ARCHITECTURAL/STRUCTURAL/MECHANICAL CONSULTING SERVICES ESSEX WESTFORD SCHOOL DISTRICT APRIL 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.

ABOUT US FIRM ORGANIZATION CHART

Established in 1937, Freeman With over eight decades in business, our firm is stable and our financial French Freeman has been a footing is sound. The only change to our organizational structure over the leader in Vermont architecture past five years is two promotions: Catherine Lange and Josh Crandall were for over eight decades. Our promoted to Associate Principal in 2019. 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. Jesse Beck, aia, ncarb Shawn Brennan, aia, cdt Alex Halpern, aia, ncarb Principal Principal Principal TEAM

LICENSED ARCHITECTS LEADERSHIP

BECK: VT, NY, NH, ME BURSEY: VT, MA Catherine Lange, aia, leed ap Josh Crandall, aia BRENNAN: VT Associate Principal Associate Principal CRANDALL: VT HALPERN: VT LANGE: NY LEET: VT PICKELL: IIDA (NATIONAL) ROBBINS: VT WAGNER: OH Tom Bursey aia, leed ap. csi Jesse Robbins, aia, leed ap Jane Pickell, iida, leed ap Architect Architect Interior Designer TEAM DESIGN Brian Leet, aia, leed ap, cdt Jamie Wagner, aia, leed ap Architect Architect

84 years in business

Nathalia Ellis, assoc. aia Jamie Gravel, assoc. aia 15 staff Architectural Designer Architectural Designer 9 licensed architects 6 LEED accredited professionals

Multiple awards for architectural and environmental excellence

81 Maple St., Burlington, VT 05401 TEAM SUPPORT Mike Ballard Cam Barrows Alyssa Frederick 802.864.6844 www.fffinc.com Marketing Director IT Administrator Office Coordinator VFA Facility Condition Assessment Services PROFESSIONAL CONDITION ASSESSMENTS FOR BETTER FACILITY CAPITAL BUDGETING

One burst pipe, one leaking roof, or one cracked foundation can put assets out of commission and prevent your organization Accruent assessment from delivering on its mission. experts can quickly and accurately gather Many organizations face growing objective data about backlogs of deferred maintenance that threaten day-to-day operations. the conditions of assets Unfortunately, there are stories in and facilities across your the news almost every day about entire portfolio. 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 1

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

Accruent’s assessment methodology is: • based on industry standards from • refined by our experience of • integrated with the proven organizations such as APPA, IFMA, assessing over 5 billion square VFA.facility capital planning software BOMA, and RSMeans® feet of facilities worldwide

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.

Leverage Industry-Standard Benchmarks VFA software helps you accurately Facility Condition Index (FCI) benchmark your facilities using the Facility Condition Index (FCI). This industry-standard metric allows you An industry-standard measure used to compare relative building conditions to analyze the impact of investing in facility improvements. total cost of existing deficiencies FCI = current replacement value

Using data gathered from Excellent Good Fair - Poor facility condition assessments, the Facility Condition Index (FCI) is calculated automatically in VFA.facility. 0% 5% 10% 50% 100%

VFA Facility Condition Assessment Services 2 Scope of Work

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. Deliverables

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” Substructure Level 2 – Group Elements: “A10” Foundations Level 3 – Individual Elements: “A1010” Standard Foundations Level 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. Our Team FREEMAN FRENCH FREEMAN & ACCRUENT CAPITAL PLANNING

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.

Shawn Brennan, aia, cdt Elizabeth Church, aia, leed ap Principal in Charge, Assessor Project Manager Freeman French Freeman Accruent

Jarrod Millar Brian Hardman Jane Pickell, iida, leed ap Tom Bursey aia, leed ap. csi MEP Assessor Architectural Assessor Assessor Codes & Regulations Accruent Accruent Freeman French Freeman Freeman French Freeman

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. Nathalia Ellis, assoc. aia Architectural Designer 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. VICE PRESIDENT

Shawn Brennan AIA, CDT 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.

B. Arch., Summa Cum Laude, Norwich University AAS Arch & Building Technology, Vermont Technical College Prince of Wales’ Institute of Architecture, Urban Design Task Force

EXPERIENCE

PUBLIC & PRIVATE Mountain Haus Hostel, Stowe, VT DEVELOPMENT Vermont Veterans’ Home renovations and security upgrades, Bennington, VT Northern Vermont University COVID planning, Lyndon & Johnson, VT Waterbury State Office Complex, Waterbury VT New England Federal Credit Union Administrative Headquarters at Tech Park, Williston, VT New England Federal Credit Union new branches and multiple branch renovations, VT VTrans, DOE, ANR Office Relocation and Space Planning, Various sites, VT Kinney Drugs, Burlington, VT 356 Water Tower Hill Office Building, Colchester, VT IDX Systems Corporate Headquarters, South Burlington, Vermont McFarland State Office Building, Barre, VT Edgar May Health and Recreation Center, Springfield, VT One Spruce Peak and Spruce Camp at Stowe Mountain Resort, Stowe, VT Severance Corners Village Center, Colchester, VT Outer Bay Resort at Marble Island, Colchester, VT

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

HEALTH CARE Copley Hospital Surgical Suite Addition, Morrisville, VT Copley Hospital Infusion Suite Renovation, Morrisville, VT Community Health Centers of Burlington Riverside Clinic, Burlington, VT Rumford Hospital Expansion & Renovation, Rumford, ME Rutland Regional Medical Center Master Plan & Renovation, Rutland, VT

802.864.6844 [email protected] INTERIOR DESIGNER

Jane Pickell IIDA, LEED AP 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.

