Building Condition Survey #R14-BCS0514

Transcription

1 Building Condition Survey #R14-BCS0514 Erie 1 BOCES May 14, 2014 Submitted to: Purchasing Department Erie 1 BOCES 355 Harlem Road West Seneca, NY Submitted by:

2 May 12, 2014 Purchasing Department Erie 1 BOCES 355 Harlem Road West Seneca, NY RE: BUILDING CONDITION SURVEY, #R14-BCS0514 Dear Sir/Madam: EMG is pleased to provide Erie 1 BOCES with the enclosed proposal in response to the Request for Proposals for Building Condition Survey Services. Founded in 1986, EMG is a leading architectural, engineering, and environmental consulting firm specializing in building condition surveys, having completed thousands of projects for K-12 Schools, Government, Higher Education, and Affordable Housing clients. This proposal details the EMG Team as highly qualified for this opportunity due to the following factors: Work will be performed in compliance with New York State Education Department Regulations 155.4(A)(1) Five-Year Building Condition Survey. EMG has worked with more than 35 New York school districts under the New York State Education Department s Five-Year Capital Plan (8 NYCRR 155) BCS program, including: Rhinebeck Central School District Pearl River Union Free School District Owen D. Young Central School District Oneida-Herkimer-Madison BOCES South Orangetown School District Capital Region BOCES Greenburgh 11 Union Free School District Monroe Woodbury Central School District Newburgh Enlarged City School District Orange-Ulster BOCES Pine Bush Central School District A team of more than 300 team members with a qualified Assessment Team to complete the Building Condition Survey services. 27 years of experience conducting Building Condition Surveys and knowledge of the applicable Federal and State of New York laws, codes, and regulations. EMG is committed to adhering to the terms and conditions of Erie 1 BOCES request, providing quality services, and consistently demonstrating our corporate commitment to quality, continual improvement, and client satisfaction. We are an Equal Opportunity Employer and have a current EEO Policy and Affirmative Action Plan in place. We appreciate the opportunity to propose on this project, and look forward to working with Erie 1 BOCES. I am the point of contact for this proposal submittal and am duly authorized to negotiate for and contractually bind EMG to the contract with Erie 1 BOCES. I may be reached at , ext or via at jfox@emgcorp.com to further discuss our qualifications. Sincerely, Jeffrey Fox, Vice President EMG 222 SCHILLING CIRCLE, SUITE 275 HUNT VALLEY, MARYLAND (800)

3 Building Condition Survey Erie 1 BOCES, New York Table of Contents 1. Non-Collusive Bidding Certification Key Personnel Licenses / Certifications Training Insurance References Firm History Scope of Services Pricing Format P AGE

4 Building Condition Survey Erie 1 BOCES, New York 1. Non-Collusive Bidding Certification The Non-Collusive Bidding Certification can be found completely filled out and signed on the following page. 2 P AGE

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6 Building Condition Survey Erie 1 BOCES, New York 2. Key Personnel Project Management Project Executive, Jeffrey Fox will oversee all contractual components of the project and will be available to Erie 1 BOCES as needed. He will also ensure that all schedule and budget goals are met. Program Manager, Bill Champion, PE, CEM, will manage the Project Team for the full duration of the project, will serve as the main point of contact for Erie 1 BOCES, and will communicate with Erie 1 BOCES on a regular basis. Quality Assurance Manager, Margaret Mitnick, PE, LEED AP, will provide general oversight to the project from the perspective of assuring technical, process, and content quality. Project Organizational Chart Resumes for the proposed Project Team can be found on the following pages. 4 P AGE

7 Jeffrey Fox - Project Executive Education Bachelor of Science, Mechanical Engineering University of Maryland, Baltimore County, Project Experience New York State Education Department; Statewide, NY Facility Condition Assessment; 15,000,000 SF. Mr. Fox managed the project for this client who requires every K-12 school system to complete a Building Condition Survey and Short Range Capital Plan every 5 years. As part of EMG s standard scope, Mr. Fox implemented energy efficient replacement options for all EUL replacements offering a targeted payback. Working with individual school districts and Cooperatives (BOCES), EMG exceeded the Client s requirements, delivered all reports and upload requirements ahead of schedule, and delivered an additional capital asset management tool (AssetCALC ) to the Districts. Indian Prairie School District 204; Aurora, IL Facility Condition Assessment; 7,000,000 SF. Mr. Fox oversaw the contractual components of this project, ensuring that the services were completed on time and within budget, and maintaining contact with the client to see that the project exceeded their expectations. Industry Tenure A/E: 1988 EMG: 2007 Industry Experience Government K-12 Education Higher Education Industrial Office Retail Hospitality Housing Town of Plymouth; Plymouth Schools, MA Facility Condition Assessment; 15 school buildings, 1.2 million SF. The work conducted by EMG assisted the Town District in developing an infrastructure management plan. Mr. Fox oversaw all contractual components of the project. San Bernardino County; San Bernardino, CA Facility Condition Assessment. The first year of the project included the assessment of 176 buildings and 1.9 million SF of County-owned and/or operated buildings, while years 2-3 included an additional 4 million SF. EMG completed an ADA review and an assessment of existing building conditions, site improvements, and mechanical systems. EMG s final report assisted the County in developing a maintenance priority plan for its facilities. Mr. Fox oversaw all contractual components of this project. Stafford County Public Schools; Stafford, VA Facility Condition Assessment; 16 elementary, 6 middle, and 5 high schools, including administration, academic, athletic and support service buildings. The assessment was performed to determine the present condition of the facilities, as well as the future funding and management programs required to maintain the functional operations of the buildings. Mr. Fox oversaw all contractual components of this project. Browne Academy; Alexandria, VA Facility Condition Assessment; 11-acre campus and 9 buildings. Mr. Fox was responsible for all contractual issues and proper allocation of resources for successful on-time completion of the project. The results of the assessment assisted in the development of an infrastructure management plan for the school. 5 P A G E

