FFF Proposal for EWSD Facility Assessment.pdf

ARCHITECTURAL/STRUCTURAL/MECHANICAL CONSULTING SERVICESESSEX WESTFORD SCHOOL DISTRICTAPRIL 7, 2021

April 7, 2021

Essex Westford School District Attn: Bruce Murdough, Director of Property Services 51 Park Street Essex Junction, VT 05452

RE: EWSD Comprehensive Facilities Assessment

Dear Selection Committee,

You will likely find that this proposal is different than others that you have received in response to your RFP, and that is intentional on our part. You are seeking professional Facility Conditions Assessment (FCA) services and that requires a very specific skillset, so we have teamed up with one of the leading assessment firms in the nation. Last year FFF and Accruent successfully completed an FCA for the entire Norwich University (NU) campus of 54 buildings, 11 categories of site elements, and all their kitchen equipment. To demonstrate the capabilities of professional assessors I can tell you that we completed the field assessment phase for all of NU’s buildings totaling 1,267,369 square feet in approximately three weeks. The data we collected was extensive and all of it was organized in an industry standardized database.

We have included a very detailed description from Accruent of what an FCA is, the power of using it for planning purposes, and how we will create an FCA database for you from which a myriad of reports can be generated. Please do take extra time to read this information because I believe you will find it represents exactly the services you are looking for. We understand that EWSD is also in the process of researching software platforms that will manage the data collected as part of this FCA effort. Accruent has a powerful facility management software package that you can subscribe to and can also maintain in-house so that your data is always up to date. If you chose not to subscribe, our team will provide you with pivot tables containing the FCA data that you can import into whatever software you choose.

We not only want to provide you with the capabilities of a national FCA firm, but we know you need us to be responsive and accountable to you. Our team accomplishes this by drawing upon the Vermont-based knowledge and leadership of FFF. I have lived in Essex for the past 17 years and will be personally leading this effort, guiding you through the process and addressing any questions you may have. FFF will focus on local aspects of the assessment such as Vermont codes and regulations. Similar to our role at NU, FFF will also calculate any required local factors to Accruent’s integrated cost estimating data provided by RSMeans, one of the industry leading national construction cost databases.

We want nothing more than to ensure that our team is the best fit for EWSD, so do not hesitate to contact us for any additional information.

Respectfully,

Shawn Brennan, AIA Principal/Vice President

Contents

A. Firm Information

B. Scope of Work

C. Deliverables

D. Our Team

E. Experience & References

F. Schedule

G. Firm Capacity

H. Proof of Insurance

I. Fee Proposal

J. Accruent Information Packet

Firm Information FREEMAN FRENCH FREEMAN, INC.

Established in 1937, Freeman French Freeman has been a leader in Vermont architecture for over eight decades. Our firm remains at the forefront of Vermont architecture thanks to a combination of experienced leadership, the cultivation of new design talent, and enduring relationships with satisfied clients from across New England.

Multiple awards for architectural and environmental excellence

15 staff 9 licensed architects 6 LEED accredited professionals

84 years in business

81 Maple St., Burlington, VT 05401802.864.6844 www.fffinc.com

ABOUT US

Josh Crandall, aia

Associate PrincipalCatherine Lange, aia, leed ap

Associate Principal

Jesse Beck, aia, ncarb

PrincipalAlex Halpern, aia, ncarb

PrincipalShawn Brennan, aia, cdt

Principal

Jane Pickell, iida, leed ap Interior Designer

Tom Bursey aia, leed ap. csi

Architect

Brian Leet, aia, leed ap, cdt

Architect

Nathalia Ellis, assoc. aia

Architectural Designer

Jamie Wagner, aia, leed ap

Architect

Jamie Gravel, assoc. aia Architectural Designer

Jesse Robbins, aia, leed ap

Architect

Mike BallardMarketing Director

Alyssa FrederickOffice Coordinator

Cam BarrowsIT Administrator

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FIRM ORGANIZATION CHART

LICENSED ARCHITECTS

BECK: VT, NY, NH, ME

BURSEY: VT, MA

BRENNAN: VT

CRANDALL: VT

HALPERN: VT

LANGE: NY

LEET: VT

PICKELL: IIDA (NATIONAL)

ROBBINS: VT

WAGNER: OH

With over eight decades in business, our firm is stable and our financial footing is sound. The only change to our organizational structure over the past five years is two promotions: Catherine Lange and Josh Crandall were promoted to Associate Principal in 2019.

1VFA Facility Condition Assessment Services

One burst pipe, one leaking roof, or one cracked foundation can put assets out of commission and prevent your organization from delivering on its mission.

Many organizations face growing backlogs of deferred maintenance that threaten day-to-day operations. Unfortunately, there are stories in the news almost every day about organizations facing disruptions caused by delayed maintenance.

For facilities professionals, keeping track of asset conditions, prioritizing remediation, and building a plan are critical activities. With so many assets and facilities impacted by deferred maintenance, it’s important to monitor the condition of your assets to avoid disruptions caused by this “ticking time bomb”.

To overcome these challenges, VFA Facility Condition Assessment Services can help you quickly get the accurate, objective and defensible condition data you need to understand current conditions, prioritize facility budgets and secure required funding. A professional team of Accruent assessment experts can quickly and accurately gather accurate data about the conditions of assets and facilities across your entire portfolio. This gathered data can then be quickly loaded into the proven VFA.facility® capital planning software to enable strategic corporate facility management.

VFA Facility Condition Assessment Services PROFESSIONAL CONDITION ASSESSMENTS FOR BETTER FACILITY CAPITAL BUDGETING

Accruent assessment experts can quickly

and accurately gather objective data about

the conditions of assets and facilities across your

entire portfolio.

2VFA Facility Condition Assessment Services

Excellent Good Fair - Poor

total cost of existing deficienciescurrent replacement value

FCI =

An industry-standard measure used to compare relative building conditions

Facility Condition Index (FCI)

0% 5% 10% 50% 100%

Objective and Trusted ResultsBecause Accruent provides assessment services only (no remediation), customers can be assured of objective results.

Accruent’s assessment methodology is:

Leverage Industry-Standard BenchmarksVFA software helps you accurately benchmark your facilities using the Facility Condition Index (FCI). This industry-standard metric allows you to analyze the impact of investing in facility improvements.

• based on industry standards from organizations such as APPA, IFMA, BOMA, and RSMeans®

• refined by our experience of assessing over 5 billion square feet of facilities worldwide

• integrated with the proven VFA.facility capital planning software

By employing an outside team of assessment experts, you can quickly gather the objective condition data needed to make holistic capital planning decisions across your entire asset and facilities portfolio.

Using data gathered from facility condition assessments, the Facility Condition Index (FCI) is calculated automatically in VFA.facility.

Your questions, answered:

1. How are our facilities right now?

Our team will provide a highly qualified group of professional assessors to determine the condition of your facilities. The team members from Accruent are highly trained experts who follow the industry benchmark ASTM Standard Guide for Property Condition Assessments. The extensive data that our team gathers is entered into a facilities management software that is organized using Unfiromat II Elemental Classification. The systems and components are then assessed using BOMA’s average expected useful life, which can be adjusted based on the team member’s observations and information gathered from EWSD staff. Pages 2 & 3 of Accruent’s information packet explain this process in greater detail.

2. Are there current shortcomings, or building code violation in any of the building systems that should be expeditiously addressed?

Each state typically modifies national model codes when they are adopted, and Vermont is famous for its unique code adoption. While Accruent’s team members are well versed in the model codes, FFF’s code expert will review the facilities in relation to the Vermont adoption of the model codes. This way we ensure the assessments are accurate and include elements that are specific to the State of Vermont. All items in the database we create can be prioritized according to your preferences, and issues related to code will be separately identifiable and given their own priorities based upon the criteria that we jointly determine during the pre-assessment phase of the project. Page 3 and Page 11 of Accruent’s information packet describe this process in greater detail.

3. Are there any repairs, improvements, or renovation that the district should be considering over the 1-3, 4-6, and 7-10 year timeframes to ensure its facilities continue to support the district’s aim of providing excellent educational services without interruption?

Our report will identify the components requiring attention within the timeframes you specify. The database can organize the output into any given order that is preferred and can highlight specific groupings based upon the information desired. The software is designed to be a management tool to track ongoing needs of facilities and is available via subscription from Accruent. Page 12 of Accruent’s information packet explains how requirements are prioritized and Page 20 describes the value-added software that EWSD may subscribe to for an additional fee.

Scope of Work

The RFP outlines four major deliverables for the project:

1. Detailed facilities audit evaluations including major components and systems.

The assessment of major components of the EWSD facilities will be organized in the Uniformat II Classification for Building Elements. The classification system is comprised of four levels of information, each subsequent level becoming more detailed. For example:

Level 1 – Major Group Elements: “A” SubstructureLevel 2 – Group Elements: “A10” FoundationsLevel 3 – Individual Elements: “A1010” Standard FoundationsLevel 4 – Sub-Elements: “A1012” Column Foundations & Pile Caps

Page 28 of Accruent’s information packet has a sample listing of elements included in the assessment.

2. Estimates of probable costs related to addressing code violations.

Our team’s software has one of the construction industry’s leading cost data information embedded within it: RSMeans Construction and Facilities Maintenance and Repair Costs. This cost data is updated annually so it reflects recent pricing information, and the national data is adjusted to reflect different regions of the United States. In addition, we have the ability to further adjust the cost data based on local information. Pages 13 & 14 of ACCRUENT’s information packet explain how this system works.

3. Recommendations to address deficiencies.

Our report automatically recommends when elements should be addressed as part of the software output. These are called requirements and fall into the categories of code non-conformance, components that no longer function as intended, components that have reached the end of their useful life, and components that may be upgraded as part of a project. Our report will identify these items and list them in order of priority based upon criteria developed with EWSD. Corrective actions will be recommended based on the material, equipment, and labor necessary to affect repairs. Pages 12 & 13 of Accruent’s information packet describe requirements in detail.

4. Detailed written reports as well as digital facility data.

Our team will work with EWSD to generate a report that contains the information that best suits your needs. The report includes three broad categories 1. Executive Summary, 2. Assessment Methodology, and 3. Report Data. There is a great deal of information that goes into a final report as they can reach thousands of pages in length depending upon the client’s requirements.

If EWSD elects not to subscribe to the VFA.facility software, data from the report can be exported to Excel pivot tables. This way you always have access to the data through VFA.facility, Excel, or any another software platform that you choose. Pages 17-19 of Accruent’s information packet describe the contents of the draft and final reports and how the process works.

Deliverables

Freeman French Freeman has partnered with Accruent Capital Planning, one of the nation’s leading experts in Facilities Condition Assessments. We completed a 1.2M sqare-foot FCA with Accruent at Norwich University last year, and are thrilled to be partnering with them again on this project for Essex Westford Schools.

Nathalia Ellis, assoc. aia

Architectural Designer

Shawn Brennan, aia, cdt

Principal in Charge, AssessorFreeman French Freeman

Jarrod MillarMEP AssessorAccruent

Jane Pickell, iida, leed ap AssessorFreeman French Freeman

Elizabeth Church, aia, leed ap

Project ManagerAccruent

Tom Bursey aia, leed ap. csi

Codes & RegulationsFreeman French Freeman

Brian HardmanArchitectural AssessorAccruent

Our Team FREEMAN FRENCH FREEMAN & ACCRUENT CAPITAL PLANNING

FFF Roles & Responsibilities

The time each team member spends on the project will vary depending on the phase of the project. For example, during field assessment some team members will allocate 100% of their time to that task, while during the completion of the final report those same team members may not have any time allocated. Shawn, Tom, and Jane have worked together on over ten projects within the past five years, and they have worked in various pairs together on another dozen projects. Last year Shawn and Tom worked with Elizabeth Church of Accruent to complete the Facility Conditions Assessment at Norwich University.

Shawn will be the Principal in Charge of the project and will have a constant presence that will average about 20% of his time. He will directly lead the FFF team in coordination with the Accruent PM. He will also assist with field data collection, QA/QC efforts, and calculation of cost area factors.

Tom will be the Vermont code and regulation expert for the team. His time will be focused during the field assessment phase and again during the QA/QC efforts, which at those periods will average about 50% of his time.

Jane will be a field assessor for the team gathering field data and then reviewing the draft data for accuracy. Her anticipated commitment will average about 50% of her time.

B. Arch., Summa Cum Laude, Norwich UniversityAAS Arch & Building Technology, Vermont Technical CollegePrince of Wales’ Institute of Architecture, Urban Design Task Force

Shawn spent the first five years of his career working on K-12 school projects across the state of Vermont before moving to higher education. Shawn has over 25 years’ experience, including 20 years at FFF.