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

EXPERIENCE

PUBLIC & PRIVATE Vermont State House Planning Assessment, Montpelier, VT DEVELOPMENT Vermont State House Covid-19 Plan, Montpelier, VT Vermont State House Cafeteria Renovations, Montpelier, VT Pomerleau Family YMCA, Burlington, VT DoubleTree Hotel Interiors, South Burlington, VT Silver Pines Retreat Center, Stowe, VT CityPlace Burlington Mixed-use Development, Burlington, VT Hotel Saranac Historic renovation and restoration, Saranac Lake, NY City Market Co-op South End Store, Burlington, VT New England Federal Credit Union Corporate Headquarters at Tech Park, South Burlington, VT New England Federal Credit Union Lower Mountain View Drive Branch, Colchester, VT Waterbury State Office Complex, Waterbury, VT UVM Medical Center Business and Technology Center, South Burlington, VT UVM Health Network Executive Offices, Burlington, VT Copley Hospital Surgical Suite Addition, Morrisville, VT Vermont Gas Corporate Headquarters Renovations, South Burlington, VT Howard Center Space Planning, Burlington, VT Northern Vermont University COVID-19 Classroom Study, Lyndon and Johnson, VT

EDUCATION Norwich University Facilities Condition Assessment, Northfield, VT Norwich University Webb, Dewey, & Ainsworth Hall Historic Renovations, Northfield, VT Norwich University Mack Hall Classroom Building, Northfield, VT UVM STEM Initiative, Burlington, VT Plymouth State University Health & Human Performance Building, Plymouth, NH UVM Larner College of Medicine Learning Commons, Burlington, VT UVM Rescue Facility, Burlington, VT Vermont 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*

802.864.6844 [email protected] PROJECT ARCHITECT

Tom Bursey AIA, LEED AP, CDT 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.

MA, Architecture, Rensselaer Polytechnic Institute BSc, Biology, Messiah College

EXPERIENCE

PUBLIC & PRIVATE Pomerleau Family YMCA, Burlington, VT DEVELOPMENT City Market Co-op South End Store, Burlington, VT Perrigo 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, VT Burlington International Airport FIS Arrivals Hall, South Burlington, VT Moran Center at Waterfront Park, Burlington, VT Trader Joe’s & Pier One Plaza, South Burlington, VT Flynn Center for the Performing Arts, Burlington, VT Howard Center Master Programming Study, Burlington, VT New England Federal Credit Union Corporate Headquarters at Tech Park, South Burlington, VT Waterbury State Office Complex, Waterbury VT UVM Health Partnership Executive Offices, South Burlington, VT UVM Medical Center Business & Technology Center, Burlington, VT UVM Medical Center Academic Health Sciences, Burlington, VT Saint Michael’s College Dion Family Student Center, Colchester, VT 800 Hinesburg Road Space Planning, South Burlington, VT Vermont Gas Office Renovations, South Burlington, VT Mylan Technologies Office Space Planning, St Albans, VT GE Healthcare Office Space Planning & Multiple Tenant Fit-Ups, South Burlington, VT Vermont School Boards Insurance Trust (VSBIT) New Office Building, Barre, VT New England Federal Credit Union New South Burlington & St Albans Branches, VT USDA Northeast Milk Testing Laboratory, Lebanon, NH

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

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

802.864.6844 [email protected] ELIZABETH P CHURCH AIA, LEED AP, CM-BIM Project Manager

Elizabeth brings a broad and deep AEC planning and project management background to Accruent’s Capital Planning Team. Her knowledge base spans architectural design and professional practice management, real estate development, space planning, and cost estimating. Recent assignments include academic buildings, multi-family housing, and master planning. Recent cost estimating assignments have been focused on higher education and healthcare construction projects in the Greater Boston area.

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

EDUCATION Previous professional experiences have allowed Elizabeth to build a Columbia University- NYC,NY portfolio of skills within the vast array of digital applications that Master of Architecture populate the AEC industry. She has become nimble in software applications for space planning, CAD, and cost estimating as well as Duke University – Durham, NC authoring database software such as excel, Revit-BIM, VFA, Bachelor of Arts Timberline, and Sage.

CERTIFICATION HIGHLIGHTED PROJECT EXPERIENCE Licensed Architect Education Sector LEED AP Certification CM-BIM Certification Harvard University – Cambridge, MA Project manager for facilities condition assessments of 26M GSF distributed over a total of 632 building assets under eleven University owners. This reassessment program is on a recurring five-year cycle that constantly updates and refines the data associated with all the University’s capital assets.

Tufts University – Medford, MA Three months, six teams of assessors, 10 weeks of on-site documentation and 25 weeks of data entry describes the ACP efforts for the facility conditions assessment of Tufts’ 3.5M GSF of academic, residential, administration, athletic, medical facilities. Elizabeth managed this project while simultaneously developing and executing a pilot project for equipment inventory on a campus-wide scale. Equipment inventory workflow includes equipment tagging and yielded average of 50 unique data elements per asset for upload to Tufts’ enterprise asset management system.