8 Bill Champion, PE, CEM Program Manager Education Master of Business Administration, University of Rochester, Master of Science, Mechanical Engineering, State University of New York, Buffalo, Bachelor of Science, Mechanical Engineering, State University of New York, Buffalo, Licenses / Certifications Professional Engineer, Maryland (#40120); District of Columbia (#PE906172); New York (#087867) Project Management Professional, Project Management Institute (#50241) Certified Energy Manager (#16649) Project Experience New York State Education Department; Statewide, NY Facility Condition Assessment; 15,000,000 SF. Mr. Champion managed the team, ensuring the tasks were completed on time and within budget. As part of EMG s standard scope, Mr. Champion implemented energy efficient replacement options for all EUL replacements offering a targeted payback. Working with individual school districts and Cooperatives (BOCES), EMG exceeded the client s requirements, delivered all reports and upload requirements ahead of schedule, and delivered an additional capital asset management tool (AssetCALC ) to the Districts. Stamford Public Schools; Stamford, CT Facility Condition Assessment. Mr. Champion oversaw the QC components of this assessment (building site, roofing, exterior, interior, plumbing, fire, security, electrical systems) and 5-year capital plan for 19 schools. EMG conducted a space analysis to determine steps to adapt the facilities to meet future building/educational specification requirements. Cambridge Public Schools; Cambridge, MA Facility Condition Assessment. Mr. Champion oversaw the QC components of this assessment and CAD update of school facilities on 11 campuses, 1 million SF. The study included the assessment of academic and support structures for deferred maintenance, modernization, and necessary capital improvement. Mr. Champion delivered reports and a consolidated long-range capital needs plan on AssetCALC which integrated with the existing SchoolDude software platform. Montgomery County Public Schools; Montgomery County, MD Facility Condition Assessment. Mr. Champion oversaw all quality assurance aspects of this facilities condition assessment. Alexandria City Public Schools; Alexandria, VA Facility Condition Assessment; 17 schools, 2 facilities. Mr. Champion provided technical expertise and oversight while EMG evaluated the facilities, identified short-term needs, and developed cost estimates and priorities. He provided a consolidated capital needs analysis to include anticipated capital needs for all buildings. Bureau of Indian Affairs; Albuquerque, NM Facility Condition Assessment. Mr. Champion oversees all QC aspects of this assessment of K-12 schools, including creation of a detailed tablet PC-based field data collection platform, with the goal of verifying existing conditions of 27 million SF of real estate assets in 16 states. The detailed analysis allows the BIA to make decisions on building disposition, rehabilitation, and new construction needs. Chicago Public Schools; Chicago, IL Facility Condition Assessment; 283 school buildings. Mr. Champion provided quality assurance management over the assessment team as they completed services on time and within budget, and was available to the Client as needed. Industry Tenure A/E: 1994 EMG: 2002 Industry Experience Government K-12 Education Higher Education Industrial Office Retail Hospitality Housing 6 P A G E

9 Margaret Mitnick, PE, LEED AP Quality Assurance Manager Education Bachelor of Science, Civil Engineering, University of Rhode Island, Bachelor of Arts, Biology Ecology Concentration, University of Pennsylvania, Licenses / Certifications Professional Engineer, Maryland (#17659), District of Columbia (#PE901163), Virginia (# ) LEED Accredited Professional, US Green Building Council Project Experience Archdiocese of Baltimore; Baltimore, MD Property Condition Assessment. Ms. Mitnick led the evaluation of a portfolio of churches and schools, including the buildings physical structures, major electrical, mechanical and plumbing systems and ADA concerns; and served as a report reviewer of the deliverables before submitted to the client. Some of the buildings original construction dated back to the 1800s. The assessments were used by the client for short- and long-term capital planning. Industry Tenure A/E: 1985 EMG: 2013 Industry Experience K-12 Education Government Higher Education Housing Office Industrial Hospitality Healthcare Retail/Wholesale Assisted Living Hospitality Retail District of Columbia Public Schools; Washington, DC Facility Condition Assessment. Ms. Mitnick led the team that completed assessments for the District of Columbia s K-12 school buildings. All services were completed on time and within budget. Chicago Public Schools; Chicago, IL Facility Condition Assessment; 283 school buildings. Ms. Mitnick led the assessment team as they completed services on time and within budget, and was available to the Client as needed. Bureau of Indian Affairs; Albuquerque, NM Facility Condition Assessment. Ms. Mitnick leads the assessment of K-12 schools, with the goal of verifying existing conditions of 27 million SF of real estate assets in 16 states. The detailed analysis allows the BIA to make decisions on building disposition, rehabilitation, and new construction needs. Portsmouth School District; Newport, RI Facility Condition Assessment; 450,700 SF. Ms. Mitnick led the team as they completed the assessments of K-12 school buildings and wrote the reports for the client deliverable. All items were completed on time and within budget. 7 P A G E

