FM Solutions.pdf

REQUEST FOR QUALIFICATIONS

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

Available online at: appstate.az.gov Page 3 of 17

ATTACHMENT 1: OFFER AND ACCEPTANCE FORM

OFFER

TO THE STATE OF ARIZONA:

The Undersigned hereby offers and agrees to furnish the material, service and/or construction in compliance with all terms, conditions, specifications and amendments in the Solicitation and any written exceptions in the offer. Signature also certifies Small Business status if checked below (No. 4).

Company Name Signature of person authorized to sign

Address Printed name and title

City, State, ZIP Contact email address

Unique Entity ID (SAM #) ROC #(s)

Federal Tax Identifier (EIN or SSN) State Tax Identifier

By signature in the Offer section above, the Offeror certifies:

1. The submission of the Offer did not involve collusion or other anticompetitive practices.

2. The Offeror shall not discriminate against any employee or applicant for employment in violation of Federal

Executive Order 11246, State Executive Order 2009-9 or A.R.S. §§ 41−1461 through 1465.

3. The Offeror has not given, offered to give nor intends to give at any time hereafter, any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor or service to a public servant in connection with the submitted offer. Failure to provide a valid signature affirming the stipulations required by this clause shall result in rejection of the offer. Signing the offer with a false statement shall void the offer, any resulting contract and may be subject to legal remedies provided by law.

4. The Offeror certifies that the above referenced organization ___ IS/ ___ IS NOT a small business with less than 100 employees or has gross revenues of $4 million or less in prior FY.

ACCEPTANCE OF OFFER (To be filled out by Procurement Manager)

The Offer is hereby accepted.

The Contractor is now bound to sell the materials or services listed by the attached contract and based upon the solicitation, including all terms, conditions, specifications, amendments, etc., and the Contractor’s Offer as accepted by the State.

This Contract shall henceforth be referred to as Contract No._________________________________.

The effective date of the Contract is ____________________________________________________.

The Contractor is cautioned not to commence any billable work or to provide any material or service under this contract until Contractor receives purchase order, contact release document or written notice to proceed.

State of Arizona Awarded this _____day of__________________2024

Procurement Officer:___________________________________________

Contact Phone Number (Office) Contact Phone Number (Mobile) https://appstate.az.gov/ HeatherU Typewriter FM Solutions Management LLC

HeatherU Curtis Signature

HeatherU Typewriter

PO BOX 30102

HeatherU Typewriter

MESA, AZ 85275-0102

HeatherU Typewriter 85-3394060

HeatherU Typewriter 602-265-7900

HeatherU Typewriter

ZFHFLZ2NTUT2

HeatherU Typewriter busops@fmsolutions.net

HeatherU Typewriter 602-763-0050

HeatherU Typewriter Curtis Slife, President

HeatherU Typewriter N/A

HeatherU Typewriter X

HeatherU Typewriter N/A

Attachment 2-A: Offeror Information Questionnaire

FM Solutions Management LLC|PO Box 30102 Mesa, AZ 85275 602-265-7900|busops@fmsolutions.net

Title, Budget, Year

Completed Proposed Key Personnel Best Practices and Lessons Learned

Coconino County

Facility Master Plan

Update, CIP/Renewal

Planning,and Facility

Condition

Assessments

$162k

Curtis Slife, Architect, FMS

Emily Kutzler,Lead Designer, FMS

Jeffrey Chambers,Lead FCI Assessor, FMS

Heather Unger, Project Manager, FMS

FMS has learned to provide services with a collaborative approach working with Coconino County since 2007. Our services assist with the development and implementation of management strategies and budgeting for a 10-Year

CIP, and capital renewal projects with escalated costs for their diverse building portfolio.

City of Phoenix Facility

Condition

Assessments and Arc

Flash Analysis for IT

Radio Tower Sites

$156,100

Jeffrey Chambers, Senior FCA

Assessor, FMS

Emily Kutzler, Lead Designer, FMS

Heather Unger, Project Manager, FMS

MPE Engineer, LSW, Arc Flash

Subconsultant

FMS' facility management and assessment experience provides consistent, clear communication with the city and our consultants resulting in timely reporting deliverables, captial renewal costs over a 20 year facility life cycle, deficiency identification and prioritzation, and repeat business for similar project work.

City of Tempe, Facility

Condition Assessment-

14 Mission Critical

Facilities

$50,200

Curtis Slife, Architect, FMS

Emily Kutzler,Lead Designer, FMS

Jeffrey Chambers,Lead FCI Assessor, FMS

Heather Unger, Project Manager, FMS

FMS has developed our proprietary software and implementation strategies to improve, repair, and upgrade the buildings providing a Prioritization of equipment and system-wide needs,Asset Analysis, Project Cost Estimating and forecasting for 10-year CIP and Capital renewal projects.

APS, Verde Valley

Ground Up Service

Center

$6.8M

Curtis Slife, Architect, FMS

Emily Kutzler, Lead Designer, FMS

Basalt Building Group, GC

Peak Engineering, MPE

Hutzel, Environmental Consultant

Kitchell-SWPPP(Storm Water Pollution

Prevention Plan)

Project included all phases of Design and Contract

Administration for facility construction, elevations, roadways, fencing, parking, landscaping, retention areas, laydown areas, and easements, requiring FMS’ best practices and coordination with FCDMC (Flood Control

District Maricopa County, AZ) and the owner (APS) to secure the Maricopa County Floodplain Use Permit.

