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Professional Services Agreement for Facilities Condition Assessment
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this _____ day of ____________, 202__
(“Effective Date”), by and between the CITY OF BOZEMAN, MONTANA, a self-governing
municipal corporation organized and existing under its Charter and the laws of the State of Montana,
121 North Rouse Street, Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT
59771, hereinafter referred to as “City,” and, FOS of CannonDesign, 50 Fountain Plaza, Suite 200,
Buffalo, NY 14202, hereinafter referred to as “Contractor.” The City and Contractor may be referred
to individually as “Party” and collectively as “Parties.”
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree as follows:
1. Purpose: City agrees to enter this Agreement with Contractor to perform for City
services described in the Scope of Services attached hereto as Exhibit A and by this reference made
a part hereof.
2. Term/Effective Date: This Agreement is effective upon the Effective Date and will
expire on the _____ day of ______________, 202_, unless earlier terminated in accordance with this
Agreement.
3. Scope of Services: Contractor will perform the work and provide the services in
accordance with the requirements of the Scope of Services. For conflicts between this Agreement and
the Scope of Services, unless specifically provided otherwise, the Agreement governs.
4. Payment: City agrees to pay Contractor the amount specified in the Scope of
Services. Any alteration or deviation from the described services that involves additional costs above
the Agreement amount will be performed by Contractor after written request by the City, and will
become an additional charge over and above the amount listed in the Scope of Services. The City
must agree in writing upon any additional charges.
5. Contractor’s Representations: To induce City to enter into this Agreement,
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Contractor makes the following representations:
a. Contractor has familiarized itself with the nature and extent of this Agreement, the
Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules,
and regulations that in any manner may affect cost, progress or performance of the Scope of Services.
b. Contractor represents and warrants to City that it has the experience and ability to
perform the services required by this Agreement; that it will perform the services in a professional,
competent and timely manner and with diligence and skill; that it has the power to enter into and
perform this Agreement and grant the rights granted in it; and that its performance of this Agreement
shall not infringe upon or violate the rights of any third party, whether rights of copyright, trademark,
privacy, publicity, libel, slander or any other rights of any nature whatsoever, or violate any federal,
state and municipal laws. The City will not determine or exercise control as to general procedures or
formats necessary to have these services meet this warranty.
6. Independent Contractor Status/Labor Relations: The parties agree that Contractor
is an independent contractor for purposes of this Agreement and is not to be considered an employee
of the City for any purpose. Contractor is not subject to the terms and provisions of the City’s
personnel policies handbook and may not be considered a City employee for workers’ compensation
or any other purpose. Contractor is not authorized to represent the City or otherwise bind the City in
any dealings between Contractor and any third parties.
Contractor shall comply with the applicable requirements of the Workers’ Compensation Act,
Title 39, Chapter 71, Montana Code Annotated (MCA), and the Occupational Disease Act of
Montana, Title 39, Chapter 71, MCA. Contractor shall maintain workers’ compensation coverage for
all members and employees of Contractor’s business, except for those members who are exempted
by law.
Contractor shall furnish the City with copies showing one of the following: (1) a binder for
workers’ compensation coverage by an insurer licensed and authorized to provide workers’
compensation insurance in the State of Montana; or (2) proof of exemption from workers’
compensation granted by law for independent contractors.
In the event that, during the term of this Agreement, any labor problems or disputes of any
type arise or materialize which in turn cause any services to cease for any period of time, Contractor
specifically agrees to take immediate steps, at its own expense and without expectation of
reimbursement from City, to alleviate or resolve all such labor problems or disputes. The specific
steps Contractor shall take shall be left to the discretion of Contractor; provided, however, that
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Contractor shall bear all costs of any related legal action. Contractor shall provide immediate relief
to the City so as to permit the services to continue at no additional cost to City.
Contractor shall indemnify, defend, and hold the City harmless from any and all claims,
demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in
connection with any labor problems or disputes or any delays or stoppages of work associated with
such problems or disputes.
7. Indemnity/Waiver of Claims/Insurance: For other than professional services
rendered, to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and
hold harmless the City, its agents, representatives, employees, and officers (collectively referred to
for purposes of this Section as the City) from and against any and all claims, demands, actions, fees
and costs (including attorney’s fees and the costs and fees of expert witness and consultants), losses,
expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or
damages of whatever kind or nature connected therewith and without limit and without regard to the
cause or causes thereof or the negligence of any party or parties that may be asserted against,
recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or
in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; or (ii)
any negligent, reckless, or intentional misconduct of any of the Contractor’s agents.
For the professional services rendered, to the fullest extent permitted by law, Contractor
agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and
expenses, including reasonable defense attorney fees, to the extent caused by the negligence or
intentional misconduct of the Contractor or Contractor’s agents or employees.
Such obligations shall not be construed to negate, abridge, or reduce other rights or obligations
of indemnity that would otherwise exist. The indemnification obligations of this Section must not be
construed to negate, abridge, or reduce any common-law or statutory rights of the City as
indemnitee(s) which would otherwise exist as to such indemnitee(s).
Contractor’s indemnity under this Section shall be without regard to and without any right to
contribution from any insurance maintained by City.
Should the City be required to bring an action against the Contractor to assert its right to
defense or indemnification under this Agreement or under the Contractor’s applicable insurance
policies required below, the City shall be entitled to recover reasonable costs and attorney fees
incurred in asserting its right to indemnification or defense but only if a court of competent
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jurisdiction determines the Contractor was obligated to defend the claim(s) or was obligated to
indemnify the City for a claim(s) or any portion(s) thereof.
In the event of an action filed against the City resulting from the City’s performance under
this Agreement, the City may elect to represent itself and incur all costs and expenses of suit.
Contractor also waives any and all claims and recourse against the City, including the right of
contribution for loss or damage to person or property arising from, growing out of, or in any way
connected with or incident to the performance of this Agreement except “responsibility for [City’s]
own fraud, for willful injury to the person or property of another, or for violation of law, whether
willful or negligent” as per 28-2-702, MCA.
These obligations shall survive termination of this Agreement and the services performed
hereunder.
In addition to and independent from the above, Contractor shall at Contractor’s expense secure
insurance coverage through an insurance company or companies duly licensed and authorized to
conduct insurance business in Montana which insures the liabilities and obligations specifically
assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion
for liabilities specifically assumed by the Contractor in this Section.
The insurance shall cover and apply to all claims, demands, suits, damages, losses, and
expenses that may be asserted or claimed against, recovered from, or suffered by the City without
limit and without regard to the cause therefore and which is acceptable to the City. Contractor shall
furnish to the City an accompanying certificate of insurance and accompanying endorsements in
amounts not less than as follows:
Workers’ Compensation – statutory;
Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;
Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate;
Automobile Liability - $1,000,000 property damage/bodily injury per accident; and
Professional Liability - $1,000,000 per claim; $2,000,000 annual aggregate.
The above amounts shall be exclusive of defense costs. The City shall be endorsed as an
additional or named insured on a primary non-contributory basis on the Commercial General,
Employer’s Liability, and Automobile Liability policies. The insurance and required endorsements
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must be in a form suitable to City and shall include no less than a thirty (30) day notice of cancellation
or non-renewal. Contractor shall notify City within two (2) business days of Contractor’s receipt of
notice that any required insurance coverage will be terminated or Contractor’s decision to terminate
any required insurance coverage for any reason.
The City must approve all insurance coverage and endorsements prior to the Contractor
commencing work.
8. Termination for Contractor’s Fault:
a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails
to perform any of its obligations under this Agreement, or otherwise breaches any terms or
conditions of this Agreement, the City may, by written notice, terminate this Agreement and
the Contractor’s right to proceed with all or any part of the work (“Termination Notice Due
to Contractor’s Fault”). The City may then take over the work and complete it, either with its
own resources or by re-letting the contract to any other third party.
b. In the event of a termination pursuant to this Section 8, Contractor shall be
entitled to payment only for those services Contractor actually rendered.
c. Any termination provided for by this Section 8 shall be in addition to any other
remedies to which the City may be entitled under the law or at equity.
d. In the event of termination under this Section 8, Contractor shall, under no
circumstances, be entitled to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature arising, or claimed to have arisen, as a result of the termination.
9. Termination for City’s Convenience:
a. Should conditions arise which, in the sole opinion and discretion of the City,
make it advisable to the City to cease performance under this Agreement, the City may
terminate this Agreement by written notice to Contractor (“Notice of Termination for City’s
Convenience”). The termination shall be effective in the manner specified in the Notice of
Termination for City’s Convenience and shall be without prejudice to any claims that the City
may otherwise have against Contractor.
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b. Upon receipt of the Notice of Termination for City’s Convenience, unless
otherwise directed in the Notice, the Contractor shall immediately cease performance under
this Agreement and make every reasonable effort to refrain from continuing work, incurring
additional expenses or costs under this Agreement and shall immediately cancel all existing
orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as
may be necessary to preserve, protect, and maintain work already completed or immediately
in progress.
c. In the event of a termination pursuant to this Section 9, Contractor is entitled
to payment only for those services Contractor actually rendered on or before the receipt of the
Notice of Termination for City’s Convenience.
d. The compensation described in Section 9(c) is the sole compensation due to
Contractor for its performance of this Agreement. Contractor shall, under no circumstances,
be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost
productivity, field office overhead, general conditions costs, or lost profits damages of any
nature arising, or claimed to have arisen, as a result of the termination.