[email protected]

Shawn Brennan AIA, CDT

EXPERIENCE

Mountain Haus Hostel, Stowe, VTVermont Veterans’ Home renovations and security upgrades, Bennington, VTNorthern Vermont University COVID planning, Lyndon & Johnson, VTWaterbury State Office Complex, Waterbury VTNew England Federal Credit Union Administrative Headquarters at Tech Park, Williston, VTNew England Federal Credit Union new branches and multiple branch renovations, VTVTrans, DOE, ANR Office Relocation and Space Planning, Various sites, VTKinney Drugs, Burlington, VT356 Water Tower Hill Office Building, Colchester, VTIDX Systems Corporate Headquarters, South Burlington, VermontMcFarland State Office Building, Barre, VTEdgar May Health and Recreation Center, Springfield, VTOne Spruce Peak and Spruce Camp at Stowe Mountain Resort, Stowe, VTSeverance Corners Village Center, Colchester, VTOuter Bay Resort at Marble Island, Colchester, VT

Norwich University Facilities Condition Assessment, Northfield, VTNorwich University Webb, Dewey, and Ainsworth Halls Historic Renovations, Northfield, VTNorwich University Mack Hall Academic Building, Northfield, VTNorwich University Dalrymple Hall Residences, Northfield, VTNorwich University South Hall Residences, Northfield, VTNorwich University Biomass Central Plant, Northfield, VTPlymouth State University Health & Human Performance Building, Plymouth, NHUniversity of Vermont Redstone Dining Hall, Burlington, VTUniversity of Vermont Cook Commons Dining Hall, Burlington, VTNVU-Johnson Visual Arts Center, Johnson, VTNVU-Johnson Bentley Science Hall, Johnson, VTNVU-Johnson SHAPE Athletic Facility, Johnson, VTNVU-Johnson Stearns Student Center and Dining Hall, Johnson, VTMiddlebury College Proctor Hall Student Center and Dining Hall, Middlebury, VTMiddlebury College Centeno Hall, Middlebury, VT

Copley Hospital Surgical Suite Addition, Morrisville, VTCopley Hospital Infusion Suite Renovation, Morrisville, VTCommunity Health Centers of Burlington Riverside Clinic, Burlington, VTRumford Hospital Expansion & Renovation, Rumford, MERutland Regional Medical Center Master Plan & Renovation, Rutland, VT

EDUCATION

HEALTH CARE

PUBLIC & PRIVATE DEVELOPMENT

VICE PRESIDENT

BA, Interior Design, U. Wisconsin-MadisonBA, Barnard College, New York

Jane joined FFF in 2014 after working for firms in Vermont, Wisconsin, and New York City. In addition to her interior design skills, she has superior technical skills including mastery of 2D and 3D design in Revit. Jane has a passion for creating interior environments that are functional, beautiful, and sustainable.

[email protected]

Jane Pickell IIDA, LEED AP

EXPERIENCE

Vermont State House Planning Assessment, Montpelier, VTVermont State House Covid-19 Plan, Montpelier, VTVermont State House Cafeteria Renovations, Montpelier, VTPomerleau Family YMCA, Burlington, VTDoubleTree Hotel Interiors, South Burlington, VTSilver Pines Retreat Center, Stowe, VTCityPlace Burlington Mixed-use Development, Burlington, VT Hotel Saranac Historic renovation and restoration, Saranac Lake, NYCity Market Co-op South End Store, Burlington, VTNew England Federal Credit Union Corporate Headquarters at Tech Park, South Burlington, VTNew England Federal Credit Union Lower Mountain View Drive Branch, Colchester, VTWaterbury State Office Complex, Waterbury, VTUVM Medical Center Business and Technology Center, South Burlington, VTUVM Health Network Executive Offices, Burlington, VTCopley Hospital Surgical Suite Addition, Morrisville, VTVermont Gas Corporate Headquarters Renovations, South Burlington, VTHoward Center Space Planning, Burlington, VTNorthern Vermont University COVID-19 Classroom Study, Lyndon and Johnson, VT

Norwich University Facilities Condition Assessment, Northfield, VTNorwich University Webb, Dewey, & Ainsworth Hall Historic Renovations, Northfield, VTNorwich University Mack Hall Classroom Building, Northfield, VTUVM STEM Initiative, Burlington, VTPlymouth State University Health & Human Performance Building, Plymouth, NHUVM Larner College of Medicine Learning Commons, Burlington, VTUVM Rescue Facility, Burlington, VTVermont College of Fine Arts New & Renovated Campus Residences, Montpelier, VT*Williams College Kellogg House Living Building Challenge Certified, Williamstown, MA* Vermont College of Fine Arts Alumni Hall, Montpelier, VT*University of Vermont Grasse Mount Renovation, Burlington, VT*Proctor Academy New Dormitories, Andover, NH*Rice Memorial High School Renovation, South Burlington, VT* Colchester High School Science Labs & Cafeteria Renovations, Colchester, VT*Bellows Falls Middle School Renovation, Bellows Falls, VT*St. Johnsbury Academy Newell House Renovation and new Green Dormitories, St Johnsbury, VT*Milton High School Cafeteria, Milton, VT*

EDUCATION


INTERIOR DESIGNER

MA, Architecture, Rensselaer Polytechnic InstituteBSc, Biology, Messiah College

In addition to being a talented architect, Tom is the firm’s in-house expert for building specifications, code compliance, AIA contracts, and quality control. Tom’s encyclopedic knowledge of codes and specs, attention to detail, and pleasant demeanor make him a favorite with both staff and clients.

[email protected]

Tom Bursey AIA, LEED AP, CDT

EXPERIENCE

Pomerleau Family YMCA, Burlington, VTCity Market Co-op South End Store, Burlington, VTPerrigo Manufacturing Facility, Georgia, VT US General Services Administration (GSA), various projects and locations in VT Norwich University Facilities Condition Assessment 2020, Northfield, VT Waterbury State Office Complex Slate and Copper Roof project, Waterbury, VTBurlington International Airport FIS Arrivals Hall, South Burlington, VTMoran Center at Waterfront Park, Burlington, VTTrader Joe’s & Pier One Plaza, South Burlington, VT Flynn Center for the Performing Arts, Burlington, VTHoward Center Master Programming Study, Burlington, VT New England Federal Credit Union Corporate Headquarters at Tech Park, South Burlington, VTWaterbury State Office Complex, Waterbury VTUVM Health Partnership Executive Offices, South Burlington, VTUVM Medical Center Business & Technology Center, Burlington, VTUVM Medical Center Academic Health Sciences, Burlington, VTSaint Michael’s College Dion Family Student Center, Colchester, VT 800 Hinesburg Road Space Planning, South Burlington, VTVermont Gas Office Renovations, South Burlington, VTMylan Technologies Office Space Planning, St Albans, VTGE Healthcare Office Space Planning & Multiple Tenant Fit-Ups, South Burlington, VTVermont School Boards Insurance Trust (VSBIT) New Office Building, Barre, VTNew England Federal Credit Union New South Burlington & St Albans Branches, VTUSDA Northeast Milk Testing Laboratory, Lebanon, NH

Norwich University Facilities Condition Assessment, Northfield, VTPlymouth State University Health & Human Performance Building, Plymouth, NHUVM Larner College of Medicine Learning Commons, Burlington, VTNorwich University South Hall Residences, Northfield, VTNorwich University Biomass Plant, Northfield, VT

Copley Hospital New OR Suite, Morrisville, VTCentral Vermont Medical Center Roof project, Berlin VT UVM Medical Center Roof Master Plan & Renovations, Burlington, VTPenacook Family Medical Practice, Penacook, NH

EDUCATION

HEALTH CARE


PROJECT ARCHITECT

ELIZABETH P CHURCH AIA, LEED AP, CM-BIM

Project Manager

Elizabeth brings a broad and deep AEC planning and projectmanagement background to Accruent’s Capital Planning Team. Herknowledge base spans architectural design and professionalpractice management, real estate development, space planning,and cost estimating. Recent assignments include academicbuildings, multi-family housing, and master planning. Recent costestimating assignments have been focused on higher educationand healthcare construction projects in the Greater Boston area.

Currently she oversees facility conditions assessment surveys andequipment inventory data acquisition in the Education Sector.These surveys range from 26M GSF rolled out over a 5-year periodto 45,000 GSF scheduled over 5 weeks. Multiple assessment teamsare scheduled to gather data for the clients’ facilities databaseand/or building systems work order platform. Her high standardsfor the teams’ performance and the data’s quality control processcontribute to meeting deadlines and budgets, while delivering datathe client can use with the confidence that key capital planningdecisions will be based on the most current, accurate information.

Previous professional experiences have allowed Elizabeth to build aportfolio of skills within the vast array of digital applications thatpopulate the AEC industry. She has become nimble in softwareapplications for space planning, CAD, and cost estimating as well asauthoring database software such as excel, Revit-BIM, VFA,Timberline, and Sage.

HIGHLIGHTED PROJECT EXPERIENCE

Columbia University- NYC,NYMaster of Architecture

Duke University – Durham, NCBachelor of Arts

EDUCATION

CERTIFICATIONLicensed ArchitectLEED AP CertificationCM-BIM Certification

Education Sector

Harvard University – Cambridge, MAProject manager for facilities condition assessments of 26MGSF distributed over a total of 632 building assets undereleven University owners. This reassessment program is on arecurring five-year cycle that constantly updates and refinesthe data associated with all the University’s capital assets.

Tufts University – Medford, MAThree months, six teams of assessors, 10 weeks of on-sitedocumentation and 25 weeks of data entry describes the ACPefforts for the facility conditions assessment of Tufts’ 3.5M GSFof academic, residential, administration, athletic, medicalfacilities. Elizabeth managed this project while simultaneouslydeveloping and executing a pilot project for equipmentinventory on a campus-wide scale. Equipment inventoryworkflow includes equipment tagging and yielded average of50 unique data elements per asset for upload to Tufts’enterprise asset management system.

Dartmouth College – Hanover, NHManaged a facilities condition reassessment of Dartmouth’sThayer School of Engineering and the Tuck School of Business.Reassessment required a more granular approach to datacollection and entry in order to fulfil the client’s capitalplanning needs. Data analysis and interpretation provided tounderstand the changes over time that occurred in theplanning window.

Education Sector Con’t

Boston College– Chestnut Hill, MACost EstimatingWorking with Boston College capital planning and facilities representatives to develop a phased costestimating and construction sequence for renovations and improvements of campus buildingsdesignated for student activities programming. Construction to take place during the window ofsummer break(s) for least amount of disruption.

Fitchburg State University– Fitchburg, MAProject Manager for architectural and cost estimating teamIn 2010 the MA Dept of Higher Education’s modernization program of University Lab Facilities wasundertaken by DCAMM – the State’s Dept of Capital Asset Management/Maintenance. Elizabethmanaged a team of architects, construction consultants, and cost estimators to generate pricing andsecure legislative approvals for Fitchburg State’s science building renovation projects.

Health Care Sector

Boston Medical Center (BMC) – Boston , MAHigh-pressure Steam System and Co-Gen FacilityBMC partnered with the Commission to centralize utilities at Northampton Square property. Elizabethrepresented the Commission’s interests and managed the project on and off-site with all partners.

University of CT Health Center – Farmington, CTFacilities & Administrative costs (F&A)Working with Accruent’s FAMIS software and the Health Center’s space management system,produced documentation and workflow for tracking indirect costs associated with research labs forreimbursement.

Partners Urgent Care – Greater Boston Area, MACost EstimatingUtilizing the Timberline|Sage cost estimating software and database functionalities, Elizabeth producedcost estimates, levelling, and projections for Partners Healthcare for the construction of their portfolioof satellite care facilities in the Greater Boston area.

Municipal Sector

Boston Public Health Commission - Boston , MAReal Estate Development and Property DispositionMixed-use development of real estate assets owned by the City’s Health Commission and located inDorchester, Roxbury, Mattapan, and Long Island. Elizabeth generated formal RFPs; partnered with lawfirm to generate deeds and condo association performed due diligence and research regardingobstacles and opportunities for each project; managed expectations of multitude of stakeholders fromCity officials to citizens of Boston to Commission’s Executive Board

Boston Public Health Commission - Boston , MAMaster PlanningIn partnership with Boston Public Health Commission, Boston Medical Center, and the City or Bostondeveloped a master plan, feasibility study, and proposal for a Campus for Recovery –Treatment Center.Coordinated architectural designer, cost estimator, and a number of city program directors to producea document presented to the Mayor and City Council.

BRIAN HARDMANArchitectural Assessor

Mr. Hardman has over 19 years’ experience as anarchitect is very well versed in building code complianceand ADA compliance.

As a Facility Consultant, Mr. Harman performs visualassessments of facilities on variety of building typesfocusing within the architectural and structuralconditions. Assessment data is collected, interpreted,and populated with web-based, VFA.facility capitalplanning software and cost estimate values andpriorities are assigned based on client and projectmanager criteria.

