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Home My WebLink AboutALL ENVIRONMENT, INC.INSURANCE ON FILE o K MAY PROCE UNTIL NSURANCEEEXPIRES A- 2 0 2 2 -0 64 "CLERK OF COUNCIL N DATE: AGREEMENT WITH ALL ENVIRONMENTAL, INC., DBA AEI CONSULTANTS, TO PROVIDE BUILDING ASSESSMENT AND CAPITAL PLANNING BUDGET SERVICES a '��'CGI� Lo►,t2 (, ( 2 THIS AGREEMENT is made and entered into on this 19th day of April 2022 by and between All Environmental, Inc., a California corporation dba AEI Consultants ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On March 4, 2021 the City issued Request for Proposal No. 21-014, by which it sought firms to provide a facility conditions assessment and development of a capital planning budget for building systems and components. B. Consultant submitted a responsive proposal that was selected by the City. Consultant represents that it is able and willing to provide the services described in the scope of work that was included in RFP No. 21-014. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services described in the scope of work that was included in RFP No. 21-014, which is attached as Exhibit A, and as more specifically delineated in Consultant's proposal, which is attached as Exhibit B and incorporated in full. The Scope of Services shall include a schedule for the delivery of services, which shall be delivered as prescribed, beginning upon the City's issuance of a Notice to Proceed. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City, the rates and charges identified in Exhibit C, attached hereto and incorporated by reference. The total amount to be expended under this Agreement shall not exceed Three Hundred Thousand Dollars and Zero Cents ($300,000.00) during the term of this Agreement, including any extension periods. The sum is comprised of (a) the base amount of $285,838.00 and (b) an approximate five percent (5%) contingency in the amount of $14,162 for additional services at the City's sole discretion. b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Page 1 of 10 Payment need not be made for work that fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on May 2, 2022 and terminate on May 1, 2023, unless terminated earlier in accordance with Section 16, below. The term of this Agreement may be extended for two (2) one-year periods upon a writing executed by the City Manager and City Attorney. 4. PREVAILING WAGES Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the services being performed are part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 5. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 6. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Page 2 of 10 Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 7. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Minimum Scope and Limit of Insurance 1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. 2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Consultant has no owned autos, hired, (Code 8) and non -owned autos (Code 9), with a limit no less than $1,000,000 per accident for bodily injury and property damage. 3. Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. 4. Professional Liability (Errors and Omissions): insurance appropriate to the Consultant's profession, with limit no less than $1,000,000 per occurrence. 5. Broader Coverage: if the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. b. Other Insurance Provisions 1. Additional Insured Status: The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connectionwith such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as Page 3 of 10 broad as ISO Form CG 20 10 11 85 or if notavailable, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 2037 if a later edition is used). 2. Primary Coverage: For any claims related to this contract, the Consultant's insurance coverage shall be primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self- insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. Notice of Cancellation: Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City. 4. Waiver of Subrogation: Consultant hereby grants to City a waiver of any right to subrogation that any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. 5. Self -Insured Retentions: Self -insured retentions must be declared to and approved by the City. The City may require theConsultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or City. Acceptability of Insurers: Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City. 7. Claims Made Policies (applicable only to professional liability): The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work. ii. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. Page 4 of 10 iii. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of work. 8. Verification of Coverage: Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage requiredby this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing allpolicy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. 9. Subcontractors: Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. 10. Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of therisk, prior experience, insurer, coverage, or other special circumstances. 8. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable Page 5 of 10 decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 9. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 10. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 11. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 12. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Page 6 of 10 Agreement. 13. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 14. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 15. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 16. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. Page 7 of 10 b. Payment need not be made for work that fails to meet the standard of performance specified in the Recitals of this Agreement. 17. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 18. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 19. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. 21. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: Page 8 of 10 To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Nabil Saba, PE Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-21) P.O. Box 1988 Santa Ana, California 92702 Fax:714-647-5635 To Consultant: All Environment, Inc. Attn: Paul Hinkston, COO 3880 S. Bascom Avenue, Suite 104 San Jose, CA 95124 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Daisy Gomez Clerk of the Council CITY OF SANTA ANA C4� Kristine Ridge City Manager [signatures continued on next page] Page 9 of 10 APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney Wafid-on Salvatierra Deputy City Attorney RECOMMENDED FOR APPROVAL: { 2 t-A"a g� abil Sabaa,, PE PE Executive Director Public Works Agency ALL ENVIRONMENT, INC., DBA AEI CONSULTANTS: Page 10 of 10 EXHIBIT A CITY OF SANTA ANA EXHIBIT A SCOPE OF SERVICES - RFP NO.: 21-014 PROJECT MOBILIZATION: Upon award of the project, AEI will obtain the necessary documentation available from the Client to include Building Plans/Blueprints, previously prepared Facility Condition Assessments, maintenance inspection reports, as well as any other pertinent documentation. At the mobilization stage of the project, AEI will also determine those team members who are best qualified to work on the various portions of the project. DocuMENTATION REVIEW: AEI will review all building plans/blueprints for each project. AEI will also perform a thorough review of previous property condition inspection reports, capital improvement plans, and building maintenance history reports to determine the effective ages of the various equipment and major building systems. AEI will use this information in conjunction with data collected from the field inspections. AEI will also review available Asbestos and LBP surveys to determine if there are any environmental concerns associated with future building renovations/capital improvements which may require abatement, and thus increase cost estimates. INTERVIEWS: After a thorough review of all available project documentation and plans, AEI will interview individuals knowledgeable about the buildings' maintenance, capital improvements and energy consumption history. Interviews with outside maintenance firms and service providers (fire alarm, elevator, plumbing, mechanical, etc.) will also be conducted from the beginning of the project through the data analysis and reporting stage. FIELD INSPECTION (CONDITION ASSESSMENT): After a comprehensive review of plans, and prior reports, AEI will conduct a field inspection of the buildings and grounds of each property. AEI will also tailor the field inspection based upon the document reviews conducted prior to the site visits. At a minimum, the following areas will be surveyed: • All Buildings will be surveyed (roofs, mechanical areas, common areas, cellars, basements, exteriors). • All Site areas (100%) will be surveyed • 100% of building exteriors will be surveyed • 100% of building mechanical rooms will be surveyed. • A representative sampling of building interior areas will be surveyed. • All Assets will be inventoried and the condition of same will be assessed as part of the FCA. An inventory of various building systems and equipment, it is effective age and condition will be taken during the field inspections. • Costs associated with fire & life safety issues, deferred maintenance and a long-term capital reserve extending out to 10 years. ADA SuRVEv: As part of the field inspection, AEI will incorporate elements as outlined in the City of Santa Ana's transition plan including budgetary requirements as provided. ELECTRONIC DATA COLLECTION: AEI's team of professionals his been utilizing tablet PC and iPads to collect information from the field. AEI will utilize Kykloud software application to develop the FCAs as well as tablet data collection devices to collect date from the field. This system also allows AEI to geo-code and tag assets and take photographs of same within a 15 to 30 foot radius. Interior systems and components may not be captured due based on the ability to triangulate with cell phone systems. QR BAR CODING: AEI will place bar codes on all major mechanical, electrical, and plumbing equipment and incorporate same into the global FCA database. Data Analysis & Report Format: AEI typically prepares one summary letter report for each building/facility with cost estimates and future capital reserve expenditures. These reports have typically included the following information: General description of the building/facility in accordance with ASTM E2018-15. Summary discussion of major costs and significant identified Immediate issues. A Facility Condition Needs Index (aka Life Cycle Cost Analysis) of the facilities and associated components. A Capital Planning Replacement Reserve for 10 years MS Excel Report Cost Data sheet with details of component information including quantity, size, and cost indices (inflation factor) Photos of Assets and deficiencies and identifying same with GIS coordinates. Upon issuance, the City of Santa Ana will have 30 business days to provide commentary and feedback for AEI to incorporate in the DRAFT Letter Report. A Final Letter Report and MS Excel Tables will be delivered at that time. Database & Computerized Maintenance Management System (CMMS) Integration: AEI partners with Four Winds Group to provide CMMS capability with work ordering ticketing. These systems have been designed to seamlessly integrate with AEI's data sets. Four Winds Group provides Maintenance Productivity Enhancement Tool (M-PET) as part of this submission package. Of note, the CMMS software will be hosted on the City of Santa Ana's servers. Data Migration & Integration: AEI will upload all FCA data (narrative reports, photos, bar coding, cost database, etc. into the City's Computerized Maintenance Management System (CMMS). Training: Four Winds Group Training will take place with your data and the basic necessities of using the M-PET.NET application will be shown and put in place. Training for 3 levels of maintenance will be completed (Management, Admin, Technician), . Some primary custom reports required will be built and ready to access thru the M-PET.NET application. Additional custom reports may be created at Customers request. This is a two person, three days on site event. PowerPoint Presentation: After the completion of the project, AEI will provide PowerPoint presentations of our findings to the City well as elected officials and the public. Schedule & Time Frame: AEI will complete all required tasks associated with this project within 180 Calendar Days. EXHIBIT B CONSULTANT'S PROPOSAL April 14, 2021 Revised: March 7, 2022 RFP NO.: 21-014 FACILITY CONDITIONS ASSESSMENT Property Identification: Various Buildings & Structure throughout Santa Anna — 1,434,810 GSF Prepared for: City of Santa Anna Public Works Agency 20 Civic Center Plaza Santa Anna, CA 92701 Prepared by: AEI Consultants 2207 West 190th Street Torrance, CA 90504 (310) 798-4255 (tel) AEI Corporate Headquarters 2500 Camino Diablo Walnut Creek, CA 94597 (925) 746-6000 (tel) AEI Main Point of Contact: Matthew E. Wasson (740) 363-0717 (tel) mwasson@aeiconsultants.com National Presence Regional Focus Local Solutions A E 1 Consultants April 14, 2021 Revised: March 7, 2022 Tyrone Chesanek, PE Project Manager City of Santa Anna — Public Works Agency 20 Civic Center Plaza Santa Anna, CA 92701 Subject: RFP No.: 21-014 — Facilities Condition Assessment Dear Mr. Chesanek: AEI Consultants (AEI) is pleased to present this Qualifications Package for the above referenced project. AEI has a solid understanding of conducting Facility Condition Assessments on diverse types of municipal and institutional buildings. AEI is completely familiar with the required ASTM FCA scope of work we have substantial experience in performing these services on projects of similar sized assets, construction, and use. Furthermore, AEI has the experience in managing and completing large portfolio projects, and most importantly, we have the professional workforce of engineers and architects to complete same. AEI is not debarred, suspended, or declared ineligible to contract with any federal, state, or local agencies. AEI Consultants is a registered corporation in the state of California. AEI's principal place of business (corporate headquarters) is located at 2500 Camino Diablo, Walnut Creek, CA 94597. Completion of this project will primarily be completed from AEI's Southern California regional offices as well as AEI's dedicated Capital Planning Team. Douglas Olson, PE will be the Main Point of Contact (POC) and will be able to answer all questions associated with the Qualifications Package. Sincerely, Matthew E. Wasson Vice President, Capital Planning Services (740) 363-0717 (tel) mwasson @aeiconsulta nts.com Holly Neber Chief Executive Officer (925) 746-6017 (tel) hneber@aeiconsultants.com TABLE OF CONTENTS COVERLETTER................................................................................................................A AGREEMENT STATEMENT............................................................................................... B FIRM &TEAM EXPERIENCE............................................................................................0 UNDERSTANDING SCOPE OF SERVICES........................................................................D RELEVANT PROJECT EXPERIENCE................................................................................. E REFERENCES................................................................................................................... F CERTIFICATIONS........................................................................................................... G PROJECTTEAM RESUMES..............................................................................................H AEI Consultants Appendix "B" B - AGREEMENT STATEMENT AEI Consultants has no concerns regarding the Standard Agreement which was included as Attachment 4 (pages 24 to 31) of the RFP documentation. Acknowledged: ' f ��" Matthew E. asson —Vice President, Capital Planning Services AEI Consultants Appendix "C" C — FIRM & TEAM EXPERIENCE Firm Name: All Environmental Inc. dba AEI Consultants Corporate Address: 2500 Camino Diablo Walnut Creek CA 94597 AEI's Local Address: 2207 West 19011 Street, Torrance CA 90504 Primary Contact Info: Matthew E. Wasson —Vice President, Capital Planning Services (740) 363.0717 mwasson(ulaeiconsulta nts.com Website: https:JJaeiconsultantLcomL Federal Tax ID #: 68-0269965 # of Years in Business: 29 Type of Organization: S Corporation Date of Organization: June 1992 Locations of Business Nationwide — over 20 offices OVERVIEW OF AEI CONSULTANTS: Founded in 1992 and headquartered in Northern California, AEI Consultants is a full -service environmental and engineering services firm operating with over 20 offices strategically located throughout the US. AEI currently has approximately 300 employees and 2020 sales revenue was approximately $70 million dollars. AEI is committed to providing responsive, accurate, cost-effective environmental and engineering consulting services that empower our clients to achieve solutions associated with complex real estate -related issues and associated business risk. We measure our success through the following