10. Limitation on Contractor’s Damages; Time for Asserting Claim:
a. In the event of a claim for damages by Contractor under this Agreement,
Contractor’s damages shall be limited to contract damages and Contractor hereby expressly
waives any right to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature or kind.
b. In the event Contractor wants to assert a claim for damages of any kind or
nature, Contractor shall provide City with written notice of its claim, the facts and
circumstances surrounding and giving rise to the claim, and the total amount of damages
sought by the claim, within thirty (30) days of the facts and circumstances giving rise to the
claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights
to assert such claim.
11. Representatives and Notices:
a. City’s Representative: The City’s Representative for the purpose of this
Agreement shall be Max Ziegler, Facilities Project Coordinator or such other individual as
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City shall designate in writing. Whenever approval or authorization from or communication
or submission to City is required by this Agreement, such communication or submission shall
be directed to the City’s Representative and approvals or authorizations shall be issued only
by such Representative; provided, however, that in exigent circumstances when City’s
Representative is not available, Contractor may direct its communication or submission to
other designated City personnel or agents as designated by the City in writing and may receive
approvals or authorization from such persons.
b. Contractor’s Representative: The Contractor’s Representative for the
purpose of this Agreement shall be _____________________ or such other individual as
Contractor shall designate in writing. Whenever direction to or communication with
Contractor is required by this Agreement, such direction or communication shall be directed
to Contractor’s Representative; provided, however, that in exigent circumstances when
Contractor’s Representative is not available, City may direct its direction or communication
to other designated Contractor personnel or agents.
c. Notices: All notices required by this Agreement shall be in writing and
shall be provided to the Representatives named in this Section. Notices shall be deemed given
when delivered, if delivered by courier to Party’s address shown above during normal business
hours of the recipient; or when sent, if sent by email or fax (with a successful transmission
report) to the email address or fax number provided by the Party’s Representative; or on the
fifth business day following mailing, if mailed by ordinary mail to the address shown above,
postage prepaid.
12. Permits: Contractor shall provide all notices, comply with all applicable laws,
ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman
business license, and inspections from applicable governmental authorities, and pay all fees and
charges in connection therewith.
13 Laws and Regulations: Contractor shall comply fully with all applicable state and
federal laws, regulations, and municipal ordinances including, but not limited to, all workers’
compensation laws, all environmental laws including, but not limited to, the generation and disposal
of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and
provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and
State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination,
affirmative action, and utilization of minority and small business statutes and regulations.
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Joseph Cassata, President
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14. Nondiscrimination and Equal Pay: The Contractor agrees that all hiring by
Contractor of persons performing this Agreement shall be on the basis of merit and qualifications.
The Contractor will have a policy to provide equal employment opportunity in accordance with all
applicable state and federal anti-discrimination laws, regulations, and contracts. The Contractor will
not refuse employment to a person, bar a person from employment, or discriminate against a person
in compensation or in a term, condition, or privilege of employment because of race, color, religion,
creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual orientation,
gender identity, physical or mental disability, except when the reasonable demands of the position
require an age, physical or mental disability, marital status or sex distinction. The Contractor shall
be subject to and comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United
States Code, and all regulations promulgated thereunder.
Contractor represents it is, and for the term of this Agreement will be, in compliance with the
requirements of the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act).
Contractor must report to the City any violations of the Montana Equal Pay Act that Contractor has
been found guilty of within 60 days of such finding for violations occurring during the term of this
Agreement.
Contractor shall require these nondiscrimination terms of its subcontractors providing services
under this Agreement.
15. Intoxicants; DOT Drug and Alcohol Regulations/Safety and Training: Contractor
shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs,
by any employee or agent engaged in services to the City under this Agreement while on City property
or in the performance of any activities under this Agreement. Contractor acknowledges it is aware of
and shall comply with its responsibilities and obligations under the U.S. Department of Transportation
(DOT) regulations governing anti-drug and alcohol misuse prevention plans and related testing. City
shall have the right to request proof of such compliance and Contractor shall be obligated to furnish
such proof.
The Contractor shall be responsible for instructing and training the Contractor's employees
and agents in proper and specified work methods and procedures. The Contractor shall provide
continuous inspection and supervision of the work performed. The Contractor is responsible for
instructing its employees and agents in safe work practices.
16. Modification and Assignability: This Agreement may not be enlarged, modified or
altered except by written agreement signed by both parties hereto. The Contractor may not
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subcontract or assign Contractor’s rights, including the right to compensation or duties arising
hereunder, without the prior written consent of the City. Any subcontractor or assignee will be bound
by all of the terms and conditions of this Agreement.
17. Reports/Accountability/Public Information: Contractor agrees to develop and/or
provide documentation as requested by the City demonstrating Contractor’s compliance with the
requirements of this Agreement. Contractor shall allow the City, its auditors, and other persons
authorized by the City to inspect and copy its books and records for the purpose of verifying that the
reimbursement of monies distributed to Contractor pursuant to this Agreement was used in
compliance with this Agreement and all applicable provisions of federal, state, and local law. The
Contractor shall not issue any statements, releases or information for public dissemination without
prior approval of the City.
18. Non-Waiver: A waiver by either party of any default or breach by the other party of
any terms or conditions of this Agreement does not limit the other party’s right to enforce such term
or conditions or to pursue any available legal or equitable rights in the event of any subsequent default
or breach.
19. Attorney’s Fees and Costs: In the event it becomes necessary for either Party to
retain an attorney to enforce any of the terms or conditions of this Agreement or to give any notice
required herein, then the prevailing Party or the Party giving notice shall be entitled to reasonable
attorney's fees and costs, including fees, salary, and costs of in-house counsel including the City
Attorney’s Office staff.
20. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all
appropriate employee withholdings.
21. Dispute Resolution:
a. Any claim, controversy, or dispute between the parties, their agents,
employees, or representatives shall be resolved first by negotiation between senior-level
personnel from each party duly authorized to execute settlement agreements. Upon mutual
agreement of the parties, the parties may invite an independent, disinterested mediator to assist
in the negotiated settlement discussions.
b. If the parties are unable to resolve the dispute within thirty (30) days from the
date the dispute was first raised, then such dispute may only be resolved in a court of
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competent jurisdiction in compliance with the Applicable Law provisions of this Agreement.
22. Survival: Contractor’s indemnification shall survive the termination or expiration of
this Agreement for the maximum period allowed under applicable law.
23. Headings: The headings used in this Agreement are for convenience only and are not
be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to
which they refer.
24. Severability: If any portion of this Agreement is held to be void or unenforceable, the
balance thereof shall continue in effect.
25. Applicable Law: The parties agree that this Agreement is governed in all respects by
the laws of the State of Montana.
26. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs,
legal representatives, successors, and assigns of the parties.
27. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the
parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or
enforced by a third party.
28. Counterparts: This Agreement may be executed in counterparts, which together
constitute one instrument.
29. Integration: This Agreement and all Exhibits attached hereto constitute the entire
agreement of the parties. Covenants or representations not contained herein or made a part thereof
by reference, are not binding upon the parties. There are no understandings between the parties other
than as set forth in this Agreement. All communications, either verbal or written, made prior to the
date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this
Agreement by reference.
30. Consent to Electronic Signatures: The Parties have consented to execute this
Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act,
Title 30, Chapter 18, Part 1, MCA.
31. Extensions: this Agreement may, upon mutual agreement, be extended for a period
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of one year by written agreement of the Parties. In no case, however, may this Agreement run longer
than May 3rd, 2024.
32. Contractor Tools: Contractor may use data, software, designs, utilities, tools, models,
systems and other methodologies and know-how that Contractor owns or licenses (“Tools”) in
performing the Services. Notwithstanding the delivery of any reports, Contractor retains all rights in
and to the Tools (including any improvements, customizations, modifications or knowledge
developed while performing the Services), and in any working papers compiled in connection with
the Services (but not the City information reflected in them), including any copyrights, patents, and/or
trademarks therein or associated therewith. The City acknowledges that the City has no right, title, or
interest in or to the Tools or any copyrights, patents, and/or trademarks therein or associated
therewith.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and
year first above written or as recorded in an electronic signature.
CITY OF BOZEMAN, MONTANA ____________________________________
CONTRACTOR (Type Name Above)
By________________________________ By__________________________________
Jeff Mihelich, City Manager
Print Name: ___________________________
Print Title: ____________________________
APPROVED AS TO FORM:
By_______________________________
Greg Sullivan, Bozeman City Attorney
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Joseph Cassata, RA, NCARB
President
Joe Cassata
EXHIBIT A
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RESPONSE TO REQUEST FOR PROPOSAL
City of Bozeman
Facilities Condition Assessment Cosultant Services
March 3, 2022
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Contents
A Executive Summary
B Firm/Individual Profile
C Description of Proposed Solution
D Proposed Schedule
E Related Experience
F Recent and Current Work for the City of Bozeman
G References
H Cost Proposal
I Affirmation of Nondiscrimination
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A
Executive Summary
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Dear Selection Committee,
On behalf of FOS of CannonDesign, we are pleased to respond to the request for proposal from the City of
Bozeman (hereinafter known as the “City”) for facilities condition assessment (FCA) services. This significant
undertaking will have an impact on your entire city, and we appreciate the opportunity to help you thoughtfully
plan for the future. In anticipation of the City’s continued population growth, the data produced by this FCA
will enable you to accurately prioritize and plan maintenance and expansion efforts to accommodate the City’s
increasing infrastructure needs.
FOS of CannonDesign is the right partner for the City as you embark on this exciting endeavor. Our team offers a
number of advantages, including the below highlights.
