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HomeMy WebLinkAbout[EXTERNAL][SENDER UNVERIFIED]Bozeman Parks and Recreation Department RFQ - Sage Management, LLC - 8_27_26 3pmFrom:Andrew Johnson To:Bozeman Procurement; Katherine Canter Cc:Andrew Johnson Subject:[EXTERNAL][SENDER UNVERIFIED]Bozeman Parks and Recreation Department RFQ - Sage Management, LLC -8/27/26 3pm Date:Thursday, August 27, 2026 2:55:27 PM Attachments:Sage Management_Bozeman Parks and Rec RFQ.pdf CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. Hi Mike and Katherine – Please find my statement of qualifications in response to the City of Bozeman Parks and Recreation Department request for qualifications attached. Thank you for your time and consideration, Andrew Johnson ANDREW JOHNSON | OWNER (406) 595-7876 | andrewj@sagesvcs.com SAGE MANAGEMENT CONSTRUCTION & PROJECT MANAGEMENT · BOZEMAN, MONTANA STATEMENT OF QUALIFICATIONS Request for Qualifications Contractors – All Trades and Services Parks and Recreation Department · City of Bozeman, Montana Category of service: Construction Management / Project Management (Owner’s Representation) Submitted by Sage Management, LLC · Andrew Johnson, Owner and Managing Member Office 1186 Ludwig Lane, Bozeman, MT 59718 Contact 406.595.7876 · andrewj@sagesvcs.com · www.sagesvcs.com Submitted to City of Bozeman, City Clerk · procurement@bozemanmt.gov RFQ due Thursday, August 27, 2026 at 3:00 PM MT Date submitted August 27, 2026 August 27, 2026 Katherine Canter, Contracts and Sports Parks Coordinator Mike Maas, City Clerk City of Bozeman PO Box 1230, Bozeman, MT 59771-1230 Re: Request for Qualifications: Contractors – All Trades and Services – Parks and Recreation Department Dear Ms. Canter, Mr. Maas, and Members of the Selection Committee, Sage Management is pleased to submit these qualifications for the City of Bozeman’s contract pool. I am a Bozeman-based construction and project manager, and I am proposing myself, Andrew Johnson, as the sole individual who would perform the work under any contract with the City of Bozeman. Three things to note about me: ·I provide owner-side representation and project management which could include, but is not limited to, scope development, budget and schedule development, solicitation and evaluation of contractor pricing, contract administration, field observation, change order and pay-application review, punchlist, and closeout. Where projects may require stamped engineering or architectural design, my role is to help procure and coordinate those services and administer them on the City’s behalf. ·In addition to managing recent and current larger projects, two of them in Bozeman, I have completed and continue to perform many smaller capital repair and improvement projects for the owners of those larger projects. A number of these fall at or near the City's solicited project cap of $79,999. ·I am located on Ludwig Lane in Bozeman, roughly fifteen to twenty minutes from all the City of Bozeman public facilities. I can be on a site the same day, and I will not bill mileage for work inside the city limits. I have experience in the categories in the City’s scope: athletic fields and sports complexes, aquatic amenities, parking and site circulation, ADA and safety improvements, building repairs, and multi-site programs delivered around active public operations. I spent several years as an owner’s representative for public school districts in Washington, where a large percentage of the work consisted of smaller, occupied-site, community-facing projects delivered under public procurement rules, and the last five years I have been managing private development and residential work in Bozeman and Great Falls. I have reviewed the RFQ in full, including the Professional Services Agreement at Appendix B, and I take no exceptions to it. The completed Nondiscrimination and Equal Pay Affirmation is included as Appendix A to this submittal, and my disclosure regarding Generative AI is provided as well. Thank you for your consideration. I would welcome an interview to discuss my qualifications further, and I am glad to answer questions at any time at 406.595.7876 or andrewj@sagesvcs.com. Respectfully submitted, Andrew Johnson Owner and Managing Member, Sage Management, LLC 406.595.7876 · andrewj@sagesvcs.com SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 1 of 15 1. Statement of Interest and Services Offered Sage Management, LLC is a Bozeman-based construction management and owner’s representation firm. I am responding to this RFQ as a construction-related professional service provider. The service I am proposing to qualify for is construction management and project management on the City’s behalf. The Parks and Recreation Department’s work described in the RFQ is a good match for my service. Construction needs at parks and recreation facilities often arise without