center offers comprehensive cancer diagnostic and treatment services under one roof. It features four LINAC vaults for radiation therapy, two CT scanners, one PET/CT scanner, and a dedicated infusion space designed for patient comfort. On-site resources include a full lab, pharmacy, and supportive care services, along with facilities to support ongoing research.

PROJECT INFORMATION

LOCATION

Fort Worth, Texas

TYPE OF FACILITY

Medical Office Building & Garage

CONTRACT VALUE (FINAL)

$34,081,034

PROJECT SIZE

311,159 SF

COMPLEXITY

Co-locating 3 separate clinics into one Tight site

Surrounding area logistics & coordination

FAMILY HEALTH CENTER ON VIRGINIA

RO delivered the 24,174 SF Family Health Center, a two-story ground-up healthcare and community facility in McKinney. Built with a steel structure, metal framing, brick façade, and standing seam roof, the project included both core and shell construction along with a full interior build-out.

The center supports a wide range of services, with general practice exam rooms, dental operatories, and training areas designed to meet the needs of both patients and staff. Each floor has its own intake and waiting area to keep things flowing and create a welcoming experience for visitors. A dedicated children’s play area and a community engagement room reinforce the facility’s focus on families and outreach. Staff spaces, including offices and a break room, were designed with comfort and efficiency in mind.

PROJECT INFORMATION

LOCATION

McKinney, Texas

TYPE OF FACILITY

Medical Office Building

CONTRACT VALUE (FINAL)

$7,486,193

PROJECT SIZE

24,174 SF

COMPLEXITY

Multi-disciplinary clinical integration Neighborhood coordination

ORG CHART

PROJECT LEADERSHIP

PRECON OPERATIONS

PROJECT SUPPORT

Brian McFarlane VP, Business Development
Denis Curtin Director of Precon
Cain Young Project Director
Brandon Young Project Manager
JR Mitchell MEP Specialist
Seth Campbell Safety Director
Scott Thompson Quality Lead
Colt Scherbig VDC Manager
Bryan Cerney Senior Precon Manager
Bob Britton Field Director
Steve Munoz Superintendent
Leon Davis President
TBD Quality Manager
Adam Minter Superintendent (TI)

CAIN YOUNG

PROJECT DIRECTOR

As Project Director at RO, Cain is responsible for the overall management of projects, from initial conception to final delivery. He works closely with the Field Director to ensure that all project objectives are met, including on-time delivery, adherence to budget, and high-quality work. Cain is responsible for allocating resources and managing project risks. He works closely with clients to understand their needs and expectations and work to build and maintain positive relationships. This position works in partnership with the Field Director, sharing ultimate responsibility for the project’s success as measured by overall client satisfaction, on-time delivery, conformance to the project budget, and quality installation of work. Cain has full project authority, within the limits of the established budget and RO’s operating policies, to make decisions regarding overall project direction and performance.

SELECT PROJECT EXPERIENCE

Cambridge Frisco MOB Frisco, TX

Healthpeak McKinney MOB McKinney, TX

LifePath Systems McKinney, TX

BSW Grapevine Women’s OpEx SSWO Grapevine, TX

BSW Grapevine Women’s Renovation Grapevine, TX

BSW Irving 2nd Floor ICU Grapevine, TX

Plaza Medical Center Fort Worth, 3rd Floor Rehab Fort Worth, TX

WellBridge Behavioral Health Hospital Plano, TX

EDUCATION

Master, Building Construction

Auburn University

TRAININGS + CERTIFICATIONS

OSHA 30-Hour

First Aid/CPR

years in the industry

BOB BRITTON

FIELD DIRECTOR

As Field Director at RO, Bob is responsible for overseeing the field operations of projects from start to finish to plan and schedule tasks, develop project plans, monitor progress, manage project resources, and ensure on-time completion while ensuring safety and quality standards are met. He works in partnership with the Project Director, with the ultimate responsibility of successful project delivery. Bob is responsible for ensuring that all field staff are trained and equipped to perform their duties effectively and safely. He also maintains relationships with trade partners and vendors to ensure that all project materials and equipment are available when needed. Bob prioritizes mentorship to develop high-performing teams and foster a positive work environment.

SELECT PROJECT EXPERIENCE

Cambridge Frisco MOB Frisco, TX

Healthpeak McKinney MOB McKinney, TX

Cambridge MOB Rockwall Rockwall, TX

Harris Methodist Southlake Center Southlake, TX

Methodist McKinney Hospital McKinney, TX

Texas Health Rockwall Hospital, TI Rockwall, TX

Universal Kids Resort Hotel Frisco, TX

Novel Turtle Creek Dallas, TX

EDUCATION

Master, Construction Management

Arizona State University

TRAININGS + CERTIFICATIONS

OSHA 30-Hour

First Aid/CPR

BRANDON YOUNG

PROJECT MANAGER

Brandon’s duties include overarching responsibility for all jobsite construction activities including project cost control; oversight of labor, material and equipment cost reports and budgets; all project correspondence; coordination and evaluation of all changes in the scope of work; and preparation of the master job schedule. Brandon is the primary RO representative on the jobsite charged with the owner, architect and consultants. He has a highly developed understanding of the RO systems for project control and standards of quality.

SELECT PROJECT EXPERIENCE

Highland Park UMC Family Activity Center Dallas, TX

Novel Turtle Creek Dallas, TX

Canopy by Hilton Dallas Uptown Dallas, TX

Ardan West Village Dallas, TX

UNT Eagle Landing Dining Hall Denton, TX

Texas Health Rockwall Hospital, TI Rockwall, TX

Universal Kids Resort Hotel Frisco, TX

Novel Turtle Creek Dallas, TX

TRAININGS + CERTIFICATIONS

OSHA 30-Hour

First Aid/CPR

STEVE MUNOZ

SENIOR SUPERINTENDENT

As Senior Superintendent, Steve works closely with the Project Manager to develop an overall project performance plan and construction schedule. His duties include overseeing planning, organizing, supervising, and safety of all onsite personnel including all trade partners and their employees. He is directly responsible for the day-to-day activities in the field and the overall quality assurance and safety performance on the project. Steve assures conformance to plans and specifications through monitoring, scheduling, labor production, trade partner performance, and testing requirements.

SELECT PROJECT EXPERIENCE

Cambridge Frisco MOB Frisco, TX

Cambridge MOB Fort Worth McKinney, TX

Lacy Lakeview MOB Rockwall, TX

Highland Park UMC Family Activity Center Dallas, TX

Methodist McKinney Hospital McKinney, TX

The Westin Dallas Southlake Hotel Southlake, TX

AC Hotel Waco Downtown Waco, TX

TSTC Waco Construction Technologies Center Waco, TX

EDUCATION

A.S. Construction Management

Texas State Technical College (TSTC)

TRAININGS + CERTIFICATIONS

OSHA 500-Hour, 30-Hour

First Aid/CPR

Superintendent Academy

CSSS

SWPPP

CSHO

ADAM MINTER

SUPERINTENDENT (TI)

As Superintendent, Adam works closely with the Project Manager to develop an overall project performance plan and construction schedule. His duties include overseeing planning, organizing, supervising and safety of all on-site personnel including all trade partners and their employees. He is directly responsible for the day-to-day activities in the field and the overall quality assurance and safety performance on the project. Adam assures conformance to plans and specifications through monitoring, scheduling, labor production, trade partner performance, and testing requirements.