areas: client satisfaction and retention, a challenging and rewarding work environment for our staff, and maintaining the highest standard of professional integrity in every aspect of our business. AEI is known for our dependability and responsiveness. From the initial consult to the final reports, our reliable staff takes ownership of each project including set-up, research, field work, billing, and client communication, resulting in accurate, concise and well -organized reporting and assessments. AEI is proud of our 25-year track record of providing assessment and consulting services to the commercial real estate community. AEI's growth has resulted in being named in the Fastest Growing Private Companies awards in the San Francisco Bay Area, the location of our company headquarters, for the years 1999-2007, and 2011. We have combined our steady growth with consistent financial performance allowing us to continue to grow our office locations across the US. AEI's majority owner is Craig Hertz, Chairman and Founder. Several of AEI's key personnel are also minority shareholders in the company which is incorporated in the State of California. These individuals include Holly Neber, (CEO), Paul Hinkston (COO) and Mark Nobler (EVP). In addition, in 2012, AEI formed an Employee Stock Ownership Program (ESOP), which enables all eligible employees to accumulate capital ownership in the company. The transition of the company to that of an employee - owned firm was designed to provide ownership of the company to those who helped build the company, incorporate greater employee input into operational decisions, and provide an attractive program for recruitment, motivation and employee retention. INCORPORATION CERTIFICATION: AEI is incorporated in the State of California with a California Business License of #04-0030, with a Federal Tax ID #68-0269965. REVENUE FOR PAST 5 YEARS: 2016: $58,876,325; 2017: $65,867,794; 2018: $71,271,183 2019: $76,053,924; 2020: $69,888,157 AEI Consultants C - FIRM & TEAM EXPERIENCE OFFICE LOCATIONS: AEI has over 20 offices located throughout the United States. Please visit our website at www.aeiconsultants.com for a list of address locations. Work on this project will be primarily completed from AEI's regional local offices and AEI's dedicated Capital Planning Consulting Team. AEI CONSULTANTS' CORE BUSINESS: AEI's core business and service lines include the preparation of Facility Condition Assessments (FCAs) and Physical Needs Assessments. AEI also completes a substantial amount of construction consulting and cost estimating services which is further discussed in Section II of this Qualifications Package. AEI has been completing Facility Condition Assessments on real estate assets for the past 15 years. To date, AEI has completed over 28,000 Facility Condition Assessments throughout North America. Last year (2017), AEI prepared over 5,100 Facility Condition Assessments. Other services which AEI Consultants provides include the preparation of Phase I Environmental Site Assessments, Phase II Sub -Surface Investigations, Site Mitigation/Remediation Services, Industrial Hygiene Consulting (ACM & LBP Surveys) as well as Building Science Consulting which includes the preparation of Seismic Risk Analysis Reports, Energy Audits and Surveys for compliance with the Americans with Disabilities Act (ADA), as well as forensic and intrusive surveys of buildings. STAFFING: In order to successfully complete this project, AEI will call upon its senior level engineers and architects who have substantial experience in completing FCAs on municipal, educational and university buildings. Matt Wasson will be acting as the Project Manager and providing the final level of technical review on all aspects of the project. The table presented below represents the potential staff for the various tasks of this assignment and responsibilities of the individuals working on the project. Facility Condition Assessment Team Team Member Title & Position Responsibilities Matthew Wasson Vice President - Capital Matt will be acting as the Project Manager and managing Planning AEI's field inspection team. Matt will also be heavily FCA Project Manager involved with Quality Control and providing a global FCA database for the entire campus. Joe Sloboda Vice President — Building Field Inspection, mechanical & electrical systems Assessments evaluation & narrative report preparation, Cost Estimating Roy Anderson, PE Vice President — Seismic Risk Field inspection, seismic risk analysis, narrative report preparation Jason Santiago Project Manager Field inspection, narrative report preparation, cost estimating Steven Peck Project Manager Field inspection, narrative report preparation, cost estimating Michael Novick, RA Sr. Project Manager Field inspection, narrative report preparation, cost estimating Mahmoud Nazemi Project Manager Field inspection, narrative report preparation Resumes of AEI's project team are included in Section G of this Qualifications Package AEI Consultants C - FIRM & TEAM EXPERIENCE AEI has completed FCA reports more than 50 Million SF of building space. Please refer to the following pages for a discussion of relevant FCA projects recently completed by AEI Consultants: City of Columh' , Missouri Client: City of Columbia Missouri — Department of Public Works Contact: David Nichols — Public Works Director; (573) 874-7255, david.nichols@como.go Dan Darnell — Purchasing Manager 573 874-7255 dan.darnell@como.gov Project AEI prepared FCAs in accordance with ASTM E2018-15 on a portfolio of 23 Discussion: buildings owned and operated by the City of Columbia. The portfolio comprised an area of 423,896 SF and consist of fire stations, a police station, a police training center, armory, city hall and various office buildings and a clinic. AEI is also completed bar coding of all assets and is also performed a cursory Level I Energy Audit to determine if the installation of Energy Conservation Measures would have any measurable impact upon energy savings. Matt Wasson, Don Gerardi and Michael Novick performed field inspections. Kyle Christiansen acted as the Project Executive and Project Manager and performed senior level technical review. Presentation: AEI utilized an FCA software application with similar capabilities to Kykloud as well as tablet data collection devices in developing FCA reports. AEI's project deliverables include narrative FCA reports, geo-coded photos, equipment & condition inventories, ADA accessibility data and cost estimates for future maintenance and replacements. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10 years capital expenditure budget. All that data is integrating seamlessly with the client's maintenance management software platform. Date: Com leted May 2018 p t ' , AEI Consultants C — FIRM & TEAM EXPERIENCE University of Alaba r Tuscaloosa, AL Client: University of Alabama - Tuscaloosa Contact: Clint Hamner — Facility Condition Assessment Program Manager (205) 799-9970 (tel); chamnenafama.edu Marlene Thomas — Purchasing Manager 205 348-5552• mthomas@fa.ua.edu Project AEI completed Facility Condition Assessments on a portfolio of over 200 buildings Discussion: comprising over 10.2 Million SF. The buildings were a mix of various campus structures to include residence halls and apartments, libraries, academic buildings, laboratories, dining halls, clinics/medical buildings, museums, office buildings, maintenance building and an energy/mechanical plant. As part of this assessment, AEI completed an asset inventory (roofs, fire protection equipment, HVAC equipment windows, mechanical equipment, etc.) including the placement of bar codes on all mechanical equipment and various building components. In addition to the completion of FCAs for each asset, AEI developed a global database of the equipment, it's condition and forecasting future maintenance and replacement requirements. An FCA inventory of compliance with the American's with Disabilities Act (ADA) was also included in the project's scope of work. Matthew Wasson performed project management, field inspections and provided senior level technical review on this assignment. Other AEI team members working on this project included Michael Novick, Don Gerardi and Joe Sloboda. Presentation: AEI utilized an FCA software application with similar capabilities to Kykloud as well as tablet data collection devices in developing FCA reports. AEI's project deliverables included narrative FCA reports, geo-coded photos, equipment & condition inventories, ADA accessibility data and cost estimates for future maintenance and replacements. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10 years capital expenditure budget. All that data is integrating seamlessly with the client's AssetWorks maintenance management software platform. Date: Completed July 2018 {11 II AEI Consultants C - FIRM & TEAM EXPERIENCE Village of Oak Park Portfolio, Oak Park, IL, Client: Village of Oak Park Illinois Contact: Lisa Shelley - Village Manager — (708) 383-6400 — villagemanager@oak- ark.us Project Discussion: AEI is preparing FCAs in accordance with ASTM E2018-15 on a portfolio of 2 fire stations and 3 water pumping station buildings comprising an area of 32,600 SF. AEI is capturing data in tablets and utilizing KyKloud software in the preparation of the FCA reports and global FCA database. Michael Novick, RA is performing field inspections and preparing the FCA analysis and project management and senior level technical review is being performed Matt Wasson. Presentation: AEI's project deliverables include narrative FCA reports, geo-coded photos, equipment & condition inventories, ADA accessibility data and cost estimates for future maintenance and replacements. Key information to be included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10-year capital expenditure budget. Date: January 2020 i Oak Park Mai Oak*J1 B01 11 � I 1 il f jl- AEI Consultants C - FIRM & TEAM EXPERIENCE Evergreen School District, San Jose, CA Client: Aedis Architects & Evergreen School District John Diffenderfer — President — (408) 221-9011 — idiffenderferaedisarchitects.com Project AEI completed Facility Condition Assessments on a portfolio of 18 Discussion: elementary and middle school campuses of the Evergreen School District as well as the district's main administrative offices. The portfolio comprises a total building area of over 1.2MM SF. As part of this assessment, AEI is completing an asset inventory and facility assessment in advance of proposed renovations. AEI is working closely with the design architect and school district to determine what systems and equipment can be salvaged prior to the design stage of rehabilitation. Preparation of a complete database of various building systems and equipment is also included in the scope of work. Presentation: AEI utilized an FCA software application with similar capabilities to Kykloud as well as tablet data collection devices in developing FCA reports. AEI's project deliverables include narrative FCA reports, geo-coded photos, equipment & condition inventories, ADA accessibility data and cost estimates for future maintenance and replacements. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10 years capital expenditure budget. All that data is integrating seamlessly with the client's maintenance management software platform. Date: Com leted December 2018 - Evergreen School District— --- - - f _ L AEI Consultants C - FIRM & TEAM EXPERIENCE Northrup Grumman Marine Systems, Sunnyvale, CA Client: Northrup Grumman Marine Systems Steve Winters — Manager — Facilities, Maintenance & Real Estate 408 735-2613 steve.wintgca@ngc.com Project AEI is in the process of completing a Facility Condition Assessment on this 70-acre Discussion: industrial complex in Northern, California. This property was first developed as an Iron Works in the early 20th century and played a significant role in defense production during World War II. AEI's FCA includes all 50 major buildings and 1,312,835 GSF of space as well as site improvements. In addition to the FCA, AEI is also completing a detailed California scope Accessibility Survey and we've also completing Seismic Risk Assessments with design recommendations on select historic buildings. Presentation: AEI utilized the Kykloud FCA data -gathering software as well as tablet data collection devices in developing detailed reports. A Narrative report was completed, along with a database and spreadsheet of all deficiencies which included projected maintenance activities. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10 years capital expenditure budget. Date: I October 2020 with an estimated completion date of June 2021 lit, . 1 ft AEI Consultants C - FIRM & TEAM EXPERIENCE Laguna Art Museum, Laguna Beach, CA Client: The Laguna Art Museum Contact: Joel Woodward — Director of Operations — 307 Cliff Drive, Laguna Beach, CA 92651 'woodard la unaartmuseum.or 949 494-8971 x206 Project AEI prepared Facility Condition Assessment/Property Condition Survey on an 18,000 SF Discussion: art museum and community center that was originally constructed in 1929 and expanded in 1986. The building was located on a zero -lot line basis and included 2 floors above grade plus a walk -out basement/terrace level. The assessment was completed in accordance with ASTM E2018-15. AEI's detailed investigation included the use of specialty system consultants which provided detailed analysis of the following building systems: 1) Building Envelope & Roof; 2) Mechanical, Electrical, Plumbing (MEP) / Fire & Life Safety & 3) Elevator Conveying Systems. AEI's detailed report included short term cost estimates related to deferred maintenance and accessibility upgrades. A long-term capital plan over a 15-year period for various system replacements and retrofits. Presentation: Narrative report with photographs detailing various building systems. Cost estimate tables were presented for immediate and life safety repairs, and a detailed capital reserve plan over a 15-year period. A Review of ADA requirements compliance and Seismic analysis was not included in the Scope of Work. Date: Project authorization was granted on 1/3/20 and was completed on 2/3/20 iails�° 11qq PPP I Opp 414� S L. A v,11, tl4• AEI Consultants C — FIRM & TEAM EXPERIENCE Kauai County Parks Portfolio - Kauai, Hawaii Owner: Owner: Dept. of Park & Recreation 4444 Rice Street Lihue HI 96777 Contact: Nancy McMahon: 808 241-4459 nmcmahon@kauai.gov Project AEI completed Facility Condition Assessments on a portfolio of 75 assets operated Discussion and maintained by the Kauai Department of Parks and Recreation. The assets include 10 community centers, a golf course, swimming pools, playing fields, beach parks, stadiums and one courthouse building. Buildings accounted for approximately 65,000 GSF. The project was completed in approximately 270 calendar days and was completed using data collection tablets and FCA report software. Matt Wasson was the Project Manager for this assignment. Carole Wilson and Weston Dockrey performed site inspections and prepared FCA Reports. Senior level technical review was performed by Kyle Christiansen who also acted as the Project Executive. Presentation: AEI utilized an FCA software application with similar capabilities to Kykloud as well as tablet data collection devices in developing FCA reports. AEI's project deliverables include narrative FCA reports, geo-coded photos, equipment & condition inventories, ADA accessibility data and cost estimates for future maintenance and replacements. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10 years capital expenditure budget. All that data is integrating seamlessly with the client's maintenance management software platform. Date: Completed December 2017 Ilk F,. t i ee ice-` A, _ a fir- AEI Consultants C - FIRM & TEAM EXPERIENCE Rocky Mountain Regional Medical Center — US Dept. of Veterans Affairs Client: DavEnergy Solutions & US Department of Veteran's Affairs Contact: Jason Ha e: Jason.ha davener .com — 912 667-7847 Portfolio AEI prepared a detailed Facility Condition Assessment on the VA Medical Center Discussion: campus in Aurora, Colorado. This new facility includes approximately 1.2 million square feet of space set on a 31-acre campus. The property is improved with 10 major campus/clinical buildings as well as a concourse connecting all improvements. A mechanical pant and two parking garages also exist on the campus and are included in the assessment. AEIs scope of work includes a complete inventory of all building systems as well as confirming the presence of various MEP equipment which was identified on design drawings. AEI's FCA survey also includes identifying discrepancies between construction drawings and as -built drawings. AEI's field inspection services are being utilized to amend the "as -built" drawings to reflect "true" conditions. Presentation: AEI utilized the Kykloud FCA data -gathering software as well as tablet data collection devices in developing detailed reports. Narrative reports will be completed, along with a database and spreadsheet of all deficiencies which included projected maintenance activities. Geocoded photos of deficiencies overlaid on maps and site plans will be provided and integrated into the FCA reports and database to be provided to the client. Date: Completed August 2019 !