warning. Even when the work is planned well in advance, it benefits from an extra set of eyes, because these are high-use community facilities where maintaining public safety and keeping program and event calendars running are both critical. For either reason, it is often useful for an organization to bring in additional management capacity rather than stretch its own staff. Services I would provide under a term contract Service area What that includes Project scoping and planning Site assessment, definition of scope, constructability and code review, coordination with Division staff on operational impacts, options analysis with budgetary costs attached. Budget development and cost control Independent project budgets, review and validation of contractor pricing proposals against local market, change management, contingency management, monthly variance reporting. Procurement support Drafting scopes of work and bid documents, soliciting quotes and bids, evaluating pricing, documenting the basis of award for the public record, and procuring supporting consultants (survey, geotechnical, testing, special inspection, design, engineering). Contract administration Submittal and RFI coordination, pay application review and certification against work in place, change order review and negotiation, claims documentation, schedule oversight. Field observation and quality Site walks and progress verification, documentation of concealed work, identification of non-conforming work, and coordination of corrections. Closeout and warranty Punchlist and back-punch, O&M manuals, warranties, as-builts, training coordination, final reconciliation, and warranty tracking through the first operating season. Capital and deferred-maintenance planning Facility condition documentation, prioritization of deferred maintenance, and multi-year cost planning to support budget requests. Emergency and unplanned repairs Rapid site assessment, contractor mobilization, scope and pricing verification under time pressure. What I do not do In the interest of transparency, I want to be straightforward about what I do not perform. Sage Management does not self- perform work, does not hold a Montana contractor registration, and does not provide licensed engineering or architectural design services. I also do not provide janitorial, forestry, or landscape maintenance services. If a project does require any of those scopes, my role is to define the scope, help the City of Bozeman procure a qualified provider, and then manage that provider’s performance. Some examples of parks and recreation projects I could support • Athletic field and sports complex construction and/or repair, turf replacement, and irrigation and drainage work. • Aquatic facility repairs, mechanical and filtration replacement, and health-department coordination. SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 2 of 15 • Park building repairs and renovations: restrooms, shelters, storage, and recreation center interiors and exteriors. • Parking, trail, circulation, and site improvements, including ADA accessibility and code-compliance upgrades. • Storm, water-leak, vandalism, and general wear damage repairs, including emergency response. • General project management support on Department projects where City staff need coverage. SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 3 of 15 2. Experience I have participated in more than $400 million of construction over twelve-plus years, and I have worked specifically as an owner’s representative, protecting the owner’s interests, since 2017. The projects below are selected for relevance to this RFQ rather than for size. The projects described below were performed by me personally, in the roles noted, at Sage Management or in my prior positions as owner’s representative for Farran Realty Partners and as an owner’s representative and project manager with OAC Services (now Consertus). 2.1 Parks, recreation, and athletic facility experience Artificial Turf Athletic Field Installations at Two High Schools Central Valley School District | Spokane, WA | Owner’s Representative (OAC Services) Served as owner’s representative for the conversion of grass to artificial turf at two high school athletic facilities. Work included subgrade and drainage improvements, field base, turf installation, and new track installation. This work was completed in a tight timeline during the school summer break. Reference: Jay Rowell, Central Valley School District · (509) 558-5556 · jrowell@cvsd.org Softball and Baseball Complex, Site and Circulation Improvements East Valley School District | Spokane Valley, WA | Owner’s Representative (OAC Services) Managed the District’s capital improvement projects between 2020 and 2021, including planning and design of a new softball and baseball complex along with the associated funding negotiations, parking lot