In the last six years, FOS has performed over 600 million square feet of facility condition assessments, of which
no two are the same. We have deep experience in helping civic and municipal organizations, universities, and
corporations make bold, informed choices on their strategies for the future. Our Facility Optimization Solutions
(FOS) service utilizes a consistent and proven assessment process including real-time data capture. Like all of our
FCAs, the way we will deliver this project will be tailored to the City’s specifications defined in the RFP and further
refined during our scoping discussions.
FOS of CannonDesign has structured a robust interdisciplinary group of full-time FCA specialists, including
architects, engineers, cost estimators, constructors, facility managers, and technology specialists. We
understand how facilities are designed, built, operated, maintained, and repurposed. We understand the diverse
perspectives and obligations of individuals throughout agencies and institutions and deliver defensible decision-
making information that is useful at all levels of the organization. We believe that our team is fully capable and
best suited to assist the City in understanding the general condition of the 12 high-priority buildings listed in
the RFP, their components and systems, and the short- and long-term financial needs. FOS of CannonDesign
has dedicated in-house cost estimators with local construction knowledge and does not rely on commercially
available, regionalized cost estimating guidebooks. Our team estimates over $4 billion worth of active
construction projects on an annual basis.
Our team has a consistent, well-defined 9-step approach to facility condition assessments, determining
space and programming needs, and master planning. We’ve made an effort to understand your scope and
have designed a process that we believe will drive your city to the right outcomes. We understand the specific
challenges associated in municipal services, and we bring national expertise and lessons learned from our
partnerships with the County of San Luis Obispo, City of Greeley, City of Urbana, Orange County, and other
municipalities of varying size nationwide.
FOS of CannonDesign will be joined by local Bozeman engineers at Aspen Springs Consulting. Niles Hushka,
PE, Shane Strong, PE, and Shari Eslinger, PE, will participate in project meetings to provide in-sight from their
experience, background, ongoing design and construction projects. Aspen Springs Consulting will review the cost
estimates prepared by FOS of CannonDesign. We understand that the construction market in Bozeman is unique
and challenging in many ways. This collaboration is in-tended to provide further calibration to the local market
conditions.
In line with the City’s goals for this project, FOS of CannonDesign will:
• Compile a list of repairs and maintenance needs for each building. Our four-person assessment team will
walk each building with members of the City’s facility team to assess each system component and learn from
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the institutional knowledge of those who work with those systems on a daily basis.
• Forecast long-term capital needs and system replacement cycles. Our team will use a 10-year assessment
scope window to identify future renewal needs of systems and components nearing the end of their useful
remaining life.
• Estimate rough order of magnitude estimates for repairs and building replacement, utilizing the knowledge
and resources of our own in-house cost estimators, not generalized books or databases.
• Develop a central dataset of pertinent information for all city buildings, compiled in our FOScore data
collection software system and exported into an Excel format for integration with CityWorks. FOScore is an
Asset Management Software for capital planning and project planning that complements CityWorks – it is not
a work order system. A free trial of FOScore is included at no additional charge.
• Support planning for energy efficiency improvements through identification of items that have potential for
energy improvements.
• Create plans and schedules for routine maintenance cycles for import into CityWorks.
The City’s 12 high-priority buildings will be assessed to gather general information on each building and
to evaluate the condition of the systems as they relate to: general condition; remaining useful life; current
deficiencies and items requiring maintenance, prioritized by urgency for repair; and rough order of magnitude
cost estimates for current and forecasted repair maintenance needs. Routine maintenance plans and schedules
for each building will be provided as well as comprehensive photographs of each building and their systems.
In response to the City’s scope of work, we’re proposing a components approach assessment, where our team
will observe the individual components of systems within physical assets – this level of detail is necessary for
preventative maintenance planning tasks. We also recommend including a pilot assessment, where one asset
from your group of 12 high-priority buildings will be selected to be taken through the entire process for review
and approval before the balance of reports are issued. This pilot assessment is a critical step toward ensuring
that the resulting data at the end of the project sufficiently matches your needs and expectations.
We also recognize the City’s ambitious climate goals and the critical role that energy efficiency in city buildings
plays in transitioning to a carbon-neutral economy over the next 30 years. In line with this RFP’s stated
deliverables, this assessment will identify known items that have potential for energy improvement to support
these efforts, and we also offer high-level approaches that can lead to more detailed studies – this can be
discussed further if that level of detail is needed in order to meet goals associated with increasing energy
efficiency at City facilities.
Ultimately, what defines the FOS of CannonDesign group is our desire to work in strong partnership with the City
in order to establish shared goals and exercise joint ownership of project decisions from start to finish. We strive
to provide exceptional services and pride ourselves on our unparalleled work ethic.
We appreciate your review and consideration of this proposal. Please feel free to contact us with any questions or
requests for additional information.
Thank you,
Joseph Cassata, RA, NCARB716.774.3258jcassata@foscd.com
DocuSign Envelope ID: 2428AB01-92C4-4D9B-85B7-AE8158411D52
DocuSign Envelope ID: 2428AB01-92C4-4D9B-85B7-AE8158411D52
B
Firm/Individual Profile
DocuSign Envelope ID: 2428AB01-92C4-4D9B-85B7-AE8158411D52
Section B Firm/Individual Profile
City of Bozeman | 10
We began with one person and a vision - that integrated design could achieve great results for our clients.
Now, a century later, that vision echoes in all our work. We’ve grown from a single small office to a global, award-winning, full-service architectural, engineering, construction, and facility management consulting firm.
CannonDesign has developed an international reputation for design excellence, technological innovation, and unsurpassed client service. Our wide-ranging service offerings allow us to provide organizations with comprehensive solutions that address specific needs, goals, and challenges.
Us (CannonDesign).
People
Firm wide, we have over 1,100 employees on staff. We have no geographic boundaries - we hand pick custom teams from our global network for the specific needs of each project.
Our vision emphasizes core values of integrity, teamwork, transparency, sustainability, and excellence. We differ from other multi-office design firms in our thinking, work ethic, and organization. We are an interdisciplinary firm, integrating all the skills needed to deliver innovative solutions.
Place
We have 21 global offices strategically placed across the globe. With a strong legacy of delivering successful projects, we are connected to the City of Greeley - it’s culture, its people, and its future. Our local office for this project is located at 1301 Wazee Street, Suite 100, Denver, CO 80204.
Purpose
We are guided by our common vision and purpose: “Together, we create design solutions to the greatest challenges facing our clients and society.”
This shared vision shapes the way we think and work. Our clients are our most important partners. By aligning ourselves with our client’s vision, we are able to address their challenges in multiple dimensions, drawing on our deeply-resourced, multi-disciplinary skill base.
BACKGROUND AND EXPERIENCE
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Section B Firm/Individual Profile
City of Bozeman | 11
Facility Optimization Solutions (FOS) is a dedicated facility management services subsidiary of CannonDesign. Throughout the life-cycle of an asset portfolio, the time and capital spent on operations and maintenance far exceeds design and construction costs.
(FOS) of CannonDesign provides facility management and strategic capital planning consulting to meet the ongoing stewardship needs of our clients.
We crafted a unique, interdisciplinary team of subject matter experts that is an industry leader in providing facility condition assessments, facility management optimization, and custom software solutions to help our clients understand and extend physical asset life-cycles.
Flexible, Dynamic, Data-Driven Solutions
We leverage our diverse resources to develop innovative
solutions for each of our clients’ unique needs. Our
expertise in physical asset management includes:
• Facility condition assessments
• Asset inventory & maintenance planning
• Capital improvement planning
• Job order contracting (JOC) software &
program management
• Energy audits
• Forensic & feasibility assessments
• ADA / Life Safety Solutions
World Ranked
#1 in U.S.
Facility Management Services by an AE firm -World Architecture 100, 2019
+400 million
Square Footage Assessed (past 5 years)
100%
Client satisfaction rating
BACKGROUND AND EXPERIENCE
DocuSign Envelope ID: 2428AB01-92C4-4D9B-85B7-AE8158411D52
Section B Firm/Individual Profile
City of Bozeman | 12
Assessment Team
Paul PokigoLEED AP, CDTSenior Project Manager
David MalinowskiMechanical & Plumbing Assessor
Mark TittleAssoc. AIAField Project Manager/Architectural Assessor
Brad HalvorsonElectrical Assessor
Mario AlcantaraAssoc. AIAArchitectural Assessor
Project Management
Joe CassataRA, NCARB FOS President, Project Executive
Nicholas DerrAssoc. AIAFCA Process Leader
Niles Hushka, PEAspen Springs Consulting, BozemanSenior Engineer
Subject Matter Experts
Matt CloughSoftware Integration Leader Bill GrillCPE, LEED AP BD+CCost Estimating Leader
Amir Rezaei-BazkiaeiPHD, BPACEnergy/Emission Reduction
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Section B Firm/Individual Profile
City of Bozeman | 13
Joseph Cassata
RA, NCARB
FOS President, Project Executive
Joe Cassata leads CannonDesign’s Facility Optimization Solutions team in its efforts to help organizations understand and leverage their facility assets to be more efficient, effective and sustainable. With over 30 years of experience as an accomplished project manager, Joe is uniquely qualified to partner with our clients on developing insightful facility condition assessments, maintenance planning, asset management, space utilization studies and other services. Joe prides himself on building long term relationships with our clients and leverages his PM expertise to manage schedules and budgetary challenges for organizations across all industries.