HIGHLIGHTED PROJECT EXPERIENCE WITH ACCRUENTBall State University, Muncie, Indiana – Bachelor of Science in Architecture

EDUCATION

Federal Government

Brookhaven National Laboratory.Full condition assessment of Brookhaven National Laboratoryat Upton, NY: 1,496,053 square feet.

Sandia National Laboratories.Full condition assessment of offices and live fire ranges:66,270 square feet.

Federal Law Enforcement Training Center.Full condition assessment of FLETC at Cheltenham, MD:296,000 square feet, and full condition assessment of FLETCat Charleston, SC: 565,667 square feet. Team lead

US Government.Full condition assessment: 643,604 square feet.

State and Local Government

California Department of Corrections – Phase II.Full condition assessment of Ironwood State Prison: 937,889square feet.

California Department of Corrections – Phase III.Full condition assessment of the Sierra Conservation Center:676,902 square feet. Team Lead. Full condition assessmentof the Salinas Valley State Prison: 1,131,433 square feet.Team Lead. Full condition assessment of the CaliforniaCorrectional Institution: 698,400 square feet. Team Lead.

State of Illinois.Full condition assessment of state park offices, museums, andrestaurants: 52,175 square feet. Generalist.

Time working in the Industry: 19+ years

Time with Accruent: 14 years

EXPERIENCE

HIGHLIGHTED PROJECT EXPERIENCE WITH ACCRUENTState and Local Government

State of Louisiana.Full condition assessment of administrative officesin Baton Rouge, LA: 98,789 square feet. Team lead.Site assessment of Northwestern State Universityin Natchitoches, LA. Team lead.

K12

British Columbia Ministry of Education.Full condition assessment of classroom facilities ofSchool District 43 in Coquitlam, BC: 528,733 squarefeet. Team lead. Included non-structural seismicOFC assessment

Education

University of Toronto.Full condition assessment of library, administrative,classroom and lab facilities: 1,197,250 square feet.Team lead.

University of Western Ontario.Full condition assessment of classroom,administrative and dormitories: 1,767,950 squarefeet. Team lead.

Ryerson University.Full condition assessment of classroom,administrative and lab facilities: 1,320,970 squarefeet. Team lead.

Northwestern University - Evanston, IL.Full condition assessment of office, classroom andhousing facilities: 702,700 square feet.

Lake Michigan College. Full condition assessmentof classroom and auditorium facilities: 561,293square feet. Team lead.

West Point.Full condition assessment of hospital: 142,448square feet.

Wake Forrest University.Site assessment of campus. Team lead.

Blue Ridge Community College.Full condition assessment of classroom and libraryfacilities: 64,283 square feet. Team lead.

Rappahannock Community College.Full condition assessment of classroom andmaintenance facilities: 123,491 square feet. Teamlead.

Radford University.Full condition assessment of dormitory, classroom,auditorium and dining facilities: 655,543 squarefeet. Team Lead.

Wilfrid Laurier University.Full condition assessment of dormitory, classroomand stadium facilities: 718,577 square feet.

Healthcare

U.S. Navy Bureau of Medicine.Full condition assessment of hospitals, medical anddental clinics: 1,803,937 square feet. Team lead.

Saskatchewan Health.Full condition assessment of hospitals, medical anddental clinics: 1,994,646 square feet.

Corporate

Bank of America.Conducted a building renovation audit of Bank ofAmerica’s retail branches.

HCA Hospital Corporation of America.LCA-HCA Facility Narrative Pilot.

Bristol-Myers Squibb.Wallingford Pilot.

JARROD MILLAR Electrical/Mechanical Assessor

Mr. Millar has over 16 years of professional experience.His background includes experience in design and infacility maintenance and operations. In his current rolewith Accruent, he has 13+ years experience withbuilding inspections and facilities conditionsassessments.

As an Electrical/Mechanical Assessor, Mr. Millar isresponsible for the electrical, mechanical, and plumbingelements of facility condition assessments, costingvaluations, identification of capital needs, andcontributing to facility conditions report writing.

HIGHLIGHTED PROJECT EXPERIENCE WITH ACCRUENT

Bachelor of Science in Electrical Engineering, University of New Hampshire

EDUCATION

CERTIFICATIONLEED Green Associate

Education

Harvard UniversityAugust 2018. 50,000 Sq. Ft. The inspection and analyses ofprotection to identify and document deficient conditions anddevelop a projected capital spending forecast.

University of Colorado, BoulderOctober 2015. 1,000,000 Sq. Ft. The inspection and analysesof protection to identify and document deficient conditionsand develop a projected capital spending forecast.

Salem State CollegeAugust 2007. 25,000 Sq. Ft. The inspection and analyses ofprotection to identify and document deficient conditions anddevelop a projected capital spending forecast.

Whitworth UniversityApril 2012. 500,000 Sq. Ft. The inspection and analyses ofprotection to identify and document deficient conditions anddevelop a projected capital spending forecast.

Northwestern UniversityJanuary 2008. 500,000 Sq. Ft. The inspection and analyses ofprotection to identify and document deficient conditions anddevelop a projected capital spending forecast.

Corporate

Johnson and JohnsonOctober 2018. 300,000 Sq. Ft. The inspection and analyses ofprotection to identify and document deficient conditions anddevelop a projected capital Spending forecast.

Johnson and JohnsonJanuary 2019. 500,000 Sq. Ft. The inspection and analyses ofprotection to identify and document deficient conditions anddevelop an projected capital spending forecast.

Johnson and JohnsonSeptember 2013. 500,000 Sq. Ft. The inspection and analysesof protection to identify and document deficient conditionsand develop a projected capital spending forecast.

EXPERIENCE Time working in the Industry: 16+ years

Time with Accruent: 13 years

HIGHLIGHTED PROJECT EXPERIENCE WITH ACCRUENT

Corporate

Johnson and JohnsonSeptember 2012. 300,000 Sq. Ft. The inspection andanalyses of protection to identify and documentdeficient conditions and develop a projected capitalspending forecast

GileadFebruary 2018. 2,000,000 Sq. Ft. The inspection andanalyses of protection to identify and documentdeficient conditions and develop a projected capitalspending forecast

DTE EnergyMay 2012. 350,000 Sq. Ft. The inspection andanalyses of protection to identify and documentdeficient conditions and develop a projected capitalspending forecast.

Bonneville Power AuthoritySeptember 2015. Site Work Project planning andlogistics.

Bruce PowerJanuary 2018. 74,658,290 Sq. Ft. Site Work Analysis ofdesign documents to create a capital planning report,and mapping of utility scale power lines.

Government

Various Agencies Within The GovernmentYears 2010-2018, 5 Million + Sq. Ft. The inspectionand analyses of protection to identify and documentdeficient conditions and develop a projected capitalspending forecast.

National Institute of HealthYears 2007, 2008, 2013-Current. 5 million + Sq. Ft.Site. The inspection and analyses of protection toidentify and document deficient conditions anddevelop a projected capital spending forecast. Energyand Guiding Principles were part of this assessment.

Brookhaven National LaboratoryMarch 2012. 100,000 Sq. Ft. Site. The inspection andanalyses of protection to identify and documentdeficient conditions and develop a projected capitalspending forecast. Energy and Guiding Principles werepart of this assessment.

Army Medical Command (MEDCOM)All of 2011, 5 million + Sq. Ft. Site. The inspection andanalyses of protection to identify and documentdeficient conditions and develop a projected spendingforecast.

Navy Medical Command (BUMED)All of 2012, 5 million + Sq. Ft. Site. The inspection andanalyses of protection to identify and documentdeficient conditions and develop a projected capitalspending forecast.

Experience & References

Freeman French Freeman has partnered with Accruent Capital Planning, one of the nation’s leading experts in Facilities Condition Assessments. We completed a 1.2M sqare-foot FCA with Accruent at Norwich University last year, and are thrilled to be partnering with them again on this project for Essex Westford Schools.

A Facilities Condition Assessment (FCA) requires skills that are distinct from those typically required of Architects and Engineers. Assessing building components in a manner consistent with industry standards takes experience that is not typically encountered on a design project such as:

• Visually ascertaining the condition of building components.• Inputting collected data into an industry standardized database format.• Assigning a monetary value to components.• Determining future costs based on assessment judgments.• Generating reports designed to facilitate the management of building assets.

With over 5 trillion square feet of built space managed, Accruent has extensive experience in all building types. FCA’s are their business and they are an industry leader.

As Accruent’s local partner who will be responsible for code compliance issues and overall quality control, FFF must also have experience with the standard FCA process. FFF’s team members have worked on a large-scale project with Accruent just last year at Norwich University, helping to assess 54 buildings and 11 site components. Our local team was responsible for interpreting code issues consistent with Vermont’s specific adoption of the model codes, gathering site component data, calculating the Area Factor for pricing refinement, and performing quality control checks for the various phases of the project. Our team was also trained to use Accruent’s VFA.facility software to be a local resource for our clients. In addition, FFF’s team members have performed numerous assessments on our own for our clients, our most recent including:

• Vermont State House (current)• Department of Labor at 5 Green Mountain Drive (2020)• Swanton Public Library (2020)• Vermont Veterans’ Home (2019)• State of Vermont Flood Hazard Mitigation Assessment – 10 State buildings

(2018)

WICOMICO COUNTY (MD) BOARD OF EDUCATION

Cayla J. Campbell, MBA, Facilities Planner [email protected] 301.467.2864

Accruent has been providing FCA services Capital Planning software for the County’s 1.9M GSF of school real estate since 2008.

NORWICH UNIVERSITY

Norm St Onge, Facilities Project [email protected] 802.485.2865

Norm supervised our 1.2M GSF FCA at Norwich University, which FFF completed in partnership with Accruent in 2020.

Experience & References

CLARK COUNTY (NV) SCHOOL DISTRICT

Jessica Kreiter, Program Development Specialist [email protected] 702.799.7595 ext. 5554

Accruent has been providing FCA services Capital Planning software for the County’s 13.0M GSF of school real estate since 2000.

TOWN OF LEXINGTON (MA) PUBLIC FACILITIES

Christopher Bouchard, Facilities Superintendent [email protected] 781-274-8940 Office / 781-389-1415 Cell

Accruent completed an FCA assesment for the County’s 1.1M GSF of school real estate in 2020.

Project Timeline/Schedule

Our team of professional assessors along with local architects can meet the proposed schedule in your RFP. The RFP has a work duration of approximately 16 weeks starting on April 13 and concluding on July 31. We understand that there are numerous factors that help to inform the final schedule that our team works out with EWSD, however, for demonstration purposes we can show you a path that allows us to complete all tasks in roughly 14 weeks. Below we show a sample schedule for a similar project.

Firm Capacity & Work Currently Under Contract

Firm CapacityAccruent is an international firm with over 1,100 employees so they have the ability to adjust staffing to increase workflow or adjust timeframes if necessary. FFF is one of the larger architecture firms in the state so we have the capacity to meet the requirements of this project while maintaining our anticipated workload. Having worked with Accruent at Norwich University, we can confirm that your schedule is readily achievable.

Work Currently Under ContractAccruent is located in 11 countries with over 10,000 customers so it is not possible to provide information regarding their work currently under contract. FFF’s current work under contract is as follows:

108 Cherry Street GarageBurlington, VTRenovationConstruction cost $15,300,000Construction this summerDocuments are 95% complete

Silver Pines Rehabilitation CenterStowe, VTInterior and exterior renovationCost withheld at Owner’s requestConstruction to be complete in April 2021Project is 95% complete

Babaroosa Immersive Arts CenterEssex, VTInterior and exterior renovationCost withheld at Owner’s requestConstruction schedule TBDDocuments are 30% complete

Department of Corrections Feasibility StudyVarious Sites within VTFeasibility study Construction cost N/AConstruction N/ADocuments are 85% complete

State of Vermont Mental Health Recovery ResidenceEsssex, VTNew constructionConstruction cost $11,000,000Construction start in July 2021Documents are 70% complete

Lodge at Spruce Peak RestaurantsStowe, VTInterior renovationCost withheld at Owner’s requestConstruction this summerDocuments are 90% complete

Moran FrameBurlington, VTDeconstructionConstruction cost $4,400,000Construction to be complete this springProject is 90% complete

Mountain Haus Apartments II Stowe, VTNew ConstructionConstruction cost TBDConstruction to start in June 2021Documents are 25% complete

NOAA Office RenovationSouth Burlington, VTInterior renovationConstruction cost $1,200,000Construction this summerDocuments are 25% complete

Perrigo Manufacturing FacilityGeorgia, VTNew constructionCost withheld at Owner’s requestConstruction schedule TBDDocuments are 15% complete

Southern State Correctional FacilitySpringfield, VTInterior renovationConstruction cost $4,700,000Construction schedule TBDDocuments are 40% complete

Town of St. Albans Town HallSt. Albans, VTNew constructionConstruction cost $4,500,000Construction to start spring 2022Documents are 95% complete

Vermont State House AssessmentMontpelier, VTAssessmentConstruction Cost N/ADocuments are 95% complete