and bus lane improvements, site reconfiguration and circulation improvements at four elementary campuses, and safety and security improvements at nine separate sites. The work on active sites was completed strategically in close coordination with each site’s staff and sequenced around student arrival and dismissal, athletics, and daily campus operations. Reference: Neale Rasmussen, Assistant Superintendent, East Valley School District · (509) 241-5042 · rasmussenn@evsd.org Clubhouse Pool and Spa Amenity Packages at Three Montana Communities Farran Realty Partners | Bozeman and Great Falls, MT | Owner’s Representative | 2021–2025 As owner’s representative on the Avion (Bozeman), Arc (Great Falls), and Aurora (Great Falls) communities, in addition to the larger apartment building construction, I managed delivery of the amenity packages at each: clubhouse buildings, outdoor pools and spas with associated pool mechanical and water treatment systems, pickleball court, dog parks, and maintenance and amenity buildings. Delivery included health-department plan review and approval, startup and commissioning of pool systems, winterization planning, and operational turnover to on-site staff. Reference: Jim McLeod, Managing Partner, Farran Realty Partners · (406) 360-4653 · jmcleod@farranco.com 2.2 Small projects Small Capital Improvement and Repair Program (ongoing) Farran Realty Partners | Bozeman, Great Falls, MT | Construction & Project Manager | 2024–present | Individual projects generally $5,000–$250,000 Ongoing construction and project management engagement for miscellaneous capital improvement and repair projects across an occupied multifamily portfolio. Similar to the structure the City of Bozeman is proposing, the owner reaches out to me as needs arise: roofing and envelope repairs, concrete and site drainage repairs, landscaping and irrigation repairs, amenity and clubhouse improvements, mechanical replacements, water-damage repairs, and apartment unit renovations. For each, I define the scope, put together a preliminary budget, solicit and compare contractor/trade proposals, assist the owner with contracting, observe and manage the work, track costs against budget, and close it out. Some examples of these projects include: • Resident-use BBQ islands at multiple sites SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 4 of 15 • New maintenance building • New resident amenity building • Bus shelter • Multi-unit remodel projects due to water damage from pipe breaks • Extensive roof repair and replacement from hail damage • Site drainage reconstruction due to ponding issues • Retaining wall repair • Multi-building insulation removal and replacement • Multi-building soffit replacement • Multi-building siding replacement Reference: Jim McLeod, Managing Partner, Farran Realty Partners · (406) 360-4653 · jmcleod@farranco.com | Mark Wallingford, CFO · (406) 370-7417 · mwallingford@farranco.com | Liz Scaggs, Operations Manager · (406) 541-9000 · lscaggs@farranco.com HVAC Upgrades at Four Elementary Schools, and Riverbend Elementary Addition Central Valley School District | Spokane Valley & Liberty Lake, WA | Owner’s Representative (OAC Services) HVAC renovation to provide air conditioning across four elementary schools, within a tight summer break timeline. Separately, a six-classroom, two-bathroom addition at Riverbend Elementary that increased capacity from 502 to 624 students, delivered while the school remained fully operational. Reference: Jay Rowell, Central Valley School District · (509) 558-5556 · jrowell@cvsd.org 2.3 Larger project experience Bozeman West (Avion) Apartments Farran Realty Partners | Bozeman, MT | $48M | 216 units | Owner’s Representative | 2021–2025 Six apartment buildings plus clubhouse, outdoor pool and spa, and dog park. I managed day-to-day communication, design and contractor coordination, onsite construction administration, RFI and submittal coordination, project budget and financial management, pay application review and certification, change order review and negotiation, and schedule tracking. Delivered under City of Bozeman site plan review, permitting, and inspection. Reference: Jim McLeod, Managing Partner, Farran Realty Partners · (406) 360-4653 · jmcleod@farranco.com | Mark Wallingford, CFO · (406) 370-7417 · mwallingford@farranco.com Great Falls North (Arc) Apartments and Great Falls Medical School (Aurora) Apartments Farran Realty Partners | Great Falls, MT | $42M and $68M | 216 and 288 units | Owner’s Representative | 2021–2025 Two apartment communities delivered concurrently with the Bozeman West project, each including a clubhouse, outdoor pool and spa, maintenance building, and site amenities including a pickleball court. Reference: Jim McLeod, Managing Partner, Farran Realty Partners · (406) 360-4653 · jmcleod@farranco.com | Mark Wallingford, CFO · (406) 370-7417 · mwallingford@farranco.com Plum Residence, Custom Home Wallis & Van Bryan | Bozeman, MT | Est. $1.8M | Project Manager | Break ground September 2026 Construction of a single-family custom home in east Bozeman, expected to break ground in September 2026 pending permit issuance. So far I have managed the budget and scope development and bid, buyout, and procurement process. Once construction commences I will manage day-to-day communication, design and contractor coordination, onsite construction administration, RFI and submittal coordination, project budget and financial management, pay application review and certification, change order review and negotiation, and schedule tracking. This project will be delivered under City of Bozeman permitting and inspection. Reference: Van Bryan, Studio Architects · (406) 586-4777 · vbryan@studioarchitects.net SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 5 of 15 Juanita High School Rebuild and Enlargement Lake Washington School District | Kirkland, WA | $140M | 225,000 SF | Owner’s Representative (OAC Services) Complete rebuild and enlargement of an existing high school to 225,000 square feet, delivered in three phases so the 1,500-student school remained fully operational throughout construction. I managed day-to-day communication, design and contractor coordination, onsite construction administration, RFI and submittal coordination, project budget and financial management, pay application review and certification, change order review and negotiation, and schedule tracking. This was a complex project that involved continuous stakeholder coordination across project phases and construction activities with numerous contractors, vendors, school and district staff, community, shared facilities, and school and community events. Reference: Available on request. 2.4 Personnel assigned All work under any contract resulting from this RFQ will be performed personally by Andrew Johnson. No other personnel are proposed. If a specific task order requires specialty expertise beyond my professional capacity or scope, I will identify that to the City’s representative and help the City retain a qualified provider directly, or, with the City’s prior written consent, retain one as a subconsultant under my agreement. Andrew Johnson Owner and Managing Member, Sage Management, LLC Experience 12+ years in construction management; owner’s representative since 2017; participation in more than $400 million of construction across K-12 education, multifamily, heavy civil, industrial, tenant improvement, and custom residential. Education B.S. Business Management, Minor in Entrepreneurship, Montana State University Credentials GC/CM Training, Associated General Contractors of America; Associate DBIA Certified Professional, Design-Build Institute of America Career summary Sage Management, LLC, Owner (2025–present). Owner’s Representative, Farran Realty Partners (2021–2025). Owner’s Representative / Project Manager, OAC Services, now Consertus (public K-12 capital work, Washington). GLY Construction, Seattle (approximately four years, heavy civil and industrial, notable projects include extensive Boeing work and the Valve Software headquarters tenant improvement). Software Bluebeam Revu, Procore, OpenSpace 360° capture, Microsoft 365 SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 6 of 15 3. Firm Background Legal name Sage Management, LLC Date of establishment 2025 State of incorporation Montana Business organization Limited liability company Principal Andrew Johnson, Owner and Managing Member Office 1186 Ludwig Lane, Bozeman, MT 59718 Contact 406.595.7876 · andrewj@sagesvcs.com · www.sagesvcs.com Employees One (Andrew Johnson). No other staff are proposed for this contract. Annual volume of business I intentionally maintain a small portfolio of concurrent projects so that I can preserve quick response times and a high level of attention for clients. Annual volume of managed work varies depending on project sizes but typical range is $5m to 15m is managed per year. History I formed Sage Management in 2025 to carry on independently the owner’s representative work I had been doing since 2017: first for public school districts in Washington through OAC Services, then for Farran Realty Partners on their Montana development portfolio from 2021 to 2025. I have intentionally structured my firm as a single-principal practice: I hold the client relationship, I do the work, and I keep the portfolio small, so I can provide responsive service to every client. Financial position and bonding Sage Management provides professional services only. I do not hold construction contracts, do not carry subcontractor payment obligations, and do not take custody of City funds, so no payment or performance bond is required for the services proposed. If the City requires a bond for a specific project, I can obtain