EDUCATION
MArch, Architecture, State University of New York at Buffalo
BA, Environmental Design, State University of New York at Buffalo
CERTIFICATIONS
Registered ArchitectNCARBAIA (American Institute of Architects)
RELEVANT EXPERIENCE
City of Greeley, Greeley, COFOS of CannonDesign came onsite and performed a detailed facility condition assessment (FCA), inventorying and analyzing almost 2 million square feet. FOS used our FCA & Capital Planning software platform, FOScore®, to complete the assessment. 137 building level, 5 site level, 1 portfolio level, and various reports were delivered to assist in the proactive management and capital planning for the municipality
Orange County Community Resources, Irvine, CACannonDesign completed a comprehensive Facility Condition Assessment (FCA) of the 1 million sf of assets comprised of the Orange County Zoo, 36 parks and 35 libraries.
City of Denver, Denver, COFOS of CannonDesign has provided on call assessment services for the City of Denver since 2019. Typically these are ADA assessments, due diligence assessments, or pre-design assessments to aid the City in data driven facility planning.
County of San Luis Obispo, San Luis Obispo, CAFOS set out to complete a facility condition assessment over three years for the County of San Luis Obispo to determine the overall condition of the County’s asset portfolio and implement capital planning data integration into existing SAP and management
software.
Current workload:
Providing leadership to a team of 50 facility management and software professionals.
DocuSign Envelope ID: 2428AB01-92C4-4D9B-85B7-AE8158411D52
Section B Firm/Individual Profile
City of Bozeman | 14
Nicholas Derr
ASSOC. AIA
FCA Process Leader
Nick is a third-generation builder, designer, consulting facility planner, and software implementation specialist. With over 20 plus years of technically focused experience, he excels at creating data centered programs that empower clients to realize new goals. Nick is responsible for engaging FOS clients as a partner in the total process, ensuring stakeholder satisfaction and valid results - all while driving meaningful and measurable improvements in the built environment throughout our communities.
RELEVANT EXPERIENCE
City of Greeley, Greeley, COFOS of CannonDesign came onsite and performed a detailed facility condition assessment (FCA), inventorying and analyzing almost 2 million square feet. FOS used our FCA & Capital Planning software platform, FOScore®, to complete the assessment. 137 building level, 5 site level, 1 portfolio level, and various reports were delivered to assist in the proactive management and capital planning for the municipality
City of Urbana- Urbana, IllinoisThe City of Urbana set out to preserve “the quality of life for the citizens, visitors, businesses and government agencies.” FOS conducted a Facility Conditions Assessment including 12 assets and 102,527 square feet that resulted in their long-term capital plans being approved by their City Council.
City of Denver, Denver, COFOS of CannonDesign has provided on call assessment services for the City of Denver since 2019. Typically these are ADA assessments, due diligence assessments, or pre-design assessments to aid the City in data driven facility planning.
County of San Luis Obispo, San Luis Obispo, CAFOS set out to complete a facility condition assessment over three years for the County of San Luis Obispo to determine the overall condition of the County’s asset portfolio and implement capital planning data integration into existing SAP and management
software.
EDUCATION
BA, Architecture, Syracuse University
AFFILIATIONS
American Institute of Architects
National Eagle Scout Association
Current workload:
10% Commitment to A.T. Still University, 10% commitment to Salvation Army
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Section B Firm/Individual Profile
City of Bozeman | 15
Paul Pokigo
LEED AP, CDT
Senior Project Manager
EDUCATION
M, Technology Education,
Bachelor, Architecture, University at Buffalo
AFFILIATIONS
• American Institute of Architects• Hospitality Design Institute• National Association of Homebuilders• Construction Specifications Institute• US Green Building CouncilProject Management Institute (PMI)
RELEVANT EXPERIENCE
Town of Amherst, Amherst, NYFOS of CannonDesign is performing a detailed facility condition assessment (FCA), inventorying and analyzing almost 2 million square feet. FOS used our FCA & Capital Planning software platform, FOScore®, to complete the assessment. 137 building level, 5 site level, 1 portfolio level, and various reports were delivered to assist in the proactive management and capital planning for the municipality
Diocese of Lansing, Lansing, MIFOS conducted an assessment of the Diocese of Lansing to review their assets which included 200 assets included churches, k-12 buildings, rectories, offices, and community buildings. The FOS team providing short and long term investment strategies to assist the Diocese in their long term planning efforts. Phase two will include additional schools and offices.
Foothills-De Anza, Los Altos Hills, CAMulti-campus facility condition assessment (FCA) for 2.1M sf of facilities across two campuses to provide the District with the necessary information needed to make informed decisions on critical aspects of the facilities and infrastructure serving all their campuses. The FCA has identified current conditions, helped with risk analysis, and will be able to guide stakeholders in decisions that impact the long-term use of the buildings and ultimately the students.
Paul, a Senior Project Manager for FOS, has led efforts with design-build and construction firms for over 25 years. With training in architecture and technology education, he is well-versed in the ways of working with owners, architects, and construction managers.
Paul is a firm believer in collaborative work environments, and uses his experience managing the project planning, execution, and development processes to guide field teams.
Paul previously taught architecture, design, and civil engineering to high school students and is even an award-winning designer from a tree-house hotel and operations plan competition. His unique perspectives and project management experiences are an asset to any project.
Current workload:
50% commitment to Town of Amherst (ends mid April), 1-% commitment to Denver Public Schools 5-year FCA
program
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Section B Firm/Individual Profile
City of Bozeman | 16
Mark Tittle
ASSOC. AIA
Field Project Manager/Architectural Assessor
EDUCATION
AAS, Architectural Technology, State University of New York at Buffalo
BS, Architecture, State University of New York at Buffalo
CERTIFICATIONS
Associate AIA
AFFILIATIONS
American Institute of Architects
RELEVANT EXPERIENCE
City of Greeley, Greeley, COFOS of CannonDesign came onsite and performed a detailed facility condition assessment (FCA), inventorying and analyzing almost 2 million square feet. FOS used our FCA & Capital Planning software platform, FOScore®, to complete the assessment. 137 building level, 5 site level, 1 portfolio level, and various reports were delivered to assist in the proactive management and capital planning for the municipality
Orange County Community Resources, Irvine, CACannonDesign completed a comprehensive Facility Condition Assessment (FCA) of the 1 million sf of assets comprised of the Orange County Zoo, 36 parks and 35 libraries.
City of Denver, Denver, COFOS of CannonDesign has provided on call assessment services for the City of Denver since 2019. Typically these are ADA assessments, due diligence assessments, or pre-design assessments to aid the City in data driven facility planning.
County of San Luis Obispo, San Luis Obispo, CAFOS set out to complete a facility condition assessment over three years for the County of San Luis Obispo to determine the overall condition of the County’s asset portfolio and implement capital planning data integration into existing SAP and management
software.
Mark is an architectural field assessor in CannonDesign’s Facility Optimization Solutions (FOS) group. With over 25 years of experience as a project manager for design and construction projects, Mark has intimate knowledge of architectural systems and building life-cycle analysis. His experience includes projects in diverse environments including healthcare, education, recreational, industrial, and corporate/commercial.
Availability: 90%
DocuSign Envelope ID: 2428AB01-92C4-4D9B-85B7-AE8158411D52
Section B Firm/Individual Profile
City of Bozeman | 17
Mario Alcantara
ASSOC. AIA
Architechtural Assessor
Mario is an architectural assessor for FOS of CannonDesign. With over 20 years of design, construction, assessment, and project management experience, he brings broad architectural systems experience to the FOS team. In addition to his design and assessment experience, Mario has a construction quality assurance background that drives his firm attention to detail.
EDUCATION
BArch, Fine Arts in Architecture, Rhode Island School of Design
RELEVANT EXPERIENCE
City of Greeley, Greeley, COFOS of CannonDesign came onsite and performed a detailed facility condition assessment (FCA), inventorying and analyzing almost 2 million square feet. FOS used our FCA & Capital Planning software platform, FOScore®, to complete the assessment. 137 building level, 5 site level, 1 portfolio level, and various reports were delivered to assist in the proactive management and capital planning for the municipality
Orange County Community Resources, Irvine, CACannonDesign completed a comprehensive Facility Condition Assessment (FCA) of the 1 million sf of assets comprised of the Orange County Zoo, 36 parks and 35 libraries.
City of Denver, Denver, COFOS of CannonDesign has provided on call assessment services for the City of Denver since 2019. Typically these are ADA assessments, due diligence assessments, or pre-design assessments to aid the City in data driven facility planning.
County of San Luis Obispo, San Luis Obispo, CAFOS set out to complete a facility condition assessment over three years for the County of San Luis Obispo to determine the overall condition of the County’s asset portfolio and implement capital planning data integration into existing SAP and management
software.
Availability: 90%
DocuSign Envelope ID: 2428AB01-92C4-4D9B-85B7-AE8158411D52
Section B Firm/Individual Profile
City of Bozeman | 18
David Malinowski
Mechanical & Plumbing Assessor
David is an mechanical systems Assessor in CannonDesign’s Facility Optimization Solutions (FOS) group. He provides Facility Condition Assessments (FCA) for electrical, mechanical, plumbing, and fire protection systems in a variety of building typologies including education, healthcare, industrial, manufacturing, government, and corporate organizations. David has over 30 years of HVAC project management and estimating experience in the construction field.
EDUCATION
MCAA, Institute for Project Management, State University of Texas at Austin
AAS, Electro-Mechanical Drafting, State University of NY, Alfred State
Project Management Certificate Program, State University of New York at Buffalo
RELEVANT EXPERIENCE
Orange County Community Resources, Irvine, CACannonDesign completed a comprehensive Facility Condition Assessment (FCA) of the 1 million sf of assets comprised of the Orange County Zoo, 36 parks and 35 libraries.
