CTR065767_Amendment_2.pdf

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Attached to
Master Agreement AZ|CTR065767
Contract number
CTR065767
Issued by
Arizona

About this file

This document is a Contract Extension Amendment (Amendment #2) for the Statewide Lead Service Line Identification and Inventory Services contract between the Arizona Department of Environmental Quality (ADEQ) and 120 Water Audit, Inc. The contract number is CTR065767, and the amendment was dated 10/20/2023. The primary purpose of this amendment is to add four new key personnel to the existing contract: Abby Warner, James Kerr, Sydni Montgomery, and Logan Turner.

The contract appears to be focused on lead service line identification and inventory services, which likely involves helping water utilities and municipalities map and document lead service lines in their infrastructure. The amendment includes resumes for the new key personnel, who all have experience in customer success, project management, and client relations specifically related to water compliance and lead service line replacement programs. The resumes demonstrate that these individuals have worked with various water utilities and organizations to support Lead and Copper Rule compliance, service line inventories, and related technological solutions. All other terms, conditions, and specifications of the original contract remain unchanged by this amendment.

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Text version

Form approved by CPO, 11/01/2018

CONTRACT EXTENSION

CONTRACT NO.:

AMENDMENT #:

TITLE:

CONTRACTOR:

CTR065767

Statewide Lead Service Line Identification and Inventory Services 120 Water Audit, Inc.

ADEQ PROCUREMENT

1110 W. Washington Street Phoenix, AZ 85007 602-771-4140

DATE: 10/20/2023

THE PURPOSE OF THIS AMENDMENT IS TO:

1. Add the following key personnel. Resumes of the approved key personnel are attached.

• Abby Warner

• James Kerr

• Sydni Montgomery

• Logan Turner

2. All other Requirements, Specifications, Terms and Conditions remain unchanged.

ARIZONA DEPARTMENT OF ENVIRONMENTAL QUALITY

ACKNOWLEDGEMENT AND AUTHORIZATION

This contract extension shall be fully executed upon the approval electronically in Arizona Procurement Portal (APP) eProcurement System by an authorized representative of the Contractor and applied to the contract in APP by the

Procurement Officer or delegate.

Available online at Arizona Procurement Portal (APP) eProcurement System https://app.az.gov https://app.az.gov/

Contact

Top Skills Business Analysis Entrepreneurship Cross-functional Team Leadership

Languages Spanish

Abby Warner Customer Advocate. Driven Leader. Passionate about technology and leveraging it to drive efficiency and clarity.

Fishers, Indiana, United States

Summary Passionate about leveraging technology and creativity to solve complex problems that drive business forward. Creative, strategic and resourceful leader with proven success managing teams, products, and processes.

Experience

120Water Chief Experience Officer April 2023 - Present (7 months) Zionsville, Indiana, United States

LaunchCodes COO & Co-Founder August 2022 - February 2023 (7 months) Indianapolis, Indiana, United States

Helping dtc brands launch & drop new products through better insights and amplified discoveries.

120Water 2 years 11 months

SVP of Customer Experience October 2021 - August 2022 (11 months) United States

Vice President of Client Success October 2019 - November 2021 (2 years 2 months) Zionsville, IN

The Brookfield Group Chief Operating Officer June 2014 - September 2019 (5 years 4 months) Carmel, IN

Responsible for driving business strategy, client growth and management of the day to day operations. Focused on creating synergy & growth through process alignment, enhanced customer experience, and team development.

RICS Software Director of Client Services August 2012 - June 2014 (1 year 11 months)

Responsible for oversight, process creation and management, budget planning and mentoring of all client facing teams and operations, including the Implementations Team, Training, Support, Account Management, Client Marketing, and Vendor Management.

Compendium 4 years 5 months

Director of Product August 2010 - September 2012 (2 years 2 months)

Manage Product strategy and overall development cycle. Working to ensure both strategic development and tactical work items of the Compendium platform work toward a common objective. Also work to develop partner relationships for integration opportunities. As well, lead the Product Support Team to ensure they deliver consistent, useful technical assistance to the Compendium client base

Director of Product Support October 2009 - August 2010 (11 months)

Developed, managed and lead day to day operations of the Tier 1 and Tier 2 Support offerings. Built contractor database for custom integrations. Worked collaboratively on strategic client initiatives to brainstorm, project plan, and direct integration. Worked to develop a process to effectively implement custom integrations using a contract development force.