one through my agent; that cost would be passed through at cost. Sage operates on a fee-for-service basis with no fixed overhead beyond insurance, software, and vehicle costs, which allows me to keep my fees lower for clients. Insurance I currently carry general and professional liability insurance and I commit to carrying every limit required by Section 10 of the Professional Services Agreement, with the City endorsed as an additional insured on a primary, non-contributory basis, prior to performing any work. Legal and disciplinary history Sage Management, LLC has no civil or criminal claims, judgments, or suits. No disciplinary action has been taken against Sage Management, LLC or its member on any previous project. Strengths • Direct accountability. The City of Bozeman deals with me directly on every project. • Cost structure. I run a deliberately lean practice, which keeps my cost to the City low and puts more of every project budget into the work itself. SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 7 of 15 • Public construction experience. I have several years of owner’s representative work for public school districts under public procurement rules that is directly applicable to working with a public entity like the City of Bozeman. • Occupied-facility delivery. Many projects I have worked on throughout my career have been at occupied facilities, many paired with tight timelines where detailed coordination with stakeholders was essential to project success. • Contractor-side experience. My experience working for a large general contractor before moving to the owner’s side helps me to more effectively manage projects through understanding not only the owner’s perspective, but also how the contractors tick. This provides me the ability to better lead projects by understanding project challenges, work through obstacles, and evaluate project constructability, costs and schedules more effectively. • Local. Bozeman-based, can be on site the same day if needed, and familiar with the local contractor market, material lead times, and labor availability. Weaknesses • Finite capacity. A one-person firm has its limits. I manage this by capping my active portfolio and by declining work that would compromise a commitment. I will say no to projects rather than accept a project I cannot serve. • No self-perform capability. I do not hold a contractor’s license or design/engineering license. My role is to serve as a project leader and coordinator. I help shepherd projects from concept to completion. • A new entity. I formed Sage Management in 2025. My project experience and references span the course of over twelve years, but Sage Management, LLC itself is young. • Single point person. If I am unavailable, or working through an exceptionally busy stretch, I do not have a bench of people behind me. I work diligently to avoid becoming the bottleneck on any project, and where continuity is critical I will tell the City in advance and can propose a named backup arrangement with a qualified peer firm, subject to the City’s prior written consent under Section 23 of the PSA. SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 8 of 15 4. Capability to Meet Time Schedule and Project Budget Requirements Because I am proposing to work for the City of Bozeman as an owner-side construction and project manager, the information below sets out a framework for how I would protect the City’s schedule and budget on any project I am asked to lead. Response commitments Trigger My commitment Routine request from Department staff Acknowledged within one business day; site walk scheduled within three business days. Emergency or damage event Phone response the same day; on site within 24 hours, and sooner where safe and useful; contractor mobilization coordinated immediately. Scope and estimate turnaround Written scope of work and independent cost range within five business days of the site walk for routine projects. Pricing review Contractor quotes reviewed and a written recommendation delivered within three business days of receipt. During active work Site presence at a frequency suited to the project’s complexity, operational impact, level of coordination required, and management fee budget. That typically means two to three visits weekly during active construction, and daily during critical or high-risk activities. Reachable by phone throughout. Reporting Written progress and budget status at a cadence set by the City’s needs. Monthly is the standard reporting cadence, though it varies with project size and duration. How I control schedule • Scope before schedule. Many small-project overruns can be traced back to a scope that was not well defined or not well coordinated. I work to establish a clear scope and to set start, duration, and completion dates before work begins rather than during it, then hold the team accountable