SELECT PROJECT EXPERIENCE

Healthpeak McKinney MOB McKinney, TX

Highland Park UMC Family Activity Center Dallas, TX

Highland Park Presbyterian Church Dallas, TX

Highland Park UMC Family Activity Center Dallas, TX

PCBC Childrens Pleitz First Floor Renovations Dallas, TX

PCBC Childrens Renovations, Phase II Dallas, TX

Upperroom Dallas Dallas, TX

Verily 2999 Olympus TI Dallas, TX

TRAININGS + CERTIFICATIONS

OSHA 30-Hour

First Aid/CPR

CEF Supervisory Training

C1 Respirable Crystalline Silica

Awareness

SWPPP

years in the industry

VP, BUSINESS DEVELOPMENT BRIAN MCFARLANCE

Brian is responsible for developing and strengthening new relationships with our clients, design professionals, real estate developers, and others involved in the planning and implementation phases of the project.

DIRECTOR OF PRECONSTRUCTION

DENIS CURTIN

Denis has over 30 years experience in estimating, purchasing, and has produced a great working relationship with the trade partner community. These relationships produce responsive and competitive bids. Denis is involved with a project from the design phase and is involved in budget development and value management throughout the life of the project.

SENIOR PRECON MANAGER BRYAN CERNEY

Bryan leads the bidding process through the preparation of conceptual budgets, detailed estimates, cost studies, value options, and competitive bidding. Bryan supervises the solicitation of trades regarding bid invitations, pricing, addenda and tender/bid closings; supervises quantity take–offs and is crucial to the trade partner vetting and qualification/selection process.

SELECT PROJECTS

Cambridge Frisco MOB Frisco, Texas

Healthpeak McKinney MOB McKinney, Texas

Texas Health Rockwall Hospital Rockwall, Texas

LifePath Systems McKinney, Texas

SELECT PROJECTS

Cambridge Frisco MOB Frisco, Texas

Healthpeak McKinney MOB McKinney, Texas

Cambridge MOB Fort Worth Fort Worth, Texas

Family Health Center of Virginia Dallas, Texas

SELECT PROJECTS

Cambridge Frisco MOB Frisco, Texas

Healthpeak McKinney MOB McKinney, Texas

Family Health Center of Virginia Dallas, Texas

LifePath Systems McKinney, Texas

STAFFING PLAN

See Attachment ‘H’. Complete the matrix and insert into this section. Please make sure you provide all of the applicable information.

UT Athens Remedy MOB

It should be noted that the Team Members are the ones that you propose for this project and the project list needs to match exactly your list of relevant projects

PROJECT REPORTING HEALTHPEAK

MCKINNEY

MOB EXAMPLE REPORT

PLEASE “ADDITIONAL INFORMATION” SECTION FOR FULL REPORT.

JUNE PROGRESS REPORT

GENERAL INFORMATION

Core & Shell Construction Progress is nearing completion this month.

Major remaining activities completed this month include the Stairwell Smoke Pressurization System, which required a full collaboration with the Design Team and Trade Partners to ensure the design intent meets the needs of the Fire Department and Commissioning Agent.

The building’s elevators completed inspections over the course of the last few weeks. The freight elevator was formally used in “construction use” prior to the formal turnover of the elevators late this month. This allowed Tenant Interiors Construction Activities to utilize one of the elevators for material handling purposes for upper levels in which materials were not in-hand prior to the closing in of the leavout areas on each level in early May.

Solid surface wall panels along with adjacent wood paneling were installed after the elevators were operational. The main first floor lobby ceilings were also completed after finishing scope associated with Levels 2-5. The main sliding doors were formally energized and connected to access control. The green wall located at the intersection of the two main corridors on Level 1 was installed at the end of this month to avoid damages from construction activities. Touch-up painting and final cleaning commenced at the end of the month in preparation for final inspections and punchlist creation.

Remaining site activities concluded this month. Landscaping, pavement markings, and the dumpster enclosure were all fully completed this past month. Exterior City inspections were completed and a final punchlist from the City and Design Team has been issued, which is in the final stages of completion.

Final Mechanical, Electrical, and Plumbing City Inspections were successfully completed. Certificate of Occupancy related inspections along with final Building and final Fire inspections are near completion at the end of this month. The Elevator final inspections were successfully completed the last week of this month.

Pre-punchlist activities are concurrently being completed. This will reduce the number of punchlist items needed when the formal walk is completed with Ownership on July 1.

SAFETY

Provide a summary of your firm’s safety program and summary of program’s success for the past 3 years. Include your company’s EMR.

A PROACTIVE APPROACH

In the inherently high-risk construction industry, where accidents can happen, RogersO’Brien has taken a leadership role in revolutionizing safety practices. Understanding the reality of these risks, we’ve significantly focused on reducing Serious Injury & Fatality (SIF) events over the last two years. Our enhanced safety management systems are specifically designed to handle high-risk work, with a clear definition of SIF as events likely to result in death or long-term injury. This focused approach has successfully decreased both actual and potential SIF incidents from 2022 to 2023.

SAFETY STARTS WITH ME

‘Safety Starts With Me’ is a core value at RO, and we always prioritize safety above all else. All of our projects have site-specific safety plans and dedicated RO safety personnel assigned as part of the team. Our comprehensive training programs teach project teams and trade partners safety best practices and proactive strategies to minimize the risk of accidents. RO has consistently maintained a TRIR (Total Recordable Incident Rate) score below the industry average, indicating a higher level of safety compared to most general contractors.

INNOVATING FOR A SAFER TOMORROW

Recognizing the intense demands and dangers of construction work, especially in challenging environments like the Texas heat, we introduced VigiLife’s SafeGuard® – a groundbreaking health and safety platform. This system uses advanced sensors to monitor and preemptively address heat-related health threats in real time, offering a vital layer of protection for our workers.

COMMITMENT TO SAFETY EDUCATION & LEADERSHIP

In 2024 we launched the RO SIF Academy, focusing on high-risk activities with hands-on, interactive training. By providing realistic scenarios, we aim to empower our workers with the knowledge and skills to work safely. Furthermore, our transition from hard hats to helmets is a testament to our commitment to evolving safety standards, always prioritizing the protection of our most valuable asset — our people.

National Construction Safety Excellence Award Place 2022 & 2024

STEP Award Diamond STEP National Safety Award 2022-2024 NATIONALLY RECOGNIZED

LOCAL SUB PARTICIPATION

A STRONG DFW PRESENCE

Founded in Dallas in 1969, Rogers-O’Brien has deep roots in the DFW Metroplex. We maintain long-standing involvement with local industry organizations such as TEXO and ASA North Texas, and have built strong, trusted relationships within the regional subcontractor community. Currently, RO is constructing 17 projects in the area, totaling over $1.5 billion in contract value. RO has built strong, long-standing relationships with local subcontractors and suppliers (we call them trade partners) in this market for over five decades. Through our experience delivering many Healthcare projects across Texas, we’ve cultivated a specialized network of trade partners with the expertise required to meet the unique demands of this sector.

RO sources trade labor primarily from the greater DFW Metroplex, including Dallas, Tarrant, Collin, and Denton counties. Thanks to our long-standing presence in the region since 1969, we have built deep relationships with a trusted network of subcontractors and tradespeople throughout North Texas. Depending on project needs and workforce demand, we also draw support from surrounding areas such as Sherman, Gainesville, Waxahachie, and even as far as Waco or East Texas when necessary.

BIDDING & AWARDING TRADE CONTRACTS

QUALIFICATIONS & SELECTION

At RO, picking the right trade partners isn’t just a box to check, it’s a critical step in making the project a success. With deep roots in the DFW market and strong relationships across every trade, we build our teams with proven partners who know this work and know how to deliver.

For this project, we’ll draw from our extensive prequalified database, curated for quality, capability, and producttype experience. We combine that with broad market outreach to ensure a competitive process and strong local participation.

Here’s how we do it:

Smart Sourcing: We compile a targeted list of trade partners by scope—focusing on those with the right experience, manpower, and track record.

Clear Communication: Bid invitations go out through our web-based system to ensure full visibility for suppliers, manufacturers, trade partners, and associations.