Dartmouth College – Hanover, NH Managed a facilities condition reassessment of Dartmouth’s Thayer School of Engineering and the Tuck School of Business. Reassessment required a more granular approach to data collection and entry in order to fulfil the client’s capital planning needs. Data analysis and interpretation provided to understand the changes over time that occurred in the planning window. Education Sector Con’t

Boston College– Chestnut Hill, MA Cost Estimating Working with Boston College capital planning and facilities representatives to develop a phased cost estimating and construction sequence for renovations and improvements of campus buildings designated for student activities programming. Construction to take place during the window of summer break(s) for least amount of disruption.

Fitchburg State University– Fitchburg, MA Project Manager for architectural and cost estimating team In 2010 the MA Dept of Higher Education’s modernization program of University Lab Facilities was undertaken by DCAMM – the State’s Dept of Capital Asset Management/Maintenance. Elizabeth managed a team of architects, construction consultants, and cost estimators to generate pricing and secure legislative approvals for Fitchburg State’s science building renovation projects.

Health Care Sector

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

University of CT Health Center – Farmington, CT Facilities & 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 for reimbursement.

Partners Urgent Care – Greater Boston Area, MA Cost Estimating Utilizing the Timberline|Sage cost estimating software and database functionalities, Elizabeth produced cost estimates, levelling, and projections for Partners Healthcare for the construction of their portfolio of satellite care facilities in the Greater Boston area.

Municipal Sector

Boston Public Health Commission - Boston , MA Real Estate Development and Property Disposition Mixed-use development of real estate assets owned by the City’s Health Commission and located in Dorchester, Roxbury, Mattapan, and Long Island. Elizabeth generated formal RFPs; partnered with law firm to generate deeds and condo association performed due diligence and research regarding obstacles and opportunities for each project; managed expectations of multitude of stakeholders from City officials to citizens of Boston to Commission’s Executive Board

Boston Public Health Commission - Boston , MA Master Planning In partnership with Boston Public Health Commission, Boston Medical Center, and the City or Boston developed 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 produce a document presented to the Mayor and City Council. BRIAN HARDMAN Architectural Assessor

Mr. Hardman has over 19 years’ experience as an architect is very well versed in building code compliance and ADA compliance. As a Facility Consultant, Mr. Harman performs visual assessments of facilities on variety of building types focusing within the architectural and structural conditions. Assessment data is collected, interpreted, and populated with web-based, VFA.facility capital planning software and cost estimate values and priorities are assigned based on client and project manager criteria.

EDUCATION HIGHLIGHTED PROJECT EXPERIENCE WITH ACCRUENT Ball State University, Muncie, Indiana Federal Government – Bachelor of Science in Architecture Brookhaven National Laboratory. Full condition assessment of Brookhaven National Laboratory at Upton, NY: 1,496,053 square feet. EXPERIENCE Time working in the Industry: 19+ years Sandia National Laboratories. Full condition assessment of offices and live fire ranges: Time with Accruent: 14 years 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 FLETC at 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: 937,889 square feet.

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

State of Illinois. Full condition assessment of state park offices, museums, and restaurants: 52,175 square feet. Generalist. HIGHLIGHTED PROJECT EXPERIENCE WITH ACCRUENT State and Local Government Rappahannock Community College. Full condition assessment of classroom and State of Louisiana. maintenance facilities: 123,491 square feet. Team Full condition assessment of administrative offices lead. in Baton Rouge, LA: 98,789 square feet. Team lead. Site assessment of Northwestern State University Radford University. in Natchitoches, LA. Team lead. Full condition assessment of dormitory, classroom, auditorium and dining facilities: 655,543 square K12 feet. Team Lead.

British Columbia Ministry of Education. Wilfrid Laurier University. Full condition assessment of classroom facilities of Full condition assessment of dormitory, classroom School District 43 in Coquitlam, BC: 528,733 square and stadium facilities: 718,577 square feet. feet. Team lead. Included non-structural seismic OFC assessment Healthcare

Education U.S. Navy Bureau of Medicine. Full condition assessment of hospitals, medical and University of Toronto. dental clinics: 1,803,937 square feet. Team lead. Full condition assessment of library, administrative, classroom and lab facilities: 1,197,250 square feet. Saskatchewan Health. Team lead. Full condition assessment of hospitals, medical and dental clinics: 1,994,646 square feet. University of Western Ontario. Full condition assessment of classroom, Corporate administrative and dormitories: 1,767,950 square feet. Team lead. Bank of America. Conducted a building renovation audit of Bank of Ryerson University. America’s retail branches. Full condition assessment of classroom, administrative and lab facilities: 1,320,970 square feet. Team lead. HCA Hospital Corporation of America. LCA-HCA Facility Narrative Pilot. Northwestern University - Evanston, IL. Full condition assessment of office, classroom and Bristol-Myers Squibb. housing facilities: 702,700 square feet. Wallingford Pilot.