_max s NTUNF SITF VTR YA Yk�IGICBiE� 4_)AEI Consultants C - FIRM & TEAM EXPERIENCE Mercer County Parks Portfolio — Mercer County, NJ Client: Mercer County Parks Commission, 197 Blackwell Road, Pennington, New Jersey Contact: Mr. Joseph Pizza — Project Manager & Karl Thomas 609 847-3023 Portfolio AEI prepared Facility Condition Assessments in accordance with ASTM Discussion: E2018-15 on a portfolio of 27 county -owned properties which ranged in size from 1,482 SF to 43,796 SF of building area. The buildings and site improvements were associated with parks, recreation areas, farms, golf courses, as well as nature and wildlife centers. The scope of work also included a tier I ADA Survey for each facility. Joseph Slobada acted as the project manager and performed senior level technical review. All FCAs were completed within a 60-calendar day time frame and AEI utilized FCA data collection tablets and FCA report development software. Presentation: Narrative FCA reports with geo-coded photos, equipment/condition inventories, ADA accessibility data and cost estimates for future maintenance and replacements. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10 years capital expenditure budget in database format. Date: Completed January 2017 Metter county a 2 w 9��COMM►55`0 i _i I AEI Consultants C - FIRM & TEAM EXPERIENCE Maryland School for the Blind Client: Maryland School for the Blind William McCubbin — Facilities Director 410 444-5000 xt 1237 billmc mdschblind.or Project AEI completed a detailed Facility Condition Assessment on this historic institution Discussion: which was established in 1853. The Maryland School for the Blind is a private school located on a 70-acre campus in Baltimore. The school serves all of Maryland's public school districts and has outreach, educational and residential programs for children from birth to 21 years in age. AEI's FICA included all 28 buildings and 397,615 GSF of space as well as site improvements. Buildings included dormitories, residence buildings, a gymnasium, academic and office/administrative buildings and an indoor pool complex. The project was completed for Capital Planning Purposes in advance of State funding for various improvements. Presentation: AEI utilized the Kykloud FCA data -gathering software as well as tablet data collection devices in developing detailed reports. A Narrative report was completed, along with a database and spreadsheet of all deficiencies which included projected maintenance activities. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10 years capital expenditure budget. Date: I Completed October 2020 Ate The Maryland School for the Blind ACHIEVING INDEPENDENCE s � �,�6'T�. � ■I a I� ■ 11 WIT AEI Consultants C - FIRM & TEAM EXPERIENCE Municipal Facility Condition Assessment Experience City of Bowie- Maryland Portfolio Client: City of Bowie Maryland Contact: George Stephanos — Director of Public Works (301) 262-6200; gstephanos@cityofbowie.org Project AEI prepared Facility Condition Assessments in accordance with ASTM E2018-15 Discussion on a portfolio of 18 buildings comprising over 165,000 SF and site work associated with several parks (concession stands, office buildings, vehicle storage and maintenance buildings and the Bowie City Hall. A Tier I ADA Survey is also included in the Scope of Work. The project was completed utilizing data - collection tablets and software similar to K Cloud. Date I May 2017 & December 2018 • i 3 C"Y OF GP�uE �► AEI Consultants Appendix "D" D - UNDERSTANDING SCOPE OF SERVICES PROJECT STRATEGY & MANAGEMENT PLAN OVERVIEW: AEI has completed numerous FCA portfolios with multiple assets spread over substantial geographic areas. As such, both AEI and our team of professionals have learned how to effectively complete multi -site FCA portfolios in a timely and cost- effective manner. The most important lesson learned over the years is that effective planning and scheduling is critical for a successful project. Communicating with our clients and establishing expectations with regards to report format, cost categories and timing is also critical. PROJECT MOBILIZATION: Upon award of the project, AEI will obtain the necessary documentation available from the Client to include Building Plans/Blueprints, previously prepared Facility Condition Assessments, maintenance inspection reports, as well as any other pertinent documentation. At the mobilization stage of the project, AEI will also determine those team members (Refer to Section "C'� who are best qualified to work on the various portions of the project. AEI will also prepare a sample report format (with narrative and photo documentation sections) for approval from the client at the mobilization stage of the project. AEI will also conduct a Needs Analysis and review the existing computerized maintenance management software application (if any). This will facilitate AEI's data collection plan and also allow us to program our data collection tablets which will be used to abstract data during field inspection work. DOCUMENTATION REVIEW: AEI will review all building plans/blueprints for each project. This plan review is being conducted to determine if there would be any latent defects in the buildings' designs which could lead to premature failures of various systems. AEI's will also perform a thorough review of previous property condition inspection reports, capital improvement plans, and building maintenance history reports to determine the effective ages of the various equipment and major building systems. AEI will use this information in conjunction with data collected from our field inspection. AEI will also review available Asbestos and LBP surveys to determine if there are any environmental concerns associated with future building renovations/capital improvements which may require abatement, and thus increase cost estimates. INTERVIEWS: After a thorough review of all available project documentation and plans, AEI will interview individuals knowledgeable about the buildings' maintenance, capital improvements and energy consumption history. Interviews with outside maintenance firms and service providers (fire alarm, elevator, plumbing, mechanical, etc.) will also be conducted from the beginning of the project through the data analysis and reporting stage. FIELD INSPECTION (CONDITION ASSESSMENT): After a comprehensive review of plans, prior reports and energy consumption data, AEI will conduct a field inspection of the buildings and grounds of each property. AEI will also tailor the field inspection based upon the document reviews conducted prior to the site visits. At a minimum, the following areas will be surveyed: • All Buildings will be surveyed (roofs, mechanical areas, common areas, cellars, basements, exteriors). • All Site areas (100%) will be surveyed 100% of building exteriors will be surveyed 100% of building mechanical rooms will be surveyed. • A representative sampling of building interior areas will be surveyed. Emphasis will be placed on those units which are more susceptible to damage such as corner units, top floor units, etc. • All Assets will be inventoried and the condition of same will be assessed as part of the FCA. 4AEll Consultants D — UNDERSTANDING SCOPE OF SERVICES Attention to the Americans with Accessibility Act will be paid to common areas. An inventory of various building systems and equipment, it is effective age and condition will be taken during the field inspections. This information will be transposed to the various report sections: (Excel Capital Reserve Schedule, Photo Documentation) Costs associated with fire & life safety issues, deferred maintenance and a long-term capital reserve extending out to 10 years (or any specific timeframe requested by the client will be included in the report) ADA SURVEY: As part of the field inspection, AEI will incorporate elements as outlined in the City of Santa Ana's transition plan including budgetary requirements as provided. ELECTRONIC DATA COLLECTION: AEI's team of professionals his been utilizing tablet PC and iPads to collect information from the field. AEI will utilize Kykloud software application to develop the FCAs as well as tablet data collection devices to collect date from the field. This powerful system also allows AEI to geo-code and tag assets and take photographs of same. The system is designed to provide streamlined data collection, data processing and reporting capabilities. From the start of the walk- through survey, document review and interviews, to the generation of the narrative report, the system adapts to the natural work -flow, data capture, analysis and reporting processes required for a comprehensive Facility Condition Assessment. The wireless synchronization of data collection minimizes field time as it reduces duplicate data entry, improves quality assurance and control processes, and provides access to information that reflects current conditions. This system is also designed to synchronize with maintenance management software platforms. This is at both the application and database level. As such, the data can easily be uploaded to the client's existing maintenance management software program. AEI's software solution can also export the data into MS Excel format. DATABASE APPLICATION AEI will utilize the Kykloud software application, that perfectly syncs with AEI's data collection tablets. The system provides a central knowledge software base that is used to assist with the capital planning process. The database will generate up-to-the-minute information on deficiencies, corrective actions, equipment lifecycles, maintenance requirements and replacement dates for various building components. Facility Condition Database: AEI will provide an excel spreadsheet of our findings which include cost estimates, photos, recommended replacements, narrative descriptions, bar code data of equipment (if part of the scope of work). This database is building specific and global for the entire municipality. QR Bar Coding: AEI will place bar codes on all major equipment and incorporate same into the global FCA database. AEI has provided these services to the University of Alabama and the City of Columbia, MO. ldrft AEI Consultants D - UNDERSTANDING SCOPE OF SERVICES AEI will utilize tablets in the field for data collection and direct integration Tablets will also be utilized in the interview process with Facility a ' Maintenance Staff. 1 High Quality Photographs taken from tablets allow for data and geo-coding coordinates on facility components and deficiencies r � t Data Analysis & Report Format: AEI typically prepares one summary report for each building/facility with cost estimates and future capital reserve expenditures. These reports have typically included the following information: • General description of the building/facility in accordance with ASTM E2018-15. Summary discussion of major costs and significant identified Immediate issues. • A Facility Condition Needs Index (aka Life Cycle Cost Analysis) of the facilities and associated components. AEI Consultants D - UNDERSTANDING SCOPE OF SERVICES A Capital Planning Replacement Reserve for 10 years (at client's discretion) for various equipment and assets. MS Excel Report Cost Data sheet with details of component information including quantity, size, and cost indices (inflation factor) Photos of Assets and deficiencies and identifying same with GIS coordinates. Database & Computerized Maintenance Management System (CMMS) Integration: AEI partners with Four Winds Group to provide CMMS capability with work ordering ticketing. These systems have been designed to seamlessly integrate with AEI's data sets. Four Winds Group provides Maintenance Productivity Enhancement Tool (M-PET) as part of this submission package. The key features of M-PET: • Assets — Create, modify, and track any and all of your business's assets. • Personnel — Track all of your personnel through one easy and concise screen. • Preventative Maintenance — One of the biggest areas of focus of any maintenance division. An orchestrated and followed preventative maintenance plan is invaluable down the road, saving work hours, materials, and money. • Jobs — Handle anything related to a particular Job all on one, easy to follow screen. Track and update Jobs real-time, as work is completed on them. • Materials / Parts — Stay on top of needed spares or material to plan and complete jobs. • Production — Keep track of everything from efficiency and downtime to repair time and breakdown response time quickly and easily. • Reports — Print reports directly from M-PET. • Schedule —Get a detailed overview of current jobs using our calendar scheduler. • GPS — 3 Axis Location Assignment — This allows for both Point and Elevation Location for a Job or Asset. The system will display the Location on a map. J.J, =� Tab i ea � w eno � caleMar �yy� �Gexnnel � 0.0uvntl JCJ� aY_ 4nM1 Lr,aR I �cunry LaNs Ptyu�z .ns racAin: POs saay�,. I ean crca caun�s I AEI Consultants D — UNDERSTANDING SCOPE OF SERVICES Pilot Project: In accordance with the Scope of Work, AEI will complete the first building FCA as a Pilot project. Schedule & Time Frame: AEI will complete all required tasks associated with this project within 180 Calendar Days (approximately 6 months). A tentative schedule for the tasks and milestones associated with the project is presented in Section 6 of this Qualifications Package Data Migration & Integration: AEI will upload all FCA data (narrative reports, photos, bar coding, cost database, Level I Energy Audits (if included in scope), etc. into the City's Computerized Maintenance Management System (CMMS) Fiscal Model: After completion of the FCA, AEI will develop a fiscal model and cash Flow analysis for the most effective way to make replacements and improvements throughout the portfolio. This will be based on presumed dates of equipment failure across the portfolio and to get the most advantageous fees from contractors and suppliers that will be completing work associated with same. Training: AEI will provide all the necessary training associated with utilizing CMMS software and the data that AEI will provide for same. PowerPoint Presentation: After the completion of the project, AEI will provide up to PowerPoint presentations of our findings to the City well as elected officials and the public. 4AE11 Consultants Appendix "E" E — RELEVANT PROJECT EXPERIENCE AEI has substantial experience in conducting Facility Condition Assessments (FCAs) on large portfolios of assets for government entities. AEI has a separate Capital Planning consulting team which specializes in the completion of Building Condition Assessments for Municipalities, K-12 School Systems and University Campuses. AEI utilizes state of the art data collection tablets and software to prepare our reports. AEI's Capital Planning team also has specialized experience in working with the municipalities and are specifically trained for this type of consulting. To date, AEI has completed FCA reports in excess of 50 Million SF of building space. AEI has substantial experience in providing these services which is outlined in the various sections of this Qualifications Package. Matt Wasson, who'll be acting as the Project Manager is an expert in performing Facility Condition Assessments for municipalities and university campuses. AEI will take a systematic approach to completing this FCA project. As can be seen in the attached qualifications package, the highlights and benefits of AEI's expertise are as follows: • Expert Facility Assessment Staff — AEI's team of professionals have municipal FCA experience, as well as over 200 years of combined experience in the fields of architecture, engineering, cost estimating and construction management. • Proven record of success in preparing FCAs on multiple park facilities. • Cutting Edge Technology — AEI will be utilizing tablet PCs in order to collect and streamline data, take representative photographs and perform a GPS inventory of equipment. • Dedication to Customer Service - AEI's depth of staff involved with the project will ensure that client questions and comments are responded to within 1 hour. • Training for facilities staff with respect to all aspects of AEI's deliverables. City of Bowie- Maryland Portfolio Client: City of Bowie Maryland Contact: George Stephanos — Director of Public Works (301) 262-6200; gstephanos@cityofbowie.org Project AEI prepared Facility Condition Assessments in accordance with ASTM E2018-15 on a Discussion portfolio of 18 buildings comprising over 165,000 SF and site work associated with several parks (concession stands, office buildings, vehicle storage and maintenance buildings and the Bowie City Hall. A Tier I ADA Survey is also included in the Scope of Work. The project was completed utilizing data -collection tablets and software similar to K Cloud. Date Ma 2017 & December 2018 .,. _ _ .... rrrrW JA AEI Consultants E — RELEVANT PROJECT EXPERIENCE City of Columbia, Missouri Client: City of Columbia Missouri — Department of Public Works Contact: David Nichols — Public Works Director; (573) 874-7255, david.nichols@como.go Dan Darnell — Purchasing Manager 573 874-7255 dan.darnell@como.gov Project AEI prepared FCAs in accordance with ASTM E2018-15 on a portfolio of 23 Discussion: buildings owned and operated by the City of Columbia. The portfolio comprised an area of 423,896 SF and consist of fire stations, a police station, a police training center, armory, city hall and various office buildings and a clinic. AEI is also completed bar coding of all assets and is also performed a cursory Level I Energy Audit to determine if the installation of Energy Conservation Measures would have any measurable impact upon energy savings. Matt Wasson, Don Gerardi and Michael Novick performed field inspections. Kyle Christiansen acted as the Project Executive and Project Manager and performed senior level technical review. Presentation: AEI utilized an FCA software application with similar capabilities to Kykloud as well as tablet data collection devices in developing FCA reports. AEI's project deliverables include narrative FCA reports, geo-coded photos, equipment & condition inventories, ADA accessibility data and cost estimates for future maintenance and replacements. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RUB) of equipment and building systems, and a 10 years capital expenditure budget. All that data is integrating seamlessly with the client's maintenance management software platform. Date: Com leted May 2018 hi 1 Il■1 . w n Per AEI Consultants E - RELEVANT PROJECT EXPERIENCE University of Alabama - Tuscaloosa, AL Client: University of Alabama - Tuscaloosa Contact: Clint Hamner — Facility Condition Assessment Program Manager (205) 799-9970 (tel); chamnerCalfa.ua.edu Marlene Thomas — Purchasing Manager 205 348-5552• mthomas@�fa.ua.edu Project AEI completed Facility Condition Assessments on a portfolio of over 200 buildings Discussion: comprising over 10.2 Million SF. The buildings were a mix of various campus structures to include residence halls and apartments, libraries, academic buildings, laboratories, dining halls, clinics/medical buildings, museums, office buildings, maintenance building and an energy/mechanical plant. As part of this assessment, AEI completed an asset inventory (roofs, fire protection equipment, HVAC equipment windows, mechanical equipment, etc.) including the placement of bar codes on all mechanical equipment and various building components. In addition to the completion of FCAs for each asset, AEI developed a global database of the equipment, it's condition and forecasting future maintenance and replacement requirements. An FCA inventory of compliance with the American's with Disabilities Act (ADA) was also included in the project's scope of work. Matthew Wasson performed project management, field inspections and provided senior level technical review on this assignment. Other AEI team members working on this project included Michael Novick, Don Gerardi and Joe Sloboda. Presentation: AEI utilized an FCA software application with similar capabilities to Kykloud as well as tablet data collection devices in developing FCA reports. AEI's project deliverables included narrative FCA reports, geo-coded photos, equipment & condition inventories, ADA accessibility data and cost estimates for future maintenance and replacements. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10 years capital expenditure budget. All that data is integrating seamlessly with the client's AssetWorks maintenance management software platform. Date: Com leted July 2018 r y. '64A AEI Consultants E - RELEVANT PROJECT EXPERIENCE Village of Oak Park Portfolio, Oak Park, IL Client: Village of Oak Park Illinois Contact: Lisa Shelley - Village Manager — (708) 383-6400 — villagemanager@oak- ark.us Project Discussion: AEI is preparing FCAs in accordance with ASTM E2018-15 on a portfolio of 2 fire stations and 3 water pumping station buildings comprising an area of 32,600 SF. AEI is capturing data in tablets and utilizing KyKloud software in the preparation of the FCA reports and global FCA database. Michael Novick, RA is performing field inspections and preparing the FCA analysis and project management and senior level technical review is being performed Matt Wasson. Presentation: AEI's project deliverables include narrative FCA reports, geo-coded photos, equipment & condition inventories, ADA accessibility data and cost estimates for future maintenance and replacements. Key information to be included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10-year capital expenditure budget. Date: January 2020 Knee Oak Park AEI Consultants E - RELEVANT PROJECT EXPERIENCE Evergreen School District, San Jose, CA Client: Aedis Architects & Evergreen School District John Diffenderfer — President — (408) 221-9011 — jdiffenderferaedisarchitects.com Project AEI completed Facility Condition Assessments on a portfolio of 18 Discussion: elementary and middle school campuses of the Evergreen School District as well as the district's main administrative offices. The portfolio comprises a total building area of over 1.2MM SF. As part of this assessment, AEI is completing an asset inventory and facility assessment in advance of proposed renovations. AEI is working closely with the design architect and school district to determine what systems and equipment can be salvaged prior to the design stage of rehabilitation. Preparation of a complete database of various building systems and equipment is also included in the scope of work. Presentation: AEI utilized an FCA software application with similar capabilities to Kykloud as well as tablet data collection devices in developing FCA reports. AEI's project deliverables include narrative FCA reports, geo-coded photos, equipment & condition inventories, ADA accessibility data and cost estimates for future maintenance and replacements. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10 years capital expenditure budget. All that data is integrating seamlessly with the clients maintenance management software platform. Date: Completed December 2018 4 Evergreen - - School District - s r IL 'I AEI Consultants E - RELEVANT PROJECT EXPERIENCE Northrup Grumman Marine Systems, Sunnyvale, CA Client: Northrup Grumman Marine Systems Steve Winters — Manager — Facilities, Maintenance & Real Estate 408 735-2613 steve.winLers@n_qc.com Project AEI is in the process of completing a Facility Condition Assessment on this 70-acre Discussion: industrial complex in Northern, California. This property was first developed as an Iron Works in the early 20th century and played a significant role in defense production during World War II. AEI's FCA includes all 50 major buildings and 1,312,835 GSF of space as well as site improvements. In addition to the FCA, AEI is also completing a detailed California scope Accessibility Survey and we've also completing Seismic Risk Assessments with design recommendations on select historic buildings. Presentation: AEI utilized the Kykloud FCA data -gathering software as well as tablet data collection devices in developing detailed reports. A Narrative report was completed, along with a database and spreadsheet of all deficiencies which included projected maintenance activities. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10 years capital expenditure budget Date: October 2020 with an estimated completion date of June 2021 F. � J I r r AEI Consultants E - RELEVANT PROJECT EXPERIENCE Laguna Art Museum, Laguna Beach, CA Client: The Laguna Art Museum Contact: Joel Woodward — Director of Operations — 307 Cliff Drive, Laguna Beach, CA 92651 •woodard la unaartmuseum.or 949 494-8971 x206 Project AEI prepared Facility Condition Assessment/Property Condition Survey on an 18,000 SF Discussion: art museum and community center that was originally constructed in 1929 and expanded in 1986. The building was located on a zero -lot line basis and included 2 floors above grade plus a walk -out basement/terrace level. The assessment was completed in accordance with ASTM E2018-15. AEI's detailed investigation included the use of specialty system consultants which provided detailed analysis of the following building systems: 1) Building Envelope & Roof; 2) Mechanical, Electrical, Plumbing (MEP) / Fire & Life Safety & 3) Elevator Conveying Systems. AEI's detailed report included short term cost estimates related to deferred maintenance and accessibility upgrades. A long-term capital plan over a 15-year period for various system replacements and retrofits. Presentation: Narrative report with photographs detailing various building systems. Cost estimate tables were presented for immediate and life safety repairs, and a detailed capital reserve plan over a 15-year period. A Review of ADA requirements compliance and Seismic analysis was not included in the Scope of Work. Date: Project authorization was granted on 1/3/20 and was com leted on 2/3/20 k A ■' PF lr T "AEI Consultants E - RELEVANT PROJECT EXPERIENCE Kauai County Parks Portfolio - Kauai, Hawaii Owner: Owner: Dept. of Park & Recreation 4444 Rice Street Lihue HI 96777 Contact: Nancy McMahon: 808 241-4459 nmcmahon@kauai.gov Project AEI completed Facility Condition Assessments on a portfolio of 75 assets operated Discussion and maintained by the Kauai Department of Parks and Recreation. The assets include 10 community centers, a golf course, swimming pools, playing fields, beach parks, stadiums and one courthouse building. Buildings accounted for approximately 65,000 GSF. The project was completed in approximately 270 calendar days and was completed using data collection tablets and FCA report software. Matt Wasson was the Project Manager for this assignment. Carole Wilson and Weston Dockrey performed site inspections and prepared FCA Reports. Senior level technical review was performed by Kyle Christiansen who also acted as the Project Executive. Presentation: AEI utilized an FCA software application with similar capabilities to Kykloud as well as tablet data collection devices in developing FCA reports. AEI's project deliverables include narrative FCA reports, geo-coded photos, equipment & condition inventories, ADA accessibility data and cost estimates for future maintenance and replacements. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10 years capital expenditure budget. All that data is integrating seamlessly with the client's maintenance management software platform. Date: Completed December 2017 t 4 4' r_ I -r A ey AEI Consultants E — RELEVANT PROJECT EXPERIENCE Rocky Mountain Regional Medical Center — US Dept. of Veterans Affairs Client: DavEnergy Solutions & US Department of Veteran's Affairs Contact: Jason Ha e: jason.ha davener .com — 912 667-7847 Portfolio AEI prepared a detailed Facility Condition Assessment on the VA Medical Center Discussion: campus in Aurora, Colorado. This new facility includes approximately 1.2 million square feet of space set on a 31-acre campus. The property is improved with 10 major campus/clinical buildings as well as a concourse connecting all improvements. A mechanical pant and two parking garages also exist on the campus and are included in the assessment. AEIs scope of work includes a complete inventory of all building systems as well as confirming the presence of various MEP equipment which was identified on design drawings. AEI's FCA survey also includes identifying discrepancies between construction drawings and as -built drawings. AEI's field inspection services are being utilized to amend the "as -built" drawings to reflect "true" conditions. Presentation: AEI utilized the Kykloud FCA data -gathering software as well as tablet data collection devices in developing detailed reports. Narrative reports will be completed, along with a database and spreadsheet of all deficiencies which included projected maintenance activities. Geocoded photos of deficiencies overlaid on maps and site plans will be provided and integrated into the FCA reports and database to be provided to the client. Date: Completed August 2019 IE j� 4!llS._ deg �r rYFat SITE Of ltit Y4 NEUICAI CFNi[R q, AEI Consultants E - RELEVANT PROJECT EXPERIENCE Mercer County Parks Portfolio — Mercer County, NJ Client: Mercer County Parks Commission, 197 Blackwell Road, Pennington, New Jersey Contact: Mr. Joseph Pizza — Project Manager & Karl Thomas 609 847-3023 Portfolio AEI prepared Facility Condition Assessments in accordance with ASTM Discussion: E2018-15 on a portfolio of 27 county -owned properties which ranged in size from 11482 SF to 43,796 SF of building area. The buildings and site improvements were associated with parks, recreation areas, farms, golf courses, as well as nature and wildlife centers. The scope of work also included a tier I ADA Survey for each facility. Joseph Slobada acted as the project manager and performed senior level technical review. All FCAs were completed within a 60-calendar day time frame and AEI utilized FCA data collection tablets and FCA report development software. Presentation: Narrative FCA reports with geo-coded photos, equipment/condition inventories, ADA accessibility data and cost estimates for future maintenance and replacements. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10 years capital expenditure budget in database format. Date: Completed January 2017 t w' 9 0 CO M IS ►1r-- _ fit...' ,�=1•.et...e:.t�s�� AE1 Consultants E — RELEVANT PROJECT EXPERIENCE Maryland School for the Bl Client: Maryland School for the Blind William McCubbin — Facilities Director 410 444-5000 xt 1237 billmc mdschblind.or Project AEI completed a detailed Facility Condition Assessment on this historic institution Discussion: which was established in 1853. The Maryland School for the Blind is a private school located on a 70-acre campus in Baltimore. The school serves all of Maryland's public school districts and has outreach, educational and residential programs for children from birth to 21 years in age. AEI's FICA included all 28 buildings and 397,615 GSF of space as well as site improvements. Buildings included dormitories, residence buildings, a gymnasium, academic and office/administrative buildings and an indoor pool complex. The project was completed for Capital Planning Purposes in advance of State funding for various improvements. Presentation: AEI utilized the Kykloud FCA data -gathering software as well as tablet data collection devices in developing detailed reports. A Narrative report was completed, along with a database and spreadsheet of all deficiencies which included projected maintenance activities. Key information included in the reports is each building's Facility Condition Index (FCI), Expected and Remaining Useful Lives (EULs & RULs) of equipment and building systems, and a 10 years capital expenditure budget. Date: Completed October 2020 The Maryland School for the Blind ACHIEVING INDEPENDENCE Z_. g AEI Consultants E - RELEVANT PROJECT EXPERIENCE County of Kauai — Waste Water (CMMS) Client: Coun of Kauai Project The Wastewater Treatment Facilities Program is responsible for the operation, Discussion: maintenance and repair of all County wastewater collection, treatment and disposal facilities in order to provide a consistent and reliable level of performance necessary to protect health and the environment. Activities include preventive maintenance (PM), treatment process control, wastewater effluent reuse, solids management, safety and training, laboratory monitoring for regulatory compliance. Objectives for the Asset and Maintenance Management Control: 1. Identify and record all assets located at the four plants and associated pump stations located throughout the island. 2. Track and record ALL maintenance activities, both preventive and corrective. 3. Define PM requirements and establish leveled schedules designed to properly maintain assets and extend longevity. 4. Accurately monitor maintenance costs for all assets and support life cycle determinations. 5. Ability to produce reliable reporting measures. Current 1. Nearly 1,200 assets are being maintained by 25 maintenance staff distributed Status: among the four plants. 2. On -going interfacing to identify and document replacement and/or additional assets. 3. On -going training and support to include development/refinement of PM Tasks as well as Maintenance Routes designed to minimize work orders. 4. Database is providing feedback through on-line services and reports to assist management in developing future goals, projects, and schedules. 5. Reliance on maintenance management system for asset management. t RM AEI Consultants E - RELEVANT PROJECT EXPERIENCE County of Kauai — Roads (CMMS) Client: County of Kauai Project The Roads Maintenance Division performs roads pavement, shoulder, bridge, Discussion: sidewalk/driveway/curb/gutter, levee and appurtenances maintenance and repairs; installation and maintenance of traffic and safety devices; installation, maintenance and repair of signs and road markings. The Roads Maintenance Division supports the Department of Parks and Recreation and the Solid Waste Division on a regular basis and supports other agencies on an as needed basis. Objectives for the Asset and Maintenance Management Control: 1. Identify and record all assets located throughout the island. 2. Track and record ALL maintenance activities, both preventive and corrective. 3. Accurately monitor maintenance costs for all assets and support life cycle determinations. 4. Ability to produce reliable reportinq measures. Current 1. Nearly 24,000 roadway functions are being maintained by 73 staff located at one Status: of three base yards. 2. On -going interfacing to identify and document replacement and/or additional assets. 3. On -going training and support. 