CharlotteCounty, Punta Gorda, FL The comprehensive facilities condition assessment for 115 municipal buildings and sites (1.76M sf) in Charlotte County, FL is a 2020 update to the same FCA completed in 2013. Facility types include parks, libraries, justice center, fire stations, law enforcement centers, community centers, maintenance and utility structures, county administrative facilities and other building types. ADA-related deficiencies observed were also recorded.
County of San Luis Obispo, San Luis Obispo, CAFOS set out to complete a facility condition assessment over three years for the County of San Luis Obispo to determine the overall condition of the County’s asset portfolio and implement capital planning data integration into existing SAP and management
software.
Alameda County, Oakland, CAFacility condition assessments to determine the state of deferred maintenance and identify capital needs across an asset portfolio of 86 municipal buildings.A database was populated using our assessment and asset management software, FOScore®, which integrates with industry standard CMMS, BIM, and GIS software. This database can interface with existing maintenance and capital renewal procedures to inform work order management using real time actionable facility condition data.Availability: 90%
DocuSign Envelope ID: 2428AB01-92C4-4D9B-85B7-AE8158411D52
Section B Firm/Individual Profile
City of Bozeman | 19
Bradley Halvorson
Electrical Assessor
Brad is adept at assessing, installing, and maintaining major electrical systems. With his experience spanning across all markets, he has been a successful supervisor. Brad performs electrical projects including teaching code exam preparation and continuing education classes to other licensed electricians.
CERTIFICATIONS
Master Electrician: MNJourneyman Electrican: CO
RELEVANT EXPERIENCE
City of Greeley, Greeley, COFOS of CannonDesign came onsite and performed a detailed facility condition assessment (FCA), inventorying and analyzing almost 2 million square feet. FOS used our FCA & Capital Planning software platform, FOScore®, to complete the assessment. 137 building level, 5 site level, 1 portfolio level, and various reports were delivered to assist in the proactive management and capital planning for the municipality.
Charlotte County, Punta Gorda, FLFacilities condition assessment for 115 municipal buildings and sites (1.76M sf). Facility types include parks, libraries, justice center, fire stations, law enforcement centers, community centers, maintenance and utility structures, county administrative facilities and other building types.
Foothills-De Anza, Los Altos Hills, CAMulti-campus facility condition assessment (FCA) for 2.1M sf of facilities across two campuses to provide the District with the necessary information needed to make informed decisions on critical aspects of the facilities and infrastructure serving all their campuses. The FCA has identified current conditions, helped with risk analysis, and will be able to guide stakeholders in decisions that impact the long-term use of the buildings and ultimately the students.
County of San Luis Obispo, San Luis Obispo, CAFOS set out to complete a facility condition assessment over three years for the County of San Luis Obispo to determine the overall condition of the County’s asset portfolio and implement capital planning data integration into existing SAP and
management software.
Availability: 90%
DocuSign Envelope ID: 2428AB01-92C4-4D9B-85B7-AE8158411D52
Section B Firm/Individual Profile
City of Bozeman | 20
Experienced in a variety of software languages,
environments, and platforms, Matt is adept at working with
clients to solve challenges through software application
development. Matt’s experience is specific to facilities asset
management solutions in markets including government,
higher education, PK-12, healthcare, aviation, defense, and
more. His robust experience with database architecture, web-
based user interfaces, data analysis, and reporting will ensure
that all software specifications for the project are met and
exceeded.
Matt’s technical experience helps clients identify needs and
challenges them to implement functional, valuable solutions.
He strives to pave a path forward to implement innovative
improvements to all our platforms and client programs.
EDUCATION
Bachelor of Business Administration, Information Systems, University of Texas at San Antonio
Matt Clough
Software Integration Leader
RELEVANT EXPERIENCE
City of Greeley, Greeley, COFOS came onsite and performed a detailed facility condition assessment (FCA), inventorying and analyzing almost 2 million square feet. FOS used our FCA & Capital Planning software platform, FOScore®, to complete the assessment. 137 building level, 5 site level, 1 portfolio level, and various reports were delivered to assist in the proactive management and capital planning for the municipality
County of San Luis Obispo, San Luis Obispo, CAFOS set out to complete a facility condition assessment over three years for the County of San Luis Obispo to determine the overall condition of the County’s asset portfolio and implement capital planning data integration into existing SAP and management software.
Foothills-De Anza, Los Altos Hills, CAMulti-campus facility condition assessment (FCA) for 2.1M sf of facilities across two campuses to provide the District with the information needed to make informed decisions on critical aspects of the facilities and infrastructure serving all their campuses. The FCA has identified current conditions, helped with risk analysis, and will be able to guide stakeholders in decisions that impact the long-term use of the buildings and ultimately the students.
CharlotteCounty, Punta Gorda, FL The facilities condition assessment for 115 municipal buildings and sites (1.76M sf) in Charlotte County, FL is a 2020 update to the same FCA completed in 2013. Facility types include parks, libraries, justice center, fire stations, law enforcement centers, community centers, maintenance and utility structures, county administrative facilities and other building types. ADA-related deficiencies observed were also recorded.
DocuSign Envelope ID: 2428AB01-92C4-4D9B-85B7-AE8158411D52
Section B Firm/Individual Profile
City of Bozeman | 21
William (Bill) Grill
CPE, LEED AP BD+C
Cost Estimating Leader
Bill is the director of our in-house cost estimating group,
a team of interdisciplinary professionals maintaining a
robust cost database refined over the past forty years. Bill
and his team provide ongoing database support to ensure
the UPB reflects all local, regional, national, and global
economic conditions. Bill has experience in all markets for
projects ranging from small renovations to major $1B+ new
construction.
As an integral point of leadership and guidance for the JOC
cost estimating group, Bill ensures that all of our cost data is
up to date, controlled for quality, and that long-term market
and local conditions are understood and predicted for the
benefit of all cost data users internally and externally.
EDUCATION
BS, Mechanical Engineering, Alfred University
AFFILIATIONS
Alpha Lambda Delta Honor SocietyTau Beta Pi Engineering Honor Society
RELEVANT EXPERIENCE
City of Denver, Denver, COFOS of CannonDesign has provided on call assessment services for the City of Denver since 2019. Typically these are ADA assessments, due diligence assessments, or pre-design assessments to aid the City in data driven facility planning.
Foothills-De Anza, Los Altos Hills, CAMulti-campus facility condition assessment (FCA) for 2.1M sf of facilities across two campuses to provide the District with the necessary information needed to make informed decisions on critical aspects of the facilities and infrastructure serving all their campuses. The FCA has identifievd current conditions, helped with risk analysis, and will be able to guide stakeholders in decisions that impact the long-term use of the buildings and ultimately the students.
City of Urbana, Urbana, ILThe City of Urbana set out to preserve “the quality of life for the citizens, visitors, businesses and government agencies.” FOS conducted a Facility Conditions Assessment including 12 assets and 102,527 square feet that resulted in their long-term capital plans being approved by their City Council.
City of Santa Rosa, Santa Rosa, CAFacility Condition Assessment and Structural / Seismic Evaluations Assessments includes 115 assets and 651,327 square feet across the City of Santa Rosa.
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Section B Firm/Individual Profile
City of Bozeman | 22
Amir Rezaei-Bazkiaei
PHD, BPAC
Energy/Emission Reduction
Amir is an engineer and energy data geek. Amir’s numerical simulation approach is complemented by his creative and collaborative approach to team integration. He is known for bringing design ideas to the table as well as simplifying the technical performance data of projects into actionable information for project stakeholders. His professional goal and passion is to help integrate advanced computational methods within the building design process that would accelerate the adoption of net-zero and positive-energy design concepts.
Amir is proficient with multiple energy simulation and design software platforms including: EnergyPlus, OpenStudio, IES-VE, TRNSYS, DesignBuilder, jEplus+EA, GenOpt and SketchUp. Amir is also a guru with Microsoft Excel, creating custom analysis and post-processing solutions. Amir is an active leader in the local ASHRAE chapter, the international building performance simulation association (IBPSA), and is a regular speaker, locally and nationally, on high performance design and advanced energy simulation topics.
EDUCATION
Ph.D, Civil, Structural and Environmental Engineering, State University of New York at Buffalo
B.Sc, Civil Engineering, Sharif University of Technology
Master of Science, Environmental Engineering, Iran University of Science and Technology
CERTIFICATIONS
LEED Green Associate
AFFILIATIONS
American Society of Heating, Refrigeration and Air Conditioning Engineers (ASHRAE)International Building Performance Simulation Association (IBPSA)
RELEVANT EXPERIENCE
City of Greeley, Greeley, COFOS of CannonDesign came onsite and performed a detailed facility condition assessment (FCA), inventorying and analyzing almost 2 million square feet. FOS used our FCA & Capital Planning software platform, FOScore®, to complete the assessment. 137 building level, 5 site level, 1 portfolio level, and various reports were delivered to assist in the proactive management and capital planning for the municipality
Orange County Community Resources, Irvine, CACannonDesign completed a comprehensive Facility Condition Assessment (FCA) of the 1 million sf of assets comprised of the Orange County Zoo, 36 parks and 35 libraries.
City of Denver, Denver, COFOS of CannonDesign has provided on call assessment services for the City of Denver since 2019. Typically these are ADA assessments, due diligence assessments, or pre-design assessments to aid the City in data driven facility planning.
County of San Luis Obispo, San Luis Obispo, CAFOS set out to complete a facility condition assessment over three years for the County of San Luis Obispo to determine the overall condition of the County’s asset portfolio and implement capital planning data integration into existing SAP and management
software.