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

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

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

Blue Ridge Community College. Full condition assessment of classroom and library facilities: 64,283 square feet. Team lead. JARROD MILLAR Electrical/Mechanical Assessor

Mr. Millar has over 16 years of professional experience. His background includes experience in design and in facility maintenance and operations. In his current role with Accruent, he has 13+ years experience with building inspections and facilities conditions assessments. As an Electrical/Mechanical Assessor, Mr. Millar is responsible for the electrical, mechanical, and plumbing elements of facility condition assessments, costing valuations, identification of capital needs, and contributing to facility conditions report writing.

HIGHLIGHTED PROJECT EXPERIENCE WITH ACCRUENT Education

Harvard University August 2018. 50,000 Sq. Ft. The inspection and analyses of EDUCATION protection to identify and document deficient conditions and Bachelor of Science in Electrical develop a projected capital spending forecast. Engineering, University of New Hampshire University of Colorado, Boulder October 2015. 1,000,000 Sq. Ft. The inspection and analyses of protection to identify and document deficient conditions and develop a projected capital spending forecast. CERTIFICATION Salem State College LEED Green Associate August 2007. 25,000 Sq. Ft. The inspection and analyses of protection to identify and document deficient conditions and develop a projected capital spending forecast.

Whitworth University EXPERIENCE April 2012. 500,000 Sq. Ft. The inspection and analyses of Time working in the Industry: 16+ years protection to identify and document deficient conditions and develop a projected capital spending forecast.

Time with Accruent: 13 years Northwestern University January 2008. 500,000 Sq. Ft. The inspection and analyses of protection to identify and document deficient conditions and develop a projected capital spending forecast.

Corporate

Johnson and Johnson October 2018. 300,000 Sq. Ft. The inspection and analyses of protection to identify and document deficient conditions and develop a projected capital Spending forecast.

Johnson and Johnson January 2019. 500,000 Sq. Ft. The inspection and analyses of protection to identify and document deficient conditions and develop an projected capital spending forecast.

Johnson and Johnson September 2013. 500,000 Sq. Ft. The inspection and analyses of protection to identify and document deficient conditions and develop a projected capital spending forecast. HIGHLIGHTED PROJECT EXPERIENCE WITH ACCRUENT

Corporate Navy Medical Command (BUMED) All of 2012, 5 million + Sq. Ft. Site. The inspection and Johnson and Johnson analyses of protection to identify and document September 2012. 300,000 Sq. Ft. The inspection and deficient conditions and develop a projected capital analyses of protection to identify and document spending forecast. deficient conditions and develop a projected capital spending forecast

Gilead February 2018. 2,000,000 Sq. Ft. The inspection and analyses of protection to identify and document deficient conditions and develop a projected capital spending forecast

DTE Energy May 2012. 350,000 Sq. Ft. The inspection and analyses of protection to identify and document deficient conditions and develop a projected capital spending forecast.

Bonneville Power Authority September 2015. Site Work Project planning and logistics.

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

Government

Various Agencies Within The Government Years 2010-2018, 5 Million + Sq. Ft. The inspection and analyses of protection to identify and document deficient conditions and develop a projected capital spending forecast.

National Institute of Health Years 2007, 2008, 2013-Current. 5 million + Sq. Ft. Site. The inspection and analyses of protection to identify and document deficient conditions and develop a projected capital spending forecast. Energy and Guiding Principles were part of this assessment.

Brookhaven National Laboratory March 2012. 100,000 Sq. Ft. Site. The inspection and analyses of protection to identify and document deficient conditions and develop a projected capital spending forecast. Energy and Guiding Principles were part of this assessment.

Army Medical Command (MEDCOM) All of 2011, 5 million + Sq. Ft. Site. The inspection and analyses of protection to identify and document deficient conditions and develop a projected spending 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) Experience & References

NORWICH UNIVERSITY

Norm St Onge, Facilities Project Manager [email protected] 802.485.2865

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

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.

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 Capacity Accruent 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 Contract Accruent 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 Garage Moran Frame Vermont State House Assessment Burlington, VT Burlington, VT Montpelier, VT Renovation Deconstruction Assessment Construction cost $15,300,000 Construction cost $4,400,000 Construction Cost N/A Construction this summer Construction to be complete this spring Documents are 95% complete Documents are 95% complete Project is 90% complete Vermont State House Cafeteria Silver Pines Rehabilitation Center Mountain Haus Apartments II Assessment Stowe, VT Stowe, VT Montpelier, VT Interior and exterior renovation New Construction Assessment Cost withheld at Owner’s request Construction cost TBD Construction cost N/A Construction to be complete in April 2021 Construction to start in June 2021 Documents are 20% complete Project is 95% complete Documents are 25% complete Vermont Technical College Advanced Babaroosa Immersive Arts Center NOAA Office Renovation Manufacturing Center Essex, VT South Burlington, VT Randolph Center, VT Interior and exterior renovation Interior renovation Interior renovation Cost withheld at Owner’s request Construction cost $1,200,000 Construction cost $1,900,000 Construction schedule TBD Construction this summer Construction has now commenced Documents are 30% complete Documents are 25% complete Documents are 100% complete