City of Tempe Library

Complex ADA

Compliance and

Parking TI

$100k

Curtis Slife, Architect, FMS

Emily Kutzler, Lead Designer, FMS

Doug Michel, Construction Manager

FMS

Civil Engineer, Alta Southwest

Effective communication practices, a strong understanding of JOC project delivery, and years of successful partnership with our civil engineering subconsultant were pivotal to the success of this project, which involved removing physical barriers, regrading and replacing asphalt pavement, as well as sealcoating and restriping the three parking lots.

1. Describe the firm’s and the proposed lead team member’s previous design and construction administration experience for projects similar in size and scope to this project.

Firm: FM Solutions Management LLC is an Arizona-based architectural firm with over 20 years of experience serving the Phoenix metro area and statewide. FM Solutions self–performs all work associated with Architecture, Interior Design, Facility Management, Facility Assessments, Master Planning, Construction and Project Management, Cost Estimates/CIP planning, and all services associated with these disciplines. Serving mid-to-large organizations across both public and private sectors, our team brings extensive expertise in the planning, design, maintenance, and operations of government agency work environments. We understand what it takes to create and sustain a workplace that functions efficiently and effectively.

Proposed Lead Team Member: Curtis Slife has facility management background (RCFM, FMP, IFMA Fellow) and 40+ years of government agency architectural technical experience (AIA, NCARB). He leads the FMS team’s focus on delivering effective and functional solutions from an owner’s perspective.

2. Projects similar in size and scope to this project.

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division

Available online at: appstate.az.gov Page 5 of 17

ATTACHMENT 2-B: EXPERIENCE AND ORGANIZATIONAL PROFILE

Failure to fully address all information requested may cause the bid to be determined non-responsive.

Firm Name Year Established

Principal Address (Street, City, State)

Years’ Experience performing services similar in size and scope as required by this solicitation.

Years the organization has conducted business in the State of Arizona.

CONTRACT REPRESENTATIVES TO CONTACT

Name Title Telephone Number E-Mail Address

THREE (3) PROJECTS COMPLETED BY FIRM SIMILAR IN SIZE AND SCOPE / REFERENCES

1 Client Company/Address Contact Begin Date End Date

Phone Number Email Address

Services Provided Similar to Those Described in Solicitation

2 Client Company/Address Contact Begin Date End Date

3 Client Company/Address Contact Begin Date End Date

20252023 https://appstate.az.gov/ NancyA Typewriter FM Solutions Management LLC

NancyA Typewriter

NancyA Typewriter PO Box 30102, Mesa, AZ 85275

NancyA Typewriter

NancyA Typewriter

NancyA Typewriter Heather Unger VP Operations 602-448-5355 hunger@fmsolutions.net

NancyA Typewriter Marie Geiman Accounting 602-393-7559 mgeiman@fmsolutions.net

NancyA Typewriter City of Tempe/ 31 E Fifth St, MS 01-08 Tempe AZ 85281

NancyA Typewriter Charles Bladine

NancyA Typewriter 480-662-7610

NancyA Typewriter charles_Bladine@tempe.gov

NancyA Typewriter An objective and technical analysis of the physical condition of each facility. Identified the FCI and costs to correct the deficiencies with a 10-year priority-based costs and implementation report

NancyA Typewriter City of Phoenix/ 200 Washington St, Phoenix, AZ 85003

NancyA Typewriter Eric Borquez

NancyA Typewriter 602-534-0464 Eric.borquez@phoenix.gov

NancyA Typewriter Performed an ASTM E2018-15 assessment and IEEE 1584-2018 arc flash analysis of each facility.

Created the FCI and a 20-year life cycle replacement estimate, drawings in CAD and PDF, and full reports for each site

NancyA Typewriter Coconino County, AZ/ 2500 N. Fort Valley Road, Bldg 2 Flagstaff, AZ 86001

NancyA Typewriter Tom Hanecak

NancyA Typewriter 928-679-8802 thanecak@coconino.az.gov

NancyA Typewriter Facility master planning and assessment services to develop and implement building portfolio management strategies.

Identified the FCI per Facility and presented the Facilities10-year CIP and Capital Renewal Budget and report to the County Board of Supervisors.

Attachment 3-A - Method Proposal

1. Substantiate how your team can most effectively undertake the requirements and responsibilities associated with the on-call architectural services for the state of Arizona and your proposed team’s understanding of this scope of services by:

a) Providing an organizational chart clearly identifying the lines of authority.

b) Describing your current workload and availability of designated team staff (including Sub- Consultants). Indicate the relationship of the work in this RFQu to the firm’s other current projects.

We keep our senior project managers at 30% free capacity every two to three months which allows us to use them on new projects. We support our project managers with a dedicated team specifically resourced by their specialties and qualifications based on the client and project type to assure value and quality performance in all present and future projects for the State of Arizona Department of Administration.