to those dates throughout. • Sequencing against Department operations. I perform an impact assessment on each project and each activity that makes it up: what closes, for how long, what programming or events are affected, what utility shutdowns are needed, and and what mitigation or temporary measures are needed to maintain operations and communicate with the public. Aquatics, athletic seasons, and public events all have windows and plans that cannot move, and the schedule must get built around them, not the other way around. • Long-lead identification during scope and schedule development. On small projects the schedule is often set by a single material or piece of equipment. I identify the critical path at the outset and coordinate the release of long-lead items early, rather than discovering the constraint at submittal, where it produces preventable delays. • Montana weather. Weather plays a serious role in construction here, and a schedule is not realistic unless it accounts for it. Some activities simply cannot be performed at certain times of year, and others can be, but only at a cost to the budget, the schedule, or the quality of the result. Paving, concrete, turf, irrigation, and pool work each have a genuine seasonal window. I apply that lens when developing and reviewing project schedules so work is sequenced into the season that suits it. • Early flagging. Regular site visits and constant communication keep me current on the day-to-day of a project, so I see immediately when dates or activity durations are not being met. That allows mitigation to be planned in real time, ahead of the slippage, instead of dealing with it after the fact. SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 9 of 15 How I control budget • Detailed cost evaluation. Every price is scrutinized against comparable bids and known costs. My recommendation draws on that pricing information and on my own experience of what the work should cost, so the City receives an informed opinion on whether a number is fair rather than a simple pass-through. • Project budgets that carry all costs. Hard cost, allowances, permit and plan review fees, testing and inspection, consultant fees, and a stated contingency, so the $79,999 ceiling is managed against the real expected total, not just the construction quote. • Change control. Every change is checked for entitlement and a fair price adjustment, and is evaluated for schedule impact, before it is recommended. Field-directed changes without written authorization are not accepted. • Pay applications tied to work in place. I certify payment based on what I observed on site, not on what was invoiced. • Documentation. A complete and current project record of drawings, RFIs, submittals, change orders, and correspondence, maintained throughout, available to the Department on request, and turned over at closeout. If desired, photo and 360° capture of concealed work before it is covered is available, which can help settle potential future disputes or provide valuable documentation to City departments. • Final reconciliation. Every project closes with a reconciled cost report the Department can carry into future project planning decisions and budgets. Term contract readiness I have reviewed the Professional Services Agreement at Appendix B of the RFQ and take no exceptions. My proposed rate structure is set out in Section 5. If scored as Qualified, I am prepared to submit a formal schedule of rates and fees and execute a term contract within the City’s September timeline, with work commencing on an as-needed basis thereafter. SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 10 of 15 5. Fee Structure The RFQ provides that firms scored as Qualified will be asked to submit rates and fees before executing a term contract. So the committee can weigh cost alongside qualifications, my proposed structure is stated here. I typically offer two options, but I am happy to work with the City of Bozeman on what may be the proper fit given a provided scope. Option 1: Hourly, billed as incurred Rate: $150.00 per hour, all inclusive, for every service described in Section 1. • One rate, one person. I keep this simple: there is no tiered rate schedule and no separate charge for administrative time. The rate covers my time on the project, whether that time is spent on site, in a meeting, on the phone, or at a desk preparing documents. • Tracked as incurred. Time is recorded in quarter-hour increments against the specific task order and invoiced monthly in arrears, with an itemized log showing date, hours, and a description of the work performed. The City sees exactly what it is paying for. • Not-to-exceed on every project. Before beginning work I will provide an estimated hour count and a not-to-exceed amount for that task order. I will not exceed it without prior written authorization from the City’s