Product Support Manager September 2008 - October 2009 (1 year 2 months)

Managed the inbound support queue responding to client questions and technical issues. Served as the liaison for the client to the Engineering team. Worked as the product owner to prioritize enhancements and bugs for development. Also developed a process for creating documentation for new feature releases.

Implementation Manager May 2008 - September 2008 (5 months)

Responsible for working client through the initial set-up of their blog, including creation within the Compendium Platform, keyword selection, design, and training on how to use the product.

B&N Holdings Client Relations and Administrative Manager November 2007 - May 2008 (7 months)

Responsible for the Administration of 7 companies within B&N Holdings as well as Client Relations for the B&N Shared Service leg of the organization.

LQ Performance Strategies 3 years 9 months

Operations Manager February 2004 - October 2007 (3 years 9 months)

Primary Contact for the implementation of training and coaching contracts.

Duties include facilitator selection, primary client contact for event coordination, participant feedback summarization, and managing contractor invoices and expenses.

•Developed process for client integration and contract implementation, establishing a seamless, consistent and branded client experience.

•Designed and developed an SharePoint Site used for the planning and scheduling of all events. Resulting in more effective utilization of resources, increased efficiency for scheduling, and a centralized location for event information.

•Created all documents necessary to manage relationships with Contact Trainers and Coaches, resulting in clear expectations and accountability for extended staff and consistent branding and representation with clients.

•Coordinated and managed logistics for 81 training sessions in 81 different locations using 14 Trainers, all occurring in 10 training days.

Office Manager February 2004 - November 2005 (1 year 10 months)

Team Leader responsible for managing the day-to-day operations of the office, leading company morale initiatives and coordinating of internal events.

•Led office relocation. Consulting on space design, furniture selection, technology integration, moving logistics and communication to all vendors, clients, contractors and employees.

•Developed and implemented LQ Employee Recognition Program to raise company morale and increase recognition for exemplary service and results

•Developed New Hire Orientation and Training Program including leader guide, participant materials and an employee integration checklist.

•Managed vendors in initiative to upgrade computer and phone technology improving remote access and system reliability performance.

•Renegotiated binding costs of materials with primary printing vendor reducing cost by 28% per participant manual from $4.29 to $3.09.

•Partnered with marketing and design firm and internal team members to coordinate redesign of company website

Education DePauw University

· (1999 - 2002)

Jasper High School

James C. Kerr

__________________________W_o_r_k_E_x_p_e_r_i_e_n_c_e_________________________

120Water, Business Development Representative, Remote January 2023 - Present

● Excelled in cold calling and email outreach, consistently exceeding performance targets.

Demonstrated proficiency in crafting compelling sequences and persuasive cold emails, contributing to lead generation and revenue growth. Played a vital role in expanding the client base and supporting the company’s mission of revolutionizing Lead and Copper Rule Revision management.

Fort Lewis College, Teaching Assistant, Durango, CO September 2021 - May 2022

● Aided two different history professors in their introductory level history courses. Roles included helping students improve their writing, leading study groups, and teaching classes on several different occasions.

Fort Lewis College, Peer Educator, Durango, CO September 2021 - May 2022

● Chosen for the role of helping students across the history department with their essays and assignments. Had to put complex research and writing techniques into understandable language for struggling students. This position allowed for growth as a teacher and a student in history.

Wesley and Rose/11th Street Station, Server, Buena Vista, CO, Durango, CO 2018 - 2021

● Worked as a server in these two restaurants during different periods from 2018 - 2021.

Learned how to interact and make connections with people of many different backgrounds with only brief interactions. Obtained proficient skills in up-selling and keeping customers happy.