Department of Corrections Feasibility Perrigo Manufacturing Facility Vermont Veterans’ Home Upgrades Study Georgia, VT Bennington, VT Various Sites within VT New construction Interior & exterior renovation Feasibility study Cost withheld at Owner’s request Construction cost $1,000,000 Construction cost N/A Construction schedule TBD Project will resume bid phase this Construction N/A Documents are 15% complete summer after Covid-19 delay Documents are 85% complete Documents are 100% complete Southern State Correctional Facility State of Vermont Mental Health Springfield, VT Recovery Residence Interior renovation Esssex, VT Construction cost $4,700,000 New construction Construction schedule TBD Construction cost $11,000,000 Documents are 40% complete Construction start in July 2021 Documents are 70% complete Town of St. Albans Town Hall St. Albans, VT Lodge at Spruce Peak Restaurants New construction Stowe, VT Construction cost $4,500,000 Interior renovation Construction to start spring 2022 Cost withheld at Owner’s request Documents are 95% complete Construction this summer Documents are 90% complete FREEFRE-01 MANJUSHAPUR DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 12/27/2019 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). CONTACT PRODUCER NAME: Karra LaPointe NFP Property & Casualty Services, Inc. PHONE (617) 405-1547 FAX PO Box 2127 (A/C, No, Ext): (A/C, No): E-MAIL 620 Hinesburg Road ADDRESS: [email protected] South Burlington, VT 05407 INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : Citizens Insurance Company of America 31534 INSURED INSURER B : Hanover Insurance Company 22292 Freeman French Freeman, Inc. INSURER C : 81 Maple St INSURER D : Burlington, VT 05401 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 DAMAGE TO RENTED 300,000 CLAIMS-MADE X OCCUR OBVA782217 12/29/2019 12/29/2020 PREMISES (Ea occurrence) $ MED EXP (Any one person) $ 10,000 PERSONAL & ADV INJURY $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 PRO- 4,000,000 X POLICY JECT LOC PRODUCTS - COMP/OP AGG $ OTHER: $ COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY (Ea accident) $ ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY (Per accident) $ $ A X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 1,000,000 OBVA782217 12/29/2019 12/29/2020 EXCESS LIAB CLAIMS-MADE AGGREGATE $ 1,000,000 DED RETENTION $ $ B WORKERS COMPENSATION X PER OTH- AND EMPLOYERS' LIABILITY STATUTE ER Y / N WKVA750679-04 10/8/2019 10/8/2020 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? N N / A (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000

DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Sections 3A State(s): VT

CERTIFICATE HOLDER CANCELLATION

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

AUTHORIZED REPRESENTATIVE

ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD FREEM-1 OP ID: SM DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 04/29/2020 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). CONTACT PRODUCER NAME: Thomas M. Mullard Poole Professional B&B - TM PHONE FAX 107 Audubon Rd, 2-305 (A/C, No, Ext): (A/C, No): Wakefield, MA 01880 E-MAIL [email protected] Thomas M. Mullard ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC #

INSURER A : XL Specialty Insurance Company 37885

INSURED INSURER B : Freeman French Freeman, Inc. 81 Maple Street INSURER C : Burlington, VT 05401 INSURER D :

INSURER E :

INSURER F :

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ DAMAGE TO RENTED CLAIMS-MADE OCCUR PREMISES (Ea occurrence) $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ PRO- POLICY JECT LOC PRODUCTS - COMP/OP AGG $ OTHER: $ COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY (Ea accident) $ ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY (Per accident) $ $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION $ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS' LIABILITY STATUTE ER Y / N ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N / A (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ A Prof. Liability DPR9959417 04/23/2020 04/23/2021 PER CLAIM 5,000,000 AGGREGATE 5,000,000

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

CERTIFICATE HOLDER CANCELLATION EVIDE-1 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Freeman French Freeman, Inc. ACCORDANCE WITH THE POLICY PROVISIONS. 81 Maple Street Burlington, VT 05401 AUTHORIZED REPRESENTATIVE

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The signature below implies that all conditions and specifications have been read in full, the bidder understands the same and is willing to comply with each.

Freeman French Freeman 81 Maple Street, Burlington, VT 05401 Name of Firm Address of Firm

03-0295465

Signature of Authorized Person Federal Employer ID Number

Essex Westford School District February 2021 Request for Proposals - Consulting Services Page 5

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

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 facilitiescovering more than 250 million square feet with an average of30 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 construction information based on functional elements. An asset (building in this case) is broken down by its systems / components and the assessment is conducted with the intent of delineating and reporting by UNIFORMAT Level 1 thru 4 depending on the system assembly. • Two examples of utilizing different UNIFORMAT levels for systems within a building are as follows :

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

o Example 2 - lighting equipment may be assessed, documented and valued by UNIFORMAT Level 4 (Sub-Elements) to delineate the types of lights between fluorescent, incandescent, high pressure sodium, LED, etc., thus allowing for more strategic capital investments in terms of upgrades for energy efficiency. Building Owners and Managers Association International (BOMA); • ACP utilizes BOMA’s average expected useful life (EUL) for the development of asset systems and major equipment to develop the theoretical life expectancy of a given system

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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 RSMeans Construction Cost Data to develop cost estimates for asset sys tems and requirements. Accruent and Gordian are both Operating Companies under our Parent Company, Fortive. This unique business relationship provides our clients the assurance of cost estimates with clear basis that can be utilized for capital planning and budgets.