Representative. • Best suited to smaller or shorter projects, emergency response, condition assessments, and any work whose extent cannot be known until after the site walk. The City pays only for time actually incurred, so if a project closes out early or the scope reduces, the fee reduces with it. Option 2: Flat monthly management fee Structure: a fixed monthly management fee, negotiated per project and invoiced monthly for the duration of the project. • How the fee is set. Before work begins, I build an estimate of the hours the project will require across its phases, price it against the $150 hourly rate, and spread the total evenly across the anticipated project duration. The resulting monthly figure and the assumed duration are both stated in the project-specific proposal. • Budget certainty. The Department knows the exact management cost of the project at the outset, and it carries a single predictable line item month to month rather than a variable one. Management intensity naturally fluctuates over a project; the monthly fee does not. • If the duration changes. If the project extends for reasons outside my control, continuation is billed at the same monthly rate by written amendment. If the scope materially changes, the fee is renegotiated before the additional work begins. Neither happens without the City’s written agreement. • Best suited to projects with a reasonably defined scope and schedule, longer-duration work, and any project where the Department wants a fixed, predictable management cost for budgeting purposes. SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 11 of 15 6. Present and Projected Workload Current engagements Engagement Description Status and demand Farran Realty Partners Miscellaneous small capital improvement and repair projects across their property portfolio. Active, ongoing. Intermittent, project-based demand. Latitude Apartments, Walla Walla, WA 60-unit apartment building; anticipated groundbreaking Fall 2026. Active, remote engagement. Plum Residence, Bozeman, MT Custom residence. Breaking ground September 2026. Active, local engagement. Capacity for this contract The engagements above account for roughly half of my available time, and I confirm I have capacity for City of Bozeman project support from the anticipated October 2026 contract commencement forward. As a practical measure of magnitude, a project at or near the $79,999 ceiling typically requires between 40 and 120 hours of management time across its duration, and smaller repair projects considerably less. At my current committed load, I can carry three to five concurrent City projects in that range while meeting the response commitments in Section 4, and more if the projects are smaller or sequential. I do not anticipate conflicts with the City’s schedule. I will tell the Department directly and in advance if a request would exceed my capacity rather than accept it and under-serve it, and I will not add or substitute personnel on City work without the City’s prior written consent. 7. Claims The RFQ asks whether, at any time in the last ten (10) years, the firm has been assessed and paid liquidated damages after completion of a project under a contract with a public owner. No. Sage Management, LLC has never been assessed or paid liquidated damages under a contract with a public owner. Neither has Andrew Johnson personally, in any role, on any project in the last ten years. Sage Management has no civil or criminal claims, judgments, or suits, and no disciplinary actions have been taken against the firm or its owner on any previous project. 8. Recent and Current Work for the City of Bozeman Sage Management, LLC has not held a contract with the City of Bozeman, and I have not previously been engaged by the City directly in any capacity. I have worked closely with City departments and processes as an owner’s representative and project manager on Bozeman projects: • Bozeman West (Avion) Apartments: a $48 million, 216-unit development delivered 2021–2025 through City of Bozeman site plan review, building permitting, engineering and utility review, and inspection. I coordinated the process on the owner’s behalf from permitting through certificate of occupancy. • Bozeman West (Avion) Apartments, maintenance and ski/bike buildings: permitted and constructed this past summer. I coordinated the completion of work from permitting to final inspection on the owner’s behalf. SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 12 of 15 • Plum Residence: an active custom residential project in Bozeman, currently moving through City permitting and expected to break ground in September 2026. 