Detailed Distribution: All plans, specs, and addenda are shared electronically to keep everyone working off the same set of documents.

Thorough Evaluation: Our preconstruction and operations teams review every proposal—not just on cost, but also on execution plans, schedule strength, past performance, safety record, and financial stability. Informed Recommendations: We present qualified, competitive options to the owner for review—complete with insight into team availability and long-term reliability, including warranty responsiveness.

Once the scope is fully vetted and complete, selected bids are incorporated into the final estimate. This process helps us lock in accurate numbers, reduce risk, and ensure every trade partner on-site is up to the RO standard.

CONTRACTOR QUALIFICATION STATEMENT

INSURANCE

CERTIFICATE OF LIABILITY INSURANCE

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

AFFORDING COVERAGE

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

10,000,000

100,000 5,000 10,000,000 10,000,000

1,000,000 1,000,000 1,000,000

Additional Insured forms #1170, #1139, #1140, and #1184 apply to the General Liability policy.

Waiver of subrogation form #205 applies to the General Liability policy.

Primary & Non-Contributory form #933 applies to the General Liability policy (see paragraph D).

Additional Insured forms #CNA63359 04/12 apply to the Auto Liability policy.

Waiver of subrogation form #CNA63359 04/12 applies to the Auto Liability policy.

Primary & Non-Contributory form #CNA71527 10/12 applies to the Auto Liability policy.

See Attached...

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

08 PROJECT SCHEDULE

PROJECT SCHEDULE

PROPOSED SCHEDULE

RO is confident in our ability to meet the proposed 13-month schedule. To achieve this, it will be important for the project team to perform both the core and shell work concurrently with the interior construction. This delivery approach allows us to maintain schedule efficiency. However, due to logistical considerations specific to the Athens location, we do not recommend committing to a timeline shorter than 13 months.

Please see the preliminary schedule on the following pages.

UT Health Athens MOB Core Shell PROJECT SCHEDULE

UT Health Athens MOB Core & Shell

August2026-ALLOTTED WEATHER DAYS

September2026-ALLOTTED WEATHER DAYS

October2026-ALLOTTED WEATHER DAYS

/ DESIGN

Procurement

Concreteand Reinforcing-SubmittalPreparation ConcreteandReinforicng-A/EReviewandApproval ConcreteandReinforcing-Procurement

StructuralSteel-Fabrication

TPORoofing-SubmittalsPreparation

TPORoofingSubmittals-A/EReview/Approval

TPORoofing Procurement

ExteriorGlass-SubmittalPreparation

HMDoorFrame-SubmittalPreparation

DoorsandHardware-SubmittalPreparation

ExteriorGlassSubmittals-A/EReview/Approval

HMDoorFrameSubmittal-A/EReview/ Approval

ExteriorGlass-Procurement

HMDoorFrame-Procurement

DoorsandHardwareSubmittal-A/EReview Approval

DoorsandHardware-Procurement

DIV 09 - FINISHES

Flooring-SubmittalsPreparation

Paint /Wallcoverings-SubmittalsPreparation

Paint/ WallcoveringsSubmittal-A/EReview/Approval

FlooringSubmittal-A/EReview/Approval

Paint/Wallcoverings-Procurement

Flooring -Procurement

DIV 14 - CONVEYING EQUIPMENT

DIV 21 - FIRE SUPRESSION

ElevatorsSubmittals-Preparation

ElevatorsSubmittals-A/EReview/Approval

Elevators-Procurement

FireSprinklerSystem-SubmittalPreparation

FireAlarmSystem-SubmittalPreparation

FireSprinklerSystem-A/EReview/Approval

FireAlarmSystem-A/EReview/Approval

Fire SprinklerSystem-Procurement

FireAlarmSystem-Procurement

23 -

HVAC Submittals-Preparation

HVAC Submittals-A/EReview/Approval

HVAC Equipment -Procurement

Electrical/ LightingSubmittals-Preparation

Electrical/LightingSubmittals-A/EReview/Approval

Electrical/ Lighting-Procurement

VDC / BIM COORDINATION

/ Roof

PreconMeeting/ScopeAlignment

RPLSBoundarySurvey

EstablishControl

BldgLocation Verification

GridIntersectionLayout forTrades

RPLSFormBoardSurvey(If Needed)

Site-Mobilize / SWPPP

Site-MassExcavation Grading

Site-WaterUtilities

Site-RunPrimaryPowerFeeders(BYOTHERS)

Site-InstallStorm

Site-SetTransformers(BYOTHERS)

Site -RunSecondaryPowerFeedersfromTransformerto Bldg

Site-PullWireforPrimaryPowerFeeders(BYOTHERS)

Site-InstallDomesticWater

Site-PullWireforSecondaryPowerFeeders

Site-InstallSanitary

Site-WaterLinesforFire

Site -FireLane

Site -UGStormDetention

Site -Lighting

Site-RemainingPaving

Site-AVAdeckWalkwaysandCovers

SiteworkComplete

MOB-SIdewalksandRamps Landscaping Site-MoistureConditioning

Pad-BuildingPad

StructureSpreadFootingsforColumns

Structure-PerimeterTiltWallFootingsandElev. Pit

Structure-UnderslabPlumbing/Elec

Structure-Form/ PourSlabonGrade

Form PourTiltWallPanels

Structure-Form/Pour/Erect TiltWall-DumpsterEnclosure

ErectTiltWallPanels

Structure-ErectSteel-Sequence01

Structure-Erect Steel-Sequence02

Structure-Level02-PrepandPourSOMD

Structure-ErectSteel-Sequence03

Structure-Erect Steel-Sequence04

Structure-Level03-Prepand PourSOMD

Structure-ErectSteel-Sequence 05

Structure-ErectSteel-Sequence06

Structure -Erect DriveUnderCanopy

ExteriorGlazing-East

ExteriorTex-CotePaintFinish-East

ExteriorGlazing-South

ExteriorTex-CotePaintFinish -South

EntryCanopyFraming/ Sheathing

EntryCanopy-TPORoofing

EntryCanopy-SoffitandFinishes

ExteriorGlazing-West

ExteriorTex-CotePaintFinish-West DumpsterEnclosureFinishes-West

ExteriorGlazing-North

ExteriorTex-CotePaintFinish-North

Roof-Deckingand Detailing Roof -RooftopBlockingandCurbs

-TPORoofing

-Set RTUs

-Startup TestingRTUs

Layout -Level01

REMEDY CONTRACT FORM

REMEDY CONTRACT FORM CONTRACT AGREEMENT

Consistent with our previous engagement with Remedy, we find the contract agreement acceptable. As part of that prior collaboration, Rogers-O’Brien updated our Commercial General Liability (CGL) coverage to meet the $10 million requirement and added an additional $10 million in Umbrella coverage. We also aligned the subcontractor insurance requirements with our standard terms, reflecting $1 million/$2 million in CGL coverage and a $3 million Umbrella policy.

ADDITIONAL INFORMATION

GENERAL CONDITIONS & BILLING

EXHIBIT F

EXHIBIT F

RATES

BILLING RATES*

General Contractor:______________________________________

Project Superintendent(s)

Assistant Superintendent(s)

Field Engineer

Project Executive

Legal (Basic Service)

Project Manager

Preconstruction Manager

Safety Manager

Administrative Assistant

Mech/Elec Coordinator

Project Engineer

$_______ /HR

$_______ /HR

$_______ /HR

$_______ /HR

$_______ /HR

$_______ /HR

$_______ /HR

$_______ /HR

$_______ /HR

$_______ /HR

$_______ /HR __________________

$_______ /HR

$_______ /HR

*Rates shall be inclusive of taxes, insurance, contributions, assessments and benefits required by law or collective bargaining agreements and, for personnel not covered by such agreements, customary benefits such as sick leave, medical and health benefits, holidays, vacations and employer retirement contributions, but not bonuses. Rates shall not be adjusted or modified during the course of the project.