4. Database is providing feedback through on-line services and reports to assist management in developing future goals, projects, and schedules. 5. Reliance on maintenance management system for asset management. go�~ (04-AE11 Consultants E — RELEVANT PROJECT EXPERIENCE Green Airport (CMMS Client: Rhode Island Airport Corporation Project RIAC is the corporation overseeing the TF Green Airport, as well as 5 other smaller Discussion: airports, just south of Providence Rhode Island. M-PEf is currently be utilized at the garage facility to track maintenance PM's, inventory costs, and job history and costs. They have typical passenger traffic in the area of 4 million passengers per year. Objectives for the Asset and Maintenance Management Control: 1. Convert all active items from old Access CMMS to M-PET 2. Track ALL maintenance activities, both preventive and corrective, for assets associated with the equipment. 3. Assist with Preventive Maintenance (PM) requirements and establish leveled schedules designed to properly maintain assets and extend longevity. 4. Accurately monitor maintenance costs for all assets and support life cycle determinations. Current 1. Around 250 assets are being maintained by 4 Maintenance staff. Status: 2. On -going interfacing to identify and document additional assets. 3. On -going development/refinement of PM Tasks 4. Future integration with fuel pump program to monitor vehicle mileage and performance ITAF AEI Consultants Appendix "F" Appendix ATTACHMENT 3: REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional panes if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: Davenenergy Solutions Contact Individual: Jason Happe Address: 2207 Garnet Ave- Suite I Phone Number: San Diego, CA 92109 Facsimile Number: Contract Amount: $403,783.43 Year: Description of supplies, equipment, or services provided: 2019-2020 912.667.7847 We delivered Capital Flaming Reports using the CAD/DIM for VA Centers in Colorado and California. Reference Customer Name: Maryland School for the Blind Contact Individual: William McCubbin Address: 3501 Taylor Ave Phone Number: Baltimore, MD 21236 Facsimile Number: Contract Amount: $35,939 Year: Description of supplies, equipment, or services provided: 2020 410.444.5000 x1237 We delivered a Capital Reserve Analysis Summary Report. We also provided a narrative Preventative Maintenance Report using a Facility Dude computerized maintenance management software application. Reference Customer Name: City of Columbia Contact Individual: David Nichols/ Dan Darnell Address: 701 East Broadway Phone Number: -David, 573 874.7255/ Dan, 573 874 7255 Columbia, MO 65205 Facsimile Number: Contract Amount: $68 240 Year: 2018 Description of supplies, equipment, or services provided: AEI prepared FCAs in accordance with ASTM E2018-15 on a portfolio of 23 buildings owned and operated by the City of Columbia. The portfolio comprised an area of 423,896 SF and consist of fire stations, a police station, a police THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. 23 Appendix ATTACHMENT 3: REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: Mercer County Parks Contact Individual: Joseph Pizza Address: McDade Administration Bldgs, 640 S phone Number: 609.847.3023 Trenton, NJ 08650 Facsimile Number: Contract Amount: $64,800 Year: 2016 & 2017 Description of supplies, equipment, or services provided: AEI prepared Facility Condition Assessments in accordance with ASTM E2018-15 on a portfolio of 27 county - owned properties which ranged in size from 1,482 SF to 43,796 SF of building area. Reference Customer Name: Village of Oak Park Contact Individual: Lisa Shelley Address: 201 South Boulevard Phone Number: 708.383.6400 Oak Park, IL 60302 Facsimile Number: Contract Amount: $15,050 Year: 2019 Description of supplies, equipment, or services provided: AEI is preparing FCAs in accordance with ASTM E2018-15 on a portfolio of 2 fire stations and 3 water pumping station buildings comprising an area of 32,600 SR AM is capturing data in tablets and utilizingKKyKloud software in the preparation of the FCA reports and global FCA database. Reference Customer Name: Kauai County Parks Contact Individual: Nancy McMahon Address: 4444 Rice Street - Ste 303 Phone Number: 808.241.4288 Lihu'e HI 96766 Facsimile Number: Contract Amount: $139, 675 Year: 2017 Description of supplies, equipment, or services provided: 808.241.6297 THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. 23 Appendix ATTACHMENT 3: REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: City of Bowie, Maryland Contact Individual: George Stephanos Address: 15901 Exalibur Road Phone Number: 301.262.6200 Bowie, MD 20716 Facsimile Number: Contract Amount: $21,400 Year: 2017 & 2018 Description of supplies, equipment, or services provided: AEI prepared Facility Condition Assessments in accordance with ASTM E2018-15 on a portfolio of 18 buildings comprising over 165,000 SF and site work associated with several parks (concession stands, office buildin s, vehicle storage and maintenance buildings and the Bowie City Hall. Referee Customer Name: The Laguna Art Museum Contact Individual: Joel Woodward Address: 307 Cliff Drive Phone Number: 301.262.6200 Laguna Beach, CA 92651 Facsimile Number: Contract Amount: $4,400 Year: 2020 Description of supplies, equipment, or services provided: AEI prepared Facility Condition Assessment/Property Condition Survey on an 18,000 SF art museum and community center . The detailed investigation included the use of specialty system consultants which provided detailed analysis of the following building systems: 1) Building Envelope & Roof; 2) Mechanical, Electrical, Plumbing (MEP) / Fire & Life Safety & 3)Elevator Conveying Systems. Reference Customer Name: City of Providence Contact Individual: Brian Hull Address: 444 Westminster Street Phone Number: 401.680.8409 Providence, RI 02903 Facsimile Number: Contract Amount: $50,000 Year: Description of supplies, equipment, or services provided: AEI completed FCA evaluations for 20 City -owned properties throught Providence. We evaluated the physical condition of each property in order to document the level of repairs necessary to bring the buildings and parcels back to good condition. THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. 23 Appendix 7 ATTACHMENT 3: REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Northrup Grumman Customer Name: Marine Systems Contact Individual: Steve Winters Address: 401 East Hendy Ave Phone Number: Sunnyvale, CA 94086 Facsimile Number: 408.735.2613 Contract Amount: $165,000 Year: 2020 & 2021 Description of stpplies, quipment, or services provided: AEI's FCA includes aIN0 major buildings and 1,312,835 GSF of space as well as site improvements. In addition to the FCA. AEI is also completing a detailed California scope Accessibility Survey and we've also completing Seismic Risk Assessments with design recommendations on select historic buildings. Refefence Customer Name: Richalnd County Govt. Contact Individual: Jennifer Wladischkin Address: 2020 Hampton Street Phone Number: 803.576.2126 Columbia, SC 29204 Facsimile Number: Contract Amount: $25,700 Year: 2019 Description of su pplies, equipment, or services provided: AEI prepared FpC As on three County properties located at Columbia Place Mall. Richland. The purpose of the assessments was to identify safety concerns associated with the real estate assets Reference Customer Name: Contact Individual: Address: Contract Amount: Number: Facsimile Number: Year: Description of supplies, equipment, or services provided: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. 23 Appendix "G" APPENDIX ATTACHMENT 5: CERTIFICATIONS NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) In conformance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any other BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note: The above Non -collusion Affidavit is part of the Proposal. BIDDERS are cautioned that making false certification may bject the certifier to criminal prosecution. Signed '— /h"fsq(f,_rn State of -6� County of S (4 lK - Subscribed and sworn to (or affirmed) before me on this �_ day of /— ( , 20 1f by , proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me Notary Public Signature 34 Notary Public Seal MATTHEW KAPLAN Notary Public Commonwealth of Massaahusefts My Comm. Expires May 21, 2021 9ry ors-a��ra�l NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Signed: I ' I - Title: Executive Vice President Firm: AEI Consultants Date: 35 NON-DISCRIMINATION CERTIFICATION The undersigned Contractor or corporate officer, during the performance of this contract, certifies as follows: The Contractor shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Contractor shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Contractor shall, in all solicitations or advertisements for employees placed by or on behalf of the Contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. The Contractor shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Contractor's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Contractor shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Contractor shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Contractor's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Contractor may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. 910 The Contractor shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Contractor becomes involved in, or is threatened with, litigation with a subContractor or Contractor as a result of such direction by the administering agency, the Contractor may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon publicworks because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any Contractor of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. ;r. Signed: Title: Executive Vice President Firm: AEI Consultants Date: 4/5/2021 37 Appendix "H" Matthew E. Wasson — Vice President, Capital Planning Services BS — Bachelor of Science, Civil and Environmental Engineering, University of Cincinnati Mr. Wasson has more than 25 years' experience with engineering and environmental assessments. He has performed thousands of site surveys and directed thousands of due diligence assessments for HUD clients, Federal and State clientele, Higher and Lower Education Institutions, Capital Market entities, and Equity Investors in all 50 states and two United States territories. Mr. Wasson is knowledgeable with the ASTM Standard Guide for Property Condition Assessments and Phase I Environmental Site Assessments, accessibility standards including UFAS, FHAA, ADA, and Section 504. Mr. Wasson has a thorough understanding of the various site and building components and systems that make up a property, the types of issues that arise, and needs of the clients. RELEVANT PROJECT EXPERIENCE • Northrop Grumman Corporation — Directed and managed Facility Condition Assessments and Accessibility Survey at a campus composed of 49, multi -use buildings, some dating from before 1945. Aided Client in developing repair/replacement hierarchy and prioritization schedule. • General Services Administration - Development and implementation of Facility Condition Assessment Program to comply with the GSA Building Engineering Report program evaluating 40 facilities with over 15 million square feet utilizing architectural, engineering, and specialty service personnel. • University of Alabama — Directed and managed multi -disciplinary team to develop 10-Year forecast of site and building component maintenance and life cycle replacement recommendations as well as accessibility barriers. Included developing inventory of mechanical equipment with bar coding to import into computer maintenance monitoring system. Evaluation scope included over 10 million square feet comprised of 195 structures composed of modern construction, historical buildings, residential high-rise buildings, sports complexes, science institutions, and senior living facilities. • Arlington County Government, VA — Responsible for designing and implementing a project approach that provided comprehensive facility condition assessments services consisting of evaluating backlog maintenance and costs required to remedy deteriorating conditions, identify near -term needs to maintain standards, and assure the service integrity of aging systems and building components. In addition, established a facility condition baseline for benchmarking and tracking progress, and developing cost estimates and priorities for major repair and replacement projects. Portfolio consisted of 65 properties which equated to over 1.5 million square feet. • Diocese of Arlington, Arlington VA — Created and implemented an assessment model to identify, evaluate, and prioritize Capital Improvement Projects, Healthy and Safety repairs, and Accessibility deficiencies. The goal of the facility condition assessments was to enable the Diocese to prioritize funding and allow a global view of the condition of the school systems in the Parishes. AEI Consultants Joe Sloboda, 7.D., IEEE -Vice President - Building Assessments J.D — Law, Pace University School of Law, 1987 B.S. — Mechanical Engineering, Rutgers University, 1984 B.A. — Political Science, Fairleigh Dickinson University, 1984 Mr. Sloboda has experience in the capital planning and asset management industry for the last ten years. Prior to this period Mr. Sloboda has worked extensively in project management and system design in the electrical distribution and transmission fields. Project experience for Mr. Sloboda includes: State of New Mexico — Directed and served as primary reviewer for the Physical Condition Assessment (PCA) survey of all state owned properties for the General Services Department, the project consisted of over 850 buildings, including prisons, offices, medical and various facilities. New York State School Construction Authority (SCA) — Deputy project manager responsible for operations for the Building Condition Assessment Survey (BCAS), an annual physical condition examination of all properties maintained by the New York City Department of Education including over 1,500 schools and ancillary structures throughout the five boroughs of New York City. Provided capital planning data for the SCA to determine viability of additional school construction and proactive maintenance. • Town of Hull, Massachusetts — Managed and was primary reviewer for Physical Condition Assessment (PCA) of all municipal properties owned by the town, devised twenty-year capital plan working with city officials to most effectively allocate limited resources. • State of Vermont — Lead reviewer of statewide building condition survey (BCA) including historic structures and buildings with special conditions. • City of Pittsburg Housing Authority (HACP), PA — Managed and reviewed submittal documents in support of $ 35,000,000 HUD Community Housing Block Grant to successful conclusion. • Ohio State University — Reviewed electronically collected data for Green Physical Needs Assessment (GPNA) reports for all university buildings providing Green Alternatives and Energy Conservation Measures (ECM) to create an environmentally friendly campus. • Lee County Hospital Corp. (Florida) — Managed and provided designs for new hospital electrical construction project. Multimillion dollar electrical installation of state of the art electrical system for new 250 bed hosnital. Institute of Electrical and Electronic Engineers U.S. Green Building Council National Fire Protection Association — Electrical Section Roy Anderson PE — Vice President, Seismic Risk Services University of California, San Diego; BS Structural Engineering 1990 Mr. Anderson currently oversees and manages the Seismic Services Division of AEI's Building Assessments Department. Responsibilities include Senior Assessment of Seismic Risk Assessment Reports, Conducting Peer Reviews, scheduling, Seismic Retrofit Design, interfacing with Clients, providing outreach and education to Clients and Building Owners. Mr. Anderson has over 39 years of construction, construction management, structural design, seismic retrofit, capital planning, structural assessment, and commercial due diligence experience. He owned and operated a successful structural design consulting firm for over 14 years. His project experience includes public infrastructure, public works, and private developments including both residential and commercial projects. He has acted as a regional manager for a national consulting services firm overseeing property and casualty and seismic risk assessment operations in the western states, performing over 2000 Seismic Risk Assessment (Probable Maximum Loss) assessments and reports in the seismically active United States, Europe, and Mexico, over 100 Property Condition Assessments, and over 400 Property Damage Assessments for the insurance industry in 38 states. Some of his specific areas of expertise include: forensic analysis of architectural and structural damage, seismic assessments of buildings, structural remediation and rehabilitation of properties (URM, Historic, seismic, tornado, hurricane, flood, and fire), and structural design of swimming pools, wood and timber framed structures, structural steel structures, reinforced concrete structures, reinforced masonry structures, and pre - manufactured light gage steel structures. Mr. Anderson has experience in the capital planning. Project experience for Mr. Anderson includes: • Northrup Grumman Corporation — Directed Structural Assessments and served as primary reviewer on industrial assets. Recommendations were prioritized and categorized with regards to impact on ancillary building systems. • Korean Consulate Office — Directed Structural Assessment and served as primary reviewer on various assets. Professional Engineer, California, Civil 82059 California Licensed General Contractor, B641049, Inactive ATC First Responder Training, California OES Volunteer Redwood Empire Remodelers Association, Board Member, Past President Appointed to the City of Santa Rosa Board of Building Regulations Appeals, Chairman Committee Member ASTM WK55885 Seismic Risk Assessment of Real Estate Portfolios American Society of Civil Engineers (ASCE) Structural Engineers Association of Northern California (SEAONC) Earthquake Engineering Research Institute (EERI) AEI Consultants Michael Novick, Sr. — Senior Project Manager B.A School of Environmental Design and Planning, University of Colorado, Boulder 1983 Mr. Novick has 38 years of experience in the design and development of buildings, capital planning, and facility condition assessments. Since 2015, Mr. Novick has been the Sr. Project Manager within the Building Sciences and Engineering division, Capital Planning Services group of AEI Consultants. Principal responsibilities include leading portfolio assessment teams, managing client relationships, and review of technical reports. Mr. Novick is knowledgeable with the ASTM Standard Guide for Property Condition Assessments, accessibility standards including UFAS, FHAA, ADA, and Section 504. Mr. Novick has a thorough understanding of the various site and building components and systems that make up a property, the types of issues that arise, and needs of the clients. RELEVANT PROJECT EXPERIENCE • Maryland School for the Blind - Development and implementation of Facility Condition Assessment and Preventative Maintenance Program to comply with the State of Maryland budgeting program requirements, evaluating 13 facilities utilizing architectural, engineering, and specialty service personnel. Responsible for designing and implementing a project approach that provided comprehensive facility condition assessments services consisting of evaluating backlog maintenance and costs required to remedy deteriorating conditions, identify near -term needs to maintain standards, and assure the service integrity of aging systems and building components. • University of Alabama — Managed multi -disciplinary team to develop 10-Year forecast of site and building component maintenance and life cycle replacement recommendations as well as accessibility barriers. Evaluation scope included 10+ MM SF, 195 structures composed of modern construction, historical buildings, residential high-rise buildings, sports complexes, science institutions, and senior living facilities. • Evergreen School District — Managed and directed multi -disciplinary team on portfolio of 18 elementary and middle school campuses of the Evergreen School District as well as the district's main administrative offices. The portfolio comprises a total building area of over 1.2MM SF. • City of Columbia, MO — Managed site team in field assessments and preparation of Facility Condition Assessment Reports across 23 municipal buildings including a courthouse, police station and training centers, fire stations, city hall, and office buildings. • Veterans Administration, Denver — Directed and managed AEI team regarding space management planning and plan verification. Training/ Licenses/Registrations: Licensed Architect, State of Colorado Licensed Architect, State of Pennsylvania Licensed Architect, State of Texas Member: American Institute of Architects AEI Consultants Mahmoud Nazemi — Project Manager B.A - Architecture, Structural Engineering Minor, University of California, Berkeley, CA Mr. Nazemi provides project management to ensure ASTM compliance and satisfaction of client requirements for Facility Condition Assessments, Property Conditions Assessments, as well as Property Status Reports. Property Condition Assessments include identifying the structural framing, foundations, HVAC systems, MEP systems, roof systems and exterior finishes of a property. As part of the Project Status Reports, Mr. Nazemi observes overall progress of construction sites and interior renovation projects as well as the different building systems over the duration of construction. RELEVANT PROJECT EXPERIENCE • Korean Consulate — Field assessment and Facility Condition Assessment Report preparation of project building for the purposes of providing prioritization and budgeting of observed deferred maintenance, and anticipated capital expenditures related to building system and component upkeep. Prioritization included health and safety assessment related to site access and system usage. • Industrial/Manufacturing Portfolio - Field assessment and Property Condition Assessment Report preparation of 1.3 MM SF building for the purposes of providing pre -acquisition budgeting of observed deferred maintenance. • Commercial Office - Field assessment and Property Condition Assessment Report preparation of 1.3 MM SF building for the purposes of providing due diligence report related to financing. • Multi -family - Field assessment and Property Condition Assessment Report preparation of multiple building containing 500+ dwelling units for the purposes of providing pre -acquisition budgeting of observed deferred maintenance. • Skilled Nursing - Field assessment and Property Condition Assessment Report preparation of multiple building containing 300+ beds for the purposes of providing pre -acquisition budgeting of observed deferred maintenance. Prior to joining the AEI Building Sciences and Engineering team, Mr. Nazemi spent four years learning how buildings work as a system. His focus was the study and design of steel framed and reinforced concrete framed structures capable of adapting into dynamic architectural forms. rw , AEI Consultants Steven Peck — Project Manager B.S. Mechanical Engineering; University of California, Irvine Mr. Peck provides project management to ensure ASTM compliance and satisfaction of client requirements for Facility Condition Assessments, Property Conditions Assessments, as well as Property Status Reports. Property Condition Assessments include identifying the structural framing, foundations, HVAC systems, MEP systems, roof systems and exterior finishes of a property. As part of the Project Status Reports, Mr. Peck observes overall progress of construction sites and interior renovation projects as well as the different building systems over the duration of construction. RELEVANT PROJECT EXPERIENCE • Faith -based — Field assessment and Facility Condition Assessment Report preparation of project buildings for the purposes of providing prioritization and budgeting of observed deferred maintenance, and anticipated capital expenditures related to building system and component upkeep. Prioritization included health and safety assessment related to site access and system usage. • Industrial/Manufacturing Portfolio - Field assessment and Property Condition Assessment Report preparation of 1.3 MM SF building for the purposes of providing flood damage assessment. Building systems were mapped against flood plain elevations and costs of maximum loss were estimated. • Commercial Office - Field assessment and Property Condition Assessment Report preparation of 350,000 SF building for the purposes of providing pre -acquisition budgeting of observed deferred maintenance. . • Hospitality - Field assessment and Property Condition Assessment Report preparation of 67-story high-rise building for the purposes of providing pre -acquisition budgeting of observed deferred maintenance. • Educational - Field assessment and Facility Condition Assessment Report preparation of k-5 school for the purposes of providing budgeting and cost estimated to mitigate deferred maintenance. Prior to joining AEI Consultants, Mr. Peck performed independent property and casualty insurance audits, property risk assessments, building fire rating surveys and fire protection gradings. In addition, these assessments included assessing property and liability risks and providing recommendations. r AEI Consultants Jason Santiago, BPI-MFBA — Senior Project Manager BS — Mechanical Engineering, Santa Clara University Mr. Santiago has 7 years of experience in the design and development of buildings, capital planning, and facility condition assessments. Since 2019, Mr. Santiago has been the Sr. Project Manager within the Building Sciences and Engineering division, Capital Planning Services group of AEI Consultants. Principal responsibilities include leading portfolio assessment teams, managing client relationships, and review of technical reports. Mr. Santiago is knowledgeable with the ASTM Standard Guide for Property Condition Assessments, accessibility standards including UFAS, FHAA, ADA, and Section 504. Mr. Santiago has a thorough understanding of the various site and building components and systems that make up a property, the types of issues that arise, and needs of the clients. RELEVANT PROJECT EXPERIENCE • Northrop Grumman Corporation — Field assessment and completion of Facility Condition Assessment Reports at a campus composed of 49, multi -use buildings, some dating from before 1945. Aided Client in developing repair/replacement hierarchy and prioritization schedule. • University of Alabama — Mechanical engineering assessment to forecast MEP systems and life cycle replacement recommendations. Evaluation scope included 10+ MM SF, 195 structures composed of modern construction, historical buildings, residential high-rise buildings, sports complexes, science institutions, and senior living facilities. • Evergreen School District — Managed and directed multi -disciplinary team on portfolio of 18 elementary and middle school campuses of the Evergreen School District as well as the district's main administrative offices. The portfolio comprises a total building area of over 1.2MM SF. • City of Columbia, MO — Field assessment and completion of Facility Condition Assessment Reports across 23 municipal buildings including a courthouse, police station and training centers, fire stations, city hall, and office buildings. • Veterans Administration, Denver — Space management planning and plan verification. Training/ Licenses/ Registrations: Multifamily Building Analyst - Building Performance Institute (BPI) rw ~ AEI Consultants 93M o WINDS Four Winds Group, Inc. P.O. Box 3411 La Jolla, California 92038 (858) 483-7654 Fax: (858) 483-5444 www fwginccom James Koczera, koczeraiWwainc.comr (206) 618-2432 Operations and Reliability Manager, based in New Hampshire Expected Duties: Project Manager and main point of contact for all items, including but not limited to quoting, evaluations, system migrations, implementation, training, continued service, and communications Qualifications James (Jamie) attended the University of New Hampshire for Mechanical Engineering. He first worked with M-PET at a food manufacturing facility, Lindt Chocolate, where he completely transitioned all assets, PM's, inventory, and purchasing processes from one "top - tier" CMMS to M-PET. He was the main administrator of the system for 8 years, in which time the productivity and efficiency of the facilities and maintenance department transitioned from a reactive mentality to a preventive/predictive mindset. Also, in that time he created and managed the input of 3,500 assets, 2,500 PM tasks, 8,500 parts in inventory, and many custom reports all culminating in the creation of over 125,000 work orders processed. His job evolved to include development of an in-house integrated solution between their production SCADA information and M-PET that resulted in dynamic real-time condition -based maintenance and Artificial Intelligence (AI). Jamie also worked for a large government contractor, BAE Systems Inc, as a Senior Facilities Engineer. This required Incident Commander assignment, 13 direct reports, and CMMS management. His knowledge and experience in the maintenance and facilities management Feld allow for setting up the proper processes to link physical assets (maintenance objects and maintenance personnel) to M-PET to maximize efficiency and reliability. Representative Current / Past Projects • Lindt & SprOngli USA, Stratham, NH • Koch Membrane Systems, Inc., Wilmington, MA • Boston Centerless, Woburn, MA • Kayem Foods, Chelsea, MA • Rhode Island Airport Corporation, Warwick, RI 'OUR BINDS Four Winds Group, Inc. Tom Hamm, hammt(&fwainc.com, (619) 921-5845 Vice-president and Co -Owner Expected Duties: Assistance with all levels of operations P.O. Box 3411 La Jolla, California 92038 (858) 483-7654 Fax: (858) 483-5444 www hvginc.com Qualifications Tom Hamm has a Bachelor of Science degree in Mathematics from Bethel College and an extensive background in mini and microcomputer requirements with emphasis in maintenance management applications for manufacturing, facilities, DOT's and government. System installations and implementation / training on numerous clients with requirements as diverse as earth moving equipment to the Major facility operations. Over the past 20 years he has been deeply involved with providing client specific solutions for advanced automation extensions to existing client CMMS systems, such as handheld computer data gathering and barcode interfaces and the utilization of the newest technology available within the .NET Framework. Representative Current / Past Projects Project manager for Four Winds Group for the County of Kauai, Department of Water for the full implementation of the M-PET® system for their operations and maintenance department. Covered database assets include all equipment, water delivery infrastructure, and customer service delivery for startup and repair. Project manager for Four Winds Group on the Kauai District DOT Prototype effort for Highway Maintenance Automation. This two-year project is to develop standards for implementation on a state wide basis for the Hawaii Department of Transportation Project management for the prototype development for the CMMS for the Massachusetts Central Artery Tunnel (CAT) project. The prototype will lead to a full CMMS implementation with the completed project in the 21st century. Project manager for Four Winds on their subconsultant role at the Trans Koolau H3 Tunnel on Oahu. Database development and technical design manager for Washington State Ferries proposal for CMMS system for 24 boats, 22 terminals and Harbor based LAN system. EXHIBIT C CITY OF SANTA ANA EXHIBIT C COMPENSATION — RFP NO.: 21-014 Facility Condition Assessment Payment Schedule With regards to the Facility Condition Assessment, an invoice for each Project (property) will be issued at the issuance of each DRAFT Letter Report. Invoices will be submitted on a monthly schedule on, or around the 15t' of each month. See table below regarding price per project. Software Payment Schedule Payment for the initial installation of the CMMS software will be 100% of the proposed cost $66,400.00, prior to installation of the software and training of staff. The $66,400 fee covers One annual Year of the CMMS software. Year One begins after training of the City staff and hand-off of the CMMS software to the City of Santa Ana who will be hosting the software. 2023: Year 2: $6,500.00 — Annual license for 25 users 2024: Year 3: $6,500.00 — Annual license for 25 users 2025: Year 4: $6,500.00 — Annual license for 25 users 2026: Year 5: $6,500.00 — Annual license for 25 users Appenaix ATTACHMENT 2: FEE PROPOSAL Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposals. I have examined the Scope of Services (Appendix: Attachment 1) and am familiar with the scope of work. I am familiar with all the existing conditions and limitation that may impact work requests. I understand and agree that am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal. Proposer Item Price — Pricing shall be based on a unit cost for services described in Scope of Services. Fee must be inclusive of all costs, including but not limited to, direct and indirect costs for labor, overhead, incidental supplies, travel, mileage and fuel. Any special materials will be purchased by the Contractor only after discussed and authorized by City Public Works Agency in writing. fee schedule. Contractor's labor and equipment rate sheet shall list rates for all labor designations, equipment and materials. Specify and estimate any other costs associated with the system. At the City's discretions, additional sites may be added or deleted. Total quotation is to be firm offer for no less than ninety (90) days and will be regarded by the City as bidder's best and final offer. Note: This contract is subject to prevailing wages. TO: CITY COUNCIL OF THE CITY OF SANTA ANA FROM: AEI Consultants 17 ATTACHMENT 2-A GROUP 1 PRICING: CORE FCA PROPOSAL Year Approx. Name Address '.Built Sq. Ft. CITYHALL 20 CIVIC CENTER PLAZA 92701 1972 127,302 COUNCIL CHAMBERS 20 CNIC CENTER PLAZA 92701 1972 8,328 CITY HALL ROSS ANNEX 20 CIVIC CENTER PLAZA 92701 1999 68,823 JEROME PARK REC. CENTER- RECREATION CENTER 2115 W. MCFADDEN ST. 92704 1970 15,932 JEROME PARK BUILDING & POOL- POOL BUILDING 2115 W. MCFADDEN STREET 92704 1969 3,710 JEROME PARK RESTROOM - RESTROOM/CONCESSION 2115 W. MCFADDEN STREET 92704 1990 1,200 SANTA ANITA PARK &. POOL - RECREATION BUILDING & POOL 300 S. FIGUEROA 92703 1970 2,770 MAN LIBRARY 26 CIVIC CENTER PLAZA 92701 1958 39,790 SANTAANA POLICE ATHLETIC&ACTIVITYLEAGUE 2627 W. MC FADDEN 92704 1970. 