The following chart may be utilized to show current workload of proposed team members. Additional lines may be added as needed.

Project Team Member Current Workload Commitment

Total Availability

Name and Title: Curtis Slife, President, Architect of Record

City of Tempe 30%

30% City of Apache Junction 10% Principal in Charge 30%

Name and Title: Emily Kutzler, Senior Interior Designer, AIT

City of Tempe Projects 40%

City of Phoenix Assessments 20% City of Apache Junction Projects 10%

Name and Title: Jeffrey Chambers, Senior FCI Assessor

City of Phoenix Assessments 40%

City of Apache Junction Assessments 10% Energy Northwest Assessments 20%

Name and Title: Doug Michel, Senior Construction Manager

City of Tempe 80%

5%

Longpoint Financial 10% Construction Management Support 5%

Name and Title: Heather Unger, VP Business Operations

City of Tempe 20%

City of Phoenix 10% Business Operations 40%

2. Describe how your firm determines project deliverables.

FMS manages the project deliverables and project construction based on the type of project delivery, complexity of the project, and how we will attain the short- and long-term goals of the project. In a Design-Build, DBB, CMAR, JOC or other type of project delivery the necessary Architects, Interior Designers, Engineers, and other subconsultants and contractors are contracted and managed by FMS as the single point of contact. We understand the importance of working closely with all stakeholders to communicate and provide a successful strategic plan. FMS will develop a comprehensive scope as quickly as possible to assist in decision making and communication with the project team. A formal CD review meeting occurs at 30 percent, 60 percent and 90 percent completion points of our design work so everyone is up to date as we progress.

Also, describe your proposed team’s general approach to managing the assigned on-call projects of various sizes and complexity.

We have considerable experience in low bid construction. We know there are several individuals that will be affected by our design including, the clients occupying/using the space we design, our customers who are concerned about the long-term life cycle of the facility, security and infrastructure personnel with operations and maintenance concerns, and politicians and bosses that all are needing to have some level of understanding of government agency projects. This approach requires a higher degree of Construction Document and management quality and communication that we provide to facilitate a smoother project.

3. Are you familiar with Job Order Contracting projects?

Yes, we have experience with the City of Tempe with this type of project delivery.

How can your firm support a project manager with defining quantities and units of measure?

We can perform a construction services cost analysis and review the JOC’s proposal compared to the Construction Documents for the estimated materials, then provide feedback on any discrepancies and omissions, or need for clarifications we itentify.

4. Once the State has accepted the Design schedule, demonstrate how your firm will manage and maintain the schedule dates.

Phased Scheduling Plans keep the assigned task orders on track, show the sequence and duration of major activities. and identify major milestones, key interfaces, the critical path, and contingency periods. We provide the standard Gantt chart of course, but also a detailed project plan that is updated weekly to keep the project team informed of the project progress in a timely manner. We also know managing the design process requires an aspect of confidentiality and will collaborate with the states facilities team to communicate accordingly.

5. List standard turn-around time for design requests/changes, RFI’s, submittals, and differing situations that may impact time constraints. We have a commitment to the contractor in writing on our Construction Documents that we will respond to RFI’s within 24 hours. We also commit to a turn around on submittals within five days.

6. Detail your firm’s quality control process related to specific plans, specifications, and construction documents. FMS has a small, dedicated team of designers and architects with 10+ years of experience in architecture. Each project is assigned to one of these leads who review the plans, specifications, and construction documents against our checklists, professional experience, and the specific project requirements at every step of the process. We also strongly welcome and encourage that the client’s representative review and comment on all project deliverables at development milestones to ensure the project is continually meeting or exceeding client expectations.

7. Procore Project Management Software usage is a requirement. Demonstrate how your firm plans to implement Procore on this On-Call contract?

We have used Procore to obtain project information from a GC. Photos, Submittals, RFI’s, etc. FMS has used Procore as a guest user on a GC’s account, primarily for exchange of CA and closeout information.

FMS does not have its own subscription to Procore but is willing and able to work within that system to meet client needs.

8. Does your firm use dimension on the construction drawings? Explain your firm’s design plans between scaling and dimensioning on Design drawings.

Yes, FMS uses dimensioning on construction drawings. We also draw all plans to-scale and provide a visual scale on drawings. FMS prefers that the GC take all dimensions for construction from the given dimensions vs scaling off the drawings. Our standard dimensioning is provided in a continuous string across the project area from surface of existing wall, centerline of column, and either north or west face of stud on new construction for ease of layout. Additional smaller dimensional strings are provided where needed.

9. On Design Drawings, are you able to use pictures or drawings with notes regarding tie-in points and locations?

Yes, FMS is able to include pictures or hand sketches to increase clarity, both as informal documents and if needed as a part of the construction documents. Because FMS uses Revit for all drafting we can also provide rough 3D views with basic shading/color blocks.

10. Below is an example of the State’s response to a design drawing and the design professional’s response to the owner. Can your firm deliver this type of response deliverable?

Yes. We regularly use PDF markups as part of the client review and CA process.