In addition to the above industry standards, ACP incorporates the following standards and industry recognized metrics into the assessment methodology and resulting deliverables:

• National, State / Provincial and Local Building Codes / Standards • ASTM document E 2018– 15, Baseline Evaluation – Abbreviated Accessibility Survey • ACP Assessment Methodology Guide based on best assessment practice of NACUBO, IFMA and APPA • Current Replacement Value (CRV) • Facility Condition Index (FCI) • Requirement Index (RI), also known as FCNI • Systems Condition Index (SCI) FCI: ACP has automated a standard process to assess the relative condition of assets, facilitating comparison both within and among organizations and locations. A Facility Condition Index (FCI) will be calculated for each ass 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 discussed during the draft report phase of the project. Figures 1 & 2 below show examples of 1-year and 5-year FCI scales as it relates to relative condition.

Figure 1 FCI table represents FCI configured for 1-year Priority Offset.

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

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Condition Assessment Workplan Phases:

Details about each phase of the workplan 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 deliverablebest 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 includesthe following: • Basic asset information (name, location/address, asset number, use/occupancy, dates of initial construction and any major renovations, number of floors, gross area, and any other relevant data.) • Construction and as-built drawings , general floor plans and s ite plans • Known asset code or safety violations • Previous studies (5 years or less), including condition assessments, accessibility studies, roof inspections and hazardous material inspections

o Note: Information contained in prior asses sments may be used by the ACP team if, in the team’s opinion, it is relevant. • Major capital improvement projects completed over past 5 years • Major capital improvement projects planned over next 5 years

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• Equipment lists data, typically from computerized maintenance management system (CMMS) indicating age/install date and providing level of routine or preventative maintenance exercised • Warranty information (roofs, boilers, chillers, cooling towers, etc.) • Historical costs 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 tothe client POC that will inform, track and guide the project:

• Pre-assessment Questionnaire

• Client Responsibility Document

• Project Team Roster

• Draft Report Example

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• Final Report Example

• Project Schedule

• Project Kick-off Meeting Agenda and Sign-in

• Project Exit Meeting Agenda and Sign-in

• RSMeans Project Cost Adjustment Factor Work Sheet

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 byACP ’s Project Manager. The ACP Project Managerwill 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 willinclude date of meeting, attendees, topics discussed, and decisions made. Meetingnote s will be submitted to all

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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 progress against s chedule, will include review and update of project schedule as needed, discuss upcoming milestones, changes to schedule, etc. • Items identified by either party during the project execution that require follow-up, decision or escalation or may impose a risk to project completion. • A risk management process will be used to address problems that cannot be resolved through routine interactions. ACP’s Project Manager will communicate (at a minimum) weekly with the Client on the progress of high-level risk mitigation activities.

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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 / discuss existing asset information provided • Overview of how the assessment team will conduct the assessment • Assessment Logistics, work times, access , security, parking, etc. • Interviews with client knowledgeable staff on known issues ACP’s team will visually inspect all the assets included in the scope of the project to identify deficient conditions and assess the remaining lifecycle of designated asset systems. The teams will document requirements, including digital photographs of asset exteriors and any observed conditions within the assets. The AC P a ssessm ent tea m will typic a lly c onduc t the wa lk- through as follows: • Remain together during the property walk-through. • Start with the exterior and then up to the roof and proceed to the lowest level, walking through all occupied and unoccupied spaces. • Request Client custodial or maintenance staff to lift ceiling tiles to allow observation of building structure and distribution systems if needed.

o Note: The assessment team will first look for removed ceiling areas to minimize tile lifting where possible for least occupant and environmental disruption. • Open access doors to reveal hidden equipment as necessary.

o Note: We require support from client designated escort for opening access doors. • Request, only if necessary, to have client maintenance open major equipment access panels/doors on air handling units to evaluate drip pans, coils, filters, motors, etc.

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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 • Checklist or Tablet for guided survey of minimum data to inspect and evaluate • Tape measures, measuring wheels or other digital measuring devices for sample dimension capture • Flas hlights for poorly lit s paces Note: Our assessment team members will not carry tools (including ladders) while conducting their assessments. It is required that client maintenance staff provide this service when and if required during the assessment.

The survey will include a visual inspection of the building and all the building’s architectural, mechanical, and electrical systems. For details on UNIFORMAT level data capture, refer to Exhibit A. Process type equipment is excluded unless specified otherwise. • Site (Elements within an approx. 10 ft. perimeter around building footprint, will be modelled as systems within the building asset. Site Hardscape elements of a more substantial nature, will be modelled as separate Assets.) • Structure & Building Envelope • Interior Elements & Conveyance • Plumbing • Heating, Cooling & Ventilation • Electrical • Fire and Life Safety The visual nature of the assessment process requires close interaction with Client’s maintenance and operations personnel. Many of the problems inherent in building systems and components may not be visually apparent during the time of the walk-through. As a result, the ACP assessment team members may request staff interviews to ensure all known problems are relayed to the ACP team and the ACP team has an opportunity to ask questions as it relates to their initial observations.

The inspection of the asset interiors will include all mechanical and electrical rooms, all public spaces as well as a representative sampling of similar room types (e.g. offices). Resultant requirements will be identified for the entire asset or system (not by individual room or component unless specified otherwise).