7,783 LIBRARY- NEWHOPE- LIBRARY 122 N. NEWHOPE STREET 92703 1978 8,987 CORBIN COMMUNITY CENTER -COMMUNITY CENTER 2215 W. MCFADDEN 92704 1973 6,914 SANTA ANA SENIOR CENTER -SENIOR CENTER 424 W. 3RD STREET 92701 '1976 9,447 TRANSPORTATION CENTER 1000 E SANTA ANA BLVD 92701 1983 42,269 TRAIN DEPOT PARKING STRUCTURE 625 NORTH SANTIAGO ST 92701 1999 105,618 SOUTHWEST SENIOR CENTER- CORBIN SENIOR CITIZEN 2207 W. MCFADDEN STREET 92704 '1989 10,264 CITYYARD -ADMINISTRATION BUILDING 220 S. DAISY STREET 92703 '1991 26,690 CITYYARD - SHOPS BUILDING 215 S. CENTER STREET '92703 1991' 15,648 CITYYARD- FLEET SERVICES BUILDING 215 S. CENTER STREET 92703 1991 40,240 CITYYARD- ROADWAY/STREETS BUILDING 215 S. CENTER STREET 92703 1991 2,054 CITYYARD - GUARD HOUSE 215 S. CENTER STREET 92703 1991 136 CITYYARD -WASHIFUEL ISLAND 215 S. CENTER STREET 92703 1991 5,810 CITYYARD- MAINTENANCE/CARPENTER BLD 215 S. CENTER STREET 92703 -1991 1,350 CITYYARD - HMS BUILDING 215 S. CENTER STREET 92703 1991 1,280 CITY YARD -WAREHOUSE 215 S. CENTER STREET 92703 1991 17,831 CITYYARD- COVERED PARKING A 215 S. CENTER STREET 92703 1991 6,720 CITYYARD- COVERED PARKING B 215 S. CENTER STREET 92703 1991 5,100 CITYYARD -COVERED PARKING C 215 S. CENTER STREET 92703 1991 4,144 CITYYARD -COVERED PARKING D 215 S. CENTER STREET 92703 1991 18,176 POLICE ADMINISTRATION 60/62 CIVIC CENTER PLAZA 92703 1996 240,000 18 ATTACHMENT 2-B GROUP 2 PRICING Year Approx. Name Address Built Sq, Ft. RIVERVIEW PARK- CONCESSION STAND 1817 W. 21STSTREET 92706 1982 441 BIRCH PARK - BIRCH PARK PAVILLION 210 B. BIRCH STREET 192701 1984 6,480 CABRILLO PARK-RESTROOM/CONCESSION-RESTROOM- CONCESSION 1820 E. FRUIT STREET 92701 1966 1,101 CABRILLO TENNIS CENTER- CABRILLO PARK TENNIS OFC. 800 CABILLO PARK DRIVE 92701 1990 1,374 CESAR CHAVEZ CAMPESINO PARK RESTROOM -RESTROOM BUILDING 3311 W. 5TH STREET 92703 1969 684 EDNA PARK RESTROOM- RESTROOM 2140 W. EDNA STREET 92706 1979 374 EL SALVADOR PARK REC. CTR & POOL -RECREATION BUILDING 1825 W. CIVIC CTR., DR. 92703 1959 8,504 EL SALVADOR PARK RESTROOM - RESTROOM 1825 W. CMIC CTR., DR. 92703 1959 900 EL SALVADOR CONCESS. STAND -CONCESSION STAND 1825 W. CIVIC CTR. DR. 92703 1998 339 FISHER PARK CLUBHOUSE 2501 N. FLOWER STREET 92703 1966 567 FISHER PARK RESTROOM 2501 N. FLOWER STREET 92703 1966 219 FISHER PARK STORAGE SHED 2501 N. FLOWER STREET. 92703 153 SANTIAGO PARK - LAWN BOWLING CLUBHOUSE - LAWN BOWLING COMPLEX SANTIAGO PARK - LAWN BOWLING CLUBHOUSE LOGAN PARK CLUBHOUSE LILLIE KING PARK - PLAYGROUND EQUIPMENT HERITAGE PARK RESTROOM MADISON PARK RESTROOM MEMORIAL PARK POOL/LCKRS. - POOULOCKER BUILDING MEMORIAL PARK RESTROOM MEMORIAL PARK - CONCESSION STAND MEMORIAL PARK BANDSTAND - MEMORIAL PARK BANDSTAND MEMORIAL PARK EQUIP. SHED - EQUIPMENT SHEDS (4) PRENTICE PARK / ZOO - GIFT SHOP PRENTICE PARK /ZOO - PRENTICE PARK /ZOO - HOLDING FACILITY PRENTICE PARK / ZOO - OFFICE BLDG ANNEX PRENTICE PARK/ZOO-RESTROOMS PRENTICE PARK / ZOO - STORAGE SHED PRENTICE PARK / ZOO - OLD COMMISSARY BLDG PRENTICE PARK / ZOO - JUNGLE HUT PRENTICE PARK/ZOO-STORAGE BLDG'7 PRENTICE PARK/ZOO-COMMISSARY BLDG PRENTICE PARK / ZOO - STORAGE BLDG "U" PRENTICE PARK/ZOO-AMAZON EDGE PRENTICE PARK / ZOO -AVIARY- BIRD AVIARY PRENTICE PARK / ZOO - AMPHITHEATER PRENTICE PARK / ZOO - QUARANTINE BLDG. PRENTICE PARK / ZOO - ZOO TRAIN DEPOT PRENTICE PARK /ZOO -VETERINARY TRAILER PRENTICE PARK / ZOO -AMINAL DISECTING PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO BARN PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO 2615 N. VALENCIA STREE 92706 1990 254 2615 N. VALENCIA STREE 92706 1990 3,807 1009 CUSTER STREET 92701 1965 '.. 1,380 500 W. ALTON 92707 1976 806 4812 W. CAMILE STREET 92707 1962 360 1528 STANDARD STREET 92707 1957 1,481 2102 S. FLOWER STREET 92707 1955 5,701 2102 S. FLOWER STREET 92707 1979 810 2102 S. FLOWER STREET 92707 -1979 1,210 2102 S. FLOWER STREET 92707 1961 975 2102 S. FLOWER STREET 92707 1976 984 1801 E. CHESTNUT 92703 1988 3,231 1801 E. CHESTNUT 92703 1969 700 1801 E.CHESTNUT 92703 1987 1,877 1801 E.CHESTNUT 92703 -1987 400 1801 E.CHESTNUT '92703 1960 400 1801 E,CHESTNUT 92703 1973 228 1801 E. CHESTNUT 92703 2006 1,213 1801 E. CHESTNUT 92701 341 1801 E. CHESTNUT 92703 1973 1,400 1801 E.CHESTNUT 92703 1960 101 1801 E. CHESTNUT 92703 1995 1,310 1801 E.CHESTNUT 92703 1995 9,000 1801 E.CHESTNUT 92703 1999 3,300 1801 E.CHESTNUT 92703 2000 1,008 1801 E.CHESTNUT 92703 2000 4,492 1801 E.CHESTNUT 92703 1978 2,400 1801 E.CHESTNUT 92703 2006 642 CHILDREN'S 1801 E CHESTNUT 92703 '2004 2,735 RABBIT HOUSE 1801 ECHESTNUT 92703 2004 154 DUCK HOUSE 1801 E CHESTNUT 92703 2004 154 FOWL HOUSE 1801 E CHESTNUT 92703 2004 384 GOAT/SHEEP 19 ATTACHMENT 2-B GROUP 2 PRICING NTICE PARK ZOO-CREAN'S CHILDREN'S ZOO - RR CATION STATION NTICE PARK ZOO-CREAN'S CHILDREN'S ZOO - PONY BARN NTICE PARK ZOO-CREAN'S CHILDREN'S ZOO - "FEED RAGE/EDUCATION ANIMAL HOLDING BLDG CARE & QUARANTINE FACILITY -CARE & QUARANTINE ORTOLA PARK - RESTROOM ORTOLA PARK -STORAGE SHED OSITA PARK - RESTROOM (NEW) OSITA PARK - CONCESSION STAND LBERT D. SALGADO RECREATION CENTER -GYMNASIUM / ROSITA PARK - PARK MAINTENANCE BUILDING SANTIAGO PARK - LOG CABIN SANTIAGO PARK - RESTROOM AT LOG CABIN SANTIAGO PARK - STORAGE SHED SANTIAGO PARK - RESTROOM AT TENNIS COURT SANTIAGO DAY CAMP - ARCHERY BUILDING SANTIAGO PARK WILDLIFE & WATERSHED CENTER - INTERPRETIVE FACILITY (TO BE BUILT IN 2007) ADAMS PARK - RESTROOM/CONCESSION BLDG CENTENNIAL PARK - MAINTENANCE SHOP CENTENNIAL PARK - RESTROOMS (4) CENTENNIAL PARK-GAZEBOS(8) CENTENNIAL PARK - RESTROOMS (2) CENTENNIAL PARK -SKATEBOARD PARK DELHI PARK-RESTROOM 1STAND FLOWER TENNIS CENTER-RESTROOMS ANGELS COMMUNITY PARK- RESTROOM SANDPOINTE PARK - RESTROOM / OFFICE BUILDINGS CARL THORNTON PARK - RESTROOM & CONCESSION CARL THORNTON PARK- PICNIC SHELTER WINDSOR PARK-RESTROOM WINDSOR PARK - STORAGE SHED MUNICIPLE STADIUM - LOCKER ROOM MUNICIPLE STADIUM - CONCESSION STAND 20 Year Approx. Address Built Sa. Ft. 1801 ECHESTNUT 92703 2004 1,602 1801 E CHESTNUT 92703 '2006 576 1801 E CHESTNUT 92703 '2006 432 1801 E CHESTNUT '92703 2006 973 1801 EAST CHESTNUT 92701 2016 480 1700 E. SANTA CLARA 92706 1966 606 1700 E. SANTA CLARA ST'. 92706 1966 189 706 N. NEWHOPE 92703 '.1968 428 706 N. NEWHOPE STREE192703 1995 756 706 N. NEWHOPE ST. 92703 1995 19,069 706 N. NEWHOPE 92703 1995 400 2535 N. MAIN 92705 1967 1,201 2535 N. MAIN STREET 92705 1970 818 2535 N. MAIN STREET 92705 1964 576 .2535 N. MAIN ST. 92705 1964 245 751 MEMORY LANE ''92706 1964 294 751 MEMORY LANE 92706 2007 1,000 2302 S. RAITT 92704 1959 1,481 3000 W. EDINGER 92704 1958 1,680 3000 W. EDINGER STREE192704 1970 821 3000 W. EDINGER STREE192704 1979 4,608 3000 W. EDINGER STREE192704 1992 2,389 3000 W. EDINGER STREE192704 2002 22,000 2314 HALLADAY 92707 '1970 159 821 W. WALNUT 92701 266 914 W. 3RD 92701 1973 296 3700 S. BIRCH 92707 1970 1,210 1801 W.SEGERSTROM 92704 1975 1,386 1801 W. SEGERSTROM 92704 1998 900 2915 W. LA VERNE 92704 1961 1,144 2915 W. LA VERNE STREE 92704 120 602 N. FLOWER STREET 92703 1994 5,600 602 N. FLOWER STREET 92703 1975 1,568 ATTACHMENT 2-C GROUP 3 PRICING v1G GARTHE RESERVOIR I PUMP STATION NG WALNUT RESERVOIR 1 PUMP STATION A WATER PROPERTIES - CAMBRIDGE RESERVOIR A WATER PROPERTIES - EAST RESERVOIR - UTILITY BUILDING VIG SOUTH RESERVOIR 1 PUMP STATION A WATER PROPERTIES - WELL NO. 34- DEEP WELL A WATER PROPERTIES - WEST RESERVOIR - WEST RESERVOIR A WATER PROPERTIES - WELL NO. 33- DEEP WELL MG CROOKE RESERVOIR I PUMP STATION A WATER PROPERTIES - WELL NO.31 - DEEP WELL A WATER PROPERTIES - WELL NO.32 - DEEP WELL A WATER PROPERTIES - WELL NO. 18 - UTILITY BUILDING A WATER PROPERTIES - WELL NO.27 - UTILITY BLDG A WATER PROPERTIES - WELL NO, 28 - UTILITY BUILDING A WATER PROPERTIES - MWD CONNECTION SA-1 BLDG. & - CONNECT D MWD PIPELINE A WATER PROPERTIES - MWD CONNECT SA2 - WATER PIPELINE 4 WATER PROPERTIES - MWD CONNECT SA 4 - WATER PIPELINE A WATER PROPERTIES - MWD CONNECT SA 5 - WATER PIPELINE 4 WATER PROPERTIES - MWD CONNECT SA 6 - WATER PIPELINE 4 WATER PROPERTIES - MAXINE SEWER LIFT STATION - SEWER LIFT PROPERTIES - SEGERSTROM SEWER LIFT - SEWER LIFT SA WATER PROPERTIES SA WATER PROPERTIES MWD PIPELINE SA WATER PROPERTIES SA WATER PROPERTIES SA WATER PROPERTIES STATIONIUTILITY BLDG. SA WATER PROPERTIES SA WATER PROPERTIES SA WATER PROPERTIES SA WATER PROPERTIES SA WATER PROPERTIES SA WATER PROPERTIES WELL NO. 36 - DEEP WELL MWD CONNECTION SA-3 - CONNECTION TO WELL NO.35 - DEEP WELL WELL NO.37 - DEEP WELL FIRST STREET STORM DRAIN- PUMP PRESSURE VAULT PRESSUREVAULT PRESSURE VAULT PRESSURE VAULT WELL NO 40 - DEEP WELL WELL NO.41 - DEEP WELL WITH ATTACHED 21 Year Approx Address Built Sq. Ft. 1714 W SANTA CLARAAV92706 1957 1,500 2401 N. BRISTOL STREE192706 1994 2,244 723 W. WALNUT STREET 92706 1929 2,424 2736 N. CAMBRIDGE STIR 92705 1967 103 1730 S. SANTA FE 92705 1969 270 1615 W. ALTON AVE. 92704 1974 3,366 1615 W. ALTON AVE. 92706 1990 1,360 4404 W. 1 ST STREET 92704 1962 63 921 W. WALNUT STREET 92703 1986 798 730 E MEMORY LN 92705 1979 1,650 1815 E CHESTNUT ST 92701 1985 800 2801 N WESTWOOD 92706 1956 340 2401 N. BRISTOL STREE792705 1956 144 720 E. OWENS 92705 1978 540 720 E. OWENS 92705 1978 540 2315 N BRISTOL 92706 ''2002 1,376 FIRST &FLOWER 92707 '1947 78 1299 W WARNER AVE 92707 1951 84 BRISTOL & ALTON STS 92707 1958 127 2301 N TUSTIN AVE 92705 1963 245 MCFADDEN &MIAXINE 92707 1990 113 2903 S BRISTOL ST 92707 1990 113 2410 N. BRISTOL ST. 92707 1988 816 1300 W MCFADDEN AVE 92703 1944 85 1718 SYDNEY PLACE 92706 1994 1,113 2007 W MCFADDEN AVE 92704 1994 1,429 .1ST& SANTA FE STREET92701 1963 80 1668 E 4TH ST 92701 1991 120 1345 314 N, GRAND AVE 92701 1992 168 399 3/4 E 17TH ST '.92706 1992 120 501 314 W MEMORY LANE 92706 1992 112 MABURYANDFRUTTST 92701 2007 1,256 ATTACHM ENT 2-D GROUP 4 PRICING Name Address Year Built Approx. Sq. Ft. FIRE STATION#1 -Fire STATION #1 & APPARATUS BUILDING 1029 W. 17TH STREET 92706 2002 11,571 FIRE STATION #2 - FIRE STATION #2 1688 E. 4TH ST. 92701 1966 4,450 FIRE STATION 43 - FIRE STATION 93 419 S. FRANKLN STREET 92703 1961 3,747 FIRE STATION #4 - FIRE STATION #4 1439 S. BROADWAY 92707 1980 10,894 FIRE STATION #5-FRE STATION#5 120 W. WALNUT STREET 92701 1952 18,328 FIRE STATION#6 - FIRE STATION #6 950 W. MACARTHUR 92707 1974 5,624 FIRE STATIO N#7 - FIRE STAT IDN #7 2317 S. GREENVLLE ST. 92704 1959 5,312 FIRE STATIO N#8- FIR E STAT ION#8 501 N. NEWHO PE STREET 92703 1961 3,747 FIRE STATIO N NO. 9-FIRE STATIO N#9 1320 E_WARNER 92705 1989 12,650 FIRE STATION#10- FIRE STATION #10 2301 N. OLD GRAND STREET 92705 1973 4,742 FIRE DEPARTMENT/TRAINING - FIRE TRAINING CENTER - PORTABLE CLASSROOMS 3006 CENTENNIAL WAY 92704 1994 1,440 GRAND CENTRAL BUILDING - OFFICE/RETAULNNG SPACE 125 NORTH BROADWAY 92701 1923 43,812 STATE APPELLATE COURT PARKNG GARAGE - PARKNG GARAGE CIVIC CENTER DR ME 92701 2007 33,480 BOWERS MUSEUM - SOUTH WNG 2002 N. MAIN STREET 92706 1932 61200 BOWERS MUSEUM - NORTH WNG 2002 N_ MAIN STREET 92706 2006 28801 Note: This contract is subject to prevailing wages. PRICING SUMMARY (For all FCA Services as required by Scope of Work minus QR Tagging of Equipment) ATTACHMENT 2-A $ 78,793 ATTACHMENT 2-B $ 39,927 ATTACHMENT 2-C $ 13,549 ATTACHMENT 2-D $ 27,233 TOTAL $ 159,502 (includes ALL expenses) All Environment, Inc dba AEI Consultants 68-0269965 COMPLETE LEGAL NAME OF COMPANY TAXPAYER I.D. NO. 2207 W. 190th Street Torrance, CA 90504 BUSINESS ADDRESS STREET CITY/STATE ZIP CODE X Douglas A. Olson Executive Vice President SIGNATURE OF AUTHORIZED AGENT NAME (PRINT) TITLE dolson@aeiconsultants.com 617.319.5711 EMAIL ADDRESS PHONE NUMBER 654919 CSLB NUMBER N/A DIR REGISTRATION NUMBER 22 ATTACHMENT 2-D GROUP 4 PRICING Year Approx. FIRE STATION #1 -Fire STATION 91 & APPARATUS BUILDING 1029 W. 17TH STREET 92706 2002 11,571 FIRE STATION#2 - FIRE STATION #2 1688 E. 4TH ST_ 92701 1966 4,450 FIRE STATION #3 - FIRE STATION #3 419 S. FRANKLN STREET 92703 1961 3,747 FIRE STATION#4 - FIRE STATION #4 1439 S. BROADWAY 92707 1980 10,884 FIRE STATION #5 - FIRE STATION #5 120 W. WALNUT STREET 92701 1952 18,328 FIRE STATION 46-FIRE STATION#6 956 W. MACARTHUR 92707 1974 5,624 FIRE STATION #7 - FIRE STATION #7 2317 S. GREENVILLE ST_ 92704 1959 5,312 FIRE STATION #8-FIRE STATION#8 501 N. NEWHO PE STREET 92703 1961 3,747 FIRE STATION NO. 9-FIRE STATION#9 1320E_WARNER 92705 1989 12,650 FIRE STATION #10 - FIRE STATION 910 2301 N. OLD GRAND STREET 92705 1973 4,742 FIRE DEPARTMENT7TRAINNG - FIRE TRAINING CENTER - PORTABLE CLASSROOMS 3006 CENTENNIAL WAY 92704 1994 1,440 GRAND CENTRAL BUILDING-OFFICE/RETAULMNG SPACE 125 NORTH BROADWAY 92701 1923 43,812 STATEAPPELLATE COURT PARKNG GARAGE - PARKNG GARAGE CIVIC CENTER DRIVE 92701 2007 33,480 BOWERS MUSEUM -SOUTH WING 2002 N. MAIN STREET 92706 1932 61,200 BOWERS MUSEUM -NORTH WING 2002 N. MAIN STREET 92706 2006 28.801 Note: This contract is subiect to Prevailinq wages. PRICING SUMMARY (OPTIONAL QR Tagging of Equipment) ATTACHMENT 2-A $ 21,573 ATTACHMENT 2-B $ 5,407 ATTACHMENT 2-C $ 1,585 ATTACHMENT 2-D $ 5,371 TOTAL $ 33,936 (includes ALL expenses) All Environment, Inc dba AEI Consultants 68-0269965 COMPLETE LEGAL NAME OF COMPANY TAXPAYER I.D. NO. 2207 W. 190th Street Torrance, CA 90504 BUSINESS ADDRESS STREET CITY/STATE ZIP CODE X Douglas A. Olson Executive Vice President SIGNATURE OF AUTHORIZED AGENT NAME (PRINT) TITLE dolson@aeiconsultants.com 617.319.5711 EMAIL ADDRESS PHONE NUMBER 654919 CSLB NUMBER N/A DIR REGISTRATION NUMBER 22 ENT 2-D GROUP 4 PRICING Name Address Year Built Approx. Sq. Ft FIRE STATION 01 - Fire STATION #1 & APPARATUS BUILDING 1029 W. 17TH STREET 92706 2002 11,571 FIRE STATION 92 - FIRE STATION 92 1688 E. 4TH ST. 92701 1966 4,450 FIRE STATION #3 - FIRE STATION 43 419 S. FRANKLN STREET 92703 1961 3,747 FIRE STATION 94-FIR E STATION#4 1439 S. BROADWAY 92707 1980 10,884 FIRE STATION #5-FIRE STATION#5 120 W. WALNUT STREET 92701 1952 18,328 FIRE STATION #6-FIRE STATION#6 950W.MACARTHUR 92707 1974 5,624 FIRE STATION #7-FIRE STATION#7 2317 S. GREENVLLE ST. 92704 1959 5,312 FIRE STATION #8-FIRE STATION#8 501 N. NEWHOPE STREET 92703 1961 3,747 FIRE STATION NO- 9-FIRE STATION 99 1320 E WARNER 92705 1989 12,650 FIRE STATION 010 - FIRE STATION #10 2301 N. OLD GRAND STREET 92705 1973 4,742 FIRE DEPARTMENT/TRAMNG - FIRE TRANING CENTER - PORTABLE CLASSROOMS 3006 CENTENNIAL WAY 92704 1994 1,440 GRAND CENTRAL B U LDING- OFFICE/RETAL/LMNG S PACE 125 NORTH BROADWAY 92701 1923 43,812 STATE APPELLATE COURT PARKING GARAGE - PARKING GARAGE CIVIC CENTER DRIVE 92701 2007 33,480 BOWERS MUSEUM -SOUTH WING 2002 N. MAIN STREET 92706 1932 61,200 BOWERS MUSEUM -NORTH WING 2002 N. MAIN STREET 92706 2006 28,801 Note: This contract is subject to prevailing wages. PRICING SUMMARY CMMS software provided by Four Winds Group hosted on City servers, 25 users. Inclusive of training. $6,500/Yr, - 2023 - 2027 ATTACHMENT 2-A $ 66,400.00 and $6,500/Yr 2023-2007 ATTACHMENT 2-B $ 0.00 ATTACHMENT 2-C $ 0.00 ATTACHMENT 2-D $ 0.00 TOTAL $ 66,400.00 and $6,500/Yr 2023-2007 All Environment, Inc dba AEI Consultants 68-0269965 COMPLETE LEGAL NAME OF COMPANY TAXPAYER I.D. NO. 2207 W. 190th Street Torrance, CA 90504 BUSINESS ADDRESS STREET CITY/STATE ZIP CODE RE NAME (PRINT) Vice President mwasson@aeiconsultants.com 740.363.0717 EMAIL ADDRESS PHONE NUMBER 654919 N/A CSLB NUMBER DIR REGISTRATION NUMBER 22 Facility Condition Assessment Project Fee Schedule: GROUP 1 PRICING: CORE FCA PROPOSAL Name Total Fee CITY HALL $ 11,320.66 COUNCIL CHAMBERS $ 1,207.88 _ CITY HALL ROSS ANNEX $ 6,349.96 JEROME PARK REC. CENTER - RECREATION CENTER $ 1,854.22 JEROME PARK BUILDING & POOL - POOL BUILDING $ 815.35 JEROME PARK RESTROOM - RESTROOM/CONCESSION $ 602.00 SANTA ANITA PARK & POOL - RECREATION BUILDING & POOL $ 735.45 MAIN LIBRARY $ 3,882.15 SANTA ANA POLICE ATHLETIC & ACTIVITY LEAGUE $ 1,161.56 LIBRARY - NEWHOPE - LIBRARY $ 1,263.90 CORBIN COMMUNITY CENTER - COMMUNITY CENTER $ 1,087.69 SANTA ANA SENIOR CENTER - SENIOR CENTER $ 1,303.00 TRANSPORTATION CENTER $ 4,092.02 TRAIN DEPOT PARKING STRUCTURE $ 9,477.53 SOUTHWEST SENIOR CENTER - CORBIN SENIOR CITIZEN $ 1,372.44 CITY YARD - ADMINISTRATION BUILDING $ 2,768.65 CITY YARD - SHOPS BUILDING $ 1,830.08 CITY YARD - FLEET SERVICES BUILDING $ 3,920.40 CITY YARD - ROADWAY/STREETS BUILDING $ 674.59 CITY YARD - GUARD HOUSE $ 511.56 CITY YARD - WASH/FUEL ISLAND $ 993.85 CITY YARD - MAINTENANCE/CARPENTER BLD $ 614.75 CITY YARD - HMS BUILDING $ 608.80 CITY YARD - WAREHOUSE $ 2,015.64 CITY YARD - COVERED PARKING A $ 1,071.20 CITY YARD - COVERED PARKING B $ 933,50 CITY YARD - COVERED PARKING C $ 852.24 CITY YARD - COVERED PARKING D $ 2,044.96 POLICE ADMINISTRATION $ 20,900.00 JAIL FACILITY $ 14,100.00 GROUP 2 PRICING Name Total Fee RIVERVIEW PARK - CONCESSION STAND $ 427.33 BIRCH PARK - BIRCH PARK PAVILLION� $ 1,007.02 CABRILLO PARK - RESTROOM/CONCESSION - RESTROOM- CONCESSION $ 490.70 CABRILLO TENNIS CENTER - CABRILLO PARK TENNIS OFC. $ 516.90 CESAR CHAVEZ CAMPESINO PARK RESTROOM - RESTROOM BUILDING $ 450.66 EDNA PARK RESTROOM - RESTROOM $ 420.90 EL SALVADOR PARK REC. CTR & POOL - RECREATION BUILDING $ 1,201.38 EL SALVADOR PARK RESTROOM - RESTROOM $ 471.40 EL SALVADOR CONCESS. STAND - CONCESSION STAND $ 417.54 FISHER PARK CLUBHOUSE $ 439.43 FISHER PARK RESTROOM $ 406.02 FISHER PARK STORAGE SHED $ 399.69 SANTIAGO PARK - LAWN BOWLING CLUBHOUSE - LAWN BOWLING COMPLEX $ 409.38 SANTIAGO PARK - LAWN BOWLING CLUBHOUSE $ 750.47 LOGAN PARK CLUBHOUSE $ 517.48 LILLIE KING PARK - PLAYGROUND EQUIPMENT $ 462.38 HERITAGE PARK RESTROOM $ 419.56 MADISON PARK RESTROOM $ 527.18 MEMORIAL PARK POOL/LCKRS. - POOL/LOCKER BUILDING $ 932.30 MEMORIAL PARK RESTROOM - $ 462.76 MEMORIAL PARK - CONCESSION STAND $ 501.16 MEMORIAL PARK BANDSTAND - MEMORIAL PARK BANDSTAND $ 478.60 MEMORIAL PARK EQUIP. SHED - EQUIPMENT SHEDS (4) $ 479.46 PRENTICE PARK / ZOO - GIFT SHOP $ 695.18 PRENTICE PARK / ZOO - PRENTICE PARK / ZOO - HOLDING FACILITY $ 452.20 PRENTICE PARK / ZOO - OFFICE BLDG ANNEX $ 565.19 PRENTICE PARK / ZOO - RESTROOMS $ 423.40 PRENTICE PARK / ZOO - STORAGE SHED $ 423.40 PRENTICE PARK / ZOO - OLD COMMISSARY BLDG $ 406.89 PRENTICE PARK / ZOO - JUNGLE HUT $ 501.45 PRENTICE PARK / ZOO - STORAGE BLDG "T" $ 417.74 PRENTICE PARK f ZOO - COMMISSARY BLDG $ 519.40 PRENTICE PARK / ZOO - STORAGE BLDG "U" $ 394.70 PRENTICE PARK / ZOO - AMAZON EDGE $ 510,76 PRENTICE PARK / ZOO -AVIARY - BIRD AVIARY $ R 1,249.00 PRENTICE PARK / ZOO - AMPHITHEATER $ 701.80 PRENTICE PARK / ZOO - QUARANTINE BLDG. $ 481.77 PRENTICE PARK / ZOO - ZOO TRAIN DEPOT $ 816.23 PRENTICE PARK / ZOO - VETERINARY TRAILER $ 615.40 PRENTICE PARK / ZOO - AMINAL DISECTING $ 446.63 PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO - CHILDREN'S BARN $ 647.56 PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO - RABBIT HOUSE $ 399.78 PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO - DUCK HOUSE $ 399.78 PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO - FOWL HOUSE $ 421.86 PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO - GOAT/SHEEP HOUSE $ 421.86 PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO - "CARRIAGE HOUSE" $ 538.79 PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO - RR EDUCATION STATION $ 440.30 PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO - PONY BARN $ 426.47 PRENTICE PARK ZOO-CREAN'S CHILDREN'S ZOO - "FEED STORAGE EDUCATION ANIMAL HOLDING BLDG $ 478.41 ZOO CARE & QUARANTINE FACILITY - CARE & QUARANTINE FACILITY $ 431.08 PORTOLA PARK - RESTROOM $ 443.18 PORTOLA PARK - STORAGE SHED $ 403.14 ROSITA PARK - RESTROOM (NEW) $ 426.09 ROSITA PARK - CONCESSION STAND $ 457.58 ALBERT D. SALGADO RECREATION CENTER - GYMNASIUM / CENTER $ 2,215.62 ROSITA PARK - PARK MAINTENANCE BUILDING $ 423.40 SANTIAGO PARK - LOG CABIN $ 500.30 SANTIAGO PARK - RESTROOM AT LOG CABIN $ 463.53 SANTIAGO PARK - STORAGE SHED $ 440.30 SANTIAGO PARK - RESTROOM AT TENNIS COURT $ 408.52 SANTIAGO DAY CAMP - ARCHERY BUILDING $ 413,22 SANTIAGO PARK WILDLIFE & WATERSHED CENTER INTERPRETIVE FACILITY TO BE BUILT IN 2007 $ 481.00 ADAMS PARK - RESTROOM/CONCESSION BLDG $ 527.18 CENTENNIAL PARK - MAINTENANCE SHOP _ $ 546.28 CENTENNIAL PARK - RESTROOMS (4) $ 463.82 CENTENNIAL PARK - GAZEBOS (8) $ 827.37 CENTENNIAL PARK - RESTROOMS (2) $ 614.34 CENTENNIAL PARK - SKATEBOARD PARK $ 2,497.00 DELHI PARK - RESTROOM $ 400.26 IST AND FLOWER TENNIS CENTER - RESTROOMS $ 410.54 ANGELS COMMUNITY PARK - RESTROOM $ 413.42 SANDPOINTE PARK - RESTROOM / OFFICE BUILDINGS $ 501.16 CARL THORNTON PARK - RESTROOM & CONCESSION $ 518.06 CARL THORNTON PARK - PICNIC SHELTER $ 471.40 WINDSOR PARK - RESTROOM $ 494.82 WINDSOR PARK - STORAGE SHED $ 396.52 MUNICIPLE STADIUM - LOCKER ROOM $ 922.60 MUNICIPLE STADIUM - CONCESSION STAND $ 535,53 CENTENNIAL TRAINING CENTER $ 901.10 Santa Anna GROUP 3 PRICING Name Total Fee IZAAK WALTON BUILDING - SM OFFICE $529.00 6MG GARTHE RESERVOIR / PUMP STATION $600.42 5MG WALNUT RESERVOIR / PUMP STATION $617.04 SA WATER PROPERTIES - CAMBRIDGE RESERVOIR SA WATER PROPERTIES - EAST RESERVOIR - UTILITY BUILDING _$394.89 _ $410.92 5MG SOUTH RESERVOIR / PUMP STATION $708.14 SA WATER PROPERTIES - WELL NO, 34 - DEEP WELL $515.56 SA WATER PROPERTIES - WEST RESERVOIR - WEST RESERVOIR $391.05 SA WATER PROPERTIES - WELL NO. 33 - DEEP WELL $461.61 6 MG CROOKE RESERVOIR / PUMP STATION _ $543.40 SA WATER PROPERTIES - WELL NO. 31- DEEP WELL $461.80 SA WATER PROPERTIES - WELL NO. 32 - DEEP WELL $417.64 SA WATER PROPERTIES - WELL NO. 18 - UTILITY BUILDING $398.82 SA WATER PROPERTIES - WELL NO, 27 - UTILITY BLDG $436.84 SA WATER PROPERTIES - WELL NO. 28 - UTILITY BUILDING $436.84 SA WATER PROPERTIES - MWD CONNECTION SA-1 BLDG. & - CONNECT TO MWD PIPELINE $517.10 SA WATER PROPERTIES - MWD CONNECT SA 2 - WATER PIPELINE $392.49 SA WATER PROPERTIES - MWD CONNECT SA 4 - WATER PIPELINE $393.06 SA WATER PROPERTIES - MWD CONNECT SA 5 - WATER PIPELINE $397.19 SA WATER PROPERTIES - MWD CONNECT SA 6 - WATER PIPELINE $408.52 SA WATER PROPERTIES - MAXINE SEWER LIFT STATION - SEWER LIFT" STATION $395.85 SA WATER PROPERTIES - SEGERSTROM SEWER LIFT - SEWER LIFT STATION $395.85 SA WATER PROPERTIES - WELL NO. 36 - DEEP WELL $463.34 SA WATER PROPERTIES - MWD CONNECTION SA-3 - CONNECTION TO MWD PIPELINE $393,16 SA WATER PROPERTIES - WELL NO. 35 - DEEP WELL $491.85 SA WATER PROPERTIES -WELL N0. 37 DEEP WELL $522.18 SA WATER PROPERTIES - FIRST STREET STORM DRAIN - PUMP STATION UTILITY BLDG. $392.68 SA WATER PROPERTIES - PRESSURE VAULT $396.52 SA WATER PROPERTIES - PRESSURE VAULT $401.13 SA WATER PROPERTIES - PRESSURE VAULT $396.52 SA WATER PROPERTIES - PRESSURE VAULT $395.75 SA WATER PROPERTIES - WELL NO 40 - DEEP WELL $505.58 SA WATER PROPERTIES - WELL NO. 41 - DEEP WELL WITH ATTACHED OFFICE SPACE $551.27 GROUP 4 PRICING Name Total Cost FIRE STATION # 1- FIRE STATION # & APPARATUS BUILDING $1,685 FIRE STATION # 2 $1,002 FIRE STATION # 3 $935 FIRE STATION # 4 $1,620 FIRE STATION # 5 $2,334 FIRE STATION # 6 $1,115 FIRE STATION # 7 $1,085 FIRE STATION # 8 $935 FIRE STATION # 9 $1,789 FIRE STATION # 10 $1,030 FIRE DEPARTMENT TRAINING CENTER -PORTABLE CLASSROOMS 713 GRAND CENTRAL BUILDING-OFFICE/RETAIL/LIVING SPACE $4,781 STATE APPELLATE COURT PARKING GARAGE -PARKING GARAGE $3,789 BOWERS MUSEUM -SOUTH WING $6,450 BOWERS MUSEUM -NORTH WING $3,340 n _ Digitally A� or CERTIFICATE OF LIABILITY INSUF/4� i e si r413�/' """ THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPO HE CEF rIF [OLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER TFk COVERAGE AFFC •')EiP BY THE OLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BE N N JS 'IMGBN�UDRIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have DI L U J pro v - .be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an indorse2,61 1 _# on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). LlJ Y .�1 PRODUCER Arthur J. Gallagher Risk Management Services, Inc. 300 S. Riverside Plaza, Suite 1500 Chicago IL 60606 CONTACT NAME: Amber ChaVln _ 205 PHONE . 312.80IL A 3.E FAX No: - nooaess: amber chavin a' r Jim --07'00 1 INSURERS AFFORDING COVERAGE NAIC# INSURERA: Starr Surplus Lines Insurance Company 13604 INSURED ALLENVI41 All Environmental, Inc. INSURER B: Starr Indemnity & Liability Company 38318 2500 Camino Diablo INSURER C: INSURER 0: Walnut Creek, CA 94597-3998 INSURER E INSURER F : COVERAGES CERTIFICATE NUMBER: 1372664205 REVISION NUMBER: 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. INSR LTR TYPE OF INSURANCE ADDLSUBR J= wyn POLICYNUMBER POLICY EFF fMMMD1YYYY1 POLICY EXP IMMADDVVYYVILIMITS A X COMMERCIALGENERALDABILRY CLAIMS -MADE FRI OCCUR Y Y 10DO065986211 9/14/2021 9/14/2022 EACH OCCURRENCE $2,000,000 PREMISES Ea occurrence $300.000 X MED EXP (Any one person) $ 25,000 Contractors Pall $2M/$4M Limits PERSONAL&ADV INJURY $1.000,000 X GEN'L AGGREGATE LIMIT APPLIES PER: GENERALAGGREGATE $4,000,000 POLICY JCTELOC PRODUCTS-COMP/OP AGO $4,000,000 1 GL Dec: $5.000 $ OTHER: CPL Ded: $50.000 1 1 R AUTOMOBILE LIABILITY 1000638062211 9/14/2021 9/14/2022 COMBINED SINGLE LIMIT Ea accident $1000,000 BODILY INJURY (Per person) $ X ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY(Par accident ) $ HIRED NON -OWNED AUTOS ONLY AUTOS ONLY aW GE Pertlentent) (Param $ $ Camp: $2,000 Cg11:$2,000 A UMBRELLA LIAB X OCCUR 1000336767211 9/14/2021 9/14/2022 EACH OCCURRENCE $5,000,000 X AGGREGATE $5,000,000 EXCESS LIAB CLAIMS -MADE DEO RETENTIONS $ B WORRERSCCMPENSATWO AND EMPLOYERS'LIABILITY YIN 100 0003855 9/14/2021 9/14/2022 X I STATUTE ERH E.L. EACH ACCIDENT $1,000,000 ANYPROPRIETOWPARTNEWEXECUTIVE ❑ OFFICERIMEMBEREXCLUDED9 NIA E.L. DISEASE -EA EMPLOYEE $1,000,000 (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS cal. E.L. DISEASE -POLICY LIMIT $1,000.000 A Professional Liability Claims Made PL Dec: $10,00D 1000065986211 9/14/2021 9/14/2022 Each Claim Aggregate $2,000,000 $4,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule maybe attached if more space is required) City of Santa Ana and City of Santa Ana Public Works Agency is included as Additional Insured, per written contract or agreement, with regards to General Liability per form number CG 20 10 04 13, subject to policy terms, conditions and exclusions. The insurance provided in the General Liability policy is primary and any other insurance shall be excess only and not contributing, per form number SL 023 (6/11) (General Liability) A Waiver of Subrogation in favor of the Additional Insureds applies, per written contract or agreement, with respect to General Liability per form number SL 023 (06/11). A 30 Day Notice of Cancellation applies in favor of the Certificate Holder as required by written contract. SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Ana and City of Santa Ana Public Works ACCORDANCE WITH THE POLICY PROVISIONS. Agency 20 Civic Center Plaza M-83 AUTHO IZED REPRESENTATIVE Santa Ana CA 92701 RWtMnsgaNmtDmiton REwEwED & APPRO act Sr ©1988-2015 ACORD u` -'a AFry:. Acwgfo ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD Risk Management specikist POLICY NUMBER: 1000065986211 COMMERCIAL GENERAL LIABILITY CG 20 10 0413 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s) Location(s) Of Covered Operations Where Required By Written Contract Where Required By Written Contract Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II — Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for 'bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by: 1. Your acts or omissions; or 2. The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured(s) at the location(s) designated above. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: CG 2010 0413 This insurance does not apply to "bodily injury" or "property damage" occurring after: 1. All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or 2. That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. © Insurance Services Office, Inc., 2012 REMe ATROVe]BY. ryi 91M RM Management Specialist C. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: Page 2 of 2 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. © Insurance Services Office, Inc., 2012 FAkMmugemmtotWdun A-guAG¢v pia ® Risk Mnnzgemen[Speciafiw Indemnity*Starr rCompany Dallas, TX 1-866-519-2522 AMENDMENT — NOTICE OF CANCELLATION FOR THIRD PARTIES Policy Number: 1000065986211 Effective Date: 11 /1112021 at 12:01 A.M. Named Insured: All Environmental, Inc. This endorsement modifies the insurance coverage form(s) listed below that have been purchased by you and evidenced as such on the Declarations page. Please read the endorsement and respective policy(ies) carefully. Auto Dealers Coverage Form, Business Auto Coverage Form, Business Auto Physical Damage Coverage Form, Commercial General Liability Coverage Form, Contractor's Pollution Liability Coverage Form, Electronic Data Liability Coverage Form, Excess Liability Policy Form, Garage Coverage Form, Liquor Liability Coverage Form, Motor Carrier Coverage Form, Owners And Contractors Protective Liability Coverage Form -Coverage For Operations Of Designated Contractor, Pollution Liability Coverage Form Designated Sites, Products/Completed Operations Liability Coverage Form, Product Withdrawal Coverage Form, Professional Liability Coverage Form, Railroad Protective Liability Coverage Form, Site Pollution Liability Coverage Form, Special Protective And Highway Liability Policy -New York Department Of Transportation, Truckers Coverage Form, Underground Storage Tank Policy Designated Tanks. It is agreed that in the event the "Insurer' cancels the policy for any reason other than non-payment of premium, the "First Named Insured" must, within five (5) days of receiving the notice of cancellation, provide the "Insurer', either directly or through the retail broker, with a written list of certificate holder(s) ("Schedule') that the "First Named Insured" is contractually obligated to notify in the event that the policy is cancelled. The "Schedule" must specify the name and current email address of a contact for each certificate holder. The "Insurer" will endeavor to provide notice of cancellation to the certificate holder(s) listed in the "Schedule' by email. The "Insurer" agrees to provide such notice of cancellation at a rate of $10 per notified certificate holder up to a maximum of $25,000 for this policy. This notification of a pending cancellation of coverage is intended as a courtesy only. The "Insurer's" failure to provide such notice will neither extend the policy cancellation nor negate cancellation of the policy; nor will this failure result in obligation or liability of any kind upon the "Insurer", its agents or representatives. This endorsement does not affect, in any way, coverage provided under this policy, the cancellation of this policy or the effective date of cancellation. The following definitions apply to this endorsement: 1. "First Named Insured" means the named insured shown in the Declarations Page of this policy. 2. "Insurer" means the insurance company shown in the header on the Declarations Page of this policy. 3. "Schedule" means the written list of certificate holder(s). All other terms and conditions of this Policy remain unchanged. SIIL-102 (10/14) PjA Mowganartonai Copyright © Starr Indemnity & Liability Company. All rights reserved o"r °; REMENED& APPROVED 81" Includes copyrighted material of ISO Properties, Inc., used with its permission ? A,.P Ar.W44 u �! �� Risk Management Specialist *Starr Surplus Lines Insurance Company Primary and Non-contributory, Additional Insured and Waiver of Subrogation Policy Number: 1000065986211 Effective Date: 09/14/2021 at 12:01 A.M. Named Insured: All Environmental, Inc. This endorsement modifies the insurance coverage form(s) listed below that have been purchased by you and evidenced as such on the Declarations page. Please read the endorsement and respective policy(ies) carefully. Commercial General Liability Coverage Form Owners and Contractors Protective Liability Coverage form Products/Completed Operations Liability Coverage Form Contractors Pollution Liability Coverage Form Professional Liability Coverage Form Site Pollution Liability Coverage Form SCHEDULE The City of San Mateo, its elected and appointed officials, employees, and agents A. SECTION II - WHO IS AN INSURED is amended to include as an insured the person or organization shown in the schedule of this endorsement, but only with respect to liability arising out of "your work" for that insured by or for you. B. As respects additional insureds as defined above, this insurance also applies to "bodily injury" or "property damage" arising out of your negligence when the following written contract requirements are applicable: 1. Coverage available under this coverage part shall apply as primary insurance. Any other insurance available to these additional insured's shall apply as excess and not contribute as primary to the insurance afforded by this endorsement. 2. We waive any right of recovery we may have against these additional insured's because of payments we make for injury or damage arising out of "your work" done under a written contract with the additional insured. 3. The term insured is used separately and not collectively, but the inclusion of more than one insured shall not increase the limits or coverage provided by this insurance. Insureds and Agents are advised that certificates of insurance should be used only to provide evidence of insurance in lieu of an actual copy of the applicable insurance policy. Certificates should not be used to amend, expand or otherwise alter the terms of the actual policy. ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED. SL 023 (06/11) Copyright © Starr Surplus Lines Insurance Company. All rights reserved. Includes copyrighted material of Insurance Services Office, Inc. with its permiss RIAMmrga, adMiim " REVIEWED& APPROVED Or. A,.p AcZV44 .. �� Rnk Management Specialist NOTICE OF COMPLIANCE Contractor All Environmental, Inc. Name: Project A-2022-064 Number: Agreement With All Environmental, Inc., DBA AEI Consultants, Project To Provide Building Assessment And Capital Planning Budget Name: Services The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverage(s) are: POLICY EXPIRATION TYPE OF INSURANCE COI DATE FILE NAME NUMBER DATE City-of-Santa-Ana- a_All- AUTOMOBILE LIABILITY 1000638062221 09/14/2023 09/16/2022 Environment_22-23- Master-Pr_9-16- 2022_184396148_1.pdf City-of-Santa-Ana- a_All- GENERAL LIABILITY 1000065986221 09/14/2023 09/16/2022 Environment_22-23- Master-Pr_9-16- 2022_184396148_1.pdf PROFESSIONAL LIABILITY 1000065986221 09/14/2023 09/23/2022 City-of-Santa-Ana- a_All- WORKERS COMPENSATION AND 1000003855 09/14/2023 09/16/2022 Environment_22-23- EMPLOYERS' LIABILITY Master-Pr_9-16- 2022_184396148_1.pdf Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 9/23/2022 12:14 PM