Vermont State House Cafeteria AssessmentMontpelier, VTAssessmentConstruction cost N/ADocuments are 20% complete

Vermont Technical College Advanced Manufacturing CenterRandolph Center, VTInterior renovationConstruction cost $1,900,000Construction has now commencedDocuments are 100% complete

Vermont Veterans’ Home UpgradesBennington, VTInterior & exterior renovationConstruction cost $1,000,000Project will resume bid phase this summer after Covid-19 delayDocuments are 100% complete

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EACH OCCURRENCE $DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence)

MED EXP (Any one person) $

PERSONAL & ADV INJURY $

GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT

OTHER: $COMBINED SINGLE LIMIT

$(Ea accident)

ANY AUTO BODILY INJURY (Per person) $OWNED SCHEDULED

BODILY INJURY (Per accident) $AUTOS ONLY AUTOSHIRED NON-OWNED PROPERTY DAMAGE

$AUTOS ONLY AUTOS ONLY (Per accident)

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OCCUR EACH OCCURRENCECLAIMS-MADE AGGREGATE $

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12/27/2019

(617) 405-1547

31534

Freeman French Freeman, Inc.81 Maple StBurlington, VT 05401

22292

A 2,000,000

OBVA782217 12/29/2019 12/29/2020 300,00010,000

2,000,0004,000,0004,000,000

1,000,000AOBVA782217 12/29/2019 12/29/2020 1,000,000

BWKVA750679-04 10/8/2019 10/8/2020 1,000,000

N 1,000,0001,000,000

Sections 3A State(s): VT

For Information Verification Only

FREEFRE-01 MANJUSHAPUR

NFP Property & Casualty Services, Inc.PO Box 2127620 Hinesburg RoadSouth Burlington, VT 05407

Karra LaPointe

[email protected]

Citizens Insurance Company of AmericaHanover Insurance Company

X

XX

X

X X

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INSR ADDL SUBRLTR INSD WVD

PRODUCER CONTACTNAME:

FAXPHONE(A/C, No):(A/C, No, Ext):

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POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY)

AUTOMOBILE LIABILITY

UMBRELLA LIAB

EXCESS LIAB

WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY

DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

AUTHORIZED REPRESENTATIVE

EACH OCCURRENCE $DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence)

MED EXP (Any one person) $

PERSONAL & ADV INJURY $

GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT

OTHER: $COMBINED SINGLE LIMIT

$(Ea accident)

ANY AUTO BODILY INJURY (Per person) $OWNED SCHEDULED

BODILY INJURY (Per accident) $AUTOS ONLY AUTOSHIRED NON-OWNED PROPERTY DAMAGE

$AUTOS ONLY AUTOS ONLY (Per accident)

$

OCCUR EACH OCCURRENCECLAIMS-MADE AGGREGATE $

DED RETENTION $PER OTH-STATUTE ER

E.L. EACH ACCIDENT

E.L. DISEASE - EA EMPLOYEE $If yes, describe under

E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below

INSURER(S) AFFORDING COVERAGE NAIC #

COMMERCIAL GENERAL LIABILITY

Y / NN / A

(Mandatory in NH)

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

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIODINDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THISCERTIFICATE 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.

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© 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03)

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$

$

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$

The ACORD name and logo are registered marks of ACORD

FREEM-1 OP ID: SM

04/29/2020

Thomas M. MullardPoole Professional B&B - TM107 Audubon Rd, 2-305Wakefield, MA 01880Thomas M. Mullard

[email protected]

XL Specialty Insurance Company

Freeman French Freeman, Inc.81 Maple StreetBurlington, VT 05401

A DPR9959417 04/23/2020 04/23/2021 PER CLAIM 5,000,000AGGREGATE 5,000,000

EVIDE-1

Freeman French Freeman, Inc.81 Maple StreetBurlington, VT 05401

37885

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Essex Westford School District Request for Proposals - Consulting Services

February 2021 Page 5

Freeman French Freeman 81 Maple Street, Burlington, VT 05401

03-0295465

April 7, 2021 Essex Westford School District Attn: Bruce Murdough, Director of Property Services District Operations 51 Park Street Essex Junction, VT 05452 RE: Fee - EWSD Comprehensive Facilities Assessment Dear Selection Committee, Our team firmly believes that there is great benefit to EWSD in selecting a group that is a leading company in Facilities Condition Assessments (FCAs) and local partner that understands Vermont. Accruent agrees with our philosophy and has demonstrable proof through the many local partners they have worked with across the country, including FFF. Our firm has a similar experience working with many national experts on large Vermont projects such as the Waterbury State Office Complex and UVM’s two new STEM buildings. Project Scope The extent of the project is defined in the RFP and the associated drawings describing the 15 buildings that need to be assessed, with the total building area exceeding 980,000 square feet of space. You are also looking to our team to provide an assessment of many aspects of the campus grounds. This includes assessing the major components of the site infrastructure, specifically site circulation and access, owned roadways, parking areas, and athletic/recreational fields. Scope of Services Our team will assess your existing facilities and site as described in the RFP. FFF will be the overall team leader and will be the local point of contact that will be in charge of contract, schedule, and fees. We will also conduct the code and regulation related assessments under the auspices of our partner Accruent so that all data gathered is compatible with their database. Accruent will be assessing all architectural/ engineering scope and will create the database and report from their specialized proprietary software. Accruent has assessed billions of square feet of buildings and manages trillions more, so they not only have the expertise to complete this project within the allotted schedule, but also have the vast resources to provide you with a finished product that is tailored specifically to your needs. We will work with EWSD at the outset of the project to determine your specific objectives so that we

can focus on the precise information that needs to be gathered, the correct level of database detail, and a report format that will provide you with the tools you need to plan your future capital expenditures with a greater level of foresight and confidence. Please refer to Pages 5-19 of Accruent’s information packet for detailed information on how our team plans to approach each phase of the project. All of this will be refined further during our initial meetings with the EWSD team at the outset of the project. Note that environmental testing for hazardous materials within buildings is not a standard service that is provided for Facility Conditions Assessments and is excluded from this proposal. Final Report Format Our team will provide an assessment of the facilities and grounds and will utilize your existing conditions drawings as a reference guide for our process. Our end product is a written document with data. We do not update existing conditions drawings or provide plan layouts illustrating our findings. EWSD will retain the rights to the data we collect and to the subsequent report, while Accruent retains ownership of their proprietary software and does not grant client’s rights to it. Clients can purchase subscriptions from Accruent which allows access to their proprietary software. Please refer to Pages 20-25 of Accruent’s packet of information for more information about this powerful service. Schedule Our team has created a preliminary production schedule based on the information in the RFP and Accruent’s extensive experience with this type of project. Our project schedule describes our preliminary intentions, with the understanding that we will want to meet with EWSD to work out the final logistics for this project. Our proposal is based on our ability to access buildings in a timely manner. Significant delays in gaining access will be considered additional work and will impact fees as well as the completion schedule as you also acknowledge in the RFP. Compensation There are distinct advantages to working with an FCA industry leader, and one of them is highly competitive fees. Doing this specialized type of work every day not only assures a high level of accuracy and standardization, but also high efficiency that translates to lower fees. Based on our preliminary schedule, we have calculated the total fees to complete your project as noted below. Total Fee schedule:

Total Fee inclusive of reimbursable expenses $144,359 Freeman French Freeman $ 45,375 Accruent $ 98,984

As team leader FFF has decided that we will not mark-up the professional fees for our partner.

In addition to providing Facility Condition Assessment services, Accruent is offering you the opportunity to subscribe to their capital planning software VFA.facility. A description of the power and benefits of this software begin on Page 20 of the Accruent information packet. As that section says: “VFA.facility empowers your organization with a central source of facility information, accessible across the organization.” It provides the “tools to effectively manage and maintain that data and to leverage it in making optimal decisions about facility spending and capital planning”. Added Value Options (provided separately by Accruent) Capital Planning Software $ 9,800 VFA.Facility – Unlimited Users (First Year) Training up to 10 People $10,000 Inclusive of expenses These value-added options are provided directly by Accruent and in the event that EWSD elects to pursue them, then there will be a separate contract made directly with Accruent outside of this Facility Conditions Assessment agreement. Summary We have given this project a great deal of thought and have had numerous discussions to make sure we are providing you with a proposal that meets your requirements. We understand that it is challenging for a school district to convey in an RFP exactly the end result that it wants for an assessment such as this, and it is equally challenging for us to convey exactly what we will be providing to you for a project of this complexity and scope. If you would like a more in-depth description of our services, especially the final product, our team welcomes any questions and would be happy to meet with you at your convenience. Respectfully,

Shawn Brennan, AIA Principal/Vice President – Freeman French Freeman, Inc.

Accruent Information Packet

Confidential and Proprietary ©202 0 www.accruent.com 2

Facility Condition Assessment Accruent Capital Planning (ACP) is a leader in the building assessment industry and has been a respected provider of property condition assessments, capital planning services and software internationally for many years. ACP provides consistent, reliable data and transparent, easy -to-follow program management advice that will enable you to effectively and efficiently manage your facility capital program. ACP is often called upon to perform condition assessments ranging in size and complexity from complex research, healthcare and manufacturing facilities to linear asset site utilities and hardscapes.

Annually, ACP performs assessments for more than 5,000 facilities covering more than 250 million square feet with an average of 30 teams on projects or in the field during any week. We are highly experienced and have a strong track record of deploying multiple teams at a regional, national and international level to meet client schedules. Our expert Project Manages, Directors and Capital Planning Consultants will guide and assist you through all phases of the project and beyond to enable you and your organization to strategically manage capital spend and advocate for capital funding in order to remain mission ready.

Adherence to Industry Standards The facility condition assessment process implemented by ACP is based on the American Society for Testing and Materials (ASTM) Document E-2018-15, - Standard Guide for Property Condition Assessments: Baseline Property Condition Assessment Process. Furthermore, our methodology’s data structure incorporates industry recognized standards into the process including:

Uniformat II Elemental Classification for cost analysis and cost estimating;

• A method of arranging cons truction information bas ed on functional elements . An as s et (building in this cas e) is broken down by its s ys tems / components and the as s es s ment is conducted with the intent of delineating and reporting by UNIFORMAT Level 1 thru 4 depending on the s ys tem as s embly.

• Two examples of utilizing different UNIFORMAT levels for s ys tems within a building are as follows :

o Example 1 - building foundation may be as s es s ed, documented and valued by UNIFORMAT Level 2 (Group Elements ) which would include the as s embly of walls , footings and waterproofing where further UNIFORMAT divis ion would not be neces s ary for future repairs .

o Example 2 - lighting equipment may be as s es s ed, documented and valued by UNIFORMAT Level 4 (S ub-Elements ) to delineate the types of lights between fluores cent, incandes cent, high pres s ure s odium, LED, etc., thus allowing for more s trategic capital inves tments in terms of upgrades for energy efficiency.

Build ing Owne rs a nd Ma na g e rs As soc ia tion Inte rna tiona l (BOMA);

• ACP utilizes BOMA’s average expected us eful life (EUL) for the development of as s et s ys tems and major equipment to develop the theoretical life expectancy of a given s ys tem

http://www.accruent.com/


or component based on install year and age. This theoretical age is the baseline for establishing a calculated renewal year and a calculated remaining useful life (RUL) of the system. The assessment team, through observation, review of documentation provided and interviews with knowledgeable staff, will determine if the system or component is aging as expected by BOMA or if an actual adjustment to the remaining usefu l life (RUL) of the system / component is required to either extend or shorten the life of the system.

RSMeans Construction Cost Data from Gordian;

• ACP utilizes RS Means Cons truction Cos t Data to develop cos t es timates for as s et s ys tems and requirements . Accruent and Gordian are both Operating Companies under our Parent Company, Fortive. This unique bus ines s relations hip provides our clients the as s urance of cos t es timates with clear bas is that can be utilized for capital planning and budgets .

In addition to the above indus try s tandards, ACP incorporates the following s tandards and indus try recognized metrics into the as s es s ment methodology and res ulting deliverables :

• National, S tate / Provincial and Local Building Codes / S tandards • AS TM document E 2018– 15, Bas eline Evaluation – Abbreviated Acces s ibility S urvey • ACP As s es s ment Methodology Guide bas ed on bes t as s es s ment practice of NACUBO,

IFMA and APPA • Current Replacement Value (CRV) • Facility Condition Index (FCI) • Requirement Index (RI), als o known as FCNI • S ys tems Condition Index (S CI)

FCI: ACP has automated a s tandard proces s to as s es s the relative condition of as s ets , facilitating comparis on both within and among organizations and locations . A Facility Condition Index (FCI) will be calculated for each as s et (building) providing a key benchmark indicator to quantify the condition of the property. It is calculated as the deferred maintenance and renewal needs divided by the current replacement value of the building. The lower the FCI value, the better the condition of the building. The FCI calculation can be modified (Requirement Categories & Priority Years ) and will be dis cus s ed during the draft report phas e of the project. Figures 1 & 2 below s how examples of 1-year and 5-year FCI s cales as it relates to relative condition.