Attachment 3-B: Key Personnel Proposal

OFFEROR NAME: FM Solutions Management LLC Instructions: Answer all questions thoroughly in the spaces provided. This form shall be completed for each key personnel involved in performance of this contract. A separate resume (maximum one (1) page) may be included using the second page of this Attachment. The resume is to be used to supply relevant information pertaining to the performance of this contract and is to be supplemental to the information below and is not to be used to replace this form.

Curtis Slife, President, AIA, NCARB, RCFM, FMP, IFMA FELLOW___________________________________ Employee Name

Current Information Position Currently Held in Firm: President, Architect of Record Years With Firm: 23 Years in Current Position: 23 Role Under this Contract: Architect of Record Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: 20

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. 50%

Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Architectural Principal, Architect of record, and technical lead. Responsible for Cost Estimating, Budget Creation, Plant Registrant Plan review services, Feasibility Studies, Facility Life Cycle Analysis, Code and Life Safety Analysis Describe the key personnel’s experience in performing the services required by this contract.

40+ years of experience in Architecture, Interior Design, Facility Management, Asset Management, Cost Estimating, Facility Life Cycle Analysis, Code and Life Safety Analysis, BOMA Calculations, Strategic Planning, Benchmarking, Project Management.

List the key personnel’s job-related training and education. BS in Interior Architecture, IFMA Fellow, NCARB, AIA, Certified Facility Manager, FMP, IFMA Certified Trainer for CFM and FMP. Self-certified Architect with the City of Phoenix for plan review services and is a Plant Registrant (plan reviewer) for the City of Tempe.

3. In Attachment 3-B. Provide key personnel by the name, title, and directly responsible person who will be engaged in the work. An individual may be identified for more than one project discipline, or multiple individuals named to one single discipline. Describe each Individual’s specific qualifications and experience directly related to each type of Services proposed. Focus on the proposed individual’s specific duties and responsibilities and how project experience is relevant to each type of proposed Services.

Instructions: Answer all questions thoroughly in the spaces provided. This form shall be completed for each key personnel involved in performance of this contract. A separate resume (maximum one (1) page) may be included using the second page of this Attachment. The resume is to be used to supply relevant information pertaining to the performance of this contract and is to be supplemental to the information below and is not to be used to replace this form.

Emily Kutzler, NCIDQ, AIT_________________________________________________________________

Position Currently Held in Firm: Senior Interior Designer, AIT (Architect in Training) Years With Firm: 11 Years in Current Position: 8 Role Under this Contract: Senior Project Designer Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: 25

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. 50% Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Senior Interior Designer, and architect in training responsible for schematic design, programming, Interior design, Contract Documents, Space analysis, Design Standards, ADA compliance design, Space planning and design deliverables.

Describe the key personnel’s experience in performing the services required by this contract.

11 Years of experience in commercial and municipal Interior Design, Master Planning, Cost Estimating, BOMA Calculations, Building Information Modeling (BIM), Space Assessments and Estimation, ADA Compliance Design, Revit drawings and renderings

List the key personnel’s job-related training and education.

NCIDQ Certified, IIDA, ASU Bachelor of Science of Interior Design, Advanced CADD Certification

3. In Attachment 3-B. Provide key personnel by the name, title, and directly responsible person who will be engaged in the work. An individual may be identified for more than one project discipline, or multiple individuals named to one single discipline. Describe each Individual’s specific qualifications and experience directly related to each type of Services proposed. Focus on the proposed individual’s specific duties and

Curtis Slife, AIA, NCARB, RCFM, FMP, IFMA FELLOW

FMS President, Principal-in-Charge Curtis, President of FMS, has more than 40 years of experience in Architecture, Interior Design, Facility Management, Asset Management and Project Management.

He is one of the founders and CEO of FM Solutions. He has designed and managed a wide array of project types ranging from ground up construction, building TIs and expansions, to feasibility studies and complete county master plans. He has vast experience with the private sector, as well as several government agencies and utilities throughout Arizona, and the USA.

Curits is also self-certified with the City of Phoenix for plan review services and is a Plant Registrant (plan reviewer) for the City of Tempe.

He is a past Chair of Arizona USGBC and is currently working on multi-organizational initiatives that bring University Students and Businesses together. He is one of the 8 key IFMA Fellows Advisers on a national level and has recently been appointed to be on the IFMA Fellow Nominating Committee and is State Facilithon Co-Chair for the ongoing Facilithon competition for Skills USA. He is the designer of the Asset Management Tool called “Facilitize” (Capital Renewal and Operational & Maintenance Tool). Curtis also teaches classes at ASU in Facility Assessments, Facility Management, Business and Finance, Project Management, Energy Management and Procurement. Curtis is passionate about providing prudent, pragmatic solutions based on our clients’ facilities functional needs and culture.

PROJECT EXPERIENCE

Coconino County, AZ | Facilities Master Plan, Design & Assessment Services FMS has worked with the County since 2007 providing Facility Master Plan services. In the years that followed, we provided additional services such as Court design, TI’s and Assessment Services for their complete portfolio of 75 buildings totaling 693,565 gross square ft of assessments performed. Assessments included a total listing of all the Facility Assets along with photos and deficiencies. All Deficiencies are estimated with a cost for repair, prioritized and categorized. The outcome is a Facility Condition Index (FCI) per Facility, and a Capital Renewal Budget per year for the next ten years. Coconino County also subscribes to FMS’ Computer Maintenance Management System (CMMS) FMS provided for each of their assets a maintenance program and “Work Order System”. Role: Principal-in- Charge.