Rogers-O'Brien Construction

ESTIMATE OF COSTS

D-1

SITE &

ESTIMATE OF COSTS

EXHIBIT D-1

General Conditions

Project general conditions in the GMP will be established as a lump sum amount, with actual general conditions costs not tracked. Any overrun shall be the responsibility of the General Contractor. Any savings shall accrue to the General Contractor.

Preconstruction Phase: $___42,878_______

Construction Phase: $_ 977,785 ______

Total General Conditions: $__1,020,663____

General Requirements - As defined in Exhibit C

Project general requirements in the GMP will be established as a not-to-exceed amount, with actual general requirements costs tracked. Any overrun shall be the responsibility of the General Contractor Any savings shall accrue to the Owner.

Total General Requirements: $__ 733,454_______

General Contractor Fee

The General Contractor fee proposed for this project is __3___%, with all post GMP buyout and project cost savings retained by the Owner.

General Contractor Fee for Change Orders

General Contractor’s fee adjustments (add or deduct) will be at the same percentage level proposed as the base General Contractor Fee

General Contractor Contingency

The suggested level of General Contractor contingency allowance for this project is __2___%. Actual cost draws against this value shall be mutually agreed upon by the Owner and General Contractor. All unspent General Contractor contingency allowance shall be credited to the Owner.

General Liability Insurance

The General Liability Insurance fee proposed for this project is _0.80__%.

Subcontractor Bonds

The anticipated subcontractor bonding based on the Remedy contract template is _1.25__%.

Weather Days

The proposed project schedule includes _19___ weather days.

ALTERNATES

ESTIMATE OF COSTS

EXHIBIT D-2

EXHIBIT D-2

PRELIMINARY TI COST OPINION PROGRAM SPACE

Clinic $__180 / SF___ _240 / SF____

General Conditions (TI) – As defined in Exhibit E

Project general conditions in the GMP will be established as a lump sum amount, with actual general conditions costs not tracked. Any overrun shall be the responsibility of the General Contractor. Any savings shall accrue to the General Contractor.

Preconstruction Phase: $__10,719_______

Construction Phase: $__337,270 ______

Total General Conditions: $__347,989_______

General Requirements (TI) - As defined in Exhibit E

Project general requirements in the GMP will be established as a not-to-exceed amount, with actual general requirements costs tracked. Any overrun shall be the responsibility of the General Contractor. Any savings shall accrue to the Owner.

Total General Requirements: $_57,016_________

General Contractor Fee

The General Contractor fee proposed for this project is _3____%, with all post GMP buyout and project cost savings retained by the Owner.

General Contractor Fee for Change Orders

General Contractor’s fee adjustments (add or deduct) will be at the same percentage level proposed as the base General Contractor Fee

General Contractor Contingency

The suggested level of General Contractor contingency allowance for this project is _2____%. Actual cost draws against this value shall be mutually agreed upon by the Owner and General Contractor. All unspent General Contractor contingency allowance shall be credited to the Owner.

General Liability Insurance

The General Liability Insurance fee proposed for this project is _0.80__%.

03.08.99-000Spot Footing -Interior Columns 8'-6" x 8'-6" x 24"18.00ea$1,574.59/ea$28,343

03.08.99-000Thickened

03.08.99-000Thickened Slabs under Stair CMU Walls16.00cy$177.78/cy$2,844

03.11.60-000Perimeter

33.11.13-010Site

03.08.99-000Spot Footing -Interior Columns 8'-6" x 8'-6" x 24"18.00ea$1,569.06/ea$28,243

03.08.99-000Thickened Edge Slab on Grade71.00cy$177.15/cy$12,578

03.08.99-000Thickened Slabs under Stair CMU Walls16.00cy$177.15/cy$2,834

UT Health Athens MOB

Core & Shell

Clarifications & Assumptions

July 24, 2025

The following is a list of bid clarifications and assumptions to be included with our proposal.

Division 1 – General Requirements

1. Our proposal is based on Preliminary Pricing Package documents by Baker Barrios Architects dated July 7, 2025.

a. Shell Building Narrative dated July 16, 2025

2. The proposed schedule is dependent upon the issuance of a building permit and the execution of a signed contract between Rogers-O’Brien Construction and the Owner.

3. Project is based on a construction schedule of 56 weeks. We may need 14 months based on weather delays. We will not ask for costs related to additional weather days but do ask for grace period regarding the possible liquidated damages.

4. Pricing is based on a combination of historical data on similar projects and input from Major Trades and is considered reasonably accurate for budget purposes. Specific descriptions for some items are provided only for the purpose of establishing a general idea of the systems included for the unit price specified.

5. Please see detailed attached budget for quantities and scope included.

6. We exclude all price escalation due to potential tariffs. Pricing will be valid only as long as the supplier/subcontractor allows for.

7. Building Permit is included based on October 1, 2023, City of Athens, TX, Permit Fee Schedule.

8. Sales tax is included.

9. Builders Risk is included.

10. Includes a Contractor Contingency of 2%.

11. Includes escalation of 3% to start of construction buy-out.

12. Tenant Improvements budget is based on Rogers-O’Brien completing this scope.

13. Price excludes all costs for impact fees; inspection fees; city maintenance bond fees; pro-rata charges; utility connection and/or meter fees, etc.; and all other such costs customarily paid for by the Owner.

14. Price excludes Performance and payment bonds.

15. Price excludes architectural and engineering design fees.

16. Testing laboratory services are excluded, but we will coordinate as required during construction.

Cost of Work

1. Price excludes cost impacts relative to damage, repairs, modification, or relocation of any existing underground infrastructure and/or other concealed conditions not specifically shown on the project documents.

2. Price excludes the removal, remediation, or transportation of any unknown contaminates on the job site, including environmental/asbestos surveys.

3. OTIS Gen3Edge Elevator is included with the Snap Cab Finishes. The Gen3Edge Elevator is required in order to include the Snap Cab Finish selection.

4. Excludes ERRS System. See Add Voluntary Alternate below.

5. Excludes FARS System.

Base Bid Alternates (includes overhead and profit)

1. MOB Option 02 – Add to MOB Option 01 priced as Base Bid. Add $ 567,176

Voluntary Alternates (includes overhead and profit)

1. Add ERRS System and Test Add $ 113,520

2. Provide Aluminum wire for feeders 100A and above. Deduct $ 61,620

BUDGET CONTROL

APPROACH TO COST CONTROL

RO utilizes our depth of 56 years in business with the local trade markets to ensure that estimates related to the markets are refreshed and confirmed to meet anticipated cost at the time of writing trade partner contracts. Throughout the initial budgeting efforts, bid strategies and materials are developed and confirmed based on the market conditions related to methods and means to align to the volatility of the markets and achieve best value for the project.

OWNER OPTIONS

We deliver options throughout the preconstruction and bid process that allows engagement of choice based on pricing options related to systems, materials and design to deliver each project that best fits the needs of the budget. This includes tracking items under consideration along with their estimated values, sorted into categories of accepted, declined or in review. This dynamic tool showing running totals is shared with the project team to indicate the targeted budget, value of accepted value options and the remaining balance to reach the targeted budget.

BIM FOR ACCURATE PRICING

We use BIM to get all project participants on the same page, making the same assumptions, to eliminate excessive contingencies and obtain more accurate pricing from suppliers in early design stages.

MARKET PRICING

A mix of negotiated and hard-bid procurement methods helps us stay current with market pricing trends. Self-performing a significant amount of concrete construction and purchasing all concrete materials has enabled us to develop a comprehensive in-house database of concrete costs for all project types and applications. This allows us to compete with and validate trade partner pricing.

MONITORING & TRACKING

Once subcontracts have been awarded and the work is underway, we monitor and track costs using the standard schedule of values format in our Project Management software system, which is also included in our monthly pay applications.