10 Kevin Lantry, PE, CEM Assessment Team Education Bachelor of Science, Mechanical Engineering, Purdue University, Licenses / Certifications Professional Engineer, Indiana (# ) Certified Energy Manager, (#16678) Project Experience New York State Education Department; Statewide, NY Facility Condition Assessment; 15,000,000 SF. Mr. Lantry led the Team that completed the assessments for this client who requires every K-12 school system to complete a Building Condition Survey and Short Range Capital Plan every 5 years. EMG exceeded the requirements, delivered all reports and upload requirements ahead of schedule, and delivered an additional capital asset management tool (AssetCALC ) to the Districts. Industry Tenure A/E: 2001 EMG: 2004 Industry Experience K-12 Education Government Higher Education Affordable Housing Industrial Hospitality Retail Stamford Public Schools; Stamford, CT Facility Condition Assessment; 19 schools. Mr. Lantry completed the assessment and developed a Capital Plan for the schools. He assessed the building site, roofing, exterior, interior, plumbing, fire, security, and electrical systems. Archdiocese of Chicago; Chicago, IL Facility Condition Assessment; 7 buildings. Mr. Lantry evaluated a portfolio of churches and schools including the buildings physical structures, major electrical, mechanical and plumbing systems and ADA concerns. High School Music Wing Renovation; Lafayette, IN Building Condition Survey; 125,000 SF. Mr. Lantry completed the remodeling of this facility and field surveys to determine the condition of existing building systems. He generated estimated costs to determine the viability of adapting old systems compared to implementing new systems. Board of Education of Carroll County; Westminster, MD Facility Assessment; 41 school buildings. Mr. Lantry worked with a team of industry professionals in determining the present condition of school facilities and infrastructure and what future funding will be required by Carroll County Schools to maintain and support their school buildings. Stafford County Public Schools; Stafford, VA Facility Condition Assessment; 2.9 Million SF. Mr. Lantry completed the assessments and writing of the reports for the deliverable. EMG s custom Report Card was an important part of this project as this document helped the District determine whether building systems and components met current code, ADA accessibility requirements, maintenance requirements in order to maximize Estimated Useful Life, and whether the schools primary classroom and space functions were adequate for the District s projected student capacity. High School Athletic Center; Indianapolis, IN Design and Construction Administration; stadium and athletic center. Mr. Lantry led the team for the duration of the project, including preliminary and final punch, to verify functionality of all MEP systems. 8 P A G E

11 Darrin Holly, PE Assessment Team Education Master of Science, Engineering Management, University of Maryland, Bachelor of Science, Mechanical Engineering, University of Delaware, Licenses / Certifications Professional Engineer, Maryland (#23405) Project Experience New York State Education Department; Statewide, NY Building Condition Surveys. EMG s assessment included observations of the facilities and systems, review of previous assessment reports, interviews with property staff and research of municipal records. EMG also prepared a Five Year Capital Facilities Plan. Mr. Holly served on the Assessment Team that completed the on-site assessments and report reviews. Industry Tenure A/E: 1991 EMG: 2002 Industry Experience K-12 Education Government Higher Education Affordable Housing Industrial Hospitality Retail Stamford Public Schools; Stamford, CT Facility Condition Assessment; 19 schools. Mr. Holly assessed the building site, roofing, exterior, interior, plumbing, fire, security, and electrical systems and developed a Capital Plan for the Public School System. Archdiocese of Baltimore; Baltimore, MD Property Condition Assessment. Mr. Holly evaluated a portfolio of churches and schools, including the buildings physical structures, major electrical, mechanical and plumbing systems and ADA concerns. Some of the buildings original construction dated back to the 1800s. The assessments were used by the client for short- and long-term capital planning. Board of Education of Carroll County; Westminster, MD Facility Condition Assessment; 40 facilities. Mr. Holly conducted interviews with members of the school board and maintenance staff. His findings included information on existing building conditions, site improvements, mechanical and electrical systems, and code and accessibility information. Diocese of Arlington; Arlington, VA Facility Condition Assessment; 32 school buildings. The team documented the buildings existing conditions, determined short-term, long-term, and immediate needs, and included cost projections of the repair needs. The team assessed structures, HVAC, roofing, building interior, electrical, and plumbing systems. Mr. Holly conducted the assessments and completed the reports. 9 P A G E

12 Ralph Manglass, PE Assessment Team Education Bachelor of Science, Mechanical Engineering, Purdue University, Licenses / Certifications Professional Engineer, Maine (#8092), Massachusetts (#49751) Project Experience Town of Plymouth; Plymouth Schools, MA Facility Condition Assessment; 15 school buildings, 1.2 million SF. The work conducted by EMG assisted the Town District in developing an infrastructure management plan. Mr. Manglass served on the Assessment Team that completed the assessments and wrote the reports. Services were completed on time and within budget. District of Columbia Public Schools; Washington, DC Facility Condition Assessment. Mr. Manglass completed assessments for the District of Columbia s K- 12 school buildings. All services were completed on time and within budget. Chicago Public Schools; Chicago, IL Facility Condition Assessment; 283 school buildings. Mr. Manglass served on the assessment team as they completed services on time and within budget. Industry Tenure A/E: 1982 EMG: 2013 Industry Experience K-12 Education Government Higher Education Housing Office Industrial Hospitality Healthcare Retail/Wholesale Assisted Living Hospitality Retail Bureau of Indian Affairs; Albuquerque, NM Facility Condition Assessment. Mr. Manglass is completing assessments of K-12 schools, with the goal of verifying existing conditions of 27 million SF of real estate assets in 16 states. The detailed analysis allows the BIA to make decisions on building disposition, rehabilitation, and new construction needs. 10 P A G E