Figure 1 FCI table repres ents FCI configured for 1-year Priority Offs et.



Figure 2 FCI table represents FCI configured for 5-year Priority Offset.



Condition Assessment Workplan Phases:

Details about each phase of the work plan are provided in the following sections.

Set Goals – To kick off the project and typically within ten business days of contract signing or a notice to proceed, the designated ACP Project Manager will set up a meeting with Client key stakeholders to c onfirm the goals and objectives for the project. Understanding what the Client wants to achieve with this project is the key to its success and will drive the project effort. This will ensure that the end deliverable best meets Client expectations and goals.

Confirm Scope and Deliverables - During this planning phase, the ACP Project Manager will work with your key stakeholders to establish and document the parameters for the assessment / survey. A scoping meeting will be held to discuss and confirm schedu les, assessment/survey criteria, data classifications, prioritizations and categorizations, and the best method for storing asset data to support your analysis, reporting, and planning needs. Often the goal setting and confirmation of scope and deliverables can be discussed and agreed in one meeting.

Collect and Review Baseline Data / Documentation - The ACP Project Manager will communicate with your facility managers, plant maintenance managers, and staff members (via email or teleconference) to help them gather information that the ACP assessment team (s) will need. This data typically includes the following:

• Bas ic as s et information (name, location/addres s , as s et number, us e/occupancy, dates of initial cons truction and any major renovations , number of floors , gros s area, and any other relevant data.)

• Cons truction and as -built drawings , general floor plans and s ite plans

• Known as s et code or s afety violations

• Previous s tudies (5 years or les s ), including condition as s es s ments , acces s ibility s tudies , roof ins pections and hazardous material ins pections

o Note: Information contained in prior as s es s ments may be us ed by the ACP team if, in the team’s opinion, it is relevant.

• Major capital improvement projects completed over pas t 5 years

• Major capital improvement projects planned over next 5 years



• Equipment lis ts data, typically from computerized maintenance management s ys tem (CMMS ) indicating age/ins tall date and providing level of routine or preventative maintenance exercis ed

• Warranty information (roofs , boilers , chillers , cooling towers , etc.)

• His torical cos ts incurred for repairs , improvements , recurring replacements , etc. To facilitate information flow, ACP will host an information repository with an agreed upon secured method, SFTP, Google Drive, One Drive, Client Share, etc. that will provide information important to the ongoing progress of the project.

Owner's Responsibilities - To ensure the best possible quality of the final assessment information, some aspects of the work require support from our clients. Prior to the on -site assessment work, assistance with the development of a rational sequential work -plan, obtaining and preparing note-taking floor plans, facilitating any required security clearances, and arranging escorts for our assessment teams, are all important tasks. During the assessment, providing a full-time (one per team) escort with access to all building spaces, ensures that we can accurately report back to you on complete observation-based information. After the on-site work is complete, your assistance in the review of draft data is a further check on our own internal rigorous Quality Control process.

Careful preparation of building plans and other documentation is important to our work. While we appreciate having access to large amounts of information, simply providing a link to an on -line repository of large volumes of historical building data, can sometimes be overwhelming. We ask our clients to invest time in the orderly preparation of important reports, plans and other documents that the team can utilize to support the field assessment work.

ACP’s Responsibilities - The ACP Project Manager will provide the assessment team members with all collected information for their review prior to the on-site assessment phase. The ACP Project Manager is responsible for developing the project instructions, project and resource scheduling and arranging and leading an internal kick-off meeting with all assessment team members. Assessment team members are assigned based on their experience and availability. Number of assessment teams and team make-up are determined by the ACP Project Manager and may include teams of 1, 2 or 3 assessment professionals. Number of team members are determined based on property size and complexity. The larger the size and higher the complexity the more specialized experience is required typically.

The ACP manager will provide the following project documents to the client POC that will inform, track and guide the project:

• Pre-assessment Questionnaire

• Client Responsibility Document

• Project Team Roster

• Draft Report Example



• Final Report Example

• Project S chedule

• Project Kick-off Meeting Agenda and S ign-in

• Project Exit Meeting Agenda and S ign-in

• RS Means Project Cos t Adjustment Factor Work S heet

Management Plan - The ACP Project Manager will conduct regular progress meetings throughout the phases of the project to maintain open communication. The frequency of progress meetings will be determined during the pre-assessment phase of the project. A project schedule will be provided at project commencement to show the usual phases and milestones of the condition assessment project, including tasks (noting durations required) for client personnel during the review and feedback process. The project schedule will be maintained by ACP’s Project Manager. The ACP Project Manager will clearly define who oversees each task, communicate at both the project management and assessment team levels, and track changes closely.

Regular Meetings & Communication - The following meetings at a minimum should be expected and participation should be planned for:

• Pre-Survey Planning Meeting : A meeting with Client designated staff prior to the inspection, to confirm goals, methodology and identify existing information to be included in the study.

• Field Kick –Off Meeting : First thing on the first field day for each teams field inspection trip, for assessors and facility managers to meet each other, discuss how the field work will be done (including any security, passcodes, keys necessary), and identify the most important known issues.

• Field Debrief : An exit meeting at the end of the team’s field inspections trip to recap preliminary findings and highlight any pressing needs such as life safety issues that may require immediate attention.

• Draft Data Meeting : To present and discuss the draft Facility Condition Assessment data.

• Final Presentation : A final meeting/presentation to deliver and discuss the Final Facility Condition Report.

Progress Meetings : Progress meetings will be held with the intent to discuss and inform the collective team on project status. Meeting notes will be distributed by ACP and will include date of meeting, attendees, topics discussed, and decisions made. Meeting notes will be submitted to all



project representatives for feedback and final acceptance. Meeting notes will serve as one vehicle for project decision point acceptance.

Typical progre ss meeting agenda will include the following:

• Overall progres s agains t s chedule, will include review and update of project s chedule as needed, dis cus s upcoming miles tones , changes to s chedule, etc.

• Items identified by either party during the project execution that require follow-up, decis ion or es calation or may impos e a ris k to project completion.

• A ris k management proces s will be us ed to addres s problems that cannot be res olved through routine interactions . ACP’s Project Manager will communicate (at a minimum) weekly with the Client on the progres s of high-level ris k mitigation activities .



The Assessment phase is the on-site work performed by ACP’s assessment team and subsequent data entry/analysis done at ACP’s offices.

On the morning of the first day of the field visit, ACP will organize a meeting with the staff that will be involved with the field assessment phases of the project to kick off the on-site survey work. This meeting will enable your staff to meet the ACP assessment team and understand t he project schedule. It will also include discussion of the logistics of the site visit, such as gaining access to all elements of the facility, and other practical information important to undertaking the physical assessment. ACP will ensure that all functional teams understand project objectives, conditions, and goals. We ask that the Client shall arrange for ACP’s field assessment team(s) to receive timely complete, supervised, and safe access to the subject properties (including roofs unless sloped).

As part of the kick- off meeting the following information is typically discussed as part of our assessment needs:

• Confirm / dis cus s exis ting as s et information provided

• Overview of how the as s es s ment team will conduct the as s es s ment

• As s es s ment Logis tics , work times, acces s , s ecurity, parking, etc.

• Interviews with client knowledgeable s taff on known is s ues

ACP’s team will vis ually ins pect all the as s ets included in the s cope of the project to identify deficient conditions and as s es s the remaining lifecycle of des ignated as s et s ys tems . The teams will document requirements , including digital photographs of as s et exteriors and any obs erved conditions within the as s ets .

The AC P a sse ssm e nt te a m will typic a lly c onduc t the wa lk- throug h a s fo llows :

• Remain together during the property walk-through.

• S tart with the exterior and then up to the roof and proceed to the lowes t level, walking through all occupied and unoccupied s paces .

• Reques t Client cus todial or maintenance s taff to lift ceiling tiles to allow obs ervation of building s tructure and dis tribution s ys tems if needed.

o Note: The as s es s ment team will firs t look for removed ceiling areas to minimize tile lifting where pos s ible for leas t occupant and environmental dis ruption.

• Open acces s doors to reveal hidden equipment as neces s ary.

o Note: We require s upport from client des ignated es cort for opening acces s doors .

• Reques t, only if neces s ary, to have client maintenance open major equipment acces s panels /doors on air handling units to evaluate drip pans , coils , filters , motors , etc.



The ACP assessment team will utilize several tools and techniques during their field assessment process. This can include the following:

• Printed floor plans or PDF’s of floor plans on tablet, provided by Client

• Camera or Tablet for photo capture

• Checklis t or Tablet for guided s urvey of minimum data to ins pect and evaluate

• Tape meas ures , meas uring wheels or other digital meas uring devices for s ample dimens ion capture

• Flas hlights for poorly lit s paces

Note: Our as s es s ment team members will not carry tools (including ladders ) while conducting their as s es s ments . It is required that client maintenance s taff provide this s ervice when and if required during the as s es s ment.

The s urvey will include a vis ual ins pection of the building and all the building’s architectural, mechanical, and electrical s ys tems . For details on UNIFORMAT level data capture, refer to Exhibit A. Proces s type equipment is excluded unles s s pecified otherwis e.

• S ite (Elements within an approx. 10 ft. perimeter around building footprint, will be modelled as s ys tems within the building as s et. S ite Hards cape elements of a more s ubs tantial nature, will be modelled as s eparate As s ets .)

• S tructure & Building Envelope

• Interior Elements & Conveyance

• Plumbing

• Heating, Cooling & Ventilation

• Electrical

• Fire and Life S afety

The vis ual nature of the as s es s ment proces s requires clos e interaction with Client’s maintenance and operations pers onnel. Many of the problems inherent in building s ys tems and components may not be vis ually apparent during the time of the walk-through. As a res ult, the ACP as s es s ment team members may reques t s taff interviews to ens ure all known problems are relayed to the ACP team and the ACP team has an opportunity to as k ques tions as it relates to their initial obs ervations .

The ins pection of the as s et interiors will include all mechanical and electrical rooms , all public s paces as well as a repres entative s ampling of s imilar room types (e.g. offices ). Res ultant requirements will be identified for the entire as s et or s ys tem (not by individual room or component unles s s pecified otherwis e).

• Representative Sampling - For example, it is not the intent to survey every balcony, window, utility closet, every square foot of roofing, etc. Only representative observations of s uch areas are to be s urveyed as per ASTM Document E-2018-15, - Standard Guide for Property Condition Assessments.



Note: Additional review and delineation of equipment and architectural systems not specified above are considered outside this scope of work unless specified otherwise.

The inspections of the asset exteriors will include an approximate ten -foot perimeter around the asset and the areas adjacent to and/or attached to the asset that are inherent to the asset’s use, such as ramps, stairs, paving, landscaping, and exterior, wall-mounted lighting.

Note: This proposal includes services related to site elements such as outdoor bleachers and hardscape (paved) elements, including circulations and access, owned roadways, parking, athletic/recreational facilities . Additional site / property level assessments are outside of this scope of work unless written otherwise. Site utilities assessments are not included. Accessibility, Life Safety, Codes, Standards and Regulation s - The ACP team will document observed non-compliance deficiencies as it relates to accessibility, life-safety, building codes and standards and local regulations during the evaluation of asset system condition. Non-compliance findings are limited due to sampling of space and limited measurements and therefore should not be considered an exhaustive list of all non -compliance for a given property. Non -compliance may be noted with respect to codes for new construction, without implying non -conformance with older regulations in force at the time of original construction. Note: A detailed study of the requirements of accessibility is beyond the scope, however ACP can provide this service if required. A separate scope and fee would be required if requested.

ACP does not include intrusive and destructive testing such as infrared, roofing core sampling, soil testing, generator testing, and hazardous material testing as part of the standard assessment methodology. If observed field conditions warrant further testing, ACP will make recommendations for such investigation as appropriate and include in the final deliverable.

Data Development - After the on-site work is complete, the ACP assessment team will review their notes and findings and complete the tasks of documenting each facility, including systems data entry, requirements, costing, photos, analysis and reporting. All data will be uploaded into Accruent’s, VFA.facility software unless specified otherwise . The team will complete the documentation described in the following list:

• Asset Descriptions - A narrative summary of each assessed facility and its systems will be documented. This information is useful for having basic information about an asset, such as construction informati on including finishes and infrastructure. In addition to the narrative description, all essential factual information about the asset is also documented (e.g. Year Constructed, Gross Area, Number of Floors, etc.).