CHANGE ORDER MANAGEMENT

SUMMARY

WHILE THE INITIAL COSTING TAKES PLACE DURING DESIGN, WE USE THE SAME TECHNOLOGY & PROCESSES TO MAINTAIN CONTROL OF THE BUDGET DURING CONSTRUCTION.

At RO, we believe change orders shouldn’t come as a surprise. We take the time upfront to carefully scope trade partner proposals, so we know exactly what’s included, and what’s not. That level of detail helps us buy out the right partners with the right scope, delivering the best value without the guesswork. Our stance is simple: change orders should only happen when the owner changes the scope. If something comes up, we vet it thoroughly. We check the pricing, confirm it’s fair, and make sure it aligns with the actual request. Every change is logged, tracked, and submitted to the owner and project team for timely review—so schedule and cost impacts stay under control.

MISCELLANEOUS

1. Identify any joint venture partners who will participate in this project. No, RO will have not have a joint venture partner on this project.

2. Identify bonding company and capacity (single project and aggregate) and remaining capacity available at this time.

BONDING COMPANY CONTACT

Kevin Patton

Hartford Fire Insurance Company 3000 Internet Drive, Suite 600 Frisco, TX 75034 kevin.patton@thehartford.com

Please see end of this section for Surety Letter.

3. List all self-performed work categories. Rogers-O’Brien has the expertise and resources to self-perform work, bringing greater control over schedules and quality to our projects – ultimately saving owners time and money. During preconstruction, we evaluate scopes of work where self-perform adds value to the project, ensuring cost competitiveness by providing an in-house estimate alongside bids from trade partners. Our internal teams of carpenters and laborers not only ensure labor availability but also set standards for safety and quality on the job site. To streamline project timelines, elevate quality, and optimize overall project efficiency, RO can provide a range of service-perform services as needed for your project.

RO’s self-perform services include but are not limited to demolition, concrete work, rough carpentry, doors, frames and hardware, layout and surveying, general and safety labor, finish carpentry, and cleanup.

4. List any collective bargaining agreements to which your firm is a signatory. No, RO has no collective bargaining agreements.

5. Provide information regarding any litigation in the last 5 years. PAST 5 YEARS

Cause No. DC-24-08972 14th Judicial District Court of Dallas County, Texas

Black Market Investments, LLC vs. Rogers-O’Brien Construction Company, LLC et.al.

Nature of Claim: Breach of Contract

Outcome: Settled in mediation

Cause No. 4:24-cv-01308 US District Court for the Southern District of Texas

Anthony Harding vs. Henri Kumwenda et. Al.

Nature of Claim: Auto accident adjacent to Rogers-O’Brien project site

Outcome: Settled by insurance carrier

Cause No. D-1-GN-24-006006 In the 201st Judicial District Court, Travis County, Texas

1300 East 5th St. (Austin) Owner, LLC v. Rogers-O’Brien Construction Company

Nature of Claim: Claims for Delay Damages

Outcome: Settled in mediation

Cause No. CC-24-02930-D County Court of Law No. 4 of Dallas County, Texas

Mauricio Jasso Ortiz vs. Calhar Construction, Inc. and Rogers-O’Brien Construction Company, LLC

Nature of Claim: Premises Liability / Negligence.

Outcome: Summary judgment for Rogers-O’Brien

Cause No.: D-1-GN-23-003652 200th Judicial District Court of Travis County, Texas

Luis Enrique Rodriguez vs. Power Design, Inc., and Rogers-O’Brien Construction Company, LLC

Nature of Claim: Premises Liability / Negligence.

Outcome: Summary judgment for Rogers-O’Brien

Cause No.: CC-19-00837-C County Court of Law No. 3 of Dallas County, Texas

Esteban S. Alvarez vs. Venture Commercial Real Estate, LLC., et.al.

Nature of Claim: Premises liability claim for personal injury made against the Owner for an accident that occurred after RO completed and turned over the project.

Outcome: Settled by insurance carrier

Cause No.: 416-05801-2022 416th Judicial District Court of Collin County, Texas

Simon Kugelstadt vs. K-N Ventures, Inc., et.al.

Nature of Claim: Premises Liability / Negligence.

Outcome: Settled by insurance carrier

Civil Action No.: 5:20-cv-590-FB US District Court Western District of Texas, San Antonio Division

Rogers-O’Brien Construction Company, LLC v. Microsoft Corporation

Nature of Claim: Recovery of delay expenses incurred because of Owner’s Vendor caused delays.

Outcome: Resolved in mediation.

Cause No. D-1-GN-20-006563 419th Judicial District Court of Travis County, Texas

Jose Robledo v. Rogers-O’Brien Holdings, Inc.

Nature of Claim: Premises Liability / Negligence

Outcome: Settled by Subcontractor’s insurance carrier.

6. Provide volume of work in progress, volume completed each of the last 3 years, volume and number of starts last year, and volume and number of starts this year.

7. Provide at least (3) three references for similar healthcare projects.

PRELIMINARY LOGISTICS PLAN

Dumpsters

JUNE PROGRESS REPORT

GENERAL INFORMATION

Core & Shell Construction Progress is nearing completion this month.

Major remaining activities completed this month include the Stairwell Smoke Pressurization System, which required a full collaboration with the Design Team and Trade Partners to ensure the design intent meets the needs of the Fire Department and Commissioning Agent.

The building’s elevators completed inspections over the course of the last few weeks. The freight elevator was formally used in “construction use” prior to the formal turnover of the elevators late this month. This allowed Tenant Interiors Construction Activities to utilize one of the elevators for material handling purposes for upper levels in which materials were not in-hand prior to the closing in of the leavout areas on each level in early May.

Solid surface wall panels along with adjacent wood paneling were installed after the elevators were operational. The main first floor lobby ceilings were also completed after finishing scope associated with Levels 2-5. The main sliding doors were formally energized and connected to access control. The green wall located at the intersection of the two main corridors on Level 1 was installed at the end of this month to avoid damages from construction activities. Touch-up painting and final cleaning commenced at the end of the month in preparation for final inspections and punchlist creation.

Remaining site activities concluded this month. Landscaping, pavement markings, and the dumpster enclosure were all fully completed this past month. Exterior City inspections were completed and a final punchlist from the City and Design Team has been issued, which is in the final stages of completion.

Final Mechanical, Electrical, and Plumbing City Inspections were successfully completed. Certificate of Occupancy related inspections along with final Building and final Fire inspections are near completion at the end of this month. The Elevator final inspections were successfully completed the last week of this month.

Pre-punchlist activities are concurrently being completed. This will reduce the number of punchlist items needed when the formal walk is completed with Ownership on July 1.

SAFETY

No recorded incidents occurred this month. Continued focus on protection of completed work.