13 Stephen Davis, PE Assessment Team Education Master of Science, Industrial Engineering, University of Michigan at Ann Arbor, Master of Science, Naval Architecture and Marine Engineering, University of Michigan at Ann Arbor Bachelor of Science, General Engineering, US Coast Guard Academy, Licenses / Certifications Professional Engineer, Virginia (# ) Project Experience Montgomery County Public Schools; Montgomery County, MD Facility Condition Assessment. Mr. Davis served on the Assessment Team that completed the assessments on time and within budget. Arlington Public Schools; Arlington, VA Facility Condition Assessment. Mr. Davis completed assessments including a protocol that consisted of ranking criteria that included the condition of existing facilities and the need for immediate and short-term repairs, and assessing space usage versus educational design specifications. This data was entered into a database that allowed the Client to rank the need of existing structures across multiple criteria including condition and deviation from stated space needs. Stafford County Public Schools; Stafford County, VA Facility Condition Assessment; 25 buildings, 2.9 million SF. Mr. Davis completed assessment services on time and within budget. Building systems, components, and estimated useful life were all reviewed as part of the assessment. The result of the assessment was a prioritization of capital projects and maintenance repairs. Baltimore City Public School System; Baltimore, MD Facility Condition Assessment. Mr. Davis completed the assessments and report writing, assisting the Facilities Management Department in completing future capital expense planning. Board of Education of Carroll County; Westminster, MD Facility Condition Assessment; 41 school buildings. Mr. Davis completed assessment services on time and within budget. During the evaluation, he conducted interviews with the property manager and maintenance staff. His findings included information on existing building conditions, site improvements, mechanical and electrical systems, and code and accessibility information. Stamford Public Schools; Stamford, CT Facility Condition Assessment; 19 schools. Mr. Davis completed the assessments and developed a capital plan for the Schools. He assessed the building site, roofing, exterior, interior, plumbing, fire, security, and electrical systems. Carlos Rosario International Public Charter School; Washington, DC Facility Condition Assessment and Energy Audit. Mr. Davis completed assessments for this leading charter school and adult-education institution. He assessed architectural components and provided a structural review of the facility. EMG identified deficient conditions in terms of deferred maintenance, building condition, and life safety code compliance issues. Cambridge Public Schools; Cambridge, MA Facility Condition Assessment; 11 campuses. Mr. Davis completed the assessments and delivered final reports for each facility, as well as a long-range capital need plan on AssetCALC, our customized database. Industry Tenure A/E: 1965 EMG: 1996 Industry Experience Government K-12 Education Higher Education Housing Office Industrial Hospitality Healthcare Retail/Wholesale Assisted Living Hospitality Retail 11 P A G E

14 Building Condition Survey Erie 1 BOCES, New York 3. Licenses / Certifications Licenses for the proposed Project Team can be found on the following pages. 12 P A G E

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24 Building Condition Survey Erie 1 BOCES, New York 4. Training Each member of EMG s Assessment Team receives initial training of two weeks that includes technical training on major building systems and code compliance. They also receive training on special construction concerns throughout the year. EMG follows strict policy, as part of our internal Quality Management System (QMS) according to the EMG Standard of Quality, ensuring that education, training, and certification is kept current for all employees. To ensure employee retention and individual growth, all EMG professionals are encouraged to attend, and are provided with, annual funding for internal and external training within the company s practices. These training efforts coupled with the existing education ensure the capability and technical responsibility of our Team Members on programs for our clients. 22 P A G E

25 Building Condition Survey Erie 1 BOCES, New York 5. Insurance Please find EMG s Insurance Certificate specific to Erie 1 BOCES on the following page. 23 P A G E

26 Green Insurance Exchange, LLC 184 High Street Suite 602 Boston, MA Clampett Industries, LLC D.B.A. EMG 222 Schilling Circle, Suite 275 Hunt Valley, MD A GLO /13/13 09/13/14 1,000,000 X 100,000 X 5,000 X Contractual Liability 1,000,000 2,000,000 1,000,000 X A X X SEO /13/13 09/13/14 3,000,000 3,000,000 A X 0 Professional Liability Evidence of Insurance PEC STEADFAST INS CO /06/ /13/13 09/13/14 Each Occurence Each Aggregate 1,000,000 2,000,000 Erie 1 BOCES 355 Harlem Road West Seneca, NY MWing USA

27 Building Condition Survey Erie 1 BOCES, New York 6. References Please refer to the following list of similar projects where EMG has conducted School Building Condition Surveys for Government clients with similar scope and complexity to that of the services requested by Erie 1 BOCES: New York State Education Department (NYSED); Statewide, NY Reinbeck Central School District Pearl River Union Free School District Owen D. Young Central School District Oneida-Herkimer-Madison BOCES South Orangetown School District Chicago Public Schools, IL Montgomery County Public Schools, MD Bureau of Indian Affairs, Nationwide Indian Prairie School District 204, IL District of Columbia Schools, Washington DC Stafford County Public Schools, VA Stamford Public Schools, CT Regional School District #17, CT Town of Plymouth, MA Town of Bedford, NH Arlington County, VA City of Hartford Schools, CT City of Charlottesville, VA Town of Needham, MA Town of Glastonbury, CT Capital Region BOCES Greenburgh 11 Union Free School District Monroe Woodbury Central School District Newburgh Enlarged City School District Orange-Ulster BOCES Pine Bush Central School District Full project profiles for some of these recent contracts can be found on the following pages with reference information. 25 P A G E