• 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 such areas are to be surveyed as per ASTM Document E-2018-15, - Standard Guide for Property Condition Assessments.

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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 asoutdoor bleachers and hardscape (paved) elements, includingcirculations 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 facilityand 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

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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 Testing, measuring, or preparing calculations for any system or component to determine adequacy, capacity, or compliance with any standard is outside the scope of assessment.

o The system installation date will be captured. If the install date is not known, it will be estimated. The expected useful life for each system is initially determined using BOMA standards and may be adjusted based on historical replacement records by if desired. The ACP assessment team will determine the remaining useful life of each system. Considerations on condition and remaining useful life include exposure to the elements, initial installation quality, material suitability 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; standard priorities shown here can be tailored to meet client preference.

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o Each Requirement will be assigned a category that indicates the cause or reason for the deficiency. The standard Requirement Categories, listed below, include a broad range of topical causes, but may be modified based on client preference. ACP’s standard list of categories is shown in Table 2.

Category Sub-category

• Lifecycle Integrity • Reliability • Life Safety • Building Code Regulatory • HazMat • Accessibility • Technological Improvements • Capacity • Mission Optimization • 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 fo 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.

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Estimate Name Purpose Project Class Definition Level Class 5 Order of Magnitude Screening or Feasibility 0% to 2% Class 4 Intermediate Concept Study or Feasibility 1% to 15% Budget, Authorization, or Class 3 Preliminary 10% to 40% Control 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 construedas 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 therequirement 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.

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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 alongside the field assessors during the data entry period to assure that the scope of the project is well understood 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

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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.

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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 Instructions • Asset List: provides essential data for each building, along with summary totals that allow confirmation of macro-level data. • Asset Overview Reports: For each Asset, a complete description of the facility and a summary of deficiencies listed within each section of the detailed report. • Requirement List Reports: A summary breakdown of type of work and total costs for each facility. (Presented by priority, system and category and cross tabular format) • System List Reports: Systems form the ‘foundation’ of our data. These lists provide a summary breakdown of the total costs for a facility by assessed system, and system renewal forecasts • Major Deficiency Photographs: Available on-line and may be s electively publis hed at this stage as determined by the Accruent Project Manager, if needed to support the draft data review process. • Requirement Details: This report is useful when questions come up about items on the ‘list’ reports, as it allows deeper understanding of what is included. This report may be provided, as determined by the Accruent Project Manager, if needed to support the draft data review process. Upon completed delivery of approved draft data, summary reports can be run to describe the reinvestment rate required on an annual basis to replace system components that have reached or exceeded the end of their useful lives. Summary Asset List, Requirement List, and System List reports run on accepted draft data, constitute ‘substantial completion’ of the project scope, with final completion dependent upon final reports. Reports are delivered normally in pdf format via email. Physical printing of any reports can be done on a cost-plus basis; normal delivery is pdf copies and/or live Excel files. Phys ically printed copies adds time to the project schedule.

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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. Thepresentation 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 assets do we need to maintain? • What is the condition (needs) of my assets? • How much funding do I need? • With a specific funding amount, what assets should we invest in first? Our experience is that executive attendance at the final presentation often leads to requests for further editing prior to final report.

Fina l Re ports - Following client review and comment of the draft report data and the presentation of findings, the ACP team will incorporate comments and provide responses to the client on the actions taken. With client acceptance of corrections, the ACP Project Manager will make any adjustments to the assessment data and report content and will prepare the Final Property Condition Assessment Report package for all assets. The Final Report will document the findings and present analyses of the FCA. Requirement and renewal costs and timing will be utilized to develop multiple funding scenarios, providing a comparative analysis of thes e funding options. Level of capital spend to support funding scenarios will be discussed with you. Your organization will be able to ascertain the impact of various funding levels on the FCI of the assets, or alternatively, the funding requirements to achieve a specific asset FCI.

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

o Portfolio total key indicator data, including overall as s et value, overall FCI, and overall FCI cost (deferred maintenance) values. • Assessment Methodology

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o Includes recap of data provided by client and overview of assessment process, terms and definitions • Appendix Report Data as follows:

o Funding Scenarios o Capital Renewal Requirements o Requirement Summaries and Cross-tabular Reports o Detailed Requirement Reports (Including Asset Summary, Requirement Descriptions)

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. Anyrequested revisions after final reports have been issued, in this circumstance, would be additional services at an additional fee.

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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, store, analyze and report the results of the condition assessment. • Where practical for field collection, VFA.auditor and KyKloud is utilized as tablet-bas ed field assessment tools to allow for system selection, photo capture, condition rating and input of attributes like install year, quantity/size. During the pre-assessment planning phase of the project, the ACP Project Manager will configure our software tools to align with the level of assessments / surveys agreed to. Data points like prioritization schemes, systems to be assessed and level of detail required will be setup and configured for downstream use by the assessment team. The ACP Project Manager will es tablis h read-only user accounts for designated Client personnel in VFA.facility during the course of the project allowing the Client to monitor progress, review data, and make comments on facility condition assessment data as it is being entered into the database. Clients may choose to continue to maintain this asset data and use the sophisticated decis ion support and assessment collection tools for ongoing facilities planning and management through additional software licens ing.