City of Tempe | Ongoing Contract | Architecture, Assessment Services FM Solutions has an ongoing contract with the City of Tempe to provide Architectural Design, Project Management and Assessment services ranging from tenant improvements to site feasibility studies. FMS has worked with the city since 2014, and Curtis is the current Plant Registrant for the City of Tempe responsible for construction document plan review services.

Curtis and the FMS team collaborated with the city to create their design criteria manual, and other architectural resources for the city’s facility management operations. FMS currently provides these and various other architectural, construction management and facility assessment services on behalf of the city thorough our ongoing on-call contract.

EXPERIENCE WITH

FM SOLUTIONS

Since 2002

23 Years

Current Position- President and

Architect of Record

EDUCATION

Kansas State, BS Interior

Architecture

LICENSES &

CERTIFICATIONS

IFMA

Fellow NCARB

#116058

AIA

#15252

Certified Facility

Manager

FMP

IFMA Certified Trainer for

CFM and FMP

OSHA 10

PROFESSIONAL

AFFILIATIONS

IFMA

USGBC

FM Forum

Presidents Group IFMA Fellow

Leadership Group State Facilithon

Chair

COMMUNITY SERVICE

Habitat for Humanity

Sojourner Center Lost our Home

Kennel City of Phoenix Adopt-A-Street

SVDP Adopt-a-Family

Instructions: Answer all questions thoroughly in the spaces provided. This form shall be completed for each key personnel involved in performance of this contract. A separate resume (maximum one (1) page) may be included using the second page of this Attachment. The resume is to be used to supply relevant information pertaining to the performance of this contract and is to be supplemental to the information below and is not to be used to replace this form.

Jeffrey Chambers________________________________________________________________________

Position Currently Held in Firm: Senior Facility Manager, Certified FCI Assessor Years With Firm: 8 Years in Current Position: 8 Role Under this Contract: Senior Facility Manager, Certified FCI Assessor Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: 20

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. 50%

Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Senior Facility Condition Assessor, leader, and main point of contact for the FMS facility consulting team responsible for Facility Condition Assessments and Facility Consulting services.

Describe the key personnel’s experience in performing the services required by this contract.

40+ years of Facility Condition Assessment experience with extensive experience in asset management application, analysis, field installation and maintenance of MPE systems. Universal Technical Institute, HVAC Service, 1994 Sheet Metal Apprenticeship, Sheet Metal, 1984 List the key personnel’s job-related training and education.

Certified FCI Assessor, EPA Courses & Certification for Universal Refrigeration Handling & Management International Training Institute's Instructor, Training for Service Work 1, 2, 3 & 4, Sheet Metal Journeyman, OSHA 30 Hour Training Qualifying Party for ROC HVAC/Plumbing Residential & Commercial licenses for 7 years. 19 years managing facilities and performance contracting, BAS and test and balance services. General Contractor, and Plant Manager for the State of Arizona.

3. In Attachment 3-B. Provide key personnel by the name, title, and directly responsible person who will be engaged in the work. An individual may be identified for more than one project discipline, or multiple individuals named to one single discipline. Describe each Individual’s specific qualifications and experience directly related to each type of Services proposed. Focus on the proposed individual’s specific duties and

FM Solutions Management LLC PO Box 30102

Mesa, AZ 85275

Emily Kutzler, NCIDQ, AIT Senior Project Designer Emily is a talented Interior Designer. She has a keen ability to look at the big picture without losing sight of those small, vital details of a project. She has master planned an 80+ acre site and detailed the connection point between a window and wall with equal levels of dedication and attention to detail. Emily strongly believes that listening and critical thinking paired with the basic principles of design is a solid foundation for any project. However, one should never stop learning or striving for a better solution. The spaces where people work, live or play have a life cycle just like the people that use them, and it’s just as important to design for five years from now as it is for the present.

PROJECT EXPERIENCE

City of Tempe, AZ | Ongoing Contract | Architectural Services FM Solutions has an ongoing contract with the City of Tempe to provide Architectural Design, Project Management and Assessment services ranging from tenant improvements to site feasibility studies. Emily has worked with the city since 2014.

Emily and the FMS team collaborated with the city to create their design criteria manual and other architectural resources for the city’s facility management operations. She leads the FMS design team to provide architectural design, construction documents, construction administration, and various other architectural services on behalf of the city to ensure project success on behalf of the city thorough our ongoing on-call contract. Role: Lead Interior Designer

Coconino County, AZ | Ongoing Contract | Facilities Master Plan, Design In 2007 FMS began working with the County as we provided Facilities Master Plan services followed by 2 updates in 2009 and 2014. The latter of these resulted in FMS providing additional Assessment Services for the complete portfolio of their space. All Deficiencies were estimated with a cost for repair, prioritized then categorized with a Facility Condition Index (FCI) per Facility. Design remodel projects were defined in the master plan to create the 10-year CIP budget plan. Emily provided design services for the space assessments, and project definitions and projected costs based on the projected growth of the County. Role: Lead Interior Designer

City of Phoenix, AZ | Facility Assessments | Architectural Services FMS conducted an ASTM E2018-15 Standard Facility Condition Assessment of 11 City of Phoenix Facilities and performed a technical analysis of the physical condition of the facilities at multiple locations around the city of Phoenix.