28 New York State Department of Education, New York Building Condition Surveys & Capital Improvement Plan Database Building Type Educational Facilities Service Provided Building Condition Surveys Facility Condition Assessments Capital Improvement Plan Database Energy Components Size 35 School Districts 5M SF EMG was contracted to perform Building Condition Surveys and complete Five-Year Capital Facilities plans for the New York State Department of Education. The assessments were conducted to meet the requirements of 8 NYCRR (New York Code of Rules and Regulations) Section 155, the Official Compilation of Codes, Rules and Regulations of the state of New York health and safety in existing facilities standards. EMG assessed buildings of more than 35 Component School Districts in New York. EMG designated a multidisciplinary team of architects and engineers to visit the sites to assess the condition of the buildings, maintenance facilities, parking and paving and recreational facilities. As required by NYSDE, the teams included at least one New York licensed professional architect or engineer. During the assessments, all major building systems were addressed and all deficiencies were documented, prioritized, and entered into a database. EMG consulted with District personnel in order to accurately prepare a Five- Year Capital Facilities plan. This plan included a ranking of required repairs and cost estimates for each repair in existing structures. Estimates for new program needs within existing structures and a projection for additional space needs due to anticipated increases in enrollment were incorporated into the plan. At the conclusion of the on-site assessments, EMG provided narrative reports and/or our customized AssetCALC database with cost projections for building maintenance and renewal projects. Following the submittal of these reports, EMG then populated the database of the NYSDE with the report data. As a result of EMG s efforts, NYSDE was able to comply with the State mandate and therefore, were eligible to receive the matching funds from the State on projects that were in the capital projection. Timing 2000, 2005, 2010 References Phil Scala So. Orangetown Central School District 160 Van Wyck Road Blauvelt, NY T: (845) E: pscala@socsd.org Randy Moshier Richfield Spring Central School District 93 Main Street Richfield Springs, NY T: (315) , x7 E: rmoshier@richfieldcsd.org Quinton Van Wynen Pearl River Union Free School District 135 West Crooked Hill Road Pearl River, NY T: (845) E: vanwynenq@pearlriver.org Jody Rodriguez Owen D. Young Central School District P.O. Box 125 Van Hornesville, NY T: (315) E: jrodriguez@odycsd.org Sheldon Tieder Rhinebeck Central School District 45 North Park Road Rhinebeck, NY T: (845) , x5 E: stieder@rhinebeckcsd.org 26 P A G E

29 Chicago Public Schools, Illinois Facility Condition Assessment of K-12 Schools Building Type K-12 Schools Service Provided Facility Condition Assessment Field data collection into third party software package Size 29.8 MM SF 283 schools Completion 2013 In 2012 Chicago Public Schools (CPS) awarded EMG a contract to conduct Facility Condition Assessments of 283 schools totaling 29.8 million square feet. EMG is conducting detailed assessments of these school facilities of which, the results will be used to inform and prioritize the annual, five and ten-year capital improvement budgets for the district. The fourth largest school district in the U.S., CPS portfolio includes conventional K-12 public schools and non-cps charter schools that will be subject to the assessment. Reference Hamza Salim Board of Education of the City of Chicago 125 S. Clarke Street, 10 th Floor Chicago, IL T: (773) E: hjsalim@cps.edu This project involves collection of facility condition, program and space data and populating that data into a third party platform through a remote interface that synced data directly into the CPS database. Managing the field assessments from CPS headquarters, EMG is deploying 2 field teams of architects and engineers simultaneously. The field team utilizes tablet computers populated with CPS Facility Assessment Cost Tracking System (FACTS) to collect data for each school. Four separate focus areas of data are being populated which include: 1.) Building Form, 2.) Classroom, 3.) ADA, and 4.) Assessment. Developed by CPS to have a consistent and comprehensive way to determine capital need, FACTS analyzes the field data which is used to create a Capital Plan. 27 P A G E

30 Montgomery County Public Schools, Maryland Facility Condition Assessments of K-12 Schools Building Type K-12 Schools Service Provided Facility Condition Assessment Space Assessment Program Assessment Ranking & Prioritization Size 8 MM SF 51 buildings Completion 2011 EMG was engaged by the Board of Education as the consultant to work with the County and stakeholders to develop a set of criteria for evaluating and prioritizing the modernization of school buildings in the County. This program is known as the Facilities Assessment with Criteria and Testing (FACT) Program. The process includes evaluation of the ability of the schools to meet program requirements as well as general physical condition issues requiring modernization. Reference Bruce Crispell Montgomery County Public Schools 7361 Calhoun Place, Suite 400 Rockville, Maryland T: (240) E: bruce_crispell@mcpsmd.org EMG used a detailed data collection process that included a multidiscipline team including an architect, engineer, facility planner and data analyst. Each evaluation criteria was separately scored became part of the overall ranking of each school. EMG was responsible for refining the FACT methodology, including identification of measures, weights, and the overall scoring approach. This was developed with stakeholder input, including Montgomery County Council of Parent and Teacher Associations, Inc. representatives, as well as other stakeholders who participated in the FACT Review Committee. EMG s approach includes educational program-related parameters including assessing school spaces against current educational specifications, and physical infrastructure facility condition parameters including assessing schools against current facility design guidelines. 28 P A G E