9. Office Location Sage Management operates from a single office at 1186 Ludwig Lane, Bozeman, MT 59718. I am roughly fifteen to twenty minutes from every facility the Department operates. I can attend a site walk on short notice, respond to an emergency the same day, and check on active work as often as a project requires without adding additional travel cost to the City. 10. Generative AI Disclosure Section II of the RFQ requires respondents to disclose whether they intend to use Generative AI in the fulfillment of services if awarded a contract. Section 20 of the Professional Services Agreement further requires that the City’s Representative be informed and may permit or deny that use. Disclosure: Yes, in a limited and defined way. I regularly use Generative AI tools for internal work-product support only. My typical uses are limited to assistance with drafting client reports, research support, and developing and updating budget and schedule management tools and logs. Generative AI would not be used to produce technical determinations, cost opinions, or recommendations. Professional judgment on every deliverable remains with me. I agree to review any work created by Generative AI for accuracy, bias, and copyright infringement. Further, I agree I will never submit any confidential or personally identifiable information acquired through an agreement into a Generative AI system. I will also inform the City’s Representative of any intended use of Generative AI on City work and will abide by the Representative’s decision to permit or deny that use. SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 13 of 15 11. References The seven references below have each worked directly with me on the projects noted. They can speak to my working style, relationship management, and professional character. Professional References Farran Realty Partners Jim McLeod, Managing Partner (406) 360-4653 jmcleod@farranco.com Projects: Avion, Arc, and Aurora apartment communities; ongoing small capital improvement and repair projects. Farran Realty Partners Mark Wallingford, CFO (406) 370-7417 mwallingford@farranco.com Projects: Avion, Arc, and Aurora apartment communities; ongoing small capital improvement and repair projects. Farran Realty Partners Liz Scaggs, Operations Manager (406) 541-9000 lscaggs@farranco.com Projects: ongoing small capital improvement and repair projects. Studio Architects Van Bryan, Principal Architect (406) 586-4777 vbryan@studioarchitects.net Project: Architect on Avion and Arc apartment communities; Architect/client of Plum Residence. Stockman Bank Jon Boutilier, VP – Branch Manager (406) 771-2796 jon.boutilier@stockmanbank.com Relationship: construction lending on Montana projects. East Valley School District Neale Rasmussen, Assistant Superintendent (509) 241-5042 rasmussenn@evsd.org Projects: softball and baseball complex; site and circulation improvements at four campuses; safety and security improvements at nine sites. Central Valley School District Jay Rowell, Director of Special Projects (509) 558-5556 jrowell@cvsd.org Projects: artificial turf field installations; HVAC upgrades at four elementary schools; Riverbend Elementary addition. Signed letters of recommendation from Neale Rasmussen (East Valley School District) and Jay Rowell (Central Valley School District) are included as well. SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 14 of 15 12. Closing The City is building a qualified bench of people it can call on when something needs to get built, fixed, or figured out quickly. What I offer that bench is a Bozeman-based construction manager who loves Bozeman, lives and is raising a family here, values the local community and public facilities we have access to, and would love to be a part of serving and protecting the City’s interests. I hope I have illustrated what I can offer, and the value I can add through professional expertise and experience delivering the kinds of projects the City is planning. I would be glad to discuss further how I could serve the City of Bozeman at an interview, and I am available at any time at 406.595.7876 or andrewj@sagesvcs.com. Respectfully submitted, Andrew Johnson Owner and Managing Member, Sage Management, LLC SAGE MANAGEMENT, LLC · Statement of Qualifications · City of Bozeman Parks and Recreation RFQ Andrew Johnson · 406.595.7876 · andrewj@sagesvcs.com Page 15 of 15 Appendix A: Nondiscrimination and Equal Pay Affirmation Sage Management, LLC (name of entity submitting) hereby affirms it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and acknowledges and understands the eventual contract will contain a provision prohibiting discrimination as described above and this prohibition on discrimination shall apply to the hiring and treatments or proposer’s employees and to all subcontracts. In addition, Sage Management, LLC (name of entity submitting) hereby affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act). Andrew Johnson, Owner and Managing Member, Sage Management, LLC Authorized to sign on behalf of Respondent Date: ______________________ August 27, 2026