Under Emily’s leadership the FMS team developed as-built drawings, architectural site plans, floor plans, finish schedules, and provided parcel numbers for each facility.

Items assessed were building shell, building interior, HVAC, electrical and electrical distribution, plumbing, fire protection, and special construction. Also identified were code compliance issues, fire/life-safety issues, and readily achievable ADA requirements. FMS services included assessments, benchmarking, architectural/interior design, and similar services. Role: Lead Interior Designer

EXPERIENCE WITH

FM SOLUTIONS

Since 2014 11 Years

Current Position- Senior Interior

Designer

Architect in Training

Time in current position

8 Years

ASU - Bachelor of Science of Interior

Design – 2014

Pima Community College – Associates of Applied Science in

Computer Aided Drafting and Design -

NCIDQ #33469

Advanced CADD

Certification

PROFESSIONAL

AFFILIATIONS

IIDA #1072465

COMMUNITY

SERVICE

Adopt-A-Street

Adopt-A-Family Nourish PHX

PO Box 30102 Mesa, AZ 85275

602-265-7900

Jeffrey W Chambers Senior Facility Manager, Certified FCI Assessor Jeffrey has 40 years of Facilities Condition Assessment and Facility Management experience providing these services to a wide range of clientele. He has extensive experience in application, analysis, field installation and maintenance for Mechanical, Plumbing and Electrical systems. During his career, Jeffrey worked as a Service Facility Manager for one of the premier companies in the Valley for 19 years where he managed facilities as well as provided performance contracting, BAS and test and balance services. Jeffrey rounds out his experience as a General Contractor, and Plant Manager for the State of Arizona.

PROJECT EXPERIENCE

City of Tempe | Facility Condition Assessments-14 Various Facilities FMS has worked with the city since 2014 on facility condition assessments and architecture services for their facilities portfolio of 3,163,280 GSF. This project involved a subjective and technical analysis of the physical condition of the facilities. The ASTM E2018-15 facility condition assessment identified the deficiencies and cost required to bring each facility to a standard condition based on the FCI (Facility Condition Index). The analysis identified the building deficiencies and necessary improvements. Jeffrey led his team and coordinated the work with the city to perform the analysis and evaluation of the facility assets.

Recommendations for improvement, 10-year CIP, capital renewal, and approaches based upon cost of deficiencies, and ongoing maintenance were provided in the final reports and presented to the City Council. Role: Assessment Manager, Lead FCI Assessor

Coconino County, AZ | Facilities Master Plan, Design & Assessment Services FM Solutions performed the ASTM E2018-15 facility condition assessments of mission critical and Parks and Recreation Facilities (138,927 SF), and a 10-year Facilities Master Plan (FMP) that was developed to meet the needs of the growing County. Assessment services were performed by Jeffrey’s team of Certified FCI Assessors. The County utilizes FMS software to oversee its Capital Renewal program and Work Order Maintenance (CMMS) to facilitate an annual update of the Facility Condition Index (FCI) and streamline the management of ongoing maintenance work orders. Deficiencies were estimated with costs for repair, prioritized and categorized. Recommendations for improvement, 10-year CIP, and capital renewal, based on cost of deficiencies, and ongoing maintenance were provided in the final reports and presented to the Board of Supervisors. Role: Assessment Manager, Lead FCI Assessor

City of Phoenix, AZ | Facility Condition Assessment Services Jeffrey led his team with a Facility Condition Assessment and inventory of the property components for the ten separate properties for site, structural, architectural, mechanical, plumbing, electrical and life safety systems pursuant to the scope for facility condition assessments as defined by the ASTM E 2018-15 standard. Our electrical engineering consultant provided the IEEE 1584-2018 arc flash analysis of the ten facilities and installed the labeling on each asset. The comprehensive analysis and reporting provided the City’s public works department with the FCI rating for each facility and a 20-year life cycle replacement estimate and equipment inventory in an Excel format. Role: Assessment Manager, Lead FCI Assessor

EXPERIENCE WITH

FM SOLUTIONS

Since 2017

8 Years

Current Position- Senior Facility

Manager

Arizona State

University, Construction

Finance & Scheduling, 1996

Universal Technical Institute, HVAC

Service, 1994

Sheet Metal Apprenticeship, Sheet Metal, 1984

Certified FCI

Assessor EPA Courses & Certification for Universal Refrigeration Handling &

Management International

Training Institute’s Instructor Training for Service Work 1, 2, 3 & 4

Sheet Metal Journeyman

OSHA 30 Hour Training

Qualifying Party for ROC HVAC/Plumbing

Residential & Commercial

Licenses for 7 years

COMMUNITY

SERVICE

Boy Scouts of America St. Mary’s Food Bank

Instructions: Answer all questions thoroughly in the spaces provided. This form shall be completed for each key personnel involved in performance of this contract. A separate resume (maximum one (1) page) may be included using the second page of this Attachment. The resume is to be used to supply relevant information pertaining to the performance of this contract and is to be supplemental to the information below and is not to be used to replace this form.