31 Bureau of Indian Affairs, Multiple States Nationwide Facility Condition Assessment and Space Utilization Study Building Type K-12 Schools Dormitories Residences Correctional Facilities Service Provided Facility Condition Assessment Field verification of building areas Comparison to BIE Educational Standards Building Area Tables Size 180+ buildings 22 Million + SF Time of Performance The Bureau of Indian (BIA) maintains 181 schools with over 22 million square feet in 23 states. The BIA adopted Educational Standards that set required quantities and room size for school facility including administration, classrooms, libraries, physical education, dining, dormitories and support spaces. The ages of the schools range from over 100 years to less than one year and most were constructed or renovated before the implementation of the Educational Standards. The Bureau needed to review the Schools as part of their long term maintenance and planning for new schools to identify schools to be replaced and those that can be maintained in their current location. EMG and a Native American firm, Keres, established a team of Architects, Engineers and construction professionals to review each school with the maintenance director or principal. Existing areas were verified and any recent additions or floor plan modifications were documented. The documented school changes were made to existing CAD floor plans for each school. The school program areas were entered into a customized Excel Workbook to compare the areas and facilities at each school to those required by the Educational Standards. Deficiencies or surplus areas were identified and a separate text report was prepared for each school. Reference Neil Monette Bureau of Indian Affairs Navajo Regional Office Division of Acquisition P.O. Box 1060 / 301 West Hill, Room 346 Gallup, New Mexico T: (505) E: Neil.Monette@bia.gov EMG and Keres are reviewing the facilities and have provided reports and an Excel workbook for each school tracking building and program areas. Draft reports were presented to the BIA and BIE staff on a monthly basis and each school discussed. Schools with significant recent enrollment changes or numbers of students boarding at the school are reported. Schools with portable classroom buildings were identified so that the BIA can relocate portable structures as enrollments change among the various schools. 29 P A G E

32 Building Condition Survey Erie 1 BOCES, New York 7. Firm History Founded in 1986 as an architectural, engineering, and environmental consulting firm, EMG (Clampett Industries, LLC d/b/a EMG) is comprised of a team of more than 300 professionals located in 40 states nationwide, including Architects, Engineers, Certified Energy Managers, Environmental Professionals, Building Systems Consultants, and Code Compliance Experts that provide building condition surveys, facility condition assessments, building engineering reports, construction monitoring, physical needs assessments, green physical needs assessments, benchmarking studies, energy audits, and accessibility assessments. EMG s core of architectural, construction, engineering, environmental, and seismic expertise forms the foundation on which the company teams with clients to create and implement real property management solutions. Annually, EMG assesses thousands of properties for municipalities, specifically K-12 School Systems, similar to Erie 1 BOCES and has developed a proven and efficient methodology for our assessments and data collection, considering knowledge of property conditions, federal and ASHRAE regulations, local codes, and client objectives, while conducting services and making recommendations. EMG is financially sound, having operated for 27 years, with average revenues of $25.3 M over the past five years. With the depth and resources to complete this project, EMG is committed to providing quality services to Erie 1 BOCES satisfaction. Legal Form of Ownership Joanne Limoges, Member 93.82% Claude Limoges, CEO/Chairman 3.60% Timothy Mains, Executive Vice President/Legal Counsel 2.58% EMG is a Limited Liability Company incorporated in the State of Maryland; and has engaged in Professional Services under the present legal name of Clampett Industries LLC d/b/a EMG for 8 years. 30 P A G E

33 Building Condition Survey Erie 1 BOCES, New York 8. Scope of Services Project Understanding EMG understands that, should EMG be awarded the contract, we would be responsible for performing building condition surveys for 19 possible participating school districts and three (3) Erie 1 BOCES Career & Technical Centers. Facility Condition Assessment Project Approach EMG will collect, document, and analyze the facilities assessment data to achieve the following: Identify deficient conditions in terms of deferred maintenance, building condition, and life safety code non-compliance issues. Provide a reasonable cost analysis for the above-mentioned efforts. Provide a detailed report for each property that details the assessment data. Provide individual cost tables and digital photographs to document the deficient conditions at each property. EMG has designed this program to be consistent with the mission and goals of Erie 1 BOCES. We understand the needs of the program and have performed similar services for many New York State K-12 schools in the past. To achieve these goals, our assessment team will thoroughly survey, inventory, and assess all building systems and components to identify deficient conditions and accurately estimate the cost to correct each deficiency. At project implementation, EMG will conduct kick-off meetings to introduce key team members and to present key activities to be conducted. Within this meeting, we will address: Review of work plan and schedule for the entire contract with key milestones. Confirmation of the final scope of work. Availability, condition, and location of existing drawings and documentation. Collection of all base data on each building. Site Plan for each facility. Confirmation of the square foot data for each facility. Review of any available descriptive information about each building (year built, history, major renovations). Interview with those familiar with the property (building engineers), to collect pertinent data for integration into the assessment. Review of available construction and maintenance documents (as-built drawings, specifications, maintenance logs). Analysis of the findings of any existing School Committee engineering analyses, such as accessibility, air quality issues, environmental, and life safety. During the term of the project, EMG will conduct weekly Progress Meetings to maintain open communication with the entire Project Team and Erie 1 BOCES Staff as well as staff of the individual school districts participating in the contract. EMG will lead the meeting with an agenda that includes a focus on work plan, schedule, and 31 P A G E