Availability: 40%
DocuSign Envelope ID: 2428AB01-92C4-4D9B-85B7-AE8158411D52
C
Description of Proposed Solution
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Section C Description of Proposed Solution
City of Bozeman | 24
Description of Proposed Solution
The team at FOS understands that the City requires facility condition assessment (FCA) data that will help
identify current deficiencies, inform and prioritize preventative maintenance measures, forecast long-term capital
needs, and achieve the city’s climate goals. This is what our interdisciplinary team was designed to do. We are
full-time facility condition assessment providers.
FOS provides accurate FCA data derived from a highly developed, nine-step facility condition assessment
process that has been tested at facilities across the country – we present our approach for your evaluation. In
addition to covering FCA planning, on-site facility condition inspection, analysis of FCA information, FCA report
and database preparation, and presentation of findings in a final report & database phase, we facilitate three
important collaborative phases that are necessary to ensure our joint success. Points below shown in orange
indicate collaboration points.
The first step in our process is the orientation session. At the project onset, it is critical that we meet and discuss
the long-term uses of the FCA, work that has been completed to date including previous assessments, and the
stewardship goals of all stakeholders. This orientation becomes an instructive lens that guides the development
of the FCA. The orientation meeting is also typically where we select assets for the pilot assessment program.
Collaboratively, we will identify one or more assets to take through the entire process to test each step and
ensure that the final deliverable meets your requirements and specifications. This allows us to jointly dial into
exactly what the City needs and expects from the FCA deliverables. The pilot is delivered in draft format with a
review period by all City stakeholders. Once the City has reviewed the pilot report and database, we will meet
again for a collaboration session. This is our shared opportunity to discuss data collection detail, prioritization,
categorization, specific recommendations of the assessment team, and other aspects of the scope of work. The
comments and directives of the City will inform the adjustments which, once accepted, will serve as the model
for all other assets.
Our team has built the following process, which augments what the City has requested:
Phase 1: FCA PLANNING (PRE-ASSESSMENT)
Prior to the on-site facility condition assessment, our team, which includes Paul Pokigo (Field Project Manager),
Mario Alcantara (Architectural Assessor), Mark Tittle (Field Project Manager/Architectural Assessor), Bradley
Halvorson (Electrical Assessor), and David Malinowski (Mechanical/Plumbing Assessor), will gather existing
facilities data from the City, including drawings and prior inspection reports, and establish access protocols and
scheduling. We will prepare a project scope summary that documents our purpose, specific scope items, and the
proposed schedule or sequence of assessments.
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City of Bozeman | 25
PHASE 2: ON-SITE FACILITY CONDITION INSPECTION (SITE SURVEY)
Our team will provide a detailed on-site condition assessment that includes both facilities and infrastructure. The
primary goal of the on-site assessment will be to identify all maintenance, repair, and replacement requirements
with recommendations for upgrades and improvements.
The onsite assessment will allow our team to properly populate the asset inventory, determine maintenance,
renewal, and replacement needs, and appropriately assign a condition prioritization and category as defined by
the City for the capital planning database and documents.
Proper identification of the FCA level of detail is critical to the City’s satisfaction and success of this project.
The industry standard for dialing into the appropriate level of detail is the Construction Specifications Institute
(CSI) UniFormat categorization hierarchy. UniFormat is a classification system ranging from a broad to a detailed
level of building assembly nomenclature. The UniFormat hierarchy catalogs and organizes the major divisions of
construction information separated by their special function. By tailoring the UniFormat level of this project to the
City’s precise needs, we can ensure that this assessment will provide the proper amount of data to inform your
decision making – no more, no less.
In response to the Scope of Work included in the City’s RFP, FOS recommends a UniFormat Level 3/5
components approach assessment. This detailed FCA approach uses a hybrid of UniFormat Levels 3 and 5, where
our team observes the individual components of systems within physical assets. This level of detail is necessary
for preventive maintenance planning tasks. Each component and system record includes recommendations for
addressing deferred maintenance deficiencies or capital renewal/replacement needs and an associated cost
estimate. These actionable assessment records are prioritized by year and may be developed into individual
project plans which may then be bundled into capital plans. This approach calculates a facility condition index
(FCI) and discipline condition index (DCI) for each asset as well as a system condition index (SCI) for each system
or component.
Using this approach, we deliver recommendations and cost estimates for asset deficiencies and renewal/
replacement needs at the individual major system and/or component level as determined by observation. Our
team will use a 10-year assessment scope window to identify future renewal needs of systems and components
nearing the end of their useful remaining life. Component cost estimates are based on individual units of measure
and quantities for each system and component record. System cost estimates may be based on building gross
square feet (BGSF) when a system is deficient, and a grouped repair factor is appropriate.
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City of Bozeman | 26
System- and component-level deficiencies, if observed, are recorded within a 10-year planning window and
cataloged as systems (UniFormat Level 3) and individual components (UniFormat Level 5) where appropriate. The
systems and components included in this level of assessment include the following items:
1. Site
Utility connections and shut offs at the building, facility entry points, paving systems, walkways, ramps, and
exterior lighting, will be assessed within a 10 foot distance of the building perimeter. Storm water drainage will be
observed and discussed as part of field interviews to understand historic problem areas associated with major
rain events. Underground main and distribution building utilities will require additional information from you to be
included as an assessed item.
2. Structural Systems and Exterior Architecture
Structural frames and building envelopes will be visually evaluated and include exposed foundations both
interior and exterior, exterior wall systems, openings including doors, windows, vents, skylights, storefronts and
curtainwalls, cladding wall and roofing systems, balconies, staircases, basements, and walkable tunnels. Crawl
spaces will be observed but not entered. Seismic evaluations are not included in this assessment.
3. Interior Architecture
Interior architectural elements and finished spaces, including lobbies, corridors, assembly areas, classrooms,
and restrooms, will be assessed. Within these spaces, the condition of floors, walls, ceilings, doors, and finishes
will be assessed and catalogued in UniFormat. Isolated cosmetic and routine maintenance items will not be the
focus of the assessment, and opinions of probable cost will not be determined for these items.
4. Mechanical Systems
Mechanical systems and equipment, including basic heat generation and distribution systems, steam service
entrance, condensate piping, pressure reducing station, meters, valves, and controls, will be identified and
assessed.
5. Air Conditioning and Ventilation Systems
Air conditioning and ventilation systems, including chillers, cooling towers, air handlers, split systems, package
units, etc., will be assessed. Chilled water service entrance, including supply and return piping, meters, and
valves, will be assessed. Building automation system controls, building management systems, and component
equipment will be observed.
6. Electrical Systems
Electrical systems and equipment distribution panels, transformers, meters, emergency generators, lighting
systems, and emergency systems will be assessed.
7. Plumbing Systems
Plumbing systems, including exposed piping, domestic hot water production equipment, and other equipment
or fixtures, will be assessed. Piping concealed within walls will be assigned the same condition rating as the
exposed, adjacent piping unless alternate information is provided during the pre-assessment phase.
8. Life Safety/Fire Protection Systems
Life safety and fire protection systems and equipment, including sprinklers and standpipes, fire alarm systems,
smoke detectors, and emergency lighting, will be assessed.
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9. General ADA Compliance
A high-level tier II ADA assessment focused on access barriers, including site accessibility, access to building
products and services, restrooms, and communication features will be conducted. Only a visual identification
and documentation of items that appear to be noncompliant will be performed. The purpose of this assessment
is to identify areas of risk related to accessibility. It is not intended to be a legal compliance review or full
evaluation of Federal ADA standards. Measurements and calculations will not be performed.
10. Communication and Access Control Systems
Telecommunication systems and equipment, including data communication, voice communication, audio/visual
communication, distributed communication and monitoring, and supplementary components, will be assessed.
Access control and intrusion detection, electronic surveillance, detection and alarm, electronic monitoring,
control, and safety/security supplementary components will also be assessed.
PHASE 3: ANALYSIS OF FACILITY CONDITION ASSESSMENT INFORMATION
Our team will evaluate the data we collected from the condition assessment to determine trends, comparisons,
and potential correction strategies. We will provide an expanded evaluation to transform the raw data into
strategic information sets. Specific reports that will be provided include:
FCI = Deferred Maintenance Deficiencies (DMD) / Current Replacement Value (CRV)
Our team will utilize the life cycle analysis process to develop the above component renewal costs. We provide
strategic repair and replacement recommendations for each component. We review every major piece of
equipment and their components to ensure a complete understanding of the overall system and provide
targeted scopes of work to extend the life of the asset.
We do not simply provide ‘age-based assessments’ based on published standards. This approach often leads
to the recommendation for unnecessary replacements of systems that are in good condition, or impractical
to replace, solely on their installation date without regard to maintenance practices, installation, or field
conditions. Typically, this age-based approach swells the indicated investment requirement and fails to direct
capital to where it is truly needed. We understand that a facility’s useful life is limited by the durability of its
systems and generally does not fail as a whole but as individual components or systems. Building components
will be evaluated based on their individual life cycles, determined by an on-site evaluation of the age and
observed condition.
The renewal cost for the components will be documented and identified by renewal year as we assign priority
and category. Our team will report the life-cycle costs at the component level and building level and will
provide a grand total for the City’s entire portfolio.
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Section C Description of Proposed Solution
City of Bozeman | 28
DEFICIENCY PRIORITIZATION
Within our assessment data collection software, deficiencies are prioritized based on observed remaining life,
deficiency category, risk of failure, and impact of failure. These determinations are a result of professional
recommendations made by our assessment teams. Our default and industry-best practice prioritization schedule
is based on ASTM E2018-15 - Guide for Property Condition Assessments.