SUBCONTRACTORS ON-SITE

- Humphrey & Associates – 11 workers onsite

- Oak Cli: Glass- 8 workers onsite

- Carrco Painting- 6 workers onsite

- Galindo & Boyd- 4 workers onsite

- Anton Cabinetry- 4 workers onsite

- American Terrazzo- 3 workers onsite

- TD Industries- 3 workers onsite

- Alpha Insulation & Waterproofing- 3 workers onsite

- Drywall Interiors- 4 workers onsite

- The Door Frame & Hardware Company- 2 workers onsite

- Walker Engineering- 3 workers onsite

- Redden Concrete – 12 workers onsite

- Coda Clean- 4 workers onsite

- AA Landscape- 10 workers onsite

- Schindler Elevator- 4 workers onsite

- Marek Brothers Systems- 4 workers onsite

- Centennial Moisture Control- 2 workers onsite

- JDS Pavement Markings- 4 workers onsite

CONSTRUCTION MILESTONES

- Generator Inspection Completion- 6/4

- Final Plumbing Inspection Completion- 6/10

- Final Irrigation/Landscaping Inspection Completion- 6/12

- City Engineering Walkthrough Inspection- 6/12

- Final Mechanical Inspection Completion- 6/13

- Final Electrical Inspection Completion- 6/18

- Elevator Car 1 Construction Use Available- 6/19

- SPF Preliminary Testing Started- 6/20

- SPF Final Testing Completion by Cx Agent- 6/24

- Elevator Inspections Complete- 6/26

WORK PROGRESS BY DIVISION

03 – CONCRETE

- City Inspection Punchlist Items

- Remaining miscellaneous concrete throughout site

- Vapor Barrier Installation on Level 1 Unfinished Areas

04 – MASONRY

- Pre-punchlist items

- Remaining stone veneer installation at interior vestibule

05 – METALS

- Completion of Main Canopy Panels

06 – WOOD, PLASTICS AND COMPOSITES

- Vanities Millwork in Restrooms

- Solid Surface Panels in Core/Shell Corridors

- Wood Panelling in Core/Shell Corridors

07 – THERMAL AND MOISTURE PROTECTION

- Pre-Punch items

- Building Envelope Commissioning items

08 – OPENINGS

- Sliding Door at Main Entrance Completion

- Pre-Punch Items

- Installation of Glass Doors in Level 1 Lobby

- Terrazzo Completion

- Toilet Partitions/Accessories Completion

- Touchup/Pre-Punch Items

- Photoluminescent Tape at Stairwells

- Painting of Exterior Metals

- Final Cleaning 10 – SPECIALTIES

- Mailroom Millwork Completion

- Fire Extinguisher Cabinets & Extinguishers

– EQUIPMENT - Roller Shades

- Elevator Turnover

- Finish Trim

- Final Inspections 22 – PLUMBING

- Fixtures/Trim

- Final Inspections

23 – HVAC

- Finish Trim

- Coordination for Final Equipment Startup

- Final Inspections

- SPF Commissioning/Startup/Testing 26 – ELECTRICAL

- Finish Trim

- Coordination for Final Equipment Startup

- Final Inspections

- Telecom Pathway between MOB’s

- Fire Alarm Testing

- Completion of Core/Shell IT Rooms

- Installation of Touchsource Digital Directories

- Completion of Pavement Markings, Wheel Stops, ADA Signage

- Final Landscaping & Site Furnishings

33 – UTILITIES

PROGRESS PHOTOS

0 PCOs12,15&16 Approved Synced Yes

6/26/2024 7/29/2024

006 0 PCO17-20,22 Approved Synced Yes $436,093.52 8/19/2024 10/1/2024

007 0 PCOs21,23,26, 27 Approved Synced Yes $80,867.95 10/17/2024 12/16/2024

008 0 PCCO24,25,28,32-36 Approved Synced Yes $152,966.08 12/16/2024 1/17/2025 1/29/2025

009 0 PCOs29,31,38,39&42 Approved Synced Yes $18,978.83 1/27/2025 2/21/2025 2/14/2025

PCO#012,PCO#015,PCO#016

PCO#017,PCO#018,PCO#019,PCO#020 PCO#022

PCO#021,PCO#023,PCO#026,PCO#027

PCO#024,PCO#025,PCO#028,PCO#033 PCO#032,PCO#034,PCO#035,PCO#036

PCO#029,PCO#031,PCO#038,PCO#039 PCO#042 010 0 PCOs40,41,43,44,&46

PCO#040,PCO#041,PCO#043,PCO#044 PCO#046

CONTINGENCY USE LOG

OriginalContingency:893,304$

00150%BuyouttoContingency00502159,584.05$ 1,052,888.05$

002RelocateConstructionEntrance00703(1,100.00)$ 1,051,788.05$

003BuildingPermitFeeOverage00904(27,193.50)$ 1,024,594.55$

004LimeStabilizationAdd01104(24,290.37)$ 1,000,304.18$

005TemporaryConstructionRoute01304(53,475.19)$ 946,828.99$

006RevisedVEforRTU/ERV01404(24,300.00)$ 922,528.99$

007PierDrillingReconciliation018065,817.52$ 928,346.51$

008HydrovacExcavationforExistingFiberatSpur39902006(11,443.43)$ 916,903.08$

009SmokeCurtainSystem-UnboughtScope01906(115,696.35)$ 801,206.73$

010ElevatorConsultant02206(4,131.00)$ 797,075.73$

011LiveTapAdditionalCosts02408(6,727.61)$ 790,348.12$

012RFI38/38ASiteDemo&AdditionalFireLaneScope02307(67,857.06)$ 722,491.06$

013FireFighterSmokeControlPanel02607(43,060.61)$ 679,430.45$

014JobsiteTrailerBudgetReplenishment03109(30,441.82)$ 648,988.63$

015FireDeptRequiredConcrete&SignageforVerticalVariance03308(12,373.94)$ 636,614.69$

016ToppingOutCeremonyCosts03208(598.39)$ 636,016.30$

017FinalTrafficControlCosts03408(20,564.31)$ 615,451.99$

018GeneratorPermitCosts03608(200.00)$ 615,251.99$

019AccessControlRough-InatTenantEntries03809(1,607.85)$ 613,644.14$

020LeaveoutforBuilding(TIMaterialHandlingAccess)04110(21,399.92)$ 592,244.22$

021ElevatorMachineRoomFireRating04209(5,858.33)$ 586,385.89$

022RFI68CU-1-1Relocation04010(4,938.98)$ 581,446.91$

023CityRequiredTemporaryEnclosures04410(8,222.43)$ 573,224.48$

024JobsiteFencingBudgetReplenishment045(22,554.96)$ 550,669.52$ Tracking/Proceeding-perdirective

025IECCReview&Inspection04610(3,645.00)$ 547,024.52$

026RFI91-MainCanopyRoofDrainRevisionsT&MActuals04310(28,814.17)$ 518,210.35$

027RFI111-SmokeCurtainSystem-Removal(UndoItem009)04711115,696.35$ 633,906.70$

028ElevatorStorageCosts05311(15,187.50)$ 618,719.20$

029BermudaSeedILOBermudaSod05411(29,490.08)$ 589,229.12$

030FireAlarmGraphicsScreen06011(24,403.28)$ 564,825.84$

031VaporBarrierLevel106111(6,740.20)$ 558,085.64$

032SupplementalScopeforAccessControl063(18,357.21)$ 539,728.43$ UpcomingPCCO12

033Door240ARevisions064(13,004.55)$ 526,723.88$ UpcomingPCCO12

034Owner'sRequest-AddedOutletsinHCAITRooms065(7,199.89)$ 519,523.99$ UpcomingPCCO12

035Level5HCAITRoomAccessControlRough-In066(488.03)$ 519,035.96$

036RFI122-BMSPanelLevel1Power067(3,334.16)$ 515,701.80$

037RFI116-IrrigationControllerPower068(2,359.13)$ 513,342.67$ UpcomingPCCO12

038RFI123-BMSPanelLevel3Power069(6,407.10)$ 506,935.57$ UpcomingPCCO12

038ElevatorDividerWalls055(29,878.21)$ 477,057.36$

039HoistbeamRevisionsforElevatorRequirements070(12,673.73)$ 464,383.63$ UpcomingPCCO12