34 Building Condition Survey Erie 1 BOCES, New York project needs. This will permit the opportunity to proactively address challenges encountered and discuss adjustments. Each meeting will conclude with task assignments, schedules, and goals to be met. During these meetings, EMG will provide Erie 1 BOCES with a written status report that tracks and monitors the progress of the assessments against the schedule submitted. The Project Approach presented by EMG for this project is uniquely customized to address the Erie 1 BOCES specific requirements. EMG has demonstrated experience in the assessment of a significant number of state and local government facilities, public and private housing properties, higher education facilities, K-12 schools, and high security government installations, and understands the special implementation, sensitivities, management, and communication associated with each. Based on observations and information obtained from available on-site personnel, EMG will visually insect all facilities and property per Title 8 NYCRR, Part 155. Specifically, the assessment will focus on the following components: Building Site Playgrounds and Play Fields Evaluation of material flatwork at the property (sidewalks, walkways, parking lots, canopies, paving). Identification of the size and material structure of all playground equipment at each school facility. Evaluation of athletic playing fields (bleachers, press boxes, dugouts, tracks, tennis courts, fencing). Identification of the orientation, size, use, material structure, and condition of each athletic field within each school facility, as well as the playing surface, presence of drainage/irrigation systems, and lighting. Roofing Observation of general conditions of the roof system (membranes, flashings, skylights, pitch pans, attachment methods, gravel stops, parapets, miscellaneous appurtenances, insulation). Identification of material roof systems (roof type, reported age, slope, drainage) Identification of unusual roofing conditions or rooftop equipment. Observation for evidence of material repairs, significant ponding, or evidence of material roof leaks, and identification of material rooftop equipment or accessories (antennas, lightning protection, HVAC equipment, solar equipment). Building Exterior Elements Identification of material elements of the building exterior (walls, doors, windows, fire escapes), including the foundation system, floor framing system, roof framing system, facade or curtainwall system, glazing system, exterior sealant, exterior balconies, doors, and stairways. Observations may be subject to grade, accessible balconies, and rooftop vantage points. Building Structural Elements Evaluation of columns, footings, foundations, beams, and slabs as part of the structural assessment. Building Interiors Identification of common areas, classrooms, labs, offices and special use areas and building standard finishes, including doors, hardware, flooring, ceilings, walls, stairwells, and handrails. Identification of material building amenities or special features (stage curtains, bleachers, lockers, sports equipment such as backboards, auditoriums, and kitchen equipment). 32 P A G E

35 Building Condition Survey Erie 1 BOCES, New York Electrical Systems Identification of the electrical service provided and distribution system at the subject property, including material switchgear disconnects, circuit breakers, transformers, meters, emergency generators, general lighting systems, and other such equipment or systems. Observation of general electrical items (distribution panels, type of wiring, energy management systems, emergency power, lightning protection, sensors, busway systems). Plumbing Identification of material plumbing systems at the subject property, including domestic water supply, domestic hot water production, sanitary sewer, or special or unusual plumbing systems (water features, grease traps, fuel systems, gas systems). Observation of meters, catch basins, lift stations, and irrigation systems. Heating and Cooling Identification of burners, insulation, compressors, thermostats, steam traps, valves, heating coils, ventilators, boilers, tanks, and dryers. Ventilation Identification of ventilation systems at the property (ductwork, intakes, filter rooms, fan rooms, bearings, hoods, and HVAC Centralized Zone units). Air Conditioning Systems Identification of material air-conditioning (cooling towers, chillers, window units, insulation, thermostats, heat pumps, controls). Special Systems and Equipment All special systems and equipment (elevators, escalators, equipment lifts, chair lifts, chemical storage or treatment areas, storage tanks, dumbwaiters, vaults, public address systems, telephone systems). Fire Protection/Security Systems Identification of material life safety/fire protection systems at the property (sprinklers and stand pipes (wet or dry), fire hydrants, fire alarm systems, smoke detectors, fire extinguishers, emergency lighting, stairwell pressurization, smoke evacuation). Environmental Features Review of the environmental features of the property, to include appearance, cleanliness, acoustics, ventilation, and humidity. Energy Efficiency Analysis of the energy usage of all equipment, and identification of equipment using the most energy and what equipment upgrades may be necessary. This information will be used to identify which equipment upgrades or replacements that may provide a reasonable return on the investment. At the conclusion of the assessment, EMG will: Provide a general description of the property and improvements and comment generally on observed conditions. Identify those components observed that are exhibiting deferred maintenance issues and provide estimates for immediate and capital repair costs based on observed conditions, available maintenance history and industry-standard useful life estimates. If applicable, this analysis will include the review of 33 P A G E