DEFICIENCY CATEGORIZATION
Within our assessment data collection software, deficiencies are categorized based on their current observed
condition. There is an extensive list of categories that can be customized to the needs of each client. The list of
priorities included in the City’s RFP (e.g. energy efficiency, deferred maintenance, etc.) will be implemented into
the platform to ensure proper and consistent collection.
PHASE 4: FCA REPORT & DATABASE PREPARATION
Using the data collected during the on-site facility condition assessment and analysis phase, our team will
provide a complete and comprehensive set of narrative reports as well as a Microsoft Excel database for all the
City facilities studied. The Excel database deliverable is made possible through FOScore, the digital collection
tool we developed and use to make our assessments consistent and accurate across large, diverse portfolios.
This tool affords us complete configurability over the database deliverable we will provide for the City. All aspects
of the collection and reporting tool will be configured prior to executing field assessment work to ensure that the
final deliverables to the City capture the needs and intent of this project. The condition assessment written report
and database package will contain the following components:
An Excel spreadsheet briefly summarizing each buildings’ systems and condition
We will work with City staff to ensure the deliverable integrates existing facilities
management system hierarchies and naming conventions
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Section C Description of Proposed Solution
City of Bozeman | 29
An Excel list of each building’ s current deficiencies requiring repairs, including:
Rough order of magnitude estimates for repairs
Rough order of magnitude estimate for complete replacement of each building
An Excel list of each building’s systems lifespans and replacement schedules, including:
Expected remaining lifespans of major building systems
Rough order of magnitude estimates for system replacements
Digital photograph library for each building and its systems in JPG format and organized by major
discipline.
A plan and/or schedule of regular preventative maintenance needs for each building. Tasks and
frequencies will be by unit type and reflect best practices. Manufacturer research or ‘by unit’ scheduling
is possible, but not included in this proposal.
PHASE 5: PRESENTATION FINDINGS FINAL REPORT & DATABASE
We will present these FCA findings through reports, graphs, and charts in PDF format as well as in Microsoft
Excel for future use and modification by the City.
This is a fully customizable report and is provided for discussion purposes. We have the in-house data
visualization and reporting staff to tailor this report to meet the exact needs of the City. The charts and graphs
will provide a visual representation of the condition assessment data to assist City leadership in understanding
the scope and allocation categories of the funding needs. These findings will be presented at the citywide and
individual asset level.
Cost Estimating
FOS utilizes our own in-house cost estimating resources. We do not use published national cost estimating books
or databases; these costs can be overly generalized and lack sufficient insight to build projects and capital plans.
Our in-house cost estimating team performs $4 billion in cost estimates every year and has a less than a 3%
margin of error over the last ten years using Sage Timberline as their platform. Our live cost database is built
from ongoing construction work around the country, our contractor relationships, market rate and cost analysis,
multiple bid scenarios and change orders post award. Because we are designers and builders, we hold ourselves
to a higher level of accuracy.
Energy
Our base assessment will identify known items that have a potential for energy improvement to support the
city’s planning for energy efficiency improvement projects. This is a high-level approach that could lead to more
detailed studies such as ASHRAE energy audits.
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Section C Description of Proposed Solution
City of Bozeman | 30
Added-Value Option: ASHRAE Energy Audits
FOS’s experienced and licensed team of facilities professionals and sustainability specialists perform facility
energy audits to identify reduction opportunities and create a framework for strategic planning of related capital
improvements. We utilize energy audits developed by the American Society of Heating, Refrigerating, and Air-
Conditioning Engineers (ASHRAE) for auditing commercial building energy use based on industry best practices.
These energy audits are industry-standard guidelines that we use to collect widely accepted and consistent data
with an adaptable scope, and we tailor each energy audit to meet individual client goals.
Added-Value Option: Equipment Asset Tagging
Purpose: As an added value component of a UniFormat Level 3/5 Hybrid facility condition assessment, our
team can create a comprehensive asset inventory with QR code/barcode/numerical code tagging. This inventory
identifies fixed capital equipment, catalogs information about that equipment, and tags each asset for field
identification and point of use access through QR code or Type 39 barcode. Information is collected and
warehoused in the FOScore® platform and may be exported to Excel or integrated or uploaded into CityWorks.
Process: We can create and deliver custom tags for application on your equipment and include any other
necessary details such as a barcode for linking to your work management system. QR Code labels can also be
customized to include client-defined data field information such as client name, unique starting number, client
logo, and be delivered on multiple materials, durability levels and adhesives to meet specific requirements. Our
standard label is an extreme performance polyester medium with high-tack permanent acrylic adhesive. Printed
using an abrasion and solvent resistant resin, our tags are suitable for demanding environments where ultraviolet
light, chemicals, abrasion, and weathering are a factor.
Asset tag number information can be transferrable via a Microsoft Excel or SQL file to any of your associated
software including work management, GIS, BIM. The FOS software development team has created a state-of-
the-art dynamic application that would allow the City to have the capability at their fingertips to retrieve facility
data by simply scanning the affixed tag on their mobile device. This allows a dynamic solution for retrieving all
data collected on a specific asset that is stored in the assessment record and helps develop a framework for
preventative and predictive maintenance planning.
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D
Proposed Schedule
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Section D Proposed Schedule
City of Bozeman | 32
Proposed Schedule
Based on FOS’ significant experience performing FCAs, we estimate the entire length of this FCA project to be 12
weeks. This may seem aggressive at first glance, but this is the type of work that this team was designed to do
and perform on a full-time basis.
The four-member assessment team will spend one week in the field, collecting data at the system and
component level. They will each spend an additional 2-3 in the office producing recommendations and
coordinating with our cost estimators. The team will work to align our findings with our understanding of the city
work requirements and review documents and materials provided by the City and on analysis following the site
survey. Approximately three weeks will be spent on cost estimation, utilizing the data collected in the field to
determine rough order of magnitude estimates for repairs and building replacement. This will be followed by a
rigorous QA/QC process.
One asset, the pilot assessment, will be provided in full ahead of delivery of the remaining eleven assets. This will
allow the City to review the findings and to ensure that the data can be imported into CityWorks.
Generally, a team of four can field assess a single 100,000 SF asset in one day. Smaller assets present their
own challenge as a limited number of buildings can be assessed in one day. The amount of time to document
the assets varies on the level of detail that is required and varies on a client-to-client basis. Each year, our teams
assess approximately 100 million square feet of assets.
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E
Related Experience
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Section E Related Experience
City of Bozeman | 34
REFERENCE CONTACT INFORMATION:Will Jones Public Works Deputy Director 970.350.9751 will.jones@greeleygov.com
Relevant Experience
Facility Condition Assessment
PROJECT DATES:8/2020
PROJECT SIZE:2 million sf 137 buildings
LOCATION:Greeley, CO
City of Greeley
The City of Greeley in Colorado set out to conduct
a facilities assessment across all City owned
facilities, identifying not only the current state of
physical assets, but also determine operations
and maintenance funding levels to better promote
effectiveness, efficiency, stewardship of public
resources, and adaptability to future challenges.
FOS of CannonDesign came onsite and performed
a detailed facility condition assessment (FCA),
inventorying and analyzing almost 2 million square
feet. We identified current facility condition
deficiencies, recommended corrections along with
cost estimates, and forecasted future capital renewal
cost. FOS used our FCA & Capital Planning software
platform, FOScore®, to complete the assessment. 137
building level, 5 site level, 1 portfolio level, and various
reports were delivered to assist in the proactive
management and capital planning for the municipality.
After the project closeout, we asked our partners
at the City if they found the data that was delivered
useful, if they were satisfied with the team who
performed the work, if they found value in the services
provided, and if they would recommend FOS to
another organization. We were met with a resounding
“yes” to all questions.
Scan the QR code above to catch a webinar we did
for NASFA (National Association of State Facilities
Administrators) showcasing our work with the City of
Greeley. We discuss how a combination facility condition
assessment (FCA), space need assessment, and master
planning can help vastly different organizations make
better decisions. Learn how to ask for what you need –
ultimately optimizing your physical assets!
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Section E Related Experience
City of Bozeman | 35
The FOS of CannonDesign team completed a comprehensive facility condition assessment and energy study for Orange County Community Resources. 35 library sites were assessed for condition and energy conservation measures. 259 park assets including restrooms, pavilion structures, sports fields and courts, playgrounds, and pedestrian bridges were assessed. Systems assessed for all buildings in scope included exteriors, interiors, roofs, structure, electrical distribution, HVAC, plumbing, fire protection, and information technology. The project deliverables provided a short and long-term planning tool for informing capital plans for capital renewal as well as strategies for implementing more efficient systems that reduce environmental impact while saving operating costs. Orange County Community Resources has continued to benefit from FOS’ findings by utilizing our FOScore® software since 2019.
The vision of Orange County Parks states,
“As a team, we will take pride fulfilling the needs of our community
and guests by providing the best parks, trails, and recreation.”
FOS is committed to deeply understanding our clients - the culture,
mission, people, business goals, and more - so that our solutions
elevate and empower you in every way.
PROJECT DATES:2018
PROJECT SIZE:1 million sf 71 sites
LOCATION:Orange County, CA
REFERENCE CONTACT INFORMATION:Cecelia Varela Capital Improvement Planning Manager 714.973.6876 cecelia.varela@ocparks.com
Relevant ExperienceFacility Condition Assessment
Orange County Community Resources
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Section E Related Experience
City of Bozeman | 36
Relevant ExperienceFacilities Assessment & Master Plan
City of Urbana
This project involved three distinct phases. The FOS
team led Phase 1 which included a facility condition
assessment. Phase 2 was led by CannonDesign’s
workplace strategy team, BlueCottage. Lastly, Phase
3 (Master Planning Recommendations) was continued
by this entire team.