036RFI122-BMSPanelLevel1Power067(24,789.93)$ 439,593.70$

037RFI116-IrrigationControllerPower068(29,409.75)$ 410,183.94$

038RFI123-BMSPanelLevel3Power069(34,029.58)$ 376,154.37$

038ElevatorDividerWalls055(38,649.40)$ 337,504.97$

039HoistbeamRevisionsforElevatorRequirements070(43,269.22)$ 294,235.75$

040ScopeGap-SoffitVentatMainCanopy072(2,153.59)$ 292,082.16$

041CeilingGridRepairs073(7,272.79)$ 284,809.37$

042RFI132Level5ElevatorLobbyLighting074(1,349.66)$ 283,459.71$

043TempPowerforTerrazzoEquipment075(8,693.11)$ 274,766.60$

044FireproofingPatches(PerimeterProtection)076(1,852.55)$ 272,914.05$

Log

01211/18/2024 Structural Steel, Fireproofing, & Exterior Framing/Sheathing 116

01312/4/2024

01412/24/2024

01512/26/2024

01612/27/2024

0171/6/2025

Fireproofing, Structural Steel, Exterior Framing/Sheathing 115

Exterior Framing/Sheathing, Exterior Skin 114

Exterior Framing/Sheathing, Exterior Skin 113

Exterior Framing/Sheathing, Exterior Skin 112

Exterior Framing/Sheathing, Exterior Skin, Transformer Pad

Exterior Framing/Sheathing, Exterior Skin, Transformer Pad Concrete

Thunderstorm-High WindsSite Shut Down for Majority of

Rogers-O`Brien Construction 1901 Regal Row Dallas, Texas 75235

P: (214) 962-3000

Meeting Date Jun 26, 2025

Meeting Location Teams Meeting

Project: 221073 Healthpeak McKinney MOB 4510 Medical Center Drive McKinney, Texas 75609

RO OAC Meeting Minutes: Meeting #68

Meeting Time 01:00 pm - 02:15 pm Central Time (US & Canada)

Video Conferencing Link https://teams.microsoft.com/l/meetupjoin/19%3ameeting_ODhjODE1NTMtMzhkMy00OT FhLWFhYTItYzY0YzFhNzgzYzY3%40thread.v2/0?c ontext=%7b%22Tid%22%3a%2219d2df49-8ad74845-b45c0da136e9f5f1%22%2c%22Oid%22%3a%22aabdf4 34-71de-4dc2-a5d4-819f362a2294%22%7d

Overview Weekly Owner, Architect, and Contractor meeting.  RO Jobsite Trailer has been demobilized and this meeting is to occur remotely for the foreseeable future.

Notes Attachments

Scheduled Attendees

Name Company Phone Number Email Attendance

Reid Bruehl rbruehl@chd-inc.com Conference

Chris McGuire cmcguire@icthomasson.com

Eli Redding eredding@icthomasson.com

Bennett Webb bwebb@chd-inc.com Conference

Erica Weeks weekse@paladin-inc.net

Christina Chu Devenney Group cchu@devenneygroup.com

Brent Huebner Devenney Group bhuebner@devenneygroup.com Conference

Matt Herb McKinney MOB LLC mherb@healthpeak.com Absent

Bob Britton

Rogers-O'Brien Construction Company

P: (972) 639-8388 bbritton@r-o.com

Leon Davis Rogers-O'Brien Construction Company P: (214) 962-3000 ldavis@r-o.com Conference

Christopher Escobar Rogers-O'Brien Construction Company cescobar@r-o.com Absent

John Fernandez Rogers-O'Brien Construction Company

P: (214) 962-3000 johnfernandez@r-o.com Conference

Brian Mcfarlane Rogers-O'Brien Construction Company P: 214-962-3000 bmcfarlane@r-o.com

Adam Minter Rogers-O'Brien Construction Company

Wilford Shaw

P: 214-962-3000 aminter@r-o.com

Rogers-O'Brien Construction Company wshaw@r-o.com

Name

Cain Young Rogers-O'Brien Construction Company P: (214) 673-6695

Environmental, Safety and Health Update

1.1 21 Safety Update

Official Documented Meeting Minutes

• No incidents to report.

• PPE

Previous Meeting Minutes Jun 19, 2025

• No incidents to report.

• PPE

Adam Minter (Rogers-O'Brien Construction Company)

• Focusing on protecting finishes (paint, glass, etc.)  Monitoring.

• Systems are live.

• High risk work over.

Schedule Update

2.1 21 Schedule Update

Official Documented Meeting Minutes

Work Remaining:

• Elevator Jamb Finishes, Transom Panels

• Elevator Inspection-Thur 3pm

• SPF Final Testing-awaiting City response

• Terrazzo Base in Main Lobby

• Window Shades Near Completion

• Parking Gates-Friday

• Photoluminescent Tape In Progress

Adam Minter (Rogers-O'Brien Construction Company)

• MOB-to-MOB telecom pathway-Begins Thursday, complete by end of week

Final Fire Inspections

Final Building Inspection Final TCO Inspections

Previous Meeting Minutes Jun 19, 2025

Finishes-Paint on Level 1 Ceilings complete Wood paneling complete today Moss wall ongoing this week Punch for City Engineering

Weather Impacts (Lost Days)

3.1 21 Weather Days

Official Documented Meeting Minutes

Adam Minter (Rogers-O'Brien Construction Company)

No claimed days since last OAC Meeting.  35 total days claimed since start of project.  (28 in Contract)

Previous Meeting Minutes

Jun 19, 2025

No claimed days since last OAC Meeting.  35 total days claimed since start of project.  (28 in Contract)

PCO/PCCO Log Review

4.1 21 PCCO (Prime Contract Change Orders)

Description PCCO's 1-11 issued, signed, executed.

John Fernandez (Rogers-O'Brien Construction Company)

Placeholder for PCCO 12 created, includes: PCO 63 related to additional access control scope PCO 64 for Door 240A Revisions PCO 65 for HCA IT Room Outlet revisions PCO 68 for RFI 116 Irrigation Controller Power PCO 69 for BMS Network Panel Power on Level 3. PCO 70 for Hoistbeam Revisions for Elevator Requirements

Previous Meeting Minutes

Jun 19, 2025 (None)

No. Mtg Origin Title

4.2 21 PCO (Potential Change Orders)

Description Submitted:

• To Be Submitted: Credit for chamber retesting

Open

Open

John Fernandez (Rogers-O'Brien Construction Company) Open

• PCO 66- HCA IT Room Level 5 Access Control Rough-In

• PCO 67- RFI 122 BMS Network Panel Location (Level 1)

• PCO 55- Elevator Shaft Divider Walls

• PCO 71- EERC Scope Allowance Returned to Owner

• PCO 72- Soffit Vent Scope Gap

• PCO 73- Ceiling Grid Repairs

• PCO 74- RFI 132 Level 5 Elevator Lobby Lighting Requirements

• PCO 75- Temp Power for Terrazzo Equipment

• PCO 76- Fireproofing Patches

• PCO 77- MOB Telecom Pathway Scope Refinement

• On Hold:

• PCO 45- Jobsite Fencing Budget Replenishment (Contingency)- submitted 2/18-ON HOLD UNTIL LATER IN PROJECT

PCO's on "radar"

• RFI 23- Window Roller Shades in Conference Room-added blackout shade ($7k)

• RFI 80 Bent Plate Corrections-Levels 3-5 (TBD)

• Structural fireproofing patches associated with perimeter fall protection and its removal. (Contingency-$2,300)

• Remobilization of Earthwork due to Fire Lane Variance (Contingency-$2,500)

• Sill Flashings Scope Gap (Contingency-$8k)

• Boom Lift Rental for Fireproofing/EIFS (Contingency- $7k)

• SPF System Costs

• Final Waterproofing Measures for EIFS at Windows

• Elevator Transoms Scope Gap

Previous Meeting Minutes

Jun 19, 2025 (None)

4.4 21 Billings

Description

John Fernandez (Rogers-O'Brien Construction Company)

Funding current through Pay Application/Draw #15 (work completed through April 2025)

Official Documented Meeting Minutes

Two Billings to be submitted:

One for Retainage Release on Trade Partners linked to Public Scope & Elevator

One for June Progress

Previous Meeting Minutes

Jun 19, 2025

Draw 15 is closed and processing has started by Owner.