• System Models and Conditions - A narrative summary Assets (buildings or Site Infrastructure) are broken down into their component systems. An asset may consist of one or more systems, referred to as system models. These system models provide an up-to-date record of what exists within the building at the time of the assessment (i.e., what type of roof?), and how much of it is present (i.e., how much acoustical ceiling tile vs. gypsum wallboard ceilings). System models record the expected useful lifespan of each system (i.e., how long should this roof last?) and how much useful life remains based on the visual inspection (i.e., how long can we expect the roof will last?). A replacement value is established for each system as well as a projected renewal cost (i.e., how much should



we expect to pay when the system is at the end of its life?). Replacement values are created using RSMeans data for replacement with current equivalent technology, materials and methods.

o Tes ting, meas uring, or preparing calculations for any s ys tem or component to determine adequacy, capacity, or compliance with any s tandard is outs ide the s cope of as s es s ment.

o The s ys tem ins tallation date will be captured. If the ins tall date is not known, it will be es timated. The expected us eful life for each s ys tem is initially determined us ing BOMA s tandards and may be adjus ted bas ed on his torical replacement records by if des ired. The ACP as s es s ment team will determine the remaining us eful life of each s ys tem. Cons iderations on condition and remaining us eful life include expos ure to the elements , initial ins tallation quality, material s uitability and extent of preventative maintenance program.

• Requirements - Requirements are issues such as systems or components that are unsafe, broken/damaged, can no longer perform the intended function, are approaching or have exceeded their useful life spans, do not conform to current codes, or may be an improvement to the facility, such as an energy conservation project. The survey will typically include capital needs rather than operational, such as major repair to air handling unit vs. changing a fan belt. Capital vs. operational expenses is often set by a dollar minimum threshold, we set this amount at $3,000 typically. Life Safety deficiencies, if determined, will be identified regardless of dollar threshold amount. Deficiencies that may be remedied with routine maintenance, minor repair or normal operating maintenance are excluded unless it’s found to be systemic across the entire building asset.

o Each requirement is individually classified by pr iority (urgency), category (cause), system, and inspector. Based upon observations, professional judgement and empirical data (Expected Useful Life), the ACP team will prioritize and categorize each deficiency.

o Each Requirement will be assigned a Priority that indicates its severity and the ideal time frame for correction. These Priorities, their definitions and years offset may be modified based on client preference. ACP’s standard list of priorities is provided in Table 1

Priority Definition Years Offset

Priority 1 Due within 1 Year of Inspection 1

Priority 2 Due within 2 Years of Inspection 2

Priority 3 Due within 5 Years of Inspection 5

Priority 4 Not Time Based null

Table 1 Priorities associate requirements with a timeframe; s tandard priorities shown here can be tailored to meet client preference.



o Each Requirement will be as s igned a category that indicates the caus e or reas on for the deficiency. The s tandard Requirement Categories , lis ted below, include a broad range of topical caus es , but may be modified bas ed on client preference. ACP’s s tandard lis t of categories is s hown in Table 2.

Category Sub-category

Integrity • Lifecycle • Reliability

Regulatory

• Life Safety • Building Code • HazMat • Accessibility

Optimization

• Technological Improvements • Capacity • Mission • Maintenance • Abandoned • Energy • Sustainability

Table 2 Categories group requirements by cause or reason.

• Corrective Actions - ACP’s assessors will recommend a corrective action for each requirement. The actions are based upon the materials and equipment required to repair or replace the identified deficiency along with necessary labor. The proposed repair or replacement will be based on existing capacity and similar technology.

o Note: Alternate remedies that align to client design / material standards that will outperform / be more resilient than existing installation are outside of this scope of work unless written otherwise.

RSMeans Cost Data - All cost estimates will be developed using RSMeans Construction and Facilities Maintenance and Repair Costs data which is embedded in Accruent’s VFA.facility software. ACP has developed an extensive construction cost estimating library of renovation, repair, systems renewals, upgrades and construction packages as well as building replacement values from the RSMeans data source. This yields consistent and reliable construction cost estimates for capital planning. The foundation of our library Cost data is updated on an annual basis as the cost of raw materials, supply and demand, shipping costs, market maturity, time of year, energy costs and industry trends all influence construction prices. Additionally, RSMeans data is regionally adjusted using location factors across North America.

The U.S. Department of Energy and many others use a system of five classes of estimates. ACP’s estimates shall be considered Class 4, Intermediate, for purposes of seeking preliminary project approval.



Estimate Class

Name Purpose Project Definition

Level Class 5 Order of Magnitude Screening or Feasibility 0% to 2% Class 4 Intermediate Concept Study or Feasibility 1% to 15%

Class 3 Preliminary Budget, Authorization, or Control 10% to 40%

Class 2 Substantive Control or Bid/Tender 30% to 70% Class 1 Definitive Check Estimate or Bid/Tender 50% to 100%

Adjustment Factors - The RSMeans system replacement cost estimates will be cross-checked against published square foot estimates to ensure alignment. Additionally, cost estimates may be compared to available historical cost information provided by Client. Adjustments to the cost estimates above the initial installing contractor costs is recommended by ACP.

The ACP project manager will utilize an adjustment factor worksheet and facilitate a discussion to document and determine an adjustment factor. Considerations for adjustment will include local construction costs, capital project charges, as well as historic/heritage status.

• Client Market -Specific Premium - In ACP’s experience, a premium cost multiplier sometimes needs to be utilized to reflect the additional cost to a client based on market conditions. These conditions could be related to the type/complexity of the building, tendering process (competing for Contractors with others) and geographic region.

The reasons for a higher premium may include compressed work schedules; work in occupied spaces; public safety and security obligations; parking and layout restrictions; system quality; system redundancy; and dilige nt conformance to codes and standards. These costs can vary by facility system somewhat, but to promote consistency and continuity a single adjustment factor will be used for all systems.

• Actual costs may vary. Opinions of costs should only be construed as preliminary, order of magnitude budgets. Actual costs most probably will vary from ACP’s requirement action values. opinion of costs depending on such matters as type and design of suggested remedy, quality of materials and installation, manufacturer a nd type of equipment or system selected, field conditions, whether a physical deficiency is repaired or replaced in whole, phasing of work (if applicable), quality of contractor, quality of project management, market conditions, and whether competitive pri cing is solicited, etc. ACP makes no warranty, express or implied, that the bids or the negotiated cost of the requirement action will not vary from ACP’s estimate of probable construction cost.

Digital Photos - ACP will capture, and associate digital photos taken during the assessment to visually illustrate existing conditions. A selection of photographs of the asset exterior and the critical requirements within each asset will be stored and linked to requirements where a supporting photo is beneficial.

Additionally, digital photo records of each major system are taken and imported for later use for reporting, referral and to aid in future reassessments of each system.



Quality Control and Assurance Accuracy, quality and consistency in methodology are cor e focuses for the ACP team. ACP recognizes the importance that clients place on these requirements and how it relates to their use and trust of the condition assessment data.

Quality assurance activities are the responsibility of every team member, with quality checks and balances throughout the life of the program at many levels. All levels of the assessment team have QA accountability. To ensure adherence to procedures and data consistency, all assessment data is checked by a core quality control team under ACP’s Center of Excellence (COE) group.

The following outlines our Q&A process:

• Expertise - ACP maintains one of the largest teams of dedicated assessment professionals in North America. ACP professional assessment consultants have an average of over 15 years of facilities experience. Each is certified in ACP’s proven Facilities/Infrastructure Certification Program (F/ICP) which trains engineers and facilities professionals in the proper manner to collect and analyze data and the means to mitigate the noted issue. The implementation of the F/ICP methodology ensures comparative, accurate data and the overall success of a comprehensive, strategic facilities capital planning process.

• Focus - Assessment teams are assigned to a single project at a time and are dedicated to the project from the engagement start to completion. This ensures that their knowledge is focused on the project without concern for competition for resources.

• Quality Assurance / Quality Control – Through the u se of a dedicated Quality Assurance / Quality Control Center of Excellence Team , w e complement our team’s professional judgment and expertise with a dedicated quality control process. Experienced assessors who are independent from the team will perform data validation.

Our COE Quality Control team has over 20 years of experience in capital planning and advanced data analytics . ACP’s committed team members will work alongs ide the field as s es s ors during the data entry period to as s ure that the s cope of the project is well unders tood and reflected accurately in the data. The team will vigorous ly conduct automated and manual checks at the data entry halfway point and at the end of the data entry period. This allows for internal cons is tency and plaus ibility, allowing for multiple levels



of constructive feedback before any data is submitted to the project manager for reporting. Thereafter, a final review is conducted by the project manager, ensuring each deliverable supports your mission.

• Project Meetings - Regularly scheduled team meetings including the Project Manager, Team Leaders, assessors and the COE Quality Control team members are designed to ensure that the project remains consistent and accurate.

With such controls in place, fundamental data can be effectively gathered on facilities condition information, resulting in comparable data. Organizations can confidently rely on the results of ACP assessments to provide expert third-party validation to findings presented to constituencies such as executives, boards of directors, legislatures and community groups.



Upon completion of QA/QC per assessment team trips, the ACP Project Manager will develop the preliminary draft reports and submit them for Client review and comment. Draft reports will be provided electronically in .pdf and excel format. At draft report stage, reports will be generated from Accruent’s VFA.facility software. We ask our clients to review this data to ensure the highest possible level of accuracy.

These preliminary reports will provide the client an opportunity to review Systems and Requirements data, including a review of data classifications (such as priorities, categories, and system renewal dates), and general consistency of overall estimates. Once a level of confidence is established during draft data review of selected Assets, the client may elect to allow ACP to forgo further detailed review of all asset information.

The draft report s will include :

• Review Ins tructions

• As s et Lis t: provides es s ential data for each building, along with s ummary totals that allow confirmation of macro-level data.

• As s et Overview Reports : For each As s et, a complete des cription of the facility and a s ummary of deficiencies lis ted within each s ection of the detailed report.

• Requirement Lis t Reports : A s ummary breakdown of type of work and total cos ts for each facility. (Pres ented by priority, s ys tem and category and cros s tabular format)

• S ys tem Lis t Reports : S ys tems form the ‘foundation’ of our data. T hes e lis ts provide a s ummary breakdown of the total cos ts for a facility by as s es s ed s ys tem, and s ys tem renewal forecas ts

• Major Deficiency Photographs : Available on-line and may be s electively publis hed at this s tage as determined by the Accruent Project Manager, if needed to s upport the draft data review proces s .

• Requirement Details : This report is us eful when ques tions come up about items on the ‘lis t’ reports , as it allows deeper unders tanding of what is included. T his report may be provided, as determined by the Accruent Project Manager, if needed to s upport the draft data review proces s .

Upon completed delivery of approved draft data, s ummary reports can be run to des cribe the reinves tment rate required on an annual bas is to replace s ys tem components that have reached or exceeded the end of their us eful lives . S ummary As s et Lis t, Requirement Lis t, and S ys tem Lis t reports run on accepted draft data, cons titute ‘s ubs tantial completion’ of the project s cope, with final completion dependent upon final reports . Reports are delivered normally in pdf format via email. Phys ical printing of any reports can be done on a cos t-plus bas is ; normal delivery is pdf copies and/or live Excel files . Phys ically printed copies adds time to the project s chedule.



Presentation of Findings - This a formal meeting, presented by the ACP Project Manager or Project Director to present the results of the condition assessment. ACP understands that facility conditions are not the only factor in determining what renovations, replacements, or repairs to undertake, and are in many cases considered in support of other drivers such as impact on mission, risk, space planning needs, or changes in use. The presentation of findings will include an analysis that turns technical and financial data into actionable and measurable capital plans. We will benchmark assets by FCI, explore considerations of level of funding and its impact on asset condition, and data alignment to your organizations business to enable you to remain mission ready. We will provide recommendations on best practices for going beyond the condition assessment results with the intent to drive success for you in your capital planning program. At the end of the presentation we will have answered the following,

• What as s ets do we need to maintain?

• What is the condition (needs ) of my as s ets ?

• How much funding do I need?

• With a s pecific funding amount, what as s ets s hould we inves t in firs t?

Our experience is that executive attendance at the final pres entation often leads to reques ts for further editing prior to final report.

Fina l Re p orts - Following client review and comment of the draft report data and the pres entation of findings , the ACP team will incorporate comments and provide res pons es to the client on the actions taken. With client acceptance of corrections , the ACP Project Manager will make any adjus tments to the as s es s ment data and report content and will prepare the Final Property Condition As s es s ment Report package for all as s ets . The Final Report will document the findings and pres ent analys es of the FCA.

Requirement and renewal cos ts and timing will be utilized to develop multiple funding s cenarios , providing a comparative analys is of thes e funding options . Level of capital s pend to s upport funding s cenarios will be dis cus s ed with you. Your organization will be able to as certain the impact of various funding levels on the FCI of the as s ets , or alternatively, the funding requirements to achieve a s pecific as s et FCI.

The Final Property Condition Report Package will include the following s ections :

• Executive S ummary

o Portfolio total key indicator data, including overall as s et value, overall FCI, and overall FCI cos t (deferred maintenance) values .