Doug Michael, Past PMP _________________________________________________________________

Position Currently Held in Firm: Senior Construction Project Manager Years With Firm: 11 Years in Current Position: 11 Role Under this Contract: Senior Construction Project Manager Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: 10

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. 20% Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Senior Construction Project Manager responsible for scoping services, Contractor Selection, Construction procurement services, Construction management and administration.

Describe the key personnel’s experience in performing the services required by this contract.

40+ years of commercial construction management experience.

Past AHERA (Asbestos Hazard Emergency Response Act) and EPA certified Abatement manager.

List the key personnel’s job-related training and education.

OSHA – 30, Past Project Management Professional (PMP), ASU Alliance for Construction Excellence, Certified Project Manager (CPM), Past AHERA certified Abatement manager.

3. In Attachment 3-B. Provide key personnel by the name, title, and directly responsible person who will be engaged in the work. An individual may be identified for more than one project discipline, or multiple individuals named to one single discipline. Describe each Individual’s specific qualifications and experience directly related to each type of Services proposed. Focus on the proposed individual’s specific duties and

Instructions: Answer all questions thoroughly in the spaces provided. This form shall be completed for each key personnel involved in performance of this contract. A separate resume (maximum one (1) page) may be included using the second page of this Attachment. The resume is to be used to supply relevant information pertaining to the performance of this contract and is to be supplemental to the information below and is not to be used to replace this form.

Curtis Slife, President, AIA, NCARB, RCFM, FMP, IFMA FELLOW___________________________________

Position Currently Held in Firm: President, Architect of Record Years With Firm: 23 Years in Current Position: 23 Role Under this Contract: Architect of Record Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: 20

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract. 50%

Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Architect of Record Describe the key personnel’s experience in performing the services required by this contract.

40+ years of experience in Architecture, Interior Design, Facility Management, Master Planning, Facility Asset Management and Project Management.

List the key personnel’s job-related training and education. BS in Interior Architecture, IFMA Fellow, NCARB, AIA, Certified Facility Manager, FMP, IFMA Certified Trainer for CFM and FMP. Self-certified Architect with the City of Phoenix for plan review services and is a Plant Registrant (plan reviewer) for the City of Tempe.

3. In Attachment 3-B. Provide key personnel by the name, title, and directly responsible person who will be engaged in the work. An individual may be identified for more than one project discipline, or multiple individuals named to one single discipline. Describe each Individual’s specific qualifications and experience directly related to each type of Services proposed. Focus on the proposed individual’s specific duties and

Doug Michel, PMP Senior Construction Project Manager Doug brings nearly 48 years of varied construction related experience to the FMS team. From laying pipe in a trench in 1976 to earning his Project Management Professional credentials in 2019, his range of experience is highly diverse across the industry. The project management phase of his career began in the private sector in 2000 and evolved into the public utility market in 2009 when he accepted a position with the FM Solutions management team at the Palo Verde

Nuclear Generating Station. As part of the FMS leadership team, the evolution continues as he now supports several city governments Engineering and Facilities departments where he leads very simple short term to highly complex multi-year multi-phase projects. As he nears 50 years in this industry, his goal is to continue in this position for the foreseeable future.

PROJECT EXPERIENCE

City of Tempe | Ongoing Contract | Construction Services Doug works on an ongoing contract with the City of Tempe to provide Construction Project Management services. Projects ranging from minor remodels to mission critical facility generator replacements. A recent project of Doug’s was a mission critical project consists of creating a Real Time Operations Center (RTOC) to provide the police department the ability to monitor and coordinate activity on a real time basis in support of police and fire operations. Doug’s team provided services for subconsultant coordination, construction administration, progress inspections, and construction management services with the JOC contractor.

Doug worked with the City’s facilities department and created, coordinated, and managed the scope of services contained in the construction documents, provided oversight of the JOC Contractor, installation of the custom console furniture system, and coordinated the schedule and budget for this mission critical facility project on behalf of the city to ensure project success. Role: Construction Project Manager

Palo Verde Nuclear Generating Station Parking & Helipad Facilities, Tonopah, AZ | Construction Management Project Construction Manager in Charge of coordination between owner’s representatives and design team throughout design of the project consisting of a new 1,200 space parking facility of approximately 225,000 along with a new FAA compliant helipad. FMS collaborated with the owner during RFP issuance, contractor selection and management of construction phase including schedule, budget and construction QA & QC. Role: Construction Manager

Arizona Public Service (APS) | Construction Management Ongoing planning, design, and project management for statewide facilities.