Additional Topics

5.1 21 Anticipated Design Changes Brent Huebner (Devenney Group)

Description

Discuss any potential/likely changes forthcoming in Contract Documents.

• Official Documented Meeting Minutes

• Spandrel Glass-authorized via email 6/25, wait for TCO to begin work

• ADA Partition Revisions-Brent H. to look into options.

Previous Meeting Minutes

Jun 19, 2025

RO has not heard anything regarding the exposed framing behind the glass at the main entrance (spandrels possibly needed).

5.2 21 Building Envelope Commissioning John Fernandez (Rogers-O'Brien Construction Company)

Official Documented Meeting Minutes

Punchlist provided by RO.

Previous Meeting Minutes

Jun 19, 2025

All remaining tests passed.  Closed.  Need final reports from UES and formal letter to forward to James Oldham to allow James to complete his final report. No. Mtg Origin

5.3 21 LEED Certified Coordination

Erica Weeks

John Fernandez (Rogers-O'Brien Construction Company)

Christopher Escobar (Rogers-O'Brien Construction Company) Open

Description

Erica to report at OAC Meetings week after in-person meetings occur.

Previous Meeting Minutes Jun 19, 2025 (None)

Jun 12, 2025

All documents shared with Erica.

Tenant Interiors

No. Mtg Origin

6.1 31 Fiber/Spectrum

Description

Need to discuss needs of DSS for internet connectivity.

Official Documented Meeting Minutes No update from Ownership.

Previous Meeting Minutes Jun 19, 2025

Bennett Webb Open

Ownership is working with contact from Milwaukee on fiber internet matter.

Jun 12, 2025

RO stated they have two means of getting accessibility into building. 1. Spectrum service, which has been run

Two options according to Reid:

1. Utilize Healthpeak contact in Milwaukee

2. Utilize Hospital- may have risks

Bennett and Reid will look into this further.

6.2 51 Owner Signage

Description

Exterior and Interior signage has started.  (Owner Contractor)

Permit-in system-closed?

Official Documented Meeting Minutes

RO recommends looking into status of signage permit to ensure it's closed.

Previous Meeting Minutes

Jun 19, 2025

Egress signage for elevator was overnightted to Healthpeak Office in existing MOB.  Due to Holiday, it will not be delivered until tomorrow.

Jun 12, 2025

Exterior illuminated signage power in progress.

6.3 55 Owner Monitoring Service

Previous Meeting Minutes

Jun 19, 2025

Ownership requested JCI Fire reach out to Owner's monitoring service provider to ensure all is in order.

6.4 57 RFI 113-Existing MOB Telecom

Official Documented Meeting Minutes

Work to begin today.

Previous Meeting Minutes

Jun 19, 2025

Finalizing pricing for scope not in original plans.  Will need this approved-work is tentatively scheduled for mid-next week.  RO needs time to coordinate with Hospital operations.

6.5 57 Punchwalk Dates

Previous Meeting Minutes Jun 19, 2025 7/1 at 8am

6.6 59 Access Control

Description Discuss access control and what is currently installed.

Previous Meeting Minutes Jun 19, 2025

RO provided courtesy reminder that parking gates' access control is not in RO's Scope.  These will need to be completed by the Hospital.

6.7 59 Training Roster

Official Documented Meeting Minutes

Training on 6/23 complete.  Another round of training anticipated for non-MEP items.

Previous Meeting Minutes Jun 19, 2025 (None)

6.8 67 Final Commissioning

Official Documented Meeting Minutes

Final Report Needed-final walk with ICT completed this past Tuesday.

Previous Meeting Minutes

Jun 19, 2025

Not discussed at OAC.

6.9 67 Final Filters

Description

All fan powered boxes have had its filters changed out for last time through construction.  Filters will need to be changed out once more by others once final TI scope is completed.

Final RTU filters are staged on Level 5, and can be installed by others when TI Scope is completed.  RO has replaced filters as of early June to avoid any complications in current operation of RTU's.

Previous Meeting Minutes

Jun 19, 2025

TR to install RTU filters left on Level 5 at the end of the Project.  RO has provided the filters that came with the unit and one other set of filters were just installed a couple of weeks ago.  RO has provided the obligations of the Contract Documents.

New Business

Next Meetings

No. Mtg Origin Title

8.1 21 Next OAC Meeting Open

Description

July 3, 2025 @ 9:30am (Teams)

Previous Meeting Minutes Jun 19, 2025 (None)

These meeting minutes are believed to be an accurate reflection of those items discussed and the conclusions that were reached during the referenced meeting.   Please contact Rogers-O`Brien Construction if there are any discrepancies or questions with the content of these minutes.

HEALTHPEAK MCKINNEY MOB - 5TH FLOOR OPTION

KEY DATES

MILESTONES

WEATHER TRACKING

II - WATER TIE-IN

PRECONSTRUCTION

Procurement-Structural

Procurement -PierDriller

Procurement -ShellDrywall

CONSTRUCTION SITE

Procurement

Procurement-Roofing

Procurement -RTU

Procurement -Elevator

Procurement -Glazing

Procurement -Doors

Procurement -RooftopBlocking&Curbs

Site -NewParkingLotPaving PhaseI

Site-NewParkingLot MassExcavation

Site-NewParkingLotUtilities

Site-NewParkingLot PhaseII

Site-DemoofExistingPaving

Site-BuildingPadExcavation/ Grading

Site-Pad

Site-InstallUtilities

Site-FireLane

Site-Phase2 WaterTieIn

Site-FireLane-RemainingafterCityBacteriaTest

Site-FireLane-RemainingafterCityBacteria Test-Cure

Site-Mobilize/TrafficControl

Site -TurnLane -Utilities, Demo&Install

Site-TurnLane-Excavation/ Grading

Site-LimeSub-Grade

Site-TurnLane-AshphaltPaving

Site-TurnLane-F/R/PPaving

Site-TurnLane-Cure

Site-TurnLane-Irrigation/ Landscaping

Site-TurnLane-Pavement Markings&Signage

Site-TurnLane-Final AcceptanceTxDOtInspection

Site-UndergroundElectricalRough

Site-F/R/PEquipmentPad

Site-CMU at DumpsterEnclosure

Site-EqupmentPads-Footings&GradeBeams

Site-Set Transformer(Oncor)

Site-TransformerPullWire

Site-F/R/PSiteWalls

Site -TerminateTransformer(Oncor)

Site-GeneratorPadCure

Site-Set/ Hook-upGenerator

Site-GeneratorPullWire/ Terminations

Site-DEFSFinishatWalls

Site-Railings/Gates/Bollards

Site -CityInspectionsforGenerator

Site-GravelInstall

Structure-Piers

Structure-Footings/GradeBeams&ElevPits

Structure-UnderslabMEP

Structure-Erect SteelL2

Structure-ErectSteelL3

Structure-L2-Decking&Studs

Structure-ErectSteelL4

Structure-L3-Decking&Studs

Structure-L5-Decking&Studs

Structure-ErectSteelL5

Structure-L4-Decking&Studs

Structure-SlabonGrade

Structure-Roof

Structure-L2Place/ Finish

Structure-L3Place/ Finish

Structure-L4 Place/ Finish

Structure-FireproofingLevels1-4

Structure-L5 Place/ Finish

Structure-Roof Decking&Screenwall

Structure-RooftopBlocking Curbs

Structure-FireproofingLevel5

ofMcKinneyFraming&Rough-InInspection

Exterior-ColdFormedFraming&Sheathing Exterior-InstallScaffolding

SITE FINISHES

M 214 460 8006

E bmcfarlane@r-o.com

DALLAS

1901 Regal Row

Dallas, Texas 75235

P 214 962 3000

F 214 962 3001

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