• As s es s ment Methodology



o Includes recap of data provided by client and overview of as s es s ment proces s , terms and definitions

• Appendix Report Data as follows :

o Funding S cenarios

o Capital Renewal R equirements

o Requirement S ummaries and Cros s -tabular Reports

o Detailed Requirement R eports (Including As s et S ummary, Requirement Des criptions )

o Terms and Definitions

Please note that the proposed final report does not include individual reports for each asset. Individual reports can be provided at additional cost. Also note that physical printing of any reports can be done on a cost-plus basis; normal delivery is pdf copies and in some cases with appended live Excel data files. Physically printed copies adds time to the project schedule.

Project Closeout – The project will be considered complete when final reports have been delivered. In the event that the client fails to respond to requests for review of draft or final draft data in a timely manner, after 30 days of non-responsiveness with at least three attempts by the Accruent PM to engage the Client, Accruent reserves the right to finalize the report and issue it, and closeout the project. Any requested revisions after final reports have been issued, in this circumstance, would be additional services at an additional fee.



Value Add Software ACP’s methodology is integrated with Accruent’s Capital Planning software, VFA.facility, to fully capitalize on the features and functions, including data query, analysis, reporting and prioritization.

Integrate technology with methodol ogy - Unlike static printed reports that quickly become outdated, ACP relies on our award-winning capital planning and management software to create a central repository of asset information. Accruent has developed VFA.facility to align closely with ACP’s assessment methodology so that not only do es ACP’s building assessmen t professionals understand the facilities construction and conditions but more importantly, Client staff will be able to use the information delivered in VFA.facility for ongoing asset management and strategic decision support.

• VFA.facility will be utilized by the ACP team to upload, s tore, analyze and report the res ults of the condition as s es s ment.

• Where practical for field collection, VFA.auditor and KyKloud is utilized as tablet-bas ed field as s es s ment tools to allow for s ys tem s election, photo capture, condition rating and input of attributes like ins tall year, quantity/s ize.

During the pre-as s es s ment planning phas e of the project, the ACP Project Manager will configure our s oftware tools to align with the level of as s es s ments / s urveys agreed to. Data points like prioritization s chemes , s ys tems to be as s es s ed and level of detail required will be s etup and configured for downs tream us e by the as s es s ment team.

The ACP Project Manager will es tablis h read-only us er accounts for des ignated Client pers onnel in VFA.facility during the cours e of the project allowing the Client to monitor progres s , review data, and make comments on facility condition as s es s ment data as it is being entered into the databas e.

Clients may choos e to continue to maintain this as s et data and us e the s ophis ticated decis ion s upport and as s es s ment collection tools for ongoing facilities planning and management through additional s oftware licens ing.

Softwa re Ove rvie w

VFA.fa c ility

An organization’s facilities are one of its mos t s ignificant as s ets . Yet managing the wealth of information related to thos e facilities and their various building s ys tems is an ongoing challenge, particularly for organizations with large and geographically divers e portfolios . Data about value, condition, age, and function, as well as about maintenance and renewal needs , is often s cattered acros s multiple locations and s ys tems , creating is lands of knowledge.

Capital planners may have limited ins ight into operational is s ues that could s ignificantly impact planning requirements . Facility directors may be uncertain about how recently completed projects impact their annual funding requirements . Meanwhile, executives don’t have a clear picture of how s pending on facilities s upports organizational objectives over the long term.

VFA.facility empowers your organization with a central s ource of facility information, acces s ible acros s the organization. It provides facility managers , capital planners , financial analys ts , and



executives with tools to effectively manage and maintain that data and to leverage it in making optimal decisions about facility spending and capital planning.

Figure 2: Screenshot view of the VFA.facility software



Centralize Information about Facility Assets

VFA.facility’s powerful knowledge base supports the collection and management of a wide range of asset information, such as location, structure, type, uses, conditions, requirements and their associated costs, and related projects and plans.

Configure data and views to your needs

Organize asset data into numerous levels and create customized fields and drop-down lists on the fly. Sort, group, and filter asset information based on your specific criteria, and view your portfolio by site, building type, size, ownership and more.

Dashboards a nd Reports provide easy access to key indicators

Dashboards provide a graphic view of the state of your portfolio; use the dashboards provided or make your own from any available report in the VFA.facility Report Center. Dashboards can even include data from other applications, such as work order management systems.

Enhance your understanding of your portfolio with photographs and CAD drawings

Associate drawings and photos with specific building records, assets, rooms, or requirements. Annotate CAD drawings with icons illustrating prioritized requirements and link them to detailed requirements records.

Attach relevant documents and links

Documents and links to other sites and data sources can be associated site-wide, or attached to objects including regions, assets, and requirements. Some examples include policy and procedure documents, maintenance schedules, approved budgets, and facility-specific reports.

Ensure accuracy with built - in industry standards

VFA.facility integrates cost data from RSMeans and lifecycle data from the Building Owners and Managers Association (BOMA) to ensure reliable cost projections for deferred maintenance and systems renewal.

Streamline Cost Estimation

A library of building and system model templates enables you to quickly and accurately estimate the cost of capital asset renewal and replacement. Users may adjust industry standard cost and lifecycle data in the models for precise renewal and replacement calculations.

Accurately Estimate Renewal Needs

Modeling tools in VFA.facility allow you to estimate system renewal costs and timelines based on the combination of both the observed condition and the asset age that you determine is most appropriate.

Determine the impact of different levels of spending

Scenario analysis tools let you project long-term costs and graphically explore the impact of different funding levels. Evaluate strategies for maintaining a targeted facility condition level,



varying spending, timing, and project content to see the effect on facility condition and cost of capital over time.

Prioritize Capital Needs

Create multi-year budgets based on organization-wide priorities and strategies. All capital requirements are ordered by rank according to the prioritization strategies you develop, allowing you to identify the most important capital needs. Create multiple ranking strategies for different types of assets and compare various budget scenarios to see the impact of different investment levels.

Figure 3: Create your capital priorities with VFA.facility



Develop Efficient Projects

Rapidly develop cost-effective capital projects from your prioritized capital needs and evaluate different project scenarios. Grouping requirements across facilities and sites allows you to identify opportunities to bundle projects cost-effectively, and readily determine the intersections of multiple projects.

Share Data

Users of VFA.facility can easily exchange key data about projects with their current Computerized Maintenance Management System (CMMS) through flat file transfer.

Benchmark your progress

Use industry-standard benchmarks, such as the Facility Condition Index (FCI), to quickly compare assets across a portfolio or against industry standards. Configure your FCI and define other measures critical to your organization, such as system condition indices and benchmarks for mission adequacy.

Create customized reports

Powerful reporting and query tools give you rapid access to the data you need to support capital planning decisions. The Report Center provides a variety of standard reports that you can view and output in a variety of formats, schedule to run at specific times, and even automatically distribute to recipients you specify. With the optional Report Author tool, you can also create reports on the fly using a simple drag-and-drop interface. Use any available reports to create your own dashboards.

Support users in multiple languages and currencies

VFA.facility is localized for use in US English, UK English, French, and German. Language preference is automatically enabled based on the user’s web browser and PC locale settings. Multiple currencies are also supported. Local currencies may be used for regions, campuses, and assets, with a standard site-wide global currency for rolled-up reporting.

Access through a standard web browser

Using VFA.facility requires only a browser and internet connection, so you can get up and running quickly and focus on your business, not on technology. Individuals from across the organization and around the world can easily and securely access facility data from any location.



VFA.facility View

VFA.facilityView unlocks the value of VFA.facility data for the stakeholders you choose – such as executives, department heads, risk managers, environmental or energy managers, building occupants or community members – providing quick and secure access to key information about your real estate portfolio, delivered to a desktop or mobile tablet.

Using VFA.facilityView, anyone can easily search for assets that meet their criteria, see summary statistics about a selected group of assets, view their locations on a map, and dive into key asset details, including requirements.

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Asset list Building Name SQ FT SCHOOL FACILITIES

Essex Community Educational Center (EHS & CTE) 282,345

Essex Middle School 142,310

Albert D. Lawton 80,372

Westford School 45,804

Founders Memorial School 76,681

Thomas Fleming School 56,875

Summit Street School 38,365

Hiawatha School 46,459

Essex Elementary School 120,780

SUPPORT FACILITIES

EWSD District Offices - Park Street 7,540

EWSD District Offices - Founders Road 200 3,800

Mechanics Garage & Salt Shed (Old Colchester Road) 4,120

Bus Barn & Storage Buildings (Founders Road) 4,768

Natural Resources/Building Trades (Meadow Terrace) 14,575

Essex Skating Facility 57,256

Total 982,050



Proposed Assessment Project Schedule

Example (1 million sq. ft.)



Exhibit A:

UNIFORMAT II Categories The ASTM Uniformat II Classification for Building Elements defines a standard classification for building elements and related sitework. Each UNIFORMAT II Category performs a given function, regardless of the design specification, construction method, or materials used. Using UNIFORMAT II to classify systems provides a consistent reference for the description, economic analysis, and management of building components during all phases of their life cycles.

The UNIFORMAT II Classification for Buildings Elements is made up of four levels:

Level 1 is a general grouping of major elements. Level 2 is group elements (i.e., roofing, conveying, plumbing). Level 3 contains individual elements (i.e., basement walls, partitions, floor finishes). Level 4 contains sub-elements of individual elements (i.e., specific equipment, door frames, roof canopies).

The uniformat s tructure is us ed here in exhibit A to explain what is included in a ‘normal’ FCA

FCA – What’s included in a ‘normal’ Asset data model? LEGEND: In-Scope for this project as a System, if observable or if information is provided. At Assessors Option, may be created as separate systems for additional level of detail Not in scope for this project (no highlight)

A SUBSTRUCTURE Level 2: Group Elements

Level 3: Individual Elements

Level 4: Sub-Elements

A10 Foundations A1010 Standard Foundations A1011 Wall Foundations A1012 Column Foundations & Pile Caps A1013 Perimeter Drainage & Insulation

A1020 Special Foundations A1021 Pile Foundations A1022 Grade Beams A1023 Caissons A1024 Underpinning A1025 Dewatering A1026 Raft Foundations A1027 Pressure Injected Grouting A1029 Other Special Conditions

A1030 Slab on Grade A1031 Standard Slab on Grade A1032 Structural Slab on Grade A1033 Inclined Slab on Grade



A1034 Trenches, Pits & Bases A1035 Under-Slab Drainage & Insulation

A20 Basement Construction A2010 Basement Excavation A2011 Excavation for Basements A2012 Structure Back Fill & Compaction A2013 Shoring

A2020 Basement Walls A2021 Basement Wall Construction A2022 Moisture Protection A2023 Basement Wall Insulation A2024 Interior Skin

B SHELL Level 2: Group Elements



B10 Superstructure B1010 Floor Construction B1011 Suspended Basement Floors Construction B1012 Upper Floors Construction B1013 Balcony Floors Construction B1014 Ramps B1015 Exterior Stairs & Fire Escapes B1016 Floor Raceway Systems B1019 Other Floor Construction

B1020 Roof Construction B1021 Flat Roof Construction B1022 Pitched Roof Construction B1023 Canopies B1029 Other Roof Systems

B20 Exterior Enclosure B2010 Exterior Walls

B2011 Exterior Wall Construction B2012 Parapets B2013 Exterior Louvers, Screens & Fencing B2014 Exterior Sun Control Devices B2015 Balcony Walls & Handrails B2016 Exterior Soffits

B2020 Exterior Windows B2021 Windows B2022 Curtain Walls B2023 Storefronts

B2030 Exterior Doors B2031 Glazed Doors & Entrances B2032 Solid Exterior Doors B2033 Revolving Doors B2034 Overhead Doors B2039 Other Doors & Entrances

B30 Roofing B3010 Roof Coverings B3011 Roof Finishes B3012 Traffic Toppings & Paving Membranes B3013 Roof Insulation & Fill B3014 Flashings & Trim B3015 Roof Eaves & Soffits B3016 Gutters & Downspouts



B3020 Roof Openings B3021 Glazed Roof Openings B3022 Roof Hatches B3023 Gravity Roof Ventilators

C INTERIORS Level 2: Group Elements



C10 Interior Construction C1010 Partitions C1011 Fixed Partitions C1012 Demountable Partitions C1013 Retractable Partitions C1014 Site Built Toilet Partitions C1015 Site Built Compartments Cubicles C1016 Interior Balustrades & Screens C1017 Interior Windows & Storefronts

C1020 Interior Doors C1021 Interior Doors C1022 Interior Door Frames C1023 Interior Door Hardware C1024 Interior Door Wall Opening Elements C1025 Interior Door Sidelights & Transoms C1026 Interior Hatches & Access Doors C1027 Door Painting & Decoration

C1030 Fittings C1031 Fabricated Toilet Partitions C1032 Fabricated Compartments & Cubicles C1033 Storage Shelving & Lockers (Built-in) C1034 Ornamental Metals & Handrails C1035 Identifying Devices C1036 Closet Specialties C1037 General Fittings & Misc. Metals