Education________________________________________________________________ Fort Lewis College

● Major: History

● Graduation date: May 2022

● GPA: 3.84

● Major GPA: 3.92

● Magna Cum Laude

ㅡ E

SUMMARY

Logan Turner is an experienced Project Manager with a passion for leveraging technology to solve complex problems improving customer operations. He’s an attentive, strategic, and resourceful leader with proven success managing teams. He oversees all aspects of customer experience at 120Water including implementation, project management, delivery, and fulfillment operations. Logan will act as a resource and escalation point for any programmatic aspects of the relationship.

ㅡ C

Logan Turner Director of Client Success

DUCATION

Indiana University

ORE SKILLS

Product Management Customer Relationship Management Business Development

ROLE AND RESPONSIBILITIES

Will ensure that all products and software not only meet but exceed expectations and ensure client success. Abby Warner, SVP of Client Experience, will also be involved in product management and fulfillment, guaranteeing client standards are met.

120Water

Director of Client Experience 2021–Present

Solutions Consultant 2020-2021

Senior Account Executive 2019-2020

ㅡ

INDUSTRY EXPERIENCE

Buffalo Water Lead Committee Member

Newark Water & Sewer Lead Consultant & Advisor

RELEVANT PROGRAM EXPERIENCE

SUEZ North America / Compliance & LSLR Program

2019-PRESENT

SUEZ North America partners with 120Water for various solutions, ranging from LCRR Assessments covering all SUEZ PWSID’s, Lead Service Line Replacement Samping, LCR Compliance Sampling, Verification Test kits and Communications to the public. Logan has overseen national program adoption and solution delivery for SUEZ systems.

Buffalo Water Lead and Copper Rule

2020-PRESENT

Buffalo Water, managed by Veolia, partnered with 120Water to mitigate risk for the City of Buffalo. 120Water was hired to lead all sampling programs within the city, offering 1st & 5th-liter sampling to study the impact of the newly introduced trigger level. Buffalo Water will be leaning on 120Water to manage verification of unidentified services lines, coordinating replacement and sampling, facility identification, sample plan creation, and sample collection as well as managing all public outreach campaigns to support the various lead abatement programs.

Citizens Energy Group / Lead Testing in Schools 2019-Present Citizens Energy Group hired 120Water to develop a lead service line inventory and implement predictive modeling to support their IURC submission for initiating Lead Service Line Replacement. Logan led the initial program evaluation, and is supporting the capital funding request for successive lead service line replacement phases of the partnership.

SYDNI MONTGOMERY

CUSTOMER SUCCESS SPECIALIST

With a background in Customer Success and SaaS, my goal is always to provide clients with the tools they need to succeed. As a Customer Experience Manager at 120Water, I empower clients to take charge of their path towards compliance and support them on their journey towards providing clean water to their communities.

WORK EXPERIENCE

120Water | Client Experience Manager

September 2023 - Present

EDUCATION

2018-2022 | Marian University, Byrum School of Business

Bachelor of Science in Marketing and Business Analytics

GPA: 3.70/4.00

Magna Cum Laude, Dean’s List Recipient

AREAS OF EXPERTISE &

SKILLS

Google/Adobe Analytics

Digital Marketing Strategy

Account Management

Written and Verbal

Communication

Self-Starter

Problem-Solver s

Manage book of clients in excess of $200k ARR and serve as day-to-day point of contact

Ideate and execute high-impact digital strategy recommendations that drive performance and maximize digital revenue

Lead quarterly client meetings to review performance, re-align on partnership goals and present new opportunities

Utilize campaign data to tell a powerful story

Pilot new CSA role structure by supporting 6 Customer Success

Managers and their clients

Streamline client management processes for Mid-Market clients to maximize profitability

July 2022 - September 2023

Wunderkind | Customer Success Associate

Lead and manage delivery of a portfolio of clients and their LSLI programs

Build relationships with clients to be a trusted source and reference throughout their compliance journey

Guide, lead, and manage customers through required deliverables for success

Assist in reporting and data analytics of client portfolio

Proactively identify gaps and challenges while seeking opportunities to enhance the client lifecycle and support processes

Collaborate with peers to ensure optimal support of client activity and to deliver front-line feedback

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