The City of Urbana’s mayor, administrator, and
facilities leader are very happy with our work, and
appreciated the seamless execution that resulted in
their long term capital plans being approved by the
City Council without any reservations. The City needed
our help, they placed their trust in us, and it is our
greatest achievement to see our work directly being
applied and serving their community!
Today’s municipal facilities should be functional
environments where capital improvement plans are
ever-present. As a team of experienced assessors,
the technical skills we bring to projects help us fuel
our clients to manage effective spaces for their
people. The City of Urbana’s progressive values
include civic engagement, celebrating entrepreneurs
and innovators, smart growth, and transparent
governance. Their mission, to preserve “the quality
of life for the citizens, visitors, businesses and
government agencies,” guided our capital asset
planning and management system while shaping our
recommendations for repair and maintenance funds
as well as the master plan as a whole.
REFERENCE CONTACT INFORMATION:Vince Gustafson Deputy Director of Operations 217.384.2342 vhgustafson@urbanaillinois.us
PROJECT DATES:2020
LOCATION:Urbana, IL
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Section E Related Experience
City of Bozeman | 37
Relevant Experience
Facility Condition Assessment, Capital Improvement Planning, Asset Tagging & Geo Tagging
County of San Luis Obispo
FOS set out to complete a facility condition
assessment over three years for the County of San
Luis Obispo to determine the overall condition of
the County’s asset portfolio and implement capital
planning data integration into existing SAP and
management software. This portfolio included exterior
and interior architecture, electrical, mechanical,
plumbing, communication, vertical transportation,
and park amenities. Our facilities assessment
professionals evaluated the condition of the systems
using a Uniformat® level 3 and 5, the industry-standard
for collecting system-based deferred maintenance and
capital renewal projects along with an asset inventory,
data integration, and predictive maintenance planning.
Despite travel restrictions put into place due to the
ongoing global pandemic, our team has been able to
seamlessly work in partnership with the County to
complete the assessment of over 1.4 million square
feet. We are also geo locating amenities at the County-
owned parks to provide GPS coordinates for the
various amenities.
To assist in accomplishing this project, we are
conducting asset tagging utilizing our FOScore® FCA
software. The County has subscribed to FOScore® for
the next 5 years.
“This is a very detailed assessment of County
facilities, and the client has been impressed with our
ability to customize the data we collect to fit their
needs.”
- Randy Heim, FOS Senior Project Manager
REFERENCE CONTACT INFORMATION:Shelby Hopkins Program Manager 808.788.2315 shopkins@co.slo.ca.us
PROJECT DATES:March 2021 - Present
PROJECT SIZE:1.4 million sf
LOCATION:California
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F
Recent & Current Work for the City of Bozeman
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Section F Recent & Current Work for the City of Bozeman
City of Bozeman | 40
Recent & Current Work for the City of Bozeman
FOS of CannonDesign has no active or past contracts with the City of Bozeman.
Our business model, as a facility condition assessment provider, is to provide FCA data and populate CMMS systems to empower our clients with the information and tools to make strategic and financially prudent decisions.
FOS of CannonDesign helps clients define budgets and build scopes of work for projects. We provide the information and tools for our clients to make strategic decisions and then partner with trusted local partners to execute the work. We do not pursue the work that comes out of these studies because we recognize the value to our clients of having an independent third party review. We will not pursue any deferred maintenance deficiency correction work resulting from this study.
Additionally, please note that Cannon Design has reviewed your Request for Proposals. Should we be selected for this project, we look forward to discussing certain contractual terms for the mutual benefit and protection of the City and FOS. By making such terms mutually beneficial, the project may realize certain process efficiencies, while also ensuring the insurability of the final agreement. Thank you for your consideration in this important matter and we look forward to the opportunity to work with you.
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G
References
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Section G References
City of Bozeman | 42
References
City of Greeley Public Works Deputy Director
Will Jones
970.350.9751
will.jones@greelygov.com
City of Urbana Deputy Director of Operations
Vince Gustafson
217.384.2380
vhgustafson@urbanaillinois.us
County of San Luis Obispo Program Manager
Shelby Hopkins
808.788.2315
shopkins@co.slo.ca.us
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H
Cost Proposal
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Section H Cost Proposal
City of Bozeman | 44
Cost Proposal
We believe that the tasks identified in the following table meet the deliverables as outlined by the City of
Bozeman.
An excel workbook that:
A. Summarizes each buildings systems and condition using City hierarchies and nomenclature
B. Includes prioritized deficiencies, ROM repair costs, and current replacement values (CRV)
C. Catalog of each systems anticipated observed remaining life, replacement schedules, and costs
Additionally we will provide:
D. A photo record for each asset organized by major discipline.
E. An excel workbook with preventative maintained tasks and steps formatted for upload into CityWorks
F. One free year of software use
1 Provide a Uniformat Level 3 and 5 facility condition assessment with
correction cost estimates. Format excel deliverables formatted for import
into CityWorks for the 12 priority assets.
$119,385
2 Provide preventative maintenance planning for up to 500 pieces of
equipment. Frequencies and steps will be best practices and will be
equipment type based. No manufacturer research or unit based PM’s will
be provided. Additional equipment can be added at a cost of $175 per piece
of equipment.
$78,750
3 Added value: Provide asset tags for up to 500 pieces of equipment. Tags
will have bar code, QR code and unique numerical code to identify each
item in CityWorks.
$41,055
This is based on our understanding of the scope from the RFP and answers to questions. We welcome
the opportunity to review our assumptions and tailor the final product to the specific needs and goals of
the City of Bozeman. Simply put, our fees are negotiable.
Notes:
1. All deliverables will be provided in PDF and Excel format
2. No requests for reimbursable expenses will be requested. Fees are inclusive of all costs.
Clarifications:
No review of food service equipment or furniture is included. Destructive testing, sample analysis,
hazardous material, thermal imaging, arc flash testing, life safety analysis, legal compliance level of
detail ADA accessibility, or above ceiling survey is not included in the above proposal. Additionally, our
field engineers will not climb portable ladders, walk sloped roofs, or enter entry permit required confined
spaces. No review of parking structures, underground site utilities, underground civil infrastructure, or
landscaping is included.
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I
Affirmation of Nondiscrimination
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Section I Affirmation of Nondiscrimination
City of Bozeman | 46
Appendix A
NONDISCRIMINATION AND EQUAL PAY AFFIRMATION
FOS of CannonDesign hereby affirms it will not discriminate on the basis of race, color, religion, creed, sex, age,
marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability
and acknowledges and understands the eventual contract will contain a provision prohibiting discrimination as
described above and this prohibition on discrimination shall apply to the hiring and treatments or proposer’ s
employees and to all subcontracts.
In addition, FOS of CannonDesign hereby affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work “ best practices” website, or equivalent “ best practices publication and has read the material.
Founder & President-
FOS of CannonDesign
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Chat with our team!
Joe Cassata, RA, NCARB
President, FOS of CannonDesign
716.316.5664
jcassata@foscd.com
www.foscd.com
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4.19.22
An excel workbook that:
A. Summarizes each buildings systems and condition using City hierarchies and nomenclature
B. Includes prioritized deficiencies, ROM repair costs, and current replacement values (CRV)
C. Catalog of each systems anticipated observed remaining life, replacement schedules, and costs
Additionally we will provide:
D. A photo record for each asset organized by major discipline.
E. An excel workbook with preventative maintained tasks and steps formatted for upload into CityWorks
1
Provide a Uniformat Level 3 and 5 facility condition assessment with correction
cost estimates. Format excel deliverables formatted for import into CityWorks
for 14 initial assets.151,305$
2
Provide asset tags for up to 300 pieces of equipment. Tags will have bar code,
QR code and unique numerical code to identify each item in CityWorks.
Additional tags can be provided at a cost of $100 per piece of equipment. Data
will be collected to support future preventative maintenance planning tasks.
25,806$
177,111$
Notes:
1. All deliverables will be provided in PDF and Excel format
2. No requests for reimbursable expenses will be requested. Fees are inclusive of all costs.
3 Provide 3-year subscription to FOScore® software (year one is a free trial)$30,000
4 Provide 5-year subscription to FOScore® software (year one is a free trial)$45,000
5
Provide preventative maintenance planning for up to 300 pieces of equipment.
Frequencies and steps will be best practices and will be equipment type based.
No manufacturer research or unit based PM's will be provided. Additional
equipment can be added at a cost of $175 per piece of equipment.49,500$
6
Provide a Uniformat Level 3 and 5 facility condition assessment with correction
cost estimates. Format excel deliverables formatted for import into CityWorks
for the remaining 140 assets.
negotiated sum
7 Provide Job Order Contracting (JOC) rapid construction procurement software
and support.negotiated sum
FEE MENU
Clarifications:
No review of food service equipment or furniture is included. Destructive testing, sample analysis,
hazardous material, thermal imaging, arc flash testing, life safety analysis, legal compliance level of
detail ADA accessibility, or above ceiling survey is not included in the above proposal. Additionally, our
field engineers will not climb portable ladders, walk sloped roofs, or enter entry permit required confined
spaces. No review of parking structures, underground site utilities, underground civil infrastructure, or
landscaping is included.
Future Phases:
We believe that the tasks identified in the following table meet the deliverables as outlined by the City of
Bozeman.
* Items 3 and 4 related to FOScore® software subscription options are not part of this contract and will fall
under the repective EULA and order form.
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