C20 Stairs C2010 Stair Construction C2011 Regular Stairs C2012 Curved Stairs C2013 Spiral Stairs C2014 Stair Handrails & Balustrades

C2020 Stair Finishes C2021 Stair, Tread, & Landing Finishes C2022 Stair Soffit Finishes C2023 Stair Handrail & Balustrade Finishes

C30 Interior Finishes C3010 Wall Finishes C3011 Wall Finishes to Inside Exterior Walls C3012 Wall Finishes to Interior Walls C3013 Column Finishes

C3020 Floor Finishes C3021 Floor Toppings C3022 Traffic Membranes C3023 Hardeners & Sealers C3024 Flooring C3025 Carpeting C3026 Bases, Curbs & Trim C3027 Access Pedestal Flooring



C3030 Ceiling Finishes C3031 Ceiling Finishes C3032 Suspended Ceilings C3033 Other Ceilings

D SERVICES Level 2: Group Elements



D10 Conveying D1010 Elevators & Lifts D1011 Passenger Elevators D1012 Freight Elevators D1013 Lifts

D1020 Escalators & Moving Walks

D1021 Escalators D1022 Moving Walks

D1090 Other Conveying Systems

D1091 Dumbwaiters D1092 Pneumatic Tube Systems D1093 Hoists & Cranes D1094 Conveyors D1095 Chutes D1096 Turntables D1097 Baggage Handling & Loading Systems D1098 Transportation Systems

D20 Plumbing D2010 Plumbing Fixtures D2011 Water Closets D2012 Urinals D2013 Lavatories D2014 Sinks D2015 Bathtubs D2016 Wash Fountains D2017 Showers D2018 Drinking Fountains & Coolers D2019 Bidets & Other Plumbing Fixtures

D2020 Domestic Water Distribution

D2021 Cold Water Service D2022 Hot Water Service D2023 Domestic Water Supply Equipment

D2030 Sanitary Waste D2031 Waste Piping D2032 Vent Piping D2033 Floor Drains D2034 Sanitary Waste Equipment D2035 Pipe Insulation

D2040 Rain Water Drainage D2041 Pipe & Fittings D2042 Roof Drains D2043 Rainwater Drainage Equipment D2044 Pipe Insulation

D2090 Other Plumbing Systems

D2091 Gas Distribution D2092 Acid Waste Systems D2093 Interceptors



D2094 Pool Piping & Equipment D2095 Decorative Fountain Piping Devices D2099 Other Piping Systems

D30 HVAC D3010 Energy Supply D3011 Oil Supply System D3012 Gas Supply System D3013 Coal Supply System D3014 Steam Supply System D3015 Hot Water Supply System D3016 Solar Energy System D3017 Wind Energy System

D3020 Heat Generating Systems

D3021 Boilers D3022 Boiler Room Piping & Specialties (Wood Chip Feeder) D3023 Auxiliary Equipment D3024 Insulation

D3030 Cooling Generating Systems

D3031 Chilled Water Systems D3032 Direct Expansion Systems

D3040 Distribution Systems D3041 Air Distribution Systems D3042 Exhaust Ventilation Systems D3043 Steam Distribution Systems D3044 Hot Water Distribution D3045 Chilled Water Distribution D3046 Change-over Distribution Systems D3047 Glycol Distribution Systems

D3050 Terminal & Package Units

D3051 Terminal Self-Contained Units D3052 Package Units

D3060 Controls & Instrumentation

D3061 Heating Generating Systems D3062 Cooling Generating Systems D3063 Heating/Cooling Air Handling Units D3064 Exhaust & Ventilating Systems D3065 Hoods & Exhaust Systems D3066 Terminal Devices D3067 Energy Monitoring & Control D3068 Building Automation Systems D3069 Other Controls & Instrumentation

D3070 Systems Testing & Balancing

D3071 Piping System Testing & Balancing D3072 Air Systems Testing & Balancing D3073 HVAC Commissioning D3079 Other Systems Testing & Balancing

D3090 Other HVAC Systems & Equipment

D3091 Special Cooling Systems & Devices D3092 Special Humidity Control D3093 Dust & Fume Collectors D3094 Air Curtains D3095 Air Purifiers D3096 Paint Spray Booth Ventilation



D3097 General Construction Items (HVAC)

D40 Fire Protection D4010 Sprinklers D4011 Sprinkler Water Supply D4012 Sprinkler Pumping Equipment D4013 Dry Sprinkler System

D4020 Standpipes D4021 Standpipe Water Supply D4022 Pumping Equipment D4023 Standpipe Equipment D4024 Fire Hose Equipment

D4030 Fire Protection Specialties

D4031 Fire Extinguishers D4032 Fire Extinguisher Cabinets

D4090 Other Fire Protection Systems

D4091 Carbon Dioxide Systems D4092 Foam Generating Equipment D4093 Clean Agent Systems D4094 Dry Chemical System D4095 Hood & Duct Fire Protection

D50 Electrical D5010 Electrical Service & Distribution

D5011 High Tension Service & Dist. D5012 Low Tension Service & Dist.

D5020 Lighting & Branch Wiring

D5021 Branch Wiring Devices D5022 Lighting Equipment

D5030 Communications & Security

D5031 Public Address & Music Systems D5032 Intercommunication & Paging System D5033 Telephone Systems D5034 Call Systems D5035 Television Systems D5036 Clock & Program Systems D5037 Fire Alarm Systems D5038 Security & Detection Systems D5039 Local Area Networks

D5090 Other Electrical System D5091 Grounding Systems D5092 Emergency Light & Power Systems D5093 Floor Raceway Systems D5094 Other Special Systems & Devices D5095 General Construction Items (Elect.)

E EQUIPMENT & FURNISHINGS Level 2: Group Elements



E10 Equipment E1010 Commercial Equipment E1011 Security & Vault Equipment E1012 Teller & Service Equipment E1013 Registration Equipment E1014 Checkroom Equipment E1015 Mercantile Equipment E1016 Laundry & Dry Cleaning Equipment E1017 Vending Equipment



E1018 Office Equipment

E1020 Institutional Equipment E1021 Ecclesiastical Equipment E1022 Library Equipment E1023 Theater & Stage Equipment E1024 Instrumental Equipment E1025 Audio-visual Equipment E1026 Detention Equipment E1027 Laboratory Equipment E1028 Medical Equipment E1029 Other Institutional Equipment

E1030 Vehicular Equipment E1031 Vehicular Service Equipment E1032 Parking Control Equipment E1033 Loading Dock Equipment E1039 Other Vehicular Equipment

E1090 Other Equipment

E1091 Maintenance Equipment E1092 Solid Waste Handling Equipment E1093 Food Service Equipment E1094 Residential Equipment E1095 Unit Kitchens E1097 Window Washing Equipment E1099 Other Equipment

E20 Furnishings E2010 Fixed Furnishings E2011 Fixed Artwork E2012 Fixed Casework E2013 Blinds & Other Window Treatments E2014 Fixed Floor Grilles & Mats E2015 Fixed Multiple Seating E2016 Fixed Interior Landscaping

E2020 Movable Furnishings E2021 Movable Artwork E2022 Furniture & Accessories E2023 Movable Rugs & Mats E2024 Movable Interior Landscaping

F SPECIAL CONSTRUCTION & DEMOLITION

Level 2: Group Elements



F10 Special Construction F1010 Special Structures F1011 Air Supported Structures F1012 Pre-engineered Structures F1013 Other Special Structures

F1020 Integrated Construction F1021 Integrated Assemblies F1022 Special Purpose Rooms F1023 Other Integrated Construction

F1030 Special Construction Systems

F1031 Sound, Vibration & Seismic Const. F1032 Radiation Protection F1033 Special Security Systems



F1034 Vaults F1039 Other Special Construction Systems

F1040 Special Facilities F1041 Aquatic Facilities F1042 Ice Rinks F1043 Site Constructed Incinerators F1044 Kennels & Animal Shelters F1045 Liquid & Gas Storage Tanks F1049 Other Special Facilities

F1050 Special Controls & Instrumentation

F1051 Recording Instrumentation F1052 Building Automation System F1059 Other Special Controls & Instrumentation

F20 Selective Building Demolition

F2010 Building Elements Demolition

F2011 Building Interior Demolition F2012 Building Exterior Demolition

F2020 Hazardous Components Abatement

F2021 Removal of Hazardous Components F2022 Encapsulation of Hazardous Components

G BUILDING SITEWORK (Included as part of Building Condition Assessment)




G20 Site Improvement G2030 Pedestrian Paving G2031 Paving & Surfacing When immediately contiguous with building or within 10’ perimeter of the building G2033 Exterior Steps When immediately contiguous with building or within 10’ perimeter of the building G2034 Pedestrian Bridges When immediately contiguous with building or within 10’ perimeter of the building

G BUILDING SITEWORK (Included as part of the Optional Site Linear Assessment)




G10 Site Preparation G1010 Site Clearing G1011 Clearing & Grubbing G1012 Tree Removal & Thinning

G1020 Site Demolition & Relocation

G1021 Building Demolition G1022 Demolition of Site Components G1023 Relocation of Building & Utilities G1024 Utilities Relocation

G1030 Site Earthwork G1031 Site Grading Excavation G1032 Borrow Fill G1033 Soil Stabilization & Treatment G1034 Site Dewatering G1035 Site Shoring G1036 Embankments G1037 Erosion Control



G1040 Hazardous Waste Remediation

G1041 Removal of Contaminated Soil G1042 Soil Restoration & Treatment

G20 Site Improvement G2010 Roadways G2011 Bases & Sub-Bases G2012 Paving & Surfacing G2013 Curbs Gutters & Drains G2014 Guardrails & Barriers G2015 Painted Lines G2016 Marking & Signage G2017 Vehicular Bridges

G2020 Parking Lots G2021 Bases & Sub-Bases G2022 Paving & Surfacing G2023 Curbs, Rails & Barriers G2024 Parking Booths & Equipment G2025 Markings & Signage

G2030 Pedestrian Paving G2031 Paving & Surfacing G2032 Edging G2033 Exterior Steps G2034 Pedestrian Bridges

G2040 Site Development G2041 Fences & Gates G2042 Retaining Walls G2043 Terrace & Perimeter Walls G2044 Signage G2045 Site Furnishings G2046 Fountains, Pools & Watercourses G2047 Playing Fields G2048 Flagpoles G2049 Miscellaneous Structures

G2050 Landscaping G2051 Fine Grading & Soil Preparation G2052 Erosion Control Measures G2053 Top Soil & Planting Beds G2054 Seeding & Sodding G2055 Planting G2056 Planters G2057 Irrigation Systems G2059 Other Landscape Features

G30 Site Mechanical Utilities G3010 Water Supply G3011 Potable Water Distribution & Storage G3012 Non Potable Water Distrib. & Storage G3013 Well Systems G3014 Fire Protection Distribution & Storage G3015 Pumping Stations G3016 Package Water Treatment Plants

G3020 Sanitary Sewer G3021 Piping G3022 Manholes & Cleanouts G3023 Septic Disposal Systems G3024 Lift Stations



G3025 Packaged Water Waste Treatment Plants G3026 Septic Tanks G3027 Drain Fields

G3030 Storm Sewer G3031 Piping G3032 Manholes G3033 Headwalls & Catch Basins G3034 Lift Stations G3035 Retention Ponds G3036 Ditches & Culverts

G3040 Heating Distribution G3041 Steam Supply G3042 Condensate Return G3043 Hot Water Supply System G3044 Pumping Stations

G3050 Cooling Distribution G3051 Chilled Water Piping G3052 Wells for Cooling/Heating G3053 Pumping Stations G3054 Cooling Towers on Site

G3060 Fuel Distribution G3061 Fuel Piping G3062 Fuel Equipment G3063 Fuel Storage Tanks G3064 Fuel Dispensing Stations

G3090 Other Site Mechanical Utilities

G3091 Industrial Waste Systems G3092 POL (Petroleum Oil & Lubricants) Distribution Systems

G40 Site Electrical Utilities G4010 Electrical Distribution G4011 Substations G4012 Overhead Power Distribution G4013 Underground Power Distribution

G4020 Site Lighting G4021 Fixtures & Transformers G4022 Poles G4023 Wiring Conduits & Ductbanks G4024 Site Lighting Controls

G4030 Site Communication & Security

G4031 Site Communication Systems G4032 Site Security & Alarm Systems

G4090 Other Site Electrical Utilities

G4091 Cathodic Protection G4092 Site Emergency Power Generation

G90 Other Site Construction G9010 Service & Pedestrian Tunnels

G9011 Service Tunnels G9012 Trench Boxes G9013 Pedestrian Tunnels

G9090 Other Site Systems G9091 Snow Melting Systems


FFF Proposal for EWSD Facility Assessment.pdf

Documents

Transcript of FFF Proposal for EWSD Facility Assessment.pdf