36 Building Condition Survey Erie 1 BOCES, New York any available documents pertaining to capital improvements completed within the last five-year periods, or currently under contract. EMG shall also inquire about available maintenance records and procedures and interview current available on-site maintenance staff. Address critical repairs and life safety issues separately from repairs anticipated over the term of the analysis. Provide a limited statement of observations regarding the property s general compliance with Title III of the Americans with Disabilities Act as it relates to common areas and major means of egress and ingress. This will not constitute a full ADA survey, but will help to indicate whether the BOCES or District is exposed to accessibility issues and whether a more comprehensive review is advisable. List current utility service providers, and inquire as to whether there are any documented life safety/ code violations on record with local building, zoning, and fire departments. Provide a graphic summary at the beginning of the report to provide a quick, user-friendly summary of the property s observed condition and estimated costs assigned by category. These estimated costs shall be cross-referenced to report sections where an elaboration of cost issues will be presented. The Five Year Capital Facilities Plan will be prepared in a format prescribed by the Commissioner of Education and copies of the plan will be submitted to the State upon completion and will include a breakdown of the five years of the plan of the estimated expenses for the following: Current or proposed new construction ranked in priority order; Current or proposed additions to school facilities ranked in priority order; Current or proposed alterations or reconstruction of school facilities ranked in priority order; Major repairs ranked in priority order; Major system replacement and repairs and maintenance ranked in priority order, and; Energy consumption. The Five Year Capital Facilities Plan will also include a District-wide building inventory which will include, but shall not be limited to: Number and type of facilities owned, operated or leased by the District; Age enrollment, rated capacity, use size and the safety rating of such buildings as determined pursuant to the provisions of subdivision (c) of section of the Regulations of the Commissioner of Education s Comprehensive Public School Safety Program; Energy sources for such buildings; Probable useful life of each building and it major subsystems; Recommendation of need for major system replacement and repairs and maintenance; and Any other information which may be deemed necessary to evaluate the safety and health conditions in school facilities. Cost Estimating Each report will include a capital needs analysis with an estimated cost for each system or component repair or replacement anticipated during the evaluation term. The report narrative will discuss options for repair of the 34 P A G E

37 Building Condition Survey Erie 1 BOCES, New York deficiency, and the capital needs analysis will be presented as an Excel-based cost table that includes a summary of the description of each component, age and estimated RUL, anticipated year of repair or replacement, quantity, unit cost, and total cost for the repair of each line item. A consolidated capital needs analysis will be presented that includes all anticipated capital needs for all buildings. In addition to the detailed description of the deficiencies, EMG will provide cost estimates for the deficiencies noted. The cost estimate for capital deficiencies will be based on the estimate for maintenance and repair, but may, at Erie 1 BOCES option, also include project management, construction, and design fees derived using actual costs from previous projects. After determining these costs, we will confirm them with Erie 1 BOCES Staff. EMG uses the Uniformat system and the RS Means model for the baseline of cost estimating. EMG maintains and updates this cost estimating system with information received from the field. Through our construction monitoring work, we have current cost data from hundreds of in-progress construction and rehabilitation projects. This allows us to project costs based on local conditions and maintain a cost database that, in most cases, is more current than published RS Means models. AssetCALC Software Solution EMG proposes utilizing AssetCALC as the platform for all data collected on this project. AssetCALC is a nonproprietary, web-based system that allows users to query information regarding specific items or across the entire asset portfolio. This streamlines the capital planning process by compiling funding requirements for deficiencies and creating budget models based on project priority, life cycle maintenance, and repair requirements. Seat Licenses are not required with AssetCALC. Prior to database population, EMG will work with Erie 1 BOCES to establish attributes and data points required to be associated with each asset. This will include discussion of relative priority of the asset. The first step in populating the database is to create an asset inventory, including all Erie 1 BOCES assets grouped in a hierarchy based on site location, asset group, and function. Overview of Features: Location Hierarchy (up to four levels) Deficiency Classifications (up to two levels) Deficiency Priority Codes (described above) Reporting: Standard reports have deficiencies grouped by priority, location, replacement year, and deficiency classification. A cost summary is also included. Searching: Individual deficiencies can be searched by location, deficiency classification, and priority. Deficiency Management: New deficiencies or re-prioritized and re-classified existing deficiencies. Proprietary EMG Cost Database (with adjustable inflation assumptions) Facility Condition Index Calculation Report (by building) Backlog and Funding Projection Module (recalculates FCI based on funding assumptions) Features Specific to Asset Managers and Budget Officials Capital Improvement Project Ranking and Prioritization 35 P A G E

38 Building Condition Survey Erie 1 BOCES, New York Complete Deferred Maintenance Backlog Viewing Reporting (by building, priority, system, or dollar deficiency amount) Innovative Search Screens: Screens allow for deficiency classifications, reporting, and management. Capital Budget Planning Year-by-Year Capital Needs Analysis 5, 10, and 20-Year Breakdown Reports Priority Codes Standardized Cost Database Searching Ability (property names, age, cost, deficiency status/priority) Split Project Costs (over multiple years) Please refer to AssetCALC sample screenshots on the following pages: 36 P A G E

39 Building Condition Survey Erie 1 BOCES, New York Dashboard 37 P A G E

40 Building Condition Survey Erie 1 BOCES, New York District School List 38 P A G E

41 Building Condition Survey Erie 1 BOCES, New York Capital Replacement Reporting (with 1 20-Year Drop-down Reserve Term) 39 P A G E

42 40 P A G E Building Condition Survey Erie 1 BOCES, New York

43 Building Condition Survey Erie 1 BOCES, New York Standard Report Options 41 P A G E

44 Building Condition Survey Erie 1 BOCES, New York Timeline EMG is able to conduct its Building Condition Surveys in a timely and efficient manner. EMG will complete services for all 19 school districts and career centers within a 90-day period. Our large field staff allows EMG the capacity to perform the complete scope of this RFP within eight to ten (8-10) weeks from Notice to Proceed. Additional licensed staff may be dedicated to this project to allow for an accelerated timeline. EMG will host a kick-off meeting within 10 days from Notice-to-Proceed to clearly define the project schedule on a school-by-school basis. Microsoft Project Planner will be used throughout the engagement to manage the schedule. EMG s Program Manager will host weekly meetings with Erie 1 BOCES Staff to update on progress made according to the schedule. 42 P A G E