Software Overview

VFA.fa c ility An organization’s facilities are one of its most significant assets. Yet managing the wealth of information related to those facilities and their various building systems is an ongoing challenge, particularly for organizations with large and geographically diverse portfolios. Data about value, condition, age, and function, as well as about maintenance and renewal needs, is often scattered across multiple locations and systems, creating islands of knowledge. Capital planners may have limited ins ight into operational issues that could significantly 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 spending on facilities supports organizational objectives over the long term. VFA.facility empowers your organization with a central source of facility information, accessible across the organization. It provides facility managers, capital planners, financial analysts, and

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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

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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 toquickl y 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,

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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

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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 currentComputerized Maintenance Management System (CMMS) throughflat 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 reportsthat 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.

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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. • Quickly Find Assets - Search for regions, campuses or assets by name or select groups of assets that match criteria. Save searches for easy future reference.

• View Multiple Levels of Detail - See summary information about a group of assets, such as type, use, age, replacement value and condition; browse an asset list and map; or view details about an individual asset, including requirements by priority, category or system.

• Configure Your Own View - Each user can choose summary content they wish to see and configure its location on their summary view.

Designed using web services, VFA.facilityView can integrate data from other enterprise systems, such as work order management or financial systems.

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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

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Proposed Assessment Project Schedule Example (1 million sq. ft.)

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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 structure is used 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: Level 3: Level 4: Group Elements Individual Elements 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

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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: Level 3: Level 4: Group Elements Individual Elements Sub-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

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B3020 Roof Openings B3021 Glazed Roof Openings

B3022 Roof Hatches B3023 Gravity Roof Ventilators

C INTERIORS Level 2: Level 3: Level 4: Group Elements Individual Elements Sub-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

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C3030 Ceiling Finishes C3031 Ceiling Finishes

C3032 Suspended Ceilings C3033 Other Ceilings

D SERVICES Level 2: Level 3: Level 4: Group Elements Individual Elements Sub-Elements

D10 Conveying D1010 Elevators & Lifts D1011 Passenger Elevators

D1012 Freight Elevators D1013 Lifts

D1020 Escalators & Moving D1021 Escalators Walks D1022 Moving Walks

D1090 Other Conveying D1091 Dumbwaiters Systems 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 D2021 Cold Water Service Distribution 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 D2091 Gas Distribution Systems D2092 Acid Waste Systems D2093 Interceptors

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

D3030 Cooling Generating D3031 Chilled Water Systems 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 D3051 Terminal Self-Contained Units Units D3052 Package Units

D3060 Controls & D3061 Heating Generating Systems Instrumentation 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 & D3071 Piping System Testing & Balancing Balancing D3072 Air Systems Testing & Balancing D3073 HVAC Commissioning D3079 Other Systems Testing & Balancing

D3090 Other HVAC Systems & D3091 Special Cooling Systems & Devices Equipment D3092 Special Humidity Control D3093 Dust & Fume Collectors D3094 Air Curtains D3095 Air Purifiers D3096 Paint Spray Booth Ventilation

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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 D4031 Fire Extinguishers Specialties D4032 Fire Extinguisher Cabinets

D4090 Other Fire Protection D4091 Carbon Dioxide Systems Systems D4092 Foam Generating Equipment D4093 Clean Agent Systems D4094 Dry Chemical System D4095 Hood & Duct Fire Protection

D50 Electrical D5010 Electrical Service & D5011 High Tension Service & Dist.

Distribution D5012 Low Tension Service & Dist.

D5020 Lighting & Branch D5021 Branch Wiring Devices Wiring D5022 Lighting Equipment

D5030 Communications & D5031 Public Address & Music Systems Security 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: Level 3: Level 4: Group Elements Individual Elements Sub-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

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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: Level 3: Level 4: Group Elements Individual Elements Sub-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 F1031 Sound, Vibration & Seismic Const. Systems F1032 Radiation Protection F1033 Special Security Systems

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

F20 Selective Building F2010 Building Elements F2011 Building Interior Demolition Demolition Demolition F2012 Building Exterior Demolition

F2020 Hazardous Components F2021 Removal of Hazardous Components Abatement F2022 Encapsulation of Hazardous Components

G BUILDING SITEWORK (Included as part of Building Condition Assessment) Level 2: Level 3: Level 4: Group Elements Individual Elements Sub-Elements

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) Level 2: Level 3: Level 4: Group Elements Individual Elements Sub-Elements

G10 Site Preparation G1010 Site Clearing G1011 Clearing & Grubbing

G1012 Tree Removal & Thinning

G1020 Site Demolition & G1021 Building Demolition Relocation 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

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G1040 Hazardous Waste G1041 Removal of Contaminated Soil Remediation 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

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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 G3091 Industrial Waste Systems Utilities 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 & G4031 Site Communication Systems Security G4032 Site Security & Alarm Systems

G4090 Other Site Electrical G4091 Cathodic Protection Utilities G4092 Site Emergency Power Generation

G90 Other Site Construction G9010 Service & Pedestrian G9011 Service Tunnels

Tunnels G9012 Trench Boxes G9013 Pedestrian Tunnels

G9090 Other Site Systems G9091 Snow Melting Systems

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