Construction services include tenant improvements, ground-up design, long range planning, operational improvements, benchmarking, real-estate analysis, facilities assessment, facility planning and space assessment of 272 buildings, totaling 5,780,990 gross sf. Role: Construction Manager

EXPERIENCE WITH

FM SOLUTIONS

Since 2013 11 Years

TOTAL YEARS OF

EXPERIENCE

OSHA – 30

Past Project Management

Professional (PMP)

ASU Alliance for Construction

Excellence

Certified Project Manager (CPM)

Past AHERA certified Abatement manager

PROFESSIONAL

AFFILIATIONS

Project Management

Institute

Alliance for Construction

Excellence

ASU Ira Fulton College of

Engineering

National Utility Contractors Association

COMMUNITY

SERVICE

SVDP Adopt-a-family

Sojourner Center Lost our Home Pet

Shelter

Heather Unger, CSI, CDT VP, Business Operations She has over 30 years of experience in the facilities industry and is responsible for managing the business development for FMS. Her background is in space planning, design, asset management, specification, project management and final completion of on-going projects. Heather believes that learning never stops and strives for the best solution in every aspect of her work. She has achieved the most efficient use of internal and client resources resulting in increased efficiency and profitability and reduced overhead costs. She is a past President of the CSI Phoenix Chapter and has served in several positions in her eight years on the board. Her technical expertise, communication skills, and leadership capabilities have contributed to several successful facility projects for FM Solutions.

PROJECT EXPERIENCE

Coconino County, AZ | Facilities Master Plan, Design & Assessments FMS has worked with the County since 2007 when we provided a Master Plan followed by 2 updates, and 2023, Heather was the main point of contact and Project Manager for the latter of these resulting in a comprehensive update of the Facilities Master Plan recently completed and approved by the Coconino County Board of Supervisors. Services included a total listing of all the Facility Assets along with photos and deficiencies. All Deficiencies are estimated with a cost for repair, prioritized and design, Remodels categorized. The outcome is a Facility Condition Index (FCI) per Facility and per portfolio, along with a Capital Renewal Budget per year for next ten years. The detail of the Capital Renewal budget drills down to each asset per year. Coconino County also elected for FMS’ Computer Maintenance Management System (CMMS). FMS provided for each of their assets a maintenance program and provided a “Work Order System” with associated frequencies. Role: Project Manager

City of Tempe | Assessment and Architectural Services FM Solutions has an ongoing contract with the City of Tempe to provide Architectural Design, Project Management and Assessment services. Projects range from tenant improvements to increase of facilities condition indexes. One of our current projects is to assist with a newly discovered deficiency of one of the City’s facilities. After reviewing a report listing nearly 400 ADA deficiencies, FMS will provide detailed drawings for a general contractor to use in correcting each deficiency. Additionally, FMS will provide Project Management services on behalf of the city to ensure project success. Role: Contract Management and Administration

City of Phoenix, AZ | Facility Assessments | Architectural Services FMS conducted an ASTM E2018-15 Facility Condition Assessment of 11 City of Phoenix Facilities and a technical analysis of the physical condition of the facilities for the city of Phoenix. Heather was the main point of contact for the FMS and subconsultant team for the city. Items assessed were building shell, building interior, HVAC, electrical and electrical distribution, plumbing, fire protection, and special construction. Also identified were code compliance issues, fire/life-safety issues, and readily achievable ADA requirements. Our consultant provided the IEEE 1584-2018 arc flash analysis and installed labeling. FMS services included assessments, benchmarking, architectural/interior design, and similar services. Role: Contract Management and Administration

Experience with FM Solutions 19 Years

Education

CSI, CDT

(Construction Document

Technologist) AAS Interior Design

Construction Drafting Certificate I

Phi Beta kappa Honors Society

Mesa, AZ Chapter Essentials of

Excellent Customer Service

Certificate Managing Multiple

Projects

Professional Affiliations

Construction Specifications Institute (CSI)

Phoenix Chapter Current Academics and Scholarships Committee Chair

Past President 2020-2021

President 2019-2020 1st VP 2018-2019

Secretary 2017-2018

Awards CSI Excellence in Leadership Award

2018-2019 CSI Certificate of

Merit and

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

Available online at: appstate.az.gov Page 10 of 17

ATTACHMENT 3-D: BOYCOTT OF ISRAEL DISCLOSURE

Please note that if any of the following apply to this Solicitation, Contract, or Contractor, then the Offeror shall select the “Exempt Solicitation, Contract, or Contractor” option below:

● The Solicitation or Contract has an estimated value of less than $100,000;

● Contractor is a sole proprietorship;

● Contractor has fewer than ten (10) employees; OR

● Contractor is a non-profit organization.

Pursuant to A.R.S. §35-393.01, public entities are prohibited from entering into contracts “unless the contract includes a written certification that the company is not currently engaged in, and agrees for the duration of the contract to not engage in, a boycott of goods or services from Israel.”

Under A.R.S. §35-393:

1. "Boycott" means engaging in a refusal to deal, terminating business activities or performing other actions that are intended to limit commercial relations with entities doing business in Israel or in territories controlled by Israel, if those actions are taken either:

(a) Based in part on the fact that the entity does business in Israel or in territories controlled by Israel.

(b) In a manner that discriminates on the basis of nationality, national origin or religion and that is not based on a valid business reason.

2. "Company" means an organization, association, corporation, partnership, joint venture, limited partnership, limited liability partnership, limited liability company or other entity or business association, including a wholly owned subsidiary,…